| Ethics: Critical Thinking, Case Studies and Fraud (Webinar) (26WI-0062)26WI-0062 | *AICPA Code of Professional Conduct
*CPA responsibilities and AU-C 315
*The new AICPA Ethics Codification
*Disciplinary cases and actions
*CPA Vision
*Seminal events
*The impact of ethical and unethical conduct on our profession | |
| 5/18/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Ethics With A Dash of Courage (Webinar) (26WI-0066)26WI-0066 | *The value of a courageous culture and courageous decision-making models
*Challenges to creating a culture of courage
*Communicating your courageous culture
*How/When to speak up? Career-ending vs teachable moment?
*Supporting courageous decisions
*Communicating courage
*The journey to leading with courage -- building a personal action plan | |
| 5/28/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Ethics: Critical Thinking, Case Studies and Fraud (Webinar) (26WI-0076)26WI-0076 | *AICPA Code of Professional Conduct
*CPA responsibilities and AU-C 315
*The new AICPA Ethics Codification
*Disciplinary cases and actions
*CPA Vision
*Seminal events
*The impact of ethical and unethical conduct on our profession | |
| 6/23/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Let Go and Lead: The Crucial Art of Delegation (Webinar) (26WI-0074)26WI-0074 | *When is it time to delegate
*What should you be delegating
*To whom should you be delegating it
*What are the benefits of creating more time to lead | |
| 6/16/2026 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| MBAExpress: Essence of Entrepreneurship -- V 2.0 (Webinar) (26WI-0071)26WI-0071 | *Why current business plans that focus primarily on the numbers is the wrong approach
*People, opportunity, context, risk and reward
*The dark side of being an entrepreneur
*Lead-Generation Strategies | |
| 6/9/2026 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Audits of Employee Benefit Plans Subject to ERISA (Webinar) (26WI-0067)26WI-0067 | *Audit planning and pre-engagement activities
*Risk assessment, including consideration of internal control
*Auditing the statement of net assets available for benefits
*Auditing the statement of changes in net assets available for benefits
*Other auditing considerations, including prohibited transactions and tax compliance
*The auditor's report
*Financial statement disclosures
*Supplemental schedules | |
| 5/28/2026 | 8 a.m. - 4 p.m. | Online | 8.5 CPE (8.5 tech, 0 non-tech) | |
| Ethics and Professional Conduct (Webinar) (26WI-0065)26WI-0065 | *Discussion of what makes an ethical dilemma
*Review of recent ethical violations
*Practical applications of the independence and conflict of interest rules
*Current PCAOB concerns | |
| 5/22/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Ethics: Avoiding the Slippery Slope of Ethical Pressures (Webinar) (26WI-0072)26WI-0072 | *Benefits of ethical behavior
*Six steps to creating and maintaining an ethical culture
*Example of unethical behavior in ethical companies | |
| 6/10/2026 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| Controller Series: Communicating for Connections with Coworkers, Customers and Stakeholders (Webinar) (26WI-0075)26WI-0075 | *What are the three types of misconceptions of communication?
*What are the different types of personality styles in the workplace?
*Recognize how to communicate with the different types of personality styles effectively
*Key takeaways | |
| 6/22/2026 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Thanks for the Feedback: Lessons in Giving and Receiving Feedback (Webinar) (26WI-0068)26WI-0068 | *Definition of feedback
*Types of feedback
*Emotions triggered by feedback
*Barriers to feedback
*How to be comfortable with being uncomfortable
*Blind spots
*SBI method | |
| 5/29/2026 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Futuristic Audit Trends: The Future is Now (Webinar) (26WI-0070)26WI-0070 | *Cloud technology, AI, Machine Learning and Blockchain
*Cloud Advisory services
*Utilization of remote technology and technologic innovations to create more efficient engagements
*Next steps for audit firms to avoid being disrupted | |
| 6/5/2026 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Controller Series: Technology -- Must-Have Excel Competencies (Webinar) (26WI-0077)26WI-0077 | *Reality of Excel use
*Gartner - Magic Quadrant of tools for data analysis
*Will Excel go away?
*Two essential Lean principles
*Misuses of Excel
*APIs (Automated Program Interfaces)
*Relationship between Excel and data analytics
*Excel tips and tricks | |
| 6/26/2026 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| AI-Powered Excel: Leveraging AI and ChatGPT for Supercharged Productivity (Webinar) (26WI-0073)26WI-0073 | *Harnessing AI to streamline your Excel workflows, achieving unparalleled productivity
*Discover Excel's integrated AI features and learn how to utilize ChatGPT for researching, creating, understanding and troubleshooting Excel functions and formulas. Transform tasks that typically take two hours into mere minutes
*Explore using ChatGPT for efficient research and learning, enabling quick access to answers for Excel-related inquiries
*Optimize your Excel work, research and documentation, significantly saving time and effort in your daily tasks | |
| 6/12/2026 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Navigating the AI Landscape​: An Introduction to Generative AI and ChatGPT for Accounting Professionals​ (Webinar) (26WI-0063)26WI-0063 | *Practical examples of productivity improvements Using ChatGPT
*Live Demonstration of ChatGPT | |
| 5/19/2026 | 12 - 1:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| MBAExpress: Business Process Improvement -- V2.0 (Webinar) (26WI-0069)26WI-0069 | *Benefits of lean
*Lean in a service organization
*Flow organization
*Reducing costs
*Maximizing productivity
*Minimizing waste and re-work
*Best practices
*The lean business
*Value and value stream
*Pursuit of perfection
*Employee empowerment | |
| 6/4/2026 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Multistate Taxation: Tax Staff Essentials (Webinar) (26WI-0064)26WI-0064 | *Constitutional limits and Public Law 86-272
*Interstate activity
*Nexus, UDITPA and MTC
*Calculation of state taxable income
*Filing methods for multistate taxpayers
*Apportionment and allocation
*Multistate income tax planning | |
| 5/20/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New CFO Series: June 2026 Webinar Bundle (Webinar) (26WX-0570)26WX-0570 | *Week 1: Living in the World of AI -- How AI Has Changed Ethics | CPE: 2 | Field of Study: Behavioral ethics | Discussion Leader: Tracy Cooper | Date: Friday, June 5, 10:00 am | Description: We'll discuss how to deploy and train AI responsibly, avoid bias, and monitor for hallucinations. We'll also look at how to engage teams in the process and help people understand the proper use of AI. The goal is to make better use of these powerful tools, in a sustainable and ethical way.*Week 2: AI is Not the Enemy: Getting the Most from AI & Taking Control | CPE: 2 | Field of Study: Accounting 1.0 and Information Technology 1.0 | Discussion Leader: Robert Berry | Date: Friday, June 12, 10:00 am | Description: Conscientious professionals must get a clear handle on AI: what it does well, where it goes wrong, and how to keep it from becoming a liability. We'll discuss the real risks behind the buzzwords, from deepfakes and fraud, to flawed decision tools and hidden bias. We'll also break down what smart oversight looks like and how AI can expose gaps in your internal controls.*Week 3: Do Creative Accountants Belong in Prison? | CPE: 2 | Field of Study: Regulatory ethics | Discussion Leader: Don Minges | Date: Friday, June 19, 10:00 am | Description: Creativity can be used for good, but creativity can also lead to seriously unethical behaviors. There is a strong relationship between creativity and dishonesty. We will review the negative consequences of creativity and discuss how to properly utilize resourcefulness and imagination.*Week 4: Accounting in the Age of AI: What Every CFO Should Know | CPE: 2 | Field of Study: Accounting | Discussion Leader: Tracy Cooper | Date: Friday, June 26, 10:00 am | Description: Managers are concerned about the use of AI causing chaos. This seminar gives CFOs, controllers, and tax professionals a grounded look at how AI is impacting real-world accounting departments. We'll explore how these tools work, what they can (and can't) do, and what finance leaders should be doing now to prepare their teams and processes for the changes that will happen. | Berry Robert Minges Don Cooper Tracy |
| 6/5/2026 | 10 a.m. - 12 p.m. | Online | 8 CPE (6 tech, 2 non-tech) | 2 Ethics |
| New CFO Series: Accounting for People -- Trends, Costs and Talent (Webinar) (26WX-0568)26WX-0568 | *Trends in the modern workforce: demographics, generational shifts, remote work, and engagement*The true costs of talent: hiring, retention, and turnover*People as assets versus people as liabilities*The varied challenges in accounting for human capital*Metrics that matter; KPIs for employee performance and value*Integrating people costs into financial strategy*Navigating compliance, risk, and benefits | Mims Robert |
| 5/22/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| New CFO Series: AI is Not the Enemy -- Getting the Most from AI (Webinar) (26WX-0571)26WX-0571 | *Common AI use cases in accounting and finance*Fraud, deepfakes, data abuse and related risks*Governance frameworks and oversight responsibilities*The EU AI Act and regulatory developments in the U.S.*AI bias, discrimination, and transparency concerns*Internal control and documentation challenges*Questions finance leaders should ask before adopting AI*Aligning AI oversight with your audit and compliance functions | Berry Robert |
| 6/12/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CFO Series: Do Creative Accountants Belong in Prison? (Webinar) (26WX-0572)26WX-0572 | *Should accountants be creative?*The pros and cons of creativity*The inherent problems of creativity; creativity is not an excuse!*The tangled correlations between creativity, ethics and dishonesty*The interrelationship between the Code of Professional Conduct and creativity*Citations from the Code of Professional Conduct.*What is the impact of creative accounting on our constituencies?*How to effectively and ethically harness creativity | Minges Don |
| 6/19/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New CFO Series: Living in the World of AI -- How AI Changed Ethics (Webinar) (26WX-0569)26WX-0569 | *Is it ethical to use AI, or not?*What is ethical AI? Why does it matter for finance and business professionals?*Understanding and managing AI hallucinations and misinformation*Addressing bias in AI tools even when you didn't build them*Internal friction; navigating fear, resistance, and cultural challenges*Guidelines for responsible AI use in your organization*Accountability and transparency; who is responsible for AI outcomes?*Real-world use cases and what we can learn from them.*Creating sustainable, people-focused AI practices that build trust | Cooper Tracy |
| 6/5/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New CFO Series: Accounting in the Age of AI -- What to Know (Webinar) (26WX-0573)26WX-0573 | *Autonomous general ledgers: what they are and how much can you depend upon them?*Financial statement analysis using AI*AI use in Budgeting and Forecasting*Using AI for research and planning (tax & GAAP)*AI-driven fraud detection tool's capabilities and limits*What to automate and what to leave alone*Evaluating vendor claims and setting reasonable expectations*AI ramification on staffing and hiring*The impact of self-serve AI research on your relationship with your CPA firm | Cooper Tracy |
| 6/26/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New The AI Advantage: Leveraging AI for Efficiency and Impact (Webinar) (26WI-0079)26WI-0079 | *AI-driven tools and strategies*How to revolutionize workflows, improve decision-making and drive business impact | |
| 6/3/2026 | 9 - 10:30 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Public Speaking Secrets That Wow Audiences (Webinar) (26WA-2528)26WA-2528 | *Overcoming the Common Obstacles to Public Speaking*Fear of rejection/ failure and how to overcome*From Unconscious Incompetence to Unconscious Competence*Toastmasters and practicing by video*Act "As If,"*Do One Breath Technique to be more relaxed*Creating the Content of the Talk*What are the concerns of your audience?*Talks consist of a title, an introduction, an opening, a body of content, a conclusion and a closing*How to Deliver a Talk Effectively*The clothes you wear and how you look matter*Charisma = energy*Smile and act enthusiastic*Use self deprecating humor*Making the Talk Entertaining*Vary the speed of your delivery*The Power of stories*Memorization and Practice*Key word system and note cards*Practice thru video or get feedback through others*Creating Stories that Rock | Robinson Jonathan |
| 6/13/2026 | 12 - 3:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Asset Misappropriation: Let Me Count the Ways (Webinar) (26WA-2981)26WA-2981 | *Identifying opportunity*The three most common behavioral red flags that we should always look for*The many ways to commit check fraud (it's so easy)*Why inventory is such a good place to hide theft of assets*How to cover up inventory fraud*Accounts Receivable Fraud and how it works*How to count inventory that's not there | Dycus Dennis F |
| 6/30/2026 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: The Future Role of the Controller, Part 1 (Webinar) (26WA-2601)26WA-2601 | *Accounting and Finance | Fountain Lynn |
| 6/16/2026 | 4 - 5:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| K2's Privacy Issues and Solutions: What You Need to Know! (Webinar) (26WA-1915)26WA-1915 | *The most significant privacy threats today*Your browser and search engine and why they matter*Privacy policies -- the fine print | Stephens Tommy G |
| 5/21/2026 | 10 - 11:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Mission-Critical Leadership: How Smart Managers Lead Well in All Directions (Webinar) (26WA-2045)26WA-2045 | *Leadership foundations*Leading downward*Leading upward*Practical leadership tools | Lokhorst Jonathan R |
| 5/26/2026 | 4 - 6 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| FAQ Related to the Most Recent Audit Standards SAS Nos. 142-149 (Webinar) (26WA-2313)26WA-2313 | *Clarification of terminology and foundational principles underlying recent generally accepted auditing standards*Answers to frequently asked questions that emerge in the proper application of risk-based audit concepts*Highlights of important concepts included in SASs No. 142-149 | Louis Jennifer F |
| 6/4/2026 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Leading and Managing the Accounting Department (Webinar) (26WA-2086)26WA-2086 | *Accounting*Leadership*Management | Lindell James T |
| 5/27/2026 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| What Is Your Brand Reputation? (Webinar) (26WA-1866)26WA-1866 | *Presence | |
| 5/20/2026 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| All About Fraud: Examples, Prevention and Auditing (Webinar) (26WA-2725)26WA-2725 | *Auditing*Yellowbook | Galasso Melisa |
| 6/20/2026 | 8 - 11:40 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Group Audits: Who is Responsible for What? (Webinar) (26WA-1930)26WA-1930 | *Responsibilities of the group audit engagement team, including the group engagement partner*Clarifying roles and responsibilities of component auditors and reference auditors in audits of group financial statements*Special considerations on audit planning and audit reporting in a group audit | Louis Jennifer F |
| 5/21/2026 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Global Internal Audit Standards Domain III: Part 2 (Webinar) (26WA-2984)26WA-2984 | *Internal Audit*Internal Controls*GIAS*Institute of Internal Auditors*Standards*Accounting | Fountain Lynn |
| 6/30/2026 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Better Forecasts: Be a Better Predictor (Webinar) (26WA-2932)26WA-2932 | *Why an open mind and the ability to doubt helps make great predictions*Why it is better to be a fox than a hedgehog*How non-conformists change the world*How to focus on what matters*How to learn from the past without hindsight bias | Levy John F |
| 6/27/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Listen to Lead: The HR Champion's Guide to Building an Employee Listening Strategy (Webinar) (26WA-2861)26WA-2861 | *Employee Listening*Communication*Employee Experience*Employee Engagement | |
| 6/25/2026 | 2 - 3:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Sticky Ethical Choices (Webinar) (26WA-2362)26WA-2362 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost.*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board. | Mims Robert Minges Don |
| 6/6/2026 | 4 - 4:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Hiring Remotely: Using Personality Assessments for Better Hiring Decisions (Webinar) (26WA-2403)26WA-2403 | *Remote Hiring Best Practices*Personality Assessments in Hiring*Effective Integration of Personality Assessments*Minimizing Bias and Ensuring Cultural Fit | |
| 6/8/2026 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The ABCs of Advisory Services (Webinar) (26WA-1806)26WA-1806 | *Understanding the concept of "Integrated Planning" (financial, estate, asset protection, and tax planning)*Changes in the landscape of a tax practitioner's practice*The bridging of services*Getting started -- Where do your clients fail?*Understanding the primary planning issues for all clients*Estate and Gift issues*Traps, pitfalls, and tips in planning*Practical steps in establishing a tax advisory and wealth management services practice*Domicile issues | Werner Arthur J |
| 5/18/2026 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Leading and Managing the Accounting Department (Webinar) (26WA-3003)26WA-3003 | *Accounting*Leadership*Management | Lindell James T |
| 6/30/2026 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Big Picture Mega-Trends, Big Data and the World We Now Face (Webinar) (26WA-2570)26WA-2570 | *On-going world economic trends*Demographic changes and their impact on the economy*Global technology influences*Post Covid workplace*Big data understanding and where is it going*Learn to adapt to changing situations | Mims Robert |
| 6/15/2026 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Multistate Taxation: Issues and Planning Opportunities (Webinar) (26WA-2586)26WA-2586 | *Multistate Business Activities*Nexus and Implications*State Taxable Income*Business-Related Issues*Formulas and Their Application*Audit Defense Strategies*State Specific Regulations*Choice of Business Entity*Interstate Commerce Clauses*Domicile in relation to State Death Taxation | Werner Arthur J |
| 6/15/2026 | 8 a.m. - 3:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Getting On Top of it All: How to Work Smarter, Not Harder -- Part 2 (Webinar) (26WA-2414)26WA-2414 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all | Robinson Jonathan |
| 6/9/2026 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Generation Intelligence: Navigating the Generational Divide (Webinar) (26WA-2050)26WA-2050 | *Generations | |
| 5/26/2026 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Independence for Auditors: AICPA, PCAOB, GAO and DOL (Webinar) (26WA-2510)26WA-2510 | *Auditing*Yellowbook*AICPA, GAO, DOL and PCAOB | Galasso Melisa |
| 6/12/2026 | 1 - 4:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Common Sense CFO: Dealing with Ever Changing Accounting Standards and Strategy Demands (Webinar) (26WA-2770)26WA-2770 | *Understanding the modern finance and accounting organization chart*GAAP accounting changes*Why so many changes?*The speed of change and complexity*Accepting reality*Recognizing and fixing the top five accounting problems and errors*Leases*Revenue*Management estimates*Why is strategy necessary?*What is strategy?*The two keys to strategy?*Why do some financial leaders lack strategic skills?*Balancing strategy with our day-to-day roles | Mims Robert |
| 6/22/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Excel Tips: Today's Best Features (Webinar) (26WA-2146)26WA-2146 | *New features and functions in Excel*How to improve efficiency and effectiveness when working in Excel*Taking advantage of Copilot integration with Excel*Better ways of creating and working with formulas | Stephens Tommy G |
| 5/28/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| K2's Excel Charting and Visualizations (Webinar) (26WA-2153)26WA-2153 | *Understanding the best types of visualizations to use in specific situations*Creating compelling visualizations using Excel*Adding interactivity to your Excel-based visualizations | Stephens Tommy G |
| 5/29/2026 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| K2'S Top Tech Productivity Tips and Tricks (Webinar) (26WA-1887)26WA-1887 | *Microsoft 365 tricks and tips*Best practices for virtual meetings*Productivity-enhancing apps and tools that you should consider using | Tankersley Brian F |
| 5/20/2026 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Document Review and Handwriting Analysis (Webinar) (26WA-2952)26WA-2952 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/29/2026 | 10 - 11:45 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Third Party Verification (Comfort) Requests: What Are Options for Responding and How to Determine Which Professional Standards to Apply (Webinar) (26WA-2373)26WA-2373 | *Common third party verification requests*Differentiating the allowable options for responding to requests for comfort, including SSARS, SAS and SSAE engagements*Critical elements of professional standards that may apply to nonattest and attest services performed*Establishing an understanding with the client regarding the nature and scope of services | Louis Jennifer F |
| 6/6/2026 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| When You Hear Hoofbeats, It May Be a Zebra (Webinar) (26WA-1996)26WA-1996 | *Internal Controls*Fraud Prevention*Fraud Investigation | |
| 5/26/2026 | 6 - 7 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Was It Fraud or Just Poor Audit Quality? (Webinar) (26WA-2692)26WA-2692 | *Financial statement manipulation*Ethics enforcement process*Auditor conflicts of interest | Cotton David L |
| 6/19/2026 | 1:30 - 3 p.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
| The Untold LinkedIn Hyper-Growth Story (Webinar) (26WA-2012)26WA-2012 | *Talent*Business Growth*People Strategy*Culture*Communication*Trust Strategy | Cadigan Steve |
| 5/26/2026 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Change Management: Your Leadership Role for Aligning Profits and Culture (Webinar) (26WA-2211)26WA-2211 | *Why professional agility is critical, and how to develop it*Foundational models for change management*Proven strategies to prepare for change as individuals, teams & organizations*Implementing change: A how-to look*Leading through change for success of all involved | Mims Jane |
| 6/1/2026 | 4 - 5:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Introduction to Forensic Data Analytics (Webinar) (26WA-2388)26WA-2388 | *Data analytics*Key fraud risk management guidance documents*Data analytics frameworks*Leading techniques and innovations for preventing and detecting fraud | Walden Vincent |
| 6/8/2026 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Achieve Competency in Three Basic Tool Categories: Master the Fundamentals (Webinar) (26WA-2320)26WA-2320 | *Tools for FSA*The 3 P's. The QST trifecta*The integrated planning model*Performance based management*The value chain*The balanced scorecard | O'Brien William |
| 6/5/2026 | 9 a.m. - 12:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Before You Let Them Go: A Whole Brain Approach to Helping Team Members with ADHD Thrive in Your Organization (Webinar) (26WA-1976)26WA-1976 | *Creative Thinking*Productivity*Neurodiversity*Inclusion*Employee Retention | |
| 5/23/2026 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Assessing the Real Ethics of an Organization (Webinar) (26WA-2364)26WA-2364 | *What are the signs of an ethical versus unethical organization?*The need for clear policies*Policies should be detailed, clear and unambiguous*The importance of 'doing the right thing when no one else is looking'*How exceptions offer opportunities to the unethical*Should exceptions be allowed? | Minges Don |
| 6/6/2026 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Global Internal Audit Standards Domain V: Part 2 (Webinar) (26WA-2676)26WA-2676 | *Internal audit*Standards Institute of Internal Auditors*GIAS*IPPF | Fountain Lynn |
| 6/18/2026 | 9:15 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Preparing and Reviewing Workpapers: Essential Tips for Avoiding Deficient Audit and Other Attest Engagements (Webinar) (26WA-2260)26WA-2260 | *Best practices for documenting complex and subjective procedures and conclusions, such as estimates, substantive analytic procedures, etc. that impact the nature and extent of audit documentation needed to support audit conclusions*Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit*Tips for an efficient workpaper review process that complies with relevant standards*Understanding the quality control standards and guidance related to a CPA firm's responsibilities for its system of quality control*Explain the importance of establishing, applying, and monitoring quality control policies and procedures related to audit documentation | Louis Jennifer F |
| 6/2/2026 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The SECURE Act 2.0: Planning Opportunities for Employers (Webinar) (26WA-2284)26WA-2284 | *Implications for Employers*Starter Section 401(k) plans for small employers*Requiring automatic 401(k) enrollment*Improving worker access to emergency savings*Increasing part-time workers' access to retirement accounts*Statute of Limitations on excise taxes imposed on overcontributions to retirement plans*Multiple employer Section 403(b) plans*Automatic portability provisions*Other changes in the administration of company retirement plans | McLeod Allison M. |
| 6/3/2026 | 10:30 - 11:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Ethics: Keeping the Good from Breaking Bad (Webinar) (26WA-2271)26WA-2271 | *Ethical business behavior*Ethical business decisions | |
| 6/3/2026 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Leveraging Analytical Procedures to the Fullest on Audits: Case Studies in Strengthening Audit Evidence (Webinar) (26WA-2188)26WA-2188 | *How well-designed analytic procedures enhance audit quality*Elements of strong analytic procedures*Selecting the proper analytic, and altering the strength for the intended purpose*Evaluating the data used in generating expectations*Improving documentation, including evaluating sufficiency and appropriateness of the audit evidence obtained | Louis Jennifer F |
| 5/30/2026 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Power of a Good Story! (Webinar) (26WA-2913)26WA-2913 | *The 3 elements of storytelling *3 real world examples*10 thoughts for the road | O'Brien William |
| 6/27/2026 | 1:30 - 5:05 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| HR Investigations Episode 3: Gathering, Analyzing, Reporting (Webinar) (26WA-2812)26WA-2812 | *Documentary evidence gathering and analysis*Site visits*Surveillance*Analysis by comparison and contrast*Analysis by quantifying and connecting*Analysis by identifying patterns*Written reports*Testifying | |
| 6/24/2026 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Budget Mastery: Process, Problems and Solutions (Webinar) (26WA-2103)26WA-2103 | *Defining the budget process*Common budgetary cultures and discussion of solutions*Does your budget need an overhaul or just a tune up?*How to make the budget flexible*Making a better budget and maybe even a better you (or at least improving the perception of the budget work itself) | Mims Robert |
| 5/28/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Business Federal Tax Update: Navigating the Current Tax Landscape (Webinar) (26WA-1853)26WA-1853 | *Thorough exploration of essential IRC Sections pertinent to business income taxation*Comprehensive assessment of recent changes and updates in business taxation*Examination of business changes arising from significant legislative updates*Analysis of pertinent tax code sections, including Section 199A*Addressing tax considerations for various business schedules (C, F, and E)*Navigating partnership, corporation, and LLC taxation issues*Unpacking the complexities of COVID-19-related subsidies and their tax implications*Interaction of Code Section 461(l) with Section 382 and carryover rules*Understanding defaulted loans, bankruptcy implications, and their tax treatment*Grasping the impact of the CARES, HEROES, and HEALS acts on business income taxation*Special rules governing the business use of a home*Reporting requirements for converting personal use property to business use | Werner Arthur J |
| 5/19/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Financial Acumen for Today's HR Leader (Webinar) (26WA-2906)26WA-2906 | *Financial Statement Insight*Trend Analysis*Financial Benchmarks | Lindell James T |
| 6/26/2026 | 8 - 9 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Creating a Culture of Trust (Webinar) (26WA-2205)26WA-2205 | *Culture*Trust | |
| 6/1/2026 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| AI and You (Webinar) (26WA-1905)26WA-1905 | *Leadership*Future of Work*Workforce Planning*Change Management*Technology in HR*Job Redesign | Cadigan Steve |
| 5/21/2026 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| AI and You (Webinar) (26WA-2790)26WA-2790 | *Leadership*Future of Work*Workforce Planning*Change Management*Technology in HR*Job Redesign | Cadigan Steve |
| 6/23/2026 | 9:30 - 10:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Critical Thinking Skills: Prevent Mistakes Now (Webinar) (26WA-2580)26WA-2580 | *Critical Thinking*Communication | Daly John L |
| 6/15/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Securing Executive Buy-In for Your Initiatives: Communication Techniques to Persuade Decision-Makers (Webinar) (26WA-2224)26WA-2224 | *Persuasion*Executive Buy-In*Communication*Leadership | |
| 6/1/2026 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Interviewing, Onboarding and Training 101 (Webinar) (26WA-2965)26WA-2965 | *Best practices on interviewing*Best practices for onboarding*Best practices with training | |
| 6/29/2026 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Excelling at Excel: Tips, Tricks and Updates (Webinar) (26WA-2593)26WA-2593 | *Excel version differences and compatibility*Customize Excel so it works the way you work*Learn new shortcuts to work quicker*Learn some of the newer formulas to streamline your spreadsheets*Take on tables & a powerful tool for data analysis | Cooper Tracy |
| 6/16/2026 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Employees Today and Tomorrow: The ROI on Your People (Webinar) (26WA-2236)26WA-2236 | *Dealing with people issues the right way*Conflict management issues*How to truly empower your employees?*Organizational culture and how to be a part of positive change*What are some the 'other' employee issues that go unsaid?*What does work/life balance mean today? | Mims Robert |
| 6/2/2026 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Emotional Intelligence for Professionals: Mastering the Human Side of Success (Webinar) (26WA-2048)26WA-2048 | *Emotions*Relationships*Emotional Intelligence*Communication | |
| 5/26/2026 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Controllership Series: The Controller's Role in Pro Forma Financial Statements (Webinar) (26WA-2795)26WA-2795 | *Accounting*Finance | Fountain Lynn |
| 6/23/2026 | 2 - 3:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Asset Misappropriation: Let Me Count the Ways (Webinar) (26WA-2732)26WA-2732 | *Identifying opportunity*The three most common behavioral red flags that we should always look for*The many ways to commit check fraud (it's so easy)*Why inventory is such a good place to hide theft of assets*How to cover up inventory fraud*Accounts Receivable Fraud and how it works*How to count inventory that's not there | Dycus Dennis F |
| 6/20/2026 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Building Personal Leadership Skills (Webinar) (26WA-2087)26WA-2087 | *Leadership*Personality Types*Communication*Uses of AI in the work place | Lindell James T |
| 5/27/2026 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Controller Function: Inventory, Part 1 (Webinar) (26WA-2603)26WA-2603 | *Accounting*Finance*Operations | Fountain Lynn |
| 6/16/2026 | 10 - 11:40 a.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| Global IIA Standards Fundamentals and Domain I and II: Part 1 (Webinar) (26WA-1958)26WA-1958 | *Accounting*Internal Audit*Internal Control*GIAS Standards*Internal Audit Standards | Fountain Lynn |
| 5/22/2026 | 4 - 6:05 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| The Controllership Series: The Controller's Role in Financial Forecasting (Webinar) (26WA-2333)26WA-2333 | *Accounting*Finance | Fountain Lynn |
| 6/5/2026 | 6 - 7:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| The Controllership Series: The Future Role of the Controller, Part 2 (Webinar) (26WA-2926)26WA-2926 | *Accounting and Finance | Fountain Lynn |
| 6/27/2026 | 10 - 11:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| K2's Collaboration: Best Platforms and Practices (Webinar) (26WA-2039)26WA-2039 | *The primary drivers of collaboration*Who are the leading collaboration technology providers*Why collaboration sometimes fails*Best practices to facilitate collaboration*Today's leading collaboration providers and tools | Stephens Tommy G |
| 5/26/2026 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Top Employment Tools to Protect Your Business and Recommend to Business Clients (Webinar) (26WA-2595)26WA-2595 | *arbitration agreements*confidentiality agreements*restrictive covenants*training*severance agreements | Ackels Alana K. |
| 6/16/2026 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's Advanced QuickBooks Tips And Techniques (Webinar) (26WA-2097)26WA-2097 | *Tips for improving efficiency with QuickBooks and QuickBooks Online*Better reporting when working in QuickBooks environments*Tips for cleaning up QuickBooks and QuickBooks Online instances*Managing inventory more effectively when working with QuickBooks and QuickBooks Online | Stephens Tommy G |
| 5/28/2026 | 12:30 - 4:10 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Using Psychology Secrets to Love Your Life and Get More Done (Webinar) (26WA-2566)26WA-2566 | *What makes people really happy--and what doesn't*The 3 most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to deal with difficult people so they don't bring you down*How to use positive psychology principles to help your business | Robinson Jonathan |
| 6/15/2026 | 2 - 5:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Business Longevity: Stabilize, Strengthen and Succeed (Webinar) (26WA-2837)26WA-2837 | *Business Management*Strategic Planning*The role of AI in Business | Lindell James T |
| 6/24/2026 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Federal Tax Update: Individual and Business Current Developments (Webinar) (26WA-2014)26WA-2014 | *Discuss the most recent individual and business income tax legislation passed to date*Walk through major tax changes to corporations, partnerships and/or individuals and any changes to the income tax forms and other related schedules*Review numerous business income tax provisions including but not limited to the 20% qualified business income (QBI) deduction; changes to NOLs, Section 461(l) business loss limitations, Section 163(j) business interest deduction limitations, accounting method changes, depreciation, retirement plans, fringe benefits and entertainment expenses*Brush up on the individual and business income tax rates (e.g., income tax rates, capital gain tax rates, self-employment tax and alternative minimum tax (AMT), 3.8% net investment income tax)*Discuss other individual income tax topics and changes to filing status, personal exemptions, itemized deductions, exclusions from income, adjustments to income and income tax credits (e.g., child tax credit and dependent care credit)*Walk through the*NEW final required minimum distribution (RMD) regulations*Review other important IRS audit areas such as basis and at-risk limitations for S shareholders and partners, passive activity losses and real estate professionals and self-employment taxes | Garverick Pat |
| 5/26/2026 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Cash Management: Strategies for Long-Term Success (Webinar) (26WA-2745)26WA-2745 | *Developing short-term cash flow projections*How do we assure adequate cash availability without having idle cash?*Take advantage of your bank's cash management services*Working capital loans*Controlled disbursement accounts*Sweep accounts and other short-term investments*ACH transactions*Direct transfers*Lock boxes*Credit and collections*Reconciliation frequency*Managing cash short-falls | Daly John L |
| 6/22/2026 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics, Part 3 -- Steganography (Webinar) (26WA-2702)26WA-2702 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/19/2026 | 2 - 3:30 p.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
| Aligning Analytics to COSO's Fraud Risk Management Principles (Webinar) (26WA-2531)26WA-2531 | *COSO Fraud Risk Management Guide*Aligning data analytics considerations to an effective fraud risk management program*How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program | Walden Vincent |
| 6/13/2026 | 12 - 1:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 360 Budgeting: A Holistic Approach to Process and Solutions (Webinar) (26WA-1788)26WA-1788 | *Defining the budget process*Common budgetary cultures and discussion of solutions*Does your budget need an overhaul or just a tune up?*How to make the budget flexible*Making a better budget and maybe even a better you (or at least improving the perception of the budget work itself)*How to build a flexible budget model that works?*What are the steps we can take to budget for economic and external factors beyond our control?*How the right Chart of Accounts can simply your work*Budget and GAAP are not the same and why they are fine not to be*Efficiently modeling payroll and benefits*Identifying controllable and uncontrollable expense*Using key variables to stress-test your budget*Understanding your own leadership tendencies and applying them to your strengths?*Understanding core personality types*Learning what type of person you are?*Managing and coping with the budget team*Effectively dealing with the A, B, C and other players?*Identifying the 'Big Picture' and your role in effective communication*Communicating so others can understand us*Understanding a presentation's anatomy?*Tips and tricks for budget presentations | Mims Robert |
| 5/18/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Employees Today and Tomorrow: Understanding and Improving The Employee Life Cycle (Webinar) (26WA-2064)26WA-2064 | *Understanding the various stages of the employment life cycle*Onboarding and orientation*Best practices and examples*What goes wrong with training and growth priorities?*Are performance evaluations necessary?*Unleashing your staffs' hidden talents | Mims Robert |
| 5/27/2026 | 3 - 4:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| IFRS vs. US GAAP: Major Accounting Differences (Webinar) (26WA-2803)26WA-2803 | *Explore major differences in the design and structure of IFRS vs. U.S. GAAP*Discover significant differences in financial statement presentation and disclosure principles, including:*Periods required to be reported*Interim financial reporting*Debt classification, and more*Recognize significant differences in initial recognition and subsequent measurement standards, including:*Consolidation*Equity method investments | Louis Jennifer F |
| 6/23/2026 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics, Part 3 -- Steganography (Webinar) (26WA-1960)26WA-1960 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 5/22/2026 | 10 - 11:30 a.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
| Develop Your Emotional Intelligence to Be More Successful in Life and Leadership (Webinar) (26WA-2444)26WA-2444 | *Emotional Intelligence (EQ) in Leadership*Building Stronger Workplace Relationships*Creating and Leading High-Performing Teams*Navigating Change with Emotional Intelligence | Lokhorst Jonathan R |
| 6/9/2026 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| I want the TRUTH: Preparing to Be an Expert Witness (Webinar) (26WA-2947)26WA-2947 | *Rules of civiland criminal procedure*Applicable standards*Testifying basics*Cross-examination techniques | Cotton David L |
| 6/29/2026 | 1:30 - 3:20 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Safety Synergy: Uniting Elements for a Secure Workplace (Webinar) (26WA-2102)26WA-2102 | *How to evaluate physical security*Increase situational awareness*Simple De-escalation techniques*Mental Health awareness*Safe Termination Strategy*Active Shooter Response Overview | Sexton Andy Ayers Chad |
| 5/28/2026 | 6 - 7:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Global Internal Audit Standards Domain IV: Part 2 (Webinar) (26WA-2484)26WA-2484 | *Internal audit*Standards*GIAS*Accounting*Auditing | Fountain Lynn |
| 6/11/2026 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Advanced Cost Accounting: Eliminate Calculation Distortions (Webinar) (26WA-2889)26WA-2889 | *Cost Accounting | Daly John L |
| 6/26/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| IFRS Update (Webinar) (26WA-2372)26WA-2372 | *Explore where financial statement preparers should focus the most time and attention on now when preparing interim and annual financial statements, such as:*o Costs charged to PP&E in the "testing&" phase*o Calculating onerous contract costs*o Calculating the 10 percent test for determining substantially different cash flows*Discover highlights of recently-issued IFRS pronouncements, focusing on changes with upcoming effective dates, such as:*o Classification of liabilities as current*o Defining accounting estimates | Louis Jennifer F |
| 6/6/2026 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Next Generation Excel Reporting (Webinar) (26WA-2070)26WA-2070 | *Identifying weaknesses in traditional reporting processes*Using leading-edge features in Excel to improve reporting practices*How to work with Power Query to solve common reporting challenges*Adding Slicers and Timelines to your Excel-based reports | Stephens Tommy G |
| 5/27/2026 | 12 - 7:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Current Fraud Trends: Not-for-Profit and Government Entities (Webinar) (26WA-2802)26WA-2802 | *Best practices for fraud prevention and detection*Common fraud schemes in nonprofit and government entities including cash misappropriation, payroll fraud, vendor fraud, falsified billings, improper use of credit cards or purchase cards, the redirection of cash and non-cash contributions, personal use of assets, the redirection of grant benefits, other grant related fraud, travel and expense reporting fraud | Louis Jennifer F |
| 6/23/2026 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Excelling at Excel: The Magic of Power Query (Webinar) (26WA-1818)26WA-1818 | *Intro to Power Query & how to get started*Examples of data clean up using Power Query*Combining workbooks and files with Power Query | Cooper Tracy |
| 5/19/2026 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Business Longevity: Stabilize, Strengthen and Succeed (Webinar) (26WA-2084)26WA-2084 | *Business Management*Strategic Planning*The role of AI in Business | Lindell James T |
| 5/27/2026 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| A New Productivity for the New World: Goal Achievement for the 21st Century -- A Whole Brain Approach (Webinar) (26WA-2978)26WA-2978 | *Mindfulness*Creative Thinking*Productivity*Performance*Neuroscience*Leadership | |
| 6/30/2026 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Ethics Aren't for the Byrdes in Ozark (Webinar) (26WA-2910)26WA-2910 | *Ethical business behavior*Ethical business decisions*Ethical management decisions*Ethical decisions in human resource management | |
| 6/27/2026 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Critical Thinking Skills: Prevent Mistakes Now (Webinar) (26WA-1798)26WA-1798 | *Critical Thinking*Communication | Daly John L |
| 5/18/2026 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Inventory Accounting GAAP, Software and Recognizing Variances (Webinar) (26WA-2475)26WA-2475 | *Inventory accounting*GAAP*Methods for dealing with variances | Daly John L |
| 6/11/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Revenue Recognition Topic 606 Contract with Customers: Identify the Contract, Part 2 (Webinar) (26WA-2293)26WA-2293 | *Revenue Recognition*Accounting | Fountain Lynn |
| 6/4/2026 | 12 - 1:10 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Current Fraud Trends: Not-for-Profit and Government Entities (Webinar) (26WA-2547)26WA-2547 | *Best practices for fraud prevention and detection*Common fraud schemes in nonprofit and government entities including cash misappropriation, payroll fraud, vendor fraud, falsified billings, improper use of credit cards or purchase cards, the redirection of cash and non-cash contributions, personal use of assets, the redirection of grant benefits, other grant related fraud, travel and expense reporting fraud | Louis Jennifer F |
| 6/13/2026 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Practical Ethics and Circular 230 Compliance for CPAs and EAs (Webinar) (26WA-2128)26WA-2128 | *Taxpayers' rights and protections*Professional oversight in tax practice*Navigating Circular 230 complexities*Ethical practice before the IRS*Preparer roles and responsibilities*Compliance with rules on written advice*Ensuring client confidentiality*Upholding best practices in tax preparation | Werner Arthur J |
| 5/28/2026 | 10 a.m. - 1:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Before You Let Them Go: A Whole Brain Approach to Helping Team Members with ADHD Thrive in Your Organization (Webinar) (26WA-2976)26WA-2976 | *Creative Thinking*Productivity*Neurodiversity*Inclusion*Employee Retention | |
| 6/30/2026 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| What's Changing in Risk Assessment (Webinar) (26WA-2118)26WA-2118 | *Auditing*Yellowbook | Galasso Melisa |
| 5/28/2026 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Global Internal Audit Standards Domain V: Part 1 (Webinar) (26WA-1920)26WA-1920 | *Internal Audit*Internal Controls*Standards*Institute of Internal Auditors | Fountain Lynn |
| 5/21/2026 | 12 - 1:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Building Personal Leadership Skills (Webinar) (26WA-2840)26WA-2840 | *Leadership*Personality Types*Communication*Uses of AI in the work place | Lindell James T |
| 6/24/2026 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Controllership Series: The Controller's Role in Procurement Function (Webinar) (26WA-2793)26WA-2793 | *Accounting*Finance*Procurement | Fountain Lynn |
| 6/23/2026 | 6 - 7:15 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| 1065: Understanding Partnerships Tax Returns (Webinar) (26WA-2643)26WA-2643 | *Partnership taxation*Different types of partnerships*Tax obligations of partners*Role of the partnership agreement in tax reporting*Filing deadlines of Form 1065 | Werner Arthur J |
| 6/17/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| IRS Cybersecurity Checklist (Webinar) (26WA-1963)26WA-1963 | *Defining Cybersecurity and Cyber Risks*Implications of Cybercrime*Cyber Attack Trends*Landscape of Cyberattacks*Laws and Regulations*Security Standards and Frameworks*Cybersecurity Roadmap | Werner Arthur J |
| 5/22/2026 | 2 - 3:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ACPEN Signature 2026: S Corporations Update (Webinar) (26WA-2990)26WA-2990 | *Making the S election.*Per share per day accounting rules.*Revenue procedures for curing various errors that can adversely affect S status.*Regulatory safe harbors for routine commercial agreements.*Employment tax issues. | Davis C. Clinton |
| 6/30/2026 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Controllership Series: The Financial Close Process (Webinar) (26WA-1793)26WA-1793 | *Accounting*Finance*Financial Statements | Fountain Lynn |
| 5/18/2026 | 2 - 3:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| 10 Keys to Outstanding Service and More Referrals (Webinar) (26WA-2565)26WA-2565 | *Communicate more powerfully with clients and other CPAs by understanding human behavior*How to judge if your communication is effective in motivating someone*How to get someone to really hear you and how to really hear what someone else is "not saying."*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you -- inside and outside the firm*The 3 most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*Secret techniques that super-successful communicators use*How to persuade people without them knowing they are being persuaded*How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their magical abilities.*The three most important keys all successful communicators use*How outstanding service can lead to more promotions and/or client development*The art of getting more referrals and turning referrals into clients*Why great service is better for your business in the long run*How to know what's most important to your client or boss--so you can focus on that | Robinson Jonathan |
| 6/15/2026 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Ethical Side of Trust (Webinar) (26WA-2363)26WA-2363 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics | Karwic Richard A Minges Don |
| 6/6/2026 | 8 - 9:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Promoting Mental Health in the Workplace to Prevent Violence (Webinar) (26WA-2721)26WA-2721 | *Mental Health Awareness | Ayers Chad Sexton Andy |
| 6/20/2026 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Ethics Hour: Dealing With Conflicts of Interest -- Members in Business and Industry (Webinar) (26WA-2387)26WA-2387 | *The multi-step process to address conflicts of interest*How to remedy threats*Preparing to defend your actions or inactions*Causes of conflicts of interest | Minges Don |
| 6/8/2026 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| The Psychology of Fraud (Webinar) (26WA-2329)26WA-2329 | *Fraud*Fraud Triangle | Cotton David L |
| 6/5/2026 | 2 - 3:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| The Controller Function: Inventory, Part 2 -- Valuation, Inventory Methods and Inventory Fraud (Webinar) (26WA-2256)26WA-2256 | *Accounting*Finance*Procurement*Inventory | Fountain Lynn |
| 6/2/2026 | 10 - 11:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Promote Internal Whistleblowing and Succeed in Creating a Strong Speak Up Culture (Webinar) (26WA-2213)26WA-2213 | *Speak up culture*Encouraging internal whistleblowing*Ethical culture*Internal complaint reporting processes | |
| 6/1/2026 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| How to Get a Better Return on Yellow Book and Single Audits: Avoiding the Most Misapplied Audit Concepts (Webinar) (26WA-2549)26WA-2549 | *Discover the fundamental differences in the auditor's responsibilities between financial statement audits performed in accordance with the SASs and Yellow Book*Understand risk assessment factors above those associated with a financial statement audit only*Learn what must be done beyond the financial statement audit in order to issue required Yellow Book and Single Audit reports on internal controls and compliance*Master designing, performing and documenting effective and efficient tests of compliance requirements*Practice identifying, documenting and communicating the impact of internal control deficiencies and compliance audit findings to the client*Common peer review deficiencies | Louis Jennifer F |
| 6/13/2026 | 10 a.m. - 6 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Building Your Personal Net Worth: Invest in Your Future (Webinar) (26WA-2743)26WA-2743 | *Why people who appear wealthy may be living paycheck to paycheck*Why a millionaire may be living in the ordinary house next door*Early and mid-career strategies for accumulating wealth*Where and how to invest your money*Why fees and commissions should concern you*Strategies for buying stocks, mutual funds and ETFs | Daly John L |
| 6/22/2026 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Revenue Recognition Topic 606: Identify Performance Obligations, Part 2 (Webinar) (26WA-2746)26WA-2746 | *Revenue Recognition*Accounting | Fountain Lynn |
| 6/22/2026 | 2 - 3:20 p.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
| How to Get a Better Return on Yellow Book and Single Audits: Avoiding the Most Misapplied Audit Concepts (Webinar) (26WA-2804)26WA-2804 | *Discover the fundamental differences in the auditor's responsibilities between financial statement audits performed in accordance with the SASs and Yellow Book*Understand risk assessment factors above those associated with a financial statement audit only*Learn what must be done beyond the financial statement audit in order to issue required Yellow Book and Single Audit reports on internal controls and compliance*Master designing, performing and documenting effective and efficient tests of compliance requirements*Practice identifying, documenting and communicating the impact of internal control deficiencies and compliance audit findings to the client*Common peer review deficiencies | Louis Jennifer F |
| 6/23/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Contract and Procurement Fraud (Webinar) (26WA-2948)26WA-2948 | *Procurement phases*Fraud schemes*Fraud red flags*Fraud control activities and safeguards | Cotton David L |
| 6/29/2026 | 8 - 10:05 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Productivity Hacks for Working Remotely (Webinar) (26WA-2887)26WA-2887 | *Virtual Work*Remote Work*Telecommuting*Flexible Work Options | |
| 6/26/2026 | 12 - 1:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Getting On Top of it All: How to Work Smarter, Not Harder -- Part 1 (Webinar) (26WA-1827)26WA-1827 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all | Robinson Jonathan |
| 5/19/2026 | 3 - 6:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| K2's Data Analytics for Accountants and Auditors (Webinar) (26WA-2134)26WA-2134 | *Understanding the importance of data analytics in modern business environments*Generating and interpreting data analytics using everyday applications such as Microsoft Office Excel and Microsoft's Power BI platform*Using regression analysis to create and validate forecasts and projections | Stephens Tommy G |
| 5/28/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Ethics Hour: Accounting Scandals -- What Happened and Why? Can We Prevent Them? (Webinar) (26WA-2351)26WA-2351 | *Why do some choose to deceive, cheat and steal*Can accounting scandals be prevented*A brief history of accounting scandals*What to look for*What should ethical professionals like you do | Minges Don Cooper Tracy |
| 6/6/2026 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| When You Hear Hoofbeats, It May Be a Zebra (Webinar) (26WA-2772)26WA-2772 | *Internal Controls*Fraud Prevention*Fraud Investigation | |
| 6/23/2026 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Employees Today and Tomorrow: Understanding and Improving The Employee Life Cycle (Webinar) (26WA-2883)26WA-2883 | *Understanding the various stages of the employment life cycle*Onboarding and orientation*Best practices and examples*What goes wrong with training and growth priorities?*Are performance evaluations necessary?*Unleashing your staffs' hidden talents | Mims Robert |
| 6/26/2026 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Best-in-Class Recruiting Strategies (Webinar) (26WA-2417)26WA-2417 | *Recruiting & Retention*Talent Management*Employee Engagement | |
| 6/9/2026 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Role of Internal Audit in Enterprise-Wide Risk Management (Webinar) (26WA-2434)26WA-2434 | *Benefits of enterprise risk management*Important objectives, components and principles that underlie the COSO Framework*Identifying events that could cause objectives to not be achieved*Techniques for evaluating both "good" risks (opportunities) and "bad" risks (threats)*The roles and responsibilities of key parties throughout an organization in managing risk | Louis Jennifer F |
| 6/9/2026 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Not-for-Profit Internal Control: Practical Insights Into Mitigating Financial Reporting, Compliance and Other Risks (Webinar) (26WA-2231)26WA-2231 | *Recognizing the importance of each of the key components of a sound system of internal controls over financial reporting, regardless of a nonprofit entity's nature, size or complexity*Understanding the critical role of information technology (IT) general and application controls to reliable financial reporting, even in less-complex IT environments*Exercise in documenting an understanding of the design of internal controls for common classes of transactions for nonprofit entities*Identifying and evaluating the sufficiency of key controls to satisfy control objectives*Understanding the importance of verifying whether an understanding of the design of internal controls has actually been "implemented", and how to exactly go about doing that | Louis Jennifer F |
| 6/1/2026 | 8 - 11:40 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Digital Forensics (Webinar) (26WA-2393)26WA-2393 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/8/2026 | 2 - 3:35 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| Excelling at Excel: Tips, Tricks and Updates (Webinar) (26WA-2949)26WA-2949 | *Excel version differences and compatibility*Customize Excel so it works the way you work*Learn new shortcuts to work quicker*Learn some of the newer formulas to streamline your spreadsheets*Take on tables & a powerful tool for data analysis | Cooper Tracy |
| 6/29/2026 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Partnership Preparation, Basis Calculations and Distributions: Form 1065 Schedule K and K-1 Analysis (Webinar) (26WA-1918)26WA-1918 | *Extensive review of the partnership tax laws with an emphasis on any new legislative changes*Review the Form 1065 to learn how income statement items get reported on the partnership/LLC tax return (i.e., page 1 versus Schedule K) and flow-thru to the partner/members on Schedule K-1*Analyze the Schedule K-1 line-by-line and discuss where the items get reported on the individual's Federal income tax return and how the items affect the partner/member's outside basis*Look at detailed Schedule K-1 information reporting to partners/members needed for the qualified business income (QBI) deduction, 3.8% net investment income tax and business interest expense limitations*Formation issues including the mandatory allocation of the Section 704(c) pre-contribution gain or losses back to the contributing partner/member*Calculating the tax and Section 704(b) book capital accounts*Reporting recourse and non-recourse debt on the Schedule K-1Tax ramifications and reporting of cash and non-cash distributions including disproportionate distributions of "hot assets"*Overview of the Section 754 election for optional basis adjustments triggering Section 743 (transfer of interests) and Section 734 (distributions) | Garverick Pat |
| 5/21/2026 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Ethics: Keeping the Good from Breaking Bad (Webinar) (26WA-2774)26WA-2774 | *Ethical business behavior*Ethical business decisions | |
| 6/23/2026 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Habits That May Keep You from Promotions, Raises or Achieving Your Potential in Organizations: Small Steps Can Lead to Big Changes (Webinar) (26WA-2440)26WA-2440 | *Leadership*Management | Flores Mario |
| 6/9/2026 | 12 - 4 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| Resolving Ethical Dilemmas: You Make the Call (Webinar) (26WA-2328)26WA-2328 | *Ethical frameworks*Threats and safeguards to objectivity and independence | Cotton David L |
| 6/5/2026 | 10 - 11:20 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | 1.5 Ethics |
| Written Information Security Plans (Webinar) (26WA-2898)26WA-2898 | *Introduction to the Gramm-Leach-Bliley Act and its impact on data security*Circular 230 compliance and due diligence for practitioners*AICPA Statements of Standards relevant to WISP requirements*Key components of a Written Information Security Plan*Training requirements for employees, staff, and contractors*Practical guidance for drafting and implementing a WISP*FTC enforcement of data security standards for PTIN holders*Best practices for maintaining and updating WISP compliance | Hourani Mary Jane |
| 6/26/2026 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics, Part 2 -- Cryptology (Webinar) (26WA-1957)26WA-1957 | *Forensic Accounting*Accounting*Finance*Auditing | Fountain Lynn |
| 5/22/2026 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Annual Update for Not-for-Profit Accountants & Auditors (Webinar) (26WA-1935)26WA-1935 | *Not for Profit*Auditing & Accounting*Yellowbook | Galasso Melisa |
| 5/21/2026 | 1 - 7 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| Tax Power Ethics for Tax Professionals (Webinar) (26WA-1903)26WA-1903 | *AICPA Code of Professional Conduct and interpretations*Statements on Standards for Tax Services*Tax preparer standards in the Internal Revenue Code*Rules for practice with and before the IRS, including IRS Circular 230*New developments*Best practices and case studies | |
| 5/21/2026 | 11:30 a.m. - 1:20 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The CFO Series: Artificial Intelligence -- A Practical Guide for Financial Leaders and CFOs (Webinar) (26WA-1817)26WA-1817 | *AI Evolution: How has AI evolved and where does it stand today*Generative AI: What exactly is & generative AI; and how is it different*AI Limitations: What AI can't, shouldn't or won't do*AI Applications: How can I practically use AI right now*AI Ethics: What are the ethical implications of incorporating AI in my work | Cooper Tracy |
| 5/19/2026 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| When Leadership Fails (Webinar) (26WA-2730)26WA-2730 | *Who's responsible*The importance of policies and procedures*The development, implementation and monitoring of internal controls*There is no excuse*Who steals*The Tone At the Top and the Big Monkey Theory | Dycus Dennis F |
| 6/20/2026 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Revenue Recognition in an Environment of Uncertainty (Webinar) (26WA-1983)26WA-1983 | *Alternatives to adopting Topic 842*Short-term lease and related-party leasing arrangements*Identifying lease agreements under the new rules*Proper treatment of lease incentives, leasehold improvements, and lease modifications | Louis Jennifer F |
| 5/23/2026 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Businesses Receiving Government Assistance (Webinar) (26WA-1984)26WA-1984 | *What is Yellow Book?*What is different because of Yellow Book?*When might Yellow Book apply to a business?*Common application of concepts to businesses*Answers to common questions | Louis Jennifer F |
| 5/23/2026 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| AI and You (Webinar) (26WA-2426)26WA-2426 | *Leadership*Future of Work*Workforce Planning*Change Management*Technology in HR*Job Redesign | Cadigan Steve |
| 6/9/2026 | 9:30 - 10:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Creative Strategies for Buying, Selling or Gifting a Business (Webinar) (26WA-2766)26WA-2766 | *Valuation methods for business interests*Stock purchase versus asset purchase*Estate transfer and tax considerations*Gifting strategies for business interests*Trusts and partnerships in business transfers*Self-canceling installment notes in transactions*Transferring S corporation stock to trusts*Business interest transfer with Employee Stock Ownership Plan (ESOP) | Werner Arthur J |
| 6/22/2026 | 2 - 9:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| From Numbers to Narrative: Effectively Presenting Your Budget and Reporting (Webinar) (26WA-2670)26WA-2670 | *Identifying the 'Big Picture' and your role in effective communication*Communicating so others can understand us*Understanding a presentation's anatomy?*Tips and tricks for budget presentations | Mims Robert |
| 6/18/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: The Financial Close Process (Webinar) (26WA-2514)26WA-2514 | *Accounting*Finance*Financial Statements | Fountain Lynn |
| 6/12/2026 | 8 - 9:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Resolve Ethical Conflicts: Do the Right Thing and Keep Your Job (Webinar) (26WA-2609)26WA-2609 | *Ethics*Resolving Conflict | Daly John L |
| 6/16/2026 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Common Sense CFO: Decoding and Mitigating Internal and External Risks (Webinar) (26WA-1974)26WA-1974 | *Defining risk as it impacts organizations*Understanding external and internal risks*Examples of these risks*How do we identify and assess?*What can be done about the risks?*Developing a risk mitigation strategy*Monitoring and mitigating risk | Mims Robert |
| 5/22/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: The Controller's Role in Internal Controls (Webinar) (26WA-2954)26WA-2954 | *Accounting*Finance*Internal Controls | Fountain Lynn |
| 6/29/2026 | 2 - 3:15 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Resolving Ethical Dilemmas: You Make the Call (Webinar) (26WA-2629)26WA-2629 | *Ethical frameworks*Threats and safeguards to objectivity and independence | Cotton David L |
| 6/17/2026 | 2 - 3:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | 1.5 Ethics |
| Effective Coaching Strategies for High Performance (Webinar) (26WA-2085)26WA-2085 | *Coaching*Effective Communication*Problem Solving*Use of AI as a coaching tool | Lindell James T |
| 5/27/2026 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| K2's Excel Best Practices (Webinar) (26WA-2186)26WA-2186 | *Best practices associated with creating Excel workbooks, including managing workbooks*How to secure Excel workbooks*Collaboration options and best practices in Excel*Effective reporting techniques in Excel | Stephens Tommy G |
| 5/30/2026 | 8 a.m. - 3:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Inventory, Expense and Payroll Fraud (Webinar) (26WA-2923)26WA-2923 | *Methods of committing inventory, expense and payroll fraud*What to look for when observing inventory*Detection of inventory fraud*How to recognize fictitious expenses*How to recognize altered expenses*Indicators of fake documentation*The three main reason we ask for documentation*Detection and prevention of ghost employees | Dycus Dennis F |
| 6/27/2026 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Everything You Need to Know About the Pass-Through Entity Rules: IRC Section 199A, The Code and Regulations (Webinar) (26WA-2681)26WA-2681 | *Understanding the term "QBI" (qualified business income)*Understanding the terms "SSTB" (specified service trade or business)*Understanding the term "QTB" (qualified traded or business)*Calculate the 199A deduction Understanding the phaseouts*Understanding "aggregation"*Rental property as a trade or business*Identify how your clients can maximize the deduction*Planning ideas*Understand the Section 199A Regulations | Werner Arthur J |
| 6/18/2026 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| IFRS SMES vs. IFRS (Webinar) (26WA-2871)26WA-2871 | *Overview of IFRS for SMEs*General pervasive similar concepts*Differences with financial instruments*Differences with business combinations*Differences in investments in other entities*Differences in intangible assets*Differences in income taxes*Differences in employee benefits*Differences in revenue and expenses | Louis Jennifer F |
| 6/25/2026 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Revenue Recognition: Allocate the Transaction Price (Webinar) (26WA-1883)26WA-1883 | *Revenue Recognition on Contracts with customers | Fountain Lynn |
| 5/20/2026 | 10 - 11:40 a.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| The Controller Function: Elevating the Role (Webinar) (26WA-2832)26WA-2832 | *Accounting*Finance*Auditing*Business Development | Fountain Lynn |
| 6/24/2026 | 12 - 1:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Optimize Your Staff's Performance (Webinar) (26WA-2352)26WA-2352 | *The 4 perspectives of optimization*The Two Circle Analysis. The What*The How. The Leadership 10*The Fatal 13*5 thoughts for a healthy work environment | O'Brien William |
| 6/6/2026 | 2 - 5:50 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Thrive Amidst the Chaos: Three Steps to Increase Your Energy and Learn to Dance in the Rain (Webinar) (26WA-2671)26WA-2671 | *Health and Wellness*Burnout*Stress Management*Employee Engagement | |
| 6/18/2026 | 1 - 2 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Preparing to be a Forensic Accountant: Cloud Forensics (Webinar) (26WA-2170)26WA-2170 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 5/29/2026 | 10 - 11:20 a.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
| IFRS vs. US GAAP: Major Accounting Differences (Webinar) (26WA-2345)26WA-2345 | *Explore major differences in the design and structure of IFRS vs. U.S. GAAP*Discover significant differences in financial statement presentation and disclosure principles, including:*Periods required to be reported*Interim financial reporting*Debt classification, and more*Recognize significant differences in initial recognition and subsequent measurement standards, including:*Consolidation*Equity method investments | Louis Jennifer F |
| 6/5/2026 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Top Ten Productivity Booster Apps in Microsoft 365 (Webinar) (26WA-2173)26WA-2173 | *Enhancing communication and collaboration: Shared Mailboxes, Groups, and Places*Optimizing task and project management: Planner, Lists, and To Do*Streamlining training and workflow automation: Stream, Viva Learning, Forms, Bookings, and Approvals | Stephens Tommy G |
| 5/29/2026 | 12 - 2 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Taxation of Business Entities (Webinar) (26WA-2710)26WA-2710 | *Types of business entities (Sole proprietorship, Partnership, Corporation, Limited Liability Company and Limited Liability Partnership)*Considerations in choosing a business entity, including taxes, limited liability protection, management & control, funding options & opportunities, tax consequences for the owners and the business.*Future tax considerations that will impact various business entities. | McLeod Allison M. |
| 6/19/2026 | 2 - 4:20 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
| Ethical Leadership: Power, Influence, Integrity and Trust (Webinar) (26WA-2882)26WA-2882 | *The difference between personal power and positional power*How proper use of power can be used to influence an ethical culture*Leadership requires trust*Knowing why trust cannot exist without credibility*Understanding why ethics and trust require one another*Appreciating the competitive benefits of commitment to ethical leadership | Karwic Richard A |
| 6/26/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Top Employment Tools to Protect Your Business and Recommend to Business Clients (Webinar) (26WA-2919)26WA-2919 | *arbitration agreements*confidentiality agreements*restrictive covenants*training*severance agreements | Ackels Alana K. |
| 6/27/2026 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| It Is Legal, But Is It Really Ethical? (Webinar) (26WA-2297)26WA-2297 | *Is 'legal' the same as 'ethical'?*Why or why not? *The value of using the Code of Professional Conduct properly.*Resolving situations where the two are divergent. | Minges Don Berry Robert |
| 6/4/2026 | 8 - 9:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Cost and Pricing Models: Boost Your Bottom Line (Webinar) (26WA-2608)26WA-2608 | *Cost Accounting*Activity-based Costing | Daly John L |
| 6/16/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| IFRS Update (Webinar) (26WA-2869)26WA-2869 | *Explore where financial statement preparers should focus the most time and attention on now when preparing interim and annual financial statements, such as:*o Costs charged to PP&E in the "testing&" phase*o Calculating onerous contract costs*o Calculating the 10 percent test for determining substantially different cash flows*Discover highlights of recently-issued IFRS pronouncements, focusing on changes with upcoming effective dates, such as:*o Classification of liabilities as current*o Defining accounting estimates | Louis Jennifer F |
| 6/25/2026 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| S Corporations: Overview (Webinar) (26WA-1895)26WA-1895 | *Overview of S Corporation election and compliance requirements*Comparison of S Corporations with other business entities*Preparing Form 2553 and addressing late filing relief*Shareholder stock and debt basis considerations*Form 1120S and Schedule K-1: key aspects and reporting requirements*Officer reasonable compensation requirements and IRS audit strategies*Introduction to Schedules K-2 and K-3*Compliance with corporate formalities and taxable fringe benefits | Hourani Mary Jane |
| 5/20/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Audit Skills for Beginners (Webinar) (26WA-1845)26WA-1845 | *Professional skepticism -- Creating a mindset for finding fraud and error*Audit documentation basics -- Creating workpapers that pass review*The audit risk model -- Understanding the foundational principles*Internal control fundamentals - Satisfying the requirements for evaluating the design and implementation of internal control over financial reporting | Louis Jennifer F |
| 5/19/2026 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Hardest Ethical Dilemma: Why Revenge Will Always Backfire (Webinar) (26WA-1780)26WA-1780 | *The quest for fairness*Human nature*Our natural reaction*Selfishness*Conflicts of interest*Equity*Justice*How is the Golden Rule misused?*The allure of revenge and how it destroys?*Understanding rationalizations*How the "Integrity and Objectivity Rule" will lead to better decisions? | Mims Robert Minges Don |
| 5/18/2026 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Controller Function: Cash and Investments (Webinar) (26WA-2486)26WA-2486 | *Accounting*Finance | Fountain Lynn |
| 6/11/2026 | 12 - 1:20 p.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
| Mastering Rapport Skills for Fun and Profit (Webinar) (26WA-1771)26WA-1771 | *How to get people to like you*What leads to people liking each other*Why people judge you, and how to avoid negative judgments*What goes on when we first meet someone*How to put someone at ease*The Elements of Trust*Why we trust someone, and how you can create trust*What leads to a "special bond"*How to repair "broken trust"*How to establish trust in just a few minutes*Mastering Non-Verbal Communication*Why non-verbal communication is so important*How to connect with someone in a non verbal manner*How to create trust and rapport through non verbal means*What to Say to Establish Immediate Rapport*The most effective way to instant intimacy*How to handle your fear of rejection*How to feel immediately confident when talking to anyone*How to get almost anyone to really like you through the use of questions | Robinson Jonathan |
| 5/18/2026 | 12 - 3:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Ethics: A Line in the Sand -- Implications for Daily Business (Webinar) (26WA-1899)26WA-1899 | *Recognize the underlying drivers of individual ethical behavior*Identify the relationship between ethics and integrity*Highlight ethical trends in businesses throughout the world*Review high profile ethics lapses in recent years | Lindell James T |
| 5/20/2026 | 9 a.m. - 12:50 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | 4.2 Ethics |
| K2's Accounting Automation (Webinar) (26WA-2140)26WA-2140 | *Key automation opportunities*Benefits and risks associated with automation*Primary tools available for automation efforts | Stephens Tommy G |
| 5/28/2026 | 9 - 10:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Productivity Hacks for Working Remotely (Webinar) (26WA-2539)26WA-2539 | *Virtual Work*Remote Work*Telecommuting*Flexible Work Options | |
| 6/13/2026 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| A Practical Guide to Trusts (Webinar) (26WA-2143)26WA-2143 | *Trustee responsibilities and trust administration*Strategies for probate avoidance and efficient asset distribution*Tax treatment of revocable living trusts*Marital deductions and bypass trusts*Uses of irrevocable trusts in estate planning*Benefits of irrevocable life insurance trusts*Multi-generational wealth planning with dynasty trusts*Overview of estate planning tools: GRIT, GRAT, GRUT, and QPRT | Werner Arthur J |
| 5/28/2026 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Analytical Procedures for Not-for-Profits (Webinar) (26WA-2619)26WA-2619 | *How to leverage preliminary and substantive analytic procedures to improve the effectiveness and efficiency of financial statement audits*The required elements of a substantive analytic procedures to address detection risk*Tips and traps of applying an analytic approach to satisfy audit objectives*Explaining the usefulness of analyzing diverse trends and ratios in a nonprofit environment to meet the needs of various financial statement users*Common ratios and trends to assess liquidity, operating efficiency, leverage, and more | Louis Jennifer F |
| 6/16/2026 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Cryptocurrencies for the CFO: Explaining Blockchain (Webinar) (26WA-1777)26WA-1777 | *What is money?*What are digital assets?*Understanding the what, why, and how of cryptocurrencies*Understanding the what, why, and how of blockchain*NFT's (Non-Fungible Tokens), their role and impact*Explaining the crypto language | Mims Robert |
| 5/18/2026 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Overcome Your Obstacles to Abundance (Webinar) (26WA-2527)26WA-2527 | *How to know your specific obstacles to becoming rich*Why people use poor marketing and investment strategies, and how to overcome such limitations*The most effective marketing methods, and how to implement them*The power of being super motivated, and 3 methods to keep you motivated long term towards your goals*Having a vision for your business and life that will keep you on the right track | Robinson Jonathan |
| 6/13/2026 | 3 - 6:35 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
| Measuring Audit Risks (Webinar) (26WA-1953)26WA-1953 | *The planning process -- When it starts and when it ends*Determining the audit objectives*The importance of the nature, timing and extent of the audit process*The importance of professional skepticism*The preliminary engagement activities*Documentation of audit risk*Determining materiality | Dycus Dennis F |
| 5/22/2026 | 3 - 5:50 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Allison McLeod's Federal Tax Updates for Individuals - 4 Hour (Webinar) (26WA-2400)26WA-2400 | *Current tax issues affecting individual taxpayers*Review of recent tax legislation*Other issues affecting the profession, including IRS procedure, current cases, and other federal tax issues | McLeod Allison M. |
| 6/8/2026 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Controllership Series: The Controller's Skillset (Webinar) (26WA-2397)26WA-2397 | *Accounting*Finance Skills | Fountain Lynn |
| 6/8/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New PCAOB Quality Control Standard Overview (Webinar) (26WA-1931)26WA-1931 | *Background of the new PCAOB Quality Control Standard*Overview of the elements of a quality control system*Examples of quality risks and potential responses*Highligts of what is different between the AICPA Quality Management Standard | Louis Jennifer F |
| 5/21/2026 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Taxation of Judgements and Settlements (Webinar) (26WA-2264)26WA-2264 | *Types of damages or remedies that can be awarded or agreed upon pursuant to litigation.*Review of the Internal Revenue Code and regulations governing the taxation of various types of litigation payments.*Suggestions for drafting pleadings or settlement agreements. | McLeod Allison M. |
| 6/2/2026 | 11 a.m. - 1:05 p.m. | Online | 2.4 CPE (2.4 tech, 0 non-tech) | |
| Building Personal Leadership Skills (Webinar) (26WA-3005)26WA-3005 | *Leadership*Personality Types*Communication*Uses of AI in the work place | Lindell James T |
| 6/30/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Leveraging Analytical Procedures to the Fullest on Audits: Case Studies in Strengthening Audit Evidence (Webinar) (26WA-2283)26WA-2283 | *How well-designed analytic procedures enhance audit quality*Elements of strong analytic procedures*Selecting the proper analytic, and altering the strength for the intended purpose*Evaluating the data used in generating expectations*Improving documentation, including evaluating sufficiency and appropriateness of the audit evidence obtained | Louis Jennifer F |
| 6/3/2026 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Revenue Recognition Topic 606: Identify Performance Obligations, Part 1 (Webinar) (26WA-2294)26WA-2294 | *Revenue Recognition*Accounting | Fountain Lynn |
| 6/4/2026 | 6 - 7:10 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Ethical Situations: What to do When? (Webinar) (26WA-2751)26WA-2751 | *Intentions versus results.*Is using the 'Threats Based Approach' always the best?*What is, "The clean hands rule," and how does it apply to Ethics?*Situations where Ethics is not black-and-white. | McLeod Allison M. Minges Don |
| 6/22/2026 | 8 - 9:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Awful Ethical Dilemmas: Bringing it to Life (Webinar) (26WA-2753)26WA-2753 | *Following the letter of the Code versus following the spirit of the Code*Preparing for conflicts of interest*Document your analysis of the situations*Five (5) case study examples | Minges Don Inzina J. Michael |
| 6/22/2026 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Independence for Auditors: AICPA, PCAOB, GAO and DOL (Webinar) (26WA-2116)26WA-2116 | *Auditing*Yellowbook*AICPA, GAO, DOL and PCAOB | Galasso Melisa |
| 5/28/2026 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Governmental Accounting 101 (Webinar) (26WA-2356)26WA-2356 | *Fund Types*Budgetary Accounting*Financial Reporting Requirements*Single Audit Act*Audit Standards and Procedures*Best Practices in Governmental Accounting | Crawford Frank W Pembrook Chris |
| 6/6/2026 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Why Auditors Fail To Detect Fraud (Webinar) (26WA-1955)26WA-1955 | *Reasons auditors fail to detect fraud*Willful Ignorance*SAS No. 82*Additional documentation*How and who to talk to*Determining the Tone At the Top*How to Determining Intent*If you expect it, you will see it | Dycus Dennis F |
| 5/22/2026 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (26WA-2354)26WA-2354 | *Financial Statement Preparation*Common Mistakes made in Preparing Financial Statements*GASB Financial Statement Preparation Standards | Pembrook Chris Crawford Frank W |
| 6/6/2026 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Neurodiversity and Productivity: Include More Minds to Make the Most of Your Time (Webinar) (26WA-2203)26WA-2203 | *Neurodiversity*Productivity*Leadership*Management*Communication*Inclusion*Culture*Empathy | |
| 6/1/2026 | 11 a.m. - 12:15 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Fraud Unmasked: Understanding and Preventing White-Collar Crime (Webinar) (26WA-1975)26WA-1975 | *Fraud Prevention*Accounting*Business Ethics | Gallagher Chuck |
| 5/22/2026 | 10 - 11:40 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| The SECURE Act 2.0: Planning Opportunities for Employers (Webinar) (26WA-2641)26WA-2641 | *Implications for Employers*Starter Section 401(k) plans for small employers*Requiring automatic 401(k) enrollment*Improving worker access to emergency savings*Increasing part-time workers' access to retirement accounts*Statute of Limitations on excise taxes imposed on overcontributions to retirement plans*Multiple employer Section 403(b) plans*Automatic portability provisions*Other changes in the administration of company retirement plans | McLeod Allison M. |
| 6/17/2026 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Advanced Cost Accounting: Eliminate Calculation Distortions (Webinar) (26WA-1797)26WA-1797 | *Cost Accounting | Daly John L |
| 5/18/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Assessing the Real Ethics of an Organization (Webinar) (26WA-1949)26WA-1949 | *What are the signs of an ethical versus unethical organization?*The need for clear policies*Policies should be detailed, clear and unambiguous*The importance of 'doing the right thing when no one else is looking'*How exceptions offer opportunities to the unethical*Should exceptions be allowed? | Minges Don |
| 5/22/2026 | 8 - 8:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Controllership Series: Financial Statement Preparation (Webinar) (26WA-2335)26WA-2335 | *Accounting*Finance*Financial Statement Preparation | Fountain Lynn |
| 6/5/2026 | 4 - 6:25 p.m. | Online | 2.6 CPE (2.6 tech, 0 non-tech) | |
| Common Deficiencies in SSARS Engagements (Webinar) (26WA-2113)26WA-2113 | *Auditing*Yellowbook*SSARS | Galasso Melisa |
| 5/28/2026 | 6 - 9:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Performance Management: Hiring to Retiring (Webinar) (26WA-1881)26WA-1881 | *Employee Engagement*Recruiting/Staffing*Talent Management*Employee Relations | |
| 5/20/2026 | 9 - 10:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Art of Accountability: Effective Strategies for Tough Conversations (Webinar) (26WA-2109)26WA-2109 | *Leadership*Conflict management*Accountability*Employee engagement | |
| 5/28/2026 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Avoiding Legal Liability and Peer Review Deficiencies in Nonaudit Services, Including Bookkeeping and Preparing Financial Statements (Webinar) (26WA-2433)26WA-2433 | *Differentiating risks faced when performing nonaudit services, such as reviews, compilations, preparing financial statements, bookkeeping, tax return preparation, and similar*Best practices for preventing quality control concerns that could lead to peer review deficiencies or malpractice claims*Establishing an understanding with the client to minimize misunderstandings as to the nature and scope of engagements*Explain situations when independence should be appropriately safeguarded when performing nonattest services | Louis Jennifer F |
| 6/9/2026 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Big Picture Mega-Trends, Big Data and the World We Now Face (Webinar) (26WA-2235)26WA-2235 | *On-going world economic trends*Demographic changes and their impact on the economy*Global technology influences*Post Covid workplace*Big data understanding and where is it going*Learn to adapt to changing situations | Mims Robert |
| 6/2/2026 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Schedule C of Form 1040 (Webinar) (26WA-2764)26WA-2764 | *When Schedule C applies*Cash v. Accrual method*Typical business deductions*Business vehicle expenses*Section 179 and bonus depreciation | McLeod Allison M. |
| 6/22/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Network Forensics (Webinar) (26WA-2953)26WA-2953 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/29/2026 | 12 - 1:15 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Be the Sun, Not the Salt (Webinar) (26WA-2299)26WA-2299 | *What is the Heliotropic Effect?*Be the Six Sun Pearls.*Today is a good day to do good*Be the bright spot in the room*Be your own sun*Do the next right thing*Pet peeves bite*Knowing isn't doing | Daly John L |
| 6/4/2026 | 6 - 7 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Resolve Ethical Conflicts: Do the Right Thing and Keep Your Job (Webinar) (26WA-2958)26WA-2958 | *Ethics*Resolving Conflict | Daly John L |
| 6/29/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Mastering Rapport Skills for Fun and Profit (Webinar) (26WA-2780)26WA-2780 | *How to get people to like you*What leads to people liking each other*Why people judge you, and how to avoid negative judgments*What goes on when we first meet someone*How to put someone at ease*The Elements of Trust*Why we trust someone, and how you can create trust*What leads to a "special bond"*How to repair "broken trust"*How to establish trust in just a few minutes*Mastering Non-Verbal Communication*Why non-verbal communication is so important*How to connect with someone in a non verbal manner*How to create trust and rapport through non verbal means*What to Say to Establish Immediate Rapport*The most effective way to instant intimacy*How to handle your fear of rejection*How to feel immediately confident when talking to anyone*How to get almost anyone to really like you through the use of questions | Robinson Jonathan |
| 6/23/2026 | 5 - 8:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Excelling at Excel: The Magic of Power Query (Webinar) (26WA-2592)26WA-2592 | *Intro to Power Query & how to get started*Examples of data clean up using Power Query*Combining workbooks and files with Power Query | Cooper Tracy |
| 6/16/2026 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Small Business Risk Avoidance (Webinar) (26WA-2323)26WA-2323 | *New perspective on corporate governance*ERM overviewERM-small business approach;*10 steps to take NOW! | O'Brien William |
| 6/5/2026 | 2 - 5:50 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Profitability Pricing: Boost Your Bottom Line (Webinar) (26WA-2742)26WA-2742 | *Competitive bids*Achieving target profitability | Daly John L |
| 6/22/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Defining Lines: Advanced Professional Boundaries (Webinar) (26WA-1876)26WA-1876 | *Best practices for personal and professional boundaries*3 types of workplace boundaries*6 fail-safe ways to implement your boundaries at work*Understanding interference & how to manage related stress*Developing flexibility for efficiency & ease | Mims Jane |
| 5/20/2026 | 4 - 5:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Mergers and Acquisitions: Tricks, Traps and Terrors (Webinar) (26WA-2899)26WA-2899 | *Business Management*Organization | Lindell James T |
| 6/26/2026 | 2 - 5:50 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
| Promoting Mental Health in the Workplace to Prevent Violence (Webinar) (26WA-2099)26WA-2099 | *Mental Health Awareness | Sexton Andy Ayers Chad |
| 5/28/2026 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Global Internal Audit Standards Domain V: Part 1 (Webinar) (26WA-2606)26WA-2606 | *Internal Audit*Internal Controls*Standards*Institute of Internal Auditors | Fountain Lynn |
| 6/16/2026 | 6 - 7:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Using Psychology Secrets to Love Your Life and Get More Done (Webinar) (26WA-1869)26WA-1869 | *What makes people really happy--and what doesn't*The 3 most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to deal with difficult people so they don't bring you down*How to use positive psychology principles to help your business | Robinson Jonathan |
| 5/20/2026 | 2 - 5:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Appreciation Intelligence: The New AI Elevate Culture -- Deepen Loyalty, Strengthen Performance (Webinar) (26WA-2049)26WA-2049 | *Appreciation*Languages of appreciation*Appreciation strategies | |
| 5/26/2026 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Private Company Simplified GAAP Alternatives (Webinar) (26WA-2493)26WA-2493 | *Guidance, related to "plain vanilla" interest rate swaps that convert variable into fixed rate debt and other derivatives*Guidance related to amortization and impairment of goodwill*Guidance related to separately recognizing intangible assets from goodwill in a business combination*Guidance related to lease accounting and revenue recognition options | Louis Jennifer F |
| 6/11/2026 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| IFRS Update (Webinar) (26WA-2025)26WA-2025 | *Explore where financial statement preparers should focus the most time and attention on now when preparing interim and annual financial statements, such as:*o Costs charged to PP&E in the "testing&" phase*o Calculating onerous contract costs*o Calculating the 10 percent test for determining substantially different cash flows*Discover highlights of recently-issued IFRS pronouncements, focusing on changes with upcoming effective dates, such as:*o Classification of liabilities as current*o Defining accounting estimates | Louis Jennifer F |
| 5/26/2026 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Using Psychology Secrets to Love Your Life and Get More Done (Webinar) (26WA-2407)26WA-2407 | *What makes people really happy--and what doesn't*The 3 most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to deal with difficult people so they don't bring you down*How to use positive psychology principles to help your business | Robinson Jonathan |
| 6/9/2026 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Controller Function: Elevating the Role (Webinar) (26WA-1922)26WA-1922 | *Accounting*Finance*Auditing*Business Development | Fountain Lynn |
| 5/21/2026 | 4 - 5:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| The Psychology of Fraud (Webinar) (26WA-2630)26WA-2630 | *Fraud*Fraud Triangle | Cotton David L |
| 6/17/2026 | 10 - 11:20 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Communicate Financial Concepts to Non-Accountants (Webinar) (26WA-2761)26WA-2761 | *The math literacy barrier*The financial literacy barrier*What to say and how to say it*Communicating ideas graphically | Daly John L |
| 6/22/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Drive Results With Metrics (Webinar) (26WA-2690)26WA-2690 | *Performance Metrics*Budgets | Daly John L |
| 6/19/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Making Culture a Competitive Advantage (Webinar) (26WA-1906)26WA-1906 | *Talent Strategy*Culture*Employee Engagement*Employee Retention*Leadership*Leadership Strategy | Cadigan Steve |
| 5/21/2026 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Thrive Amidst the Chaos: Three Steps to Increase Your Energy and Learn to Dance in the Rain (Webinar) (26WA-2107)26WA-2107 | *Health and Wellness*Burnout*Stress Management*Employee Engagement | |
| 5/28/2026 | 10 - 11 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| K2's Accounting Solutions and Add-Ons for Small Businesses (Webinar) (26WA-2139)26WA-2139 | *Overview of small business accounting solutions*Strengths and shortfalls of various accounting and add-on solutions | Johnston Randolph P |
| 5/28/2026 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Understand Yours and Other People's Styles: Meet Them in the Middle and Be More Effective in Generating Great Results! (Webinar) (26WA-2467)26WA-2467 | *Communications*Self-Awareness*Leadership | Flores Mario |
| 6/10/2026 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Overcome Your Obstacles to Abundance (Webinar) (26WA-2330)26WA-2330 | *How to know your specific obstacles to becoming rich*Why people use poor marketing and investment strategies, and how to overcome such limitations*The most effective marketing methods, and how to implement them*The power of being super motivated, and 3 methods to keep you motivated long term towards your goals*Having a vision for your business and life that will keep you on the right track | Robinson Jonathan |
| 6/5/2026 | 12 - 3:35 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
| A Fox in the Henhouse/Courthouse (Webinar) (26WA-2270)26WA-2270 | *Internal Controls*Fraud Prevention*Fraud Investigation | |
| 6/3/2026 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Working Through Grief and Loss: How to Build a Supportive Workplace (Webinar) (26WA-1882)26WA-1882 | *Employee Relations*Culture*Leadership*Employee Retention | |
| 5/20/2026 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (26WA-2180)26WA-2180 | *Financial Statement Preparation*Common Mistakes made in Preparing Financial Statements*GASB Financial Statement Preparation Standards | Crawford Frank W Pembrook Chris |
| 5/30/2026 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Understand Yours and Other People's Styles: Meet Them in the Middle and Be More Effective in Generating Great Results! (Webinar) (26WA-1940)26WA-1940 | *Communications*Self-Awareness*Leadership | Flores Mario |
| 5/21/2026 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Document Review and Handwriting Analysis (Webinar) (26WA-2704)26WA-2704 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/19/2026 | 8 - 9:45 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics, Part 1 (Webinar) (26WA-1834)26WA-1834 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 5/19/2026 | 9 - 10:15 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Controllership Series: The Controller's Role in Internal Controls (Webinar) (26WA-2706)26WA-2706 | *Accounting*Finance*Internal Controls | Fountain Lynn |
| 6/19/2026 | 12 - 1:15 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| IFRS SMES vs. IFRS (Webinar) (26WA-2374)26WA-2374 | *Overview of IFRS for SMEs*General pervasive similar concepts*Differences with financial instruments*Differences with business combinations*Differences in investments in other entities*Differences in intangible assets*Differences in income taxes*Differences in employee benefits*Differences in revenue and expenses | Louis Jennifer F |
| 6/6/2026 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: Addressing Budgeting Uncertainty (Webinar) (26WA-2366)26WA-2366 | *Accounting*Finance | Fountain Lynn |
| 6/6/2026 | 2 - 3:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Revenue Recognition Topic 606: Identify Performance Obligations, Part 1 (Webinar) (26WA-2975)26WA-2975 | *Revenue Recognition*Accounting | Fountain Lynn |
| 6/30/2026 | 12 - 1:10 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| The Controllership Series: The Future Role of the Controller, Part 1 (Webinar) (26WA-2253)26WA-2253 | *Accounting and Finance | Fountain Lynn |
| 6/2/2026 | 2 - 3:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Five Ways to Improve Your Leadership Skills (Webinar) (26WA-2003)26WA-2003 | *Leadership*Self-awareness*Communication*Delegation*Empowerment | |
| 5/26/2026 | 2 - 2:55 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Controller's Role in Data Analytics and Big Data (Webinar) (26WA-2756)26WA-2756 | *Accounting*Finance*Financial Statements | Fountain Lynn |
| 6/22/2026 | 8 - 9:20 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| CPAs and Addictions: Finding Hope and Healing (Webinar) (26WA-1962)26WA-1962 | *Prevalence of substance abuse and depression among CPAs compared to the general population*Factors that cause CPAs to be particularly susceptible to drug and alcohol abuse and mental health issues*Identifying reasons why CPAs are reluctant to seek help*Resources available for CPAs seeking help*Support role that friends, loved ones and colleagues can play*AICPA Code of Professional Conduct | McLeod Allison M. |
| 5/22/2026 | 11 a.m. - 1 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | 2.5 Ethics |
| Planning in an Uncertain World (Webinar) (26WA-2030)26WA-2030 | *Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed*How to separate correlation from causation*How to recognize and overcome bias*Who is Thomas Bayes and why he matters | Levy John F |
| 5/26/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Let's End Business Ethics (Webinar) (26WA-1967)26WA-1967 | *Ethics defined*Are there business ethics?*How to identify ethical issues*Deciphering your ethical code*Why ethical behavior is good for your business*How to make ethical decisions | Levy John F |
| 5/22/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Advanced Negotiations: Never Split the Difference (Webinar) (26WA-2581)26WA-2581 | *Negotiations*Business Management | Daly John L |
| 6/15/2026 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Controllership Series: The Treasury Function, Part 1 -- Cash and Investing (Webinar) (26WA-2760)26WA-2760 | *Accounting*Finance*Cash Investments | Fountain Lynn |
| 6/22/2026 | 4 - 5:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Awesome Business Lessons from the Past: Learn from the Best! (Webinar) (26WA-2412)26WA-2412 | *The six methods to get others to like you*How to learn what others want*What are twelve ways to win others to your way of thinking?*How to destroy your enemies*What are the fundamental principles of Henry Ford's success?*Focus on technology, training and 'Scientific Method'*Value of training and education*The need for fun*What are the thirteen steps necessary to plan for success?*All plans must adjust to changing realities*What are the traps to avoid?*How to use these principles to move your organization forward | Minges Don |
| 6/9/2026 | 2 - 3:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Beyond the Basics of SSARS and Nonattest Services: Are You Certain You Are in Compliance? (Webinar) (26WA-2583)26WA-2583 | *Preventing malpractice claims related to nonattest accounting services*Identifying and safeguarding independence threats when issuing attest reports*Establishing an understanding with the client regarding non-audit services*Defining the varying levels of responsibility for accountants performing non-audit services*Performing compilations and reviews effectively and efficiently, including nature and extent of documentation considerations*Practice performing analytical review procedures appropriately, including developing proper advance expectations for review engagements*Properly considering going concern, subsequent events, and other disclosure matters*Common issues related to peer reviews, including recurring reporting problems*Applying financial analysis best practices to help your clients better interpret their financial results | Louis Jennifer F |
| 6/15/2026 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Leading Up: The Superpower Every Ascending Leader Needs (Webinar) (26WA-2046)26WA-2046 | *The consequences of upward leadership failure.*Building credibility with your boss, Serving multiple bosses.*Making the business case for your ideas. | Lokhorst Jonathan R |
| 5/26/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| K2's Taking Another Look at PDFs (Webinar) (26WA-2192)26WA-2192 | *Understanding the Portable Document Format*Identifying tools you can use to work with PDFs*Collaborating using PDFs*Creating, distributing, and collecting fillable PDF forms*Using PDFs to enhance security | Stephens Tommy G |
| 5/30/2026 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Critical Technical Skills for CFOs and Controllers (Webinar) (26WA-1971)26WA-1971 | *A methodical approach to business and strategic planning*Overview of The Balanced Scorecard approach to creating key performance metrics*Common metrics for analyzing financial statements and trends*Accounting and finance role in Enterprise-wide Risk Management (ERM) | Louis Jennifer F |
| 5/22/2026 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Be the Sun, Not the Salt (Webinar) (26WA-1912)26WA-1912 | *What is the Heliotropic Effect?*Be the Six Sun Pearls.*Today is a good day to do good*Be the bright spot in the room*Be your own sun*Do the next right thing*Pet peeves bite*Knowing isn't doing | Daly John L |
| 5/21/2026 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| IFRS vs. US GAAP: Major Accounting Differences (Webinar) (26WA-1933)26WA-1933 | *Explore major differences in the design and structure of IFRS vs. U.S. GAAP*Discover significant differences in financial statement presentation and disclosure principles, including:*Periods required to be reported*Interim financial reporting*Debt classification, and more*Recognize significant differences in initial recognition and subsequent measurement standards, including:*Consolidation*Equity method investments | Louis Jennifer F |
| 5/21/2026 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Mastering the Three Pillars of Cybersecurity: Team and Compliance (Webinar) (26WA-2232)26WA-2232 | *Technology*Cybersecurity | Melloy Jon |
| 6/2/2026 | 6 - 7 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Predictive Accounting: Driver-Based Budgeting and Rolling Financial Forecasts (Webinar) (26WA-2202)26WA-2202 | *The shift to "predictive accounting" for Decision Making, Planning, and Budgeting*Problems with traditional annual budget processes*Develop a driver-based "operational budget" based on resource capacity planning*Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable*Create closed loop capacity plans*Forecast demand for budgeting and rolling financial forecasts*Integrating enterprise risk management (ERM) with management accounting*Applying target costing for cost estimating | Cokins Gary |
| 5/30/2026 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Advanced Excel (Webinar) (26WA-2133)26WA-2133 | *Collaboration and security techniques*Tables, data models, and PivotTables*Advanced formulas*Data queries*Creating effective visualizations | Stephens Tommy G |
| 5/28/2026 | 11 a.m. - 7 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| Contract and Procurement Fraud (Webinar) (26WA-2359)26WA-2359 | *Procurement phases*Fraud schemes*Fraud red flags*Fraud control activities and safeguards | Cotton David L |
| 6/6/2026 | 1 - 3:05 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Annual Update for Accountants & Auditors (Webinar) (26WA-1855)26WA-1855 | *Accounting Standards Updates*Auditing & Accounting*Yellowbook | Galasso Melisa |
| 5/19/2026 | 9 a.m. - 3 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| Critical Technical Skills for CFOs and Controllers (Webinar) (26WA-2435)26WA-2435 | *A methodical approach to business and strategic planning*Overview of The Balanced Scorecard approach to creating key performance metrics*Common metrics for analyzing financial statements and trends*Accounting and finance role in Enterprise-wide Risk Management (ERM) | Louis Jennifer F |
| 6/9/2026 | 5 - 8:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| ProActive Response: Active Shooter Training -- Recognize. Respond. Survive. (Webinar) (26WA-2722)26WA-2722 | *Early Warning Signs*Concerning Behavior Changes*Getting out*Barricading your area*Fighting for survival*Disarming the assailant*Tourniquets (commercial and improvised)*Pressure Dressings*Chest Seals | Sexton Andy Ayers Chad |
| 6/20/2026 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 360 Budgeting: A Holistic Approach to Process and Solutions (Webinar) (26WA-2950)26WA-2950 | *Defining the budget process*Common budgetary cultures and discussion of solutions*Does your budget need an overhaul or just a tune up?*How to make the budget flexible*Making a better budget and maybe even a better you (or at least improving the perception of the budget work itself)*How to build a flexible budget model that works?*What are the steps we can take to budget for economic and external factors beyond our control?*How the right Chart of Accounts can simply your work*Budget and GAAP are not the same and why they are fine not to be*Efficiently modeling payroll and benefits*Identifying controllable and uncontrollable expense*Using key variables to stress-test your budget*Understanding your own leadership tendencies and applying them to your strengths?*Understanding core personality types*Learning what type of person you are?*Managing and coping with the budget team*Effectively dealing with the A, B, C and other players?*Identifying the 'Big Picture' and your role in effective communication*Communicating so others can understand us*Understanding a presentation's anatomy?*Tips and tricks for budget presentations | Mims Robert |
| 6/29/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's Taking Another Look at Power BI (Webinar) (26WA-2148)26WA-2148 | *Getting started with Power BI*Creating effective visualizations in Power BI*Publishing Power BI reports to dashboards*Optimizing dashboards for viewing on mobile devices | Stephens Tommy G |
| 5/28/2026 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Building Personal Leadership Skills (Webinar) (26WA-2558)26WA-2558 | *Leadership*Personality Types*Communication*Uses of AI in the work place | Lindell James T |
| 6/13/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Ultimate Small Business HR Guide: Essential Tips for Success (Webinar) (26WA-2718)26WA-2718 | *Small Business Management | |
| 6/20/2026 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Emerging Innovations in Forensic Data Analytics, Crypto Currencies, and AI and ChatGPT (Webinar) (26WA-2061)26WA-2061 | *AI and ChatGPT*Machine learning & predictive transaction tagging*Profiles of an improper or corrupt vendor payment*Data Sharing Consortium and Split Learning Techniques*Cryptocurrency trends and applications from an accountant's perspective | Walden Vincent |
| 5/27/2026 | 12 - 1:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Navigating Leaves of Absence (Webinar) (26WA-2820)26WA-2820 | *Family Medical Leave Act - full time and intermittent*Americans With Disabilities Act*Special rules for managers*Handling fraud, abuse, and performance issues in connection with a leave of absence | Ackels Alana K. |
| 6/24/2026 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Leaders Eat Last: Why? The Characteristics of Great Leaders (Webinar) (26WA-1821)26WA-1821 | *What does "Leaders Eat Last"mean*Understand human nature and how we work together or not*Leadership skills can be taught*True leaders care*The need for trust*Practical lessons from gifted leaders*Steps to become a better leader | Minges Don |
| 5/19/2026 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| FAQ Related to the Most Recent Audit Standards SAS Nos. 142-149 (Webinar) (26WA-2992)26WA-2992 | *Clarification of terminology and foundational principles underlying recent generally accepted auditing standards*Answers to frequently asked questions that emerge in the proper application of risk-based audit concepts*Highlights of important concepts included in SASs No. 142-149 | Louis Jennifer F |
| 6/30/2026 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Tech Update (Webinar) (26WA-2195)26WA-2195 | *Trends in AI and machine learning*Applications of quantum computing in accounting and finance*The growing role of blockchain and digital currencies in accounting*Innovations in software and hardware | Johnston Randolph P |
| 5/30/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Be the Sun, Not the Salt (Webinar) (26WA-2754)26WA-2754 | *What is the Heliotropic Effect?*Be the Six Sun Pearls.*Today is a good day to do good*Be the bright spot in the room*Be your own sun*Do the next right thing*Pet peeves bite*Knowing isn't doing | Daly John L |
| 6/22/2026 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| What's Changing in Risk Assessment (Webinar) (26WA-2512)26WA-2512 | *Auditing*Yellowbook | Galasso Melisa |
| 6/12/2026 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| What's Changing in Risk Assessment (Webinar) (26WA-2735)26WA-2735 | *Auditing*Yellowbook | Galasso Melisa |
| 6/20/2026 | 4 - 5:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethics Hour: Accounting Scandals -- What Happened and Why? Can We Prevent Them? (Webinar) (26WA-2001)26WA-2001 | *Why do some choose to deceive, cheat and steal*Can accounting scandals be prevented*A brief history of accounting scandals*What to look for*What should ethical professionals like you do | Minges Don Cooper Tracy |
| 5/26/2026 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| K2's Technology Update (Webinar) (26WA-2024)26WA-2024 | *Developments in hardware and software*Options for communicating and collaborating more effectively*Addressing cybersecurity issues | Stephens Tommy G |
| 5/26/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Controller's Role in Data Analytics and Big Data (Webinar) (26WA-2513)26WA-2513 | *Accounting*Finance*Financial Statements | Fountain Lynn |
| 6/12/2026 | 4 - 5:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| The Role of Internal Audit in Operational Audits (Webinar) (26WA-2028)26WA-2028 | *The important role of operational audits*Best practices for designing and performing operational audits*Identifying causes of operational issues and risk exposures*Developing solutions to enhance the operational performance of business activities, processes, and resourced deployed across the organization*Delivering clear, transparent, and objective audit reports to convey critical information | Louis Jennifer F |
| 5/26/2026 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Avoiding Peer Review Deficiencies and Professional Liability in Public Accounting (Webinar) (26WA-2873)26WA-2873 | *Differentiating risks faced when performing various levels of professional services, such as audits, reviews, compilations, preparing financial statements, bookkeeping, tax return preparation, and similar*Best practices for preventing quality control concerns that could lead to peer review deficiencies or malpractice claims*Establishing an understanding with the client to minimize misunderstandings as to the nature and scope of engagements*Explain situations when independence should be appropriately safeguarded when performing nonattest services | Louis Jennifer F |
| 6/25/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Controllership Series: Addressing Cash Flow and Forecasting Uncertainty (Webinar) (26WA-2365)26WA-2365 | *Accounting*Finance*Cashflow | Fountain Lynn |
| 6/6/2026 | 2 - 3:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Responding To Retaliation Concerns and Capturing Key Retaliation Case Metrics (Webinar) (26WA-1879)26WA-1879 | *Speak up Culture*Ethical Culture*Internal complaint reporting and investigations | |
| 5/20/2026 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| How to Get a Better Return on Financial Statement Audits: Avoiding the Most Misapplied Risk-Based Audit Concepts (Webinar) (26WA-2314)26WA-2314 | *Properly assessing inherent, control, and fraud risk on an engagement, and linking the results to an appropriately tailored detailed audit plan based on risk assessment and client service goals, regardless of entity type (for-profit, nonprofit, governmental)*Leveraging strong substantive analytic procedures as audit evidence to cut back on tests of details*The most common efficiency opportunities for tailoring your audit approach based on risk*How to use the workpaper review process as a tool for producing a more effective and efficient engagement*Using audit documentation to enhance audit quality, while ensuring every workpaper has a purpose*How to use the client to your advantage in planning and performing the audit*Learn how to get the engagement out the door -- on time and on budget! | Louis Jennifer F |
| 6/4/2026 | 11 a.m. - 6:35 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Mission-Critical Leadership: How Smart Managers Lead Well in All Directions (Webinar) (26WA-2442)26WA-2442 | *Leadership foundations*Leading downward*Leading upward*Practical leadership tools | Lokhorst Jonathan R |
| 6/9/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Understand Yours and Other People's Styles: Meet Them in the Middle and Be More Effective in Generating Great Results! (Webinar) (26WA-2902)26WA-2902 | *Communications*Self-Awareness*Leadership | Flores Mario |
| 6/26/2026 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Revenue Recognition: Determine the Transaction Price, Part 1 (Webinar) (26WA-2747)26WA-2747 | *Revenue Recognition*Accounting | Fountain Lynn |
| 6/22/2026 | 8 - 9:10 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| The Controllership Series: Sales, Collections and Customer Credit (Webinar) (26WA-2759)26WA-2759 | *Accounting*Sales*Collections | Fountain Lynn |
| 6/22/2026 | 2 - 3:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Better Business Writing: Improve Your Speed and Quality (Webinar) (26WA-2582)26WA-2582 | *Writing*Communications | Daly John L |
| 6/15/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Rewards and Recognition Strategies for Leaders (Webinar) (26WA-2538)26WA-2538 | *Leadership*Recognition*Total Rewards*Employee Engagement | |
| 6/13/2026 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Devious Ethics: Avoiding Snakes in Suits (Webinar) (26WA-1943)26WA-1943 | *Discuss psychopathy's symptoms*Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules*Look at precautions you should take when considering a new boss or employee*Help identify someone who might con you or your company | Daly John L |
| 5/22/2026 | 1 - 2:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Generation Intelligence: Navigating the Generational Divide (Webinar) (26WA-2905)26WA-2905 | *Generations | |
| 6/26/2026 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Revenue Recognition: Topic 606 Overview (Webinar) (26WA-2972)26WA-2972 | *Revenue Recognition on Contracts with customers | Fountain Lynn |
| 6/30/2026 | 8 - 9:35 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| The Controllership Series: The Treasury Function, Part 1 -- Cash and Investing (Webinar) (26WA-2517)26WA-2517 | *Accounting*Finance*Cash Investments | Fountain Lynn |
| 6/12/2026 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics, Part 3 -- Steganography (Webinar) (26WA-1836)26WA-1836 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 5/19/2026 | 6 - 7:30 p.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
| The Controllership Series: The Controller's Role in Pro Forma Financial Statements (Webinar) (26WA-2456)26WA-2456 | *Accounting*Finance | Fountain Lynn |
| 6/10/2026 | 12 - 1:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Better Forecasts: Be a Better Predictor (Webinar) (26WA-1968)26WA-1968 | *Why an open mind and the ability to doubt helps make great predictions*Why it is better to be a fox than a hedgehog*How non-conformists change the world*How to focus on what matters*How to learn from the past without hindsight bias | Levy John F |
| 5/22/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| GASB 96 -- SBITA, GASB 94 -- P3, and GASB 87 -- Leases (Year 2) (Webinar) (26WA-2355)26WA-2355 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 | Pembrook Chris Crawford Frank W |
| 6/6/2026 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Stand Out: How to Create a Unique Employer Brand (Webinar) (26WA-2242)26WA-2242 | *Employer Brand*Talent Management*Future of Work*Onboarding New Hires | |
| 6/2/2026 | 6 - 7 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Budget Mastery: Walkthroughs and Real World Calculations Towards Tying Budgets To Value (Webinar) (26WA-2668)26WA-2668 | *How to build a flexible budget model that works?*What are the steps we can take to budget for economic and external factors beyond our control?*How the right Chart of Accounts can simply your work?*Budget and GAAP are not the same and why they are fine not to be*Efficiently modeling payroll and benefits*Identifying controllable and uncontrollable expense*Using key variables to stress-test your budget | Mims Robert |
| 6/18/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Expand Your Analytical Toolbox: More Tools for Success (Webinar) (26WA-2321)26WA-2321 | *5 step valuation process*2 specific valuation approaches*The Gordon Model*10 thoughts on banker selection*Rating your bank*10 hints for keeping your toolbox full | O'Brien William |
| 6/5/2026 | 1:30 - 5:10 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Third Party Verification (Comfort) Requests: What Are Options for Responding and How to Determine Which Professional Standards to Apply (Webinar) (26WA-2026)26WA-2026 | *Common third party verification requests*Differentiating the allowable options for responding to requests for comfort, including SSARS, SAS and SSAE engagements*Critical elements of professional standards that may apply to nonattest and attest services performed*Establishing an understanding with the client regarding the nature and scope of services | Louis Jennifer F |
| 5/26/2026 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| A Fox in the Henhouse/Courthouse (Webinar) (26WA-1997)26WA-1997 | *Internal Controls*Fraud Prevention*Fraud Investigation | |
| 5/26/2026 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Controllership Series: The Role of the Controller in ESG (Webinar) (26WA-2794)26WA-2794 | *Accounting*Finance*SG*Operations | Fountain Lynn |
| 6/23/2026 | 12 - 1:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Governmental Accounting 101 (Webinar) (26WA-2182)26WA-2182 | *Fund Types*Budgetary Accounting*Financial Reporting Requirements*Single Audit Act*Audit Standards and Procedures*Best Practices in Governmental Accounting | Pembrook Chris Crawford Frank W |
| 5/30/2026 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics for CPAs: The Practical and the Possible (Webinar) (26WA-2390)26WA-2390 | *The AICPA Code of Professional Conduct and its interpretations*New developments in regulation at the national and state level*Best practices, case studies, and disciplinary actions | |
| 6/8/2026 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Aligning Analytics to COSO's Fraud Risk Management Principles (Webinar) (26WA-2879)26WA-2879 | *COSO Fraud Risk Management Guide*Aligning data analytics considerations to an effective fraud risk management program*How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program | Walden Vincent |
| 6/26/2026 | 1 - 2:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Planning in an Uncertain World (Webinar) (26WA-2768)26WA-2768 | *Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed*How to separate correlation from causation*How to recognize and overcome bias*Who is Thomas Bayes and why he matters | Levy John F |
| 6/22/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Planning for Small Business Success (Webinar) (26WA-2623)26WA-2623 | *The integrated planning model *The strategic plan *Linkage with Performance Based Management *Tracking success *Real world examples | O'Brien William |
| 6/17/2026 | 2 - 5:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Optimize Your Staff's Performance (Webinar) (26WA-2915)26WA-2915 | *The 4 perspectives of optimization*The Two Circle Analysis. The What*The How. The Leadership 10*The Fatal 13*5 thoughts for a healthy work environment | O'Brien William |
| 6/27/2026 | 10 a.m. - 1:50 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| IRS Cybersecurity Checklist (Webinar) (26WA-2190)26WA-2190 | *Defining Cybersecurity and Cyber Risks*Implications of Cybercrime*Cyber Attack Trends*Landscape of Cyberattacks*Laws and Regulations*Security Standards and Frameworks*Cybersecurity Roadmap | Werner Arthur J |
| 5/30/2026 | 8 - 9:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Business Longevity: Stabilize, Strengthen and Succeed (Webinar) (26WA-3001)26WA-3001 | *Business Management*Strategic Planning*The role of AI in Business | Lindell James T |
| 6/30/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Like-Kind Exchanges (Webinar) (26WA-2262)26WA-2262 | *Like-kind exchanges (LKE)*Qualified third party intermediaries (QI) | McLeod Allison M. |
| 6/2/2026 | 8 - 10 a.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| Private Company Simplified GAAP Alternatives (Webinar) (26WA-2198)26WA-2198 | *Guidance, related to "plain vanilla" interest rate swaps that convert variable into fixed rate debt and other derivatives*Guidance related to amortization and impairment of goodwill*Guidance related to separately recognizing intangible assets from goodwill in a business combination*Guidance related to lease accounting and revenue recognition options | Louis Jennifer F |
| 5/30/2026 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| LLCs and S Corps: A Comparative Analysis (Webinar) (26WA-1937)26WA-1937 | *Comparative analysis of LLCs and S Corporations*Entity formation, compliance, and operational structures*Self-employment tax and its implications for LLCs and S Corporations*Form 2553 preparation and relief for late filings*Rev. Proc. 2022-19 and Rev. Proc. 2023-3: analysis and application*S Corporation eligibility errors and corrective measures*Corporate governance and formalities for both entity types*Shareholder stock and debt basis for S Corporations*Forms 1120S, 1065, and related schedules (K-1, K-2, K-3)*Officer reasonable compensation and general partner guaranteed payments*Audit strategies, estate planning, and business continuation planning | Hourani Mary Jane |
| 5/21/2026 | 2 - 6 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Performance Auditing Made Easy (Webinar) (26WA-2627)26WA-2627 | *Performance audit standards*Performance audit types*Performance audit objectives | Cotton David L |
| 6/17/2026 | 1:30 - 2:55 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Are Those Independent Contractors Really Independent Contractors? (Webinar) (26WA-2920)26WA-2920 | *Classification of workers as employees or independent contractors | Ackels Alana K. |
| 6/27/2026 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| All About Fraud: Examples, Prevention and Auditing (Webinar) (26WA-2506)26WA-2506 | *Auditing*Yellowbook | Galasso Melisa |
| 6/12/2026 | 4 - 7:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Data Extraction, Transformation and Validation: The Right Data Sources for Analysis (Webinar) (26WA-2844)26WA-2844 | *Understand various data types*Structured vs. unstructured data*Completeness and validation testing*Selecting the right data sources for the job*Risks and pitfalls to avoid | Walden Vincent |
| 6/25/2026 | 2 - 3:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The New Quality Management Standards: What Everyone Needs to Know (Webinar) (26WA-2022)26WA-2022 | *Overview of the new quality management standards*Focus on the most important elements of a quality management system*Implementation tips that everyone in the firm should know*Audit and attest standards impacted | Louis Jennifer F |
| 5/26/2026 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Employees Today and Tomorrow: The ROI on Your People (Webinar) (26WA-2571)26WA-2571 | *Dealing with people issues the right way*Conflict management issues*How to truly empower your employees?*Organizational culture and how to be a part of positive change*What are some the 'other' employee issues that go unsaid?*What does work/life balance mean today? | Mims Robert |
| 6/15/2026 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Promote Internal Whistleblowing and Succeed in Creating a Strong Speak Up Culture (Webinar) (26WA-2784)26WA-2784 | *Speak up culture*Encouraging internal whistleblowing*Ethical culture*Internal complaint reporting processes | |
| 6/23/2026 | 6 - 7 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Accounting and Reporting Long-Term Debt (Webinar) (26WA-2227)26WA-2227 | *Debt terms that impact classification of debt, such as due on demand and subjective acceleration clauses, and more!*Proper treatment of short-term obligations that are expected to refinance within the next 12 months*"Revolving" credit agreements, where short-term debt is automatically replaced with other short-term debt for a specified period of time*Differentiating between debt modifications and troubled debt restructuring*Debt covenant compliance special considerations, including the proper form of waiver of rights to call the debt for violation | Louis Jennifer F |
| 6/1/2026 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Excel Best Practices (Webinar) (26WA-1904)26WA-1904 | *Best practices associated with creating Excel workbooks, including managing workbooks*How to secure Excel workbooks*Collaboration options and best practices in Excel*Effective reporting techniques in Excel | Stephens Tommy G |
| 5/21/2026 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics, Part 1 (Webinar) (26WA-2698)26WA-2698 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/19/2026 | 4 - 5:15 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Common Sense CFO: Crisis Management, Innovation and Other Expectations Put on CFOs (Webinar) (26WA-2769)26WA-2769 | *Championing the role of innovation in the workplace*Crisis management*What does it mean?*What is our role?*The roles we take on and differences between the roles we are assigned?*Current and future trends and expectations for financial leaders and CFOs*Top ten crucial skills for 2035 from the Far Side's wisdom | Mims Robert |
| 6/22/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Businesses Receiving Government Assistance (Webinar) (26WA-2968)26WA-2968 | *What is Yellow Book?*What is different because of Yellow Book?*When might Yellow Book apply to a business?*Common application of concepts to businesses*Answers to common questions | Louis Jennifer F |
| 6/29/2026 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Mastering the Three Pillars of Cybersecurity: Team and Compliance (Webinar) (26WA-2567)26WA-2567 | *Technology*Cybersecurity | Melloy Jon |
| 6/15/2026 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Defining Lines: Advanced Professional Boundaries (Webinar) (26WA-2212)26WA-2212 | *Best practices for personal and professional boundaries*3 types of workplace boundaries*6 fail-safe ways to implement your boundaries at work*Understanding interference & how to manage related stress*Developing flexibility for efficiency & ease | Mims Jane |
| 6/1/2026 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Hiring Remotely: Using Personality Assessments for Better Hiring Decisions (Webinar) (26WA-2868)26WA-2868 | *Remote Hiring Best Practices*Personality Assessments in Hiring*Effective Integration of Personality Assessments*Minimizing Bias and Ensuring Cultural Fit | |
| 6/25/2026 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| International Tax Treaties (Webinar) (26WA-1847)26WA-1847 | *Tax treaties *Tax impact of cross-border transactions | McLeod Allison M. |
| 5/19/2026 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Introduction to Forensic Accounting (Webinar) (26WA-2169)26WA-2169 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 5/29/2026 | 8 - 9:40 a.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| Global IIA Standards Fundamentals and Domain I and II: Part 1 (Webinar) (26WA-2700)26WA-2700 | *Accounting*Internal Audit*Internal Control*GIAS Standards*Internal Audit Standards | Fountain Lynn |
| 6/19/2026 | 10 a.m. - 12:05 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| Creative Strategies for Buying, Selling or Gifting a Business (Webinar) (26WA-1807)26WA-1807 | *Valuation methods for business interests*Stock purchase versus asset purchase*Estate transfer and tax considerations*Gifting strategies for business interests*Trusts and partnerships in business transfers*Self-canceling installment notes in transactions*Transferring S corporation stock to trusts*Business interest transfer with Employee Stock Ownership Plan (ESOP) | Werner Arthur J |
| 5/18/2026 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Relationship Networking: The Art of Conversation (Webinar) (26WA-2059)26WA-2059 | *Networking*Replatinship Management | |
| 5/27/2026 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Global Internal Audit Standards Domain IV: Part 1 (Webinar) (26WA-2483)26WA-2483 | *Internal Audit*GIAS*Standards*Institute of Internal Auditors*Accounting*Auditing | Fountain Lynn |
| 6/11/2026 | 8 - 10:05 a.m. | Online | 2.4 CPE (2.4 tech, 0 non-tech) | |
| Ultimate Small Business HR Guide: Essential Tips for Success (Webinar) (26WA-2383)26WA-2383 | *Small Business Management | |
| 6/8/2026 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Controllership Series: The Controller's Role in Internal Controls (Webinar) (26WA-1840)26WA-1840 | *Accounting*Finance*Internal Controls | Fountain Lynn |
| 5/19/2026 | 6 - 7:15 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Budget Mastery: Walkthroughs and Real World Calculations Towards Tying Budgets To Value (Webinar) (26WA-2104)26WA-2104 | *How to build a flexible budget model that works?*What are the steps we can take to budget for economic and external factors beyond our control?*How the right Chart of Accounts can simply your work?*Budget and GAAP are not the same and why they are fine not to be*Efficiently modeling payroll and benefits*Identifying controllable and uncontrollable expense*Using key variables to stress-test your budget | Mims Robert |
| 5/28/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 10 Keys to Outstanding Service and More Referrals (Webinar) (26WA-1868)26WA-1868 | *Communicate more powerfully with clients and other CPAs by understanding human behavior*How to judge if your communication is effective in motivating someone*How to get someone to really hear you and how to really hear what someone else is "not saying."*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you -- inside and outside the firm*The 3 most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*Secret techniques that super-successful communicators use*How to persuade people without them knowing they are being persuaded*How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their magical abilities.*The three most important keys all successful communicators use*How outstanding service can lead to more promotions and/or client development*The art of getting more referrals and turning referrals into clients*Why great service is better for your business in the long run*How to know what's most important to your client or boss--so you can focus on that | Robinson Jonathan |
| 5/20/2026 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Role of Internal Audit in Operational Audits (Webinar) (26WA-2465)26WA-2465 | *The important role of operational audits*Best practices for designing and performing operational audits*Identifying causes of operational issues and risk exposures*Developing solutions to enhance the operational performance of business activities, processes, and resourced deployed across the organization*Delivering clear, transparent, and objective audit reports to convey critical information | Louis Jennifer F |
| 6/10/2026 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| HR Investigations Episode 2: Interview Techniques (Webinar) (26WA-2911)26WA-2911 | *Interview terminology*Types of questions*Levels of listening*Verbal and nonverbal communications*Documenting results | |
| 6/27/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Single Audit from Beginning to End Update (Webinar) (26WA-2005)26WA-2005 | *Introduction*Applicable AICPA standards*Applicable OMB Circular*Gathering information - determining the major programs*Identifying risk -- identifying the applicable compliance requirements*Assessing risk -- considering the internal controls over compliance requirements*Designing procedures that are responsive to assessed risks -- the tests of internal controls and compliance*Evaluating single audit evidence | Inzina J. Michael |
| 5/26/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Controllership Series: The Controller's Role in Procurement Function (Webinar) (26WA-2454)26WA-2454 | *Accounting*Finance*Procurement | Fountain Lynn |
| 6/10/2026 | 10 - 11:15 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| How Prevalent Is Retaliation Within Your Culture? (Webinar) (26WA-1878)26WA-1878 | *Retaliation protections*Speak up culture*Ethical culture | |
| 5/20/2026 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Form 7203: How to Calculate Shareholder Basis (Webinar) (26WA-1896)26WA-1896 | *Introduction to Form 7203 and its purposes*Mechanics of completing Form 7203 accurately*Strategies for reconstructing shareholder basis*Loss limitations under I.R.C. Section 461*At-risk rules and limitations for S Corporation shareholders*Documentation requirements for shareholder basis*Common errors in calculating and reporting basis*Best practices for maintaining and reporting shareholder basis | Hourani Mary Jane |
| 5/20/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Small HR Team, Big Impact: Three Employee Engagement Strategies for Lean HR Departments (Webinar) (26WA-2122)26WA-2122 | *HR Leadership*Small HR Teams*HR Department of One*Employee Engagement*Employee Experience*Employee Journey | |
| 5/28/2026 | 4 - 5:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics, Part 2 -- Cryptology (Webinar) (26WA-2826)26WA-2826 | *Forensic Accounting*Accounting*Finance*Auditing | Fountain Lynn |
| 6/24/2026 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Beyond the Basics of SSARS and Nonattest Services: Are You Certain You Are in Compliance? (Webinar) (26WA-2797)26WA-2797 | *Preventing malpractice claims related to nonattest accounting services*Identifying and safeguarding independence threats when issuing attest reports*Establishing an understanding with the client regarding non-audit services*Defining the varying levels of responsibility for accountants performing non-audit services*Performing compilations and reviews effectively and efficiently, including nature and extent of documentation considerations*Practice performing analytical review procedures appropriately, including developing proper advance expectations for review engagements*Properly considering going concern, subsequent events, and other disclosure matters*Common issues related to peer reviews, including recurring reporting problems*Applying financial analysis best practices to help your clients better interpret their financial results | Louis Jennifer F |
| 6/23/2026 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Creating a Culture of Trust (Webinar) (26WA-2777)26WA-2777 | *Culture*Trust | |
| 6/23/2026 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Controllership Series: The Controller's Skillset (Webinar) (26WA-2955)26WA-2955 | *Accounting*Finance Skills | Fountain Lynn |
| 6/29/2026 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Allison McLeod's Federal Tax Updates for Business Entities - 8 Hour (Webinar) (26WA-2584)26WA-2584 | *Current business entity tax issues*Any current tax legislation occurring during the period*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues | McLeod Allison M. |
| 6/15/2026 | 8 a.m. - 3:35 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Audit Risk Assessment in Plain English (Webinar) (26WA-2179)26WA-2179 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment | Crawford Frank W Pembrook Chris |
| 5/30/2026 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Leading Up: The Superpower Every Ascending Leader Needs (Webinar) (26WA-2443)26WA-2443 | *The consequences of upward leadership failure.*Building credibility with your boss, Serving multiple bosses.*Making the business case for your ideas. | Lokhorst Jonathan R |
| 6/9/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Controllership Series: Addressing Cash Flow and Forecasting Uncertainty (Webinar) (26WA-2856)26WA-2856 | *Accounting*Finance*Cashflow | Fountain Lynn |
| 6/25/2026 | 8 - 9:20 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| K2's OneDrive's Best Practices (Webinar) (26WA-1979)26WA-1979 | *Synchronizing your files to your desktop pc*Working with shared files*Managing different versions of files*Understanding how OneDrive works with OneNote, Teams, and SharePoint | Clark Connie |
| 5/23/2026 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Cash Conversion Cycle: Tool and Techniques (Webinar) (26WA-1872)26WA-1872 | *Understanding the timing elements of your day's working capital*The impact of inventory on the Cash Conversion Cycle*How vendors and customers can help your cash conversion cycle*Planning and forecasting for a healthy cash flow*Assorted management tips to control the Cash Conversion Cycle | Karwic Richard A |
| 5/20/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Global IIA Standards Fundamentals and Domain I and II: Part 1 (Webinar) (26WA-2016)26WA-2016 | *Accounting*Internal Audit*Internal Control*GIAS Standards*Internal Audit Standards | Fountain Lynn |
| 5/26/2026 | 6 - 8:05 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| When You Hear Hoofbeats, It May Be a Zebra (Webinar) (26WA-2269)26WA-2269 | *Internal Controls*Fraud Prevention*Fraud Investigation | |
| 6/3/2026 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Original SECURE Act and SECURE Act 2.0 Retirement Planning Strategies (Webinar) (26WA-2615)26WA-2615 | *Mandatory Automatic Enrollment*Credit For Small Employer Pension Plan Startup Costs*Enhancement Of The Saver's Credit*Increase In Starting Age For RMDs*Indexing IRA Catch-Up*Higher Catch-Up Limit Age 61, 62, 63, And 64*Student Loan Payments As Elective Deferrals For Matching Contributions*Start Up Credit Costs For Employers Joining An Existing Plan*Financial Incentives For Contributing To a Plan*Withdrawals For Certain Emergency Expenses*SIMPLE Plan changes*Starter 401(K) Plans*Sec 529 Plan To Roth Rollovers*Emergency Savings Accounts*Enhancement of 403(B) Plans*Qualified Charitable Distributions to Split Interest Entity*Retirement Savings Lost and Found | Werner Arthur J |
| 6/16/2026 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Advanced Negotiations: Never Split the Difference (Webinar) (26WA-1799)26WA-1799 | *Negotiations*Business Management | Daly John L |
| 5/18/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Public Speaking Secrets That Wow Audiences (Webinar) (26WA-2331)26WA-2331 | *Overcoming the Common Obstacles to Public Speaking*Fear of rejection/ failure and how to overcome*From Unconscious Incompetence to Unconscious Competence*Toastmasters and practicing by video*Act "As If,"*Do One Breath Technique to be more relaxed*Creating the Content of the Talk*What are the concerns of your audience?*Talks consist of a title, an introduction, an opening, a body of content, a conclusion and a closing*How to Deliver a Talk Effectively*The clothes you wear and how you look matter*Charisma = energy*Smile and act enthusiastic*Use self deprecating humor*Making the Talk Entertaining*Vary the speed of your delivery*The Power of stories*Memorization and Practice*Key word system and note cards*Practice thru video or get feedback through others*Creating Stories that Rock | Robinson Jonathan |
| 6/5/2026 | 9 a.m. - 12:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Controllership Series: The Role of the Controller in ESG (Webinar) (26WA-2337)26WA-2337 | *Accounting*Finance*SG*Operations | Fountain Lynn |
| 6/5/2026 | 8 - 9:20 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| SAS No. 122, AU 315, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement (Webinar) (26WA-2888)26WA-2888 | *How the effect of a misstatement due to error effects the scope of our audit vs a misstatement due to fraud*Inquires of management …….. and others*The audit planning process; when we start and when we stop*The importance of brainstorming and what two things should a talk about*Revisions of our risk assessment*Determining materiality | Dycus Dennis F |
| 6/26/2026 | 9 a.m. - 12:30 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Group Audits: Who is Responsible for What? (Webinar) (26WA-2800)26WA-2800 | *Responsibilities of the group audit engagement team, including the group engagement partner*Clarifying roles and responsibilities of component auditors and reference auditors in audits of group financial statements*Special considerations on audit planning and audit reporting in a group audit | Louis Jennifer F |
| 6/23/2026 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Not-for-Profit Internal Control: Practical Insights Into Mitigating Financial Reporting, Compliance and Other Risks (Webinar) (26WA-2200)26WA-2200 | *Recognizing the importance of each of the key components of a sound system of internal controls over financial reporting, regardless of a nonprofit entity's nature, size or complexity*Understanding the critical role of information technology (IT) general and application controls to reliable financial reporting, even in less-complex IT environments*Exercise in documenting an understanding of the design of internal controls for common classes of transactions for nonprofit entities*Identifying and evaluating the sufficiency of key controls to satisfy control objectives*Understanding the importance of verifying whether an understanding of the design of internal controls has actually been "implemented", and how to exactly go about doing that | Louis Jennifer F |
| 5/30/2026 | 12 - 3:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's Securing Your Data: Practical Tools for Protecting Information (Webinar) (26WA-2080)26WA-2080 | *Understanding today's cybersecurity risks*Identifying major cybersecurity risks*Implementing specific steps to reduce risk | Stephens Tommy G |
| 5/27/2026 | 2 - 6 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Practical Ethics and Circular 230 Compliance for CPAs and EAs (Webinar) (26WA-2370)26WA-2370 | *Taxpayers' rights and protections*Professional oversight in tax practice*Navigating Circular 230 complexities*Ethical practice before the IRS*Preparer roles and responsibilities*Compliance with rules on written advice*Ensuring client confidentiality*Upholding best practices in tax preparation | Werner Arthur J |
| 6/6/2026 | 8 - 11:50 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| K2's Best Word, Outlook and PowerPoint Features (Webinar) (26WA-2098)26WA-2098 | *Creating Word and PowerPoint documents with greater ease and efficiency*Enabling critical Outlook options for improved productivity*Best practices for working with Word, Outlook, and PowerPoint | Stephens Tommy G |
| 5/28/2026 | 1:30 - 5:10 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| K2's The How's and Why's of Data Analytics (Webinar) (26WA-1916)26WA-1916 | *Understanding the four types of data analytics*Differentiating between correlation and causation*How to generate data analytics in Excel and other applications already in use*The role of Artificial Intelligence in data analytics | Stephens Tommy G |
| 5/21/2026 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Fraud Risk Management (Webinar) (26WA-2290)26WA-2290 | *Fraud risk management*Fraud risk assessments*Data analytics*Fraud risk management tools | Cotton David L |
| 6/4/2026 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Analytical Procedures for Not-for-Profits (Webinar) (26WA-1985)26WA-1985 | *How to leverage preliminary and substantive analytic procedures to improve the effectiveness and efficiency of financial statement audits*The required elements of a substantive analytic procedures to address detection risk*Tips and traps of applying an analytic approach to satisfy audit objectives*Explaining the usefulness of analyzing diverse trends and ratios in a nonprofit environment to meet the needs of various financial statement users*Common ratios and trends to assess liquidity, operating efficiency, leverage, and more | Louis Jennifer F |
| 5/23/2026 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Better Business Writing: Improve Your Speed and Quality (Webinar) (26WA-1800)26WA-1800 | *Writing*Communications | Daly John L |
| 5/18/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Tax Procedure (Webinar) (26WA-2640)26WA-2640 | *Filing a tax return*IRS audit*RS Appeals*Collections and litigation at courts of original jurisdiction | McLeod Allison M. |
| 6/17/2026 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| HR Investigations Episode 1: Introduction, Assessing, Planning (Webinar) (26WA-2089)26WA-2089 | *Investigation terminology*Assessment skills*Investigative methodology | |
| 5/28/2026 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's Ripped From the Headlines: Lessons From Interesting Tech Crimes (Webinar) (26WA-2172)26WA-2172 | *Common security weaknesses that occur with hardware and software at home and in the office*Malware, ransomware, data breach, and incident response tips*Internal control failures which result in the theft of assets or unauthorized manipulation of data | Tankersley Brian F |
| 5/29/2026 | 8 - 9:45 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Leveraging Analytical Procedures to the Fullest on Audits: Case Studies in Strengthening Audit Evidence (Webinar) (26WA-2893)26WA-2893 | *How well-designed analytic procedures enhance audit quality*Elements of strong analytic procedures*Selecting the proper analytic, and altering the strength for the intended purpose*Evaluating the data used in generating expectations*Improving documentation, including evaluating sufficiency and appropriateness of the audit evidence obtained | Louis Jennifer F |
| 6/26/2026 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ask Me No Questions and I Will Tell You No Lies: The Art of Interviewing and Interrogation (Webinar) (26WA-2694)26WA-2694 | *Defining an interview*Why we choose to believe or not believe someone*Types of individuals you will be talking with*Why people lie*Types of liars*Unsharable needs*Verbal and nonverbal clues*How to listen*Obtaining a confession | Dycus Dennis F |
| 6/19/2026 | 9 - 11:55 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Taxation of Non-fungible Tokens (NFTs) (Webinar) (26WA-2340)26WA-2340 | *NFT basics*Classification of NFTs*Current Legislative and Policy Environment*Tax implications of creation, sales and exchanges of NFTs | McLeod Allison M. |
| 6/5/2026 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Audit and Attest Quality Matters that Should be on Your Radar: Avoiding Common Deficiencies in SAS, SSARS and SSAE Engagements (Webinar) (26WA-2457)26WA-2457 | *Applying professional skepticism to ensure quality work*Meaningful risk assessment when designing work programs for various levels of services*Proper planning and supervision of all engagements*Accountant responsibilities for evaluating internal control*Strengthening analytic procedures to support conclusions*Complying with the Code of Professional Conduct and quality management standards | Louis Jennifer F |
| 6/10/2026 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Tax Practice Standards (Webinar) (26WA-2261)26WA-2261 | *Treasury Circular 230*AICPA Statements on Standards for Tax Services (SSTS)*Internal Revenue Code (IRC)*Common law | McLeod Allison M. |
| 6/2/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Multiply Your Time: Tame Your To-Do List and Fight Distractions So You Can Get The Right Things Done (Webinar) (26WA-2977)26WA-2977 | *Personal Productivity*Optimizing Performance*Reducing Stress*Managing Time*Improving Results*Personal Development*Self Leadership*Self Awareness | |
| 6/30/2026 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Five Ways to Improve Your Leadership Skills (Webinar) (26WA-2276)26WA-2276 | *Leadership*Self-awareness*Communication*Delegation*Empowerment | |
| 6/3/2026 | 11 - 11:55 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Financial Acumen for Today's HR Leader (Webinar) (26WA-2557)26WA-2557 | *Financial Statement Insight*Trend Analysis*Financial Benchmarks | Lindell James T |
| 6/13/2026 | 1 - 2 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Revenue Recognition Topic 606: Identify Performance Obligations, Part 2 (Webinar) (26WA-2243)26WA-2243 | *Revenue Recognition*Accounting | Fountain Lynn |
| 6/2/2026 | 12 - 1:20 p.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
| Business Consulting for CPAs (Webinar) (26WA-1939)26WA-1939 | *What is Business Consulting?*Identify the types of Management services your firm could offer.*How to become the trusted advisor -- identification of client's needs?*Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements.*Know what it takes to create a valuable outcome for the client.*Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants.*Learn techniques to become a more effective consultant.*Professional standards application | Lindell James T |
| 5/21/2026 | 2 - 5:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's Case Studies in Fraud and Technology Controls - 8 Hours (Webinar) (26WA-2008)26WA-2008 | *Key fraud risks impacting businesses today*Examples of fraud and the monetary impact on victims*How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim | Stephens Tommy G |
| 5/26/2026 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| State Tax Nexus: Frequently Awkward Questions (Webinar) (26WA-2006)26WA-2006 | *Frequently asked questions about income tax and sales tax nexus*New developments*Key factors in reviewing potential nexus consequences*Nexus road trip to eight large states*Tax impacts of remote work*Free, multistate resources | |
| 5/26/2026 | 11:30 a.m. - 1:20 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Deep Dive Into Common Auditing Deficiencies (Webinar) (26WA-2509)26WA-2509 | *Auditing*Yellowbook*GAAS | Galasso Melisa |
| 6/12/2026 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Mastering Rapport Skills for Fun and Profit (Webinar) (26WA-2332)26WA-2332 | *How to get people to like you*What leads to people liking each other*Why people judge you, and how to avoid negative judgments*What goes on when we first meet someone*How to put someone at ease*The Elements of Trust*Why we trust someone, and how you can create trust*What leads to a "special bond"*How to repair "broken trust"*How to establish trust in just a few minutes*Mastering Non-Verbal Communication*Why non-verbal communication is so important*How to connect with someone in a non verbal manner*How to create trust and rapport through non verbal means*What to Say to Establish Immediate Rapport*The most effective way to instant intimacy*How to handle your fear of rejection*How to feel immediately confident when talking to anyone*How to get almost anyone to really like you through the use of questions | Robinson Jonathan |
| 6/5/2026 | 3 - 6:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| HR Investigations Episode 1: Introduction, Assessing, Planning (Webinar) (26WA-2273)26WA-2273 | *Investigation terminology*Assessment skills*Investigative methodology | |
| 6/3/2026 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Employees Today and Tomorrow: Are Employees Assets? (Webinar) (26WA-2536)26WA-2536 | *GAAP vs economic value of employees*The changing landscape of work*The need to change management tactics*Different generations and demographics*Understanding the differences*What issues do they present?*How do we improve our understanding?*Employee engagement/assessment surveys and what they should tell us*Successful tactics for today's workforce | Mims Robert |
| 6/13/2026 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Asset Misappropriation: Let Me Count the Ways (Webinar) (26WA-2479)26WA-2479 | *Identifying opportunity*The three most common behavioral red flags that we should always look for*The many ways to commit check fraud (it's so easy)*Why inventory is such a good place to hide theft of assets*How to cover up inventory fraud*Accounts Receivable Fraud and how it works*How to count inventory that's not there | Dycus Dennis F |
| 6/11/2026 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 360 Budgeting: A Holistic Approach to Process and Solutions (Webinar) (26WA-2505)26WA-2505 | *Defining the budget process*Common budgetary cultures and discussion of solutions*Does your budget need an overhaul or just a tune up?*How to make the budget flexible*Making a better budget and maybe even a better you (or at least improving the perception of the budget work itself)*How to build a flexible budget model that works?*What are the steps we can take to budget for economic and external factors beyond our control?*How the right Chart of Accounts can simply your work*Budget and GAAP are not the same and why they are fine not to be*Efficiently modeling payroll and benefits*Identifying controllable and uncontrollable expense*Using key variables to stress-test your budget*Understanding your own leadership tendencies and applying them to your strengths?*Understanding core personality types*Learning what type of person you are?*Managing and coping with the budget team*Effectively dealing with the A, B, C and other players?*Identifying the 'Big Picture' and your role in effective communication*Communicating so others can understand us*Understanding a presentation's anatomy?*Tips and tricks for budget presentations | Mims Robert |
| 6/12/2026 | 10 a.m. - 6 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Controllership Series: Addressing Budgeting Uncertainty (Webinar) (26WA-2167)26WA-2167 | *Accounting*Finance | Fountain Lynn |
| 5/29/2026 | 12 - 1:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Communicating in a Virtual and Live Environment: Numbers Matter, but So Do Words (Webinar) (26WA-2587)26WA-2587 | *Tackling the emotions of presenting*Use of visuals in presentations*Telling stories*Who is your audience and why is it crucial?*Defining presentations in a virtual and live world dynamic*Discuss the overarching themes of effective presentations*Building out a presentation with a roadmap order*Discuss the types of presentations, including the good and the bad*Tips on the right considerations in being effective in virtual presentations | Mims Robert |
| 6/15/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Safety Synergy: Uniting Elements for a Secure Workplace (Webinar) (26WA-2724)26WA-2724 | *How to evaluate physical security*Increase situational awareness*Simple De-escalation techniques*Mental Health awareness*Safe Termination Strategy*Active Shooter Response Overview | Ayers Chad Sexton Andy |
| 6/20/2026 | 3 - 4:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Generation Intelligence: Navigating the Generational Divide (Webinar) (26WA-2590)26WA-2590 | *Generations | |
| 6/15/2026 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Untold LinkedIn Hyper-Growth Story (Webinar) (26WA-2392)26WA-2392 | *Talent*Business Growth*People Strategy*Culture*Communication*Trust Strategy | Cadigan Steve |
| 6/8/2026 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Revenue Recognition: Topic 606 Disclosures (Webinar) (26WA-2220)26WA-2220 | *Revenue Recognition*Accounting | Fountain Lynn |
| 6/1/2026 | 8 - 9:15 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Businesses Receiving Government Assistance (Webinar) (26WA-2618)26WA-2618 | *What is Yellow Book?*What is different because of Yellow Book?*When might Yellow Book apply to a business?*Common application of concepts to businesses*Answers to common questions | Louis Jennifer F |
| 6/16/2026 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Revenue Recognition: Recognize Revenue (Webinar) (26WA-2749)26WA-2749 | *Revenue Recognition*Accounting | Fountain Lynn |
| 6/22/2026 | 12 - 1:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| How to Get a Better Return on Yellow Book and Single Audits: Avoiding the Most Misapplied Audit Concepts (Webinar) (26WA-2348)26WA-2348 | *Discover the fundamental differences in the auditor's responsibilities between financial statement audits performed in accordance with the SASs and Yellow Book*Understand risk assessment factors above those associated with a financial statement audit only*Learn what must be done beyond the financial statement audit in order to issue required Yellow Book and Single Audit reports on internal controls and compliance*Master designing, performing and documenting effective and efficient tests of compliance requirements*Practice identifying, documenting and communicating the impact of internal control deficiencies and compliance audit findings to the client*Common peer review deficiencies | Louis Jennifer F |
| 6/5/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Strategies for Guiding Clients Through Challenging Situations: Tax Insights (Webinar) (26WA-2682)26WA-2682 | *Navigating the tax and non-tax dimensions of divorce.*Unveiling tax and non-tax considerations in personal bankruptcy, debt cancellation, foreclosure, repossession, and bad debt reporting.*Exploring the tax and non-tax aspects of personal relationship matters, encompassing cohabitation, property rights, premarital agreements, filing status, exemptions, and dependents.*Grasping the intricacies of support considerations for spouses and former spouses.*Addressing support matters for children of divorced or separated parents, alongside the tax treatment of back child support.*Delving into the business implications in instances of business dissolution.*Tackling specialized topics, including marital property rules, tax rate comparisons for married and unmarried individuals, head of household status, and treatment of refunds and deficiencies. | Werner Arthur J |
| 6/18/2026 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Building Your Own Library of Anti-Fraud and Continuous Monitoring Tests (Webinar) (26WA-2781)26WA-2781 | *Build your own forensic data analytics tests around vendors, customers or employees*Expand your knowledge and library of available anti-fraud tests and behavioral algorithms*Align the right tests to the appropriate risks*Practical applications and use cases | Walden Vincent |
| 6/23/2026 | 12 - 1:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Controller Function: Inventory, Part 2 -- Valuation, Inventory Methods and Inventory Fraud (Webinar) (26WA-2604)26WA-2604 | *Accounting*Finance*Procurement*Inventory | Fountain Lynn |
| 6/16/2026 | 12 - 1:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Top Employment Tools to Protect Your Business and Recommend to Business Clients (Webinar) (26WA-2247)26WA-2247 | *arbitration agreements*confidentiality agreements*restrictive covenants*training*severance agreements | Ackels Alana K. |
| 6/2/2026 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Mastering the Three Pillars of Cybersecurity: Exploring the Technology Pillar (Webinar) (26WA-2233)26WA-2233 | *Technology*Cybersecurity | Melloy Jon |
| 6/2/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Preparing and Reviewing Workpapers: Essential Tips for Avoiding Deficient Audit and Other Attest Engagements (Webinar) (26WA-2518)26WA-2518 | *Best practices for documenting complex and subjective procedures and conclusions, such as estimates, substantive analytic procedures, etc. that impact the nature and extent of audit documentation needed to support audit conclusions*Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit*Tips for an efficient workpaper review process that complies with relevant standards*Understanding the quality control standards and guidance related to a CPA firm's responsibilities for its system of quality control*Explain the importance of establishing, applying, and monitoring quality control policies and procedures related to audit documentation | Louis Jennifer F |
| 6/12/2026 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Drive Results With Metrics (Webinar) (26WA-1862)26WA-1862 | *Performance Metrics*Budgets | Daly John L |
| 5/20/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Benford's Law and Other Digital Analysis Techniques (Webinar) (26WA-2817)26WA-2817 | *Benford's Law*Digital Analysis*Data analytics | Cotton David L |
| 6/24/2026 | 10 - 11:40 a.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| Let's End Business Ethics (Webinar) (26WA-2994)26WA-2994 | *Ethics defined*Are there business ethics?*How to identify ethical issues*Deciphering your ethical code*Why ethical behavior is good for your business*How to make ethical decisions | Levy John F |
| 6/30/2026 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Five Amazing Business Books in 100 Minutes (Webinar) (26WA-2848)26WA-2848 | *"Leaders Eat Last", by Simon Sinek* "Zero to One" by Peter Thiel* "American Icon" by Bryce Hoffman*"Slide:ology" by Nancy Duarte*"Brain Rules" by John Molina | Minges Don |
| 6/25/2026 | 2 - 3:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| How Prevalent Is Retaliation Within Your Culture? (Webinar) (26WA-2214)26WA-2214 | *Retaliation protections*Speak up culture*Ethical culture | |
| 6/1/2026 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Controllership Series: Managerial Accounting Basics and Costs (Webinar) (26WA-2758)26WA-2758 | *Accounting*Finance | Fountain Lynn |
| 6/22/2026 | 12 - 1:10 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| The Role of Internal Audit in Operational Audits (Webinar) (26WA-2872)26WA-2872 | *The important role of operational audits*Best practices for designing and performing operational audits*Identifying causes of operational issues and risk exposures*Developing solutions to enhance the operational performance of business activities, processes, and resourced deployed across the organization*Delivering clear, transparent, and objective audit reports to convey critical information | Louis Jennifer F |
| 6/25/2026 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Harnessing ChatGPT: Unlocking Professional Efficiency (Webinar) (26WA-1885)26WA-1885 | *Leveraging prompt engineering in ChatGPT for various accounting tasks*Exploring the applications and limitations of ChatGPT in accounting*Empowering efficiency for everyday accounting tasks | Stephens Tommy G |
| 5/20/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Revenue Recognition: Determine the Transaction Price, Part 2 (Webinar) (26WA-2748)26WA-2748 | *Revenue Recognition*Accounting | Fountain Lynn |
| 6/22/2026 | 10 - 11:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Global Internal Audit Standards Domain IV: Part 1 (Webinar) (26WA-2985)26WA-2985 | *Internal Audit*GIAS*Standards*Institute of Internal Auditors*Accounting*Auditing | Fountain Lynn |
| 6/30/2026 | 12 - 2:05 p.m. | Online | 2.4 CPE (2.4 tech, 0 non-tech) | |
| Better Forecasts: Be a Better Predictor (Webinar) (26WA-2995)26WA-2995 | *Why an open mind and the ability to doubt helps make great predictions*Why it is better to be a fox than a hedgehog*How non-conformists change the world*How to focus on what matters*How to learn from the past without hindsight bias | Levy John F |
| 6/30/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ProActive Response: Active Shooter Training -- Recognize. Respond. Survive. (Webinar) (26WA-2502)26WA-2502 | *Early Warning Signs*Concerning Behavior Changes*Getting out*Barricading your area*Fighting for survival*Disarming the assailant*Tourniquets (commercial and improvised)*Pressure Dressings*Chest Seals | Sexton Andy Ayers Chad |
| 6/12/2026 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Sampling: Avoiding Common Mistakes on Financial Statement and Compliance Audits (Webinar) (26WA-2970)26WA-2970 | *Types of sampling and sampling risk*Differentiating statistical and nonstatistical sampling approaches*Attribute testing for tests of controls and compliance*Variables sampling for substantive audit assurance when performing tests of details*Determining sample sizes in a compliance audit in conformance with Uniform Guidance | Louis Jennifer F |
| 6/29/2026 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Allison McLeod's Federal Tax Updates for Individuals - 8 Hour (Webinar) (26WA-2585)26WA-2585 | *Current tax issues affecting individual taxpayers*Review of recent tax legislation*Other issues affecting the profession, including IRS procedure, current cases, and other federal tax issues | McLeod Allison M. |
| 6/15/2026 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Controller Function: Cash and Investments (Webinar) (26WA-2988)26WA-2988 | *Accounting*Finance | Fountain Lynn |
| 6/30/2026 | 4 - 5:20 p.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
| Contract and Procurement Fraud (Webinar) (26WA-2564)26WA-2564 | *Procurement phases*Fraud schemes*Fraud red flags*Fraud control activities and safeguards | Cotton David L |
| 6/15/2026 | 3 - 5:05 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Estate Planning for Today and Beyond (Webinar) (26WA-2315)26WA-2315 | *Analysis of upcoming trends and anticipated shifts in estate planning practices*Review of legislative updates affecting estate planning strategies*Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency*Integration of digital assets and technology into estate planning frameworks*Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional*relationships | Werner Arthur J |
| 6/4/2026 | 10 a.m. - 5:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| IRS Cybersecurity Checklist (Webinar) (26WA-2490)26WA-2490 | *Defining Cybersecurity and Cyber Risks*Implications of Cybercrime*Cyber Attack Trends*Landscape of Cyberattacks*Laws and Regulations*Security Standards and Frameworks*Cybersecurity Roadmap | Werner Arthur J |
| 6/11/2026 | 12 - 1:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Fraud Assessment for Small and Medium Sized Businesses (Webinar) (26WA-2914)26WA-2914 | *The fraud triangle*The fraud savvy model*Symptoms of fraud*Benford's Law*The net worth method*The vulnerability chart*10 steps for action today | O'Brien William |
| 6/27/2026 | 2 - 5:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Providing Ethical Leadership: Learning to Be the Best Version of Yourself (Webinar) (26WA-1849)26WA-1849 | *Examining the lives of ordinary people whose moral courage had a significant impact on those around them.*How anyone, irrespective of their role in an organization, can inspire others to embrace ethical attitudes.*Showing how even simple actions can outsized effect on a person's sphere of influence. | McLeod Allison M. |
| 5/19/2026 | 12 - 1:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Develop Your Emotional Intelligence to Be More Successful in Life and Leadership (Webinar) (26WA-2553)26WA-2553 | *Emotional Intelligence (EQ) in Leadership*Building Stronger Workplace Relationships*Creating and Leading High-Performing Teams*Navigating Change with Emotional Intelligence | Lokhorst Jonathan R |
| 6/13/2026 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Controllership Series: Financial Statement Preparation (Webinar) (26WA-2792)26WA-2792 | *Accounting*Finance*Financial Statement Preparation | Fountain Lynn |
| 6/23/2026 | 10 a.m. - 12:25 p.m. | Online | 2.6 CPE (2.6 tech, 0 non-tech) | |
| Devious Ethics: Avoiding Snakes in Suits (Webinar) (26WA-2744)26WA-2744 | *Discuss psychopathy's symptoms*Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules*Look at precautions you should take when considering a new boss or employee*Help identify someone who might con you or your company | Daly John L |
| 6/22/2026 | 10 - 11:55 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| K2's Expense Reporting Automation (Webinar) (26WA-2147)26WA-2147 | *Overview of selected expense and corporate credit card reporting and management platforms*Major fraud schemes associated with expense reporting*Extracting and importing transaction data from bank feeds and matching to receipts | Stephens Tommy G |
| 5/28/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Mergers and Acquisitions: Complete Guide to Relevant Issues (Webinar) (26WA-2616)26WA-2616 | *Taxable asset acquisitions vs. non-taxable stock/equity acquisitions*What happens in an asset acquisition*What happens in a stock or equity acquisition*338 and 336 elections*Basics of 382*Basics of 280G*Earnouts and contingent payments*Assumed liabilities*Acquired reserves*Acquired deferred revenue*Treatment of transaction costs*Basics of mixed entity transactions, examples such as:*C-Corp buys an interest in a partnership*C-Corp buys an S-Corp*C-Corp buys an interest in an LLC (lots of possibilities here)*S-Corp buys a partnership*S-Corp buys a C-Corp*S-Corp buys an interest in an LLC*Partnership acquisitions of various entity types*Very basic overview of tax-free re-organizations*High level overview of entity formations*High level overview of entity liquidations or termination | Werner Arthur J |
| 6/16/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| International Cross Border Transactions (Webinar) (26WA-1848)26WA-1848 | *International cross border transactions. *Decrease an entities effective tax rate. *IRS audit risk | McLeod Allison M. |
| 5/19/2026 | 9 - 11 a.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| Ethics Aren't for the Byrdes in Ozark (Webinar) (26WA-2088)26WA-2088 | *Ethical business behavior*Ethical business decisions*Ethical management decisions*Ethical decisions in human resource management | |
| 5/28/2026 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Three Million Dollar Ribbon (Webinar) (26WA-2909)26WA-2909 | *Internal Controls*Fraud Prevention*Fraud Detection*Fraud Investigation | |
| 6/27/2026 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics in Communicating and Reporting (Webinar) (26WA-2656)26WA-2656 | *Fundamentals of ethical communication*4 must-have communication skills*How to improve your ethical communication skills*Problems related to unethical behavior in reporting & communication | Mims Jane |
| 6/18/2026 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Introduction to Forensic Accounting (Webinar) (26WA-2859)26WA-2859 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/25/2026 | 2 - 3:40 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| From Numbers to Narrative: Effectively Presenting Your Budget and Reporting (Webinar) (26WA-2422)26WA-2422 | *Identifying the 'Big Picture' and your role in effective communication*Communicating so others can understand us*Understanding a presentation's anatomy?*Tips and tricks for budget presentations | Mims Robert |
| 6/9/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Untold LinkedIn Hyper-Growth Story (Webinar) (26WA-1907)26WA-1907 | *Talent*Business Growth*People Strategy*Culture*Communication*Trust Strategy | Cadigan Steve |
| 5/21/2026 | 8 - 9:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Leaders Eat Last: Why? (Webinar) (26WA-2410)26WA-2410 | *Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust | Minges Don |
| 6/9/2026 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Forensic Data Analytics Supercourse for Fraud Prevention and Detection (Webinar) (26WA-2782)26WA-2782 | *Forensic data analytics*Fraud prevention and detection*Data validation and methodologies*COSO's Fraud Risk Management Guide principles*Innovations in anti-fraud technology | Walden Vincent |
| 6/23/2026 | 3 - 10:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Develop Your Emotional Intelligence to Be More Successful in Life and Leadership (Webinar) (26WA-3000)26WA-3000 | *Emotional Intelligence (EQ) in Leadership*Building Stronger Workplace Relationships*Creating and Leading High-Performing Teams*Navigating Change with Emotional Intelligence | Lokhorst Jonathan R |
| 6/30/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| HR Investigations Episode 2: Interview Techniques (Webinar) (26WA-2274)26WA-2274 | *Interview terminology*Types of questions*Levels of listening*Verbal and nonverbal communications*Documenting results | |
| 6/3/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Applying the New Expected Credit Loss Model (Webinar) (26WA-2428)26WA-2428 | *Principles behind the new expectation credit loss model*Acceptable methods for evaluating expected credit loss for certain financial instruments*Enhanced disclosure requirements common for nonpublicentities | Louis Jennifer F |
| 6/9/2026 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Tax Power Ethics for Tax Professionals (Webinar) (26WA-2918)26WA-2918 | *AICPA Code of Professional Conduct and interpretations*Statements on Standards for Tax Services*Tax preparer standards in the Internal Revenue Code*Rules for practice with and before the IRS, including IRS Circular 230*New developments*Best practices and case studies | |
| 6/27/2026 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: Financial Statement Preparation (Webinar) (26WA-2453)26WA-2453 | *Accounting*Finance*Financial Statement Preparation | Fountain Lynn |
| 6/10/2026 | 8 - 10:25 a.m. | Online | 2.6 CPE (2.6 tech, 0 non-tech) | |
| Mergers and Acquisitions: Tips and Speed Bumps to Avoid (Webinar) (26WA-2062)26WA-2062 | *Making strategic acquisitions*Identifying potential acquisition candidates*Alternatives to M&A*Identifying and understanding organizational culture*Understanding the keys to effective and efficient due diligence*Planning and executing an effective integration*Key considerations | Karwic Richard A |
| 5/27/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Liquidity and Uncertainty Disclosures for Not-for-Profits (Webinar) (26WA-2197)26WA-2197 | *Required disclosure related to liquidity and other significant uncertainties for fair presentation of financial statements*Evaluating the need for going concern and other uncertainty disclosures in the current environment | Louis Jennifer F |
| 5/30/2026 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accounting for Leases (Webinar) (26WA-2607)26WA-2607 | *Accounting*Finance*Financial Statement Preparation | Fountain Lynn |
| 6/16/2026 | 2 - 4:25 p.m. | Online | 2.6 CPE (2.6 tech, 0 non-tech) | |
| Data Extraction, Transformation and Validation: The Right Data Sources for Analysis (Webinar) (26WA-2094)26WA-2094 | *Understand various data types*Structured vs. unstructured data*Completeness and validation testing*Selecting the right data sources for the job*Risks and pitfalls to avoid | Walden Vincent |
| 5/28/2026 | 2 - 3:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Fraud Unmasked: Understanding and Preventing White-Collar Crime (Webinar) (26WA-2841)26WA-2841 | *Fraud Prevention*Accounting*Business Ethics | Gallagher Chuck |
| 6/24/2026 | 4 - 5:40 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Two Types of Goals You Need to Be Successful (Webinar) (26WA-2044)26WA-2044 | *Common obstacles to goal achievement*The limitations of SMART goals*Characteristics of effective outcome goals*Process Goals: The Roadmap to Achievement*Integrating Outcome and Process Goals for Maximum Impact | Lokhorst Jonathan R |
| 5/26/2026 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Common Sense CFO: Balance Sheet Issues Walk through to Understand and Build Value (Webinar) (26WA-2937)26WA-2937 | *Typical accounting issues that impact the balance sheet*Where are the hidden issues in unrecorded liabilities?*What are unrecorded assets and why they matter?*Identification of and resolution of balance sheet challenges and changes*Communicating to your audience and stakeholders | Mims Robert |
| 6/27/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Group Audits: Who is Responsible for What? (Webinar) (26WA-2545)26WA-2545 | *Responsibilities of the group audit engagement team, including the group engagement partner*Clarifying roles and responsibilities of component auditors and reference auditors in audits of group financial statements*Special considerations on audit planning and audit reporting in a group audit | Louis Jennifer F |
| 6/13/2026 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Top PDF Features You Should Know (Webinar) (26WA-2185)26WA-2185 | *Best practices for creating, editing, and managing PDFs*The process for creating and distributing PDF forms*Integrating PDFs with other applications*Securing your PDFs | Stephens Tommy G |
| 5/30/2026 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Avoiding Peer Review Deficiencies and Professional Liability in Public Accounting (Webinar) (26WA-2377)26WA-2377 | *Differentiating risks faced when performing various levels of professional services, such as audits, reviews, compilations, preparing financial statements, bookkeeping, tax return preparation, and similar*Best practices for preventing quality control concerns that could lead to peer review deficiencies or malpractice claims*Establishing an understanding with the client to minimize misunderstandings as to the nature and scope of engagements*Explain situations when independence should be appropriately safeguarded when performing nonattest services | Louis Jennifer F |
| 6/6/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's Microsoft Teams (Webinar) (26WA-2138)26WA-2138 | *Understanding the Teams platform*Communicating and collaborating in Teams*Adding applications and services to Teams*Extending Teams to individuals outside your organization | Stephens Tommy G |
| 5/28/2026 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Revenue Recognition: Allocate the Transaction Price (Webinar) (26WA-2219)26WA-2219 | *Revenue Recognition on Contracts with customers | Fountain Lynn |
| 6/1/2026 | 12 - 1:40 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| Hiring Remotely: Using Personality Assessments for Better Hiring Decisions (Webinar) (26WA-1812)26WA-1812 | *Remote Hiring Best Practices*Personality Assessments in Hiring*Effective Integration of Personality Assessments*Minimizing Bias and Ensuring Cultural Fit | |
| 5/18/2026 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| FAQ Related to the Most Recent Audit Standards SAS Nos. 142-149 (Webinar) (26WA-2023)26WA-2023 | *Clarification of terminology and foundational principles underlying recent generally accepted auditing standards*Answers to frequently asked questions that emerge in the proper application of risk-based audit concepts*Highlights of important concepts included in SASs No. 142-149 | Louis Jennifer F |
| 5/26/2026 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Annual Update for Governmental Accountants & Auditors (Webinar) (26WA-1934)26WA-1934 | *Single Audit Updates*Auditing & Accounting*Yellowbook | Galasso Melisa |
| 5/21/2026 | 9 a.m. - 3 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| Interviewing, Onboarding and Training 101 (Webinar) (26WA-2867)26WA-2867 | *Best practices on interviewing*Best practices for onboarding*Best practices with training | |
| 6/25/2026 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| International Cross Border Transactions (Webinar) (26WA-2960)26WA-2960 | *International cross border transactions. *Decrease an entities effective tax rate. *IRS audit risk | McLeod Allison M. |
| 6/29/2026 | 1 - 3 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| Sticky Ethical Choices (Webinar) (26WA-2664)26WA-2664 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost.*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board. | Minges Don Mims Robert |
| 6/18/2026 | 8 - 8:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Cryptocurrencies for the CFO: Explaining Blockchain (Webinar) (26WA-2237)26WA-2237 | *What is money?*What are digital assets?*Understanding the what, why, and how of cryptocurrencies*Understanding the what, why, and how of blockchain*NFT's (Non-Fungible Tokens), their role and impact*Explaining the crypto language | Mims Robert |
| 6/2/2026 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Mission-Critical Leadership: How Smart Managers Lead Well in All Directions (Webinar) (26WA-2998)26WA-2998 | *Leadership foundations*Leading downward*Leading upward*Practical leadership tools | Lokhorst Jonathan R |
| 6/30/2026 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| International Tax Treaties (Webinar) (26WA-2959)26WA-2959 | *Tax treaties *Tax impact of cross-border transactions | McLeod Allison M. |
| 6/29/2026 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The CFO Series: Artificial Intelligence -- A Practical Guide for Financial Leaders and CFOs (Webinar) (26WA-2183)26WA-2183 | *AI Evolution: How has AI evolved and where does it stand today*Generative AI: What exactly is & generative AI; and how is it different*AI Limitations: What AI can't, shouldn't or won't do*AI Applications: How can I practically use AI right now*AI Ethics: What are the ethical implications of incorporating AI in my work | Cooper Tracy |
| 5/30/2026 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Employee Theft: Understanding the Why and Preventing the Loss (Webinar) (26WA-3007)26WA-3007 | *Employee Theft*Prevention | Gallagher Chuck |
| 6/30/2026 | 4 - 6 p.m. | Online | 2.4 CPE (0 tech, 2.4 non-tech) | 2.4 Ethics |
| Navigating Leaves of Absence (Webinar) (26WA-2300)26WA-2300 | *Family Medical Leave Act - full time and intermittent*Americans With Disabilities Act*Special rules for managers*Handling fraud, abuse, and performance issues in connection with a leave of absence | Ackels Alana K. |
| 6/4/2026 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Assessing the Real Ethics of an Organization (Webinar) (26WA-2666)26WA-2666 | *What are the signs of an ethical versus unethical organization?*The need for clear policies*Policies should be detailed, clear and unambiguous*The importance of 'doing the right thing when no one else is looking'*How exceptions offer opportunities to the unethical*Should exceptions be allowed? | Minges Don |
| 6/18/2026 | 12 - 12:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Providing Ethical Leadership: Learning to Be the Best Version of Yourself (Webinar) (26WA-2961)26WA-2961 | *Examining the lives of ordinary people whose moral courage had a significant impact on those around them.*How anyone, irrespective of their role in an organization, can inspire others to embrace ethical attitudes.*Showing how even simple actions can outsized effect on a person's sphere of influence. | McLeod Allison M. |
| 6/29/2026 | 11 a.m. - 12:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Inventory Accounting GAAP, Software and Recognizing Variances (Webinar) (26WA-2691)26WA-2691 | *Inventory accounting*GAAP*Methods for dealing with variances | Daly John L |
| 6/19/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Governmental Accounting 101 (Webinar) (26WA-2563)26WA-2563 | *Fund Types*Budgetary Accounting*Financial Reporting Requirements*Single Audit Act*Audit Standards and Procedures*Best Practices in Governmental Accounting | Pembrook Chris Crawford Frank W |
| 6/15/2026 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Global Internal Audit Standards Domain III: Part 1 (Webinar) (26WA-2481)26WA-2481 | *Internal Audit*GIAS*IPPF*Standards*Accounting*Internal Controls | Fountain Lynn |
| 6/11/2026 | 2 - 4:15 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
| The Art of Marketing for CPAs (Webinar) (26WA-2850)26WA-2850 | *Why marketing and self promotion are so important today*What keeps people from learning this skill, and how to overcome those obstacles*How to get people (your boss, co-workers or clients) to like working with you*How to sell someone on your services in a single minute*How to attract more clients or the attention of your boss in a way that wows them*How to get referrals from your clients or glowing reviews from your boss*The 3 communication skills every business person needs to master, and why*The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career | Robinson Jonathan |
| 6/25/2026 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Ethics Hour: Dealing With Conflicts of Interest -- Members in Business and Industry (Webinar) (26WA-2816)26WA-2816 | *The multi-step process to address conflicts of interest*How to remedy threats*Preparing to defend your actions or inactions*Causes of conflicts of interest | Minges Don |
| 6/24/2026 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| The Ethics Hour: Heartfelt Leadership -- How Ethical Leaders Build Trust (Webinar) (26WA-2384)26WA-2384 | *What are the three components of ethical leadership*Ethical prescriptions and ethical proscriptions*How to become a trusted leader | Levy John F Minges Don |
| 6/8/2026 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Critical Thinking Skills: Prevent Mistakes Now (Webinar) (26WA-2890)26WA-2890 | *Critical Thinking*Communication | Daly John L |
| 6/26/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Written Information Security Plans (Webinar) (26WA-1813)26WA-1813 | *Introduction to the Gramm-Leach-Bliley Act and its impact on data security*Circular 230 compliance and due diligence for practitioners*AICPA Statements of Standards relevant to WISP requirements*Key components of a Written Information Security Plan*Training requirements for employees, staff, and contractors*Practical guidance for drafting and implementing a WISP*FTC enforcement of data security standards for PTIN holders*Best practices for maintaining and updating WISP compliance | Hourani Mary Jane |
| 5/18/2026 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| IFRS Update (Webinar) (26WA-2462)26WA-2462 | *Explore where financial statement preparers should focus the most time and attention on now when preparing interim and annual financial statements, such as:*o Costs charged to PP&E in the "testing&" phase*o Calculating onerous contract costs*o Calculating the 10 percent test for determining substantially different cash flows*Discover highlights of recently-issued IFRS pronouncements, focusing on changes with upcoming effective dates, such as:*o Classification of liabilities as current*o Defining accounting estimates | Louis Jennifer F |
| 6/10/2026 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Network Forensics (Webinar) (26WA-2705)26WA-2705 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/19/2026 | 10 - 11:15 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Common Sense CFO: Dealing with Ever Changing Accounting Standards and Strategy Demands (Webinar) (26WA-2033)26WA-2033 | *Understanding the modern finance and accounting organization chart*GAAP accounting changes*Why so many changes?*The speed of change and complexity*Accepting reality*Recognizing and fixing the top five accounting problems and errors*Leases*Revenue*Management estimates*Why is strategy necessary?*What is strategy?*The two keys to strategy?*Why do some financial leaders lack strategic skills?*Balancing strategy with our day-to-day roles | Mims Robert |
| 5/26/2026 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Motives and Mystery of Ethics: Understanding the Why (Webinar) (26WA-2066)26WA-2066 | *Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions | Mims Robert |
| 5/27/2026 | 3 - 4:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Creating Terrific Equity Compensation Plans: Beware of the Pitfalls (Webinar) (26WA-2239)26WA-2239 | *Why most equity compensation plans fail?*Complexity of GAAP accounting for equity compensation plans*Tax implications of equity compensation plans*Who and how an equity compensation plan shouldbe administered?*Compliance issues to consider*Recommendations to design a better equity compensation plan | Minges Don |
| 6/2/2026 | 12 - 1:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accounting and Reporting Long-Term Debt (Webinar) (26WA-2491)26WA-2491 | *Debt terms that impact classification of debt, such as due on demand and subjective acceleration clauses, and more!*Proper treatment of short-term obligations that are expected to refinance within the next 12 months*"Revolving" credit agreements, where short-term debt is automatically replaced with other short-term debt for a specified period of time*Differentiating between debt modifications and troubled debt restructuring*Debt covenant compliance special considerations, including the proper form of waiver of rights to call the debt for violation | Louis Jennifer F |
| 6/11/2026 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Listen to Lead: The HR Champion's Guide to Building an Employee Listening Strategy (Webinar) (26WA-2221)26WA-2221 | *Employee Listening*Communication*Employee Experience*Employee Engagement | |
| 6/1/2026 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Mission-Critical Leadership: How Smart Managers Lead Well in All Directions (Webinar) (26WA-1857)26WA-1857 | *Leadership foundations*Leading downward*Leading upward*Practical leadership tools | Lokhorst Jonathan R |
| 5/19/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Leases Accounting Under Topic 842: Answers to FAQ After Implementation (Webinar) (26WA-2686)26WA-2686 | *Alternatives to adopting Topic 842*Short-term lease and related-party leasing arrangements*Identifying lease agreements under the new rules*Proper treatment of lease incentives, leasehold improvements, and lease modifications | Louis Jennifer F |
| 6/18/2026 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: The Controller's Role in Procurement Function (Webinar) (26WA-2336)26WA-2336 | *Accounting*Finance*Procurement | Fountain Lynn |
| 6/5/2026 | 8 - 9:15 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Common Sense CFO: Crisis Management, Innovation and Other Expectations Put on CFOs (Webinar) (26WA-2378)26WA-2378 | *Championing the role of innovation in the workplace*Crisis management*What does it mean?*What is our role?*The roles we take on and differences between the roles we are assigned?*Current and future trends and expectations for financial leaders and CFOs*Top ten crucial skills for 2035 from the Far Side's wisdom | Mims Robert |
| 6/6/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Revenue Recognition: Allocate the Transaction Price (Webinar) (26WA-2660)26WA-2660 | *Revenue Recognition on Contracts with customers | Fountain Lynn |
| 6/18/2026 | 2 - 3:40 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| Employee Theft: Understanding the Why and Preventing the Loss (Webinar) (26WA-2177)26WA-2177 | *Employee Theft*Prevention | Gallagher Chuck |
| 5/29/2026 | 10 a.m. - 12 p.m. | Online | 2.4 CPE (0 tech, 2.4 non-tech) | 2.4 Ethics |
| Avoiding Legal Liability and Peer Review Deficiencies in Nonaudit Services, Including Bookkeeping and Preparing Financial Statements (Webinar) (26WA-2933)26WA-2933 | *Differentiating risks faced when performing nonaudit services, such as reviews, compilations, preparing financial statements, bookkeeping, tax return preparation, and similar*Best practices for preventing quality control concerns that could lead to peer review deficiencies or malpractice claims*Establishing an understanding with the client to minimize misunderstandings as to the nature and scope of engagements*Explain situations when independence should be appropriately safeguarded when performing nonattest services | Louis Jennifer F |
| 6/27/2026 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Controllership Series: The Controller's Skillset (Webinar) (26WA-1841)26WA-1841 | *Accounting*Finance Skills | Fountain Lynn |
| 5/19/2026 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 10 Keys to Outstanding Service and More Referrals (Webinar) (26WA-2719)26WA-2719 | *Communicate more powerfully with clients and other CPAs by understanding human behavior*How to judge if your communication is effective in motivating someone*How to get someone to really hear you and how to really hear what someone else is "not saying."*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you -- inside and outside the firm*The 3 most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*Secret techniques that super-successful communicators use*How to persuade people without them knowing they are being persuaded*How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their magical abilities.*The three most important keys all successful communicators use*How outstanding service can lead to more promotions and/or client development*The art of getting more referrals and turning referrals into clients*Why great service is better for your business in the long run*How to know what's most important to your client or boss--so you can focus on that | Robinson Jonathan |
| 6/20/2026 | 2 - 5:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| K2's What's New With QuickBooks (Webinar) (26WA-2043)26WA-2043 | *Licensing issues*Pricing updates*New and improved features*Transitioning from QuickBooks Desktop to QuickBooks Online | Stephens Tommy G |
| 5/26/2026 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| SAS No. 122, AU 240, Consideration of Fraud in a Financial Statement Audit (Webinar) (26WA-2600)26WA-2600 | *The importance of professional skepticism*The dangers of making assumptions*How to listen and understanding the answer to a question*Why it is important to leave all of your expectations at home*Anticipation and why it's so dangerous*Determining materiality*The fraud triangle*Thinking about, given a set of circumstances, how you would steal*Management and the Tone At the Top | Dycus Dennis F |
| 6/16/2026 | 8 - 11:30 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Achieve Competency in Three Basic Tool Categories: Master the Fundamentals (Webinar) (26WA-2621)26WA-2621 | *Tools for FSA*The 3 P's. The QST trifecta*The integrated planning model*Performance based management*The value chain*The balanced scorecard | O'Brien William |
| 6/17/2026 | 1:30 - 5:05 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Interviewing, Onboarding and Training 101 (Webinar) (26WA-1811)26WA-1811 | *Best practices on interviewing*Best practices for onboarding*Best practices with training | |
| 5/18/2026 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| State Tax Nexus: Frequently Awkward Questions (Webinar) (26WA-2632)26WA-2632 | *Frequently asked questions about income tax and sales tax nexus*New developments*Key factors in reviewing potential nexus consequences*Nexus road trip to eight large states*Tax impacts of remote work*Free, multistate resources | |
| 6/17/2026 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Creating Terrific Equity Compensation Plans: Beware of the Pitfalls (Webinar) (26WA-1779)26WA-1779 | *Why most equity compensation plans fail?*Complexity of GAAP accounting for equity compensation plans*Tax implications of equity compensation plans*Who and how an equity compensation plan shouldbe administered?*Compliance issues to consider*Recommendations to design a better equity compensation plan | Minges Don |
| 5/18/2026 | 11 a.m. - 12:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Art of Marketing for CPAs (Webinar) (26WA-2413)26WA-2413 | *Why marketing and self promotion are so important today*What keeps people from learning this skill, and how to overcome those obstacles*How to get people (your boss, co-workers or clients) to like working with you*How to sell someone on your services in a single minute*How to attract more clients or the attention of your boss in a way that wows them*How to get referrals from your clients or glowing reviews from your boss*The 3 communication skills every business person needs to master, and why*The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career | Robinson Jonathan |
| 6/9/2026 | 2 - 5:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Creative Strategies for Buying, Selling or Gifting a Business (Webinar) (26WA-2765)26WA-2765 | *Valuation methods for business interests*Stock purchase versus asset purchase*Estate transfer and tax considerations*Gifting strategies for business interests*Trusts and partnerships in business transfers*Self-canceling installment notes in transactions*Transferring S corporation stock to trusts*Business interest transfer with Employee Stock Ownership Plan (ESOP) | Werner Arthur J |
| 6/22/2026 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Controllership Series: The Treasury Function, Part 1 -- Cash and Investing (Webinar) (26WA-2282)26WA-2282 | *Accounting*Finance*Cash Investments | Fountain Lynn |
| 6/3/2026 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Forensic and Fraud Interviewing Techniques and Skills (Webinar) (26WA-2858)26WA-2858 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/25/2026 | 12 - 2 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| Group Audits: Who is Responsible for What? (Webinar) (26WA-2342)26WA-2342 | *Responsibilities of the group audit engagement team, including the group engagement partner*Clarifying roles and responsibilities of component auditors and reference auditors in audits of group financial statements*Special considerations on audit planning and audit reporting in a group audit | Louis Jennifer F |
| 6/5/2026 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Written Information Security Plans (Webinar) (26WA-2651)26WA-2651 | *Introduction to the Gramm-Leach-Bliley Act and its impact on data security*Circular 230 compliance and due diligence for practitioners*AICPA Statements of Standards relevant to WISP requirements*Key components of a Written Information Security Plan*Training requirements for employees, staff, and contractors*Practical guidance for drafting and implementing a WISP*FTC enforcement of data security standards for PTIN holders*Best practices for maintaining and updating WISP compliance | Hourani Mary Jane |
| 6/17/2026 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics, Part 1 (Webinar) (26WA-1956)26WA-1956 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 5/22/2026 | 12 - 1:15 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Audit and Attest Quality Matters that Should be on Your Radar: Avoiding Common Deficiencies in SAS, SSARS and SSAE Engagements (Webinar) (26WA-2835)26WA-2835 | *Applying professional skepticism to ensure quality work*Meaningful risk assessment when designing work programs for various levels of services*Proper planning and supervision of all engagements*Accountant responsibilities for evaluating internal control*Strengthening analytic procedures to support conclusions*Complying with the Code of Professional Conduct and quality management standards | Louis Jennifer F |
| 6/24/2026 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Effective Coaching Strategies for High Performance (Webinar) (26WA-2555)26WA-2555 | *Coaching*Effective Communication*Problem Solving*Use of AI as a coaching tool | Lindell James T |
| 6/13/2026 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Rewards and Recognition Strategies for Leaders (Webinar) (26WA-2886)26WA-2886 | *Leadership*Recognition*Total Rewards*Employee Engagement | |
| 6/26/2026 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Getting On Top of it All: How to Work Smarter, Not Harder -- Part 2 (Webinar) (26WA-2851)26WA-2851 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all | Robinson Jonathan |
| 6/25/2026 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Powerful Public Speaking (Webinar) (26WA-2876)26WA-2876 | *Communications | |
| 6/26/2026 | 11 a.m. - 12:45 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics, Part 2 -- Cryptology (Webinar) (26WA-1919)26WA-1919 | *Forensic Accounting*Accounting*Finance*Auditing | Fountain Lynn |
| 5/21/2026 | 6 - 7 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Revenue Recognition: Topic 606 Disclosures (Webinar) (26WA-2661)26WA-2661 | *Revenue Recognition*Accounting | Fountain Lynn |
| 6/18/2026 | 6 - 7:15 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| K2's Small Business Accounting Solutions and Add-Ons (Webinar) (26WA-1914)26WA-1914 | *Current landscape of small business accounting software*Strengths and limitations of critical solutions*Effective add-ons and integrations*Implementation strategies | Johnston Randolph P |
| 5/21/2026 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Everything You Need to Know About the Pass-Through Entity Rules: IRC Section 199A, The Code and Regulations (Webinar) (26WA-1808)26WA-1808 | *Understanding the term "QBI" (qualified business income)*Understanding the terms "SSTB" (specified service trade or business)*Understanding the term "QTB" (qualified traded or business)*Calculate the 199A deduction Understanding the phaseouts*Understanding "aggregation"*Rental property as a trade or business*Identify how your clients can maximize the deduction*Planning ideas*Understand the Section 199A Regulations | Werner Arthur J |
| 5/18/2026 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Managing Your Money in Retirement (Webinar) (26WA-2472)26WA-2472 | *Social Security*Retirement*Asset allocation*Fraud | Daly John L |
| 6/11/2026 | 11 a.m. - 2 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Global Internal Audit Standards Domain II: Part 2 (Webinar) (26WA-1959)26WA-1959 | *Internal Audit*Standards*GIAS*Accounting*Internal Controls | Fountain Lynn |
| 5/22/2026 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Tax Procedure (Webinar) (26WA-1892)26WA-1892 | *Filing a tax return*IRS audit*RS Appeals*Collections and litigation at courts of original jurisdiction | McLeod Allison M. |
| 5/20/2026 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Improving Productivity With Microsoft 365/Office 365 Cloud Applications (Webinar) (26WA-2071)26WA-2071 | *Understanding the Cloud-based options available in a Microsoft 365/Office 365 environment*How to use tools such as Teams, Planner, and Power Automate*Storing data in SharePoint Online and OneDrive for Business | Stephens Tommy G |
| 5/27/2026 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Mergers and Acquisitions: Tips and Speed Bumps to Avoid (Webinar) (26WA-2533)26WA-2533 | *Making strategic acquisitions*Identifying potential acquisition candidates*Alternatives to M&A*Identifying and understanding organizational culture*Understanding the keys to effective and efficient due diligence*Planning and executing an effective integration*Key considerations | Karwic Richard A |
| 6/13/2026 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Employee Theft: Understanding the Why and Preventing the Loss (Webinar) (26WA-2496)26WA-2496 | *Employee Theft*Prevention | Gallagher Chuck |
| 6/11/2026 | 6 - 8 p.m. | Online | 2.4 CPE (0 tech, 2.4 non-tech) | 2.4 Ethics |
| Audit Skills for Beginners (Webinar) (26WA-2487)26WA-2487 | *Professional skepticism -- Creating a mindset for finding fraud and error*Audit documentation basics -- Creating workpapers that pass review*The audit risk model -- Understanding the foundational principles*Internal control fundamentals - Satisfying the requirements for evaluating the design and implementation of internal control over financial reporting | Louis Jennifer F |
| 6/11/2026 | 1 - 4:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Preparing and Reviewing Workpapers for Higher Quality Audits (Webinar) (26WA-2259)26WA-2259 | *The primary purpose of workpaper documentation, and minimum documentation requirements for workpaper preparers*Best practices for documenting complex and subjective procedures and conclusions, such as estimates, substantive analytic procedures, etc. that impact the nature and extent of audit documentation needed to support audit conclusions*Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit*Tips for an efficient workpaper review process that complies with relevant standards | Louis Jennifer F |
| 6/2/2026 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Forensic Data Analytics Supercourse for Fraud Prevention and Detection (Webinar) (26WA-2207)26WA-2207 | *Forensic data analytics*Fraud prevention and detection*Data validation and methodologies*COSO's Fraud Risk Management Guide principles*Innovations in anti-fraud technology | Walden Vincent |
| 6/1/2026 | 12 - 7:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Understand Yours and Other People's Styles: Meet Them in the Middle and Be More Effective in Generating Great Results! (Webinar) (26WA-2439)26WA-2439 | *Communications*Self-Awareness*Leadership | Flores Mario |
| 6/9/2026 | 8:30 - 9:30 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Responding To Retaliation Concerns and Capturing Key Retaliation Case Metrics (Webinar) (26WA-2215)26WA-2215 | *Speak up Culture*Ethical Culture*Internal complaint reporting and investigations | |
| 6/1/2026 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Interviewing, Onboarding and Training 101 (Webinar) (26WA-2316)26WA-2316 | *Best practices on interviewing*Best practices for onboarding*Best practices with training | |
| 6/4/2026 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| A Fox in the Henhouse/Courthouse (Webinar) (26WA-2773)26WA-2773 | *Internal Controls*Fraud Prevention*Fraud Investigation | |
| 6/23/2026 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Global Internal Audit Standards Domain III: Part 2 (Webinar) (26WA-2162)26WA-2162 | *Internal Audit*Internal Controls*GIAS*Institute of Internal Auditors*Standards*Accounting | Fountain Lynn |
| 5/29/2026 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Current Fraud Trends: Not-for-Profit and Government Entities (Webinar) (26WA-2344)26WA-2344 | *Best practices for fraud prevention and detection*Common fraud schemes in nonprofit and government entities including cash misappropriation, payroll fraud, vendor fraud, falsified billings, improper use of credit cards or purchase cards, the redirection of cash and non-cash contributions, personal use of assets, the redirection of grant benefits, other grant related fraud, travel and expense reporting fraud | Louis Jennifer F |
| 6/5/2026 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Allison McLeod's Federal Tax Updates for Individuals - 4 Hour (Webinar) (26WA-2460)26WA-2460 | *Current tax issues affecting individual taxpayers*Review of recent tax legislation*Other issues affecting the profession, including IRS procedure, current cases, and other federal tax issues | McLeod Allison M. |
| 6/10/2026 | 1 - 4:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| IFRS vs. US GAAP: Major Accounting Differences (Webinar) (26WA-2548)26WA-2548 | *Explore major differences in the design and structure of IFRS vs. U.S. GAAP*Discover significant differences in financial statement presentation and disclosure principles, including:*Periods required to be reported*Interim financial reporting*Debt classification, and more*Recognize significant differences in initial recognition and subsequent measurement standards, including:*Consolidation*Equity method investments | Louis Jennifer F |
| 6/13/2026 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Navigating Leaves of Absence (Webinar) (26WA-2693)26WA-2693 | *Family Medical Leave Act - full time and intermittent*Americans With Disabilities Act*Special rules for managers*Handling fraud, abuse, and performance issues in connection with a leave of absence | Ackels Alana K. |
| 6/19/2026 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Controllership Series: The Controller's Role in Pro Forma Financial Statements (Webinar) (26WA-2338)26WA-2338 | *Accounting*Finance | Fountain Lynn |
| 6/5/2026 | 10 - 11:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Two Types of Goals You Need to Be Successful (Webinar) (26WA-2550)26WA-2550 | *Common obstacles to goal achievement*The limitations of SMART goals*Characteristics of effective outcome goals*Process Goals: The Roadmap to Achievement*Integrating Outcome and Process Goals for Maximum Impact | Lokhorst Jonathan R |
| 6/13/2026 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's Optimizing Your Tech Stack for Efficiency and Cost-Effectiveness (Webinar) (26WA-1790)26WA-1790 | *Conducting a tech stack assessment, including an inventory of current tools and applications*Identifying essential and redundant tools*Exploring cost-effective alternatives*Calculating your total cost of ownership | Johnston Randolph P |
| 5/18/2026 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Global Internal Audit Standards Domain V: Part 2 (Webinar) (26WA-2541)26WA-2541 | *Internal audit*Standards Institute of Internal Auditors*GIAS*IPPF | Fountain Lynn |
| 6/13/2026 | 4 - 5:40 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Partnership and LLC (Form 1065): Formation to Liquidation (Webinar) (26WA-1917)26WA-1917 | *Extensive review of the partnership tax laws with an emphasis on any new legislative changes*Overview of different forms of business entities including the check-the-box regulations*Formation issues including the mandatory allocation of the Section 704(c) pre-contribution gain or losses back to the contributing partner/member*Schedule K and K-1 -- separately stated versus non-separately stated income and expense items*Detailed Schedule K-1 reporting including the 20% qualified business income (QBI) deduction and 3.8% net investment income tax*Calculating the tax and Section 704(b) book capital accounts*Substantial economic effect requirement to have special allocations to the partners/members*Allocation of recourse & non-recourse debt on K-1s*Guaranteed payment issues and tax treatment of fringe benefits*Self-employment tax issues and pitfalls*Tax treatment of distributions -- cash versus non-cash & liquidating versus non-liquidating*Sales and liquidations (redemptions) of partnership interests*Section 754 optional basis adjustments and mandatory adjustments | Garverick Pat |
| 5/21/2026 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Allison McLeod's Federal Tax Updates for Business Entities - 8 Hour (Webinar) (26WA-1802)26WA-1802 | *Current business entity tax issues*Any current tax legislation occurring during the period*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues | McLeod Allison M. |
| 5/18/2026 | 8 a.m. - 3:35 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's Introducing Artificial Intelligence to Human Resources Pros (Webinar) (26WA-1789)26WA-1789 | *How to get started with AI*Today's major AI platforms*How to use AI tools*AI risks that we must manage | Stephens Tommy G |
| 5/18/2026 | 10 - 11:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Mastering the Three Pillars of Cybersecurity: Exploring the Technology Pillar (Webinar) (26WA-2568)26WA-2568 | *Technology*Cybersecurity | Melloy Jon |
| 6/15/2026 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Mastering Rapport Skills for Fun and Profit (Webinar) (26WA-2529)26WA-2529 | *How to get people to like you*What leads to people liking each other*Why people judge you, and how to avoid negative judgments*What goes on when we first meet someone*How to put someone at ease*The Elements of Trust*Why we trust someone, and how you can create trust*What leads to a "special bond"*How to repair "broken trust"*How to establish trust in just a few minutes*Mastering Non-Verbal Communication*Why non-verbal communication is so important*How to connect with someone in a non verbal manner*How to create trust and rapport through non verbal means*What to Say to Establish Immediate Rapport*The most effective way to instant intimacy*How to handle your fear of rejection*How to feel immediately confident when talking to anyone*How to get almost anyone to really like you through the use of questions | Robinson Jonathan |
| 6/13/2026 | 9 a.m. - 12:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Everyday Ethics: Ethics is Everywhere, All the Time! (Webinar) (26WA-1946)26WA-1946 | *Be careful of;*Whom you trust, and *What you easily dismiss.*Beware of our internal biases.*What are your biases?*The need to consider situations from multiple perspectives. | Minges Don Karwic Richard A |
| 5/22/2026 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Role of Internal Audit in Enterprise-Wide Risk Management (Webinar) (26WA-1970)26WA-1970 | *Benefits of enterprise risk management*Important objectives, components and principles that underlie the COSO Framework*Identifying events that could cause objectives to not be achieved*Techniques for evaluating both "good" risks (opportunities) and "bad" risks (threats)*The roles and responsibilities of key parties throughout an organization in managing risk | Louis Jennifer F |
| 5/22/2026 | 12 - 3:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Five Ways Your Onboarding Process Fails to Engage and Retain New Hires (Webinar) (26WA-2225)26WA-2225 | *Employee Onboarding*Employee Experience*Employee Engagement*Communication*Leadership | |
| 6/1/2026 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| SAS No. 122, AU 240, Consideration of Fraud in a Financial Statement Audit (Webinar) (26WA-2252)26WA-2252 | *The importance of professional skepticism*The dangers of making assumptions*How to listen and understanding the answer to a question*Why it is important to leave all of your expectations at home*Anticipation and why it's so dangerous*Determining materiality*The fraud triangle*Thinking about, given a set of circumstances, how you would steal*Management and the Tone At the Top | Dycus Dennis F |
| 6/2/2026 | 4 - 7:30 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| It Is Legal, But Is It Really Ethical? (Webinar) (26WA-1910)26WA-1910 | *Is 'legal' the same as 'ethical'?*Why or why not? *The value of using the Code of Professional Conduct properly.*Resolving situations where the two are divergent. | Mims Robert Berry Robert |
| 5/21/2026 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Controllership Series: The Controller's Role in Pro Forma Financial Statements (Webinar) (26WA-2021)26WA-2021 | *Accounting*Finance | Fountain Lynn |
| 5/26/2026 | 8 - 9:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Controller Function: Strategic and Annual Planning (Webinar) (26WA-2833)26WA-2833 | *Accounting*Finance*Auditing | Fountain Lynn |
| 6/24/2026 | 2 - 3:15 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Excelling at Excel: Tips, Tricks and Updates (Webinar) (26WA-2004)26WA-2004 | *Excel version differences and compatibility*Customize Excel so it works the way you work*Learn new shortcuts to work quicker*Learn some of the newer formulas to streamline your spreadsheets*Take on tables & a powerful tool for data analysis | Cooper Tracy |
| 5/26/2026 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Radar Phenomenon (Webinar) (26WA-2268)26WA-2268 | *Internal Controls*Fraud Prevention*Fraud Investigation | |
| 6/3/2026 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Network Forensics (Webinar) (26WA-2395)26WA-2395 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/8/2026 | 8 - 9:15 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Global Internal Audit Standards Domain III: Part 1 (Webinar) (26WA-2257)26WA-2257 | *Internal Audit*GIAS*IPPF*Standards*Accounting*Internal Controls | Fountain Lynn |
| 6/2/2026 | 6 - 8:15 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
| K2's Understanding Your Ransomware Risk (Webinar) (26WA-2013)26WA-2013 | *Trends in ransomware attacks*Best practices for minimizing ransomware risk | Stephens Tommy G |
| 5/26/2026 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Untold LinkedIn Hyper-Growth Story (Webinar) (26WA-2755)26WA-2755 | *Talent*Business Growth*People Strategy*Culture*Communication*Trust Strategy | Cadigan Steve |
| 6/22/2026 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Effective Coaching Strategies for High Performance (Webinar) (26WA-2838)26WA-2838 | *Coaching*Effective Communication*Problem Solving*Use of AI as a coaching tool | Lindell James T |
| 6/24/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Financial Acumen for Today's HR Leader (Webinar) (26WA-3004)26WA-3004 | *Financial Statement Insight*Trend Analysis*Financial Benchmarks | Lindell James T |
| 6/30/2026 | 4 - 5 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Eight Biggest Threats to Your Business and Introducing Three Pillars of Cybersecurity (Webinar) (26WA-1774)26WA-1774 | *Technology*Cybersecurity | Melloy Jon |
| 5/18/2026 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Creating Terrific Equity Compensation Plans: Beware of the Pitfalls (Webinar) (26WA-2574)26WA-2574 | *Why most equity compensation plans fail?*Complexity of GAAP accounting for equity compensation plans*Tax implications of equity compensation plans*Who and how an equity compensation plan shouldbe administered?*Compliance issues to consider*Recommendations to design a better equity compensation plan | Minges Don |
| 6/15/2026 | 1 - 2:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics, Part 2 -- Cryptology (Webinar) (26WA-2306)26WA-2306 | *Forensic Accounting*Accounting*Finance*Auditing | Fountain Lynn |
| 6/4/2026 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Leading Up: The Superpower Every Ascending Leader Needs (Webinar) (26WA-2807)26WA-2807 | *The consequences of upward leadership failure.*Building credibility with your boss, Serving multiple bosses.*Making the business case for your ideas. | Lokhorst Jonathan R |
| 6/23/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| K2's CRM: The Ultimate Business Automation Tool (Webinar) (26WA-2144)26WA-2144 | *Overview of CRM functionalities tailored to accounting, including customizations and integrations*Integrated tools that leverage CRM data for automating tasks and improving efficiency*Strategies for successfully adopting a CRM platform and solutions to overcome common challenges | Stephens Tommy G |
| 5/28/2026 | 4 - 6 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Better Forecasts: Be a Better Predictor (Webinar) (26WA-2347)26WA-2347 | *Why an open mind and the ability to doubt helps make great predictions*Why it is better to be a fox than a hedgehog*How non-conformists change the world*How to focus on what matters*How to learn from the past without hindsight bias | Levy John F |
| 6/5/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| A Practical Guide to Trusts (Webinar) (26WA-1900)26WA-1900 | *Trustee responsibilities and trust administration*Strategies for probate avoidance and efficient asset distribution*Tax treatment of revocable living trusts*Marital deductions and bypass trusts*Uses of irrevocable trusts in estate planning*Benefits of irrevocable life insurance trusts*Multi-generational wealth planning with dynasty trusts*Overview of estate planning tools: GRIT, GRAT, GRUT, and QPRT | Werner Arthur J |
| 5/20/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Communicating in a Virtual and Live Environment: Numbers Matter, but So Do Words (Webinar) (26WA-2318)26WA-2318 | *Tackling the emotions of presenting*Use of visuals in presentations*Telling stories*Who is your audience and why is it crucial?*Defining presentations in a virtual and live world dynamic*Discuss the overarching themes of effective presentations*Building out a presentation with a roadmap order*Discuss the types of presentations, including the good and the bad*Tips on the right considerations in being effective in virtual presentations | Mims Robert |
| 6/4/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethics Hour: Ethics is the Engine to Better Leadership -- Taking Action (Webinar) (26WA-2000)26WA-2000 | *How are ethics, trust and leadership interrelated*Why do we only follow ethical leaders*Why do our actions and behaviors matter*The value of ethical leaders*The need to communicate is crucial to gain trust | Mims Robert Minges Don |
| 5/26/2026 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| There is No Such Thing as Business Ethics (Webinar) (26WA-2662)26WA-2662 | *Should ethical behavior be something that we always do?*Is ethical behavior situational? *Why being ethical will help you succeed personally and professionally. *Consequences of not behaving ethically?*Why trust matters?*How we can make better ethical decisions in our professional lives. | Levy John F Minges Don |
| 6/18/2026 | 9 - 9:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| HR Investigations Episode 2: Interview Techniques (Webinar) (26WA-2090)26WA-2090 | *Interview terminology*Types of questions*Levels of listening*Verbal and nonverbal communications*Documenting results | |
| 5/28/2026 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Revenue Recognition Topic 606: Identify the Contract, Part 1 (Webinar) (26WA-2292)26WA-2292 | *Revenue Recognition | Fountain Lynn |
| 6/4/2026 | 2 - 3:15 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Communicate Financial Concepts to Non-Accountants (Webinar) (26WA-2311)26WA-2311 | *The math literacy barrier*The financial literacy barrier*What to say and how to say it*Communicating ideas graphically | Daly John L |
| 6/4/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Aligning Analytics to COSO's Fraud Risk Management Principles (Webinar) (26WA-2060)26WA-2060 | *COSO Fraud Risk Management Guide*Aligning data analytics considerations to an effective fraud risk management program*How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program | Walden Vincent |
| 5/27/2026 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Crypto, Blockchain and Taxes (Webinar) (26WA-2341)26WA-2341 | *Understanding Blockchain and Cryptocurrency*Major Features, Benefits and Risks of Blockchain and Cryptocurrency*Tax Strategies for Cryptocurrency Transactions and Compliance*Implementing Blockchain in Business Accounting Systems*Navigating Estate Planning with Digital Assets | Yoss Stephen M Werner Arthur J |
| 6/5/2026 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Are Those Independent Contractors Really Independent Contractors? (Webinar) (26WA-2248)26WA-2248 | *Classification of workers as employees or independent contractors | Ackels Alana K. |
| 6/2/2026 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Controllership Series: The Future Role of the Controller, Part 2 (Webinar) (26WA-2602)26WA-2602 | *Accounting and Finance | Fountain Lynn |
| 6/16/2026 | 8 - 9:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| K2's Accountant's Guide To QuickBooks Online (Webinar) (26WA-2132)26WA-2132 | *Understanding your QBO subscription and licensing options*Recording routine and non-routine transactions in QBO*Importing and exporting data to/from QBO*Creating effective reports*Describing the process for integrating third-party applications with QBO*Troubleshooting issues with QBO reports and data | Stephens Tommy G |
| 5/28/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| Businesses Receiving Government Assistance (Webinar) (26WA-2286)26WA-2286 | *What is Yellow Book?*What is different because of Yellow Book?*When might Yellow Book apply to a business?*Common application of concepts to businesses*Answers to common questions | Louis Jennifer F |
| 6/3/2026 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| What Is Your Brand Reputation? (Webinar) (26WA-2204)26WA-2204 | *Presence | |
| 6/1/2026 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Creating a Culture of Trust (Webinar) (26WA-1867)26WA-1867 | *Culture*Trust | |
| 5/20/2026 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Best-in-Class Recruiting Strategies (Webinar) (26WA-2854)26WA-2854 | *Recruiting & Retention*Talent Management*Employee Engagement | |
| 6/25/2026 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics, Part 3 -- Steganography (Webinar) (26WA-2310)26WA-2310 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/4/2026 | 12 - 1:30 p.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
| Enact Retaliation Abatement and Monitoring Measures (Webinar) (26WA-2216)26WA-2216 | *Retaliation prevention*Retaliation monitoring*Speak up culture*Ethical culture | |
| 6/1/2026 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Leading and Managing the Accounting Department (Webinar) (26WA-2556)26WA-2556 | *Accounting*Leadership*Management | Lindell James T |
| 6/13/2026 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Controllership Series: The Future Role of the Controller, Part 1 (Webinar) (26WA-2925)26WA-2925 | *Accounting and Finance | Fountain Lynn |
| 6/27/2026 | 8 - 9:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| The Value of Conflict (Webinar) (26WA-2526)26WA-2526 | *Conflict resolution | |
| 6/13/2026 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Independence for Auditors: AICPA, PCAOB, GAO and DOL (Webinar) (26WA-2729)26WA-2729 | *Auditing*Yellowbook*AICPA, GAO, DOL and PCAOB | Galasso Melisa |
| 6/20/2026 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Third Party Verification (Comfort) Requests: What Are Options for Responding and How to Determine Which Professional Standards to Apply (Webinar) (26WA-2463)26WA-2463 | *Common third party verification requests*Differentiating the allowable options for responding to requests for comfort, including SSARS, SAS and SSAE engagements*Critical elements of professional standards that may apply to nonattest and attest services performed*Establishing an understanding with the client regarding the nature and scope of services | Louis Jennifer F |
| 6/10/2026 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Big Picture Mega-Trends, Big Data and the World We Now Face (Webinar) (26WA-1775)26WA-1775 | *On-going world economic trends*Demographic changes and their impact on the economy*Global technology influences*Post Covid workplace*Big data understanding and where is it going*Learn to adapt to changing situations | Mims Robert |
| 5/18/2026 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Estate Planning for Today and Beyond (Webinar) (26WA-1964)26WA-1964 | *Analysis of upcoming trends and anticipated shifts in estate planning practices*Review of legislative updates affecting estate planning strategies*Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency*Integration of digital assets and technology into estate planning frameworks*Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional*relationships | Werner Arthur J |
| 5/22/2026 | 11 a.m. - 6:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's Small Business Internal Controls, Security, and Fraud Prevention and Detection (Webinar) (26WA-2007)26WA-2007 | *Common challenges associated with implementing appropriate internal controls in small business environments*Fraud in small business environments*Internal control options in small business accounting software*Understanding the need for application controls and general controls | Stephens Tommy G |
| 5/26/2026 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Original SECURE Act and SECURE Act 2.0 Retirement Planning Strategies (Webinar) (26WA-2894)26WA-2894 | *Mandatory Automatic Enrollment*Credit For Small Employer Pension Plan Startup Costs*Enhancement Of The Saver's Credit*Increase In Starting Age For RMDs*Indexing IRA Catch-Up*Higher Catch-Up Limit Age 61, 62, 63, And 64*Student Loan Payments As Elective Deferrals For Matching Contributions*Start Up Credit Costs For Employers Joining An Existing Plan*Financial Incentives For Contributing To a Plan*Withdrawals For Certain Emergency Expenses*SIMPLE Plan changes*Starter 401(K) Plans*Sec 529 Plan To Roth Rollovers*Emergency Savings Accounts*Enhancement of 403(B) Plans*Qualified Charitable Distributions to Split Interest Entity*Retirement Savings Lost and Found | Werner Arthur J |
| 6/26/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's Introducing Artificial Intelligence to Human Resources Pros (Webinar) (26WA-2077)26WA-2077 | *How to get started with AI*Today's major AI platforms*How to use AI tools*AI risks that we must manage | Stephens Tommy G |
| 5/27/2026 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Value of Conflict (Webinar) (26WA-2877)26WA-2877 | *Conflict resolution | |
| 6/26/2026 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Cost and Pricing Models: Boost Your Bottom Line (Webinar) (26WA-1888)26WA-1888 | *Cost Accounting*Activity-based Costing | Daly John L |
| 5/20/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: Overhead, Direct and Indirect Costs and Allocation Methods (Webinar) (26WA-2017)26WA-2017 | *Accounting*Finance*Procurement*Operations | Fountain Lynn |
| 5/26/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Thrive Amidst the Chaos: Three Steps to Increase Your Energy and Learn to Dance in the Rain (Webinar) (26WA-2423)26WA-2423 | *Health and Wellness*Burnout*Stress Management*Employee Engagement | |
| 6/9/2026 | 11 a.m. - 12 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Allison McLeod's Federal Tax Updates for Individuals - 8 Hour (Webinar) (26WA-1803)26WA-1803 | *Current tax issues affecting individual taxpayers*Review of recent tax legislation*Other issues affecting the profession, including IRS procedure, current cases, and other federal tax issues | McLeod Allison M. |
| 5/18/2026 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Complete Guide to the Preparation of Form 1041 (Webinar) (26WA-1987)26WA-1987 | *Step-by-step Form 1041 preparation*Key issues in decedent's estates and trusts*Understanding Subchapter J and its impact on taxation*Compliance strategies for fiduciary entities*Tax treatment of DNI and IRD*Case studies illustrating real-world application*Legislative updates affecting estate and trust taxation | Werner Arthur J |
| 5/23/2026 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Public Speaking Secrets That Wow Audiences (Webinar) (26WA-1770)26WA-1770 | *Overcoming the Common Obstacles to Public Speaking*Fear of rejection/ failure and how to overcome*From Unconscious Incompetence to Unconscious Competence*Toastmasters and practicing by video*Act "As If,"*Do One Breath Technique to be more relaxed*Creating the Content of the Talk*What are the concerns of your audience?*Talks consist of a title, an introduction, an opening, a body of content, a conclusion and a closing*How to Deliver a Talk Effectively*The clothes you wear and how you look matter*Charisma = energy*Smile and act enthusiastic*Use self deprecating humor*Making the Talk Entertaining*Vary the speed of your delivery*The Power of stories*Memorization and Practice*Key word system and note cards*Practice thru video or get feedback through others*Creating Stories that Rock | Robinson Jonathan |
| 5/18/2026 | 3 - 6:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| ACPEN Signature 2026: S Corporations Update (Webinar) (26WA-2989)26WA-2989 | *Making the S election.*Per share per day accounting rules.*Revenue procedures for curing various errors that can adversely affect S status.*Regulatory safe harbors for routine commercial agreements.*Employment tax issues. | Davis C. Clinton |
| 6/30/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New PCAOB Quality Control Standard Overview (Webinar) (26WA-2546)26WA-2546 | *Background of the new PCAOB Quality Control Standard*Overview of the elements of a quality control system*Examples of quality risks and potential responses*Highligts of what is different between the AICPA Quality Management Standard | Louis Jennifer F |
| 6/13/2026 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ProActive Response Group De-Escalation Training (Webinar) (26WA-2723)26WA-2723 | *Definition of De-Escalation*Recognizing Anger*Situational Awareness*LOWLINE Technique*MR EBS Technique*Posturing*Controlling the Environment | Ayers Chad Sexton Andy |
| 6/20/2026 | 1 - 1:55 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The New Quality Management Standards: What Everyone Needs to Know (Webinar) (26WA-2312)26WA-2312 | *Overview of the new quality management standards*Focus on the most important elements of a quality management system*Implementation tips that everyone in the firm should know*Audit and attest standards impacted | Louis Jennifer F |
| 6/4/2026 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New PCAOB Quality Control Standard Overview (Webinar) (26WA-2801)26WA-2801 | *Background of the new PCAOB Quality Control Standard*Overview of the elements of a quality control system*Examples of quality risks and potential responses*Highligts of what is different between the AICPA Quality Management Standard | Louis Jennifer F |
| 6/23/2026 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Revenue Recognition: Topic 606 Disclosures (Webinar) (26WA-1884)26WA-1884 | *Revenue Recognition*Accounting | Fountain Lynn |
| 5/20/2026 | 4 - 5:15 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Why Auditors Fail To Detect Fraud (Webinar) (26WA-2697)26WA-2697 | *Reasons auditors fail to detect fraud*Willful Ignorance*SAS No. 82*Additional documentation*How and who to talk to*Determining the Tone At the Top*How to Determining Intent*If you expect it, you will see it | Dycus Dennis F |
| 6/19/2026 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The CFO Series: Artificial Intelligence -- A Practical Guide for Financial Leaders and CFOs (Webinar) (26WA-2591)26WA-2591 | *AI Evolution: How has AI evolved and where does it stand today*Generative AI: What exactly is & generative AI; and how is it different*AI Limitations: What AI can't, shouldn't or won't do*AI Applications: How can I practically use AI right now*AI Ethics: What are the ethical implications of incorporating AI in my work | Cooper Tracy |
| 6/16/2026 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Head and Heart of Ethics (Webinar) (26WA-2750)26WA-2750 | *The difficult trade-offs in making choices.*Functioning in the 'gray' areas.*The value of trust.*How lack of accountability can lead to ethical issues. | Minges Don Mims Robert |
| 6/22/2026 | 4 - 5:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Controllership Series: The Controller's Role in Financial Forecasting (Webinar) (26WA-1924)26WA-1924 | *Accounting*Finance | Fountain Lynn |
| 5/21/2026 | 10 - 11:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| What Does Fraud Look Like? (Webinar) (26WA-2158)26WA-2158 | *Why auditors fail to detect fraud*Usual vs an unusual transaction*Why fraud and stupid often look exactly the same*The importance of establishing the Perception of Detection*The number one reason fraud occurs*Looking for things that should be there*Looking for things that should not be there | Dycus Dennis F |
| 5/29/2026 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Individual Federal Tax Update: Navigating the Current Tax Landscape (Webinar) (26WA-2081)26WA-2081 | *Form 1040: Precise Tax Submissions*Recent Tax Code Changes: Updated Filings*IRC Sections Analysis: Understanding Tax Regulations*Updates in Income Taxation: Compliance Assurance*New Credits and Deductions: Maximizing Benefits*Complex Income Issues: Tailored Strategies*Itemized Deductions: Informed Client Benefits*Health Considerations: Maximizing Financial Benefits*Regulatory Shifts: Implications on Tax Strategies*Tax Planning Strategies: Client Financial Success | Werner Arthur J |
| 5/27/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Drive Results With Metrics (Webinar) (26WA-2474)26WA-2474 | *Performance Metrics*Budgets | Daly John L |
| 6/11/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics in Communicating and Reporting (Webinar) (26WA-1873)26WA-1873 | *Fundamentals of ethical communication*4 must-have communication skills*How to improve your ethical communication skills*Problems related to unethical behavior in reporting & communication | Mims Jane |
| 5/20/2026 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| HR's Role in Business Evolution: Strategy, Finance and Growth (Webinar) (26WA-2907)26WA-2907 | *Corporate Culture*Strategic Planning*Leadership*Staff Development*Use of Generative AI | Lindell James T |
| 6/26/2026 | 1 - 2 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Successful Family Business (Webinar) (26WA-1815)26WA-1815 | *Business Management*Organization | Lindell James T |
| 5/18/2026 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Cost and Pricing Models: Boost Your Bottom Line (Webinar) (26WA-2957)26WA-2957 | *Cost Accounting*Activity-based Costing | Daly John L |
| 6/29/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Global Internal Audit Standards Domain IV: Part 1 (Webinar) (26WA-2427)26WA-2427 | *Internal Audit*GIAS*Standards*Institute of Internal Auditors*Accounting*Auditing | Fountain Lynn |
| 6/9/2026 | 6 - 8:05 p.m. | Online | 2.4 CPE (2.4 tech, 0 non-tech) | |
| Ethics, Tax Practice and the Cannabis Industry (Webinar) (26WA-1898)26WA-1898 | *Ethical challenges in the cannabis industry*Circular 230 and its application*Federal case law and cannabis-related tax disputes*Preparer due diligence in cannabis tax scenarios*State vs. federal legal conflicts in tax reporting*IRS Office of Professional Responsibility guidance*Board of Accountancy standards and enforcement*Risk management for cannabis-related tax clients | Hourani Mary Jane |
| 5/20/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Planning in an Uncertain World (Webinar) (26WA-2376)26WA-2376 | *Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed*How to separate correlation from causation*How to recognize and overcome bias*Who is Thomas Bayes and why he matters | Levy John F |
| 6/6/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Global Internal Audit Standards Domain II: Part 2 (Webinar) (26WA-2701)26WA-2701 | *Internal Audit*Standards*GIAS*Accounting*Internal Controls | Fountain Lynn |
| 6/19/2026 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Listen to Lead: The HR Champion's Guide to Building an Employee Listening Strategy (Webinar) (26WA-2120)26WA-2120 | *Employee Listening*Communication*Employee Experience*Employee Engagement | |
| 5/28/2026 | 2 - 3:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's Excel Best Practices (Webinar) (26WA-1783)26WA-1783 | *Best practices associated with creating Excel workbooks, including managing workbooks*How to secure Excel workbooks*Collaboration options and best practices in Excel*Effective reporting techniques in Excel | Stephens Tommy G |
| 5/18/2026 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| K2's AI: Better Prompts, Better Results (Webinar) (26WA-2176)26WA-2176 | *Components of effective AI prompts*The pros and cons of a single large prompt versus multiple small prompts*Using prompts to format AI-generated output | Stephens Tommy G |
| 5/29/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| K2's Case Studies in Fraud and Technology Controls - 4 Hours (Webinar) (26WA-2096)26WA-2096 | *Key fraud risks impacting businesses today*Examples of fraud and the monetary impact on victims*How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim | Stephens Tommy G |
| 5/28/2026 | 1:30 - 5:10 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Defending Your Workplace Culture: Tackling the Four Biggest Threats to Your Team Engagement and Cohesion (Webinar) (26WA-2222)26WA-2222 | *Workplace Culture*Team Culture*Employee Engagement*Employee Experience*Communication*Leadership | |
| 6/1/2026 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Design Flexible Work Options to Attract and Retain Your Workforce (Webinar) (26WA-2418)26WA-2418 | *Flexible Work Options*Employee Engagement*Talent Management Strategy | |
| 6/9/2026 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Governmental Accounting 101 (Webinar) (26WA-2946)26WA-2946 | *Fund Types*Budgetary Accounting*Financial Reporting Requirements*Single Audit Act*Audit Standards and Procedures*Best Practices in Governmental Accounting | Crawford Frank W Pembrook Chris |
| 6/29/2026 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Making Culture a Competitive Advantage (Webinar) (26WA-2819)26WA-2819 | *Talent Strategy*Culture*Employee Engagement*Employee Retention*Leadership*Leadership Strategy | Cadigan Steve |
| 6/24/2026 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Communicating in a Virtual and Live Environment: Numbers Matter, but So Do Words (Webinar) (26WA-2034)26WA-2034 | *Tackling the emotions of presenting*Use of visuals in presentations*Telling stories*Who is your audience and why is it crucial?*Defining presentations in a virtual and live world dynamic*Discuss the overarching themes of effective presentations*Building out a presentation with a roadmap order*Discuss the types of presentations, including the good and the bad*Tips on the right considerations in being effective in virtual presentations | Mims Robert |
| 5/26/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| GASB 96 -- SBITA, GASB 94 -- P3, and GASB 87 -- Leases (Year 2) (Webinar) (26WA-2945)26WA-2945 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 | Pembrook Chris Crawford Frank W |
| 6/29/2026 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Role of Internal Audit in SOX Compliance (Webinar) (26WA-2930)26WA-2930 | *Designing work plans for compliance testing*Best practices for managing projects for effectiveness and efficiency*Ensuring quality Information Produced/Provider by the Entity (IPE) | Louis Jennifer F |
| 6/27/2026 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| A New Productivity for the New World: Goal Achievement for the 21st Century -- A Whole Brain Approach (Webinar) (26WA-1978)26WA-1978 | *Mindfulness*Creative Thinking*Productivity*Performance*Neuroscience*Leadership | |
| 5/23/2026 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Global Internal Audit Standards: Overview and Contrast to 2017 International Professional Practices Framework (Webinar) (26WA-2956)26WA-2956 | *Accounting*Internal Controls*Internal Audit Standards | Fountain Lynn |
| 6/29/2026 | 11 a.m. - 12:30 p.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
| Not-for-Profit Accounting and Financial Reporting Explained (Webinar) (26WA-2399)26WA-2399 | *Discussion of financial reporting risks increased by the current economic environment, including increased uncertainty related to critical financial statement amounts and significant disclosures*Executive summary of recent Accounting Standards Updates*Overview of fair value disclosure requirements and implementation issues*Discussion of issues related to donor-restricted endowment funds*Classification of net assets and reclassifications*Endowments, including accounting, disclosures and UPMIFA*Noncascontributions*Contributions received and receivable*Expense recognition issues*Reporting expenses by function and nature*Other relevant matters unique to the nonprofit environment | Louis Jennifer F |
| 6/8/2026 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Multiply Your Time: Tame Your To-Do List and Fight Distractions So You Can Get The Right Things Done (Webinar) (26WA-2449)26WA-2449 | *Personal Productivity*Optimizing Performance*Reducing Stress*Managing Time*Improving Results*Personal Development*Self Leadership*Self Awareness | |
| 6/10/2026 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Controller's Role in Data Analytics and Big Data (Webinar) (26WA-2278)26WA-2278 | *Accounting*Finance*Financial Statements | Fountain Lynn |
| 6/3/2026 | 2 - 3:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Common Yellow Book and Single Audit Deficiencies (Webinar) (26WA-2727)26WA-2727 | *Auditing*Yellowbook*COVID-related funds | Galasso Melisa |
| 6/20/2026 | 12 - 3:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 1065: Understanding Partnerships Tax Returns (Webinar) (26WA-2896)26WA-2896 | *Partnership taxation*Different types of partnerships*Tax obligations of partners*Role of the partnership agreement in tax reporting*Filing deadlines of Form 1065 | Werner Arthur J |
| 6/26/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Hardest Ethical Dilemma: Why Revenge Will Always Backfire (Webinar) (26WA-2240)26WA-2240 | *The quest for fairness*Human nature*Our natural reaction*Selfishness*Conflicts of interest*Equity*Justice*How is the Golden Rule misused?*The allure of revenge and how it destroys?*Understanding rationalizations*How the "Integrity and Objectivity Rule" will lead to better decisions? | Mims Robert Minges Don |
| 6/2/2026 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Power of a Good Story! (Webinar) (26WA-2445)26WA-2445 | *The 3 elements of storytelling *3 real world examples*10 thoughts for the road | O'Brien William |
| 6/10/2026 | 9 a.m. - 12:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Document Review and Handwriting Analysis (Webinar) (26WA-1838)26WA-1838 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 5/19/2026 | 2 - 3:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Supercharging Your Spreadsheet Collaboration (Webinar) (26WA-1833)26WA-1833 | *Collaboration methods using Microsoft Office and Microsoft 365*Ways to track changes to sheets and compare different versions of a file*Tools for sharing and responding to comments among a team from within a file | Tankersley Brian F |
| 5/19/2026 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Tax Procedure (Webinar) (26WA-2263)26WA-2263 | *Filing a tax return*IRS audit*RS Appeals*Collections and litigation at courts of original jurisdiction | McLeod Allison M. |
| 6/2/2026 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How to Make Difficult People Disappear...Without Going to Jail (Webinar) (26WA-2672)26WA-2672 | *Team dynamics*Influence*Organizational behavior*Leadership | |
| 6/18/2026 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| What's Going on at the GASB (Webinar) (26WA-1988)26WA-1988 | *Leases*SBITAs*Public Private Partnerships*Revenue & Expense Recognition*Financial Reporting Model | Galasso Melisa |
| 5/23/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| From Numbers to Narrative: Effectively Presenting Your Budget and Reporting (Webinar) (26WA-2106)26WA-2106 | *Identifying the 'Big Picture' and your role in effective communication*Communicating so others can understand us*Understanding a presentation's anatomy?*Tips and tricks for budget presentations | Mims Robert |
| 5/28/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Digital Forensics (Webinar) (26WA-2703)26WA-2703 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/19/2026 | 4 - 5:35 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| HR Investigations Episode 2: Interview Techniques (Webinar) (26WA-2811)26WA-2811 | *Interview terminology*Types of questions*Levels of listening*Verbal and nonverbal communications*Documenting results | |
| 6/24/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| K2's Ten Must Know Features in Excel (Webinar) (26WA-2155)26WA-2155 | *How to securely and efficiently collaborate with others*Using Excel for optimization scenarios*Creating "audit trails" in Excel*Define "dynamic arrays" and list examples of their benefits | Stephens Tommy G |
| 5/29/2026 | 9:30 - 11:20 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Global Internal Audit Standards Domain IV: Part 2 (Webinar) (26WA-2164)26WA-2164 | *Internal audit*Standards*GIAS*Accounting*Auditing | Fountain Lynn |
| 5/29/2026 | 8 - 9:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| HR's Role in Business Evolution: Strategy, Finance and Growth (Webinar) (26WA-2405)26WA-2405 | *Corporate Culture*Strategic Planning*Leadership*Staff Development*Use of Generative AI | Lindell James T |
| 6/8/2026 | 2 - 3 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Controllership Series: The Treasury Function, Part 1 -- Cash and Investing (Webinar) (26WA-1796)26WA-1796 | *Accounting*Finance*Cash Investments | Fountain Lynn |
| 5/18/2026 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Yellow Book: From Beginning to End (Webinar) (26WA-2446)26WA-2446 | *Introduction*Foundation and principles*General requirements for complying with Government Auditing Standards*Ethics, independence and professional judgment*Competence and continuing professional education*Quality control and peer review*Standards for financial audits*Standards for attestation engagements and reviews of financial statements | Inzina J. Michael |
| 6/10/2026 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Before You Let Them Go: A Whole Brain Approach to Helping Team Members with ADHD Thrive in Your Organization (Webinar) (26WA-2448)26WA-2448 | *Creative Thinking*Productivity*Neurodiversity*Inclusion*Employee Retention | |
| 6/10/2026 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| What Does Fraud Look Like? (Webinar) (26WA-2980)26WA-2980 | *Why auditors fail to detect fraud*Usual vs an unusual transaction*Why fraud and stupid often look exactly the same*The importance of establishing the Perception of Detection*The number one reason fraud occurs*Looking for things that should be there*Looking for things that should not be there | Dycus Dennis F |
| 6/30/2026 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 10 Keys to Outstanding Service and More Referrals (Webinar) (26WA-2406)26WA-2406 | *Communicate more powerfully with clients and other CPAs by understanding human behavior*How to judge if your communication is effective in motivating someone*How to get someone to really hear you and how to really hear what someone else is "not saying."*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you -- inside and outside the firm*The 3 most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*Secret techniques that super-successful communicators use*How to persuade people without them knowing they are being persuaded*How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their magical abilities.*The three most important keys all successful communicators use*How outstanding service can lead to more promotions and/or client development*The art of getting more referrals and turning referrals into clients*Why great service is better for your business in the long run*How to know what's most important to your client or boss--so you can focus on that | Robinson Jonathan |
| 6/9/2026 | 2 - 5:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Common Sense CFO: Balance Sheet Issues Walk through to Understand and Build Value (Webinar) (26WA-1973)26WA-1973 | *Typical accounting issues that impact the balance sheet*Where are the hidden issues in unrecorded liabilities?*What are unrecorded assets and why they matter?*Identification of and resolution of balance sheet challenges and changes*Communicating to your audience and stakeholders | Mims Robert |
| 5/22/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Revenue Recognition: Recognize Revenue (Webinar) (26WA-2076)26WA-2076 | *Revenue Recognition*Accounting | Fountain Lynn |
| 5/27/2026 | 8 - 9:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Five Ways Your Onboarding Process Fails to Engage and Retain New Hires (Webinar) (26WA-2865)26WA-2865 | *Employee Onboarding*Employee Experience*Employee Engagement*Communication*Leadership | |
| 6/25/2026 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Value of Conflict (Webinar) (26WA-2058)26WA-2058 | *Conflict resolution | |
| 5/27/2026 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Document Review and Handwriting Analysis (Webinar) (26WA-2394)26WA-2394 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/8/2026 | 4 - 5:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Automation: Beyond the Basics With the Microsoft Power Platform (Webinar) (26WA-2036)26WA-2036 | *Explanation and demonstration of the use of a wide range of automation tools with a focus on low-code/no-code*Practical examples of real-world applications for Power Platform tools - such as Power Apps and Power Automate, as well as integration into Microsoft Fabric and other solutions*Challenges and risks of automating business processes | Stephens Tommy G |
| 5/26/2026 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Auditing for Fraud (Webinar) (26WA-2733)26WA-2733 | *Auditing*Fraud | Dycus Dennis F |
| 6/20/2026 | 3 - 5:15 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Understanding Your Ransomware Risk (Webinar) (26WA-2110)26WA-2110 | *Trends in ransomware attacks*Best practices for minimizing ransomware risk | Stephens Tommy G |
| 5/28/2026 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Preparing and Reviewing Workpapers for Higher Quality Audits (Webinar) (26WA-2610)26WA-2610 | *The primary purpose of workpaper documentation, and minimum documentation requirements for workpaper preparers*Best practices for documenting complex and subjective procedures and conclusions, such as estimates, substantive analytic procedures, etc. that impact the nature and extent of audit documentation needed to support audit conclusions*Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit*Tips for an efficient workpaper review process that complies with relevant standards | Louis Jennifer F |
| 6/16/2026 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Forensic Data Analytics Supercourse for Fraud Prevention and Detection (Webinar) (26WA-1871)26WA-1871 | *Forensic data analytics*Fraud prevention and detection*Data validation and methodologies*COSO's Fraud Risk Management Guide principles*Innovations in anti-fraud technology | Walden Vincent |
| 5/20/2026 | 11 a.m. - 6:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Like-Kind Exchanges (Webinar) (26WA-1927)26WA-1927 | *Like-kind exchanges (LKE)*Qualified third party intermediaries (QI) | McLeod Allison M. |
| 5/21/2026 | 12 - 2 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| Cryptocurrency Transactions: Navigating Federal Tax Rules (Webinar) (26WA-1851)26WA-1851 | *Review existing reporting rules*Broker reporting requirements and Form 1099-DA*Reporting crypto transactions*Basis Safe Harbor*Illustrative example | Dilley Steven C |
| 5/19/2026 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Strategies for Guiding Clients Through Challenging Situations: Tax Insights (Webinar) (26WA-2645)26WA-2645 | *Navigating the tax and non-tax dimensions of divorce.*Unveiling tax and non-tax considerations in personal bankruptcy, debt cancellation, foreclosure, repossession, and bad debt reporting.*Exploring the tax and non-tax aspects of personal relationship matters, encompassing cohabitation, property rights, premarital agreements, filing status, exemptions, and dependents.*Grasping the intricacies of support considerations for spouses and former spouses.*Addressing support matters for children of divorced or separated parents, alongside the tax treatment of back child support.*Delving into the business implications in instances of business dissolution.*Tackling specialized topics, including marital property rules, tax rate comparisons for married and unmarried individuals, head of household status, and treatment of refunds and deficiencies. | Werner Arthur J |
| 6/17/2026 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Controller Function: Inventory, Part 1 (Webinar) (26WA-2255)26WA-2255 | *Accounting*Finance*Operations | Fountain Lynn |
| 6/2/2026 | 8 - 9:40 a.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| Ethical Leadership: Power, Influence, Integrity and Trust (Webinar) (26WA-2063)26WA-2063 | *The difference between personal power and positional power*How proper use of power can be used to influence an ethical culture*Leadership requires trust*Knowing why trust cannot exist without credibility*Understanding why ethics and trust require one another*Appreciating the competitive benefits of commitment to ethical leadership | Karwic Richard A |
| 5/27/2026 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Managing Your Money in Retirement (Webinar) (26WA-1860)26WA-1860 | *Social Security*Retirement*Asset allocation*Fraud | Daly John L |
| 5/20/2026 | 10 a.m. - 1 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (26WA-2944)26WA-2944 | *Financial Statement Preparation*Common Mistakes made in Preparing Financial Statements*GASB Financial Statement Preparation Standards | Crawford Frank W Pembrook Chris |
| 6/29/2026 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Awesome Business Lessons from the Past: Learn from the Best! (Webinar) (26WA-1824)26WA-1824 | *The six methods to get others to like you*How to learn what others want*What are twelve ways to win others to your way of thinking?*How to destroy your enemies*What are the fundamental principles of Henry Ford's success?*Focus on technology, training and 'Scientific Method'*Value of training and education*The need for fun*What are the thirteen steps necessary to plan for success?*All plans must adjust to changing realities*What are the traps to avoid?*How to use these principles to move your organization forward | Minges Don |
| 5/19/2026 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Cryptocurrency Transactions: Navigating Federal Tax Rules (Webinar) (26WA-2141)26WA-2141 | *Review existing reporting rules*Broker reporting requirements and Form 1099-DA*Reporting crypto transactions*Basis Safe Harbor*Illustrative example | Dilley Steven C |
| 5/28/2026 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Ethics for CPAs: The Practical and the Possible (Webinar) (26WA-2095)26WA-2095 | *The AICPA Code of Professional Conduct and its interpretations*New developments in regulation at the national and state level*Best practices, case studies, and disciplinary actions | |
| 5/28/2026 | 11:30 a.m. - 1:20 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Revenue Recognition Topic 606: Identify Performance Obligations, Part 1 (Webinar) (26WA-1787)26WA-1787 | *Revenue Recognition*Accounting | Fountain Lynn |
| 5/18/2026 | 8 - 9:10 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Strategies for Guiding Clients Through Challenging Situations: Tax Insights (Webinar) (26WA-1894)26WA-1894 | *Navigating the tax and non-tax dimensions of divorce.*Unveiling tax and non-tax considerations in personal bankruptcy, debt cancellation, foreclosure, repossession, and bad debt reporting.*Exploring the tax and non-tax aspects of personal relationship matters, encompassing cohabitation, property rights, premarital agreements, filing status, exemptions, and dependents.*Grasping the intricacies of support considerations for spouses and former spouses.*Addressing support matters for children of divorced or separated parents, alongside the tax treatment of back child support.*Delving into the business implications in instances of business dissolution.*Tackling specialized topics, including marital property rules, tax rate comparisons for married and unmarried individuals, head of household status, and treatment of refunds and deficiencies. | Werner Arthur J |
| 5/20/2026 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Leading Up: The Superpower Every Ascending Leader Needs (Webinar) (26WA-2999)26WA-2999 | *The consequences of upward leadership failure.*Building credibility with your boss, Serving multiple bosses.*Making the business case for your ideas. | Lokhorst Jonathan R |
| 6/30/2026 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Accounting for Leases (Webinar) (26WA-2258)26WA-2258 | *Accounting*Finance*Financial Statement Preparation | Fountain Lynn |
| 6/2/2026 | 12 - 2:25 p.m. | Online | 2.6 CPE (2.6 tech, 0 non-tech) | |
| Hiring Remotely: Using Personality Assessments for Better Hiring Decisions (Webinar) (26WA-2317)26WA-2317 | *Remote Hiring Best Practices*Personality Assessments in Hiring*Effective Integration of Personality Assessments*Minimizing Bias and Ensuring Cultural Fit | |
| 6/4/2026 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's Office Scripts: The New Macros (Webinar) (26WA-1913)26WA-1913 | *Introduction to Office Scripts*Recording your first script*Integration with Power Automate | Stephens Tommy G |
| 5/21/2026 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Mental Illness and Depression: Understanding and Supporting Employees Under the ADA (Webinar) (26WA-2382)26WA-2382 | *Mental illness and depression*Americans with Disabilities Act (ADA) | |
| 6/8/2026 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| It Is Legal, But Is It Really Ethical? (Webinar) (26WA-2752)26WA-2752 | *Is 'legal' the same as 'ethical'?*Why or why not? *The value of using the Code of Professional Conduct properly.*Resolving situations where the two are divergent. | Berry Robert Mims Robert |
| 6/22/2026 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Design Flexible Work Options to Attract and Retain Your Workforce (Webinar) (26WA-2855)26WA-2855 | *Flexible Work Options*Employee Engagement*Talent Management Strategy | |
| 6/25/2026 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Leading and Managing the Accounting Department (Webinar) (26WA-1991)26WA-1991 | *Accounting*Leadership*Management | Lindell James T |
| 5/23/2026 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Budget Mastery: Process, Problems and Solutions (Webinar) (26WA-2419)26WA-2419 | *Defining the budget process*Common budgetary cultures and discussion of solutions*Does your budget need an overhaul or just a tune up?*How to make the budget flexible*Making a better budget and maybe even a better you (or at least improving the perception of the budget work itself) | Mims Robert |
| 6/9/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Building Your Personal Net Worth: Invest in Your Future (Webinar) (26WA-1942)26WA-1942 | *Why people who appear wealthy may be living paycheck to paycheck*Why a millionaire may be living in the ordinary house next door*Early and mid-career strategies for accumulating wealth*Where and how to invest your money*Why fees and commissions should concern you*Strategies for buying stocks, mutual funds and ETFs | Daly John L |
| 5/22/2026 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Network Forensics (Webinar) (26WA-1839)26WA-1839 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 5/19/2026 | 4 - 5:15 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Common Deficiencies in SSARS Engagements (Webinar) (26WA-2726)26WA-2726 | *Auditing*Yellowbook*SSARS | Galasso Melisa |
| 6/20/2026 | 10 a.m. - 1:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Hardest Ethical Dilemma: Why Revenge Will Always Backfire (Webinar) (26WA-2575)26WA-2575 | *The quest for fairness*Human nature*Our natural reaction*Selfishness*Conflicts of interest*Equity*Justice*How is the Golden Rule misused?*The allure of revenge and how it destroys?*Understanding rationalizations*How the "Integrity and Objectivity Rule" will lead to better decisions? | Mims Robert Minges Don |
| 6/15/2026 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Why Auditors Fail To Detect Fraud (Webinar) (26WA-2824)26WA-2824 | *Reasons auditors fail to detect fraud*Willful Ignorance*SAS No. 82*Additional documentation*How and who to talk to*Determining the Tone At the Top*How to Determining Intent*If you expect it, you will see it | Dycus Dennis F |
| 6/24/2026 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Beyond the Basics of SSARS and Nonattest Services: Are You Certain You Are in Compliance? (Webinar) (26WA-1801)26WA-1801 | *Preventing malpractice claims related to nonattest accounting services*Identifying and safeguarding independence threats when issuing attest reports*Establishing an understanding with the client regarding non-audit services*Defining the varying levels of responsibility for accountants performing non-audit services*Performing compilations and reviews effectively and efficiently, including nature and extent of documentation considerations*Practice performing analytical review procedures appropriately, including developing proper advance expectations for review engagements*Properly considering going concern, subsequent events, and other disclosure matters*Common issues related to peer reviews, including recurring reporting problems*Applying financial analysis best practices to help your clients better interpret their financial results | Louis Jennifer F |
| 5/18/2026 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's Taking a Fresh Look at Teams (Webinar) (26WA-2041)26WA-2041 | *How Teams got to where it is today*Major components in Teams*Collaboration options*Extending Teams functionality | Stephens Tommy G |
| 5/26/2026 | 6 - 8 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Current Fraud Trends: Not-for-Profit and Government Entities (Webinar) (26WA-1932)26WA-1932 | *Best practices for fraud prevention and detection*Common fraud schemes in nonprofit and government entities including cash misappropriation, payroll fraud, vendor fraud, falsified billings, improper use of credit cards or purchase cards, the redirection of cash and non-cash contributions, personal use of assets, the redirection of grant benefits, other grant related fraud, travel and expense reporting fraud | Louis Jennifer F |
| 5/21/2026 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: The Financial Close Process (Webinar) (26WA-2757)26WA-2757 | *Accounting*Finance*Financial Statements | Fountain Lynn |
| 6/22/2026 | 10 - 11:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| The Controllership Series: Managerial Accounting Basics and Costs (Webinar) (26WA-1794)26WA-1794 | *Accounting*Finance | Fountain Lynn |
| 5/18/2026 | 4 - 5:10 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| What Is Your Brand Reputation? (Webinar) (26WA-2776)26WA-2776 | *Presence | |
| 6/23/2026 | 6 - 7 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| CPAs and Addictions: Finding Hope and Healing (Webinar) (26WA-2799)26WA-2799 | *Prevalence of substance abuse and depression among CPAs compared to the general population*Factors that cause CPAs to be particularly susceptible to drug and alcohol abuse and mental health issues*Identifying reasons why CPAs are reluctant to seek help*Resources available for CPAs seeking help*Support role that friends, loved ones and colleagues can play*AICPA Code of Professional Conduct | McLeod Allison M. |
| 6/23/2026 | 4 - 6 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | 2.5 Ethics |
| Business Longevity: Stabilize, Strengthen and Succeed (Webinar) (26WA-2554)26WA-2554 | *Business Management*Strategic Planning*The role of AI in Business | Lindell James T |
| 6/13/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| When Leadership Fails (Webinar) (26WA-2477)26WA-2477 | *Who's responsible*The importance of policies and procedures*The development, implementation and monitoring of internal controls*There is no excuse*Who steals*The Tone At the Top and the Big Monkey Theory | Dycus Dennis F |
| 6/11/2026 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Yellow Book: From Beginning to End (Webinar) (26WA-2054)26WA-2054 | *Introduction*Foundation and principles*General requirements for complying with Government Auditing Standards*Ethics, independence and professional judgment*Competence and continuing professional education*Quality control and peer review*Standards for financial audits*Standards for attestation engagements and reviews of financial statements | Inzina J. Michael |
| 5/27/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Revenue Recognition Topic 606: Identify the Contract, Part 1 (Webinar) (26WA-2973)26WA-2973 | *Revenue Recognition | Fountain Lynn |
| 6/30/2026 | 4 - 5:15 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Preparing and Reviewing Workpapers for Higher Quality Audits (Webinar) (26WA-1846)26WA-1846 | *The primary purpose of workpaper documentation, and minimum documentation requirements for workpaper preparers*Best practices for documenting complex and subjective procedures and conclusions, such as estimates, substantive analytic procedures, etc. that impact the nature and extent of audit documentation needed to support audit conclusions*Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit*Tips for an efficient workpaper review process that complies with relevant standards | Louis Jennifer F |
| 5/19/2026 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Building Your Own Library of Anti-Fraud and Continuous Monitoring Tests (Webinar) (26WA-2206)26WA-2206 | *Build your own forensic data analytics tests around vendors, customers or employees*Expand your knowledge and library of available anti-fraud tests and behavioral algorithms*Align the right tests to the appropriate risks*Practical applications and use cases | Walden Vincent |
| 6/1/2026 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Financial Acumen for Today's HR Leader (Webinar) (26WA-2149)26WA-2149 | *Financial Statement Insight*Trend Analysis*Financial Benchmarks | Lindell James T |
| 5/28/2026 | 10 - 11 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Controllership Series: The Controller's Role in Financial Forecasting (Webinar) (26WA-2834)26WA-2834 | *Accounting*Finance | Fountain Lynn |
| 6/24/2026 | 4 - 5:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Individual Federal Tax Update: Navigating the Current Tax Landscape (Webinar) (26WA-1852)26WA-1852 | *Form 1040: Precise Tax Submissions*Recent Tax Code Changes: Updated Filings*IRC Sections Analysis: Understanding Tax Regulations*Updates in Income Taxation: Compliance Assurance*New Credits and Deductions: Maximizing Benefits*Complex Income Issues: Tailored Strategies*Itemized Deductions: Informed Client Benefits*Health Considerations: Maximizing Financial Benefits*Regulatory Shifts: Implications on Tax Strategies*Tax Planning Strategies: Client Financial Success | Werner Arthur J |
| 5/19/2026 | 1 - 9 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Shortcuts to Personal and Professional Success (Webinar) (26WA-2853)26WA-2853 | *What really leads to success in the modern world*The five things that correlate with fulfillment*The five skills that lead to personal success*Why inner technology is so important to succeed*Mastering the Art of Communication*Why communication is so important*The five mistakes people often make when they communicate*How to solve problems without bruising egos*How to get people to want to work with you*The Magic of Motivation:*The key to success is consistency*Why people normally don't stay motivated, and how to overcome this*Why procrastination is a problem, and how it can be easily handled*How to motivate other people*Overcoming Your Fears*Why people have fears, and how they can be overcome*The three skills needed to overcome any fear*Identifying the fears that stop you, and creating a plan to overcome them*What makes people really happy--and what doesn't*The 3 most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to tap into a greater sense of purpose and meaning*How to use positive psychology principles to help your business | Robinson Jonathan |
| 6/25/2026 | 6 p.m. - 1:45 a.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Inventory, Expense and Payroll Fraud (Webinar) (26WA-2599)26WA-2599 | *Methods of committing inventory, expense and payroll fraud*What to look for when observing inventory*Detection of inventory fraud*How to recognize fictitious expenses*How to recognize altered expenses*Indicators of fake documentation*The three main reason we ask for documentation*Detection and prevention of ghost employees | Dycus Dennis F |
| 6/16/2026 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Performance Auditing Made Easy (Webinar) (26WA-2326)26WA-2326 | *Performance audit standards*Performance audit types*Performance audit objectives | Cotton David L |
| 6/5/2026 | 9 - 10:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Ethical Situations: What to do When? (Webinar) (26WA-2296)26WA-2296 | *Intentions versus results.*Is using the 'Threats Based Approach' always the best?*What is, "The clean hands rule," and how does it apply to Ethics?*Situations where Ethics is not black-and-white. | McLeod Allison M. Minges Don |
| 6/4/2026 | 4 - 5:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Passive Activities and Rental Real Estate Income Tax Issues (Webinar) (26WA-1791)26WA-1791 | *Detailed coverage of the passive activity rules under IRC Section 469 (and related regulations), how the 3.8% net investment income tax under Section 1411 and qualified business income (QBI) deduction under Section 199A applies to rentals and passive activities, and what is a trade or business rental is under Section 162*How the PAL rules apply to rental real estate activities and investments in S corporations and partnerships*Definition of an activity and the activity grouping and disclosure rules*Real estate professional exception to the PAL rules for investments in non-passive rentals*Special $25,000 loss allowance for rental real estate with active participation*Material participation safe harbor rules*Events that trigger suspended PALs*Limitations on tax credits generated by passive activities*Special rules that re-characterize passive income to non-passive income*What rentals are subject to self-employment tax under Section 1402 | Garverick Pat |
| 5/18/2026 | 8 a.m. - 3:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Excelling at Excel: The Magic of Power Query (Webinar) (26WA-2152)26WA-2152 | *Intro to Power Query & how to get started*Examples of data clean up using Power Query*Combining workbooks and files with Power Query | Cooper Tracy |
| 5/29/2026 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Leaders Eat Last: Why? The Characteristics of Great Leaders (Webinar) (26WA-2846)26WA-2846 | *What does "Leaders Eat Last"mean*Understand human nature and how we work together or not*Leadership skills can be taught*True leaders care*The need for trust*Practical lessons from gifted leaders*Steps to become a better leader | Minges Don |
| 6/25/2026 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Small HR Team, Big Impact: Three Employee Engagement Strategies for Lean HR Departments (Webinar) (26WA-2223)26WA-2223 | *HR Leadership*Small HR Teams*HR Department of One*Employee Engagement*Employee Experience*Employee Journey | |
| 6/1/2026 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Emotional Intelligence for Professionals: Mastering the Human Side of Success (Webinar) (26WA-2903)26WA-2903 | *Emotions*Relationships*Emotional Intelligence*Communication | |
| 6/26/2026 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Global Internal Audit Standards Domain III: Part 2 (Webinar) (26WA-2309)26WA-2309 | *Internal Audit*Internal Controls*GIAS*Institute of Internal Auditors*Standards*Accounting | Fountain Lynn |
| 6/4/2026 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Revenue Recognition: Determine the Transaction Price, Part 2 (Webinar) (26WA-2075)26WA-2075 | *Revenue Recognition*Accounting | Fountain Lynn |
| 5/27/2026 | 4 - 5:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Ethics: Keeping the Good from Breaking Bad (Webinar) (26WA-1998)26WA-1998 | *Ethical business behavior*Ethical business decisions | |
| 5/26/2026 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Allison McLeod's Federal Tax Updates for Business Entities - 4 Hour (Webinar) (26WA-2712)26WA-2712 | *Current business entity tax issues*Any current tax legislation occurring during the period*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues | McLeod Allison M. |
| 6/19/2026 | 10 a.m. - 1:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Digital Forensics (Webinar) (26WA-1837)26WA-1837 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 5/19/2026 | 12 - 1:35 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| Let's End Business Ethics (Webinar) (26WA-2931)26WA-2931 | *Ethics defined*Are there business ethics?*How to identify ethical issues*Deciphering your ethical code*Why ethical behavior is good for your business*How to make ethical decisions | Levy John F |
| 6/27/2026 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Thinking Like an Auditor When Preparing Your Financial Statements (Webinar) (26WA-2459)26WA-2459 | *Determining an appropriate sense of quantitative and qualitative materiality*Identifying the critical components of the financial statements that matter most to financial statement users*Evaluating where the financial statements are most likely to contain material fraud and error, and ensuring adequate internal control and monitoring to mitigate those risks | Louis Jennifer F |
| 6/10/2026 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Building Personal Leadership Skills (Webinar) (26WA-1993)26WA-1993 | *Leadership*Personality Types*Communication*Uses of AI in the work place | Lindell James T |
| 5/23/2026 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Budget Mastery: Process, Problems and Solutions (Webinar) (26WA-2667)26WA-2667 | *Defining the budget process*Common budgetary cultures and discussion of solutions*Does your budget need an overhaul or just a tune up?*How to make the budget flexible*Making a better budget and maybe even a better you (or at least improving the perception of the budget work itself) | Mims Robert |
| 6/18/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Yellow Book: From Beginning to End (Webinar) (26WA-2631)26WA-2631 | *Introduction*Foundation and principles*General requirements for complying with Government Auditing Standards*Ethics, independence and professional judgment*Competence and continuing professional education*Quality control and peer review*Standards for financial audits*Standards for attestation engagements and reviews of financial statements | Inzina J. Michael |
| 6/17/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Controllership Series: The Future Role of the Controller, Part 2 (Webinar) (26WA-2254)26WA-2254 | *Accounting and Finance | Fountain Lynn |
| 6/2/2026 | 4 - 5:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Leading Up: The Superpower Every Ascending Leader Needs (Webinar) (26WA-1858)26WA-1858 | *The consequences of upward leadership failure.*Building credibility with your boss, Serving multiple bosses.*Making the business case for your ideas. | Lokhorst Jonathan R |
| 5/19/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Tax Practice Standards (Webinar) (26WA-1926)26WA-1926 | *Treasury Circular 230*AICPA Statements on Standards for Tax Services (SSTS)*Internal Revenue Code (IRC)*Common law | McLeod Allison M. |
| 5/21/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Measuring Audit Risks (Webinar) (26WA-2695)26WA-2695 | *The planning process -- When it starts and when it ends*Determining the audit objectives*The importance of the nature, timing and extent of the audit process*The importance of professional skepticism*The preliminary engagement activities*Documentation of audit risk*Determining materiality | Dycus Dennis F |
| 6/19/2026 | 11 a.m. - 1:50 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Securing Executive Buy-In for Your Initiatives: Communication Techniques to Persuade Decision-Makers (Webinar) (26WA-2123)26WA-2123 | *Persuasion*Executive Buy-In*Communication*Leadership | |
| 5/28/2026 | 5 - 6:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's Data Security and Privacy Issues and Solutions (Webinar) (26WA-2145)26WA-2145 | *Understanding the differences between data security and data privacy*The major types of security and privacy breaches*Key steps you can take to mitigate your risks of becoming another victim | Stephens Tommy G |
| 5/28/2026 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Mergers and Acquisitions: Tricks, Traps and Terrors (Webinar) (26WA-2652)26WA-2652 | *Business Management*Organization | Lindell James T |
| 6/17/2026 | 9 a.m. - 12:50 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
| Ethics Aren't for the Byrdes in Ozark (Webinar) (26WA-2809)26WA-2809 | *Ethical business behavior*Ethical business decisions*Ethical management decisions*Ethical decisions in human resource management | |
| 6/24/2026 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Avoiding Legal Liability and Peer Review Deficiencies in Nonaudit Services, Including Bookkeeping and Preparing Financial Statements (Webinar) (26WA-2647)26WA-2647 | *Differentiating risks faced when performing nonaudit services, such as reviews, compilations, preparing financial statements, bookkeeping, tax return preparation, and similar*Best practices for preventing quality control concerns that could lead to peer review deficiencies or malpractice claims*Establishing an understanding with the client to minimize misunderstandings as to the nature and scope of engagements*Explain situations when independence should be appropriately safeguarded when performing nonattest services | Louis Jennifer F |
| 6/17/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Revenue Recognition: Determine the Transaction Price, Part 2 (Webinar) (26WA-2245)26WA-2245 | *Revenue Recognition*Accounting | Fountain Lynn |
| 6/2/2026 | 8 - 9:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Introduction to Forensic Accounting (Webinar) (26WA-2636)26WA-2636 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/17/2026 | 12 - 1:40 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| The Ethics Hour: Heartfelt Leadership -- How Ethical Leaders Build Trust (Webinar) (26WA-1999)26WA-1999 | *What are the three components of ethical leadership*Ethical prescriptions and ethical proscriptions*How to become a trusted leader | Levy John F Minges Don |
| 5/26/2026 | 7 - 8 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Estate and Financial Planning for the Older Client (Webinar) (26WA-2680)26WA-2680 | *Medicare and Health Insurance Options*Life Insurance Strategies for Elders*Social Security Planning Considerations*Medicaid Planning and Trusts*Retirement Account Optimization Techniques*Tailored Estate Planning for Older Clients*Long-Term Care and Housing Alternatives*Gifting Strategies in Estate Planning*Unique Financial Challenges of Aging Clients | Werner Arthur J |
| 6/18/2026 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Common Sense CFO: Decoding and Mitigating Internal and External Risks (Webinar) (26WA-2938)26WA-2938 | *Defining risk as it impacts organizations*Understanding external and internal risks*Examples of these risks*How do we identify and assess?*What can be done about the risks?*Developing a risk mitigation strategy*Monitoring and mitigating risk | Mims Robert |
| 6/27/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Was It Fraud or Just Poor Audit Quality? (Webinar) (26WA-2916)26WA-2916 | *Financial statement manipulation*Ethics enforcement process*Auditor conflicts of interest | Cotton David L |
| 6/27/2026 | 9 - 10:30 a.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
| Revenue Recognition: Topic 606 Overview (Webinar) (26WA-1784)26WA-1784 | *Revenue Recognition on Contracts with customers | Fountain Lynn |
| 5/18/2026 | 2 - 3:35 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Emotional Intelligence for Professionals: Mastering the Human Side of Success (Webinar) (26WA-2588)26WA-2588 | *Emotions*Relationships*Emotional Intelligence*Communication | |
| 6/15/2026 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Employees Today and Tomorrow: Are Employees Assets? (Webinar) (26WA-2065)26WA-2065 | *GAAP vs economic value of employees*The changing landscape of work*The need to change management tactics*Different generations and demographics*Understanding the differences*What issues do they present?*How do we improve our understanding?*Employee engagement/assessment surveys and what they should tell us*Successful tactics for today's workforce | Mims Robert |
| 5/27/2026 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Building Your Personal Net Worth: Invest in Your Future (Webinar) (26WA-2498)26WA-2498 | *Why people who appear wealthy may be living paycheck to paycheck*Why a millionaire may be living in the ordinary house next door*Early and mid-career strategies for accumulating wealth*Where and how to invest your money*Why fees and commissions should concern you*Strategies for buying stocks, mutual funds and ETFs | Daly John L |
| 6/12/2026 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Estate Planning for Today and Beyond (Webinar) (26WA-2767)26WA-2767 | *Analysis of upcoming trends and anticipated shifts in estate planning practices*Review of legislative updates affecting estate planning strategies*Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency*Integration of digital assets and technology into estate planning frameworks*Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional*relationships | Werner Arthur J |
| 6/22/2026 | 11 a.m. - 6:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Performance Management: Hiring to Retiring (Webinar) (26WA-2788)26WA-2788 | *Employee Engagement*Recruiting/Staffing*Talent Management*Employee Relations | |
| 6/23/2026 | 11 a.m. - 12:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Conducting Human Resource Investigations (Webinar) (26WA-2625)26WA-2625 | *Research*Analysis*Interviewing*Documenting*Reporting Results | |
| 6/17/2026 | 1:30 - 2:45 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Expand Your Analytical Toolbox: More Tools for Success (Webinar) (26WA-2622)26WA-2622 | *5 step valuation process*2 specific valuation approaches*The Gordon Model*10 thoughts on banker selection*Rating your bank*10 hints for keeping your toolbox full | O'Brien William |
| 6/17/2026 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Controllership Series: Addressing Budgeting Uncertainty (Webinar) (26WA-2634)26WA-2634 | *Accounting*Finance | Fountain Lynn |
| 6/17/2026 | 4 - 5:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Tax Power Ethics for Tax Professionals (Webinar) (26WA-2056)26WA-2056 | *AICPA Code of Professional Conduct and interpretations*Statements on Standards for Tax Services*Tax preparer standards in the Internal Revenue Code*Rules for practice with and before the IRS, including IRS Circular 230*New developments*Best practices and case studies | |
| 5/27/2026 | 11:30 a.m. - 1:20 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Small HR Team, Big Impact: Three Employee Engagement Strategies for Lean HR Departments (Webinar) (26WA-2863)26WA-2863 | *HR Leadership*Small HR Teams*HR Department of One*Employee Engagement*Employee Experience*Employee Journey | |
| 6/25/2026 | 4 - 5:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Tax Power Ethics for Tax Professionals (Webinar) (26WA-2655)26WA-2655 | *AICPA Code of Professional Conduct and interpretations*Statements on Standards for Tax Services*Tax preparer standards in the Internal Revenue Code*Rules for practice with and before the IRS, including IRS Circular 230*New developments*Best practices and case studies | |
| 6/18/2026 | 11:30 a.m. - 1:20 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| White-Collar Crime: What Every CPA Should Know (Webinar) (26WA-2628)26WA-2628 | *Definitions of white-collar crime*White-collar crime characteristics and statistics*The CPA's role in combating white-collar crime | Cotton David L |
| 6/17/2026 | 9 - 10:45 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Combatting Sexual Harassment in the Workplace (Webinar) (26WA-2250)26WA-2250 | *Sexual harassment prevention*Company culture | Ackels Alana K. |
| 6/2/2026 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Asset Misappropriation: Let Me Count the Ways (Webinar) (26WA-2159)26WA-2159 | *Identifying opportunity*The three most common behavioral red flags that we should always look for*The many ways to commit check fraud (it's so easy)*Why inventory is such a good place to hide theft of assets*How to cover up inventory fraud*Accounts Receivable Fraud and how it works*How to count inventory that's not there | Dycus Dennis F |
| 5/29/2026 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Private Company Simplified GAAP Alternatives (Webinar) (26WA-2229)26WA-2229 | *Guidance, related to "plain vanilla" interest rate swaps that convert variable into fixed rate debt and other derivatives*Guidance related to amortization and impairment of goodwill*Guidance related to separately recognizing intangible assets from goodwill in a business combination*Guidance related to lease accounting and revenue recognition options | Louis Jennifer F |
| 6/1/2026 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How to Make Difficult People Disappear...Without Going to Jail (Webinar) (26WA-2108)26WA-2108 | *Team dynamics*Influence*Organizational behavior*Leadership | |
| 5/28/2026 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Role of Internal Audit in Enterprise-Wide Risk Management (Webinar) (26WA-2648)26WA-2648 | *Benefits of enterprise risk management*Important objectives, components and principles that underlie the COSO Framework*Identifying events that could cause objectives to not be achieved*Techniques for evaluating both "good" risks (opportunities) and "bad" risks (threats)*The roles and responsibilities of key parties throughout an organization in managing risk | Louis Jennifer F |
| 6/17/2026 | 12 - 3:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Auditing for Fraud (Webinar) (26WA-2480)26WA-2480 | *Auditing*Fraud | Dycus Dennis F |
| 6/11/2026 | 1 - 3:15 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accounting & Auditing Update (Webinar) (26WA-1854)26WA-1854 | *Accounting Standards Updates*Auditing & Accounting*Yellowbook | Galasso Melisa |
| 5/19/2026 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Everyday Ethics: Ethics is Everywhere, All the Time! (Webinar) (26WA-2663)26WA-2663 | *Be careful of;*Whom you trust, and *What you easily dismiss.*Beware of our internal biases.*What are your biases?*The need to consider situations from multiple perspectives. | Minges Don Karwic Richard A |
| 6/18/2026 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Mastering the Three Pillars of Cybersecurity: Team and Compliance (Webinar) (26WA-1772)26WA-1772 | *Technology*Cybersecurity | Melloy Jon |
| 5/18/2026 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Basis Calculations and Distributions for Pass-Thru Entity Owners Schedule K-1 Analysis (Webinar) (26WA-2111)26WA-2111 | *Detailed coverage of any new legislation affecting basis computations and distributions and changes to the schedule K-1s(including the NEW Form 7203 -- S Corporation Shareholder Stock and Debt Basis Limitations)*Line-by-line analysis of the Schedule K-1s to determine how the items affect a S shareholder's stock and debt basis and a partner/member's outside basis and where the items get reported on Federal individual income tax return*The three loss and deduction limitations on the owner's individual income tax return (i.e. basis, at-risk and other Form 1040 limitations)*How cash or non-cash distributions affect the basis calculations and whether or not they are taxable to the owners*Compare the tax treatment of the sale of a shareholder's stock in a S corporation and a partner's interest in a partnership*What constitutes debt basis for a S corporation shareholder under the final regulations*The tax ramifications of repaying loans to S corporation shareholders and on open account debt*How recourse and non-recourse debt effect a partner or member's basis calculations and amount at-risk | Garverick Pat |
| 5/28/2026 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Retirement Planning Issues: Where We Stand Now (Webinar) (26WA-2371)26WA-2371 | *Thorough Exploration of Current Retirement Planning Trends and Implications*Strategies for Maximizing Retirement Savings within Existing Regulatory Structures*Tax-Efficient Navigation of Various Retirement Plan Options*Estate Planning Techniques Aligned with Contemporary Trends for Optimal Benefits*Insight into Latest Rules for Required Minimum Distributions (RMDs) | Werner Arthur J |
| 6/6/2026 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's Backups Done Right (Webinar) (26WA-2175)26WA-2175 | *List the significant backup approaches*Identify areas of critical weakness or threats in your backup and recovery systems*List all critical and non-critical applications and establish their order of recovery*Differentiate between backup solutions based on their features and benefits | Stephens Tommy G |
| 5/29/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Revenue Recognition: Determine the Transaction Price, Part 1 (Webinar) (26WA-2074)26WA-2074 | *Revenue Recognition*Accounting | Fountain Lynn |
| 5/27/2026 | 2 - 3:10 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Tax Practice Standards (Webinar) (26WA-1890)26WA-1890 | *Treasury Circular 230*AICPA Statements on Standards for Tax Services (SSTS)*Internal Revenue Code (IRC)*Common law | McLeod Allison M. |
| 5/20/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Auditing for Fraud (Webinar) (26WA-2982)26WA-2982 | *Auditing*Fraud | Dycus Dennis F |
| 6/30/2026 | 9 - 11:15 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Performance Management: Hiring to Retiring (Webinar) (26WA-2217)26WA-2217 | *Employee Engagement*Recruiting/Staffing*Talent Management*Employee Relations | |
| 6/1/2026 | 10 - 11:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| HR Investigations Episode 3: Gathering, Analyzing, Reporting (Webinar) (26WA-2091)26WA-2091 | *Documentary evidence gathering and analysis*Site visits*Surveillance*Analysis by comparison and contrast*Analysis by quantifying and connecting*Analysis by identifying patterns*Written reports*Testifying | |
| 5/28/2026 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Global Internal Audit Standards Domain V: Part 2 (Webinar) (26WA-1921)26WA-1921 | *Internal audit*Standards Institute of Internal Auditors*GIAS*IPPF | Fountain Lynn |
| 5/21/2026 | 2 - 3:40 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Powerful Public Speaking (Webinar) (26WA-2525)26WA-2525 | *Communications | |
| 6/13/2026 | 10 - 11:45 a.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
| Global Internal Audit Standards: Overview and Contrast to 2017 International Professional Practices Framework (Webinar) (26WA-1842)26WA-1842 | *Accounting*Internal Controls*Internal Audit Standards | Fountain Lynn |
| 5/19/2026 | 1 - 2:30 p.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
| When Leadership Fails (Webinar) (26WA-2157)26WA-2157 | *Who's responsible*The importance of policies and procedures*The development, implementation and monitoring of internal controls*There is no excuse*Who steals*The Tone At the Top and the Big Monkey Theory | Dycus Dennis F |
| 5/29/2026 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Third Party Verification (Comfort) Requests: What Are Options for Responding and How to Determine Which Professional Standards to Apply (Webinar) (26WA-2870)26WA-2870 | *Common third party verification requests*Differentiating the allowable options for responding to requests for comfort, including SSARS, SAS and SSAE engagements*Critical elements of professional standards that may apply to nonattest and attest services performed*Establishing an understanding with the client regarding the nature and scope of services | Louis Jennifer F |
| 6/25/2026 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Mastering Charitable Remainder Trusts and Form 5227 Compliance (Webinar) (26WA-2644)26WA-2644 | *Introduction to Charitable Remainder Trusts (CRTs)*Types of CRTs and their Benefits*Formation and Funding of CRTs*Identifying Suitable Candidates for CRTs*Understanding Form 5227: An Overview*Line-by-Line Breakdown of Form 5227*Reporting Trust Assets and Income*Distributions and Charitable Beneficiaries*Compliance Updates and Recent Changes to Form 5227*Best Practices for Accurate Completion and Filing | Werner Arthur J |
| 6/17/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Business Longevity: Stabilize, Strengthen and Succeed (Webinar) (26WA-2468)26WA-2468 | *Business Management*Strategic Planning*The role of AI in Business | Lindell James T |
| 6/10/2026 | 2 - 6 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Fraud Assessment for Small and Medium Sized Businesses (Webinar) (26WA-1901)26WA-1901 | *The fraud triangle*The fraud savvy model*Symptoms of fraud*Benford's Law*The net worth method*The vulnerability chart*10 steps for action today | O'Brien William |
| 5/21/2026 | 2 - 5:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| There is No Such Thing as Business Ethics (Webinar) (26WA-2360)26WA-2360 | *Should ethical behavior be something that we always do?*Is ethical behavior situational? *Why being ethical will help you succeed personally and professionally. *Consequences of not behaving ethically?*Why trust matters?*How we can make better ethical decisions in our professional lives. | Minges Don Levy John F |
| 6/6/2026 | 3 - 3:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Global Internal Audit Standards Domain V: Part 1 (Webinar) (26WA-2540)26WA-2540 | *Internal Audit*Internal Controls*Standards*Institute of Internal Auditors | Fountain Lynn |
| 6/13/2026 | 2 - 3:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| SAS No. 122, AU 240, Consideration of Fraud in a Financial Statement Audit (Webinar) (26WA-2924)26WA-2924 | *The importance of professional skepticism*The dangers of making assumptions*How to listen and understanding the answer to a question*Why it is important to leave all of your expectations at home*Anticipation and why it's so dangerous*Determining materiality*The fraud triangle*Thinking about, given a set of circumstances, how you would steal*Management and the Tone At the Top | Dycus Dennis F |
| 6/27/2026 | 10 a.m. - 1:30 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Schedule C of Form 1040 (Webinar) (26WA-2127)26WA-2127 | *When Schedule C applies*Cash v. Accrual method*Typical business deductions*Business vehicle expenses*Section 179 and bonus depreciation | McLeod Allison M. |
| 5/28/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Business Intelligence and Business Analytics (Webinar) (26WA-2142)26WA-2142 | *The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data*Why the interest in BI and BA?*The analytics continuum*How BA can provide a competitive advantage*The difference between BI and BA*The difference between forecasting and predictive analytics*Fundamentals of analytical techniques*Examples for the CFO and accounting function*Benefits from applying analytics*The impact of artificial intelligence (AI) on the accounting profession | Cokins Gary |
| 5/28/2026 | 9 - 10:55 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Controllership Series: Financial Statement Preparation (Webinar) (26WA-2018)26WA-2018 | *Accounting*Finance*Financial Statement Preparation | Fountain Lynn |
| 5/26/2026 | 6 - 8:25 p.m. | Online | 2.6 CPE (2.6 tech, 0 non-tech) | |
| Five Amazing Business Books in 100 Minutes (Webinar) (26WA-1823)26WA-1823 | *"Leaders Eat Last", by Simon Sinek* "Zero to One" by Peter Thiel* "American Icon" by Bryce Hoffman*"Slide:ology" by Nancy Duarte*"Brain Rules" by John Molina | Minges Don |
| 5/19/2026 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Ethical Side of Trust (Webinar) (26WA-1948)26WA-1948 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics | Karwic Richard A Minges Don |
| 5/22/2026 | 4 - 5:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Tax Procedure (Webinar) (26WA-1928)26WA-1928 | *Filing a tax return*IRS audit*RS Appeals*Collections and litigation at courts of original jurisdiction | McLeod Allison M. |
| 5/21/2026 | 8 - 9:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Eight Biggest Threats to Your Business and Introducing Three Pillars of Cybersecurity (Webinar) (26WA-2234)26WA-2234 | *Technology*Cybersecurity | Melloy Jon |
| 6/2/2026 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Making Culture a Competitive Advantage (Webinar) (26WA-2011)26WA-2011 | *Talent Strategy*Culture*Employee Engagement*Employee Retention*Leadership*Leadership Strategy | Cadigan Steve |
| 5/26/2026 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Contract and Procurement Fraud (Webinar) (26WA-2151)26WA-2151 | *Procurement phases*Fraud schemes*Fraud red flags*Fraud control activities and safeguards | Cotton David L |
| 5/29/2026 | 10 a.m. - 12:05 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Effective Coaching Strategies for High Performance (Webinar) (26WA-3002)26WA-3002 | *Coaching*Effective Communication*Problem Solving*Use of AI as a coaching tool | Lindell James T |
| 6/30/2026 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Revenue Recognition in an Environment of Uncertainty (Webinar) (26WA-2967)26WA-2967 | *Alternatives to adopting Topic 842*Short-term lease and related-party leasing arrangements*Identifying lease agreements under the new rules*Proper treatment of lease incentives, leasehold improvements, and lease modifications | Louis Jennifer F |
| 6/29/2026 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ask Me No Questions and I Will Tell You No Lies: The Art of Interviewing and Interrogation (Webinar) (26WA-2301)26WA-2301 | *Defining an interview*Why we choose to believe or not believe someone*Types of individuals you will be talking with*Why people lie*Types of liars*Unsharable needs*Verbal and nonverbal clues*How to listen*Obtaining a confession | Dycus Dennis F |
| 6/4/2026 | 3 - 5:55 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Taxation of Business Entities (Webinar) (26WA-2265)26WA-2265 | *Types of business entities (Sole proprietorship, Partnership, Corporation, Limited Liability Company and Limited Liability Partnership)*Considerations in choosing a business entity, including taxes, limited liability protection, management & control, funding options & opportunities, tax consequences for the owners and the business.*Future tax considerations that will impact various business entities. | McLeod Allison M. |
| 6/2/2026 | 9 - 11:20 a.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
| IFRS SMES vs. IFRS (Webinar) (26WA-2464)26WA-2464 | *Overview of IFRS for SMEs*General pervasive similar concepts*Differences with financial instruments*Differences with business combinations*Differences in investments in other entities*Differences in intangible assets*Differences in income taxes*Differences in employee benefits*Differences in revenue and expenses | Louis Jennifer F |
| 6/10/2026 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Profitability Pricing: Boost Your Bottom Line (Webinar) (26WA-2497)26WA-2497 | *Competitive bids*Achieving target profitability | Daly John L |
| 6/12/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethics of Artificial Intelligence: The Interaction of AI and Ethics (Webinar) (26WA-2576)26WA-2576 | *What are the ethical issues within AI?*The many biases within AI*Ownership?*Intellectual property rights?*Who benefits economically?*Changing regulations and laws *Why many organizations ban AI?*How AI can be used unethically?*The need for strong human oversight! | Cooper Tracy Minges Don |
| 6/15/2026 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Benford's Law and Other Digital Analysis Techniques (Webinar) (26WA-2358)26WA-2358 | *Benford's Law*Digital Analysis*Data analytics | Cotton David L |
| 6/6/2026 | 2 - 3:40 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| Cash Management: Strategies for Long-Term Success (Webinar) (26WA-2500)26WA-2500 | *Developing short-term cash flow projections*How do we assure adequate cash availability without having idle cash?*Take advantage of your bank's cash management services*Working capital loans*Controlled disbursement accounts*Sweep accounts and other short-term investments*ACH transactions*Direct transfers*Lock boxes*Credit and collections*Reconciliation frequency*Managing cash short-falls | Daly John L |
| 6/12/2026 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Responding To Retaliation Concerns and Capturing Key Retaliation Case Metrics (Webinar) (26WA-2786)26WA-2786 | *Speak up Culture*Ethical Culture*Internal complaint reporting and investigations | |
| 6/23/2026 | 9 - 10:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Ethics of Artificial Intelligence: The Interaction of AI and Ethics (Webinar) (26WA-2241)26WA-2241 | *What are the ethical issues within AI?*The many biases within AI*Ownership?*Intellectual property rights?*Who benefits economically?*Changing regulations and laws *Why many organizations ban AI?*How AI can be used unethically?*The need for strong human oversight! | Minges Don Cooper Tracy |
| 6/2/2026 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Leaders Eat Last: Why? The Characteristics of Great Leaders (Webinar) (26WA-2409)26WA-2409 | *What does "Leaders Eat Last"mean*Understand human nature and how we work together or not*Leadership skills can be taught*True leaders care*The need for trust*Practical lessons from gifted leaders*Steps to become a better leader | Minges Don |
| 6/9/2026 | 6 - 7:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Common Sense CFO: Balance Sheet Issues Walk through to Understand and Build Value (Webinar) (26WA-2349)26WA-2349 | *Typical accounting issues that impact the balance sheet*Where are the hidden issues in unrecorded liabilities?*What are unrecorded assets and why they matter?*Identification of and resolution of balance sheet challenges and changes*Communicating to your audience and stakeholders | Mims Robert |
| 6/5/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controller Function: Strategic and Annual Planning (Webinar) (26WA-1923)26WA-1923 | *Accounting*Finance*Auditing | Fountain Lynn |
| 5/21/2026 | 8 - 9:15 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Ethical Leadership: Guiding Principles When Others Falter (Webinar) (26WA-2657)26WA-2657 | *Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions | Mims Jane |
| 6/18/2026 | 4 - 5:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Embracing Neurodiversity in the Workplace (Webinar) (26WA-2940)26WA-2940 | *Neurodiversity | |
| 6/29/2026 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| S Corporations: Tax Compliance, Elections and Best Practices (Webinar) (26WA-1938)26WA-1938 | *Subchapter S status election and compliance requirements*Relief for late Form 2553 filings under Rev. Proc. 2022-19*Comparison of Rev. Proc. 2022-19 and Rev. Proc. 2023-3*I.R.C. Section 1361 and Section 1362 analysis for S Corporation elections*Corporate governance and formalities compliance*Shareholder stock and debt basis rules*Built-in capital gains and other aspects of Form 1120S*Schedules K-1, K-2, and K-3 preparation and reporting requirements*Officer reasonable compensation: requirements, advisory strategies, and audit defenses*S Corporation eligibility errors and corrective measures | Hourani Mary Jane |
| 5/21/2026 | 12 - 8 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Global Internal Audit Standards Domain IV: Part 1 (Webinar) (26WA-2738)26WA-2738 | *Internal Audit*GIAS*Standards*Institute of Internal Auditors*Accounting*Auditing | Fountain Lynn |
| 6/20/2026 | 10 a.m. - 12:05 p.m. | Online | 2.4 CPE (2.4 tech, 0 non-tech) | |
| The Ethics Hour: Heartfelt Leadership -- How Ethical Leaders Build Trust (Webinar) (26WA-2813)26WA-2813 | *What are the three components of ethical leadership*Ethical prescriptions and ethical proscriptions*How to become a trusted leader | Minges Don Levy John F |
| 6/24/2026 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| GASB 96 -- SBITA, GASB 94 -- P3, and GASB 87 -- Leases (Year 2) (Webinar) (26WA-2562)26WA-2562 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 | Crawford Frank W Pembrook Chris |
| 6/15/2026 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics, Part 1 (Webinar) (26WA-2305)26WA-2305 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/4/2026 | 2 - 3:15 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Global Internal Audit Standards Domain V: Part 1 (Webinar) (26WA-2830)26WA-2830 | *Internal Audit*Internal Controls*Standards*Institute of Internal Auditors | Fountain Lynn |
| 6/24/2026 | 8 - 9:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Formatting Excel Spreadsheets the Right Way (Webinar) (26WA-2193)26WA-2193 | *Creating and using Styles in Excel*The Accounting Format and why you should use it*How to Create Custom Formats*Formatting dates for maximum impact*The advantages of storing formats in templates | Stephens Tommy G |
| 5/30/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Controller Function: Strategic and Annual Planning (Webinar) (26WA-2678)26WA-2678 | *Accounting*Finance*Auditing | Fountain Lynn |
| 6/18/2026 | 12 - 1:15 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Expand Your Analytical Toolbox: More Tools for Success (Webinar) (26WA-2178)26WA-2178 | *5 step valuation process*2 specific valuation approaches*The Gordon Model*10 thoughts on banker selection*Rating your bank*10 hints for keeping your toolbox full | O'Brien William |
| 5/30/2026 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Ethics Hour: Accounting Scandals -- What Happened and Why? Can We Prevent Them? (Webinar) (26WA-2386)26WA-2386 | *Why do some choose to deceive, cheat and steal*Can accounting scandals be prevented*A brief history of accounting scandals*What to look for*What should ethical professionals like you do | Minges Don Cooper Tracy |
| 6/8/2026 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| K2's Paperless Office (Webinar) (26WA-2009)26WA-2009 | *The importance of "going paperless"*Key technologies that facilitate a paperless office*Advantages of going paperless*Examples of leading document management systems and processes | Stephens Tommy G |
| 5/26/2026 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Accounting and Reporting Long-Term Debt (Webinar) (26WA-2196)26WA-2196 | *Debt terms that impact classification of debt, such as due on demand and subjective acceleration clauses, and more!*Proper treatment of short-term obligations that are expected to refinance within the next 12 months*"Revolving" credit agreements, where short-term debt is automatically replaced with other short-term debt for a specified period of time*Differentiating between debt modifications and troubled debt restructuring*Debt covenant compliance special considerations, including the proper form of waiver of rights to call the debt for violation | Louis Jennifer F |
| 5/30/2026 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Effective Coaching Strategies for High Performance (Webinar) (26WA-2469)26WA-2469 | *Coaching*Effective Communication*Problem Solving*Use of AI as a coaching tool | Lindell James T |
| 6/10/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Head and Heart of Ethics (Webinar) (26WA-1908)26WA-1908 | *The difficult trade-offs in making choices.*Functioning in the 'gray' areas.*The value of trust.*How lack of accountability can lead to ethical issues. | Minges Don Mims Robert |
| 5/21/2026 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Preparing to be a Forensic Accountant: Cloud Forensics (Webinar) (26WA-2637)26WA-2637 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/17/2026 | 2 - 3:20 p.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
| Mastering Charitable Remainder Trusts and Form 5227 Compliance (Webinar) (26WA-2897)26WA-2897 | *Introduction to Charitable Remainder Trusts (CRTs)*Types of CRTs and their Benefits*Formation and Funding of CRTs*Identifying Suitable Candidates for CRTs*Understanding Form 5227: An Overview*Line-by-Line Breakdown of Form 5227*Reporting Trust Assets and Income*Distributions and Charitable Beneficiaries*Compliance Updates and Recent Changes to Form 5227*Best Practices for Accurate Completion and Filing | Werner Arthur J |
| 6/26/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: Addressing Budgeting Uncertainty (Webinar) (26WA-2857)26WA-2857 | *Accounting*Finance | Fountain Lynn |
| 6/25/2026 | 6 - 7:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Design Flexible Work Options to Attract and Retain Your Workforce (Webinar) (26WA-1830)26WA-1830 | *Flexible Work Options*Employee Engagement*Talent Management Strategy | |
| 5/19/2026 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Fraud Risk Management (Webinar) (26WA-2917)26WA-2917 | *Fraud risk management*Fraud risk assessments*Data analytics*Fraud risk management tools | Cotton David L |
| 6/27/2026 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethics Hour: Accounting Scandals -- What Happened and Why? Can We Prevent Them? (Webinar) (26WA-2815)26WA-2815 | *Why do some choose to deceive, cheat and steal*Can accounting scandals be prevented*A brief history of accounting scandals*What to look for*What should ethical professionals like you do | Minges Don Cooper Tracy |
| 6/24/2026 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Develop Your Emotional Intelligence to Be More Successful in Life and Leadership (Webinar) (26WA-2047)26WA-2047 | *Emotional Intelligence (EQ) in Leadership*Building Stronger Workplace Relationships*Creating and Leading High-Performing Teams*Navigating Change with Emotional Intelligence | Lokhorst Jonathan R |
| 5/26/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Controller Function: Strategic and Annual Planning (Webinar) (26WA-2939)26WA-2939 | *Accounting*Finance*Auditing | Fountain Lynn |
| 6/28/2026 | 6 - 7:15 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Financial Acumen for Today's HR Leader (Webinar) (26WA-2404)26WA-2404 | *Financial Statement Insight*Trend Analysis*Financial Benchmarks | Lindell James T |
| 6/8/2026 | 8 - 9 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| CPAs and Addictions: Finding Hope and Healing (Webinar) (26WA-1893)26WA-1893 | *Prevalence of substance abuse and depression among CPAs compared to the general population*Factors that cause CPAs to be particularly susceptible to drug and alcohol abuse and mental health issues*Identifying reasons why CPAs are reluctant to seek help*Resources available for CPAs seeking help*Support role that friends, loved ones and colleagues can play*AICPA Code of Professional Conduct | McLeod Allison M. |
| 5/20/2026 | 8 - 10 a.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | 2.5 Ethics |
| K2's CPA Firm Update (Webinar) (26WA-2038)26WA-2038 | *Emerging trends like changes in client expectations, supplier strategies, and competitive dynamics*AI and advanced software innovations with tailored solutions for service lines like tax, audit, advisory, and niche industries*Next-gen automation tools, including the role of machine learning, RPA, and advanced analytics in streamlining operations*Optimal technology stacks to enhance firm productivity, efficiency, and profitability*Cybersecurity advancements. Proactive approaches to safeguarding client and firm data | Stephens Tommy G |
| 5/26/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Getting On Top of it All: How to Work Smarter, Not Harder -- Part 2 (Webinar) (26WA-1826)26WA-1826 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all | Robinson Jonathan |
| 5/19/2026 | 6 - 9:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| K2's Harnessing ChatGPT: Unlocking Professional Efficiency (Webinar) (26WA-1832)26WA-1832 | *Leveraging prompt engineering in ChatGPT for various accounting tasks*Exploring the applications and limitations of ChatGPT in accounting*Empowering efficiency for everyday accounting tasks | Stephens Tommy G |
| 5/19/2026 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Stand Out: How to Create a Unique Employer Brand (Webinar) (26WA-2577)26WA-2577 | *Employer Brand*Talent Management*Future of Work*Onboarding New Hires | |
| 6/15/2026 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| How Prevalent Is Retaliation Within Your Culture? (Webinar) (26WA-2785)26WA-2785 | *Retaliation protections*Speak up culture*Ethical culture | |
| 6/23/2026 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Awesome Business Lessons from the Past: Learn from the Best! (Webinar) (26WA-2849)26WA-2849 | *The six methods to get others to like you*How to learn what others want*What are twelve ways to win others to your way of thinking?*How to destroy your enemies*What are the fundamental principles of Henry Ford's success?*Focus on technology, training and 'Scientific Method'*Value of training and education*The need for fun*What are the thirteen steps necessary to plan for success?*All plans must adjust to changing realities*What are the traps to avoid?*How to use these principles to move your organization forward | Minges Don |
| 6/25/2026 | 3 - 4:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Fraud Risk Management (Webinar) (26WA-1902)26WA-1902 | *Fraud risk management*Fraud risk assessments*Data analytics*Fraud risk management tools | Cotton David L |
| 5/21/2026 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| HR Investigations Episode 1: Introduction, Assessing, Planning (Webinar) (26WA-2810)26WA-2810 | *Investigation terminology*Assessment skills*Investigative methodology | |
| 6/24/2026 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| CPAs and Addictions: Finding Hope and Healing (Webinar) (26WA-2519)26WA-2519 | *Prevalence of substance abuse and depression among CPAs compared to the general population*Factors that cause CPAs to be particularly susceptible to drug and alcohol abuse and mental health issues*Identifying reasons why CPAs are reluctant to seek help*Resources available for CPAs seeking help*Support role that friends, loved ones and colleagues can play*AICPA Code of Professional Conduct | McLeod Allison M. |
| 6/12/2026 | 11 a.m. - 1 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | 2.5 Ethics |
| Annual Update for Governments and Not-for-Profits (Webinar) (26WA-2083)26WA-2083 | *Not for Profit*Governmental Auditing & Accounting*Yellowbook | Galasso Melisa |
| 5/27/2026 | 9 a.m. - 4 p.m. | Online | 7 CPE (7 tech, 0 non-tech) | |
| Overcome Your Obstacles to Abundance (Webinar) (26WA-2778)26WA-2778 | *How to know your specific obstacles to becoming rich*Why people use poor marketing and investment strategies, and how to overcome such limitations*The most effective marketing methods, and how to implement them*The power of being super motivated, and 3 methods to keep you motivated long term towards your goals*Having a vision for your business and life that will keep you on the right track | Robinson Jonathan |
| 6/23/2026 | 9 a.m. - 12:35 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
| K2's Next Level Home Networking (Webinar) (26WA-2040)26WA-2040 | *Explanation of common network services such as file sharing, VPN's, media servers, and network isolation using multiple SSIDs*Hardware options and examples of solutions for every budget*Tips and tricks for rebuilding your home network to meet your needs today and into the future | Stephens Tommy G |
| 5/26/2026 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Fraud Assessment for Small and Medium Sized Businesses (Webinar) (26WA-2476)26WA-2476 | *The fraud triangle*The fraud savvy model*Symptoms of fraud*Benford's Law*The net worth method*The vulnerability chart*10 steps for action today | O'Brien William |
| 6/11/2026 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Power of a Good Story! (Webinar) (26WA-1864)26WA-1864 | *The 3 elements of storytelling *3 real world examples*10 thoughts for the road | O'Brien William |
| 5/20/2026 | 1:30 - 5:05 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Providing Ethical Leadership: Learning to Be the Best Version of Yourself (Webinar) (26WA-2613)26WA-2613 | *Examining the lives of ordinary people whose moral courage had a significant impact on those around them.*How anyone, irrespective of their role in an organization, can inspire others to embrace ethical attitudes.*Showing how even simple actions can outsized effect on a person's sphere of influence. | McLeod Allison M. |
| 6/16/2026 | 12 - 1:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Interviewing, Onboarding and Training 101 (Webinar) (26WA-2402)26WA-2402 | *Best practices on interviewing*Best practices for onboarding*Best practices with training | |
| 6/8/2026 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 1065: Understanding Partnerships Tax Returns (Webinar) (26WA-1809)26WA-1809 | *Partnership taxation*Different types of partnerships*Tax obligations of partners*Role of the partnership agreement in tax reporting*Filing deadlines of Form 1065 | Werner Arthur J |
| 5/18/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: Managerial Accounting Basics and Costs (Webinar) (26WA-2515)26WA-2515 | *Accounting*Finance | Fountain Lynn |
| 6/12/2026 | 10 - 11:10 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| SAS No. 122, AU 315, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement (Webinar) (26WA-2015)26WA-2015 | *How the effect of a misstatement due to error effects the scope of our audit vs a misstatement due to fraud*Inquires of management …….. and others*The audit planning process; when we start and when we stop*The importance of brainstorming and what two things should a talk about*Revisions of our risk assessment*Determining materiality | Dycus Dennis F |
| 5/26/2026 | 9 a.m. - 12:30 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Global IIA Standards Fundamentals and Domain I and II: Part 1 (Webinar) (26WA-2307)26WA-2307 | *Accounting*Internal Audit*Internal Control*GIAS Standards*Internal Audit Standards | Fountain Lynn |
| 6/4/2026 | 8 - 10:05 a.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| K2's Time to Advance Automation: Strategies and Tools for Efficiency (Webinar) (26WA-1886)26WA-1886 | *Advanced Automation Strategies: Best practices for starting or enhancing your automation journey*Key Tools for Automation: Exploring the latest features in Zoho, Zapier, Microsoft, and other tools*Practical Automation in Finance: Automating tasks in accounts payable, banking, and approval workflows*Navigating Common Pitfalls: Identifying and avoiding typical obstacles in automation projects | Johnston Randolph P |
| 5/20/2026 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (26WA-2561)26WA-2561 | *Financial Statement Preparation*Common Mistakes made in Preparing Financial Statements*GASB Financial Statement Preparation Standards | Crawford Frank W Pembrook Chris |
| 6/15/2026 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controller Function: Elevating the Role (Webinar) (26WA-2542)26WA-2542 | *Accounting*Finance*Auditing*Business Development | Fountain Lynn |
| 6/13/2026 | 8 - 9:20 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Common Yellow Book and Single Audit Deficiencies (Webinar) (26WA-2508)26WA-2508 | *Auditing*Yellowbook*COVID-related funds | Galasso Melisa |
| 6/12/2026 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Develop Your Emotional Intelligence to Be More Successful in Life and Leadership (Webinar) (26WA-2808)26WA-2808 | *Emotional Intelligence (EQ) in Leadership*Building Stronger Workplace Relationships*Creating and Leading High-Performing Teams*Navigating Change with Emotional Intelligence | Lokhorst Jonathan R |
| 6/23/2026 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| When Leadership Fails (Webinar) (26WA-2979)26WA-2979 | *Who's responsible*The importance of policies and procedures*The development, implementation and monitoring of internal controls*There is no excuse*Who steals*The Tone At the Top and the Big Monkey Theory | Dycus Dennis F |
| 6/30/2026 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Two Types of Goals You Need to Be Successful (Webinar) (26WA-2441)26WA-2441 | *Common obstacles to goal achievement*The limitations of SMART goals*Characteristics of effective outcome goals*Process Goals: The Roadmap to Achievement*Integrating Outcome and Process Goals for Maximum Impact | Lokhorst Jonathan R |
| 6/9/2026 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Corporate Ethics Cases: Discuss Real Life Conflicts (Webinar) (26WA-2339)26WA-2339 | *Can you protect the public interest without violating our profession's confidentiality rules?*How can a corporate world CPA get in trouble with their board of accountancy?*Is a culture of fear and intimidation particularly susceptible to corporate fraud?*How can using the CPA credential get a corporate accountant in trouble?*Is exaggerating your CPE hours a violation of our professional codes of conduct?*What are your options when your employer is clearly breaking the law?*Does any legislation provide effective Whistleblower protection? | Daly John L |
| 6/5/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Common Sense CFO: Decoding and Mitigating Internal and External Risks (Webinar) (26WA-2997)26WA-2997 | *Defining risk as it impacts organizations*Understanding external and internal risks*Examples of these risks*How do we identify and assess?*What can be done about the risks?*Developing a risk mitigation strategy*Monitoring and mitigating risk | Mims Robert |
| 6/30/2026 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Small Business Risk Avoidance (Webinar) (26WA-2624)26WA-2624 | *New perspective on corporate governance*ERM overviewERM-small business approach;*10 steps to take NOW! | O'Brien William |
| 6/17/2026 | 10 a.m. - 1:50 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Global Internal Audit Standards Domain IV: Part 2 (Webinar) (26WA-2485)26WA-2485 | *Internal audit*Standards*GIAS*Accounting*Auditing | Fountain Lynn |
| 6/11/2026 | 6 - 7:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Budget Mastery: The Human Side of Budgeting -- Navigating People's Issues with 360 Insight (Webinar) (26WA-2421)26WA-2421 | *Understanding your own leadership tendencies and applying them to your strengths?*Understanding core personality types*Learning what type of person you are?*Managing and coping with the budget team*Effectively dealing with the A, B, C and other players? | Mims Robert |
| 6/9/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The New Quality Management Standards: What Everyone Needs to Know (Webinar) (26WA-2991)26WA-2991 | *Overview of the new quality management standards*Focus on the most important elements of a quality management system*Implementation tips that everyone in the firm should know*Audit and attest standards impacted | Louis Jennifer F |
| 6/30/2026 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Conducting Human Resource Investigations (Webinar) (26WA-2324)26WA-2324 | *Research*Analysis*Interviewing*Documenting*Reporting Results | |
| 6/5/2026 | 9 - 10:15 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Revenue Recognition Topic 606: Identify the Contract, Part 1 (Webinar) (26WA-1785)26WA-1785 | *Revenue Recognition | Fountain Lynn |
| 5/18/2026 | 12 - 1:15 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Revenue Recognition in an Environment of Uncertainty (Webinar) (26WA-2617)26WA-2617 | *Alternatives to adopting Topic 842*Short-term lease and related-party leasing arrangements*Identifying lease agreements under the new rules*Proper treatment of lease incentives, leasehold improvements, and lease modifications | Louis Jennifer F |
| 6/16/2026 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Advanced Cost Accounting: Eliminate Calculation Distortions (Webinar) (26WA-2579)26WA-2579 | *Cost Accounting | Daly John L |
| 6/15/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethics Hour: Ethics is the Engine to Better Leadership -- Taking Action (Webinar) (26WA-2814)26WA-2814 | *How are ethics, trust and leadership interrelated*Why do we only follow ethical leaders*Why do our actions and behaviors matter*The value of ethical leaders*The need to communicate is crucial to gain trust | Minges Don Mims Robert |
| 6/24/2026 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Analytical Procedures for Not-for-Profits (Webinar) (26WA-2969)26WA-2969 | *How to leverage preliminary and substantive analytic procedures to improve the effectiveness and efficiency of financial statement audits*The required elements of a substantive analytic procedures to address detection risk*Tips and traps of applying an analytic approach to satisfy audit objectives*Explaining the usefulness of analyzing diverse trends and ratios in a nonprofit environment to meet the needs of various financial statement users*Common ratios and trends to assess liquidity, operating efficiency, leverage, and more | Louis Jennifer F |
| 6/29/2026 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Mental Illness and Depression: Understanding and Supporting Employees Under the ADA (Webinar) (26WA-2941)26WA-2941 | *Mental illness and depression*Americans with Disabilities Act (ADA) | |
| 6/29/2026 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Comprehensive Estate Planning: Administration and Postmortem Strategies (Webinar) (26WA-2401)26WA-2401 | *Introduction to Estate Administration*How to Read a last will and testament*Understanding the Entities*Administration the Estate and Orderly Process*The Probate process and the courts*Special Issues in Estate Administration*Postmortem Issues Regarding Income Taxation of Descendants and Estates*Post Mortem Opportunities on the Estate Income Tax Return*Available Post Mortem Estate Tax Elections*Portability Election*Disclaimers | Werner Arthur J |
| 6/8/2026 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Inventory, Expense and Payroll Fraud (Webinar) (26WA-2251)26WA-2251 | *Methods of committing inventory, expense and payroll fraud*What to look for when observing inventory*Detection of inventory fraud*How to recognize fictitious expenses*How to recognize altered expenses*Indicators of fake documentation*The three main reason we ask for documentation*Detection and prevention of ghost employees | Dycus Dennis F |
| 6/2/2026 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Head and Heart of Ethics (Webinar) (26WA-2295)26WA-2295 | *The difficult trade-offs in making choices.*Functioning in the 'gray' areas.*The value of trust.*How lack of accountability can lead to ethical issues. | Minges Don Mims Robert |
| 6/4/2026 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Liquidity and Uncertainty Disclosures for Not-for-Profits (Webinar) (26WA-2492)26WA-2492 | *Required disclosure related to liquidity and other significant uncertainties for fair presentation of financial statements*Evaluating the need for going concern and other uncertainty disclosures in the current environment | Louis Jennifer F |
| 6/11/2026 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Liquidity and Uncertainty Disclosures for Not-for-Profits (Webinar) (26WA-2684)26WA-2684 | *Required disclosure related to liquidity and other significant uncertainties for fair presentation of financial statements*Evaluating the need for going concern and other uncertainty disclosures in the current environment | Louis Jennifer F |
| 6/18/2026 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Global Internal Audit Standards Domain III: Part 1 (Webinar) (26WA-2983)26WA-2983 | *Internal Audit*GIAS*IPPF*Standards*Accounting*Internal Controls | Fountain Lynn |
| 6/30/2026 | 8 - 10:15 a.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
| Revenue Recognition in an Environment of Uncertainty (Webinar) (26WA-2285)26WA-2285 | *Alternatives to adopting Topic 842*Short-term lease and related-party leasing arrangements*Identifying lease agreements under the new rules*Proper treatment of lease incentives, leasehold improvements, and lease modifications | Louis Jennifer F |
| 6/3/2026 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Audit and Attest Quality Matters that Should be on Your Radar: Avoiding Common Deficiencies in SAS, SSARS and SSAE Engagements (Webinar) (26WA-2430)26WA-2430 | *Applying professional skepticism to ensure quality work*Meaningful risk assessment when designing work programs for various levels of services*Proper planning and supervision of all engagements*Accountant responsibilities for evaluating internal control*Strengthening analytic procedures to support conclusions*Complying with the Code of Professional Conduct and quality management standards | Louis Jennifer F |
| 6/9/2026 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Critical Technical Skills for CFOs and Controllers (Webinar) (26WA-2649)26WA-2649 | *A methodical approach to business and strategic planning*Overview of The Balanced Scorecard approach to creating key performance metrics*Common metrics for analyzing financial statements and trends*Accounting and finance role in Enterprise-wide Risk Management (ERM) | Louis Jennifer F |
| 6/17/2026 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Audit Risk Assessment in Plain English (Webinar) (26WA-2943)26WA-2943 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment | Pembrook Chris Crawford Frank W |
| 6/29/2026 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Comprehensive Estate Planning: Administration and Postmortem Strategies (Webinar) (26WA-2129)26WA-2129 | *Introduction to Estate Administration*How to Read a last will and testament*Understanding the Entities*Administration the Estate and Orderly Process*The Probate process and the courts*Special Issues in Estate Administration*Postmortem Issues Regarding Income Taxation of Descendants and Estates*Post Mortem Opportunities on the Estate Income Tax Return*Available Post Mortem Estate Tax Elections*Portability Election*Disclaimers | Werner Arthur J |
| 5/28/2026 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Treasury Circular 230 for EAs and Other Tax Preparers (Webinar) (26WA-2266)26WA-2266 | *Circular 230*Conflicts of interest*Loving case*RTRP*Other Ethical Issues*Fees*Qualifying continuing education | McLeod Allison M. |
| 6/2/2026 | 1 - 3 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| Stand Out: How to Create a Unique Employer Brand (Webinar) (26WA-1782)26WA-1782 | *Employer Brand*Talent Management*Future of Work*Onboarding New Hires | |
| 5/18/2026 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Getting On Top of it All: How to Work Smarter, Not Harder -- Part 1 (Webinar) (26WA-2852)26WA-2852 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all | Robinson Jonathan |
| 6/25/2026 | 10 a.m. - 1:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Five Ways Your Onboarding Process Fails to Engage and Retain New Hires (Webinar) (26WA-2124)26WA-2124 | *Employee Onboarding*Employee Experience*Employee Engagement*Communication*Leadership | |
| 5/28/2026 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Accounting for Leases (Webinar) (26WA-2929)26WA-2929 | *Accounting*Finance*Financial Statement Preparation | Fountain Lynn |
| 6/27/2026 | 4 - 6:25 p.m. | Online | 2.6 CPE (2.6 tech, 0 non-tech) | |
| What Does Fraud Look Like? (Webinar) (26WA-2478)26WA-2478 | *Why auditors fail to detect fraud*Usual vs an unusual transaction*Why fraud and stupid often look exactly the same*The importance of establishing the Perception of Detection*The number one reason fraud occurs*Looking for things that should be there*Looking for things that should not be there | Dycus Dennis F |
| 6/11/2026 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| HR's Role in Business Evolution: Strategy, Finance and Growth (Webinar) (26WA-2150)26WA-2150 | *Corporate Culture*Strategic Planning*Leadership*Staff Development*Use of Generative AI | Lindell James T |
| 5/28/2026 | 10 - 11 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Consulting Services Secrets (Webinar) (26WA-1819)26WA-1819 | *Identifying a consulting specialty*Building a practice and translating knowledge into products*Managing consulting projects*Marketing consulting projects*Building a referral network*Contingent fees*Professional standards for consultants | |
| 5/19/2026 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Audit Risk Assessment in Plain English (Webinar) (26WA-2353)26WA-2353 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment | Crawford Frank W Pembrook Chris |
| 6/6/2026 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Preparation, Compilation and Review Engagements (Webinar) (26WA-2734)26WA-2734 | *Auditing*Yellowbook | Veno Jaclyn M. |
| 6/20/2026 | 2 - 3:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Measuring Audit Risks (Webinar) (26WA-2822)26WA-2822 | *The planning process -- When it starts and when it ends*Determining the audit objectives*The importance of the nature, timing and extent of the audit process*The importance of professional skepticism*The preliminary engagement activities*Documentation of audit risk*Determining materiality | Dycus Dennis F |
| 6/24/2026 | 1 - 3:50 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| ACPEN Signature 2026: S Corporations Update (Webinar) (26WA-1925)26WA-1925 | *Making the S election.*Per share per day accounting rules.*Revenue procedures for curing various errors that can adversely affect S status.*Regulatory safe harbors for routine commercial agreements.*Employment tax issues. | Davis C. Clinton |
| 5/21/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Common Deficiencies in SSARS Engagements (Webinar) (26WA-2507)26WA-2507 | *Auditing*Yellowbook*SSARS | Galasso Melisa |
| 6/12/2026 | 8 - 11:45 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Role of Internal Audit in SOX Compliance (Webinar) (26WA-1965)26WA-1965 | *Designing work plans for compliance testing*Best practices for managing projects for effectiveness and efficiency*Ensuring quality Information Produced/Provider by the Entity (IPE) | Louis Jennifer F |
| 5/22/2026 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Employment Law 101 (Webinar) (26WA-2921)26WA-2921 | *Title VII*Americans With Disabilities Act*Age Discrimination in Employment Act*Family Medical Leave Act*Fair Labor Standards Act*Equal Pay Act*National Labor Relations Act*Fair Credit Reporting Act | Ackels Alana K. |
| 6/27/2026 | 3 - 4:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Controllership Series: Sales, Collections and Customer Credit (Webinar) (26WA-1795)26WA-1795 | *Accounting*Sales*Collections | Fountain Lynn |
| 5/18/2026 | 8 - 9:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Multiply Your Time: Tame Your To-Do List and Fight Distractions So You Can Get The Right Things Done (Webinar) (26WA-1977)26WA-1977 | *Personal Productivity*Optimizing Performance*Reducing Stress*Managing Time*Improving Results*Personal Development*Self Leadership*Self Awareness | |
| 5/23/2026 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Common Sense CFO: Balance Sheet Issues Walk through to Understand and Build Value (Webinar) (26WA-2996)26WA-2996 | *Typical accounting issues that impact the balance sheet*Where are the hidden issues in unrecorded liabilities?*What are unrecorded assets and why they matter?*Identification of and resolution of balance sheet challenges and changes*Communicating to your audience and stakeholders | Mims Robert |
| 6/30/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| White-Collar Crime: What Every CPA Should Know (Webinar) (26WA-2327)26WA-2327 | *Definitions of white-collar crime*White-collar crime characteristics and statistics*The CPA's role in combating white-collar crime | Cotton David L |
| 6/5/2026 | 1:30 - 3:15 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Technology For CPAs: Don't Get Left Behind (Webinar) (26WA-2069)26WA-2069 | *Emerging technologies all business professionals should know*Considerations associated with upgrading to Windows 11*Practical options for protecting your data*New features in commonly-used applications such as Excel and Adobe Acrobat DC | Stephens Tommy G |
| 5/27/2026 | 11 a.m. - 6:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Let's End Business Ethics (Webinar) (26WA-2346)26WA-2346 | *Ethics defined*Are there business ethics?*How to identify ethical issues*Deciphering your ethical code*Why ethical behavior is good for your business*How to make ethical decisions | Levy John F |
| 6/5/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Building Personal Leadership Skills (Webinar) (26WA-2471)26WA-2471 | *Leadership*Personality Types*Communication*Uses of AI in the work place | Lindell James T |
| 6/10/2026 | 2 - 6 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Common Yellow Book and Single Audit Deficiencies (Webinar) (26WA-2114)26WA-2114 | *Auditing*Yellowbook*COVID-related funds | Galasso Melisa |
| 5/28/2026 | 5 - 8:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Introduction to Forensic Accounting (Webinar) (26WA-2368)26WA-2368 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/6/2026 | 10 - 11:40 a.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| The Single Audit from Beginning to End Update (Webinar) (26WA-2277)26WA-2277 | *Introduction*Applicable AICPA standards*Applicable OMB Circular*Gathering information - determining the major programs*Identifying risk -- identifying the applicable compliance requirements*Assessing risk -- considering the internal controls over compliance requirements*Designing procedures that are responsive to assessed risks -- the tests of internal controls and compliance*Evaluating single audit evidence | Inzina J. Michael |
| 6/3/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's Ethics and Technology (Webinar) (26WA-2135)26WA-2135 | *Understanding the differences between ethics, morals, and laws*Key technology issues that can impact ethical behavior in businesses*Examples of potential ethical conflicts precipitated by modern technologies | |
| 5/28/2026 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| Fraud Unmasked: Understanding and Preventing White-Collar Crime (Webinar) (26WA-2319)26WA-2319 | *Fraud Prevention*Accounting*Business Ethics | Gallagher Chuck |
| 6/4/2026 | 6 - 7:40 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Navigating Leaves of Absence (Webinar) (26WA-1951)26WA-1951 | *Family Medical Leave Act - full time and intermittent*Americans With Disabilities Act*Special rules for managers*Handling fraud, abuse, and performance issues in connection with a leave of absence | Ackels Alana K. |
| 5/22/2026 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Bears Will Be Bears -- Fraudsters Too (Webinar) (26WA-2908)26WA-2908 | *Internal Controls*Fraud Prevention*Fraud Detection*Fraud Investigation | |
| 6/27/2026 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Embracing Neurodiversity in the Workplace (Webinar) (26WA-2716)26WA-2716 | *Neurodiversity | |
| 6/20/2026 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Yellow Book: From Beginning to End (Webinar) (26WA-1768)26WA-1768 | *Introduction*Foundation and principles*General requirements for complying with Government Auditing Standards*Ethics, independence and professional judgment*Competence and continuing professional education*Quality control and peer review*Standards for financial audits*Standards for attestation engagements and reviews of financial statements | Inzina J. Michael |
| 5/18/2026 | 8:15 a.m. - 4:15 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Audit Skills for Beginners (Webinar) (26WA-2762)26WA-2762 | *Professional skepticism -- Creating a mindset for finding fraud and error*Audit documentation basics -- Creating workpapers that pass review*The audit risk model -- Understanding the foundational principles*Internal control fundamentals - Satisfying the requirements for evaluating the design and implementation of internal control over financial reporting | Louis Jennifer F |
| 6/22/2026 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Taxation of Non-fungible Tokens (NFTs) (Webinar) (26WA-2798)26WA-2798 | *NFT basics*Classification of NFTs*Current Legislative and Policy Environment*Tax implications of creation, sales and exchanges of NFTs | McLeod Allison M. |
| 6/23/2026 | 2 - 3:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Change Management: Your Leadership Role for Aligning Profits and Culture (Webinar) (26WA-2658)26WA-2658 | *Why professional agility is critical, and how to develop it*Foundational models for change management*Proven strategies to prepare for change as individuals, teams & organizations*Implementing change: A how-to look*Leading through change for success of all involved | Mims Jane |
| 6/18/2026 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Not-for-Profit Accounting and Financial Reporting Explained (Webinar) (26WA-2489)26WA-2489 | *Discussion of financial reporting risks increased by the current economic environment, including increased uncertainty related to critical financial statement amounts and significant disclosures*Executive summary of recent Accounting Standards Updates*Overview of fair value disclosure requirements and implementation issues*Discussion of issues related to donor-restricted endowment funds*Classification of net assets and reclassifications*Endowments, including accounting, disclosures and UPMIFA*Noncascontributions*Contributions received and receivable*Expense recognition issues*Reporting expenses by function and nature*Other relevant matters unique to the nonprofit environment | Louis Jennifer F |
| 6/11/2026 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Global Internal Audit Standards Domain III: Part 2 (Webinar) (26WA-2737)26WA-2737 | *Internal Audit*Internal Controls*GIAS*Institute of Internal Auditors*Standards*Accounting | Fountain Lynn |
| 6/20/2026 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Working Through Grief and Loss: How to Build a Supportive Workplace (Webinar) (26WA-2789)26WA-2789 | *Employee Relations*Culture*Leadership*Employee Retention | |
| 6/23/2026 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's Excel Tips, Tricks and Techniques for Accountants (Webinar) (26WA-2154)26WA-2154 | *Fundamental Excel techniques all accounting and financial professionals should know and use*Creating date-based calculations in Excel*How to create Excel templates*Key options you should enable in Excel*Linking data in Excel | Stephens Tommy G |
| 5/29/2026 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| Leaders Eat Last: Why? (Webinar) (26WA-1822)26WA-1822 | *Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust | Minges Don |
| 5/19/2026 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Getting the Most When Selling a Business: Little Details to Get Top Value (Webinar) (26WA-2238)26WA-2238 | *What do buyers really want?*Steps to take so your business will be attractive to buyers*The process to prepare for a sale*The steps and timing *Pitfalls to avoid *The value of a strong advisory team*Key considerations | Minges Don |
| 6/2/2026 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Everyday Ethics: Ethics is Everywhere, All the Time! (Webinar) (26WA-2361)26WA-2361 | *Be careful of;*Whom you trust, and *What you easily dismiss.*Beware of our internal biases.*What are your biases?*The need to consider situations from multiple perspectives. | Karwic Richard A Minges Don |
| 6/6/2026 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Effective Coaching Strategies for High Performance (Webinar) (26WA-1990)26WA-1990 | *Coaching*Effective Communication*Problem Solving*Use of AI as a coaching tool | Lindell James T |
| 5/23/2026 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Walkin', Talkin', Lookin' and Listenin': Or Things Most of Us Don't Do Well (Webinar) (26WA-2696)26WA-2696 | *The importance of making yourself available*How to start a conversation and what to NOT talk about*The art of how to listen*When you don't understand what they just said*Don't fool by equivocations when they respond to a question*Materiality and perception | Dycus Dennis F |
| 6/19/2026 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The SECURE Act 2.0: Planning Opportunities for Individuals (Webinar) (26WA-1805)26WA-1805 | *Implications for individuals:*Changes to the Saver's Credit*Changing the required minimum distribution rules for Roth 401(k)s*Changes to required beginning dates for required minimum distributions of retirement plans.*Penalty-Free Withdrawals for Certain Emergency Expenses*Special provisions for firefighters and military personnel spouses*Increases in catch-up contributions*Impact on 529 plans*Opportunities for student loan payment matching | McLeod Allison M. |
| 5/18/2026 | 9 - 10:10 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Mastering Charitable Remainder Trusts and Form 5227 Compliance (Webinar) (26WA-1810)26WA-1810 | *Introduction to Charitable Remainder Trusts (CRTs)*Types of CRTs and their Benefits*Formation and Funding of CRTs*Identifying Suitable Candidates for CRTs*Understanding Form 5227: An Overview*Line-by-Line Breakdown of Form 5227*Reporting Trust Assets and Income*Distributions and Charitable Beneficiaries*Compliance Updates and Recent Changes to Form 5227*Best Practices for Accurate Completion and Filing | Werner Arthur J |
| 5/18/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Global Internal Audit Standards Domain V: Part 2 (Webinar) (26WA-2831)26WA-2831 | *Internal audit*Standards Institute of Internal Auditors*GIAS*IPPF | Fountain Lynn |
| 6/24/2026 | 10 - 11:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Preparing and Reviewing Workpapers for Higher Quality Audits (Webinar) (26WA-2125)26WA-2125 | *The primary purpose of workpaper documentation, and minimum documentation requirements for workpaper preparers*Best practices for documenting complex and subjective procedures and conclusions, such as estimates, substantive analytic procedures, etc. that impact the nature and extent of audit documentation needed to support audit conclusions*Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit*Tips for an efficient workpaper review process that complies with relevant standards | Louis Jennifer F |
| 5/28/2026 | 1 - 4:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Controller Function: Strategic and Annual Planning (Webinar) (26WA-2543)26WA-2543 | *Accounting*Finance*Auditing | Fountain Lynn |
| 6/13/2026 | 10 - 11:15 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Ask Me No Questions and I Will Tell You No Lies: The Art of Interviewing and Interrogation (Webinar) (26WA-2821)26WA-2821 | *Defining an interview*Why we choose to believe or not believe someone*Types of individuals you will be talking with*Why people lie*Types of liars*Unsharable needs*Verbal and nonverbal clues*How to listen*Obtaining a confession | Dycus Dennis F |
| 6/24/2026 | 11 a.m. - 1:55 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Staff Retention: Keep the Best People (Webinar) (26WA-1861)26WA-1861 | *Remote workforce*Employee retention*Staff turnover | Daly John L |
| 5/20/2026 | 11 a.m. - 2 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| Working Through Grief and Loss: How to Build a Supportive Workplace (Webinar) (26WA-2218)26WA-2218 | *Employee Relations*Culture*Leadership*Employee Retention | |
| 6/1/2026 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Ethics Hour: Dealing With Conflicts of Interest -- Members in Business and Industry (Webinar) (26WA-2002)26WA-2002 | *The multi-step process to address conflicts of interest*How to remedy threats*Preparing to defend your actions or inactions*Causes of conflicts of interest | Minges Don |
| 5/26/2026 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Securing Executive Buy-In for Your Initiatives: Communication Techniques to Persuade Decision-Makers (Webinar) (26WA-2864)26WA-2864 | *Persuasion*Executive Buy-In*Communication*Leadership | |
| 6/25/2026 | 5 - 6:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Controllership Series: Sales, Collections and Customer Credit (Webinar) (26WA-2281)26WA-2281 | *Accounting*Sales*Collections | Fountain Lynn |
| 6/3/2026 | 10 - 11:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| New PCAOB Quality Control Standard Overview (Webinar) (26WA-2343)26WA-2343 | *Background of the new PCAOB Quality Control Standard*Overview of the elements of a quality control system*Examples of quality risks and potential responses*Highligts of what is different between the AICPA Quality Management Standard | Louis Jennifer F |
| 6/5/2026 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The ABCs of Advisory Services (Webinar) (26WA-2520)26WA-2520 | *Understanding the concept of "Integrated Planning" (financial, estate, asset protection, and tax planning)*Changes in the landscape of a tax practitioner's practice*The bridging of services*Getting started -- Where do your clients fail?*Understanding the primary planning issues for all clients*Estate and Gift issues*Traps, pitfalls, and tips in planning*Practical steps in establishing a tax advisory and wealth management services practice*Domicile issues | Werner Arthur J |
| 6/12/2026 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Shortcuts to Personal and Professional Success (Webinar) (26WA-1828)26WA-1828 | *What really leads to success in the modern world*The five things that correlate with fulfillment*The five skills that lead to personal success*Why inner technology is so important to succeed*Mastering the Art of Communication*Why communication is so important*The five mistakes people often make when they communicate*How to solve problems without bruising egos*How to get people to want to work with you*The Magic of Motivation:*The key to success is consistency*Why people normally don't stay motivated, and how to overcome this*Why procrastination is a problem, and how it can be easily handled*How to motivate other people*Overcoming Your Fears*Why people have fears, and how they can be overcome*The three skills needed to overcome any fear*Identifying the fears that stop you, and creating a plan to overcome them*What makes people really happy--and what doesn't*The 3 most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to tap into a greater sense of purpose and meaning*How to use positive psychology principles to help your business | Robinson Jonathan |
| 5/19/2026 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Leading and Managing the Accounting Department (Webinar) (26WA-2470)26WA-2470 | *Accounting*Leadership*Management | Lindell James T |
| 6/10/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Managing Your Money in Retirement (Webinar) (26WA-2688)26WA-2688 | *Social Security*Retirement*Asset allocation*Fraud | Daly John L |
| 6/19/2026 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Auditing for Fraud (Webinar) (26WA-2160)26WA-2160 | *Auditing*Fraud | Dycus Dennis F |
| 5/29/2026 | 11 a.m. - 1:15 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Data Extraction, Transformation and Validation: The Right Data Sources for Analysis (Webinar) (26WA-2389)26WA-2389 | *Understand various data types*Structured vs. unstructured data*Completeness and validation testing*Selecting the right data sources for the job*Risks and pitfalls to avoid | Walden Vincent |
| 6/8/2026 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Global Internal Audit Standards Domain V: Part 1 (Webinar) (26WA-2674)26WA-2674 | *Internal Audit*Internal Controls*Standards*Institute of Internal Auditors | Fountain Lynn |
| 6/18/2026 | 4 - 5:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Corporate Ethics Cases: Discuss Real Life Conflicts (Webinar) (26WA-1981)26WA-1981 | *Can you protect the public interest without violating our profession's confidentiality rules?*How can a corporate world CPA get in trouble with their board of accountancy?*Is a culture of fear and intimidation particularly susceptible to corporate fraud?*How can using the CPA credential get a corporate accountant in trouble?*Is exaggerating your CPE hours a violation of our professional codes of conduct?*What are your options when your employer is clearly breaking the law?*Does any legislation provide effective Whistleblower protection? | Daly John L |
| 5/23/2026 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Measuring Audit Risks (Webinar) (26WA-2302)26WA-2302 | *The planning process -- When it starts and when it ends*Determining the audit objectives*The importance of the nature, timing and extent of the audit process*The importance of professional skepticism*The preliminary engagement activities*Documentation of audit risk*Determining materiality | Dycus Dennis F |
| 6/4/2026 | 9 - 11:50 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| HR's Role in Business Evolution: Strategy, Finance and Growth (Webinar) (26WA-3006)26WA-3006 | *Corporate Culture*Strategic Planning*Leadership*Staff Development*Use of Generative AI | Lindell James T |
| 6/30/2026 | 8 - 9 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Preparation, Compilation and Review Engagements (Webinar) (26WA-2511)26WA-2511 | *Auditing*Yellowbook | Veno Jaclyn M. |
| 6/12/2026 | 12 - 1:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Neurodiversity and Productivity: Include More Minds to Make the Most of Your Time (Webinar) (26WA-2092)26WA-2092 | *Neurodiversity*Productivity*Leadership*Management*Communication*Inclusion*Culture*Empathy | |
| 5/28/2026 | 2:30 - 3:45 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Budget Mastery: The Human Side of Budgeting -- Navigating People's Issues with 360 Insight (Webinar) (26WA-2105)26WA-2105 | *Understanding your own leadership tendencies and applying them to your strengths?*Understanding core personality types*Learning what type of person you are?*Managing and coping with the budget team*Effectively dealing with the A, B, C and other players? | Mims Robert |
| 5/28/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Employment Law 101 (Webinar) (26WA-2597)26WA-2597 | *Title VII*Americans With Disabilities Act*Age Discrimination in Employment Act*Family Medical Leave Act*Fair Labor Standards Act*Equal Pay Act*National Labor Relations Act*Fair Credit Reporting Act | Ackels Alana K. |
| 6/16/2026 | 1 - 2:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Mastering the Three Pillars of Cybersecurity: Exploring the Technology Pillar (Webinar) (26WA-1773)26WA-1773 | *Technology*Cybersecurity | Melloy Jon |
| 5/18/2026 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Revenue Recognition Topic 606 Contract with Customers: Identify the Contract, Part 2 (Webinar) (26WA-1786)26WA-1786 | *Revenue Recognition*Accounting | Fountain Lynn |
| 5/18/2026 | 10 - 11:10 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Revenue Recognition: Determine the Transaction Price, Part 1 (Webinar) (26WA-2244)26WA-2244 | *Revenue Recognition*Accounting | Fountain Lynn |
| 6/2/2026 | 4 - 5:10 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Mergers and Acquisitions: Tips and Speed Bumps to Avoid (Webinar) (26WA-2881)26WA-2881 | *Making strategic acquisitions*Identifying potential acquisition candidates*Alternatives to M&A*Identifying and understanding organizational culture*Understanding the keys to effective and efficient due diligence*Planning and executing an effective integration*Key considerations | Karwic Richard A |
| 6/26/2026 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Role of Internal Audit in SOX Compliance (Webinar) (26WA-2431)26WA-2431 | *Designing work plans for compliance testing*Best practices for managing projects for effectiveness and efficiency*Ensuring quality Information Produced/Provider by the Entity (IPE) | Louis Jennifer F |
| 6/9/2026 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Five Amazing Business Books in 100 Minutes (Webinar) (26WA-2411)26WA-2411 | *"Leaders Eat Last", by Simon Sinek* "Zero to One" by Peter Thiel* "American Icon" by Bryce Hoffman*"Slide:ology" by Nancy Duarte*"Brain Rules" by John Molina | Minges Don |
| 6/9/2026 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Beyond the Basics of SSARS and Nonattest Services: Are You Certain You Are in Compliance? (Webinar) (26WA-2126)26WA-2126 | *Preventing malpractice claims related to nonattest accounting services*Identifying and safeguarding independence threats when issuing attest reports*Establishing an understanding with the client regarding non-audit services*Defining the varying levels of responsibility for accountants performing non-audit services*Performing compilations and reviews effectively and efficiently, including nature and extent of documentation considerations*Practice performing analytical review procedures appropriately, including developing proper advance expectations for review engagements*Properly considering going concern, subsequent events, and other disclosure matters*Common issues related to peer reviews, including recurring reporting problems*Applying financial analysis best practices to help your clients better interpret their financial results | Louis Jennifer F |
| 5/28/2026 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Thinking Like an Auditor When Preparing Your Financial Statements (Webinar) (26WA-2429)26WA-2429 | *Determining an appropriate sense of quantitative and qualitative materiality*Identifying the critical components of the financial statements that matter most to financial statement users*Evaluating where the financial statements are most likely to contain material fraud and error, and ensuring adequate internal control and monitoring to mitigate those risks | Louis Jennifer F |
| 6/9/2026 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Productivity Hacks for Working Remotely (Webinar) (26WA-2068)26WA-2068 | *Virtual Work*Remote Work*Telecommuting*Flexible Work Options | |
| 5/27/2026 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| HR Investigations Episode 3: Gathering, Analyzing, Reporting (Webinar) (26WA-2275)26WA-2275 | *Documentary evidence gathering and analysis*Site visits*Surveillance*Analysis by comparison and contrast*Analysis by quantifying and connecting*Analysis by identifying patterns*Written reports*Testifying | |
| 6/3/2026 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Liquidity and Uncertainty Disclosures for Not-for-Profits (Webinar) (26WA-2228)26WA-2228 | *Required disclosure related to liquidity and other significant uncertainties for fair presentation of financial statements*Evaluating the need for going concern and other uncertainty disclosures in the current environment | Louis Jennifer F |
| 6/1/2026 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Business Longevity: Stabilize, Strengthen and Succeed (Webinar) (26WA-1989)26WA-1989 | *Business Management*Strategic Planning*The role of AI in Business | Lindell James T |
| 5/23/2026 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Common Sense CFO: Dealing with Ever Changing Accounting Standards and Strategy Demands (Webinar) (26WA-2438)26WA-2438 | *Understanding the modern finance and accounting organization chart*GAAP accounting changes*Why so many changes?*The speed of change and complexity*Accepting reality*Recognizing and fixing the top five accounting problems and errors*Leases*Revenue*Management estimates*Why is strategy necessary?*What is strategy?*The two keys to strategy?*Why do some financial leaders lack strategic skills?*Balancing strategy with our day-to-day roles | Mims Robert |
| 6/9/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ACPEN Signature 2026: S Corporations Update (Webinar) (26WA-2578)26WA-2578 | *Making the S election.*Per share per day accounting rules.*Revenue procedures for curing various errors that can adversely affect S status.*Regulatory safe harbors for routine commercial agreements.*Employment tax issues. | Davis C. Clinton |
| 6/15/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Not-for-Profit Internal Control: Practical Insights Into Mitigating Financial Reporting, Compliance and Other Risks (Webinar) (26WA-2495)26WA-2495 | *Recognizing the importance of each of the key components of a sound system of internal controls over financial reporting, regardless of a nonprofit entity's nature, size or complexity*Understanding the critical role of information technology (IT) general and application controls to reliable financial reporting, even in less-complex IT environments*Exercise in documenting an understanding of the design of internal controls for common classes of transactions for nonprofit entities*Identifying and evaluating the sufficiency of key controls to satisfy control objectives*Understanding the importance of verifying whether an understanding of the design of internal controls has actually been "implemented", and how to exactly go about doing that | Louis Jennifer F |
| 6/11/2026 | 12 - 3:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Devious Ethics: Avoiding Snakes in Suits (Webinar) (26WA-2499)26WA-2499 | *Discuss psychopathy's symptoms*Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules*Look at precautions you should take when considering a new boss or employee*Help identify someone who might con you or your company | Daly John L |
| 6/12/2026 | 9 - 10:55 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Introduction to Forensic Data Analytics (Webinar) (26WA-2093)26WA-2093 | *Data analytics*Key fraud risk management guidance documents*Data analytics frameworks*Leading techniques and innovations for preventing and detecting fraud | Walden Vincent |
| 5/28/2026 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Financial Acumen for Today's HR Leader (Webinar) (26WA-1992)26WA-1992 | *Financial Statement Insight*Trend Analysis*Financial Benchmarks | Lindell James T |
| 5/23/2026 | 10 - 11 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Emerging Innovations in Forensic Data Analytics, Crypto Currencies, and AI and ChatGPT (Webinar) (26WA-2880)26WA-2880 | *AI and ChatGPT*Machine learning & predictive transaction tagging*Profiles of an improper or corrupt vendor payment*Data Sharing Consortium and Split Learning Techniques*Cryptocurrency trends and applications from an accountant's perspective | Walden Vincent |
| 6/26/2026 | 2 - 3:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Cash Management: Strategies for Long-Term Success (Webinar) (26WA-1944)26WA-1944 | *Developing short-term cash flow projections*How do we assure adequate cash availability without having idle cash?*Take advantage of your bank's cash management services*Working capital loans*Controlled disbursement accounts*Sweep accounts and other short-term investments*ACH transactions*Direct transfers*Lock boxes*Credit and collections*Reconciliation frequency*Managing cash short-falls | Daly John L |
| 5/22/2026 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Improving Productivity With Microsoft 365/Office 365 Cloud Applications (Webinar) (26WA-2184)26WA-2184 | *Understanding the Cloud-based options available in a Microsoft 365/Office 365 environment*How to use tools such as Teams, Planner, and Power Automate*Storing data in SharePoint Online and OneDrive for Business | Stephens Tommy G |
| 5/30/2026 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Ultimate Small Business HR Guide: Essential Tips for Success (Webinar) (26WA-2942)26WA-2942 | *Small Business Management | |
| 6/29/2026 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Just Ask Why: Searching for Answers, Generating Solutions (Webinar) (26WA-2289)26WA-2289 | *The basic benefits of why*The 5-15 report *Curiosity and creativity | O'Brien William |
| 6/4/2026 | 1:30 - 5:05 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Advanced Negotiations: Never Split the Difference (Webinar) (26WA-2891)26WA-2891 | *Negotiations*Business Management | Daly John L |
| 6/26/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Revenue Recognition: Recognize Revenue (Webinar) (26WA-2246)26WA-2246 | *Revenue Recognition*Accounting | Fountain Lynn |
| 6/2/2026 | 10 - 11:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Business Federal Tax Update: Navigating the Current Tax Landscape (Webinar) (26WA-2082)26WA-2082 | *Thorough exploration of essential IRC Sections pertinent to business income taxation*Comprehensive assessment of recent changes and updates in business taxation*Examination of business changes arising from significant legislative updates*Analysis of pertinent tax code sections, including Section 199A*Addressing tax considerations for various business schedules (C, F, and E)*Navigating partnership, corporation, and LLC taxation issues*Unpacking the complexities of COVID-19-related subsidies and their tax implications*Interaction of Code Section 461(l) with Section 382 and carryover rules*Understanding defaulted loans, bankruptcy implications, and their tax treatment*Grasping the impact of the CARES, HEROES, and HEALS acts on business income taxation*Special rules governing the business use of a home*Reporting requirements for converting personal use property to business use | Werner Arthur J |
| 5/27/2026 | 1 - 9 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Hiring Remotely: Using Personality Assessments for Better Hiring Decisions (Webinar) (26WA-2966)26WA-2966 | *Remote Hiring Best Practices*Personality Assessments in Hiring*Effective Integration of Personality Assessments*Minimizing Bias and Ensuring Cultural Fit | |
| 6/29/2026 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Forensic and Fraud Interviewing Techniques and Skills (Webinar) (26WA-2168)26WA-2168 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 5/29/2026 | 4 - 6 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| Global Internal Audit Standards Domain II: Part 2 (Webinar) (26WA-2119)26WA-2119 | *Internal Audit*Standards*GIAS*Accounting*Internal Controls | Fountain Lynn |
| 5/28/2026 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Mergers and Acquisitions: Tricks, Traps and Terrors (Webinar) (26WA-1814)26WA-1814 | *Business Management*Organization | Lindell James T |
| 5/18/2026 | 9 a.m. - 12:50 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
| Interview Techniques and Detecting Deception (Webinar) (26WA-2715)26WA-2715 | *Interview techniques*Signs of Verbal and Non-verbal communication*Planning and preparing for an interview | |
| 6/20/2026 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Global Internal Audit Standards Domain III: Part 2 (Webinar) (26WA-2482)26WA-2482 | *Internal Audit*Internal Controls*GIAS*Institute of Internal Auditors*Standards*Accounting | Fountain Lynn |
| 6/11/2026 | 4 - 5:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Rewards and Recognition Strategies for Leaders (Webinar) (26WA-2067)26WA-2067 | *Leadership*Recognition*Total Rewards*Employee Engagement | |
| 5/27/2026 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Motives and Mystery of Ethics: Understanding the Why (Webinar) (26WA-2537)26WA-2537 | *Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions | Mims Robert |
| 6/13/2026 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| HR's Role in Business Evolution: Strategy, Finance and Growth (Webinar) (26WA-1994)26WA-1994 | *Corporate Culture*Strategic Planning*Leadership*Staff Development*Use of Generative AI | Lindell James T |
| 5/23/2026 | 12 - 1 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| K2's Effective Automation and Outsourcing (Webinar) (26WA-1831)26WA-1831 | *Overview of how firms and businesses currently use automation and outsourcing*Discussion of the management and regulatory compliance issues with offshore and onshore outsourcing use in small and mid-size organizations*Review of which tasks are best suited for offshoring, which solutions are best for onshore outsourcing, and which solutions can be solved with technology*Discussion of specific solution providers which provide solutions for tax and accounting firms as well as internal accounting departments | Tankersley Brian F |
| 5/19/2026 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Forensic and Fraud Interviewing Techniques and Skills (Webinar) (26WA-2367)26WA-2367 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/6/2026 | 8 - 10 a.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| AI and You (Webinar) (26WA-2010)26WA-2010 | *Leadership*Future of Work*Workforce Planning*Change Management*Technology in HR*Job Redesign | Cadigan Steve |
| 5/26/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Defending Your Workplace Culture: Tackling the Four Biggest Threats to Your Team Engagement and Cohesion (Webinar) (26WA-2121)26WA-2121 | *Workplace Culture*Team Culture*Employee Engagement*Employee Experience*Communication*Leadership | |
| 5/28/2026 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's Using OneNote More And Email Less (Webinar) (26WA-1980)26WA-1980 | *Using OneNote as a powerful reference resource*Learn how to move your emails into OneNote*Share OneNote with a group of people and communicate within a notebook rather than email | Clark Connie |
| 5/23/2026 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Seven High Quality Questions That Lead to Success and Solutions (Webinar) (26WA-2201)26WA-2201 | *Tolerations*Goal setting*Gratitude*Setting a 'tone' of success*Priorities as a means to mindful living*Reflection & Planning as tools to generate clarity & intention*Connecting with the wise resource often overlooked in business models | |
| 5/30/2026 | 12 - 2:10 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | |
| Coaching Leaders to Handle Sensitive Employee Relations Situations (Webinar) (26WA-2325)26WA-2325 | *Employee complaints*Personality & attitude problems*Performance counseling*Personal hygiene problems*Disability-related performance issues*Misconduct due to mental conditions | Mirarchi Michael |
| 6/5/2026 | 1:30 - 2:35 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| The Single Audit from Beginning to End Update (Webinar) (26WA-2447)26WA-2447 | *Introduction*Applicable AICPA standards*Applicable OMB Circular*Gathering information - determining the major programs*Identifying risk -- identifying the applicable compliance requirements*Assessing risk -- considering the internal controls over compliance requirements*Designing procedures that are responsive to assessed risks -- the tests of internal controls and compliance*Evaluating single audit evidence | Inzina J. Michael |
| 6/10/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Federal Tax Update: C and S Corporations, Partnerships and LLCs (Forms 1120, 1120S and 1065) (Webinar) (26WA-2079)26WA-2079 | *Discuss the most recent business income tax legislation passed to date*Review numerous business income tax provisions including but not limited to the 20% qualified business income (QBI) deduction; changes to NOLs, Section 461(l) business loss limitations, Section 163(j) business interest deduction limitations, accounting method changes, depreciation, fringe benefits and entertainment expenses*Brush up on issues related to compensation, distributions, liquidations, self-employment taxes and retirement plan*Look at any changes to the Forms 1120, 1120S, and 1065 and other related schedules and forms | Garverick Pat |
| 5/27/2026 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Relationship Networking: The Art of Conversation (Webinar) (26WA-2530)26WA-2530 | *Networking*Replatinship Management | |
| 6/13/2026 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Introduction to Forensic Data Analytics (Webinar) (26WA-2843)26WA-2843 | *Data analytics*Key fraud risk management guidance documents*Data analytics frameworks*Leading techniques and innovations for preventing and detecting fraud | Walden Vincent |
| 6/25/2026 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Employee Theft: Understanding the Why and Preventing the Loss (Webinar) (26WA-2741)26WA-2741 | *Employee Theft*Prevention | Gallagher Chuck |
| 6/20/2026 | 2 - 4 p.m. | Online | 2.4 CPE (0 tech, 2.4 non-tech) | 2.4 Ethics |
| Global Internal Audit Standards Domain III: Part 1 (Webinar) (26WA-2736)26WA-2736 | *Internal Audit*GIAS*IPPF*Standards*Accounting*Internal Controls | Fountain Lynn |
| 6/20/2026 | 4 - 6:15 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
| Sampling: Avoiding Common Mistakes on Financial Statement and Compliance Audits (Webinar) (26WA-2620)26WA-2620 | *Types of sampling and sampling risk*Differentiating statistical and nonstatistical sampling approaches*Attribute testing for tests of controls and compliance*Variables sampling for substantive audit assurance when performing tests of details*Determining sample sizes in a compliance audit in conformance with Uniform Guidance | Louis Jennifer F |
| 6/16/2026 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Combatting Sexual Harassment in the Workplace (Webinar) (26WA-2598)26WA-2598 | *Sexual harassment prevention*Company culture | Ackels Alana K. |
| 6/16/2026 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's AI: Security and Privacy Issues (Webinar) (26WA-1966)26WA-1966 | *Major provisions of security and privacy policies*Key risks associated with using commercial AI tools*Steps to take to mitigate AI security and privacy risks | Stephens Tommy G |
| 5/22/2026 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Ethics Hour: Ethics is the Engine to Better Leadership -- Taking Action (Webinar) (26WA-2912)26WA-2912 | *How are ethics, trust and leadership interrelated*Why do we only follow ethical leaders*Why do our actions and behaviors matter*The value of ethical leaders*The need to communicate is crucial to gain trust | Mims Robert Minges Don |
| 6/27/2026 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Promote Internal Whistleblowing and Succeed in Creating a Strong Speak Up Culture (Webinar) (26WA-1877)26WA-1877 | *Speak up culture*Encouraging internal whistleblowing*Ethical culture*Internal complaint reporting processes | |
| 5/20/2026 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| How to Get a Better Return on Financial Statement Audits: Avoiding the Most Misapplied Risk-Based Audit Concepts (Webinar) (26WA-2488)26WA-2488 | *Properly assessing inherent, control, and fraud risk on an engagement, and linking the results to an appropriately tailored detailed audit plan based on risk assessment and client service goals, regardless of entity type (for-profit, nonprofit, governmental)*Leveraging strong substantive analytic procedures as audit evidence to cut back on tests of details*The most common efficiency opportunities for tailoring your audit approach based on risk*How to use the workpaper review process as a tool for producing a more effective and efficient engagement*Using audit documentation to enhance audit quality, while ensuring every workpaper has a purpose*How to use the client to your advantage in planning and performing the audit*Learn how to get the engagement out the door -- on time and on budget! | Louis Jennifer F |
| 6/11/2026 | 9 a.m. - 4:35 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Not-for-Profit Accounting and Financial Reporting Explained (Webinar) (26WA-2866)26WA-2866 | *Discussion of financial reporting risks increased by the current economic environment, including increased uncertainty related to critical financial statement amounts and significant disclosures*Executive summary of recent Accounting Standards Updates*Overview of fair value disclosure requirements and implementation issues*Discussion of issues related to donor-restricted endowment funds*Classification of net assets and reclassifications*Endowments, including accounting, disclosures and UPMIFA*Noncascontributions*Contributions received and receivable*Expense recognition issues*Reporting expenses by function and nature*Other relevant matters unique to the nonprofit environment | Louis Jennifer F |
| 6/25/2026 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Controller Function: Inventory, Part 2 -- Valuation, Inventory Methods and Inventory Fraud (Webinar) (26WA-2928)26WA-2928 | *Accounting*Finance*Procurement*Inventory | Fountain Lynn |
| 6/27/2026 | 2 - 3:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Preparing and Reviewing Workpapers: Essential Tips for Avoiding Deficient Audit and Other Attest Engagements (Webinar) (26WA-2763)26WA-2763 | *Best practices for documenting complex and subjective procedures and conclusions, such as estimates, substantive analytic procedures, etc. that impact the nature and extent of audit documentation needed to support audit conclusions*Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit*Tips for an efficient workpaper review process that complies with relevant standards*Understanding the quality control standards and guidance related to a CPA firm's responsibilities for its system of quality control*Explain the importance of establishing, applying, and monitoring quality control policies and procedures related to audit documentation | Louis Jennifer F |
| 6/22/2026 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Best-in-Class Recruiting Strategies (Webinar) (26WA-1829)26WA-1829 | *Recruiting & Retention*Talent Management*Employee Engagement | |
| 5/19/2026 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Fringe Benefits and Compensation Planning: Today and Beyond (Webinar) (26WA-2522)26WA-2522 | *Fringe Benefit Planning Fundamentals*Strategies Tailored for Business Owners and Employees*Navigating IRC Section 132 Fringe Benefit Option*Cafeteria Plans Demystified*Tax Management in Compensation Planning*Understanding the Implications of Dependent Care and Educational Assistance Plans*Implementing Flexible Spending Account Plans Effectively*Design Features and Regulations of Group Term Life Insurance Plans*Medical Savings Accounts Regulations*Financing Options for Retiree Medical Benefits*Health Care Benefits: Insured Plan vs. HMO Comparison*ERISA Reporting and Disclosure Requirements*IRC Common Control RulesOverview of Age and Sex Discrimination Rules | Werner Arthur J |
| 6/12/2026 | 10:30 a.m. - 6:15 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Treasury Circular 230 for EAs and Other Tax Preparers (Webinar) (26WA-2711)26WA-2711 | *Circular 230*Conflicts of interest*Loving case*RTRP*Other Ethical Issues*Fees*Qualifying continuing education | McLeod Allison M. |
| 6/19/2026 | 10 a.m. - 12 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| The SECURE Act 2.0: Planning Opportunities for Employers (Webinar) (26WA-1804)26WA-1804 | *Implications for Employers*Starter Section 401(k) plans for small employers*Requiring automatic 401(k) enrollment*Improving worker access to emergency savings*Increasing part-time workers' access to retirement accounts*Statute of Limitations on excise taxes imposed on overcontributions to retirement plans*Multiple employer Section 403(b) plans*Automatic portability provisions*Other changes in the administration of company retirement plans | McLeod Allison M. |
| 5/18/2026 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Critical "Soft" Skills for CFOs and Controllers (Webinar) (26WA-2650)26WA-2650 | *Tips for being a balanced leader-manager*Adapting to various personality styles*Tips for coaching millennials and beyond*Best practices for managing organizational change | Louis Jennifer F |
| 6/17/2026 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Estate and Financial Planning for the Older Client (Webinar) (26WA-1929)26WA-1929 | *Medicare and Health Insurance Options*Life Insurance Strategies for Elders*Social Security Planning Considerations*Medicaid Planning and Trusts*Retirement Account Optimization Techniques*Tailored Estate Planning for Older Clients*Long-Term Care and Housing Alternatives*Gifting Strategies in Estate Planning*Unique Financial Challenges of Aging Clients | Werner Arthur J |
| 5/21/2026 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| GASB 96 -- SBITA, GASB 94 -- P3, and GASB 87 -- Leases (Year 2) (Webinar) (26WA-2181)26WA-2181 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 | Pembrook Chris Crawford Frank W |
| 5/30/2026 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Taxation of Judgements and Settlements (Webinar) (26WA-2709)26WA-2709 | *Types of damages or remedies that can be awarded or agreed upon pursuant to litigation.*Review of the Internal Revenue Code and regulations governing the taxation of various types of litigation payments.*Suggestions for drafting pleadings or settlement agreements. | McLeod Allison M. |
| 6/19/2026 | 9 - 11:05 a.m. | Online | 2.4 CPE (2.4 tech, 0 non-tech) | |
| Critical "Soft" Skills for CFOs and Controllers (Webinar) (26WA-2936)26WA-2936 | *Tips for being a balanced leader-manager*Adapting to various personality styles*Tips for coaching millennials and beyond*Best practices for managing organizational change | Louis Jennifer F |
| 6/27/2026 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Global Internal Audit Standards Domain IV: Part 2 (Webinar) (26WA-2739)26WA-2739 | *Internal audit*Standards*GIAS*Accounting*Auditing | Fountain Lynn |
| 6/20/2026 | 12 - 1:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Allison McLeod's Federal Tax Updates for Business Entities - 4 Hour (Webinar) (26WA-2461)26WA-2461 | *Current business entity tax issues*Any current tax legislation occurring during the period*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues | McLeod Allison M. |
| 6/10/2026 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's Eight Awesome PivotTable Features (Webinar) (26WA-2194)26WA-2194 | *Adding user-defined calculations to PivotTables*Enhancing PivotTables with Key Performance Indicators*Using PivotTables to consolidate "standard" Excel reports*Creative ways to filter PivotTables*Linking accounting software data into PivotTables | Stephens Tommy G |
| 5/30/2026 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| ProActive Response: Active Shooter Training -- Recognize. Respond. Survive. (Webinar) (26WA-2100)26WA-2100 | *Early Warning Signs*Concerning Behavior Changes*Getting out*Barricading your area*Fighting for survival*Disarming the assailant*Tourniquets (commercial and improvised)*Pressure Dressings*Chest Seals | Sexton Andy Ayers Chad |
| 5/28/2026 | 3 - 4:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| K2's Small Business Accounting Solutions and Add-Ons (Webinar) (26WA-2156)26WA-2156 | *Current landscape of small business accounting software*Strengths and limitations of critical solutions*Effective add-ons and integrations*Implementation strategies | Johnston Randolph P |
| 5/29/2026 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Sampling: Avoiding Common Mistakes on Financial Statement and Compliance Audits (Webinar) (26WA-2288)26WA-2288 | *Types of sampling and sampling risk*Differentiating statistical and nonstatistical sampling approaches*Attribute testing for tests of controls and compliance*Variables sampling for substantive audit assurance when performing tests of details*Determining sample sizes in a compliance audit in conformance with Uniform Guidance | Louis Jennifer F |
| 6/3/2026 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Client Accounting Services for CPA Firms: Strategies for Growth and Success (Webinar) (26WA-2037)26WA-2037 | *CAS overview to understand the service offerings, client needs, and market opportunities*Selecting technology tools in CAS for accounting, workflow, and client collaboration*Designing Service Delivery Models that are scalable and efficient processes for CAS*Managing client relationships and setting expectations to deliver consistent value*Evaluating pricing strategies, including fixed fee, subscription, and other pricing models*Ensuring governance and meeting regulatory standards for data security and compliance*Adapting to emerging technologies and evolving client demands to future-proof the practice | Stephens Tommy G |
| 5/26/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: Overhead, Direct and Indirect Costs and Allocation Methods (Webinar) (26WA-2334)26WA-2334 | *Accounting*Finance*Procurement*Operations | Fountain Lynn |
| 6/5/2026 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Ethical Leadership: Power, Influence, Integrity and Trust (Webinar) (26WA-2534)26WA-2534 | *The difference between personal power and positional power*How proper use of power can be used to influence an ethical culture*Leadership requires trust*Knowing why trust cannot exist without credibility*Understanding why ethics and trust require one another*Appreciating the competitive benefits of commitment to ethical leadership | Karwic Richard A |
| 6/13/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Profitability Pricing: Boost Your Bottom Line (Webinar) (26WA-1941)26WA-1941 | *Competitive bids*Achieving target profitability | Daly John L |
| 5/22/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics Aren't for the Byrdes in Ozark (Webinar) (26WA-2272)26WA-2272 | *Ethical business behavior*Ethical business decisions*Ethical management decisions*Ethical decisions in human resource management | |
| 6/3/2026 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Controllership Series: The Controller's Role in Financial Forecasting (Webinar) (26WA-2679)26WA-2679 | *Accounting*Finance | Fountain Lynn |
| 6/18/2026 | 2 - 3:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| The Role of Internal Audit in SOX Compliance (Webinar) (26WA-2646)26WA-2646 | *Designing work plans for compliance testing*Best practices for managing projects for effectiveness and efficiency*Ensuring quality Information Produced/Provider by the Entity (IPE) | Louis Jennifer F |
| 6/17/2026 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Fraud Unmasked: Understanding and Preventing White-Collar Crime (Webinar) (26WA-2714)26WA-2714 | *Fraud Prevention*Accounting*Business Ethics | Gallagher Chuck |
| 6/19/2026 | 2 - 3:40 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Like-Kind Exchanges (Webinar) (26WA-2639)26WA-2639 | *Like-kind exchanges (LKE)*Qualified third party intermediaries (QI) | McLeod Allison M. |
| 6/17/2026 | 10 a.m. - 12 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| The SECURE Act 2.0: Planning Opportunities for Individuals (Webinar) (26WA-2267)26WA-2267 | *Implications for individuals:*Changes to the Saver's Credit*Changing the required minimum distribution rules for Roth 401(k)s*Changes to required beginning dates for required minimum distributions of retirement plans.*Penalty-Free Withdrawals for Certain Emergency Expenses*Special provisions for firefighters and military personnel spouses*Increases in catch-up contributions*Impact on 529 plans*Opportunities for student loan payment matching | McLeod Allison M. |
| 6/2/2026 | 9:30 - 10:40 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| The Art of Accountability: Effective Strategies for Tough Conversations (Webinar) (26WA-2425)26WA-2425 | *Leadership*Conflict management*Accountability*Employee engagement | |
| 6/9/2026 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Resolve Ethical Conflicts: Do the Right Thing and Keep Your Job (Webinar) (26WA-1889)26WA-1889 | *Ethics*Resolving Conflict | Daly John L |
| 5/20/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Allison McLeod's Federal Tax Updates for Business Entities - 4 Hour (Webinar) (26WA-1850)26WA-1850 | *Current business entity tax issues*Any current tax legislation occurring during the period*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues | McLeod Allison M. |
| 5/19/2026 | 10 a.m. - 1:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Mission-Critical Leadership: How Smart Managers Lead Well in All Directions (Webinar) (26WA-2551)26WA-2551 | *Leadership foundations*Leading downward*Leading upward*Practical leadership tools | Lokhorst Jonathan R |
| 6/13/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| A Practitioner's Guide to IRAs and Qualified Retirement Plans (Webinar) (26WA-2521)26WA-2521 | *Traditional and Roth IRAs: Understanding retirement savings options*SEP and SIMPLE IRAs: Exploring retirement plans for small businesses*Qualified Plans: Navigating employer-sponsored retirement plans*Defined Benefit and Defined Contribution Plans: Comparing retirement plan structures*401(k) Plans: Maximizing benefits with employer-sponsored options*Retirement Plan Selection: Choosing the best plan for individual client needs*Minimum Distribution Rules: Ensuring compliance and understanding withdrawal regulations*Tax Implications: Analyzing the tax consequences of retirement plan decisions*Retirement Planning Strategies: Implementing effective strategies for client financial goals | Werner Arthur J |
| 6/12/2026 | 3 - 10:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Leases Accounting Under Topic 842: Answers to FAQ After Implementation (Webinar) (26WA-2199)26WA-2199 | *Alternatives to adopting Topic 842*Short-term lease and related-party leasing arrangements*Identifying lease agreements under the new rules*Proper treatment of lease incentives, leasehold improvements, and lease modifications | Louis Jennifer F |
| 5/30/2026 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Crypto, Blockchain and Taxes (Webinar) (26WA-2131)26WA-2131 | *Understanding Blockchain and Cryptocurrency*Major Features, Benefits and Risks of Blockchain and Cryptocurrency*Tax Strategies for Cryptocurrency Transactions and Compliance*Implementing Blockchain in Business Accounting Systems*Navigating Estate Planning with Digital Assets | Werner Arthur J Yoss Stephen M |
| 5/28/2026 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Avoiding Legal Liability and Peer Review Deficiencies in Nonaudit Services, Including Bookkeeping and Preparing Financial Statements (Webinar) (26WA-1969)26WA-1969 | *Differentiating risks faced when performing nonaudit services, such as reviews, compilations, preparing financial statements, bookkeeping, tax return preparation, and similar*Best practices for preventing quality control concerns that could lead to peer review deficiencies or malpractice claims*Establishing an understanding with the client to minimize misunderstandings as to the nature and scope of engagements*Explain situations when independence should be appropriately safeguarded when performing nonattest services | Louis Jennifer F |
| 5/22/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| State Tax Nexus: Frequently Awkward Questions (Webinar) (26WA-1865)26WA-1865 | *Frequently asked questions about income tax and sales tax nexus*New developments*Key factors in reviewing potential nexus consequences*Nexus road trip to eight large states*Tax impacts of remote work*Free, multistate resources | |
| 5/20/2026 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics, Part 3 -- Steganography (Webinar) (26WA-2829)26WA-2829 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/24/2026 | 4 - 5:30 p.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
| Global Internal Audit Standards: Overview and Contrast to 2017 International Professional Practices Framework (Webinar) (26WA-2708)26WA-2708 | *Accounting*Internal Controls*Internal Audit Standards | Fountain Lynn |
| 6/19/2026 | 9 - 10:30 a.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
| Avoiding Peer Review Deficiencies and Professional Liability in Public Accounting (Webinar) (26WA-2466)26WA-2466 | *Differentiating risks faced when performing various levels of professional services, such as audits, reviews, compilations, preparing financial statements, bookkeeping, tax return preparation, and similar*Best practices for preventing quality control concerns that could lead to peer review deficiencies or malpractice claims*Establishing an understanding with the client to minimize misunderstandings as to the nature and scope of engagements*Explain situations when independence should be appropriately safeguarded when performing nonattest services | Louis Jennifer F |
| 6/10/2026 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Eight Biggest Threats to Your Business and Introducing Three Pillars of Cybersecurity (Webinar) (26WA-2569)26WA-2569 | *Technology*Cybersecurity | Melloy Jon |
| 6/15/2026 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Neurodiversity and Productivity: Include More Minds to Make the Most of Your Time (Webinar) (26WA-2842)26WA-2842 | *Neurodiversity*Productivity*Leadership*Management*Communication*Inclusion*Culture*Empathy | |
| 6/25/2026 | 2:30 - 3:45 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Planning in an Uncertain World (Webinar) (26WA-2432)26WA-2432 | *Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed*How to separate correlation from causation*How to recognize and overcome bias*Who is Thomas Bayes and why he matters | Levy John F |
| 6/9/2026 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Common Sense CFO: Dealing with Ever Changing Accounting Standards and Strategy Demands (Webinar) (26WA-2379)26WA-2379 | *Understanding the modern finance and accounting organization chart*GAAP accounting changes*Why so many changes?*The speed of change and complexity*Accepting reality*Recognizing and fixing the top five accounting problems and errors*Leases*Revenue*Management estimates*Why is strategy necessary?*What is strategy?*The two keys to strategy?*Why do some financial leaders lack strategic skills?*Balancing strategy with our day-to-day roles | Mims Robert |
| 6/6/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Better Business Writing: Improve Your Speed and Quality (Webinar) (26WA-2892)26WA-2892 | *Writing*Communications | Daly John L |
| 6/26/2026 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Develop Your Emotional Intelligence to Be More Successful in Life and Leadership (Webinar) (26WA-1859)26WA-1859 | *Emotional Intelligence (EQ) in Leadership*Building Stronger Workplace Relationships*Creating and Leading High-Performing Teams*Navigating Change with Emotional Intelligence | Lokhorst Jonathan R |
| 5/19/2026 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Walkin', Talkin', Lookin' and Listenin': Or Things Most of Us Don't Do Well (Webinar) (26WA-2303)26WA-2303 | *The importance of making yourself available*How to start a conversation and what to NOT talk about*The art of how to listen*When you don't understand what they just said*Don't fool by equivocations when they respond to a question*Materiality and perception | Dycus Dennis F |
| 6/4/2026 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Corporate Ethics Cases: Discuss Real Life Conflicts (Webinar) (26WA-2796)26WA-2796 | *Can you protect the public interest without violating our profession's confidentiality rules?*How can a corporate world CPA get in trouble with their board of accountancy?*Is a culture of fear and intimidation particularly susceptible to corporate fraud?*How can using the CPA credential get a corporate accountant in trouble?*Is exaggerating your CPE hours a violation of our professional codes of conduct?*What are your options when your employer is clearly breaking the law?*Does any legislation provide effective Whistleblower protection? | Daly John L |
| 6/23/2026 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| K2's Harnessing ChatGPT: Unlocking Professional Efficiency (Webinar) (26WA-2187)26WA-2187 | *Leveraging prompt engineering in ChatGPT for various accounting tasks*Exploring the applications and limitations of ChatGPT in accounting*Empowering efficiency for everyday accounting tasks | Stephens Tommy G |
| 5/30/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Mental Illness and Depression: Understanding and Supporting Employees Under the ADA (Webinar) (26WA-2717)26WA-2717 | *Mental illness and depression*Americans with Disabilities Act (ADA) | |
| 6/20/2026 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Change Management: Your Leadership Role for Aligning Profits and Culture (Webinar) (26WA-1875)26WA-1875 | *Why professional agility is critical, and how to develop it*Foundational models for change management*Proven strategies to prepare for change as individuals, teams & organizations*Implementing change: A how-to look*Leading through change for success of all involved | Mims Jane |
| 5/20/2026 | 2 - 3:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Mergers and Acquisitions: Complete Guide to Relevant Issues (Webinar) (26WA-2895)26WA-2895 | *Taxable asset acquisitions vs. non-taxable stock/equity acquisitions*What happens in an asset acquisition*What happens in a stock or equity acquisition*338 and 336 elections*Basics of 382*Basics of 280G*Earnouts and contingent payments*Assumed liabilities*Acquired reserves*Acquired deferred revenue*Treatment of transaction costs*Basics of mixed entity transactions, examples such as:*C-Corp buys an interest in a partnership*C-Corp buys an S-Corp*C-Corp buys an interest in an LLC (lots of possibilities here)*S-Corp buys a partnership*S-Corp buys a C-Corp*S-Corp buys an interest in an LLC*Partnership acquisitions of various entity types*Very basic overview of tax-free re-organizations*High level overview of entity formations*High level overview of entity liquidations or termination | Werner Arthur J |
| 6/26/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Employees Today and Tomorrow: The ROI on Your People (Webinar) (26WA-1776)26WA-1776 | *Dealing with people issues the right way*Conflict management issues*How to truly empower your employees?*Organizational culture and how to be a part of positive change*What are some the 'other' employee issues that go unsaid?*What does work/life balance mean today? | Mims Robert |
| 5/18/2026 | 3 - 4:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Competent Accountant: Mastering the Role of the Controller/CFO (Webinar) (26WA-2654)26WA-2654 | *Business Management*Organization | Lindell James T |
| 6/17/2026 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Inventory Accounting GAAP, Software and Recognizing Variances (Webinar) (26WA-1863)26WA-1863 | *Inventory accounting*GAAP*Methods for dealing with variances | Daly John L |
| 5/20/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Cloud Forensics (Webinar) (26WA-2860)26WA-2860 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/25/2026 | 4 - 5:20 p.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
| Crypto, Blockchain and Taxes (Webinar) (26WA-2993)26WA-2993 | *Understanding Blockchain and Cryptocurrency*Major Features, Benefits and Risks of Blockchain and Cryptocurrency*Tax Strategies for Cryptocurrency Transactions and Compliance*Implementing Blockchain in Business Accounting Systems*Navigating Estate Planning with Digital Assets | Werner Arthur J Yoss Stephen M |
| 6/30/2026 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ProActive Response Group De-Escalation Training (Webinar) (26WA-2503)26WA-2503 | *Definition of De-Escalation*Recognizing Anger*Situational Awareness*LOWLINE Technique*MR EBS Technique*Posturing*Controlling the Environment | Ayers Chad Sexton Andy |
| 6/12/2026 | 11 - 11:55 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The New Quality Management Standards: What Everyone Needs to Know (Webinar) (26WA-1843)26WA-1843 | *Overview of the new quality management standards*Focus on the most important elements of a quality management system*Implementation tips that everyone in the firm should know*Audit and attest standards impacted | Louis Jennifer F |
| 5/19/2026 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Role of Internal Audit in Enterprise-Wide Risk Management (Webinar) (26WA-2934)26WA-2934 | *Benefits of enterprise risk management*Important objectives, components and principles that underlie the COSO Framework*Identifying events that could cause objectives to not be achieved*Techniques for evaluating both "good" risks (opportunities) and "bad" risks (threats)*The roles and responsibilities of key parties throughout an organization in managing risk | Louis Jennifer F |
| 6/27/2026 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Embracing Neurodiversity in the Workplace (Webinar) (26WA-2051)26WA-2051 | *Neurodiversity | |
| 5/27/2026 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Defending Your Workplace Culture: Tackling the Four Biggest Threats to Your Team Engagement and Cohesion (Webinar) (26WA-2862)26WA-2862 | *Workplace Culture*Team Culture*Employee Engagement*Employee Experience*Communication*Leadership | |
| 6/25/2026 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 360 Budgeting: A Holistic Approach to Process and Solutions (Webinar) (26WA-2391)26WA-2391 | *Defining the budget process*Common budgetary cultures and discussion of solutions*Does your budget need an overhaul or just a tune up?*How to make the budget flexible*Making a better budget and maybe even a better you (or at least improving the perception of the budget work itself)*How to build a flexible budget model that works?*What are the steps we can take to budget for economic and external factors beyond our control?*How the right Chart of Accounts can simply your work*Budget and GAAP are not the same and why they are fine not to be*Efficiently modeling payroll and benefits*Identifying controllable and uncontrollable expense*Using key variables to stress-test your budget*Understanding your own leadership tendencies and applying them to your strengths?*Understanding core personality types*Learning what type of person you are?*Managing and coping with the budget team*Effectively dealing with the A, B, C and other players?*Identifying the 'Big Picture' and your role in effective communication*Communicating so others can understand us*Understanding a presentation's anatomy?*Tips and tricks for budget presentations | Mims Robert |
| 6/8/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Allison McLeod's Federal Tax Updates for Business Entities - 4 Hour (Webinar) (26WA-2836)26WA-2836 | *Current business entity tax issues*Any current tax legislation occurring during the period*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues | McLeod Allison M. |
| 6/24/2026 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's The ABCs of Automation With Microsoft's Power Platform (Webinar) (26WA-1950)26WA-1950 | *Overview of the Power Platform and its components*Review examples of business processes that may benefit the most from using automation*Discussion and demonstration of its low-code/no-code app development environment | Tankersley Brian F |
| 5/22/2026 | 11 a.m. - 12:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Public Speaking Secrets That Wow Audiences (Webinar) (26WA-2779)26WA-2779 | *Overcoming the Common Obstacles to Public Speaking*Fear of rejection/ failure and how to overcome*From Unconscious Incompetence to Unconscious Competence*Toastmasters and practicing by video*Act "As If,"*Do One Breath Technique to be more relaxed*Creating the Content of the Talk*What are the concerns of your audience?*Talks consist of a title, an introduction, an opening, a body of content, a conclusion and a closing*How to Deliver a Talk Effectively*The clothes you wear and how you look matter*Charisma = energy*Smile and act enthusiastic*Use self deprecating humor*Making the Talk Entertaining*Vary the speed of your delivery*The Power of stories*Memorization and Practice*Key word system and note cards*Practice thru video or get feedback through others*Creating Stories that Rock | Robinson Jonathan |
| 6/23/2026 | 3 - 6:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Enact Retaliation Abatement and Monitoring Measures (Webinar) (26WA-1880)26WA-1880 | *Retaliation prevention*Retaliation monitoring*Speak up culture*Ethical culture | |
| 5/20/2026 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| IFRS SMES vs. IFRS (Webinar) (26WA-2027)26WA-2027 | *Overview of IFRS for SMEs*General pervasive similar concepts*Differences with financial instruments*Differences with business combinations*Differences in investments in other entities*Differences in intangible assets*Differences in income taxes*Differences in employee benefits*Differences in revenue and expenses | Louis Jennifer F |
| 5/26/2026 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Planning for Small Business Success (Webinar) (26WA-2322)26WA-2322 | *The integrated planning model *The strategic plan *Linkage with Performance Based Management *Tracking success *Real world examples | O'Brien William |
| 6/5/2026 | 10 a.m. - 1:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 360 Budgeting: A Holistic Approach to Process and Solutions (Webinar) (26WA-2818)26WA-2818 | *Defining the budget process*Common budgetary cultures and discussion of solutions*Does your budget need an overhaul or just a tune up?*How to make the budget flexible*Making a better budget and maybe even a better you (or at least improving the perception of the budget work itself)*How to build a flexible budget model that works?*What are the steps we can take to budget for economic and external factors beyond our control?*How the right Chart of Accounts can simply your work*Budget and GAAP are not the same and why they are fine not to be*Efficiently modeling payroll and benefits*Identifying controllable and uncontrollable expense*Using key variables to stress-test your budget*Understanding your own leadership tendencies and applying them to your strengths?*Understanding core personality types*Learning what type of person you are?*Managing and coping with the budget team*Effectively dealing with the A, B, C and other players?*Identifying the 'Big Picture' and your role in effective communication*Communicating so others can understand us*Understanding a presentation's anatomy?*Tips and tricks for budget presentations | Mims Robert |
| 6/24/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Are Those Independent Contractors Really Independent Contractors? (Webinar) (26WA-2596)26WA-2596 | *Classification of workers as employees or independent contractors | Ackels Alana K. |
| 6/16/2026 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Avoiding Peer Review Deficiencies and Professional Liability in Public Accounting (Webinar) (26WA-2031)26WA-2031 | *Differentiating risks faced when performing various levels of professional services, such as audits, reviews, compilations, preparing financial statements, bookkeeping, tax return preparation, and similar*Best practices for preventing quality control concerns that could lead to peer review deficiencies or malpractice claims*Establishing an understanding with the client to minimize misunderstandings as to the nature and scope of engagements*Explain situations when independence should be appropriately safeguarded when performing nonattest services | Louis Jennifer F |
| 5/26/2026 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Getting the Most When Selling a Business: Little Details to Get Top Value (Webinar) (26WA-1778)26WA-1778 | *What do buyers really want?*Steps to take so your business will be attractive to buyers*The process to prepare for a sale*The steps and timing *Pitfalls to avoid *The value of a strong advisory team*Key considerations | Minges Don |
| 5/18/2026 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Retirement Planning Issues: Where We Stand Now (Webinar) (26WA-2130)26WA-2130 | *Thorough Exploration of Current Retirement Planning Trends and Implications*Strategies for Maximizing Retirement Savings within Existing Regulatory Structures*Tax-Efficient Navigation of Various Retirement Plan Options*Estate Planning Techniques Aligned with Contemporary Trends for Optimal Benefits*Insight into Latest Rules for Required Minimum Distributions (RMDs) | Werner Arthur J |
| 5/28/2026 | 1 - 4:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Awful Ethical Dilemmas: Bringing it to Life (Webinar) (26WA-2298)26WA-2298 | *Following the letter of the Code versus following the spirit of the Code*Preparing for conflicts of interest*Document your analysis of the situations*Five (5) case study examples | Inzina J. Michael Minges Don |
| 6/4/2026 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Controllership Series: Overhead, Direct and Indirect Costs and Allocation Methods (Webinar) (26WA-2452)26WA-2452 | *Accounting*Finance*Procurement*Operations | Fountain Lynn |
| 6/10/2026 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Sticky Ethical Choices (Webinar) (26WA-1947)26WA-1947 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost.*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board. | Minges Don Mims Robert |
| 5/22/2026 | 2 - 2:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Getting On Top of it All: How to Work Smarter, Not Harder -- Part 1 (Webinar) (26WA-2415)26WA-2415 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all | Robinson Jonathan |
| 6/9/2026 | 5 - 8:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Global Internal Audit Standards Domain III: Part 1 (Webinar) (26WA-2161)26WA-2161 | *Internal Audit*GIAS*IPPF*Standards*Accounting*Internal Controls | Fountain Lynn |
| 5/29/2026 | 12 - 2:15 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
| The Ethics Hour: Dealing With Conflicts of Interest -- Members in Business and Industry (Webinar) (26WA-2523)26WA-2523 | *The multi-step process to address conflicts of interest*How to remedy threats*Preparing to defend your actions or inactions*Causes of conflicts of interest | Minges Don |
| 6/13/2026 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| The SECURE Act 2.0: Planning Opportunities for Individuals (Webinar) (26WA-2642)26WA-2642 | *Implications for individuals:*Changes to the Saver's Credit*Changing the required minimum distribution rules for Roth 401(k)s*Changes to required beginning dates for required minimum distributions of retirement plans.*Penalty-Free Withdrawals for Certain Emergency Expenses*Special provisions for firefighters and military personnel spouses*Increases in catch-up contributions*Impact on 529 plans*Opportunities for student loan payment matching | McLeod Allison M. |
| 6/17/2026 | 9 - 10:10 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Introverts Have Real Power: Why Quiet Leaders Are So Successful (Webinar) (26WA-2408)26WA-2408 | *What are the signs of an Introvert?*Why do we seek out extroverts?*How do we communicate?*Introvert characteristics*Secrets of public speaking for Introverts*How to help your Introverted child?*Playing to an introvert's strengths | Minges Don |
| 6/9/2026 | 10 - 11:55 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Leveraging Analytical Procedures to the Fullest on Audits: Case Studies in Strengthening Audit Evidence (Webinar) (26WA-2171)26WA-2171 | *How well-designed analytic procedures enhance audit quality*Elements of strong analytic procedures*Selecting the proper analytic, and altering the strength for the intended purpose*Evaluating the data used in generating expectations*Improving documentation, including evaluating sufficiency and appropriateness of the audit evidence obtained | Louis Jennifer F |
| 5/29/2026 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| I want the TRUTH: Preparing to Be an Expert Witness (Webinar) (26WA-2357)26WA-2357 | *Rules of civiland criminal procedure*Applicable standards*Testifying basics*Cross-examination techniques | Cotton David L |
| 6/6/2026 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Budget Mastery: The Human Side of Budgeting -- Navigating People's Issues with 360 Insight (Webinar) (26WA-2669)26WA-2669 | *Understanding your own leadership tendencies and applying them to your strengths?*Understanding core personality types*Learning what type of person you are?*Managing and coping with the budget team*Effectively dealing with the A, B, C and other players? | Mims Robert |
| 6/18/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Office Scripts: The New Macros (Webinar) (26WA-2078)26WA-2078 | *Introduction to Office Scripts*Recording your first script*Integration with Power Automate | Stephens Tommy G |
| 5/27/2026 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Employment Law 101 (Webinar) (26WA-2249)26WA-2249 | *Title VII*Americans With Disabilities Act*Age Discrimination in Employment Act*Family Medical Leave Act*Fair Labor Standards Act*Equal Pay Act*National Labor Relations Act*Fair Credit Reporting Act | Ackels Alana K. |
| 6/2/2026 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics, Part 1 (Webinar) (26WA-2605)26WA-2605 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/16/2026 | 9 - 10:15 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Just Ask Why: Searching for Answers, Generating Solutions (Webinar) (26WA-2775)26WA-2775 | *The basic benefits of why*The 5-15 report *Curiosity and creativity | O'Brien William |
| 6/23/2026 | 9 a.m. - 12:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| How to Get a Better Return on Yellow Book and Single Audits: Avoiding the Most Misapplied Audit Concepts (Webinar) (26WA-1936)26WA-1936 | *Discover the fundamental differences in the auditor's responsibilities between financial statement audits performed in accordance with the SASs and Yellow Book*Understand risk assessment factors above those associated with a financial statement audit only*Learn what must be done beyond the financial statement audit in order to issue required Yellow Book and Single Audit reports on internal controls and compliance*Master designing, performing and documenting effective and efficient tests of compliance requirements*Practice identifying, documenting and communicating the impact of internal control deficiencies and compliance audit findings to the client*Common peer review deficiencies | Louis Jennifer F |
| 5/21/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Employees Today and Tomorrow: Understanding and Improving The Employee Life Cycle (Webinar) (26WA-2535)26WA-2535 | *Understanding the various stages of the employment life cycle*Onboarding and orientation*Best practices and examples*What goes wrong with training and growth priorities?*Are performance evaluations necessary?*Unleashing your staffs' hidden talents | Mims Robert |
| 6/13/2026 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Appreciation Intelligence: The New AI Elevate Culture -- Deepen Loyalty, Strengthen Performance (Webinar) (26WA-2904)26WA-2904 | *Appreciation*Languages of appreciation*Appreciation strategies | |
| 6/26/2026 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Role of Internal Audit in Operational Audits (Webinar) (26WA-2375)26WA-2375 | *The important role of operational audits*Best practices for designing and performing operational audits*Identifying causes of operational issues and risk exposures*Developing solutions to enhance the operational performance of business activities, processes, and resourced deployed across the organization*Delivering clear, transparent, and objective audit reports to convey critical information | Louis Jennifer F |
| 6/6/2026 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Everything You Need to Know About the Pass-Through Entity Rules: IRC Section 199A, The Code and Regulations (Webinar) (26WA-2226)26WA-2226 | *Understanding the term "QBI" (qualified business income)*Understanding the terms "SSTB" (specified service trade or business)*Understanding the term "QTB" (qualified traded or business)*Calculate the 199A deduction Understanding the phaseouts*Understanding "aggregation"*Rental property as a trade or business*Identify how your clients can maximize the deduction*Planning ideas*Understand the Section 199A Regulations | Werner Arthur J |
| 6/1/2026 | 12 - 3:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Cash Conversion Cycle: Tool and Techniques (Webinar) (26WA-2208)26WA-2208 | *Understanding the timing elements of your day's working capital*The impact of inventory on the Cash Conversion Cycle*How vendors and customers can help your cash conversion cycle*Planning and forecasting for a healthy cash flow*Assorted management tips to control the Cash Conversion Cycle | Karwic Richard A |
| 6/1/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Competent Accountant: Mastering the Role of the Controller/CFO (Webinar) (26WA-2713)26WA-2713 | *Business Management*Organization | Lindell James T |
| 6/19/2026 | 10 a.m. - 1:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Making Culture a Competitive Advantage (Webinar) (26WA-2451)26WA-2451 | *Talent Strategy*Culture*Employee Engagement*Employee Retention*Leadership*Leadership Strategy | Cadigan Steve |
| 6/10/2026 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| How to Make Difficult People Disappear...Without Going to Jail (Webinar) (26WA-2424)26WA-2424 | *Team dynamics*Influence*Organizational behavior*Leadership | |
| 6/9/2026 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Digital Forensics (Webinar) (26WA-2951)26WA-2951 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/29/2026 | 8 - 9:35 a.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| Leading Up: The Superpower Every Ascending Leader Needs (Webinar) (26WA-2552)26WA-2552 | *The consequences of upward leadership failure.*Building credibility with your boss, Serving multiple bosses.*Making the business case for your ideas. | Lokhorst Jonathan R |
| 6/13/2026 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Global Internal Audit Standards Domain V: Part 2 (Webinar) (26WA-2675)26WA-2675 | *Internal audit*Standards Institute of Internal Auditors*GIAS*IPPF | Fountain Lynn |
| 6/18/2026 | 8 - 9:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethics Hour: Ethics is the Engine to Better Leadership -- Taking Action (Webinar) (26WA-2385)26WA-2385 | *How are ethics, trust and leadership interrelated*Why do we only follow ethical leaders*Why do our actions and behaviors matter*The value of ethical leaders*The need to communicate is crucial to gain trust | Minges Don Mims Robert |
| 6/8/2026 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Ethical Situations: What to do When? (Webinar) (26WA-1909)26WA-1909 | *Intentions versus results.*Is using the 'Threats Based Approach' always the best?*What is, "The clean hands rule," and how does it apply to Ethics?*Situations where Ethics is not black-and-white. | Minges Don McLeod Allison M. |
| 5/21/2026 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| K2's After QuickBooks, What's Next? (Webinar) (26WA-2035)26WA-2035 | *Transitioning from QuickBooks Pro and Premier -- challenges and opportunities*Overview and comparison of leading accounting software solutions*Implementation strategies and best practices for modern accounting platforms | Stephens Tommy G |
| 5/26/2026 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Cryptocurrencies for the CFO: Explaining Blockchain (Webinar) (26WA-2572)26WA-2572 | *What is money?*What are digital assets?*Understanding the what, why, and how of cryptocurrencies*Understanding the what, why, and how of blockchain*NFT's (Non-Fungible Tokens), their role and impact*Explaining the crypto language | Mims Robert |
| 6/15/2026 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Mission-Critical Leadership: How Smart Managers Lead Well in All Directions (Webinar) (26WA-2806)26WA-2806 | *Leadership foundations*Leading downward*Leading upward*Practical leadership tools | Lokhorst Jonathan R |
| 6/23/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Controllership Series: Sales, Collections and Customer Credit (Webinar) (26WA-2516)26WA-2516 | *Accounting*Sales*Collections | Fountain Lynn |
| 6/12/2026 | 12 - 1:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics, Part 1 (Webinar) (26WA-1835)26WA-1835 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 5/19/2026 | 6 - 7:15 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics, Part 2 -- Cryptology (Webinar) (26WA-2699)26WA-2699 | *Forensic Accounting*Accounting*Finance*Auditing | Fountain Lynn |
| 6/19/2026 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Critical "Soft" Skills for CFOs and Controllers (Webinar) (26WA-1972)26WA-1972 | *Tips for being a balanced leader-manager*Adapting to various personality styles*Tips for coaching millennials and beyond*Best practices for managing organizational change | Louis Jennifer F |
| 5/22/2026 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| K2's Advanced Topics In Power BI (Webinar) (26WA-2174)26WA-2174 | *Creating formulas in Power BI with Data Analysis Expressions*Adding Key Performance Indicators to your Power BI reports and dashboards*Managing security in Power BI*Publishing your reports and dashboards to Apps and Content Packs for easy sharing with other team members | Stephens Tommy G |
| 5/29/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: The Financial Close Process (Webinar) (26WA-2279)26WA-2279 | *Accounting*Finance*Financial Statements | Fountain Lynn |
| 6/3/2026 | 4 - 5:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Getting the Most When Selling a Business: Little Details to Get Top Value (Webinar) (26WA-2573)26WA-2573 | *What do buyers really want?*Steps to take so your business will be attractive to buyers*The process to prepare for a sale*The steps and timing *Pitfalls to avoid *The value of a strong advisory team*Key considerations | Minges Don |
| 6/15/2026 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Using Psychology Secrets to Love Your Life and Get More Done (Webinar) (26WA-2720)26WA-2720 | *What makes people really happy--and what doesn't*The 3 most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to deal with difficult people so they don't bring you down*How to use positive psychology principles to help your business | Robinson Jonathan |
| 6/20/2026 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| K2's Mastering Advanced Excel Functions (Webinar) (26WA-2137)26WA-2137 | *Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays*How to use "legacy" features and functions such as AGGREGATE*Creating effective forecasts in Excel | Stephens Tommy G |
| 5/28/2026 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Controller Function: Inventory, Part 1 (Webinar) (26WA-2927)26WA-2927 | *Accounting*Finance*Operations | Fountain Lynn |
| 6/27/2026 | 12 - 1:40 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| The Competent Accountant: Mastering the Role of the Controller/CFO (Webinar) (26WA-1816)26WA-1816 | *Business Management*Organization | Lindell James T |
| 5/18/2026 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Radar Phenomenon (Webinar) (26WA-2771)26WA-2771 | *Internal Controls*Fraud Prevention*Fraud Investigation | |
| 6/23/2026 | 6 - 7 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Controller Function: Cash and Investments (Webinar) (26WA-2165)26WA-2165 | *Accounting*Finance | Fountain Lynn |
| 5/29/2026 | 10 - 11:20 a.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
| Introverts Have Real Power: Why Quiet Leaders Are So Successful (Webinar) (26WA-1820)26WA-1820 | *What are the signs of an Introvert?*Why do we seek out extroverts?*How do we communicate?*Introvert characteristics*Secrets of public speaking for Introverts*How to help your Introverted child?*Playing to an introvert's strengths | Minges Don |
| 5/19/2026 | 5 - 6:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Private Company Simplified GAAP Alternatives (Webinar) (26WA-2685)26WA-2685 | *Guidance, related to "plain vanilla" interest rate swaps that convert variable into fixed rate debt and other derivatives*Guidance related to amortization and impairment of goodwill*Guidance related to separately recognizing intangible assets from goodwill in a business combination*Guidance related to lease accounting and revenue recognition options | Louis Jennifer F |
| 6/18/2026 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Embracing Neurodiversity in the Workplace (Webinar) (26WA-2381)26WA-2381 | *Neurodiversity | |
| 6/8/2026 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Controllership Series: Managerial Accounting Basics and Costs (Webinar) (26WA-2280)26WA-2280 | *Accounting*Finance | Fountain Lynn |
| 6/3/2026 | 8 - 9:10 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| The Controllership Series: The Controller's Role in Internal Controls (Webinar) (26WA-2396)26WA-2396 | *Accounting*Finance*Internal Controls | Fountain Lynn |
| 6/8/2026 | 10 - 11:15 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Critical Technical Skills for CFOs and Controllers (Webinar) (26WA-2935)26WA-2935 | *A methodical approach to business and strategic planning*Overview of The Balanced Scorecard approach to creating key performance metrics*Common metrics for analyzing financial statements and trends*Accounting and finance role in Enterprise-wide Risk Management (ERM) | Louis Jennifer F |
| 6/27/2026 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| International Tax Treaties (Webinar) (26WA-2611)26WA-2611 | *Tax treaties *Tax impact of cross-border transactions | McLeod Allison M. |
| 6/16/2026 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| There is No Such Thing as Business Ethics (Webinar) (26WA-1945)26WA-1945 | *Should ethical behavior be something that we always do?*Is ethical behavior situational? *Why being ethical will help you succeed personally and professionally. *Consequences of not behaving ethically?*Why trust matters?*How we can make better ethical decisions in our professional lives. | Levy John F Minges Don |
| 5/22/2026 | 1 - 1:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics, Part 1 (Webinar) (26WA-2825)26WA-2825 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/24/2026 | 8 - 9:15 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Why Auditors Fail To Detect Fraud (Webinar) (26WA-2304)26WA-2304 | *Reasons auditors fail to detect fraud*Willful Ignorance*SAS No. 82*Additional documentation*How and who to talk to*Determining the Tone At the Top*How to Determining Intent*If you expect it, you will see it | Dycus Dennis F |
| 6/4/2026 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The CFO Series: Artificial Intelligence -- A Practical Guide for Financial Leaders and CFOs (Webinar) (26WA-2874)26WA-2874 | *AI Evolution: How has AI evolved and where does it stand today*Generative AI: What exactly is & generative AI; and how is it different*AI Limitations: What AI can't, shouldn't or won't do*AI Applications: How can I practically use AI right now*AI Ethics: What are the ethical implications of incorporating AI in my work | Cooper Tracy |
| 6/26/2026 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Practical Ethics and Circular 230 Compliance for CPAs and EAs (Webinar) (26WA-2962)26WA-2962 | *Taxpayers' rights and protections*Professional oversight in tax practice*Navigating Circular 230 complexities*Ethical practice before the IRS*Preparer roles and responsibilities*Compliance with rules on written advice*Ensuring client confidentiality*Upholding best practices in tax preparation | Werner Arthur J |
| 6/29/2026 | 10 a.m. - 1:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| HR's Role in Business Evolution: Strategy, Finance and Growth (Webinar) (26WA-2559)26WA-2559 | *Corporate Culture*Strategic Planning*Leadership*Staff Development*Use of Generative AI | Lindell James T |
| 6/13/2026 | 9 - 10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Cash Conversion Cycle: Tool and Techniques (Webinar) (26WA-2783)26WA-2783 | *Understanding the timing elements of your day's working capital*The impact of inventory on the Cash Conversion Cycle*How vendors and customers can help your cash conversion cycle*Planning and forecasting for a healthy cash flow*Assorted management tips to control the Cash Conversion Cycle | Karwic Richard A |
| 6/23/2026 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ultimate Small Business HR Guide: Essential Tips for Success (Webinar) (26WA-2053)26WA-2053 | *Small Business Management | |
| 5/27/2026 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Forensic and Fraud Interviewing Techniques and Skills (Webinar) (26WA-2635)26WA-2635 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/17/2026 | 10 a.m. - 12 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| FAQ Related to the Most Recent Audit Standards SAS Nos. 142-149 (Webinar) (26WA-1844)26WA-1844 | *Clarification of terminology and foundational principles underlying recent generally accepted auditing standards*Answers to frequently asked questions that emerge in the proper application of risk-based audit concepts*Highlights of important concepts included in SASs No. 142-149 | Louis Jennifer F |
| 5/19/2026 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Ten PDF Tips You Need to Know (Webinar) (26WA-2042)26WA-2042 | *Converting documents to the PDF format*Editing PDF documents*Securing PDF documents*Extracting data from PDFs | Stephens Tommy G |
| 5/26/2026 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Safety Synergy: Uniting Elements for a Secure Workplace (Webinar) (26WA-2504)26WA-2504 | *How to evaluate physical security*Increase situational awareness*Simple De-escalation techniques*Mental Health awareness*Safe Termination Strategy*Active Shooter Response Overview | Sexton Andy Ayers Chad |
| 6/12/2026 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| ProActive Response Group De-Escalation Training (Webinar) (26WA-2101)26WA-2101 | *Definition of De-Escalation*Recognizing Anger*Situational Awareness*LOWLINE Technique*MR EBS Technique*Posturing*Controlling the Environment | Ayers Chad Sexton Andy |
| 5/28/2026 | 9 - 9:55 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Competent Accountant: Mastering the Role of the Controller/CFO (Webinar) (26WA-2901)26WA-2901 | *Business Management*Organization | Lindell James T |
| 6/26/2026 | 2 - 5:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Comprehensive Estate Planning: Administration and Postmortem Strategies (Webinar) (26WA-2963)26WA-2963 | *Introduction to Estate Administration*How to Read a last will and testament*Understanding the Entities*Administration the Estate and Orderly Process*The Probate process and the courts*Special Issues in Estate Administration*Postmortem Issues Regarding Income Taxation of Descendants and Estates*Post Mortem Opportunities on the Estate Income Tax Return*Available Post Mortem Estate Tax Elections*Portability Election*Disclaimers | Werner Arthur J |
| 6/29/2026 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Ask Me No Questions and I Will Tell You No Lies: The Art of Interviewing and Interrogation (Webinar) (26WA-1952)26WA-1952 | *Defining an interview*Why we choose to believe or not believe someone*Types of individuals you will be talking with*Why people lie*Types of liars*Unsharable needs*Verbal and nonverbal clues*How to listen*Obtaining a confession | Dycus Dennis F |
| 5/22/2026 | 1 - 3:55 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| The Controller Function: Elevating the Role (Webinar) (26WA-2987)26WA-2987 | *Accounting*Finance*Auditing*Business Development | Fountain Lynn |
| 6/30/2026 | 6 - 7:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| The Controller Function: Elevating the Role (Webinar) (26WA-2677)26WA-2677 | *Accounting*Finance*Auditing*Business Development | Fountain Lynn |
| 6/18/2026 | 10 - 11:20 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Emerging Innovations in Forensic Data Analytics, Crypto Currencies, and AI and ChatGPT (Webinar) (26WA-2532)26WA-2532 | *AI and ChatGPT*Machine learning & predictive transaction tagging*Profiles of an improper or corrupt vendor payment*Data Sharing Consortium and Split Learning Techniques*Cryptocurrency trends and applications from an accountant's perspective | Walden Vincent |
| 6/13/2026 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Tax Practice Standards (Webinar) (26WA-2638)26WA-2638 | *Treasury Circular 230*AICPA Statements on Standards for Tax Services (SSTS)*Internal Revenue Code (IRC)*Common law | McLeod Allison M. |
| 6/17/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| The Motives and Mystery of Ethics: Understanding the Why (Webinar) (26WA-2885)26WA-2885 | *Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions | Mims Robert |
| 6/26/2026 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Preparing to be a Forensic Accountant: Cloud Forensics (Webinar) (26WA-2369)26WA-2369 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/6/2026 | 12 - 1:20 p.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
| Global IIA Standards Fundamentals and Domain I and II: Part 1 (Webinar) (26WA-2827)26WA-2827 | *Accounting*Internal Audit*Internal Control*GIAS Standards*Internal Audit Standards | Fountain Lynn |
| 6/24/2026 | 12 - 2:05 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| Common Sense CFO: Decoding and Mitigating Internal and External Risks (Webinar) (26WA-2350)26WA-2350 | *Defining risk as it impacts organizations*Understanding external and internal risks*Examples of these risks*How do we identify and assess?*What can be done about the risks?*Developing a risk mitigation strategy*Monitoring and mitigating risk | Mims Robert |
| 6/5/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Critical "Soft" Skills for CFOs and Controllers (Webinar) (26WA-2436)26WA-2436 | *Tips for being a balanced leader-manager*Adapting to various personality styles*Tips for coaching millennials and beyond*Best practices for managing organizational change | Louis Jennifer F |
| 6/9/2026 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Retirement Planning Issues: Where We Stand Now (Webinar) (26WA-2964)26WA-2964 | *Thorough Exploration of Current Retirement Planning Trends and Implications*Strategies for Maximizing Retirement Savings within Existing Regulatory Structures*Tax-Efficient Navigation of Various Retirement Plan Options*Estate Planning Techniques Aligned with Contemporary Trends for Optimal Benefits*Insight into Latest Rules for Required Minimum Distributions (RMDs) | Werner Arthur J |
| 6/29/2026 | 1 - 4:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Like-Kind Exchanges (Webinar) (26WA-1891)26WA-1891 | *Like-kind exchanges (LKE)*Qualified third party intermediaries (QI) | McLeod Allison M. |
| 5/20/2026 | 10 a.m. - 12 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| Fringe Benefits and Compensation Planning: Today and Beyond (Webinar) (26WA-2614)26WA-2614 | *Fringe Benefit Planning Fundamentals*Strategies Tailored for Business Owners and Employees*Navigating IRC Section 132 Fringe Benefit Option*Cafeteria Plans Demystified*Tax Management in Compensation Planning*Understanding the Implications of Dependent Care and Educational Assistance Plans*Implementing Flexible Spending Account Plans Effectively*Design Features and Regulations of Group Term Life Insurance Plans*Medical Savings Accounts Regulations*Financing Options for Retiree Medical Benefits*Health Care Benefits: Insured Plan vs. HMO Comparison*ERISA Reporting and Disclosure Requirements*IRC Common Control RulesOverview of Age and Sex Discrimination Rules | Werner Arthur J |
| 6/16/2026 | 9:30 a.m. - 5:15 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Revenue Recognition Topic 606: Identify Performance Obligations, Part 2 (Webinar) (26WA-2073)26WA-2073 | *Revenue Recognition*Accounting | Fountain Lynn |
| 5/27/2026 | 10 - 11:20 a.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
| Consulting Services Secrets (Webinar) (26WA-2055)26WA-2055 | *Identifying a consulting specialty*Building a practice and translating knowledge into products*Managing consulting projects*Marketing consulting projects*Building a referral network*Contingent fees*Professional standards for consultants | |
| 5/27/2026 | 11:30 a.m. - 12:30 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Controllership Series: Addressing Cash Flow and Forecasting Uncertainty (Webinar) (26WA-2633)26WA-2633 | *Accounting*Finance*Cashflow | Fountain Lynn |
| 6/17/2026 | 4 - 5:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Mental Illness and Depression: Understanding and Supporting Employees Under the ADA (Webinar) (26WA-2052)26WA-2052 | *Mental illness and depression*Americans with Disabilities Act (ADA) | |
| 5/27/2026 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Applying the New Expected Credit Loss Model (Webinar) (26WA-2458)26WA-2458 | *Principles behind the new expectation credit loss model*Acceptable methods for evaluating expected credit loss for certain financial instruments*Enhanced disclosure requirements common for nonpublicentities | Louis Jennifer F |
| 6/10/2026 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Top PDF Features You Should Know (Webinar) (26WA-2072)26WA-2072 | *Best practices for creating, editing, and managing PDFs*The process for creating and distributing PDF forms*Integrating PDFs with other applications*Securing your PDFs | Stephens Tommy G |
| 5/27/2026 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Ethical Leadership: Guiding Principles When Others Falter (Webinar) (26WA-1874)26WA-1874 | *Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions | Mims Jane |
| 5/20/2026 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Employees Today and Tomorrow: Are Employees Assets? (Webinar) (26WA-2884)26WA-2884 | *GAAP vs economic value of employees*The changing landscape of work*The need to change management tactics*Different generations and demographics*Understanding the differences*What issues do they present?*How do we improve our understanding?*Employee engagement/assessment surveys and what they should tell us*Successful tactics for today's workforce | Mims Robert |
| 6/26/2026 | 3 - 4:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Consulting Services Secrets (Webinar) (26WA-2594)26WA-2594 | *Identifying a consulting specialty*Building a practice and translating knowledge into products*Managing consulting projects*Marketing consulting projects*Building a referral network*Contingent fees*Professional standards for consultants | |
| 6/16/2026 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Leases Accounting Under Topic 842: Answers to FAQ After Implementation (Webinar) (26WA-2230)26WA-2230 | *Alternatives to adopting Topic 842*Short-term lease and related-party leasing arrangements*Identifying lease agreements under the new rules*Proper treatment of lease incentives, leasehold improvements, and lease modifications | Louis Jennifer F |
| 6/1/2026 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: Overhead, Direct and Indirect Costs and Allocation Methods (Webinar) (26WA-2791)26WA-2791 | *Accounting*Finance*Procurement*Operations | Fountain Lynn |
| 6/23/2026 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Budget Mastery: Walkthroughs and Real World Calculations Towards Tying Budgets To Value (Webinar) (26WA-2420)26WA-2420 | *How to build a flexible budget model that works?*What are the steps we can take to budget for economic and external factors beyond our control?*How the right Chart of Accounts can simply your work?*Budget and GAAP are not the same and why they are fine not to be*Efficiently modeling payroll and benefits*Identifying controllable and uncontrollable expense*Using key variables to stress-test your budget | Mims Robert |
| 6/9/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Global Internal Audit Standards Domain II: Part 2 (Webinar) (26WA-2308)26WA-2308 | *Internal Audit*Standards*GIAS*Accounting*Internal Controls | Fountain Lynn |
| 6/4/2026 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Working Remotely: The New Normal (Webinar) (26WA-2191)26WA-2191 | *Key technologies that facilitate remote work options*Cybersecurity issues impacting remote work environments*How to communicate and collaborate when working remotely | Stephens Tommy G |
| 5/30/2026 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Five Ways to Improve Your Leadership Skills (Webinar) (26WA-2971)26WA-2971 | *Leadership*Self-awareness*Communication*Delegation*Empowerment | |
| 6/30/2026 | 2 - 2:55 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Staff Retention: Keep the Best People (Webinar) (26WA-2689)26WA-2689 | *Remote workforce*Employee retention*Staff turnover | Daly John L |
| 6/19/2026 | 9 a.m. - 12 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| Fringe Benefits and Compensation Planning: Today and Beyond (Webinar) (26WA-1982)26WA-1982 | *Fringe Benefit Planning Fundamentals*Strategies Tailored for Business Owners and Employees*Navigating IRC Section 132 Fringe Benefit Option*Cafeteria Plans Demystified*Tax Management in Compensation Planning*Understanding the Implications of Dependent Care and Educational Assistance Plans*Implementing Flexible Spending Account Plans Effectively*Design Features and Regulations of Group Term Life Insurance Plans*Medical Savings Accounts Regulations*Financing Options for Retiree Medical Benefits*Health Care Benefits: Insured Plan vs. HMO Comparison*ERISA Reporting and Disclosure Requirements*IRC Common Control RulesOverview of Age and Sex Discrimination Rules | Werner Arthur J |
| 5/23/2026 | 8 a.m. - 3:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| What Does Fraud Look Like? (Webinar) (26WA-2731)26WA-2731 | *Why auditors fail to detect fraud*Usual vs an unusual transaction*Why fraud and stupid often look exactly the same*The importance of establishing the Perception of Detection*The number one reason fraud occurs*Looking for things that should be there*Looking for things that should not be there | Dycus Dennis F |
| 6/20/2026 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Leaders Eat Last: Why? (Webinar) (26WA-2847)26WA-2847 | *Why building trust is essential*How trusting relationships makes us more effective*Steps to build trust | Minges Don |
| 6/25/2026 | 5 - 6 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Successful Family Business (Webinar) (26WA-2653)26WA-2653 | *Business Management*Organization | Lindell James T |
| 6/17/2026 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Consulting Services Secrets (Webinar) (26WA-2524)26WA-2524 | *Identifying a consulting specialty*Building a practice and translating knowledge into products*Managing consulting projects*Marketing consulting projects*Building a referral network*Contingent fees*Professional standards for consultants | |
| 6/13/2026 | 9:30 - 10:30 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Art of Accountability: Effective Strategies for Tough Conversations (Webinar) (26WA-2673)26WA-2673 | *Leadership*Conflict management*Accountability*Employee engagement | |
| 6/18/2026 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Leases Accounting Under Topic 842: Answers to FAQ After Implementation (Webinar) (26WA-2494)26WA-2494 | *Alternatives to adopting Topic 842*Short-term lease and related-party leasing arrangements*Identifying lease agreements under the new rules*Proper treatment of lease incentives, leasehold improvements, and lease modifications | Louis Jennifer F |
| 6/11/2026 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Building Your Own Library of Anti-Fraud and Continuous Monitoring Tests (Webinar) (26WA-1870)26WA-1870 | *Build your own forensic data analytics tests around vendors, customers or employees*Expand your knowledge and library of available anti-fraud tests and behavioral algorithms*Align the right tests to the appropriate risks*Practical applications and use cases | Walden Vincent |
| 5/20/2026 | 10 - 11:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Common Sense CFO: Crisis Management, Innovation and Other Expectations Put on CFOs (Webinar) (26WA-2437)26WA-2437 | *Championing the role of innovation in the workplace*Crisis management*What does it mean?*What is our role?*The roles we take on and differences between the roles we are assigned?*Current and future trends and expectations for financial leaders and CFOs*Top ten crucial skills for 2035 from the Far Side's wisdom | Mims Robert |
| 6/9/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Coaching Leaders to Handle Sensitive Employee Relations Situations (Webinar) (26WA-2626)26WA-2626 | *Employee complaints*Personality & attitude problems*Performance counseling*Personal hygiene problems*Disability-related performance issues*Misconduct due to mental conditions | Mirarchi Michael |
| 6/17/2026 | 9 - 10:05 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Walkin', Talkin', Lookin' and Listenin': Or Things Most of Us Don't Do Well (Webinar) (26WA-2823)26WA-2823 | *The importance of making yourself available*How to start a conversation and what to NOT talk about*The art of how to listen*When you don't understand what they just said*Don't fool by equivocations when they respond to a question*Materiality and perception | Dycus Dennis F |
| 6/24/2026 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Shortcuts to Personal and Professional Success (Webinar) (26WA-2416)26WA-2416 | *What really leads to success in the modern world*The five things that correlate with fulfillment*The five skills that lead to personal success*Why inner technology is so important to succeed*Mastering the Art of Communication*Why communication is so important*The five mistakes people often make when they communicate*How to solve problems without bruising egos*How to get people to want to work with you*The Magic of Motivation:*The key to success is consistency*Why people normally don't stay motivated, and how to overcome this*Why procrastination is a problem, and how it can be easily handled*How to motivate other people*Overcoming Your Fears*Why people have fears, and how they can be overcome*The three skills needed to overcome any fear*Identifying the fears that stop you, and creating a plan to overcome them*What makes people really happy--and what doesn't*The 3 most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to tap into a greater sense of purpose and meaning*How to use positive psychology principles to help your business | Robinson Jonathan |
| 6/9/2026 | 10 a.m. - 5:45 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Audit Risk Assessment in Plain English (Webinar) (26WA-2560)26WA-2560 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment | Crawford Frank W Pembrook Chris |
| 6/15/2026 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Allison McLeod's Federal Tax Updates for Individuals - 4 Hour (Webinar) (26WA-2189)26WA-2189 | *Current tax issues affecting individual taxpayers*Review of recent tax legislation*Other issues affecting the profession, including IRS procedure, current cases, and other federal tax issues | McLeod Allison M. |
| 5/30/2026 | 1:30 - 5:15 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Revenue Recognition Topic 606 Contract with Customers: Identify the Contract, Part 2 (Webinar) (26WA-2974)26WA-2974 | *Revenue Recognition*Accounting | Fountain Lynn |
| 6/30/2026 | 6 - 7:10 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| A New Productivity for the New World: Goal Achievement for the 21st Century -- A Whole Brain Approach (Webinar) (26WA-2450)26WA-2450 | *Mindfulness*Creative Thinking*Productivity*Performance*Neuroscience*Leadership | |
| 6/10/2026 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Controllership Series: The Role of the Controller in ESG (Webinar) (26WA-2455)26WA-2455 | *Accounting*Finance*SG*Operations | Fountain Lynn |
| 6/10/2026 | 10 - 11:20 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Habits That May Keep You from Promotions, Raises or Achieving Your Potential in Organizations: Small Steps Can Lead to Big Changes (Webinar) (26WA-2380)26WA-2380 | *Leadership*Management | Flores Mario |
| 6/6/2026 | 9 a.m. - 1 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| Ethics in Communicating and Reporting (Webinar) (26WA-2209)26WA-2209 | *Fundamentals of ethical communication*4 must-have communication skills*How to improve your ethical communication skills*Problems related to unethical behavior in reporting & communication | Mims Jane |
| 6/1/2026 | 12 - 1:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Enact Retaliation Abatement and Monitoring Measures (Webinar) (26WA-2787)26WA-2787 | *Retaliation prevention*Retaliation monitoring*Speak up culture*Ethical culture | |
| 6/23/2026 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Controllership Series: The Controller's Skillset (Webinar) (26WA-2707)26WA-2707 | *Accounting*Finance Skills | Fountain Lynn |
| 6/19/2026 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Controllership Series: The Controller's Role in Financial Forecasting (Webinar) (26WA-2544)26WA-2544 | *Accounting*Finance | Fountain Lynn |
| 6/13/2026 | 12 - 1:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| The Ethical Side of Trust (Webinar) (26WA-2665)26WA-2665 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics | Minges Don Karwic Richard A |
| 6/18/2026 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Schedule K-1: What is it and What Do I Do With it? (Webinar) (26WA-2029)26WA-2029 | *Overview of Schedule K-1 for Partnerships, S Corporations, and Estates/Trust*Reporting Schedule K-1 information on Form 1040*Basis limitations, loss limitations, and material participation rules*Qualified Business Income (QBI) Deduction and Schedule K-1 integration*Case studies highlighting real-world application of Schedule K-1 reporting*Proposed changes to Schedules K-2 and K-3 for 2021 and beyond*Best practices for avoiding errors and ensuring compliance | Hourani Mary Jane |
| 5/26/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| All About Fraud: Examples, Prevention and Auditing (Webinar) (26WA-2112)26WA-2112 | *Auditing*Yellowbook | Galasso Melisa |
| 5/28/2026 | 2 - 5:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Successful Family Business (Webinar) (26WA-2900)26WA-2900 | *Business Management*Organization | Lindell James T |
| 6/26/2026 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Art of Marketing for CPAs (Webinar) (26WA-1825)26WA-1825 | *Why marketing and self promotion are so important today*What keeps people from learning this skill, and how to overcome those obstacles*How to get people (your boss, co-workers or clients) to like working with you*How to sell someone on your services in a single minute*How to attract more clients or the attention of your boss in a way that wows them*How to get referrals from your clients or glowing reviews from your boss*The 3 communication skills every business person needs to master, and why*The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career | Robinson Jonathan |
| 5/19/2026 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Accounting and Reporting Long-Term Debt (Webinar) (26WA-2683)26WA-2683 | *Debt terms that impact classification of debt, such as due on demand and subjective acceleration clauses, and more!*Proper treatment of short-term obligations that are expected to refinance within the next 12 months*"Revolving" credit agreements, where short-term debt is automatically replaced with other short-term debt for a specified period of time*Differentiating between debt modifications and troubled debt restructuring*Debt covenant compliance special considerations, including the proper form of waiver of rights to call the debt for violation | Louis Jennifer F |
| 6/18/2026 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Form 1120S: Preparation and Analysis (Webinar) (26WA-1897)26WA-1897 | *S corporation taxation fundamentals*Income and deductions for S corporations*Shareholder basis calculation*Reporting requirements for Form 1120S*Advanced tax planning strategies | Hourani Mary Jane |
| 5/20/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Not-for-Profit Internal Control: Practical Insights Into Mitigating Financial Reporting, Compliance and Other Risks (Webinar) (26WA-2687)26WA-2687 | *Recognizing the importance of each of the key components of a sound system of internal controls over financial reporting, regardless of a nonprofit entity's nature, size or complexity*Understanding the critical role of information technology (IT) general and application controls to reliable financial reporting, even in less-complex IT environments*Exercise in documenting an understanding of the design of internal controls for common classes of transactions for nonprofit entities*Identifying and evaluating the sufficiency of key controls to satisfy control objectives*Understanding the importance of verifying whether an understanding of the design of internal controls has actually been "implemented", and how to exactly go about doing that | Louis Jennifer F |
| 6/18/2026 | 8 - 11:40 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Excelling at Excel: The Magic of Power Query (Webinar) (26WA-2875)26WA-2875 | *Intro to Power Query & how to get started*Examples of data clean up using Power Query*Combining workbooks and files with Power Query | Cooper Tracy |
| 6/26/2026 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Radar Phenomenon (Webinar) (26WA-1995)26WA-1995 | *Internal Controls*Fraud Prevention*Fraud Investigation | |
| 5/26/2026 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Analytical Procedures for Not-for-Profits (Webinar) (26WA-2287)26WA-2287 | *How to leverage preliminary and substantive analytic procedures to improve the effectiveness and efficiency of financial statement audits*The required elements of a substantive analytic procedures to address detection risk*Tips and traps of applying an analytic approach to satisfy audit objectives*Explaining the usefulness of analyzing diverse trends and ratios in a nonprofit environment to meet the needs of various financial statement users*Common ratios and trends to assess liquidity, operating efficiency, leverage, and more | Louis Jennifer F |
| 6/3/2026 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Awful Ethical Dilemmas: Bringing it to Life (Webinar) (26WA-1911)26WA-1911 | *Following the letter of the Code versus following the spirit of the Code*Preparing for conflicts of interest*Document your analysis of the situations*Five (5) case study examples | Inzina J. Michael Minges Don |
| 5/21/2026 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Combatting Sexual Harassment in the Workplace (Webinar) (26WA-2922)26WA-2922 | *Sexual harassment prevention*Company culture | Ackels Alana K. |
| 6/27/2026 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Deep Dive Into Common Auditing Deficiencies (Webinar) (26WA-2728)26WA-2728 | *Auditing*Yellowbook*GAAS | Galasso Melisa |
| 6/20/2026 | 1 - 4:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Controller's Role in Data Analytics and Big Data (Webinar) (26WA-1792)26WA-1792 | *Accounting*Finance*Financial Statements | Fountain Lynn |
| 5/18/2026 | 12 - 1:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Overcome Your Obstacles to Abundance (Webinar) (26WA-1769)26WA-1769 | *How to know your specific obstacles to becoming rich*Why people use poor marketing and investment strategies, and how to overcome such limitations*The most effective marketing methods, and how to implement them*The power of being super motivated, and 3 methods to keep you motivated long term towards your goals*Having a vision for your business and life that will keep you on the right track | Robinson Jonathan |
| 5/18/2026 | 9 a.m. - 12:35 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
| Two Types of Goals You Need to Be Successful (Webinar) (26WA-2805)26WA-2805 | *Common obstacles to goal achievement*The limitations of SMART goals*Characteristics of effective outcome goals*Process Goals: The Roadmap to Achievement*Integrating Outcome and Process Goals for Maximum Impact | Lokhorst Jonathan R |
| 6/23/2026 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Promoting Mental Health in the Workplace to Prevent Violence (Webinar) (26WA-2501)26WA-2501 | *Mental Health Awareness | Sexton Andy Ayers Chad |
| 6/12/2026 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Two Types of Goals You Need to Be Successful (Webinar) (26WA-1856)26WA-1856 | *Common obstacles to goal achievement*The limitations of SMART goals*Characteristics of effective outcome goals*Process Goals: The Roadmap to Achievement*Integrating Outcome and Process Goals for Maximum Impact | Lokhorst Jonathan R |
| 5/19/2026 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Controller Function: Cash and Investments (Webinar) (26WA-2740)26WA-2740 | *Accounting*Finance | Fountain Lynn |
| 6/20/2026 | 2 - 3:20 p.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
| Communicate Financial Concepts to Non-Accountants (Webinar) (26WA-1961)26WA-1961 | *The math literacy barrier*The financial literacy barrier*What to say and how to say it*Communicating ideas graphically | Daly John L |
| 5/22/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Powerful Public Speaking (Webinar) (26WA-2057)26WA-2057 | *Communications | |
| 5/27/2026 | 9 - 10:45 a.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
| Relationship Networking: The Art of Conversation (Webinar) (26WA-2878)26WA-2878 | *Networking*Replatinship Management | |
| 6/26/2026 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Defining Lines: Advanced Professional Boundaries (Webinar) (26WA-2659)26WA-2659 | *Best practices for personal and professional boundaries*3 types of workplace boundaries*6 fail-safe ways to implement your boundaries at work*Understanding interference & how to manage related stress*Developing flexibility for efficiency & ease | Mims Jane |
| 6/18/2026 | 6 - 7:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Global Internal Audit Standards Domain IV: Part 2 (Webinar) (26WA-2986)26WA-2986 | *Internal audit*Standards*GIAS*Accounting*Auditing | Fountain Lynn |
| 6/30/2026 | 2 - 3:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethics of Artificial Intelligence: The Interaction of AI and Ethics (Webinar) (26WA-1781)26WA-1781 | *What are the ethical issues within AI?*The many biases within AI*Ownership?*Intellectual property rights?*Who benefits economically?*Changing regulations and laws *Why many organizations ban AI?*How AI can be used unethically?*The need for strong human oversight! | Cooper Tracy Minges Don |
| 5/18/2026 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Controllership Series: The Role of the Controller in ESG (Webinar) (26WA-2020)26WA-2020 | *Accounting*Finance*SG*Operations | Fountain Lynn |
| 5/26/2026 | 4 - 5:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Leading and Managing the Accounting Department (Webinar) (26WA-2839)26WA-2839 | *Accounting*Leadership*Management | Lindell James T |
| 6/24/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Preparation, Compilation and Review Engagements (Webinar) (26WA-2117)26WA-2117 | *Auditing*Yellowbook | Veno Jaclyn M. |
| 5/28/2026 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Global Internal Audit Standards Domain IV: Part 1 (Webinar) (26WA-2163)26WA-2163 | *Internal Audit*GIAS*Standards*Institute of Internal Auditors*Accounting*Auditing | Fountain Lynn |
| 5/29/2026 | 4 - 6:05 p.m. | Online | 2.4 CPE (2.4 tech, 0 non-tech) | |
| Common Sense CFO: Crisis Management, Innovation and Other Expectations Put on CFOs (Webinar) (26WA-2032)26WA-2032 | *Championing the role of innovation in the workplace*Crisis management*What does it mean?*What is our role?*The roles we take on and differences between the roles we are assigned?*Current and future trends and expectations for financial leaders and CFOs*Top ten crucial skills for 2035 from the Far Side's wisdom | Mims Robert |
| 5/26/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Staff Retention: Keep the Best People (Webinar) (26WA-2473)26WA-2473 | *Remote workforce*Employee retention*Staff turnover | Daly John L |
| 6/11/2026 | 1 - 4 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| Introverts Have Real Power: Why Quiet Leaders Are So Successful (Webinar) (26WA-2845)26WA-2845 | *What are the signs of an Introvert?*Why do we seek out extroverts?*How do we communicate?*Introvert characteristics*Secrets of public speaking for Introverts*How to help your Introverted child?*Playing to an introvert's strengths | Minges Don |
| 6/25/2026 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| International Cross Border Transactions (Webinar) (26WA-2612)26WA-2612 | *International cross border transactions. *Decrease an entities effective tax rate. *IRS audit risk | McLeod Allison M. |
| 6/16/2026 | 9 - 11 a.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| The Controllership Series: The Controller's Role in Procurement Function (Webinar) (26WA-2019)26WA-2019 | *Accounting*Finance*Procurement | Fountain Lynn |
| 5/26/2026 | 4 - 5:15 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Global Internal Audit Standards: Overview and Contrast to 2017 International Professional Practices Framework (Webinar) (26WA-2398)26WA-2398 | *Accounting*Internal Controls*Internal Audit Standards | Fountain Lynn |
| 6/8/2026 | 3 - 4:30 p.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
| Revenue Recognition: Topic 606 Overview (Webinar) (26WA-2291)26WA-2291 | *Revenue Recognition on Contracts with customers | Fountain Lynn |
| 6/4/2026 | 4 - 5:35 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Appreciation Intelligence: The New AI Elevate Culture -- Deepen Loyalty, Strengthen Performance (Webinar) (26WA-2589)26WA-2589 | *Appreciation*Languages of appreciation*Appreciation strategies | |
| 6/15/2026 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's Implementing Internal Controls in QuickBooks Environments (Webinar) (26WA-2136)26WA-2136 | *Critical risks in QuickBooks environments*Internal control options that can mitigate risk to prudently acceptable levels*Enabling alternative control measures to improve internal controls in QuickBooks environments | Stephens Tommy G |
| 5/28/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Sampling: Avoiding Common Mistakes on Financial Statement and Compliance Audits (Webinar) (26WA-1986)26WA-1986 | *Types of sampling and sampling risk*Differentiating statistical and nonstatistical sampling approaches*Attribute testing for tests of controls and compliance*Variables sampling for substantive audit assurance when performing tests of details*Determining sample sizes in a compliance audit in conformance with Uniform Guidance | Louis Jennifer F |
| 5/23/2026 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Walkin', Talkin', Lookin' and Listenin': Or Things Most of Us Don't Do Well (Webinar) (26WA-1954)26WA-1954 | *The importance of making yourself available*How to start a conversation and what to NOT talk about*The art of how to listen*When you don't understand what they just said*Don't fool by equivocations when they respond to a question*Materiality and perception | Dycus Dennis F |
| 5/22/2026 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethical Leadership: Guiding Principles When Others Falter (Webinar) (26WA-2210)26WA-2210 | *Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions | Mims Jane |
| 6/1/2026 | 2 - 3:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| The Controllership Series: Addressing Cash Flow and Forecasting Uncertainty (Webinar) (26WA-2166)26WA-2166 | *Accounting*Finance*Cashflow | Fountain Lynn |
| 5/29/2026 | 12 - 1:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Deep Dive Into Common Auditing Deficiencies (Webinar) (26WA-2115)26WA-2115 | *Auditing*Yellowbook*GAAS | Galasso Melisa |
| 5/28/2026 | 5 - 8:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Global Internal Audit Standards Domain II: Part 2 (Webinar) (26WA-2828)26WA-2828 | *Internal Audit*Standards*GIAS*Accounting*Internal Controls | Fountain Lynn |
| 6/24/2026 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Leadership Academy (In-person) (26SR-0001)26SR-0001 | *Workshop 1 (June 25) – Leadership Foundations
Leadership in a professional service firm; building a strong personal foundation; your unique qualities and how they impact your leadership approach; creating your leadership development plan. (8 CPE)
*Workshop 2 (July 20) – How to Lead Well in All Directions
Leading yourself; work-life tensions; leading across, down and up; emotional intelligence; 360-degree feedback; AI for leadership effectiveness. (8 CPE)
*Workshop 3 (Aug. 31) – Essential Leadership Skills
Coaching skills; communication and difficult conversations; effective delegation and feedback; ethical leadership. (8 CPE)
*Workshop 4 (Sept. 23) – Take Your Leadership to the Next Level
Strategic thinking and innovation skills; critical thinking for yourself and your team; adaptive and situational leadership; leading change; closing session with sponsoring partners. (8 CPE)
*Personalized Training Session
50-minute Zoom session with instructor to review your leadership development plan progress and develop next steps unique to your leadership journey. (1 CPE) | Lokhorst Jonathan R |
| 6/25/2026 | 8:30 a.m. - 4:30 p.m. | Bloomington, MN | 33 CPE (0 tech, 33 non-tech) | 1.5 Ethics |
Featured
MBAC+ Elevate: MNCPA Management & Business Advisers Conference (Virtual) (26CF-MBA2)26CF-MBA2 | | Periakaruppan Muthuraman Harper Christopher Harper Christopher Martz Kyler Toppen Amy Gwoke Phil Hood Bret Shimamoto Donny C Stephens Tommy G Linhardt Christian P Botnen Joshua Stephens Tommy G Donti Leah Donti Leah Stephens Tommy G Levison Clare K Leite Jacob Behan Matt Basu Anirban Hood Bret Donti Leah Peters David R. Shimamoto Donny C Krautkramer Carrie Stephens Tommy G McLeod Allison M. Taylor Jacob Sells Erin Bendana Juan Peters David R. |
| 6/23/2026 | 8 a.m. - 4:30 p.m. | Online | 16 CPE (see agenda) | |
| MNCPA Audits of Employee Benefit Plans Conference (26CF-EBPA)26CF-EBPA | | Dummer Randy M Rafik Rachel Linder Debra J Keim Jennifer Rafik Rachel Schwingler Maria A Keim Jennifer Griswold Erin Heap Marjorie H Dummer Randy M Heap Marjorie H |
| 5/18/2026 | 8 a.m. - 4:30 p.m. | Bloomington, MN and Online | 8 CPE (see agenda) | |
Featured
MNCPA Estate & Personal Financial Planning Conference (26CF-EPFP)26CF-EPFP | | Schromen Rachel Rephan David Lammers Jennifer A Anderson Shelby Levine Jeffrey Levine Jeffrey Bear Stuart C Bear Stuart C Lammers Jennifer A Baker Téa Bear Stuart C Selcer Charles Rudolph Brian Schipper Tyler Wittman Cozy Olson Jason W Levine Jeffrey |
| 6/16/2026 | 8 a.m. - 4:30 p.m. | Bloomington, MN and Online | 16 CPE (see agenda) | 1 Ethics |
| MNCPA Audits of School Districts Conference (Virtual) (26CF-SCHL)26CF-SCHL | | Meier Debra A Erickson Cathy Kerr Mark Parker Lisa Nelson Robin M Grice Andrew R Quiner Mark Whittington Tressa Latimer Samuel |
| 6/1/2026 | 8 a.m. - 4:30 p.m. | Online | 8 CPE (see agenda) | 1 Ethics |
| Agriculture Tax & Accounting Conference (Virtual) (26CF-AGRC)26CF-AGRC | *Tax and accounting issues facing farmers and Ag clients*Cash flows and financial management*Succession planning*How to better partner with your clients*Economic outlook | Fuhrer Luke Graham Lisa Hart Chad Brown David A Bernhardt Kevin Neiffer Paul G. Tidgren Kristine Mellema Chet Foulk Shay Petersen Becky |
| 8/13/2026 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (see agenda) | |
| MNCPA Insight Hour (Webinar) (26FR-WM02)26FR-WM02 | *Coming soon | Wedul Linda Fragnito Geno |
| 10/23/2026 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| MNCPA Insight Hour (Webinar) (26FR-WM03)26FR-WM03 | *Coming soon | Fragnito Geno Wedul Linda |
| 1/22/2027 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Predicting the Future: 21st Century Budgets and Projections (Webinar) (26WC-0216)26WC-0216 | *Why great predictions are not intuitive*How to separate correlation from causation*How to recognize and overcome bias*Learn from the past without hindsight bias*Why the many purposes and types of budgets and projections cause distortions*How benchmarking and metrics have changed the budget process | |
| 7/14/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Vows Made Visible: Ethics and the Call of the Profession (Webinar) (26WC-0339)26WC-0339 | *AICPA Code of Professional Conduct, Institute of Management Accountants Standards of Ethical Conduct and T.D. Circular 230*Implications of the Sarbanes-Oxley Act of 2002*Recent, relevant cases on accounting profession ethics and professional responsibility*Areas the partner should pay particular attention to*What it means to be a profession and a professional*Ethical frameworks | |
| 8/20/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| June 2026 AI Update: Current Issues, Future Possibilities (Webinar) (26WC-0109)26WC-0109 | *Recent changes in major AI languages and their uses*New developments in chatbot and prompt query tools for CPAs*Major AI breakthroughs in the past 6 months*Recommended AI tools for CPAs | |
| 6/1/2026 | 12 - 1:30 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Staff Tax Training: S Corporations (Form 1120S) (Webinar) (26WC-0116)26WC-0116 | *An extensive review of the S corporation tax laws with an emphasis on any new legislative changes Form 1120S (and related schedules) preparation issues*S corporation formation issues and liquidations*Form 2553 S corporation elections and late IRS election procedures*Schedule K and K-1'preparation issues including separately and non-separately stated income and expense items (including the 20% qualified business income (QBI) deduction, 3.8% net investment income tax, business interest deduction limitations, fringe benefits and entertainment expenses)*S corporation revocation and termination and allocation of income during short S and C corporation years*Unreasonably low officer compensation issues*Tax treatment of fringe benefits paid to 2% shareholders and family members*Schedule D'built-in gains (BIG) tax computation and planning opportunities when converting from a C to S corporation*Excess passive investment income tax issues*Schedule M-2'detailed step-by-step analysis of the AAA, PTI, E&P and OAA accounts and look at the tax treatment of distributions when the S corporation has prior C corporation earnings and profits (E&P)*Overview of calculating a shareholder's stock and debt basis and discuss how S corporation losses and deductions can be limited to basis and the at-risk rules | Garverick Pat |
| 6/8/2026 | 10 a.m. - 5:30 p.m. | Online | 16 CPE (16 tech, 0 non-tech) | |
| ChatGPT Deep-Dive Hands-on Bootcamp for CPAs (Webinar) (26WC-0387)26WC-0387 | *Getting started with ChatGPT*Tour of the ChatGPT app and how to use it*Variety of hands-on case study examples for accounting, finance and tax*Protecting your data privacy in ChatGPT*Advanced ChatGPT features review*Subscription plan options | |
| 8/31/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| How Technology Controls Should Be Developed and Implemented (Webinar) (26WC-0082)26WC-0082 | *An overview of AI--What it is and how it works*How AI fits into the technology landscape*A look at how artificial intelligence is used now and what the future holds. | |
| 5/21/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Estate Planning: A Comprehensive Overview (Webinar) (26WC-0097)26WC-0097 | *Intestate succession and probate administration*Holding title to assets*Lifetime asset transfers and testamentary asset transfer planning*Structures to avoid or minimize transfer taxes*Living trusts, including A-B and A-B-C, life insurance trusts, terminating irrevocable trusts, use of trust protectors, trust administration during incapacity and post-mortem | |
| 5/27/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| ABC Trust Planning and the Portable Exclusion (Webinar) (26WC-0153)26WC-0153 | *The interplay of the estate, gift, generation-skipping, and income taxes*Claiming and protecting the portable exclusion*Marital deduction planning: rules for and reasons to use Survivor's, QTIP, and Qualified Domestic Trusts*"B" (Bypass) trusts*"A" (Survivor's)*"C" (QTIP) trusts planning*"QDOT" (Qualified Domestic Trust) planning*What planners should tell their wealthy clients after the passage of the One Big Beautiful Bill | |
| 6/17/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| GAAP Update (Webinar) (26WC-0295)26WC-0295 | *Equity method investments and joint ventures*Changes in U.S. GAAP financial statement presentation and disclosure requirements*Accounting and disclosure for crypto assets*Various other Accounting Standards Updates (ASUs) issued during 2023 through 2026*FASB Technical Projects and Agenda, including recently exposed Proposed ASUs | |
| 8/11/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Passive Activities and Rental Real Estate Income Tax Issues (Webinar) (26WC-0166)26WC-0166 | *Detailed coverage of the passive activity rules under IRC Section 469 (and related regulations), how the 3.8% net investment income tax under Section 1411 and qualified business income (QBI) deduction under Section 199A applies to rentals and passive activities, and what is a trade or business rental is under Section 162*How the PAL rules apply to rental real estate activities and investments in S corporations and partnerships*Definition of activity and the activity grouping and disclosure rules*Real estate professional exception to the PAL rules for investments in non-passive rentals*Special $25,000 loss allowance for rental real estate with active participation*Material participation safe harbor rules*Events that trigger suspended PALs*Limitations on tax credits generated by passive activities*Special rules that re-characterize passive income to non-passive income*What rentals are subject to self-employment tax under Section 1402 | Garverick Pat |
| 6/23/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Know Your Cost: Double Your Profit (Webinar) (26WC-0194)26WC-0194 | *Why traditional approaches are inadequate*How superior cost information can double your profit*Make Activity Based Costing spreadsheet easy*Recognize joint and by-products*Add throughput costing to your toolbox*Depreciation*Interest and the cost of capital | |
| 6/25/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| SSARS Codification: Preparation, Compilation and Review (Webinar) (26WC-0072)26WC-0072 | *SSARS Codification requirements*SSARS engagements: preparation of financial statements, compilation of financial statements and proforma financial information*Review of financial statements*Coverage of the amendments to the SSARS contained in SSARS 26 and SSARS 27 | |
| 5/20/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| PFP Update: Issues, Exposures and Developing Client Strategy (Webinar) (26WC-0241)26WC-0241 | *Cash flow management*Insurance, investment, income tax, education, retirement and estate planning*Understanding client issues, diagnosing client exposures and determining client solutions*Closely held business owner strategies | |
| 7/23/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Form 5500 Annual Update (Webinar) (26WC-0154)26WC-0154 | *Forms 5500, 5500SF and 5500EZ*Form 5500: nuances and schedules*Reporting and disclosing compliance issues*Reporting delinquent contributions*Failure to file | |
| 6/17/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Comprehensive Partnership Taxation Form 1065 (Webinar) (26WC-0360)26WC-0360 | *Special and Targeted allocations*Proper calculation of outside and inside tax basis*Tax consequences of distributions including the impact of "hot assets"*Transfer of partnership interests*Issuance of partnership interests to service partners | |
| 8/25/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| AI: It's Here and It's Time to Get on Board (Webinar) (26WC-0170)26WC-0170 | *An overview of AI--What it is and how it works*How AI fits into the technology landscape*A look at how artificial intelligence is used now and what the future holds. | |
| 6/23/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Accounting Fraud (Webinar) (26WC-0150)26WC-0150 | *The elements of fraud and the Fraud Triangle Theory*Types of fraud with a focus on management fraud*Best practices in fraud detection and deterrence | |
| 6/17/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Real Estate Taxation Full Circle (Webinar) (26WC-0158)26WC-0158 | *Personal residence and vacation home advantages and traps*Depreciation, credits, passive losses, qualified business income (QBI) under the One Big Beautiful Bill*Installment sales*Involuntary conversions*Like-kind exchanges*Real estate investment trusts (REITs) | |
| 6/18/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| FASB and AICPA Update for Tax Professionals: Highlights (Webinar) (26WC-0100)26WC-0100 | *Broadly applicable ASU effective in 2025 and beyond*Significant recent SASÂ | |
| 5/28/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Financial Accounting Standards: A Comprehensive Review (Webinar) (26WC-0209)26WC-0209 | *Application of professional judgment*Codification, GAAP and the GAAP hierarchy*Recent changes in financial statement presentation*Hot Topics in financial reporting and accounting | |
| 7/8/2026 | 10 a.m. - 5:30 p.m. | Online | 16 CPE (16 tech, 0 non-tech) | |
| Real Estate Taxation Full Circle (Webinar) (26WC-0159)26WC-0159 | *Personal residence and vacation home advantages and traps*Depreciation, credits, passive losses, qualified business income (QBI) under the One Big Beautiful Bill*Installment sales*Involuntary conversions*Like-kind exchanges*Real estate investment trusts (REITs) | |
| 6/18/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| IRAs: Traditional, Roth, SEP and SIMPLE (Webinar) (26WC-0234)26WC-0234 | *An emphasis on newly enacted tax legislation affecting IRAs., including the NEW final required minimum distribution (RMD) regulations*Contribution limits to and tax treatment of distributions from Traditional, Roth, SEP and SIMPLE IRAs*Deductible phase-out limits for Traditional IRA contributions for taxpayers who are active participants in qualified retirement plans*Roth IRA contribution phase-out limits, as well as tax-free qualified distributions*Planning opportunities for conversions to ROTH IRAs*Rollover rules to/from different retirement accounts and the one-rollover-per-year limitation*The different options of receiving IRA distributions before age 59 ½ and avoiding the 10% early distribution penalty (including substantially equal periodic payments)*The required minimum distribution (RMD) rules from IRAs needed to avoid the 50% penalty after the account owner turns age 72 or dies*The tax ramifications of spouse and non-spouse beneficiaries and how this affects the RMD calculation after the account owner's death*Overview of health savings account (HSA) eligibility rules, contribution limits and distribution rules | Garverick Pat |
| 7/22/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Retirement Penalties and Rollover Issues (Webinar) (26WC-0096)26WC-0096 | *What the IRS knows: Forms 1099R and 5498*Exceptions to the ten percent penalty*Secure 2.0 changes to the late payment penalty*History of the 60-day Rule and Recent Developments*Rulings and self-certification*Form 5329 use and strategies | |
| 5/27/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Comprehensive FASB and AICPA Update for Tax Professionals (Webinar) (26WC-0232)26WC-0232 | *Broadly applicable ASU effective in 2025 and beyond*Significant recent SAS*Tax-basis financial statements | |
| 7/22/2026 | 8 a.m. - 3:30 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| How Good Companies Become Great: Secrets to Success (Webinar) (26WC-0390)26WC-0390 | *The link between great companies and their core values*Getting the right people on the bus and in the right seats*The Hedgehog Concept*a model to identify your company's focal point to create maximum value | |
| 9/1/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Preparation, Compilation and Review Services (Webinar) (26WC-0113)26WC-0113 | *All recently issued SSARS standards*Financial reporting frameworks*Distinguishing special purpose frameworks from GAAP*CPAs reporting on financial statements*Financial statement disclosures*Recently issued ethics standards*Peer review deficiencies | |
| 6/4/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Microsoft 365 for CPAs: Unlocking Hidden Productivity Tools (Webinar) (26WC-0225)26WC-0225 | *Round robin review of lesser-known M365 apps*Reduce / eliminate internal email communications with Teams and SharePoint*Collaborate on spreadsheet and documents with your colleagues in real time*Get control of your appointment schedule with the Bookings app*Tap the full potential of OneNote as your primary repository for notes, correspondence and more*Replace email attachments with secure file sharing links*Document business processes with the Stream app*Leverage the power of AI in M365 with Copilot | |
| 7/20/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 101 Tax Planning Ideas (Webinar) (26WC-0326)26WC-0326 | *An overview of the individual and business tax changes in the One Big Beautiful Bill*Identifying tax planning opportunities in the tax formula*Different types of planning*Frequently-used planning techniques*Qualitative and quantitative considerations*The connection between tax planning and other financial planning areas, such as retirement, investment, insurance, and estate planning*Looking to the past, present, and future as we plan | |
| 8/18/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Metrics Management: Choose and Use Key Performance Indicators (Webinar) (26WC-0301)26WC-0301 | *Link long term strategy to short term financial plans*Use benchmarking to determine what performance should be | |
| 8/11/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Ethical Intelligence: Global Case Studies and Standards (Webinar) (26WC-0065)26WC-0065 | *Ethical Responsibilities for CPAs*AICPA Code of Professional Conduct*PCAOB Independence & Ethics*Sarbanes--Oxley Act*Circular 230*Foreign Corrupt Practices Act*Whistleblower & Reporting Duties (incl. Dodd-Frank)*California State Board Ethics & Enforcement*Data Privacy & Confidentiality (CCPA/CPRA) | Weinstein Bruce |
| 5/19/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Tax Basis Financial Statements (Webinar) (26WC-0101)26WC-0101 | *Tax basis financial statements presentation and disclosure*Reporting on tax-basis financial statements | |
| 5/28/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Fiduciary Taxation Part 2: Fiduciary Accounting and Simple Trusts (Webinar) (26WC-0292)26WC-0292 | *Review the basic concept of fiduciary duty*Review the basic concept of fiduciary accounting*Use of a diagram to distinguish income and principal*Calculating fiduciary accounting income*Requirements of a simple trust*Problem example spreadsheets reflecting fiduciary accounting and taxation of simple trusts as well as how depreciation is handled by a fiduciary entity*Problem examples reflecting a completed Form 1041 using spreadsheet calculations for fiduciary accounting and taxation of simple trusts | |
| 8/10/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Leases: ASC Topic 842 in Depth (Webinar) (26WC-0366)26WC-0366 | *FASB ASC 842, Leases*All recently released updates to ASC 842, Leases | |
| 8/26/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Firm Ethics: A Practical Approach (Webinar) (26WC-0084)26WC-0084 | *AICPA Code of Professional Conduct*Ethics requirements for CPA firms | |
| 5/21/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| SSARS Codification: Preparation, Compilation and Review (Webinar) (26WC-0333)26WC-0333 | *SSARS Codification requirements*SSARS engagements: preparation of financial statements, compilation of financial statements and proforma financial information*Review of financial statements*Coverage of the amendments to the SSARS contained in SSARS 26 and SSARS 27 | |
| 8/19/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Driving Corporate Performance: The CFO's Role in Competitiveness (Webinar) (26WC-0286)26WC-0286 | *Know why successful companies focus their strategy*Translate strategic initiatives into accomplishments | |
| 8/6/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| How Technology Controls Should Be Developed and Implemented (Webinar) (26WC-0313)26WC-0313 | *An overview of AI--What it is and how it works*How AI fits into the technology landscape*A look at how artificial intelligence is used now and what the future holds. | |
| 8/13/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Not-for-Profit A&A Standards Update and New Developments (Webinar) (26WC-0121)26WC-0121 | *Pledges and contributions*Restrictions and conditions*Special concerns with governmental funding*Donated goods and services*Special events*Revenues earned through sales and services to customers | |
| 6/9/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Preparing Financial Statements for Clients (Webinar) (26WC-0211)26WC-0211 | *Preparation engagement definition and risk assessment*Materiality*Misstatements and fraud*Client acceptance and continuation*Engagement letters*Prospective financial statements | |
| 7/10/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Pass Through Entity Owners Schedule K-1 Analysis (Webinar) (26WC-0179)26WC-0179 | *Detailed coverage of any new legislation affecting basis computations and distributions and changes to the schedule K-1s (including the Form 7203--S Corporation Shareholder Stock and Debt Basis Limitations)*Line-by-line analysis of the Schedule K-1s to determine how the items affect an S shareholder's stock and debt basis and a partner/member's outside basis and where the items get reported on Federal individual income tax return*The three loss and deduction limitations on the owner's individual income tax return (i.e. basis, at-risk and other Form 1040 limitations)*How cash or non-cash distributions affect the basis calculations and whether or not they are taxable to the owners*Compare the tax treatment of the sale of a shareholder's stock in an S corporation and a partner's interest in a partnership*What constitutes debt basis for an S corporation shareholder under the final regulations*The tax ramifications of repaying loans to S corporation shareholders and on open account debt*How recourse and non-recourse debt affect a partner or member's basis calculations and amount at-risk | Garverick Pat |
| 6/24/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Know Your Cost: Double Your Profit (Webinar) (26WC-0193)26WC-0193 | *Why traditional approaches are inadequate*How superior cost information can double your profit*Make Activity Based Costing spreadsheet easy*Recognize joint and by-products*Add throughput costing to your toolbox*Depreciation*Interest and the cost of capital | |
| 6/25/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Comprehensive S Corporation Taxation Form 1120S (Webinar) (26WC-0379)26WC-0379 | *Learn how to qualify and to make the S corporation election*Determine how to calculate initial and annual stock and debt basis amounts and the three reasons why they are maintained*Understand the four loss limitation rules applied on the shareholder's individual income tax return (i.e., basis, at-risk, passive, and excess business loss limitations)*Understand the proper tax treatment and reporting of a distribution from the S corporation to a shareholder*Determine how to calculate AAA and OAA account for an S corporation as well as the 3 potential taxes*Determine the impact of health insurance, the net investment income tax, qualified business income tax deduction and unreasonable compensation issues on the reporting function of the S corporation | |
| 8/27/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Financial Statement Analysis for Managers (Webinar) (26WC-0204)26WC-0204 | *Pros/cons of ratio analysis*Cash flow analysis*Operating leverage vs. financial leverage*Effective financial performance measures | |
| 7/8/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Divorce Concerns: Taxes, Valuation, Finances, Retirement and Obligations (Webinar) (26WC-0131)26WC-0131 | *Divorce and ongoing payment issues dealing with alimony and child support*Documents protecting a client going forward, including pre-nuptials, cohabitation agreements, post-nuptials and many others*Advanced income tax issues, including like-kind exchanges, filing status issues, credits and asset sales*Advanced retirement issues, including dissecting qualified, personal retirement, and nonqualified plans, QDROs, past and defunct plans, and using retirement assets to equalize assets*High-level valuation issues, including closely held business, stock redemptions, partnership redemptions and stock options | |
| 6/11/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Comprehensive Passive Activity Losses (PAL) (Webinar) (26WC-0253)26WC-0253 | *Overview of the four loss limitation rules and how the PAL rules interact with the other limitations*Definition of a PAL including a detailed review of the 7 determining factors contained in the Treasury Regulations with a review of several recent court decisions that interpret this regulation*Impact of PAL rules on real estate ownership*Learn the six Nonshelterable Passive Activity (NOPA) rules that act as anti-abuse rules to the PAL rules*Discuss how the PAL rules impact tax credits*Discuss tax elections and planning techniques associated with PALs | |
| 7/28/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Vows Made Visible: Ethics and the Call of the Profession (Webinar) (26WC-0340)26WC-0340 | *AICPA Code of Professional Conduct, Institute of Management Accountants Standards of Ethical Conduct and T.D. Circular 230*Implications of the Sarbanes-Oxley Act of 2002*Recent, relevant cases on accounting profession ethics and professional responsibility*Areas the partner should pay particular attention to*What it means to be a profession and a professional*Ethical frameworks | |
| 8/20/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| ABC Trust Planning and the Portable Exclusion (Webinar) (26WC-0152)26WC-0152 | *The interplay of the estate, gift, generation-skipping, and income taxes*Claiming and protecting the portable exclusion*Marital deduction planning: rules for and reasons to use Survivor's, QTIP, and Qualified Domestic Trusts*"B" (Bypass) trusts*"A" (Survivor's)*"C" (QTIP) trusts planning*"QDOT" (Qualified Domestic Trust) planning*What planners should tell their wealthy clients after the passage of the One Big Beautiful Bill | |
| 6/17/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Comprehensive FASB and AICPA Update for Tax Professionals (Webinar) (26WC-0090)26WC-0090 | *Broadly applicable ASU effective in 2025 and beyond*Significant recent SAS*Tax-basis financial statements | |
| 5/27/2026 | 8 a.m. - 3:30 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| Staff Tax Training: Individuals (Form 1040) (Webinar) (26WC-0112)26WC-0112 | *An extensive review of the individual income tax laws with an emphasis on any new legislative changes and Form 1040 (and related schedules) preparation issues*Walk through the detailed 20% qualified business income (QBI) deduction computation and Form 8995/8995-A*Form 1040'gross income items including wages, interest & dividends (Schedule B), alimony, refunds, unemployment compensation, pension, IRA's, social security and other miscellaneous income items*Schedule A'allowable itemized deductions & changes after the TCJA*Schedule C and F'trade or business income and deductions*Form 4562'depreciation, amortization and Section 179 expense*Schedule D'sales of capital assets and personal residences*Form 4797'sale of trade or business property, including the ordinary income recapture rules under IRC Section 1245 and Section 1250*Schedule E'rentals, passive activities and flow-through entities K-1s*Adjustments to gross income, including IRAs, SEPs, SIMPLEs, HSAs, tuition and fees, alimony paid, student loan interest and self-employed health insurance deduction*Overview of the various taxes, including income, capital gain, self-employment, household employee, kiddie taxes, AMT and 3.8% net investment income tax*Selected tax credits (e.g., child tax, dependent care and education) | Garverick Pat |
| 6/2/2026 | 10 a.m. - 5:30 p.m. | Online | 24 CPE (24 tech, 0 non-tech) | |
| Financial Statement Analysis (Webinar) (26WC-0079)26WC-0079 | *How to extract necessary information*Financial ratios that are used as analytical tools*The proper understanding of accounting terminology*Basic ratio tools*Cash flow*Working capital | |
| 5/21/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Financial Statements for the Simple Business Entity (Webinar) (26WC-0389)26WC-0389 | *Accounting for simple business entities*Income tax, modified cash basis and other alternatives to GAAP*Avoiding the pitfalls and costs of GAAP reporting and disclosure requirements*Documenting accounting decisions to minimize potential liability | |
| 9/1/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Tax Planning for Sole Proprietors and Other Business Owners (Webinar) (26WC-0280)26WC-0280 | *An overview of the business-related tax changes in the One Big Beautiful Bill*Using the independent contractor rules and hobby loss rules to ensure the activity is a trade or business*Reviewing Schedule C deductions for travel, meals, transportation, employee fringe benefits, costs of goods sold, depreciation, and home offices*Maximizing the benefits from 1040 deductions for Keogh plans, Solo 401(k)s, Simplified Employee Pension (SEP) plans, and SIMPLE plans*Taking advantage of the self-employed health insurance deduction and the qualified business income (QBI) deduction*Avoiding the at-risk and passive activity loss limitations*Making the right business entity election*In-depth coverage of what advisers of sole proprietors and single-member limited-liability-company owners need to know | |
| 8/5/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Passive Activities and Rental Real Estate Income Tax Issues (Webinar) (26WC-0073)26WC-0073 | *Detailed coverage of the passive activity rules under IRC Section 469 (and related regulations), how the 3.8% net investment income tax under Section 1411 and qualified business income (QBI) deduction under Section 199A applies to rentals and passive activities, and what is a trade or business rental is under Section 162*How the PAL rules apply to rental real estate activities and investments in S corporations and partnerships*Definition of activity and the activity grouping and disclosure rules*Real estate professional exception to the PAL rules for investments in non-passive rentals*Special $25,000 loss allowance for rental real estate with active participation*Material participation safe harbor rules*Events that trigger suspended PALs*Limitations on tax credits generated by passive activities*Special rules that re-characterize passive income to non-passive income*What rentals are subject to self-employment tax under Section 1402 | Garverick Pat |
| 5/20/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| IRAs: Traditional, Roth, SEP and SIMPLE (Webinar) (26WC-0123)26WC-0123 | *An emphasis on newly enacted tax legislation affecting IRAs., including the NEW final required minimum distribution (RMD) regulations*Contribution limits to and tax treatment of distributions from Traditional, Roth, SEP and SIMPLE IRAs*Deductible phase-out limits for Traditional IRA contributions for taxpayers who are active participants in qualified retirement plans*Roth IRA contribution phase-out limits, as well as tax-free qualified distributions*Planning opportunities for conversions to ROTH IRAs*Rollover rules to/from different retirement accounts and the one-rollover-per-year limitation*The different options of receiving IRA distributions before age 59 ½ and avoiding the 10% early distribution penalty (including substantially equal periodic payments)*The required minimum distribution (RMD) rules from IRAs needed to avoid the 50% penalty after the account owner turns age 72 or dies*The tax ramifications of spouse and non-spouse beneficiaries and how this affects the RMD calculation after the account owner's death*Overview of health savings account (HSA) eligibility rules, contribution limits and distribution rules | Garverick Pat |
| 6/10/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Comprehensive Pass-Through Owners Basis and Distribution Rules (Webinar) (26WC-0262)26WC-0262 | *Understand the four loss limitation rules applied on the owner's individual income tax return (i.e., basis, at-risk, passive, and excess business loss limitations)*Determine how to calculate an owners" initial tax basis of his pass-through entity*Learn how to correctly make annual adjustments to a pass-through owners" tax basis*Identify what constitutes a debt basis for an S corporation shareholder*Learn the tax ramifications of repaying loans to S corporation shareholders | |
| 7/30/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Internal and External Fraud: Understanding it and Working to Control it (Webinar) (26WC-0228)26WC-0228 | *Understanding why internal fraud occurs*Fraudulent acts initiated by outside organizations*Policies, procedures and control measures designed to fight fraud*Steps that verify anti-fraud activities are working | |
| 7/21/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Corporate Fraud Risk and Investigations (Webinar) (26WC-0383)26WC-0383 | *Types of Corporate Fraud*Introduction to fraud risk*Fraud risk prevention programs*Fraud investigations | |
| 8/28/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Pension and Profit-Sharing Plan Strategies (Webinar) (26WC-0191)26WC-0191 | *Types of documents: advantages and disadvantages, where they fit and plan termination issues*Types of retirement plans*Plan selection and design*Contribution and deduction limits and timing*Reporting and disclosure: Form 5500 and participant communications*Legislative environment*In-plan Roth conversions | |
| 6/25/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Comprehensive Pass-Through Owners Basis and Distribution Rules (Webinar) (26WC-0368)26WC-0368 | *Understand the four loss limitation rules applied on the owner's individual income tax return (i.e., basis, at-risk, passive, and excess business loss limitations)*Determine how to calculate an owners" initial tax basis of his pass-through entity*Learn how to correctly make annual adjustments to a pass-through owners" tax basis*Identify what constitutes a debt basis for an S corporation shareholder*Learn the tax ramifications of repaying loans to S corporation shareholders | |
| 8/26/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Financial Statement Analysis (Webinar) (26WC-0080)26WC-0080 | *How to extract necessary information*Financial ratios that are used as analytical tools*The proper understanding of accounting terminology*Basic ratio tools*Cash flow*Working capital | |
| 5/21/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Build Your Team: Get Results (Webinar) (26WC-0206)26WC-0206 | *Myths about teamwork*Lessons from great teams*Discuss the Five Dysfunctions of a Team*Key duties and attributes of a true leader*How to gain commitment*Create an action plan to harness teamwork | |
| 7/8/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Staff Tax Training: Partnerships and LLCs: Form 1065 (Webinar) (26WC-0141)26WC-0141 | *Extensive review of the partnership tax laws with an emphasis on any new legislative changes and Form 1065 (and related schedules) preparation issues*Overview of different forms of business entities, including the check-the-box regulations*Formation issues, including the mandatory allocation of the Section 704(c) pre-contribution gain or losses back to the contributing partner/member*Schedule K and K-1'preparation issues including separately and non-separately stated income and expense items (including the 20% qualified business income (QBI) deduction, 3.8% net investment income tax, business interest deduction limitations, fringe benefits and entertainment expenses)*Calculating the tax and Section 704(b) book capital accounts*Understand the substantial economic effect requirement to have special allocations to the partners/members*Allocation of recourse and non-recourse debt to the schedule K-1s*Deductibility of fringe benefits, including health insurance premiums*Guaranteed payments & self-employment tax issues and pitfalls*Overview of how partnership losses and deductions can be limited to calculating a partner/member's outside basis and at-risk rules*Section 754 election for optional basis adjustments triggering Section 743 (transfer of interests) and Section 734 (distributions)*Partnership liquidation and distribution tax ramifications at both the partnership and partner level | Garverick Pat |
| 6/15/2026 | 10 a.m. - 5:30 p.m. | Online | 16 CPE (16 tech, 0 non-tech) | |
| Ethical Intelligence: Global Case Studies and Standards (Webinar) (26WC-0376)26WC-0376 | *Ethical Responsibilities for CPAs*AICPA Code of Professional Conduct*PCAOB Independence & Ethics*Sarbanes--Oxley Act*Circular 230*Foreign Corrupt Practices Act*Whistleblower & Reporting Duties (incl. Dodd-Frank)*California State Board Ethics & Enforcement*Data Privacy & Confidentiality (CCPA/CPRA) | |
| 8/27/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Fiduciary Accounting Part 1: Fiduciary Duty Basics and Authority (Webinar) (26WC-0352)26WC-0352 | *What is fiduciary duty, and how does it apply to a trustee or personal representative?*What are the state statutory accounting rules, and where can you find them?*What is fiduciary accounting income?*What is fiduciary account principal?*How does fiduciary accounting impact fiduciary taxation? | |
| 8/24/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Pass Through Entity Owners Schedule K-1 Analysis (Webinar) (26WC-0092)26WC-0092 | *Detailed coverage of any new legislation affecting basis computations and distributions and changes to the schedule K-1s (including the Form 7203--S Corporation Shareholder Stock and Debt Basis Limitations)*Line-by-line analysis of the Schedule K-1s to determine how the items affect an S shareholder's stock and debt basis and a partner/member's outside basis and where the items get reported on Federal individual income tax return*The three loss and deduction limitations on the owner's individual income tax return (i.e. basis, at-risk and other Form 1040 limitations)*How cash or non-cash distributions affect the basis calculations and whether or not they are taxable to the owners*Compare the tax treatment of the sale of a shareholder's stock in an S corporation and a partner's interest in a partnership*What constitutes debt basis for an S corporation shareholder under the final regulations*The tax ramifications of repaying loans to S corporation shareholders and on open account debt*How recourse and non-recourse debt affect a partner or member's basis calculations and amount at-risk | Garverick Pat |
| 5/27/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Financial Accounting Standards: A Comprehensive Review (Webinar) (26WC-0338)26WC-0338 | *Application of professional judgment*Codification, GAAP and the GAAP hierarchy*Recent changes in financial statement presentation*Hot Topics in financial reporting and accounting | |
| 8/18/2026 | 8 a.m. - 3:30 p.m. | Online | 16 CPE (16 tech, 0 non-tech) | |
| Tax Practice Conduct Standards: Circular 230 and AICPA Statements (Webinar) (26WC-0214)26WC-0214 | *Federal statutory and regulatory standards governing tax preparers: Preparer penalty provisions, Circular 230 and; AICPA Statements on Standards for Tax Services*Tax shelter and reportable transaction issues in depth*Attorney-client, Sec. 7525 and work product privilege issues and Kovel arrangements | |
| 7/14/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Fraud Stories Series September 2026 (Webinar) (26WC-0391)26WC-0391 | *Fraud*Internal controls*Auditing*Ethical issues*Advanced accounting issues*Risk management | |
| 9/2/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Comprehensive Pass-Through Owners Basis and Distribution Rules (Webinar) (26WC-0367)26WC-0367 | *Understand the four loss limitation rules applied on the owner's individual income tax return (i.e., basis, at-risk, passive, and excess business loss limitations)*Determine how to calculate an owners" initial tax basis of his pass-through entity*Learn how to correctly make annual adjustments to a pass-through owners" tax basis*Identify what constitutes a debt basis for an S corporation shareholder*Learn the tax ramifications of repaying loans to S corporation shareholders | |
| 8/26/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Internal Controls: Strengthen Security, Efficiency and Employee Conduct (Webinar) (26WC-0067)26WC-0067 | *An overview of control frameworks and concepts*Strategy considerations that can be incorporated into control development*Understanding and controlling risk that arises | Egnatoff Karl W |
| 5/19/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The CPA's 2026 Guide to Cryptocurrency and Blockchain (Webinar) (26WC-0137)26WC-0137 | *Blockchain technology primer*Cryptocurrency technology primer*Update on the cryptocurrency marketplace*Cryptocurrency exchanges - the good, the bad and the ugly*Overview of cryptocurrency taxation and legislation*Smart contracts - what they are and how they work | |
| 6/15/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Tax Planning for Sole Proprietors and Other Business Owners (Webinar) (26WC-0103)26WC-0103 | *An overview of the business-related tax changes in the One Big Beautiful Bill*Using the independent contractor rules and hobby loss rules to ensure the activity is a trade or business*Reviewing Schedule C deductions for travel, meals, transportation, employee fringe benefits, costs of goods sold, depreciation, and home offices*Maximizing the benefits from 1040 deductions for Keogh plans, Solo 401(k)s, Simplified Employee Pension (SEP) plans, and SIMPLE plans*Taking advantage of the self-employed health insurance deduction and the qualified business income (QBI) deduction*Avoiding the at-risk and passive activity loss limitations*Making the right business entity election*In-depth coverage of what advisers of sole proprietors and single-member limited-liability-company owners need to know | |
| 5/28/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Not-for-Profit Organizations: Treasury Utilizing QuickBooks (Webinar) (26WC-0226)26WC-0226 | *Financial entity*IRS filing status*Recent ASC updates affecting nonprofits*Inflows and Outflows*QuickBooks Desktop*Setup*Data entry*Reporting*Governance policies and budgeting | |
| 7/21/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Staff Retention: Attract and Keep the Best People (Webinar) (26WC-0375)26WC-0375 | *What a massive Gallup study says is the most important factor in employee retention*Hear the logical reasons why professionals leave | |
| 8/26/2026 | 11 a.m. - 2:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Agentic AI for CPAs: Automate Workflows with Intelligence (Webinar) (26WC-0384)26WC-0384 | *Introduction to agentic AI concepts and terminology*Case studies for using AI agents in accounting, finance and tax services*Step by step demonstration of creating and deploying an AI agent*Introduction to Microsoft Copilot Studio agent builder*Developing your AI agent deployment strategy | |
| 8/28/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Not-for-Profit Organizations: Treasury Utilizing QuickBooks (Webinar) (26WC-0094)26WC-0094 | *Financial entity*IRS filing status*Recent ASC updates affecting nonprofits*Inflows and Outflows*QuickBooks Desktop*Setup*Data entry*Reporting*Governance policies and budgeting | |
| 5/27/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Comprehensive FASB and AICPA Update for Tax Professionals (Webinar) (26WC-0091)26WC-0091 | *Broadly applicable ASU effective in 2025 and beyond*Significant recent SAS*Tax-basis financial statements | |
| 5/27/2026 | 10 a.m. - 5:30 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| IRAs: Traditional, Roth, SEP and SIMPLE (Webinar) (26WC-0235)26WC-0235 | *An emphasis on newly enacted tax legislation affecting IRAs., including the NEW final required minimum distribution (RMD) regulations*Contribution limits to and tax treatment of distributions from Traditional, Roth, SEP and SIMPLE IRAs*Deductible phase-out limits for Traditional IRA contributions for taxpayers who are active participants in qualified retirement plans*Roth IRA contribution phase-out limits, as well as tax-free qualified distributions*Planning opportunities for conversions to ROTH IRAs*Rollover rules to/from different retirement accounts and the one-rollover-per-year limitation*The different options of receiving IRA distributions before age 59 ½ and avoiding the 10% early distribution penalty (including substantially equal periodic payments)*The required minimum distribution (RMD) rules from IRAs needed to avoid the 50% penalty after the account owner turns age 72 or dies*The tax ramifications of spouse and non-spouse beneficiaries and how this affects the RMD calculation after the account owner's death*Overview of health savings account (HSA) eligibility rules, contribution limits and distribution rules | Garverick Pat |
| 7/22/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| GAAP Update (Webinar) (26WC-0173)26WC-0173 | *Equity method investments and joint ventures*Changes in U.S. GAAP financial statement presentation and disclosure requirements*Accounting and disclosure for crypto assets*Various other Accounting Standards Updates (ASUs) issued during 2023 through 2026*FASB Technical Projects and Agenda, including recently exposed Proposed ASUs | |
| 6/23/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Pass Through Entity Owners Schedule K-1 Analysis (Webinar) (26WC-0180)26WC-0180 | *Detailed coverage of any new legislation affecting basis computations and distributions and changes to the schedule K-1s (including the Form 7203--S Corporation Shareholder Stock and Debt Basis Limitations)*Line-by-line analysis of the Schedule K-1s to determine how the items affect an S shareholder's stock and debt basis and a partner/member's outside basis and where the items get reported on Federal individual income tax return*The three loss and deduction limitations on the owner's individual income tax return (i.e. basis, at-risk and other Form 1040 limitations)*How cash or non-cash distributions affect the basis calculations and whether or not they are taxable to the owners*Compare the tax treatment of the sale of a shareholder's stock in an S corporation and a partner's interest in a partnership*What constitutes debt basis for an S corporation shareholder under the final regulations*The tax ramifications of repaying loans to S corporation shareholders and on open account debt*How recourse and non-recourse debt affect a partner or member's basis calculations and amount at-risk | Garverick Pat |
| 6/24/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Not-for-Profit A&A Series Part 2: Revenue Recognition (Webinar) (26WC-0120)26WC-0120 | *Pledges and contributions*Restrictions and conditions*Special concerns with governmental funding*Donated goods and services*Special events*Revenues earned through sales and services to customers, including the application of CECL | |
| 6/9/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How AI Fits into the Accounting World (Webinar) (26WC-0400)26WC-0400 | *An overview of AI constructs*How artificial intelligence is being used by accountants today*Accounting-centric AI developments on the horizon | |
| 9/8/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Understanding and Creating an Internal Control System (Webinar) (26WC-0142)26WC-0142 | *Underlying concepts of internal control*Defining where and why controls, policies and procedures are needed*Legacy control measures that are still important for businesses today*Creating control measures that address the use and protection of technology | |
| 6/16/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Cash Management Techniques: Cash Does Not Manage Itself! (Webinar) (26WC-0213)26WC-0213 | *Case studies and participant discussions*Managing cash electronically*Encouraging customers to pay faster*Preserving cash and reducing costs by partnering with vendors to take advantage of their purchase discounts | |
| 7/13/2026 | 11 a.m. - 2:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Audits Under Uniform Guidance: Single Audit and Not-for-Profit Organizations (Webinar) (26WC-0334)26WC-0334 | *Concepts of the Single Audit under the Uniform Guidance*Performing the compliance audit of federal awards, including testing auditee compliance and internal control over compliance*Auditor reporting responsibilities including the compliance audit reports, the report on the schedule of expenditures of federal awards, and schedule of findings and questioned costs*Requirements for the schedule of expenditures of federal awards, known as the SEFA*Update on the OMB Compliance Supplement | |
| 8/19/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Form 5500 Annual Update (Webinar) (26WC-0108)26WC-0108 | *Forms 5500, 5500SF and 5500EZ*Form 5500: nuances and schedules*Reporting and disclosing compliance issues*Reporting delinquent contributions*Failure to file | |
| 5/29/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Comprehensive Roth IRA Strategies Analysis (Webinar) (26WC-0105)26WC-0105 | *Why Roth-related Rules of Thumb can be flawed*Questions you can use to evaluate recommendations*SECURE 2.0 changes related to Roth IRA / Roth 401k*Backdoor and Mega-Backdoor Roth | |
| 5/29/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Preparation, Compilations and Reviews: A Practical Workshop (Webinar) (26WC-0346)26WC-0346 | *Preparation*Compilations*Reviews | |
| 8/20/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Comprehensive Passive Activity Losses (PAL) (Webinar) (26WC-0254)26WC-0254 | *Overview of the four loss limitation rules and how the PAL rules interact with the other limitations*Definition of a PAL including a detailed review of the 7 determining factors contained in the Treasury Regulations with a review of several recent court decisions that interpret this regulation*Impact of PAL rules on real estate ownership*Learn the six Nonshelterable Passive Activity (NOPA) rules that act as anti-abuse rules to the PAL rules*Discuss how the PAL rules impact tax credits*Discuss tax elections and planning techniques associated with PALs | |
| 7/28/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Income Tax Planning for Bond Investments (Webinar) (26WC-0130)26WC-0130 | *Active versus passive investing*Taxable, tax-exempt, and deferred-tax bonds and the net investment income tax*The tax treatment of bonds purchased at a discount or premium*Bond swap and U.S. Savings Bond strategies | |
| 6/11/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Corporate Fraud Risk and Investigations (Webinar) (26WC-0060)26WC-0060 | *Types of Corporate Fraud*Introduction to fraud risk*Fraud risk prevention programs*Fraud investigations | Bedwell Robert |
| 5/18/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Estate Planning: A Comprehensive Overview (Webinar) (26WC-0098)26WC-0098 | *Intestate succession and probate administration*Holding title to assets*Lifetime asset transfers and testamentary asset transfer planning*Structures to avoid or minimize transfer taxes*Living trusts, including A-B and A-B-C, life insurance trusts, terminating irrevocable trusts, use of trust protectors, trust administration during incapacity and post-mortem | |
| 5/27/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Financial Reporting Fundamentals (Webinar) (26WC-0311)26WC-0311 | *Financial statements, disclosures and presentations*Review of two Annual Financial Reports (IFRS and U.S. GAAP) | |
| 8/13/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Not-for-Profit A&A Standards Update and New Developments (Webinar) (26WC-0406)26WC-0406 | *Pledges and contributions*Restrictions and conditions*Special concerns with governmental funding*Donated goods and services*Special events*Revenues earned through sales and services to customers | |
| 9/16/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Pass Through Entity Owners Schedule K-1 Analysis (Webinar) (26WC-0377)26WC-0377 | *Detailed coverage of any new legislation affecting basis computations and distributions and changes to the schedule K-1s (including the Form 7203--S Corporation Shareholder Stock and Debt Basis Limitations)*Line-by-line analysis of the Schedule K-1s to determine how the items affect an S shareholder's stock and debt basis and a partner/member's outside basis and where the items get reported on Federal individual income tax return*The three loss and deduction limitations on the owner's individual income tax return (i.e. basis, at-risk and other Form 1040 limitations)*How cash or non-cash distributions affect the basis calculations and whether or not they are taxable to the owners*Compare the tax treatment of the sale of a shareholder's stock in an S corporation and a partner's interest in a partnership*What constitutes debt basis for an S corporation shareholder under the final regulations*The tax ramifications of repaying loans to S corporation shareholders and on open account debt*How recourse and non-recourse debt affect a partner or member's basis calculations and amount at-risk | Garverick Pat |
| 8/27/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Preparing Quality of Earnings Analysis (Webinar) (26WC-0215)26WC-0215 | *Uses of a Quality of Earnings Report*Information needed to prepare the report*Overlapping enterprise valuation concepts*Various adjustments to "as reported" EBITDA | |
| 7/14/2026 | 11 a.m. - 1:30 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| World Class Cost Accounting: A Practical Application -- Part 2 (Webinar) (26WC-0397)26WC-0397 | *Classification of MFG overhead into the five cost types*Selecting the bases for tracing or assigning overhead to products*Period Manufacturing Inefficiencies--categories and costing | |
| 9/3/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Fraud Misstatements and Financial Reporting (Webinar) (26WC-0282)26WC-0282 | *A case study approach to financial statement fraud*Cases on misrepresentation of assets, including cash, inventory, accounts receivable, fixed assets, goodwill and reserves*Common methods of deceiving users of financial statements*Red-flags in fraud | |
| 8/6/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Microsoft 365 for CPAs: Unlocking Hidden Productivity Tools (Webinar) (26WC-0087)26WC-0087 | *Round robin review of lesser-known M365 apps*Reduce / eliminate internal email communications with Teams and SharePoint*Collaborate on spreadsheet and documents with your colleagues in real time*Get control of your appointment schedule with the Bookings app*Tap the full potential of OneNote as your primary repository for notes, correspondence and more*Replace email attachments with secure file sharing links*Document business processes with the Stream app*Leverage the power of AI in M365 with Copilot | |
| 5/26/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| SSARS Codification: Preparation, Compilation and Review (Webinar) (26WC-0332)26WC-0332 | *SSARS Codification requirements*SSARS engagements: preparation of financial statements, compilation of financial statements and proforma financial information*Review of financial statements*Coverage of the amendments to the SSARS contained in SSARS 26 and SSARS 27 | |
| 8/19/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Finance and Innovation: Reinvent Your Department and Company (Webinar) (26WC-0133)26WC-0133 | *How innovation happens*Innovation metrics and how to report on innovation efforts*How the use of technology and other simple techniques can foster and sustain innovation | |
| 6/11/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| A&A Update for Closely Held Businesses (Webinar) (26WC-0157)26WC-0157 | *Recently issued FASB Accounting Standards Updates, including those that will become effective during audit engagements conducted in 2026*Recently issued Statements on Auditing Standards and other AICPA activity*Recently issued Statements on Standards for Accounting and Review Services | |
| 6/18/2026 | 10 a.m. - 3:30 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| Create Reports That Matter: Turn Information Into Action! (Webinar) (26WC-0314)26WC-0314 | *Understand your company's reporting needs*Financial reporting tools*Presentation hints and techniques*Link reporting to strategy*Develop the right metrics*Learn various presentation options | |
| 8/13/2026 | 11 a.m. - 2:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Form 706 Preparation Part 1: Overview Including Portability (Webinar) (26WC-0230)26WC-0230 | *Action steps in 706 preparation engagement*Filing requirements, new forms, IRS return review procedures, closing letters*Obtaining transcripts and previously filed returns*Completing introductory pages 1--4*Worksheets provided: Summary of Estate Plan*Summary of Estate and Subtrust Funding; Beneficiary Allocation Schedule | |
| 7/21/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Not-for-Profit A&A Series Part 1: Financial Statement Presentation and Disclosure (Webinar) (26WC-0404)26WC-0404 | *Overview of required financial statements*Unique considerations in the nonprofit environment*Presentation options for reserves, restrictions, functional expenses and liquidity.*Common pitfalls and little-known alternatives*Recognize financial statement presentation requirements for nonprofits | |
| 9/16/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Vows Made Visible: Ethics and the Call of the Profession (Webinar) (26WC-0186)26WC-0186 | *AICPA Code of Professional Conduct, Institute of Management Accountants Standards of Ethical Conduct and T.D. Circular 230*Implications of the Sarbanes-Oxley Act of 2002*Recent, relevant cases on accounting profession ethics and professional responsibility*Areas the partner should pay particular attention to*What it means to be a profession and a professional*Ethical frameworks | |
| 6/25/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| GAAP Update (Webinar) (26WC-0296)26WC-0296 | *Equity method investments and joint ventures*Changes in U.S. GAAP financial statement presentation and disclosure requirements*Accounting and disclosure for crypto assets*Various other Accounting Standards Updates (ASUs) issued during 2023 through 2026*FASB Technical Projects and Agenda, including recently exposed Proposed ASUs | |
| 8/11/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Closely Held Business Owner Financial Planning Opportunities (Webinar) (26WC-0184)26WC-0184 | *Insurance planning*Investment planning*Business succession planning*Income tax planning*Practice management and marketing*Retirement planning*Executive compensation*Estate planning | |
| 6/24/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| AI 101 for CPAs: Core Concepts and Practical Applications (Webinar) (26WC-0136)26WC-0136 | *ABC's of how generative AI tools (e.g. ChatGPT, Copilot, Gemini) work*What inherent risks are associated with this powerful technology*Actionable steps you can take to mitigate the risks*Practical examples of how AI can be applied in accounting, auditing, tax and finance services | |
| 6/12/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Comprehensive Update: FASB and AICPA (Webinar) (26WC-0221)26WC-0221 | *ASU effective in 2024 and beyond*Recent SAS *Selected ethics interpretations | |
| 7/16/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Fiduciary Accounting Part 2: Tools, Rules and Relationship to Tax (Webinar) (26WC-0259)26WC-0259 | *Setting up a chart of accounts*Reviewing the estate plan*Distinguishing between "income" and "principal"*Understanding the relationship of fiduciary accounting to fiduciary taxation | |
| 7/29/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| A&A Update for Closely Held Businesses (Webinar) (26WC-0396)26WC-0396 | *Recently issued FASB Accounting Standards Updates, including those that will become effective during audit engagements conducted in 2026*Recently issued Statements on Auditing Standards and other AICPA activity*Recently issued Statements on Standards for Accounting and Review Services | |
| 9/3/2026 | 10 a.m. - 3:30 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| How Changes in Business Methods Affects Internal Control (Webinar) (26WC-0125)26WC-0125 | *How is business changing?*What is driving the change and how long will it last?*How is an organization's control system important?*What steps are needed to "keep up" with the upheaval? | |
| 6/10/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| PFP Update: Income Tax, Retirement and Estate Planning (Webinar) (26WC-0240)26WC-0240 | *The personal financial planning process*Relevance to income tax*Retirement and estate planning concerns and solutions | |
| 7/23/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accounting and Auditing for the Construction Industry (Webinar) (26WC-0278)26WC-0278 | *Illustrative computations for revenue recognition*Analysis of FASB revenue recognition standard and the anticipated impact on the construction industry*Application of "risk-based" audit model to contractors*The "Lookback" analysis and the contractor's estimating reliability*Practical approach to auditing contracts completed and in progress*Numerous computations and alternative approaches*Independent contractor qualifications | |
| 8/5/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Fundamentals of 1031 Exchanges (Webinar) (26WC-0147)26WC-0147 | *Statutory framework for 1031 exchanges*Business and investment property characterization*Deferred exchange rules and techniques*Exchange mathematics: boot, gain and basis*Reporting for failed exchanges (over two tax periods)*Improvement, reverse and non-safe harbor exchanges*Partnership and TIC issues: IRC Sec. 761 | |
| 6/17/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| FASB and AICPA Update (Webinar) (26WC-0381)26WC-0381 | *FASB ASU with effective dates of 2025 and later*SAS 149Â and recent Exposure Drafts*Recent ethics interpretations*Stablecoin and Other Digital Assets | |
| 8/28/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Fiduciary Accounting Part 2: Tools, Rules and Relationship to Tax (Webinar) (26WC-0353)26WC-0353 | *Setting up a chart of accounts*Reviewing the estate plan*Distinguishing between "income" and "principal"*Understanding the relationship of fiduciary accounting to fiduciary taxation | |
| 8/24/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Form 706 Preparation Part 2: Reporting Assets (Webinar) (26WC-0231)26WC-0231 | *Action steps in 706 preparation engagement*Filing requirements, new forms, IRS return review procedures, closing letters*Obtaining transcripts and previously filed returns*Completing introductory pages 1--4*Worksheets provided: Summary of Estate Plan*Summary of Estate and Subtrust Funding; Beneficiary Allocation Schedule | |
| 7/21/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Basic Staff Tax Training: Individual (Webinar) (26WC-0272)26WC-0272 | *Form 1040 and the accompanying reporting schedules for a basic individual income tax return*Basic individual income tax planning ideas for clients*Several source documents utilized in the preparation of an individual income tax return*Common errors made in the preparation of an individual income tax return and understand how to avoid the errors in the future | |
| 8/4/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Acquisitions for Business Growth: Strategy, Integration and Due Diligence (Webinar) (26WC-0294)26WC-0294 | *Valuing businesses*Negotiate the right price*Understand the keys to effective and efficient due diligence*Prepare and review agreements*Plan and execute an effective integration*Key considerations when selling a business | |
| 8/10/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Partnership and LLC (Form 1065): Formation to Liquidation (Webinar) (26WC-0358)26WC-0358 | *Extensive review of the partnership tax laws with an emphasis on any new legislative changes including any TCJA provisions expiring after 2025*Overview of different forms of business entities including the check-the-box regulations*Formation issues including the mandatory allocation of the Section 704(c) pre-contribution gain or losses back to the contributing partner/member*Schedule K and K-1*separately stated versus non-separately stated income and expense items*Detailed Schedule K-1 reporting including the 20% qualified business income (QBI) deduction and 3.8% net investment income tax*Calculating the tax and Section 704(b) book capital accounts*Substantial economic effect requirement to have special allocations to the partners/members*Allocation of recourse & non-recourse debt on K-1s*Guaranteed payment issues and tax treatment of fringe benefits*Self-employment tax issues and pitfalls*Tax treatment of distributions - cash versus non-cash & liquidating versus non-liquidating*Sales and liquidations (redemptions) of partnership interests*Section 754 optional basis adjustments and mandatory adjustments | Garverick Pat |
| 8/25/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Fiduciary Accounting Part 3: Special Accounting Elections and Distributions (Webinar) (26WC-0267)26WC-0267 | *Analyze a traditional fiduciary accounting situation*Determine the use of the reserve for depreciation*Become acquainted with the special accounting rule for business assets*Review the accounting treatment of distributions from entities | |
| 7/31/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Tax Talks August 2026 (Webinar) (26WC-0331)26WC-0331 | *Various tax topics from a legal perspective*International, Federal and State tax matters | |
| 8/18/2026 | 11 a.m. - 12:30 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Fundamentals of 1031 Exchanges (Webinar) (26WC-0363)26WC-0363 | *Statutory framework for 1031 exchanges*Business and investment property characterization*Deferred exchange rules and techniques*Exchange mathematics: boot, gain and basis*Reporting for failed exchanges (over two tax periods)*Improvement, reverse and non-safe harbor exchanges*Partnership and TIC issues: IRC Sec. 761 | |
| 8/25/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| How AI Fits into the Accounting World (Webinar) (26WC-0197)26WC-0197 | *An overview of AI constructs*How artificial intelligence is being used by accountants today*Accounting-centric AI developments on the horizon | |
| 6/26/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Internal and External Fraud: Understanding it and Working to Control it (Webinar) (26WC-0229)26WC-0229 | *Understanding why internal fraud occurs*Fraudulent acts initiated by outside organizations*Policies, procedures and control measures designed to fight fraud*Steps that verify anti-fraud activities are working | |
| 7/21/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| SSARS Codification: Preparation, Compilation and Review (Webinar) (26WC-0071)26WC-0071 | *SSARS Codification requirements*SSARS engagements: preparation of financial statements, compilation of financial statements and proforma financial information*Review of financial statements*Coverage of the amendments to the SSARS contained in SSARS 26 and SSARS 27 | |
| 5/20/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Accounting Fraud (Webinar) (26WC-0149)26WC-0149 | *The elements of fraud and the Fraud Triangle Theory*Types of fraud with a focus on management fraud*Best practices in fraud detection and deterrence | |
| 6/17/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Only Financial Officer 3.0: Skills for Smaller Company Financial Managers (Webinar) (26WC-0401)26WC-0401 | *Create a collaborative environment*Develop your team's skills*Use feedback features to become a better writer*Where organizations make pricing mistakes*Why pricing must involve finance*How finance can save the bottom line*Be your bank's best customer*Understand your bargaining position*Negotiate your covenants effectively | |
| 9/8/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| GAAP Update (Webinar) (26WC-0172)26WC-0172 | *Equity method investments and joint ventures*Changes in U.S. GAAP financial statement presentation and disclosure requirements*Accounting and disclosure for crypto assets*Various other Accounting Standards Updates (ASUs) issued during 2023 through 2026*FASB Technical Projects and Agenda, including recently exposed Proposed ASUs | |
| 6/23/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Acquisitions for Business Growth: Strategy, Integration and Due Diligence (Webinar) (26WC-0199)26WC-0199 | *Valuing businesses*Negotiate the right price*Understand the keys to effective and efficient due diligence*Prepare and review agreements*Plan and execute an effective integration*Key considerations when selling a business | |
| 7/6/2026 | 11 a.m. - 2:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Social Security Basics and Strategies for Maximizing Benefits (Webinar) (26WC-0372)26WC-0372 | *Social Security planning, benefit calculation, and beneficiaries*Recent changes to "file and suspend" and "restricted application" strategies*Increasing benefits for divorced and surviving spouses*Early retirement and the earnings test*An overview of the obstacles beneficiaries face when claiming Social Security disability benefits*Integrating retirement plan distribution strategies with Medicare and Social Security claiming strategies | |
| 8/19/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| How Good Companies Become Great: Secrets to Success (Webinar) (26WC-0251)26WC-0251 | *The link between great companies and their core values*Getting the right people on the bus and in the right seats*The Hedgehog Concept*a model to identify your company's focal point to create maximum value | |
| 7/27/2026 | 11 a.m. - 2:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Estate Planning: A Comprehensive Overview (Webinar) (26WC-0236)26WC-0236 | *Intestate succession and probate administration*Holding title to assets*Lifetime asset transfers and testamentary asset transfer planning*Structures to avoid or minimize transfer taxes*Living trusts, including A-B and A-B-C, life insurance trusts, terminating irrevocable trusts, use of trust protectors, trust administration during incapacity and post-mortem | |
| 7/22/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Fiduciary Accounting Part 1: Fiduciary Duty Basics and Authority (Webinar) (26WC-0258)26WC-0258 | *What is fiduciary duty, and how does it apply to a trustee or personal representative?*What are the state statutory accounting rules, and where can you find them?*What is fiduciary accounting income?*What is fiduciary account principal?*How does fiduciary accounting impact fiduciary taxation? | |
| 7/29/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Four Most Overlooked Business Risks: Preparing for the Future (Webinar) (26WC-0203)26WC-0203 | *Systemic risk*Strategic risk*Culture risk*Management continuity risk | |
| 7/7/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| International Tax Forum: May 2026 (Webinar) (26WC-0107)26WC-0107 | *Various tax topics from a legal perspective*International, Federal and State tax matters | |
| 5/29/2026 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Ethics in the Real World (Webinar) (26WC-0099)26WC-0099 | *Why model codes of ethics fail*The science behind organizations "Ethical DNA"*Understanding the psychology behind "Tone at the Top"*The interaction between critical thinking and ethics*Breaking myths about motivation related to decision-making*Ethical decision-making under pressure*Are ethics and morals "fixed" or can we learn to improve | |
| 5/28/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| Divorce Concerns: Taxes, Valuation, Finances, Retirement and Obligations (Webinar) (26WC-0285)26WC-0285 | *Divorce and ongoing payment issues dealing with alimony and child support*Documents protecting a client going forward, including pre-nuptials, cohabitation agreements, post-nuptials and many others*Advanced income tax issues, including like-kind exchanges, filing status issues, credits and asset sales*Advanced retirement issues, including dissecting qualified, personal retirement, and nonqualified plans, QDROs, past and defunct plans, and using retirement assets to equalize assets*High-level valuation issues, including closely held business, stock redemptions, partnership redemptions and stock options | |
| 8/6/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Auditing Standards Update and Best Practices (Webinar) (26WC-0224)26WC-0224 | *Are there identifiable controls that exist, and if so, are they documented?*Is the lack of segregation of duties a major internal control weakness?*Is there evidence of management override of existing controls?*Does ownership/management determine estimated amounts in the financial statements without bias?*Does ownership/management perform the required procedures to determine if a going concern exists?*Do those charged with governance take responsibility for internal control over financial reporting? | |
| 7/20/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Financial Statement Analysis (Webinar) (26WC-0323)26WC-0323 | *How to extract necessary information*Financial ratios that are used as analytical tools*The proper understanding of accounting terminology*Basic ratio tools*Cash flow*Working capital | |
| 8/18/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| How Technology Controls Should Be Developed and Implemented (Webinar) (26WC-0081)26WC-0081 | *An overview of AI--What it is and how it works*How AI fits into the technology landscape*A look at how artificial intelligence is used now and what the future holds. | |
| 5/21/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Accounting Analysis Basics (Webinar) (26WC-0273)26WC-0273 | *Accounting analysis and methodology*Factors influencing the quality of accounting-based financial reports*Impact of emerging business models on balance sheets*Introduction to the Instructor's Open Balance Sheet | |
| 8/4/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The CPA's 2026 Guide to Cryptocurrency and Blockchain (Webinar) (26WC-0349)26WC-0349 | *Blockchain technology primer*Cryptocurrency technology primer*Update on the cryptocurrency marketplace*Cryptocurrency exchanges - the good, the bad and the ugly*Overview of cryptocurrency taxation and legislation*Smart contracts - what they are and how they work | |
| 8/21/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Retirement Advising: Accumulation and Decumulation Strategies (Webinar) (26WC-0264)26WC-0264 | *The downside of traditional retirement asset accumulation strategies*Threats to a successful retirement*Holistic retirement planning: how personal goals integrate with tax, estate, risk, and investment management principles*Matching investment assets with the appropriate retirement plan and distribution strategy*Review recent legislation, including the changes for seniors in the One Big Beautiful Bill and the provisions of the SECURE Acts, and how they will impact retirement planning | |
| 7/30/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Top 10 Things to Know About Estate Taxation and Planning (Webinar) (26WC-0256)26WC-0256 | *The Numbers: Exemptions, exclusions and discounts*Portability and step-up in basis*Asset valuation*Deductions: Marital, charitable, transmission and administration*Retirement plan assets, annuities and life insurance*Trust funding and administration | |
| 7/28/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Fiduciary Accounting Part 4: The New Frontier -- Total Return Trusts (Webinar) (26WC-0355)26WC-0355 | *What are new frontier trusts?*Situations where the use of the trustee's power to adjust or a unitrust can be beneficial*Understanding the requirements for using a particular strategy*Authority and requirements for the trustee's power to adjust with a problem example*Authority and requirements for unitrusts with a problem example*Including capital gains in Distributable Net Income (DNI) | |
| 8/24/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| PFP Update: Investment Planning in This New Era (Webinar) (26WC-0329)26WC-0329 | *Develop, design and monitor client investment portfolios*Assessing a client's risk tolerance and manage expectations by understanding risk/return relationships*Assessomg market conditions in a very unique and different environment*How clients need to potentially re-shape their investing strategies post-COVID and determine whether this process continues*How investment vehicles work together to manage risk/return relationships*How to build, monitor, evaluate and re-design an investment portfolio | |
| 8/18/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Governmental and Not-for-Profit Fraud (Webinar) (26WC-0257)26WC-0257 | *Review real-world examples of fraud schemes perpetrated against governments and not-for-profits, including misappropriations of cash, grant frauds, vendor frauds, inventory thefts, and payroll frauds*Understand and recognize fraud risk and fraud indicators*Consider types of fraud prevention programs | |
| 7/29/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Leases: ASC Topic 842 in Depth (Webinar) (26WC-0365)26WC-0365 | *FASB ASC 842, Leases*All recently released updates to ASC 842, Leases | |
| 8/26/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| AI: It's Here and It's Time to Get on Board (Webinar) (26WC-0403)26WC-0403 | *An overview of AI--What it is and how it works*How AI fits into the technology landscape*A look at how artificial intelligence is used now and what the future holds. | |
| 9/10/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Driving Corporate Performance: The CFO's Role in Competitiveness (Webinar) (26WC-0089)26WC-0089 | *Know why successful companies focus their strategy*Translate strategic initiatives into accomplishments | |
| 5/26/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Comprehensive Partnership Taxation Form 1065 (Webinar) (26WC-0359)26WC-0359 | *Special and Targeted allocations*Proper calculation of outside and inside tax basis*Tax consequences of distributions including the impact of "hot assets"*Transfer of partnership interests*Issuance of partnership interests to service partners | |
| 8/25/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Ethical Intelligence: Global Case Studies and Standards (Webinar) (26WC-0223)26WC-0223 | *Ethical Responsibilities for CPAs*AICPA Code of Professional Conduct*PCAOB Independence & Ethics*Sarbanes--Oxley Act*Circular 230*Foreign Corrupt Practices Act*Whistleblower & Reporting Duties (incl. Dodd-Frank)*California State Board Ethics & Enforcement*Data Privacy & Confidentiality (CCPA/CPRA) | |
| 7/20/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| AI: It's Here and It's Time to Get on Board (Webinar) (26WC-0171)26WC-0171 | *An overview of AI--What it is and how it works*How AI fits into the technology landscape*A look at how artificial intelligence is used now and what the future holds. | |
| 6/23/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Fundamentals of 1031 Exchanges (Webinar) (26WC-0148)26WC-0148 | *Statutory framework for 1031 exchanges*Business and investment property characterization*Deferred exchange rules and techniques*Exchange mathematics: boot, gain and basis*Reporting for failed exchanges (over two tax periods)*Improvement, reverse and non-safe harbor exchanges*Partnership and TIC issues: IRC Sec. 761 | |
| 6/17/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Ethics in the Real World (Webinar) (26WC-0261)26WC-0261 | *Why model codes of ethics fail*The science behind organizations "Ethical DNA"*Understanding the psychology behind "Tone at the Top"*The interaction between critical thinking and ethics*Breaking myths about motivation related to decision-making*Ethical decision-making under pressure*Are ethics and morals "fixed" or can we learn to improve | |
| 7/30/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| 101 Tax Planning Ideas (Webinar) (26WC-0327)26WC-0327 | *An overview of the individual and business tax changes in the One Big Beautiful Bill*Identifying tax planning opportunities in the tax formula*Different types of planning*Frequently-used planning techniques*Qualitative and quantitative considerations*The connection between tax planning and other financial planning areas, such as retirement, investment, insurance, and estate planning*Looking to the past, present, and future as we plan | |
| 8/18/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| How AI is Automating Internal Control (Webinar) (26WC-0115)26WC-0115 | *An explanation of Artificial Intelligence (AI)*Specific ways AI is replacing human cognition*What is on the internal control horizon related to AI and other technologies | |
| 6/8/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Generation-Skipping Transfer Tax and Dynasty Trusts (Webinar) (26WC-0239)26WC-0239 | *Calculation of the GST tax, and how it relates to the estate tax and gift tax*Direct skips, taxable distributions, and taxable terminations*GST tax allocations, Reverse QTIP election, and Exempt and Nonexempt Trusts*Calculating the benefit of and designing Dynasty Trusts | |
| 7/23/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Deception, Embezzlement and Fraud (Webinar) (26WC-0181)26WC-0181 | *Narcissism studies*Fraud*Embezzlement*Technology used in scams | |
| 6/24/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Auditing Standards Update and Best Practices (Webinar) (26WC-0393)26WC-0393 | *Are there identifiable controls that exist, and if so, are they documented?*Is the lack of segregation of duties a major internal control weakness?*Is there evidence of management override of existing controls?*Does ownership/management determine estimated amounts in the financial statements without bias?*Does ownership/management perform the required procedures to determine if a going concern exists?*Do those charged with governance take responsibility for internal control over financial reporting? | |
| 9/2/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Partnership and LLC (Form 1065): Formation to Liquidation (Webinar) (26WC-0357)26WC-0357 | *Extensive review of the partnership tax laws with an emphasis on any new legislative changes including any TCJA provisions expiring after 2025*Overview of different forms of business entities including the check-the-box regulations*Formation issues including the mandatory allocation of the Section 704(c) pre-contribution gain or losses back to the contributing partner/member*Schedule K and K-1*separately stated versus non-separately stated income and expense items*Detailed Schedule K-1 reporting including the 20% qualified business income (QBI) deduction and 3.8% net investment income tax*Calculating the tax and Section 704(b) book capital accounts*Substantial economic effect requirement to have special allocations to the partners/members*Allocation of recourse & non-recourse debt on K-1s*Guaranteed payment issues and tax treatment of fringe benefits*Self-employment tax issues and pitfalls*Tax treatment of distributions - cash versus non-cash & liquidating versus non-liquidating*Sales and liquidations (redemptions) of partnership interests*Section 754 optional basis adjustments and mandatory adjustments | Garverick Pat |
| 8/25/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| How Fraud Can Affect Smaller Organizations (Webinar) (26WC-0290)26WC-0290 | *The reasons for fraud*Fraudulent acts that are initiated against smaller organizations*Methods to stop fraud attempts against small businesses | |
| 8/10/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Income Statement Disaggregation: ASC 240-40 (Webinar) (26WC-0248)26WC-0248 | *Disclosure - Overview*Disclosure - Expense Disaggregation*Implementation Guidance | |
| 7/27/2026 | 10 a.m. - 12:30 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
| GAAP Update (Webinar) (26WC-0069)26WC-0069 | *Equity method investments and joint ventures*Changes in U.S. GAAP financial statement presentation and disclosure requirements*Accounting and disclosure for crypto assets*Various other Accounting Standards Updates (ASUs) issued during 2023 through 2026*FASB Technical Projects and Agenda, including recently exposed Proposed ASUs | Bedwell Robert |
| 5/19/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Build Your Team: Get Results (Webinar) (26WC-0064)26WC-0064 | *Myths about teamwork*Lessons from great teams*Discuss the Five Dysfunctions of a Team*Key duties and attributes of a true leader*How to gain commitment*Create an action plan to harness teamwork | Minges Don |
| 5/18/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| How AI is Automating Internal Control (Webinar) (26WC-0288)26WC-0288 | *An explanation of Artificial Intelligence (AI)*Specific ways AI is replacing human cognition*What is on the internal control horizon related to AI and other technologies | |
| 8/7/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Staff Tax Training: Partnerships and LLCs: Form 1065 (Webinar) (26WC-0321)26WC-0321 | *Extensive review of the partnership tax laws with an emphasis on any new legislative changes and Form 1065 (and related schedules) preparation issues*Overview of different forms of business entities, including the check-the-box regulations*Formation issues, including the mandatory allocation of the Section 704(c) pre-contribution gain or losses back to the contributing partner/member*Schedule K and K-1'preparation issues including separately and non-separately stated income and expense items (including the 20% qualified business income (QBI) deduction, 3.8% net investment income tax, business interest deduction limitations, fringe benefits and entertainment expenses)*Calculating the tax and Section 704(b) book capital accounts*Understand the substantial economic effect requirement to have special allocations to the partners/members*Allocation of recourse and non-recourse debt to the schedule K-1s*Deductibility of fringe benefits, including health insurance premiums*Guaranteed payments & self-employment tax issues and pitfalls*Overview of how partnership losses and deductions can be limited to calculating a partner/member's outside basis and at-risk rules*Section 754 election for optional basis adjustments triggering Section 743 (transfer of interests) and Section 734 (distributions)*Partnership liquidation and distribution tax ramifications at both the partnership and partner level | Garverick Pat |
| 8/17/2026 | 10 a.m. - 5:30 p.m. | Online | 16 CPE (16 tech, 0 non-tech) | |
| Agentic AI for CPAs: Automate Workflows with Intelligence (Webinar) (26WC-0162)26WC-0162 | *Introduction to agentic AI concepts and terminology*Case studies for using AI agents in accounting, finance and tax services*Step by step demonstration of creating and deploying an AI agent*Introduction to Microsoft Copilot Studio agent builder*Developing your AI agent deployment strategy | |
| 6/22/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Fraud: How to Find, How to Prevent (Webinar) (26WC-0205)26WC-0205 | *Fraud and its impact on our clients*Fraud prevention*Internal controls*Fraud risks*Fraud prevention tips | |
| 7/8/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Audits of 401k Plans (Webinar) (26WC-0283)26WC-0283 | *SAS 136 audit requirements for ERISA Section 103(a)(3)(C) audits*Update of the changes affecting 401k plans*Compliance issues commonly encountered in 401k plan audits*Best practices for engagement planning, internal controls, risk assessment, and detailed testing*Common audit reporting and disclosure issues | |
| 8/6/2026 | 10 a.m. - 3:30 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| Retirement Distributions: Planning Options (Webinar) (26WC-0335)26WC-0335 | *Roth IRA: The right choice?*Income tax treatment of distributions from retirement plans of all types*Laws, regulations and IRS rulings concerning plan distributions*Avoiding penalty on distributions that happen too early or too late*Beneficiary choices - eligible or not?*Self-directed IRA investment problems | |
| 8/19/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Tax Talks June 2026 (Webinar) (26WC-0144)26WC-0144 | *Various tax topics from a legal perspective*International, Federal and State tax matters | |
| 6/16/2026 | 11 a.m. - 12:30 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Understanding Apportionment for a Multistate Business (Webinar) (26WC-0062)26WC-0062 | *Apportionment Formulas*Sourcing Rules for service income and income from intangibles*Throwback and throw-out and when they apply*Apportionment applied to flow-through entities and sole proprietorships*Learn about Alternative Apportionment | |
| 5/18/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Retirement Penalties and Rollover Issues (Webinar) (26WC-0250)26WC-0250 | *What the IRS knows: Forms 1099R and 5498*Exceptions to the ten percent penalty*Secure 2.0 changes to the late payment penalty*History of the 60-day Rule and Recent Developments*Rulings and self-certification*Form 5329 use and strategies | |
| 7/27/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Pass Through Entity Owners Schedule K-1 Analysis (Webinar) (26WC-0093)26WC-0093 | *Detailed coverage of any new legislation affecting basis computations and distributions and changes to the schedule K-1s (including the Form 7203--S Corporation Shareholder Stock and Debt Basis Limitations)*Line-by-line analysis of the Schedule K-1s to determine how the items affect an S shareholder's stock and debt basis and a partner/member's outside basis and where the items get reported on Federal individual income tax return*The three loss and deduction limitations on the owner's individual income tax return (i.e. basis, at-risk and other Form 1040 limitations)*How cash or non-cash distributions affect the basis calculations and whether or not they are taxable to the owners*Compare the tax treatment of the sale of a shareholder's stock in an S corporation and a partner's interest in a partnership*What constitutes debt basis for an S corporation shareholder under the final regulations*The tax ramifications of repaying loans to S corporation shareholders and on open account debt*How recourse and non-recourse debt affect a partner or member's basis calculations and amount at-risk | Garverick Pat |
| 5/27/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Divorce Concerns: Taxes, Valuation, Finances, Retirement and Obligations (Webinar) (26WC-0284)26WC-0284 | *Divorce and ongoing payment issues dealing with alimony and child support*Documents protecting a client going forward, including pre-nuptials, cohabitation agreements, post-nuptials and many others*Advanced income tax issues, including like-kind exchanges, filing status issues, credits and asset sales*Advanced retirement issues, including dissecting qualified, personal retirement, and nonqualified plans, QDROs, past and defunct plans, and using retirement assets to equalize assets*High-level valuation issues, including closely held business, stock redemptions, partnership redemptions and stock options | |
| 8/6/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Statement of Cash Flows: Preparation and Analysis Workshop (Webinar) (26WC-0175)26WC-0175 | *Major provisions of GAAP Codification Topic No. 230*Statement classification issues*Reporting operating cash flows: Direct and indirect methods*Preparing the statement: Workpaper techniques*Useful cash flow ratios*Bankruptcy prediction using the statement of cash flows | |
| 6/23/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Accounting and Tax Ethics: Standards, Issues and Case Studies (Webinar) (26WC-0165)26WC-0165 | *AICPA Code of Professional Conduct*Threats to compliance with Code of Ethics*Updated Statement of Standards for Taxpayer Services (SSTS)*Ethical challenges in selecting appropriate GAAP alternatives | |
| 6/23/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Firm Ethics: A Practical Approach (Webinar) (26WC-0318)26WC-0318 | *AICPA Code of Professional Conduct*Ethics requirements for CPA firms | |
| 8/17/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Comprehensive Pass-Through Owners Basis and Distribution Rules (Webinar) (26WC-0263)26WC-0263 | *Understand the four loss limitation rules applied on the owner's individual income tax return (i.e., basis, at-risk, passive, and excess business loss limitations)*Determine how to calculate an owners" initial tax basis of his pass-through entity*Learn how to correctly make annual adjustments to a pass-through owners" tax basis*Identify what constitutes a debt basis for an S corporation shareholder*Learn the tax ramifications of repaying loans to S corporation shareholders | |
| 7/30/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| SSARS 27: Alternative Preparations (Webinar) (26WC-0075)26WC-0075 | *General requirements for SSARS engagements*Unique opportunities for preparation engagements*New opportunities created with SSARS 27*The AICPA Consulting Standards*The relevance of Peer Review on SSARS and Consulting engagements | |
| 5/20/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How Changes in Business Methods Affects Internal Control (Webinar) (26WC-0124)26WC-0124 | *How is business changing?*What is driving the change and how long will it last?*How is an organization's control system important?*What steps are needed to "keep up" with the upheaval? | |
| 6/10/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| GAAP Update (Webinar) (26WC-0068)26WC-0068 | *Equity method investments and joint ventures*Changes in U.S. GAAP financial statement presentation and disclosure requirements*Accounting and disclosure for crypto assets*Various other Accounting Standards Updates (ASUs) issued during 2023 through 2026*FASB Technical Projects and Agenda, including recently exposed Proposed ASUs | Bedwell Robert |
| 5/19/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Deception, Embezzlement and Fraud (Webinar) (26WC-0182)26WC-0182 | *Narcissism studies*Fraud*Embezzlement*Technology used in scams | |
| 6/24/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Accounting and Tax Ethics: Standards, Issues and Case Studies (Webinar) (26WC-0385)26WC-0385 | *AICPA Code of Professional Conduct*Threats to compliance with Code of Ethics*Updated Statement of Standards for Taxpayer Services (SSTS)*Ethical challenges in selecting appropriate GAAP alternatives | |
| 8/31/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Pass Through Entity Owners Schedule K-1 Analysis (Webinar) (26WC-0378)26WC-0378 | *Detailed coverage of any new legislation affecting basis computations and distributions and changes to the schedule K-1s (including the Form 7203--S Corporation Shareholder Stock and Debt Basis Limitations)*Line-by-line analysis of the Schedule K-1s to determine how the items affect an S shareholder's stock and debt basis and a partner/member's outside basis and where the items get reported on Federal individual income tax return*The three loss and deduction limitations on the owner's individual income tax return (i.e. basis, at-risk and other Form 1040 limitations)*How cash or non-cash distributions affect the basis calculations and whether or not they are taxable to the owners*Compare the tax treatment of the sale of a shareholder's stock in an S corporation and a partner's interest in a partnership*What constitutes debt basis for an S corporation shareholder under the final regulations*The tax ramifications of repaying loans to S corporation shareholders and on open account debt*How recourse and non-recourse debt affect a partner or member's basis calculations and amount at-risk | Garverick Pat |
| 8/27/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| A&A Update for Closely Held Businesses (Webinar) (26WC-0304)26WC-0304 | *Recently issued FASB Accounting Standards Updates, including those that will become effective during audit engagements conducted in 2026*Recently issued Statements on Auditing Standards and other AICPA activity*Recently issued Statements on Standards for Accounting and Review Services | |
| 8/12/2026 | 10 a.m. - 3:30 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| Leases: ASC Topic 842 in Depth (Webinar) (26WC-0168)26WC-0168 | *FASB ASC 842, Leases*All recently released updates to ASC 842, Leases | |
| 6/23/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Four Most Overlooked Business Risks: Preparing for the Future (Webinar) (26WC-0202)26WC-0202 | *Systemic risk*Strategic risk*Culture risk*Management continuity risk | |
| 7/7/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Understanding and Creating an Internal Control System (Webinar) (26WC-0325)26WC-0325 | *Underlying concepts of internal control*Defining where and why controls, policies and procedures are needed*Legacy control measures that are still important for businesses today*Creating control measures that address the use and protection of technology | |
| 8/18/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| FASB and AICPA Update (Webinar) (26WC-0078)26WC-0078 | *FASB ASU with effective dates of 2025 and later*SAS 149Â and recent Exposure Drafts*Recent ethics interpretations*Stablecoin and Other Digital Assets | |
| 5/21/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Consolidation Accounting (Webinar) (26WC-0135)26WC-0135 | *Consolidation accounting framework*Voting control *Variable Interest Entities*Business combinations*Control case examples*Business combination case examples*Disclosures | |
| 6/12/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Tax Issues for Real Estate and Homebuilding (Webinar) (26WC-0370)26WC-0370 | *Discussion of appropriate entity selection and small taxpayer status*Walkthrough of costing methods and compliance issues under IRC 263A*Analysis of IRC 461 related to economic performance*Illustrative examples and analysis*Sample computations for homebuilder unit costing*Recent IRC 263A challenges by the IRS*Update of related cases and issues'including recent tax reform | |
| 8/26/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Auditing Standards Update and Best Practices (Webinar) (26WC-0086)26WC-0086 | *Are there identifiable controls that exist, and if so, are they documented?*Is the lack of segregation of duties a major internal control weakness?*Is there evidence of management override of existing controls?*Does ownership/management determine estimated amounts in the financial statements without bias?*Does ownership/management perform the required procedures to determine if a going concern exists?*Do those charged with governance take responsibility for internal control over financial reporting? | |
| 5/26/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| SSARS 27: Alternative Preparations (Webinar) (26WC-0382)26WC-0382 | *General requirements for SSARS engagements*Unique opportunities for preparation engagements*New opportunities created with SSARS 27*The AICPA Consulting Standards*The relevance of Peer Review on SSARS and Consulting engagements | |
| 8/28/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Clarifying Risk Assessment: SAS 145 and Beyond (Webinar) (26WC-0151)26WC-0151 | *Assessing the risk of material misstatement*Mandatory risk assessment procedures*Evaluating internal controls*Responding to risk assessment with appropriate audit procedures*Complying with revised and expanded documentation requirements | |
| 6/17/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Staff Tax Training: Individuals (Form 1040) (Webinar) (26WC-0281)26WC-0281 | *An extensive review of the individual income tax laws with an emphasis on any new legislative changes and Form 1040 (and related schedules) preparation issues*Walk through the detailed 20% qualified business income (QBI) deduction computation and Form 8995/8995-A*Form 1040'gross income items including wages, interest & dividends (Schedule B), alimony, refunds, unemployment compensation, pension, IRA's, social security and other miscellaneous income items*Schedule A'allowable itemized deductions & changes after the TCJA*Schedule C and F'trade or business income and deductions*Form 4562'depreciation, amortization and Section 179 expense*Schedule D'sales of capital assets and personal residences*Form 4797'sale of trade or business property, including the ordinary income recapture rules under IRC Section 1245 and Section 1250*Schedule E'rentals, passive activities and flow-through entities K-1s*Adjustments to gross income, including IRAs, SEPs, SIMPLEs, HSAs, tuition and fees, alimony paid, student loan interest and self-employed health insurance deduction*Overview of the various taxes, including income, capital gain, self-employment, household employee, kiddie taxes, AMT and 3.8% net investment income tax*Selected tax credits (e.g., child tax, dependent care and education) | Garverick Pat |
| 8/4/2026 | 10 a.m. - 5:30 p.m. | Online | 24 CPE (24 tech, 0 non-tech) | |
| SSARS Codification: Preparation, Compilation and Review (Webinar) (26WC-0178)26WC-0178 | *SSARS Codification requirements*SSARS engagements: preparation of financial statements, compilation of financial statements and proforma financial information*Review of financial statements*Coverage of the amendments to the SSARS contained in SSARS 26 and SSARS 27 | |
| 6/24/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Preparation, Compilations and Reviews: A Practical Workshop (Webinar) (26WC-0345)26WC-0345 | *Preparation*Compilations*Reviews | |
| 8/20/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Shorten Month End: Closing Best Practices (Webinar) (26WC-0247)26WC-0247 | *Review and discuss information systems headaches that slow you down*Work through examples of close cycle "time killers" and how to resolve them*Get inventory and cost of sales under control | |
| 7/24/2026 | 11 a.m. - 2:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Passive Activities and Rental Real Estate Income Tax Issues (Webinar) (26WC-0167)26WC-0167 | *Detailed coverage of the passive activity rules under IRC Section 469 (and related regulations), how the 3.8% net investment income tax under Section 1411 and qualified business income (QBI) deduction under Section 199A applies to rentals and passive activities, and what is a trade or business rental is under Section 162*How the PAL rules apply to rental real estate activities and investments in S corporations and partnerships*Definition of activity and the activity grouping and disclosure rules*Real estate professional exception to the PAL rules for investments in non-passive rentals*Special $25,000 loss allowance for rental real estate with active participation*Material participation safe harbor rules*Events that trigger suspended PALs*Limitations on tax credits generated by passive activities*Special rules that re-characterize passive income to non-passive income*What rentals are subject to self-employment tax under Section 1402 | Garverick Pat |
| 6/23/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Fundamentals of 1031 Exchanges (Webinar) (26WC-0364)26WC-0364 | *Statutory framework for 1031 exchanges*Business and investment property characterization*Deferred exchange rules and techniques*Exchange mathematics: boot, gain and basis*Reporting for failed exchanges (over two tax periods)*Improvement, reverse and non-safe harbor exchanges*Partnership and TIC issues: IRC Sec. 761 | |
| 8/25/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Tax Practice Conduct Standards: Circular 230 and AICPA Statements (Webinar) (26WC-0155)26WC-0155 | *Federal statutory and regulatory standards governing tax preparers: Preparer penalty provisions, Circular 230 and; AICPA Statements on Standards for Tax Services*Tax shelter and reportable transaction issues in depth*Attorney-client, Sec. 7525 and work product privilege issues and Kovel arrangements | |
| 6/18/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| How AI Fits into the Accounting World (Webinar) (26WC-0266)26WC-0266 | *An overview of AI constructs*How artificial intelligence is being used by accountants today*Accounting-centric AI developments on the horizon | |
| 7/31/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Estate Planning: A Comprehensive Overview (Webinar) (26WC-0237)26WC-0237 | *Intestate succession and probate administration*Holding title to assets*Lifetime asset transfers and testamentary asset transfer planning*Structures to avoid or minimize transfer taxes*Living trusts, including A-B and A-B-C, life insurance trusts, terminating irrevocable trusts, use of trust protectors, trust administration during incapacity and post-mortem | |
| 7/22/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| FASB Update: What's New in Q1 -- August 2026 (Webinar) (26WC-0270)26WC-0270 | *FASB's current activities*ASUs issued*Workplan agenda | |
| 8/4/2026 | 11 a.m. - 12:30 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Accounting and Tax Ethics: Standards, Issues and Case Studies (Webinar) (26WC-0252)26WC-0252 | *AICPA Code of Professional Conduct*Threats to compliance with Code of Ethics*Updated Statement of Standards for Taxpayer Services (SSTS)*Ethical challenges in selecting appropriate GAAP alternatives | |
| 7/28/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Understanding and Creating an Internal Control System (Webinar) (26WC-0143)26WC-0143 | *Underlying concepts of internal control*Defining where and why controls, policies and procedures are needed*Legacy control measures that are still important for businesses today*Creating control measures that address the use and protection of technology | |
| 6/16/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Four Most Overlooked Business Risks: Preparing for the Future (Webinar) (26WC-0146)26WC-0146 | *Systemic risk*Strategic risk*Culture risk*Management continuity risk | |
| 6/16/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Revenue Recognition for Private Entities (Webinar) (26WC-0110)26WC-0110 | *Analysis of requirements for revenue recognition under ASC 606*Discussion of the requirements for auditing revenue transactions*Analysis of internal control and fraud risk aspects*Identification of high-risk areas of revenue recognition*Suggested procedures for identified risks | |
| 6/3/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Lease Accounting: Making Sense of the Standard (Webinar) (26WC-0245)26WC-0245 | *What control of assets constitute a lease*Embedded leases*Fixed and variable consideration*Determining the lease term*Modifications and assessments*Related party leases*Presenting leases on financial statements*Components of calculating liabilities and rights of use | |
| 7/24/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Finance and Innovation: Reinvent Your Department and Company (Webinar) (26WC-0134)26WC-0134 | *How innovation happens*Innovation metrics and how to report on innovation efforts*How the use of technology and other simple techniques can foster and sustain innovation | |
| 6/11/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Tax Practice Conduct Standards: Circular 230 and AICPA Statements (Webinar) (26WC-0320)26WC-0320 | *Federal statutory and regulatory standards governing tax preparers: Preparer penalty provisions, Circular 230 and; AICPA Statements on Standards for Tax Services*Tax shelter and reportable transaction issues in depth*Attorney-client, Sec. 7525 and work product privilege issues and Kovel arrangements | |
| 8/18/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Retirement Distributions: Planning Options (Webinar) (26WC-0336)26WC-0336 | *Roth IRA: The right choice?*Income tax treatment of distributions from retirement plans of all types*Laws, regulations and IRS rulings concerning plan distributions*Avoiding penalty on distributions that happen too early or too late*Beneficiary choices - eligible or not?*Self-directed IRA investment problems | |
| 8/19/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Case Studies in Accounting Fraud (Webinar) (26WC-0188)26WC-0188 | *Major financial statement frauds, including revenue recognition, estimates, earnings management and cut-off fraud*Major misappropriation of asset fraud schemes, including skimming, larceny, and additional schemes that occur in within payments processing*Review of recent cases involving the same common fraud schemes that have always existed | |
| 6/25/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Top 10 Things to Know About Estate Taxation and Planning (Webinar) (26WC-0274)26WC-0274 | *The Numbers: Exemptions, exclusions and discounts*Portability and step-up in basis*Asset valuation*Deductions: Marital, charitable, transmission and administration*Retirement plan assets, annuities and life insurance*Trust funding and administration | |
| 8/4/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Preparation, Compilation and Review Issues: Highlights (Webinar) (26WC-0212)26WC-0212 | *AR-C 60*AR-C 70*AR-C 80 and AR-C 90Â | |
| 7/13/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accounting for Income Taxes for Private Companies (Webinar) (26WC-0386)26WC-0386 | *Sample Schedule M calculations*Sample work papers for deferred tax computations*Comprehensive two-year example and computations*Review and analysis of recurring temporary differences*Identification of the sources to compute "cumulative temporary differences"*Sample workpapers for analysis of tax positions | |
| 8/31/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 101 Tax Planning Ideas (Webinar) (26WC-0076)26WC-0076 | *An overview of the individual and business tax changes in the One Big Beautiful Bill*Identifying tax planning opportunities in the tax formula*Different types of planning*Frequently-used planning techniques*Qualitative and quantitative considerations*The connection between tax planning and other financial planning areas, such as retirement, investment, insurance, and estate planning*Looking to the past, present, and future as we plan | |
| 5/20/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The CPA's 2026 Guide to Cryptocurrency and Blockchain (Webinar) (26WC-0061)26WC-0061 | *Blockchain technology primer*Cryptocurrency technology primer*Update on the cryptocurrency marketplace*Cryptocurrency exchanges - the good, the bad and the ugly*Overview of cryptocurrency taxation and legislation*Smart contracts - what they are and how they work | Higgins John H |
| 5/18/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Art of the Interview (Webinar) (26WC-0160)26WC-0160 | *Identify inconsistencies and uncover financial misconduct*Use psychological and behavioral cues to detect deception*Build rapport to elicit key details from interview subjects*Adapt questioning techniques to different personalities and contexts | |
| 6/22/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Form 706 Preparation Part 4: GST Schedule R, Form 8971, Payments and Credits (Webinar) (26WC-0243)26WC-0243 | *Generation-Skipping Transfer Tax, Schedule R, including election statements and integration with the marital deduction*Foreign Death Tax Credit, Schedule P and Prior Transfer Credit, Schedule Q*Qualified Conservation Easements, Schedule U*Making Sec. 6166 election and using Graegin loans | |
| 7/23/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accounting and Auditing Update (Webinar) (26WC-0129)26WC-0129 | *Review of new accounting standards issued in 2025 and 2026*Applicable changes to accounting for government grants and crypto currency*Compilation and review standards and interpretations (SSARS)*Auditing standards including a deep dive into the quality management standards | |
| 6/11/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| How to Review Financial Statements (Webinar) (26WC-0088)26WC-0088 | *Practice reviewing financial statements*Financial statement case studies | |
| 5/26/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Accounting and Auditing for the Construction Industry (Webinar) (26WC-0083)26WC-0083 | *Illustrative computations for revenue recognition*Analysis of FASB revenue recognition standard and the anticipated impact on the construction industry*Application of "risk-based" audit model to contractors*The "Lookback" analysis and the contractor's estimating reliability*Practical approach to auditing contracts completed and in progress*Numerous computations and alternative approaches*Independent contractor qualifications | |
| 5/21/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Deception, Embezzlement and Fraud (Webinar) (26WC-0362)26WC-0362 | *Narcissism studies*Fraud*Embezzlement*Technology used in scams | |
| 8/25/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Accounting and Tax Ethics: Standards, Issues and Case Studies (Webinar) (26WC-0085)26WC-0085 | *AICPA Code of Professional Conduct*Threats to compliance with Code of Ethics*Updated Statement of Standards for Taxpayer Services (SSTS)*Ethical challenges in selecting appropriate GAAP alternatives | |
| 5/26/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Not-for-Profit A&A Series Part 2: Revenue Recognition (Webinar) (26WC-0405)26WC-0405 | *Pledges and contributions*Restrictions and conditions*Special concerns with governmental funding*Donated goods and services*Special events*Revenues earned through sales and services to customers, including the application of CECL | |
| 9/16/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accounting Industry Update (Webinar) (26WC-0344)26WC-0344 | *FASB Technical Agenda and upcoming changes*ASUs*Implementation dates and methods*Audit quality initiatives*Changes to AICPA auditing standards and PCAOB standards | |
| 8/20/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Tax Basis and Other Special Purpose Frameworks (Webinar) (26WC-0315)26WC-0315 | *Tax basis*Cash and modified cash*Contractual*Regulatory*Financial Reporting Framework for Small and Medium sized Entities (FRF for SMEs)*Red-flags in fraud | |
| 8/14/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Balance Sheet Management: The Least Understood Risk (Webinar) (26WC-0238)26WC-0238 | *Intentionally managing your balance sheet to reduce risk*Properly balance debt and equity versus other funding sources*Know the balance sheet pitfalls and risks to avoid*Understand the analysis and decision-making process through real-world examples and five interactive case discussions | |
| 7/22/2026 | 11 a.m. - 2:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| August 2026 AI Update: Current Issues, Future Possibilities (Webinar) (26WC-0293)26WC-0293 | *Recent changes in major AI languages and their uses*New developments in chatbot and prompt query tools for CPAs*Major AI breakthroughs in the past 6 months*Recommended AI tools for CPAs | |
| 8/10/2026 | 12 - 1:30 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Not-for-Profit A&A Series Part 1: Financial Statement Presentation and Disclosure (Webinar) (26WC-0119)26WC-0119 | *Overview of required financial statements*Unique considerations in the nonprofit environment*Presentation options for reserves, restrictions, functional expenses and liquidity.*Common pitfalls and little-known alternatives*Recognize financial statement presentation requirements for nonprofits | |
| 6/9/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Social Security Basics and Strategies for Maximizing Benefits (Webinar) (26WC-0371)26WC-0371 | *Social Security planning, benefit calculation, and beneficiaries*Recent changes to "file and suspend" and "restricted application" strategies*Increasing benefits for divorced and surviving spouses*Early retirement and the earnings test*An overview of the obstacles beneficiaries face when claiming Social Security disability benefits*Integrating retirement plan distribution strategies with Medicare and Social Security claiming strategies | |
| 8/19/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Accounting and Auditing Update (Webinar) (26WC-0200)26WC-0200 | *Review of new accounting standards issued in 2025 and 2026*Applicable changes to accounting for government grants and crypto currency*Compilation and review standards and interpretations (SSARS)*Auditing standards including a deep dive into the quality management standards | |
| 7/7/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Consolidation Accounting (Webinar) (26WC-0289)26WC-0289 | *Consolidation accounting framework*Voting control *Variable Interest Entities*Business combinations*Control case examples*Business combination case examples*Disclosures | |
| 8/10/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Statement of Cash Flows: Preparation and Analysis Workshop (Webinar) (26WC-0298)26WC-0298 | *Major provisions of GAAP Codification Topic No. 230*Statement classification issues*Reporting operating cash flows: Direct and indirect methods*Preparing the statement: Workpaper techniques*Useful cash flow ratios*Bankruptcy prediction using the statement of cash flows | |
| 8/11/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Financial Statement Analysis (Webinar) (26WC-0322)26WC-0322 | *How to extract necessary information*Financial ratios that are used as analytical tools*The proper understanding of accounting terminology*Basic ratio tools*Cash flow*Working capital | |
| 8/18/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Accounting and Auditing Update (Webinar) (26WC-0369)26WC-0369 | *Review of new accounting standards issued in 2025 and 2026*Applicable changes to accounting for government grants and crypto currency*Compilation and review standards and interpretations (SSARS)*Auditing standards including a deep dive into the quality management standards | |
| 8/26/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Internal Controls: Strengthen Security, Efficiency and Employee Conduct (Webinar) (26WC-0066)26WC-0066 | *An overview of control frameworks and concepts*Strategy considerations that can be incorporated into control development*Understanding and controlling risk that arises | Egnatoff Karl W |
| 5/19/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Comprehensive Roth IRA Strategies Analysis (Webinar) (26WC-0195)26WC-0195 | *Why Roth-related Rules of Thumb can be flawed*Questions you can use to evaluate recommendations*SECURE 2.0 changes related to Roth IRA / Roth 401k*Backdoor and Mega-Backdoor Roth | |
| 6/26/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 101 Tax Planning Ideas (Webinar) (26WC-0077)26WC-0077 | *An overview of the individual and business tax changes in the One Big Beautiful Bill*Identifying tax planning opportunities in the tax formula*Different types of planning*Frequently-used planning techniques*Qualitative and quantitative considerations*The connection between tax planning and other financial planning areas, such as retirement, investment, insurance, and estate planning*Looking to the past, present, and future as we plan | |
| 5/20/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Vows Made Visible: Ethics and the Call of the Profession (Webinar) (26WC-0185)26WC-0185 | *AICPA Code of Professional Conduct, Institute of Management Accountants Standards of Ethical Conduct and T.D. Circular 230*Implications of the Sarbanes-Oxley Act of 2002*Recent, relevant cases on accounting profession ethics and professional responsibility*Areas the partner should pay particular attention to*What it means to be a profession and a professional*Ethical frameworks | |
| 6/25/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Only Financial Officer 3.0: Skills for Smaller Company Financial Managers (Webinar) (26WC-0176)26WC-0176 | *Create a collaborative environment*Develop your team's skills*Use feedback features to become a better writer*Where organizations make pricing mistakes*Why pricing must involve finance*How finance can save the bottom line*Be your bank's best customer*Understand your bargaining position*Negotiate your covenants effectively | |
| 6/10/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| World Class Cost Accounting: A Practical Application -- Part 1 (Webinar) (26WC-0394)26WC-0394 | *Classification of the five cost types*Direct Materials--comprehensive coverage*Direct Labor--labor burden costs | |
| 9/2/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| How to Review Financial Statements (Webinar) (26WC-0260)26WC-0260 | *Practice reviewing financial statements*Financial statement case studies | |
| 7/29/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Not-for-Profit Organizations: Treasury Utilizing QuickBooks (Webinar) (26WC-0227)26WC-0227 | *Financial entity*IRS filing status*Recent ASC updates affecting nonprofits*Inflows and Outflows*QuickBooks Desktop*Setup*Data entry*Reporting*Governance policies and budgeting | |
| 7/21/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Financial Statement Disclosures (Webinar) (26WC-0217)26WC-0217 | *General requirements*Balance Sheet, income statement and cash flow*Stockholders" equity*Business combination and consolidation | |
| 7/15/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Fiduciary Taxation Part 1: Introduction to Form 1041 (Webinar) (26WC-0291)26WC-0291 | *Introduction to the fiduciary entity and basic fiduciary entity flowchart*Authorities and disciplines in fiduciary accounting and taxation*Fiduciary tax rates and brackets*Introduction to Subchapter J*Five basic rules and concepts of fiduciary taxation and steps to calculating the income taxation of trusts and estates*Use of a tax spreadsheet | |
| 8/10/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Staff Tax Training: S Corporations (Form 1120S) (Webinar) (26WC-0303)26WC-0303 | *An extensive review of the S corporation tax laws with an emphasis on any new legislative changes Form 1120S (and related schedules) preparation issues*S corporation formation issues and liquidations*Form 2553 S corporation elections and late IRS election procedures*Schedule K and K-1'preparation issues including separately and non-separately stated income and expense items (including the 20% qualified business income (QBI) deduction, 3.8% net investment income tax, business interest deduction limitations, fringe benefits and entertainment expenses)*S corporation revocation and termination and allocation of income during short S and C corporation years*Unreasonably low officer compensation issues*Tax treatment of fringe benefits paid to 2% shareholders and family members*Schedule D'built-in gains (BIG) tax computation and planning opportunities when converting from a C to S corporation*Excess passive investment income tax issues*Schedule M-2'detailed step-by-step analysis of the AAA, PTI, E&P and OAA accounts and look at the tax treatment of distributions when the S corporation has prior C corporation earnings and profits (E&P)*Overview of calculating a shareholder's stock and debt basis and discuss how S corporation losses and deductions can be limited to basis and the at-risk rules | Garverick Pat |
| 8/11/2026 | 10 a.m. - 5:30 p.m. | Online | 16 CPE (16 tech, 0 non-tech) | |
| Fiduciary Accounting Part 3: Special Accounting Elections and Distributions (Webinar) (26WC-0354)26WC-0354 | *Analyze a traditional fiduciary accounting situation*Determine the use of the reserve for depreciation*Become acquainted with the special accounting rule for business assets*Review the accounting treatment of distributions from entities | |
| 8/24/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| FASB and AICPA Update for Tax Professionals: Highlights (Webinar) (26WC-0350)26WC-0350 | *Broadly applicable ASU effective in 2025 and beyond*Significant recent SASÂ | |
| 8/24/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| U.S. GAAP Disclosures for Non-Public Entities (Webinar) (26WC-0139)26WC-0139 | *FASB Accounting Standards Codification disclosure requirements*An overview of the disclosure landscape*How materiality enters into disclosure decisions*Navigating the FASB Codification | |
| 6/16/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| OCBOA Case Studies (Webinar) (26WC-0249)26WC-0249 | *Income tax-basis financial statement presentations*Cash and modified-cash financial statement presentations*Innovative and EBITDA type reports*OCBOA engagements*AICPA Financial Reporting Framework for Small- and Medium-Sized Entities | |
| 7/27/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Metrics Management: Choose and Use Key Performance Indicators (Webinar) (26WC-0302)26WC-0302 | *Link long term strategy to short term financial plans*Use benchmarking to determine what performance should be | |
| 8/11/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| World Class Cost Accounting: A Practical Application -- Part 2 (Webinar) (26WC-0114)26WC-0114 | *Classification of MFG overhead into the five cost types*Selecting the bases for tracing or assigning overhead to products*Period Manufacturing Inefficiencies--categories and costing | |
| 6/4/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| PFP Update: Investment Planning in This New Era (Webinar) (26WC-0183)26WC-0183 | *Develop, design and monitor client investment portfolios*Assessing a client's risk tolerance and manage expectations by understanding risk/return relationships*Assessomg market conditions in a very unique and different environment*How clients need to potentially re-shape their investing strategies post-COVID and determine whether this process continues*How investment vehicles work together to manage risk/return relationships*How to build, monitor, evaluate and re-design an investment portfolio | |
| 6/24/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Not-for-Profit Organizations: Treasury Utilizing QuickBooks (Webinar) (26WC-0095)26WC-0095 | *Financial entity*IRS filing status*Recent ASC updates affecting nonprofits*Inflows and Outflows*QuickBooks Desktop*Setup*Data entry*Reporting*Governance policies and budgeting | |
| 5/27/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Basic Staff Tax Training: Individual (Webinar) (26WC-0271)26WC-0271 | *Form 1040 and the accompanying reporting schedules for a basic individual income tax return*Basic individual income tax planning ideas for clients*Several source documents utilized in the preparation of an individual income tax return*Common errors made in the preparation of an individual income tax return and understand how to avoid the errors in the future | |
| 8/4/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Fraud Misstatements and Financial Reporting (Webinar) (26WC-0156)26WC-0156 | *A case study approach to financial statement fraud*Cases on misrepresentation of assets, including cash, inventory, accounts receivable, fixed assets, goodwill and reserves*Common methods of deceiving users of financial statements*Red-flags in fraud | |
| 6/18/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Accounting for Income Taxes for Private Companies (Webinar) (26WC-0127)26WC-0127 | *Sample Schedule M calculations*Sample work papers for deferred tax computations*Comprehensive two-year example and computations*Review and analysis of recurring temporary differences*Identification of the sources to compute "cumulative temporary differences"*Sample workpapers for analysis of tax positions | |
| 6/10/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Pension and Profit-Sharing Plan Strategies (Webinar) (26WC-0374)26WC-0374 | *Types of documents: advantages and disadvantages, where they fit and plan termination issues*Types of retirement plans*Plan selection and design*Contribution and deduction limits and timing*Reporting and disclosure: Form 5500 and participant communications*Legislative environment*In-plan Roth conversions | |
| 8/26/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| AI: It's Here and It's Time to Get on Board (Webinar) (26WC-0402)26WC-0402 | *An overview of AI--What it is and how it works*How AI fits into the technology landscape*A look at how artificial intelligence is used now and what the future holds. | |
| 9/10/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Four Most Overlooked Business Risks: Preparing for the Future (Webinar) (26WC-0145)26WC-0145 | *Systemic risk*Strategic risk*Culture risk*Management continuity risk | |
| 6/16/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Google Gemini Deep Dive Hands-on Bootcamp for CPAs (Webinar) (26WC-0246)26WC-0246 | *Getting started with Gemini*Tour of the Gemini app and how to use it*Variety of hands-on case study examples for accounting, finance and tax*Protecting your data privacy in Google Gemini*Advanced Gemini features review*Integration with Google apps*Subscription plan options | |
| 7/24/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Know Your Cost: Double Your Profit (Webinar) (26WC-0398)26WC-0398 | *Why traditional approaches are inadequate*How superior cost information can double your profit*Make Activity Based Costing spreadsheet easy*Recognize joint and by-products*Add throughput costing to your toolbox*Depreciation*Interest and the cost of capital | |
| 9/3/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Driving Corporate Performance: The CFO's Role in Competitiveness (Webinar) (26WC-0287)26WC-0287 | *Know why successful companies focus their strategy*Translate strategic initiatives into accomplishments | |
| 8/6/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Predicting the Future: 21st Century Budgets and Projections (Webinar) (26WC-0356)26WC-0356 | *Why great predictions are not intuitive*How to separate correlation from causation*How to recognize and overcome bias*Learn from the past without hindsight bias*Why the many purposes and types of budgets and projections cause distortions*How benchmarking and metrics have changed the budget process | |
| 8/24/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Form 709 Guidance: Gift Tax and Generation-Skipping Transfer Returns (Webinar) (26WC-0300)26WC-0300 | *Review of sample returns with illustrations of most forms of gifts*How to meet the adequate disclosure requirements*Community property gifts vs. gift splitting, use of DSUEA from a pre-deceased spouse*Electing in or out of GST allocations with indirect skips | |
| 8/11/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How Technology Controls Should Be Developed and Implemented (Webinar) (26WC-0312)26WC-0312 | *An overview of AI--What it is and how it works*How AI fits into the technology landscape*A look at how artificial intelligence is used now and what the future holds. | |
| 8/13/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Know Your Cost: Double Your Profit (Webinar) (26WC-0070)26WC-0070 | *Why traditional approaches are inadequate*How superior cost information can double your profit*Make Activity Based Costing spreadsheet easy*Recognize joint and by-products*Add throughput costing to your toolbox*Depreciation*Interest and the cost of capital | Minges Don |
| 5/19/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Deception, Embezzlement and Fraud (Webinar) (26WC-0361)26WC-0361 | *Narcissism studies*Fraud*Embezzlement*Technology used in scams | |
| 8/25/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Fiduciary Taxation Part 4: Miscellaneous Topics and AMT (Webinar) (26WC-0307)26WC-0307 | *Review the Passive Activity Rules under IRC Sec. 469 as they apply to fiduciary entities*The 65-day Rule and election under IRC Sec. 663(b)*Special rules for specific bequests under IRC Sec. 663(a)*Alternative Minimum Tax for trusts and estates*AMT bracket rates and exemption for fiduciary entities*Alternative Minimum Tax spreadsheet approach using AMT problem example with Passive Activity Loss (PAL) | |
| 8/12/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Metrics Management: Choose and Use Key Performance Indicators (Webinar) (26WC-0104)26WC-0104 | *Link long term strategy to short term financial plans*Use benchmarking to determine what performance should be | |
| 5/28/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Revenue Recognition for Private Entities (Webinar) (26WC-0343)26WC-0343 | *Analysis of requirements for revenue recognition under ASC 606*Discussion of the requirements for auditing revenue transactions*Analysis of internal control and fraud risk aspects*Identification of high-risk areas of revenue recognition*Suggested procedures for identified risks | |
| 8/20/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Top 10 Things to Know About Estate Taxation and Planning (Webinar) (26WC-0275)26WC-0275 | *The Numbers: Exemptions, exclusions and discounts*Portability and step-up in basis*Asset valuation*Deductions: Marital, charitable, transmission and administration*Retirement plan assets, annuities and life insurance*Trust funding and administration | |
| 8/4/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Ethics in the Real World (Webinar) (26WC-0395)26WC-0395 | *Why model codes of ethics fail*The science behind organizations "Ethical DNA"*Understanding the psychology behind "Tone at the Top"*The interaction between critical thinking and ethics*Breaking myths about motivation related to decision-making*Ethical decision-making under pressure*Are ethics and morals "fixed" or can we learn to improve | |
| 9/3/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| Top 10 Things to Know About Estate Taxation and Planning (Webinar) (26WC-0255)26WC-0255 | *The Numbers: Exemptions, exclusions and discounts*Portability and step-up in basis*Asset valuation*Deductions: Marital, charitable, transmission and administration*Retirement plan assets, annuities and life insurance*Trust funding and administration | |
| 7/28/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| U.S. GAAP Disclosures for Non-Public Entities (Webinar) (26WC-0140)26WC-0140 | *FASB Accounting Standards Codification disclosure requirements*An overview of the disclosure landscape*How materiality enters into disclosure decisions*Navigating the FASB Codification | |
| 6/16/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Critical Thinking Skills for Financial Professionals (Webinar) (26WC-0244)26WC-0244 | *Why critical thinking skills are so important to today's financial professionals*How to evaluate critical elements of a leader's decision-quality capability*How to recognize factors that can sabotage decision-making by even highly capable people | |
| 7/23/2026 | 11 a.m. - 2:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Form 5500 Annual Update (Webinar) (26WC-0347)26WC-0347 | *Forms 5500, 5500SF and 5500EZ*Form 5500: nuances and schedules*Reporting and disclosing compliance issues*Reporting delinquent contributions*Failure to file | |
| 8/20/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Preparation, Compilation and Review Services (Webinar) (26WC-0316)26WC-0316 | *All recently issued SSARS standards*Financial reporting frameworks*Distinguishing special purpose frameworks from GAAP*CPAs reporting on financial statements*Financial statement disclosures*Recently issued ethics standards*Peer review deficiencies | |
| 8/17/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Fiduciary Accounting Part 4: The New Frontier -- Total Return Trusts (Webinar) (26WC-0268)26WC-0268 | *What are new frontier trusts?*Situations where the use of the trustee's power to adjust or a unitrust can be beneficial*Understanding the requirements for using a particular strategy*Authority and requirements for the trustee's power to adjust with a problem example*Authority and requirements for unitrusts with a problem example*Including capital gains in Distributable Net Income (DNI) | |
| 7/31/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Taxation of the Construction Contractor (Webinar) (26WC-0297)26WC-0297 | *Walkthrough of accounting methods and relevant elections under IRC 460*Illustrative examples and analysis*Review of pertinent cases and revenue rulings*Update of other IRS activity, including recent Tax Reform | |
| 8/11/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| World Class Cost Accounting: A Practical Application -- Part 1 (Webinar) (26WC-0111)26WC-0111 | *Classification of the five cost types*Direct Materials--comprehensive coverage*Direct Labor--labor burden costs | |
| 6/3/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Lease Implementation for Private Entities (Webinar) (26WC-0392)26WC-0392 | *Analysis of requirements for lease accounting under ASC 842, including detailed schedules showing journal entries and computations*Analysis of internal control and fraud risk aspects*Identification of high-risk areas of lease accounting and reporting*Suggested audit and review procedures for identified risks | |
| 9/10/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Financial Statements for the Simple Business Entity (Webinar) (26WC-0126)26WC-0126 | *Accounting for simple business entities*Income tax, modified cash basis and other alternatives to GAAP*Avoiding the pitfalls and costs of GAAP reporting and disclosure requirements*Documenting accounting decisions to minimize potential liability | |
| 6/10/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Generation-Skipping Transfer Tax and Dynasty Trusts (Webinar) (26WC-0174)26WC-0174 | *Calculation of the GST tax, and how it relates to the estate tax and gift tax*Direct skips, taxable distributions, and taxable terminations*GST tax allocations, Reverse QTIP election, and Exempt and Nonexempt Trusts*Calculating the benefit of and designing Dynasty Trusts | |
| 6/23/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Build Your Team: Get Results (Webinar) (26WC-0207)26WC-0207 | *Myths about teamwork*Lessons from great teams*Discuss the Five Dysfunctions of a Team*Key duties and attributes of a true leader*How to gain commitment*Create an action plan to harness teamwork | |
| 7/8/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| International Tax Forum: July 2026 (Webinar) (26WC-0269)26WC-0269 | *Various tax topics from a legal perspective*International, Federal and State tax matters | |
| 7/31/2026 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| SSARS Practice Issues and Standards Update (Webinar) (26WC-0305)26WC-0305 | *Review of applicable SSARS standards, including standards updates*Review of AICPA professional ethics requirements*In-depth discussion of non-attest services*Review of independence issues for SSARS services*Overview of SSARS #21'performance, documentation and other requirements*Detailed analysis of preparation vs. compilation engagements*Detailed analysis of review engagements | |
| 8/12/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Balance Sheet Management: The Least Understood Risk (Webinar) (26WC-0319)26WC-0319 | *Intentionally managing your balance sheet to reduce risk*Properly balance debt and equity versus other funding sources*Know the balance sheet pitfalls and risks to avoid*Understand the analysis and decision-making process through real-world examples and five interactive case discussions | |
| 8/17/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| PFP Update: Issues, Exposures and Developing Client Strategy (Webinar) (26WC-0164)26WC-0164 | *Cash flow management*Insurance, investment, income tax, education, retirement and estate planning*Understanding client issues, diagnosing client exposures and determining client solutions*Closely held business owner strategies | |
| 6/22/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Statement of Cash Flows: Preparation and Analysis Workshop (Webinar) (26WC-0299)26WC-0299 | *Major provisions of GAAP Codification Topic No. 230*Statement classification issues*Reporting operating cash flows: Direct and indirect methods*Preparing the statement: Workpaper techniques*Useful cash flow ratios*Bankruptcy prediction using the statement of cash flows | |
| 8/11/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Taxation of the Construction Contractor (Webinar) (26WC-0117)26WC-0117 | *Walkthrough of accounting methods and relevant elections under IRC 460*Illustrative examples and analysis*Review of pertinent cases and revenue rulings*Update of other IRS activity, including recent Tax Reform | |
| 6/9/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| World Class Cost Accounting: A Practical Application -- Part 2 (Webinar) (26WC-0222)26WC-0222 | *Classification of MFG overhead into the five cost types*Selecting the bases for tracing or assigning overhead to products*Period Manufacturing Inefficiencies--categories and costing | |
| 7/16/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Advanced Personal Financial Planning Update (Webinar) (26WC-0190)26WC-0190 | *Retirement: accumulation and decumulation techniques, Social Security, Medicare and long-term care*Debt management, including mortgages and education financing*Insurance and investments from a life-planning perspective*Income tax legislation, cases, and rulings*Estate and trust planning strategies | |
| 6/25/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Agentic AI for CPAs: Automate Workflows with Intelligence (Webinar) (26WC-0106)26WC-0106 | *Introduction to agentic AI concepts and terminology*Case studies for using AI agents in accounting, finance and tax services*Step by step demonstration of creating and deploying an AI agent*Introduction to Microsoft Copilot Studio agent builder*Developing your AI agent deployment strategy | |
| 5/29/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Preparation, Compilations and Reviews: A Practical Workshop (Webinar) (26WC-0210)26WC-0210 | *Preparation*Compilations*Reviews | |
| 7/9/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Preparing Quality of Earnings Analysis (Webinar) (26WC-0317)26WC-0317 | *Uses of a Quality of Earnings Report*Information needed to prepare the report*Overlapping enterprise valuation concepts*Various adjustments to "as reported" EBITDA | |
| 8/17/2026 | 11 a.m. - 1:30 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Preparing Financial Statements for Clients (Webinar) (26WC-0059)26WC-0059 | *Preparation engagement definition and risk assessment*Materiality*Misstatements and fraud*Client acceptance and continuation*Engagement letters*Prospective financial statements | Mishler Mark |
| 5/18/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| World Class Cost Accounting: A Practical Application -- Part 1 (Webinar) (26WC-0219)26WC-0219 | *Classification of the five cost types*Direct Materials--comprehensive coverage*Direct Labor--labor burden costs | |
| 7/15/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Strategy, Risk and Finance: Why We Do What We Do (Webinar) (26WC-0309)26WC-0309 | *Why do most strategic plans fail?*Why so many formerly strong organizations have failed*Why most organizations have a poor strategic plan and how to correct this*The many risks that must be addressed: Financial risk, execution risk, commercial, business, and strategic risks as well as commonly overlooked risks*How Behavioral Economics will help address the risk | |
| 8/12/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Financial Accounting Standards: A Comprehensive Review (Webinar) (26WC-0337)26WC-0337 | *Application of professional judgment*Codification, GAAP and the GAAP hierarchy*Recent changes in financial statement presentation*Hot Topics in financial reporting and accounting | |
| 8/18/2026 | 10 a.m. - 5:30 p.m. | Online | 16 CPE (16 tech, 0 non-tech) | |
| Pension and Profit-Sharing Plan Strategies (Webinar) (26WC-0373)26WC-0373 | *Types of documents: advantages and disadvantages, where they fit and plan termination issues*Types of retirement plans*Plan selection and design*Contribution and deduction limits and timing*Reporting and disclosure: Form 5500 and participant communications*Legislative environment*In-plan Roth conversions | |
| 8/26/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Understanding Apportionment for a Multistate Business (Webinar) (26WC-0388)26WC-0388 | *Apportionment Formulas*Sourcing Rules for service income and income from intangibles*Throwback and throw-out and when they apply*Apportionment applied to flow-through entities and sole proprietorships*Learn about Alternative Apportionment | |
| 8/31/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accounting for Crypto Assets (Webinar) (26WC-0128)26WC-0128 | *Scope and criteria for crypto assets under ASC 350-60*Initial recognition and subsequent fair value measurement under ASC 820*Presentation on the balance sheet and income statement; required annual and interim disclosures | |
| 6/11/2026 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Understanding and Creating an Internal Control System (Webinar) (26WC-0324)26WC-0324 | *Underlying concepts of internal control*Defining where and why controls, policies and procedures are needed*Legacy control measures that are still important for businesses today*Creating control measures that address the use and protection of technology | |
| 8/18/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Financial Reporting Fundamentals (Webinar) (26WC-0310)26WC-0310 | *Financial statements, disclosures and presentations*Review of two Annual Financial Reports (IFRS and U.S. GAAP) | |
| 8/13/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| SSARS Codification: Preparation, Compilation and Review (Webinar) (26WC-0177)26WC-0177 | *SSARS Codification requirements*SSARS engagements: preparation of financial statements, compilation of financial statements and proforma financial information*Review of financial statements*Coverage of the amendments to the SSARS contained in SSARS 26 and SSARS 27 | |
| 6/24/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Tax Basis Financial Statements (Webinar) (26WC-0351)26WC-0351 | *Tax basis financial statements presentation and disclosure*Reporting on tax-basis financial statements | |
| 8/24/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Financial Statement Disclosures (Webinar) (26WC-0218)26WC-0218 | *General requirements*Balance Sheet, income statement and cash flow*Stockholders" equity*Business combination and consolidation | |
| 7/15/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Closely Held Business Owner Financial Planning Opportunities (Webinar) (26WC-0330)26WC-0330 | *Insurance planning*Investment planning*Business succession planning*Income tax planning*Practice management and marketing*Retirement planning*Executive compensation*Estate planning | |
| 8/18/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| IRAs: Traditional, Roth, SEP and SIMPLE (Webinar) (26WC-0122)26WC-0122 | *An emphasis on newly enacted tax legislation affecting IRAs., including the NEW final required minimum distribution (RMD) regulations*Contribution limits to and tax treatment of distributions from Traditional, Roth, SEP and SIMPLE IRAs*Deductible phase-out limits for Traditional IRA contributions for taxpayers who are active participants in qualified retirement plans*Roth IRA contribution phase-out limits, as well as tax-free qualified distributions*Planning opportunities for conversions to ROTH IRAs*Rollover rules to/from different retirement accounts and the one-rollover-per-year limitation*The different options of receiving IRA distributions before age 59 ½ and avoiding the 10% early distribution penalty (including substantially equal periodic payments)*The required minimum distribution (RMD) rules from IRAs needed to avoid the 50% penalty after the account owner turns age 72 or dies*The tax ramifications of spouse and non-spouse beneficiaries and how this affects the RMD calculation after the account owner's death*Overview of health savings account (HSA) eligibility rules, contribution limits and distribution rules | Garverick Pat |
| 6/10/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Tax Planning for Seniors (Webinar) (26WC-0161)26WC-0161 | *Income for seniors: retirement, earnings and investments*Tax Deductions: planning, bunching, strategies*Planning to help family members | |
| 6/22/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Audits Under Uniform Guidance: Single Audit and Not-for-Profit Organizations (Webinar) (26WC-0187)26WC-0187 | *Concepts of the Single Audit under the Uniform Guidance*Performing the compliance audit of federal awards, including testing auditee compliance and internal control over compliance*Auditor reporting responsibilities including the compliance audit reports, the report on the schedule of expenditures of federal awards, and schedule of findings and questioned costs*Requirements for the schedule of expenditures of federal awards, known as the SEFA*Update on the OMB Compliance Supplement | |
| 6/25/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Form 706 Preparation Part 3: Reporting Deductions (Webinar) (26WC-0242)26WC-0242 | *How to report funeral and administrative expenses on Schedule J and/or L*How to report debts, mortgages and liens on Schedule K*Marital deduction and elections, QTIP, Reverse QTIP, QDOT, over-stated marital deductions*Charitable deduction Schedule O and potential problems | |
| 7/23/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Know Your Cost: Double Your Profit (Webinar) (26WC-0399)26WC-0399 | *Why traditional approaches are inadequate*How superior cost information can double your profit*Make Activity Based Costing spreadsheet easy*Recognize joint and by-products*Add throughput costing to your toolbox*Depreciation*Interest and the cost of capital | |
| 9/3/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Estate Planning Strategies Using Irrevocable Trusts (Webinar) (26WC-0201)26WC-0201 | *The gift, estate, and income tax treatment of irrevocable trusts*The benefits and risks of spousal lifetime access trusts (SLATs)*Planning with grantor retained interest trusts (GRATs and GRUTs) and Qualified Personal Residence Trusts (QPRTs)*When to use life insurance trusts (ILITs) and dynasty trusts*The effectiveness of domestic asset protection trusts (DAPTs) | |
| 7/7/2026 | 10 a.m. - 3:30 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| Comprehensive Update: FASB and AICPA (Webinar) (26WC-0220)26WC-0220 | *ASU effective in 2024 and beyond*Recent SAS *Selected ethics interpretations | |
| 7/16/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Retirement Advising: Accumulation and Decumulation Strategies (Webinar) (26WC-0265)26WC-0265 | *The downside of traditional retirement asset accumulation strategies*Threats to a successful retirement*Holistic retirement planning: how personal goals integrate with tax, estate, risk, and investment management principles*Matching investment assets with the appropriate retirement plan and distribution strategy*Review recent legislation, including the changes for seniors in the One Big Beautiful Bill and the provisions of the SECURE Acts, and how they will impact retirement planning | |
| 7/30/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| PFP Update: Income Tax, Retirement and Estate Planning (Webinar) (26WC-0163)26WC-0163 | *The personal financial planning process*Relevance to income tax*Retirement and estate planning concerns and solutions | |
| 6/22/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Fiduciary Taxation Part 3: Complex Trusts and Charitable Deduction (Webinar) (26WC-0306)26WC-0306 | *The differences between a simple and complex trust*The use of the tier system with complex trusts*Review of basic requirements of the charitable contribution deduction under IRC Sec. 642(c)*Preparation of a tax spreadsheet for a complex trust*Preparation of a tax spreadsheet for a complex trust with a charitable contribution deduction*Complex problem Form 1041 examples with spreadsheets and exhibits | |
| 8/12/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accounting for Crypto Assets (Webinar) (26WC-0348)26WC-0348 | *Scope and criteria for crypto assets under ASC 350-60*Initial recognition and subsequent fair value measurement under ASC 820*Presentation on the balance sheet and income statement; required annual and interim disclosures | |
| 8/21/2026 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Google Gemini Deep Dive Hands-on Bootcamp for CPAs (Webinar) (26WC-0328)26WC-0328 | *Getting started with Gemini*Tour of the Gemini app and how to use it*Variety of hands-on case study examples for accounting, finance and tax*Protecting your data privacy in Google Gemini*Advanced Gemini features review*Integration with Google apps*Subscription plan options | |
| 8/18/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Not-For-Profit Organizations: Financial Overview (Webinar) (26WC-0208)26WC-0208 | *Financial entity*IRS filing status*Recent ASC updates affecting nonprofit entities | |
| 7/9/2026 | 10 a.m. - 12:30 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Form 709 Guidance: Gift Tax and Generation-Skipping Transfer Returns (Webinar) (26WC-0063)26WC-0063 | *Review of sample returns with illustrations of most forms of gifts*How to meet the adequate disclosure requirements*Community property gifts vs. gift splitting, use of DSUEA from a pre-deceased spouse*Electing in or out of GST allocations with indirect skips | Joseph Donita M. |
| 5/18/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Tax Aspects of Stock Investing (Webinar) (26WC-0118)26WC-0118 | *Active and passive investing*Dividend-paying stocks, value stocks, and the net investment income tax*Favorable capital gain strategies and the netting process*Exchange-traded funds (ETFs), stock options, and straddles | |
| 6/9/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The ACFE Report to the Nations (Webinar) (26WC-0196)26WC-0196 | *Results of the study*Red-flags in fraud*How fraud is perpetrated*How fraud is discovered*Methods of minimizing fraud | |
| 6/26/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Comprehensive S Corporation Taxation Form 1120S (Webinar) (26WC-0380)26WC-0380 | *Learn how to qualify and to make the S corporation election*Determine how to calculate initial and annual stock and debt basis amounts and the three reasons why they are maintained*Understand the four loss limitation rules applied on the shareholder's individual income tax return (i.e., basis, at-risk, passive, and excess business loss limitations)*Understand the proper tax treatment and reporting of a distribution from the S corporation to a shareholder*Determine how to calculate AAA and OAA account for an S corporation as well as the 3 potential taxes*Determine the impact of health insurance, the net investment income tax, qualified business income tax deduction and unreasonable compensation issues on the reporting function of the S corporation | |
| 8/27/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Advanced Personal Financial Planning Update (Webinar) (26WC-0189)26WC-0189 | *Retirement: accumulation and decumulation techniques, Social Security, Medicare and long-term care*Debt management, including mortgages and education financing*Insurance and investments from a life-planning perspective*Income tax legislation, cases, and rulings*Estate and trust planning strategies | |
| 6/25/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Tax Planning for Seniors (Webinar) (26WC-0341)26WC-0341 | *Income for seniors: retirement, earnings and investments*Tax Deductions: planning, bunching, strategies*Planning to help family members | |
| 8/20/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethical Intelligence: Global Case Studies and Standards (Webinar) (26WC-0138)26WC-0138 | *Ethical Responsibilities for CPAs*AICPA Code of Professional Conduct*PCAOB Independence & Ethics*Sarbanes--Oxley Act*Circular 230*Foreign Corrupt Practices Act*Whistleblower & Reporting Duties (incl. Dodd-Frank)*California State Board Ethics & Enforcement*Data Privacy & Confidentiality (CCPA/CPRA) | |
| 6/16/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Passive Activities and Rental Real Estate Income Tax Issues (Webinar) (26WC-0074)26WC-0074 | *Detailed coverage of the passive activity rules under IRC Section 469 (and related regulations), how the 3.8% net investment income tax under Section 1411 and qualified business income (QBI) deduction under Section 199A applies to rentals and passive activities, and what is a trade or business rental is under Section 162*How the PAL rules apply to rental real estate activities and investments in S corporations and partnerships*Definition of activity and the activity grouping and disclosure rules*Real estate professional exception to the PAL rules for investments in non-passive rentals*Special $25,000 loss allowance for rental real estate with active participation*Material participation safe harbor rules*Events that trigger suspended PALs*Limitations on tax credits generated by passive activities*Special rules that re-characterize passive income to non-passive income*What rentals are subject to self-employment tax under Section 1402 | Garverick Pat |
| 5/20/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Tax Planning for Sole Proprietors and Other Business Owners (Webinar) (26WC-0279)26WC-0279 | *An overview of the business-related tax changes in the One Big Beautiful Bill*Using the independent contractor rules and hobby loss rules to ensure the activity is a trade or business*Reviewing Schedule C deductions for travel, meals, transportation, employee fringe benefits, costs of goods sold, depreciation, and home offices*Maximizing the benefits from 1040 deductions for Keogh plans, Solo 401(k)s, Simplified Employee Pension (SEP) plans, and SIMPLE plans*Taking advantage of the self-employed health insurance deduction and the qualified business income (QBI) deduction*Avoiding the at-risk and passive activity loss limitations*Making the right business entity election*In-depth coverage of what advisers of sole proprietors and single-member limited-liability-company owners need to know | |
| 8/5/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Practical Accounting Update (Webinar) (26WC-0308)26WC-0308 | *New rules in the accounting arena*SQMS*NOCLAR rules*Cybersecurity*New Audit Standards | |
| 8/12/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Advanced Staff Tax Training: Individual (Webinar) (26WC-0276)26WC-0276 | *Taxation of investments*Reporting of business income and losses from pass-through entities including loss limitations*Non-income taxes that impact individual income tax returns*Retirement contributions and planning*Alternative Minimum Tax (ATM)*Social Security taxation*Charitable contribution planning with limitations | |
| 8/5/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Comprehensive FASB and AICPA Update for Tax Professionals (Webinar) (26WC-0233)26WC-0233 | *Broadly applicable ASU effective in 2025 and beyond*Significant recent SAS*Tax-basis financial statements | |
| 7/22/2026 | 10 a.m. - 5:30 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| Advanced Staff Tax Training: Individual (Webinar) (26WC-0277)26WC-0277 | *Taxation of investments*Reporting of business income and losses from pass-through entities including loss limitations*Non-income taxes that impact individual income tax returns*Retirement contributions and planning*Alternative Minimum Tax (ATM)*Social Security taxation*Charitable contribution planning with limitations | |
| 8/5/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Leases: ASC Topic 842 in Depth (Webinar) (26WC-0169)26WC-0169 | *FASB ASC 842, Leases*All recently released updates to ASC 842, Leases | |
| 6/23/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Clarifying Risk Assessment: SAS 145 and Beyond (Webinar) (26WC-0342)26WC-0342 | *Assessing the risk of material misstatement*Mandatory risk assessment procedures*Evaluating internal controls*Responding to risk assessment with appropriate audit procedures*Complying with revised and expanded documentation requirements | |
| 8/20/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| ChatGPT Deep-Dive Hands-on Bootcamp for CPAs (Webinar) (26WC-0198)26WC-0198 | *Getting started with ChatGPT*Tour of the ChatGPT app and how to use it*Variety of hands-on case study examples for accounting, finance and tax*Protecting your data privacy in ChatGPT*Advanced ChatGPT features review*Subscription plan options | |
| 6/26/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Tax Planning for Sole Proprietors and Other Business Owners (Webinar) (26WC-0102)26WC-0102 | *An overview of the business-related tax changes in the One Big Beautiful Bill*Using the independent contractor rules and hobby loss rules to ensure the activity is a trade or business*Reviewing Schedule C deductions for travel, meals, transportation, employee fringe benefits, costs of goods sold, depreciation, and home offices*Maximizing the benefits from 1040 deductions for Keogh plans, Solo 401(k)s, Simplified Employee Pension (SEP) plans, and SIMPLE plans*Taking advantage of the self-employed health insurance deduction and the qualified business income (QBI) deduction*Avoiding the at-risk and passive activity loss limitations*Making the right business entity election*In-depth coverage of what advisers of sole proprietors and single-member limited-liability-company owners need to know | |
| 5/28/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Divorce Concerns: Taxes, Valuation, Finances, Retirement and Obligations (Webinar) (26WC-0132)26WC-0132 | *Divorce and ongoing payment issues dealing with alimony and child support*Documents protecting a client going forward, including pre-nuptials, cohabitation agreements, post-nuptials and many others*Advanced income tax issues, including like-kind exchanges, filing status issues, credits and asset sales*Advanced retirement issues, including dissecting qualified, personal retirement, and nonqualified plans, QDROs, past and defunct plans, and using retirement assets to equalize assets*High-level valuation issues, including closely held business, stock redemptions, partnership redemptions and stock options | |
| 6/11/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Pension and Profit-Sharing Plan Strategies (Webinar) (26WC-0192)26WC-0192 | *Types of documents: advantages and disadvantages, where they fit and plan termination issues*Types of retirement plans*Plan selection and design*Contribution and deduction limits and timing*Reporting and disclosure: Form 5500 and participant communications*Legislative environment*In-plan Roth conversions | |
| 6/25/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| CANCELLED - ChatGPT for Tax: Updated Guide to Fast Accurate Tax Research (Webinar) (26SR-0004)26SR-0004 | * Evaluation of AI tools, including ChatGPT, Blue J, RIA CoCounsel, Bloomburg AI, and Grok.
*Integrating artificial intelligence with traditional tax research tools.
*Minimizing the risks of using AI.
*Quickly moving from AI to tax treatises and other traditional tax research tools.
*How to vary research techniques when a significant tax issue affects an important client.
*Increasing accuracy of answers using "verification" tools.
*Increasing speed of research using "toehold" strategies. | Koutelieris George White Greg |
| 5/20/2026 | 10 - 11:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New High-Net-Worth Clients: Income Tax Planning (Webinar) (26SR-0003)26SR-0003 | *Strategies for maximizing the date‑of‑death step‑up in basis.
*Tax‑loss harvesting and proactive loss‑management techniques.
*Qualified retirement plans and optimization strategies.
*Planning approaches to reduce required minimum distributions (RMDs).
*Real estate investing strategies for tax efficiency.
*Asset allocation across taxable, tax‑deferred and tax‑free accounts.
*Charitable giving structures and tax‑saving opportunities.
| White Greg Koutelieris George |
| 5/19/2026 | 10 - 11:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Foundations of Business Valuation (Livestream) (26SR-P049)26SR-P049 | *Business valuation purposes and intended users.
*Valuation standards and other requirements.
*Appraisal principles and approaches.
*Qualitative and quantitative valuation analysis.
*Discounts, premiums, and adjustments. | Stumphf Shawn M |
| 6/18/2026 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Preparing Individual Tax Returns for New Staff and Paraprofessionals (In-person) (26SR-0020)26SR-0020 | *Energy credits under the Inflation Reduction Act.
*Preparation of various Form 1040 returns and schedules with filled-in forms.
*Form 7203.
*Section 199A qualified business income including calculations and limitations.
*Security transactions from Form 1099-B through Form 8949 to Schedule D.
*Issues related to self-employed individuals.
*Schedule C deductions, including depreciation.
*Sale and exchange of property -- Form 4797, depreciation recapture and capital gains.
*Passive losses and real estate property.
*Itemized deductions --what's deductible and what's not.
*Interest deductions -- limitations and timing problems.
*IRS stance on substituting charitable contributions for taxes.
*Retirement contributions and education credits and deductions.
*Tax computations -- The Kiddie Tax, AMT, regular tax and tax credits.
*Impact of recent legislation and form changes on Form 1040. | Youngberg Suzanne |
| 1/13/2027 | 8:30 a.m. - 4:30 p.m. | Bloomington, MN | 8 CPE (8 tech, 0 non-tech) | |
| Minnesota Residency Update: Audit Trends and Frequently Asked Questions (Webinar) (26WM-0007)26WM-0007 | *Best practices for planning and documenting residency changes.
*Minnesota residency audit trends and enforcement priorities.
*Frequently asked questions related to residency changes and nonresident taxation.
*Practical guidance for responding to residency audits.
| Yevzelman Masha M |
| 6/11/2026 | 1 - 1:50 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Understanding the "Most Common" Form 990 Schedules: A, B & O (Webinar) (26WM-0010)26WM-0010 | *Benefits of public charity classification.
*Public support tests and common pitfalls.
*Preparation of Schedule B and related worksheets, including donor disclosure.
*Governance and public relations considerations.
*Board review and compliance expectations.
*Management company disclosure requirements. | Borenstein Eve R |
| 6/29/2026 | 1 - 3:15 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
| Tax Forms Boot Camp: LLCs, Partnerships and S Corporations (In-person) (26SR-0021)26SR-0021 | *Comparison of tax consequences, opportunities and pitfalls of partnerships, LLCs and S Corporations.
*Reporting requirements for Schedules K-2 and K-3.
*Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations.
*Special pass-through items and proper handling of income and expense.
*Tax treatment of distributions to shareholders, partners or members.
*Key formation, basis and taxable income issues for S Corporations, LLCs and partnerships.
*The transactional method for reporting partners’ capital accounts.
*K-1 filing changes. | Youngberg Suzanne |
| 1/14/2027 | 8:30 a.m. - 4:30 p.m. | Bloomington, MN | 8 CPE (8 tech, 0 non-tech) | |
| Staff Training: Semi-Senior (In-person) (26SR-0014)26SR-0014 | *Client communication and expectation management.
*Analytical procedures under SSARS and SAS guidance.
*Conducting small audits and assessing control and fraud risk.
*Review service requirements and
*Financial statement drafting, including footnotes.
*Key tax issues affecting small businesses. | Ferdinand Richard |
| 11/9/2026 | 8 a.m. - 4:30 p.m. | Bloomington, MN | 24 CPE (20.4 tech, 3.6 non-tech) | |
| What Were They Thinking? Why Good CPAs Go Bad (Webinar) (26WM-0005)26WM-0005 | *Ethical standards and rules governing CPA behavior.
*Analysis of ethical case studies in accounting and auditing.
*Causes and drivers of unethical or illegal conduct.
*Decision-making processes behind unethical behavior.
*Identification of appropriate ethical actions and alternatives.
| Schultz David A |
| 5/28/2026 | 10 - 11:40 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Staff Training: Basic (In-person) (26SR-0018)26SR-0018 | *Role of new staff and contributing to a total service approach.
*Audit objectives and when to apply transaction and balance testing.
*Accounting data analytics fundamentals.
*Working paper techniques and common documentation errors.
*Analytical procedures for identifying red flags and assess risk.
*Compilation and review basics, including levels of assurance.
*Tax recognition issues for small and mid-size clients.
*Auditing, reviewing accounts and evaluating evidence. | Davis Katie |
| 1/6/2027 | 8 a.m. - 4:30 p.m. | Bloomington, MN | 16 CPE (15 tech, 1 non-tech) | |
Featured
Current Issues in Accounting and Auditing: An Annual Update (In-person) (26SR-0009)26SR-0009 | *Recently issued and newly implemented Accounting Standards Updates, PCC updates and items on the FASB technical agenda.
*New ASUs covering derivatives and hedging, government grants, practical expedients and policy elections for credit losses under ASC 326.
*Results from FASB Stage 3 Post Implementation Review Report on Topic 842, recently issued SASs and other AICPA activity through SAS No. 149.
*Review of other important accounting and auditing practice matters. | Heap Marjorie H |
| 6/8/2026 | 8:30 a.m. - 12 p.m. | Bloomington, MN | 4 CPE (4 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (In-person) (26SR-ZS01)26SR-ZS01 | *Recent federal tax legislation including the One Big Beautiful Bill Act (OBBBA) and key provisions of recent tax bills.
*Digital asset and Form 1099 reporting developments including Forms 1099‑DA and 1099‑K.
*AI and other emerging issues affecting IRS enforcement and tax practice.
*Tax issues related to pass-through entity interest sales and application of the Net Investment Income Tax (NIIT).
*Tax implications for gig workers, including worker classification challenges, reporting responsibilities and the impact of the 2024 Department of Labor Final Rule on worker status
*Breaking tax legislation plus essential annual rates, inflation adjusted amounts and practice aids. | Wills Chris |
| 11/5/2026 | 8:30 a.m. - 4:30 p.m. | North Mankato, MN | 8 CPE (8 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (In-person) (26SR-ZD02)26SR-ZD02 | *Recent federal tax legislation including the One Big Beautiful Bill Act (OBBBA) and key provisions of recent tax bills.
*Digital asset and Form 1099 reporting developments including Forms 1099‑DA and 1099‑K.
*AI and other emerging issues affecting IRS enforcement and tax practice.
*Tax issues related to pass-through entity interest sales and application of the Net Investment Income Tax (NIIT).
*Tax implications for gig workers, including worker classification challenges, reporting responsibilities and the impact of the 2024 Department of Labor Final Rule on worker status
*Breaking tax legislation plus essential annual rates, inflation adjusted amounts and practice aids. | Newton Randy C. |
| 12/10/2026 | 8:30 a.m. - 4:30 p.m. | Duluth, MN | 8 CPE (8 tech, 0 non-tech) | |
| Monthly Tax Update with Ed Zollars: Mastering Section 168(n) & Notice 2026 16 -- Expensing an Entire Building in One Year (Webinar) (26WM-0002)26WM-0002 | *Qualification requirements and statutory timing windows under Section 168(n) and Notice 2026 16.
*Application of the Qualified Production Property (QPP) definition, including integral part and substantial transformation tests.
*Safe harbor rules for mixed use facilities, acquired property and facility improvements.
*Compliance, financial reporting impacts and Section 1245 recapture considerations.
| Zollars Edward K |
| 5/21/2026 | 10 - 11:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CANCELLED - Practical AI for Auditors: Real World Use Through Every Phase of the Audit (Webinar) (26WM-0016)26WM-0016 | *Overview of AI tools currently available for audit work.
*Real world AI use cases in audit planning, fieldwork and wrap up.
*Internal firm applications including upskilling staff and knowledge management.
*Responsible AI use, safeguards and risk considerations.
*Maintaining audit quality and professional judgement when using AI.
| Anderson Tyler A Schmidt Corey P |
| 5/20/2026 | 1 - 2:40 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Agentic AI for CPAs: Automate Workflows With Intelligence (Webinar) (26WM-P007)26WM-P007 | *Agentic AI concepts and terminology.
*Accounting, finance and tax use cases.
*Step-by-step creation of an AI agent.
*Introduction to Microsoft Copilot Studio agent builder.
*Developing an AI agent deployment strategy. | Higgins John H |
| 6/12/2026 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Monthly Tax Update with Ed Zollars - Bundle (Webinar) (26WM-0001)26WM-0001 | *Webinar 1: Mastering Section 168(n) & Notice 2026 16 -- Expensing an Entire Building in One Year -- May 21, 10-11:40 a.m.
*Webinar 2: Topic TBA -- June 22, 10-11:40 a.m.
*Webinar 3: Topic TBA -- July 22, 10-11:40 a.m. | Zollars Edward K |
| 5/21/2026 | 10 - 11:40 a.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| New Microsoft Copilot Deep Dive Hands-On Bootcamp for CPAs (Webinar) (26WM-P006)26WM-P006 | *Getting started with Microsoft Copilot.
*Tour of the Copilot interface.
*Protecting data privacy in Copilot.
*Advanced features and Microsoft 365 integrations. | Higgins John H |
| 5/19/2026 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Understanding the Form 990 and Its Preparation Prerequisites (Webinar) (26WM-0008)26WM-0008 | *Overview of the Form 990's structure, purpose and schedule design.
*Key factors that establish a related organization.
*Definitions affecting Part VII‑A including trustees, directors, officers, key employees and high‑compensation individuals.
*Core terms such as family relationships, business relationships, independence and 35% controlled entities which are central to both Core Form Part VI and Schedule L.
*Sequencing of preparation tasks and identifying internal data providers.
*Best practices for engaging the board in understanding the completed Form 990. | Borenstein Eve R |
| 6/22/2026 | 1 - 3:15 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
| New Self-Employment Tax for Partners in Partnerships (Webinar) (26SR-0011)26SR-0011 | *Self-employment tax treatment of LLC members.
*Application of self-employment tax to spouses of LLC members.
*Strategies to minimize self-employment tax for LLC members.
*Situations where members may benefit from paying self-employment tax.
*New cases on the application of self-employment tax to limited partners, including Sirius Solutions, LLLP and the definition of a "limited partner." | Koutelieris George White Greg |
| 6/18/2026 | 10 - 11:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Current Issues in Accounting and Auditing: An Annual Update (In-person) (26SR-ZD01)26SR-ZD01 | *Recently issued and newly implemented Accounting Standards Updates, PCC updates and items on the FASB technical agenda.
*New ASUs covering derivatives and hedging, government grants, practical expedients and policy elections for credit losses under ASC 326.
*Results from FASB Stage 3 Post Implementation Review Report on Topic 842, recently issued SASs and other AICPA activity through SAS No. 149.
*Review of other important accounting and auditing practice matters. | Heap Marjorie H |
| 6/22/2026 | 8:30 a.m. - 12 p.m. | Duluth, MN | 4 CPE (4 tech, 0 non-tech) | |
| Monthly Tax Update with Ed Zollars (Webinar) (26WM-0003)26WM-0003 | To be announced. | Zollars Edward K |
| 6/22/2026 | 10 - 11:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Ethical AI Practices for CPAs: Ensuring Responsible Use (Webinar) (26WM-P008)26WM-P008 | *Ethical implications of AI.
*Data privacy and security considerations.
*Compliance with regulations and professional standards.
*Risks of generative AI and mitigation strategies.
*Developing ethical AI policies and procedures. | Higgins John H |
| 6/17/2026 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Multistate Tax Trends: Interstate Insights and Regional Perspectives (Webinar) (26WM-0009)26WM-0009 | *Individual state SALT highlights
*Multistate tax trends impacting the Midwest region | Macik Tyler DeMolee Brittany Watson Stacy Kelley Brian Shelman Justin Kidney Dan Staats Keith Nunn Chelsea |
| 6/25/2026 | 8:30 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (In-person) (26SR-ZM01)26SR-ZM01 | *Recent federal tax legislation including the One Big Beautiful Bill Act (OBBBA) and key provisions of recent tax bills.
*Digital asset and Form 1099 reporting developments including Forms 1099‑DA and 1099‑K.
*AI and other emerging issues affecting IRS enforcement and tax practice.
*Tax issues related to pass-through entity interest sales and application of the Net Investment Income Tax (NIIT).
*Tax implications for gig workers, including worker classification challenges, reporting responsibilities and the impact of the 2024 Department of Labor Final Rule on worker status
*Breaking tax legislation plus essential annual rates, inflation adjusted amounts and practice aids. | Newton Randy C. |
| 12/8/2026 | 8:30 a.m. - 4:30 p.m. | Fergus Falls, MN | 8 CPE (8 tech, 0 non-tech) | |
| Understanding the "Most Common" Form 990 Schedules: A, B & O (Webinar) (26WM-0015)26WM-0015 | *Benefits of public charity classification.
*Public support tests and common pitfalls.
*Preparation of Schedule B and related worksheets, including donor disclosure.
*Governance and public relations considerations.
*Board review and compliance expectations.
*Management company disclosure requirements. | Borenstein Eve R |
| 9/29/2026 | 1 - 3:15 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
| Minnesota Tax Update (Webinar) (26WM-0011)26WM-0011 | *Overview of recent Minnesota tax developments.
*Legislative session overview. | Martin Christopher P |
| 6/30/2026 | 10 - 10:50 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Federal Tax Update: Individuals and Businesses (Webinar) (26SR-0019)26SR-0019 | *Important new tax cases.
*Legislative updates, including administrative guidance on the One Big Beautiful Bill Act (OBBBA).
*Common circumstances that result in S Corporation terminations, including how to fix mistakes.
*Developments in the partnership and S Corporation areas.
*New administrative releases such as revenue rulings, revenue procedures and notices. | White Greg Koutelieris George |
| 1/12/2027 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Federal Tax Update: Individuals (Form 1040) (Webinar) (26SR-0017)26SR-0017 | *Comprehensive review of individual income tax laws with emphasis on new legislative changes.
*Income tax provisions related to business activities including qualified business income (QBI), Section 461(l) business loss limitations and depreciation.
*Tax rates and calculations, including Income tax rates, capital gain rates, self-employment tax, alternative minimum tax (AMT) and 3.8% net investment income tax.
*Individual filing provisions, including filing status, exemptions, itemized deductions, income exclusions and adjustments, rental and passive activity rules and credits such as the child and dependent care credits.
*IRAs and required minimum distribution (RMD) regulations.
*Updates to Form 1040 and related schedules. | Garverick Pat |
| 12/16/2026 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Federal Tax Update: Individuals and Businesses (Webinar) (26SR-0015)26SR-0015 | *Important new tax cases.
*Legislative updates, including administrative guidance on the One Big Beautiful Bill Act (OBBBA).
*Common circumstances that result in S Corporation terminations, including how to fix mistakes.
*Developments in the partnership and S Corporation areas.
*New administrative releases such as revenue rulings, revenue procedures and notices.
| Koutelieris George White Greg |
| 12/3/2026 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Understanding the Form 990 and Its Preparation Prerequisites (Webinar) (26WM-0014)26WM-0014 | *Overview of the Form 990's structure, purpose and schedule design.
*Key factors that establish a related organization.
*Definitions affecting Part VII‑A including trustees, directors, officers, key employees and high‑compensation individuals.
*Core terms such as family relationships, business relationships, independence and 35% controlled entities which are central to both Core Form Part VI and Schedule L.
*Sequencing of preparation tasks and identifying internal data providers.
*Best practices for engaging the board in understanding the completed Form 990. | Borenstein Eve R |
| 9/22/2026 | 1 - 3:15 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
| New CANCELLED - Small Business Accounting, Audit and Attest Update (Webinar) (26SR-0016)26SR-0016 | Coming soon! | Heap Marjorie H |
| 12/9/2026 | 1 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Staff Training: Beginning-in-Charge (In-person) (26SR-0013)26SR-0013 | *Responsibilities of the in-charge and transition to leadership.
*Engagement planning techniques for improving audit efficiency.
*Materiality, risk assessment and fraud brainstorming.
*Practical ways AI can support accounting workflows.
*Use of management letters and client discussions to add value.
*Reviewing assistants’ work and effective supervision strategies. | Kennedy Bonnie |
| 8/10/2026 | 8 a.m. - 4:30 p.m. | Bloomington, MN | 24 CPE (19.8 tech, 4.2 non-tech) | |
| Evaluating Fraud Risk in a Financial Statement Audit (Webinar) (26SR-0012)26SR-0012 | *The current fraud landscape in the United States.
*Fraud risk procedures aligned with updated professional standards.
*Most common fraud schemes in small to mid sized organizations.
*Internal controls to prevent and detect fraud.
*Actions to take when fraud is identified or suspected.
*Case studies involving recent fraud events. | Heap Marjorie H |
| 12/9/2026 | 1 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Social Security and Medicare: Planning for You and Your Clients (In-person) (26SR-0008)26SR-0008 | *Legislative developments affecting Social Security and Medicare.
*Strategies for maximizing individual and joint Social Security benefits.
*Spousal benefits.
*Disability benefits.
*Timing considerations for claiming benefits at age 62, full retirement age and age 70.
*Coordinating Social Security with IRAs, pensions and required minimum distributions.
*Medicare coverage essentials and planning considerations for retirees.
*Medicare basics, including Part D prescription drug coverage and supplemental insurance options. | Smith Susan |
| 6/4/2026 | 8:30 a.m. - 4:30 p.m. | Bloomington, MN | 8 CPE (8 tech, 0 non-tech) | |
Featured
Ethics Trivia Showdown With Chuck Selcer (Webinar) (26WM-0006)26WM-0006 | *AICPA Code of Professional Conduct.*MN Board of Accountancy regulations.*Real world case studies of ethical failures.*Hypothetical scenarios. | Selcer Charles |
| 6/10/2026 | 10 - 11:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Crucial Real Estate Tax Strategies (Webinar) (26SR-0006)26SR-0006 | *Apportionment of purchase price.
*Bonus depreciation, Section 179 and de minimis expense for real estate.
*Partial disposition losses.
*Deducting removal costs.
*Depreciating property acquired in a like-kind exchange.
*Converting nondeductible interest expense into deductible interest expense.
*Section 199A for rental real estate.
*Self-employment tax for rental real estate (including Airbnb's).
*The "Augusta rule."
*Special rules that apply to real estate professionals and short-term rentals. | Koutelieris George White Greg |
| 6/2/2026 | 1 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Smarter Tax Services With Artificial Intelligence (AI) Tools (Webinar) (26WM-P009)26WM-P009 | *Overview of how AI works.
*Applications of AI in tax research, planning and compliance.
*Opportunities to expand client advisory services.
*Emerging and AI enhanced tax software tools.
*AI enabled 1040 source document collection tools.
*Use cases for ChatGPT and Microsoft Copilot in tax services. | Higgins John H |
| 6/19/2026 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Monthly Tax Update with Ed Zollars (Webinar) (26WM-0004)26WM-0004 | To be announced. | Zollars Edward K |
| 7/22/2026 | 10 - 11:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Essentials of Minnesota Sales and Use Tax (Webinar) (26SR-0023)26SR-0023 | *Computer software, including hosted, cloud and remote products.
*Real vs. personal property.
*Installation labor.
*Capital equipment.
*Tips for managing state tax audits.
*New goods and services subject to sales tax this year. | Zessman Thomas A |
| 10/21/2026 | 8:30 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| This Year's Best Income Tax, Estate Tax and Financial Planning Ideas (In-person) (26SR-0007)26SR-0007 | *New tax legislation and key provisions of The One Big Beautiful Bill Act (OBBBA).
*SECURE 2.0 Act and Inflation Reduction Act provisions affecting individuals.
*Estate tax exemption changes and related planning considerations.
*Virtual currency reporting, including new Form 1099-DA rules.
*Creative charitable and financial planning strategies including Donor Advised Funds.
*Insurance and benefit accounts, including HSAs and life insurance.
*New income tax and estate planning ideas reflect recent rulings and regulations. | Smith Susan |
| 6/3/2026 | 8:30 a.m. - 4:30 p.m. | Bloomington, MN | 8 CPE (8 tech, 0 non-tech) | |
| Current Issues in Accounting and Auditing: An Annual Update (In-person) (26SR-ZW01)26SR-ZW01 | *Recently issued and newly implemented Accounting Standards Updates, PCC updates and items on the FASB technical agenda.
*New ASUs covering derivatives and hedging, government grants, practical expedients and policy elections for credit losses under ASC 326.
*Results from FASB Stage 3 Post Implementation Review Report on Topic 842, recently issued SASs and other AICPA activity through SAS No. 149.
*Review of other important accounting and auditing practice matters. | Heap Marjorie H |
| 10/19/2026 | 8:30 a.m. - 12 p.m. | Willmar, MN | 4 CPE (4 tech, 0 non-tech) | |
| New Annual Update for Controllers and Finance Managers (Webinar) (26SR-0022)26SR-0022 | *Economic trends and business impacts.
*Operational efficiency and performance improvement.
*Technology tools that enhance financial processes.
*Cash management and working capital best practices.
*Talent development and retention strategies.
*Sustainability and corporate responsibility.
Prerequisites: Prior financial management experience. | Shamrock Steven |
| 9/29/2026 | 8:30 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Minnesota Estate Tax: Filing Rules, Planning Ideas and Form M706 (Webinar) (26WM-0013)26WM-0013 | *Qualified small business and farm property deduction -- what it is, who qualifies and how to report
*Prior year gifts made Minnesota's treatment of gifts and three-year add-back
*Calculations and examples (tangibles and intangibles) for Minnesota residents with non-Minnesota assets and vice versa
*Planning opportunities, before and after death, specific to Minnesota residents and Minnesota assets | Torseth Tara F |
| 8/4/2026 | 10 - 11:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Preparation, Compilation and Review Engagements: Update and Review (In-person) (26SR-0010)26SR-0010 | *Preparation, compilation and review guidance overview.
*Current accounting and reporting issues.
*Practice issues affecting SSARS engagements.
*Common peer review deficiencies.
*Standard-setting projects and future developments. | Heap Marjorie H |
| 6/8/2026 | 1 - 4:30 p.m. | Bloomington, MN | 4 CPE (4 tech, 0 non-tech) | |
| New Leading From the 50-Yard Line: Financial Strategy in a High-Stakes Industry (Webinar) (26WM-0017)26WM-0017 | *What it takes to be an effective leader in your organization.
*Financial leadership in the NFL and high-level professional sports.
*Managing organizational risk and accountability in highly visible environments.
*Budgeting, salary cap structures and financial oversight.
*Expanding leadership responsibilities beyond finance. | Smith Sam Shibilski Kate D Anderson Laura Maki Allison Smith Maureen |
| 8/18/2026 | 1 - 2:40 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Preparation, Compilation and Review Engagements: Update and Review (In-person) (26SR-ZD03)26SR-ZD03 | *Preparation, compilation and review guidance overview.
*Current accounting and reporting issues.
*Practice issues affecting SSARS engagements.
*Common peer review deficiencies.
*Standard-setting projects and future developments. | Heap Marjorie H |
| 6/22/2026 | 1 - 4:30 p.m. | Duluth, MN | 4 CPE (4 tech, 0 non-tech) | |
| Preparation, Compilation and Review Engagements: Update and Review (In-person) (26SR-ZW02)26SR-ZW02 | *Preparation, compilation and review guidance overview.
*Current accounting and reporting issues.
*Practice issues affecting SSARS engagements.
*Common peer review deficiencies.
*Standard-setting projects and future developments. | Heap Marjorie H |
| 10/19/2026 | 1 - 4:30 p.m. | Willmar, MN | 4 CPE (4 tech, 0 non-tech) | |
| K2's Nonprofit Technology Conference (Virtual) (26CF-K2NP)26CF-K2NP | *Where the Cloud belongs in your technology plan*Creating a technology plan and comparing platforms*What AI and automation tools can do and where these tools struggle*Cybercrime, data breaches and AI-enabled fraud*Data manipulation features in Excel*New Excel features to enhance efficiency | Tankersley Brian F Stephens Tommy G Johnston Randolph P Yoss Stephen M |
| 6/15/2026 | 9:30 a.m. - 5 p.m. | Online | 8 CPE (see agenda) | |
| K2's New Technology Innovations Conference (Virtual) (26CF-K2NT)26CF-K2NT | *Open-source and/or free apps, services and websites available today*Cybersecurity and AI governance*AI, Cloud and Automation trends*Practical AI tools and applications*Measuring results and ROIs from AI adoption*Synthetic data*Quantum computing | Yoss Stephen M Johnston Randolph P Tankersley Brian F McClelland Lawrence A. |
| 6/29/2026 | 9:30 a.m. - 5 p.m. | Online | 8 CPE (see agenda) | |
| K2's Government Accounting Technology Conference (Virtual) (26CF-K2GV)26CF-K2GV | *Automation tools and why you should use them*How automating routine tasks can improve efficiency and accuracy*Financial fraud and embezzlement case studies*Cybercrime and cybersecurity*Creating effective dashboards*Integration Platform as a Service (iPaaS) foundations*Practical automation with AI | Tankersley Brian F Yoss Stephen M McClelland Lawrence A. Johnston Randolph P |
| 8/24/2026 | 9:30 a.m. - 5 p.m. | Online | 8 CPE (see agenda) | |
| MNCPA Tax Conference (TAX26) (26CF-TAXC)26CF-TAXC | | |
| 11/16/2026 | 8 a.m. - 5 p.m. | Minneapolis, MN and Online | 16 CPE (see agenda) | |
| K2's Artificial Intelligence Conference (Virtual) (26CF-K2AI)26CF-K2AI | *Practical AI tools and applications in accounting and finance*Implementation strategies and ethical considerations*Customizing AI subscriptions*Querying data from AI platforms*Integration Platform as a Service (iPaaS) foundations*Practical business automation*Cybersecurity | Tankersley Brian F Stephens Tommy G Yoss Stephen M Johnston Randolph P |
| 11/6/2026 | 9:30 a.m. - 5 p.m. | Online | 8 CPE (see agenda) | |
| MNCPA TAX26 Young Professionals Track (In-Person) (26CF-TAXY)26CF-TAXY | | |
| 11/16/2026 | 8 a.m. - 5 p.m. | Minneapolis, MN | 16 CPE (see agenda) | |
| MNCPA Audits of Lawful Gambling Conference (Virtual) (26CF-GAMB)26CF-GAMB | | |
| 9/24/2026 | 8 a.m. - 12:30 p.m. | Online | 4 CPE (see agenda) | |
| MNCPA Audits of Local Governments Conference (Virtual) (26CF-GOVT)26CF-GOVT | | |
| 10/26/2026 | 8 a.m. - 4:30 p.m. | Online | 8 CPE (see agenda) | |
| MNCPA Not-for-Profit Conference (26CF-NFPR)26CF-NFPR | | |
| 10/29/2026 | 8 a.m. - 4:30 p.m. | Bloomington, MN and Online | 8 CPE (see agenda) | |
| Professional Ethics: The American Institute of Certified Public Accountants' Comprehensive Course for Licensure (Self-Study) (26SI-0001)26SI-0001 | *AICPA Code of Professional Conduct and its conceptual framework
*Ethics and independence rules from the AICPA and other regulators, including the U.S. government
*Activities that discredit the profession
*Ethics interpretations issued by the AICPA Professional Ethics Executive Committee (PEEC)
*Non-compliance with laws and regulations (NOCLAR)
*AICPA Statements on Standards for Tax Services (SSTSs)
*U.S. Treasury Department’s Circular No. 230
*Internal Revenue Service (IRS) penalty provisions | |
| Self-Study | | On-Demand | 8.5 CPE (8.5 tech, 0 non-tech) | 8.5 Ethics |
| Case Studies in Business Valuations (In-person) (26SR-0024)26SR-0024 | Coming soon! | Stumphf Shawn M |
| 11/6/2026 | 8:30 a.m. - 4:30 p.m. | Bloomington, MN | 8 CPE (8 tech, 0 non-tech) | |
| Foundations of Business Valuation (In-person) (26SR-P048)26SR-P048 | *Business valuation purposes and intended users.
*Valuation standards and other requirements.
*Appraisal principles and approaches.
*Qualitative and quantitative valuation analysis.
*Discounts, premiums, and adjustments. | Stumphf Shawn M |
| 6/18/2026 | 8:30 a.m. - 4:30 p.m. | Fargo, ND | 8 CPE (8 tech, 0 non-tech) | |
| Case Studies in Business Valuations (Livestream) (26SR-0025)26SR-0025 | Coming soon! | Stumphf Shawn M |
| 11/6/2026 | 8:30 a.m. - 4:30 p.m. | , | 8 CPE (8 tech, 0 non-tech) | |
| Accountants and Malpractice; Can We Get Sued for This? (Self-Study) (26SX-0001)26SX-0001 | *How accountant liability is a very real threat in today's litigious society.*A discussion of scenarios in which accounting professionals can find themselves inadvertently involved in a lawsuit.*Pitfalls in which the accountant may find him- or her- self while dealing with clients.*Real-life examples from the speaker's extensive experience as a practitioner and as an expert witness in accounting malpractice cases. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Adobe Acrobat Tips for Working With PDF Files (Self-Study) (26SX-0002)26SX-0002 | *Review of all that Adobe Acrobat has to offer.*Organizing your PDFs with bookmarks, links, file attachments and more.*Formatting the presentation of PDFs with headers, footers and watermarks.*Creating and processing fillable forms.*Processing documents for e-signature.*Tips for converting email messages, documents and spreadsheets into PDF format.*Combining multiple PDF files into a single binder.*Utilizing the security features of Adobe Acrobat to protect document confidentiality. | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Advanced ChatGPT for Accountants (Self-Study) (26SX-0003)26SX-0003 | *Identify the fundamental features and functionalities of ChatGPT in an accounting context.*Apply Custom Instructions to tailor ChatGPT's responses for specific financial scenarios.*Analyze financial statements, news releases, and other relevant data using ChatGPT.*Explore and identify business opportunities using hyper-local and sectoral analysis techniques.*Utilize Advanced Data Analysis for financial comparisons, and capital project evaluations.*Evaluate assets, space, and user interfaces using image analysis with ChatGPT.*Implement voice interaction with ChatGPT to enhance user experience and accessibility in financial tasks. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Advanced Excel for Staff: Build Reports and Analyze Data (Self-Study) (26SX-0004)26SX-0004 | *Building Reports Workflow: Understand the steps for creating professional and functional reports.*Gather and Organize Data: Learn best practices for compiling and cleaning data for accurate analysis.*Set Calculations and Key Metrics: Apply formulas and functions to calculate meaningful insights.*Format and Structure Report: Use formatting tools to create visually appealing and structured reports.*Review and Validate: Verify data accuracy and troubleshoot potential errors.*Share the Report: Learn methods for distributing reports effectively within your organization. | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| AI and Accounting in Construction (Self-Study) (26SX-0005)26SX-0005 | *Overview of AI adoption in construction.*Predictive analytics and risk management.*AI-integrated Building Information Modeling (BIM).*Real-time compliance and financial reporting.*Taxation challenges in AI-driven construction.*AI in project scheduling, supply chains, and quality control.*Regulatory frameworks and ethical AI use in audits. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| AI and Accounting in Manufacturing (Self-Study) (26SX-0006)26SX-0006 | *Intelligent automation and dark factories.*Predictive maintenance and real-time cost tracking.*AI-enabled financial reporting and dashboards.*Continuous auditing and anomaly detection.*Tax compliance automation and transfer pricing AI.*Data governance and cybersecurity in financial systems.*Workforce reskilling and AI-augmented financial roles. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| AI and Accounting in Retail (Self-Study) (26SX-0007)26SX-0007 | *AI-powered personalization and its impact on revenue recognition.*Dynamic pricing models and tax compliance risks.*AI in demand forecasting, inventory valuation, and COGS calculations.*Integration challenges with ERP and POS systems.*Governance, ethics, and auditability of AI decisions.*Data quality, audit trails, and regulatory documentation.*AI-assisted fraud detection, financial controls, and oversight. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Al Capone to Cybercrime: The Journey of IRS Special Agents (Self-Study) (26SX-0008)26SX-0008 | *Introduction to IRS Criminal Investigation (CI): Overview of its mission, role, and significance in maintaining tax compliance.*Historical Evolution: From its inception in 1919 to its current role, highlighting key milestones and notable cases.*Investigative Techniques and Tools: Detailed look at the methods and technologies used by CI agents to uncover financial crimes.*Importance of IRS CI: Discussion on the impact of CI's work on tax compliance, public confidence, and the broader financial system.*Training of CI Agents: Insight into the rigorous training programs at FLETC and ongoing professional development.*Process of Investigations: Step-by-step breakdown of how tax fraud and money laundering cases are initiated, investigated, and prosecuted. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| An Ethical Approach to Mental Health Issues at Work (Self-Study) (26SX-0009)26SX-0009 | *Virtue ethics and mental health.*Definition, myths and bias of mental health.*Suicide: facts and resources.*Recognizing signs of potential mental health challenges.*Empathy and listening.*Mental health and generational expectations.*Becoming a mental health ally. | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| An Exhaustive Look at Fraud and Ways to Control It (Part 1) (Self-Study) (26SX-0010)26SX-0010 | *Fraudulent acts initiated from outside organizations.*Why internal fraud occurs.*The importance of fighting cyber-fraud.*Steps that verify anti-fraud activities are working. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| An Exhaustive Look at Fraud and Ways to Control It (Part 2) (Self-Study) (26SX-0011)26SX-0011 | *Fraudulent acts initiated from outside organizations.*Why internal fraud occurs.*The importance of fighting cyber-fraud.*Steps that verify anti-fraud activities are working. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Beyond the Basics: Financial Ratios You Might Be Overlooking (Self-Study) (26SX-0012)26SX-0012 | *Understanding cost behavior and its impact on decision-making.*Contribution margin and break-even analysis.*Margin of safety and its role in risk management.*Operating leverage and financial sensitivity.*Analyzing asset turnover for operational efficiency.*Cash conversion cycle and working capital insights.*Free cash flow yield as a valuation tool. | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Build Better Budgets: Fundamental Techniques (Self-Study) (26SX-0013)26SX-0013 | *Advantages of budgeting.*The role of budgeting.*Master budgeting.*Flexible budgeting.*Standards and variances.*Capital budgeting. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Building Security/Efficiency via Internal Control (Part 1) (Self-Study) (26SX-0014)26SX-0014 | *An overview of control frameworks and concepts.*Strategic considerations that can be incorporated into control development.*Understanding and controlling risk that arises when organizations change or choose not to.*The COSO Internal Control Framework and the COSO ERM Framework. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Building Security/Efficiency via Internal Control (Part 2) (Self-Study) (26SX-0015)26SX-0015 | *An overview of control frameworks and concepts.*Strategic considerations that can be incorporated into control development.*Understanding and controlling risk that arises when organizations change or choose not to.*The COSO Internal Control Framework and the COSO ERM Framework. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| CFO and Controller Critical Skills: Budgeting and Forecasting (Self-Study) (26SX-0016)26SX-0016 | *Overview of budgeting tools.*Overview of difference between budgeting and forecasting.*Examples of various budgeting and forecasting techniques. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| CFO Solutions to IRS Problems (Self-Study) (26SX-0017)26SX-0017 | *The authority of IRS in assessing and collecting taxes.*The common misconceptions when dealing with IRS.*Common questionable actions by business owners.*How to prepare for an IRS audit.*The seven options in IRS collections.*Possible criminal tax violations by CFOs and small business owners. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| ChatGPT for Accountants: 50+ Use Cases (Self-Study) (26SX-0018)26SX-0018 | *Introduction to ChatGPT and artificial intelligence chatbot technologies.*Automating frequently asked questions and the onboarding process.*Verifying and reviewing financial records.*Providing real-time support to clients.*Generating financial reports.*Automating tax return preparation and financial planning.*Providing guidance on financial decision making. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Compilation, Preparation and Review Basics and Peer Reviews (Self-Study) (26SX-0019)26SX-0019 | *Basic requirements included in AR-C Section 60, General Principles; AR-C Section 70, Preparation of Financial Statements; AR-C Section 80, Compilation Engagements; and AR-C Section 90, Review of Financial Statements.*New requirements included in SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions.*Common peer review findings.*Practice tips for high-quality engagements. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Complete Guide to Analyze Data With Excel PivotTables (Self-Study) (26SX-0020)26SX-0020 | *Introduction to PivotTables: Gain a solid understanding of what PivotTables are, their benefits in Excel, and how to prepare your data for creating effective PivotTables.*Creating and Customizing PivotTables: Learn step-by-step how to build and format PivotTables, including filtering, sorting, and customizing layouts for optimal data analysis.*Focus on Using PivotTables to Analyze Data: Explore techniques to summarize, group, and compare data with PivotTables, uncovering trends and insights for better decision-making.*Advanced PivotTable Features: Discover advanced tools such as slicers, timelines, and using PowerPivot for deeper analytical capabilities.*Data Visualization with PivotCharts: Learn to create PivotCharts from your PivotTables and customize them to visually present data insights effectively to stakeholders. | |
| Self-Study | | On-Demand | 4 CPE (0 tech, 4 non-tech) | |
| Controls to Secure a Growing Digital Footprint (Self-Study) (26SX-0021)26SX-0021 | *Securing individual documents.*Protecting information resident in the Cloud.*Securing data stored on or accessed by mobile devices. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Coping With the Growth of Online Fraud (Self-Study) (26SX-0022)26SX-0022 | *The actuation of online and other cyber frauds.*Fraudulent acts that are initiated electronically.*Automated and employee driven methods that can reduce cyber-fraud risk. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Corporate Transparency Act Developments (Self-Study) (26SX-0023)26SX-0023 | *Background of the Corporate Transparency Act.*Beneficial Ownership Information Reporting (BOIR) Rule.*Entities required to report.*Reporting requirements imposed by the CTA.*Due dates of reports.*Information needed to satisfy the BOIR.*Impact of failure to report.*How to submit a report.*Court rulings on CTA's unconstitutionality.*Implications to entities as a result of the ruling in NSB.*Potential reporting requirements due to FinCen's proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| CPA to CFO: Essential Competencies for Finance Leaders (Self-Study) (26SX-0024)26SX-0024 | *Top competencies hiring executives seek in CFO candidates based on survey of 320+ CEOs and recruiters.*Critical thinking frameworks and strategy creation techniques for financial leadership.*Forward-looking financial skills including capital management, forecasting, and funding strategies.*Industry-specific requirements for high-growth companies and nonprofit organizations.*Practical career development strategies to build CFO-ready competencies. | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Criminal Tax: How CPAs Bring Value to Defense Attorneys (Self-Study) (26SX-0025)26SX-0025 | *The common weaknesses in a criminal tax investigation.*The key documents to review (in a sea of thousands of documents).*Crafting questions to recommend in court proceeding. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Erase the Mark: Best Practices in Penalty Abatement (Self-Study) (26SX-0026)26SX-0026 | *The authority of the IRS in assessing tax penalties.*The types of penalties that can be removed.*The process the IRS uses to evaluate penalty abatements.*How to request penalty abatements.*Best practices in asking for penalty abatement, including using appeals. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Ethical Performance Management (Self-Study) (26SX-0027)26SX-0027 | *Definition and benefits of ethical performance management.*Setting standards/goal setting.*Preparing and conducting the appraisal interview.*Legal considerations in performance management.*Avoiding rater bias.*Feedback and coaching. | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Ethics and Technology for CPAs (Self-Study) (26SX-0028)26SX-0028 | *The foundational ethical principles CPAs are required to follow and how these principles apply to audit quality, data privacy and security, and the use of emerging technologies.*The profession's need to change to meet its ethics standard in a technology-centric environment.*Changes being considered by the AICPA and the National Association of State Boards of Accountancy that could impact the profession. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Ethics Based Leadership for Women (Self-Study) (26SX-0029)26SX-0029 | *Virtue ethics and leadership.*Challenges to leadership for women.*Self-awareness and defeating internal messages.*Imposter syndrome.*Speaking my truth, finding my voice.*Giving and receiving feedback.*Raise your hand, stand up and sit down. | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Ethics, Tax Practice and Understanding Circular 230 (Self-Study) (26SX-0030)26SX-0030 | *Importance of ethics in tax practice.*Overview of Circular 230 and its application to tax practitioners.*Common ethical violations and penalties.*Procedures to promote compliance with ethical standards.*Real-life scenarios illustrating ethical decision-making in tax preparation.*Circular 230 provisions related to tax return preparation and representation.*Best practices for maintaining professional integrity and compliance. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Ethics: 10 Crucial Qualities of High-Character CPAs (Self-Study) (26SX-0031)26SX-0031 | *Discover why the ten crucial qualities of high-character CPAs are essential to your success.*Learn how to evaluate these qualities in job candidates and why you must do so. | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Exploring Internal Controls: That Could Have Prevented Frauds (Self-Study) (26SX-0032)26SX-0032 | *Examination of actual frauds.*Discussion of internal controls that could have prevented the frauds.*Contemplation of epiphanies for your own professional scenarios. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Federal Tax Updates for Individuals Part 1 (Self-Study) (26SX-0033)26SX-0033 | *Current tax issues affecting individual taxpayers.*Review of recent tax legislation.*Other issues affecting the profession, including IRS procedure, current cases, and other federal tax issues. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Federal Tax Updates for Individuals Part 2 (Self-Study) (26SX-0034)26SX-0034 | *Current tax issues affecting individual taxpayers.*Review of recent tax legislation.*Other issues affecting the profession, including IRS procedure, current cases, and other federal tax issues. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Finding Errors in Excel Spreadsheets (Self-Study) (26SX-0035)26SX-0035 | *Understanding Common Excel Errors: Gain insights into the most common types of errors encountered in Excel, including formula errors, reference errors, and logic errors.*Advanced Formulas and Functions: Learn to use advanced Excel functions and formulas that are crucial for error detection and data analysis.*Data Validation Techniques: Master the art of data validation to prevent errors before they occur. This includes setting up data validation rules and using conditional formatting to highlight potential inaccuracies.*Error Tracing and Auditing Tools: Delve into Excel's auditing tools to trace and fix errors. Learn to use Trace Precedents, Trace Dependents, and the Error Checking tool effectively. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Forensic Accounting: Crafting Expert Reports (Self-Study) (26SX-0036)26SX-0036 | *Introduction to Forensic Accounting:Â Gain an understanding of the fundamentals, roles, and responsibilities of forensic accountants in uncovering financial discrepancies, fraud, and economic damages.*Maintain Ethical Integrity:Â Learn the importance of ethics in forensic accounting and strategies for ethical decision-making.*Expert Report Preparation:Â Learn the essential components, best practices, and common pitfalls in writing clear, concise, and objective expert reports for legal proceedings.*Investigation Report Writing:Â Explore the methodologies for conducting investigations, gathering evidence, and crafting thorough and accurate investigation reports.*Economic Damages Writing:Â Understand the methodologies and best practices for calculating economic damages, including lost profits, business valuation, and other financial impacts.*Reviewing Investigation Reports and Economic Damages:Â Analyze real-world examples to review and critique investigation reports and damage calculations, highlighting key insights and lessons learned. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Forensic Accounting: Investigating Divorce Cases (Self-Study) (26SX-0037)26SX-0037 | *The role of a forensic accountant in divorce proceedings.*The marketing of forensic accounting services to family law attorneys.*How to conduct a financial investigation.*Common areas to uncover hidden assets or income.*The basic calculations in evaluating marital assets.*Testifying in depositions and divorce court. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Fraud & Embezzlement: Case Studies from the Trenches (Self-Study) (26SX-0038)26SX-0038 | *How organizations can find themselves defrauded due to lax oversight and weak internal controls.*How the existence of the "trusted advisor" creates situations where CPAs can drop their professional skepticism.*illustrations of the issues companies should look for in preventing fraud and embezzlement. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Fundamentals of Form 1040: Business (Self-Study) (26SX-0039)26SX-0039 | *Self-employment and business income taxation (Schedule C, self-employment tax, business deductions).*Reporting income from pass-through entities (Schedule E, Schedule K-1, Shareholder stock and debt basis on Form 7203).*Application of Form 7217 for capital construction funds.*Best practices for self-employed clients and small business owners.*Key deductions and credits for business owners.*Avoiding common IRS audit triggers related to business income reporting.*Legislative updates impacting business income taxation in the current year. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Fundamentals of Form 1040: Individual (Self-Study) (26SX-0040)26SX-0040 | *Form 1040 essentials: filing requirements, due dates, and key schedules.*Filing status, dependency rules, and taxable income sources (wages, investment income).*Adjustments to income, deductions and tax credits (standard vs. itemized deductions, EITC, Child Tax Credit, Education Credits).*Preparer due diligence, Circular 230 compliance and taxpayer rights.*IRS cybersecurity considerations and best practices for taxpayer data security.*Legislative updates. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| How AI Fits into the Accounting World (Self-Study) (26SX-0041)26SX-0041 | *An overview of AI constructs.*How artificial intelligence is being used by accountants today.*Accounting-centric AI developments on the horizon. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| How AI Is Automating Internal Control (Self-Study) (26SX-0042)26SX-0042 | *An explanation of Artificial Intelligence (AI).*Specific ways AI is replacing human cognition.*What is on the internal control horizon related to AI and other technologies. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| How Changes in Business Methods Affects Internal Control (Part 1) (Self-Study) (26SX-0043)26SX-0043 | *Recognize changes that are occurring because of AI.*Recall specific control types that have changed.*Identify ways AI will strengthen controls. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| How Changes in Business Methods Affects Internal Control (Part 2) (Self-Study) (26SX-0044)26SX-0044 | *How is business changing.*What is driving the change and how long will it last.*How specifically is an organizations control system important.*What steps are needed to "keep up" with the upheaval. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| How Fraud Can Affect Smaller Organizations (Self-Study) (26SX-0045)26SX-0045 | *The reasons for fraud.*Fraudulent acts that are initiated against smaller organizations.*Methods to stop fraud attempts against small businesses. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Implementing and Maintaining an Internal Controls System (Part 1) (Self-Study) (26SX-0046)26SX-0046 | *Control creation and implementation basics.*Implementation and update procedures for an Internal Control system.*Maintaining existing internal controls. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Implementing and Maintaining an Internal Controls System (Part 2) (Self-Study) (26SX-0047)26SX-0047 | *Control creation and implementation basics.*Implementation and update procedures for an Internal Control system.*Maintaining existing internal controls. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Improve Spreadsheets by Building Controls in Excel (Self-Study) (26SX-0048)26SX-0048 | *Learn best practices when designing your spreadsheets.*How to create a proper worksheet structure.*Learn to use Excel's built in features to find errors.*How to create your custom controls to prevent and find errors.*Using links to quickly move to controls.*Using Conditional Formatting to highlight errors. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Internal Control Changes for Remote Workers (Self-Study) (26SX-0049)26SX-0049 | *The benefits and pitfalls of remote employees.*How to maximize the value provided by distance workers.*Policies, procedures, and control measures designed for a more geographically dispersed workforce. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| IRS Penalties and Abatements (Self-Study) (26SX-0050)26SX-0050 | *Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penalties.*Rules on waiver of penalties and interests.*Various forms and procedures for requesting relief.*First Time Abatement: Requirements and procedures.*How an individual taxpayer qualifies for Reasonable Cause abatement.*Procedures for requesting refund of paid penalties.*Available administrative options. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Mastering Partnership Basis: Inside and Outside Basis (Self-Study) (26SX-0051)26SX-0051 | *Explain the use of both "inside" and "outside" basis determination.*How to calculate tax basis capital accounts, including when the entity is formed, including the impact of contributed property.*Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis.*Explanation of how basis is impacted distributions and by sale and/or liquidation of the partnership interest.*Comprehensive example to illustrate the mechanics of the basis determination process. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Mastering the Art of Conflict: CPA Transformative Strategies (Self-Study) (26SX-0052)26SX-0052 | *Common conflicts CPAs face.*The impacts of having/not having crucial conversations.*Learn your conflict style and how to elevate your conflict capabilities.*Identifying conflict triggers.*Best practices using an integrated approach from Crucial Conversations, Fierce Conversations, and Leading with Questions.*Interviews from CPAs and real-life scenarios they faced and what crucial conversation approaches they used. | |
| Self-Study | | On-Demand | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| Mastering the Excel Lookup Functions (Self-Study) (26SX-0053)26SX-0053 | *A review of the various lookup functions, beyond VLOOKUP.*Learn which lookup works best for your situation.*How to apply the many lookup functions.*Discover advanced lookup techniques like nested lookups, approximate matching, and handling errors effectively.*An in-depth review of the following functions:*VLOOKUP / HLOOKUP.*XLOOKUP.*MATCH / INDEX.*XMATCH.*INDIRECT.*FILTER.*SORT / SORTBY.*UNIQUE.*An overview of some newer functions. | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Navigating IRS Authorizations: Form 2848 and Form 8821 (Self-Study) (26SX-0054)26SX-0054 | *Overview of IRS Power of Attorney (POA) rules.*Form 2848: Authority to Represent Clients before the IRS.*Form 8821: Accessing Tax Information Without Representation.*Identifying errors and compliance risks in POA filings.*Rules for revoking or updating POA authorizations.*Managing authorizations through the CAF system.*Electronic submissions and the IRS online authorization process.*Ethical responsibilities when holding a POA. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Navigating IRS Correspondence: Responding to IRS Letters (Self-Study) (26SX-0055)26SX-0055 | *Types of IRS letters: General notices, audits, collections, return requests, and errors.*Deadlines for responding to IRS correspondence.*Communication best practices for dealing with the IRS.*Avoiding escalation and penalties through proactive responses.*Ensuring compliance when addressing IRS correspondence.*Real-world examples of successful IRS communications.*Common pitfalls in handling IRS letters and how to avoid them.*Strategies for advising clients on IRS correspondence. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Operations Level Internal Control (Self-Study) (26SX-0056)26SX-0056 | *An overview of controls that drive procedures.*Considerations for procedural control development.*Understanding and controlling risk that arises when organizations change. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Overcoming Tech Adoption Challenges in CPA Firms (Self-Study) (26SX-0057)26SX-0057 | *Five critical technology adoption challenges facing CPA firms today.*Digital maturity assessment models and implementation frameworks.*AI integration strategies for tax, audit, and advisory services.*Cybersecurity considerations and risk management protocols.*Case studies of successful technology transformations in accounting firms. | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Retaining Top Talent: Strategies for CPA Firms (Self-Study) (26SX-0058)26SX-0058 | *The true cost of turnover versus retention investment.*Research findings on why professionals leave or stay.*Whole-person retention strategies beyond compensation.*Work-life balance solutions that maintain productivity.*Career development paths for non-partner track professionals.*Business model transformations for sustainable staffing.*Technology and outsourcing strategies to reduce burnout.*Retention strategies specific to diverse talent and younger professionals. | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| S Corporations: Comprehensive Walk Through of Form 1120S Part 1 (Self-Study) (26SX-0059)26SX-0059 | *Subchapter S status election and compliance requirements.*Relief for late Form 2553 filings under Rev. Proc. 2022-19.*Comparison of Rev. Proc. 2022-19 and Rev. Proc. 2023-3.*I.R.C. Section 1361 and Section 1362 analysis for S Corporation elections.*Corporate governance and formalities compliance.*Shareholder stock and debt basis rules.*Built-in capital gains and other aspects of Form 1120S.*Schedules K-1, K-2, and K-3 preparation and reporting requirements.*Officer reasonable compensation: requirements, advisory strategies, and audit defenses.*S Corporation eligibility errors and corrective measures. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| S Corporations: Comprehensive Walk Through of Form 1120S Part 2 (Self-Study) (26SX-0060)26SX-0060 | *Subchapter S status election and compliance requirements.*Relief for late Form 2553 filings under Rev. Proc. 2022-19.*Comparison of Rev. Proc. 2022-19 and Rev. Proc. 2023-3.*I.R.C. Section 1361 and Section 1362 analysis for S Corporation elections.*Corporate governance and formalities compliance.*Shareholder stock and debt basis rules.*Built-in capital gains and other aspects of Form 1120S.*Schedules K-1, K-2, and K-3 preparation and reporting requirements.*Officer reasonable compensation: requirements, advisory strategies, and audit defenses.*S Corporation eligibility errors and corrective measures. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| SEC Case Studies: Ethical Dilemmas in Finance and Accounting (Self-Study) (26SX-0061)26SX-0061 | *Introduction to ethics and ethical dilemmas.*Ethical codes and professional standards.*Fraud and the fraud triangle.*Ethical decision-making models.*Financial statement manipulation tactics.*Cash flow and key metrics misrepresentations. | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Seeing Beyond the Numbers: Analysis for CFOs and Controllers (Self-Study) (26SX-0062)26SX-0062 | *Purpose of financial statement analysis.*Comparing actuals vs. expectations & benchmarking.*Case studies 1 & 2.*Ratio analysis.*Case study 3.*Analysis of statement of cash flows.*Case studies 4 & 5.*Other uses of ratios. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Shortcuts That Excel Users Love (Self-Study) (26SX-0063)26SX-0063 | *The power of keyboard shortcuts.*Oft used features with more capability than meets the eye.*New helpful features. | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Steps to Stop External Fraud (Self-Study) (26SX-0064)26SX-0064 | *Types of external fraud.*Considerations as organizations work to reduce fraud risk.*External fraud and known parties/External fraud unknown perpetrators. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Tax Update: H.R. 1 "One Big Beautiful Bill" and Form 1040 (Self-Study) (26SX-0065)26SX-0065 | *Individual Taxation: Child tax credit expansion, tip/overtime exclusions, SALT cap extension.*Income & Adjustments: Tip income exclusion, overtime relief, educator expenses.*Business Taxation: Bonus depreciation, Section 199A expansion, interest deduction limits.*Estate & Gift Tax: Increased exemption thresholds, charitable deduction changes.*Education Incentives: Student loan discharge, 529 plan expansion, new "Trump Accounts".*Compliance & Reporting: 1099-K threshold changes. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| The 10 Must Know Excel Features (Self-Study) (26SX-0066)26SX-0066 | *Excel Tables: Master the use of Excel tables for efficient data management, including sorting, filtering, and structured references, to manage data more effectively.*Custom Sorting: Get to grips with custom sorting options to organize data in a way that best suits your needs, enhancing data readability and analysis.*XLOOKUP: Discover the power of XLOOKUP for advanced data retrieval, a game-changer for complex analysis, allowing you to extract specific data from extensive datasets with ease.*SUBTOTAL: Gain proficiency in using the SUBTOTAL function, a versatile tool for calculating data in visible cells, ideal for analyses that require dynamic calculations.*SUMIF(S): Explore the functionality of SUMIF and SUMIFS functions for conditional summing, crucial for precise budgeting, expense tracking, and financial reporting.*Array Formulas: Dive into array formulas to perform multiple calculations on one or more items in an array, enhancing the efficiency of complex accounting computations.*Data Validations: Learn to implement data validations to ensure data integrity and prevent errors in financial data entry, a critical skill for maintaining accurate accounting records.*Slicers: Learn to use slicers for interactive data segmentation in tables and PivotTables, enabling accountants to quickly filter and analyze specific subsets of financial data.*Conditional Formatting: Understand how to apply conditional formatting to highlight critical financial data points, trends, and variances, making data analysis and interpretation more intuitive.*PivotTables: An introduction to PivotTables, one of the most powerful Excel features, for summarizing, analyzing, and presenting large sets of financial data in a digestible format. | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| The Future of Audit: Technology, Talent and Transformation (Self-Study) (26SX-0067)26SX-0067 | *Explore AI, blockchain, and data analytics impact on audits.*Address talent crisis through retention and upskilling strategies.*Navigate PCAOB standards and regulatory sandbox concepts.*Expand audits to include ESG and nonfinancial metrics.*Implement technology solutions for firms of all sizes. | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| The One Big Beautiful Bill: 2025 Tax Legislation (Self-Study) (26SX-0068)26SX-0068 | *The Congressional process in passing tax legislation.*Major tax provisions in the House version of Big Beautiful Bill.*Individual.*General business.*International.*Health Care Accounts .*Qualified Opportunity Zones.*Industry specific provisions.*Tax exempt organizations.*Miscellaneous provisions. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| The Role of Internal Control in the Risk-Based Audit (Self-Study) (26SX-0069)26SX-0069 | *Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control system.*Development of a tailored audit approach that considers the potential reliance on internal controls.*Guidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Think AI-First and Future-Proof Your Firm (Self-Study) (26SX-0070)26SX-0070 | *How AI-first firms will dominate the next 2-5 years.*Why AI isn't replacing CPAs and making the best ones stronger.*How to use AI to track leadership patterns, test decisions and scale advisory.*The exact AI prompts top firms use for strategy, pricing and client insights.*How to turn messy firm data into structured, actionable intelligence.*How to develop AI-first instincts in real-time. | |
| Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | |
| Turning Tax Tech Into Leadership Opportunity (Self-Study) (26SX-0071)26SX-0071 | *How to recognize and reframe inefficiency as an opportunity for leadership.*Why digital champions often lead from the middle not the corner office.*How to pilot tax technology like K1x and build firm-wide buy-in.*How to translate staff wins into ROI that partners can't ignore.*Change management strategies that make new technology stick.*Why culture, not code, defines long-term success. | |
| Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | |
| Understanding Internal Control Constructs (Self-Study) (26SX-0072)26SX-0072 | *Underlying concepts of internal control.*The importance of control measure interdependency. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Understanding/Creating Internal Control Systems (Part 1) (Self-Study) (26SX-0073)26SX-0073 | *Underlying concepts of internal control.*Defining where and why controls, policies and procedures are needed.*Legacy control measures that are still important for businesses today.*Creating control measures that address the use and protection of technology. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Understanding/Creating Internal Control Systems (Part 2) (Self-Study) (26SX-0074)26SX-0074 | *Underlying concepts of internal control.*Defining where and why controls, policies and procedures are needed.*Legacy control measures that are still important for businesses today.*Creating control measures that address the use and protection of technology. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Unlock the Power of AI with Copilot in Excel (Self-Study) (26SX-0075)26SX-0075 | *Introduction to Copilot in Excel.*Automating tasks and enhancing productivity.*Advanced data insights with Copilot. | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Unlocking Deep Secrets: Case Studies in Financial Analysis (Self-Study) (26SX-0076)26SX-0076 | *Overview of financial statement analysis.*The impact of GAAP on financial analysis.*Overview of the Balance Sheet.*Overview of the Income Statement.*The importance of the Statement of Cash Flows.*Common Size Analysis.*Trend Analysis.*Profitability Ratio Analysis.*Liquidity Ratio Analysis.*Solvency Ratio Analysis. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Using ChatGPT With Excel (Self-Study) (26SX-0077)26SX-0077 | *Introduction to ChatGPT and other AI (Artificial Intelligence) language models.*Discussion of best practices for using ChatGPT with Excel.*Use ChatGPT to create, debug and explain formulas.*Use ChatGPT to learn how to use Excel features.*Use ChatGPT to automate repetitive tasks in Excel.*Use ChatGPT to easily create macros. | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| What You Can Learn From the Statement of Cash Flows (Self-Study) (26SX-0078)26SX-0078 | *Preparation of the statement of cash flows.*Importance of identifying sources and uses of cash in financial reporting.*Financial statement analysis.*Cash-related financial statement disclosures. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| What's Behind the Data? (Self-Study) (26SX-0079)26SX-0079 | *Ways in which data and information can be misleading.*Common pitfalls when encountering data.*How to re-evaluate the data to avoid those pitfalls. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Workforce Transformation and Talent Management in 2025 (Self-Study) (26SX-0080)26SX-0080 | *Understanding why the traditional pyramid structure is failing firms.*The inverted pentagon framework and its talent retention advantages.*Impact of technology and AI on entry-level accounting roles.*The 6 Ps of Business Model Transformation implementation.*Accelerating specialized skills acquisition in your workforce.*Effective knowledge transfer through mentorship and job rotation.*Technology-driven training and development strategies.*Best practices from other industries for workforce transformation.*Building and retaining specialized middle layers of expertise.*Strategic pricing models to support the pentagon structure. | |
| Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | |
| Yellow Book Independence and Single Audit Fundamentals (Self-Study) (26SX-0081)26SX-0081 | *The conceptual framework approach to independence.*Independence threats related to preparing financial statements and accounting records.*Consideration of specific non-audit services that would and would not impair independence.*Documentation necessary to support adequate consideration of auditor consideration.*Fundamentals of a compliance audit performed under the Uniform Guidance.*Schedule of expenditure of federal awards.*Determination of major programs.*Using the Compliance Supplement.*Uniform Guidance administrative requirements and cost principles.*Testing internal control over compliance.*Testing compliance.*Writing an audit finding.*Reporting requirements of a single audit. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| You Don't Know What You Don't Know About Excel (Part 1) (Self-Study) (26SX-0082)26SX-0082 | *Excel shortcuts and time savers.*Working with templates, formats, styles, and themes.*Customizing and enhancing Excel.*Protecting and securing workbooks.*Formula building and the Excel function library. | |
| Self-Study | | On-Demand | 4 CPE (0 tech, 4 non-tech) | |
| You Don't Know What You Don't Know About Excel (Part 2) (Self-Study) (26SX-0083)26SX-0083 | *Excel shortcuts and time savers.*Working with templates, formats, styles, and themes.*Customizing and enhancing Excel.*Protecting and securing workbooks.*Formula building and the Excel function library. | |
| Self-Study | | On-Demand | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's IT Systems and Data Management (Webinar) (26WS-0358)26WS-0358 | *Key components of IT architecture*Cloud computing models and deployments*Enterprise resource planning (ERP) systems*Business resiliency and disaster recovery planning*Business continuity plans*Business impact analysis*System availability measures*Change management for hardware and software applications*Risks and documentation in change management*Testing environments and conversion approaches for new information systems*Patch management and change control policies*Data management processes and lifecycle*Data collection methods and storage types*Utilizing data for financial and operational decision-making*Examining relational databases for integrity*Investigating business process models for improvements | Ng Cory |
| 6/5/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Data at 30,000 Feet: Traveling Smart with Client and Personal Information (Webinar) (26WS-0748)26WS-0748 | *CPA responsibilities for client data*Understanding the risks while traveling*Legal and regulatory landscape*CPA-specific considerations*Data protection techniques and tools*Policy and technical safeguards*Pre- and post-travel protocols*Employee education and compliance | |
| 7/24/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Applying the Yellow Book to a Financial Statement Audit (Webinar) (26WS-0784)26WS-0784 | *Circumstances requiring auditors to follow the Yellow Book (Government Auditing Standards or GAGAS)*Relationship of Yellow Book requirements to GAAS and single audit requirements*The Yellow Book requirements related to the performance of and reporting on a financial audit*Identifying and reporting findings under the Yellow Book | Blanton Charles |
| 7/30/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Employer's Handbook: Legal, Tax and Health Care Issues (Webinar) (26WS-0548)26WS-0548 | *Hiring and firing issues -- What questions cannot be asked in an interview; how to document employee performance; establishing an annual review system; when an employer may and may not fire an employee, and much more*Employment contracts -- An analysis of the legal and planning issues in structuring employment contracts; when noncompetition agreements will and will not work*Employment issues in the economy -- Telecommuters and other special situations*Legal liability issues -- Recognition of age discrimination, sex discrimination, FLSA issues, minimum wage, overtime, sexual harassment, and more*Fringe benefit issues -- COBRA, Family and Medical Leave Act, and new developments in health care*Medical plans -- Who is a full-time employee? | Peters David R. |
| 6/26/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's U.S. Taxation of Foreign Corporations: A Case Study Approach (Webinar) (26WS-0689)26WS-0689 | *Understand how to approach and analyze the U.S. taxation of foreign corporations*Using an example, calculate tested income, Subpart F, and PFIC income inclusions for an individual and C corporation*Determine how much foreign tax credit can be claimed against such income inclusions*Determine how subsequent dividend distributions from the foreign corporation are taxed*Calculate capital gain on the disposition of the foreign corporation*Compare different outcomes and discuss the impact of Section 962 election*Identify basic strategies for managing tax liabilities related to foreign corporations | |
| 7/16/2026 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Weekly Expert Hour (Webinar) (26WS-0287)26WS-0287 | *Each week's topics will change based on the most critical issues affecting financial professionals | Tucker Michael J |
| 5/28/2026 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Unconscious Bias for Managers, Supervisors and Executives (Webinar) (26WS-0700)26WS-0700 | *Unconscious bias, including the five defining characteristics of unconscious bias*The real-world impacts of unconscious biases, including impacts on racial minorities, women, and older workers*The concept of microaggressions, with examples*An effective strategy for adult learning that can be applied to change unconscious biases, which can also be used to learn other skills*A framework for handling mistakes and using them to build trust and respect in the workplace. We call this the "oops, did I just say that?" section. | Williams Ciana |
| 7/20/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Government and Not-for-Profit Frauds and Controls to Stop Them (Webinar) (26WS-0454)26WS-0454 | *Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds*Identify and develop practical controls to prevent and detect fraud*Tailor controls to the size and fit of the government or not-for-profit | Blanton Charles |
| 6/16/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Business Law for Small Business Owners (Webinar) (26WS-0559)26WS-0559 | *Contract principles*Legal issues related to various types of business organizations*Worker classification*Employee rights and the duties of employers*Real property law | Peters David R. |
| 6/29/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Technical Individual Practice Issues and Tax Forms for Experienced Practitioners (Webinar) (26WS-1126)26WS-1126 | *What's NEW for this year -- Items all practitioners must know*Coverage of One Big Beautiful Bill Act*1099-K reporting requirements*Qualified Business Income -- Coverage of Section 199A including the real estate safe harbor*A tour of the most recent forms changes, starting from gross income and ending with selected credits, including the latest IRS guidance on significant recent tax legislation*How will clients (and practitioners) interact with IRS in the future and how the pandemic is steering the IRS to ramp up with digital communication efforts*Hot developments and current areas of interest*Virtual Currency and Digital Asset Taxation*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas*Form 6198 -- At-risk basis: Detailed case study and discussion of how this form is to be used and when it needs to be filed; learn how basis and at-risk basis are different, and why this is significant*Form 6252 -- Installment sale income: A common tax area; however, a case study and discussion of this topic includes advanced issues such as gain on reacquisition of installment sale property, including worksheets on calculating gain & tax basis of reacquired property*Form 5329 -- Additional taxes on qualified plans: Advanced study of how to avoid penalties*Coverage ofSection 1202 and Section 1045 transactions with examples | Frost Michael |
| 9/14/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's A Guide to the 401(k): Concepts and Strategies (Webinar) (26WS-1052)26WS-1052 | *401(k) eligibility, vesting, compensation limits, and annual testing*Contribution types, limits, deadlines, and reporting requirements*Traditional, Roth, and other after-tax contribution planning strategies*Employer match optimization and profit-sharing structures*Coordination across multiple employers and plan types*Distributions, penalties, and tax reporting considerations*Direct vs. indirect rollovers and rollover risk management*Net unrealized appreciation (NUA) planning for employer stock*Qualified plan loans and appropriate use cases*Inherited plan rules | |
| 9/2/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Excel Tables and Conditional Summing (Webinar) (26WS-1141)26WS-1141 | *Using the Table object to store data*Using the conditional summing function to aggregate Table data*Using the Table object to create mapping tables | Lenning Jeff |
| 9/15/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Excel Shortcuts for Accountants (Webinar) (26WS-0920)26WS-0920 | *Explore the function that sums better than the SUM function*Discover a variety of time-saving features, functions, and techniques*Learn the workaround to a major Excel pitfall | Lenning Jeff |
| 8/18/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Hiring New Workers and Payroll Taxes (Webinar) (26WS-0844)26WS-0844 | *Form W-4*Form I-9*Form W-9*End-of-year compliance*Payroll tax returns*Unemployment insurance | Peters David R. |
| 8/6/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's A Complete Tax Guide to Exit Planning (Webinar) (26WS-0919)26WS-0919 | *Gain exclusion and tax-free reorganization planning*Gain exclusion with sales of C corporation stock -- Section 1202*Deferral of gain with installment reporting*Gain planning with partnerships*Basis planning -- basis step-up at death, gifts of interests to family*Restructuring the business entity -- C vs. S corporation, partnerships, LLCs*Real estate planning -- retention vs sales, like-kind exchanges*Employee stock ownership plans -- special tax incentives*Employee benefit planning with ownership change*Taxes other than the federal income tax -- state tax, estate, gift and generation-skipping taxes, and property taxes*Prospects for tax law change | Lickwar Robert |
| 8/18/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Adapting to Today's Changing Accounting Landscape (Webinar) (26WS-1116)26WS-1116 | *Evolving accounting landscape*Data complexity in accounting and tax*Value-added billing*Artificial Intelligence*Shifting client expectations*Navigating regulatory uncertainty*The impact of accountants on society*Embracing change and innovation*Pipeline challenges | Peters David R. |
| 9/11/2026 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Construction Contractors: Accounting and Financial Reporting Issues (Webinar) (26WS-1063)26WS-1063 | *Overall landscape of the construction industry*GAAP and recent changes affecting the construction industry*FASB ASC 606 and its impact on the construction industry*The unique relationship between the contractor and the surety*FASB ASC 842 and its impact on the construction industry | Peters David R. |
| 9/3/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Individual and Financial-Planning Tax Camp (Webinar) (26WS-0630)26WS-0630 | *Comprehensive coverage of the One Big Beautiful Tax Bill Act*Reading a tax return for developing client-specific tax strategies*Changes to the lifetime estate tax exemption considering proposed regulations*The net investment income tax: planning for compliance*Family income-splitting strategies that need to be considered*Income tax issues: impact on timing of other income*Selling a principal residence*Two principal residences at the same time*Use of life insurance to protect families: Whole Life Insurance, Term Life Insurance, Universal Life Insurance, and Variable Life Insurance*Using Roth IRAs and Roth contribution programs to best advantage*Conversions: do they still make sense?*Taking distributions: matching timing to client requirements*Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed*Social Security - the latest on the looming solvency crisis*Incentive Stock Options and Employee Stock Purchase Plan considerations*What to do about itemized deductions*Trans-generational planning: conversions, income, and gain-splitting*Tax benefits of HSAs and other tax-advantaged accounts*Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future*Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement*Best financial planning ideas for young people | Peters David R. |
| 7/9/2026 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Forms 7217 and 7203 (Webinar) (26WS-0328)26WS-0328 | *Tax treatment of partnership distributions to partners of cash and property other than cash*Basis of property received in a partnership distribution*Executive Order 14219 withdrawing the IRS's new regulations regarding basis shifting*Organization and structure of the new Form 7217*Who must file Form 7203*Determining the S corporation shareholder's initial basis in his or her stock*Basis limitations on partnership losses and deductions*Organization and structure of Form 7203 -- understanding the three parts of Form 7203*Filing criteria for Form 7203*Calculating an S corporation shareholder's share of S corporation deductions and credits*Understanding stock and debt basis | Tucker Michael J |
| 6/3/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Going Out on Your Own: Entity Types and Accounting Methods (Webinar) (26WS-0624)26WS-0624 | *Financial planning pyramid*What to consider when picking an entity*Single member LLC vs. sole proprietorship*Corporations -- S vs. C*Double taxation | Peters David R. |
| 7/8/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding Partnership Taxation: Types of Basis, Contributions and Distributions (Webinar) (26WS-0767)26WS-0767 | *Three different types of basis*Contributions of property*IRC 704(b) -- Capital Accounts and Special Allocations*Contributions of property and debt*Contributions of services*IRS Notice 2020-43 | Peters David R. |
| 7/28/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (26WS-0835)26WS-0835 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services*Sample comprehensive engagement work programs for preparation, compilation and review engagements*Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations*Other communication requirements, such as sample engagement letters and management representation letters | Levine Kenneth L. |
| 8/6/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Latest Developments in Government and Not-for-Profit Accounting and Auditing (Webinar) (26WS-0774)26WS-0774 | *Developing issues related to the Yellow Book and single audits*Key AICPA developments affecting audits of governments and not-for-profits*The implementation of GASB No. 103 on financial reporting model improvements*GASB No. 104 addressing disclosure of certain capital assets*Impacts of recently applied governmental standards, recently issued implementation guide questions, and additional GASB projects (e.g., subsequent events)*The essential disclosure requirements specific to not-for-profit organizations and strategies for enhancing clarity and value*The advantages, challenges, and best practices for effectively presenting a measure of operations | Blanton Charles |
| 7/29/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's What Practitioners Need to Know About Estate Planning and Administering a Client's Estate (Webinar) (26WS-1082)26WS-1082 | *The federal transfer tax exemption*What constitutes a valid will*Common trust vehicles often used to safeguard assets*Consequences of intestacy*How to transfer property outside of a will*Legal treatment of marital property*Transfer of IRAs and retirement plans*Probate generally and probate for property held outside of the state of decedent's residence*When an estate tax return should be filed*Portability of the Deceased Spousal Unused Exclusion (DSUE) amount | Tucker Michael J |
| 9/8/2026 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Webinar) (26WS-0484)26WS-0484 | *Economic update*Leadership and management changes because of recent developments, including AI*Managing for productivity*Hiring the best people for the organization*New motivation techniques | Pulis Arthur |
| 6/18/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Stock vs. Asset Acquisitions of C Corporations (Webinar) (26WS-0551)26WS-0551 | *Advantages and disadvantages to buyer and seller of an asset acquisition and a stock acquisition*Tax treatment of consulting agreements and covenants not to compete*Sale of personal goodwill associated with an asset acquisition*Tax consequences associated with a stock acquisition and an asset acquisition*Acquisitive reorganizations*Non-tax issues that must be considered when a corporation is acquired | Tucker Michael J |
| 6/26/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Introduction to Forensic Accounting (Webinar) (26WS-0792)26WS-0792 | *Review of the different aspects of forensic accounting*The civil litigation process as it relates to forensic accounting*Litigation services provided by forensic accountants*Fraud detection and prevention*Various types of fraud*Training and certifications in forensic accounting*Forensic accounting in bankruptcy proceedings*Forensic accounting in family law proceedings*Calculating damages for use in litigation*Valuations*Ethical issues pertinent to forensic accounting | Cornell Jason |
| 7/31/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Workplace Harassment: How to Prevent Harassment and Reduce Liability Risks in Today's Changing Environment (Webinar) (26WS-0349)26WS-0349 | *An overview of workplace harassment and discrimination laws, including the intangible benefits that come with compliance*An overview of sexual harassment and workplace retaliation*The supervisor's (or manager's) role in preventing harassment and in reducing the company's potential liability through good faith efforts at compliance*Review a compliant procedure for handling harassment concerns | McAndrew Amy |
| 6/4/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Business Writing: Professional and Effective Emails (Webinar) (26WS-1095)26WS-1095 | *Preparing to write: what is my purpose and objective and who is my audience*When email is the appropriate communication methodology and when it's not*Common email mistakes and how to avoid them*Proven techniques for writing more efficient, readable, and outcome-focused emails | |
| 9/9/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business (Webinar) (26WS-0492)26WS-0492 | *Due diligence checklist items*Asset sales and stock sales and their attendant results to buyers and sellers*Section 1060 and the residual method*Selling sole proprietorships, partnerships, and corporations*Consequences of making a Section 754 election with adjustments under Sections 743(b) and 734(b)*Section 338 and Section 338(h)(10) elections*Allocating some of the purchase price of a business to personal goodwill*Partnership distributions to retiring partners under Section 736(a) and 736(b)*Consulting agreements and employment agreements as between buyers and sellers*Advantages of a C corporation having Section 1202 stock | Tucker Michael J |
| 6/22/2026 | 8 - 11 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Taxation of the Mobile Workforce (Webinar) (26WS-1147)26WS-1147 | *What states do not have an income tax? What is the relevance to employers?*Where does an employer have an obligation to withhold state taxes for an employee?*At what point does an employee become a resident?*Where is unemployment paid for an out-of-state employee? | Peters David R. |
| 9/15/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Tax Loss Limitations Imposed on Individuals and Pass-through Entities (Webinar) (26WS-0527)26WS-0527 | *How to calculate a partner or S corporation shareholder's basis*Form 7203 and an S corporation shareholder's basis*The at risk basis rules and Form 6198*The passive activity loss limits*The Section 461(l) loss rule*The net operating loss limitation rules*The Section 163(j) business interest limitation*New OBBBA changes impacting business interest and Section 461(l) | Tucker Michael J |
| 6/24/2026 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times (Webinar) (26WS-1137)26WS-1137 | *Commencement of a bankruptcy proceeding* Protections provided to debtors under the Bankruptcy Code* Key procedural aspects of bankruptcy* The automatic stay* Differences between Chapters 7, 11, and 13 bankruptcy cases* The bankruptcy discharge* Proofs of claim* Plans of reorganization* Litigation that can arise during bankruptcy* Creditor committees* Bankruptcy trustees* Avoidable preferences and fraudulent transfers* Special rights afforded to landlords and secured creditors | Cornell Jason |
| 9/15/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings (Webinar) (26WS-0869)26WS-0869 | *Coverage of applicable rules from SECURE Act 2.0*The 10% penalty*Net unrealized appreciation of employer securities*Roth IRA conversions*Rollovers and the limitations*Direct rollovers vs indirect rollovers, and tax withholding*Beneficiary portability rules*When a Roth IRA distribution is qualified to be tax-free*Excess contributions and the 6% excise tax | Appleby Denise |
| 8/11/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Audit Skills Training Level 1: Developing Critical Skills for Success in Public Accounting -- Part 2 (Webinar) (26WS-0893)26WS-0893 | *Day 1: Transitioning to the accounting profession; Code of ethics -- Importance of professional skepticism and independence; Quality management standards; Risk assessment basics; Internal control fundamentals; Compilations and reviews -- The contrasting nature of preparation engagements, compilations, and reviews*Day 2: Auditing cash and cash equivalents; Auditing property, plant, and equipment; Auditing accounts payable and debt; Documentation Basics | |
| 8/14/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | 1 Ethics |
| Surgent's Handling Difficult People (Webinar) (26WS-0316)26WS-0316 | *Be familiar with the nature and sources of difficult behaviors in the workplace, as well as strategies for addressing them*Understand a proven formula for handling difficult people*Utilize a problem-solving model to brainstorm strategies for working effectively with challenging individuals*Implement a step-by-step process to resolve conflicts between yourself and others within your organization*Apply the hostility curve as a tool to maintain control in situations involving angry or upset individuals*Implement new strategies for managing your emotions in difficult interactions*Understand the impact of attitude on interactions with others*Create a personalized action plan for applying course strategies in your workplace | |
| 6/2/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Government and Not-for-Profit Frauds and Controls to Stop Them (Webinar) (26WS-0304)26WS-0304 | *Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds*Identify and develop practical controls to prevent and detect fraud*Tailor controls to the size and fit of the government or not-for-profit | Blanton Charles |
| 6/1/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Business Law Essentials for Practitioners and Controllers (Webinar) (26WS-0701)26WS-0701 | *Contract principles*Partnerships and limited liability entities*Legal issues related to various types of business organizations*Worker classification*Employee rights and the duties of employers*Intellectual property*Real property law*Bankruptcy basics*Environmental Law*Merger basics | Peters David R. |
| 7/20/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Artificial Intelligence for Accounting and Finance Professionals (Webinar) (26WS-1059)26WS-1059 | *What artificial intelligence is and how it differs from automation*Current AI technologies: generative AI, large language models (LLMs), and machine learning*How AI enhances accounting financial analysis, auditing, tax compliance, and client advisory services*Risks and limitations of AI: bias, data integrity, and over-reliance on automation*Data governance, security, and privacy in AI-enabled systems*Case studies of how accounting firms and finance teams are implementing AI today*Future skills for accounting and finance professionals in an AI-driven environment | Cornell Jason |
| 9/3/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Latest Developments in Government and Not-for-Profit Accounting and Auditing (Webinar) (26WS-0413)26WS-0413 | *Developing issues related to the Yellow Book and single audits*Key AICPA developments affecting audits of governments and not-for-profits*The implementation of GASB No. 103 on financial reporting model improvements*GASB No. 104 addressing disclosure of certain capital assets*Impacts of recently applied governmental standards, recently issued implementation guide questions, and additional GASB projects (e.g., subsequent events)*The essential disclosure requirements specific to not-for-profit organizations and strategies for enhancing clarity and value*The advantages, challenges, and best practices for effectively presenting a measure of operations | Blanton Charles |
| 6/11/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Preparation and Compilation Engagements Under the SSARS (Webinar) (26WS-0714)26WS-0714 | *Relevant sections of SSARS No. 21, Clarification and Recodification*SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services*Proposed changes to the SSARS guidance*Comprehensive sample engagement work programs for preparation and compilation engagements*Prescribed form, specified line item, pro forma, and other engagement variations*Complete illustrations of relevant engagement letters, reporting and other required communications for preparation and compilation engagements | Levine Kenneth L. |
| 7/21/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Cybersecurity Risk Management for Financial Professionals: Policies, Controls and Emerging Threats (Webinar) (26WS-0969)26WS-0969 | *Core components of a cybersecurity risk management program*Overview of key policies, controls, and procedures for financial organizations*Applicability of global compliance standards, like the EU AI Act and GDPR, in the U.1`S. financial landscape*Case studies: financial implications of breaches and mitigation strategies*Best practices for integrating cybersecurity with financial reporting | Ng Cory |
| 8/24/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding Partnership Taxation: PTE Elections, 754 Elections and Selling a Partnership Interest (Webinar) (26WS-0793)26WS-0793 | *Notice 2020-75: PTE elections*What is a 754 election?*What if a 754 election is not in effect?*Tax implications of a partnership interest sale on the seller*Look-through provisions | Peters David R. |
| 7/31/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Shades Of Gray: Practicing Before The Internal Revenue Service -- Circular 230 Current State (Webinar) (26WS-0965)26WS-0965 | *Office of Professional Responsibility -- Authority and Procedures*Current status of the regulations governing tax practice before the IRS (Circular 230 Rev. 6/2014)*In depth coverage of the various Due Diligence obligations of tax professionals*Overview of other key Circular 230 provisions*Practitioner responsibilities to their clients and to the Tax Administration System*Best Practices for all tax professionals | |
| 8/24/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Getting Ahead: The Art of Marketing for CPAs (Webinar) (26WS-1023)26WS-1023 | *Challenges of marketing CPA firms*Developing marketing strategy*Elements of a marketing plan*Example: CPA firm marketing plan*Marketing regulatory/AICPA issues*Picking the right marketing channels*Marketing channel statistical analysis*Developing marketing metrics | Peters David R. |
| 8/31/2026 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Employer's Handbook: Health Care, Retirement and Fringe Benefit Tax Issues (Webinar) (26WS-0775)26WS-0775 | *ERISA compliance: employee welfare plans and qualified plans*Fringe benefit issues: COBRA, Family and Medical Leave Act, and new developments in health care*Health care plans: HRAs, HSAs, and other employer-sponsored plans*Qualified plan requirements: eligibility, coverage, and vesting | Peters David R. |
| 7/29/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Buying and Selling a Business: Tax and Structuring Overview (Webinar) (26WS-0851)26WS-0851 | *An overview of the beginning of the process and documents for preliminary tax planning*Recognizing the need for due diligence in acquisitions, including checklists of important points*Deemed asset sales -- Section 338 and Section 338(h)(10)*The impact of the Section 197 amortizable intangibles regulations on the acquisition and disposition of a business*Allocating purchase price for tax advantage*Planning to avoid double taxation under the repeal of the General Utilities doctrine*Special problems and opportunities when an S corporation is the buyer or seller*Installment sale and interest issues*Avoiding tax pitfalls and recognizing tax planning opportunities*Unique issues in buying and selling LLC/partnership interests*Impact of the net investment income tax (NIIT) and the Section 199A pass-through deduction on the tax due on the sale of a pass-through entity*Individually owned goodwill | Frost Michael |
| 8/7/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's IT Systems and Data Management (Webinar) (26WS-0791)26WS-0791 | *Key components of IT architecture*Cloud computing models and deployments*Enterprise resource planning (ERP) systems*Business resiliency and disaster recovery planning*Business continuity plans*Business impact analysis*System availability measures*Change management for hardware and software applications*Risks and documentation in change management*Testing environments and conversion approaches for new information systems*Patch management and change control policies*Data management processes and lifecycle*Data collection methods and storage types*Utilizing data for financial and operational decision-making*Examining relational databases for integrity*Investigating business process models for improvements | Ng Cory |
| 7/31/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Schedules K-2 and K-3: Preparation of Forms (Webinar) (26WS-0936)26WS-0936 | *How to read and complete Parts II and III for Foreign Tax Credit*Understand attachment requirements in Part I*Practical tips on how to tackle Parts IV and IX for corporate partners*How to correctly fill out Part X for foreign partners*Comprehensive examples for operating, real estate rental, and investment partnerships with filled-in sample forms | |
| 8/19/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Generative AI and Cybersecurity: Opportunities and Threats (Webinar) (26WS-0918)26WS-0918 | *Generative AI applications in cybersecurity (e.g., threat detection, automation)*AI-enabled cyber threats, including phishing, deepfakes, and malware*Real-world incidents involving AI-related cybersecurity challenges*Proactive strategies for leveraging generative AI in cybersecurity*Regulatory and ethical implications of generative AI in financial cybersecurity | Ng Cory |
| 8/18/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Preparing Not-for-Profit Financial Statements (Webinar) (26WS-0480)26WS-0480 | *Key requirements, options, and disclosures related to each of the basic financial statements*The reporting of functional and natural expense information*Core not-for-profit accounting requirements related to conditional and unconditional contributions, promises to give, restrictions, designations, contributed services, net assets, special events, the classification of expenses, and more | Blanton Charles |
| 6/18/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's The Accountant as the Expert Witness (Webinar) (26WS-0938)26WS-0938 | *Becoming qualified as an expert witness*Best practices for testifying at trial*Understanding the different roles accountants can play in litigation*Working with attorneys to prepare and present a case at trial*The role of experts in commercial versus personal injury litigation*Confidentiality orders*Compensation for expert witnesses*Preparing for and attending depositions*Daubert challenges to experts*Expert reports*The role of experts in antitrust, securities litigation, and professional liability cases*Credibility as a witness | Cornell Jason |
| 8/19/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's IRS Tax Examinations and Hot Issues (Webinar) (26WS-0373)26WS-0373 | *Criteria that the IRS uses to select returns for examination*Substantiation requirements for travel, charitable contributions, vehicles, meals, virtual currency considerations, and tax-related identity theft*Understanding worker classification determinations on who is an employee and who is an independent contractor*Distinguishing S corporation officer's reasonable compensation issues*How the IRS holds persons other than an employer liable for unpaid payroll taxes, a.k.a., the trust fund recovery penalty*Tax-related identity theft procedures | Peters David R. |
| 6/8/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties (Webinar) (26WS-0377)26WS-0377 | *How to determine when an individual is subject to an RMD*Coverage of RMD changes under SECURE Act 2.0*What is the required minimum distribution for an account owner?*What is the required minimum distribution for a beneficiary IRA?*Key explanations of RMD regulations*The types of accounts that are subject to the RMD rules*The parties that are subject to the RMD rules*Exceptions and special considerations for RMDs*Rollover and transfer rules in an RMD year*The various responsibilities of interested parties*Qualified charitable distributions and how they are coordinated with RMDs and IRA contributions*How the 10-year rule works for beneficiaries | Appleby Denise |
| 6/8/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Fiduciary Income Tax Returns: Form 1041 Workshop with Filled-in Forms (Webinar) (26WS-0446)26WS-0446 | *Classifying receipts between "income" and "corpus" under the Uniform Principal and Income Act*Calculation of DNI utilizing three different methods, a "forms" method (Schedule B), a "code" method, and a "shortcut" method, utilizing a worksheet of common income and expenses*Proper W-2 preparation and procedures in the year of death*Taxpayer passes before taking a required minimum distribution; what must be done?*Forgetful fiduciaries of simple trusts*Fluctuating trusts -- Simple one year, complex the next*Dividing income in the year of death*Overview of Subchapter J*Form preparation issues -- Filing requirements and line-by-line explanations of Form 1041*Taxable income of estates and trusts and expense allocation issues*Specific deductions and miscellaneous itemized deductions*Income in respect of a decedent*The income distribution deduction calculation*Relation of principal and income law to DNI*Understanding how to handle capital gains and losses*Allocating tax items to beneficiaries: another K-1*Other considerations: excess deductions on termination*Comprehensive DNI case study, with principal (cost and FMV) and income reconciliation*Comprehensive trust and estate case studies, with filled-in forms | Frost Michael |
| 6/16/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Annual FASB Update and Review (Webinar) (26WS-0788)26WS-0788 | *Private company standard-setting activities*Recent FASB Accounting Standards Updates (ASUs), including those addressing financial instruments, credit losses under ASC 326, government grants, and business combinations*Non-GAAP financial measures*ASC 842, Leases*ASC 842 final PIR report findings | Carney Jason W |
| 7/31/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Hiring New Workers and Payroll Taxes (Webinar) (26WS-0699)26WS-0699 | *Form W-4*Form I-9*Form W-9*End-of-year compliance*Payroll tax returns*Unemployment insurance | Peters David R. |
| 7/19/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (26WS-0500)26WS-0500 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures*Statement on Quality Management Standards: SQMS 1, SQMS 2, and SQMS 3*Post-Implementation Review Report for revenue recognition under ASC 606 and best practices in applying ASC 606*Fraud case studies*Recently issued SASs and other AICPA activity*Recently issued PCAOB standards and SEC rulemaking activities*Other important A&A practice matters | Carney Jason W |
| 6/23/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Business Law for Small Business Owners (Webinar) (26WS-0905)26WS-0905 | *Contract principles*Legal issues related to various types of business organizations*Worker classification*Employee rights and the duties of employers*Real property law | Peters David R. |
| 8/17/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's What Practitioners Need to Know About Estate Planning and Administering a Client's Estate (Webinar) (26WS-0367)26WS-0367 | *The federal transfer tax exemption*What constitutes a valid will*Common trust vehicles often used to safeguard assets*Consequences of intestacy*How to transfer property outside of a will*Legal treatment of marital property*Transfer of IRAs and retirement plans*Probate generally and probate for property held outside of the state of decedent's residence*When an estate tax return should be filed*Portability of the Deceased Spousal Unused Exclusion (DSUE) amount | Tucker Michael J |
| 6/8/2026 | 8 - 11 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Federal Tax Update (Webinar) (26WS-1047)26WS-1047 | *Comprehensive coverage of individual provisions of the One Big Beautiful Bill Act, including but not limited to:*TCJA provisions made permanent*New Tip Income Deduction*New Overtime Pay Deduction*New Car Loan Interest Deduction*New Temporary Senior Deduction*Expanded SALT Cap*Trump Accounts *Comprehensive coverage of business provisions of the One Big Beautiful Bill Act, including but not limited to:*Bonus Depreciation made permanent*Increased Section 179 deduction*Changes toSection 174 R&E Expenditures*Changes to Section 163(j)*Form 1099/1099-K changes *Qualified Small Business Stock Exclusion *The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges and employer reporting responsibilities*Timely coverage of breaking tax legislation*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | Peters David R. |
| 9/2/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Trump Accounts Created by OBBBA: A Comprehensive Guide for Accounting and Finance Professionals (Webinar) (26WS-0632)26WS-0632 | *Establishing and administering a Trump Account*Who can make contributions to a Trump Account*Limits on contributions to a Trump Account*Employer contributions to a Trump Account*Participation in the pilot program*What a Trump Account can invest in*Basis tracking for after-tax contributions*Taxation of distributions from a Trump Account*Rolling a Trump Account into another account*The potential advantages and disadvantages of having a Trump Account*Opting out of a Trump Account*Issues impacting a Trump Account, such as distribution, when the beneficiary turns 18 | Appleby Denise |
| 7/9/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's The Essential Multistate Tax Update (Webinar) (26WS-0375)26WS-0375 | *Employees working in multiple states: Withholding issues (when to start and where to withhold) special issues depending on type of tax assessed in the state or locality*Emerging sales tax topics: Elimination of the physical presence standard in determining nexus (Wayfair case); economic nexus for remote sellers; assisting remote sellers in determining a plan of action in states that enforce economic nexus*Emerging compliance issues in the new sales tax economy*Income Tax (and other forms of tax): Economic nexus (taxation without physical presence)*Will states shift away from income tax and increase reliance on sales tax after Wayfair?*Treatment of Tax Cuts and Jobs Act by the states: presence of intangible property; is P.L. 86-272 still valid?*Pass-through problems: Nexus issues for interest owners*Treatment of the 199A deduction for pass through entities by states: Withholding issues*Practical considerations in dealing with multistate taxation: Dealing with state nexus questionnaires*When to consider voluntary compliance: Responsibility of officers, members, partners, and shareholders; planning ideas and opportunities; updates on pending federal legislation relative to state tax | Peters David R. |
| 6/8/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's A Guide to Gig Economy Tax Issues (Webinar) (26WS-0385)26WS-0385 | *Characteristics of a gig economy*Who is an employee and who is an independent contractor?*Form 1099-NEC and reporting of non-employee compensation*Reporting on Form 1099-K*Gig workers and the requirement to pay self-employment tax throughout the year*State tax implications of remote work for the business owner and workers*How remote work creates state tax nexus*Tax implications of employee telecommuting for the employer*The "convenience of the employer" rule*Drivers of both people and of meals or other products*Section 199A deduction*Implications of the Vizcaino case | Tucker Michael J |
| 6/9/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Ethical Considerations for CPAs (Webinar) (26WS-0722)26WS-0722 | *Auditor independence and its importance to the public accounting profession*Common threats to auditor independence*AICPA's framework for assessing conflicts of interest*Unique threats related to non-attest services to attest clients*Common safeguards to help assure compliance with relevant rules and regulations | |
| 7/22/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Anatomy of a Ransomware Event and Incident Response (Webinar) (26WS-0324)26WS-0324 | *What is ransomware?*The growing threat of ransomware -- statistics*Remote working and COVID-19*Ransomware infection process*Incident response protocol*Business considerations*Legal considerations*Breach notification obligations*Steps to protect against malware*Tabletop exercise | |
| 6/3/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Guide to Payroll Taxes and 1099 Issues (Webinar) (26WS-1064)26WS-1064 | *Statutory employees, independent contractors, and possible changes to Section 530 relief*Using SS-8*Payroll Tax Penalties-- Who is a responsible person?*Forms W-2, 1099, 1099-NEC, SS-8, W-4, 941, and Form 940 reporting/deposit requirements and due dates*Understanding payroll tax responsibilities in the gig economy | Phillips Deborah A |
| 9/3/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (26WS-0405)26WS-0405 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures*Statement on Quality Management Standards: SQMS 1, SQMS 2, and SQMS 3*Post-Implementation Review Report for revenue recognition under ASC 606 and best practices in applying ASC 606*Fraud case studies*Recently issued SASs and other AICPA activity*Recently issued PCAOB standards and SEC rulemaking activities*Other important A&A practice matters | Carney Jason W |
| 6/11/2026 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Data Analytics for Accountants and Financial Managers (Webinar) (26WS-0433)26WS-0433 | *Definition of data analytics and big data; challenges and goals; establishing an environment for success; governance; common uses of analytics and current examples*Behavioral forces that impact decisions; examples of inaccurate forecasts; identifying strategic measurements (KPIs); data sources*Statistical tools, including median, mode, moving average, ratio analysis, Pareto analysis, trend analysis, regression, z-score, and simulation*Software tools that are readily available and can assist in visually exploring data, expanding the scope of available data, as well as collecting, analyzing, and presenting results*Specific ideas for using data analytics for accountants and financial managers, including current examples and areas for further consideration*Lists of readings and next-level software for a participant's future reference | |
| 6/15/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers (Webinar) (26WS-0273)26WS-0273 | *Latest state of the economy*Expense control that works*Understanding our changing workforce and working environment*Artificial intelligence*Financial risk analysis*Enterprise risk management, including looking at AI*Improving bank relationships | Pulis Arthur |
| 5/27/2026 | 12 - 3:30 p.m. | Online | 4 CPE (2 tech, 2 non-tech) | |
| Surgent's Annual Tax-Planning Guide for S Corporations, Partnerships and LLCs (Webinar) (26WS-0625)26WS-0625 | *Update on latest cases, rulings, and regulations including the final regs*Provisions of Revenue Procedure 2022-19: Relief for S corporations*Legislative update on retirement plan changes of the SECURE Act 2.0*How to handle liabilities of LLCs*Planning opportunities and pitfalls in determining basis and amounts at risk -- recourse and nonrecourse debt issues for LLCs, and much more*Section 199A pass-through deduction planning*Partnership planning -- Structuring partnership distributions and transfers of interests*Optional basis adjustments -- Section Section 754 and 732(d)*Planning for the utilization of Section 179 and for the scheduled phase out of bonus depreciation*Basis, distribution, redemption, and liquidation issues of S corporations*Compensation in S corporations*Sale of a partnership -- the best planning concepts*What you need to know about family pass-throughs -- Estate planning, family income splitting, and compensation planning*Partnership and LLC allocations*A brief look at possible future changes to the taxation of pass-through entities*The who, what, when, where, and how of the new FinCEN BOI reporting requirements | Frost Michael |
| 7/8/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Top Ten Questions from Partnership Clients Regarding the Section 754 Election (Webinar) (26WS-0951)26WS-0951 | *How does a partner compute his or her basis in a partnership?*What is the difference between a partner's inside and outside basis?*What is the difference between a partner's capital account and partner's outside basis?*How does Section 732(d) impact the buyer of a partnership interest?*How does a partnership report a Section 754 election on the partnership's tax return?*How does a partnership make a Section 754 election?*How does a partnership make a Section 743(b) adjustment?*How does a partnership make a Section 734(b) adjustment?*How is a Section 743(b) adjustment or Section 734(b) adjustment allocated to the assets of a partnership?*How is a Section 743(b) adjustment allocated within the class of ordinary income property and capital gain property? | Tucker Michael J |
| 8/20/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Business Law Essentials for Practitioners and Controllers (Webinar) (26WS-0381)26WS-0381 | *Contract principles*Partnerships and limited liability entities*Legal issues related to various types of business organizations*Worker classification*Employee rights and the duties of employers*Intellectual property*Real property law*Bankruptcy basics*Environmental Law*Merger basics | Peters David R. |
| 6/9/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Recent Changes in Workplace Regulations: Overtime, Non-compete Agreements and Employee/Independent Contractor (Webinar) (26WS-0988)26WS-0988 | *Final Rule - Employee or Independent Contractor Classification Under the FLSA: the multifactor "economic reality" test; What analysis guides whether a worker is an employee or independent contractor under this final rule? Can a worker voluntarily waive employee status and choose to be classified as an independent contractor? Are any of the economic reality factors adopted in this rule more important than others when evaluating a worker's employment status? How does the final rule explain "extent to which the work performed is an integral part of the employer's business?"*The Federal Trade Commission's Decision on Non-compete Agreements: impact on new and existing non-competes; treatment and definitional terms for senior executives; definition of a non-compete clause; definition of a "worker"*New Overtime Rules: exemptions from minimum wage and overtime pay requirements for executive, administrative, professional, outside sales, and computer employees; increases in the standard level and the highly compensated employee total annual compensation threshold; new mechanism allowing for the timely and efficient updating of the salary and compensation thresholds*Current status of DEI (diversity, equity and inclusion) rules | Tucker Michael J |
| 8/26/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Employer's Handbook: Health Care, Retirement and Fringe Benefit Tax Issues (Webinar) (26WS-0958)26WS-0958 | *ERISA compliance: employee welfare plans and qualified plans*Fringe benefit issues: COBRA, Family and Medical Leave Act, and new developments in health care*Health care plans: HRAs, HSAs, and other employer-sponsored plans*Qualified plan requirements: eligibility, coverage, and vesting | Peters David R. |
| 8/21/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Individual and Financial-Planning Tax Camp (Webinar) (26WS-0563)26WS-0563 | *Comprehensive coverage of the One Big Beautiful Tax Bill Act*Reading a tax return for developing client-specific tax strategies*Changes to the lifetime estate tax exemption considering proposed regulations*The net investment income tax: planning for compliance*Family income-splitting strategies that need to be considered*Income tax issues: impact on timing of other income*Selling a principal residence*Two principal residences at the same time*Use of life insurance to protect families: Whole Life Insurance, Term Life Insurance, Universal Life Insurance, and Variable Life Insurance*Using Roth IRAs and Roth contribution programs to best advantage*Conversions: do they still make sense?*Taking distributions: matching timing to client requirements*Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed*Social Security - the latest on the looming solvency crisis*Incentive Stock Options and Employee Stock Purchase Plan considerations*What to do about itemized deductions*Trans-generational planning: conversions, income, and gain-splitting*Tax benefits of HSAs and other tax-advantaged accounts*Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future*Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement*Best financial planning ideas for young people | Peters David R. |
| 6/29/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Federal Tax Update (Webinar) (26WS-0607)26WS-0607 | *Comprehensive coverage of individual provisions of the One Big Beautiful Bill Act, including but not limited to:*TCJA provisions made permanent*New Tip Income Deduction*New Overtime Pay Deduction*New Car Loan Interest Deduction*New Temporary Senior Deduction*Expanded SALT Cap*Trump Accounts *Comprehensive coverage of business provisions of the One Big Beautiful Bill Act, including but not limited to:*Bonus Depreciation made permanent*Increased Section 179 deduction*Changes toSection 174 R&E Expenditures*Changes to Section 163(j)*Form 1099/1099-K changes *Qualified Small Business Stock Exclusion *The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges and employer reporting responsibilities*Timely coverage of breaking tax legislation*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | Peters David R. |
| 7/7/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Weekly Expert Hour (Webinar) (26WS-1071)26WS-1071 | *Each week's topics will change based on the most critical issues affecting financial professionals | Tucker Michael J |
| 9/3/2026 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Weekly Expert Hour (Webinar) (26WS-0787)26WS-0787 | *Each week's topics will change based on the most critical issues affecting financial professionals | Tucker Michael J |
| 7/30/2026 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Working Remotely: Best Practices, Challenges and Opportunities (Webinar) (26WS-1009)26WS-1009 | *Technology and workstation arrangements*Maximizing productivity*Establishing procedures that can be implemented throughout the organization*Understanding the relationship between remote work and employee retention*Effective communication strategies for staying connected with colleagues and clients*The productivity challenges unique to working from home*Time management*The importance of distinguishing between the "home office" and "home"*Data privacy concerns*Other ethical considerations that arise when working from home | Cornell Jason |
| 8/27/2026 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's System and Organization Controls (SOC) Engagements (Webinar) (26WS-0564)26WS-0564 | *Purpose and organization of the Trust Services Criteria*Management assertions specific to different SOC engagement types*Intended users of SOC 1, SOC 2, and SOC 3 reports*Determination and use of materiality in SOC engagements*Criteria for considering a vendor as a subservice organization*Inclusive vs. carve-out method for subservice organizations*Service commitments and system requirements in SOC 2 engagements*Appropriate form and content of SOC reports | Ng Cory |
| 6/29/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Getting Ahead: The Art of Marketing for CPAs (Webinar) (26WS-0311)26WS-0311 | *Challenges of marketing CPA firms*Developing marketing strategy*Elements of a marketing plan*Example: CPA firm marketing plan*Marketing regulatory/AICPA issues*Picking the right marketing channels*Marketing channel statistical analysis*Developing marketing metrics | Peters David R. |
| 6/2/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Adapting to OBBBA Changes: A Strategic Review (Webinar) (26WS-0854)26WS-0854 | *Business losses*The SALT cap*Implementing Section 1202 changes*Form 1099 reporting changes*Business meals*Health care--related issues*Family and medical leave*Other crucial OBBBA provisions | Tucker Michael J |
| 8/10/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (26WS-1127)26WS-1127 | *Discussion of key individual provisions of the One Big Beautiful Bill Act, such as TCJA provisions made permanent, new tip income deduction, new overtime pay deduction, Trump accounts, and the expanded SALT cap*Comprehensive coverage of business provisions of the One Big Beautiful Bill Act, including but not limited to:*Bonus Depreciation made permanent*Increased Section 179 deduction*Changes toSection 174 R&E Expenditures*Changes to Section 163(j)*Form 1099/1099-K changes*Qualified Small Business Stock Exclusion*Excess Business Loss Limitation *Section 1244 Small Business Stock and Section 1202 Qualified Small Business Stock treatment and applicability*Principles and considerations for nonresident withholding, composite payments, and passthrough entity taxes*Partnership Distributions, Form 7217, and S Corporation Redemptions*Thinking beyondSection 163(j) -- Interest Allocation Rules, Original Issue Discount, Applicable High Yield Discount Obligations, Convertible Corporate Debt Instruments, and Debt-Financed Distributions*Timely coverage of breaking tax legislation*Selected Practice and Reporting Issues: What's new?*A review of recent cases and tax law changes and IRS guidance affecting S corporations, partnerships, limited liability companies, and limited liability partnerships*Decentralized Autonomous Organizations (DAOs) | Peters David R. |
| 9/14/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Advanced Trust Issues: A Roadmap for Success in an Increasingly Complex Area (Webinar) (26WS-0731)26WS-0731 | *Key concepts of trusts, including recent trends; best practices; jurisdiction; and ways to avoid pitfalls*Decanting*Federal estate tax exemption and remaining relevance of trusts*Irrevocable life insurance trusts*The role of family dynamics*Choice of trustee and other fiduciaries*State trust-friendly considerations*Charitable trusts*Delaware Statutory Trusts*Powers of attorney*Pet Trusts -- the emerging necessities*State, county, and local issues*Portability*QTIP issues*Creditor considerations*Potential IRA problems*Problems with re-titling assets | |
| 7/22/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's The One Big Beautiful Bill Act (OBBBA): What You Need To Know (Webinar) (26WS-1160)26WS-1160 | *The $6,000 senior deduction*The QBI deduction*Changes in the estate tax*Wagering losses*The SALT cap*Tips, overtime, and car loan interest*1099 changes*Trump Accounts*Investments in students and education*Bonus and Section 179 changes, including depreciation for qualified production property*Full expensing of domestic research and experimental expenditures*Changes in the deduction of business interest and business losses*Renewal of Opportunity Zones*Individual and corporate charitable contribution changes*Expansion of Section 1202 stock*Termination of credits for environmentally clean autos and expenditures*Many other individual and business income tax changes contained in the OBBBA | Tucker Michael J |
| 9/16/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's AI and Data Ethics in Accounting (Webinar) (26WS-0704)26WS-0704 | *Fundamental principles of AI and data ethics*Importance of ethics in AI adoption*Relevance of data ethics in accounting practices*Frameworks for ethical AI implementation*Ethical implications of AI in auditing and accounting*Maintaining independence and objectivity*Ensuring professional skepticism with AI tools*Addressing ethical dilemmas in AI-driven audits*Algorithmic bias and fairness in AI systems*Identifying and understanding algorithmic bias*Strategies to ensure fairness in AI models*Case studies on bias and fairness issues in accounting*Regulatory requirements and guidelines*Overview of national and international regulations (e.g., GDPR, HIPAA)*Compliance with ethical standards in AI use*Emerging guidelines from accounting bodies on AI ethics*Strategies for ethical AI use in accounting*Implementing ethical AI frameworks and tools*Promoting transparency, accountability, and fairness*Developing a culture of ethics in AI-enhanced accounting practices | Ng Cory |
| 7/20/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Managing Up the Ladder (Webinar) (26WS-0509)26WS-0509 | *Influence, persuasion, and power*Navigating without position power | |
| 6/23/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (26WS-0260)26WS-0260 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures*Statement on Quality Management Standards: SQMS 1, SQMS 2, and SQMS 3*Post-Implementation Review Report for revenue recognition under ASC 606 and best practices in applying ASC 606*Fraud case studies*Recently issued SASs and other AICPA activity*Recently issued PCAOB standards and SEC rulemaking activities*Other important A&A practice matters | Carney Jason W |
| 5/26/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Best Practices in Not-for-Profit Accounting and Reporting (Webinar) (26WS-0393)26WS-0393 | *The key requirements, options, and best practices seen in each of the basic financial statements*Today's core accounting and reporting requirements related to contributions and how to apply themeffectively and efficiently*How to analyze and incorporate the needs of financial statement users into a not-for-profit's financial statements and disclosures | Blanton Charles |
| 6/10/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Ethical Considerations for CPAs (Webinar) (26WS-0695)26WS-0695 | *Auditor independence and its importance to the public accounting profession*Common threats to auditor independence*AICPA's framework for assessing conflicts of interest*Unique threats related to non-attest services to attest clients*Common safeguards to help assure compliance with relevant rules and regulations | |
| 7/17/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's International Tax Challenges and Opportunities for U.S. Filers (Webinar) (26WS-0386)26WS-0386 | *Residency status for U.S. federal income tax purposes*Key provisions of U.S. income tax treaties*Overview of the taxation of income from foreign entities*Understanding Foreign Tax Credit*Identifying foreign-source and U.S.-source income*Foreign earned income and housing exclusion*Foreign informational form filing requirements | |
| 6/9/2026 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Individual and Financial-Planning Tax Camp (Webinar) (26WS-0758)26WS-0758 | *Comprehensive coverage of the One Big Beautiful Tax Bill Act*Reading a tax return for developing client-specific tax strategies*Changes to the lifetime estate tax exemption considering proposed regulations*The net investment income tax: planning for compliance*Family income-splitting strategies that need to be considered*Income tax issues: impact on timing of other income*Selling a principal residence*Two principal residences at the same time*Use of life insurance to protect families: Whole Life Insurance, Term Life Insurance, Universal Life Insurance, and Variable Life Insurance*Using Roth IRAs and Roth contribution programs to best advantage*Conversions: do they still make sense?*Taking distributions: matching timing to client requirements*Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed*Social Security - the latest on the looming solvency crisis*Incentive Stock Options and Employee Stock Purchase Plan considerations*What to do about itemized deductions*Trans-generational planning: conversions, income, and gain-splitting*Tax benefits of HSAs and other tax-advantaged accounts*Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future*Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement*Best financial planning ideas for young people | Peters David R. |
| 7/27/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Basics of Employment Law for Non-HR Professionals (Webinar) (26WS-0696)26WS-0696 | *How the application of policies and employment laws within the workplace can reduce employee complaints, and protect your company from claims of discrimination or wrongful behavior*Examining wage and pay practices, FMLA examples, and other challenging workplace questions, to insure actions are consistent with laws/policies*Key functions of employment including recruitment, interviewing and selection | |
| 7/17/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Shades Of Gray: Practicing Before The Internal Revenue Service -- Circular 230 Current State (Webinar) (26WS-0515)26WS-0515 | *Office of Professional Responsibility -- Authority and Procedures*Current status of the regulations governing tax practice before the IRS (Circular 230 Rev. 6/2014)*In depth coverage of the various Due Diligence obligations of tax professionals*Overview of other key Circular 230 provisions*Practitioner responsibilities to their clients and to the Tax Administration System*Best Practices for all tax professionals | |
| 6/24/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Features and Benefits of SEP IRAs and SIMPLE IRAs (Webinar) (26WS-0351)26WS-0351 | *The new Roth SEP IRAs and Roth SIMPLE IRAs created under SECURE Act 2.0*Key factors for choosing a retirement plan for a small business*Key questions an advisor must ask a small business owner to help determine which retirement plan is suitable for their business*Key questions an advisor must ask a small business owner to help ensure compliance with applicable rules and regulations*How SEP and SIMPLE IRAs benefit the small business owner*How SEP and SIMPLE IRAs benefit employees of small businesses*The tax benefits that help to offset the cost of employer contributions*How to determine which business is eligible to adopt a SIMPLE IRA or SEP IRA*How to determine which employees must be covered | Appleby Denise |
| 6/5/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Guide to Partner Capital Account Reporting (Webinar) (26WS-0811)26WS-0811 | *How a partner's outside basis and capital account differ*Reconciling Schedule M-2 Form 1065 with Partnership K-1 Schedule L*IRS requirement to report partner tax basis on the transactional approach*Implications if a capital account is negative*Deficit restoration accounts and qualified income offsets*Modified outside basis method and modified previously taxed capital method*Determining a partner's beginning capital account*Beginning capital account for partnerships and partners consistently reporting on the tax basis*The two types of adjustments under 754 and how 743 and 734 require different capital account presentations | Tucker Michael J |
| 8/4/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Nuts and Bolts of Cryptocurrency Taxation and 1099-DAs (Webinar) (26WS-0760)26WS-0760 | *Cryptocurrencies and their use cases*Safely interacting with cryptocurrency and NFTs (buying, selling, and storing)*Tax implications of investing in cryptocurrency, running a mining operation, using NFTs, and using cryptocurrency as a payment method*Challenges in dealing with cryptocurrency-related clients*How to handle 1099-DAs*Implications of the IRS's latest guidance on digital assets*Applying tax planning opportunities*Serving clients with cryptocurrency transactions using a tool like CoinTracker.com | Chandrasekera Shehan |
| 7/27/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (26WS-0553)26WS-0553 | *Comprehensive coverage of the One Big Beautiful Bill Act*Review of key components of President Trump's tax bill, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities*Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection*Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms*The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status*Timely coverage of breaking tax legislation*Real Estate professional requirements*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | Peters David R. |
| 6/27/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Tax Research (Webinar) (26WS-0804)26WS-0804 | *Tax code hierarchy*Organization of an Internal Revenue Code section*Special rules for IRC citation*Citing other primary authority*Private letter rulings*Primary vs. secondary authority*Secondary sources of authority*Steps in the tax research process*Research memoranda | Peters David R. |
| 8/3/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Federal Tax Update (Webinar) (26WS-0894)26WS-0894 | *Comprehensive coverage of individual provisions of the One Big Beautiful Bill Act, including but not limited to:*TCJA provisions made permanent*New Tip Income Deduction*New Overtime Pay Deduction*New Car Loan Interest Deduction*New Temporary Senior Deduction*Expanded SALT Cap*Trump Accounts *Comprehensive coverage of business provisions of the One Big Beautiful Bill Act, including but not limited to:*Bonus Depreciation made permanent*Increased Section 179 deduction*Changes toSection 174 R&E Expenditures*Changes to Section 163(j)*Form 1099/1099-K changes *Qualified Small Business Stock Exclusion *The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges and employer reporting responsibilities*Timely coverage of breaking tax legislation*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | Peters David R. |
| 8/14/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Tax and Advisory with Agentic AI (Webinar) (26WS-1146)26WS-1146 | *Agent use in transfer pricing, tax compliance automation, and M&A due diligence*Examples of agent deployment in global accounting firms*Regulatory frameworks*Governance and controls for autonomous tax tools*Strategic advisory with agent-based scenario planning | Ng Cory |
| 9/15/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Ethical Considerations for CPAs (Webinar) (26WS-0505)26WS-0505 | *Auditor independence and its importance to the public accounting profession*Common threats to auditor independence*AICPA's framework for assessing conflicts of interest*Unique threats related to non-attest services to attest clients*Common safeguards to help assure compliance with relevant rules and regulations | |
| 6/23/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Top Individual Tax Planning Strategies (Webinar) (26WS-0783)26WS-0783 | *Extension and enhancement of reduced rates and the standard deduction*The temporary senior deduction*Extension and enhancement of increased Child Tax Credit*Extension and enhancement of increased estate and gift tax exemption amounts*Contributions to ABLE accounts and benefitting from the Saver's Credit*Increased SALT deduction*Deduction for car loan interest*Using Trump Accounts*Extension and enhancement of paid family and medical leave credit*Enhancement of Adoption Credit, the dependent care assistance program and the child and dependent care tax credit*Tax credit for contributions of individuals to scholarship granting organizations*Additional expenses treated as qualified higher education expenses for purposes of 529 accounts*Individual charitable contributions*Health savings account related tax changes | Tucker Michael J |
| 7/30/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's The One Big Beautiful Bill Act (OBBBA): What You Need To Know (Webinar) (26WS-0293)26WS-0293 | *The $6,000 senior deduction*The QBI deduction*Changes in the estate tax*Wagering losses*The SALT cap*Tips, overtime, and car loan interest*1099 changes*Trump Accounts*Investments in students and education*Bonus and Section 179 changes, including depreciation for qualified production property*Full expensing of domestic research and experimental expenditures*Changes in the deduction of business interest and business losses*Renewal of Opportunity Zones*Individual and corporate charitable contribution changes*Expansion of Section 1202 stock*Termination of credits for environmentally clean autos and expenditures*Many other individual and business income tax changes contained in the OBBBA | Tucker Michael J |
| 5/29/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Tax Planning for Rental Real Estate (Webinar) (26WS-0388)26WS-0388 | *Rental activities and passive activities*Material participation*Real estate professional status*Active participation status*Depreciation recapture -- Sections 1245, 1250, and 291*Vacation homes rented out*QBI deduction and rental properties*Section 1237 safe harbor for divided parcel sales*Practitioner considerations | Peters David R. |
| 6/9/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Nuts and Bolts of Cryptocurrency Taxation and 1099-DAs (Webinar) (26WS-0574)26WS-0574 | *Cryptocurrencies and their use cases*Safely interacting with cryptocurrency and NFTs (buying, selling, and storing)*Tax implications of investing in cryptocurrency, running a mining operation, using NFTs, and using cryptocurrency as a payment method*Challenges in dealing with cryptocurrency-related clients*How to handle 1099-DAs*Implications of the IRS's latest guidance on digital assets*Applying tax planning opportunities*Serving clients with cryptocurrency transactions using a tool like CoinTracker.com | Chandrasekera Shehan |
| 6/30/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Preparing Not-for-Profit Financial Statements (Webinar) (26WS-0813)26WS-0813 | *Key requirements, options, and disclosures related to each of the basic financial statements*The reporting of functional and natural expense information*Core not-for-profit accounting requirements related to conditional and unconditional contributions, promises to give, restrictions, designations, contributed services, net assets, special events, the classification of expenses, and more | Blanton Charles |
| 8/4/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's U.S. Taxation of Foreign Corporations: A Case Study Approach (Webinar) (26WS-0913)26WS-0913 | *Understand how to approach and analyze the U.S. taxation of foreign corporations*Using an example, calculate tested income, Subpart F, and PFIC income inclusions for an individual and C corporation*Determine how much foreign tax credit can be claimed against such income inclusions*Determine how subsequent dividend distributions from the foreign corporation are taxed*Calculate capital gain on the disposition of the foreign corporation*Compare different outcomes and discuss the impact of Section 962 election*Identify basic strategies for managing tax liabilities related to foreign corporations | |
| 8/17/2026 | 8 - 11 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs (Webinar) (26WS-0716)26WS-0716 | *How and why a partnership makes a 754 election*The effect of the 754 election when an interest in a partnership is sold or inherited*How the 754 election applies when a partnership makes a distribution of property to one or more of its partners*How to make the 754 basis adjustment | Tucker Michael J |
| 7/21/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Introduction to Required Minimum Distributions (Webinar) (26WS-0429)26WS-0429 | *How SECURE Act 1.0 and SECURE Act 2.0 changed the RMD rules*What is an RMD?*Who is subject to RMDs?*The types of accounts subject to RMDs*How to calculate an RMD*How to determine if a distribution can be an RMD*How to determine which life expectancy table must be used when calculating an RMD*The rollover and transfer rules during an RMD year*IRS penalties for non-compliance with RMD regulations*Applying RMD strategies to different plan types*When RMDs can and cannot be aggregated*How to correct an RMD shortfall*How to get a waiver of the excise tax on an RMD failure*The tax implication of an RMD*How to donate an RMD tax-free*How to determine the RMD rules that apply to a beneficiary | Appleby Denise |
| 6/12/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Schedules K-2 and K-3: Filing Requirements (Webinar) (26WS-1054)26WS-1054 | *IRS goals in requiring these schedules*Detailed discussion of the domestic filing exception for 2023 tax year*Filing requirements and exceptions for every part of Schedules K-2 and K-3*Examples based on client situations encountered in practice | |
| 9/2/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Forms 7217 and 7203 (Webinar) (26WS-0847)26WS-0847 | *Tax treatment of partnership distributions to partners of cash and property other than cash*Basis of property received in a partnership distribution*Executive Order 14219 withdrawing the IRS's new regulations regarding basis shifting*Organization and structure of the new Form 7217*Who must file Form 7203*Determining the S corporation shareholder's initial basis in his or her stock*Basis limitations on partnership losses and deductions*Organization and structure of Form 7203 -- understanding the three parts of Form 7203*Filing criteria for Form 7203*Calculating an S corporation shareholder's share of S corporation deductions and credits*Understanding stock and debt basis | Tucker Michael J |
| 8/7/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business (Webinar) (26WS-0693)26WS-0693 | *Due diligence checklist items*Asset sales and stock sales and their attendant results to buyers and sellers*Section 1060 and the residual method*Selling sole proprietorships, partnerships, and corporations*Consequences of making a Section 754 election with adjustments under Sections 743(b) and 734(b)*Section 338 and Section 338(h)(10) elections*Allocating some of the purchase price of a business to personal goodwill*Partnership distributions to retiring partners under Section 736(a) and 736(b)*Consulting agreements and employment agreements as between buyers and sellers*Advantages of a C corporation having Section 1202 stock | Tucker Michael J |
| 7/17/2026 | 8 - 11 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Features and Benefits of SEP IRAs and SIMPLE IRAs (Webinar) (26WS-0449)26WS-0449 | *The new Roth SEP IRAs and Roth SIMPLE IRAs created under SECURE Act 2.0*Key factors for choosing a retirement plan for a small business*Key questions an advisor must ask a small business owner to help determine which retirement plan is suitable for their business*Key questions an advisor must ask a small business owner to help ensure compliance with applicable rules and regulations*How SEP and SIMPLE IRAs benefit the small business owner*How SEP and SIMPLE IRAs benefit employees of small businesses*The tax benefits that help to offset the cost of employer contributions*How to determine which business is eligible to adopt a SIMPLE IRA or SEP IRA*How to determine which employees must be covered | Appleby Denise |
| 6/16/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Excel Budgeting Ideas (Webinar) (26WS-0930)26WS-0930 | *Set up an in-cell drop-down list of budget methods*Change the calculations in the cells based on the selected budget method*Use names in worksheets | Lenning Jeff |
| 8/19/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Introduction to Forensic Accounting (Webinar) (26WS-1121)26WS-1121 | *Review of the different aspects of forensic accounting*The civil litigation process as it relates to forensic accounting*Litigation services provided by forensic accountants*Fraud detection and prevention*Various types of fraud*Training and certifications in forensic accounting*Forensic accounting in bankruptcy proceedings*Forensic accounting in family law proceedings*Calculating damages for use in litigation*Valuations*Ethical issues pertinent to forensic accounting | Cornell Jason |
| 9/11/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Project Management: Tips, Tricks and Traps (Webinar) (26WS-0960)26WS-0960 | *Contrasting project management with operations management*Reviewing organizational culture and how it applies to project management*The various types of project management including Agile, Scrum, Waterfall, Critical path, and others*Looking at risk management software and its application in different types of project management*Managing and leading project management stakeholders | Pulis Arthur |
| 8/21/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business (Webinar) (26WS-0262)26WS-0262 | *Due diligence checklist items*Asset sales and stock sales and their attendant results to buyers and sellers*Section 1060 and the residual method*Selling sole proprietorships, partnerships, and corporations*Consequences of making a Section 754 election with adjustments under Sections 743(b) and 734(b)*Section 338 and Section 338(h)(10) elections*Allocating some of the purchase price of a business to personal goodwill*Partnership distributions to retiring partners under Section 736(a) and 736(b)*Consulting agreements and employment agreements as between buyers and sellers*Advantages of a C corporation having Section 1202 stock | Tucker Michael J |
| 5/26/2026 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Trump Accounts Created by OBBBA: A Comprehensive Guide for Accounting and Finance Professionals (Webinar) (26WS-0526)26WS-0526 | *Establishing and administering a Trump Account*Who can make contributions to a Trump Account*Limits on contributions to a Trump Account*Employer contributions to a Trump Account*Participation in the pilot program*What a Trump Account can invest in*Basis tracking for after-tax contributions*Taxation of distributions from a Trump Account*Rolling a Trump Account into another account*The potential advantages and disadvantages of having a Trump Account*Opting out of a Trump Account*Issues impacting a Trump Account, such as distribution, when the beneficiary turns 18 | Appleby Denise |
| 6/24/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Key Current Financial and Economic Issues Facing the Financial Executive (Webinar) (26WS-0438)26WS-0438 | *Taking a strategic perspective relative to risk management and crisis management*Reviewing the impact uncertainty and risk at the operational level relative to short- and intermediate-term decision making*Determining the safety and soundness of the financial plans for your organization in an uncertain economic climate specifically as it relates to capital adequacy and strategic direction*Managing the debt and equity mix for your organization in a rapidly changing economic landscape*Determining the impact that competing in a global marketplace has on an organization and how to take steps to become more competitive globally*Evaluating the impact of federal, state, and municipal deficits and unfunded mandates as it relates to tax planning*Evaluating retirement programs with Social Security funding for your employees*Determining the safety and soundness of your credit and collections processes and selection of customers in an uncertain environment*Influencing growth through acquisition of distressed organizations*The economic way ahead for the CFO/Controller | Ryan Francis X |
| 6/15/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Surgent's Nuts and Bolts of Cryptocurrency Taxation and 1099-DAs (Webinar) (26WS-1055)26WS-1055 | *Cryptocurrencies and their use cases*Safely interacting with cryptocurrency and NFTs (buying, selling, and storing)*Tax implications of investing in cryptocurrency, running a mining operation, using NFTs, and using cryptocurrency as a payment method*Challenges in dealing with cryptocurrency-related clients*How to handle 1099-DAs*Implications of the IRS's latest guidance on digital assets*Applying tax planning opportunities*Serving clients with cryptocurrency transactions using a tool like CoinTracker.com | Chandrasekera Shehan |
| 9/2/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Management Fundamentals (Webinar) (26WS-0588)26WS-0588 | *What it takes to be effective as a manager*Exploring the challenges that get in the way*Looking at the driving forces that have evolved how managers engage with employees today*Motivating employees of multi-generations*Twelve practices that can be adopted to influence employees to become more engaged*Identifying what it takes to develop employees*Delegation and accountability | |
| 7/1/2026 | 8 - 11:30 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Preparing Not-for-Profit Financial Statements (Webinar) (26WS-1001)26WS-1001 | *Key requirements, options, and disclosures related to each of the basic financial statements*The reporting of functional and natural expense information*Core not-for-profit accounting requirements related to conditional and unconditional contributions, promises to give, restrictions, designations, contributed services, net assets, special events, the classification of expenses, and more | Blanton Charles |
| 8/27/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Data Analytics for Accountants and Financial Managers (Webinar) (26WS-0830)26WS-0830 | *Definition of data analytics and big data; challenges and goals; establishing an environment for success; governance; common uses of analytics and current examples*Behavioral forces that impact decisions; examples of inaccurate forecasts; identifying strategic measurements (KPIs); data sources*Statistical tools, including median, mode, moving average, ratio analysis, Pareto analysis, trend analysis, regression, z-score, and simulation*Software tools that are readily available and can assist in visually exploring data, expanding the scope of available data, as well as collecting, analyzing, and presenting results*Specific ideas for using data analytics for accountants and financial managers, including current examples and areas for further consideration*Lists of readings and next-level software for a participant's future reference | |
| 8/6/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Privacy and Security Training: Obligations of Confidentiality and Safekeeping (Webinar) (26WS-0232)26WS-0232 | *Obligations of confidentiality and safekeeping*Security best practices to apply beyond work*Likely causes and effects of a large-scale cyberattack*Email security best practices*Remote work security*Mobile device security*Internet of Things (IoT) risks*Public Wi-Fi risk and the importance of using a VPN*Recognizing and avoiding text message/phone call phishing*Data loss prevention (DLP) | |
| 5/19/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Where To Live in Retirement (Webinar) (26WS-0390)26WS-0390 | *Does continuing to live at the current location meet retirement goals and lifestyle?*Are there family concerns such as an elderly parent that prevent moving away from the current location?*Is the current location affordable when income from a salary ceases?*What health concerns are there that would limit the ability to move to another location?*Is an assisted living facility something that should be considered now or in the future and is a suitable one available?*What happens if a person is disabled while retired?*Are there state and local tax considerations that would encourage staying in place or moving?*Are there climate and weather concerns that would encourage a person to stay in place or move to a more desirable location?*Should a retiree downsize? | |
| 6/9/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Audits of 401(k) Plans: New Developments and Critical Issues (Webinar) (26WS-0379)26WS-0379 | *Proper planning of benefit plan audit engagements and developing audit strategy while improving overall efficiency*Common pitfalls in planning and detailed audit procedures*Changes affecting 401(k) plans, including recently issued SASs*Common mistakes as noted in peer reviews and DOL inspections | Critcher Melissa G |
| 6/9/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Excel: Mastering PivotTables (Webinar) (26WS-0303)26WS-0303 | *Explore PivotTable capabilities and functionality*Retrieve data from a database and feed it into the PivotTable*Pull web tables from web pages into Excel | Lenning Jeff |
| 6/1/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Shades Of Gray: Practicing Before The Internal Revenue Service -- Circular 230 Current State (Webinar) (26WS-0372)26WS-0372 | *Office of Professional Responsibility -- Authority and Procedures*Current status of the regulations governing tax practice before the IRS (Circular 230 Rev. 6/2014)*In depth coverage of the various Due Diligence obligations of tax professionals*Overview of other key Circular 230 provisions*Practitioner responsibilities to their clients and to the Tax Administration System*Best Practices for all tax professionals | |
| 6/8/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Assessing the Risk of Fraud in a Financial Statement Audit (Webinar) (26WS-0856)26WS-0856 | *The fraud landscape in the United States*Fraud risk procedures as updated by recently issued standards*Most likely fraud types found in small to mid-sized entities*Internal controls to prevent and detect fraud*What to do when fraud is identified or suspected*Case studies based on recent frauds*Cyber fraud schemes and how to prevent and detect them*Analytics that can be used as fraud risk procedures*Assessing the risk of grant fraud in a Single Audit | |
| 8/10/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's A Complete Guide to the Yellow Book (Webinar) (26WS-0222)26WS-0222 | *Circumstances requiring auditors to follow the Yellow Book (Government Auditing Standards or GAGAS)*Relationship of Yellow Book requirements to GAAS and single audit requirements*Auditor qualifications under the Yellow Book: independence, CPE, peer review, and related requirements*The Yellow Book requirements related to the performance of and reporting on a financial audit*Identifying and reporting findings under the Yellow Book*The Yellow Book requirements related to attestation engagements (examinations, reviews, and agreed-upon procedures) and performance audits | Blanton Charles |
| 5/18/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Annual Update for Defined Contribution Plans (Webinar) (26WS-1114)26WS-1114 | *Common risks and pitfalls associated with defined contribution plans*Nuances of the fair value disclosures*New reporting and disclosure requirements for the current year*Results of DOL Audit Quality Study | Critcher Melissa G |
| 9/10/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Taxation of Tips and Overtime Under OBBBA (Webinar) (26WS-0442)26WS-0442 | *$12,500 deduction per individual for qualified overtime pay*Payment of overtime under the Fair Labor Standards Act (FLSA)*Calculating the "premium portion" of the extra half-time pay*Social Security and Medicare withholding*Employer furnishing the record of qualified overtime compensation to employees*Definition of a qualified tip*IRS list of traditionally-tipped occupations*$25,000 deduction for reported tips*The transition rule allowing employers to indicate the approximate amount designated as tips or overtime*State tax issues relating to tips and overtime*Changes in the W-2 reflecting new employer reporting responsibilities | Tucker Michael J |
| 6/15/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (26WS-0491)26WS-0491 | *Comprehensive coverage of the One Big Beautiful Bill Act*Review of key components of President Trump's tax bill, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities*Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection*Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms*Sale of Passthrough Entity Interests and Net Investment Income Tax - analyze the tax implications of selling interests in passthrough entities, including relevant examples, and how the Net Investment Income Tax (NIIT) applies to these transactions*The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status*Timely coverage of breaking tax legislation*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 6/22/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's The Road Ahead: Critical OBBBA Changes Impacting Accounting and Finance Professionals (Webinar) (26WS-1067)26WS-1067 | *Marginal tax rates effective in 2025 and beyond*The QBI deduction*Qualified residential interest*Child Care Credit*Miscellaneous itemized deductions, including the educator deduction*Rollovers from 529 plans to ABLE accounts*Additional expenses treated as qualified higher education expenses for purposes of 529 accounts*Termination of credits for environmentally clean autos and expenditures*Other timely topics | Tucker Michael J |
| 9/3/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Auditing 401(k) Plans: Critical Issues and Annual Update (Webinar) (26WS-1046)26WS-1046 | *Key requirements of recently issued SASs*Changes affecting 401(k) plans*Audit strategy and improving overall efficiency*Common mistakes as noted in peer reviews and DOL inspections | Critcher Melissa G |
| 9/2/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Information Security and Privacy (Webinar) (26WS-0540)26WS-0540 | *Covered entities and permitted uses and disclosures*NIST framework*Threat agents and attacks*Cybersecurity risks*Threat modeling and threat landscape*Vulnerability management*Layered security and defense-in-depth*Protection of confidential data | Ng Cory |
| 6/25/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Where To Live in Retirement (Webinar) (26WS-0643)26WS-0643 | *Does continuing to live at the current location meet retirement goals and lifestyle?*Are there family concerns such as an elderly parent that prevent moving away from the current location?*Is the current location affordable when income from a salary ceases?*What health concerns are there that would limit the ability to move to another location?*Is an assisted living facility something that should be considered now or in the future and is a suitable one available?*What happens if a person is disabled while retired?*Are there state and local tax considerations that would encourage staying in place or moving?*Are there climate and weather concerns that would encourage a person to stay in place or move to a more desirable location?*Should a retiree downsize? | |
| 7/10/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (26WS-0957)26WS-0957 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services*Sample comprehensive engagement work programs for preparation, compilation and review engagements*Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations*Other communication requirements, such as sample engagement letters and management representation letters | Levine Kenneth L. |
| 8/21/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Depreciation Rules for Bonus and Section 179 Expensing (Webinar) (26WS-0408)26WS-0408 | *OBBBA permanently restores 100% bonus depreciation*Notice 2026-11 confirms existing bonus framework and availability of component elections*Qualified improvement property (QIP) is boosted by OBBBA*Qualified production property (QPP): established by OBBBA, clarified by Notice 2026-16*Definitions*Timing*Inclusions/exclusions*Third-party lease scenarios*Election mechanics*Recapture *New enlarged Section 179 ceiling limitations*OBBBA energy incentives sunset guide*179D deduction still in play*Tangible property regulations and their role in a strategic hierarchy of depreciation | Tucker Michael J |
| 6/11/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Weekly Expert Hour (Webinar) (26WS-0891)26WS-0891 | *Each week's topics will change based on the most critical issues affecting financial professionals | Tucker Michael J |
| 8/13/2026 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Understanding and Testing Control and Compliance in a Single Audit (Webinar) (26WS-1021)26WS-1021 | *The essential internal control concepts applied in single audits*How auditors obtain an understanding of controls over compliance and test the effectiveness of those controls in single audits*How auditors plan and perform tests of compliance in single audits*The identification and reporting of control and compliance findings | Blanton Charles |
| 8/28/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Schedules K-2 and K-3: Preparation of Forms (Webinar) (26WS-1065)26WS-1065 | *How to read and complete Parts II and III for Foreign Tax Credit*Understand attachment requirements in Part I*Practical tips on how to tackle Parts IV and IX for corporate partners*How to correctly fill out Part X for foreign partners*Comprehensive examples for operating, real estate rental, and investment partnerships with filled-in sample forms | |
| 9/3/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Data at 30,000 Feet: Traveling Smart with Client and Personal Information (Webinar) (26WS-0499)26WS-0499 | *CPA responsibilities for client data*Understanding the risks while traveling*Legal and regulatory landscape*CPA-specific considerations*Data protection techniques and tools*Policy and technical safeguards*Pre- and post-travel protocols*Employee education and compliance | |
| 6/22/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit (Webinar) (26WS-0703)26WS-0703 | *The 20 common law factors in a worker classification audit that are used to distinguish an employee from an independent contractor*How disgruntled independent contractors can use IRS Form 8919 against a former employer*When and how to use Section 530 as a defense in worker classification audits*What is "industry practice" for Section 530 purposes*Common sense steps that will avoid the recharacterization of workers treated as independent contractors to employees*The IRS's Voluntary Classification Settlement Program -- advantages and disadvantages*The DOL Final Rule | Tucker Michael J |
| 7/20/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's A Guide to Gig Economy Tax Issues (Webinar) (26WS-0848)26WS-0848 | *Characteristics of a gig economy*Who is an employee and who is an independent contractor?*Form 1099-NEC and reporting of non-employee compensation*Reporting on Form 1099-K*Gig workers and the requirement to pay self-employment tax throughout the year*State tax implications of remote work for the business owner and workers*How remote work creates state tax nexus*Tax implications of employee telecommuting for the employer*The "convenience of the employer" rule*Drivers of both people and of meals or other products*Section 199A deduction*Implications of the Vizcaino case | Tucker Michael J |
| 8/7/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers (Webinar) (26WS-1142)26WS-1142 | *Latest state of the economy*Expense control that works*Understanding our changing workforce and working environment*Artificial intelligence*Financial risk analysis*Enterprise risk management, including looking at AI*Improving bank relationships | Pulis Arthur |
| 9/15/2026 | 8 - 11:30 a.m. | Online | 4 CPE (2 tech, 2 non-tech) | |
| Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them (Webinar) (26WS-0776)26WS-0776 | *Overview of estate planning*The dangers of a Power of Attorney*The most important aspect of a will*Role, scope, rights, and responsibilities of an executor*Benefits of incorporating a trust*Bequests*Caring for a pet*Claims against the estate*Insurance*Consequences of poor estate planning | |
| 7/29/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding S Corporation Taxation: Shareholder Basis, AAA and Retained Earnings (Webinar) (26WS-1112)26WS-1112 | *S corporation earnings layers*Observations on earnings layers*S corporation basis calculation*IRC 351 transactions*Four loss tiers*Appreciated property distributions | Peters David R. |
| 9/10/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Governing Agentic AI: Cybersecurity, Data and Risk (Webinar) (26WS-0725)26WS-0725 | *Cyber risks: prompt injection, drift, model manipulation, data leakage*Red-teaming and simulation exercises (CSA, IBM frameworks)*Controls mapping: COSO, SOX, and NIST AI RMF*Regulatory context: GDPR, CCPA, EU AI Act, SEC guidance*Platform security discussion and comparisons | Ng Cory |
| 7/22/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Privacy and Security Training: Obligations of Confidentiality and Safekeeping (Webinar) (26WS-0945)26WS-0945 | *Obligations of confidentiality and safekeeping*Security best practices to apply beyond work*Likely causes and effects of a large-scale cyberattack*Email security best practices*Remote work security*Mobile device security*Internet of Things (IoT) risks*Public Wi-Fi risk and the importance of using a VPN*Recognizing and avoiding text message/phone call phishing*Data loss prevention (DLP) | |
| 8/20/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Succession Planning for the Small Business Owner: Finding the Exit Ramp (Webinar) (26WS-0466)26WS-0466 | *How to find unrelated buyers of a business*Maintaining control of the business succession process*Turning over the reins to family members: when to give up control*Finding the right team to sell a business*Options for selling a business to an unrelated party*Options for selling a business to family members*Options for selling a business to employees*Overcoming the emotional attachment to a business*Selling to family members for a life annuity*Using family partnerships and trusts to transfer a business | Frost Michael |
| 6/17/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Understanding Partnership Taxation: PTE Elections, 754 Elections and Selling a Partnership Interest (Webinar) (26WS-1100)26WS-1100 | *Notice 2020-75: PTE elections*What is a 754 election?*What if a 754 election is not in effect?*Tax implications of a partnership interest sale on the seller*Look-through provisions | Peters David R. |
| 9/9/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities (Webinar) (26WS-0412)26WS-0412 | *The Inflation Reduction Act of 2022*Tier 1: Basis limitations for S corporation shareholders and partners*Tier 2: Section 465 at-risk limitations for S corporation shareholders and partners, including the impact of debt, indemnities, guarantees, and shareholder/partner agreements*Tier 3: Section 469 passive loss limitations and exceptions to the limitations*Tier 4: The excess business loss limitation of the Tax Cuts and Jobs Act of 2017 (new Section 461(l)), American Rescue Plan Act, and Inflation Reduction Act | Frost Michael |
| 6/11/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (26WS-0857)26WS-0857 | *Comprehensive coverage of the One Big Beautiful Bill Act*Review of key components of President Trump's tax bill, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities*Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection*Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms*Sale of Passthrough Entity Interests and Net Investment Income Tax - analyze the tax implications of selling interests in passthrough entities, including relevant examples, and how the Net Investment Income Tax (NIIT) applies to these transactions*The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status*Timely coverage of breaking tax legislation*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 8/10/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Build an AI Agent With ChatGPT: A Hands-on Lab for Financial Professionals (Webinar) (26WS-0983)26WS-0983 | *Agentic simulation using prompt design and structured interaction*Flipped agent/user roles in ChatGPT (autonomy emulation)*Use case walkthroughs: audit Q&A bot, tax helper, financial planning agent*Risk scenarios: hallucinations, scope creep, prompt hacking*Governance, professional skepticism, and documentation best practices | Ng Cory |
| 8/26/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Hiring New Workers and Payroll Taxes (Webinar) (26WS-0363)26WS-0363 | *Form W-4*Form I-9*Form W-9*End-of-year compliance*Payroll tax returns*Unemployment insurance | Peters David R. |
| 6/5/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Adapting to OBBBA Changes: A Strategic Review (Webinar) (26WS-0221)26WS-0221 | *Business losses*The SALT cap*Implementing Section 1202 changes*Form 1099 reporting changes*Business meals*Health care--related issues*Family and medical leave*Other crucial OBBBA provisions | Tucker Michael J |
| 5/18/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Section 529 Plans: A Comprehensive Guide (Webinar) (26WS-0863)26WS-0863 | *529 plan structure, requirements, and tax treatment*Qualified education expenses, K--12 allowances, and student loan limits*Contribution rules, gift-tax interactions, and the five-year election*Distribution rules, penalties, and coordination with financial aid*State tax considerations and recapture issues*SECURE Act 2.0 529-to-Roth IRA rollover provisions*Grandparent-owned 529 plans and FAFSA implications*Multigenerational and dynasty 529 planning strategies*Common challenges, risks, and practical decision frameworks | |
| 8/10/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Individual and Financial-Planning Tax Camp (Webinar) (26WS-1081)26WS-1081 | *Comprehensive coverage of the One Big Beautiful Tax Bill Act*Reading a tax return for developing client-specific tax strategies*Changes to the lifetime estate tax exemption considering proposed regulations*The net investment income tax: planning for compliance*Family income-splitting strategies that need to be considered*Income tax issues: impact on timing of other income*Selling a principal residence*Two principal residences at the same time*Use of life insurance to protect families: Whole Life Insurance, Term Life Insurance, Universal Life Insurance, and Variable Life Insurance*Using Roth IRAs and Roth contribution programs to best advantage*Conversions: do they still make sense?*Taking distributions: matching timing to client requirements*Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed*Social Security - the latest on the looming solvency crisis*Incentive Stock Options and Employee Stock Purchase Plan considerations*What to do about itemized deductions*Trans-generational planning: conversions, income, and gain-splitting*Tax benefits of HSAs and other tax-advantaged accounts*Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future*Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement*Best financial planning ideas for young people | Peters David R. |
| 9/5/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services (Webinar) (26WS-0948)26WS-0948 | *Communicating financial results*The role of the accountant in communication*The challenges accountants face in communication*Creating better awareness of a company's financials*Behavioral biases of stakeholders*Tips for staying on-point in communication*Case study | Peters David R. |
| 8/20/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Adapting to OBBBA Changes: A Strategic Review (Webinar) (26WS-1035)26WS-1035 | *Business losses*The SALT cap*Implementing Section 1202 changes*Form 1099 reporting changes*Business meals*Health care--related issues*Family and medical leave*Other crucial OBBBA provisions | Tucker Michael J |
| 9/1/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Ethics for the Industry Accountant (Webinar) (26WS-0356)26WS-0356 | *Core values of being a CPA*Critical thinking errors as they relate to ethical dilemmas*Objectivity, professional skepticism, and subordination of judgment*Professional code of ethics and conduct*AICPA Ethics Codification*Ethics enforcement process*Impact of ethical and unethical conduct on the CPA profession*Real disciplinary cases to illustrate critical points | Ryan Francis X |
| 6/5/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Surgent's Accountability and Action (Webinar) (26WS-0741)26WS-0741 | *Defining three critical elements: responsibility, empowerment and accountability, and how they work together to create results*Designing and using clear agreements that provide clarity*Skills for holding yourself and others accountable for results, no matter what*Knowing where you are in the accountability game... what you do/don't do well | |
| 7/24/2026 | 8 - 11:30 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Defending Firms: Email Fraud, Cloud Risks, Cyber Insurance and Remote Work Security (Webinar) (26WS-1086)26WS-1086 | *Email fraud*Phishing attacks*Cloud security risks*Cyber insurance*Securing remote work environments | |
| 9/8/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's U.S. Taxation of Foreign Corporations: A Case Study Approach (Webinar) (26WS-1134)26WS-1134 | *Understand how to approach and analyze the U.S. taxation of foreign corporations*Using an example, calculate tested income, Subpart F, and PFIC income inclusions for an individual and C corporation*Determine how much foreign tax credit can be claimed against such income inclusions*Determine how subsequent dividend distributions from the foreign corporation are taxed*Calculate capital gain on the disposition of the foreign corporation*Compare different outcomes and discuss the impact of Section 962 election*Identify basic strategies for managing tax liabilities related to foreign corporations | |
| 9/14/2026 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Home Office Rules (Webinar) (26WS-0712)26WS-0712 | *Calculating the home office deduction*Actual expense method*Simplified expense method*Definition of a home for purposes of the home office deduction*Whether working-from-home employees can claim a home office deduction*What is a "separate, identifiable space?"*The "regularly and exclusively used" rule*Defining a "principal place of business"*Meeting clients, patients, and customers*More than one trade or business*Special rules that apply to daycare providers*Separate, free-standing structures*Depreciating the home | Tucker Michael J |
| 7/21/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Update on the SECURE 2.0 Act (Webinar) (26WS-0430)26WS-0430 | *Mandatory automatic enrollment for new plans*Part-time worker eligibility expansion*Higher catch-up limit to apply at age 60, 61, 62, and 63*Change in the credit for small employer pension plan startup costs*$2,000 saver's match*Changes in pooled employer plans*Multiple employer 403(b) plans*Increase in age for required beginning date for mandatory distributions*Indexing IRA catch-up limit*Treatment of student loan payments as elective deferrals for purposes of matching contributions*Application of credit for small employer pension startup costs to employers who join an existing plan*Small immediate financial incentives for contributing to a plan*Withdrawals for certain emergency expenses*Starter 401(k) plans for employers with no retirement plans*Recovery of retirement plan overpayments*Tax treatment of IRAs involved in a prohibited transaction*Clarification of substantially equal periodic payment rule | Tucker Michael J |
| 6/12/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Auditing Not-for-Profits Efficiently (Webinar) (26WS-0673)26WS-0673 | *How distinctive funding sources, different operating purposes, and lack of ownership interests affect risk assessment and planning in the audit of a not-for-profit*Key considerations and auditing procedures applied in auditing contributions, functional expenses, net assets, etc.*Frequent issues arising in audits of not-for-profits (e.g., independence concerns, communicating with those charged with governance, Yellow Book audits, single audits, etc.) | Blanton Charles |
| 7/15/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's The Americans with Disabilities Act and the Family and Medical Leave Act (Webinar) (26WS-0323)26WS-0323 | *Definitions of key terms under the FMLA, including covered employer, eligible employee, and serious health condition*Timing and types of leave under the FMLA*Calculating leave time under the FMLA*Employer and employee notice requirements*The definition of a "disability" under ADA*An employer's obligation to provide employees with a reasonable accommodation under the ADA*Guidance on engaging in the interactive process*Dos and don'ts of medical certifications*The interplay between the Americans with Disabilities Act and the Family and Medical Leave Act | McAndrew Amy |
| 6/3/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Schedules K-2 and K-3: Preparation of Forms (Webinar) (26WS-0537)26WS-0537 | *How to read and complete Parts II and III for Foreign Tax Credit*Understand attachment requirements in Part I*Practical tips on how to tackle Parts IV and IX for corporate partners*How to correctly fill out Part X for foreign partners*Comprehensive examples for operating, real estate rental, and investment partnerships with filled-in sample forms | |
| 6/25/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Food, Beverage and Entertainment Expensing (Webinar) (26WS-0532)26WS-0532 | *The 50% deduction for meals that are ordinary and necessary in carrying on a trade or business*Elimination of the temporary rules that applied for 2021 and 2022 which allowed for 100% deductibility for ordinary and necessary business-related meals*When meals are still 100% deductible*IRS rules relating to the nondeducibility of activities considered entertainment or amusement*What constitutes entertainment/amusement for tax purposes?*When employers may deduct food and beverages provided to employees*50% deductibility for occasional employee meals and for overtime meals*50% deductibility for business meals during business meetings*Business meals incurred during business travel*Invoice meals separately from entertainment | Tucker Michael J |
| 6/25/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Home Office Rules (Webinar) (26WS-0508)26WS-0508 | *Calculating the home office deduction*Actual expense method*Simplified expense method*Definition of a home for purposes of the home office deduction*Whether working-from-home employees can claim a home office deduction*What is a "separate, identifiable space?"*The "regularly and exclusively used" rule*Defining a "principal place of business"*Meeting clients, patients, and customers*More than one trade or business*Special rules that apply to daycare providers*Separate, free-standing structures*Depreciating the home | Tucker Michael J |
| 6/23/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Capital Assets: Basis and Taxation for Financial Professionals (Webinar) (26WS-0450)26WS-0450 | *Capital asset classification and basis determination*Realization vs. recognition rules and special scenarios*Disallowed losses and related limitations*Types of capital gains and losses and their tax treatment*Netting capital gains and losses*Calculating taxes on ordinary income and capital gains*Marginal vs. effective tax rates*Tax planning strategies for capital assets | |
| 6/16/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Making Sense of Essential OBBBA Provisions (Webinar) (26WS-0723)26WS-0723 | *Bonus and Section 179 depreciation*Depreciation of qualified production property*The business interest deduction*Tax on excess compensation within tax-exempt organizations*Excise tax on investment income of private colleges*ABLE accounts and the Saver's Credit*Child Tax Credit*Casualty losses*Other crucial OBBBA provisions | Tucker Michael J |
| 7/22/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Guide to Understanding the At‑Risk Basis Rules and Forms 6198 and 7203 (Webinar) (26WS-0749)26WS-0749 | *Basis and at-risk basis*How to calculate the amount of annual at-risk basis*Forms 6198 and 7203*When activities may be aggregated for at-risk purposes*Qualified nonrecourse financing | Tucker Michael J |
| 7/24/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Latest Developments in Government and Not-for-Profit Accounting and Auditing (Webinar) (26WS-0655)26WS-0655 | *Developing issues related to the Yellow Book and single audits*Key AICPA developments affecting audits of governments and not-for-profits*The implementation of GASB No. 103 on financial reporting model improvements*GASB No. 104 addressing disclosure of certain capital assets*Impacts of recently applied governmental standards, recently issued implementation guide questions, and additional GASB projects (e.g., subsequent events)*The essential disclosure requirements specific to not-for-profit organizations and strategies for enhancing clarity and value*The advantages, challenges, and best practices for effectively presenting a measure of operations | Blanton Charles |
| 7/14/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Working Remotely: Best Practices, Challenges and Opportunities (Webinar) (26WS-0676)26WS-0676 | *Technology and workstation arrangements*Maximizing productivity*Establishing procedures that can be implemented throughout the organization*Understanding the relationship between remote work and employee retention*Effective communication strategies for staying connected with colleagues and clients*The productivity challenges unique to working from home*Time management*The importance of distinguishing between the "home office" and "home"*Data privacy concerns*Other ethical considerations that arise when working from home | Cornell Jason |
| 7/15/2026 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Essential Depreciation and Expensing Update (Webinar) (26WS-0594)26WS-0594 | *New bonus depreciation and Section 179 changes under the One Big Beautiful Bill Act (OBBBA)*Resolved technical glitches for qualified improvement property*Detailed coverage of Section 179 expense elections and Section 168(k) bonus or additional first-year depreciation -- maximizing deductions, definitions, limitations, and qualified property*Sales of property and the depreciation recapture rules (Section 1245, Section 1250, unrecaptured Section 1250 gain for real estate, Section 291 for corporations)*MACRS depreciation -- finding the proper method, convention, and recovery period*Listed property and the current limitations*Amortization of startup, organization, and other expenditures*AMT depreciation adjustments and how to avoid them*Examples, cases, and rulings of depreciation and amortization issues and how they impact clients, along with useful planning opportunities | Frost Michael |
| 7/2/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Weekly Expert Hour (Webinar) (26WS-0953)26WS-0953 | *Each week's topics will change based on the most critical issues affecting financial professionals | Tucker Michael J |
| 8/20/2026 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Ethical Considerations for the CPA (Webinar) (26WS-0547)26WS-0547 | *Examine the CPA's role in today's economy*Compare similarities and differences between individual and business ethics*Explore the link between ethics, integrity and scruples*Discuss the basic attributes of ethics and professional conduct*Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct*Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues*Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers*Review CPA Independence violations by current legal case examples | Levine Kenneth L. |
| 6/26/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Surgent's Preparing C Corporation Tax Returns for New Staff and Paraprofessionals (Webinar) (26WS-0989)26WS-0989 | *Updates throughout regarding the recent HR 1, One Big Beautiful Bill Act*Preparation of a reasonably complicated Form 1120, U.S. Corporation Income Tax Return, from trial balance to completed return*The importance of Schedule M-1, including adjustments in reconciling book income to tax income and items staff may look for on all business returns*New tax planning strategies for depreciation deductions, including changes to Section 179 and first-year depreciation under Section 168(k) as a result of new tax legislation*Methods of accounting*In-depth analysis of Form 4797 dealing with depreciation recapture*Deductible expenses, including rules on meals and entertainment*Section 163(j)*Computation of tax liability*Overview of common business deductions -- deductibility and Schedule M-1*How to practically handle uniform capitalization and inventory accounting for a small manufacturing concern*And more! | Frost Michael |
| 8/26/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (Webinar) (26WS-0291)26WS-0291 | *Factors business owners should take into account when choosing a retirement plan*SIMPLE plans*Simplified employee pension plans*401(k) plans*Defined benefit plans*Ensuring eligible employees are covered*Employees' impact on choice of plan*Ongoing compliance requirements*Establishing a plan after the tax year end*Changes to safe harbor 401(k) plans*Pooled employer plans*Defined benefit plans and cash balance plans | Tucker Michael J |
| 5/29/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Section 529 Plans: A Comprehensive Guide (Webinar) (26WS-0496)26WS-0496 | *529 plan structure, requirements, and tax treatment*Qualified education expenses, K--12 allowances, and student loan limits*Contribution rules, gift-tax interactions, and the five-year election*Distribution rules, penalties, and coordination with financial aid*State tax considerations and recapture issues*SECURE Act 2.0 529-to-Roth IRA rollover provisions*Grandparent-owned 529 plans and FAFSA implications*Multigenerational and dynasty 529 planning strategies*Common challenges, risks, and practical decision frameworks | |
| 6/22/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Preparation and Compilation Engagements Under the SSARS (Webinar) (26WS-1056)26WS-1056 | *Relevant sections of SSARS No. 21, Clarification and Recodification*SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services*Proposed changes to the SSARS guidance*Comprehensive sample engagement work programs for preparation and compilation engagements*Prescribed form, specified line item, pro forma, and other engagement variations*Complete illustrations of relevant engagement letters, reporting and other required communications for preparation and compilation engagements | Levine Kenneth L. |
| 9/2/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Update on the SECURE 2.0 Act (Webinar) (26WS-0243)26WS-0243 | *Mandatory automatic enrollment for new plans*Part-time worker eligibility expansion*Higher catch-up limit to apply at age 60, 61, 62, and 63*Change in the credit for small employer pension plan startup costs*$2,000 saver's match*Changes in pooled employer plans*Multiple employer 403(b) plans*Increase in age for required beginning date for mandatory distributions*Indexing IRA catch-up limit*Treatment of student loan payments as elective deferrals for purposes of matching contributions*Application of credit for small employer pension startup costs to employers who join an existing plan*Small immediate financial incentives for contributing to a plan*Withdrawals for certain emergency expenses*Starter 401(k) plans for employers with no retirement plans*Recovery of retirement plan overpayments*Tax treatment of IRAs involved in a prohibited transaction*Clarification of substantially equal periodic payment rule | Tucker Michael J |
| 5/20/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Going Out on Your Own: Entity Types and Accounting Methods (Webinar) (26WS-0295)26WS-0295 | *Financial planning pyramid*What to consider when picking an entity*Single member LLC vs. sole proprietorship*Corporations -- S vs. C*Double taxation | Peters David R. |
| 5/29/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Defending Firms: Email Fraud, Cloud Risks, Cyber Insurance and Remote Work Security (Webinar) (26WS-0383)26WS-0383 | *Email fraud*Phishing attacks*Cloud security risks*Cyber insurance*Securing remote work environments | |
| 6/9/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Capital Assets: Basis and Taxation for Financial Professionals (Webinar) (26WS-0616)26WS-0616 | *Capital asset classification and basis determination*Realization vs. recognition rules and special scenarios*Disallowed losses and related limitations*Types of capital gains and losses and their tax treatment*Netting capital gains and losses*Calculating taxes on ordinary income and capital gains*Marginal vs. effective tax rates*Tax planning strategies for capital assets | |
| 7/8/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Real Estate Taxation: Critical Considerations (Webinar) (26WS-0428)26WS-0428 | *The impact of recent tax legislation on the real estate industry*Depreciation and recapture*Determining the basis when acquiring real estate*Passive activity losses*Calculation of gain or loss on sale of real estate*Rental operations*Installment sales | Peters David R. |
| 6/12/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's S Corporation Core Tax Issues From Formation Through Liquidation (Webinar) (26WS-0688)26WS-0688 | *What exactly is terminating S corporations, including recent rulings*Schedules K-2 and K-3 reporting requirements and filing exceptions*Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations*Shareholder changes Living Trust and causes S termination*LLCs electing S status, changing agreement could terminate election*Inherited a new client with reporting errors? What are my options?*Debt vs. equity and Section 385; Federal Express battled and won, how do we?*Are we to expect SECA tax on pass-through entities?*Shareholders losing "substance over form" argument*Basis neither increased by phantom income, nor reduced by non-deducted pass-through losses*Can I accrue expenses payable to a shareholder? Sure, but can I deduct them?*How Section 179 limitations affect S corp. basis*Comparison of liquidation of a C corporation vs. the liquidation of an S corporation*Did not timely file Form 2553? A simple method to correct*Is there a "flexible standard of law" in regard to closely held entities? | Smith Susan |
| 7/16/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Fundamentals of Public Charity Taxation and Form 990 (Webinar) (26WS-1051)26WS-1051 | *Organization and structure of Form 990*Form 990 and its various schedules*Form 990 filing requirements*The public support tests*Taxation of unrelated business income*Compensation-related reporting issues*Potential changes in the income taxation of not-for-profit organizations | Tucker Michael J |
| 9/2/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Required Minimum Distributions: Compliance and Planning (Webinar) (26WS-0539)26WS-0539 | *Minimum distribution requirement changes by the SECURE Act 2.0*Latest IRS guidance, including final regulations*The calculation of required minimum distributions using the Uniform Life Table*Required minimum distributions from multiple accounts*New Section 401(k) rules of SECURE Act 2.0*Inherited employer retirement accounts and IRAs: Changes to spousal and non-spousal beneficiary distribution options and stretch IRAs under the SECURE Act*Required minimum distributions in the year of death*Roth conversions for estate planning and avoiding required minimum distributions*Timing of distributions for maximum tax-free compounding*Section 529 rollovers to Roth accounts under SECURE Act 2.0*Qualified charitable distributions from IRAs and the relationship between deductible IRAs and QCDs under the new anti-abuse rules. Includes SECURE Act 2.0 rollovers to CRUTs and CRATs*Taxation of distributions*Penalties for missed required minimum distributions and reasonable cause for abatement of penalties. Includes SECURE Act 2.0 changes | Frost Michael |
| 6/25/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Guide and Update to Compilations, Reviews and Preparations (Webinar) (26WS-0546)26WS-0546 | *SSARS No. 21,Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23,Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22,Compilation of Pro Forma Financial Information*SSARS No. 24,Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 25,Materiality in a Review of Financial Statements and Adverse Conclusions*SSARS No. 26,Quality Management for an Engagement Conducted in Accordance with Statements on Standards for Accounting and Review Services*SSARS No. 27,Applicability of AR-C Section 70 to Financial Statements Prepared as Part of a Consulting Services Engagement*Sample comprehensive engagement work programs for preparation, compilation, and review engagements | Levine Kenneth L. |
| 6/26/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Annual FASB Update and Review (Webinar) (26WS-0399)26WS-0399 | *Private company standard-setting activities*Recent FASB Accounting Standards Updates (ASUs), including those addressing financial instruments, credit losses under ASC 326, government grants, and business combinations*Non-GAAP financial measures*ASC 842, Leases*ASC 842 final PIR report findings | Carney Jason W |
| 6/10/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Introduction to Forensic Accounting (Webinar) (26WS-0549)26WS-0549 | *Review of the different aspects of forensic accounting*The civil litigation process as it relates to forensic accounting*Litigation services provided by forensic accountants*Fraud detection and prevention*Various types of fraud*Training and certifications in forensic accounting*Forensic accounting in bankruptcy proceedings*Forensic accounting in family law proceedings*Calculating damages for use in litigation*Valuations*Ethical issues pertinent to forensic accounting | Cornell Jason |
| 6/26/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients (Webinar) (26WS-0444)26WS-0444 | *What stock options are and why they are growing in popularity*How stock options work, including the process of conveyance and vesting*How to exercise stock options and the implications from doing so*The risks associated with stock options and how to manage exposure*Tax consequences and updates regarding stock options*Strategies for selecting the best time to exercise stock options*The difference between the two types of stock options: non-qualified and incentive*The basic terminology relevant to owning and exercising options | Cornell Jason |
| 6/15/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Where To Live in Retirement (Webinar) (26WS-1164)26WS-1164 | *Does continuing to live at the current location meet retirement goals and lifestyle?*Are there family concerns such as an elderly parent that prevent moving away from the current location?*Is the current location affordable when income from a salary ceases?*What health concerns are there that would limit the ability to move to another location?*Is an assisted living facility something that should be considered now or in the future and is a suitable one available?*What happens if a person is disabled while retired?*Are there state and local tax considerations that would encourage staying in place or moving?*Are there climate and weather concerns that would encourage a person to stay in place or move to a more desirable location?*Should a retiree downsize? | |
| 9/16/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Adapting to OBBBA Changes: A Strategic Review (Webinar) (26WS-0463)26WS-0463 | *Business losses*The SALT cap*Implementing Section 1202 changes*Form 1099 reporting changes*Business meals*Health care--related issues*Family and medical leave*Other crucial OBBBA provisions | Tucker Michael J |
| 6/17/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (26WS-1024)26WS-1024 | *Comprehensive coverage of the One Big Beautiful Bill Act*Review of key components of President Trump's tax bill, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities*Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection*Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms*The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status*Timely coverage of breaking tax legislation*Real Estate professional requirements*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | Peters David R. |
| 8/31/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Recent Changes in Workplace Regulations: Overtime, Non-compete Agreements and Employee/Independent Contractor (Webinar) (26WS-0727)26WS-0727 | *Final Rule - Employee or Independent Contractor Classification Under the FLSA: the multifactor "economic reality" test; What analysis guides whether a worker is an employee or independent contractor under this final rule? Can a worker voluntarily waive employee status and choose to be classified as an independent contractor? Are any of the economic reality factors adopted in this rule more important than others when evaluating a worker's employment status? How does the final rule explain "extent to which the work performed is an integral part of the employer's business?"*The Federal Trade Commission's Decision on Non-compete Agreements: impact on new and existing non-competes; treatment and definitional terms for senior executives; definition of a non-compete clause; definition of a "worker"*New Overtime Rules: exemptions from minimum wage and overtime pay requirements for executive, administrative, professional, outside sales, and computer employees; increases in the standard level and the highly compensated employee total annual compensation threshold; new mechanism allowing for the timely and efficient updating of the salary and compensation thresholds*Current status of DEI (diversity, equity and inclusion) rules | Tucker Michael J |
| 7/22/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Schedule 1-A: Implementing Important OBBBA Deductions (Webinar) (26WS-0360)26WS-0360 | *Purpose and organization of Schedule 1-A, Form 1040*Taxpayers who can use Schedule 1-A*The relationship of Form 1040 and Schedule 1-A*Calculating modified adjusted gross income (MAGI) on Part I, Schedule 1-A*The tip deduction, calculated on Part II, Schedule 1-A*The overtime deduction, calculated on Part III, Schedule 1-A*The car loan interest deduction, calculated on Part IV, Schedule 1-A*The senior deduction, calculated on Part V, Schedule s1-A*Phase-outs at higher levels of income | Tucker Michael J |
| 6/5/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Navigating Your Client Through the IRS Appeals Process (Webinar) (26WS-1133)26WS-1133 | *Preparing a valid Appeals Protest for small case requests when tax, penalties, and interest for each period are $25,000 or less*Writing and filing a Formal Protest, including required information*Alternative Dispute Resolution options available to clients*Negotiation and time limitations*Preparing and submitting a Tax Court petition to preserve a client's rights | Phillips Deborah A |
| 9/14/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Business Writing: Professional and Effective Emails (Webinar) (26WS-0246)26WS-0246 | *Preparing to write: what is my purpose and objective and who is my audience*When email is the appropriate communication methodology and when it's not*Common email mistakes and how to avoid them*Proven techniques for writing more efficient, readable, and outcome-focused emails | |
| 5/21/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Integrated Planning, Forecasting and Budgeting for Organizational Success (Webinar) (26WS-0425)26WS-0425 | *The keys that develop a plan into an actionable document*The major difference between planning and budgeting*Strategic planning*The business plan*The people plan*The marketing plan*Capital and technology plans | Pulis Arthur |
| 6/12/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Excel Shortcuts for Accountants (Webinar) (26WS-0649)26WS-0649 | *Explore the function that sums better than the SUM function*Discover a variety of time-saving features, functions, and techniques*Learn the workaround to a major Excel pitfall | Lenning Jeff |
| 7/13/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Guide to Partner Capital Account Reporting (Webinar) (26WS-0545)26WS-0545 | *How a partner's outside basis and capital account differ*Reconciling Schedule M-2 Form 1065 with Partnership K-1 Schedule L*IRS requirement to report partner tax basis on the transactional approach*Implications if a capital account is negative*Deficit restoration accounts and qualified income offsets*Modified outside basis method and modified previously taxed capital method*Determining a partner's beginning capital account*Beginning capital account for partnerships and partners consistently reporting on the tax basis*The two types of adjustments under 754 and how 743 and 734 require different capital account presentations | Tucker Michael J |
| 6/26/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Excel Tables and Conditional Summing (Webinar) (26WS-0423)26WS-0423 | *Using the Table object to store data*Using the conditional summing function to aggregate Table data*Using the Table object to create mapping tables | Lenning Jeff |
| 6/12/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (26WS-0914)26WS-0914 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures*Statement on Quality Management Standards: SQMS 1, SQMS 2, and SQMS 3*Post-Implementation Review Report for revenue recognition under ASC 606 and best practices in applying ASC 606*Fraud case studies*Recently issued SASs and other AICPA activity*Recently issued PCAOB standards and SEC rulemaking activities*Other important A&A practice matters | Carney Jason W |
| 8/18/2026 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Current Issues in Accounting and Auditing: An Annual Update (Webinar) (26WS-0942)26WS-0942 | *Recently issued but newly implemented Accounting Standards Updates (ASUs), the PCC Update, and items on the FASB's Technical Agenda*New ASUs covering disaggregated expenses, crypto assets (e.g., cryptocurrency), and business combinations*Results and findings of the FASB's Final (Stage 3) Post-Implementation Review (PIR) Report on Topic 606*Recently issued SASs and other AICPA activity through SAS No. 149*Detailed review of the three new Statement on Quality Management Standards (SQMS 1, SQMS 2, and SQMS 3)*Other important A&A practice matters | Carney Jason W |
| 8/20/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities (Webinar) (26WS-1018)26WS-1018 | *The Inflation Reduction Act of 2022*Tier 1: Basis limitations for S corporation shareholders and partners*Tier 2: Section 465 at-risk limitations for S corporation shareholders and partners, including the impact of debt, indemnities, guarantees, and shareholder/partner agreements*Tier 3: Section 469 passive loss limitations and exceptions to the limitations*Tier 4: The excess business loss limitation of the Tax Cuts and Jobs Act of 2017 (new Section 461(l)), American Rescue Plan Act, and Inflation Reduction Act | Frost Michael |
| 8/28/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (Webinar) (26WS-0568)26WS-0568 | *Factors business owners should take into account when choosing a retirement plan*SIMPLE plans*Simplified employee pension plans*401(k) plans*Defined benefit plans*Ensuring eligible employees are covered*Employees' impact on choice of plan*Ongoing compliance requirements*Establishing a plan after the tax year end*Changes to safe harbor 401(k) plans*Pooled employer plans*Defined benefit plans and cash balance plans | Tucker Michael J |
| 6/30/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (26WS-0582)26WS-0582 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services*Sample comprehensive engagement work programs for preparation, compilation and review engagements*Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations*Other communication requirements, such as sample engagement letters and management representation letters | Levine Kenneth L. |
| 7/1/2026 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Best Practices in Not-for-Profit Accounting and Reporting (Webinar) (26WS-0448)26WS-0448 | *The key requirements, options, and best practices seen in each of the basic financial statements*Today's core accounting and reporting requirements related to contributions and how to apply themeffectively and efficiently*How to analyze and incorporate the needs of financial statement users into a not-for-profit's financial statements and disclosures | Blanton Charles |
| 6/16/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Making Sense of Essential OBBBA Provisions (Webinar) (26WS-1027)26WS-1027 | *Bonus and Section 179 depreciation*Depreciation of qualified production property*The business interest deduction*Tax on excess compensation within tax-exempt organizations*Excise tax on investment income of private colleges*ABLE accounts and the Saver's Credit*Child Tax Credit*Casualty losses*Other crucial OBBBA provisions | Tucker Michael J |
| 8/31/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's IRS Tax Examinations and Hot Issues (Webinar) (26WS-0780)26WS-0780 | *Criteria that the IRS uses to select returns for examination*Substantiation requirements for travel, charitable contributions, vehicles, meals, virtual currency considerations, and tax-related identity theft*Understanding worker classification determinations on who is an employee and who is an independent contractor*Distinguishing S corporation officer's reasonable compensation issues*How the IRS holds persons other than an employer liable for unpaid payroll taxes, a.k.a., the trust fund recovery penalty*Tax-related identity theft procedures | Peters David R. |
| 7/30/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Buying and Selling a Business: Tax and Structuring Overview (Webinar) (26WS-0458)26WS-0458 | *An overview of the beginning of the process and documents for preliminary tax planning*Recognizing the need for due diligence in acquisitions, including checklists of important points*Deemed asset sales -- Section 338 and Section 338(h)(10)*The impact of the Section 197 amortizable intangibles regulations on the acquisition and disposition of a business*Allocating purchase price for tax advantage*Planning to avoid double taxation under the repeal of the General Utilities doctrine*Special problems and opportunities when an S corporation is the buyer or seller*Installment sale and interest issues*Avoiding tax pitfalls and recognizing tax planning opportunities*Unique issues in buying and selling LLC/partnership interests*Impact of the net investment income tax (NIIT) and the Section 199A pass-through deduction on the tax due on the sale of a pass-through entity*Individually owned goodwill | Frost Michael |
| 6/16/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Assessing the Risk of Fraud in a Financial Statement Audit (Webinar) (26WS-0565)26WS-0565 | *The fraud landscape in the United States*Fraud risk procedures as updated by recently issued standards*Most likely fraud types found in small to mid-sized entities*Internal controls to prevent and detect fraud*What to do when fraud is identified or suspected*Case studies based on recent frauds*Cyber fraud schemes and how to prevent and detect them*Analytics that can be used as fraud risk procedures*Assessing the risk of grant fraud in a Single Audit | |
| 6/30/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's The Road Ahead: Critical OBBBA Changes Impacting Accounting and Finance Professionals (Webinar) (26WS-0257)26WS-0257 | *Marginal tax rates effective in 2025 and beyond*The QBI deduction*Qualified residential interest*Child Care Credit*Miscellaneous itemized deductions, including the educator deduction*Rollovers from 529 plans to ABLE accounts*Additional expenses treated as qualified higher education expenses for purposes of 529 accounts*Termination of credits for environmentally clean autos and expenditures*Other timely topics | Tucker Michael J |
| 5/22/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding Non-Compete Agreements (Webinar) (26WS-0462)26WS-0462 | *Review of the current legal and regulatory framework surrounding non-compete agreements*Enforcement of non-compete agreements from the employer's perspective*Opposing enforcement of non-compete agreements from the employee's perspective*Understanding reasonable geographic scope and time limitations for non-compete agreements*Understanding key issues that arise during enforcement and opposition to enforcement of non-compete agreements | Cornell Jason |
| 6/16/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Hiring and Firing of Employees: What You Can and Cannot Do (Webinar) (26WS-0726)26WS-0726 | *Employment at will -- what this means in a practical sense*Implied employment contracts*What a prospective employer can ask about, and test for, during employment interviews*Federal anti-discrimination rules applicable to hiring and firing*How to discipline or fire an employee and not get sued*FMLA/ADA/PWFA -- Pregnant Worker's Fairness Act*Constructive discharge -- what is it and how it affects your business? | Tucker Michael J |
| 7/22/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (26WS-0807)26WS-0807 | *Comprehensive coverage of the One Big Beautiful Bill Act*Review of key components of President Trump's tax bill, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities*Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection*Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms*The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status*Timely coverage of breaking tax legislation*Real Estate professional requirements*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | Peters David R. |
| 8/4/2026 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Ethics for Tax Professionals (Webinar) (26WS-1040)26WS-1040 | *What does practicing before the IRS mean?*Who may practice before the IRS?*What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return?*May a tax preparer rely on the work of other tax return preparers?*May a tax preparer rely on and use client-provided information?*Standards associated with giving advice to clients*Abolition of the disclaimer requirement*When must a tax preparer examine a client's books and records? | Tucker Michael J |
| 9/1/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Depreciation Rules for Bonus and Section 179 Expensing (Webinar) (26WS-1076)26WS-1076 | *OBBBA permanently restores 100% bonus depreciation*Notice 2026-11 confirms existing bonus framework and availability of component elections*Qualified improvement property (QIP) is boosted by OBBBA*Qualified production property (QPP): established by OBBBA, clarified by Notice 2026-16*Definitions*Timing*Inclusions/exclusions*Third-party lease scenarios*Election mechanics*Recapture *New enlarged Section 179 ceiling limitations*OBBBA energy incentives sunset guide*179D deduction still in play*Tangible property regulations and their role in a strategic hierarchy of depreciation | Tucker Michael J |
| 9/4/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Tax Research: Intermediate Concepts (Webinar) (26WS-0403)26WS-0403 | *Tax code hierarchy*Organization of an Internal Revenue Code section*Special rules for IRC citation*Citing other primary authorities*Private letter rulings*Primary vs. secondary authority*Secondary sources of authority*Steps in the tax research process*Research memoranda | Peters David R. |
| 6/10/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's A Guide to Nonqualified Deferred Compensation (Webinar) (26WS-0241)26WS-0241 | *The basics of nonqualified deferred compensation (NQDC)*NQDC compliance*Taxation of NQDC plans*Types of NQDC plans*Financing/funding NQDC plans*Planning strategies | |
| 5/20/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Depreciation Rules for Bonus and Section 179 Expensing (Webinar) (26WS-1130)26WS-1130 | *OBBBA permanently restores 100% bonus depreciation*Notice 2026-11 confirms existing bonus framework and availability of component elections*Qualified improvement property (QIP) is boosted by OBBBA*Qualified production property (QPP): established by OBBBA, clarified by Notice 2026-16*Definitions*Timing*Inclusions/exclusions*Third-party lease scenarios*Election mechanics*Recapture *New enlarged Section 179 ceiling limitations*OBBBA energy incentives sunset guide*179D deduction still in play*Tangible property regulations and their role in a strategic hierarchy of depreciation | Tucker Michael J |
| 9/14/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's New and Expanded Tax Benefits Associated with Section 1202: Qualified Small Business Stock (Webinar) (26WS-0346)26WS-0346 | *The graduated holding periods and the related graduated capital gain exclusions*Raising the per-issuer gain exclusion cap to $15 million*Raising the corporate-level aggregate gross asset threshold to $75 million*Qualifications for a corporation to issue Section 1202 stock*Using multiple non-grantor trusts to unlock the $15 million exclusion cap*The 10% test associated with non-operating real estate and investment securities*The 50% working capital test*The 80% test relative to an active qualified trade or business*QSBS attestation letter*Excluded businesses*Permissible businesses, including manufacturing, retailing, technology, and wholesaling*How Section 1202 applies in the context of a transfer to other taxpayers | Tucker Michael J |
| 6/4/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Agentic AI Foundations for Finance and Accounting (Webinar) (26WS-1084)26WS-1084 | *Evolution from RPA to agentic AI (PRAL cycle: perceive, reason, act, and learn)*Use cases in financial reporting and decision support*Platform overview: simulating agents with ChatGPT; enterprise examples from IBM watsonx, Microsoft Copilot, and UiPath*Global regulation: EU AI Act, U.S. Executive Order, AICPA Code of Conduct*Ethical considerations and professional skepticism in autonomous systems | Ng Cory |
| 9/8/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Achieving High Levels of Compliance and Customer Service in Your Organization (Webinar) (26WS-0394)26WS-0394 | *Why customer service is not just having nice people; it is truly serving the customer*Analysis of the value of the customer to compare it to various costs creating an ROI*How to develop a compliance program that adds value to the customer*A hard look at several companies and industries that have mastered the dual objectives*How recent developments have affected compliance and customer service | Pulis Arthur |
| 6/10/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Time Management for Professionals (Webinar) (26WS-0276)26WS-0276 | *Managing interruptions*The role of activity logs, to-do lists and a priority matrix*The psychology of time management*Staying on track of your time management plan*Controlling procrastination*Blocking out time*Creating an effective time management plan | Cornell Jason |
| 5/27/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Coaching Skills for Managers and Supervisors (Webinar) (26WS-0601)26WS-0601 | *The definition of "coaching" and the coaching process*Characteristics of effective coaches*Coaching strategies to support and assist others as they change ineffective behaviors*Conducting one-on-one coaching sessions for setting goals and improving performance | |
| 7/6/2026 | 8 - 11:30 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Individual and Financial-Planning Tax Camp (Webinar) (26WS-0455)26WS-0455 | *Comprehensive coverage of the One Big Beautiful Tax Bill Act*Reading a tax return for developing client-specific tax strategies*Changes to the lifetime estate tax exemption considering proposed regulations*The net investment income tax: planning for compliance*Family income-splitting strategies that need to be considered*Income tax issues: impact on timing of other income*Selling a principal residence*Two principal residences at the same time*Use of life insurance to protect families: Whole Life Insurance, Term Life Insurance, Universal Life Insurance, and Variable Life Insurance*Using Roth IRAs and Roth contribution programs to best advantage*Conversions: do they still make sense?*Taking distributions: matching timing to client requirements*Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed*Social Security - the latest on the looming solvency crisis*Incentive Stock Options and Employee Stock Purchase Plan considerations*What to do about itemized deductions*Trans-generational planning: conversions, income, and gain-splitting*Tax benefits of HSAs and other tax-advantaged accounts*Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future*Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement*Best financial planning ideas for young people | Peters David R. |
| 6/16/2026 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's A Complete Guide to the Yellow Book (Webinar) (26WS-0917)26WS-0917 | *Circumstances requiring auditors to follow the Yellow Book (Government Auditing Standards or GAGAS)*Relationship of Yellow Book requirements to GAAS and single audit requirements*Auditor qualifications under the Yellow Book: independence, CPE, peer review, and related requirements*The Yellow Book requirements related to the performance of and reporting on a financial audit*Identifying and reporting findings under the Yellow Book*The Yellow Book requirements related to attestation engagements (examinations, reviews, and agreed-upon procedures) and performance audits | Blanton Charles |
| 8/18/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Exploring Client Advisory Services: Tax Due Dates and Penalties -- Where Do I Need To File? (Webinar) (26WS-0519)26WS-0519 | *Estimated taxes and deadlines*Tax due dates for common returns and filings*Potential penalties and interest*Information return penalties*Penalties applicable to pass-through entities*Accuracy-related penalties*First-time abatement (FTA)*FTA eligible returns*Reasonable cause*Nexus: sales tax vs. income tax*Sales tax nexus with state specific examples*Remote work and sales tax nexus*Income tax nexus with state-specific examples*Remote work and income tax nexus*Sales factor: throwback rules | Peters David R. |
| 6/24/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Project Management: Tips, Tricks and Traps (Webinar) (26WS-0305)26WS-0305 | *Contrasting project management with operations management*Reviewing organizational culture and how it applies to project management*The various types of project management including Agile, Scrum, Waterfall, Critical path, and others*Looking at risk management software and its application in different types of project management*Managing and leading project management stakeholders | Pulis Arthur |
| 6/1/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Annual Tax-Planning Guide for S Corporations, Partnerships and LLCs (Webinar) (26WS-0864)26WS-0864 | *Update on latest cases, rulings, and regulations including the final regs*Provisions of Revenue Procedure 2022-19: Relief for S corporations*Legislative update on retirement plan changes of the SECURE Act 2.0*How to handle liabilities of LLCs*Planning opportunities and pitfalls in determining basis and amounts at risk -- recourse and nonrecourse debt issues for LLCs, and much more*Section 199A pass-through deduction planning*Partnership planning -- Structuring partnership distributions and transfers of interests*Optional basis adjustments -- Section Section 754 and 732(d)*Planning for the utilization of Section 179 and for the scheduled phase out of bonus depreciation*Basis, distribution, redemption, and liquidation issues of S corporations*Compensation in S corporations*Sale of a partnership -- the best planning concepts*What you need to know about family pass-throughs -- Estate planning, family income splitting, and compensation planning*Partnership and LLC allocations*A brief look at possible future changes to the taxation of pass-through entities*The who, what, when, where, and how of the new FinCEN BOI reporting requirements | Frost Michael |
| 8/10/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Business Writing: Professional and Effective Emails (Webinar) (26WS-0609)26WS-0609 | *Preparing to write: what is my purpose and objective and who is my audience*When email is the appropriate communication methodology and when it's not*Common email mistakes and how to avoid them*Proven techniques for writing more efficient, readable, and outcome-focused emails | |
| 7/7/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Excel Budgeting Ideas (Webinar) (26WS-0571)26WS-0571 | *Set up an in-cell drop-down list of budget methods*Change the calculations in the cells based on the selected budget method*Use names in worksheets | Lenning Jeff |
| 6/30/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Weekly Expert Hour (Webinar) (26WS-0740)26WS-0740 | *Each week's topics will change based on the most critical issues affecting financial professionals | Tucker Michael J |
| 7/23/2026 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's What Practitioners Need to Know About Estate Planning and Administering a Client's Estate (Webinar) (26WS-0230)26WS-0230 | *The federal transfer tax exemption*What constitutes a valid will*Common trust vehicles often used to safeguard assets*Consequences of intestacy*How to transfer property outside of a will*Legal treatment of marital property*Transfer of IRAs and retirement plans*Probate generally and probate for property held outside of the state of decedent's residence*When an estate tax return should be filed*Portability of the Deceased Spousal Unused Exclusion (DSUE) amount | Tucker Michael J |
| 5/19/2026 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes (Webinar) (26WS-0308)26WS-0308 | *Reasonable compensation*Fringe benefits for S corporation shareholders*Built-in gains tax*Excess passive income tax*Notice 2020-75: PTE elections | Peters David R. |
| 6/1/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Real Estate for Accounting and Finance Professionals (Webinar) (26WS-0359)26WS-0359 | *Rental income and expense calculation and reporting*Deciphering Schedule E (Form 1040)*Nuances of vacation home rules*Passive activity loss rules: foundations and implications*Active vs. material participation in rental activities*Tax reporting: how to group passive activities*Limitations on passive losses: at-risk rules and deductions*Classifying rental real estate activities*Navigating exceptions in rental real estate taxation | |
| 6/5/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Top Ten Questions from Partnership Clients Regarding the Section 754 Election (Webinar) (26WS-0652)26WS-0652 | *How does a partner compute his or her basis in a partnership?*What is the difference between a partner's inside and outside basis?*What is the difference between a partner's capital account and partner's outside basis?*How does Section 732(d) impact the buyer of a partnership interest?*How does a partnership report a Section 754 election on the partnership's tax return?*How does a partnership make a Section 754 election?*How does a partnership make a Section 743(b) adjustment?*How does a partnership make a Section 734(b) adjustment?*How is a Section 743(b) adjustment or Section 734(b) adjustment allocated to the assets of a partnership?*How is a Section 743(b) adjustment allocated within the class of ordinary income property and capital gain property? | Tucker Michael J |
| 7/13/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Latest Developments in Government and Not-for-Profit Accounting and Auditing (Webinar) (26WS-0471)26WS-0471 | *Developing issues related to the Yellow Book and single audits*Key AICPA developments affecting audits of governments and not-for-profits*The implementation of GASB No. 103 on financial reporting model improvements*GASB No. 104 addressing disclosure of certain capital assets*Impacts of recently applied governmental standards, recently issued implementation guide questions, and additional GASB projects (e.g., subsequent events)*The essential disclosure requirements specific to not-for-profit organizations and strategies for enhancing clarity and value*The advantages, challenges, and best practices for effectively presenting a measure of operations | Blanton Charles |
| 6/17/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions and Selling Shares (Webinar) (26WS-1007)26WS-1007 | *Making an S corporation election and late filing relief*Disproportionate distributions*Selling S corporation shares*Redemption rules | Peters David R. |
| 8/27/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's You've Got This: An Introduction to Yellow Book and Single Audits (Webinar) (26WS-0996)26WS-0996 | *What's included (and excluded) in a Yellow Book audit*Key qualification, performance, and reporting standards under the Yellow Book*How single audits differ from financial statement audits, plus core concepts like the SEFA, major program determination, and findings reporting*Fundamentals of testing internal controls over compliance and performing compliance testing | Blanton Charles |
| 8/26/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities (Webinar) (26WS-0225)26WS-0225 | *The Inflation Reduction Act of 2022*Tier 1: Basis limitations for S corporation shareholders and partners*Tier 2: Section 465 at-risk limitations for S corporation shareholders and partners, including the impact of debt, indemnities, guarantees, and shareholder/partner agreements*Tier 3: Section 469 passive loss limitations and exceptions to the limitations*Tier 4: The excess business loss limitation of the Tax Cuts and Jobs Act of 2017 (new Section 461(l)), American Rescue Plan Act, and Inflation Reduction Act | Frost Michael |
| 5/18/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Lessons Learned From Successful Companies (Webinar) (26WS-1091)26WS-1091 | *Creating a visionary company*Traits of successful, visionary companies*Goal setting to create a successful organization*The role of experimentation and failure in achieving success*How successful organizations emphasize learning new skills*The role of effective communication in achieving corporate success*The importance of emotional intelligence in building corporate culture*How leadership can direct a company toward success | Cornell Jason |
| 9/8/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Cannabis: A Generalized Business Viewpoint (Webinar) (26WS-0439)26WS-0439 | *An overview of current state and federal laws governing marijuana*A review of state boards of accountancy regarding marijuana*How some financial professionals are capitalizing on the marijuana industry*Providing auditing and tax services within the marijuana industry*How accountants and other financial professionals can manage risk within this industry*IRC Section 280E's prohibition of deductions involving controlled substances*A summary of various state taxation laws on marijuana*Ethical issues for accountants who work in the marijuana industry*Relevant banking regulations*Growth projections | Cornell Jason |
| 6/15/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Engagement and Client Retention Best Practices (Webinar) (26WS-0976)26WS-0976 | *Managing client expectations*How automation improves client engagement*Understanding the role of feedback systems*Seeking referrals*Building client loyalty*Customer retention marketing*Expanding services offered to clients*Knowing when it is appropriate to enter new markets | Cornell Jason |
| 8/25/2026 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Build an AI Agent With ChatGPT: A Hands-on Lab for Financial Professionals (Webinar) (26WS-0709)26WS-0709 | *Agentic simulation using prompt design and structured interaction*Flipped agent/user roles in ChatGPT (autonomy emulation)*Use case walkthroughs: audit Q&A bot, tax helper, financial planning agent*Risk scenarios: hallucinations, scope creep, prompt hacking*Governance, professional skepticism, and documentation best practices | Ng Cory |
| 7/21/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Depreciation Rules for Bonus and Section 179 Expensing (Webinar) (26WS-0798)26WS-0798 | *OBBBA permanently restores 100% bonus depreciation*Notice 2026-11 confirms existing bonus framework and availability of component elections*Qualified improvement property (QIP) is boosted by OBBBA*Qualified production property (QPP): established by OBBBA, clarified by Notice 2026-16*Definitions*Timing*Inclusions/exclusions*Third-party lease scenarios*Election mechanics*Recapture *New enlarged Section 179 ceiling limitations*OBBBA energy incentives sunset guide*179D deduction still in play*Tangible property regulations and their role in a strategic hierarchy of depreciation | Tucker Michael J |
| 8/3/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Incident Response and Case Studies in AI-powered Cybersecurity (Webinar) (26WS-0812)26WS-0812 | *Frameworks for incident response (e.g., NIST Cybersecurity Framework)*Case studies of notable AI-powered cybersecurity incidents (e.g., ransomware, data breaches)*Practical tips for financial professionals to manage crises*Post-incident analysis and lessons learned*Building organizational resilience through continuous improvement | Ng Cory |
| 8/4/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Guide and Update to Compilations, Reviews and Preparations (Webinar) (26WS-0896)26WS-0896 | *SSARS No. 21,Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23,Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22,Compilation of Pro Forma Financial Information*SSARS No. 24,Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 25,Materiality in a Review of Financial Statements and Adverse Conclusions*SSARS No. 26,Quality Management for an Engagement Conducted in Accordance with Statements on Standards for Accounting and Review Services*SSARS No. 27,Applicability of AR-C Section 70 to Financial Statements Prepared as Part of a Consulting Services Engagement*Sample comprehensive engagement work programs for preparation, compilation, and review engagements | Levine Kenneth L. |
| 8/14/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's The Essential Multistate Tax Update (Webinar) (26WS-0650)26WS-0650 | *Employees working in multiple states: Withholding issues (when to start and where to withhold) special issues depending on type of tax assessed in the state or locality*Emerging sales tax topics: Elimination of the physical presence standard in determining nexus (Wayfair case); economic nexus for remote sellers; assisting remote sellers in determining a plan of action in states that enforce economic nexus*Emerging compliance issues in the new sales tax economy*Income Tax (and other forms of tax): Economic nexus (taxation without physical presence)*Will states shift away from income tax and increase reliance on sales tax after Wayfair?*Treatment of Tax Cuts and Jobs Act by the states: presence of intangible property; is P.L. 86-272 still valid?*Pass-through problems: Nexus issues for interest owners*Treatment of the 199A deduction for pass through entities by states: Withholding issues*Practical considerations in dealing with multistate taxation: Dealing with state nexus questionnaires*When to consider voluntary compliance: Responsibility of officers, members, partners, and shareholders; planning ideas and opportunities; updates on pending federal legislation relative to state tax | Peters David R. |
| 7/13/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (26WS-0885)26WS-0885 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures*Statement on Quality Management Standards: SQMS 1, SQMS 2, and SQMS 3*Post-Implementation Review Report for revenue recognition under ASC 606 and best practices in applying ASC 606*Fraud case studies*Recently issued SASs and other AICPA activity*Recently issued PCAOB standards and SEC rulemaking activities*Other important A&A practice matters | Carney Jason W |
| 8/13/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Ethics for the Industry Accountant (Webinar) (26WS-1041)26WS-1041 | *Core values of being a CPA*Critical thinking errors as they relate to ethical dilemmas*Objectivity, professional skepticism, and subordination of judgment*Professional code of ethics and conduct*AICPA Ethics Codification*Ethics enforcement process*Impact of ethical and unethical conduct on the CPA profession*Real disciplinary cases to illustrate critical points | Ryan Francis X |
| 9/1/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Surgent's Reducing a Business Owner Client's Exposure to Social Security and Self-Employment Taxes (Webinar) (26WS-0333)26WS-0333 | *Section 1402(a)(1) exclusions from the definition of self-employment income*Application of the SE tax to members of limited liability companies*Taking a self-employed owner's health insurance deductions against self-employment tax*How using the S corporation and the MMLLC treated as a partnership can help reduce an individual's exposure to self-employment tax*How hiring a spouse and/or child helps reduce self-employment tax*Differentiating between income treated as self- employment income and income that is not self-employment income | Tucker Michael J |
| 6/3/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Ethics for the Industry Accountant (Webinar) (26WS-0814)26WS-0814 | *Core values of being a CPA*Critical thinking errors as they relate to ethical dilemmas*Objectivity, professional skepticism, and subordination of judgment*Professional code of ethics and conduct*AICPA Ethics Codification*Ethics enforcement process*Impact of ethical and unethical conduct on the CPA profession*Real disciplinary cases to illustrate critical points | Ryan Francis X |
| 8/4/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Surgent's Latest Developments in Government and Not-for-Profit Accounting and Auditing (Webinar) (26WS-0592)26WS-0592 | *Developing issues related to the Yellow Book and single audits*Key AICPA developments affecting audits of governments and not-for-profits*The implementation of GASB No. 103 on financial reporting model improvements*GASB No. 104 addressing disclosure of certain capital assets*Impacts of recently applied governmental standards, recently issued implementation guide questions, and additional GASB projects (e.g., subsequent events)*The essential disclosure requirements specific to not-for-profit organizations and strategies for enhancing clarity and value*The advantages, challenges, and best practices for effectively presenting a measure of operations | Blanton Charles |
| 7/2/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Information Security and Privacy (Webinar) (26WS-0852)26WS-0852 | *Covered entities and permitted uses and disclosures*NIST framework*Threat agents and attacks*Cybersecurity risks*Threat modeling and threat landscape*Vulnerability management*Layered security and defense-in-depth*Protection of confidential data | Ng Cory |
| 8/7/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs (Webinar) (26WS-0631)26WS-0631 | *How and why a partnership makes a 754 election*The effect of the 754 election when an interest in a partnership is sold or inherited*How the 754 election applies when a partnership makes a distribution of property to one or more of its partners*How to make the 754 basis adjustment | Tucker Michael J |
| 7/9/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Mastering Accounting for Income Taxes (Webinar) (26WS-1010)26WS-1010 | *The sources of deferred tax assets and liabilities*Calculating the deferred tax asset or liability*Reporting income-tax expense and balance sheet items*Defining, analyzing, and reporting uncertain tax positions*Classification of deferred tax assets and liabilities*Disclosure requirements*Finalized and proposed changes to ASC 740, including ASU 2023-09, CAMT, and global tax transparency initiatives | Carney Jason W |
| 8/28/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Perplexing Financial and Economic Issues for the CFO/Controller (Webinar) (26WS-1089)26WS-1089 | *Regulatory, fiscal, and monetary policies impact on the organization*Dodd-Frank Bill and impact on financial reform*Health insurance reform and the impact on the employer*Managing risk in an uncertain economic climate | Ryan Francis X |
| 9/8/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Audits of 401(k) Plans: New Developments and Critical Issues (Webinar) (26WS-0855)26WS-0855 | *Proper planning of benefit plan audit engagements and developing audit strategy while improving overall efficiency*Common pitfalls in planning and detailed audit procedures*Changes affecting 401(k) plans, including recently issued SASs*Common mistakes as noted in peer reviews and DOL inspections | Critcher Melissa G |
| 8/10/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Ethics for Tax Professionals (Webinar) (26WS-0822)26WS-0822 | *What does practicing before the IRS mean?*Who may practice before the IRS?*What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return?*May a tax preparer rely on the work of other tax return preparers?*May a tax preparer rely on and use client-provided information?*Standards associated with giving advice to clients*Abolition of the disclaimer requirement*When must a tax preparer examine a client's books and records? | Tucker Michael J |
| 8/5/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Incredible Leadership Transformations in Accounting: Ways to Improve Leadership and Communication (Webinar) (26WS-0320)26WS-0320 | *Explore the tenets of exemplary leadership which are requirements for highly effective leaders who achieve results and are respected by team members, peers, and other leaders*Review key practices that recognize and build on leadership strengths to create a team environment that is productive, profitable, strengthens team members' morale, and fosters positive energy in the work climate*Examine SMART goals to inspire teams to tackle tough challenges and help team members reach and exceed their potential*Review conflict management techniques to minimize negative attitudes and foster win/win resolutions for team members | |
| 6/2/2026 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Leveraging AI for Data Analytics in Accounting (Webinar) (26WS-0415)26WS-0415 | *Transforming data analytics with AI*Understanding the impact of AI on data analytics processes*How AI enhances data accuracy, efficiency, and decision-making*AI tools and techniques for data analysis*Overview of AI-powered data analytics tools*Techniques for improving data analysis accuracy and efficiency with AI*Integrating AI into existing data analytics workflows*Case studies on AI implementations for data analytics*Success stories of AI-driven data analytics in accounting*Challenges and lessons learned from AI integration*Measuring the ROI of AI in data analytics*Developing AI-powered data analytics skills*Hands-on lab sessions using AI tools (e.g., ChatGPT, Excel)*Practical exercises in filtering, sorting, summarizing, and visualizing data*Applying AI insights to optimize data-driven decision making in accounting | Ng Cory |
| 6/11/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services (Webinar) (26WS-0735)26WS-0735 | *Communicating financial results*The role of the accountant in communication*The challenges accountants face in communication*Creating better awareness of a company's financials*Behavioral biases of stakeholders*Tips for staying on-point in communication*Case study | Peters David R. |
| 7/23/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Foundations of Cybersecurity for Financial Professionals (Webinar) (26WS-0859)26WS-0859 | *Financial professionals' roles in cybersecurity risk management*Foundational terminology and principles (e.g., risk management, threat actors)*Real-world case studies of cybersecurity strategies in financial settings*Integrating cybersecurity into financial reporting and compliance*Understanding the dynamic cybersecurity threat environment | Ng Cory |
| 8/10/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Industry Accountant Key Performance Metrics (Webinar) (26WS-0343)26WS-0343 | *Key tools used by businesses and financial professionals across the globe to measure performance*Detailed, real-world examples of businesses utilizing these tools | Ryan Francis X |
| 6/4/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Introduction to Forensic Accounting (Webinar) (26WS-0656)26WS-0656 | *Review of the different aspects of forensic accounting*The civil litigation process as it relates to forensic accounting*Litigation services provided by forensic accountants*Fraud detection and prevention*Various types of fraud*Training and certifications in forensic accounting*Forensic accounting in bankruptcy proceedings*Forensic accounting in family law proceedings*Calculating damages for use in litigation*Valuations*Ethical issues pertinent to forensic accounting | Cornell Jason |
| 7/14/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Yellow Book and Single Audits: How to Stay in Good Graces and Out of Bad Places with Your Peer Reviewer (Webinar) (26WS-0954)26WS-0954 | *The key requirements and audit areas that peer reviewers focus on when reviewing Yellow Book and single audit engagements*Avoiding common pitfalls seen in Yellow Book and single audits*How to improve your performance on Yellow Book and single audits while staying in good graces with your peer reviewer | Blanton Charles |
| 8/20/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Lessons Learned From Recent Accounting Malpractice Actions (Webinar) (26WS-0868)26WS-0868 | *Common instances of accounting malpractice*Current claim trends*Frequent defenses to claims*Statute of limitations*Damages*Claims by practice area | Cornell Jason |
| 8/11/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 1 Ethics |
| Surgent's The One Big Beautiful Bill Act (OBBBA): What You Need To Know (Webinar) (26WS-0387)26WS-0387 | *The $6,000 senior deduction*The QBI deduction*Changes in the estate tax*Wagering losses*The SALT cap*Tips, overtime, and car loan interest*1099 changes*Trump Accounts*Investments in students and education*Bonus and Section 179 changes, including depreciation for qualified production property*Full expensing of domestic research and experimental expenditures*Changes in the deduction of business interest and business losses*Renewal of Opportunity Zones*Individual and corporate charitable contribution changes*Expansion of Section 1202 stock*Termination of credits for environmentally clean autos and expenditures*Many other individual and business income tax changes contained in the OBBBA | Tucker Michael J |
| 6/9/2026 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Controllership Skills Update: Risk Management (Webinar) (26WS-0637)26WS-0637 | *Rethinking Risk Management: *Historic view*Challenges*Rules*Recent lessons*Required skills*Sources of Risk: *Economy*Competitors*Operations*Investments*Strategy*Compensation*Routine practices*Unethical behavior.*Enterprise Risk Management (ERM): *Defining ERM*Areas of focus*Implementation*Planning for disasters*Business continuity*Contingencies*Analytical Tools: *Post-completion evaluations*Simulation*Z-score*Hedging*Brainstorming*Mind mapping*Delphi technique | |
| 7/10/2026 | 12 - 2 p.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| Surgent's A Complete Guide to the Yellow Book (Webinar) (26WS-0516)26WS-0516 | *Circumstances requiring auditors to follow the Yellow Book (Government Auditing Standards or GAGAS)*Relationship of Yellow Book requirements to GAAS and single audit requirements*Auditor qualifications under the Yellow Book: independence, CPE, peer review, and related requirements*The Yellow Book requirements related to the performance of and reporting on a financial audit*Identifying and reporting findings under the Yellow Book*The Yellow Book requirements related to attestation engagements (examinations, reviews, and agreed-upon procedures) and performance audits | Blanton Charles |
| 6/24/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Adapting to OBBBA Changes: A Strategic Review (Webinar) (26WS-0336)26WS-0336 | *Business losses*The SALT cap*Implementing Section 1202 changes*Form 1099 reporting changes*Business meals*Health care--related issues*Family and medical leave*Other crucial OBBBA provisions | Tucker Michael J |
| 6/4/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties (Webinar) (26WS-0659)26WS-0659 | *How to determine when an individual is subject to an RMD*Coverage of RMD changes under SECURE Act 2.0*What is the required minimum distribution for an account owner?*What is the required minimum distribution for a beneficiary IRA?*Key explanations of RMD regulations*The types of accounts that are subject to the RMD rules*The parties that are subject to the RMD rules*Exceptions and special considerations for RMDs*Rollover and transfer rules in an RMD year*The various responsibilities of interested parties*Qualified charitable distributions and how they are coordinated with RMDs and IRA contributions*How the 10-year rule works for beneficiaries | Appleby Denise |
| 7/14/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Current Issues in Accounting and Auditing: An Annual Update (Webinar) (26WS-0662)26WS-0662 | *Recently issued but newly implemented Accounting Standards Updates (ASUs), the PCC Update, and items on the FASB's Technical Agenda*New ASUs covering disaggregated expenses, crypto assets (e.g., cryptocurrency), and business combinations*Results and findings of the FASB's Final (Stage 3) Post-Implementation Review (PIR) Report on Topic 606*Recently issued SASs and other AICPA activity through SAS No. 149*Detailed review of the three new Statement on Quality Management Standards (SQMS 1, SQMS 2, and SQMS 3)*Other important A&A practice matters | Carney Jason W |
| 7/15/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Understanding S Corporation Taxation: Shareholder Basis, AAA and Retained Earnings (Webinar) (26WS-0476)26WS-0476 | *S corporation earnings layers*Observations on earnings layers*S corporation basis calculation*IRC 351 transactions*Four loss tiers*Appreciated property distributions | Peters David R. |
| 6/17/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Employer's Handbook: Legal, Tax and Health Care Issues (Webinar) (26WS-0782)26WS-0782 | *Hiring and firing issues -- What questions cannot be asked in an interview; how to document employee performance; establishing an annual review system; when an employer may and may not fire an employee, and much more*Employment contracts -- An analysis of the legal and planning issues in structuring employment contracts; when noncompetition agreements will and will not work*Employment issues in the economy -- Telecommuters and other special situations*Legal liability issues -- Recognition of age discrimination, sex discrimination, FLSA issues, minimum wage, overtime, sexual harassment, and more*Fringe benefit issues -- COBRA, Family and Medical Leave Act, and new developments in health care*Medical plans -- Who is a full-time employee? | Peters David R. |
| 7/30/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Top Business Tax Planning Strategies (Webinar) (26WS-0419)26WS-0419 | *Lower marginal tax rates made permanent*New, more generous depreciation rules for bonus and Section 179*Qualified production property and bonus depreciation*Full expensing of domestic research and experimental expenditures*Rev. Proc. 2025-28 and options for small taxpayers*Taking advantage of the QBI deduction*Taking advantage of the SALT cap and the pass-through entity tax*Form 1099 reporting changes*Deducting business interest and business losses*Taking advantage of the new Section 1202 tax regime | Tucker Michael J |
| 6/12/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Key Current Financial and Economic Issues Facing the Financial Executive (Webinar) (26WS-0536)26WS-0536 | *Taking a strategic perspective relative to risk management and crisis management*Reviewing the impact uncertainty and risk at the operational level relative to short- and intermediate-term decision making*Determining the safety and soundness of the financial plans for your organization in an uncertain economic climate specifically as it relates to capital adequacy and strategic direction*Managing the debt and equity mix for your organization in a rapidly changing economic landscape*Determining the impact that competing in a global marketplace has on an organization and how to take steps to become more competitive globally*Evaluating the impact of federal, state, and municipal deficits and unfunded mandates as it relates to tax planning*Evaluating retirement programs with Social Security funding for your employees*Determining the safety and soundness of your credit and collections processes and selection of customers in an uncertain environment*Influencing growth through acquisition of distressed organizations*The economic way ahead for the CFO/Controller | Ryan Francis X |
| 6/25/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Surgent's Individual and Financial-Planning Tax Camp (Webinar) (26WS-0849)26WS-0849 | *Comprehensive coverage of the One Big Beautiful Tax Bill Act*Reading a tax return for developing client-specific tax strategies*Changes to the lifetime estate tax exemption considering proposed regulations*The net investment income tax: planning for compliance*Family income-splitting strategies that need to be considered*Income tax issues: impact on timing of other income*Selling a principal residence*Two principal residences at the same time*Use of life insurance to protect families: Whole Life Insurance, Term Life Insurance, Universal Life Insurance, and Variable Life Insurance*Using Roth IRAs and Roth contribution programs to best advantage*Conversions: do they still make sense?*Taking distributions: matching timing to client requirements*Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed*Social Security - the latest on the looming solvency crisis*Incentive Stock Options and Employee Stock Purchase Plan considerations*What to do about itemized deductions*Trans-generational planning: conversions, income, and gain-splitting*Tax benefits of HSAs and other tax-advantaged accounts*Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future*Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement*Best financial planning ideas for young people | Peters David R. |
| 8/7/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's The One Big Beautiful Bill Act (OBBBA): What You Need To Know (Webinar) (26WS-0840)26WS-0840 | *The $6,000 senior deduction*The QBI deduction*Changes in the estate tax*Wagering losses*The SALT cap*Tips, overtime, and car loan interest*1099 changes*Trump Accounts*Investments in students and education*Bonus and Section 179 changes, including depreciation for qualified production property*Full expensing of domestic research and experimental expenditures*Changes in the deduction of business interest and business losses*Renewal of Opportunity Zones*Individual and corporate charitable contribution changes*Expansion of Section 1202 stock*Termination of credits for environmentally clean autos and expenditures*Many other individual and business income tax changes contained in the OBBBA | Tucker Michael J |
| 8/6/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Strategies for Maximizing Social Security Benefits (Webinar) (26WS-0237)26WS-0237 | *Eligibility rules for retirement, spousal, divorced spouse, survivor, and family benefits*Understanding the new age of deemed filing*How dual entitlement is calculated and how it affects benefit outcomes*Key factors in deciding when to claim Social Security benefits*Coordinating work and benefits, including the earnings test and its effect on income*Managing Social Security to maximize after-tax cash flow, avoid higher Medicare premiums, and protect the survivor*Updates related to recent legislation, including the SSFA and the OBBBA | |
| 5/19/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings (Webinar) (26WS-1036)26WS-1036 | *Coverage of applicable rules from SECURE Act 2.0*The 10% penalty*Net unrealized appreciation of employer securities*Roth IRA conversions*Rollovers and the limitations*Direct rollovers vs indirect rollovers, and tax withholding*Beneficiary portability rules*When a Roth IRA distribution is qualified to be tax-free*Excess contributions and the 6% excise tax | Appleby Denise |
| 9/1/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (26WS-0288)26WS-0288 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures*Statement on Quality Management Standards: SQMS 1, SQMS 2, and SQMS 3*Post-Implementation Review Report for revenue recognition under ASC 606 and best practices in applying ASC 606*Fraud case studies*Recently issued SASs and other AICPA activity*Recently issued PCAOB standards and SEC rulemaking activities*Other important A&A practice matters | Carney Jason W |
| 5/29/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Ethical Considerations for the CPA (Webinar) (26WS-0234)26WS-0234 | *Examine the CPA's role in today's economy*Compare similarities and differences between individual and business ethics*Explore the link between ethics, integrity and scruples*Discuss the basic attributes of ethics and professional conduct*Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct*Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues*Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers*Review CPA Independence violations by current legal case examples | Levine Kenneth L. |
| 5/19/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Surgent's Annual Accounting and Auditing Update (Webinar) (26WS-0555)26WS-0555 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures*Statement on Quality Management Standards: SQMS 1, SQMS 2, and SQMS 3*Post-Implementation Review Report for revenue recognition under ASC 606 and best practices in applying ASC 606*Fraud case studies*Recently issued SASs and other AICPA activity*Recently issued PCAOB standards and SEC rulemaking activities*Other important A&A practice matters | Carney Jason W |
| 6/29/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Artificial Intelligence for Accounting and Finance Professionals (Webinar) (26WS-0982)26WS-0982 | *What artificial intelligence is and how it differs from automation*Current AI technologies: generative AI, large language models (LLMs), and machine learning*How AI enhances accounting financial analysis, auditing, tax compliance, and client advisory services*Risks and limitations of AI: bias, data integrity, and over-reliance on automation*Data governance, security, and privacy in AI-enabled systems*Case studies of how accounting firms and finance teams are implementing AI today*Future skills for accounting and finance professionals in an AI-driven environment | Cornell Jason |
| 8/26/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them (Webinar) (26WS-1103)26WS-1103 | *Overview of estate planning*The dangers of a Power of Attorney*The most important aspect of a will*Role, scope, rights, and responsibilities of an executor*Benefits of incorporating a trust*Bequests*Caring for a pet*Claims against the estate*Insurance*Consequences of poor estate planning | |
| 9/9/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Auditing Not-for-Profits Efficiently (Webinar) (26WS-1057)26WS-1057 | *How distinctive funding sources, different operating purposes, and lack of ownership interests affect risk assessment and planning in the audit of a not-for-profit*Key considerations and auditing procedures applied in auditing contributions, functional expenses, net assets, etc.*Frequent issues arising in audits of not-for-profits (e.g., independence concerns, communicating with those charged with governance, Yellow Book audits, single audits, etc.) | Blanton Charles |
| 9/2/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's The AI-augmented Professional: Practical Tools, Real Risks and Immediate Use Cases (Webinar) (26WS-0566)26WS-0566 | *Explore from the history of automation to the current landscape of large language models (LLMs) and generative tools to demystify the technology*Free, accessible apps to enterprise-grade solutions and specialized accounting software tailored for tax, audit, and advisory workflows*Ethical obligations and professional standards that govern AI use, including data privacy, client confidentiality, and the management of "hallucinations" or inaccuracies*Through specific use cases and prompting demonstrations, understand how to use AI to draft complex communications, summarize research, optimize Excel workflows, and enhance client advisory services | |
| 6/30/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (26WS-0877)26WS-0877 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services*Sample comprehensive engagement work programs for preparation, compilation and review engagements*Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations*Other communication requirements, such as sample engagement letters and management representation letters | Levine Kenneth L. |
| 8/12/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues (Webinar) (26WS-0310)26WS-0310 | *Discuss how productivity strategies may improve work-life balance*Understand the state tax consequences that may arise when working from home*Identify and discuss challenges unique to financial professionals*Review how some organizations are providing support to improve work-life balance*Explore the role of alternative work arrangements*Examine challenges unique to auditors versus tax professionals*A comparison of work-life balance between public and industry accountants*How work-family conflict varies among financial professionals*Recommendations for improving work-life balance | Cornell Jason |
| 6/1/2026 | 12 - 2 p.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| Surgent's Tax Research (Webinar) (26WS-1045)26WS-1045 | *Tax code hierarchy*Organization of an Internal Revenue Code section*Special rules for IRC citation*Citing other primary authority*Private letter rulings*Primary vs. secondary authority*Secondary sources of authority*Steps in the tax research process*Research memoranda | Peters David R. |
| 9/1/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Unique Tax Attributes of Different Entity Types (Webinar) (26WS-1104)26WS-1104 | *Considerations for a small business owner*Self-employment taxes*Guaranteed payments to partners*QBI deductions: Section 199A*Built-in gains tax: S corporations*Excess passive income tax: S corporations*PTE elections: S corporations and partnerships*Taxation of fringe benefits: S corporations*Double taxation of C corporation dividends*Taxation of limited liability companies*Which entity to choose? | Peters David R. |
| 9/10/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Six Common Barriers to Investment Success (Webinar) (26WS-1049)26WS-1049 | *Availability bias*Herding*Loss aversion*Present bias*Anchoring*Home country bias | |
| 9/2/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (26WS-0487)26WS-0487 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures*Statement on Quality Management Standards: SQMS 1, SQMS 2, and SQMS 3*Post-Implementation Review Report for revenue recognition under ASC 606 and best practices in applying ASC 606*Fraud case studies*Recently issued SASs and other AICPA activity*Recently issued PCAOB standards and SEC rulemaking activities*Other important A&A practice matters | Carney Jason W |
| 6/20/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Mastering Accounting for Income Taxes (Webinar) (26WS-1150)26WS-1150 | *The sources of deferred tax assets and liabilities*Calculating the deferred tax asset or liability*Reporting income-tax expense and balance sheet items*Defining, analyzing, and reporting uncertain tax positions*Classification of deferred tax assets and liabilities*Disclosure requirements*Finalized and proposed changes to ASC 740, including ASU 2023-09, CAMT, and global tax transparency initiatives | Carney Jason W |
| 9/16/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Audit Skills Training Level 2: Preparing for Increasing Responsibilities in Public Accounting -- Part 1 (Webinar) (26WS-0941)26WS-0941 | *Day 1: Auditing accounts receivable; Physical inventory observations; Sampling fundamentals; Assessing fraud risk in a financial statement audit*Day 2: Auditing common investments; Financial statement fundamentals; SSARS refresher and attestation engagement overview; Analytical procedures fundamentals | |
| 8/20/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's IRS Tax Examinations and Hot Issues (Webinar) (26WS-0621)26WS-0621 | *Criteria that the IRS uses to select returns for examination*Substantiation requirements for travel, charitable contributions, vehicles, meals, virtual currency considerations, and tax-related identity theft*Understanding worker classification determinations on who is an employee and who is an independent contractor*Distinguishing S corporation officer's reasonable compensation issues*How the IRS holds persons other than an employer liable for unpaid payroll taxes, a.k.a., the trust fund recovery penalty*Tax-related identity theft procedures | Peters David R. |
| 7/8/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Privacy and Security Training: Obligations of Confidentiality and Safekeeping (Webinar) (26WS-1156)26WS-1156 | *Obligations of confidentiality and safekeeping*Security best practices to apply beyond work*Likely causes and effects of a large-scale cyberattack*Email security best practices*Remote work security*Mobile device security*Internet of Things (IoT) risks*Public Wi-Fi risk and the importance of using a VPN*Recognizing and avoiding text message/phone call phishing*Data loss prevention (DLP) | |
| 9/16/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Annual FASB Update and Review (Webinar) (26WS-1003)26WS-1003 | *Private company standard-setting activities*Recent FASB Accounting Standards Updates (ASUs), including those addressing financial instruments, credit losses under ASC 326, government grants, and business combinations*Non-GAAP financial measures*ASC 842, Leases*ASC 842 final PIR report findings | Carney Jason W |
| 8/27/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Preparing and Writing Findings in Yellow Book and Single Audits (Webinar) (26WS-0686)26WS-0686 | *The types of audit findings reported in Yellow Book and single audit engagements*The finding elements required by the GAO and OMB standards*Where audit findings get communicated in the reporting process | Blanton Charles |
| 7/16/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Handbook for Mastering Basis, Distributions and Loss Limitation Issues for S Corporations, LLCs and Partnerships (Webinar) (26WS-0628)26WS-0628 | *Timely coverage of breaking tax legislation*Applicable coverage of any basis considerations within any recent tax legislation*Passthrough basis calculations required as attachments to certain individual returns*Executor's form for disclosing basis in certain distributed property; what about the basis of a property distribution from a trust?*How Section 179 limitations affect basis and how tax-benefit rule is applied*Basis implications of personal assets converted to business use*How to calculate basis of inherited qualified and joint tenancy property*Tax basis capital account reporting requirements*S corporations: Beware of final IRS regulations regarding "open debt"; determine how to calculate basis; worksheets are included; understand the effect of stock basis and debt basis and IRS's recent focus on "at-risk basis" for shareholders; recognize how AAA applies or doesn't apply to S corporations; learn to apply the complex basis ordering rules and special elections that can have a big tax result; discuss loss limitation rules in depth; when you can have a taxable dividend in an S corporation; understand distributions of cash and property; understand the post-termination transition rules, and temporary post-termination rules for eligible corporations, which will be important for S corps returning to C corps*LLCs and partnerships: Learn the detailed rules of Section 704 for preventing the shifting of tax consequences among partners or members; learn to calculate basis under Section 704 & for "at-risk" under Section 465; recognize how recourse, nonrecourse, and qualified nonrecourse debt can create significantly different tax results; learn the difference between basis and "at-risk basis"; review Section 754 step-up in basis rules; the economic effect equivalence test or "dumb-but-lucky" rule; learn to apply the complex rules of distribution of cash vs. property, and the basis treatment of charitable contributions and foreign taxes paid | Frost Michael |
| 7/9/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Required Minimum Distributions: Compliance and Planning (Webinar) (26WS-0873)26WS-0873 | *Minimum distribution requirement changes by the SECURE Act 2.0*Latest IRS guidance, including final regulations*The calculation of required minimum distributions using the Uniform Life Table*Required minimum distributions from multiple accounts*New Section 401(k) rules of SECURE Act 2.0*Inherited employer retirement accounts and IRAs: Changes to spousal and non-spousal beneficiary distribution options and stretch IRAs under the SECURE Act*Required minimum distributions in the year of death*Roth conversions for estate planning and avoiding required minimum distributions*Timing of distributions for maximum tax-free compounding*Section 529 rollovers to Roth accounts under SECURE Act 2.0*Qualified charitable distributions from IRAs and the relationship between deductible IRAs and QCDs under the new anti-abuse rules. Includes SECURE Act 2.0 rollovers to CRUTs and CRATs*Taxation of distributions*Penalties for missed required minimum distributions and reasonable cause for abatement of penalties. Includes SECURE Act 2.0 changes | Frost Michael |
| 8/11/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (26WS-0268)26WS-0268 | *Discussion of key individual provisions of the One Big Beautiful Bill Act, such as TCJA provisions made permanent, new tip income deduction, new overtime pay deduction, Trump accounts, and the expanded SALT cap*Comprehensive coverage of business provisions of the One Big Beautiful Bill Act, including but not limited to:*Bonus Depreciation made permanent*Increased Section 179 deduction*Changes toSection 174 R&E Expenditures*Changes to Section 163(j)*Form 1099/1099-K changes*Qualified Small Business Stock Exclusion*Excess Business Loss Limitation *Section 1244 Small Business Stock and Section 1202 Qualified Small Business Stock treatment and applicability*Principles and considerations for nonresident withholding, composite payments, and passthrough entity taxes*Partnership Distributions, Form 7217, and S Corporation Redemptions*Thinking beyondSection 163(j) -- Interest Allocation Rules, Original Issue Discount, Applicable High Yield Discount Obligations, Convertible Corporate Debt Instruments, and Debt-Financed Distributions*Timely coverage of breaking tax legislation*Selected Practice and Reporting Issues: What's new?*A review of recent cases and tax law changes and IRS guidance affecting S corporations, partnerships, limited liability companies, and limited liability partnerships*Decentralized Autonomous Organizations (DAOs) | Peters David R. |
| 5/27/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Succession Planning for the Small Business Owner: Finding the Exit Ramp (Webinar) (26WS-0290)26WS-0290 | *How to find unrelated buyers of a business*Maintaining control of the business succession process*Turning over the reins to family members: when to give up control*Finding the right team to sell a business*Options for selling a business to an unrelated party*Options for selling a business to family members*Options for selling a business to employees*Overcoming the emotional attachment to a business*Selling to family members for a life annuity*Using family partnerships and trusts to transfer a business | Frost Michael |
| 5/29/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Ensure Your Accounting Team Is Operating at Peak Performance Through Engagement and Motivation (Webinar) (26WS-0227)26WS-0227 | *Increase productivity and profitability*Communicate better and resolve conflict*Learn teamwork principles in today's changing accounting workplace*Motivate yourself and your team | |
| 5/18/2026 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Partnership and LLC Core Tax Issues From Formation Through Liquidation (Webinar) (26WS-0801)26WS-0801 | *Reporting requirements for Schedules K-2 and K-3*Capital account reportingrequirements*Schedule K-1 reporting forSection 743 adjustments*Schedule K-1 reporting forSection 704 gains and losses*Comprehensive case on partnership/partner application of the business interest deduction*Section 704(b) basis versus tax basis for capital accounts*Detailed rules of Section 704 for preventing the shifting of tax consequences among partners or members*Unreasonable uses of the traditional and curative allocation methods*Layers of Section 704(c) allocations*Treatment of recourse versus nonrecourse debt basis*How to calculate basis limitations and the implications on each partner's own tax return*How Section 179 limitations affect partnership/LLC basis*Regulations for handling basis step-ups under Section 754 elections and mandatory adjustments under Section 743 and Section 734 for partnerships that have not made a Section 754 election*Subsequent contributions of property with Section 754 adjusted basis to another partnership or corporation*Capital account adjustments in connection with admission of new members*Special allocations and substantial economic effect*LLCs and self-employment tax to members*Distributions -- current or liquidating, cash or property, and the substituted basis rule*Termination and liquidation of an LLC | Smith Susan |
| 8/3/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality (Webinar) (26WS-0823)26WS-0823 | *AICPA's Enhancing Audit Quality initiative*Recent revisions to Quality Management standards*Feedback from peer reviews, including areas driving deficiencies in audit*Elements of an effective risk assessment and how to link to audit procedures performed*Understanding internal controls and making the decision whether or not to test them*Best practices in documentation | |
| 8/5/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them (Webinar) (26WS-0485)26WS-0485 | *Overview of estate planning*The dangers of a Power of Attorney*The most important aspect of a will*Role, scope, rights, and responsibilities of an executor*Benefits of incorporating a trust*Bequests*Caring for a pet*Claims against the estate*Insurance*Consequences of poor estate planning | |
| 6/18/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Hiring and Firing of Employees: What You Can and Cannot Do (Webinar) (26WS-1159)26WS-1159 | *Employment at will -- what this means in a practical sense*Implied employment contracts*What a prospective employer can ask about, and test for, during employment interviews*Federal anti-discrimination rules applicable to hiring and firing*How to discipline or fire an employee and not get sued*FMLA/ADA/PWFA -- Pregnant Worker's Fairness Act*Constructive discharge -- what is it and how it affects your business? | Tucker Michael J |
| 9/16/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Shades Of Gray: Practicing Before The Internal Revenue Service -- Circular 230 Current State (Webinar) (26WS-1038)26WS-1038 | *Office of Professional Responsibility -- Authority and Procedures*Current status of the regulations governing tax practice before the IRS (Circular 230 Rev. 6/2014)*In depth coverage of the various Due Diligence obligations of tax professionals*Overview of other key Circular 230 provisions*Practitioner responsibilities to their clients and to the Tax Administration System*Best Practices for all tax professionals | |
| 9/1/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Latest Developments in Government and Not-for-Profit Accounting and Auditing (Webinar) (26WS-1030)26WS-1030 | *Developing issues related to the Yellow Book and single audits*Key AICPA developments affecting audits of governments and not-for-profits*The implementation of GASB No. 103 on financial reporting model improvements*GASB No. 104 addressing disclosure of certain capital assets*Impacts of recently applied governmental standards, recently issued implementation guide questions, and additional GASB projects (e.g., subsequent events)*The essential disclosure requirements specific to not-for-profit organizations and strategies for enhancing clarity and value*The advantages, challenges, and best practices for effectively presenting a measure of operations | Blanton Charles |
| 8/31/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Government and Not-for-Profit Frauds and Controls to Stop Them (Webinar) (26WS-0357)26WS-0357 | *Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds*Identify and develop practical controls to prevent and detect fraud*Tailor controls to the size and fit of the government or not-for-profit | Blanton Charles |
| 6/5/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's You've Got This: An Introduction to Yellow Book and Single Audits (Webinar) (26WS-1072)26WS-1072 | *What's included (and excluded) in a Yellow Book audit*Key qualification, performance, and reporting standards under the Yellow Book*How single audits differ from financial statement audits, plus core concepts like the SEFA, major program determination, and findings reporting*Fundamentals of testing internal controls over compliance and performing compliance testing | Blanton Charles |
| 9/3/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Features and Benefits of SEP IRAs and SIMPLE IRAs (Webinar) (26WS-0771)26WS-0771 | *The new Roth SEP IRAs and Roth SIMPLE IRAs created under SECURE Act 2.0*Key factors for choosing a retirement plan for a small business*Key questions an advisor must ask a small business owner to help determine which retirement plan is suitable for their business*Key questions an advisor must ask a small business owner to help ensure compliance with applicable rules and regulations*How SEP and SIMPLE IRAs benefit the small business owner*How SEP and SIMPLE IRAs benefit employees of small businesses*The tax benefits that help to offset the cost of employer contributions*How to determine which business is eligible to adopt a SIMPLE IRA or SEP IRA*How to determine which employees must be covered | Appleby Denise |
| 7/29/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Schedules K-2 and K-3: Filing Requirements (Webinar) (26WS-0472)26WS-0472 | *IRS goals in requiring these schedules*Detailed discussion of the domestic filing exception for 2023 tax year*Filing requirements and exceptions for every part of Schedules K-2 and K-3*Examples based on client situations encountered in practice | |
| 6/17/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Working Remotely: Best Practices, Challenges and Opportunities (Webinar) (26WS-0378)26WS-0378 | *Technology and workstation arrangements*Maximizing productivity*Establishing procedures that can be implemented throughout the organization*Understanding the relationship between remote work and employee retention*Effective communication strategies for staying connected with colleagues and clients*The productivity challenges unique to working from home*Time management*The importance of distinguishing between the "home office" and "home"*Data privacy concerns*Other ethical considerations that arise when working from home | Cornell Jason |
| 6/8/2026 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (26WS-1011)26WS-1011 | *Comprehensive coverage of the One Big Beautiful Bill Act*Review of key components of President Trump's tax bill, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities*Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection*Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms*Sale of Passthrough Entity Interests and Net Investment Income Tax - analyze the tax implications of selling interests in passthrough entities, including relevant examples, and how the Net Investment Income Tax (NIIT) applies to these transactions*The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status*Timely coverage of breaking tax legislation*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 8/28/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Ethics for Tax Professionals (Webinar) (26WS-0602)26WS-0602 | *What does practicing before the IRS mean?*Who may practice before the IRS?*What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return?*May a tax preparer rely on the work of other tax return preparers?*May a tax preparer rely on and use client-provided information?*Standards associated with giving advice to clients*Abolition of the disclaimer requirement*When must a tax preparer examine a client's books and records? | Tucker Michael J |
| 7/6/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Review and Analysis of Crucial OBBBA Changes (Webinar) (26WS-0313)26WS-0313 | *Changes to the standard deduction*Senior deduction*Deduction for auto loan interest*Estate tax changes and the portability option*Tax consequences associated with investing in revised opportunity zones*Full expensing of domestic R&E*Individual and corporate charitable contributions*Wagering losses*Student loan discharges*Taking advantage of scholarship granting organizations (SGOs)*Dependent care assistance program*Other crucial OBBBA provisions | Tucker Michael J |
| 6/2/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Key Roth IRA and Roth 401(k) Rules for Funding and Tax-free Distributions (Webinar) (26WS-1092)26WS-1092 | *Funding options for Roth accounts*Roth IRA contribution eligibility and income limits*Enhanced catch-up contributions and age-based limits*The Roth catch-up mandate for employer plans*Roth 401(k) contribution rules, including catch-ups*Roth SEP and Roth SIMPLE IRAs*529 plan rollovers to Roth IRAs*Backdoor Roth strategies and pro-rata considerations*The tax impact of rolling a 401(k) to a Roth IRA*Who can start the Roth IRA 5-year clock?*The 5-year rules for Roth IRAs and Roth 401(k)s*Direct and indirect Roth conversions*Direct and indirect rollovers from Roth 401(k) plans*Ordering rules for Roth IRA distributions*FIFO treatment and when it applies*The risk of recapturing the 10% early distribution penalty*Case studies and practical cheat sheets to reinforce key concepts | Appleby Denise |
| 9/8/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Annual FASB Update and Review (Webinar) (26WS-0282)26WS-0282 | *Private company standard-setting activities*Recent FASB Accounting Standards Updates (ASUs), including those addressing financial instruments, credit losses under ASC 326, government grants, and business combinations*Non-GAAP financial measures*ASC 842, Leases*ASC 842 final PIR report findings | Carney Jason W |
| 5/28/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Ethical Considerations for CPAs (Webinar) (26WS-0907)26WS-0907 | *Auditor independence and its importance to the public accounting profession*Common threats to auditor independence*AICPA's framework for assessing conflicts of interest*Unique threats related to non-attest services to attest clients*Common safeguards to help assure compliance with relevant rules and regulations | |
| 8/17/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Guide and Update to Compilations, Reviews and Preparations (Webinar) (26WS-0764)26WS-0764 | *SSARS No. 21,Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23,Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22,Compilation of Pro Forma Financial Information*SSARS No. 24,Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 25,Materiality in a Review of Financial Statements and Adverse Conclusions*SSARS No. 26,Quality Management for an Engagement Conducted in Accordance with Statements on Standards for Accounting and Review Services*SSARS No. 27,Applicability of AR-C Section 70 to Financial Statements Prepared as Part of a Consulting Services Engagement*Sample comprehensive engagement work programs for preparation, compilation, and review engagements | Levine Kenneth L. |
| 7/28/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's A Complete Guide to Reporting Form 1099-DA (Webinar) (26WS-1017)26WS-1017 | *Definition of a digital asset for purposes of Form 1099-DA*What is a sale of a digital asset affected by a broker on behalf of another person?*Mandatory 2025 reporting of gross proceeds information and voluntary reporting of basis information*Treatment of sales of digital assets*Who is a broker for purposes of Form 1099-DA?*Information required to complete Form 1099-DA*Reporting closing transactions and covered securities*Who is a processor of digital asset payments?*How many transactions to report on each Form 1099-DA and how many forms to file for each transaction*Optional reporting methods for digital asset transactions*Substitute statements for the Form 1099*Reporting a disposition of digital assets held by a widely held fixed investment trust | Tucker Michael J |
| 8/28/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties (Webinar) (26WS-1101)26WS-1101 | *How to determine when an individual is subject to an RMD*Coverage of RMD changes under SECURE Act 2.0*What is the required minimum distribution for an account owner?*What is the required minimum distribution for a beneficiary IRA?*Key explanations of RMD regulations*The types of accounts that are subject to the RMD rules*The parties that are subject to the RMD rules*Exceptions and special considerations for RMDs*Rollover and transfer rules in an RMD year*The various responsibilities of interested parties*Qualified charitable distributions and how they are coordinated with RMDs and IRA contributions*How the 10-year rule works for beneficiaries | Appleby Denise |
| 9/9/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Emotional Intelligence (Webinar) (26WS-0264)26WS-0264 | *Self-awareness*Self-regulation & motivation*Empathy*Managing relationships | |
| 5/26/2026 | 12:30 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Tax Update for Client Advisory Services (Webinar) (26WS-0286)26WS-0286 | *Common tax deadlines and penalties*Employee Retention Credit -- new developments*Beneficial ownership information reporting*Bonus depreciation changes*Form 1099 reporting and changes*Online accounts and IP PINs*Virtual currency updates*Green energy credit compliance | Peters David R. |
| 5/28/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's International Tax Challenges and Opportunities for U.S. Filers (Webinar) (26WS-0612)26WS-0612 | *Residency status for U.S. federal income tax purposes*Key provisions of U.S. income tax treaties*Overview of the taxation of income from foreign entities*Understanding Foreign Tax Credit*Identifying foreign-source and U.S.-source income*Foreign earned income and housing exclusion*Foreign informational form filing requirements | |
| 7/7/2026 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality (Webinar) (26WS-0669)26WS-0669 | *AICPA's Enhancing Audit Quality initiative*Recent revisions to Quality Management standards*Feedback from peer reviews, including areas driving deficiencies in audit*Elements of an effective risk assessment and how to link to audit procedures performed*Understanding internal controls and making the decision whether or not to test them*Best practices in documentation | |
| 7/15/2026 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Auditing Not-for-Profits Efficiently (Webinar) (26WS-0950)26WS-0950 | *How distinctive funding sources, different operating purposes, and lack of ownership interests affect risk assessment and planning in the audit of a not-for-profit*Key considerations and auditing procedures applied in auditing contributions, functional expenses, net assets, etc.*Frequent issues arising in audits of not-for-profits (e.g., independence concerns, communicating with those charged with governance, Yellow Book audits, single audits, etc.) | Blanton Charles |
| 8/20/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Successful Communication (Webinar) (26WS-0623)26WS-0623 | *The communication process and barriers that get in the way*Techniques for overcoming barriers*Understanding and self-assessment of each component of the communication process*Gaining skills to listen more effectively, especially in stressful situations with heightened emotions*Action plan to apply techniques in the workplace for communication success | |
| 7/8/2026 | 12:30 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Guide to the AICPA Quality Management Standards (Webinar) (26WS-0558)26WS-0558 | *Quality management standards*SAS 146, SSARS No. 26, and SSAE 23*Risk assessment, which forms the basis of the SQM*Monitoring and evaluating the SQM | |
| 6/29/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Data Security: Best Practices to Protect Your Business and Yourself (Webinar) (26WS-0314)26WS-0314 | *Ethical duty to safeguard employee, client, and litigant data*Common threats, including phishing, ransomware, and bad password management*Security management of business and personal electronic devices*Best practices for creating and securing passwords*Insight into how our personal information is exploited in our daily lives | |
| 6/2/2026 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality (Webinar) (26WS-0583)26WS-0583 | *AICPA's Enhancing Audit Quality initiative*Recent revisions to Quality Management standards*Feedback from peer reviews, including areas driving deficiencies in audit*Elements of an effective risk assessment and how to link to audit procedures performed*Understanding internal controls and making the decision whether or not to test them*Best practices in documentation | |
| 7/1/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Fiduciary Income Tax Returns: Form 1041 Workshop with Filled-in Forms (Webinar) (26WS-0278)26WS-0278 | *Classifying receipts between "income" and "corpus" under the Uniform Principal and Income Act*Calculation of DNI utilizing three different methods, a "forms" method (Schedule B), a "code" method, and a "shortcut" method, utilizing a worksheet of common income and expenses*Proper W-2 preparation and procedures in the year of death*Taxpayer passes before taking a required minimum distribution; what must be done?*Forgetful fiduciaries of simple trusts*Fluctuating trusts -- Simple one year, complex the next*Dividing income in the year of death*Overview of Subchapter J*Form preparation issues -- Filing requirements and line-by-line explanations of Form 1041*Taxable income of estates and trusts and expense allocation issues*Specific deductions and miscellaneous itemized deductions*Income in respect of a decedent*The income distribution deduction calculation*Relation of principal and income law to DNI*Understanding how to handle capital gains and losses*Allocating tax items to beneficiaries: another K-1*Other considerations: excess deductions on termination*Comprehensive DNI case study, with principal (cost and FMV) and income reconciliation*Comprehensive trust and estate case studies, with filled-in forms | Frost Michael |
| 5/28/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Leveraging AI for Data Analytics in Accounting (Webinar) (26WS-0744)26WS-0744 | *Transforming data analytics with AI*Understanding the impact of AI on data analytics processes*How AI enhances data accuracy, efficiency, and decision-making*AI tools and techniques for data analysis*Overview of AI-powered data analytics tools*Techniques for improving data analysis accuracy and efficiency with AI*Integrating AI into existing data analytics workflows*Case studies on AI implementations for data analytics*Success stories of AI-driven data analytics in accounting*Challenges and lessons learned from AI integration*Measuring the ROI of AI in data analytics*Developing AI-powered data analytics skills*Hands-on lab sessions using AI tools (e.g., ChatGPT, Excel)*Practical exercises in filtering, sorting, summarizing, and visualizing data*Applying AI insights to optimize data-driven decision making in accounting | Ng Cory |
| 7/24/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (26WS-0406)26WS-0406 | *Comprehensive coverage of the One Big Beautiful Bill Act*Review of key components of President Trump's tax bill, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities*Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection*Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms*Sale of Passthrough Entity Interests and Net Investment Income Tax - analyze the tax implications of selling interests in passthrough entities, including relevant examples, and how the Net Investment Income Tax (NIIT) applies to these transactions*The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status*Timely coverage of breaking tax legislation*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 6/11/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Ethical Considerations for the CPA (Webinar) (26WS-0978)26WS-0978 | *Examine the CPA's role in today's economy*Compare similarities and differences between individual and business ethics*Explore the link between ethics, integrity and scruples*Discuss the basic attributes of ethics and professional conduct*Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct*Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues*Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers*Review CPA Independence violations by current legal case examples | Levine Kenneth L. |
| 8/25/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Surgent's Coaching Skills for Managers and Supervisors (Webinar) (26WS-1117)26WS-1117 | *The definition of "coaching" and the coaching process*Characteristics of effective coaches*Coaching strategies to support and assist others as they change ineffective behaviors*Conducting one-on-one coaching sessions for setting goals and improving performance | |
| 9/11/2026 | 12 - 3:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (26WS-0733)26WS-0733 | *Comprehensive coverage of the One Big Beautiful Bill Act*Review of key components of President Trump's tax bill, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities*Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection*Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms*Sale of Passthrough Entity Interests and Net Investment Income Tax - analyze the tax implications of selling interests in passthrough entities, including relevant examples, and how the Net Investment Income Tax (NIIT) applies to these transactions*The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status*Timely coverage of breaking tax legislation*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 7/23/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes (Webinar) (26WS-0674)26WS-0674 | *Reasonable compensation*Fringe benefits for S corporation shareholders*Built-in gains tax*Excess passive income tax*Notice 2020-75: PTE elections | Peters David R. |
| 7/15/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (26WS-0465)26WS-0465 | *Comprehensive coverage of the One Big Beautiful Bill Act*Review of key components of President Trump's tax bill, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities*Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection*Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms*Sale of Passthrough Entity Interests and Net Investment Income Tax - analyze the tax implications of selling interests in passthrough entities, including relevant examples, and how the Net Investment Income Tax (NIIT) applies to these transactions*The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status*Timely coverage of breaking tax legislation*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 6/17/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Reducing a Business Owner Client's Exposure to Social Security and Self-Employment Taxes (Webinar) (26WS-0902)26WS-0902 | *Section 1402(a)(1) exclusions from the definition of self-employment income*Application of the SE tax to members of limited liability companies*Taking a self-employed owner's health insurance deductions against self-employment tax*How using the S corporation and the MMLLC treated as a partnership can help reduce an individual's exposure to self-employment tax*How hiring a spouse and/or child helps reduce self-employment tax*Differentiating between income treated as self- employment income and income that is not self-employment income | Tucker Michael J |
| 8/14/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Mastering Client Management for Accounting and Finance Professionals (Webinar) (26WS-0611)26WS-0611 | *The evolving landscape of client expectations in the accounting profession*Building strong and lasting client relationships through effective communication, empathy, and proactive service*Implementing efficient client onboarding and engagement processes*Leveraging technology to streamline communication, enhance collaboration, and deliver personalized service*Effectively resolving client concerns and complaints*Utilizing client feedback to continually improve your practice | Cornell Jason |
| 7/7/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (26WS-0261)26WS-0261 | *Comprehensive coverage of the One Big Beautiful Bill Act*Review of key components of President Trump's tax bill, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities*Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection*Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms*The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status*Timely coverage of breaking tax legislation*Real Estate professional requirements*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | Peters David R. |
| 5/26/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Advanced Trust Issues: A Roadmap for Success in an Increasingly Complex Area (Webinar) (26WS-0461)26WS-0461 | *Key concepts of trusts, including recent trends; best practices; jurisdiction; and ways to avoid pitfalls*Decanting*Federal estate tax exemption and remaining relevance of trusts*Irrevocable life insurance trusts*The role of family dynamics*Choice of trustee and other fiduciaries*State trust-friendly considerations*Charitable trusts*Delaware Statutory Trusts*Powers of attorney*Pet Trusts -- the emerging necessities*State, county, and local issues*Portability*QTIP issues*Creditor considerations*Potential IRA problems*Problems with re-titling assets | |
| 6/16/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Exploring Client Advisory Services: Tax Due Dates and Penalties -- Where Do I Need To File? (Webinar) (26WS-1155)26WS-1155 | *Estimated taxes and deadlines*Tax due dates for common returns and filings*Potential penalties and interest*Information return penalties*Penalties applicable to pass-through entities*Accuracy-related penalties*First-time abatement (FTA)*FTA eligible returns*Reasonable cause*Nexus: sales tax vs. income tax*Sales tax nexus with state specific examples*Remote work and sales tax nexus*Income tax nexus with state-specific examples*Remote work and income tax nexus*Sales factor: throwback rules | Peters David R. |
| 9/16/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Top Individual Tax Planning Strategies (Webinar) (26WS-0593)26WS-0593 | *Extension and enhancement of reduced rates and the standard deduction*The temporary senior deduction*Extension and enhancement of increased Child Tax Credit*Extension and enhancement of increased estate and gift tax exemption amounts*Contributions to ABLE accounts and benefitting from the Saver's Credit*Increased SALT deduction*Deduction for car loan interest*Using Trump Accounts*Extension and enhancement of paid family and medical leave credit*Enhancement of Adoption Credit, the dependent care assistance program and the child and dependent care tax credit*Tax credit for contributions of individuals to scholarship granting organizations*Additional expenses treated as qualified higher education expenses for purposes of 529 accounts*Individual charitable contributions*Health savings account related tax changes | Tucker Michael J |
| 7/2/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Navigating AI Compliance: The EU AI Act for U.S. Finance and Accounting Leaders (Webinar) (26WS-1105)26WS-1105 | *Introduction to the EU AI Act: background, objectives, global relevance, and extraterritorial scope*Key provisions and risk classifications: prohibited, high-risk, limited-risk, and general-purpose AI systems; prohibited AI practices*Compliance requirements for high-risk AI systems: technical documentation, data governance, and human oversight requirements; importance of risk management and transparency obligations*Practical steps for U.S. professionals: strategies to align with EU compliance standards; anticipating future regulatory developments | Ng Cory |
| 9/10/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Government and Not-for-Profit Frauds and Controls to Stop Them (Webinar) (26WS-0374)26WS-0374 | *Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds*Identify and develop practical controls to prevent and detect fraud*Tailor controls to the size and fit of the government or not-for-profit | Blanton Charles |
| 6/8/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Taxation of Partnership Distributions and Sales of Partnership Interests (Webinar) (26WS-0376)26WS-0376 | *Types of partnership distributions*Liquidating partnership distributions*Basis of property distributed by a partnership*Special basis adjustments under Section 732(d)*Abandoned and worthless partnership interests*Section 751(a) exchange*Transactions between partners and their partnerships*Disguised sales*Section 736(a) and (b) payments | Tucker Michael J |
| 6/8/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Achieving High Levels of Compliance and Customer Service in Your Organization (Webinar) (26WS-0886)26WS-0886 | *Why customer service is not just having nice people; it is truly serving the customer*Analysis of the value of the customer to compare it to various costs creating an ROI*How to develop a compliance program that adds value to the customer*A hard look at several companies and industries that have mastered the dual objectives*How recent developments have affected compliance and customer service | Pulis Arthur |
| 8/13/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Understanding Partnership Taxation: Types of Basis, Contributions and Distributions (Webinar) (26WS-0242)26WS-0242 | *Three different types of basis*Contributions of property*IRC 704(b) -- Capital Accounts and Special Allocations*Contributions of property and debt*Contributions of services*IRS Notice 2020-43 | Peters David R. |
| 5/20/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Basics of Employment Law for Non-HR Professionals (Webinar) (26WS-0520)26WS-0520 | *How the application of policies and employment laws within the workplace can reduce employee complaints, and protect your company from claims of discrimination or wrongful behavior*Examining wage and pay practices, FMLA examples, and other challenging workplace questions, to insure actions are consistent with laws/policies*Key functions of employment including recruitment, interviewing and selection | |
| 6/24/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Food, Beverage and Entertainment Expensing (Webinar) (26WS-0249)26WS-0249 | *The 50% deduction for meals that are ordinary and necessary in carrying on a trade or business*Elimination of the temporary rules that applied for 2021 and 2022 which allowed for 100% deductibility for ordinary and necessary business-related meals*When meals are still 100% deductible*IRS rules relating to the nondeducibility of activities considered entertainment or amusement*What constitutes entertainment/amusement for tax purposes?*When employers may deduct food and beverages provided to employees*50% deductibility for occasional employee meals and for overtime meals*50% deductibility for business meals during business meetings*Business meals incurred during business travel*Invoice meals separately from entertainment | Tucker Michael J |
| 5/21/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Top Individual Tax Planning Strategies (Webinar) (26WS-0657)26WS-0657 | *Extension and enhancement of reduced rates and the standard deduction*The temporary senior deduction*Extension and enhancement of increased Child Tax Credit*Extension and enhancement of increased estate and gift tax exemption amounts*Contributions to ABLE accounts and benefitting from the Saver's Credit*Increased SALT deduction*Deduction for car loan interest*Using Trump Accounts*Extension and enhancement of paid family and medical leave credit*Enhancement of Adoption Credit, the dependent care assistance program and the child and dependent care tax credit*Tax credit for contributions of individuals to scholarship granting organizations*Additional expenses treated as qualified higher education expenses for purposes of 529 accounts*Individual charitable contributions*Health savings account related tax changes | Tucker Michael J |
| 7/14/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Guide and Update to Compilations, Reviews and Preparations (Webinar) (26WS-0667)26WS-0667 | *SSARS No. 21,Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23,Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22,Compilation of Pro Forma Financial Information*SSARS No. 24,Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 25,Materiality in a Review of Financial Statements and Adverse Conclusions*SSARS No. 26,Quality Management for an Engagement Conducted in Accordance with Statements on Standards for Accounting and Review Services*SSARS No. 27,Applicability of AR-C Section 70 to Financial Statements Prepared as Part of a Consulting Services Engagement*Sample comprehensive engagement work programs for preparation, compilation, and review engagements | Levine Kenneth L. |
| 7/15/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Home Office Rules (Webinar) (26WS-0959)26WS-0959 | *Calculating the home office deduction*Actual expense method*Simplified expense method*Definition of a home for purposes of the home office deduction*Whether working-from-home employees can claim a home office deduction*What is a "separate, identifiable space?"*The "regularly and exclusively used" rule*Defining a "principal place of business"*Meeting clients, patients, and customers*More than one trade or business*Special rules that apply to daycare providers*Separate, free-standing structures*Depreciating the home | Tucker Michael J |
| 8/21/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Engaging and Managing Young Professionals (Webinar) (26WS-0910)26WS-0910 | *Characteristics that are more dominant among younger working professionals and what distinguishes them from other sectors of the workforce*Changes younger professionals seek in the workplace*Suggestions on engaging and developing younger workers*Best practices by organizations who have successfully integrated younger professionals*Expectations as to learning, development, and training*Work environments and schedules*School-to-work transitions*Views on salary, benefits, and corporate ethics*Whether younger professionals' expectations are significantly different from any other generation*Strengths younger professionals offer which set them apart from others*Common myths pertaining to younger professionals*Definitions of success | Cornell Jason |
| 8/17/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit (Webinar) (26WS-0908)26WS-0908 | *The 20 common law factors in a worker classification audit that are used to distinguish an employee from an independent contractor*How disgruntled independent contractors can use IRS Form 8919 against a former employer*When and how to use Section 530 as a defense in worker classification audits*What is "industry practice" for Section 530 purposes*Common sense steps that will avoid the recharacterization of workers treated as independent contractors to employees*The IRS's Voluntary Classification Settlement Program -- advantages and disadvantages*The DOL Final Rule | Tucker Michael J |
| 8/17/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Capital Assets: Basis and Taxation for Financial Professionals (Webinar) (26WS-0966)26WS-0966 | *Capital asset classification and basis determination*Realization vs. recognition rules and special scenarios*Disallowed losses and related limitations*Types of capital gains and losses and their tax treatment*Netting capital gains and losses*Calculating taxes on ordinary income and capital gains*Marginal vs. effective tax rates*Tax planning strategies for capital assets | |
| 8/24/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Going Out on Your Own: Entity Types and Accounting Methods (Webinar) (26WS-0993)26WS-0993 | *Financial planning pyramid*What to consider when picking an entity*Single member LLC vs. sole proprietorship*Corporations -- S vs. C*Double taxation | Peters David R. |
| 8/26/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Introduction to AI in Accounting (Webinar) (26WS-0645)26WS-0645 | *Understanding narrow AI vs. general AI*Machine learning (ML), deep learning (DL), neural networks*Natural language processing (NLP) and its role in accounting*AI applications in accounting and finance*Automated data entry and processing*Expense management automation*AI-driven audit support and compliance monitoring*Financial forecasting and risk assessment*Benefits and challenges of integrating AI*Enhancing efficiency and accuracy in accounting processes*Ethical considerations and risk management in AI adoption*Overcoming resistance to AI implementation within firms*Lessons learned from AI-driven transformations in finance departments*Predicting AI's influence on the future of the accounting profession*Preparing for the evolving role of accountants in an AI-enhanced environment | Ng Cory |
| 7/13/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Time Management for Professionals (Webinar) (26WS-0498)26WS-0498 | *Managing interruptions*The role of activity logs, to-do lists and a priority matrix*The psychology of time management*Staying on track of your time management plan*Controlling procrastination*Blocking out time*Creating an effective time management plan | Cornell Jason |
| 6/22/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Current Issues in Accounting and Auditing: An Annual Update (Webinar) (26WS-0418)26WS-0418 | *Recently issued but newly implemented Accounting Standards Updates (ASUs), the PCC Update, and items on the FASB's Technical Agenda*New ASUs covering disaggregated expenses, crypto assets (e.g., cryptocurrency), and business combinations*Results and findings of the FASB's Final (Stage 3) Post-Implementation Review (PIR) Report on Topic 606*Recently issued SASs and other AICPA activity through SAS No. 149*Detailed review of the three new Statement on Quality Management Standards (SQMS 1, SQMS 2, and SQMS 3)*Other important A&A practice matters | Carney Jason W |
| 6/12/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Excel Lookups: Moving Beyond VLOOKUP Limitations (Webinar) (26WS-0931)26WS-0931 | *Using lookup functions as an alternative to direct cell references*Understand the limitations of the VLOOKUP function*Discover ways to move beyond these limitations | Lenning Jeff |
| 8/19/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Advanced Trust Issues: A Roadmap for Success in an Increasingly Complex Area (Webinar) (26WS-0994)26WS-0994 | *Key concepts of trusts, including recent trends; best practices; jurisdiction; and ways to avoid pitfalls*Decanting*Federal estate tax exemption and remaining relevance of trusts*Irrevocable life insurance trusts*The role of family dynamics*Choice of trustee and other fiduciaries*State trust-friendly considerations*Charitable trusts*Delaware Statutory Trusts*Powers of attorney*Pet Trusts -- the emerging necessities*State, county, and local issues*Portability*QTIP issues*Creditor considerations*Potential IRA problems*Problems with re-titling assets | |
| 8/26/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's The Road Ahead: Critical OBBBA Changes Impacting Accounting and Finance Professionals (Webinar) (26WS-0604)26WS-0604 | *Marginal tax rates effective in 2025 and beyond*The QBI deduction*Qualified residential interest*Child Care Credit*Miscellaneous itemized deductions, including the educator deduction*Rollovers from 529 plans to ABLE accounts*Additional expenses treated as qualified higher education expenses for purposes of 529 accounts*Termination of credits for environmentally clean autos and expenditures*Other timely topics | Tucker Michael J |
| 7/6/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Construction Contractors: Accounting and Financial Reporting Issues (Webinar) (26WS-0223)26WS-0223 | *Overall landscape of the construction industry*GAAP and recent changes affecting the construction industry*FASB ASC 606 and its impact on the construction industry*The unique relationship between the contractor and the surety*FASB ASC 842 and its impact on the construction industry | Peters David R. |
| 5/18/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Federal Tax Update (Webinar) (26WS-1153)26WS-1153 | *Comprehensive coverage of individual provisions of the One Big Beautiful Bill Act, including but not limited to:*TCJA provisions made permanent*New Tip Income Deduction*New Overtime Pay Deduction*New Car Loan Interest Deduction*New Temporary Senior Deduction*Expanded SALT Cap*Trump Accounts *Comprehensive coverage of business provisions of the One Big Beautiful Bill Act, including but not limited to:*Bonus Depreciation made permanent*Increased Section 179 deduction*Changes toSection 174 R&E Expenditures*Changes to Section 163(j)*Form 1099/1099-K changes *Qualified Small Business Stock Exclusion *The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges and employer reporting responsibilities*Timely coverage of breaking tax legislation*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | Peters David R. |
| 9/16/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (26WS-0289)26WS-0289 | *Comprehensive coverage of the One Big Beautiful Bill Act*Review of key components of President Trump's tax bill, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities*Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection*Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms*Sale of Passthrough Entity Interests and Net Investment Income Tax - analyze the tax implications of selling interests in passthrough entities, including relevant examples, and how the Net Investment Income Tax (NIIT) applies to these transactions*The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status*Timely coverage of breaking tax legislation*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 5/29/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Exploring Business Valuation Fundamentals (Webinar) (26WS-0998)26WS-0998 | *What does value mean?*Technical vs. fundamental analysis*Intrinsic value*Other discounted cash flow models*Assumptions in the Gordon Growth Model*Valuations using free cash flows*Residual income model*Enterprise value*Value in mergers and acquisitions*Small business valuations and discounts*Advanced valuation models | Peters David R. |
| 8/27/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Predicting Future Financial Issues Facing the Financial Executive (Webinar) (26WS-0250)26WS-0250 | *CPA becoming attuned to broad based business knowledge, professional skepticism, and subordination of judgment*The future of medical care in the United States in a post COVID-19 environment*Future of social security and impact on retirement planning and employee retention*Impact on financial executive if the dollar is no longer the world currency*"Fate of the States" -- will the location of your business make you less competitive*Future of workmen's compensation and unemployment compensation*Future of interest rates*Impact of greater reliance on technology*AICPA top 10 trends and technologies*National infrastructure*ESG and DEI trends in the global economy*Impact of continuing uncertainty in markets | Ryan Francis X |
| 5/21/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Webinar) (26WS-0613)26WS-0613 | *Economic update*Leadership and management changes because of recent developments, including AI*Managing for productivity*Hiring the best people for the organization*New motivation techniques | Pulis Arthur |
| 7/7/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Fraud in Single Audits (Webinar) (26WS-0986)26WS-0986 | *Real-life misappropriations involving federal awards and how they were carried out*The backgrounds, motivations, and methodologies of the fraudsters*The problems that allowed the frauds to occur without prevention or detection | Blanton Charles |
| 8/26/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's A Guide to Nonqualified Deferred Compensation (Webinar) (26WS-0522)26WS-0522 | *The basics of nonqualified deferred compensation (NQDC)*NQDC compliance*Taxation of NQDC plans*Types of NQDC plans*Financing/funding NQDC plans*Planning strategies | |
| 6/24/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Defending Firms: Email Fraud, Cloud Risks, Cyber Insurance and Remote Work Security (Webinar) (26WS-0694)26WS-0694 | *Email fraud*Phishing attacks*Cloud security risks*Cyber insurance*Securing remote work environments | |
| 7/17/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's More Money at the End of the Month: Strategic Ways to Improve Cash Flow (Webinar) (26WS-0928)26WS-0928 | *How to optimize cash flow*Qualitative evaluations: core earnings and sustainable growth*Quantitative evaluations: liquidity ratios*Increasing customer base vs. payment terms*Business cycle and cash*Behavioral finance biases*Managing head count*Other potential areas of excess cost | Peters David R. |
| 8/18/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Excel Lookups: Moving Beyond VLOOKUP Limitations (Webinar) (26WS-1140)26WS-1140 | *Using lookup functions as an alternative to direct cell references*Understand the limitations of the VLOOKUP function*Discover ways to move beyond these limitations | Lenning Jeff |
| 9/15/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's The Risks and Benefits of ChatGPT and Artificial Intelligence (Webinar) (26WS-0299)26WS-0299 | *What are AI tools?*Where are we with AI tool development?*What is ChatGPT?*ChatGPT -- what kind of queries are possible?*Copyright and intellectual property issues*Benefits of AI tools*Concerns with AI tools*Impact on business use of AI*Policy on AI tools | |
| 6/1/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide (Webinar) (26WS-0820)26WS-0820 | *Details on CAS: new services or rebranding?*Review the value of timely accurate automated accounting *Review the three levels of service*Discuss technology options*Assess your client base for who would benefit most from CAS*Staffing requirements for CAS*The value of servicinga niche | |
| 8/5/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Guide to Calculating S Corporation Shareholder Stock and Loan Basis (Webinar) (26WS-0618)26WS-0618 | *Introduction to Form 7203*Introduction to the calculation of stock basis*Introduction to the calculation of loan basis*Taxable and nontaxable S corporation distributions to shareholders*The election to reduce basis by deductible losses and expenses before reducing basis by nondeductible expenses | Tucker Michael J |
| 7/8/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Taxation of Partnership Distributions and Sales of Partnership Interests (Webinar) (26WS-0841)26WS-0841 | *Types of partnership distributions*Liquidating partnership distributions*Basis of property distributed by a partnership*Special basis adjustments under Section 732(d)*Abandoned and worthless partnership interests*Section 751(a) exchange*Transactions between partners and their partnerships*Disguised sales*Section 736(a) and (b) payments | Tucker Michael J |
| 8/6/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's A Complete Guide to Reporting Form 1099-DA (Webinar) (26WS-0256)26WS-0256 | *Definition of a digital asset for purposes of Form 1099-DA*What is a sale of a digital asset affected by a broker on behalf of another person?*Mandatory 2025 reporting of gross proceeds information and voluntary reporting of basis information*Treatment of sales of digital assets*Who is a broker for purposes of Form 1099-DA?*Information required to complete Form 1099-DA*Reporting closing transactions and covered securities*Who is a processor of digital asset payments?*How many transactions to report on each Form 1099-DA and how many forms to file for each transaction*Optional reporting methods for digital asset transactions*Substitute statements for the Form 1099*Reporting a disposition of digital assets held by a widely held fixed investment trust | Tucker Michael J |
| 5/22/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (26WS-0916)26WS-0916 | *Comprehensive coverage of the One Big Beautiful Bill Act*Review of key components of President Trump's tax bill, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities*Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection*Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms*The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status*Timely coverage of breaking tax legislation*Real Estate professional requirements*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | Peters David R. |
| 8/18/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Annual Update for Defined Contribution Plans (Webinar) (26WS-0309)26WS-0309 | *Common risks and pitfalls associated with defined contribution plans*Nuances of the fair value disclosures*New reporting and disclosure requirements for the current year*Results of DOL Audit Quality Study | Critcher Melissa G |
| 6/1/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Guide to the AICPA Quality Management Standards (Webinar) (26WS-0963)26WS-0963 | *Quality management standards*SAS 146, SSARS No. 26, and SSAE 23*Risk assessment, which forms the basis of the SQM*Monitoring and evaluating the SQM | |
| 8/24/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (Webinar) (26WS-0858)26WS-0858 | *Factors business owners should take into account when choosing a retirement plan*SIMPLE plans*Simplified employee pension plans*401(k) plans*Defined benefit plans*Ensuring eligible employees are covered*Employees' impact on choice of plan*Ongoing compliance requirements*Establishing a plan after the tax year end*Changes to safe harbor 401(k) plans*Pooled employer plans*Defined benefit plans and cash balance plans | Tucker Michael J |
| 8/10/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Excel: Mastering PivotTables (Webinar) (26WS-0572)26WS-0572 | *Explore PivotTable capabilities and functionality*Retrieve data from a database and feed it into the PivotTable*Pull web tables from web pages into Excel | Lenning Jeff |
| 6/30/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's S Corporation Core Tax Issues From Formation Through Liquidation (Webinar) (26WS-0817)26WS-0817 | *What exactly is terminating S corporations, including recent rulings*Schedules K-2 and K-3 reporting requirements and filing exceptions*Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations*Shareholder changes Living Trust and causes S termination*LLCs electing S status, changing agreement could terminate election*Inherited a new client with reporting errors? What are my options?*Debt vs. equity and Section 385; Federal Express battled and won, how do we?*Are we to expect SECA tax on pass-through entities?*Shareholders losing "substance over form" argument*Basis neither increased by phantom income, nor reduced by non-deducted pass-through losses*Can I accrue expenses payable to a shareholder? Sure, but can I deduct them?*How Section 179 limitations affect S corp. basis*Comparison of liquidation of a C corporation vs. the liquidation of an S corporation*Did not timely file Form 2553? A simple method to correct*Is there a "flexible standard of law" in regard to closely held entities? | Smith Susan |
| 8/4/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Data at 30,000 Feet: Traveling Smart with Client and Personal Information (Webinar) (26WS-0927)26WS-0927 | *CPA responsibilities for client data*Understanding the risks while traveling*Legal and regulatory landscape*CPA-specific considerations*Data protection techniques and tools*Policy and technical safeguards*Pre- and post-travel protocols*Employee education and compliance | |
| 8/18/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings (Webinar) (26WS-0464)26WS-0464 | *Coverage of applicable rules from SECURE Act 2.0*The 10% penalty*Net unrealized appreciation of employer securities*Roth IRA conversions*Rollovers and the limitations*Direct rollovers vs indirect rollovers, and tax withholding*Beneficiary portability rules*When a Roth IRA distribution is qualified to be tax-free*Excess contributions and the 6% excise tax | Appleby Denise |
| 6/17/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Tax Loss Limitations Imposed on Individuals and Pass-through Entities (Webinar) (26WS-0768)26WS-0768 | *How to calculate a partner or S corporation shareholder's basis*Form 7203 and an S corporation shareholder's basis*The at risk basis rules and Form 6198*The passive activity loss limits*The Section 461(l) loss rule*The net operating loss limitation rules*The Section 163(j) business interest limitation*New OBBBA changes impacting business interest and Section 461(l) | Tucker Michael J |
| 7/28/2026 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (26WS-0750)26WS-0750 | *Discussion of key individual provisions of the One Big Beautiful Bill Act, such as TCJA provisions made permanent, new tip income deduction, new overtime pay deduction, Trump accounts, and the expanded SALT cap*Comprehensive coverage of business provisions of the One Big Beautiful Bill Act, including but not limited to:*Bonus Depreciation made permanent*Increased Section 179 deduction*Changes toSection 174 R&E Expenditures*Changes to Section 163(j)*Form 1099/1099-K changes*Qualified Small Business Stock Exclusion*Excess Business Loss Limitation *Section 1244 Small Business Stock and Section 1202 Qualified Small Business Stock treatment and applicability*Principles and considerations for nonresident withholding, composite payments, and passthrough entity taxes*Partnership Distributions, Form 7217, and S Corporation Redemptions*Thinking beyondSection 163(j) -- Interest Allocation Rules, Original Issue Discount, Applicable High Yield Discount Obligations, Convertible Corporate Debt Instruments, and Debt-Financed Distributions*Timely coverage of breaking tax legislation*Selected Practice and Reporting Issues: What's new?*A review of recent cases and tax law changes and IRS guidance affecting S corporations, partnerships, limited liability companies, and limited liability partnerships*Decentralized Autonomous Organizations (DAOs) | Peters David R. |
| 7/25/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Predicting Future Financial Issues Facing the Financial Executive (Webinar) (26WS-1002)26WS-1002 | *CPA becoming attuned to broad based business knowledge, professional skepticism, and subordination of judgment*The future of medical care in the United States in a post COVID-19 environment*Future of social security and impact on retirement planning and employee retention*Impact on financial executive if the dollar is no longer the world currency*"Fate of the States" -- will the location of your business make you less competitive*Future of workmen's compensation and unemployment compensation*Future of interest rates*Impact of greater reliance on technology*AICPA top 10 trends and technologies*National infrastructure*ESG and DEI trends in the global economy*Impact of continuing uncertainty in markets | Ryan Francis X |
| 8/27/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| Surgent's Perplexing Financial and Economic Issues for the CFO/Controller (Webinar) (26WS-0265)26WS-0265 | *Regulatory, fiscal, and monetary policies impact on the organization*Dodd-Frank Bill and impact on financial reform*Health insurance reform and the impact on the employer*Managing risk in an uncertain economic climate | Ryan Francis X |
| 5/26/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's What Tax Practitioners Need to Know About Medicare (Webinar) (26WS-1110)26WS-1110 | *Eligibility for Medicare*How to apply for Medicare*Introduction to Parts A, B, C, and D of Medicare*Payments for Parts B and D of Medicare: the higher costs imposed on higher income beneficiaries*Late enrollment penalties*Medicare Advantage in lieu of original Medicare*The Affordable Care Act's impact on Medicare*Legislative and regulatory developments | Tucker Michael J |
| 9/10/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Mastering the Offer in Compromise: Strategies for Preparation and Negotiation (Webinar) (26WS-0987)26WS-0987 | *Introduction to the OIC program*Types of OICs*Eligibility criteria*Financial analysis*Offer amount calculation*Preparing Forms 656 and 433-A(OIC)/433-B(OIC)*Supporting documentation and strategy*OIC submission and IRS review process*Appeals and negotiation techniques*Best practices and common pitfalls*Real-world scenarios and case studies | |
| 8/26/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Nuts and Bolts of Cryptocurrency Taxation and 1099-DAs (Webinar) (26WS-0882)26WS-0882 | *Cryptocurrencies and their use cases*Safely interacting with cryptocurrency and NFTs (buying, selling, and storing)*Tax implications of investing in cryptocurrency, running a mining operation, using NFTs, and using cryptocurrency as a payment method*Challenges in dealing with cryptocurrency-related clients*How to handle 1099-DAs*Implications of the IRS's latest guidance on digital assets*Applying tax planning opportunities*Serving clients with cryptocurrency transactions using a tool like CoinTracker.com | Chandrasekera Shehan |
| 8/12/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Key Partnership and S Corporation Tax Planning Strategies (Webinar) (26WS-1094)26WS-1094 | *Timely coverage of breaking tax legislation*Tax consequences of retiring partners seeking liquidating distributions/redemptions and S corporation shareholders seeking the redemption of their shares*At-risk and passive activity loss considerations*Basis planning*Related party transactions: making them work*Income splitting and shifting with family can create considerable benefits*Sale of ownership interest and NIIT considerations | Peters David R. |
| 9/9/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Employer's Handbook: Legal, Tax and Health Care Issues (Webinar) (26WS-0971)26WS-0971 | *Hiring and firing issues -- What questions cannot be asked in an interview; how to document employee performance; establishing an annual review system; when an employer may and may not fire an employee, and much more*Employment contracts -- An analysis of the legal and planning issues in structuring employment contracts; when noncompetition agreements will and will not work*Employment issues in the economy -- Telecommuters and other special situations*Legal liability issues -- Recognition of age discrimination, sex discrimination, FLSA issues, minimum wage, overtime, sexual harassment, and more*Fringe benefit issues -- COBRA, Family and Medical Leave Act, and new developments in health care*Medical plans -- Who is a full-time employee? | Peters David R. |
| 8/24/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Assessing the Risk of Fraud in a Financial Statement Audit (Webinar) (26WS-1106)26WS-1106 | *The fraud landscape in the United States*Fraud risk procedures as updated by recently issued standards*Most likely fraud types found in small to mid-sized entities*Internal controls to prevent and detect fraud*What to do when fraud is identified or suspected*Case studies based on recent frauds*Cyber fraud schemes and how to prevent and detect them*Analytics that can be used as fraud risk procedures*Assessing the risk of grant fraud in a Single Audit | |
| 9/10/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities (Webinar) (26WS-0799)26WS-0799 | *The Inflation Reduction Act of 2022*Tier 1: Basis limitations for S corporation shareholders and partners*Tier 2: Section 465 at-risk limitations for S corporation shareholders and partners, including the impact of debt, indemnities, guarantees, and shareholder/partner agreements*Tier 3: Section 469 passive loss limitations and exceptions to the limitations*Tier 4: The excess business loss limitation of the Tax Cuts and Jobs Act of 2017 (new Section 461(l)), American Rescue Plan Act, and Inflation Reduction Act | Frost Michael |
| 8/3/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's What Tax Practitioners Need to Know About Medicare (Webinar) (26WS-0658)26WS-0658 | *Eligibility for Medicare*How to apply for Medicare*Introduction to Parts A, B, C, and D of Medicare*Payments for Parts B and D of Medicare: the higher costs imposed on higher income beneficiaries*Late enrollment penalties*Medicare Advantage in lieu of original Medicare*The Affordable Care Act's impact on Medicare*Legislative and regulatory developments | Tucker Michael J |
| 7/14/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's New and Expanded Tax Benefits Associated with Section 1202: Qualified Small Business Stock (Webinar) (26WS-0901)26WS-0901 | *The graduated holding periods and the related graduated capital gain exclusions*Raising the per-issuer gain exclusion cap to $15 million*Raising the corporate-level aggregate gross asset threshold to $75 million*Qualifications for a corporation to issue Section 1202 stock*Using multiple non-grantor trusts to unlock the $15 million exclusion cap*The 10% test associated with non-operating real estate and investment securities*The 50% working capital test*The 80% test relative to an active qualified trade or business*QSBS attestation letter*Excluded businesses*Permissible businesses, including manufacturing, retailing, technology, and wholesaling*How Section 1202 applies in the context of a transfer to other taxpayers | Tucker Michael J |
| 8/14/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (26WS-1060)26WS-1060 | *Discussion of key individual provisions of the One Big Beautiful Bill Act, such as TCJA provisions made permanent, new tip income deduction, new overtime pay deduction, Trump accounts, and the expanded SALT cap*Comprehensive coverage of business provisions of the One Big Beautiful Bill Act, including but not limited to:*Bonus Depreciation made permanent*Increased Section 179 deduction*Changes toSection 174 R&E Expenditures*Changes to Section 163(j)*Form 1099/1099-K changes*Qualified Small Business Stock Exclusion*Excess Business Loss Limitation *Section 1244 Small Business Stock and Section 1202 Qualified Small Business Stock treatment and applicability*Principles and considerations for nonresident withholding, composite payments, and passthrough entity taxes*Partnership Distributions, Form 7217, and S Corporation Redemptions*Thinking beyondSection 163(j) -- Interest Allocation Rules, Original Issue Discount, Applicable High Yield Discount Obligations, Convertible Corporate Debt Instruments, and Debt-Financed Distributions*Timely coverage of breaking tax legislation*Selected Practice and Reporting Issues: What's new?*A review of recent cases and tax law changes and IRS guidance affecting S corporations, partnerships, limited liability companies, and limited liability partnerships*Decentralized Autonomous Organizations (DAOs) | Peters David R. |
| 9/3/2026 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Privacy and Security Training: Obligations of Confidentiality and Safekeeping (Webinar) (26WS-0409)26WS-0409 | *Obligations of confidentiality and safekeeping*Security best practices to apply beyond work*Likely causes and effects of a large-scale cyberattack*Email security best practices*Remote work security*Mobile device security*Internet of Things (IoT) risks*Public Wi-Fi risk and the importance of using a VPN*Recognizing and avoiding text message/phone call phishing*Data loss prevention (DLP) | |
| 6/11/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Schedule 1-A: Implementing Important OBBBA Deductions (Webinar) (26WS-0795)26WS-0795 | *Purpose and organization of Schedule 1-A, Form 1040*Taxpayers who can use Schedule 1-A*The relationship of Form 1040 and Schedule 1-A*Calculating modified adjusted gross income (MAGI) on Part I, Schedule 1-A*The tip deduction, calculated on Part II, Schedule 1-A*The overtime deduction, calculated on Part III, Schedule 1-A*The car loan interest deduction, calculated on Part IV, Schedule 1-A*The senior deduction, calculated on Part V, Schedule s1-A*Phase-outs at higher levels of income | Tucker Michael J |
| 7/31/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Lessons Learned From Successful Companies (Webinar) (26WS-0640)26WS-0640 | *Creating a visionary company*Traits of successful, visionary companies*Goal setting to create a successful organization*The role of experimentation and failure in achieving success*How successful organizations emphasize learning new skills*The role of effective communication in achieving corporate success*The importance of emotional intelligence in building corporate culture*How leadership can direct a company toward success | Cornell Jason |
| 7/10/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Essential Depreciation and Expensing Update (Webinar) (26WS-0853)26WS-0853 | *New bonus depreciation and Section 179 changes under the One Big Beautiful Bill Act (OBBBA)*Resolved technical glitches for qualified improvement property*Detailed coverage of Section 179 expense elections and Section 168(k) bonus or additional first-year depreciation -- maximizing deductions, definitions, limitations, and qualified property*Sales of property and the depreciation recapture rules (Section 1245, Section 1250, unrecaptured Section 1250 gain for real estate, Section 291 for corporations)*MACRS depreciation -- finding the proper method, convention, and recovery period*Listed property and the current limitations*Amortization of startup, organization, and other expenditures*AMT depreciation adjustments and how to avoid them*Examples, cases, and rulings of depreciation and amortization issues and how they impact clients, along with useful planning opportunities | Frost Michael |
| 8/7/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's More Money at the End of the Month: Strategic Ways to Improve Cash Flow (Webinar) (26WS-0597)26WS-0597 | *How to optimize cash flow*Qualitative evaluations: core earnings and sustainable growth*Quantitative evaluations: liquidity ratios*Increasing customer base vs. payment terms*Business cycle and cash*Behavioral finance biases*Managing head count*Other potential areas of excess cost | Peters David R. |
| 7/2/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Adapting to OBBBA Changes: A Strategic Review (Webinar) (26WS-0606)26WS-0606 | *Business losses*The SALT cap*Implementing Section 1202 changes*Form 1099 reporting changes*Business meals*Health care--related issues*Family and medical leave*Other crucial OBBBA provisions | Tucker Michael J |
| 7/7/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's IT Governance and Risk Management (Webinar) (26WS-0507)26WS-0507 | *The role of IT governance within an organization*IT governance principles*IT risk identification and assessment methods*IT control frameworks (e.g., COBIT, ITIL)*IT general controls and application controls*Business process management*Change management | Ng Cory |
| 6/23/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions and Selling Shares (Webinar) (26WS-0266)26WS-0266 | *Making an S corporation election and late filing relief*Disproportionate distributions*Selling S corporation shares*Redemption rules | Peters David R. |
| 5/26/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding S Corporation Taxation: Shareholder Basis, AAA and Retained Earnings (Webinar) (26WS-0697)26WS-0697 | *S corporation earnings layers*Observations on earnings layers*S corporation basis calculation*IRC 351 transactions*Four loss tiers*Appreciated property distributions | Peters David R. |
| 7/17/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (26WS-0554)26WS-0554 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services*Sample comprehensive engagement work programs for preparation, compilation and review engagements*Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations*Other communication requirements, such as sample engagement letters and management representation letters | Levine Kenneth L. |
| 6/27/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Ethical Considerations for CPAs (Webinar) (26WS-1157)26WS-1157 | *Auditor independence and its importance to the public accounting profession*Common threats to auditor independence*AICPA's framework for assessing conflicts of interest*Unique threats related to non-attest services to attest clients*Common safeguards to help assure compliance with relevant rules and regulations | |
| 9/16/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Fiduciary Income Tax Returns: Form 1041 Workshop with Filled-in Forms (Webinar) (26WS-0677)26WS-0677 | *Classifying receipts between "income" and "corpus" under the Uniform Principal and Income Act*Calculation of DNI utilizing three different methods, a "forms" method (Schedule B), a "code" method, and a "shortcut" method, utilizing a worksheet of common income and expenses*Proper W-2 preparation and procedures in the year of death*Taxpayer passes before taking a required minimum distribution; what must be done?*Forgetful fiduciaries of simple trusts*Fluctuating trusts -- Simple one year, complex the next*Dividing income in the year of death*Overview of Subchapter J*Form preparation issues -- Filing requirements and line-by-line explanations of Form 1041*Taxable income of estates and trusts and expense allocation issues*Specific deductions and miscellaneous itemized deductions*Income in respect of a decedent*The income distribution deduction calculation*Relation of principal and income law to DNI*Understanding how to handle capital gains and losses*Allocating tax items to beneficiaries: another K-1*Other considerations: excess deductions on termination*Comprehensive DNI case study, with principal (cost and FMV) and income reconciliation*Comprehensive trust and estate case studies, with filled-in forms | Frost Michael |
| 7/16/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's AI and Data Ethics in Accounting (Webinar) (26WS-0233)26WS-0233 | *Fundamental principles of AI and data ethics*Importance of ethics in AI adoption*Relevance of data ethics in accounting practices*Frameworks for ethical AI implementation*Ethical implications of AI in auditing and accounting*Maintaining independence and objectivity*Ensuring professional skepticism with AI tools*Addressing ethical dilemmas in AI-driven audits*Algorithmic bias and fairness in AI systems*Identifying and understanding algorithmic bias*Strategies to ensure fairness in AI models*Case studies on bias and fairness issues in accounting*Regulatory requirements and guidelines*Overview of national and international regulations (e.g., GDPR, HIPAA)*Compliance with ethical standards in AI use*Emerging guidelines from accounting bodies on AI ethics*Strategies for ethical AI use in accounting*Implementing ethical AI frameworks and tools*Promoting transparency, accountability, and fairness*Developing a culture of ethics in AI-enhanced accounting practices | Ng Cory |
| 5/19/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Audits of 401(k) Plans: New Developments and Critical Issues (Webinar) (26WS-0644)26WS-0644 | *Proper planning of benefit plan audit engagements and developing audit strategy while improving overall efficiency*Common pitfalls in planning and detailed audit procedures*Changes affecting 401(k) plans, including recently issued SASs*Common mistakes as noted in peer reviews and DOL inspections | Critcher Melissa G |
| 7/13/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Essential Depreciation and Expensing Update (Webinar) (26WS-1163)26WS-1163 | *New bonus depreciation and Section 179 changes under the One Big Beautiful Bill Act (OBBBA)*Resolved technical glitches for qualified improvement property*Detailed coverage of Section 179 expense elections and Section 168(k) bonus or additional first-year depreciation -- maximizing deductions, definitions, limitations, and qualified property*Sales of property and the depreciation recapture rules (Section 1245, Section 1250, unrecaptured Section 1250 gain for real estate, Section 291 for corporations)*MACRS depreciation -- finding the proper method, convention, and recovery period*Listed property and the current limitations*Amortization of startup, organization, and other expenditures*AMT depreciation adjustments and how to avoid them*Examples, cases, and rulings of depreciation and amortization issues and how they impact clients, along with useful planning opportunities | Frost Michael |
| 9/16/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Data at 30,000 Feet: Traveling Smart with Client and Personal Information (Webinar) (26WS-0404)26WS-0404 | *CPA responsibilities for client data*Understanding the risks while traveling*Legal and regulatory landscape*CPA-specific considerations*Data protection techniques and tools*Policy and technical safeguards*Pre- and post-travel protocols*Employee education and compliance | |
| 6/10/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (26WS-0832)26WS-0832 | *Discussion of key individual provisions of the One Big Beautiful Bill Act, such as TCJA provisions made permanent, new tip income deduction, new overtime pay deduction, Trump accounts, and the expanded SALT cap*Comprehensive coverage of business provisions of the One Big Beautiful Bill Act, including but not limited to:*Bonus Depreciation made permanent*Increased Section 179 deduction*Changes toSection 174 R&E Expenditures*Changes to Section 163(j)*Form 1099/1099-K changes*Qualified Small Business Stock Exclusion*Excess Business Loss Limitation *Section 1244 Small Business Stock and Section 1202 Qualified Small Business Stock treatment and applicability*Principles and considerations for nonresident withholding, composite payments, and passthrough entity taxes*Partnership Distributions, Form 7217, and S Corporation Redemptions*Thinking beyondSection 163(j) -- Interest Allocation Rules, Original Issue Discount, Applicable High Yield Discount Obligations, Convertible Corporate Debt Instruments, and Debt-Financed Distributions*Timely coverage of breaking tax legislation*Selected Practice and Reporting Issues: What's new?*A review of recent cases and tax law changes and IRS guidance affecting S corporations, partnerships, limited liability companies, and limited liability partnerships*Decentralized Autonomous Organizations (DAOs) | Peters David R. |
| 8/6/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Top 20 Questions Advisers Ask About the SECURE Acts and Other IRA Rules (Webinar) (26WS-1004)26WS-1004 | *529 to Roth: who, what, when, and how*SECURE Act 1.0 and the 10-year rule*Roth IRA beneficiary options*Where the stretch IRA really ends*The new limitations for spouse IRA beneficiaries*The new spouse options for spouse beneficiaries*New RMD rules for Roth 401(k)s*Overriding the 10-year rule for an eligible designated beneficiary*How the age of death affects beneficiary options*The new early distribution penalty exceptions*Rollovers vs. transfers for spouse beneficiaries*Qualified charitable distributions (QCDs) for owners and beneficiaries*The "at least as rapidly" (ALAR) rule*New reduced rate for excess accumulation penalty on RMD failures*How to avoid unlimited accrual of the 6% excise tax*How to avoid unlimited accrual of the 25% excise tax*Clarifying the definition of disability for an exception to the 10% additional tax*The new starting ages for RMDs*Designated vs. eligible designated beneficiaries and their options*Catch-up contributions for ages 50 and over*Catch-up contributions for ages 60 to 63*When the 60-day deadline is missed*When the one-per-year rollover limit is about to be broken*Retaining qualifications for exceptions to the 10% additional tax | Appleby Denise |
| 8/27/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's What Practitioners Need to Know About Estate Planning and Administering a Client's Estate (Webinar) (26WS-0636)26WS-0636 | *The federal transfer tax exemption*What constitutes a valid will*Common trust vehicles often used to safeguard assets*Consequences of intestacy*How to transfer property outside of a will*Legal treatment of marital property*Transfer of IRAs and retirement plans*Probate generally and probate for property held outside of the state of decedent's residence*When an estate tax return should be filed*Portability of the Deceased Spousal Unused Exclusion (DSUE) amount | Tucker Michael J |
| 7/10/2026 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Virtual Currency: Keeping Up with the Tax Code (Webinar) (26WS-0661)26WS-0661 | *Overview of virtual currency*Property transactions with virtual currency*Receiving virtual currency as payment*Paying using virtual currency*Charitable donations with virtual currency*Gifting of virtual currency*Form 8300 reporting | Peters David R. |
| 7/14/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Tax Research: Intermediate Concepts (Webinar) (26WS-0890)26WS-0890 | *Tax code hierarchy*Organization of an Internal Revenue Code section*Special rules for IRC citation*Citing other primary authorities*Private letter rulings*Primary vs. secondary authority*Secondary sources of authority*Steps in the tax research process*Research memoranda | Peters David R. |
| 8/13/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Elder Fraud (Webinar) (26WS-0452)26WS-0452 | *Common elder fraud schemes*How to recognize scam attempts*What to do when you think you are being scammed*Where and how to report a scam*What you should do now to prevent being scammed*How to avoid being scammed on the internet*Why older Americans are disproportionately impacted by scams and fraud*Technical support scams*How to avoid giving money to scammers*What to do if you or someone you know is targeted by fraud*The National Elder Fraud Hotline*How to get your money back after being scammed*Types of elder law financial exploitation | |
| 6/16/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Employer's Handbook: Legal, Tax and Health Care Issues (Webinar) (26WS-1031)26WS-1031 | *Hiring and firing issues -- What questions cannot be asked in an interview; how to document employee performance; establishing an annual review system; when an employer may and may not fire an employee, and much more*Employment contracts -- An analysis of the legal and planning issues in structuring employment contracts; when noncompetition agreements will and will not work*Employment issues in the economy -- Telecommuters and other special situations*Legal liability issues -- Recognition of age discrimination, sex discrimination, FLSA issues, minimum wage, overtime, sexual harassment, and more*Fringe benefit issues -- COBRA, Family and Medical Leave Act, and new developments in health care*Medical plans -- Who is a full-time employee? | Peters David R. |
| 8/31/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Excel Tables and Conditional Summing (Webinar) (26WS-1029)26WS-1029 | *Using the Table object to store data*Using the conditional summing function to aggregate Table data*Using the Table object to create mapping tables | Lenning Jeff |
| 8/31/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Artificial Intelligence for Accounting and Finance Professionals (Webinar) (26WS-0380)26WS-0380 | *What artificial intelligence is and how it differs from automation*Current AI technologies: generative AI, large language models (LLMs), and machine learning*How AI enhances accounting financial analysis, auditing, tax compliance, and client advisory services*Risks and limitations of AI: bias, data integrity, and over-reliance on automation*Data governance, security, and privacy in AI-enabled systems*Case studies of how accounting firms and finance teams are implementing AI today*Future skills for accounting and finance professionals in an AI-driven environment | Cornell Jason |
| 6/9/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Defending Firms: Email Fraud, Cloud Risks, Cyber Insurance and Remote Work Security (Webinar) (26WS-0531)26WS-0531 | *Email fraud*Phishing attacks*Cloud security risks*Cyber insurance*Securing remote work environments | |
| 6/25/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Weekly Expert Hour (Webinar) (26WS-0596)26WS-0596 | *Each week's topics will change based on the most critical issues affecting financial professionals | Tucker Michael J |
| 7/2/2026 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's A Guide to the 401(k): Concepts and Strategies (Webinar) (26WS-0587)26WS-0587 | *401(k) eligibility, vesting, compensation limits, and annual testing*Contribution types, limits, deadlines, and reporting requirements*Traditional, Roth, and other after-tax contribution planning strategies*Employer match optimization and profit-sharing structures*Coordination across multiple employers and plan types*Distributions, penalties, and tax reporting considerations*Direct vs. indirect rollovers and rollover risk management*Net unrealized appreciation (NUA) planning for employer stock*Qualified plan loans and appropriate use cases*Inherited plan rules | |
| 7/1/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding How the IRS Rewards Whistleblowers (Webinar) (26WS-0552)26WS-0552 | *Overview of the law that authorizes the IRS to reward whistleblowers who submit information leading to recovery*Review of the whistleblower claim process*Criteria for eligible claims*Case studies of significant claim recoveries paid by the IRS to whistleblowers*Issues underlying whether a practitioner should ever act as the whistleblower*Addressing delays inherent in the whistleblower claim process*The structure and role of the Whistleblower Office*Best practices for the submission of a good whistleblower claim*Working with other governmental divisions in processing whistleblower claims*A brief overview of other, non-IRS whistleblower claims | Cornell Jason |
| 6/26/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Exploring Client Advisory Services: Tax Due Dates and Penalties -- Where Do I Need To File? (Webinar) (26WS-0224)26WS-0224 | *Estimated taxes and deadlines*Tax due dates for common returns and filings*Potential penalties and interest*Information return penalties*Penalties applicable to pass-through entities*Accuracy-related penalties*First-time abatement (FTA)*FTA eligible returns*Reasonable cause*Nexus: sales tax vs. income tax*Sales tax nexus with state specific examples*Remote work and sales tax nexus*Income tax nexus with state-specific examples*Remote work and income tax nexus*Sales factor: throwback rules | Peters David R. |
| 5/18/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide (Webinar) (26WS-0298)26WS-0298 | *Details on CAS: new services or rebranding?*Review the value of timely accurate automated accounting *Review the three levels of service*Discuss technology options*Assess your client base for who would benefit most from CAS*Staffing requirements for CAS*The value of servicinga niche | |
| 6/1/2026 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Webinar) (26WS-1019)26WS-1019 | *Economic update*Leadership and management changes because of recent developments, including AI*Managing for productivity*Hiring the best people for the organization*New motivation techniques | Pulis Arthur |
| 8/28/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's System and Organization Controls (SOC) Engagements (Webinar) (26WS-0903)26WS-0903 | *Purpose and organization of the Trust Services Criteria*Management assertions specific to different SOC engagement types*Intended users of SOC 1, SOC 2, and SOC 3 reports*Determination and use of materiality in SOC engagements*Criteria for considering a vendor as a subservice organization*Inclusive vs. carve-out method for subservice organizations*Service commitments and system requirements in SOC 2 engagements*Appropriate form and content of SOC reports | Ng Cory |
| 8/14/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Top Individual Tax Planning Strategies (Webinar) (26WS-0235)26WS-0235 | *Extension and enhancement of reduced rates and the standard deduction*The temporary senior deduction*Extension and enhancement of increased Child Tax Credit*Extension and enhancement of increased estate and gift tax exemption amounts*Contributions to ABLE accounts and benefitting from the Saver's Credit*Increased SALT deduction*Deduction for car loan interest*Using Trump Accounts*Extension and enhancement of paid family and medical leave credit*Enhancement of Adoption Credit, the dependent care assistance program and the child and dependent care tax credit*Tax credit for contributions of individuals to scholarship granting organizations*Additional expenses treated as qualified higher education expenses for purposes of 529 accounts*Individual charitable contributions*Health savings account related tax changes | Tucker Michael J |
| 5/19/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Government and Not-for-Profit Frauds and Controls to Stop Them (Webinar) (26WS-1016)26WS-1016 | *Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds*Identify and develop practical controls to prevent and detect fraud*Tailor controls to the size and fit of the government or not-for-profit | Blanton Charles |
| 8/28/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Going Out on Your Own: Entity Types and Accounting Methods (Webinar) (26WS-0401)26WS-0401 | *Financial planning pyramid*What to consider when picking an entity*Single member LLC vs. sole proprietorship*Corporations -- S vs. C*Double taxation | Peters David R. |
| 6/10/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Taking Advantage of Like-Kind Exchanges (Webinar) (26WS-0766)26WS-0766 | *Understanding the history of IRC Sec 1031*Who does and does not qualify for utilizing the like-kind provisions*Which properties do and do not qualify for like-kind exchanges*The differences between a "dealer" and a "non-dealer" regarding like-kind exchanges*How to complete a like-kind exchange*The different types of like-kind exchanges*The definition of "boot" and how it applies to like-kind exchanges*Rules concerning Revenue Ruling 72-456, and*Form 8824 | Peters David R. |
| 7/28/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Update on Recent AICPA Standard Setting: Staying Current in a Changing Environment (Webinar) (26WS-1020)26WS-1020 | *AICPA hot topics and standard-setting initiatives*AICPA Quality Management Standards: SQMS No. 1, SQMS No. 2, and SQMS No. 3*Consideration of fraud in a financial statement audit*Discussion of the standard on audit evidence effective for years ended December 31, 2022*Discussion of the standard on auditing accounting estimates and disclosures effective as of December 31, 2023*Discussion of the two standards on use of specialists and information from a pricing service, and the newly updated risk assessment standard effective for years ended December 31, 2023*Discussion of standards that are effective as of 2025, including those dealing with client acceptance and questions asked of the predecessor auditor, the partner's responsibility for engagement quality, group audits, conforming changes to compliance auditing, and more | |
| 8/28/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Understanding Non-Compete Agreements (Webinar) (26WS-0818)26WS-0818 | *Review of the current legal and regulatory framework surrounding non-compete agreements*Enforcement of non-compete agreements from the employer's perspective*Opposing enforcement of non-compete agreements from the employee's perspective*Understanding reasonable geographic scope and time limitations for non-compete agreements*Understanding key issues that arise during enforcement and opposition to enforcement of non-compete agreements | Cornell Jason |
| 8/4/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Mastering Accounting for Income Taxes (Webinar) (26WS-0769)26WS-0769 | *The sources of deferred tax assets and liabilities*Calculating the deferred tax asset or liability*Reporting income-tax expense and balance sheet items*Defining, analyzing, and reporting uncertain tax positions*Classification of deferred tax assets and liabilities*Disclosure requirements*Finalized and proposed changes to ASC 740, including ASU 2023-09, CAMT, and global tax transparency initiatives | Carney Jason W |
| 7/29/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Review and Analysis of Crucial OBBBA Changes (Webinar) (26WS-0944)26WS-0944 | *Changes to the standard deduction*Senior deduction*Deduction for auto loan interest*Estate tax changes and the portability option*Tax consequences associated with investing in revised opportunity zones*Full expensing of domestic R&E*Individual and corporate charitable contributions*Wagering losses*Student loan discharges*Taking advantage of scholarship granting organizations (SGOs)*Dependent care assistance program*Other crucial OBBBA provisions | Tucker Michael J |
| 8/20/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues (Webinar) (26WS-0761)26WS-0761 | *Discuss how productivity strategies may improve work-life balance*Understand the state tax consequences that may arise when working from home*Identify and discuss challenges unique to financial professionals*Review how some organizations are providing support to improve work-life balance*Explore the role of alternative work arrangements*Examine challenges unique to auditors versus tax professionals*A comparison of work-life balance between public and industry accountants*How work-family conflict varies among financial professionals*Recommendations for improving work-life balance | Cornell Jason |
| 7/27/2026 | 12 - 2 p.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| Surgent's Stock vs. Asset Acquisitions of C Corporations (Webinar) (26WS-1068)26WS-1068 | *Advantages and disadvantages to buyer and seller of an asset acquisition and a stock acquisition*Tax treatment of consulting agreements and covenants not to compete*Sale of personal goodwill associated with an asset acquisition*Tax consequences associated with a stock acquisition and an asset acquisition*Acquisitive reorganizations*Non-tax issues that must be considered when a corporation is acquired | Tucker Michael J |
| 9/3/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Choosing the Right Business Entity (Webinar) (26WS-0560)26WS-0560 | *Why businesses operate as C corporations*Why businesses operate as pass-through entities*Adopting C corporation status*Why businesses choose S corporation status. Tax and business situations that impact entity selection. | Tucker Michael J |
| 6/29/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Perplexing Financial and Economic Issues for the CFO/Controller (Webinar) (26WS-0970)26WS-0970 | *Regulatory, fiscal, and monetary policies impact on the organization*Dodd-Frank Bill and impact on financial reform*Health insurance reform and the impact on the employer*Managing risk in an uncertain economic climate | Ryan Francis X |
| 8/24/2026 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Features and Benefits of SEP IRAs and SIMPLE IRAs (Webinar) (26WS-1128)26WS-1128 | *The new Roth SEP IRAs and Roth SIMPLE IRAs created under SECURE Act 2.0*Key factors for choosing a retirement plan for a small business*Key questions an advisor must ask a small business owner to help determine which retirement plan is suitable for their business*Key questions an advisor must ask a small business owner to help ensure compliance with applicable rules and regulations*How SEP and SIMPLE IRAs benefit the small business owner*How SEP and SIMPLE IRAs benefit employees of small businesses*The tax benefits that help to offset the cost of employer contributions*How to determine which business is eligible to adopt a SIMPLE IRA or SEP IRA*How to determine which employees must be covered | Appleby Denise |
| 9/14/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Key Partnership and S Corporation Tax Planning Strategies (Webinar) (26WS-0666)26WS-0666 | *Timely coverage of breaking tax legislation*Tax consequences of retiring partners seeking liquidating distributions/redemptions and S corporation shareholders seeking the redemption of their shares*At-risk and passive activity loss considerations*Basis planning*Related party transactions: making them work*Income splitting and shifting with family can create considerable benefits*Sale of ownership interest and NIIT considerations | Peters David R. |
| 7/15/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Excel Budgeting Ideas (Webinar) (26WS-0946)26WS-0946 | *Set up an in-cell drop-down list of budget methods*Change the calculations in the cells based on the selected budget method*Use names in worksheets | Lenning Jeff |
| 8/20/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Industry Accountant Key Performance Metrics (Webinar) (26WS-0629)26WS-0629 | *Key tools used by businesses and financial professionals across the globe to measure performance*Detailed, real-world examples of businesses utilizing these tools | Ryan Francis X |
| 7/9/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (26WS-0646)26WS-0646 | *Comprehensive coverage of the One Big Beautiful Bill Act*Review of key components of President Trump's tax bill, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities*Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection*Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms*Sale of Passthrough Entity Interests and Net Investment Income Tax - analyze the tax implications of selling interests in passthrough entities, including relevant examples, and how the Net Investment Income Tax (NIIT) applies to these transactions*The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status*Timely coverage of breaking tax legislation*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 7/13/2026 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Exploring Business Valuation Fundamentals (Webinar) (26WS-0581)26WS-0581 | *What does value mean?*Technical vs. fundamental analysis*Intrinsic value*Other discounted cash flow models*Assumptions in the Gordon Growth Model*Valuations using free cash flows*Residual income model*Enterprise value*Value in mergers and acquisitions*Small business valuations and discounts*Advanced valuation models | Peters David R. |
| 7/1/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (26WS-1062)26WS-1062 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services*Sample comprehensive engagement work programs for preparation, compilation and review engagements*Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations*Other communication requirements, such as sample engagement letters and management representation letters | Levine Kenneth L. |
| 9/3/2026 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (26WS-0338)26WS-0338 | *Comprehensive coverage of the One Big Beautiful Bill Act*Review of key components of President Trump's tax bill, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities*Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection*Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms*Sale of Passthrough Entity Interests and Net Investment Income Tax - analyze the tax implications of selling interests in passthrough entities, including relevant examples, and how the Net Investment Income Tax (NIIT) applies to these transactions*The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status*Timely coverage of breaking tax legislation*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 6/4/2026 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Schedules K-2 and K-3: Filing Requirements (Webinar) (26WS-0922)26WS-0922 | *IRS goals in requiring these schedules*Detailed discussion of the domestic filing exception for 2023 tax year*Filing requirements and exceptions for every part of Schedules K-2 and K-3*Examples based on client situations encountered in practice | |
| 8/18/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's New and Expanded Tax Benefits Associated with Section 1202: Qualified Small Business Stock (Webinar) (26WS-0707)26WS-0707 | *The graduated holding periods and the related graduated capital gain exclusions*Raising the per-issuer gain exclusion cap to $15 million*Raising the corporate-level aggregate gross asset threshold to $75 million*Qualifications for a corporation to issue Section 1202 stock*Using multiple non-grantor trusts to unlock the $15 million exclusion cap*The 10% test associated with non-operating real estate and investment securities*The 50% working capital test*The 80% test relative to an active qualified trade or business*QSBS attestation letter*Excluded businesses*Permissible businesses, including manufacturing, retailing, technology, and wholesaling*How Section 1202 applies in the context of a transfer to other taxpayers | Tucker Michael J |
| 7/20/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Form 1065 Boot Camp: Step-by-Step Preparation with Completed Forms (Webinar) (26WS-0940)26WS-0940 | *Comprehensive coverage of HR 1, One Big Beautiful Bill Act*Gain a thorough understanding of federal income tax laws for partnerships and LLCs, from formation to tax return preparation issues*Filing requirements for Schedules K-2 and K-3*Who files Form 1065, and who does not file Form 1065*Tax Basis Capital Account Reporting Requirements*Trade or Business income and expenses versus Separately Stated Items*The importance of Schedule M-1*Partnership distributions -- current or liquidating, cash or property*How to allocate recourse and nonrecourse debt*Self-employment tax issues; court cases and trends in tax audits of earnings subject to self-employment taxes*Complete coverage of any new legislation enacted before presentation*Section 163(j) limitations*Mastering two common tax forms, Depreciation (4562) and Sale of Assets (4797)*Final regulations on Section 168(k)*Partnership reporting oddities*Accurately preparing partnership returns and reconciling book income to taxable income*The Centralized Audit Regime under the Bipartisan Budget Act of 2015 | Frost Michael |
| 8/20/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Handling Difficult People (Webinar) (26WS-0789)26WS-0789 | *Be familiar with the nature and sources of difficult behaviors in the workplace, as well as strategies for addressing them*Understand a proven formula for handling difficult people*Utilize a problem-solving model to brainstorm strategies for working effectively with challenging individuals*Implement a step-by-step process to resolve conflicts between yourself and others within your organization*Apply the hostility curve as a tool to maintain control in situations involving angry or upset individuals*Implement new strategies for managing your emotions in difficult interactions*Understand the impact of attitude on interactions with others*Create a personalized action plan for applying course strategies in your workplace | |
| 7/31/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's What Tax Practitioners Need to Know About Medicare (Webinar) (26WS-0317)26WS-0317 | *Eligibility for Medicare*How to apply for Medicare*Introduction to Parts A, B, C, and D of Medicare*Payments for Parts B and D of Medicare: the higher costs imposed on higher income beneficiaries*Late enrollment penalties*Medicare Advantage in lieu of original Medicare*The Affordable Care Act's impact on Medicare*Legislative and regulatory developments | Tucker Michael J |
| 6/2/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's The Risks and Benefits of ChatGPT and Artificial Intelligence (Webinar) (26WS-0591)26WS-0591 | *What are AI tools?*Where are we with AI tool development?*What is ChatGPT?*ChatGPT -- what kind of queries are possible?*Copyright and intellectual property issues*Benefits of AI tools*Concerns with AI tools*Impact on business use of AI*Policy on AI tools | |
| 7/2/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding Partnership Taxation: Debt Allocations (Webinar) (26WS-0862)26WS-0862 | *Recourse debt allocations*Constructive liquidation scenarios*Nonrecourse debt allocations*Minimum gains and nonrecourse deductions*Section 704(c) gains*Allocations under 704(c) | Peters David R. |
| 8/10/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (26WS-0805)26WS-0805 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures*Statement on Quality Management Standards: SQMS 1, SQMS 2, and SQMS 3*Post-Implementation Review Report for revenue recognition under ASC 606 and best practices in applying ASC 606*Fraud case studies*Recently issued SASs and other AICPA activity*Recently issued PCAOB standards and SEC rulemaking activities*Other important A&A practice matters | Carney Jason W |
| 8/4/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Establishing State Residency and Saving Your Clients Money (Webinar) (26WS-0929)26WS-0929 | *Typical provisions in state statutes regarding domicile and residency*In depth analysis of domicile and residency definitions*Issues regarding one's permanent abode*Analysis of jurisdiction where taxpayer has the greatest connections*Detailed discussion of criteria used to establish domicile and residency | |
| 8/19/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (26WS-0431)26WS-0431 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services*Sample comprehensive engagement work programs for preparation, compilation and review engagements*Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations*Other communication requirements, such as sample engagement letters and management representation letters | Levine Kenneth L. |
| 6/13/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Taking Advantage of Installment Sales and Like-Kind Exchanges (Webinar) (26WS-1079)26WS-1079 | *How does the IRC define an installment sale under Section 453?*When can a taxpayer utilize the provisions of IRC Section 453?*When should a taxpayer utilize the provisions of an installment sale and when should it be avoided*How does the issue of a "dealer" vs. a "non-dealer" impact the use of the installment sale method*How to report an installment sale when related parties are involved*How to calculate an installment sale*How has the Tax Cuts and Jobs Act impacted the use of the Installment Sale Method*What is a like-kind exchange as defined by IRC Section 1031*When can a taxpayer utilize the provisions of IRC Section 1031*What types of real property are eligible for like-kind exchange treatment and what types are not*What is "boot" and how does it impact the like-kind exchange deferral*How to calculate a like-kind exchange including any taxable portion*How has the Tax Cuts and Jobs Act impacted the use of like-kind exchanges | Peters David R. |
| 9/4/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs (Webinar) (26WS-1102)26WS-1102 | *How and why a partnership makes a 754 election*The effect of the 754 election when an interest in a partnership is sold or inherited*How the 754 election applies when a partnership makes a distribution of property to one or more of its partners*How to make the 754 basis adjustment | Tucker Michael J |
| 9/9/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Build an AI Agent With ChatGPT: A Hands-on Lab for Financial Professionals (Webinar) (26WS-0369)26WS-0369 | *Agentic simulation using prompt design and structured interaction*Flipped agent/user roles in ChatGPT (autonomy emulation)*Use case walkthroughs: audit Q&A bot, tax helper, financial planning agent*Risk scenarios: hallucinations, scope creep, prompt hacking*Governance, professional skepticism, and documentation best practices | Ng Cory |
| 6/8/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Audits of 401(k) Plans: New Developments and Critical Issues (Webinar) (26WS-0501)26WS-0501 | *Proper planning of benefit plan audit engagements and developing audit strategy while improving overall efficiency*Common pitfalls in planning and detailed audit procedures*Changes affecting 401(k) plans, including recently issued SASs*Common mistakes as noted in peer reviews and DOL inspections | Critcher Melissa G |
| 6/23/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Audit Skills Training Level 1: Developing Critical Skills for Success in Public Accounting -- Part 1 (Webinar) (26WS-0884)26WS-0884 | *Day 1: Transitioning to the accounting profession; Code of ethics -- Importance of professional skepticism and independence; Quality management standards; Risk assessment basics; Internal control fundamentals; Compilations and reviews -- The contrasting nature of preparation engagements, compilations, and reviews*Day 2: Auditing cash and cash equivalents; Auditing property, plant, and equipment; Auditing accounts payable and debt; Documentation Basics | |
| 8/13/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | 1 Ethics |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (26WS-1037)26WS-1037 | *Comprehensive coverage of the One Big Beautiful Bill Act*Review of key components of President Trump's tax bill, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities*Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection*Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms*The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status*Timely coverage of breaking tax legislation*Real Estate professional requirements*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | Peters David R. |
| 9/1/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Preparing Not-for-Profit Financial Statements (Webinar) (26WS-0327)26WS-0327 | *Key requirements, options, and disclosures related to each of the basic financial statements*The reporting of functional and natural expense information*Core not-for-profit accounting requirements related to conditional and unconditional contributions, promises to give, restrictions, designations, contributed services, net assets, special events, the classification of expenses, and more | Blanton Charles |
| 6/3/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Latest Developments in Government and Not-for-Profit Accounting and Auditing (Webinar) (26WS-0252)26WS-0252 | *Developing issues related to the Yellow Book and single audits*Key AICPA developments affecting audits of governments and not-for-profits*The implementation of GASB No. 103 on financial reporting model improvements*GASB No. 104 addressing disclosure of certain capital assets*Impacts of recently applied governmental standards, recently issued implementation guide questions, and additional GASB projects (e.g., subsequent events)*The essential disclosure requirements specific to not-for-profit organizations and strategies for enhancing clarity and value*The advantages, challenges, and best practices for effectively presenting a measure of operations | Blanton Charles |
| 5/21/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Social Security and Medicare: Planning for You and Your Clients (Webinar) (26WS-0730)26WS-0730 | *Legislative developments*A full chapter devoted to determining the best planning options for maximizing joint Social Security benefits*Retirement benefits: Amount of benefits in various circumstances; how the amounts are distributed within the family unit*Qualification: Has the client retired? How business entities may be used for Social Security advantage*Income taxation of Social Security: avoidance tactics*Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client?*When can hiring the spouse increase overall benefits? Why should both spouses qualify for survivor benefits?*Disability benefits*When to start Social Security benefits: Advantages and disadvantages at ages 62, full retirement age, and 70*Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later?*Pensions: Distribution strategies; how to use the minimum distribution rules in concert with Social Security benefits*IRAs: Is it time to convert to a Roth?*Medicare, Part D prescription drugs: what retirees need to know | Frost Michael |
| 7/22/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (26WS-0974)26WS-0974 | *Discussion of key individual provisions of the One Big Beautiful Bill Act, such as TCJA provisions made permanent, new tip income deduction, new overtime pay deduction, Trump accounts, and the expanded SALT cap*Comprehensive coverage of business provisions of the One Big Beautiful Bill Act, including but not limited to:*Bonus Depreciation made permanent*Increased Section 179 deduction*Changes toSection 174 R&E Expenditures*Changes to Section 163(j)*Form 1099/1099-K changes*Qualified Small Business Stock Exclusion*Excess Business Loss Limitation *Section 1244 Small Business Stock and Section 1202 Qualified Small Business Stock treatment and applicability*Principles and considerations for nonresident withholding, composite payments, and passthrough entity taxes*Partnership Distributions, Form 7217, and S Corporation Redemptions*Thinking beyondSection 163(j) -- Interest Allocation Rules, Original Issue Discount, Applicable High Yield Discount Obligations, Convertible Corporate Debt Instruments, and Debt-Financed Distributions*Timely coverage of breaking tax legislation*Selected Practice and Reporting Issues: What's new?*A review of recent cases and tax law changes and IRS guidance affecting S corporations, partnerships, limited liability companies, and limited liability partnerships*Decentralized Autonomous Organizations (DAOs) | Peters David R. |
| 8/25/2026 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Tax Loss Limitations Imposed on Individuals and Pass-through Entities (Webinar) (26WS-0980)26WS-0980 | *How to calculate a partner or S corporation shareholder's basis*Form 7203 and an S corporation shareholder's basis*The at risk basis rules and Form 6198*The passive activity loss limits*The Section 461(l) loss rule*The net operating loss limitation rules*The Section 163(j) business interest limitation*New OBBBA changes impacting business interest and Section 461(l) | Tucker Michael J |
| 8/25/2026 | 8 - 11 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Elder Fraud (Webinar) (26WS-0668)26WS-0668 | *Common elder fraud schemes*How to recognize scam attempts*What to do when you think you are being scammed*Where and how to report a scam*What you should do now to prevent being scammed*How to avoid being scammed on the internet*Why older Americans are disproportionately impacted by scams and fraud*Technical support scams*How to avoid giving money to scammers*What to do if you or someone you know is targeted by fraud*The National Elder Fraud Hotline*How to get your money back after being scammed*Types of elder law financial exploitation | |
| 7/15/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Preparing and Writing Findings in Yellow Book and Single Audits (Webinar) (26WS-0575)26WS-0575 | *The types of audit findings reported in Yellow Book and single audit engagements*The finding elements required by the GAO and OMB standards*Where audit findings get communicated in the reporting process | Blanton Charles |
| 6/30/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Audits of 401(k) Plans: New Developments and Critical Issues (Webinar) (26WS-1149)26WS-1149 | *Proper planning of benefit plan audit engagements and developing audit strategy while improving overall efficiency*Common pitfalls in planning and detailed audit procedures*Changes affecting 401(k) plans, including recently issued SASs*Common mistakes as noted in peer reviews and DOL inspections | Critcher Melissa G |
| 9/16/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Six Common Barriers to Investment Success (Webinar) (26WS-0529)26WS-0529 | *Availability bias*Herding*Loss aversion*Present bias*Anchoring*Home country bias | |
| 6/25/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Preparing Not-for-Profit Financial Statements (Webinar) (26WS-0561)26WS-0561 | *Key requirements, options, and disclosures related to each of the basic financial statements*The reporting of functional and natural expense information*Core not-for-profit accounting requirements related to conditional and unconditional contributions, promises to give, restrictions, designations, contributed services, net assets, special events, the classification of expenses, and more | Blanton Charles |
| 6/29/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Ethics for Tax Professionals (Webinar) (26WS-1087)26WS-1087 | *What does practicing before the IRS mean?*Who may practice before the IRS?*What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return?*May a tax preparer rely on the work of other tax return preparers?*May a tax preparer rely on and use client-provided information?*Standards associated with giving advice to clients*Abolition of the disclaimer requirement*When must a tax preparer examine a client's books and records? | Tucker Michael J |
| 9/8/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Food, Beverage and Entertainment Expensing (Webinar) (26WS-0846)26WS-0846 | *The 50% deduction for meals that are ordinary and necessary in carrying on a trade or business*Elimination of the temporary rules that applied for 2021 and 2022 which allowed for 100% deductibility for ordinary and necessary business-related meals*When meals are still 100% deductible*IRS rules relating to the nondeducibility of activities considered entertainment or amusement*What constitutes entertainment/amusement for tax purposes?*When employers may deduct food and beverages provided to employees*50% deductibility for occasional employee meals and for overtime meals*50% deductibility for business meals during business meetings*Business meals incurred during business travel*Invoice meals separately from entertainment | Tucker Michael J |
| 8/7/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers (Webinar) (26WS-0921)26WS-0921 | *Latest state of the economy*Expense control that works*Understanding our changing workforce and working environment*Artificial intelligence*Financial risk analysis*Enterprise risk management, including looking at AI*Improving bank relationships | Pulis Arthur |
| 8/18/2026 | 12 - 3:30 p.m. | Online | 4 CPE (2 tech, 2 non-tech) | |
| Surgent's A Complete Guide to the Yellow Book (Webinar) (26WS-0420)26WS-0420 | *Circumstances requiring auditors to follow the Yellow Book (Government Auditing Standards or GAGAS)*Relationship of Yellow Book requirements to GAAS and single audit requirements*Auditor qualifications under the Yellow Book: independence, CPE, peer review, and related requirements*The Yellow Book requirements related to the performance of and reporting on a financial audit*Identifying and reporting findings under the Yellow Book*The Yellow Book requirements related to attestation engagements (examinations, reviews, and agreed-upon procedures) and performance audits | Blanton Charles |
| 6/12/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Latest Developments in Government and Not-for-Profit Accounting and Auditing (Webinar) (26WS-0283)26WS-0283 | *Developing issues related to the Yellow Book and single audits*Key AICPA developments affecting audits of governments and not-for-profits*The implementation of GASB No. 103 on financial reporting model improvements*GASB No. 104 addressing disclosure of certain capital assets*Impacts of recently applied governmental standards, recently issued implementation guide questions, and additional GASB projects (e.g., subsequent events)*The essential disclosure requirements specific to not-for-profit organizations and strategies for enhancing clarity and value*The advantages, challenges, and best practices for effectively presenting a measure of operations | Blanton Charles |
| 5/28/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (26WS-0615)26WS-0615 | *Comprehensive coverage of the One Big Beautiful Bill Act*Review of key components of President Trump's tax bill, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities*Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection*Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms*The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status*Timely coverage of breaking tax legislation*Real Estate professional requirements*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | Peters David R. |
| 7/8/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Federal Tax Update (Webinar) (26WS-0490)26WS-0490 | *Comprehensive coverage of individual provisions of the One Big Beautiful Bill Act, including but not limited to:*TCJA provisions made permanent*New Tip Income Deduction*New Overtime Pay Deduction*New Car Loan Interest Deduction*New Temporary Senior Deduction*Expanded SALT Cap*Trump Accounts *Comprehensive coverage of business provisions of the One Big Beautiful Bill Act, including but not limited to:*Bonus Depreciation made permanent*Increased Section 179 deduction*Changes toSection 174 R&E Expenditures*Changes to Section 163(j)*Form 1099/1099-K changes *Qualified Small Business Stock Exclusion *The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges and employer reporting responsibilities*Timely coverage of breaking tax legislation*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | Peters David R. |
| 6/22/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Guide to the AICPA Quality Management Standards (Webinar) (26WS-1152)26WS-1152 | *Quality management standards*SAS 146, SSARS No. 26, and SSAE 23*Risk assessment, which forms the basis of the SQM*Monitoring and evaluating the SQM | |
| 9/16/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes (Webinar) (26WS-0785)26WS-0785 | *Reasonable compensation*Fringe benefits for S corporation shareholders*Built-in gains tax*Excess passive income tax*Notice 2020-75: PTE elections | Peters David R. |
| 7/30/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Excel Budgeting Ideas (Webinar) (26WS-0302)26WS-0302 | *Set up an in-cell drop-down list of budget methods*Change the calculations in the cells based on the selected budget method*Use names in worksheets | Lenning Jeff |
| 6/1/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Latest Developments in Government and Not-for-Profit Accounting and Auditing (Webinar) (26WS-1120)26WS-1120 | *Developing issues related to the Yellow Book and single audits*Key AICPA developments affecting audits of governments and not-for-profits*The implementation of GASB No. 103 on financial reporting model improvements*GASB No. 104 addressing disclosure of certain capital assets*Impacts of recently applied governmental standards, recently issued implementation guide questions, and additional GASB projects (e.g., subsequent events)*The essential disclosure requirements specific to not-for-profit organizations and strategies for enhancing clarity and value*The advantages, challenges, and best practices for effectively presenting a measure of operations | Blanton Charles |
| 9/11/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Guide to Calculating S Corporation Shareholder Stock and Loan Basis (Webinar) (26WS-0878)26WS-0878 | *Introduction to Form 7203*Introduction to the calculation of stock basis*Introduction to the calculation of loan basis*Taxable and nontaxable S corporation distributions to shareholders*The election to reduce basis by deductible losses and expenses before reducing basis by nondeductible expenses | Tucker Michael J |
| 8/12/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Latest Developments in Government and Not-for-Profit Accounting and Auditing (Webinar) (26WS-0534)26WS-0534 | *Developing issues related to the Yellow Book and single audits*Key AICPA developments affecting audits of governments and not-for-profits*The implementation of GASB No. 103 on financial reporting model improvements*GASB No. 104 addressing disclosure of certain capital assets*Impacts of recently applied governmental standards, recently issued implementation guide questions, and additional GASB projects (e.g., subsequent events)*The essential disclosure requirements specific to not-for-profit organizations and strategies for enhancing clarity and value*The advantages, challenges, and best practices for effectively presenting a measure of operations | Blanton Charles |
| 6/25/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Predicting Future Financial Issues Facing the Financial Executive (Webinar) (26WS-0837)26WS-0837 | *CPA becoming attuned to broad based business knowledge, professional skepticism, and subordination of judgment*The future of medical care in the United States in a post COVID-19 environment*Future of social security and impact on retirement planning and employee retention*Impact on financial executive if the dollar is no longer the world currency*"Fate of the States" -- will the location of your business make you less competitive*Future of workmen's compensation and unemployment compensation*Future of interest rates*Impact of greater reliance on technology*AICPA top 10 trends and technologies*National infrastructure*ESG and DEI trends in the global economy*Impact of continuing uncertainty in markets | Ryan Francis X |
| 8/6/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| Surgent's Guide and Update to Compilations, Reviews and Preparations (Webinar) (26WS-0504)26WS-0504 | *SSARS No. 21,Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23,Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22,Compilation of Pro Forma Financial Information*SSARS No. 24,Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 25,Materiality in a Review of Financial Statements and Adverse Conclusions*SSARS No. 26,Quality Management for an Engagement Conducted in Accordance with Statements on Standards for Accounting and Review Services*SSARS No. 27,Applicability of AR-C Section 70 to Financial Statements Prepared as Part of a Consulting Services Engagement*Sample comprehensive engagement work programs for preparation, compilation, and review engagements | Levine Kenneth L. |
| 6/23/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's A Guide to Nonqualified Deferred Compensation (Webinar) (26WS-0872)26WS-0872 | *The basics of nonqualified deferred compensation (NQDC)*NQDC compliance*Taxation of NQDC plans*Types of NQDC plans*Financing/funding NQDC plans*Planning strategies | |
| 8/11/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Excel Lookups: Moving Beyond VLOOKUP Limitations (Webinar) (26WS-0422)26WS-0422 | *Using lookup functions as an alternative to direct cell references*Understand the limitations of the VLOOKUP function*Discover ways to move beyond these limitations | Lenning Jeff |
| 6/12/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Navigating AI Compliance: The EU AI Act for U.S. Finance and Accounting Leaders (Webinar) (26WS-0663)26WS-0663 | *Introduction to the EU AI Act: background, objectives, global relevance, and extraterritorial scope*Key provisions and risk classifications: prohibited, high-risk, limited-risk, and general-purpose AI systems; prohibited AI practices*Compliance requirements for high-risk AI systems: technical documentation, data governance, and human oversight requirements; importance of risk management and transparency obligations*Practical steps for U.S. professionals: strategies to align with EU compliance standards; anticipating future regulatory developments | Ng Cory |
| 7/15/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Weekly Expert Hour (Webinar) (26WS-0635)26WS-0635 | *Each week's topics will change based on the most critical issues affecting financial professionals | Tucker Michael J |
| 7/9/2026 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (26WS-0943)26WS-0943 | *Comprehensive coverage of the One Big Beautiful Bill Act*Review of key components of President Trump's tax bill, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities*Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection*Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms*Sale of Passthrough Entity Interests and Net Investment Income Tax - analyze the tax implications of selling interests in passthrough entities, including relevant examples, and how the Net Investment Income Tax (NIIT) applies to these transactions*The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status*Timely coverage of breaking tax legislation*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 8/20/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Public Speaking and Presentation Skills (Webinar) (26WS-0474)26WS-0474 | *How experienced speakers manage presentation anxiety*The elements of effective persuasion*The three styles of speech*Strategies to improve speech pace*The importance of volume when presenting*The art of the pause*Methods for using visual aids*Best practices for preparing for a presentation*Components of an effective presentation | Cornell Jason |
| 6/17/2026 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Individual and Financial-Planning Tax Camp (Webinar) (26WS-0880)26WS-0880 | *Comprehensive coverage of the One Big Beautiful Tax Bill Act*Reading a tax return for developing client-specific tax strategies*Changes to the lifetime estate tax exemption considering proposed regulations*The net investment income tax: planning for compliance*Family income-splitting strategies that need to be considered*Income tax issues: impact on timing of other income*Selling a principal residence*Two principal residences at the same time*Use of life insurance to protect families: Whole Life Insurance, Term Life Insurance, Universal Life Insurance, and Variable Life Insurance*Using Roth IRAs and Roth contribution programs to best advantage*Conversions: do they still make sense?*Taking distributions: matching timing to client requirements*Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed*Social Security - the latest on the looming solvency crisis*Incentive Stock Options and Employee Stock Purchase Plan considerations*What to do about itemized deductions*Trans-generational planning: conversions, income, and gain-splitting*Tax benefits of HSAs and other tax-advantaged accounts*Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future*Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement*Best financial planning ideas for young people | Peters David R. |
| 8/12/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Introduction to AI in Accounting (Webinar) (26WS-1093)26WS-1093 | *Understanding narrow AI vs. general AI*Machine learning (ML), deep learning (DL), neural networks*Natural language processing (NLP) and its role in accounting*AI applications in accounting and finance*Automated data entry and processing*Expense management automation*AI-driven audit support and compliance monitoring*Financial forecasting and risk assessment*Benefits and challenges of integrating AI*Enhancing efficiency and accuracy in accounting processes*Ethical considerations and risk management in AI adoption*Overcoming resistance to AI implementation within firms*Lessons learned from AI-driven transformations in finance departments*Predicting AI's influence on the future of the accounting profession*Preparing for the evolving role of accountants in an AI-enhanced environment | Ng Cory |
| 9/9/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Perplexing Financial and Economic Issues for the CFO/Controller (Webinar) (26WS-0585)26WS-0585 | *Regulatory, fiscal, and monetary policies impact on the organization*Dodd-Frank Bill and impact on financial reform*Health insurance reform and the impact on the employer*Managing risk in an uncertain economic climate | Ryan Francis X |
| 7/1/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Establishing State Residency and Saving Your Clients Money (Webinar) (26WS-0570)26WS-0570 | *Typical provisions in state statutes regarding domicile and residency*In depth analysis of domicile and residency definitions*Issues regarding one's permanent abode*Analysis of jurisdiction where taxpayer has the greatest connections*Detailed discussion of criteria used to establish domicile and residency | |
| 6/30/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Auditing 401(k) Plans: Critical Issues and Annual Update (Webinar) (26WS-0297)26WS-0297 | *Key requirements of recently issued SASs*Changes affecting 401(k) plans*Audit strategy and improving overall efficiency*Common mistakes as noted in peer reviews and DOL inspections | Critcher Melissa G |
| 6/1/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Stock vs. Asset Acquisitions of C Corporations (Webinar) (26WS-0803)26WS-0803 | *Advantages and disadvantages to buyer and seller of an asset acquisition and a stock acquisition*Tax treatment of consulting agreements and covenants not to compete*Sale of personal goodwill associated with an asset acquisition*Tax consequences associated with a stock acquisition and an asset acquisition*Acquisitive reorganizations*Non-tax issues that must be considered when a corporation is acquired | Tucker Michael J |
| 8/3/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (26WS-0681)26WS-0681 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services*Sample comprehensive engagement work programs for preparation, compilation and review engagements*Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations*Other communication requirements, such as sample engagement letters and management representation letters | Levine Kenneth L. |
| 7/16/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Understanding S Corporation Taxation: Shareholder Basis, AAA and Retained Earnings (Webinar) (26WS-0236)26WS-0236 | *S corporation earnings layers*Observations on earnings layers*S corporation basis calculation*IRC 351 transactions*Four loss tiers*Appreciated property distributions | Peters David R. |
| 5/19/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (26WS-0245)26WS-0245 | *Comprehensive coverage of the One Big Beautiful Bill Act*Review of key components of President Trump's tax bill, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities*Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection*Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms*The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status*Timely coverage of breaking tax legislation*Real Estate professional requirements*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | Peters David R. |
| 5/21/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's IT Governance and Risk Management (Webinar) (26WS-0824)26WS-0824 | *The role of IT governance within an organization*IT governance principles*IT risk identification and assessment methods*IT control frameworks (e.g., COBIT, ITIL)*IT general controls and application controls*Business process management*Change management | Ng Cory |
| 8/5/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (26WS-0467)26WS-0467 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services*Sample comprehensive engagement work programs for preparation, compilation and review engagements*Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations*Other communication requirements, such as sample engagement letters and management representation letters | Levine Kenneth L. |
| 6/17/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Single Auditing Made Simple (Webinar) (26WS-1043)26WS-1043 | *The key requirements and responsibilities related to the schedule of expenditures of federal awards and major program determination*How the auditor determines the direct and material compliance requirements, obtains an understanding of and tests the related internal controls, and performs compliance testing*The development and reporting of findings in the schedule of findings and questioned costs*Additional performance and reporting responsibilities | Blanton Charles |
| 9/1/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's The AI-augmented Professional: Practical Tools, Real Risks and Immediate Use Cases (Webinar) (26WS-0831)26WS-0831 | *Explore from the history of automation to the current landscape of large language models (LLMs) and generative tools to demystify the technology*Free, accessible apps to enterprise-grade solutions and specialized accounting software tailored for tax, audit, and advisory workflows*Ethical obligations and professional standards that govern AI use, including data privacy, client confidentiality, and the management of "hallucinations" or inaccuracies*Through specific use cases and prompting demonstrations, understand how to use AI to draft complex communications, summarize research, optimize Excel workflows, and enhance client advisory services | |
| 8/6/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Controllership Skills Update: Current Survival Skills (Webinar) (26WS-1139)26WS-1139 | *Changing Role of Financial Professionals: *Priorities*Change in mission*Valued-added actions*Strategic Measurements: *Common errors and guidelines for improvement*Balanced scorecard*Strategy development and implementation*Budgeting basics and next steps*Risk Management: *Recent lessons, including Black Swan events*Defining Enterprise Risk Management (ERM)*Implementation*Developing a Financial Leadership Pipeline: *Changing employment environment*Retaining the right employees*Compensation*Hiring process*Capital Projects: *Types of projects*Factors affecting capacity*Valuation techniques*Cash management*M&A Activity: *Current environment*Controller's role*Strategic questions*Sample transactions*Due diligence*Implementation*Introducing Improvements/Innovation: *Getting started*Establishing an environment*Potential first projects*Organizational structure | |
| 9/15/2026 | 12 - 2 p.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| Surgent's Leveraging AI for Data Analytics in Accounting (Webinar) (26WS-1005)26WS-1005 | *Transforming data analytics with AI*Understanding the impact of AI on data analytics processes*How AI enhances data accuracy, efficiency, and decision-making*AI tools and techniques for data analysis*Overview of AI-powered data analytics tools*Techniques for improving data analysis accuracy and efficiency with AI*Integrating AI into existing data analytics workflows*Case studies on AI implementations for data analytics*Success stories of AI-driven data analytics in accounting*Challenges and lessons learned from AI integration*Measuring the ROI of AI in data analytics*Developing AI-powered data analytics skills*Hands-on lab sessions using AI tools (e.g., ChatGPT, Excel)*Practical exercises in filtering, sorting, summarizing, and visualizing data*Applying AI insights to optimize data-driven decision making in accounting | Ng Cory |
| 8/27/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Weekly Expert Hour (Webinar) (26WS-0348)26WS-0348 | *Each week's topics will change based on the most critical issues affecting financial professionals | Tucker Michael J |
| 6/4/2026 | 1 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (26WS-0999)26WS-0999 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services*Sample comprehensive engagement work programs for preparation, compilation and review engagements*Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations*Other communication requirements, such as sample engagement letters and management representation letters | Levine Kenneth L. |
| 8/27/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Business Law for Small Business Owners (Webinar) (26WS-1085)26WS-1085 | *Contract principles*Legal issues related to various types of business organizations*Worker classification*Employee rights and the duties of employers*Real property law | Peters David R. |
| 9/8/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Social Security and Medicare: Planning for You and Your Clients (Webinar) (26WS-0259)26WS-0259 | *Legislative developments*A full chapter devoted to determining the best planning options for maximizing joint Social Security benefits*Retirement benefits: Amount of benefits in various circumstances; how the amounts are distributed within the family unit*Qualification: Has the client retired? How business entities may be used for Social Security advantage*Income taxation of Social Security: avoidance tactics*Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client?*When can hiring the spouse increase overall benefits? Why should both spouses qualify for survivor benefits?*Disability benefits*When to start Social Security benefits: Advantages and disadvantages at ages 62, full retirement age, and 70*Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later?*Pensions: Distribution strategies; how to use the minimum distribution rules in concert with Social Security benefits*IRAs: Is it time to convert to a Roth?*Medicare, Part D prescription drugs: what retirees need to know | Frost Michael |
| 5/22/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Annual Tax-Planning Guide for S Corporations, Partnerships and LLCs (Webinar) (26WS-0962)26WS-0962 | *Update on latest cases, rulings, and regulations including the final regs*Provisions of Revenue Procedure 2022-19: Relief for S corporations*Legislative update on retirement plan changes of the SECURE Act 2.0*How to handle liabilities of LLCs*Planning opportunities and pitfalls in determining basis and amounts at risk -- recourse and nonrecourse debt issues for LLCs, and much more*Section 199A pass-through deduction planning*Partnership planning -- Structuring partnership distributions and transfers of interests*Optional basis adjustments -- Section Section 754 and 732(d)*Planning for the utilization of Section 179 and for the scheduled phase out of bonus depreciation*Basis, distribution, redemption, and liquidation issues of S corporations*Compensation in S corporations*Sale of a partnership -- the best planning concepts*What you need to know about family pass-throughs -- Estate planning, family income splitting, and compensation planning*Partnership and LLC allocations*A brief look at possible future changes to the taxation of pass-through entities*The who, what, when, where, and how of the new FinCEN BOI reporting requirements | Frost Michael |
| 8/21/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Preparation and Compilation Engagements Under the SSARS (Webinar) (26WS-0861)26WS-0861 | *Relevant sections of SSARS No. 21, Clarification and Recodification*SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services*Proposed changes to the SSARS guidance*Comprehensive sample engagement work programs for preparation and compilation engagements*Prescribed form, specified line item, pro forma, and other engagement variations*Complete illustrations of relevant engagement letters, reporting and other required communications for preparation and compilation engagements | Levine Kenneth L. |
| 8/10/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Taxation of Partnership Distributions and Sales of Partnership Interests (Webinar) (26WS-0746)26WS-0746 | *Types of partnership distributions*Liquidating partnership distributions*Basis of property distributed by a partnership*Special basis adjustments under Section 732(d)*Abandoned and worthless partnership interests*Section 751(a) exchange*Transactions between partners and their partnerships*Disguised sales*Section 736(a) and (b) payments | Tucker Michael J |
| 7/24/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Contract Law for Accounting and Finance Professionals (Webinar) (26WS-0530)26WS-0530 | *Contract formation*The necessary components of an enforceable contract*Common defenses to enforcement*Legal capacity requirements*Contract interpretation | Cornell Jason |
| 6/25/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Engaging and Managing Young Professionals (Webinar) (26WS-0736)26WS-0736 | *Characteristics that are more dominant among younger working professionals and what distinguishes them from other sectors of the workforce*Changes younger professionals seek in the workplace*Suggestions on engaging and developing younger workers*Best practices by organizations who have successfully integrated younger professionals*Expectations as to learning, development, and training*Work environments and schedules*School-to-work transitions*Views on salary, benefits, and corporate ethics*Whether younger professionals' expectations are significantly different from any other generation*Strengths younger professionals offer which set them apart from others*Common myths pertaining to younger professionals*Definitions of success | Cornell Jason |
| 7/23/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's The Complete Guide to Payroll Taxes and 1099 Issues (Webinar) (26WS-0834)26WS-0834 | *Payroll tax requirements for wages, including wages subject to the .9 percent tax, employee benefits and reimbursements, nonqualified deferred compensation, stock options, and tips*Fringe benefits issues, such as health insurance, life insurance, cafeteria plan benefits, accountable and non-accountable plans, standard mileage rates, and per diem rates*Special issues -- Using a common paymaster, how to file W-2s after a takeover, merger, or acquisition, and state and local tax withholding*Statutory employees, independent contractors, and possible changes to Section 530 relief*Penalties -- Who is a responsible person?*Expenses and gross-up calculations*Pension issues and payroll taxes including SIMPLE plans, and Section 401(k) and pension distributions*The Electronic Federal Tax Payment System (EFTPS)*Forms I-9, W-9, W-2, 1099, 1099-NEC, SS-8, and 940*Understanding payroll tax responsibilities in the gig economy | Phillips Deborah A |
| 8/6/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Ethics for Tax Professionals (Webinar) (26WS-0255)26WS-0255 | *What does practicing before the IRS mean?*Who may practice before the IRS?*What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return?*May a tax preparer rely on the work of other tax return preparers?*May a tax preparer rely on and use client-provided information?*Standards associated with giving advice to clients*Abolition of the disclaimer requirement*When must a tax preparer examine a client's books and records? | Tucker Michael J |
| 5/22/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Raising Financially Capable Children (Webinar) (26WS-0228)26WS-0228 | *Discussion of the importance of financial education for the next generation*Understanding a client's financial values*Determining a client's financial literacy*Helping clients develop a teaching roadmap*Using knowledge to protect against entitlement*Developing a knowledge base for the information, including a full list of recommended books on the topic and games for families to play*Discussion of specific topics, including tips and tricks related to:*Allowances*Earning, work, and entrepreneurship*Spending, saving, and investing*Philanthropy*Taxes*Credit cards, crypto, and financial fraud | |
| 5/18/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (26WS-0296)26WS-0296 | *Comprehensive coverage of the One Big Beautiful Bill Act*Review of key components of President Trump's tax bill, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities*Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection*Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms*The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status*Timely coverage of breaking tax legislation*Real Estate professional requirements*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | Peters David R. |
| 5/30/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Liquidation of Flow-Through Entities for LLCs and Partnerships (Webinar) (26WS-1144)26WS-1144 | *Tax rules governing liquidation of a partnership or S corporation*Tax treatment of the shareholder/partner/member receiving a liquidating distribution in an S corporation liquidation/partnership liquidation*Tax impact on the pass-through entity when the entity is liquidated*Receipt of corporate liabilities in an S corporation distribution*Proportionate, liquidating partnership distributions to partners, and gains and losses to a partner on a liquidating partnership distribution*Tax issues associated with a partnership distribution of noncash properties in a liquidation*Compliance requirements on the occasion of a liquidation of a corporation or a partnership | Tucker Michael J |
| 9/15/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Ethics for Tax Professionals (Webinar) (26WS-0281)26WS-0281 | *What does practicing before the IRS mean?*Who may practice before the IRS?*What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return?*May a tax preparer rely on the work of other tax return preparers?*May a tax preparer rely on and use client-provided information?*Standards associated with giving advice to clients*Abolition of the disclaimer requirement*When must a tax preparer examine a client's books and records? | Tucker Michael J |
| 5/28/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Progressive Discipline and Termination (Webinar) (26WS-0482)26WS-0482 | *Defining progressive discipline, including typical steps in any progressive discipline process*The importance of a fair disciplinary process*When and how progressive discipline should be used, including using progressive discipline in the lead-up to termination*Documentation best practices*Limitations on at-will employment, including contracts and laws regarding discrimination and retaliation*Avoiding key risks in the termination process*Best practices for legally compliant termination procedures | McAndrew Amy |
| 6/18/2026 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Taxation of the Mobile Workforce (Webinar) (26WS-0511)26WS-0511 | *What states do not have an income tax? What is the relevance to employers?*Where does an employer have an obligation to withhold state taxes for an employee?*At what point does an employee become a resident?*Where is unemployment paid for an out-of-state employee? | Peters David R. |
| 6/23/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's The Most Critical Challenges in Governmental Accounting Today (Webinar) (26WS-0544)26WS-0544 | *The implementation of GASB No. 103 on financial reporting model improvements*GASB No. 104 addressing disclosure of certain capital assets*Impacts of recently applied standards, recently issued implementation guide questions, and additional GASB projects (e.g., subsequent events) | Blanton Charles |
| 6/26/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Top Ten Questions from Partnership Clients Regarding the Section 754 Election (Webinar) (26WS-1162)26WS-1162 | *How does a partner compute his or her basis in a partnership?*What is the difference between a partner's inside and outside basis?*What is the difference between a partner's capital account and partner's outside basis?*How does Section 732(d) impact the buyer of a partnership interest?*How does a partnership report a Section 754 election on the partnership's tax return?*How does a partnership make a Section 754 election?*How does a partnership make a Section 743(b) adjustment?*How does a partnership make a Section 734(b) adjustment?*How is a Section 743(b) adjustment or Section 734(b) adjustment allocated to the assets of a partnership?*How is a Section 743(b) adjustment allocated within the class of ordinary income property and capital gain property? | Tucker Michael J |
| 9/16/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times (Webinar) (26WS-0876)26WS-0876 | *Commencement of a bankruptcy proceeding* Protections provided to debtors under the Bankruptcy Code* Key procedural aspects of bankruptcy* The automatic stay* Differences between Chapters 7, 11, and 13 bankruptcy cases* The bankruptcy discharge* Proofs of claim* Plans of reorganization* Litigation that can arise during bankruptcy* Creditor committees* Bankruptcy trustees* Avoidable preferences and fraudulent transfers* Special rights afforded to landlords and secured creditors | Cornell Jason |
| 8/12/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (26WS-1022)26WS-1022 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures*Statement on Quality Management Standards: SQMS 1, SQMS 2, and SQMS 3*Post-Implementation Review Report for revenue recognition under ASC 606 and best practices in applying ASC 606*Fraud case studies*Recently issued SASs and other AICPA activity*Recently issued PCAOB standards and SEC rulemaking activities*Other important A&A practice matters | Carney Jason W |
| 8/31/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (26WS-0777)26WS-0777 | *Comprehensive coverage of the One Big Beautiful Bill Act*Review of key components of President Trump's tax bill, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities*Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection*Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms*Sale of Passthrough Entity Interests and Net Investment Income Tax - analyze the tax implications of selling interests in passthrough entities, including relevant examples, and how the Net Investment Income Tax (NIIT) applies to these transactions*The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status*Timely coverage of breaking tax legislation*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 7/30/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's The Art of Delegation: Strategies for Improving Your Skills (Webinar) (26WS-0451)26WS-0451 | *What is delegation?*Why is delegation important?*When and to whom should tasks be assigned?*How can you delegate effectively?*How do you deal with problems and issues when they arise? | |
| 6/16/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (26WS-0392)26WS-0392 | *Discussion of key individual provisions of the One Big Beautiful Bill Act, such as TCJA provisions made permanent, new tip income deduction, new overtime pay deduction, Trump accounts, and the expanded SALT cap*Comprehensive coverage of business provisions of the One Big Beautiful Bill Act, including but not limited to:*Bonus Depreciation made permanent*Increased Section 179 deduction*Changes toSection 174 R&E Expenditures*Changes to Section 163(j)*Form 1099/1099-K changes*Qualified Small Business Stock Exclusion*Excess Business Loss Limitation *Section 1244 Small Business Stock and Section 1202 Qualified Small Business Stock treatment and applicability*Principles and considerations for nonresident withholding, composite payments, and passthrough entity taxes*Partnership Distributions, Form 7217, and S Corporation Redemptions*Thinking beyondSection 163(j) -- Interest Allocation Rules, Original Issue Discount, Applicable High Yield Discount Obligations, Convertible Corporate Debt Instruments, and Debt-Financed Distributions*Timely coverage of breaking tax legislation*Selected Practice and Reporting Issues: What's new?*A review of recent cases and tax law changes and IRS guidance affecting S corporations, partnerships, limited liability companies, and limited liability partnerships*Decentralized Autonomous Organizations (DAOs) | Peters David R. |
| 6/10/2026 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Controllership Skills Update: Current Survival Skills (Webinar) (26WS-0653)26WS-0653 | *Changing Role of Financial Professionals: *Priorities*Change in mission*Valued-added actions*Strategic Measurements: *Common errors and guidelines for improvement*Balanced scorecard*Strategy development and implementation*Budgeting basics and next steps*Risk Management: *Recent lessons, including Black Swan events*Defining Enterprise Risk Management (ERM)*Implementation*Developing a Financial Leadership Pipeline: *Changing employment environment*Retaining the right employees*Compensation*Hiring process*Capital Projects: *Types of projects*Factors affecting capacity*Valuation techniques*Cash management*M&A Activity: *Current environment*Controller's role*Strategic questions*Sample transactions*Due diligence*Implementation*Introducing Improvements/Innovation: *Getting started*Establishing an environment*Potential first projects*Organizational structure | |
| 7/14/2026 | 1 - 3 p.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (26WS-0973)26WS-0973 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures*Statement on Quality Management Standards: SQMS 1, SQMS 2, and SQMS 3*Post-Implementation Review Report for revenue recognition under ASC 606 and best practices in applying ASC 606*Fraud case studies*Recently issued SASs and other AICPA activity*Recently issued PCAOB standards and SEC rulemaking activities*Other important A&A practice matters | Carney Jason W |
| 8/25/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Hiring New Workers and Payroll Taxes (Webinar) (26WS-1148)26WS-1148 | *Form W-4*Form I-9*Form W-9*End-of-year compliance*Payroll tax returns*Unemployment insurance | Peters David R. |
| 9/15/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Preparing Not-for-Profit Financial Statements (Webinar) (26WS-0270)26WS-0270 | *Key requirements, options, and disclosures related to each of the basic financial statements*The reporting of functional and natural expense information*Core not-for-profit accounting requirements related to conditional and unconditional contributions, promises to give, restrictions, designations, contributed services, net assets, special events, the classification of expenses, and more | Blanton Charles |
| 5/27/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Incident Response and Case Studies in AI-powered Cybersecurity (Webinar) (26WS-0638)26WS-0638 | *Frameworks for incident response (e.g., NIST Cybersecurity Framework)*Case studies of notable AI-powered cybersecurity incidents (e.g., ransomware, data breaches)*Practical tips for financial professionals to manage crises*Post-incident analysis and lessons learned*Building organizational resilience through continuous improvement | Ng Cory |
| 7/10/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Section 199A: Schedule K-1 Reporting by Relevant Pass-Through Entities (Webinar) (26WS-1080)26WS-1080 | *The latest guidance from the IRS provided through regulations or administrative announcements*Reporting requirements for all relevant pass-through entities*Reporting for multiple activities within one entity*Allocating common items among multiple activities*Section 199A Schedule K-1 reporting for tiered entities*Calculating and reporting qualified wages and the unadjusted basis immediately after acquisition of qualified property*Allocating Section 199A relevant amounts to beneficiaries of trusts using DNI*Handling separately stated items for which qualified business income status is determined at the shareholder or partner level*The effects of ownership changes on Section 199A reporting on Schedule K-1*Reporting publicly traded partnership income and REIT income to the partners or shareholders*Reporting aggregated activities*Allocating Section 199A amounts to partners when special allocations have been made by the partnership | Frost Michael |
| 9/4/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Strategies for Maximizing Social Security Benefits (Webinar) (26WS-0497)26WS-0497 | *Eligibility rules for retirement, spousal, divorced spouse, survivor, and family benefits*Understanding the new age of deemed filing*How dual entitlement is calculated and how it affects benefit outcomes*Key factors in deciding when to claim Social Security benefits*Coordinating work and benefits, including the earnings test and its effect on income*Managing Social Security to maximize after-tax cash flow, avoid higher Medicare premiums, and protect the survivor*Updates related to recent legislation, including the SSFA and the OBBBA | |
| 6/22/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's The Essential Multistate Tax Update (Webinar) (26WS-0881)26WS-0881 | *Employees working in multiple states: Withholding issues (when to start and where to withhold) special issues depending on type of tax assessed in the state or locality*Emerging sales tax topics: Elimination of the physical presence standard in determining nexus (Wayfair case); economic nexus for remote sellers; assisting remote sellers in determining a plan of action in states that enforce economic nexus*Emerging compliance issues in the new sales tax economy*Income Tax (and other forms of tax): Economic nexus (taxation without physical presence)*Will states shift away from income tax and increase reliance on sales tax after Wayfair?*Treatment of Tax Cuts and Jobs Act by the states: presence of intangible property; is P.L. 86-272 still valid?*Pass-through problems: Nexus issues for interest owners*Treatment of the 199A deduction for pass through entities by states: Withholding issues*Practical considerations in dealing with multistate taxation: Dealing with state nexus questionnaires*When to consider voluntary compliance: Responsibility of officers, members, partners, and shareholders; planning ideas and opportunities; updates on pending federal legislation relative to state tax | Peters David R. |
| 8/12/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Controllership Skills Update: Budgeting, Forecasting and Big Data (Webinar) (26WS-0353)26WS-0353 | *Why forecasts and budgets are frequently wrong: behavioral finance; improper goal setting, games, continuing the status quo, traditional budgeting techniques*Incorporating strategy into budgets: improving measurement systems; common errors, developing strategies and appropriate measurements*Expanding the budgeting framework: rolling forecasts; mission-based budgeting, zero-based budgeting, post-completion evaluations, contingency planning, black swan events, identifying improvements*Big data: definition, challenges, goals, current uses/examples, sources of information*Analytical tools: ration analysis, benchmarking, Pareto analysis, trend analysis, regression, simulation, dashboards | |
| 6/5/2026 | 12 - 2 p.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| Surgent's Introduction to Forensic Accounting (Webinar) (26WS-0332)26WS-0332 | *Review of the different aspects of forensic accounting*The civil litigation process as it relates to forensic accounting*Litigation services provided by forensic accountants*Fraud detection and prevention*Various types of fraud*Training and certifications in forensic accounting*Forensic accounting in bankruptcy proceedings*Forensic accounting in family law proceedings*Calculating damages for use in litigation*Valuations*Ethical issues pertinent to forensic accounting | Cornell Jason |
| 6/3/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Understanding Partnership Taxation: Types of Basis, Contributions and Distributions (Webinar) (26WS-0937)26WS-0937 | *Three different types of basis*Contributions of property*IRC 704(b) -- Capital Accounts and Special Allocations*Contributions of property and debt*Contributions of services*IRS Notice 2020-43 | Peters David R. |
| 8/19/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Unconscious Bias for Managers, Supervisors and Executives (Webinar) (26WS-0370)26WS-0370 | *Unconscious bias, including the five defining characteristics of unconscious bias*The real-world impacts of unconscious biases, including impacts on racial minorities, women, and older workers*The concept of microaggressions, with examples*An effective strategy for adult learning that can be applied to change unconscious biases, which can also be used to learn other skills*A framework for handling mistakes and using them to build trust and respect in the workplace. We call this the "oops, did I just say that?" section. | Williams Ciana |
| 6/8/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Section 529 Plans: A Comprehensive Guide (Webinar) (26WS-1161)26WS-1161 | *529 plan structure, requirements, and tax treatment*Qualified education expenses, K--12 allowances, and student loan limits*Contribution rules, gift-tax interactions, and the five-year election*Distribution rules, penalties, and coordination with financial aid*State tax considerations and recapture issues*SECURE Act 2.0 529-to-Roth IRA rollover provisions*Grandparent-owned 529 plans and FAFSA implications*Multigenerational and dynasty 529 planning strategies*Common challenges, risks, and practical decision frameworks | |
| 9/16/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Weekly Expert Hour (Webinar) (26WS-0486)26WS-0486 | *Each week's topics will change based on the most critical issues affecting financial professionals | Tucker Michael J |
| 6/18/2026 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Individual and Financial-Planning Tax Camp (Webinar) (26WS-0424)26WS-0424 | *Comprehensive coverage of the One Big Beautiful Tax Bill Act*Reading a tax return for developing client-specific tax strategies*Changes to the lifetime estate tax exemption considering proposed regulations*The net investment income tax: planning for compliance*Family income-splitting strategies that need to be considered*Income tax issues: impact on timing of other income*Selling a principal residence*Two principal residences at the same time*Use of life insurance to protect families: Whole Life Insurance, Term Life Insurance, Universal Life Insurance, and Variable Life Insurance*Using Roth IRAs and Roth contribution programs to best advantage*Conversions: do they still make sense?*Taking distributions: matching timing to client requirements*Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed*Social Security - the latest on the looming solvency crisis*Incentive Stock Options and Employee Stock Purchase Plan considerations*What to do about itemized deductions*Trans-generational planning: conversions, income, and gain-splitting*Tax benefits of HSAs and other tax-advantaged accounts*Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future*Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement*Best financial planning ideas for young people | Peters David R. |
| 6/12/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Raising Financially Capable Children (Webinar) (26WS-0991)26WS-0991 | *Discussion of the importance of financial education for the next generation*Understanding a client's financial values*Determining a client's financial literacy*Helping clients develop a teaching roadmap*Using knowledge to protect against entitlement*Developing a knowledge base for the information, including a full list of recommended books on the topic and games for families to play*Discussion of specific topics, including tips and tricks related to:*Allowances*Earning, work, and entrepreneurship*Spending, saving, and investing*Philanthropy*Taxes*Credit cards, crypto, and financial fraud | |
| 8/26/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Tax Reporting for Executive Compensation (Webinar) (26WS-0410)26WS-0410 | *Nonqualified deferred compensation (NQDC)*Nonqualified stock options (NQSOs)*Incentive stock options (ISOs)*Restricted stock/restricted stock units (RSUs)*Stock appreciation rights (SARs) and phantom stock*Employee stock purchase plans (ESPPs)*Applicable tax forms and schedules*Stock sale reporting*Estimated taxes*Filing deadlines and extensions*State taxation | |
| 6/11/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Navigating AI Compliance: The EU AI Act for U.S. Finance and Accounting Leaders (Webinar) (26WS-0904)26WS-0904 | *Introduction to the EU AI Act: background, objectives, global relevance, and extraterritorial scope*Key provisions and risk classifications: prohibited, high-risk, limited-risk, and general-purpose AI systems; prohibited AI practices*Compliance requirements for high-risk AI systems: technical documentation, data governance, and human oversight requirements; importance of risk management and transparency obligations*Practical steps for U.S. professionals: strategies to align with EU compliance standards; anticipating future regulatory developments | Ng Cory |
| 8/17/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Ethical Considerations for CPAs (Webinar) (26WS-0247)26WS-0247 | *Auditor independence and its importance to the public accounting profession*Common threats to auditor independence*AICPA's framework for assessing conflicts of interest*Unique threats related to non-attest services to attest clients*Common safeguards to help assure compliance with relevant rules and regulations | |
| 5/21/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (26WS-0513)26WS-0513 | *Discussion of key individual provisions of the One Big Beautiful Bill Act, such as TCJA provisions made permanent, new tip income deduction, new overtime pay deduction, Trump accounts, and the expanded SALT cap*Comprehensive coverage of business provisions of the One Big Beautiful Bill Act, including but not limited to:*Bonus Depreciation made permanent*Increased Section 179 deduction*Changes toSection 174 R&E Expenditures*Changes to Section 163(j)*Form 1099/1099-K changes*Qualified Small Business Stock Exclusion*Excess Business Loss Limitation *Section 1244 Small Business Stock and Section 1202 Qualified Small Business Stock treatment and applicability*Principles and considerations for nonresident withholding, composite payments, and passthrough entity taxes*Partnership Distributions, Form 7217, and S Corporation Redemptions*Thinking beyondSection 163(j) -- Interest Allocation Rules, Original Issue Discount, Applicable High Yield Discount Obligations, Convertible Corporate Debt Instruments, and Debt-Financed Distributions*Timely coverage of breaking tax legislation*Selected Practice and Reporting Issues: What's new?*A review of recent cases and tax law changes and IRS guidance affecting S corporations, partnerships, limited liability companies, and limited liability partnerships*Decentralized Autonomous Organizations (DAOs) | Peters David R. |
| 6/24/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Representing a Client in an IRS Audit (Webinar) (26WS-0589)26WS-0589 | *Impact of the Trump Administration on IRS funding*Reduction in IRS staffing*Potential reduction in IRS's ability to process and audit tax returns*Status of IRS Direct File program*Auditing large corporations and partnerships*Audits of high income and high net worth individuals*Information document requests*What happens when a client agrees or disagrees with the IRS's audit findings*The Dirty Dozen for 2025: roadmap to IRS audit issues | Tucker Michael J |
| 7/1/2026 | 8 - 11 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Business Law for Small Business Owners (Webinar) (26WS-0720)26WS-0720 | *Contract principles*Legal issues related to various types of business organizations*Worker classification*Employee rights and the duties of employers*Real property law | Peters David R. |
| 7/22/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Introduction to AI in Accounting (Webinar) (26WS-0867)26WS-0867 | *Understanding narrow AI vs. general AI*Machine learning (ML), deep learning (DL), neural networks*Natural language processing (NLP) and its role in accounting*AI applications in accounting and finance*Automated data entry and processing*Expense management automation*AI-driven audit support and compliance monitoring*Financial forecasting and risk assessment*Benefits and challenges of integrating AI*Enhancing efficiency and accuracy in accounting processes*Ethical considerations and risk management in AI adoption*Overcoming resistance to AI implementation within firms*Lessons learned from AI-driven transformations in finance departments*Predicting AI's influence on the future of the accounting profession*Preparing for the evolving role of accountants in an AI-enhanced environment | Ng Cory |
| 8/11/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Mastering Client Management for Accounting and Finance Professionals (Webinar) (26WS-0797)26WS-0797 | *The evolving landscape of client expectations in the accounting profession*Building strong and lasting client relationships through effective communication, empathy, and proactive service*Implementing efficient client onboarding and engagement processes*Leveraging technology to streamline communication, enhance collaboration, and deliver personalized service*Effectively resolving client concerns and complaints*Utilizing client feedback to continually improve your practice | Cornell Jason |
| 8/3/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Trump Accounts Created by OBBBA: A Comprehensive Guide for Accounting and Finance Professionals (Webinar) (26WS-0883)26WS-0883 | *Establishing and administering a Trump Account*Who can make contributions to a Trump Account*Limits on contributions to a Trump Account*Employer contributions to a Trump Account*Participation in the pilot program*What a Trump Account can invest in*Basis tracking for after-tax contributions*Taxation of distributions from a Trump Account*Rolling a Trump Account into another account*The potential advantages and disadvantages of having a Trump Account*Opting out of a Trump Account*Issues impacting a Trump Account, such as distribution, when the beneficiary turns 18 | Appleby Denise |
| 8/12/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Implementing Subscription Pricing to Your Practice (Webinar) (26WS-0992)26WS-0992 | *The basics of subscription pricing*Pricing strategies, with an eye toward a modern model for your business*How to implement subscription pricing*The need to look back and assess the financial impact of the implementation*How to manage customer retention*The optimum subscription pricing for your business | |
| 8/26/2026 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Update on the SECURE 2.0 Act (Webinar) (26WS-1044)26WS-1044 | *Mandatory automatic enrollment for new plans*Part-time worker eligibility expansion*Higher catch-up limit to apply at age 60, 61, 62, and 63*Change in the credit for small employer pension plan startup costs*$2,000 saver's match*Changes in pooled employer plans*Multiple employer 403(b) plans*Increase in age for required beginning date for mandatory distributions*Indexing IRA catch-up limit*Treatment of student loan payments as elective deferrals for purposes of matching contributions*Application of credit for small employer pension startup costs to employers who join an existing plan*Small immediate financial incentives for contributing to a plan*Withdrawals for certain emergency expenses*Starter 401(k) plans for employers with no retirement plans*Recovery of retirement plan overpayments*Tax treatment of IRAs involved in a prohibited transaction*Clarification of substantially equal periodic payment rule | Tucker Michael J |
| 9/1/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Real Estate Taxation: Critical Considerations (Webinar) (26WS-0294)26WS-0294 | *The impact of recent tax legislation on the real estate industry*Depreciation and recapture*Determining the basis when acquiring real estate*Passive activity losses*Calculation of gain or loss on sale of real estate*Rental operations*Installment sales | Peters David R. |
| 5/29/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's A Guide to the 401(k): Concepts and Strategies (Webinar) (26WS-0342)26WS-0342 | *401(k) eligibility, vesting, compensation limits, and annual testing*Contribution types, limits, deadlines, and reporting requirements*Traditional, Roth, and other after-tax contribution planning strategies*Employer match optimization and profit-sharing structures*Coordination across multiple employers and plan types*Distributions, penalties, and tax reporting considerations*Direct vs. indirect rollovers and rollover risk management*Net unrealized appreciation (NUA) planning for employer stock*Qualified plan loans and appropriate use cases*Inherited plan rules | |
| 6/4/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Managing Up the Ladder (Webinar) (26WS-0745)26WS-0745 | *Influence, persuasion, and power*Navigating without position power | |
| 7/24/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Adapting to Today's Changing Accounting Landscape (Webinar) (26WS-0600)26WS-0600 | *Evolving accounting landscape*Data complexity in accounting and tax*Value-added billing*Artificial Intelligence*Shifting client expectations*Navigating regulatory uncertainty*The impact of accountants on society*Embracing change and innovation*Pipeline challenges | Peters David R. |
| 7/6/2026 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's The Most Critical Challenges in Governmental Accounting Today (Webinar) (26WS-1107)26WS-1107 | *The implementation of GASB No. 103 on financial reporting model improvements*GASB No. 104 addressing disclosure of certain capital assets*Impacts of recently applied standards, recently issued implementation guide questions, and additional GASB projects (e.g., subsequent events) | Blanton Charles |
| 9/10/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Improving Your Profits: Identifying Cost Cutting Opportunities (Webinar) (26WS-0573)26WS-0573 | *What keeps companies from becoming streamlined?*Behavioral biases*Information processing biases*Emotional biases*How to deal with behavioral biases*Connecting behavioral biases to cost cutting*Creating a culture of cost cutting*Rules of thumb for cost cutting*Managing headcount*Post-COVID common areas of excess cost*Budgeting techniques*Budget variances*Benchmarking*Common size financial statements*Horizontal analysis*Negotiation and contracting techniques*Cash flow and the business cycle | Peters David R. |
| 6/30/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Individual and Financial-Planning Tax Camp (Webinar) (26WS-0790)26WS-0790 | *Comprehensive coverage of the One Big Beautiful Tax Bill Act*Reading a tax return for developing client-specific tax strategies*Changes to the lifetime estate tax exemption considering proposed regulations*The net investment income tax: planning for compliance*Family income-splitting strategies that need to be considered*Income tax issues: impact on timing of other income*Selling a principal residence*Two principal residences at the same time*Use of life insurance to protect families: Whole Life Insurance, Term Life Insurance, Universal Life Insurance, and Variable Life Insurance*Using Roth IRAs and Roth contribution programs to best advantage*Conversions: do they still make sense?*Taking distributions: matching timing to client requirements*Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed*Social Security - the latest on the looming solvency crisis*Incentive Stock Options and Employee Stock Purchase Plan considerations*What to do about itemized deductions*Trans-generational planning: conversions, income, and gain-splitting*Tax benefits of HSAs and other tax-advantaged accounts*Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future*Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement*Best financial planning ideas for young people | Peters David R. |
| 7/31/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (26WS-0567)26WS-0567 | *Comprehensive coverage of the One Big Beautiful Bill Act*Review of key components of President Trump's tax bill, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities*Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection*Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms*Sale of Passthrough Entity Interests and Net Investment Income Tax - analyze the tax implications of selling interests in passthrough entities, including relevant examples, and how the Net Investment Income Tax (NIIT) applies to these transactions*The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status*Timely coverage of breaking tax legislation*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 6/30/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (26WS-0580)26WS-0580 | *Comprehensive coverage of the One Big Beautiful Bill Act*Review of key components of President Trump's tax bill, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities*Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection*Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms*The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status*Timely coverage of breaking tax legislation*Real Estate professional requirements*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | Peters David R. |
| 7/1/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (26WS-0779)26WS-0779 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services*Sample comprehensive engagement work programs for preparation, compilation and review engagements*Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations*Other communication requirements, such as sample engagement letters and management representation letters | Levine Kenneth L. |
| 7/30/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's The AI-augmented Professional: Practical Tools, Real Risks and Immediate Use Cases (Webinar) (26WS-0664)26WS-0664 | *Explore from the history of automation to the current landscape of large language models (LLMs) and generative tools to demystify the technology*Free, accessible apps to enterprise-grade solutions and specialized accounting software tailored for tax, audit, and advisory workflows*Ethical obligations and professional standards that govern AI use, including data privacy, client confidentiality, and the management of "hallucinations" or inaccuracies*Through specific use cases and prompting demonstrations, understand how to use AI to draft complex communications, summarize research, optimize Excel workflows, and enhance client advisory services | |
| 7/15/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Virtual Currency: Keeping Up with the Tax Code (Webinar) (26WS-0939)26WS-0939 | *Overview of virtual currency*Property transactions with virtual currency*Receiving virtual currency as payment*Paying using virtual currency*Charitable donations with virtual currency*Gifting of virtual currency*Form 8300 reporting | Peters David R. |
| 8/19/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Latest Developments in Government and Not-for-Profit Accounting and Auditing (Webinar) (26WS-0315)26WS-0315 | *Developing issues related to the Yellow Book and single audits*Key AICPA developments affecting audits of governments and not-for-profits*The implementation of GASB No. 103 on financial reporting model improvements*GASB No. 104 addressing disclosure of certain capital assets*Impacts of recently applied governmental standards, recently issued implementation guide questions, and additional GASB projects (e.g., subsequent events)*The essential disclosure requirements specific to not-for-profit organizations and strategies for enhancing clarity and value*The advantages, challenges, and best practices for effectively presenting a measure of operations | Blanton Charles |
| 6/2/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's AI and Data Ethics in Accounting (Webinar) (26WS-0421)26WS-0421 | *Fundamental principles of AI and data ethics*Importance of ethics in AI adoption*Relevance of data ethics in accounting practices*Frameworks for ethical AI implementation*Ethical implications of AI in auditing and accounting*Maintaining independence and objectivity*Ensuring professional skepticism with AI tools*Addressing ethical dilemmas in AI-driven audits*Algorithmic bias and fairness in AI systems*Identifying and understanding algorithmic bias*Strategies to ensure fairness in AI models*Case studies on bias and fairness issues in accounting*Regulatory requirements and guidelines*Overview of national and international regulations (e.g., GDPR, HIPAA)*Compliance with ethical standards in AI use*Emerging guidelines from accounting bodies on AI ethics*Strategies for ethical AI use in accounting*Implementing ethical AI frameworks and tools*Promoting transparency, accountability, and fairness*Developing a culture of ethics in AI-enhanced accounting practices | Ng Cory |
| 6/12/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Understanding Partnership Taxation: PTE Elections, 754 Elections and Selling a Partnership Interest (Webinar) (26WS-0524)26WS-0524 | *Notice 2020-75: PTE elections*What is a 754 election?*What if a 754 election is not in effect?*Tax implications of a partnership interest sale on the seller*Look-through provisions | Peters David R. |
| 6/24/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's More Money at the End of the Month: Strategic Ways to Improve Cash Flow (Webinar) (26WS-0512)26WS-0512 | *How to optimize cash flow*Qualitative evaluations: core earnings and sustainable growth*Quantitative evaluations: liquidity ratios*Increasing customer base vs. payment terms*Business cycle and cash*Behavioral finance biases*Managing head count*Other potential areas of excess cost | Peters David R. |
| 6/23/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's A Complete Guide to the Yellow Book (Webinar) (26WS-0647)26WS-0647 | *Circumstances requiring auditors to follow the Yellow Book (Government Auditing Standards or GAGAS)*Relationship of Yellow Book requirements to GAAS and single audit requirements*Auditor qualifications under the Yellow Book: independence, CPE, peer review, and related requirements*The Yellow Book requirements related to the performance of and reporting on a financial audit*Identifying and reporting findings under the Yellow Book*The Yellow Book requirements related to attestation engagements (examinations, reviews, and agreed-upon procedures) and performance audits | Blanton Charles |
| 7/13/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (26WS-0698)26WS-0698 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures*Statement on Quality Management Standards: SQMS 1, SQMS 2, and SQMS 3*Post-Implementation Review Report for revenue recognition under ASC 606 and best practices in applying ASC 606*Fraud case studies*Recently issued SASs and other AICPA activity*Recently issued PCAOB standards and SEC rulemaking activities*Other important A&A practice matters | Carney Jason W |
| 7/18/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Securing a Comfortable Retirement in the Age of Spending (Webinar) (26WS-0284)26WS-0284 | *Retirement planning using variables such as desired lifestyle, travel plans, housing plans, medical needs, and family needs to customize a retirement plan unique to the client*Using a residence and other real estate as retirement assets through equity and rent*Using a small business as a retirement resource through creative retirement plans*Overview of asset allocation, portfolio management, portfolio rebalancing, and investment selection concepts, before and after retirement*The three-legged retirement stool: employer retirement, savings, and Social Security*Planning with the retirement provisions of SECURE Act 2.0*Updates introduced by the One Big Beautiful Bill Act*Distribution/asset liquidation planning*Analysis of the most current/important research on retirement planning and sustaining retirement income levels | Frost Michael |
| 5/28/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Annual Tax-Planning Guide for S Corporations, Partnerships and LLCs (Webinar) (26WS-0362)26WS-0362 | *Update on latest cases, rulings, and regulations including the final regs*Provisions of Revenue Procedure 2022-19: Relief for S corporations*Legislative update on retirement plan changes of the SECURE Act 2.0*How to handle liabilities of LLCs*Planning opportunities and pitfalls in determining basis and amounts at risk -- recourse and nonrecourse debt issues for LLCs, and much more*Section 199A pass-through deduction planning*Partnership planning -- Structuring partnership distributions and transfers of interests*Optional basis adjustments -- Section Section 754 and 732(d)*Planning for the utilization of Section 179 and for the scheduled phase out of bonus depreciation*Basis, distribution, redemption, and liquidation issues of S corporations*Compensation in S corporations*Sale of a partnership -- the best planning concepts*What you need to know about family pass-throughs -- Estate planning, family income splitting, and compensation planning*Partnership and LLC allocations*A brief look at possible future changes to the taxation of pass-through entities*The who, what, when, where, and how of the new FinCEN BOI reporting requirements | Frost Michael |
| 6/5/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Data Security: Best Practices to Protect Your Business and Yourself (Webinar) (26WS-0619)26WS-0619 | *Ethical duty to safeguard employee, client, and litigant data*Common threats, including phishing, ransomware, and bad password management*Security management of business and personal electronic devices*Best practices for creating and securing passwords*Insight into how our personal information is exploited in our daily lives | |
| 7/8/2026 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (26WS-0770)26WS-0770 | *Comprehensive coverage of the One Big Beautiful Bill Act*Review of key components of President Trump's tax bill, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities*Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection*Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms*The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status*Timely coverage of breaking tax legislation*Real Estate professional requirements*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | Peters David R. |
| 7/29/2026 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Tax Research (Webinar) (26WS-0416)26WS-0416 | *Tax code hierarchy*Organization of an Internal Revenue Code section*Special rules for IRC citation*Citing other primary authority*Private letter rulings*Primary vs. secondary authority*Secondary sources of authority*Steps in the tax research process*Research memoranda | Peters David R. |
| 6/11/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Taxation of Tips and Overtime Under OBBBA (Webinar) (26WS-0865)26WS-0865 | *$12,500 deduction per individual for qualified overtime pay*Payment of overtime under the Fair Labor Standards Act (FLSA)*Calculating the "premium portion" of the extra half-time pay*Social Security and Medicare withholding*Employer furnishing the record of qualified overtime compensation to employees*Definition of a qualified tip*IRS list of traditionally-tipped occupations*$25,000 deduction for reported tips*The transition rule allowing employers to indicate the approximate amount designated as tips or overtime*State tax issues relating to tips and overtime*Changes in the W-2 reflecting new employer reporting responsibilities | Tucker Michael J |
| 8/10/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (26WS-0502)26WS-0502 | *Comprehensive coverage of the One Big Beautiful Bill Act*Review of key components of President Trump's tax bill, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities*Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection*Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms*The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status*Timely coverage of breaking tax legislation*Real Estate professional requirements*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | Peters David R. |
| 6/23/2026 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's U.S. Taxation of Foreign Corporations: A Case Study Approach (Webinar) (26WS-0402)26WS-0402 | *Understand how to approach and analyze the U.S. taxation of foreign corporations*Using an example, calculate tested income, Subpart F, and PFIC income inclusions for an individual and C corporation*Determine how much foreign tax credit can be claimed against such income inclusions*Determine how subsequent dividend distributions from the foreign corporation are taxed*Calculate capital gain on the disposition of the foreign corporation*Compare different outcomes and discuss the impact of Section 962 election*Identify basic strategies for managing tax liabilities related to foreign corporations | |
| 6/10/2026 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Audits of 401(k) Plans: New Developments and Critical Issues (Webinar) (26WS-0279)26WS-0279 | *Proper planning of benefit plan audit engagements and developing audit strategy while improving overall efficiency*Common pitfalls in planning and detailed audit procedures*Changes affecting 401(k) plans, including recently issued SASs*Common mistakes as noted in peer reviews and DOL inspections | Critcher Melissa G |
| 5/28/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Exploring Business Valuation Fundamentals (Webinar) (26WS-0280)26WS-0280 | *What does value mean?*Technical vs. fundamental analysis*Intrinsic value*Other discounted cash flow models*Assumptions in the Gordon Growth Model*Valuations using free cash flows*Residual income model*Enterprise value*Value in mergers and acquisitions*Small business valuations and discounts*Advanced valuation models | Peters David R. |
| 5/28/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (26WS-0605)26WS-0605 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures*Statement on Quality Management Standards: SQMS 1, SQMS 2, and SQMS 3*Post-Implementation Review Report for revenue recognition under ASC 606 and best practices in applying ASC 606*Fraud case studies*Recently issued SASs and other AICPA activity*Recently issued PCAOB standards and SEC rulemaking activities*Other important A&A practice matters | Carney Jason W |
| 7/7/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (26WS-0371)26WS-0371 | *Comprehensive coverage of the One Big Beautiful Bill Act*Review of key components of President Trump's tax bill, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities*Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection*Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms*The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status*Timely coverage of breaking tax legislation*Real Estate professional requirements*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | Peters David R. |
| 6/8/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Understanding Partnership Taxation: PTE Elections, 754 Elections and Selling a Partnership Interest (Webinar) (26WS-0641)26WS-0641 | *Notice 2020-75: PTE elections*What is a 754 election?*What if a 754 election is not in effect?*Tax implications of a partnership interest sale on the seller*Look-through provisions | Peters David R. |
| 7/10/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Getting Ahead: The Art of Marketing for CPAs (Webinar) (26WS-0915)26WS-0915 | *Challenges of marketing CPA firms*Developing marketing strategy*Elements of a marketing plan*Example: CPA firm marketing plan*Marketing regulatory/AICPA issues*Picking the right marketing channels*Marketing channel statistical analysis*Developing marketing metrics | Peters David R. |
| 8/18/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Data Security: Best Practices to Protect Your Business and Yourself (Webinar) (26WS-0887)26WS-0887 | *Ethical duty to safeguard employee, client, and litigant data*Common threats, including phishing, ransomware, and bad password management*Security management of business and personal electronic devices*Best practices for creating and securing passwords*Insight into how our personal information is exploited in our daily lives | |
| 8/13/2026 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Taxation of Tips and Overtime Under OBBBA (Webinar) (26WS-0719)26WS-0719 | *$12,500 deduction per individual for qualified overtime pay*Payment of overtime under the Fair Labor Standards Act (FLSA)*Calculating the "premium portion" of the extra half-time pay*Social Security and Medicare withholding*Employer furnishing the record of qualified overtime compensation to employees*Definition of a qualified tip*IRS list of traditionally-tipped occupations*$25,000 deduction for reported tips*The transition rule allowing employers to indicate the approximate amount designated as tips or overtime*State tax issues relating to tips and overtime*Changes in the W-2 reflecting new employer reporting responsibilities | Tucker Michael J |
| 7/21/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Representing a Client in an IRS Audit (Webinar) (26WS-0911)26WS-0911 | *Impact of the Trump Administration on IRS funding*Reduction in IRS staffing*Potential reduction in IRS's ability to process and audit tax returns*Status of IRS Direct File program*Auditing large corporations and partnerships*Audits of high income and high net worth individuals*Information document requests*What happens when a client agrees or disagrees with the IRS's audit findings*The Dirty Dozen for 2025: roadmap to IRS audit issues | Tucker Michael J |
| 8/17/2026 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Shades Of Gray: Practicing Before The Internal Revenue Service -- Circular 230 Current State (Webinar) (26WS-0231)26WS-0231 | *Office of Professional Responsibility -- Authority and Procedures*Current status of the regulations governing tax practice before the IRS (Circular 230 Rev. 6/2014)*In depth coverage of the various Due Diligence obligations of tax professionals*Overview of other key Circular 230 provisions*Practitioner responsibilities to their clients and to the Tax Administration System*Best Practices for all tax professionals | |
| 5/19/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Annual FASB Update and Review (Webinar) (26WS-0562)26WS-0562 | *Private company standard-setting activities*Recent FASB Accounting Standards Updates (ASUs), including those addressing financial instruments, credit losses under ASC 326, government grants, and business combinations*Non-GAAP financial measures*ASC 842, Leases*ASC 842 final PIR report findings | Carney Jason W |
| 6/29/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Business Writing: Professional and Effective Emails (Webinar) (26WS-0514)26WS-0514 | *Preparing to write: what is my purpose and objective and who is my audience*When email is the appropriate communication methodology and when it's not*Common email mistakes and how to avoid them*Proven techniques for writing more efficient, readable, and outcome-focused emails | |
| 6/24/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Predicting Future Financial Issues Facing the Financial Executive (Webinar) (26WS-0411)26WS-0411 | *CPA becoming attuned to broad based business knowledge, professional skepticism, and subordination of judgment*The future of medical care in the United States in a post COVID-19 environment*Future of social security and impact on retirement planning and employee retention*Impact on financial executive if the dollar is no longer the world currency*"Fate of the States" -- will the location of your business make you less competitive*Future of workmen's compensation and unemployment compensation*Future of interest rates*Impact of greater reliance on technology*AICPA top 10 trends and technologies*National infrastructure*ESG and DEI trends in the global economy*Impact of continuing uncertainty in markets | Ryan Francis X |
| 6/11/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| Surgent's The Road Ahead: Critical OBBBA Changes Impacting Accounting and Finance Professionals (Webinar) (26WS-0525)26WS-0525 | *Marginal tax rates effective in 2025 and beyond*The QBI deduction*Qualified residential interest*Child Care Credit*Miscellaneous itemized deductions, including the educator deduction*Rollovers from 529 plans to ABLE accounts*Additional expenses treated as qualified higher education expenses for purposes of 529 accounts*Termination of credits for environmentally clean autos and expenditures*Other timely topics | Tucker Michael J |
| 6/24/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Fundamentals of Public Charity Taxation and Form 990 (Webinar) (26WS-0468)26WS-0468 | *Organization and structure of Form 990*Form 990 and its various schedules*Form 990 filing requirements*The public support tests*Taxation of unrelated business income*Compensation-related reporting issues*Potential changes in the income taxation of not-for-profit organizations | Tucker Michael J |
| 6/17/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Guide to Calculating S Corporation Shareholder Stock and Loan Basis (Webinar) (26WS-0518)26WS-0518 | *Introduction to Form 7203*Introduction to the calculation of stock basis*Introduction to the calculation of loan basis*Taxable and nontaxable S corporation distributions to shareholders*The election to reduce basis by deductible losses and expenses before reducing basis by nondeductible expenses | Tucker Michael J |
| 6/24/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs (Webinar) (26WS-0440)26WS-0440 | *How and why a partnership makes a 754 election*The effect of the 754 election when an interest in a partnership is sold or inherited*How the 754 election applies when a partnership makes a distribution of property to one or more of its partners*How to make the 754 basis adjustment | Tucker Michael J |
| 6/15/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Update on Recent AICPA Standard Setting: Staying Current in a Changing Environment (Webinar) (26WS-1124)26WS-1124 | *AICPA hot topics and standard-setting initiatives*AICPA Quality Management Standards: SQMS No. 1, SQMS No. 2, and SQMS No. 3*Consideration of fraud in a financial statement audit*Discussion of the standard on audit evidence effective for years ended December 31, 2022*Discussion of the standard on auditing accounting estimates and disclosures effective as of December 31, 2023*Discussion of the two standards on use of specialists and information from a pricing service, and the newly updated risk assessment standard effective for years ended December 31, 2023*Discussion of standards that are effective as of 2025, including those dealing with client acceptance and questions asked of the predecessor auditor, the partner's responsibility for engagement quality, group audits, conforming changes to compliance auditing, and more | |
| 9/11/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Top Business Tax Planning Strategies (Webinar) (26WS-0608)26WS-0608 | *Lower marginal tax rates made permanent*New, more generous depreciation rules for bonus and Section 179*Qualified production property and bonus depreciation*Full expensing of domestic research and experimental expenditures*Rev. Proc. 2025-28 and options for small taxpayers*Taking advantage of the QBI deduction*Taking advantage of the SALT cap and the pass-through entity tax*Form 1099 reporting changes*Deducting business interest and business losses*Taking advantage of the new Section 1202 tax regime | Tucker Michael J |
| 7/7/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs (Webinar) (26WS-0794)26WS-0794 | *How and why a partnership makes a 754 election*The effect of the 754 election when an interest in a partnership is sold or inherited*How the 754 election applies when a partnership makes a distribution of property to one or more of its partners*How to make the 754 basis adjustment | Tucker Michael J |
| 7/31/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Weekly Expert Hour (Webinar) (26WS-0843)26WS-0843 | *Each week's topics will change based on the most critical issues affecting financial professionals | Tucker Michael J |
| 8/6/2026 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services (Webinar) (26WS-0470)26WS-0470 | *Communicating financial results*The role of the accountant in communication*The challenges accountants face in communication*Creating better awareness of a company's financials*Behavioral biases of stakeholders*Tips for staying on-point in communication*Case study | Peters David R. |
| 6/17/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's A Complete Guide to the Yellow Book (Webinar) (26WS-0263)26WS-0263 | *Circumstances requiring auditors to follow the Yellow Book (Government Auditing Standards or GAGAS)*Relationship of Yellow Book requirements to GAAS and single audit requirements*Auditor qualifications under the Yellow Book: independence, CPE, peer review, and related requirements*The Yellow Book requirements related to the performance of and reporting on a financial audit*Identifying and reporting findings under the Yellow Book*The Yellow Book requirements related to attestation engagements (examinations, reviews, and agreed-upon procedures) and performance audits | Blanton Charles |
| 5/26/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Top 20 Questions Advisers Ask About the SECURE Acts and Other IRA Rules (Webinar) (26WS-0705)26WS-0705 | *529 to Roth: who, what, when, and how*SECURE Act 1.0 and the 10-year rule*Roth IRA beneficiary options*Where the stretch IRA really ends*The new limitations for spouse IRA beneficiaries*The new spouse options for spouse beneficiaries*New RMD rules for Roth 401(k)s*Overriding the 10-year rule for an eligible designated beneficiary*How the age of death affects beneficiary options*The new early distribution penalty exceptions*Rollovers vs. transfers for spouse beneficiaries*Qualified charitable distributions (QCDs) for owners and beneficiaries*The "at least as rapidly" (ALAR) rule*New reduced rate for excess accumulation penalty on RMD failures*How to avoid unlimited accrual of the 6% excise tax*How to avoid unlimited accrual of the 25% excise tax*Clarifying the definition of disability for an exception to the 10% additional tax*The new starting ages for RMDs*Designated vs. eligible designated beneficiaries and their options*Catch-up contributions for ages 50 and over*Catch-up contributions for ages 60 to 63*When the 60-day deadline is missed*When the one-per-year rollover limit is about to be broken*Retaining qualifications for exceptions to the 10% additional tax | Appleby Denise |
| 7/20/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings (Webinar) (26WS-0579)26WS-0579 | *Coverage of applicable rules from SECURE Act 2.0*The 10% penalty*Net unrealized appreciation of employer securities*Roth IRA conversions*Rollovers and the limitations*Direct rollovers vs indirect rollovers, and tax withholding*Beneficiary portability rules*When a Roth IRA distribution is qualified to be tax-free*Excess contributions and the 6% excise tax | Appleby Denise |
| 7/1/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Fraud in Single Audits (Webinar) (26WS-0684)26WS-0684 | *Real-life misappropriations involving federal awards and how they were carried out*The backgrounds, motivations, and methodologies of the fraudsters*The problems that allowed the frauds to occur without prevention or detection | Blanton Charles |
| 7/16/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Strategies for Maximizing Social Security Benefits (Webinar) (26WS-0642)26WS-0642 | *Eligibility rules for retirement, spousal, divorced spouse, survivor, and family benefits*Understanding the new age of deemed filing*How dual entitlement is calculated and how it affects benefit outcomes*Key factors in deciding when to claim Social Security benefits*Coordinating work and benefits, including the earnings test and its effect on income*Managing Social Security to maximize after-tax cash flow, avoid higher Medicare premiums, and protect the survivor*Updates related to recent legislation, including the SSFA and the OBBBA | |
| 7/10/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Required Minimum Distributions: Compliance and Planning (Webinar) (26WS-1033)26WS-1033 | *Minimum distribution requirement changes by the SECURE Act 2.0*Latest IRS guidance, including final regulations*The calculation of required minimum distributions using the Uniform Life Table*Required minimum distributions from multiple accounts*New Section 401(k) rules of SECURE Act 2.0*Inherited employer retirement accounts and IRAs: Changes to spousal and non-spousal beneficiary distribution options and stretch IRAs under the SECURE Act*Required minimum distributions in the year of death*Roth conversions for estate planning and avoiding required minimum distributions*Timing of distributions for maximum tax-free compounding*Section 529 rollovers to Roth accounts under SECURE Act 2.0*Qualified charitable distributions from IRAs and the relationship between deductible IRAs and QCDs under the new anti-abuse rules. Includes SECURE Act 2.0 rollovers to CRUTs and CRATs*Taxation of distributions*Penalties for missed required minimum distributions and reasonable cause for abatement of penalties. Includes SECURE Act 2.0 changes | Frost Michael |
| 8/31/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's The CMA's Guide to Project Management (Webinar) (26WS-0226)26WS-0226 | *Establishing a system: identifying forces that support the status quo; setting milestones and goals; the role of the CMA*Necessary first steps: set a framework for the project's activities; identify needed resources; obtain support; decide on a structure; establish a team for a specific project; identify necessary team skill sets*Project evaluation: analytical tools, strategic evaluation; sources of risk*Maintaining focus: monitoring and measuring results; keeping to the project's scope*Avoiding frequent traps: sunk costs; financing pitfalls; project creep; tunnel vision; failure to integrate the team's work internally and/or the final project with the remaining organization*Introduction and examples of analytical tools throughout the session: mapping; CPM; Gantt charts; benchmarking; Pareto analysis; PESTLE analysis; valuation techniques; post-completion evaluations | |
| 5/18/2026 | 12 - 2 p.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| Surgent's Top Ten Questions from Partnership Clients Regarding the Section 754 Election (Webinar) (26WS-0483)26WS-0483 | *How does a partner compute his or her basis in a partnership?*What is the difference between a partner's inside and outside basis?*What is the difference between a partner's capital account and partner's outside basis?*How does Section 732(d) impact the buyer of a partnership interest?*How does a partnership report a Section 754 election on the partnership's tax return?*How does a partnership make a Section 754 election?*How does a partnership make a Section 743(b) adjustment?*How does a partnership make a Section 734(b) adjustment?*How is a Section 743(b) adjustment or Section 734(b) adjustment allocated to the assets of a partnership?*How is a Section 743(b) adjustment allocated within the class of ordinary income property and capital gain property? | Tucker Michael J |
| 6/18/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Features and Benefits of SEP IRAs and SIMPLE IRAs (Webinar) (26WS-0906)26WS-0906 | *The new Roth SEP IRAs and Roth SIMPLE IRAs created under SECURE Act 2.0*Key factors for choosing a retirement plan for a small business*Key questions an advisor must ask a small business owner to help determine which retirement plan is suitable for their business*Key questions an advisor must ask a small business owner to help ensure compliance with applicable rules and regulations*How SEP and SIMPLE IRAs benefit the small business owner*How SEP and SIMPLE IRAs benefit employees of small businesses*The tax benefits that help to offset the cost of employer contributions*How to determine which business is eligible to adopt a SIMPLE IRA or SEP IRA*How to determine which employees must be covered | Appleby Denise |
| 8/17/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Annual Update for Defined Contribution Plans (Webinar) (26WS-0595)26WS-0595 | *Common risks and pitfalls associated with defined contribution plans*Nuances of the fair value disclosures*New reporting and disclosure requirements for the current year*Results of DOL Audit Quality Study | Critcher Melissa G |
| 7/2/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Introduction to Charitable Gifting for Individual Taxpayers (Webinar) (26WS-0610)26WS-0610 | *Fundamentals of charitable gifting*Income and estate tax considerations for charitable giving*Charitable deduction rules and limitations*Structuring charitable contributions for maximum tax efficiency*Advanced charitable gifting techniques*Compliance and documentation requirements | |
| 7/7/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them (Webinar) (26WS-0626)26WS-0626 | *Overview of estate planning*The dangers of a Power of Attorney*The most important aspect of a will*Role, scope, rights, and responsibilities of an executor*Benefits of incorporating a trust*Bequests*Caring for a pet*Claims against the estate*Insurance*Consequences of poor estate planning | |
| 7/8/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Strategies for Maximizing Social Security Benefits (Webinar) (26WS-0912)26WS-0912 | *Eligibility rules for retirement, spousal, divorced spouse, survivor, and family benefits*Understanding the new age of deemed filing*How dual entitlement is calculated and how it affects benefit outcomes*Key factors in deciding when to claim Social Security benefits*Coordinating work and benefits, including the earnings test and its effect on income*Managing Social Security to maximize after-tax cash flow, avoid higher Medicare premiums, and protect the survivor*Updates related to recent legislation, including the SSFA and the OBBBA | |
| 8/17/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Reducing a Business Owner Client's Exposure to Social Security and Self-Employment Taxes (Webinar) (26WS-0672)26WS-0672 | *Section 1402(a)(1) exclusions from the definition of self-employment income*Application of the SE tax to members of limited liability companies*Taking a self-employed owner's health insurance deductions against self-employment tax*How using the S corporation and the MMLLC treated as a partnership can help reduce an individual's exposure to self-employment tax*How hiring a spouse and/or child helps reduce self-employment tax*Differentiating between income treated as self- employment income and income that is not self-employment income | Tucker Michael J |
| 7/15/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Successful Communication (Webinar) (26WS-0285)26WS-0285 | *The communication process and barriers that get in the way*Techniques for overcoming barriers*Understanding and self-assessment of each component of the communication process*Gaining skills to listen more effectively, especially in stressful situations with heightened emotions*Action plan to apply techniques in the workplace for communication success | |
| 5/28/2026 | 12:30 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (26WS-1034)26WS-1034 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures*Statement on Quality Management Standards: SQMS 1, SQMS 2, and SQMS 3*Post-Implementation Review Report for revenue recognition under ASC 606 and best practices in applying ASC 606*Fraud case studies*Recently issued SASs and other AICPA activity*Recently issued PCAOB standards and SEC rulemaking activities*Other important A&A practice matters | Carney Jason W |
| 9/1/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Engagement and Client Retention Best Practices (Webinar) (26WS-0620)26WS-0620 | *Managing client expectations*How automation improves client engagement*Understanding the role of feedback systems*Seeking referrals*Building client loyalty*Customer retention marketing*Expanding services offered to clients*Knowing when it is appropriate to enter new markets | Cornell Jason |
| 7/8/2026 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Critical Issues Involving Taxation of Construction Contractors (Webinar) (26WS-1069)26WS-1069 | *The impact of recent legislation on the construction industry (including the OBBBA)*How to qualify for the small contractor exemption and its advantages for the taxpayer*Options available to small contractors regarding taxation of long-term contracts*How the choice of entity impacts taxation of contractors*How AMT impacts the construction industry*IRC Section 460 and large contractors*How uninstalled materials impact taxation of contractors*Look-back rules*Using the 10 percent method to allow certain contractors to defer recognizing taxable income*Critical tax planning strategies for contractors | Peters David R. |
| 9/3/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Perplexing Financial and Economic Issues for the CFO/Controller (Webinar) (26WS-0469)26WS-0469 | *Regulatory, fiscal, and monetary policies impact on the organization*Dodd-Frank Bill and impact on financial reform*Health insurance reform and the impact on the employer*Managing risk in an uncertain economic climate | Ryan Francis X |
| 6/17/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (26WS-0528)26WS-0528 | *Comprehensive coverage of the One Big Beautiful Bill Act*Review of key components of President Trump's tax bill, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities*Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection*Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms*Sale of Passthrough Entity Interests and Net Investment Income Tax - analyze the tax implications of selling interests in passthrough entities, including relevant examples, and how the Net Investment Income Tax (NIIT) applies to these transactions*The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status*Timely coverage of breaking tax legislation*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 6/25/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Preparing Not-for-Profit Financial Statements (Webinar) (26WS-1077)26WS-1077 | *Key requirements, options, and disclosures related to each of the basic financial statements*The reporting of functional and natural expense information*Core not-for-profit accounting requirements related to conditional and unconditional contributions, promises to give, restrictions, designations, contributed services, net assets, special events, the classification of expenses, and more | Blanton Charles |
| 9/4/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Current Issues in Accounting and Auditing: An Annual Update (Webinar) (26WS-0752)26WS-0752 | *Recently issued but newly implemented Accounting Standards Updates (ASUs), the PCC Update, and items on the FASB's Technical Agenda*New ASUs covering disaggregated expenses, crypto assets (e.g., cryptocurrency), and business combinations*Results and findings of the FASB's Final (Stage 3) Post-Implementation Review (PIR) Report on Topic 606*Recently issued SASs and other AICPA activity through SAS No. 149*Detailed review of the three new Statement on Quality Management Standards (SQMS 1, SQMS 2, and SQMS 3)*Other important A&A practice matters | Carney Jason W |
| 7/27/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Engagement and Client Retention Best Practices (Webinar) (26WS-1098)26WS-1098 | *Managing client expectations*How automation improves client engagement*Understanding the role of feedback systems*Seeking referrals*Building client loyalty*Customer retention marketing*Expanding services offered to clients*Knowing when it is appropriate to enter new markets | Cornell Jason |
| 9/9/2026 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Reasonable Suspicion (Webinar) (26WS-0550)26WS-0550 | *The psychosocial, physiological, and behavioral aspects of drug and alcohol abuse in the workplace*The impact of drug and alcohol abuse on workplace safety*The possible connection between performance issues and drug or alcohol abuse*The role of documentation in reasonable suspicion testing*Confidentiality concerns in the testing process | McAndrew Amy |
| 6/26/2026 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Surgent's Weekly Expert Hour (Webinar) (26WS-0690)26WS-0690 | *Each week's topics will change based on the most critical issues affecting financial professionals | Tucker Michael J |
| 7/16/2026 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Social Security and Medicare: Planning for You and Your Clients (Webinar) (26WS-0577)26WS-0577 | *Legislative developments*A full chapter devoted to determining the best planning options for maximizing joint Social Security benefits*Retirement benefits: Amount of benefits in various circumstances; how the amounts are distributed within the family unit*Qualification: Has the client retired? How business entities may be used for Social Security advantage*Income taxation of Social Security: avoidance tactics*Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client?*When can hiring the spouse increase overall benefits? Why should both spouses qualify for survivor benefits?*Disability benefits*When to start Social Security benefits: Advantages and disadvantages at ages 62, full retirement age, and 70*Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later?*Pensions: Distribution strategies; how to use the minimum distribution rules in concert with Social Security benefits*IRAs: Is it time to convert to a Roth?*Medicare, Part D prescription drugs: what retirees need to know | Frost Michael |
| 6/30/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Making Sense of Essential OBBBA Provisions (Webinar) (26WS-0506)26WS-0506 | *Bonus and Section 179 depreciation*Depreciation of qualified production property*The business interest deduction*Tax on excess compensation within tax-exempt organizations*Excise tax on investment income of private colleges*ABLE accounts and the Saver's Credit*Child Tax Credit*Casualty losses*Other crucial OBBBA provisions | Tucker Michael J |
| 6/23/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Workplace Harassment: How to Prevent Harassment and Reduce Liability Risks in Today's Changing Environment (Webinar) (26WS-0254)26WS-0254 | *An overview of workplace harassment and discrimination laws, including the intangible benefits that come with compliance*An overview of sexual harassment and workplace retaliation*The supervisor's (or manager's) role in preventing harassment and in reducing the company's potential liability through good faith efforts at compliance*Review a compliant procedure for handling harassment concerns | McAndrew Amy |
| 5/21/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Data Analytics Toolkit: Tools and Applications (Webinar) (26WS-1119)26WS-1119 | *Definition of Data Analytics*Assessing your organization's current status and establishing an environment for success*Financial staff's core activities*Common uses of analytics and current examples*Behavioral forces that impact decisions*Examples of inaccurate forecasts*Identifying strategic measurements (KPIs)*Improving budgeting and forecasting and addressing Black Swan events*Collecting and using data from traditional and non-traditional data sources*Statistical tools, including Median, Mode, Moving average, Ratio analysis, Pareto analysis, Rolling forecast, Mission-based budgeting, Trend analysis, Regression, Z-Score (public and private organizations), and Simulation*Analytical techniques, including Brainstorming, Mind mapping, and Delphi technique*Software tools that are readily available and can assist in visually exploring data; expanding the scope of available data, as well as collecting, analyzing and presenting results (including Dashboards).*Specific ideas for using Data Analytics, including immediate opportunities and areas for further consideration*Expanded lists of readings and next level software for a participants' future reference | |
| 9/11/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's International Tax Challenges and Opportunities for U.S. Filers (Webinar) (26WS-0972)26WS-0972 | *Residency status for U.S. federal income tax purposes*Key provisions of U.S. income tax treaties*Overview of the taxation of income from foreign entities*Understanding Foreign Tax Credit*Identifying foreign-source and U.S.-source income*Foreign earned income and housing exclusion*Foreign informational form filing requirements | |
| 8/24/2026 | 9 a.m. - 12 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Top Individual Tax Planning Strategies (Webinar) (26WS-0456)26WS-0456 | *Extension and enhancement of reduced rates and the standard deduction*The temporary senior deduction*Extension and enhancement of increased Child Tax Credit*Extension and enhancement of increased estate and gift tax exemption amounts*Contributions to ABLE accounts and benefitting from the Saver's Credit*Increased SALT deduction*Deduction for car loan interest*Using Trump Accounts*Extension and enhancement of paid family and medical leave credit*Enhancement of Adoption Credit, the dependent care assistance program and the child and dependent care tax credit*Tax credit for contributions of individuals to scholarship granting organizations*Additional expenses treated as qualified higher education expenses for purposes of 529 accounts*Individual charitable contributions*Health savings account related tax changes | Tucker Michael J |
| 6/16/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Tax Update for Client Advisory Services (Webinar) (26WS-0541)26WS-0541 | *Common tax deadlines and penalties*Employee Retention Credit -- new developments*Beneficial ownership information reporting*Bonus depreciation changes*Form 1099 reporting and changes*Online accounts and IP PINs*Virtual currency updates*Green energy credit compliance | Peters David R. |
| 6/25/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Working Remotely: Best Practices, Challenges and Opportunities (Webinar) (26WS-0829)26WS-0829 | *Technology and workstation arrangements*Maximizing productivity*Establishing procedures that can be implemented throughout the organization*Understanding the relationship between remote work and employee retention*Effective communication strategies for staying connected with colleagues and clients*The productivity challenges unique to working from home*Time management*The importance of distinguishing between the "home office" and "home"*Data privacy concerns*Other ethical considerations that arise when working from home | Cornell Jason |
| 8/5/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Stock vs. Asset Acquisitions of C Corporations (Webinar) (26WS-0708)26WS-0708 | *Advantages and disadvantages to buyer and seller of an asset acquisition and a stock acquisition*Tax treatment of consulting agreements and covenants not to compete*Sale of personal goodwill associated with an asset acquisition*Tax consequences associated with a stock acquisition and an asset acquisition*Acquisitive reorganizations*Non-tax issues that must be considered when a corporation is acquired | Tucker Michael J |
| 7/20/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Update on the SECURE 2.0 Act (Webinar) (26WS-0828)26WS-0828 | *Mandatory automatic enrollment for new plans*Part-time worker eligibility expansion*Higher catch-up limit to apply at age 60, 61, 62, and 63*Change in the credit for small employer pension plan startup costs*$2,000 saver's match*Changes in pooled employer plans*Multiple employer 403(b) plans*Increase in age for required beginning date for mandatory distributions*Indexing IRA catch-up limit*Treatment of student loan payments as elective deferrals for purposes of matching contributions*Application of credit for small employer pension startup costs to employers who join an existing plan*Small immediate financial incentives for contributing to a plan*Withdrawals for certain emergency expenses*Starter 401(k) plans for employers with no retirement plans*Recovery of retirement plan overpayments*Tax treatment of IRAs involved in a prohibited transaction*Clarification of substantially equal periodic payment rule | Tucker Michael J |
| 8/5/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's The Accountant as the Expert Witness (Webinar) (26WS-0275)26WS-0275 | *Becoming qualified as an expert witness*Best practices for testifying at trial*Understanding the different roles accountants can play in litigation*Working with attorneys to prepare and present a case at trial*The role of experts in commercial versus personal injury litigation*Confidentiality orders*Compensation for expert witnesses*Preparing for and attending depositions*Daubert challenges to experts*Expert reports*The role of experts in antitrust, securities litigation, and professional liability cases*Credibility as a witness | Cornell Jason |
| 5/27/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit (Webinar) (26WS-0453)26WS-0453 | *The 20 common law factors in a worker classification audit that are used to distinguish an employee from an independent contractor*How disgruntled independent contractors can use IRS Form 8919 against a former employer*When and how to use Section 530 as a defense in worker classification audits*What is "industry practice" for Section 530 purposes*Common sense steps that will avoid the recharacterization of workers treated as independent contractors to employees*The IRS's Voluntary Classification Settlement Program -- advantages and disadvantages*The DOL Final Rule | Tucker Michael J |
| 6/16/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's The Risks and Benefits of ChatGPT and Artificial Intelligence (Webinar) (26WS-1012)26WS-1012 | *What are AI tools?*Where are we with AI tool development?*What is ChatGPT?*ChatGPT -- what kind of queries are possible?*Copyright and intellectual property issues*Benefits of AI tools*Concerns with AI tools*Impact on business use of AI*Policy on AI tools | |
| 8/28/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Real Estate Taxation: Critical Considerations (Webinar) (26WS-1006)26WS-1006 | *The impact of recent tax legislation on the real estate industry*Depreciation and recapture*Determining the basis when acquiring real estate*Passive activity losses*Calculation of gain or loss on sale of real estate*Rental operations*Installment sales | Peters David R. |
| 8/27/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Governing Agentic AI: Cybersecurity, Data and Risk (Webinar) (26WS-1143)26WS-1143 | *Cyber risks: prompt injection, drift, model manipulation, data leakage*Red-teaming and simulation exercises (CSA, IBM frameworks)*Controls mapping: COSO, SOX, and NIST AI RMF*Regulatory context: GDPR, CCPA, EU AI Act, SEC guidance*Platform security discussion and comparisons | Ng Cory |
| 9/15/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Guide to Understanding the At‑Risk Basis Rules and Forms 6198 and 7203 (Webinar) (26WS-0389)26WS-0389 | *Basis and at-risk basis*How to calculate the amount of annual at-risk basis*Forms 6198 and 7203*When activities may be aggregated for at-risk purposes*Qualified nonrecourse financing | Tucker Michael J |
| 6/9/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Real Estate Taxation: Critical Considerations (Webinar) (26WS-0850)26WS-0850 | *The impact of recent tax legislation on the real estate industry*Depreciation and recapture*Determining the basis when acquiring real estate*Passive activity losses*Calculation of gain or loss on sale of real estate*Rental operations*Installment sales | Peters David R. |
| 8/7/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Understanding S Corporation Taxation: Shareholder Basis, AAA and Retained Earnings (Webinar) (26WS-0874)26WS-0874 | *S corporation earnings layers*Observations on earnings layers*S corporation basis calculation*IRC 351 transactions*Four loss tiers*Appreciated property distributions | Peters David R. |
| 8/11/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Use the Data Model to Build More Powerful PivotTables (Webinar) (26WS-0272)26WS-0272 | *Creating a data model/Power Pivot*Building PivotTables from multiple tables*Creating Measures*Using named sets | Lenning Jeff |
| 5/27/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Fiduciary Income Tax Returns: Form 1041 Workshop with Filled-in Forms (Webinar) (26WS-0819)26WS-0819 | *Classifying receipts between "income" and "corpus" under the Uniform Principal and Income Act*Calculation of DNI utilizing three different methods, a "forms" method (Schedule B), a "code" method, and a "shortcut" method, utilizing a worksheet of common income and expenses*Proper W-2 preparation and procedures in the year of death*Taxpayer passes before taking a required minimum distribution; what must be done?*Forgetful fiduciaries of simple trusts*Fluctuating trusts -- Simple one year, complex the next*Dividing income in the year of death*Overview of Subchapter J*Form preparation issues -- Filing requirements and line-by-line explanations of Form 1041*Taxable income of estates and trusts and expense allocation issues*Specific deductions and miscellaneous itemized deductions*Income in respect of a decedent*The income distribution deduction calculation*Relation of principal and income law to DNI*Understanding how to handle capital gains and losses*Allocating tax items to beneficiaries: another K-1*Other considerations: excess deductions on termination*Comprehensive DNI case study, with principal (cost and FMV) and income reconciliation*Comprehensive trust and estate case studies, with filled-in forms | Frost Michael |
| 8/5/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Improving Your Profits: Identifying Cost Cutting Opportunities (Webinar) (26WS-0344)26WS-0344 | *What keeps companies from becoming streamlined?*Behavioral biases*Information processing biases*Emotional biases*How to deal with behavioral biases*Connecting behavioral biases to cost cutting*Creating a culture of cost cutting*Rules of thumb for cost cutting*Managing headcount*Post-COVID common areas of excess cost*Budgeting techniques*Budget variances*Benchmarking*Common size financial statements*Horizontal analysis*Negotiation and contracting techniques*Cash flow and the business cycle | Peters David R. |
| 6/4/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding Partnership Taxation: Debt Allocations (Webinar) (26WS-0687)26WS-0687 | *Recourse debt allocations*Constructive liquidation scenarios*Nonrecourse debt allocations*Minimum gains and nonrecourse deductions*Section 704(c) gains*Allocations under 704(c) | Peters David R. |
| 7/16/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Data at 30,000 Feet: Traveling Smart with Client and Personal Information (Webinar) (26WS-0277)26WS-0277 | *CPA responsibilities for client data*Understanding the risks while traveling*Legal and regulatory landscape*CPA-specific considerations*Data protection techniques and tools*Policy and technical safeguards*Pre- and post-travel protocols*Employee education and compliance | |
| 5/27/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Ethical Considerations for CPAs (Webinar) (26WS-0326)26WS-0326 | *Auditor independence and its importance to the public accounting profession*Common threats to auditor independence*AICPA's framework for assessing conflicts of interest*Unique threats related to non-attest services to attest clients*Common safeguards to help assure compliance with relevant rules and regulations | |
| 6/3/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Incident Response and Case Studies in AI-powered Cybersecurity (Webinar) (26WS-1039)26WS-1039 | *Frameworks for incident response (e.g., NIST Cybersecurity Framework)*Case studies of notable AI-powered cybersecurity incidents (e.g., ransomware, data breaches)*Practical tips for financial professionals to manage crises*Post-incident analysis and lessons learned*Building organizational resilience through continuous improvement | Ng Cory |
| 9/1/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Succession Planning for the Small Business Owner: Finding the Exit Ramp (Webinar) (26WS-0808)26WS-0808 | *How to find unrelated buyers of a business*Maintaining control of the business succession process*Turning over the reins to family members: when to give up control*Finding the right team to sell a business*Options for selling a business to an unrelated party*Options for selling a business to family members*Options for selling a business to employees*Overcoming the emotional attachment to a business*Selling to family members for a life annuity*Using family partnerships and trusts to transfer a business | Frost Michael |
| 8/4/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Preparing C Corporation Tax Returns for New Staff and Paraprofessionals (Webinar) (26WS-1145)26WS-1145 | *Updates throughout regarding the recent HR 1, One Big Beautiful Bill Act*Preparation of a reasonably complicated Form 1120, U.S. Corporation Income Tax Return, from trial balance to completed return*The importance of Schedule M-1, including adjustments in reconciling book income to tax income and items staff may look for on all business returns*New tax planning strategies for depreciation deductions, including changes to Section 179 and first-year depreciation under Section 168(k) as a result of new tax legislation*Methods of accounting*In-depth analysis of Form 4797 dealing with depreciation recapture*Deductible expenses, including rules on meals and entertainment*Section 163(j)*Computation of tax liability*Overview of common business deductions -- deductibility and Schedule M-1*How to practically handle uniform capitalization and inventory accounting for a small manufacturing concern*And more! | Frost Michael |
| 9/15/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's A Complete Tax Guide to Exit Planning (Webinar) (26WS-0494)26WS-0494 | *Gain exclusion and tax-free reorganization planning*Gain exclusion with sales of C corporation stock -- Section 1202*Deferral of gain with installment reporting*Gain planning with partnerships*Basis planning -- basis step-up at death, gifts of interests to family*Restructuring the business entity -- C vs. S corporation, partnerships, LLCs*Real estate planning -- retention vs sales, like-kind exchanges*Employee stock ownership plans -- special tax incentives*Employee benefit planning with ownership change*Taxes other than the federal income tax -- state tax, estate, gift and generation-skipping taxes, and property taxes*Prospects for tax law change | Lickwar Robert |
| 6/22/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Schedule 1-A: Implementing Important OBBBA Deductions (Webinar) (26WS-0925)26WS-0925 | *Purpose and organization of Schedule 1-A, Form 1040*Taxpayers who can use Schedule 1-A*The relationship of Form 1040 and Schedule 1-A*Calculating modified adjusted gross income (MAGI) on Part I, Schedule 1-A*The tip deduction, calculated on Part II, Schedule 1-A*The overtime deduction, calculated on Part III, Schedule 1-A*The car loan interest deduction, calculated on Part IV, Schedule 1-A*The senior deduction, calculated on Part V, Schedule s1-A*Phase-outs at higher levels of income | Tucker Michael J |
| 8/18/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Update on the SECURE 2.0 Act (Webinar) (26WS-0718)26WS-0718 | *Mandatory automatic enrollment for new plans*Part-time worker eligibility expansion*Higher catch-up limit to apply at age 60, 61, 62, and 63*Change in the credit for small employer pension plan startup costs*$2,000 saver's match*Changes in pooled employer plans*Multiple employer 403(b) plans*Increase in age for required beginning date for mandatory distributions*Indexing IRA catch-up limit*Treatment of student loan payments as elective deferrals for purposes of matching contributions*Application of credit for small employer pension startup costs to employers who join an existing plan*Small immediate financial incentives for contributing to a plan*Withdrawals for certain emergency expenses*Starter 401(k) plans for employers with no retirement plans*Recovery of retirement plan overpayments*Tax treatment of IRAs involved in a prohibited transaction*Clarification of substantially equal periodic payment rule | Tucker Michael J |
| 7/21/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Industry Accountant Key Performance Metrics (Webinar) (26WS-0800)26WS-0800 | *Key tools used by businesses and financial professionals across the globe to measure performance*Detailed, real-world examples of businesses utilizing these tools | Ryan Francis X |
| 8/3/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Making Sense of Essential OBBBA Provisions (Webinar) (26WS-1158)26WS-1158 | *Bonus and Section 179 depreciation*Depreciation of qualified production property*The business interest deduction*Tax on excess compensation within tax-exempt organizations*Excise tax on investment income of private colleges*ABLE accounts and the Saver's Credit*Child Tax Credit*Casualty losses*Other crucial OBBBA provisions | Tucker Michael J |
| 9/16/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business (Webinar) (26WS-0964)26WS-0964 | *Due diligence checklist items*Asset sales and stock sales and their attendant results to buyers and sellers*Section 1060 and the residual method*Selling sole proprietorships, partnerships, and corporations*Consequences of making a Section 754 election with adjustments under Sections 743(b) and 734(b)*Section 338 and Section 338(h)(10) elections*Allocating some of the purchase price of a business to personal goodwill*Partnership distributions to retiring partners under Section 736(a) and 736(b)*Consulting agreements and employment agreements as between buyers and sellers*Advantages of a C corporation having Section 1202 stock | Tucker Michael J |
| 8/24/2026 | 8 - 11 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (26WS-1073)26WS-1073 | *Comprehensive coverage of the One Big Beautiful Bill Act*Review of key components of President Trump's tax bill, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities*Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection*Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms*Sale of Passthrough Entity Interests and Net Investment Income Tax - analyze the tax implications of selling interests in passthrough entities, including relevant examples, and how the Net Investment Income Tax (NIIT) applies to these transactions*The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status*Timely coverage of breaking tax legislation*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 9/4/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Cannabis: A Generalized Business Viewpoint (Webinar) (26WS-0670)26WS-0670 | *An overview of current state and federal laws governing marijuana*A review of state boards of accountancy regarding marijuana*How some financial professionals are capitalizing on the marijuana industry*Providing auditing and tax services within the marijuana industry*How accountants and other financial professionals can manage risk within this industry*IRC Section 280E's prohibition of deductions involving controlled substances*A summary of various state taxation laws on marijuana*Ethical issues for accountants who work in the marijuana industry*Relevant banking regulations*Growth projections | Cornell Jason |
| 7/15/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Government and Not-for-Profit Frauds and Controls to Stop Them (Webinar) (26WS-0584)26WS-0584 | *Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds*Identify and develop practical controls to prevent and detect fraud*Tailor controls to the size and fit of the government or not-for-profit | Blanton Charles |
| 7/1/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Privacy and Security Training: Obligations of Confidentiality and Safekeeping (Webinar) (26WS-0702)26WS-0702 | *Obligations of confidentiality and safekeeping*Security best practices to apply beyond work*Likely causes and effects of a large-scale cyberattack*Email security best practices*Remote work security*Mobile device security*Internet of Things (IoT) risks*Public Wi-Fi risk and the importance of using a VPN*Recognizing and avoiding text message/phone call phishing*Data loss prevention (DLP) | |
| 7/20/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Current Issues in Accounting and Auditing: An Annual Update (Webinar) (26WS-0238)26WS-0238 | *Recently issued but newly implemented Accounting Standards Updates (ASUs), the PCC Update, and items on the FASB's Technical Agenda*New ASUs covering disaggregated expenses, crypto assets (e.g., cryptocurrency), and business combinations*Results and findings of the FASB's Final (Stage 3) Post-Implementation Review (PIR) Report on Topic 606*Recently issued SASs and other AICPA activity through SAS No. 149*Detailed review of the three new Statement on Quality Management Standards (SQMS 1, SQMS 2, and SQMS 3)*Other important A&A practice matters | Carney Jason W |
| 5/20/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Foundations of Cybersecurity for Financial Professionals (Webinar) (26WS-1129)26WS-1129 | *Financial professionals' roles in cybersecurity risk management*Foundational terminology and principles (e.g., risk management, threat actors)*Real-world case studies of cybersecurity strategies in financial settings*Integrating cybersecurity into financial reporting and compliance*Understanding the dynamic cybersecurity threat environment | Ng Cory |
| 9/14/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Reducing a Business Owner Client's Exposure to Social Security and Self-Employment Taxes (Webinar) (26WS-1123)26WS-1123 | *Section 1402(a)(1) exclusions from the definition of self-employment income*Application of the SE tax to members of limited liability companies*Taking a self-employed owner's health insurance deductions against self-employment tax*How using the S corporation and the MMLLC treated as a partnership can help reduce an individual's exposure to self-employment tax*How hiring a spouse and/or child helps reduce self-employment tax*Differentiating between income treated as self- employment income and income that is not self-employment income | Tucker Michael J |
| 9/11/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Succession Planning for the Small Business Owner: Finding the Exit Ramp (Webinar) (26WS-1074)26WS-1074 | *How to find unrelated buyers of a business*Maintaining control of the business succession process*Turning over the reins to family members: when to give up control*Finding the right team to sell a business*Options for selling a business to an unrelated party*Options for selling a business to family members*Options for selling a business to employees*Overcoming the emotional attachment to a business*Selling to family members for a life annuity*Using family partnerships and trusts to transfer a business | Frost Michael |
| 9/4/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Key Roth IRA and Roth 401(k) Rules for Funding and Tax-free Distributions (Webinar) (26WS-0826)26WS-0826 | *Funding options for Roth accounts*Roth IRA contribution eligibility and income limits*Enhanced catch-up contributions and age-based limits*The Roth catch-up mandate for employer plans*Roth 401(k) contribution rules, including catch-ups*Roth SEP and Roth SIMPLE IRAs*529 plan rollovers to Roth IRAs*Backdoor Roth strategies and pro-rata considerations*The tax impact of rolling a 401(k) to a Roth IRA*Who can start the Roth IRA 5-year clock?*The 5-year rules for Roth IRAs and Roth 401(k)s*Direct and indirect Roth conversions*Direct and indirect rollovers from Roth 401(k) plans*Ordering rules for Roth IRA distributions*FIFO treatment and when it applies*The risk of recapturing the 10% early distribution penalty*Case studies and practical cheat sheets to reinforce key concepts | Appleby Denise |
| 8/5/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Review and Analysis of Crucial OBBBA Changes (Webinar) (26WS-0569)26WS-0569 | *Changes to the standard deduction*Senior deduction*Deduction for auto loan interest*Estate tax changes and the portability option*Tax consequences associated with investing in revised opportunity zones*Full expensing of domestic R&E*Individual and corporate charitable contributions*Wagering losses*Student loan discharges*Taking advantage of scholarship granting organizations (SGOs)*Dependent care assistance program*Other crucial OBBBA provisions | Tucker Michael J |
| 6/30/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Governing Agentic AI: Cybersecurity, Data and Risk (Webinar) (26WS-0933)26WS-0933 | *Cyber risks: prompt injection, drift, model manipulation, data leakage*Red-teaming and simulation exercises (CSA, IBM frameworks)*Controls mapping: COSO, SOX, and NIST AI RMF*Regulatory context: GDPR, CCPA, EU AI Act, SEC guidance*Platform security discussion and comparisons | Ng Cory |
| 8/19/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Ethical Considerations for the CPA (Webinar) (26WS-0871)26WS-0871 | *Examine the CPA's role in today's economy*Compare similarities and differences between individual and business ethics*Explore the link between ethics, integrity and scruples*Discuss the basic attributes of ethics and professional conduct*Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct*Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues*Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers*Review CPA Independence violations by current legal case examples | Levine Kenneth L. |
| 8/11/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Surgent's Tax Update for Client Advisory Services (Webinar) (26WS-0995)26WS-0995 | *Common tax deadlines and penalties*Employee Retention Credit -- new developments*Beneficial ownership information reporting*Bonus depreciation changes*Form 1099 reporting and changes*Online accounts and IP PINs*Virtual currency updates*Green energy credit compliance | Peters David R. |
| 8/26/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Individual and Financial-Planning Tax Camp (Webinar) (26WS-1090)26WS-1090 | *Comprehensive coverage of the One Big Beautiful Tax Bill Act*Reading a tax return for developing client-specific tax strategies*Changes to the lifetime estate tax exemption considering proposed regulations*The net investment income tax: planning for compliance*Family income-splitting strategies that need to be considered*Income tax issues: impact on timing of other income*Selling a principal residence*Two principal residences at the same time*Use of life insurance to protect families: Whole Life Insurance, Term Life Insurance, Universal Life Insurance, and Variable Life Insurance*Using Roth IRAs and Roth contribution programs to best advantage*Conversions: do they still make sense?*Taking distributions: matching timing to client requirements*Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed*Social Security - the latest on the looming solvency crisis*Incentive Stock Options and Employee Stock Purchase Plan considerations*What to do about itemized deductions*Trans-generational planning: conversions, income, and gain-splitting*Tax benefits of HSAs and other tax-advantaged accounts*Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future*Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement*Best financial planning ideas for young people | Peters David R. |
| 9/8/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's The Road Ahead: Critical OBBBA Changes Impacting Accounting and Finance Professionals (Webinar) (26WS-0426)26WS-0426 | *Marginal tax rates effective in 2025 and beyond*The QBI deduction*Qualified residential interest*Child Care Credit*Miscellaneous itemized deductions, including the educator deduction*Rollovers from 529 plans to ABLE accounts*Additional expenses treated as qualified higher education expenses for purposes of 529 accounts*Termination of credits for environmentally clean autos and expenditures*Other timely topics | Tucker Michael J |
| 6/12/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions and Selling Shares (Webinar) (26WS-0717)26WS-0717 | *Making an S corporation election and late filing relief*Disproportionate distributions*Selling S corporation shares*Redemption rules | Peters David R. |
| 7/21/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Guide to Partner Capital Account Reporting (Webinar) (26WS-1013)26WS-1013 | *How a partner's outside basis and capital account differ*Reconciling Schedule M-2 Form 1065 with Partnership K-1 Schedule L*IRS requirement to report partner tax basis on the transactional approach*Implications if a capital account is negative*Deficit restoration accounts and qualified income offsets*Modified outside basis method and modified previously taxed capital method*Determining a partner's beginning capital account*Beginning capital account for partnerships and partners consistently reporting on the tax basis*The two types of adjustments under 754 and how 743 and 734 require different capital account presentations | Tucker Michael J |
| 8/28/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (26WS-0432)26WS-0432 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures*Statement on Quality Management Standards: SQMS 1, SQMS 2, and SQMS 3*Post-Implementation Review Report for revenue recognition under ASC 606 and best practices in applying ASC 606*Fraud case studies*Recently issued SASs and other AICPA activity*Recently issued PCAOB standards and SEC rulemaking activities*Other important A&A practice matters | Carney Jason W |
| 6/15/2026 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Audit Skills Training Level 2: Preparing for Increasing Responsibilities in Public Accounting -- Part 2 (Webinar) (26WS-0955)26WS-0955 | *Day 1: Auditing accounts receivable; Physical inventory observations; Sampling fundamentals; Assessing fraud risk in a financial statement audit*Day 2: Auditing common investments; Financial statement fundamentals; SSARS refresher and attestation engagement overview; Analytical procedures fundamentals | |
| 8/21/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's New and Expanded Tax Benefits Associated with Section 1202: Qualified Small Business Stock (Webinar) (26WS-0475)26WS-0475 | *The graduated holding periods and the related graduated capital gain exclusions*Raising the per-issuer gain exclusion cap to $15 million*Raising the corporate-level aggregate gross asset threshold to $75 million*Qualifications for a corporation to issue Section 1202 stock*Using multiple non-grantor trusts to unlock the $15 million exclusion cap*The 10% test associated with non-operating real estate and investment securities*The 50% working capital test*The 80% test relative to an active qualified trade or business*QSBS attestation letter*Excluded businesses*Permissible businesses, including manufacturing, retailing, technology, and wholesaling*How Section 1202 applies in the context of a transfer to other taxpayers | Tucker Michael J |
| 6/17/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Partnership and LLC Core Tax Issues From Formation Through Liquidation (Webinar) (26WS-0671)26WS-0671 | *Reporting requirements for Schedules K-2 and K-3*Capital account reportingrequirements*Schedule K-1 reporting forSection 743 adjustments*Schedule K-1 reporting forSection 704 gains and losses*Comprehensive case on partnership/partner application of the business interest deduction*Section 704(b) basis versus tax basis for capital accounts*Detailed rules of Section 704 for preventing the shifting of tax consequences among partners or members*Unreasonable uses of the traditional and curative allocation methods*Layers of Section 704(c) allocations*Treatment of recourse versus nonrecourse debt basis*How to calculate basis limitations and the implications on each partner's own tax return*How Section 179 limitations affect partnership/LLC basis*Regulations for handling basis step-ups under Section 754 elections and mandatory adjustments under Section 743 and Section 734 for partnerships that have not made a Section 754 election*Subsequent contributions of property with Section 754 adjusted basis to another partnership or corporation*Capital account adjustments in connection with admission of new members*Special allocations and substantial economic effect*LLCs and self-employment tax to members*Distributions -- current or liquidating, cash or property, and the substituted basis rule*Termination and liquidation of an LLC | Smith Susan |
| 7/15/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Purchase and Sale of a Residence: Critical Tax Issues (Webinar) (26WS-0306)26WS-0306 | *General rules relating to the sale of a residence under Section 121*Sale of a taxpayer's main home*Qualifying for a partial exclusion of gain on the sale of a home*How a taxpayer meets the residence requirement*Meeting the look-back requirement*Separated, divorced, and widowed taxpayers*Work-related moves and unforeseeable events*Inherited homes and homes received in a divorce*Impact of business or rental use of home on the gain exclusion*Reporting gain or loss on the sale of a home | Tucker Michael J |
| 6/1/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs To Know (Webinar) (26WS-0361)26WS-0361 | *Understanding the time commitment required to start and run a business*Selecting a corporate structure to protect your personal assets*Building your product or service*Sales and marketing in your business*Establishing your owners, investors, managers, and employees*Accounting, recording-keeping, and other software programs*Leases, contracts, and employee agreements*Protecting intellectual property*Insurance*Business plans*Financing*Market position | Cornell Jason |
| 6/5/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Elder Fraud (Webinar) (26WS-0897)26WS-0897 | *Common elder fraud schemes*How to recognize scam attempts*What to do when you think you are being scammed*Where and how to report a scam*What you should do now to prevent being scammed*How to avoid being scammed on the internet*Why older Americans are disproportionately impacted by scams and fraud*Technical support scams*How to avoid giving money to scammers*What to do if you or someone you know is targeted by fraud*The National Elder Fraud Hotline*How to get your money back after being scammed*Types of elder law financial exploitation | |
| 8/14/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Handbook for Mastering Basis, Distributions and Loss Limitation Issues for S Corporations, LLCs and Partnerships (Webinar) (26WS-0329)26WS-0329 | *Timely coverage of breaking tax legislation*Applicable coverage of any basis considerations within any recent tax legislation*Passthrough basis calculations required as attachments to certain individual returns*Executor's form for disclosing basis in certain distributed property; what about the basis of a property distribution from a trust?*How Section 179 limitations affect basis and how tax-benefit rule is applied*Basis implications of personal assets converted to business use*How to calculate basis of inherited qualified and joint tenancy property*Tax basis capital account reporting requirements*S corporations: Beware of final IRS regulations regarding "open debt"; determine how to calculate basis; worksheets are included; understand the effect of stock basis and debt basis and IRS's recent focus on "at-risk basis" for shareholders; recognize how AAA applies or doesn't apply to S corporations; learn to apply the complex basis ordering rules and special elections that can have a big tax result; discuss loss limitation rules in depth; when you can have a taxable dividend in an S corporation; understand distributions of cash and property; understand the post-termination transition rules, and temporary post-termination rules for eligible corporations, which will be important for S corps returning to C corps*LLCs and partnerships: Learn the detailed rules of Section 704 for preventing the shifting of tax consequences among partners or members; learn to calculate basis under Section 704 & for "at-risk" under Section 465; recognize how recourse, nonrecourse, and qualified nonrecourse debt can create significantly different tax results; learn the difference between basis and "at-risk basis"; review Section 754 step-up in basis rules; the economic effect equivalence test or "dumb-but-lucky" rule; learn to apply the complex rules of distribution of cash vs. property, and the basis treatment of charitable contributions and foreign taxes paid | Frost Michael |
| 6/3/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Best Practices in Not-for-Profit Accounting and Reporting (Webinar) (26WS-0833)26WS-0833 | *The key requirements, options, and best practices seen in each of the basic financial statements*Today's core accounting and reporting requirements related to contributions and how to apply themeffectively and efficiently*How to analyze and incorporate the needs of financial statement users into a not-for-profit's financial statements and disclosures | Blanton Charles |
| 8/6/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Handbook for Mastering Basis, Distributions and Loss Limitation Issues for S Corporations, LLCs and Partnerships (Webinar) (26WS-1099)26WS-1099 | *Timely coverage of breaking tax legislation*Applicable coverage of any basis considerations within any recent tax legislation*Passthrough basis calculations required as attachments to certain individual returns*Executor's form for disclosing basis in certain distributed property; what about the basis of a property distribution from a trust?*How Section 179 limitations affect basis and how tax-benefit rule is applied*Basis implications of personal assets converted to business use*How to calculate basis of inherited qualified and joint tenancy property*Tax basis capital account reporting requirements*S corporations: Beware of final IRS regulations regarding "open debt"; determine how to calculate basis; worksheets are included; understand the effect of stock basis and debt basis and IRS's recent focus on "at-risk basis" for shareholders; recognize how AAA applies or doesn't apply to S corporations; learn to apply the complex basis ordering rules and special elections that can have a big tax result; discuss loss limitation rules in depth; when you can have a taxable dividend in an S corporation; understand distributions of cash and property; understand the post-termination transition rules, and temporary post-termination rules for eligible corporations, which will be important for S corps returning to C corps*LLCs and partnerships: Learn the detailed rules of Section 704 for preventing the shifting of tax consequences among partners or members; learn to calculate basis under Section 704 & for "at-risk" under Section 465; recognize how recourse, nonrecourse, and qualified nonrecourse debt can create significantly different tax results; learn the difference between basis and "at-risk basis"; review Section 754 step-up in basis rules; the economic effect equivalence test or "dumb-but-lucky" rule; learn to apply the complex rules of distribution of cash vs. property, and the basis treatment of charitable contributions and foreign taxes paid | Frost Michael |
| 9/9/2026 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's AI and Data Ethics in Accounting (Webinar) (26WS-0977)26WS-0977 | *Fundamental principles of AI and data ethics*Importance of ethics in AI adoption*Relevance of data ethics in accounting practices*Frameworks for ethical AI implementation*Ethical implications of AI in auditing and accounting*Maintaining independence and objectivity*Ensuring professional skepticism with AI tools*Addressing ethical dilemmas in AI-driven audits*Algorithmic bias and fairness in AI systems*Identifying and understanding algorithmic bias*Strategies to ensure fairness in AI models*Case studies on bias and fairness issues in accounting*Regulatory requirements and guidelines*Overview of national and international regulations (e.g., GDPR, HIPAA)*Compliance with ethical standards in AI use*Emerging guidelines from accounting bodies on AI ethics*Strategies for ethical AI use in accounting*Implementing ethical AI frameworks and tools*Promoting transparency, accountability, and fairness*Developing a culture of ethics in AI-enhanced accounting practices | Ng Cory |
| 8/25/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (26WS-0365)26WS-0365 | *Comprehensive coverage of the One Big Beautiful Bill Act*Review of key components of President Trump's tax bill, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities*Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection*Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms*The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status*Timely coverage of breaking tax legislation*Real Estate professional requirements*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | Peters David R. |
| 6/6/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Section 199A: Schedule K-1 Reporting by Relevant Pass-Through Entities (Webinar) (26WS-0802)26WS-0802 | *The latest guidance from the IRS provided through regulations or administrative announcements*Reporting requirements for all relevant pass-through entities*Reporting for multiple activities within one entity*Allocating common items among multiple activities*Section 199A Schedule K-1 reporting for tiered entities*Calculating and reporting qualified wages and the unadjusted basis immediately after acquisition of qualified property*Allocating Section 199A relevant amounts to beneficiaries of trusts using DNI*Handling separately stated items for which qualified business income status is determined at the shareholder or partner level*The effects of ownership changes on Section 199A reporting on Schedule K-1*Reporting publicly traded partnership income and REIT income to the partners or shareholders*Reporting aggregated activities*Allocating Section 199A amounts to partners when special allocations have been made by the partnership | Frost Michael |
| 8/3/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Current Issues in Accounting and Auditing: An Annual Update (Webinar) (26WS-1136)26WS-1136 | *Recently issued but newly implemented Accounting Standards Updates (ASUs), the PCC Update, and items on the FASB's Technical Agenda*New ASUs covering disaggregated expenses, crypto assets (e.g., cryptocurrency), and business combinations*Results and findings of the FASB's Final (Stage 3) Post-Implementation Review (PIR) Report on Topic 606*Recently issued SASs and other AICPA activity through SAS No. 149*Detailed review of the three new Statement on Quality Management Standards (SQMS 1, SQMS 2, and SQMS 3)*Other important A&A practice matters | Carney Jason W |
| 9/15/2026 | 1:30 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Social Security and Medicare: Planning for You and Your Clients (Webinar) (26WS-1113)26WS-1113 | *Legislative developments*A full chapter devoted to determining the best planning options for maximizing joint Social Security benefits*Retirement benefits: Amount of benefits in various circumstances; how the amounts are distributed within the family unit*Qualification: Has the client retired? How business entities may be used for Social Security advantage*Income taxation of Social Security: avoidance tactics*Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client?*When can hiring the spouse increase overall benefits? Why should both spouses qualify for survivor benefits?*Disability benefits*When to start Social Security benefits: Advantages and disadvantages at ages 62, full retirement age, and 70*Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later?*Pensions: Distribution strategies; how to use the minimum distribution rules in concert with Social Security benefits*IRAs: Is it time to convert to a Roth?*Medicare, Part D prescription drugs: what retirees need to know | Frost Michael |
| 9/10/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Exploring Client Advisory Services: Tax Due Dates and Penalties -- Where Do I Need To File? (Webinar) (26WS-1014)26WS-1014 | *Estimated taxes and deadlines*Tax due dates for common returns and filings*Potential penalties and interest*Information return penalties*Penalties applicable to pass-through entities*Accuracy-related penalties*First-time abatement (FTA)*FTA eligible returns*Reasonable cause*Nexus: sales tax vs. income tax*Sales tax nexus with state specific examples*Remote work and sales tax nexus*Income tax nexus with state-specific examples*Remote work and income tax nexus*Sales factor: throwback rules | Peters David R. |
| 8/28/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Taxation of the Mobile Workforce (Webinar) (26WS-0747)26WS-0747 | *What states do not have an income tax? What is the relevance to employers?*Where does an employer have an obligation to withhold state taxes for an employee?*At what point does an employee become a resident?*Where is unemployment paid for an out-of-state employee? | Peters David R. |
| 7/24/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Stock vs. Asset Acquisitions of C Corporations (Webinar) (26WS-0459)26WS-0459 | *Advantages and disadvantages to buyer and seller of an asset acquisition and a stock acquisition*Tax treatment of consulting agreements and covenants not to compete*Sale of personal goodwill associated with an asset acquisition*Tax consequences associated with a stock acquisition and an asset acquisition*Acquisitive reorganizations*Non-tax issues that must be considered when a corporation is acquired | Tucker Michael J |
| 6/16/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Representing a Client in an IRS Audit (Webinar) (26WS-0427)26WS-0427 | *Impact of the Trump Administration on IRS funding*Reduction in IRS staffing*Potential reduction in IRS's ability to process and audit tax returns*Status of IRS Direct File program*Auditing large corporations and partnerships*Audits of high income and high net worth individuals*Information document requests*What happens when a client agrees or disagrees with the IRS's audit findings*The Dirty Dozen for 2025: roadmap to IRS audit issues | Tucker Michael J |
| 6/12/2026 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Guide to Payroll Taxes and 1099 Issues (Webinar) (26WS-0711)26WS-0711 | *Statutory employees, independent contractors, and possible changes to Section 530 relief*Using SS-8*Payroll Tax Penalties-- Who is a responsible person?*Forms W-2, 1099, 1099-NEC, SS-8, W-4, 941, and Form 940 reporting/deposit requirements and due dates*Understanding payroll tax responsibilities in the gig economy | Phillips Deborah A |
| 7/21/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Weekly Expert Hour (Webinar) (26WS-0417)26WS-0417 | *Each week's topics will change based on the most critical issues affecting financial professionals | Tucker Michael J |
| 6/11/2026 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Unique Tax Attributes of Different Entity Types (Webinar) (26WS-0753)26WS-0753 | *Considerations for a small business owner*Self-employment taxes*Guaranteed payments to partners*QBI deductions: Section 199A*Built-in gains tax: S corporations*Excess passive income tax: S corporations*PTE elections: S corporations and partnerships*Taxation of fringe benefits: S corporations*Double taxation of C corporation dividends*Taxation of limited liability companies*Which entity to choose? | Peters David R. |
| 7/27/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding Partnership Taxation: Debt Allocations (Webinar) (26WS-0307)26WS-0307 | *Recourse debt allocations*Constructive liquidation scenarios*Nonrecourse debt allocations*Minimum gains and nonrecourse deductions*Section 704(c) gains*Allocations under 704(c) | Peters David R. |
| 6/1/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Time Management for Professionals (Webinar) (26WS-0926)26WS-0926 | *Managing interruptions*The role of activity logs, to-do lists and a priority matrix*The psychology of time management*Staying on track of your time management plan*Controlling procrastination*Blocking out time*Creating an effective time management plan | Cornell Jason |
| 8/18/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Hiring New Workers and Payroll Taxes (Webinar) (26WS-0267)26WS-0267 | *Form W-4*Form I-9*Form W-9*End-of-year compliance*Payroll tax returns*Unemployment insurance | Peters David R. |
| 5/26/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Data at 30,000 Feet: Traveling Smart with Client and Personal Information (Webinar) (26WS-1070)26WS-1070 | *CPA responsibilities for client data*Understanding the risks while traveling*Legal and regulatory landscape*CPA-specific considerations*Data protection techniques and tools*Policy and technical safeguards*Pre- and post-travel protocols*Employee education and compliance | |
| 9/3/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Choosing the Right Business Entity (Webinar) (26WS-0352)26WS-0352 | *Why businesses operate as C corporations*Why businesses operate as pass-through entities*Adopting C corporation status*Why businesses choose S corporation status. Tax and business situations that impact entity selection. | Tucker Michael J |
| 6/5/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Tax and Advisory with Agentic AI (Webinar) (26WS-0842)26WS-0842 | *Agent use in transfer pricing, tax compliance automation, and M&A due diligence*Examples of agent deployment in global accounting firms*Regulatory frameworks*Governance and controls for autonomous tax tools*Strategic advisory with agent-based scenario planning | Ng Cory |
| 8/6/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Annual Update for Defined Contribution Plans (Webinar) (26WS-0443)26WS-0443 | *Common risks and pitfalls associated with defined contribution plans*Nuances of the fair value disclosures*New reporting and disclosure requirements for the current year*Results of DOL Audit Quality Study | Critcher Melissa G |
| 6/15/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Top 20 Questions Advisers Ask About the SECURE Acts and Other IRA Rules (Webinar) (26WS-0535)26WS-0535 | *529 to Roth: who, what, when, and how*SECURE Act 1.0 and the 10-year rule*Roth IRA beneficiary options*Where the stretch IRA really ends*The new limitations for spouse IRA beneficiaries*The new spouse options for spouse beneficiaries*New RMD rules for Roth 401(k)s*Overriding the 10-year rule for an eligible designated beneficiary*How the age of death affects beneficiary options*The new early distribution penalty exceptions*Rollovers vs. transfers for spouse beneficiaries*Qualified charitable distributions (QCDs) for owners and beneficiaries*The "at least as rapidly" (ALAR) rule*New reduced rate for excess accumulation penalty on RMD failures*How to avoid unlimited accrual of the 6% excise tax*How to avoid unlimited accrual of the 25% excise tax*Clarifying the definition of disability for an exception to the 10% additional tax*The new starting ages for RMDs*Designated vs. eligible designated beneficiaries and their options*Catch-up contributions for ages 50 and over*Catch-up contributions for ages 60 to 63*When the 60-day deadline is missed*When the one-per-year rollover limit is about to be broken*Retaining qualifications for exceptions to the 10% additional tax | Appleby Denise |
| 6/25/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Review and Analysis of Crucial OBBBA Changes (Webinar) (26WS-1061)26WS-1061 | *Changes to the standard deduction*Senior deduction*Deduction for auto loan interest*Estate tax changes and the portability option*Tax consequences associated with investing in revised opportunity zones*Full expensing of domestic R&E*Individual and corporate charitable contributions*Wagering losses*Student loan discharges*Taking advantage of scholarship granting organizations (SGOs)*Dependent care assistance program*Other crucial OBBBA provisions | Tucker Michael J |
| 9/3/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Construction Contractors: Accounting and Financial Reporting Issues (Webinar) (26WS-0821)26WS-0821 | *Overall landscape of the construction industry*GAAP and recent changes affecting the construction industry*FASB ASC 606 and its impact on the construction industry*The unique relationship between the contractor and the surety*FASB ASC 842 and its impact on the construction industry | Peters David R. |
| 8/5/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Agentic AI Foundations for Finance and Accounting (Webinar) (26WS-0614)26WS-0614 | *Evolution from RPA to agentic AI (PRAL cycle: perceive, reason, act, and learn)*Use cases in financial reporting and decision support*Platform overview: simulating agents with ChatGPT; enterprise examples from IBM watsonx, Microsoft Copilot, and UiPath*Global regulation: EU AI Act, U.S. Executive Order, AICPA Code of Conduct*Ethical considerations and professional skepticism in autonomous systems | Ng Cory |
| 7/8/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Engagement Letters: Scope and Risk Management (Webinar) (26WS-0398)26WS-0398 | *Essential clauses made simple*Keeping independence intact*Change orders that prevent fights*Stopping scope creep early*What insurers and peer reviewers are seeing now | Cornell Jason |
| 6/10/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Taxation of Tips and Overtime Under OBBBA (Webinar) (26WS-0321)26WS-0321 | *$12,500 deduction per individual for qualified overtime pay*Payment of overtime under the Fair Labor Standards Act (FLSA)*Calculating the "premium portion" of the extra half-time pay*Social Security and Medicare withholding*Employer furnishing the record of qualified overtime compensation to employees*Definition of a qualified tip*IRS list of traditionally-tipped occupations*$25,000 deduction for reported tips*The transition rule allowing employers to indicate the approximate amount designated as tips or overtime*State tax issues relating to tips and overtime*Changes in the W-2 reflecting new employer reporting responsibilities | Tucker Michael J |
| 6/2/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (26WS-0997)26WS-0997 | *Comprehensive coverage of the One Big Beautiful Bill Act*Review of key components of President Trump's tax bill, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities*Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection*Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms*The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status*Timely coverage of breaking tax legislation*Real Estate professional requirements*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | Peters David R. |
| 8/27/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Lessons Learned From Recent Accounting Malpractice Actions (Webinar) (26WS-0489)26WS-0489 | *Common instances of accounting malpractice*Current claim trends*Frequent defenses to claims*Statute of limitations*Damages*Claims by practice area | Cornell Jason |
| 6/22/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 1 Ethics |
| Surgent's Exploring Business Valuation Fundamentals (Webinar) (26WS-0407)26WS-0407 | *What does value mean?*Technical vs. fundamental analysis*Intrinsic value*Other discounted cash flow models*Assumptions in the Gordon Growth Model*Valuations using free cash flows*Residual income model*Enterprise value*Value in mergers and acquisitions*Small business valuations and discounts*Advanced valuation models | Peters David R. |
| 6/11/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Lessons Learned From Recent Accounting Malpractice Actions (Webinar) (26WS-0754)26WS-0754 | *Common instances of accounting malpractice*Current claim trends*Frequent defenses to claims*Statute of limitations*Damages*Claims by practice area | Cornell Jason |
| 7/27/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 1 Ethics |
| Surgent's Weekly Expert Hour (Webinar) (26WS-1008)26WS-1008 | *Each week's topics will change based on the most critical issues affecting financial professionals | Tucker Michael J |
| 8/27/2026 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Tax Research (Webinar) (26WS-0633)26WS-0633 | *Tax code hierarchy*Organization of an Internal Revenue Code section*Special rules for IRC citation*Citing other primary authority*Private letter rulings*Primary vs. secondary authority*Secondary sources of authority*Steps in the tax research process*Research memoranda | Peters David R. |
| 7/9/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Critical Issues Involving Taxation of Construction Contractors (Webinar) (26WS-0460)26WS-0460 | *The impact of recent legislation on the construction industry (including the OBBBA)*How to qualify for the small contractor exemption and its advantages for the taxpayer*Options available to small contractors regarding taxation of long-term contracts*How the choice of entity impacts taxation of contractors*How AMT impacts the construction industry*IRC Section 460 and large contractors*How uninstalled materials impact taxation of contractors*Look-back rules*Using the 10 percent method to allow certain contractors to defer recognizing taxable income*Critical tax planning strategies for contractors | Peters David R. |
| 6/16/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients (Webinar) (26WS-1135)26WS-1135 | *What stock options are and why they are growing in popularity*How stock options work, including the process of conveyance and vesting*How to exercise stock options and the implications from doing so*The risks associated with stock options and how to manage exposure*Tax consequences and updates regarding stock options*Strategies for selecting the best time to exercise stock options*The difference between the two types of stock options: non-qualified and incentive*The basic terminology relevant to owning and exercising options | Cornell Jason |
| 9/14/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Key Current Financial and Economic Issues Facing the Financial Executive (Webinar) (26WS-1132)26WS-1132 | *Taking a strategic perspective relative to risk management and crisis management*Reviewing the impact uncertainty and risk at the operational level relative to short- and intermediate-term decision making*Determining the safety and soundness of the financial plans for your organization in an uncertain economic climate specifically as it relates to capital adequacy and strategic direction*Managing the debt and equity mix for your organization in a rapidly changing economic landscape*Determining the impact that competing in a global marketplace has on an organization and how to take steps to become more competitive globally*Evaluating the impact of federal, state, and municipal deficits and unfunded mandates as it relates to tax planning*Evaluating retirement programs with Social Security funding for your employees*Determining the safety and soundness of your credit and collections processes and selection of customers in an uncertain environment*Influencing growth through acquisition of distressed organizations*The economic way ahead for the CFO/Controller | Ryan Francis X |
| 9/14/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Surgent's Virtual Currency: Keeping Up with the Tax Code (Webinar) (26WS-0322)26WS-0322 | *Overview of virtual currency*Property transactions with virtual currency*Receiving virtual currency as payment*Paying using virtual currency*Charitable donations with virtual currency*Gifting of virtual currency*Form 8300 reporting | Peters David R. |
| 6/2/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (26WS-0364)26WS-0364 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures*Statement on Quality Management Standards: SQMS 1, SQMS 2, and SQMS 3*Post-Implementation Review Report for revenue recognition under ASC 606 and best practices in applying ASC 606*Fraud case studies*Recently issued SASs and other AICPA activity*Recently issued PCAOB standards and SEC rulemaking activities*Other important A&A practice matters | Carney Jason W |
| 6/6/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Taking Advantage of Like-Kind Exchanges (Webinar) (26WS-0889)26WS-0889 | *Understanding the history of IRC Sec 1031*Who does and does not qualify for utilizing the like-kind provisions*Which properties do and do not qualify for like-kind exchanges*The differences between a "dealer" and a "non-dealer" regarding like-kind exchanges*How to complete a like-kind exchange*The different types of like-kind exchanges*The definition of "boot" and how it applies to like-kind exchanges*Rules concerning Revenue Ruling 72-456, and*Form 8824 | Peters David R. |
| 8/13/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (26WS-0751)26WS-0751 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services*Sample comprehensive engagement work programs for preparation, compilation and review engagements*Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations*Other communication requirements, such as sample engagement letters and management representation letters | Levine Kenneth L. |
| 7/25/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Lessons Learned From Successful Companies (Webinar) (26WS-0457)26WS-0457 | *Creating a visionary company*Traits of successful, visionary companies*Goal setting to create a successful organization*The role of experimentation and failure in achieving success*How successful organizations emphasize learning new skills*The role of effective communication in achieving corporate success*The importance of emotional intelligence in building corporate culture*How leadership can direct a company toward success | Cornell Jason |
| 6/16/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Coaching Skills for Managers and Supervisors (Webinar) (26WS-0300)26WS-0300 | *The definition of "coaching" and the coaching process*Characteristics of effective coaches*Coaching strategies to support and assist others as they change ineffective behaviors*Conducting one-on-one coaching sessions for setting goals and improving performance | |
| 6/1/2026 | 12 - 3:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments (Webinar) (26WS-0335)26WS-0335 | *Audit requirements for ERISA Section 103(a)(3)(C) audits*An annual update of the changes affecting 401(k) plans*Compliance issues associated with eligibility and enrollments, remittances, lack of oversight, compensation, vesting, and other topics*Best practices for engagement planning, internal controls, risk assessment, and detailed testing*Avoiding common mistakes while performing audit procedures*Plan mergers and acquisitions*Common audit reporting and disclosure issues | Critcher Melissa G |
| 6/4/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's What Practitioners Need to Know About Estate Planning and Administering a Client's Estate (Webinar) (26WS-0845)26WS-0845 | *The federal transfer tax exemption*What constitutes a valid will*Common trust vehicles often used to safeguard assets*Consequences of intestacy*How to transfer property outside of a will*Legal treatment of marital property*Transfer of IRAs and retirement plans*Probate generally and probate for property held outside of the state of decedent's residence*When an estate tax return should be filed*Portability of the Deceased Spousal Unused Exclusion (DSUE) amount | Tucker Michael J |
| 8/7/2026 | 8 - 11 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Perplexing Financial and Economic Issues for the CFO/Controller (Webinar) (26WS-0734)26WS-0734 | *Regulatory, fiscal, and monetary policies impact on the organization*Dodd-Frank Bill and impact on financial reform*Health insurance reform and the impact on the employer*Managing risk in an uncertain economic climate | Ryan Francis X |
| 7/23/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Guide to Understanding the At‑Risk Basis Rules and Forms 6198 and 7203 (Webinar) (26WS-0981)26WS-0981 | *Basis and at-risk basis*How to calculate the amount of annual at-risk basis*Forms 6198 and 7203*When activities may be aggregated for at-risk purposes*Qualified nonrecourse financing | Tucker Michael J |
| 8/25/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers (Webinar) (26WS-0685)26WS-0685 | *Latest state of the economy*Expense control that works*Understanding our changing workforce and working environment*Artificial intelligence*Financial risk analysis*Enterprise risk management, including looking at AI*Improving bank relationships | Pulis Arthur |
| 7/16/2026 | 8 - 11:30 a.m. | Online | 4 CPE (2 tech, 2 non-tech) | |
| Surgent's Top Individual Tax Planning Strategies (Webinar) (26WS-1032)26WS-1032 | *Extension and enhancement of reduced rates and the standard deduction*The temporary senior deduction*Extension and enhancement of increased Child Tax Credit*Extension and enhancement of increased estate and gift tax exemption amounts*Contributions to ABLE accounts and benefitting from the Saver's Credit*Increased SALT deduction*Deduction for car loan interest*Using Trump Accounts*Extension and enhancement of paid family and medical leave credit*Enhancement of Adoption Credit, the dependent care assistance program and the child and dependent care tax credit*Tax credit for contributions of individuals to scholarship granting organizations*Additional expenses treated as qualified higher education expenses for purposes of 529 accounts*Individual charitable contributions*Health savings account related tax changes | Tucker Michael J |
| 8/31/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Guide to Calculating S Corporation Shareholder Stock and Loan Basis (Webinar) (26WS-0301)26WS-0301 | *Introduction to Form 7203*Introduction to the calculation of stock basis*Introduction to the calculation of loan basis*Taxable and nontaxable S corporation distributions to shareholders*The election to reduce basis by deductible losses and expenses before reducing basis by nondeductible expenses | Tucker Michael J |
| 6/1/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Key Roth IRA and Roth 401(k) Rules for Funding and Tax-free Distributions (Webinar) (26WS-0651)26WS-0651 | *Funding options for Roth accounts*Roth IRA contribution eligibility and income limits*Enhanced catch-up contributions and age-based limits*The Roth catch-up mandate for employer plans*Roth 401(k) contribution rules, including catch-ups*Roth SEP and Roth SIMPLE IRAs*529 plan rollovers to Roth IRAs*Backdoor Roth strategies and pro-rata considerations*The tax impact of rolling a 401(k) to a Roth IRA*Who can start the Roth IRA 5-year clock?*The 5-year rules for Roth IRAs and Roth 401(k)s*Direct and indirect Roth conversions*Direct and indirect rollovers from Roth 401(k) plans*Ordering rules for Roth IRA distributions*FIFO treatment and when it applies*The risk of recapturing the 10% early distribution penalty*Case studies and practical cheat sheets to reinforce key concepts | Appleby Denise |
| 7/13/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Establishing State Residency and Saving Your Clients Money (Webinar) (26WS-0396)26WS-0396 | *Typical provisions in state statutes regarding domicile and residency*In depth analysis of domicile and residency definitions*Issues regarding one's permanent abode*Analysis of jurisdiction where taxpayer has the greatest connections*Detailed discussion of criteria used to establish domicile and residency | |
| 6/10/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (26WS-0488)26WS-0488 | *Discussion of key individual provisions of the One Big Beautiful Bill Act, such as TCJA provisions made permanent, new tip income deduction, new overtime pay deduction, Trump accounts, and the expanded SALT cap*Comprehensive coverage of business provisions of the One Big Beautiful Bill Act, including but not limited to:*Bonus Depreciation made permanent*Increased Section 179 deduction*Changes toSection 174 R&E Expenditures*Changes to Section 163(j)*Form 1099/1099-K changes*Qualified Small Business Stock Exclusion*Excess Business Loss Limitation *Section 1244 Small Business Stock and Section 1202 Qualified Small Business Stock treatment and applicability*Principles and considerations for nonresident withholding, composite payments, and passthrough entity taxes*Partnership Distributions, Form 7217, and S Corporation Redemptions*Thinking beyondSection 163(j) -- Interest Allocation Rules, Original Issue Discount, Applicable High Yield Discount Obligations, Convertible Corporate Debt Instruments, and Debt-Financed Distributions*Timely coverage of breaking tax legislation*Selected Practice and Reporting Issues: What's new?*A review of recent cases and tax law changes and IRS guidance affecting S corporations, partnerships, limited liability companies, and limited liability partnerships*Decentralized Autonomous Organizations (DAOs) | Peters David R. |
| 6/20/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Six Common Barriers to Investment Success (Webinar) (26WS-0742)26WS-0742 | *Availability bias*Herding*Loss aversion*Present bias*Anchoring*Home country bias | |
| 7/24/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Unique Tax Attributes of Different Entity Types (Webinar) (26WS-0806)26WS-0806 | *Considerations for a small business owner*Self-employment taxes*Guaranteed payments to partners*QBI deductions: Section 199A*Built-in gains tax: S corporations*Excess passive income tax: S corporations*PTE elections: S corporations and partnerships*Taxation of fringe benefits: S corporations*Double taxation of C corporation dividends*Taxation of limited liability companies*Which entity to choose? | Peters David R. |
| 8/4/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's The CMA's Guide to Project Management (Webinar) (26WS-0414)26WS-0414 | *Establishing a system: identifying forces that support the status quo; setting milestones and goals; the role of the CMA*Necessary first steps: set a framework for the project's activities; identify needed resources; obtain support; decide on a structure; establish a team for a specific project; identify necessary team skill sets*Project evaluation: analytical tools, strategic evaluation; sources of risk*Maintaining focus: monitoring and measuring results; keeping to the project's scope*Avoiding frequent traps: sunk costs; financing pitfalls; project creep; tunnel vision; failure to integrate the team's work internally and/or the final project with the remaining organization*Introduction and examples of analytical tools throughout the session: mapping; CPM; Gantt charts; benchmarking; Pareto analysis; PESTLE analysis; valuation techniques; post-completion evaluations | |
| 6/11/2026 | 12 - 2 p.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| Surgent's Weekly Expert Hour (Webinar) (26WS-0253)26WS-0253 | *Each week's topics will change based on the most critical issues affecting financial professionals | Tucker Michael J |
| 5/21/2026 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Use the Data Model to Build More Powerful PivotTables (Webinar) (26WS-0648)26WS-0648 | *Creating a data model/Power Pivot*Building PivotTables from multiple tables*Creating Measures*Using named sets | Lenning Jeff |
| 7/13/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Best Practices in Not-for-Profit Accounting and Reporting (Webinar) (26WS-1048)26WS-1048 | *The key requirements, options, and best practices seen in each of the basic financial statements*Today's core accounting and reporting requirements related to contributions and how to apply themeffectively and efficiently*How to analyze and incorporate the needs of financial statement users into a not-for-profit's financial statements and disclosures | Blanton Charles |
| 9/2/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Liquidation of Flow-Through Entities for LLCs and Partnerships (Webinar) (26WS-0815)26WS-0815 | *Tax rules governing liquidation of a partnership or S corporation*Tax treatment of the shareholder/partner/member receiving a liquidating distribution in an S corporation liquidation/partnership liquidation*Tax impact on the pass-through entity when the entity is liquidated*Receipt of corporate liabilities in an S corporation distribution*Proportionate, liquidating partnership distributions to partners, and gains and losses to a partner on a liquidating partnership distribution*Tax issues associated with a partnership distribution of noncash properties in a liquidation*Compliance requirements on the occasion of a liquidation of a corporation or a partnership | Tucker Michael J |
| 8/4/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Government and Not-for-Profit Frauds and Controls to Stop Them (Webinar) (26WS-1109)26WS-1109 | *Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds*Identify and develop practical controls to prevent and detect fraud*Tailor controls to the size and fit of the government or not-for-profit | Blanton Charles |
| 9/10/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Weekly Expert Hour (Webinar) (26WS-1115)26WS-1115 | *Each week's topics will change based on the most critical issues affecting financial professionals | Tucker Michael J |
| 9/10/2026 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments (Webinar) (26WS-0956)26WS-0956 | *Audit requirements for ERISA Section 103(a)(3)(C) audits*An annual update of the changes affecting 401(k) plans*Compliance issues associated with eligibility and enrollments, remittances, lack of oversight, compensation, vesting, and other topics*Best practices for engagement planning, internal controls, risk assessment, and detailed testing*Avoiding common mistakes while performing audit procedures*Plan mergers and acquisitions*Common audit reporting and disclosure issues | Critcher Melissa G |
| 8/21/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Preparing and Writing Findings in Yellow Book and Single Audits (Webinar) (26WS-0400)26WS-0400 | *The types of audit findings reported in Yellow Book and single audit engagements*The finding elements required by the GAO and OMB standards*Where audit findings get communicated in the reporting process | Blanton Charles |
| 6/10/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's A Guide to the 401(k): Concepts and Strategies (Webinar) (26WS-0251)26WS-0251 | *401(k) eligibility, vesting, compensation limits, and annual testing*Contribution types, limits, deadlines, and reporting requirements*Traditional, Roth, and other after-tax contribution planning strategies*Employer match optimization and profit-sharing structures*Coordination across multiple employers and plan types*Distributions, penalties, and tax reporting considerations*Direct vs. indirect rollovers and rollover risk management*Net unrealized appreciation (NUA) planning for employer stock*Qualified plan loans and appropriate use cases*Inherited plan rules | |
| 5/21/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Data Analytics Toolkit: Tools and Applications (Webinar) (26WS-0382)26WS-0382 | *Definition of Data Analytics*Assessing your organization's current status and establishing an environment for success*Financial staff's core activities*Common uses of analytics and current examples*Behavioral forces that impact decisions*Examples of inaccurate forecasts*Identifying strategic measurements (KPIs)*Improving budgeting and forecasting and addressing Black Swan events*Collecting and using data from traditional and non-traditional data sources*Statistical tools, including Median, Mode, Moving average, Ratio analysis, Pareto analysis, Rolling forecast, Mission-based budgeting, Trend analysis, Regression, Z-Score (public and private organizations), and Simulation*Analytical techniques, including Brainstorming, Mind mapping, and Delphi technique*Software tools that are readily available and can assist in visually exploring data; expanding the scope of available data, as well as collecting, analyzing and presenting results (including Dashboards).*Specific ideas for using Data Analytics, including immediate opportunities and areas for further consideration*Expanded lists of readings and next level software for a participants' future reference | |
| 6/9/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Business Law Essentials for Practitioners and Controllers (Webinar) (26WS-0975)26WS-0975 | *Contract principles*Partnerships and limited liability entities*Legal issues related to various types of business organizations*Worker classification*Employee rights and the duties of employers*Intellectual property*Real property law*Bankruptcy basics*Environmental Law*Merger basics | Peters David R. |
| 8/25/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (26WS-1125)26WS-1125 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures*Statement on Quality Management Standards: SQMS 1, SQMS 2, and SQMS 3*Post-Implementation Review Report for revenue recognition under ASC 606 and best practices in applying ASC 606*Fraud case studies*Recently issued SASs and other AICPA activity*Recently issued PCAOB standards and SEC rulemaking activities*Other important A&A practice matters | Carney Jason W |
| 9/12/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Ethics for Tax Professionals (Webinar) (26WS-0397)26WS-0397 | *What does practicing before the IRS mean?*Who may practice before the IRS?*What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return?*May a tax preparer rely on the work of other tax return preparers?*May a tax preparer rely on and use client-provided information?*Standards associated with giving advice to clients*Abolition of the disclaimer requirement*When must a tax preparer examine a client's books and records? | Tucker Michael J |
| 6/10/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments (Webinar) (26WS-0477)26WS-0477 | *Audit requirements for ERISA Section 103(a)(3)(C) audits*An annual update of the changes affecting 401(k) plans*Compliance issues associated with eligibility and enrollments, remittances, lack of oversight, compensation, vesting, and other topics*Best practices for engagement planning, internal controls, risk assessment, and detailed testing*Avoiding common mistakes while performing audit procedures*Plan mergers and acquisitions*Common audit reporting and disclosure issues | Critcher Melissa G |
| 6/18/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Forms 7217 and 7203 (Webinar) (26WS-0627)26WS-0627 | *Tax treatment of partnership distributions to partners of cash and property other than cash*Basis of property received in a partnership distribution*Executive Order 14219 withdrawing the IRS's new regulations regarding basis shifting*Organization and structure of the new Form 7217*Who must file Form 7203*Determining the S corporation shareholder's initial basis in his or her stock*Basis limitations on partnership losses and deductions*Organization and structure of Form 7203 -- understanding the three parts of Form 7203*Filing criteria for Form 7203*Calculating an S corporation shareholder's share of S corporation deductions and credits*Understanding stock and debt basis | Tucker Michael J |
| 7/9/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Schedule 1-A: Implementing Important OBBBA Deductions (Webinar) (26WS-0576)26WS-0576 | *Purpose and organization of Schedule 1-A, Form 1040*Taxpayers who can use Schedule 1-A*The relationship of Form 1040 and Schedule 1-A*Calculating modified adjusted gross income (MAGI) on Part I, Schedule 1-A*The tip deduction, calculated on Part II, Schedule 1-A*The overtime deduction, calculated on Part III, Schedule 1-A*The car loan interest deduction, calculated on Part IV, Schedule 1-A*The senior deduction, calculated on Part V, Schedule s1-A*Phase-outs at higher levels of income | Tucker Michael J |
| 6/30/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Ethical Considerations for the CPA (Webinar) (26WS-0355)26WS-0355 | *Examine the CPA's role in today's economy*Compare similarities and differences between individual and business ethics*Explore the link between ethics, integrity and scruples*Discuss the basic attributes of ethics and professional conduct*Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct*Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues*Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers*Review CPA Independence violations by current legal case examples | Levine Kenneth L. |
| 6/5/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Surgent's Best Practices in Not-for-Profit Accounting and Reporting (Webinar) (26WS-0350)26WS-0350 | *The key requirements, options, and best practices seen in each of the basic financial statements*Today's core accounting and reporting requirements related to contributions and how to apply themeffectively and efficiently*How to analyze and incorporate the needs of financial statement users into a not-for-profit's financial statements and disclosures | Blanton Charles |
| 6/5/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's The Risks and Benefits of ChatGPT and Artificial Intelligence (Webinar) (26WS-0763)26WS-0763 | *What are AI tools?*Where are we with AI tool development?*What is ChatGPT?*ChatGPT -- what kind of queries are possible?*Copyright and intellectual property issues*Benefits of AI tools*Concerns with AI tools*Impact on business use of AI*Policy on AI tools | |
| 7/28/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Tax and Advisory with Agentic AI (Webinar) (26WS-0660)26WS-0660 | *Agent use in transfer pricing, tax compliance automation, and M&A due diligence*Examples of agent deployment in global accounting firms*Regulatory frameworks*Governance and controls for autonomous tax tools*Strategic advisory with agent-based scenario planning | Ng Cory |
| 7/14/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding and Managing Burnout Among Accounting and Finance Professionals (Webinar) (26WS-1025)26WS-1025 | *The causes of burnout in the accounting profession*Effects of burnout on employee well-being*Strategies to protect employee well-being in a highly demanding profession*Organizational costs associated with employee burnout*Tools used to measure employee well-being | Cornell Jason |
| 8/31/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Hiring and Firing of Employees: What You Can and Cannot Do (Webinar) (26WS-0481)26WS-0481 | *Employment at will -- what this means in a practical sense*Implied employment contracts*What a prospective employer can ask about, and test for, during employment interviews*Federal anti-discrimination rules applicable to hiring and firing*How to discipline or fire an employee and not get sued*FMLA/ADA/PWFA -- Pregnant Worker's Fairness Act*Constructive discharge -- what is it and how it affects your business? | Tucker Michael J |
| 6/18/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Emotional Intelligence (Webinar) (26WS-0909)26WS-0909 | *Self-awareness*Self-regulation & motivation*Empathy*Managing relationships | |
| 8/17/2026 | 12 - 3:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's The One Big Beautiful Bill Act (OBBBA): What You Need To Know (Webinar) (26WS-0495)26WS-0495 | *The $6,000 senior deduction*The QBI deduction*Changes in the estate tax*Wagering losses*The SALT cap*Tips, overtime, and car loan interest*1099 changes*Trump Accounts*Investments in students and education*Bonus and Section 179 changes, including depreciation for qualified production property*Full expensing of domestic research and experimental expenditures*Changes in the deduction of business interest and business losses*Renewal of Opportunity Zones*Individual and corporate charitable contribution changes*Expansion of Section 1202 stock*Termination of credits for environmentally clean autos and expenditures*Many other individual and business income tax changes contained in the OBBBA | Tucker Michael J |
| 6/22/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's IRS Tax Examinations and Hot Issues (Webinar) (26WS-0292)26WS-0292 | *Criteria that the IRS uses to select returns for examination*Substantiation requirements for travel, charitable contributions, vehicles, meals, virtual currency considerations, and tax-related identity theft*Understanding worker classification determinations on who is an employee and who is an independent contractor*Distinguishing S corporation officer's reasonable compensation issues*How the IRS holds persons other than an employer liable for unpaid payroll taxes, a.k.a., the trust fund recovery penalty*Tax-related identity theft procedures | Phillips Deborah A |
| 5/29/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Ethical Considerations for the CPA (Webinar) (26WS-0756)26WS-0756 | *Examine the CPA's role in today's economy*Compare similarities and differences between individual and business ethics*Explore the link between ethics, integrity and scruples*Discuss the basic attributes of ethics and professional conduct*Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct*Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues*Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers*Review CPA Independence violations by current legal case examples | Levine Kenneth L. |
| 7/27/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Surgent's Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs To Know (Webinar) (26WS-0729)26WS-0729 | *Understanding the time commitment required to start and run a business*Selecting a corporate structure to protect your personal assets*Building your product or service*Sales and marketing in your business*Establishing your owners, investors, managers, and employees*Accounting, recording-keeping, and other software programs*Leases, contracts, and employee agreements*Protecting intellectual property*Insurance*Business plans*Financing*Market position | Cornell Jason |
| 7/22/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Choosing the Right Business Entity (Webinar) (26WS-1075)26WS-1075 | *Why businesses operate as C corporations*Why businesses operate as pass-through entities*Adopting C corporation status*Why businesses choose S corporation status. Tax and business situations that impact entity selection. | Tucker Michael J |
| 9/4/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Integrated Planning, Forecasting and Budgeting for Organizational Success (Webinar) (26WS-1111)26WS-1111 | *The keys that develop a plan into an actionable document*The major difference between planning and budgeting*Strategic planning*The business plan*The people plan*The marketing plan*Capital and technology plans | Pulis Arthur |
| 9/10/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties (Webinar) (26WS-0318)26WS-0318 | *How to determine when an individual is subject to an RMD*Coverage of RMD changes under SECURE Act 2.0*What is the required minimum distribution for an account owner?*What is the required minimum distribution for a beneficiary IRA?*Key explanations of RMD regulations*The types of accounts that are subject to the RMD rules*The parties that are subject to the RMD rules*Exceptions and special considerations for RMDs*Rollover and transfer rules in an RMD year*The various responsibilities of interested parties*Qualified charitable distributions and how they are coordinated with RMDs and IRA contributions*How the 10-year rule works for beneficiaries | Appleby Denise |
| 6/2/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Securing a Comfortable Retirement in the Age of Spending (Webinar) (26WS-0786)26WS-0786 | *Retirement planning using variables such as desired lifestyle, travel plans, housing plans, medical needs, and family needs to customize a retirement plan unique to the client*Using a residence and other real estate as retirement assets through equity and rent*Using a small business as a retirement resource through creative retirement plans*Overview of asset allocation, portfolio management, portfolio rebalancing, and investment selection concepts, before and after retirement*The three-legged retirement stool: employer retirement, savings, and Social Security*Planning with the retirement provisions of SECURE Act 2.0*Updates introduced by the One Big Beautiful Bill Act*Distribution/asset liquidation planning*Analysis of the most current/important research on retirement planning and sustaining retirement income levels | Frost Michael |
| 7/30/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Working Remotely: Best Practices, Challenges and Opportunities (Webinar) (26WS-0244)26WS-0244 | *Technology and workstation arrangements*Maximizing productivity*Establishing procedures that can be implemented throughout the organization*Understanding the relationship between remote work and employee retention*Effective communication strategies for staying connected with colleagues and clients*The productivity challenges unique to working from home*Time management*The importance of distinguishing between the "home office" and "home"*Data privacy concerns*Other ethical considerations that arise when working from home | Cornell Jason |
| 5/20/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Enterprise Risk Management Concepts and Strategy for Small- and Medium-Sized Companies (Webinar) (26WS-0985)26WS-0985 | *Overview of ERM and how it affects all organizations*What COVID-19 has taught us about risk management*Risk tolerance and developing a plan*Risk identification*Risk analysis*Risk responses*Strategy risk | Pulis Arthur |
| 8/26/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (26WS-0692)26WS-0692 | *Discussion of key individual provisions of the One Big Beautiful Bill Act, such as TCJA provisions made permanent, new tip income deduction, new overtime pay deduction, Trump accounts, and the expanded SALT cap*Comprehensive coverage of business provisions of the One Big Beautiful Bill Act, including but not limited to:*Bonus Depreciation made permanent*Increased Section 179 deduction*Changes toSection 174 R&E Expenditures*Changes to Section 163(j)*Form 1099/1099-K changes*Qualified Small Business Stock Exclusion*Excess Business Loss Limitation *Section 1244 Small Business Stock and Section 1202 Qualified Small Business Stock treatment and applicability*Principles and considerations for nonresident withholding, composite payments, and passthrough entity taxes*Partnership Distributions, Form 7217, and S Corporation Redemptions*Thinking beyondSection 163(j) -- Interest Allocation Rules, Original Issue Discount, Applicable High Yield Discount Obligations, Convertible Corporate Debt Instruments, and Debt-Financed Distributions*Timely coverage of breaking tax legislation*Selected Practice and Reporting Issues: What's new?*A review of recent cases and tax law changes and IRS guidance affecting S corporations, partnerships, limited liability companies, and limited liability partnerships*Decentralized Autonomous Organizations (DAOs) | Peters David R. |
| 7/17/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Guide to the AICPA Quality Management Standards (Webinar) (26WS-0337)26WS-0337 | *Quality management standards*SAS 146, SSARS No. 26, and SSAE 23*Risk assessment, which forms the basis of the SQM*Monitoring and evaluating the SQM | |
| 6/4/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Section 199A: Schedule K-1 Reporting by Relevant Pass-Through Entities (Webinar) (26WS-0523)26WS-0523 | *The latest guidance from the IRS provided through regulations or administrative announcements*Reporting requirements for all relevant pass-through entities*Reporting for multiple activities within one entity*Allocating common items among multiple activities*Section 199A Schedule K-1 reporting for tiered entities*Calculating and reporting qualified wages and the unadjusted basis immediately after acquisition of qualified property*Allocating Section 199A relevant amounts to beneficiaries of trusts using DNI*Handling separately stated items for which qualified business income status is determined at the shareholder or partner level*The effects of ownership changes on Section 199A reporting on Schedule K-1*Reporting publicly traded partnership income and REIT income to the partners or shareholders*Reporting aggregated activities*Allocating Section 199A amounts to partners when special allocations have been made by the partnership | Frost Michael |
| 6/24/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's The Accounting Leader's Survival Guide: Strategies for Managing Organizational Change (Webinar) (26WS-0713)26WS-0713 | *Learn the power of flexibility and adaptability*Manage daily changes and stressors*Avoid burnout and achieve work-life balance | |
| 7/21/2026 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Guide and Update to Compilations, Reviews and Preparations (Webinar) (26WS-0968)26WS-0968 | *SSARS No. 21,Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23,Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22,Compilation of Pro Forma Financial Information*SSARS No. 24,Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 25,Materiality in a Review of Financial Statements and Adverse Conclusions*SSARS No. 26,Quality Management for an Engagement Conducted in Accordance with Statements on Standards for Accounting and Review Services*SSARS No. 27,Applicability of AR-C Section 70 to Financial Statements Prepared as Part of a Consulting Services Engagement*Sample comprehensive engagement work programs for preparation, compilation, and review engagements | Levine Kenneth L. |
| 8/24/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Food, Beverage and Entertainment Expensing (Webinar) (26WS-0755)26WS-0755 | *The 50% deduction for meals that are ordinary and necessary in carrying on a trade or business*Elimination of the temporary rules that applied for 2021 and 2022 which allowed for 100% deductibility for ordinary and necessary business-related meals*When meals are still 100% deductible*IRS rules relating to the nondeducibility of activities considered entertainment or amusement*What constitutes entertainment/amusement for tax purposes?*When employers may deduct food and beverages provided to employees*50% deductibility for occasional employee meals and for overtime meals*50% deductibility for business meals during business meetings*Business meals incurred during business travel*Invoice meals separately from entertainment | Tucker Michael J |
| 7/27/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Choosing the Right Business Entity (Webinar) (26WS-0984)26WS-0984 | *Why businesses operate as C corporations*Why businesses operate as pass-through entities*Adopting C corporation status*Why businesses choose S corporation status. Tax and business situations that impact entity selection. | Tucker Michael J |
| 8/26/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Elder Fraud (Webinar) (26WS-0248)26WS-0248 | *Common elder fraud schemes*How to recognize scam attempts*What to do when you think you are being scammed*Where and how to report a scam*What you should do now to prevent being scammed*How to avoid being scammed on the internet*Why older Americans are disproportionately impacted by scams and fraud*Technical support scams*How to avoid giving money to scammers*What to do if you or someone you know is targeted by fraud*The National Elder Fraud Hotline*How to get your money back after being scammed*Types of elder law financial exploitation | |
| 5/21/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Taxation of the Mobile Workforce (Webinar) (26WS-0952)26WS-0952 | *What states do not have an income tax? What is the relevance to employers?*Where does an employer have an obligation to withhold state taxes for an employee?*At what point does an employee become a resident?*Where is unemployment paid for an out-of-state employee? | Peters David R. |
| 8/20/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Section 529 Plans: A Comprehensive Guide (Webinar) (26WS-0737)26WS-0737 | *529 plan structure, requirements, and tax treatment*Qualified education expenses, K--12 allowances, and student loan limits*Contribution rules, gift-tax interactions, and the five-year election*Distribution rules, penalties, and coordination with financial aid*State tax considerations and recapture issues*SECURE Act 2.0 529-to-Roth IRA rollover provisions*Grandparent-owned 529 plans and FAFSA implications*Multigenerational and dynasty 529 planning strategies*Common challenges, risks, and practical decision frameworks | |
| 7/23/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Navigating Your Client Through the IRS Appeals Process (Webinar) (26WS-0622)26WS-0622 | *Preparing a valid Appeals Protest for small case requests when tax, penalties, and interest for each period are $25,000 or less*Writing and filing a Formal Protest, including required information*Alternative Dispute Resolution options available to clients*Negotiation and time limitations*Preparing and submitting a Tax Court petition to preserve a client's rights | Phillips Deborah A |
| 7/8/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Business Writing: Professional and Effective Emails (Webinar) (26WS-0772)26WS-0772 | *Preparing to write: what is my purpose and objective and who is my audience*When email is the appropriate communication methodology and when it's not*Common email mistakes and how to avoid them*Proven techniques for writing more efficient, readable, and outcome-focused emails | |
| 7/29/2026 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Ethical Considerations for CPAs (Webinar) (26WS-1015)26WS-1015 | *Auditor independence and its importance to the public accounting profession*Common threats to auditor independence*AICPA's framework for assessing conflicts of interest*Unique threats related to non-attest services to attest clients*Common safeguards to help assure compliance with relevant rules and regulations | |
| 8/28/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Exploring Client Advisory Services: Tax Due Dates and Penalties -- Where Do I Need To File? (Webinar) (26WS-0743)26WS-0743 | *Estimated taxes and deadlines*Tax due dates for common returns and filings*Potential penalties and interest*Information return penalties*Penalties applicable to pass-through entities*Accuracy-related penalties*First-time abatement (FTA)*FTA eligible returns*Reasonable cause*Nexus: sales tax vs. income tax*Sales tax nexus with state specific examples*Remote work and sales tax nexus*Income tax nexus with state-specific examples*Remote work and income tax nexus*Sales factor: throwback rules | Peters David R. |
| 7/24/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Choosing the Right Business Entity (Webinar) (26WS-0479)26WS-0479 | *Why businesses operate as C corporations*Why businesses operate as pass-through entities*Adopting C corporation status*Why businesses choose S corporation status. Tax and business situations that impact entity selection. | Tucker Michael J |
| 6/18/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Working Remotely: Best Practices, Challenges and Opportunities (Webinar) (26WS-0892)26WS-0892 | *Technology and workstation arrangements*Maximizing productivity*Establishing procedures that can be implemented throughout the organization*Understanding the relationship between remote work and employee retention*Effective communication strategies for staying connected with colleagues and clients*The productivity challenges unique to working from home*Time management*The importance of distinguishing between the "home office" and "home"*Data privacy concerns*Other ethical considerations that arise when working from home | Cornell Jason |
| 8/13/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Introduction to Charitable Gifting for Individual Taxpayers (Webinar) (26WS-0809)26WS-0809 | *Fundamentals of charitable gifting*Income and estate tax considerations for charitable giving*Charitable deduction rules and limitations*Structuring charitable contributions for maximum tax efficiency*Advanced charitable gifting techniques*Compliance and documentation requirements | |
| 8/4/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Improving Your Profits: Identifying Cost Cutting Opportunities (Webinar) (26WS-0839)26WS-0839 | *What keeps companies from becoming streamlined?*Behavioral biases*Information processing biases*Emotional biases*How to deal with behavioral biases*Connecting behavioral biases to cost cutting*Creating a culture of cost cutting*Rules of thumb for cost cutting*Managing headcount*Post-COVID common areas of excess cost*Budgeting techniques*Budget variances*Benchmarking*Common size financial statements*Horizontal analysis*Negotiation and contracting techniques*Cash flow and the business cycle | Peters David R. |
| 8/6/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Anatomy of a Ransomware Event and Incident Response (Webinar) (26WS-0678)26WS-0678 | *What is ransomware?*The growing threat of ransomware -- statistics*Remote working and COVID-19*Ransomware infection process*Incident response protocol*Business considerations*Legal considerations*Breach notification obligations*Steps to protect against malware*Tabletop exercise | |
| 7/16/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Best Practices in Not-for-Profit Accounting and Reporting (Webinar) (26WS-0665)26WS-0665 | *The key requirements, options, and best practices seen in each of the basic financial statements*Today's core accounting and reporting requirements related to contributions and how to apply themeffectively and efficiently*How to analyze and incorporate the needs of financial statement users into a not-for-profit's financial statements and disclosures | Blanton Charles |
| 7/15/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Mastering Client Management for Accounting and Finance Professionals (Webinar) (26WS-0503)26WS-0503 | *The evolving landscape of client expectations in the accounting profession*Building strong and lasting client relationships through effective communication, empathy, and proactive service*Implementing efficient client onboarding and engagement processes*Leveraging technology to streamline communication, enhance collaboration, and deliver personalized service*Effectively resolving client concerns and complaints*Utilizing client feedback to continually improve your practice | Cornell Jason |
| 6/23/2026 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Liquidation of Flow-Through Entities for LLCs and Partnerships (Webinar) (26WS-0603)26WS-0603 | *Tax rules governing liquidation of a partnership or S corporation*Tax treatment of the shareholder/partner/member receiving a liquidating distribution in an S corporation liquidation/partnership liquidation*Tax impact on the pass-through entity when the entity is liquidated*Receipt of corporate liabilities in an S corporation distribution*Proportionate, liquidating partnership distributions to partners, and gains and losses to a partner on a liquidating partnership distribution*Tax issues associated with a partnership distribution of noncash properties in a liquidation*Compliance requirements on the occasion of a liquidation of a corporation or a partnership | Tucker Michael J |
| 7/6/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Current Issues in Accounting and Auditing: An Annual Update (Webinar) (26WS-0543)26WS-0543 | *Recently issued but newly implemented Accounting Standards Updates (ASUs), the PCC Update, and items on the FASB's Technical Agenda*New ASUs covering disaggregated expenses, crypto assets (e.g., cryptocurrency), and business combinations*Results and findings of the FASB's Final (Stage 3) Post-Implementation Review (PIR) Report on Topic 606*Recently issued SASs and other AICPA activity through SAS No. 149*Detailed review of the three new Statement on Quality Management Standards (SQMS 1, SQMS 2, and SQMS 3)*Other important A&A practice matters | Carney Jason W |
| 6/26/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (26WS-0679)26WS-0679 | *Comprehensive coverage of the One Big Beautiful Bill Act*Review of key components of President Trump's tax bill, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities*Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection*Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms*The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status*Timely coverage of breaking tax legislation*Real Estate professional requirements*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | Peters David R. |
| 7/16/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Ethical Considerations for the CPA (Webinar) (26WS-1078)26WS-1078 | *Examine the CPA's role in today's economy*Compare similarities and differences between individual and business ethics*Explore the link between ethics, integrity and scruples*Discuss the basic attributes of ethics and professional conduct*Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct*Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues*Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers*Review CPA Independence violations by current legal case examples | Levine Kenneth L. |
| 9/4/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (26WS-0617)26WS-0617 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services*Sample comprehensive engagement work programs for preparation, compilation and review engagements*Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations*Other communication requirements, such as sample engagement letters and management representation letters | Levine Kenneth L. |
| 7/8/2026 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Engagement Letters: Scope and Risk Management (Webinar) (26WS-0898)26WS-0898 | *Essential clauses made simple*Keeping independence intact*Change orders that prevent fights*Stopping scope creep early*What insurers and peer reviewers are seeing now | Cornell Jason |
| 8/14/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Essential Depreciation and Expensing Update (Webinar) (26WS-0739)26WS-0739 | *New bonus depreciation and Section 179 changes under the One Big Beautiful Bill Act (OBBBA)*Resolved technical glitches for qualified improvement property*Detailed coverage of Section 179 expense elections and Section 168(k) bonus or additional first-year depreciation -- maximizing deductions, definitions, limitations, and qualified property*Sales of property and the depreciation recapture rules (Section 1245, Section 1250, unrecaptured Section 1250 gain for real estate, Section 291 for corporations)*MACRS depreciation -- finding the proper method, convention, and recovery period*Listed property and the current limitations*Amortization of startup, organization, and other expenditures*AMT depreciation adjustments and how to avoid them*Examples, cases, and rulings of depreciation and amortization issues and how they impact clients, along with useful planning opportunities | Frost Michael |
| 7/23/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Controllership Skills Update: Mergers, Acquisitions and Alliances (Webinar) (26WS-0810)26WS-0810 | *Recent trends: M&A activity; contributing factors/reasons for current levels; examples of recent transactions; IPOs (Initial Public Offering) and SPACs (Special-Purpose Acquisition Company); strategic spin-offs/splits; internal venture capital activities; incubators*Expanded role of financial professionals: establishing strategy; valuation techniques; execution plan; due diligence; sources of industry information; goodwill; post-completion evaluations*Negotiations: Improving your communication skills; establishing an environment for success; list of dos and don'ts*Alliances and outsourcing: steps to forming an alliance; examples of recent alliances; determining if outsourcing (short and long-term) is correct for your organization; steps to improve results | |
| 8/4/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Making Sense of Essential OBBBA Provisions (Webinar) (26WS-0354)26WS-0354 | *Bonus and Section 179 depreciation*Depreciation of qualified production property*The business interest deduction*Tax on excess compensation within tax-exempt organizations*Excise tax on investment income of private colleges*ABLE accounts and the Saver's Credit*Child Tax Credit*Casualty losses*Other crucial OBBBA provisions | Tucker Michael J |
| 6/5/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's You've Got This: An Introduction to Yellow Book and Single Audits (Webinar) (26WS-0578)26WS-0578 | *What's included (and excluded) in a Yellow Book audit*Key qualification, performance, and reporting standards under the Yellow Book*How single audits differ from financial statement audits, plus core concepts like the SEFA, major program determination, and findings reporting*Fundamentals of testing internal controls over compliance and performing compliance testing | Blanton Charles |
| 6/30/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (26WS-0229)26WS-0229 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures*Statement on Quality Management Standards: SQMS 1, SQMS 2, and SQMS 3*Post-Implementation Review Report for revenue recognition under ASC 606 and best practices in applying ASC 606*Fraud case studies*Recently issued SASs and other AICPA activity*Recently issued PCAOB standards and SEC rulemaking activities*Other important A&A practice matters | Carney Jason W |
| 5/19/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Ethics for Tax Professionals (Webinar) (26WS-0436)26WS-0436 | *What does practicing before the IRS mean?*Who may practice before the IRS?*What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return?*May a tax preparer rely on the work of other tax return preparers?*May a tax preparer rely on and use client-provided information?*Standards associated with giving advice to clients*Abolition of the disclaimer requirement*When must a tax preparer examine a client's books and records? | Tucker Michael J |
| 6/15/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (26WS-0269)26WS-0269 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services*Sample comprehensive engagement work programs for preparation, compilation and review engagements*Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations*Other communication requirements, such as sample engagement letters and management representation letters | Levine Kenneth L. |
| 5/27/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's IRS Tax Examinations and Hot Issues (Webinar) (26WS-1108)26WS-1108 | *Criteria that the IRS uses to select returns for examination*Substantiation requirements for travel, charitable contributions, vehicles, meals, virtual currency considerations, and tax-related identity theft*Understanding worker classification determinations on who is an employee and who is an independent contractor*Distinguishing S corporation officer's reasonable compensation issues*How the IRS holds persons other than an employer liable for unpaid payroll taxes, a.k.a., the trust fund recovery penalty*Tax-related identity theft procedures | Peters David R. |
| 9/10/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Current Issues in Accounting and Auditing: An Annual Update (Webinar) (26WS-0866)26WS-0866 | *Recently issued but newly implemented Accounting Standards Updates (ASUs), the PCC Update, and items on the FASB's Technical Agenda*New ASUs covering disaggregated expenses, crypto assets (e.g., cryptocurrency), and business combinations*Results and findings of the FASB's Final (Stage 3) Post-Implementation Review (PIR) Report on Topic 606*Recently issued SASs and other AICPA activity through SAS No. 149*Detailed review of the three new Statement on Quality Management Standards (SQMS 1, SQMS 2, and SQMS 3)*Other important A&A practice matters | Carney Jason W |
| 8/11/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (26WS-1154)26WS-1154 | *Comprehensive coverage of the One Big Beautiful Bill Act*Review of key components of President Trump's tax bill, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities*Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection*Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms*Sale of Passthrough Entity Interests and Net Investment Income Tax - analyze the tax implications of selling interests in passthrough entities, including relevant examples, and how the Net Investment Income Tax (NIIT) applies to these transactions*The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status*Timely coverage of breaking tax legislation*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 9/16/2026 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Top Business Tax Planning Strategies (Webinar) (26WS-1138)26WS-1138 | *Lower marginal tax rates made permanent*New, more generous depreciation rules for bonus and Section 179*Qualified production property and bonus depreciation*Full expensing of domestic research and experimental expenditures*Rev. Proc. 2025-28 and options for small taxpayers*Taking advantage of the QBI deduction*Taking advantage of the SALT cap and the pass-through entity tax*Form 1099 reporting changes*Deducting business interest and business losses*Taking advantage of the new Section 1202 tax regime | Tucker Michael J |
| 9/15/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties (Webinar) (26WS-0949)26WS-0949 | *How to determine when an individual is subject to an RMD*Coverage of RMD changes under SECURE Act 2.0*What is the required minimum distribution for an account owner?*What is the required minimum distribution for a beneficiary IRA?*Key explanations of RMD regulations*The types of accounts that are subject to the RMD rules*The parties that are subject to the RMD rules*Exceptions and special considerations for RMDs*Rollover and transfer rules in an RMD year*The various responsibilities of interested parties*Qualified charitable distributions and how they are coordinated with RMDs and IRA contributions*How the 10-year rule works for beneficiaries | Appleby Denise |
| 8/20/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Where To Live in Retirement (Webinar) (26WS-0875)26WS-0875 | *Does continuing to live at the current location meet retirement goals and lifestyle?*Are there family concerns such as an elderly parent that prevent moving away from the current location?*Is the current location affordable when income from a salary ceases?*What health concerns are there that would limit the ability to move to another location?*Is an assisted living facility something that should be considered now or in the future and is a suitable one available?*What happens if a person is disabled while retired?*Are there state and local tax considerations that would encourage staying in place or moving?*Are there climate and weather concerns that would encourage a person to stay in place or move to a more desirable location?*Should a retiree downsize? | |
| 8/11/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Real Estate Taxation: Critical Considerations (Webinar) (26WS-0728)26WS-0728 | *The impact of recent tax legislation on the real estate industry*Depreciation and recapture*Determining the basis when acquiring real estate*Passive activity losses*Calculation of gain or loss on sale of real estate*Rental operations*Installment sales | Peters David R. |
| 7/22/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Guide to Calculating S Corporation Shareholder Stock and Loan Basis (Webinar) (26WS-1000)26WS-1000 | *Introduction to Form 7203*Introduction to the calculation of stock basis*Introduction to the calculation of loan basis*Taxable and nontaxable S corporation distributions to shareholders*The election to reduce basis by deductible losses and expenses before reducing basis by nondeductible expenses | Tucker Michael J |
| 8/27/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (26WS-1097)26WS-1097 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services*Sample comprehensive engagement work programs for preparation, compilation and review engagements*Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations*Other communication requirements, such as sample engagement letters and management representation letters | Levine Kenneth L. |
| 9/9/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Shades Of Gray: Practicing Before The Internal Revenue Service -- Circular 230 Current State (Webinar) (26WS-0895)26WS-0895 | *Office of Professional Responsibility -- Authority and Procedures*Current status of the regulations governing tax practice before the IRS (Circular 230 Rev. 6/2014)*In depth coverage of the various Due Diligence obligations of tax professionals*Overview of other key Circular 230 provisions*Practitioner responsibilities to their clients and to the Tax Administration System*Best Practices for all tax professionals | |
| 8/14/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Social Security: Dispelling Common Myths with Essential Truths (Webinar) (26WS-0347)26WS-0347 | *Will Social Security be there for me?*How is my benefit calculated?*Can I claim my benefit and work too?*When do I stop paying Social Security taxes?*Why does my government pension cause my benefits to be reduced?*Can I claim spousal benefits now and my own later?*What is my breakeven?*Can I claim benefits from my ex-spouse?*What do you mean I may pay taxes on my income benefits?*… and more! | |
| 6/4/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Guide and Update to Compilations, Reviews and Preparations (Webinar) (26WS-1118)26WS-1118 | *SSARS No. 21,Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23,Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22,Compilation of Pro Forma Financial Information*SSARS No. 24,Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 25,Materiality in a Review of Financial Statements and Adverse Conclusions*SSARS No. 26,Quality Management for an Engagement Conducted in Accordance with Statements on Standards for Accounting and Review Services*SSARS No. 27,Applicability of AR-C Section 70 to Financial Statements Prepared as Part of a Consulting Services Engagement*Sample comprehensive engagement work programs for preparation, compilation, and review engagements | Levine Kenneth L. |
| 9/11/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Use the Data Model to Build More Powerful PivotTables (Webinar) (26WS-0879)26WS-0879 | *Creating a data model/Power Pivot*Building PivotTables from multiple tables*Creating Measures*Using named sets | Lenning Jeff |
| 8/12/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Tax Planning for Rental Real Estate (Webinar) (26WS-0715)26WS-0715 | *Rental activities and passive activities*Material participation*Real estate professional status*Active participation status*Depreciation recapture -- Sections 1245, 1250, and 291*Vacation homes rented out*QBI deduction and rental properties*Section 1237 safe harbor for divided parcel sales*Practitioner considerations | Peters David R. |
| 7/21/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Key Roth IRA and Roth 401(k) Rules for Funding and Tax-free Distributions (Webinar) (26WS-0334)26WS-0334 | *Funding options for Roth accounts*Roth IRA contribution eligibility and income limits*Enhanced catch-up contributions and age-based limits*The Roth catch-up mandate for employer plans*Roth 401(k) contribution rules, including catch-ups*Roth SEP and Roth SIMPLE IRAs*529 plan rollovers to Roth IRAs*Backdoor Roth strategies and pro-rata considerations*The tax impact of rolling a 401(k) to a Roth IRA*Who can start the Roth IRA 5-year clock?*The 5-year rules for Roth IRAs and Roth 401(k)s*Direct and indirect Roth conversions*Direct and indirect rollovers from Roth 401(k) plans*Ordering rules for Roth IRA distributions*FIFO treatment and when it applies*The risk of recapturing the 10% early distribution penalty*Case studies and practical cheat sheets to reinforce key concepts | Appleby Denise |
| 6/3/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Cannabis: A Generalized Business Viewpoint (Webinar) (26WS-1042)26WS-1042 | *An overview of current state and federal laws governing marijuana*A review of state boards of accountancy regarding marijuana*How some financial professionals are capitalizing on the marijuana industry*Providing auditing and tax services within the marijuana industry*How accountants and other financial professionals can manage risk within this industry*IRC Section 280E's prohibition of deductions involving controlled substances*A summary of various state taxation laws on marijuana*Ethical issues for accountants who work in the marijuana industry*Relevant banking regulations*Growth projections | Cornell Jason |
| 9/1/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's The Complete Guide to Payroll Taxes and 1099 Issues (Webinar) (26WS-0870)26WS-0870 | *Payroll tax requirements for wages, including wages subject to the .9 percent tax, employee benefits and reimbursements, nonqualified deferred compensation, stock options, and tips*Fringe benefits issues, such as health insurance, life insurance, cafeteria plan benefits, accountable and non-accountable plans, standard mileage rates, and per diem rates*Special issues -- Using a common paymaster, how to file W-2s after a takeover, merger, or acquisition, and state and local tax withholding*Statutory employees, independent contractors, and possible changes to Section 530 relief*Penalties -- Who is a responsible person?*Expenses and gross-up calculations*Pension issues and payroll taxes including SIMPLE plans, and Section 401(k) and pension distributions*The Electronic Federal Tax Payment System (EFTPS)*Forms I-9, W-9, W-2, 1099, 1099-NEC, SS-8, and 940*Understanding payroll tax responsibilities in the gig economy | Phillips Deborah A |
| 8/11/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Depreciation Rules for Bonus and Section 179 Expensing (Webinar) (26WS-0639)26WS-0639 | *OBBBA permanently restores 100% bonus depreciation*Notice 2026-11 confirms existing bonus framework and availability of component elections*Qualified improvement property (QIP) is boosted by OBBBA*Qualified production property (QPP): established by OBBBA, clarified by Notice 2026-16*Definitions*Timing*Inclusions/exclusions*Third-party lease scenarios*Election mechanics*Recapture *New enlarged Section 179 ceiling limitations*OBBBA energy incentives sunset guide*179D deduction still in play*Tangible property regulations and their role in a strategic hierarchy of depreciation | Tucker Michael J |
| 7/10/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Tax Research: Intermediate Concepts (Webinar) (26WS-0675)26WS-0675 | *Tax code hierarchy*Organization of an Internal Revenue Code section*Special rules for IRC citation*Citing other primary authorities*Private letter rulings*Primary vs. secondary authority*Secondary sources of authority*Steps in the tax research process*Research memoranda | Peters David R. |
| 7/15/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Purchase and Sale of a Residence: Critical Tax Issues (Webinar) (26WS-0900)26WS-0900 | *General rules relating to the sale of a residence under Section 121*Sale of a taxpayer's main home*Qualifying for a partial exclusion of gain on the sale of a home*How a taxpayer meets the residence requirement*Meeting the look-back requirement*Separated, divorced, and widowed taxpayers*Work-related moves and unforeseeable events*Inherited homes and homes received in a divorce*Impact of business or rental use of home on the gain exclusion*Reporting gain or loss on the sale of a home | Tucker Michael J |
| 8/14/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's A Guide to the 401(k): Concepts and Strategies (Webinar) (26WS-0979)26WS-0979 | *401(k) eligibility, vesting, compensation limits, and annual testing*Contribution types, limits, deadlines, and reporting requirements*Traditional, Roth, and other after-tax contribution planning strategies*Employer match optimization and profit-sharing structures*Coordination across multiple employers and plan types*Distributions, penalties, and tax reporting considerations*Direct vs. indirect rollovers and rollover risk management*Net unrealized appreciation (NUA) planning for employer stock*Qualified plan loans and appropriate use cases*Inherited plan rules | |
| 8/25/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Employer's Handbook: Health Care, Retirement and Fringe Benefit Tax Issues (Webinar) (26WS-0437)26WS-0437 | *ERISA compliance: employee welfare plans and qualified plans*Fringe benefit issues: COBRA, Family and Medical Leave Act, and new developments in health care*Health care plans: HRAs, HSAs, and other employer-sponsored plans*Qualified plan requirements: eligibility, coverage, and vesting | Peters David R. |
| 6/15/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Latest Developments in Government and Not-for-Profit Accounting and Auditing (Webinar) (26WS-0932)26WS-0932 | *Developing issues related to the Yellow Book and single audits*Key AICPA developments affecting audits of governments and not-for-profits*The implementation of GASB No. 103 on financial reporting model improvements*GASB No. 104 addressing disclosure of certain capital assets*Impacts of recently applied governmental standards, recently issued implementation guide questions, and additional GASB projects (e.g., subsequent events)*The essential disclosure requirements specific to not-for-profit organizations and strategies for enhancing clarity and value*The advantages, challenges, and best practices for effectively presenting a measure of operations | Blanton Charles |
| 8/19/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Introduction to AI in Accounting (Webinar) (26WS-0391)26WS-0391 | *Understanding narrow AI vs. general AI*Machine learning (ML), deep learning (DL), neural networks*Natural language processing (NLP) and its role in accounting*AI applications in accounting and finance*Automated data entry and processing*Expense management automation*AI-driven audit support and compliance monitoring*Financial forecasting and risk assessment*Benefits and challenges of integrating AI*Enhancing efficiency and accuracy in accounting processes*Ethical considerations and risk management in AI adoption*Overcoming resistance to AI implementation within firms*Lessons learned from AI-driven transformations in finance departments*Predicting AI's influence on the future of the accounting profession*Preparing for the evolving role of accountants in an AI-enhanced environment | Ng Cory |
| 6/10/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Choosing the Right Business Entity (Webinar) (26WS-0773)26WS-0773 | *Why businesses operate as C corporations*Why businesses operate as pass-through entities*Adopting C corporation status*Why businesses choose S corporation status. Tax and business situations that impact entity selection. | Tucker Michael J |
| 7/29/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Tax Update for Client Advisory Services (Webinar) (26WS-0634)26WS-0634 | *Common tax deadlines and penalties*Employee Retention Credit -- new developments*Beneficial ownership information reporting*Bonus depreciation changes*Form 1099 reporting and changes*Online accounts and IP PINs*Virtual currency updates*Green energy credit compliance | Peters David R. |
| 7/9/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Preparing Not-for-Profit Financial Statements (Webinar) (26WS-0765)26WS-0765 | *Key requirements, options, and disclosures related to each of the basic financial statements*The reporting of functional and natural expense information*Core not-for-profit accounting requirements related to conditional and unconditional contributions, promises to give, restrictions, designations, contributed services, net assets, special events, the classification of expenses, and more | Blanton Charles |
| 7/28/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Introduction to Charitable Gifting for Individual Taxpayers (Webinar) (26WS-0395)26WS-0395 | *Fundamentals of charitable gifting*Income and estate tax considerations for charitable giving*Charitable deduction rules and limitations*Structuring charitable contributions for maximum tax efficiency*Advanced charitable gifting techniques*Compliance and documentation requirements | |
| 6/10/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Fraud in Single Audits (Webinar) (26WS-0586)26WS-0586 | *Real-life misappropriations involving federal awards and how they were carried out*The backgrounds, motivations, and methodologies of the fraudsters*The problems that allowed the frauds to occur without prevention or detection | Blanton Charles |
| 7/1/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Predicting Future Financial Issues Facing the Financial Executive (Webinar) (26WS-0683)26WS-0683 | *CPA becoming attuned to broad based business knowledge, professional skepticism, and subordination of judgment*The future of medical care in the United States in a post COVID-19 environment*Future of social security and impact on retirement planning and employee retention*Impact on financial executive if the dollar is no longer the world currency*"Fate of the States" -- will the location of your business make you less competitive*Future of workmen's compensation and unemployment compensation*Future of interest rates*Impact of greater reliance on technology*AICPA top 10 trends and technologies*National infrastructure*ESG and DEI trends in the global economy*Impact of continuing uncertainty in markets | Ryan Francis X |
| 7/16/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| Surgent's The Road Ahead: Critical OBBBA Changes Impacting Accounting and Finance Professionals (Webinar) (26WS-0961)26WS-0961 | *Marginal tax rates effective in 2025 and beyond*The QBI deduction*Qualified residential interest*Child Care Credit*Miscellaneous itemized deductions, including the educator deduction*Rollovers from 529 plans to ABLE accounts*Additional expenses treated as qualified higher education expenses for purposes of 529 accounts*Termination of credits for environmentally clean autos and expenditures*Other timely topics | Tucker Michael J |
| 8/21/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes (Webinar) (26WS-0258)26WS-0258 | *Reasonable compensation*Fringe benefits for S corporation shareholders*Built-in gains tax*Excess passive income tax*Notice 2020-75: PTE elections | Peters David R. |
| 5/22/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality (Webinar) (26WS-1088)26WS-1088 | *AICPA's Enhancing Audit Quality initiative*Recent revisions to Quality Management standards*Feedback from peer reviews, including areas driving deficiencies in audit*Elements of an effective risk assessment and how to link to audit procedures performed*Understanding internal controls and making the decision whether or not to test them*Best practices in documentation | |
| 9/8/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Mastering Accounting for Income Taxes (Webinar) (26WS-0368)26WS-0368 | *The sources of deferred tax assets and liabilities*Calculating the deferred tax asset or liability*Reporting income-tax expense and balance sheet items*Defining, analyzing, and reporting uncertain tax positions*Classification of deferred tax assets and liabilities*Disclosure requirements*Finalized and proposed changes to ASC 740, including ASU 2023-09, CAMT, and global tax transparency initiatives | Carney Jason W |
| 6/8/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (26WS-0435)26WS-0435 | *Comprehensive coverage of the One Big Beautiful Bill Act*Review of key components of President Trump's tax bill, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities*Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection*Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms*The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status*Timely coverage of breaking tax legislation*Real Estate professional requirements*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | Peters David R. |
| 6/15/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Review and Analysis of Crucial OBBBA Changes (Webinar) (26WS-0680)26WS-0680 | *Changes to the standard deduction*Senior deduction*Deduction for auto loan interest*Estate tax changes and the portability option*Tax consequences associated with investing in revised opportunity zones*Full expensing of domestic R&E*Individual and corporate charitable contributions*Wagering losses*Student loan discharges*Taking advantage of scholarship granting organizations (SGOs)*Dependent care assistance program*Other crucial OBBBA provisions | Tucker Michael J |
| 7/16/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding Partnership Taxation: Types of Basis, Contributions and Distributions (Webinar) (26WS-0538)26WS-0538 | *Three different types of basis*Contributions of property*IRC 704(b) -- Capital Accounts and Special Allocations*Contributions of property and debt*Contributions of services*IRS Notice 2020-43 | Peters David R. |
| 6/25/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Taking Advantage of Installment Sales (Webinar) (26WS-0759)26WS-0759 | *How does the IRC define an installment sale under IRC section 453?*When can a taxpayer utilize the provisions of IRC section 453?*When should a taxpayer utilize the provisions of an installment sale, and when should it be avoided?*How does the issue of a "dealer" vs. a "non-dealer" impact the use of the installment sale method?*Reporting an installment sale when related parties are involved*Calculating an installment sale*How has the Tax Cuts and Jobs Act impacted the use of the installment sale method? | Peters David R. |
| 7/27/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's A Complete Guide to Reporting Form 1099-DA (Webinar) (26WS-0757)26WS-0757 | *Definition of a digital asset for purposes of Form 1099-DA*What is a sale of a digital asset affected by a broker on behalf of another person?*Mandatory 2025 reporting of gross proceeds information and voluntary reporting of basis information*Treatment of sales of digital assets*Who is a broker for purposes of Form 1099-DA?*Information required to complete Form 1099-DA*Reporting closing transactions and covered securities*Who is a processor of digital asset payments?*How many transactions to report on each Form 1099-DA and how many forms to file for each transaction*Optional reporting methods for digital asset transactions*Substitute statements for the Form 1099*Reporting a disposition of digital assets held by a widely held fixed investment trust | Tucker Michael J |
| 7/27/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Top Individual Tax Planning Strategies (Webinar) (26WS-0935)26WS-0935 | *Extension and enhancement of reduced rates and the standard deduction*The temporary senior deduction*Extension and enhancement of increased Child Tax Credit*Extension and enhancement of increased estate and gift tax exemption amounts*Contributions to ABLE accounts and benefitting from the Saver's Credit*Increased SALT deduction*Deduction for car loan interest*Using Trump Accounts*Extension and enhancement of paid family and medical leave credit*Enhancement of Adoption Credit, the dependent care assistance program and the child and dependent care tax credit*Tax credit for contributions of individuals to scholarship granting organizations*Additional expenses treated as qualified higher education expenses for purposes of 529 accounts*Individual charitable contributions*Health savings account related tax changes | Tucker Michael J |
| 8/19/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Single Auditing Made Simple (Webinar) (26WS-0827)26WS-0827 | *The key requirements and responsibilities related to the schedule of expenditures of federal awards and major program determination*How the auditor determines the direct and material compliance requirements, obtains an understanding of and tests the related internal controls, and performs compliance testing*The development and reporting of findings in the schedule of findings and questioned costs*Additional performance and reporting responsibilities | Blanton Charles |
| 8/5/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Top Business Tax Planning Strategies (Webinar) (26WS-0762)26WS-0762 | *Lower marginal tax rates made permanent*New, more generous depreciation rules for bonus and Section 179*Qualified production property and bonus depreciation*Full expensing of domestic research and experimental expenditures*Rev. Proc. 2025-28 and options for small taxpayers*Taking advantage of the QBI deduction*Taking advantage of the SALT cap and the pass-through entity tax*Form 1099 reporting changes*Deducting business interest and business losses*Taking advantage of the new Section 1202 tax regime | Tucker Michael J |
| 7/28/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (26WS-0598)26WS-0598 | *Comprehensive coverage of the One Big Beautiful Bill Act*Review of key components of President Trump's tax bill, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities*Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection*Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms*Sale of Passthrough Entity Interests and Net Investment Income Tax - analyze the tax implications of selling interests in passthrough entities, including relevant examples, and how the Net Investment Income Tax (NIIT) applies to these transactions*The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status*Timely coverage of breaking tax legislation*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 7/6/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's A Complete Guide to the Yellow Book (Webinar) (26WS-1096)26WS-1096 | *Circumstances requiring auditors to follow the Yellow Book (Government Auditing Standards or GAGAS)*Relationship of Yellow Book requirements to GAAS and single audit requirements*Auditor qualifications under the Yellow Book: independence, CPE, peer review, and related requirements*The Yellow Book requirements related to the performance of and reporting on a financial audit*Identifying and reporting findings under the Yellow Book*The Yellow Book requirements related to attestation engagements (examinations, reviews, and agreed-upon procedures) and performance audits | Blanton Charles |
| 9/9/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Preparing Not-for-Profit Financial Statements (Webinar) (26WS-0384)26WS-0384 | *Key requirements, options, and disclosures related to each of the basic financial statements*The reporting of functional and natural expense information*Core not-for-profit accounting requirements related to conditional and unconditional contributions, promises to give, restrictions, designations, contributed services, net assets, special events, the classification of expenses, and more | Blanton Charles |
| 6/9/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Ethical Considerations for the CPA (Webinar) (26WS-0654)26WS-0654 | *Examine the CPA's role in today's economy*Compare similarities and differences between individual and business ethics*Explore the link between ethics, integrity and scruples*Discuss the basic attributes of ethics and professional conduct*Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct*Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues*Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers*Review CPA Independence violations by current legal case examples | Levine Kenneth L. |
| 7/14/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Surgent's What Tax Practitioners Need to Know About Medicare (Webinar) (26WS-0521)26WS-0521 | *Eligibility for Medicare*How to apply for Medicare*Introduction to Parts A, B, C, and D of Medicare*Payments for Parts B and D of Medicare: the higher costs imposed on higher income beneficiaries*Late enrollment penalties*Medicare Advantage in lieu of original Medicare*The Affordable Care Act's impact on Medicare*Legislative and regulatory developments | Tucker Michael J |
| 6/24/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Reducing a Business Owner Client's Exposure to Social Security and Self-Employment Taxes (Webinar) (26WS-0510)26WS-0510 | *Section 1402(a)(1) exclusions from the definition of self-employment income*Application of the SE tax to members of limited liability companies*Taking a self-employed owner's health insurance deductions against self-employment tax*How using the S corporation and the MMLLC treated as a partnership can help reduce an individual's exposure to self-employment tax*How hiring a spouse and/or child helps reduce self-employment tax*Differentiating between income treated as self- employment income and income that is not self-employment income | Tucker Michael J |
| 6/23/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Government and Not-for-Profit Frauds and Controls to Stop Them (Webinar) (26WS-0836)26WS-0836 | *Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds*Identify and develop practical controls to prevent and detect fraud*Tailor controls to the size and fit of the government or not-for-profit | Blanton Charles |
| 8/6/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Lessons Learned From Recent Accounting Malpractice Actions (Webinar) (26WS-1151)26WS-1151 | *Common instances of accounting malpractice*Current claim trends*Frequent defenses to claims*Statute of limitations*Damages*Claims by practice area | Cornell Jason |
| 9/16/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 1 Ethics |
| Surgent's Make Resilience Work for You: An Accounting Leader's Guide to a Holistic Approach for Managing Teams (Webinar) (26WS-0924)26WS-0924 | *Bounce back from adversity and pressure*Avoid giving up too soon*Reframe challenges*Learn resilience and transform from mistakes | |
| 8/18/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Top 20 Questions Advisers Ask About the SECURE Acts and Other IRA Rules (Webinar) (26WS-0331)26WS-0331 | *529 to Roth: who, what, when, and how*SECURE Act 1.0 and the 10-year rule*Roth IRA beneficiary options*Where the stretch IRA really ends*The new limitations for spouse IRA beneficiaries*The new spouse options for spouse beneficiaries*New RMD rules for Roth 401(k)s*Overriding the 10-year rule for an eligible designated beneficiary*How the age of death affects beneficiary options*The new early distribution penalty exceptions*Rollovers vs. transfers for spouse beneficiaries*Qualified charitable distributions (QCDs) for owners and beneficiaries*The "at least as rapidly" (ALAR) rule*New reduced rate for excess accumulation penalty on RMD failures*How to avoid unlimited accrual of the 6% excise tax*How to avoid unlimited accrual of the 25% excise tax*Clarifying the definition of disability for an exception to the 10% additional tax*The new starting ages for RMDs*Designated vs. eligible designated beneficiaries and their options*Catch-up contributions for ages 50 and over*Catch-up contributions for ages 60 to 63*When the 60-day deadline is missed*When the one-per-year rollover limit is about to be broken*Retaining qualifications for exceptions to the 10% additional tax | Appleby Denise |
| 6/3/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (Webinar) (26WS-0967)26WS-0967 | *Factors business owners should take into account when choosing a retirement plan*SIMPLE plans*Simplified employee pension plans*401(k) plans*Defined benefit plans*Ensuring eligible employees are covered*Employees' impact on choice of plan*Ongoing compliance requirements*Establishing a plan after the tax year end*Changes to safe harbor 401(k) plans*Pooled employer plans*Defined benefit plans and cash balance plans | Tucker Michael J |
| 8/24/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Mastering the Offer in Compromise: Strategies for Preparation and Negotiation (Webinar) (26WS-0345)26WS-0345 | *Introduction to the OIC program*Types of OICs*Eligibility criteria*Financial analysis*Offer amount calculation*Preparing Forms 656 and 433-A(OIC)/433-B(OIC)*Supporting documentation and strategy*OIC submission and IRS review process*Appeals and negotiation techniques*Best practices and common pitfalls*Real-world scenarios and case studies | |
| 6/4/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs (Webinar) (26WS-0319)26WS-0319 | *How and why a partnership makes a 754 election*The effect of the 754 election when an interest in a partnership is sold or inherited*How the 754 election applies when a partnership makes a distribution of property to one or more of its partners*How to make the 754 basis adjustment | Tucker Michael J |
| 6/2/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit (Webinar) (26WS-1026)26WS-1026 | *The 20 common law factors in a worker classification audit that are used to distinguish an employee from an independent contractor*How disgruntled independent contractors can use IRS Form 8919 against a former employer*When and how to use Section 530 as a defense in worker classification audits*What is "industry practice" for Section 530 purposes*Common sense steps that will avoid the recharacterization of workers treated as independent contractors to employees*The IRS's Voluntary Classification Settlement Program -- advantages and disadvantages*The DOL Final Rule | Tucker Michael J |
| 8/31/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Weekly Expert Hour (Webinar) (26WS-0542)26WS-0542 | *Each week's topics will change based on the most critical issues affecting financial professionals | Tucker Michael J |
| 6/25/2026 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Fiduciary Income Tax Returns: Form 1041 Workshop with Filled-in Forms (Webinar) (26WS-1058)26WS-1058 | *Classifying receipts between "income" and "corpus" under the Uniform Principal and Income Act*Calculation of DNI utilizing three different methods, a "forms" method (Schedule B), a "code" method, and a "shortcut" method, utilizing a worksheet of common income and expenses*Proper W-2 preparation and procedures in the year of death*Taxpayer passes before taking a required minimum distribution; what must be done?*Forgetful fiduciaries of simple trusts*Fluctuating trusts -- Simple one year, complex the next*Dividing income in the year of death*Overview of Subchapter J*Form preparation issues -- Filing requirements and line-by-line explanations of Form 1041*Taxable income of estates and trusts and expense allocation issues*Specific deductions and miscellaneous itemized deductions*Income in respect of a decedent*The income distribution deduction calculation*Relation of principal and income law to DNI*Understanding how to handle capital gains and losses*Allocating tax items to beneficiaries: another K-1*Other considerations: excess deductions on termination*Comprehensive DNI case study, with principal (cost and FMV) and income reconciliation*Comprehensive trust and estate case studies, with filled-in forms | Frost Michael |
| 9/3/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's A Complete Guide to Reporting Form 1099-DA (Webinar) (26WS-0533)26WS-0533 | *Definition of a digital asset for purposes of Form 1099-DA*What is a sale of a digital asset affected by a broker on behalf of another person?*Mandatory 2025 reporting of gross proceeds information and voluntary reporting of basis information*Treatment of sales of digital assets*Who is a broker for purposes of Form 1099-DA?*Information required to complete Form 1099-DA*Reporting closing transactions and covered securities*Who is a processor of digital asset payments?*How many transactions to report on each Form 1099-DA and how many forms to file for each transaction*Optional reporting methods for digital asset transactions*Substitute statements for the Form 1099*Reporting a disposition of digital assets held by a widely held fixed investment trust | Tucker Michael J |
| 6/25/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Tax Reporting for Executive Compensation (Webinar) (26WS-0724)26WS-0724 | *Nonqualified deferred compensation (NQDC)*Nonqualified stock options (NQSOs)*Incentive stock options (ISOs)*Restricted stock/restricted stock units (RSUs)*Stock appreciation rights (SARs) and phantom stock*Employee stock purchase plans (ESPPs)*Applicable tax forms and schedules*Stock sale reporting*Estimated taxes*Filing deadlines and extensions*State taxation | |
| 7/22/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Excel for Accountants: Using Excel to Cleanse and Prepare Data (Webinar) (26WS-0271)26WS-0271 | *Automation capabilities of Excel*The "Get & Transform" Tool*Using "Get & Transform" for flattening, splitting and combining data, unpivoting summarized data, and combining CSV exports | Lenning Jeff |
| 5/27/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's The One Big Beautiful Bill Act (OBBBA): What You Need To Know (Webinar) (26WS-0706)26WS-0706 | *The $6,000 senior deduction*The QBI deduction*Changes in the estate tax*Wagering losses*The SALT cap*Tips, overtime, and car loan interest*1099 changes*Trump Accounts*Investments in students and education*Bonus and Section 179 changes, including depreciation for qualified production property*Full expensing of domestic research and experimental expenditures*Changes in the deduction of business interest and business losses*Renewal of Opportunity Zones*Individual and corporate charitable contribution changes*Expansion of Section 1202 stock*Termination of credits for environmentally clean autos and expenditures*Many other individual and business income tax changes contained in the OBBBA | Tucker Michael J |
| 7/20/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Engaging and Managing Young Professionals (Webinar) (26WS-0473)26WS-0473 | *Characteristics that are more dominant among younger working professionals and what distinguishes them from other sectors of the workforce*Changes younger professionals seek in the workplace*Suggestions on engaging and developing younger workers*Best practices by organizations who have successfully integrated younger professionals*Expectations as to learning, development, and training*Work environments and schedules*School-to-work transitions*Views on salary, benefits, and corporate ethics*Whether younger professionals' expectations are significantly different from any other generation*Strengths younger professionals offer which set them apart from others*Common myths pertaining to younger professionals*Definitions of success | Cornell Jason |
| 6/17/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Establishing State Residency and Saving Your Clients Money (Webinar) (26WS-0682)26WS-0682 | *Typical provisions in state statutes regarding domicile and residency*In depth analysis of domicile and residency definitions*Issues regarding one's permanent abode*Analysis of jurisdiction where taxpayer has the greatest connections*Detailed discussion of criteria used to establish domicile and residency | |
| 7/16/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Navigating AI Compliance: The EU AI Act for U.S. Finance and Accounting Leaders (Webinar) (26WS-0478)26WS-0478 | *Introduction to the EU AI Act: background, objectives, global relevance, and extraterritorial scope*Key provisions and risk classifications: prohibited, high-risk, limited-risk, and general-purpose AI systems; prohibited AI practices*Compliance requirements for high-risk AI systems: technical documentation, data governance, and human oversight requirements; importance of risk management and transparency obligations*Practical steps for U.S. professionals: strategies to align with EU compliance standards; anticipating future regulatory developments | Ng Cory |
| 6/18/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (26WS-0312)26WS-0312 | *Discussion of key individual provisions of the One Big Beautiful Bill Act, such as TCJA provisions made permanent, new tip income deduction, new overtime pay deduction, Trump accounts, and the expanded SALT cap*Comprehensive coverage of business provisions of the One Big Beautiful Bill Act, including but not limited to:*Bonus Depreciation made permanent*Increased Section 179 deduction*Changes toSection 174 R&E Expenditures*Changes to Section 163(j)*Form 1099/1099-K changes*Qualified Small Business Stock Exclusion*Excess Business Loss Limitation *Section 1244 Small Business Stock and Section 1202 Qualified Small Business Stock treatment and applicability*Principles and considerations for nonresident withholding, composite payments, and passthrough entity taxes*Partnership Distributions, Form 7217, and S Corporation Redemptions*Thinking beyondSection 163(j) -- Interest Allocation Rules, Original Issue Discount, Applicable High Yield Discount Obligations, Convertible Corporate Debt Instruments, and Debt-Financed Distributions*Timely coverage of breaking tax legislation*Selected Practice and Reporting Issues: What's new?*A review of recent cases and tax law changes and IRS guidance affecting S corporations, partnerships, limited liability companies, and limited liability partnerships*Decentralized Autonomous Organizations (DAOs) | Peters David R. |
| 6/2/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's What Tax Practitioners Need to Know About Medicare (Webinar) (26WS-0923)26WS-0923 | *Eligibility for Medicare*How to apply for Medicare*Introduction to Parts A, B, C, and D of Medicare*Payments for Parts B and D of Medicare: the higher costs imposed on higher income beneficiaries*Late enrollment penalties*Medicare Advantage in lieu of original Medicare*The Affordable Care Act's impact on Medicare*Legislative and regulatory developments | Tucker Michael J |
| 8/18/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (Webinar) (26WS-1050)26WS-1050 | *Factors business owners should take into account when choosing a retirement plan*SIMPLE plans*Simplified employee pension plans*401(k) plans*Defined benefit plans*Ensuring eligible employees are covered*Employees' impact on choice of plan*Ongoing compliance requirements*Establishing a plan after the tax year end*Changes to safe harbor 401(k) plans*Pooled employer plans*Defined benefit plans and cash balance plans | Tucker Michael J |
| 9/2/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Tax Planning for Rental Real Estate (Webinar) (26WS-0816)26WS-0816 | *Rental activities and passive activities*Material participation*Real estate professional status*Active participation status*Depreciation recapture -- Sections 1245, 1250, and 291*Vacation homes rented out*QBI deduction and rental properties*Section 1237 safe harbor for divided parcel sales*Practitioner considerations | Peters David R. |
| 8/4/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Getting Ahead: The Art of Marketing for CPAs (Webinar) (26WS-0434)26WS-0434 | *Challenges of marketing CPA firms*Developing marketing strategy*Elements of a marketing plan*Example: CPA firm marketing plan*Marketing regulatory/AICPA issues*Picking the right marketing channels*Marketing channel statistical analysis*Developing marketing metrics | Peters David R. |
| 6/15/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Defending Firms: Email Fraud, Cloud Risks, Cyber Insurance and Remote Work Security (Webinar) (26WS-0860)26WS-0860 | *Email fraud*Phishing attacks*Cloud security risks*Cyber insurance*Securing remote work environments | |
| 8/10/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding and Managing Burnout Among Accounting and Finance Professionals (Webinar) (26WS-0710)26WS-0710 | *The causes of burnout in the accounting profession*Effects of burnout on employee well-being*Strategies to protect employee well-being in a highly demanding profession*Organizational costs associated with employee burnout*Tools used to measure employee well-being | Cornell Jason |
| 7/21/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Contract Law for Accounting and Finance Professionals (Webinar) (26WS-0778)26WS-0778 | *Contract formation*The necessary components of an enforceable contract*Common defenses to enforcement*Legal capacity requirements*Contract interpretation | Cornell Jason |
| 7/30/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Construction Contractors: Accounting and Financial Reporting Issues (Webinar) (26WS-0340)26WS-0340 | *Overall landscape of the construction industry*GAAP and recent changes affecting the construction industry*FASB ASC 606 and its impact on the construction industry*The unique relationship between the contractor and the surety*FASB ASC 842 and its impact on the construction industry | Peters David R. |
| 6/4/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's The AI-augmented Professional: Practical Tools, Real Risks and Immediate Use Cases (Webinar) (26WS-0447)26WS-0447 | *Explore from the history of automation to the current landscape of large language models (LLMs) and generative tools to demystify the technology*Free, accessible apps to enterprise-grade solutions and specialized accounting software tailored for tax, audit, and advisory workflows*Ethical obligations and professional standards that govern AI use, including data privacy, client confidentiality, and the management of "hallucinations" or inaccuracies*Through specific use cases and prompting demonstrations, understand how to use AI to draft complex communications, summarize research, optimize Excel workflows, and enhance client advisory services | |
| 6/16/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Government and Not-for-Profit Frauds and Controls to Stop Them (Webinar) (26WS-0781)26WS-0781 | *Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds*Identify and develop practical controls to prevent and detect fraud*Tailor controls to the size and fit of the government or not-for-profit | Blanton Charles |
| 7/30/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Critical Issues Involving Taxation of Construction Contractors (Webinar) (26WS-0738)26WS-0738 | *The impact of recent legislation on the construction industry (including the OBBBA)*How to qualify for the small contractor exemption and its advantages for the taxpayer*Options available to small contractors regarding taxation of long-term contracts*How the choice of entity impacts taxation of contractors*How AMT impacts the construction industry*IRC Section 460 and large contractors*How uninstalled materials impact taxation of contractors*Look-back rules*Using the 10 percent method to allow certain contractors to defer recognizing taxable income*Critical tax planning strategies for contractors | Peters David R. |
| 7/23/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Top Business Tax Planning Strategies (Webinar) (26WS-0493)26WS-0493 | *Lower marginal tax rates made permanent*New, more generous depreciation rules for bonus and Section 179*Qualified production property and bonus depreciation*Full expensing of domestic research and experimental expenditures*Rev. Proc. 2025-28 and options for small taxpayers*Taking advantage of the QBI deduction*Taking advantage of the SALT cap and the pass-through entity tax*Form 1099 reporting changes*Deducting business interest and business losses*Taking advantage of the new Section 1202 tax regime | Tucker Michael J |
| 6/22/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Shades Of Gray: Practicing Before The Internal Revenue Service -- Circular 230 Current State (Webinar) (26WS-0599)26WS-0599 | *Office of Professional Responsibility -- Authority and Procedures*Current status of the regulations governing tax practice before the IRS (Circular 230 Rev. 6/2014)*In depth coverage of the various Due Diligence obligations of tax professionals*Overview of other key Circular 230 provisions*Practitioner responsibilities to their clients and to the Tax Administration System*Best Practices for all tax professionals | |
| 7/6/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's International Tax Challenges and Opportunities for U.S. Filers (Webinar) (26WS-0274)26WS-0274 | *Residency status for U.S. federal income tax purposes*Key provisions of U.S. income tax treaties*Overview of the taxation of income from foreign entities*Understanding Foreign Tax Credit*Identifying foreign-source and U.S.-source income*Foreign earned income and housing exclusion*Foreign informational form filing requirements | |
| 5/27/2026 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Taking Advantage of Installment Sales and Like-Kind Exchanges (Webinar) (26WS-0899)26WS-0899 | *How does the IRC define an installment sale under Section 453?*When can a taxpayer utilize the provisions of IRC Section 453?*When should a taxpayer utilize the provisions of an installment sale and when should it be avoided*How does the issue of a "dealer" vs. a "non-dealer" impact the use of the installment sale method*How to report an installment sale when related parties are involved*How to calculate an installment sale*How has the Tax Cuts and Jobs Act impacted the use of the Installment Sale Method*What is a like-kind exchange as defined by IRC Section 1031*When can a taxpayer utilize the provisions of IRC Section 1031*What types of real property are eligible for like-kind exchange treatment and what types are not*What is "boot" and how does it impact the like-kind exchange deferral*How to calculate a like-kind exchange including any taxable portion*How has the Tax Cuts and Jobs Act impacted the use of like-kind exchanges | Peters David R. |
| 8/14/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Guide to the AICPA Quality Management Standards (Webinar) (26WS-0239)26WS-0239 | *Quality management standards*SAS 146, SSARS No. 26, and SSAE 23*Risk assessment, which forms the basis of the SQM*Monitoring and evaluating the SQM | |
| 5/20/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times (Webinar) (26WS-0721)26WS-0721 | *Commencement of a bankruptcy proceeding* Protections provided to debtors under the Bankruptcy Code* Key procedural aspects of bankruptcy* The automatic stay* Differences between Chapters 7, 11, and 13 bankruptcy cases* The bankruptcy discharge* Proofs of claim* Plans of reorganization* Litigation that can arise during bankruptcy* Creditor committees* Bankruptcy trustees* Avoidable preferences and fraudulent transfers* Special rights afforded to landlords and secured creditors | Cornell Jason |
| 7/22/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Guide to Partner Capital Account Reporting (Webinar) (26WS-0325)26WS-0325 | *How a partner's outside basis and capital account differ*Reconciling Schedule M-2 Form 1065 with Partnership K-1 Schedule L*IRS requirement to report partner tax basis on the transactional approach*Implications if a capital account is negative*Deficit restoration accounts and qualified income offsets*Modified outside basis method and modified previously taxed capital method*Determining a partner's beginning capital account*Beginning capital account for partnerships and partners consistently reporting on the tax basis*The two types of adjustments under 754 and how 743 and 734 require different capital account presentations | Tucker Michael J |
| 6/3/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Individual and Financial-Planning Tax Camp (Webinar) (26WS-1053)26WS-1053 | *Comprehensive coverage of the One Big Beautiful Tax Bill Act*Reading a tax return for developing client-specific tax strategies*Changes to the lifetime estate tax exemption considering proposed regulations*The net investment income tax: planning for compliance*Family income-splitting strategies that need to be considered*Income tax issues: impact on timing of other income*Selling a principal residence*Two principal residences at the same time*Use of life insurance to protect families: Whole Life Insurance, Term Life Insurance, Universal Life Insurance, and Variable Life Insurance*Using Roth IRAs and Roth contribution programs to best advantage*Conversions: do they still make sense?*Taking distributions: matching timing to client requirements*Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed*Social Security - the latest on the looming solvency crisis*Incentive Stock Options and Employee Stock Purchase Plan considerations*What to do about itemized deductions*Trans-generational planning: conversions, income, and gain-splitting*Tax benefits of HSAs and other tax-advantaged accounts*Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future*Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement*Best financial planning ideas for young people | Peters David R. |
| 9/2/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's A Guide to Nonqualified Deferred Compensation (Webinar) (26WS-1122)26WS-1122 | *The basics of nonqualified deferred compensation (NQDC)*NQDC compliance*Taxation of NQDC plans*Types of NQDC plans*Financing/funding NQDC plans*Planning strategies | |
| 9/11/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Engagement and Client Retention Best Practices (Webinar) (26WS-0341)26WS-0341 | *Managing client expectations*How automation improves client engagement*Understanding the role of feedback systems*Seeking referrals*Building client loyalty*Customer retention marketing*Expanding services offered to clients*Knowing when it is appropriate to enter new markets | Cornell Jason |
| 6/4/2026 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions and Selling Shares (Webinar) (26WS-0441)26WS-0441 | *Making an S corporation election and late filing relief*Disproportionate distributions*Selling S corporation shares*Redemption rules | Peters David R. |
| 6/15/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Preparing and Writing Findings in Yellow Book and Single Audits (Webinar) (26WS-1066)26WS-1066 | *The types of audit findings reported in Yellow Book and single audit engagements*The finding elements required by the GAO and OMB standards*Where audit findings get communicated in the reporting process | Blanton Charles |
| 9/3/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Data Analytics for Accountants and Financial Managers (Webinar) (26WS-1083)26WS-1083 | *Definition of data analytics and big data; challenges and goals; establishing an environment for success; governance; common uses of analytics and current examples*Behavioral forces that impact decisions; examples of inaccurate forecasts; identifying strategic measurements (KPIs); data sources*Statistical tools, including median, mode, moving average, ratio analysis, Pareto analysis, trend analysis, regression, z-score, and simulation*Software tools that are readily available and can assist in visually exploring data, expanding the scope of available data, as well as collecting, analyzing, and presenting results*Specific ideas for using data analytics for accountants and financial managers, including current examples and areas for further consideration*Lists of readings and next-level software for a participant's future reference | |
| 9/8/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Key Current Financial and Economic Issues Facing the Financial Executive (Webinar) (26WS-0888)26WS-0888 | *Taking a strategic perspective relative to risk management and crisis management*Reviewing the impact uncertainty and risk at the operational level relative to short- and intermediate-term decision making*Determining the safety and soundness of the financial plans for your organization in an uncertain economic climate specifically as it relates to capital adequacy and strategic direction*Managing the debt and equity mix for your organization in a rapidly changing economic landscape*Determining the impact that competing in a global marketplace has on an organization and how to take steps to become more competitive globally*Evaluating the impact of federal, state, and municipal deficits and unfunded mandates as it relates to tax planning*Evaluating retirement programs with Social Security funding for your employees*Determining the safety and soundness of your credit and collections processes and selection of customers in an uncertain environment*Influencing growth through acquisition of distressed organizations*The economic way ahead for the CFO/Controller | Ryan Francis X |
| 8/13/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Surgent's Leveraging AI for Data Analytics in Accounting (Webinar) (26WS-0240)26WS-0240 | *Transforming data analytics with AI*Understanding the impact of AI on data analytics processes*How AI enhances data accuracy, efficiency, and decision-making*AI tools and techniques for data analysis*Overview of AI-powered data analytics tools*Techniques for improving data analysis accuracy and efficiency with AI*Integrating AI into existing data analytics workflows*Case studies on AI implementations for data analytics*Success stories of AI-driven data analytics in accounting*Challenges and lessons learned from AI integration*Measuring the ROI of AI in data analytics*Developing AI-powered data analytics skills*Hands-on lab sessions using AI tools (e.g., ChatGPT, Excel)*Practical exercises in filtering, sorting, summarizing, and visualizing data*Applying AI insights to optimize data-driven decision making in accounting | Ng Cory |
| 5/20/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Reasonable Suspicion (Webinar) (26WS-0990)26WS-0990 | *The psychosocial, physiological, and behavioral aspects of drug and alcohol abuse in the workplace*The impact of drug and alcohol abuse on workplace safety*The possible connection between performance issues and drug or alcohol abuse*The role of documentation in reasonable suspicion testing*Confidentiality concerns in the testing process | McAndrew Amy |
| 8/26/2026 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Surgent's Taking Advantage of Installment Sales (Webinar) (26WS-1131)26WS-1131 | *How does the IRC define an installment sale under IRC section 453?*When can a taxpayer utilize the provisions of IRC section 453?*When should a taxpayer utilize the provisions of an installment sale, and when should it be avoided?*How does the issue of a "dealer" vs. a "non-dealer" impact the use of the installment sale method?*Reporting an installment sale when related parties are involved*Calculating an installment sale*How has the Tax Cuts and Jobs Act impacted the use of the installment sale method? | Peters David R. |
| 9/14/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Annual Update for Defined Contribution Plans (Webinar) (26WS-0796)26WS-0796 | *Common risks and pitfalls associated with defined contribution plans*Nuances of the fair value disclosures*New reporting and disclosure requirements for the current year*Results of DOL Audit Quality Study | Critcher Melissa G |
| 7/31/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's The CMA's Guide to Project Management (Webinar) (26WS-0838)26WS-0838 | *Establishing a system: identifying forces that support the status quo; setting milestones and goals; the role of the CMA*Necessary first steps: set a framework for the project's activities; identify needed resources; obtain support; decide on a structure; establish a team for a specific project; identify necessary team skill sets*Project evaluation: analytical tools, strategic evaluation; sources of risk*Maintaining focus: monitoring and measuring results; keeping to the project's scope*Avoiding frequent traps: sunk costs; financing pitfalls; project creep; tunnel vision; failure to integrate the team's work internally and/or the final project with the remaining organization*Introduction and examples of analytical tools throughout the session: mapping; CPM; Gantt charts; benchmarking; Pareto analysis; PESTLE analysis; valuation techniques; post-completion evaluations | |
| 8/6/2026 | 9 - 11 a.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| Surgent's Handbook for Mastering Basis, Distributions and Loss Limitation Issues for S Corporations, LLCs and Partnerships (Webinar) (26WS-0934)26WS-0934 | *Timely coverage of breaking tax legislation*Applicable coverage of any basis considerations within any recent tax legislation*Passthrough basis calculations required as attachments to certain individual returns*Executor's form for disclosing basis in certain distributed property; what about the basis of a property distribution from a trust?*How Section 179 limitations affect basis and how tax-benefit rule is applied*Basis implications of personal assets converted to business use*How to calculate basis of inherited qualified and joint tenancy property*Tax basis capital account reporting requirements*S corporations: Beware of final IRS regulations regarding "open debt"; determine how to calculate basis; worksheets are included; understand the effect of stock basis and debt basis and IRS's recent focus on "at-risk basis" for shareholders; recognize how AAA applies or doesn't apply to S corporations; learn to apply the complex basis ordering rules and special elections that can have a big tax result; discuss loss limitation rules in depth; when you can have a taxable dividend in an S corporation; understand distributions of cash and property; understand the post-termination transition rules, and temporary post-termination rules for eligible corporations, which will be important for S corps returning to C corps*LLCs and partnerships: Learn the detailed rules of Section 704 for preventing the shifting of tax consequences among partners or members; learn to calculate basis under Section 704 & for "at-risk" under Section 465; recognize how recourse, nonrecourse, and qualified nonrecourse debt can create significantly different tax results; learn the difference between basis and "at-risk basis"; review Section 754 step-up in basis rules; the economic effect equivalence test or "dumb-but-lucky" rule; learn to apply the complex rules of distribution of cash vs. property, and the basis treatment of charitable contributions and foreign taxes paid | Frost Michael |
| 8/19/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (26WS-0590)26WS-0590 | *Discussion of key individual provisions of the One Big Beautiful Bill Act, such as TCJA provisions made permanent, new tip income deduction, new overtime pay deduction, Trump accounts, and the expanded SALT cap*Comprehensive coverage of business provisions of the One Big Beautiful Bill Act, including but not limited to:*Bonus Depreciation made permanent*Increased Section 179 deduction*Changes toSection 174 R&E Expenditures*Changes to Section 163(j)*Form 1099/1099-K changes*Qualified Small Business Stock Exclusion*Excess Business Loss Limitation *Section 1244 Small Business Stock and Section 1202 Qualified Small Business Stock treatment and applicability*Principles and considerations for nonresident withholding, composite payments, and passthrough entity taxes*Partnership Distributions, Form 7217, and S Corporation Redemptions*Thinking beyondSection 163(j) -- Interest Allocation Rules, Original Issue Discount, Applicable High Yield Discount Obligations, Convertible Corporate Debt Instruments, and Debt-Financed Distributions*Timely coverage of breaking tax legislation*Selected Practice and Reporting Issues: What's new?*A review of recent cases and tax law changes and IRS guidance affecting S corporations, partnerships, limited liability companies, and limited liability partnerships*Decentralized Autonomous Organizations (DAOs) | Peters David R. |
| 7/2/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Excel: Mastering PivotTables (Webinar) (26WS-0947)26WS-0947 | *Explore PivotTable capabilities and functionality*Retrieve data from a database and feed it into the PivotTable*Pull web tables from web pages into Excel | Lenning Jeff |
| 8/20/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's A Complete Guide to the Yellow Book (Webinar) (26WS-0339)26WS-0339 | *Circumstances requiring auditors to follow the Yellow Book (Government Auditing Standards or GAGAS)*Relationship of Yellow Book requirements to GAAS and single audit requirements*Auditor qualifications under the Yellow Book: independence, CPE, peer review, and related requirements*The Yellow Book requirements related to the performance of and reporting on a financial audit*Identifying and reporting findings under the Yellow Book*The Yellow Book requirements related to attestation engagements (examinations, reviews, and agreed-upon procedures) and performance audits | Blanton Charles |
| 6/4/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Guide to the AICPA Quality Management Standards (Webinar) (26WS-0732)26WS-0732 | *Quality management standards*SAS 146, SSARS No. 26, and SSAE 23*Risk assessment, which forms the basis of the SQM*Monitoring and evaluating the SQM | |
| 7/23/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Artificial Intelligence for Accounting and Finance Professionals (Webinar) (26WS-0557)26WS-0557 | *What artificial intelligence is and how it differs from automation*Current AI technologies: generative AI, large language models (LLMs), and machine learning*How AI enhances accounting financial analysis, auditing, tax compliance, and client advisory services*Risks and limitations of AI: bias, data integrity, and over-reliance on automation*Data governance, security, and privacy in AI-enabled systems*Case studies of how accounting firms and finance teams are implementing AI today*Future skills for accounting and finance professionals in an AI-driven environment | Cornell Jason |
| 6/29/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Unique Tax Attributes of Different Entity Types (Webinar) (26WS-0556)26WS-0556 | *Considerations for a small business owner*Self-employment taxes*Guaranteed payments to partners*QBI deductions: Section 199A*Built-in gains tax: S corporations*Excess passive income tax: S corporations*PTE elections: S corporations and partnerships*Taxation of fringe benefits: S corporations*Double taxation of C corporation dividends*Taxation of limited liability companies*Which entity to choose? | Peters David R. |
| 6/29/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (26WS-0517)26WS-0517 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services*Sample comprehensive engagement work programs for preparation, compilation and review engagements*Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations*Other communication requirements, such as sample engagement letters and management representation letters | Levine Kenneth L. |
| 6/24/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Excel: Mastering PivotTables (Webinar) (26WS-1028)26WS-1028 | *Explore PivotTable capabilities and functionality*Retrieve data from a database and feed it into the PivotTable*Pull web tables from web pages into Excel | Lenning Jeff |
| 8/31/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's You've Got This: An Introduction to Yellow Book and Single Audits (Webinar) (26WS-0445)26WS-0445 | *What's included (and excluded) in a Yellow Book audit*Key qualification, performance, and reporting standards under the Yellow Book*How single audits differ from financial statement audits, plus core concepts like the SEFA, major program determination, and findings reporting*Fundamentals of testing internal controls over compliance and performing compliance testing | Blanton Charles |
| 6/15/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Integrated Planning, Forecasting and Budgeting for Organizational Success (Webinar) (26WS-0825)26WS-0825 | *The keys that develop a plan into an actionable document*The major difference between planning and budgeting*Strategic planning*The business plan*The people plan*The marketing plan*Capital and technology plans | Pulis Arthur |
| 8/5/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments (Webinar) (26WS-0691)26WS-0691 | *Audit requirements for ERISA Section 103(a)(3)(C) audits*An annual update of the changes affecting 401(k) plans*Compliance issues associated with eligibility and enrollments, remittances, lack of oversight, compensation, vesting, and other topics*Best practices for engagement planning, internal controls, risk assessment, and detailed testing*Avoiding common mistakes while performing audit procedures*Plan mergers and acquisitions*Common audit reporting and disclosure issues | Critcher Melissa G |
| 7/17/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New K2's Automation: Beyond the Basics With the Microsoft Power Platform (Webinar) (26SR-P022)26SR-P022 | *Explanation and demonstration of the use of a wide range of automation tools with a focus on "low-code/no-code."
*Practical examples of real-world applications for Power Platform tools - such as Power Apps and Power Automate, as well as integration into Microsoft Fabric and other solutions.
*Challenges and risks of automating business processes. | McClelland Lawrence A. |
| 10/8/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| K2's Creating Powerful and Effective Presentations With PowerPoint (Webinar) (26SR-P004)26SR-P004 | *Story driven frameworks for effective business presentations.
*Core PowerPoint tools for structured communication.
*Master slides and layout consistency.
*Microsoft 365 and AI features that improve presentation efficiency. | Yoss Stephen M |
| 5/19/2026 | 9 a.m. - 12 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| New K2's The DIY Automation Revolution: Building Finance Solutions Without Code (Webinar) (26SR-P015)26SR-P015 | *Building automation solutions outside traditional IT roadblocks.*The iPaaS landscape including n8n, Zapier and Power Automate.*Understanding agentic AI concepts such as RAG and MCP.*Designing error aware workflows for long term reliability | Yoss Stephen M |
| 9/15/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Small Business Accounting Solutions (Webinar) (26SR-P047)26SR-P047 | *Overview of leading small business accounting solutions.*Strengths and limitations of critical accounting platforms.*Effective add ons and integration options.*Implementation strategies for small business accounting systems. | Stephens Tommy G |
| 12/22/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New K2's What's New With QuickBooks (Webinar) (26SR-P031)26SR-P031 | *New and enhanced features across the QuickBooks platforms.*Licensing and pricing considerations.*Transitioning from QuickBooks Desktop to QuickBooks Online.*Competitive pressures and alternatives in the small business accounting market. | Yoss Stephen M |
| 11/19/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New K2's Building Bulletproof Spreadsheets: When Accuracy Is Everything (Webinar) (26SR-P036)26SR-P036 | *Advanced data validation for complex business rules.
*Error resistant templates for financial workflows.
*Spreadsheet design principles that reduce downstream errors.
*Protection strategies that safeguard formulas and user inputs. | Yoss Stephen M |
| 12/7/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New K2's Collaboration Tools and Best Practices (Webinar) (26SR-P046)26SR-P046 | *Best practices to facilitate collaboration.
*Lead collaboration technology providers and tools.
*Why collaboration sometimes fails.
*Best practices to facilitate collaboration. | Stephens Tommy G |
| 12/22/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Formatting Excel Spreadsheets the Right Way (Webinar) (26SR-P011)26SR-P011 | *The advantages of storing formats in templates.*The Accounting Format and why you should use it.*How to Create Custom Formats.*Formatting dates for maximum impact.*The advantages of storing formats in templates. | McClelland Lawrence A. |
| 6/10/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New K2's Efficient Automation Solutions Using QuickBooks Online Advanced (Webinar) (26SR-P029)26SR-P029 | *QuickBooks Online Advanced workflow automation features.
*Automated reporting and scheduling capabilities.
*Integration platforms and business process automation.
*Custom workflow design and implementation. | Yoss Stephen M |
| 11/3/2026 | 12:30 - 3:30 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| K2's Fraud in Today's Workplace: What Accountants Need to Know (Webinar) (26SR-P005)26SR-P005 | *Major categories of occupational fraud.*Fraud risks by industry, company type and geographic location.*Key findings from the ACFE Report to the Nations.*Fraud detection methods and strategies for mitigating risk. | Yoss Stephen M |
| 5/19/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Mastering Advanced Excel Functions (Webinar) (26SR-P034)26SR-P034 | *Best practices for constructing formulas in Excel workbooks.
*New functions and advanced features in Excel including XLOOKUP and Dynamic Arrays.
*Legacy tools and functions such as AGGREGATE, VLOOKUP, HLOOKUP, INDEX and MATCH.
*Projections and forecasts in Excel. | McClelland Lawrence A. |
| 11/24/2026 | 11:30 a.m. - 3:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New K2's Hot Tech Tools and Services for Financial Professionals (Webinar) (26SR-P009)26SR-P009 | *High value mobile, desktop and cloud productivity tools.*iPaaS solutions for connecting workflows and automating tasks.*Security best practices including passkeys and encrypted communication.*Open source applications and home automation integration.*Foundational concepts for agentic AI and automation. | Yoss Stephen M |
| 6/2/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Excel Best Practices and Features (Webinar) (26SR-P021)26SR-P021 | *New functions and features in Excel.
*Improving Excel security.
*What to look for in Excel 2024.
*Integrating Excel data with other applications. | McClelland Lawrence A. |
| 10/7/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New K2's Eight Awesome PivotTable Features (Webinar) (26SR-P017)26SR-P017 | *Creative ways to filter PivotTables.
*Linking accounting software data into PivotTables.
*Using PivotTables to consolidate "standard" Excel reports.
*Creative ways to filter PivotTables.
*Linking accounting software data into PivotTables. | Stephens Tommy G |
| 9/17/2026 | 11:30 a.m. - 3:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| K2's Next Generation Excel Reporting (Webinar) (26SR-P044)26SR-P044 | *Using leading edge Excel features to improve reporting practices.*Working with Power Query to solve common reporting challenges.*Managing and summarizing data with Data Models and PivotTables.*Adding Slicers, Timelines and KPIs to Excel based reports. | McClelland Lawrence A. |
| 12/17/2026 | 11:30 a.m. - 7:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's Excel Formulas Accountants and Financial Professionals Need to Know (Webinar) (26SR-P019)26SR-P019 | *Modern lookups, including moving beyond VLOOKUP to XLOOKUP.*Essential formulas every accounting and finance professional should know.*Power Query integration for feeding formulas clean, consistent data. | Yoss Stephen M |
| 9/29/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's Hands-On With QuickBooks Online Accountant (QBOA) for Public Accounting (Webinar) (26SR-P043)26SR-P043 | *Accountant centric features including the toolbox, reporting and firm project management.*How QBOA is used within an organization.*Methods for implementing QBOA with firms and clients.*Managing users, permissions and client access in QBOA.*Utilizing QBO effectively across your firm team. | Yoss Stephen M |
| 12/15/2026 | 1:30 - 4:30 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| K2's Excel Functionality That Every Accountant Should Know (Webinar) (26SR-P010)26SR-P010 | *Power Query and how this tool can revolutionize your workflow.*Tables and how they improve virtually every operation in Excel.*Essential Excel functions and features that every financial professional should know how to use. | Yoss Stephen M |
| 6/2/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New K2's Turbo Charging Productivity With Artificial Intelligence and Automation (Webinar) (26SR-P018)26SR-P018 | *AI applications in accounting and finance.*AI features embedded in commonly used tools.*Using AI to identify fraud and transaction anomalies.*The future impact of AI on the accounting profession. | Yoss Stephen M |
| 9/28/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New K2's The New World of Expense Management: Smart Cards, Real-Time Tracking (Webinar) (26SR-P012)26SR-P012 | *Modern expense capture using mobile apps and OCR technology.*Expense and bill‑pay tools such as Dext, Bill.com and integrated accounting solutions.*Integrating expense management tools with accounting systems.*Approval workflows, virtual cards and internal control considerations. | Yoss Stephen M |
| 6/16/2026 | 11:30 a.m. - 2:30 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| K2's Advanced Topics in Power BI (Webinar) (26SR-P045)26SR-P045 | *Publishing reports and dashboards using Apps and Content Packs.
*Adding and managing key performance indicators.
*Managing security and access controls in Power BI.
*Sharing reports effectively across teams. | McClelland Lawrence A. |
| 12/21/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Excel Essentials for Staff Accountants (Webinar) (26SR-P007)26SR-P007 | *Best practices for creating and working with Excel workbooks.*Using Excel functions effectively in formulas.*The importance of PivotTables in modern reporting environments.*Best practices for formatting Excel workbooks. | McClelland Lawrence A. |
| 5/27/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| The K2 Team's Top Tech Productivity Tips and Tricks (Webinar) (26SR-P020)26SR-P020 | *Microsoft 365 optimization using shortcuts and high efficiency techniques in Excel, Outlook and Teams.*Best practices for virtual collaboration and effective remote meetings.*Using templates and forms to streamline workflows and reduce manual data entry.*Identifying and avoiding common technology traps that slow productivity.*Time saving strategies for managing communication and collaboration tools. | Johnston Randolph P |
| 9/30/2026 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| K2's Excel's Best New Features (Webinar) (26SR-P033)26SR-P033 | *New collaboration and commenting options in Excel.
*Learn how to work with Dynamic Arrays.
*Improvements to Power Query and why they matter to you.
*New collaboration and commenting options in Excel. | McClelland Lawrence A. |
| 11/24/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| K2's Accessing Your Company's Data With Power Query and Power BI (Webinar) (26SR-P006)26SR-P006 | *Utilizing Power Query to access data from the web, spreadsheets, folders and databases.
*Using Power Query to perform various transformations to clean up data before importing it to Power BI or Excel.
*Producing various reporting documents from data delivered from Power Query. | McClelland Lawrence A. |
| 5/20/2026 | 9 a.m. - 12 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| New K2's Automation for Increasing Personal Efficiency and Effectiveness (Webinar) (26SR-P028)26SR-P028 | *Automation concepts and integration fundamentals.
*Automation within tools you already use every day.
*Integration platform as a service tools for email, calendars and documents.
*Intelligent virtual assistants for home and work automation. | Yoss Stephen M |
| 11/3/2026 | 9 a.m. - 12 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| New K2's QuickBooks Online for Accountants (Webinar) (26SR-P040)26SR-P040 | *QuickBooks Desktop and Online new features.
*Best practices for setting up companies.
*QuickBooks based environments internal controls.
*Financial and operational reporting improvements.
*Workflow management, fixed asset tracking and enhanced reporting. | McClelland Lawrence A. |
| 12/10/2026 | 11:30 a.m. - 7:30 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| K2's Harnessing ChatGPT: Unlocking Professional Efficiency (Webinar) (26SR-P035)26SR-P035 | *Improving efficiency for everyday accounting and financial tasks.*Prompt engineering techniques for accounting focused use cases.*Using ChatGPT for research, writing and analysis.*Plugins for document processing and online research.*The capabilities and limitations of ChatGPT in accounting. | Yoss Stephen M |
| 12/2/2026 | 2 - 6 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New K2's Connect, Transform and Analyze Data Like a Pro With Power Query (Webinar) (26SR-P023)26SR-P023 | *Optimizing data analysis with Power Query in Excel and Power BI.
*Streamlining data connections across multiple sources.
*Custom column creation and data transformation strategies. | Yoss Stephen M |
| 10/12/2026 | 11:30 a.m. - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New K2's Essential Data Backup Strategies (Webinar) (26SR-P027)26SR-P027 | *Backup fundamentals and terminology.
*Local, cloud and hybrid backup solutions.
*Backup retention, recovery and testing strategies.
* Cybersecurity policy creation for regulatory compliance.
*Protecting backups from ransomware and unauthorized access.
*Business continuity considerations related to data protection. | Yoss Stephen M |
| 11/2/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's QuickBooks Online Reporting: Beyond the Basics (Webinar) (26SR-P041)26SR-P041 | *Advanced customization of standard QuickBooks Online reports.*Automated reporting solutions in QuickBooks Online.*Integrating QuickBooks data with Excel using Spreadsheet Sync.*Using dashboards and performance tools for management reporting. | Yoss Stephen M |
| 12/14/2026 | 9 a.m. - 12 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| New K2's Your Firm's Personal AI: Custom Copilots and GPTs That Know Your Business (Webinar) (26SR-P024)26SR-P024 | *Navigating custom AI tools and APIs for small firms.*Using Retrieval‑Augmented Generation (RAG) and Model Context Protocol (MCP) to connect firm data.*Moving beyond generic prompts to achieve targeted AI outcomes.*Evaluating privacy considerations from hosted GPTs to self‑hosted models. | Yoss Stephen M |
| 10/19/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Ethics and Technology (Webinar) (26SR-P014)26SR-P014 | *Differences between ethics, morals and laws.
*Key technology issues that can impact ethical behavior in business.
*Ethical conflicts created by modern technologies.
*Privacy, security and digital tools to shape ethical decision making. | McClelland Lawrence A. |
| 7/8/2026 | 2 - 6 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| New K2's Supercharging Your Spreadsheet Collaboration (Webinar) (26SR-P038)26SR-P038 | *Collaboration features available in Excel and Microsoft 365.*Comparing Notes versus threaded Comments in shared spreadsheets.*Using Inquire to analyze and compare Excel files.*Implementing version control and cloud based file management. | McClelland Lawrence A. |
| 12/9/2026 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| K2's Ripped From the Headlines: Lessons From Interesting Tech Crimes (Webinar) (26SR-P039)26SR-P039 | *Technology-related control failures highlighted in recent headlines.*Common security weaknesses in home and office technology environments.*Malware, ransomware and data breach risks.*Internal control failures that lead to theft or unauthorized data manipulation. | McClelland Lawrence A. |
| 12/10/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New K2's Data Security and Privacy Issues and Solutions (Webinar) (26SR-P037)26SR-P037 | *Understanding the differences between data security and data privacy.
*Types of security and privacy breaches.
*Internal control best practices to use to mitigate security and privacy risks. | McClelland Lawrence A. |
| 12/9/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New K2's Database Basics for Financial Professionals (Webinar) (26SR-P042)26SR-P042 | *Core database concepts and components.
*Database platforms including MySQL, Microsoft SQL, Postgres and Oracle.
*Creating and working with tables databases.
*Overview of structured query language (SQL) fundamentals.
*Querying databases for reporting and analysis.
*Using Power Query to access and transform database data. | Yoss Stephen M |
| 12/14/2026 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's Top PDF Features You Should Know (Webinar) (26SR-P026)26SR-P026 | *Best practices for creating, editing and managing PDF documents.*Securing PDF files and controlling access.*Working with PDF forms, markups and annotations.*Integrating PDFs with Word, Excel and other applications. | Yoss Stephen M |
| 11/2/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| K2's Improving Productivity With Microsoft 365/Office 365 Cloud Applications (Webinar) (26SR-P032)26SR-P032 | *Understanding the Cloud-based options available in a Microsoft 365/Office 365 environment.
*How to use tools such as Teams, Planner and Power Automate.
*Storing data in SharePoint Online and OneDrive for Business. | McClelland Lawrence A. |
| 11/23/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| K2's Excel Best Practices (Webinar) (26SR-P013)26SR-P013 | *Excel's Table feature as a foundational component of spreadsheets.
* Effective reporting techniques in Excel.
*Methods for consolidating data.
*Various Excel features, such as Go To Special, to solve specific spreadsheet issues.
*Collaboration options and best practices in Excel.
*Advantages of working with Defined Names in Excel.
*Audit and error check workbooks using Excel auditing features, including Trace Precedents, Trace Dependents and Formula Auditing. | McClelland Lawrence A. |
| 6/30/2026 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| K2's Advanced Excel (Webinar) (26SR-P008)26SR-P008 | *Collaboration tools and workbook security.
*Tables, structured references and the Data Model.
*Power Query and external data integration.
*Advanced formulas and formula auditing.
*Advanced data analysis tools including PivotTables, slicers and filtering.
*Visualization techniques for reporting and storytelling. | McClelland Lawrence A. |
| 5/28/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| New K2's Saving Time With Electronic Forms (Webinar) (26SR-P016)26SR-P016 | *Comparing capabilities and costs of popular forms and data collection tools.*Benefits and risks of various approaches to electronic forms.*Using conditional logic to control form questions and responses.*Integrating form data into reporting and workflow processes. | Stephens Tommy G |
| 9/17/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New K2's Excel Accounting Tools: Most Useful Formulas and Pivot Tables (Webinar) (26SR-P025)26SR-P025 | * Excel formula solutions for daily accounting tasks.
*Lookup functions and dynamic array concepts.
*PivotTables for advanced financial reporting.
*Excel productivity tools for financial analysis. | Yoss Stephen M |
| 10/20/2026 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's Technology for CPAs: Don't Get Left Behind (Webinar) (26SR-P030)26SR-P030 | *Emerging technologies all business professionals should understand.*Considerations associated with upgrading to newer versions of Windows.*Practical options for protecting data and maintaining privacy.*New features in commonly used applications such as Excel and Adobe Acrobat DC. | Yoss Stephen M |
| 11/18/2026 | 11:30 a.m. - 7:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| New Savvy College Planning: An Inside Look at Qualifying for Financial Aid (Webinar) (26FR-WM05)26FR-WM05 | *5 primary sources of financial aid.
*7 ways to maximize the amount of aid received.
*How a client's financial situation should shape their aid approach.
*4 biggest influencers of aid awarded.
*The best way for grandparents to help out without jeopardizing need-based aid.
*Where to find notoriously obscure local scholarships. | Heagren Douglas |
| 8/5/2026 | 12 - 12:50 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Turning Compliance Into Relationship Touchpoints in the Age of AI (Sponsored Webinar) (26FR-WX01)26FR-WX01 | *The delivery stage of Form 1040 returns as a compliance-critical step, not just a workflow endpoint.
*IRS requirements for filing readiness, including taxpayer authorization (Form 8879), documentation and record retention.
*Common failure points and delays between return completion, client approval and filing.
*The distinction between operational inefficiencies and compliance-related risks in the finalization stage.
*A structured, step-by-step process to move returns from prepared to filing-ready.
*Best practices for managing client approvals, authorizations and documentation consistently.
*How technology enables secure communication, e-signatures, status tracking and audit-ready workflows.
*Practical scenarios illustrating real-world challenges and solutions in return delivery and filing readiness. | Iliev Petar |
| 5/27/2026 | 12 - 12:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Surgent's 2025 Tax Update (Self-Study) (26SS-0001)26SS-0001 | *Timely coverage of breaking tax legislation.*Comprehensive coverage of individual provisions of the One Big Beautiful Bill Act, including but not limited to:-TCJA provisions made permanent.-New tip income deduction.-New overtime pay deduction.-New car loan interest deduction.-New temporary senior deduction.-Expanded SALT cap.-Trump Accounts.*Comprehensive coverage of business provisions of the One Big Beautiful Bill Act, including but not limited to:-Bonus depreciation made permanent.-Increased Section 179 deduction.-Changes to Section 174 R&E expenditures.-Changes to Section 163(j).-Form 1099/1099-K changes.*Qualified Small Business Stock Exclusion*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas. | |
| Self-Study | | Downloadable PDF | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's A Complete Guide to Offers in Compromise (Self-Study) (26SS-0002)26SS-0002 | *Legislative history.*American Jobs Creation Act of 2004 and changes to IRC Section 6159.*Comprehensive coverage of the three main types of OIC.*Doubts as to collectability (DATC).*Doubts as to liability (DATL).*Effective tax administration (ETA).*Hybrid of DATC.*Detailed walk-through of the process and key terms.*Practical solutions and success rates.*Various scams. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's A Complete Guide to the Yellow Book (Self-Study) (26SS-0003)26SS-0003 | *When is the auditor required to follow the Yellow Book (aka Government Auditing Standards or GAGAS)?.*How the Yellow Book requirements relate to generally accepted auditing standards and the single audit requirements.*The different types of Yellow Book audit and attestation engagements that auditors may be called upon to perform.*The Yellow Book standards related to the qualifications of the auditor (i.e., requirements related to independence, CPE, peer review, and more).*The Yellow Book requirements related to the performance of and reporting on a financial audit.*The Yellow Book requirements related to attestation engagements (i.e., examinations, reviews, and agreed-upon procedures engagements) and performance audits. | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's A Complete Guide to the Yellow Book (Self-Study) (26SS-0004)26SS-0004 | *Circumstances requiring auditors to follow the Yellow Book (Government Auditing Standards or GAGAS).*Relationship of Yellow Book requirements to GAAS and single audit requirements.*Auditor qualifications under the Yellow Book: independence, CPE, peer review, and related requirements.*The Yellow Book requirements related to the performance of and reporting on a financial audit.*Identifying and reporting findings under the Yellow Book.*The Yellow Book requirements related to attestation engagements (examinations, reviews, and agreed-upon procedures) and performance audits. | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's A Complete Tax Guide to Exit Planning (Self-Study) (26SS-0005)26SS-0005 | *Gain exclusion and tax-free reorganization planning.*Gain exclusion with sales of C Corporation stock - Section 1202.*Deferral of gain with installment reporting.*Gain planning with partnerships.*Basis planning - basis step-up at death, gifts of interests to family.*Restructuring the business entity - C vs. S Corporation, partnerships, LLCs.*Real estate planning - retention vs sales, like-kind exchanges.*Employee stock ownership plans - special tax incentives.*Employee benefit planning with ownership change.*Taxes other than the federal income tax - state tax, estate, gift and generation-skipping taxes, and property taxes.*Prospects for tax law change. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's A Discussion: The Threat and Opportunity to Accounting Posed by Generative AI and Other Emerging Technologies (Self-Study) (26SS-0006)26SS-0006 | *Generative artificial intelligence (AI).*Threats and opportunities posed by emerging technologies in accounting.*Audit and assurance in a technology-heavy environment. | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's A Guide to Auditing Common Investments (Self-Study) (26SS-0007)26SS-0007 | *Overview of common investment types.*Typical audit risks and related audit procedures.*Alternative Investments.*Fair value disclosure, including applying the fair value hierarchy. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's A Guide to Gig Economy Tax Issues (Self-Study) (26SS-0008)26SS-0008 | *Characteristics of a gig economy.*Who is an employee and who is an independent contractor?*Form 1099-NEC and reporting of non-employee compensation.*Reporting on Form 1099-K.*Gig workers and the requirement to pay self-employment tax throughout the year.*State tax implications of remote work for the business owner and workers.*How remote work creates state tax nexus.*Tax implications of employee telecommuting for the employer.*The "convenience of the employer" rule.*Drivers of both people and of meals or other products.*Section 199A deduction.*Implications of the Vizcaino case. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's A Guide to Nonqualified Deferred Compensation (Self-Study) (26SS-0009)26SS-0009 | *The basics of nonqualified deferred compensation (NQDC).*NQDC compliance.*Taxation of NQDC plans.*Types of NQDC plans.*Financing/funding NQDC plans.*Planning strategies. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's A Practical Guide to Auditing Cash and Cash Equivalents (Self-Study) (26SS-0010)26SS-0010 | *Explain typical audit risks and special considerations related to cash and cash equivalents.*Identify the risk of fraud related to cash and cash equivalents.*Describe designing a detailed audit plan, linking assessed risk to planned procedures.*Techniques used to perform the audit procedures associated with auditing cash and cash equivalents.*Obtaining evidence related to cash and cash equivalents.*Case study and test yourself questions related to auditing cash and cash equivalents. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Accounting and Auditing Credit Losses Under ASC 326 (Self-Study) (26SS-0011)26SS-0011 | *Scope and overview of ASC 326.*Applying ASC 326 and the CECL model.*Transitioning to ASC 326.*Presentation and disclosure requirements of ASC 326.*Auditing accounting estimates.*Key changes to auditing estimates due to the issuance of ASC 326. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Accounting and Auditing Revenue (Self-Study) (26SS-0012)26SS-0012 | *Topic 606, Revenue from Contracts with Customers, including recently issued ASUs impacting Topic 606.*The FASB's new five-step revenue recognition model, including hands-on examples and illustrations of the new guidance, including presentation and disclosure requirements.*Performing an effective risk assessment related to revenue.*Common internal controls and substantive audit procedures related to revenue. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Accounting Changes and Error Corrections: What Every CPA Needs to Know (Self-Study) (26SS-0013)26SS-0013 | *FASB ASC Topic No 250, Accounting Changes and Error Corrections.*Accounting changes and error corrections taking the shape of:-Changes in accounting principle.-Changes in accounting estimates.-Changes in reporting entity. | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Accounting for and Auditing Complex Investments (Self-Study) (26SS-0014)26SS-0014 | *The fair value measurement process.*Derivative and hedge accounting under ASC 815.*Accounting and auditing considerations related to the use of the equity method of accounting under ASC 323.*Accounting and auditing considerations related to investments in cryptocurrency and digital assets. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Accounting for and Auditing Inventory (Self-Study) (26SS-0015)26SS-0015 | *Elements of inventory cost and full-absorption costing.*Valuation methodologies, including LIFO, FIFO, weighted average, and specific identification.*Obsolescence reserves.*Retail inventory valuation basics.*Physical inventory observation approach refresher.*Accounting issues related to consigned inventory.*Risk associated with and steps performed in auditing of inventories. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Accounting for and Auditing Leases (Self-Study) (26SS-0016)26SS-0016 | *ASU No. 2016-02, Leases (Topic 842).*Overall lease accounting guidance for both lessees and lessors.*Detailed review of accounting by lessees.*Transition guidance.*Other operational issues.*Control and risk considerations related to auditing leases.*Common audit procedures related to auditing leases and the adoption of ASC 842. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Accounting for Guarantees (Self-Study) (26SS-0017)26SS-0017 | *Overview of the accounting related to guarantees.*Review of the reporting related to guarantees.*Examination of the disclosure requirements related to guarantees. | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Accounting for Litigation and Legal Contingencies (Self-Study) (26SS-0018)26SS-0018 | *Recognition and measurement of legal contigencies.*Impact from new information.*Events after the date of the financial statements.*Recognized subsequent events. | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Accounting for Software: Internal Use and External Sales (Self-Study) (26SS-0019)26SS-0019 | *The accounting, reporting, and disclosure requirements related to software.*Internal-use software arrangements.*Cloud and non-cloud based arrangements.*Software for resale.*Software sold to third parties.*ASC Topic 350-40.*ASC Topic 985-20. | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Accounting Hot Topics (Self-Study) (26SS-0020)26SS-0020 | *Technology trends and hot topics.*Fair value concepts.*Accounting for business combinations.*Asset impairment accounting. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Accounting Principle Changes: What Every CPA Needs to Know (Self-Study) (26SS-0021)26SS-0021 | *An overview of the accounting requirements with respect to accounting principle changes.*Accounting changes that can take the shape of changes in accounting principle, changes in accounting estimates, and changes in reporting entity.*The ASUs that have affected ASC topics over the last few years. | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Accounting, Audit and Attest Update for Practitioners With Small Business Clients (Self-Study) (26SS-0022)26SS-0022 | *Private company standard-setting activities.*Small and medium-sized business-related ASUs.*Post-Implementation Review (PIR) report for ASC 606.*FASB ASC 606, revenue from contracts with customers.*Special purpose frameworks - cash, modified cash, and tax basis.*Common small and medium-sized business financial statement errors and deficiencies.*New and upcoming SSARS, SAS, and SSAE standards.*SAS 145.*AICPA Quality Management Standards (SQMS 1, SQMS 2, and SQMS 3). | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Achieving High Levels of Compliance and Customer Service in Your Organization (Self-Study) (26SS-0023)26SS-0023 | *Why customer service is not just having nice people; it is truly serving the customer.*Analysis of the value of the customer to compare it to various costs creating an ROI.*How to develop a compliance program that adds value to the customer.*A hard look at several companies and industries that have mastered the dual objectives.*How recent developments have affected compliance and customer service. | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Achieving High Levels of Compliance and Customer Service in Your Organization (Self-Study) (26SS-0024)26SS-0024 | *Why customer service is not just having nice people; it is truly serving the customer.*Analysis of the value of the customer to compare it to various costs creating an ROI.*How to develop a compliance program that adds value to the customer.*A hard look at several companies and industries that have mastered the dual objectives.*How recent developments have affected compliance and customer service. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Adapting to OBBBA Changes: A Strategic Review (Self-Study) (26SS-0025)26SS-0025 | *Business losses.*The SALT cap.*Implementing Section 1202 changes.*Form 1099 reporting changes.*Business meals.*Health care-related issues.*Family and medical leave.*Other crucial OBBBA provisions. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Adapting to Today's Changing Accounting Landscape (Self-Study) (26SS-0026)26SS-0026 | *Evolving accounting landscape.*Data complexity in accounting and tax.*Value-added billing.*Artificial Intelligence.*Shifting client expectations.*Navigating regulatory uncertainty.*The impact of accountants on society.*Embracing change and innovation.*Pipeline challenges. | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments (Self-Study) (26SS-0027)26SS-0027 | *Audit requirements for ERISA Section 103(a)(3)(C) audits.*An annual update of the changes affecting 401(k) plans.*Compliance issues associated with eligibility and enrollments, remittances, lack of oversight, compensation, vesting, and other topics.*Best practices for engagement planning, internal controls, risk assessment, and detailed testing.*Avoiding common mistakes while performing audit procedures.*Plan mergers and acquisitions.*Common audit reporting and disclosure issues. | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments (Self-Study) (26SS-0028)26SS-0028 | *Audit requirements for ERISA Section 103(a)(3)(C) audits.*An annual update of the changes affecting 401(k) plans.*Compliance issues associated with eligibility and enrollments, remittances, lack of oversight, compensation, vesting, and other topics.*Best practices for engagement planning, internal controls, risk assessment, and detailed testing.*Avoiding common mistakes while performing audit procedures.*Plan mergers and acquisitions.*Common audit reporting and disclosure issues. | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Advanced Critical Tax Issues for Limited Liability Companies and Partnerships (Self-Study) (26SS-0029)26SS-0029 | *Applicable provisions of the One Big Beautiful Bill Act (OBBBA).*Single-member limited liability companies as an alternative to subsidiaries.*Cancellation of indebtedness rules and regulations.*How the IRS views members or partners for Social Security purposes.*Special problems when forming an LLC.*Debt issues and problems in structuring LLCs and LLPs, including loan guarantee issues, recourse and nonrecourse debt, the at-risk basis rules, and new regulations restricting bottom-dollar guarantees.*Distribution or a disguised sale? New regulations eliminate certain tax-deferred leveraged partnership transactions.*Death or retirement of a member or partner - understanding the alternatives.*Step-up in basis issues - how to make the computations and elections.*Property transactions between the LLC/LLP and its members or partners - what to do with built-in gain or loss property.*When are partnership losses deductible?*Material participation rules for LLC members and limited partners and how they affect passive loss issues.*Continuation and termination of an LLC/partnership in the context of a merger or acquisition.*Sales of an LLC interest - holding period and hot asset issues.*Impact of the tax on investment income on the sale of an interest in a partnership or LLC.*Repeal of the technical termination of partnership provision.*Impact of Soroban Capital Partners LP, 161 TC No.12.*NEW: The IRS removes recently finalized regulations identifying certain partnership basis shifting transactions as transactions of interest (see Chapter 2). | |
| Self-Study | | Downloadable PDF | 10 CPE (10 tech, 0 non-tech) | |
| Surgent's Advanced Critical Tax Issues for Limited Liability Companies and Partnerships (Self-Study) (26SS-0030)26SS-0030 | *Applicable provisions of the One Big Beautiful Bill Act (OBBBA).*Single-member limited liability companies as an alternative to subsidiaries.*Cancellation of indebtedness rules and regulations.*How the IRS views members or partners for Social Security purposes.*Special problems when forming an LLC.*Debt issues and problems in structuring LLCs and LLPs, including loan guarantee issues, recourse and nonrecourse debt, the at-risk basis rules, and new regulations restricting bottom-dollar guarantees.*Distribution or a disguised sale? New regulations eliminate certain tax-deferred leveraged partnership transactions.*Death or retirement of a member or partner - understanding the alternatives.*Step-up in basis issues - how to make the computations and elections.*Property transactions between the LLC/LLP and its members or partners - what to do with built-in gain or loss property.*When are partnership losses deductible?*Material participation rules for LLC members and limited partners and how they affect passive loss issues.*Continuation and termination of an LLC/partnership in the context of a merger or acquisition.*Sales of an LLC interest - holding period and hot asset issues.*Impact of the tax on investment income on the sale of an interest in a partnership or LLC.*Repeal of the technical termination of partnership provision.*Impact of Soroban Capital Partners LP, 161 TC No.12.*NEW: The IRS removes recently finalized regulations identifying certain partnership basis shifting transactions as transactions of interest (see Chapter 2). | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Advanced Critical Tax Issues for S Corporations (Self-Study) (26SS-0031)26SS-0031 | *Inclusion of OBBBA (One Big Beautiful Bill Act) provisions that are germane to this course.*Final regulations on "eligible terminated S Corporations" (ETSCs).*Cases, rulings, and tax law changes affecting S Corporations.*Compensation planning in S Corporations, including limitations in a family-controlled business; self-employment tax issues, including IRS efforts to address underreporing of S Corporation officer compensation.*Use of redemptions: still some advantages.*Planning for the liquidation of an S Corporation.*Tax issues for family ownership of S Corporation stock.*Impact of the tax on net investment income on sales of S Corporation stock.*Stock basis: Loss limitations, AAA, and distribution issues in depth.*Debt basis: what the regulations on back-to-back loans mean to investors.*Estate planning for S Corporation shareholders, including buy-sell agreements, QSubs, ESBTs, and uses of life insurance.*Built-in gains: the 5-year recognition period.*S Corporation structuring: one class of stock.*Methods of accounting.*Legislation on mortgage interest reporting, basis, statute of limitations, and tax return due dates.*New cases on revocation of S election in bankruptcy court and documentation of open account indebtedness and Chief Counsel Advice on carryover of losses for ESBTs. | |
| Self-Study | | Downloadable PDF | 10 CPE (10 tech, 0 non-tech) | |
| Surgent's Advanced Critical Tax Issues for S Corporations (Self-Study) (26SS-0032)26SS-0032 | *Inclusion of OBBBA (One Big Beautiful Bill Act) provisions that are germane to this course.*Final regulations on "eligible terminated S Corporations" (ETSCs).*Cases, rulings, and tax law changes affecting S Corporations.*Compensation planning in S Corporations, including limitations in a family-controlled business; self-employment tax issues, including IRS efforts to address underreporing of S Corporation officer compensation.*Use of redemptions: still some advantages.*Planning for the liquidation of an S Corporation.*Tax issues for family ownership of S Corporation stock.*Impact of the tax on net investment income on sales of S Corporation stock.*Stock basis: Loss limitations, AAA, and distribution issues in depth.*Debt basis: what the regulations on back-to-back loans mean to investors.*Estate planning for S Corporation shareholders, including buy-sell agreements, QSubs, ESBTs, and uses of life insurance.*Built-in gains: the 5-year recognition period.*S Corporation structuring: one class of stock.*Methods of accounting.*Legislation on mortgage interest reporting, basis, statute of limitations, and tax return due dates.*New cases on revocation of S election in bankruptcy court and documentation of open account indebtedness and Chief Counsel Advice on carryover of losses for ESBTs. | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Advanced Individual Income Tax Return Issues (Self-Study) (26SS-0033)26SS-0033 | *New issues for the current year tax return and Section 199A.*Installment sales -- understanding the complicated issues.*Form 8582: Passive losses with carryovers -- Complicated case with filled-in forms.*Puts, calls, straddling, and unusual investments -- Understanding the tax laws and reporting them correctly on the tax return.*Capital gain and loss issues -- The problem with proper reporting of installment sales issues; capital gains and losses; when is a stock worthless; and much more...*At-risk rules: What a return preparer really needs to know.*Passive loss issues -- You cannot just trust your software. What to watch out for and the questions you need your clients to answer in order to do it right!*Incentive and nonqualified stock options -- Reporting; key strategies for planning; dealing with the alternative minimum tax.*Alternative minimum tax -- Understanding it; planning strategies to avoid it; using the minimum tax credit; explaining it to a client.*Form 6251: Detailed calculation example. | |
| Self-Study | | Downloadable PDF | 12 CPE (12 tech, 0 non-tech) | |
| Surgent's Advanced Individual Income Tax Return Issues (Self-Study) (26SS-0034)26SS-0034 | *New issues for the current year tax return and Section 199A.*Installment sales -- understanding the complicated issues.*Form 8582: Passive losses with carryovers -- Complicated case with filled-in forms.*Puts, calls, straddling, and unusual investments -- Understanding the tax laws and reporting them correctly on the tax return.*Capital gain and loss issues -- The problem with proper reporting of installment sales issues; capital gains and losses; when is a stock worthless; and much more...*At-risk rules: What a return preparer really needs to know.*Passive loss issues -- You cannot just trust your software. What to watch out for and the questions you need your clients to answer in order to do it right!.*Incentive and nonqualified stock options -- Reporting; key strategies for planning; dealing with the alternative minimum tax.*Alternative minimum tax -- Understanding it; planning strategies to avoid it; using the minimum tax credit; explaining it to a client.*Form 6251: Detailed calculation example. | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Advanced Partnership/LLC Workshop: How to do Optional Step-Up in Basis Under Section 754 and Related Provisions (Self-Study) (26SS-0035)26SS-0035 | *Identifying when an election to adjust basis will be available.*Determining when the basis adjustment must be made or may be made without an election.*Learning how to make the calculations to determine a step-up and allocate that step-up among partnership assets.*Examining practical examples dealing with a sale of a partnership interest and the effects of Section 734(b).*Exploring the alternatives to electing a basis adjustment.*Understanding a distribution of property and when an inside basis adjustment can be considered.*Studying examples dealing with sale of assets vs. sale of partnership interests and issues with hot assets.*Finding out how to keep track of the "books" for tax preparers when the inside basis adjustment is made, and how to flow through adjustments through a tax return and K-1. | |
| Self-Study | | Downloadable PDF | 6 CPE (6 tech, 0 non-tech) | |
| Surgent's Advanced Trust Issues: A Roadmap for Success in an Increasingly Complex Area (Self-Study) (26SS-0036)26SS-0036 | *Key concepts of trusts, including recent trends; best practices; jurisdiction; and ways to avoid pitfalls.*Decanting.*Federal estate tax exemption and remaining relevance of trusts.*Irrevocable life insurance trusts.*The role of family dynamics.*Choice of trustee and other fiduciaries.*State trust-friendly considerations.*Charitable trusts.*Delaware Statutory Trusts.*Powers of attorney.*Pet Trusts - the emerging necessities.*State, county, and local issues.*Portability.*QTIP issues.*Creditor considerations.*Potential IRA problems.*Problems with re-titling assets. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Agentic AI Foundations for Finance and Accounting (Self-Study) (26SS-0037)26SS-0037 | *Evolution from RPA to agentic AI (PRAL cycle: perceive, reason, act, and learn).*Use cases in financial reporting and decision support.*Platform overview: simulating agents with ChatGPT; enterprise examples from IBM watsonx, Microsoft Copilot, and UiPath.*Global regulation: EU AI Act, U.S. Executive Order, AICPA Code of Conduct.*Ethical considerations and professional skepticism in autonomous systems. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's AI and Data Ethics in Accounting (Self-Study) (26SS-0038)26SS-0038 | *Fundamental principles of AI and data ethics.*Importance of ethics in AI adoption.*Relevance of data ethics in accounting practices.*Frameworks for ethical AI implementation.*Ethical implications of AI in auditing and accounting.*Maintaining independence and objectivity.*Ensuring professional skepticism with AI tools.*Addressing ethical dilemmas in AI-driven audits.*Algorithmic bias and fairness in AI systems.*Identifying and understanding algorithmic bias.*Strategies to ensure fairness in AI models.*Case studies on bias and fairness issues in accounting.*Regulatory requirements and guidelines.*Overview of national and international regulations (e.g., GDPR, HIPAA).*Compliance with ethical standards in AI use.*Emerging guidelines from accounting bodies on AI ethics.*Strategies for ethical AI use in accounting.*Implementing ethical AI frameworks and tools.*Promoting transparency, accountability, and fairness.*Developing a culture of ethics in AI-enhanced accounting practices. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's AICPA Update (Self-Study) (26SS-0039)26SS-0039 | *New SAS Nos. 142-145.*AICPA Code of Professional Conduct Updates. | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Anatomy of a Ransomware Event and Incident Response (Self-Study) (26SS-0040)26SS-0040 | *What is ransomware?*The growing threat of ransomware -- statistics.*Remote working and COVID-19.*Ransomware infection process.*Incident response protocol.*Business considerations.*Legal considerations.*Breach notification obligations.*Steps to protect against malware.*Tabletop exercise. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Self-Study) (26SS-0041)26SS-0041 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda.*Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures.*Statement on Quality Management Standards: SQMS 1, SQMS 2, and SQMS 3.*Post-Implementation Review Report for revenue recognition under ASC 606 and best practices in applying ASC 606.*Fraud case studies.*Recently issued SASs and other AICPA activity.*Recently issued PCAOB standards and SEC rulemaking activities.*Other important A&A practice matters. | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Self-Study) (26SS-0042)26SS-0042 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda.*Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures.*Statement on Quality Management Standards: SQMS 1, SQMS 2, and SQMS 3.*Post-Implementation Review Report for revenue recognition under ASC 606 and best practices in applying ASC 606.*Fraud case studies.*Recently issued SASs and other AICPA activity.*Recently issued PCAOB standards and SEC rulemaking activities.*Other important A&A practice matters. | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Annual Accounting Update (Self-Study) (26SS-0043)26SS-0043 | *Private company standard setting activities.*FASB Accounting Standards Updates.*Revenue recognition.*Leases.*Credit losses. | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Annual Auditing Update (Self-Study) (26SS-0044)26SS-0044 | *AICPA hot topics and standard setting initiatives.*Discussion of new standard on audit evidence, SAS 142, effective for years ended December 31, 2022.*Discussion of new standards on auditing accounting estimates, use of specialists, and the risk assessment process, SASs 143-145, effective for years ended December 31, 2023.*Recent updates to the AICPA's Code of Professional Conduct.*Recently issued or proposed updates to other AICPA professional guidance. | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Annual FASB Update and Review (Self-Study) (26SS-0045)26SS-0045 | *Private company standard setting activities.*Recent FASB Accounting Standards Updates (ASUs).*Topic 842, Leases.*ASC 326: CECL. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Annual FASB Update and Review (Self-Study) (26SS-0046)26SS-0046 | *Private company standard setting activities.*Recent FASB Accounting Standards Updates (ASUs), including those addressing crypto assets (i.e., cryptocurrency).*Non-GAAP financial measures.*ASC 606, Revenue from Contracts with Customers.*ASC 606 final PIR report findings. | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Annual Update for Defined Contribution Plans (Self-Study) (26SS-0047)26SS-0047 | *Common risks and pitfalls associated with defined contribution plans.*Nuances of the fair value disclosures.*New reporting and disclosure requirements for the current year.*Results of DOL Audit Quality Study. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Applying ASC 820: The Basics of Fair Value Accounting (Self-Study) (26SS-0048)26SS-0048 | *Applicability of the use of ASC 820.*The "exit price" approach.*Examples of market, cost, and income approaches to estimating fair value.*Use of Level 1, 2, and 3 inputs in determining fair value. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Applying the Yellow Book to a Financial Statement Audit (Self-Study) (26SS-0049)26SS-0049 | *Critical concepts related to applying the Yellow Book including when the standards are applicable; the types of engagements involved; and the relationship between the Yellow Book and other standards.*The Yellow Book standards related to ethics; independence; professional judgment; competence and CPE; quality management; and peer review.*The Yellow Book requirements related to performing and reporting on financial audits and how those requirements affect the audit in areas like internal control. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Applying the Yellow Book to a Financial Statement Audit (Self-Study) (26SS-0050)26SS-0050 | *Circumstances requiring auditors to follow the Yellow Book (Government Auditing Standards or GAGAS).*Relationship of Yellow Book requirements to GAAS and single audit requirements.*The Yellow Book requirements related to the performance of and reporting on a financial audit.*Identifying and reporting findings under the Yellow Book. | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Artificial Intelligence for Accounting and Finance Professionals (Self-Study) (26SS-0051)26SS-0051 | *What is artificial intelligence?*What are the different forms of artificial intelligence?*The difference between artificial intelligence and machine learning.*The types of problems artificial intelligence can solve.*The role of algorithms.*How artificial intelligence will affect accounting and finance careers.*Data governance, security, and privacy.*How accounting firms are using AI today.*The role of artificial intelligence in asset management. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's ASC 606 Insights: Contract Identification and Performance Obligations (Self-Study) (26SS-0052)26SS-0052 | *Types of performance obligations.*Bundled offerings.*Customizations.*Modifications to product specifications.*Requests for additional services.*Enforceability and payment terms. | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's ASC 606 Insights: Licensing Revenue and Financial Statement Disclosures (Self-Study) (26SS-0053)26SS-0053 | *Right to Use vs. Right to Access.*Functional IP.*Symbolic IP.*License Renewals.*Revenue Recognition Disclosures.*Information about Contracts with Customers.*Disaggregation of Revenue.*Transaction Price Allocated to the Remaining Performance Obligations.*Practices to Avoid. | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's ASC 606 Insights: Managing Variable Consideration and Modifications (Self-Study) (26SS-0054)26SS-0054 | *Modifications to product specifications.*Requests for additional services.*Alterations in delivery timelines.*Constraining estimates.*Different types of variable payments in contracts, including discounts, rebates, and bonuses. | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's ASC 606 Insights: Timing of Revenue Recognition and Principal vs. Agent Considerations (Self-Study) (26SS-0055)26SS-0055 | *Measuring Progress.*Output Methods.*Input Methods.*Factors Supporting Principal Conclusion.*Factors Supporting Agent Conclusion.*Mixed Conclusion (Both Principal and Agent). | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Audit Documentation Requirements (Self-Study) (26SS-0056)26SS-0056 | *Proper documentation as a means of audit quality.*Factors impacting the nature and extent of documentation.*Illustrative workpapers and exercises.*Use of practice aids and other mechanisms as means of audit documentation.*Checklist for self-review of workpapers. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Audit Quality and Peer Review Update (Self-Study) (26SS-0057)26SS-0057 | *AICPA's Enhancing Audit Quality initiative.*Feedback from peer reviews, including areas driving deficiencies in audit.*Elements of an effective risk assessment and how to link to audit procedures performed.*Understanding internal controls and making the decision whether or not to test them.*Best practices in documentation. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Audit Quality Update (Self-Study) (26SS-0058)26SS-0058 | *2017-2020 peer review results.*Common sources of peer review deficiencies.*AICPA Peer Review Program areas of focus for peer reviews. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Auditing 401(k) Plans: Critical Issues and Annual Update (Self-Study) (26SS-0059)26SS-0059 | *Key requirements of recently issued SASs.*Changes affecting 401(k) plans.*Audit strategy and improving overall efficiency.*Common mistakes as noted in peer reviews and DOL inspections. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Auditing Accounting Estimates (Self-Study) (26SS-0060)26SS-0060 | *Common accounting estimates.*Accounting guidance related to loss and gain contingencies.*Audit guidance related to auditing accounting estimates.*Overview of the requirements of SAS 143. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Auditing Accounts Payable, Accrued Expenses and Debt (Self-Study) (26SS-0061)26SS-0061 | *Accounting basics for accounts payable, accrued expenses and debt.*Risk associated with accounts payable, accrued expenses and debt.*Key controls related to accounts payable, accrued expenses and debt.*Procedures commonly used to audit debt, including compliance with restrictive covenants. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Auditing Accounts Receivable: An Overview (Self-Study) (26SS-0062)26SS-0062 | *Risks of material misstatement associated with auditing accounts receivable.*Internal controls associated with accounts receivable.*Substantive procedures used in auditing accounts receivable.*External confirmation audit considerations, including evaluating responses for propriety.*Evaluating the valuation of accounts receivable.*The AICPA's new SAS on auditing estimates. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Auditing Property, Plant and Equipment (Self-Study) (26SS-0063)26SS-0063 | *Assessing risk.*Internal control related to property and equipment.*Audit procedures for property and equipment.*Construction of assets including capitalizing interest.*Lease accounting requirements and disclosure of right of use asset.*Disclosure of property and equipment. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Audits of 401(k) Plans: New Developments and Critical Issues (Self-Study) (26SS-0064)26SS-0064 | *Proper planning of benefit plan audit engagements and developing audit strategy while improving overall efficiency.*Common pitfalls in planning and detailed audit procedures.*Changes affecting 401(k) plans, including recently issued SASs.*Common mistakes as noted in peer reviews and DOL inspections. | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Audits of 401(k) Plans: New Developments and Critical Issues (Self-Study) (26SS-0065)26SS-0065 | *Proper planning of benefit plan audit engagements and developing audit strategy while improving overall efficiency.*Common pitfalls in planning and detailed audit procedures.*Changes affecting 401(k) plans, including recently issued SASs.*Common mistakes as noted in peer reviews and DOL inspections. | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Autonomous Agents in Audit and Assurance (Self-Study) (26SS-0066)26SS-0066 | *Audit use cases: automated sampling, real-time analytics, evidence gathering.*Case studies: Big 4 agent-driven assurance platforms.*Agent reliability, explainability, and audit documentation.*PCAOB AS 1105, ISA 330, and agent-auditor integration.*Governance: SOC 1/SOC 2 controls for audit AI tools. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality (Self-Study) (26SS-0067)26SS-0067 | *AICPA's Enhancing Audit Quality initiative.*Recent revisions to Quality Management standards.*Feedback from peer reviews, including areas driving deficiencies in audit.*Elements of an effective risk assessment and how to link to audit procedures performed.*Understanding internal controls and making the decision whether or not to test them.*Best practices in documentation. | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality (Self-Study) (26SS-0068)26SS-0068 | *AICPA's Enhancing Audit Quality initiative.*Recent revisions to Quality Management standards.*Feedback from peer reviews, including areas driving deficiencies in audit.*Elements of an effective risk assessment and how to link to audit procedures performed.*Understanding internal controls and making the decision whether or not to test them.*Best practices in documentation. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings (Self-Study) (26SS-0069)26SS-0069 | *Coverage of applicable rules from SECURE Act 2.0.*The 10% penalty.*Net unrealized appreciation of employer securities.*Roth IRA conversions.*Rollovers and the limitations.*Direct rollovers vs indirect rollovers, and tax withholding.*Beneficiary portability rules.*When a Roth IRA distribution is qualified to be tax-free.*Excess contributions and the 6% excise tax. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times (Self-Study) (26SS-0070)26SS-0070 | *Commencement of a bankruptcy proceeding.*Protections provided to debtors under the Bankruptcy Code.*Key procedural aspects of bankruptcy.*The automatic stay.*Differences between Chapters 7, 11, and 13 bankruptcy cases.*The bankruptcy discharge.*Proofs of claim.*Plans of reorganization.*Litigation that can arise during bankruptcy.*Creditor committees.*Bankruptcy trustees.*Avoidable preferences and fraudulent transfers.*Special rights afforded to landlords and secured creditors. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Become a Data Analysis Expert (Self-Study) (26SS-0071)26SS-0071 | *An introduction to the data analysis process flow and how it is your pathway to becoming a data analysis expert.*A comprehensive discussion of building a data model and calculating metrics.*How visualizations can present data in a more insightful and impactful manner. | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Best Practices in Not-for-Profit Accounting and Reporting (Self-Study) (26SS-0072)26SS-0072 | *The key requirements, options, and best practices seen in each of the basic financial statements.*Today's core accounting and reporting requirements related to contributions and how to effectively and efficiently apply them.*How to analyze and incorporate the needs of financial statement users into a not-for-profit's financial statements and disclosures. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Best Practices in Not-for-Profit Accounting and Reporting (Self-Study) (26SS-0073)26SS-0073 | *The key requirements, options, and best practices seen in each of the basic financial statements.*Today's core accounting and reporting requirements related to contributions and how to apply them effectively and efficiently.*How to analyze and incorporate the needs of financial statement users into a not-for-profit's financial statements and disclosures. | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Build a Data Model for Analysis in Power BI (Self-Study) (26SS-0074)26SS-0074 | *The core concepts of data modeling in Power BI, including integration of various data sources.*Techniques to establish and manage relationships between different data sets.*Introduction to DAX (Data Analysis Expressions) and its application in creating calculated columns and basic measures.*When to use calculated columns and when to opt for measures.*The difference between and appropriate applications of explicit and implicit measures in data analysis.*Creating and utilizing hierarchies to enhance data analysis and reporting.*Practical skills in using pivot tables within Power BI to validate and refine measures. | |
| Self-Study | | On-Demand | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Build an AI Agent With ChatGPT: A Hands-on Lab for Financial Professionals (Self-Study) (26SS-0075)26SS-0075 | *Agentic simulation using prompt design and structured interaction.*Flipped agent/user roles in ChatGPT (autonomy emulation).*Use case walkthroughs: audit Q&A bot, tax helper, financial planning agent.*Risk scenarios: hallucinations, scope creep, prompt hacking.*Governance, professional skepticism, and documentation best practices. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Build Professional Relationships to Enhance Your Career-Authentic Networking (Self-Study) (26SS-0076)26SS-0076 | *The psychology of perception.*Preparation checklist for networking.*Presenting your best self.*Perception management.*Preparing oneself for networking.*Setting expectations and limits.*Seamless self-introductions.*How to introduce others.*Overcoming anxiety.*How to start conversations.*Situational questions .*The art of conversation flow.*Listening skills.*Topics to avoid.*Graceful exits.*Body language.*Navigating large events/conferences.*One-on-one meetings.*Cocktail party etiquette.*Remembering names.*Strategies for introverts.*Follow up recommendations.*How to maintain and sustain relationships long term. | |
| Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | |
| Surgent's Building Trustworthy AI Systems in Finance: The NIST AI RMF Approach (Self-Study) (26SS-0077)26SS-0077 | *Introduction to the NIST AI RMF: overview and objectives; importance of managing AI risks in finance and accounting and auditing; and comparative analysis with global standards, such as the EU AI Act.*Core Components of the NIST AI RMF: governance (establishing accountability for AI systems), mapping (identifying risks across the AI lifecycle), and measuring (developing metrics for evaluating risk).*Applying the NIST AI RMF to Finance and Accounting: strategies for identifying, assessing, and managing risks unique to finance and accounting and auditing; practical approaches to data governance, model validation, security controls, and incident response; and monitoring and adapting AI systems to align with evolving technologies and regulatory requirements.*Trustworthy AI Characteristics: accountability and transparency in financial operations; addressing privacy, security, and ethical concerns; and ensuring fairness and reliability in AI applications. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Business Combinations: U.S. GAAP vs. IFRS (Self-Study) (26SS-0078)26SS-0078 | *Determining the acquisition date.*Recognizing and measuring the identifiable assets acquired, the liabilities assumed, and any noncontrolling interest in the acquiree.*Acquisition of contingencies.*Noncontrolling interests.*Recognizing and measuring goodwill or gain from a bargain purchase.*Measurement period adjustments. | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Business Development for Accounting and Other Professionals (Self-Study) (26SS-0079)26SS-0079 | *Marketing plans and how they provide direction and strategy for business growth.*Fundamentals of an effective website.*The growing importance of social media.*Strategies for obtaining and cultivating referral sources.*The benefits and challenges of networking organizations.*Creating a niche in saturated industries.*Using online publishing to meet your growth objectives. | |
| Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | |
| Surgent's Business Development: Referral Rally (Self-Study) (26SS-0080)26SS-0080 | *Networking organizations.*Obtaining referral sources. | |
| Self-Study | | Downloadable PDF | 1 CPE (0 tech, 1 non-tech) | |
| Surgent's Business Development: Time Management (Self-Study) (26SS-0081)26SS-0081 | *Managing interruptions.*The role of to-do lists.*Creating an effective time management plan.*Staying on track of your time management plan.*Blocking out time. | |
| Self-Study | | Downloadable PDF | 1 CPE (0 tech, 1 non-tech) | |
| Surgent's Business Law Essentials for Practitioners and Controllers (Self-Study) (26SS-0082)26SS-0082 | *Contract principles.*Partnerships and limited liability entities.*Legal issues related to various types of business organizations.*Worker classification.*Employee rights and the duties of employers.*Intellectual property.*Real property law.*Bankruptcy basics.*Environmental Law.*Merger basics. | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Business Law Essentials for Practitioners and Controllers (Self-Study) (26SS-0083)26SS-0083 | *Contract principles.*Partnerships and limited liability entities.*Legal issues related to various types of business organizations.*Worker classification.*Employee rights and the duties of employers.*Intellectual property.*Real property law.*Bankruptcy basics.*Environmental Law.*Merger basics. | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Business Law for Small Business Owners (Self-Study) (26SS-0084)26SS-0084 | *Contract principles.*Legal issues related to various types of business organizations.*Worker classification.*Employee rights and the duties of employers.*Real property law. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Business Law for Small Business Owners (Self-Study) (26SS-0085)26SS-0085 | *Contract principles.*Legal issues related to various types of business organizations.*Worker classification.*Employee rights and the duties of employers.*Real property law. | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Business Writing: Professional and Effective Emails (Self-Study) (26SS-0086)26SS-0086 | *Preparing to write: what is my purpose and objective and who is my audience.*When email is the appropriate communication methodology and when it's not.*Common email mistakes and how to avoid them.*Proven techniques for writing more efficient, readable, and outcome-focused emails. | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Buying and Selling a Business: Critical Tax and Structuring Issues (Self-Study) (26SS-0087)26SS-0087 | *An overview of the business evaluation process.*Updates related to HR 1, One Big Beautiful Bill Act.*Negotiation points and goals from buyer and seller standpoints.*An overview of confidentiality agreements, memorandums of understanding, and asset purchase agreements.*Recognizing the need for due diligence in acquisitions, including checklists of important points.*Deemed asset sales - Section 338 and Section 338(h)(10).*The use of "F reorganizations" in lieu of Section 338(h)(10).*The impact of the Section 197 amortizable intangibles regulations on the acquisition and disposition of a business.*Allocating purchase price for tax advantage.*Impact of the net investment income tax (NIIT) and the Section 199A pass-through deduction on the tax due on the sale of a pass-through entity.*Changes in strategy under the new tax laws.*Liquidation as an alternative to the sale of a business.*Planning to avoid double taxation.*Special problems and opportunities when an S Corporation is the buyer or seller.*Special problems and opportunities when a partnership is the buyer or seller.*Installment sale and interest issues.*Avoiding tax pitfalls and recognizing tax planning opportunities. | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Buying and Selling a Business: Tax and Structuring Overview (Self-Study) (26SS-0088)26SS-0088 | *Comprehensive coverage of the One Big Beautiful Bill Act.*An overview of the beginning of the process and documents for preliminary tax planning.*Recognizing the need for due diligence in acquisitions, including checklists of important points.*Deemed asset sales - Section 338 and Section 338(h)(10).*The impact of the Section 197 amortizable intangibles regulations on the acquisition and disposition of a business.*Allocating purchase price for tax advantage.*Planning to avoid double taxation under the repeal of the General Utilities doctrine.*Special problems and opportunities when an S Corporation is the buyer or seller.*Installment sale and interest issues.*Avoiding tax pitfalls and recognizing tax planning opportunities.*Unique issues in buying and selling LLC/partnership interests.*Impact of the net investment income tax (NIIT) and the Section 199A pass-through deduction on the tax due on the sale of a pass-through entity.*Individually owned goodwill. | |
| Self-Study | | Downloadable PDF | 6 CPE (6 tech, 0 non-tech) | |
| Surgent's Buying and Selling a Business: Tax and Structuring Overview (Self-Study) (26SS-0089)26SS-0089 | *Comprehensive coverage of the One Big Beautiful Bill Act.*An overview of the beginning of the process and documents for preliminary tax planning.*Recognizing the need for due diligence in acquisitions, including checklists of important points.*Deemed asset sales - Section 338 and Section 338(h)(10).*The impact of the Section 197 amortizable intangibles regulations on the acquisition and disposition of a business.*Allocating purchase price for tax advantage.*Planning to avoid double taxation under the repeal of the General Utilities doctrine.*Special problems and opportunities when an S Corporation is the buyer or seller.*Installment sale and interest issues.*Avoiding tax pitfalls and recognizing tax planning opportunities.*Unique issues in buying and selling LLC/partnership interests.*Impact of the net investment income tax (NIIT) and the Section 199A pass-through deduction on the tax due on the sale of a pass-through entity.*Individually owned goodwill. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Capital Planning in Light of COVID-19 (Self-Study) (26SS-0090)26SS-0090 | *Formal and informal capital planning systems.*Capital expenditure and nimbleness.*Why a low average cost is not necessarily the best measurement.*Looking at capital expenditure in light of bank requirements.*Exempting certain assets from the need for analysis.*Exploring the best way of project and capital analysis. | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's CFO/Controller's Roadmap to Success: Integrated Planning, Forecasting and Budgeting (Self-Study) (26SS-0091)26SS-0091 | *Differences between planning and budgeting.*Building change into the planning process.*The business model.*Strategic plan, marketing plan, and technology plan.*Financial forecasting and financial risk analysis.*Five-year operating plan and the sales/income plan.*Intermediate planning and capital equipment planning.*One-year operating plan and monthly planning.*Cash plan and risk plan. | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's CFOs as Leaders of Organizational Change: Driving Innovation and Navigating Economic Uncertainties - Panel Discussion (Self-Study) (26SS-0092)26SS-0092 | *The CFO's expanding role in organizational leadership.*Leading innovation in finance and beyond.*Navigating economic challenges and uncertainties.*Effective risk management frameworks for CFOs.*CFOs as agents of change: aligning finance with broader organizational strategy.*The intersection of finance, technology, and innovation. | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Choosing the Right Business Entity (Self-Study) (26SS-0093)26SS-0093 | *Why businesses operate as C Corporations.*Why businesses operate as pass-through entities.*Adopting C Corporation status.*Why businesses choose S Corporation status. Tax and business situations that impact entity selection.. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Clean, Transform and Load Data in Power BI (Self-Study) (26SS-0094)26SS-0094 | *Introduction to Power Query in Power BI: the interface and basic functionalities.*Removing duplicates, handling null values, and data type conversions.*Advanced methods for manipulating data, including pivoting, merging, and appending queries.*Efficiently loading data into the Power BI data model.*Setting up details for each step in the process so you can document what is happening and why. | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide (Self-Study) (26SS-0095)26SS-0095 | *Details on CAS: new services or rebranding?*Review the value of timely accurate automated accounting.*Review the three levels of service.*Discuss technology options.*Assess your client base for who would benefit most from CAS.*Staffing requirements for CAS.*The value of servicing a niche. | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Coaching Skills for Managers and Supervisors (Self-Study) (26SS-0096)26SS-0096 | *The definition of "coaching" and the coaching process.*Characteristics of effective coaches.*Coaching strategies to support and assist others as they change ineffective behaviors.*Conducting one-on-one coaching sessions for setting goals and improving performance. | |
| Self-Study | | On-Demand | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Coaching Skills for Managers and Supervisors (Self-Study) (26SS-0097)26SS-0097 | *The definition of "coaching" and the coaching process.*Characteristics of effective coaches.*Coaching strategies to support and assist others as they change ineffective behaviors.*Conducting one-on-one coaching sessions for setting goals and improving performance. | |
| Self-Study | | On-Demand | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services (Self-Study) (26SS-0098)26SS-0098 | *Communicating financial results.*The role of the accountant in communication.*The challenges accountants face in communication.*Creating better awareness of a company's financials.*Behavioral biases of stakeholders.*Tips for staying on-point in communication.*Case study. | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (Self-Study) (26SS-0099)26SS-0099 | *Factors business owners should take into account when choosing a retirement plan.*SIMPLE plans.*Simplified employee pension plans.*401(k) plans.*Defined benefit plans.*Ensuring eligible employees are covered.*Employees' impact on choice of plan.*Ongoing compliance requirements.*Establishing a plan after the tax year end.*Changes to safe harbor 401(k) plans.*Pooled employer plans. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Compilation and Review Overview (Self-Study) (26SS-0100)26SS-0100 | *Objectives of financial statement preparation, compilation, and review engagements.*SSARS No. 21, Clarification and Recodification.*Components and characteristics of financial statement preparation, compilation, and review engagements.*Accepting and planning financial statement preparation, compilation, and review engagements.*Overview of SSARS No. 22-25. | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Compilations, Review and Attestation Engagements (Self-Study) (26SS-0101)26SS-0101 | *Frequently missed issues in compilation and review engagements as noted by peer reviewers.*Understand how to comply with AR-C 100 on International Standards and AR-C 120, Compilations of Proforma Information.*Introduction to attestation standards (AT).*Performing attestation examination engagements.*Performing attestation review engagements.*Performing Agreed Upon Procedures. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Self-Study) (26SS-0102)26SS-0102 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services.*SSARS No. 22, Compilation of Pro Forma Financial Information.*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services - 2018.*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions.*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services.*Sample comprehensive engagement work programs for preparation, compilation, and review engagements.*Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose frameworks, and other engagement variations.*Other communication requirements, such as sample engagement letters and management representation letters. | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Self-Study) (26SS-0103)26SS-0103 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services.*SSARS No. 22, Compilation of Pro Forma Financial Information.*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services - 2018.*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions.*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services.*Sample comprehensive engagement work programs for preparation, compilation, and review engagements.*Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose frameworks, and other engagement variations.*Other communication requirements, such as sample engagement letters and management representation letters. | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Comprehensive Guide to Tax Depreciation, Expensing and Property Transactions (Self-Study) (26SS-0104)26SS-0104 | *Final regulations - bonus depreciation and Section 1031 exchanges.*Technical correction Rev. Proc. 2019-13 - use it or stand to lose second-year depreciation deductions for luxury automobiles.*What are the components for real estate depreciation?*A new SUV or sedan? A study of depreciation alternatives.*Permanency in Section 179 depreciation rules? How to maximize its use; when to use it; and what property qualifies.*Sale of property and the depreciation recapture rules (Section Section 1245, 1250, unrecaptured Section 1250 gain for real estate, Section 291 for corporations).*How to depreciate like-kind exchange property.*May Section 121 and Section 1031 apply to the same transfer of property?*Reacquired installment sale property - calculating potential gain and new basis.*Understanding Section 197 amortization issues; how to handle intangible asset costs.*Depreciation issues, tax-deferred exchanges, personal property converted to business property, and an overview of home sale exclusion.*Guide for compliance and planning issues.*Cases and rulings of depreciation and amortization issues and how they impact clients, along with the useful planning opportunities. | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Construction Contractors: Accounting and Financial Reporting Issues (Self-Study) (26SS-0105)26SS-0105 | *Overall landscape of the construction industry.*GAAP and recent changes affecting the construction industry.*FASB ASC 606 and its impact on the construction industry.*The unique relationship between the contractor and the surety.*FASB ASC 842 and its impact on the construction industry. | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Construction Contractors: Accounting and Financial Reporting Issues (Self-Study) (26SS-0106)26SS-0106 | *Overall landscape of the construction industry.*GAAP and recent changes affecting the construction industry.*FASB ASC 606 and its impact on the construction industry.*The unique relationship between the contractor and the surety.*FASB ASC 842 and its impact on the construction industry. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Construction Contractors: Critical Accounting, Auditing and Tax Issues (Self-Study) (26SS-0107)26SS-0107 | *Overall landscape of the construction industry.*GAAP and recent changes affecting the construction industry.*FASB ASC 606 and its impact on the construction industry.*Unique audit and review issues with construction contractors.*The unique relationship between the contractor and the surety.*Tax compliance issues facing construction contractors.*Ongoing and new tax issues for construction contractors.*Going concern disclosures and their importance to the construction industry.*FASB ASC 842 and its impact on the construction industry. | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Contract Law for Accounting and Finance Professionals (Self-Study) (26SS-0108)26SS-0108 | *Contract formation.*The necessary components of an enforceable contract.*Common defenses to enforcement.*Legal capacity requirements.*Contract interpretation. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Self-Study) (26SS-0109)26SS-0109 | *Economic update.*Leadership and management changes as a result of the pandemic.*Managing for productivity.*Metrics and benchmarking.*Social media's place in our organizations. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Self-Study) (26SS-0110)26SS-0110 | *Economic update.*Leadership and management changes because of recent developments, including AI.*Managing for productivity.*Hiring the best people for the organization.*New motivation techniques. | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Controllership Skills Update: Budgeting, Forecasting and Big Data (Self-Study) (26SS-0111)26SS-0111 | *Why forecasts and budgets are frequently wrong: behavioral finance; improper goal setting, games, continuing the status quo, traditional budgeting techniques.*Incorporating strategy into budgets: improving measurement systems; common errors, developing strategies and appropriate measurements.*Expanding the budgeting framework: rolling forecasts; mission-based budgeting, zero-based budgeting, post-completion evaluations, contingency planning, black swan events, identifying improvements.*Big data: definition, challenges, goals, current uses/examples, sources of information.*Analytical tools: ration analysis, benchmarking, Pareto analysis, trend analysis, regression, simulation, dashboards. | |
| Self-Study | | On-Demand | 2 CPE (1 tech, 1 non-tech) | |
| Surgent's Controllership Skills Update: Current Survival Skills (Self-Study) (26SS-0112)26SS-0112 | *Changing Role of Financial Professionals:-Priorities.-Change in mission.-Valued-added actions.*Strategic Measurements:-Common errors and guidelines for improvement.-Balanced scorecard.-Strategy development and implementation.-Budgeting basics and next steps.*Risk Management:-Recent lessons, including Black Swan events.-Defining Enterprise Risk Management (ERM).-Implementation.*Developing a Financial Leadership Pipeline:-Changing employment environment.-Retaining the right employees.-Compensation.-Hiring process.*Capital Projects:-Types of projects.-Factors affecting capacity.-Valuation techniques.-Cash management.*M&A Activity:-Current environment.-Controller's role.-Strategic questions.-Sample transactions.-Due diligence.-Implementation.*Introducing Improvements/Innovation:-Getting started.-Establishing an environment.-Potential first projects.-Organizational structure. | |
| Self-Study | | On-Demand | 2 CPE (1 tech, 1 non-tech) | |
| Surgent's Controllership Skills Update: Mergers, Acquisitions and Alliances (Self-Study) (26SS-0113)26SS-0113 | *Recent trends: M&A activity; contributing factors/reasons for current levels; examples of recent transactions; IPOs (Initial Public Offering) and SPACs (Special-Purpose Acquisition Company); strategic spin-offs/splits; internal venture capital activities; incubators.*Expanded role of financial professionals: establishing strategy; valuation techniques; execution plan; due diligence; sources of industry information; goodwill; post-completion evaluations.*Negotiations: Improving your communication skills; establishing an environment for success; list of dos and don'ts.*Alliances and outsourcing: steps to forming an alliance; examples of recent alliances; determining if outsourcing (short and long-term) is correct for your organization; steps to improve results. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Controllership Skills Update: Risk Management (Self-Study) (26SS-0114)26SS-0114 | *Rethinking Risk Management:-Historic view.-Challenges.-Rules.-Recent lessons.-Required skills.*Sources of Risk:-Economy.-Competitors.-Operations.-Investments.-Strategy.-Compensation.-Routine practices.-Unethical behavior.*Enterprise Risk Management (ERM):-Defining ERM.-Areas of focus.-Implementation.-Planning for disasters.-Business continuity.-Contingencies. *Analytical Tools:-Post-completion evaluations.-Simulation.-Z-score.-Hedging.-Brainstorming.-Mind mapping.-Delphi technique. | |
| Self-Study | | On-Demand | 2 CPE (1 tech, 1 non-tech) | |
| Surgent's Create Measures in Power BI That Define Your Metrics (Self-Study) (26SS-0115)26SS-0115 | *The fundamentals of DAX and its role in Power BI.*Complex DAX functions and formulas for creating sophisticated measures.*Time-based functions to analyze data over different periods.*Techniques for ensuring accuracy and reliability in your DAX measures.*Employing PivotTables in Power BI to test and confirm the effectiveness of DAX measures. | |
| Self-Study | | On-Demand | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Create Paginated Reports With Power BI Report Builder (Self-Study) (26SS-0116)26SS-0116 | *Overview of Power BI Report Builder, its interface, and integration with the Power BI ecosystem.*Techniques for setting up professional layouts, including headers, footers, and managing pagination.*Connecting to various data sources and preparing data for reporting.*Utilizing Power BI's visualization tools for impactful data presentation.*Subreports, drill-through capabilities, and dynamic expressions.*Guidelines for publishing reports to the Power BI service and sharing them with relevant stakeholders. | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Create Visuals in Power BI to Successfully Analyze Data (Self-Study) (26SS-0117)26SS-0117 | *The layout, tools, and features of Power BI Desktop.*The online environment of Power BI for report creation.*How to integrate Power Pivot models into Power BI for more complex data analysis.*The step-by-step process to create compelling visuals and understand the importance of visual context in data storytelling.*The variety of visuals available in Power BI and their appropriate applications.*The advanced features of Power BI Desktop that enhance data manipulation and visualization capabilities.*How to create dynamic and interactive reports that engage and inform.*Uploading and managing reports on PowerBI.com for wider access and collaboration. | |
| Self-Study | | On-Demand | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Critical Conversations: Having the "Hard to Have" Discussions (Self-Study) (26SS-0118)26SS-0118 | *Identifying when issues need immediate resolution.*Approaches for preparing for and having difficult conversations.*Effective communication skills for challenging conversations. | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Critical Issues Involving Taxation of Construction Contractors (Self-Study) (26SS-0119)26SS-0119 | *The impact of recent legislation on the construction industry (including the OBBBA).*How to qualify for the small contractor exemption and its advantages for the taxpayer.*Options available to small contractors regarding taxation of long-term contracts.*How the choice of entity impacts taxation of contractors.*How AMT impacts the construction industry.*IRC Section 460 and large contractors.*How uninstalled materials impact taxation of contractors.*Look-back rules.*Using the 10 percent method to allow certain contractors to defer recognizing taxable income.*Critical tax planning strategies for contractors. | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Critical Issues Involving Taxation of Construction Contractors (Self-Study) (26SS-0120)26SS-0120 | *The impact of recent legislation on the construction industry (including the OBBBA).*How to qualify for the small contractor exemption and its advantages for the taxpayer.*Options available to small contractors regarding taxation of long-term contracts.*How the choice of entity impacts taxation of contractors.*How AMT impacts the construction industry.*IRC Section 460 and large contractors.*How uninstalled materials impact taxation of contractors.*Look-back rules.*Using the 10 percent method to allow certain contractors to defer recognizing taxable income.*Critical tax planning strategies for contractors. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Crowdfunding: A General Overview (Self-Study) (26SS-0121)26SS-0121 | *How crowdfunding works.*The different types of crowdfunding programs.*Popular crowdfunding platforms.*Strategies for building a crowdfunding community.*Creating a crowdfunding campaign.*Running a crowdfunding campaign. | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Current Developments and Best Practices for Today's CFOs and Controllers (Self-Study) (26SS-0122)26SS-0122 | *Economic update.*Leadership and management changes as organizational cultures change.*Expense control that works.*Understanding our changing workforce and working environment.*Financial risk analysis.*Enterprise risk management.*Metrics and benchmarking.*Improving bank relationships and cash management. | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Current Issues in Accounting and Auditing: An Annual Update (Self-Study) (26SS-0123)26SS-0123 | *Recently issued but newly implemented Accounting Standards Updates (ASUs), the PCC Update, and items on the FASB's Technical Agenda.*New ASUs covering disaggregated expenses, crypto assets (e.g., cryptocurrency), and business combinations.*Results and findings of the FASB's Final (Stage 3) Post-Implementation Review (PIR) Report on Topic 606.*Recently issued SASs and other AICPA activity through SAS No. 149.*Detailed review of the three new Statement on Quality Management Standards (SQMS 1, SQMS 2, and SQMS 3).*Other important A&A practice matters. | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Current Issues in Accounting and Auditing: An Annual Update (Self-Study) (26SS-0124)26SS-0124 | *Recently issued but newly implemented Accounting Standards Updates (ASUs), the PCC Update, and items on the FASB's Technical Agenda.*New ASUs covering disaggregated expenses, crypto assets (e.g., cryptocurrency), and business combinations.*Results and findings of the FASB's Final (Stage 3) Post-Implementation Review (PIR) Report on Topic 606.*Recently issued SASs and other AICPA activity through SAS No. 149.*Detailed review of the three new Statement on Quality Management Standards (SQMS 1, SQMS 2, and SQMS 3).*Other important A&A practice matters. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Cybersecurity Risk Management for Financial Professionals: Policies, Controls and Emerging Threats (Self-Study) (26SS-0125)26SS-0125 | *Core components of a cybersecurity risk management program.*Overview of key policies, controls, and procedures for financial organizations.*Applicability of global compliance standards, like the EU AI Act and GDPR, in the U.1'S. financial landscape.*Case studies: financial implications of breaches and mitigation strategies.*Best practices for integrating cybersecurity with financial reporting. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Data Analytics for Accountants and Financial Managers (Self-Study) (26SS-0126)26SS-0126 | *Definition of data analytics and big data; challenges and goals; establishing an environment for success; governance; common uses of analytics and current examples.*Behavioral forces that impact decisions; examples of inaccurate forecasts; identifying strategic measurements (KPIs); data sources.*Statistical tools, including median, mode, moving average, ratio analysis, Pareto analysis, trend analysis, regression, z-score, and simulation.*Software tools that are readily available and can assist in visually exploring data, expanding the scope of available data, as well as collecting, analyzing, and presenting results.*Specific ideas for using data analytics for accountants and financial managers, including current examples and areas for further consideration.*Lists of readings and next-level software for a participant's future reference. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Data Analytics Readiness Series: Advanced Formulas - Array Formulas and DAX Formulas (Self-Study) (26SS-0127)26SS-0127 | *Key to understanding array formulas is Implicit Intersection.*How to enter and evaluate an array formula.*Examples- array and DAX formulas*Array formulas- Implicit Intersection.*Understanding DAX formulas.*Calculated columns and measures.*Evaluation context.*Context transition.*Implicit vs explicit measures.*Examples- DAX formulas.*Creating a calculated column in Power Pivot. | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Data Analytics Readiness Series: Artificial Intelligence - Basic Concepts in Excel (Self-Study) (26SS-0128)26SS-0128 | *Understanding difference between supervised and unsupervised learning.*Formulas in Excel (Correl and Trend and Forecast).*Linear regression.*What is artificial intelligence?*Examples- artificial intelligence*Forecast function.*Trend function.*Regression in Excel with the data analysis ToolPak.*Creating a prediction model. | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Data Analytics Readiness Series: Calculated Columns and Dimensions (Self-Study) (26SS-0129)26SS-0129 | *Where can you create a calculated column?*Understanding evaluation context- row and filter context.*When does evaluation of the formula occur (before, as, or after the data is loaded?).*Understanding storage requirements of calculated columns.*Understanding the analytical data model of the Star Schema:-Dimensions.-Facts.*Exercises- calculated columns:-Adding a calculated column in a table in Excel.-Creating a dimension table in Power Query.-Creating a hierarchy in Excel with calculated columns.-Adding a calculated column in Power Query.-JE testing with calculated columns.-Other test- opening balances. | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Data Analytics Readiness Series: Data Extraction and Data Sources (Self-Study) (26SS-0130)26SS-0130 | *Introduction to a Data Analytics Workflow (will be re-introduced in final class to bring all concepts together).*Overview of various definitions of data analytics.*Data analytics needs multiple sources of data.*Introduction to Power Query (Get & Transform)- on data tab in Excel.*Exercise- connecting to various Data Sources:-Importing Excel workbook into Power Query.-Connecting to a website in Power Query. | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Data Analytics Readiness Series: Data Modeling (Self-Study) (26SS-0131)26SS-0131 | *How to join tables using:-VLOOKUP.-Power Query- append queries and merge queries.-Power Pivot- Creating a relationship via diagram view.*Types of relationships:-Data integrity.-Normalization.-Facts vs dimension tables.-Exercises- data modeling*VLOOKUP and index match formula.*Appending data in Power Query.*Merging data in Power Query.*Connection only queries.*Creating a relationship in Power Pivot. | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Data Analytics Readiness Series: Data Preparation Using Get and Transform (Self-Study) (26SS-0132)26SS-0132 | *An ETL tool- Extract Transform and Load.*How Power Query ups your game in data analytics.*Interface components of Power Query.*Column level and table actions.*Power Query is a sequential macro recorder.*What is M Code?*Exercise- cleaning and transforming a general ledger. | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Data Analytics Readiness Series: Excel Tables (Self-Study) (26SS-0133)26SS-0133 | *Creating a table.*Parts to a table.*Benefits of an Excel table.*Structured references:-How it helps to create formulas.-Formulas are column based not cell based.*Tables are data sources for Power Query.*Exercises - tables:-Creating a table.-Resizing a table.-Removing duplicates.-Descriptive Statistics using the Total Row.-Inserting a slicer.-Creating formulas using structured references. | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Data Analytics Readiness Series: Formulas, Named Ranges and Formula Auditing (Self-Study) (26SS-0134)26SS-0134 | *Named ranges- how they help in creating formulas.*Naming conventions and why they are important.*What you need to know to master formulas.*How to audit your formulas to limit errors.*Exercises - formulas:-Named ranges.-How to enter a formula- best practices to improve skill levels. | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Data Analytics Readiness Series: PivotTables (Self-Study) (26SS-0135)26SS-0135 | *Fields in a PivotTable.*Benefits of PivotTable.*Contextual tabs for a PivotTable.*Field setting dialog box.*Value field setting dialog box.*Pivot table options.*Exercises - PivotTables:-Creating a PivotTable.-Grouping by date.-Sorting a PivotTable.-Filtering a PivotTable.-Calculations in a PivotTable.-Slicers and timelines.-Introduces OLAP (Online Analytical Processing) pivot tables in Power Pivot. | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Data Analytics Readiness Series: Visualizations and Reporting (Self-Study) (26SS-0136)26SS-0136 | *Visualization tools in Excel (camera, slicers, and timelines).*Data view- why it went away. Power BI is the visualization tool to use.*All concepts learned in course are brought together in this last class to create a dashboard:-Power Query- to extract transform and load data for the dashboard.-Power Pivot -to create the data model for the dashboard.-DAX formulas- for pivot tables to calculate values needed for model.-Pivot tables and charts- to create visualizations.-Camera tool to create dashboard.*Exercise - Using the data analytics workflow introduced in first class of series- to create dashboard for JE testing:-Journal entry by month and income statement accounts.-Descriptive statistics of journal entries.-Number of journal entry by month.-Journal entries by day of week.-Round journal entries.*Evaluate output of journal entry analytic:-Other approaches.-What are the false positives (noise)?*Next steps in data analytics journey. | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Data Analytics Toolkit: Tools and Applications (Self-Study) (26SS-0137)26SS-0137 | *Definition of Data Analytics.*Assessing your organization's current status and establishing an environment for success.*Financial staff's core activities.*Common uses of analytics and current examples.*Behavioral forces that impact decisions.*Examples of inaccurate forecasts.*Identifying strategic measurements (KPIs).*Improving budgeting and forecasting and addressing Black Swan events.*Collecting and using data from traditional and non-traditional data sources.*Statistical tools, including Median, Mode, Moving average, Ratio analysis, Pareto analysis, Rolling forecast, Mission-based budgeting, Trend analysis, Regression, Z-Score (public and private organizations), and Simulation.*Analytical techniques, including Brainstorming, Mind mapping, and Delphi technique.*Software tools that are readily available and can assist in visually exploring data; expanding the scope of available data, as well as collecting, analyzing and presenting results (including Dashboards).*Specific ideas for using Data Analytics, including immediate opportunities and areas for further consideration.*Expanded lists of readings and next level software for a participants' future reference. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Data Analytics: Planning and Implementation Strategies (Self-Study) (26SS-0138)26SS-0138 | *Why have companies struggled to implement data analytics?*What are the barriers you face in becoming a data-driven organization?*How does self-service business intelligence help in developing a data-driven organization?*Why is Power BI the self-service business intelligence application you should use?*Why should everyone in your company be assigned a data role? | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Data at 30,000 Feet: Traveling Smart With Client and Personal Information (Self-Study) (26SS-0139)26SS-0139 | *CPA responsibilities for client data.*Understanding the risks while traveling.*Legal and regulatory landscape.*CPA-specific considerations.*Data protection techniques and tools.*Policy and technical safeguards.*Pre- and post-travel protocols.*Employee education and compliance. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Data Security: Best Practices to Protect Your Business and Yourself (Self-Study) (26SS-0140)26SS-0140 | *Ethical duty to safeguard employee, client, and litigant data.*Common threats, including phishing, ransomware, and bad password management.*Security management of business and personal electronic devices.*Best practices for creating and securing passwords.*Insight into how our personal information is exploited in our daily lives. | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Defending Firms: Email Fraud, Cloud Risks, Cyber Insurance and Remote Work Security (Self-Study) (26SS-0141)26SS-0141 | *Email fraud.*Phishing attacks.*Cloud security risks.*Cyber insurance.*Securing remote work environments. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Depreciation Rules for Bonus and Section 179 Expensing (Self-Study) (26SS-0142)26SS-0142 | *The OBBBA changes impacting bonus depreciation.*New Section 179 ceiling limitations.*When business property is subject to 100% bonus.*Qualified production property.*What is a qualified production activity?*Recapture of depreciation on qualified production property. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Disclosure Requirements for SEC Form 8-K (Self-Study) (26SS-0143)26SS-0143 | *The overall purpose of the Form 8-K.*Triggering events for filing the Form 8-K.*Filing deadline for the Form 8-K. | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Disclosures of Risks and Uncertainties (Self-Study) (26SS-0144)26SS-0144 | *Recall the general disclosure requirements relating to risks and uncertainties.*Be aware of the additional disclosure requirements required by Regulation S-K for public business entities that file reports with the SEC. | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Effective Communications With Management and Those Charged With Governance (Self-Study) (26SS-0145)26SS-0145 | *Relevant literature.*Communications to those charged with governance.*Internal controls communications to management and those charged with governance. | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Effective Communications With Management and Those Charged With Governance (Self-Study) (26SS-0146)26SS-0146 | *Relevant literature.*Communications to those charged with governance.*Internal controls communications to management and those charged with governance. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Effective Techniques for Auditing Contingencies and Going Concern (Self-Study) (26SS-0147)26SS-0147 | *Overview of uncertainties, contingencies, litigation, claims and assessments and related disclosures.*Auditing managements assumptions in making the going concern evaluation.*Evaluating substantial doubt about an entity's ability to continue as a going concern for a reasonable period of time as defined in professional standards. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Emotional Intelligence (Self-Study) (26SS-0148)26SS-0148 | *Self-awareness.*Self-regulation & motivation.*Empathy.*Managing relationships. | |
| Self-Study | | On-Demand | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients (Self-Study) (26SS-0149)26SS-0149 | *What stock options are and why they are growing in popularity.*How stock options work, including the process of conveyance and vesting.*How to exercise stock options and the implications from doing so.*The risks associated with stock options and how to manage exposure.*Tax consequences and updates regarding stock options.*Strategies for selecting the best time to exercise stock options.*The difference between the two types of stock options: non-qualified and incentive.*The basic terminology relevant to owning and exercising options. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit (Self-Study) (26SS-0150)26SS-0150 | *The 20 common law factors in a worker classification audit that are used to distinguish an employee from an independent contractor.*How disgruntled independent contractors can use IRS Form 8919 against a former employer.*When and how to use Section 530 as a defense in worker classification audits.*What is "industry practice" for Section 530 purposes.*Common sense steps that will avoid the recharacterization of workers treated as independent contractors to employees.*The IRS's Voluntary Classification Settlement Program -- advantages and disadvantages.*The DOL Final Rule. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Employer's Handbook: Health Care, Retirement and Fringe Benefit Tax Issues (Self-Study) (26SS-0151)26SS-0151 | *ERISA compliance: employee welfare plans and qualified plans.*Fringe benefit issues: COBRA, Family and Medical Leave Act, and new developments in health care.*Health care plans: HRAs, HSAs, and other employer-sponsored plans.*Qualified plan requirements: eligibility, coverage, and vesting. | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Employer's Handbook: Health Care, Retirement and Fringe Benefit Tax Issues (Self-Study) (26SS-0152)26SS-0152 | *ERISA compliance: employee welfare plans and qualified plans.*Fringe benefit issues: COBRA, Family and Medical Leave Act, and new developments in health care.*Health care plans: HRAs, HSAs, and other employer-sponsored plans.*Qualified plan requirements: eligibility, coverage, and vesting. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Employer's Handbook: Legal, Tax and Health Care Issues (Self-Study) (26SS-0153)26SS-0153 | *Hiring and firing issues - What questions cannot be asked in an interview; how to document employee performance; establishing an annual review system; when an employer may and may not fire an employee, and much more.*Employment contracts - An analysis of the legal and planning issues in structuring employment contracts; when noncompetition agreements will and will not work.*Employment issues in the economy - Telecommuters and other special situations.*Legal liability issues - Recognition of age discrimination, sex discrimination, FLSA issues, minimum wage, overtime, sexual harassment, and more.*Fringe benefit issues - COBRA, Family and Medical Leave Act, and new developments in health care.*Medical plans - Who is a full-time employee? | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Employer's Handbook: Legal, Tax and Health Care Issues (Self-Study) (26SS-0154)26SS-0154 | *Hiring and firing issues - What questions cannot be asked in an interview; how to document employee performance; establishing an annual review system; when an employer may and may not fire an employee, and much more.*Employment contracts - An analysis of the legal and planning issues in structuring employment contracts; when noncompetition agreements will and will not work.*Employment issues in the economy - Telecommuters and other special situations.*Legal liability issues - Recognition of age discrimination, sex discrimination, FLSA issues, minimum wage, overtime, sexual harassment, and more.*Fringe benefit issues - COBRA, Family and Medical Leave Act, and new developments in health care.*Medical plans - Who is a full-time employee? | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Engagement and Client Retention Best Practices (Self-Study) (26SS-0155)26SS-0155 | *Managing client expectations.*How automation improves client engagement.*Understanding the role of feedback systems.*Seeking referrals.*Building client loyalty.*Customer retention marketing.*Expanding services offered to clients.*Knowing when it is appropriate to enter new markets. | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Engaging and Managing Young Professionals (Self-Study) (26SS-0156)26SS-0156 | *Characteristics that are more dominant among younger working professionals and what distinguishes them from other sectors of the workforce.*Changes younger professionals seek in the workplace.*Suggestions on engaging and developing younger workers.*Best practices by organizations who have successfully integrated younger professionals.*Expectations as to learning, development, and training.*Work environments and schedules.*School-to-work transitions.*Views on salary, benefits, and corporate ethics.*Whether younger professionals' expectations are significantly different from any other generation.*Strengths younger professionals offer which set them apart from others.*Common myths pertaining to younger professionals.*Definitions of success. | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies (Self-Study) (26SS-0157)26SS-0157 | *Overview of ERM and how it affects all organizations.*What COVID-19 has taught us about risk management.*Risk tolerance and developing a plan.*Risk identification.*Risk analysis.*Risk responses.*Strategy risk. | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies (Self-Study) (26SS-0158)26SS-0158 | *Overview of ERM and how it affects all organizations.*What COVID-19 has taught us about risk management.*Risk tolerance and developing a plan.*Risk identification.*Risk analysis.*Risk responses.*Strategy risk. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Enterprise Risk Management for Small and Medium-Sized Companies (Self-Study) (26SS-0159)26SS-0159 | *The nature of risk in any size or type of organization.*Risk tolerance and developing a risk plan.*Risk identification.*Risk evaluation.*Risk response.*Strategy risk.*Financial risk.*Marketing risk.*Compliance and liability risk.*Operational risk.*Environmental risk.*Cyber risk. | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Essential Depreciation and Expensing Update (Self-Study) (26SS-0160)26SS-0160 | *New bonus depreciation and Section 179 changes under the One Big Beautiful Bill Act (OBBBA).*Resolved technical glitches for qualified improvement property.*Detailed coverage of Section 179 expense elections and Section 168(k) bonus or additional first-year depreciation - maximizing deductions, definitions, limitations, and qualified property.*Sales of property and the depreciation recapture rules (Section 1245, Section 1250, unrecaptured Section 1250 gain for real estate, Section 291 for corporations).*MACRS depreciation - finding the proper method, convention, and recovery period.*Listed property and the current limitations.*Amortization of startup, organization, and other expenditures.*AMT depreciation adjustments and how to avoid them.*Examples, cases, and rulings of depreciation and amortization issues and how they impact clients, along with useful planning opportunities. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Essentials of Audit Sampling (Self-Study) (26SS-0161)26SS-0161 | *Types of sampling and sampling risk.*Attribute testing for tests of controls and compliance.*Variable sampling for substantive assurance.*Differentiating statistical and nonstatistical sampling approaches.*Determining sample sizes in a compliance audit. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Establishing State Residency and Saving Your Clients Money (Self-Study) (26SS-0162)26SS-0162 | *Typical provisions in state statutes regarding domicile and residency.*In depth analysis of domicile and residency definitions.*Issues regarding one's permanent abode.*Analysis of jurisdiction where taxpayer has the greatest connections.*Detailed discussion of criteria used to establish domicile and residency. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Estate and Life Planning Issues for the Middle-Income Client (Self-Study) (26SS-0163)26SS-0163 | *Comprehensive coverage of the One Big Beautiful Bill Act.*SECURE 2.0 updates.*More than 20 documents that should be reviewed that are neither a will nor trust.*Applicable rates, and tactics that may be used to minimize them.*Reducing the impact of ancillary administration.*Provisions you need in a will.*When a trust is needed for children.*Durable powers of attorney, for financial matters and for healthcare.*Realistic retirement goals.*Management of insurance: liability, disability, and life.*Dealing with marriage and divorce.*Titling assets effectively.*Developments relative to estate tax, and the implications for planning. | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Ethical Considerations for CPAs (Self-Study) (26SS-0164)26SS-0164 | *Auditor independence and its importance to the public accounting profession.*Common threats to auditor independence.*AICPA's framework for assessing conflicts of interest.*Unique threats related to non-attest services to attest clients.*Common safeguards to help assure compliance with relevant rules and regulations. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Ethical Considerations for CPAs (Self-Study) (26SS-0165)26SS-0165 | *The CPA's role in today's economy.*The similarities and differences between individual and business ethics.*The link between ethics, integrity and scruples.*The basic attributes of ethics and professional conduct.*The history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct.*The AICPA's Code of Professional Conduct and a CPA's responsibility to the public, clients, and colleagues.*The common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers. | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Surgent's Ethical Considerations for the CPA (Self-Study) (26SS-0166)26SS-0166 | * Examine the CPA's role in today's economy.* Compare similarities and differences between individual and business ethics.* Explore the link between ethics, integrity and scruples.* Discuss the basic attributes of ethics and professional conduct.* Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct.* Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues.* Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers.*Review CPA Independence violations by current legal case examples. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Surgent's Ethics for Tax Professionals (Self-Study) (26SS-0167)26SS-0167 | *What does practicing before the IRS mean?*Who may practice before the IRS?*What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return?*May a tax preparer rely on the work of other tax return preparers?*May a tax preparer rely on and use client-provided information?*Standards associated with giving advice to clients.*Abolition of the disclaimer requirement.*When must a tax preparer examine a client's books and records? | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Ethics for the Industry Accountant (Self-Study) (26SS-0168)26SS-0168 | *What are ethics?*Why study ethics?*Ethical responsibilities of CPAs.*Professional code of ethics and conduct.*AICPA Codification - updated.*Ethical dilemmas.*CPA vision.*Real disciplinary cases to illustrate critical points. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Surgent's Evaluating Sufficiency and Appropriateness of Audit Evidence (Self-Study) (26SS-0169)26SS-0169 | *SAS 142, Audit Evidence (recently issued).*Relevance and reliability of audit evidence.*Sources of evidence.*Audit procedures.*Evaluation of tests of controls.*Evaluation of sufficiency and appropriateness of evidence. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Examining ASC 842, Leases (Self-Study) (26SS-0170)26SS-0170 | *ASU No. 2016-02, Leases (Topic 842).*Overall lease accounting guidance.*Lessor Accounting 101.*Lessee Accounting 101.*Detailed review of accounting by lessees and lessors.*Sale and leaseback transactions.*Other operational issues.*Recently issued updates to the lease accounting guidance.*ASU No. 2023-01, Common Control Arrangements. | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Examining ASC 842, Leases: More Than Meets the Eye (Self-Study) (26SS-0171)26SS-0171 | *ASU No. 2016-02, Leases (Topic 842).*Overall lease accounting guidance.*Lessor Accounting 101.*Lessee Accounting 101.*Detailed review of accounting by lessees and lessors.*Sale and leaseback transactions.*Operational issues.*Updates to the lease accounting guidance.*Feedback from the public company adoption of Topic 842. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Excel for Staff Level 1: What You Never Learned (Self-Study) (26SS-0172)26SS-0172 | *Navigating around worksheets.*Selecting cells and ranges.*How to use custom number formatting.*How to leverage Views.*How to build better formulas with referenced variables and defined names.*How to quickly format cells with Cell Styles.*Proper worksheet structure. | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Excel for Staff Level 2: Getting More Out of Excel (Self-Study) (26SS-0173)26SS-0173 | *Overview of setting up spreadsheets for data analysis and how Excel tables can help.*Learning the importance of consistent column calculations.*How to use conditional formatting to highlight important information.*How to leverage Excel tables by analyzing them in PivotTables.*Learning to leverage array formulas. | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Excel for Staff Level 3: Build Reports and Analyze Data (Self-Study) (26SS-0174)26SS-0174 | *The steps for creating professional and functional.*Best practices for compiling and cleaning data for accurate analysis.*Applying formulas and functions to calculate meaningful insights.*Strategies for using formatting tools to create.*Data accuracy verification and potential error troubleshooting.*Methods for distributing reports effectively within your organization. | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Excel: The Data Tools for Analysis - Power Query and Power Pivot (Self-Study) (26SS-0175)26SS-0175 | *Demonstration in Excel: where to locate the data tools of Power Query and Power Pivot.*Data skills demonstrated: data preparation and data modeling.*Demonstrations in Power Query - the Extract Transform and Load tool for data preparation of the Power BI ecosystem, including data sources Power Query can connect to; transformations; load options; operations; and sample of use cases.*Demonstrations in Power Pivot, the data modeling tool of the Power BI ecosystem, including query organization; custom columns; parameters; and database capabilities. | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Exploring Business Valuation Fundamentals (Self-Study) (26SS-0176)26SS-0176 | *What does value mean?*Technical vs. fundamental analysis.*Intrinsic value.*Other discounted cash flow models.*Assumptions in the Gordon Growth Model.*Valuations using free cash flows.*Residual income model.*Enterprise value.*Value in mergers and acquisitions.*Small business valuations and discounts.*Advanced valuation models. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Exploring Client Advisory Services: Tax Due Dates and Penalties/Where Do I Need to File? (Self-Study) (26SS-0177)26SS-0177 | *Estimated taxes and deadlines.*Tax due dates for common returns and filings.*Potential penalties and interest.*Information return penalties.*Penalties applicable to pass-through entities.*Accuracy-related penalties.*First-time abatement (FTA).*FTA eligible returns.*Reasonable cause.*Nexus: sales tax vs. income tax.*Sales tax nexus with state specific examples.*Remote work and sales tax nexus.*Income tax nexus with state-specific examples.*Remote work and income tax nexus.*Sales factor: throwback rules. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's FASB Accounting Standards Update (Self-Study) (26SS-0178)26SS-0178 | *FASB Accounting Standards Updates issued in 2020 and 2021 to date.*Items on which the PCC is consulting.*Projects on the FASB's Technical Agenda. | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's FASB Update for Small and Medium-Sized Businesses: A Practical Implementation Guide (Self-Study) (26SS-0179)26SS-0179 | *Private company standard setting activities.*FASB Accounting Standards Updates (ASUs) relevant to smaller businesses.*Lease accounting implementation guidance.*ASC 326, Credit Losses.*Accounting for income taxes.*Accounting for debt instruments. | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's FASB Update: New and Recent Accounting Standards Updates (Self-Study) (26SS-0180)26SS-0180 | *Recently issued FASB Accounting Standards Updates.*Implementation issues related to ASC Topic 842, Leases. | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Federal Tax Update (Self-Study) (26SS-0181)26SS-0181 | *Comprehensive coverage of individual provisions of the One Big Beautiful Bill Act, including but not limited to:-TCJA provisions made permanent.-New Tip Income Deduction.-New Overtime Pay Deduction.-New Car Loan Interest Deduction.-New Temporary Senior Deduction.-Expanded SALT Cap.-Trump Accounts.*Comprehensive coverage of business provisions of the One Big Beautiful Bill Act, including but not limited to:-Bonus Depreciation made permanent.-Increased Section 179 deduction.-Changes to Section 174 R&E Expenditures.-Changes to Section 163(j).-Form 1099/1099-K changes.*Qualified Small Business Stock Exclusion *The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges and employer reporting responsibilities.*Timely coverage of breaking tax legislation.*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas. | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Federal Tax Update (Self-Study) (26SS-0182)26SS-0182 | *Comprehensive coverage of individual provisions of the One Big Beautiful Bill Act, including but not limited to:-TCJA provisions made permanent.-New Tip Income Deduction.-New Overtime Pay Deduction.-New Car Loan Interest Deduction.-New Temporary Senior Deduction.-Expanded SALT Cap.-Trump Accounts.*Comprehensive coverage of business provisions of the One Big Beautiful Bill Act, including but not limited to:-Bonus Depreciation made permanent.-Increased Section 179 deduction.-Changes to Section 174 R&E Expenditures.-Changes to Section 163(j).-Form 1099/1099-K changes.*Qualified Small Business Stock Exclusion *The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges and employer reporting responsibilities.*Timely coverage of breaking tax legislation.*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Fiduciary Income Tax Returns: Form 1041 Workshop With Filled-in Forms (Self-Study) (26SS-0183)26SS-0183 | *Classifying receipts between "income" and "corpus" under the Uniform Principal and Income Act.*Calculation of DNI utilizing three different methods, a "forms" method (Schedule B), a "code" method, and a "shortcut" method, utilizing a worksheet of common income and expenses.*Proper W-2 preparation and procedures in the year of death.*Taxpayer passes before taking a required minimum distribution; what must be done?.*Forgetful fiduciaries of simple trusts.*Fluctuating trusts - Simple one year, complex the next.*Dividing income in the year of death.*Overview of Subchapter J.*Form preparation issues - Filing requirements and line-by-line explanations of Form 1041.*Taxable income of estates and trusts and expense allocation issues.*Specific deductions and miscellaneous itemized deductions.*Income in respect of a decedent.*The income distribution deduction calculation.*Relation of principal and income law to DNI.*Understanding how to handle capital gains and losses.*Allocating tax items to beneficiaries: another K-1.*Other considerations: excess deductions on termination.*Comprehensive DNI case study, with principal (cost and FMV) and income reconciliation.*Comprehensive trust and estate case studies, with filled-in forms. | |
| Self-Study | | Downloadable PDF | 10 CPE (10 tech, 0 non-tech) | |
| Surgent's Fiduciary Income Tax Returns: Form 1041 Workshop With Filled-in Forms (Self-Study) (26SS-0184)26SS-0184 | *Classifying receipts between "income" and "corpus" under the Uniform Principal and Income Act.*Calculation of DNI utilizing three different methods, a "forms" method (Schedule B), a "code" method, and a "shortcut" method, utilizing a worksheet of common income and expenses.*Proper W-2 preparation and procedures in the year of death.*Taxpayer passes before taking a required minimum distribution; what must be done?.*Forgetful fiduciaries of simple trusts.*Fluctuating trusts - Simple one year, complex the next.*Dividing income in the year of death.*Overview of Subchapter J.*Form preparation issues - Filing requirements and line-by-line explanations of Form 1041.*Taxable income of estates and trusts and expense allocation issues.*Specific deductions and miscellaneous itemized deductions.*Income in respect of a decedent.*The income distribution deduction calculation.*Relation of principal and income law to DNI.*Understanding how to handle capital gains and losses.*Allocating tax items to beneficiaries: another K-1.*Other considerations: excess deductions on termination.*Comprehensive DNI case study, with principal (cost and FMV) and income reconciliation.*Comprehensive trust and estate case studies, with filled-in forms. | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Financial Reporting Update for Tax Practitioners (Self-Study) (26SS-0185)26SS-0185 | *Recent standard setting and consulting activities at the FASB.*Proposed updates to income tax accounting and financial statement disclosures.*Tax basis financial statements.*Recently issued Statements on Auditing Standards and other audit-related hot topics. | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Financial Reporting Update for Tax Practitioners (Self-Study) (26SS-0186)26SS-0186 | *Recent standard setting and consulting activities at the FASB.*Proposed updates to income tax accounting and financial statement disclosures.*Tax basis financial statements.*Recently issued Statements on Auditing Standards and other audit-related hot topics. | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Financial Statement Disclosures: A Guide for Small and Medium-Sized Businesses (Self-Study) (26SS-0187)26SS-0187 | *Financial statement disclosures for small and medium-sized businesses.*Balance sheet, income statement, and statement of cash flows presentation and disclosure issues.*Disclosure examples from all sized entities which you can use to base your disclosures on.*Developing disclosure issues, including disclosures related to the adoption of Topic 606. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Financial Statement Disclosures: A Guide for Small and Medium-Sized Businesses (Self-Study) (26SS-0188)26SS-0188 | *Financial statement disclosures for small and medium-sized businesses.*Balance sheet, income statement, and statement of cash flows presentation and disclosure issues.*Disclosure examples from all-sized entities that you can use to base your disclosures on.*Developing disclosure issues, including disclosures related to the adoption of ASC 606 and ASC 842. | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Finding Errors in Excel Spreadsheets (Self-Study) (26SS-0189)26SS-0189 | *Common Excel errors, including formula errors, reference errors, and logic errors.*Advanced Excel functions and formulas that are crucial for error detection and data analysis.*Data validation techniques, including setting up data validation rules and using conditional formatting to highlight potential inaccuracies.*Error tracing and auditing tools, including Trace Precedents, Trace Dependents, and the Error Checking tool. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Focus on Engagement Quality: How to Avoid Deficiencies in Peer Reviews (Self-Study) (26SS-0190)26SS-0190 | *AICPA's Enhancing Audit Quality initiative.*Recent revisions to Quality Management standards.*Feedback from peer reviews, including areas driving deficiencies in audit.*Elements of an effective risk assessment and how to link to audit procedures performed.*Understanding internal controls and making the decision whether or not to test them.*Issues related to compilations and reviews.*Issues related to employee benefit plans.*Issues related to Government Auditing Standards/Single Audits.*Best practices in documentation. | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Food, Beverage and Entertainment Expensing (Self-Study) (26SS-0191)26SS-0191 | *The 50% deduction for meals that are ordinary and necessary in carrying on a trade or business.*Elimination of the temporary rules that applied for 2021 and 2022 which allowed for 100% deductibility for ordinary and necessary business-related meals.*When meals are still 100% deductible.*IRS rules relating to the nondeducibility of activities considered entertainment or amusement.*What constitutes entertainment/amusement for tax purposes?.*When employers may deduct food and beverages provided to employees.*50% deductibility for occasional employee meals and for overtime meals.*50% deductibility for business meals during business meetings.*Business meals incurred during business travel.*Invoice meals separately from entertainment. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Form 1040 Return Review Boot Camp for New and Experienced Reviewers (Self-Study) (26SS-0192)26SS-0192 | *Key provisions of the recent HR 1, One Big Beautiful Bill Act, have been incorpoated throughout the course.*Review an error-prone "staff-prepared" Form 1040 from client-provided information. Where do you start? Get to know your client and ask the questions.*Several new reporting issues for the reviewer to consider, including the main credit provisions as enacted under the American Rescue Plan.*What are common errors preparers make and what are the areas generating malpractice claims?.*The importance of engagement letters, questionnaires, and Section 7216 permission statement.*Initial administrative groundwork.*Identifying organizing issues in the tax return to be reviewed.*Avoiding "willful blindness." Handling ethical and moral dilemmas.*Efficient review of certain advanced issues for income, adjustments, deductions, and credits.*Effective procedures for delinquent clients, filing past-due tax returns.*First-time client issues requiring extra scrutiny.*Multiple checklists of efficient procedures to identify potential issues on a 1040 return.*Listing of schedules for staff to prepare to make a review easier, including basis issues for 1040 clients.*Reconciling time pressure with thoroughness and quality control.*Professionals acting professionally. | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Form 1040 Return Review Boot Camp for New and Experienced Reviewers (Self-Study) (26SS-0193)26SS-0193 | *Key provisions of the recent HR 1, One Big Beautiful Bill Act, have been incorpoated throughout the course.*Review an error-prone "staff-prepared" Form 1040 from client-provided information. Where do you start? Get to know your client and ask the questions.*Several new reporting issues for the reviewer to consider, including the main credit provisions as enacted under the American Rescue Plan.*What are common errors preparers make and what are the areas generating malpractice claims?.*The importance of engagement letters, questionnaires, and Section 7216 permission statement.*Initial administrative groundwork.*Identifying organizing issues in the tax return to be reviewed.*Avoiding "willful blindness." Handling ethical and moral dilemmas.*Efficient review of certain advanced issues for income, adjustments, deductions, and credits.*Effective procedures for delinquent clients, filing past-due tax returns.*First-time client issues requiring extra scrutiny.*Multiple checklists of efficient procedures to identify potential issues on a 1040 return.*Listing of schedules for staff to prepare to make a review easier, including basis issues for 1040 clients.*Reconciling time pressure with thoroughness and quality control.*Professionals acting professionally. | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Form 1065 Boot Camp: Step-by-Step Preparation With Completed Forms (Self-Study) (26SS-0194)26SS-0194 | *Comprehensive coverage of HR 1, One Big Beautiful Bill Act.*Gain a thorough understanding of federal income tax laws for partnerships and LLCs, from formation to tax return preparation issues.*Filing requirements for Schedules K-2 and K-3.*Who files Form 1065, and who does not file Form 1065.*Tax Basis Capital Account Reporting Requirements.*Trade or Business income and expenses versus Separately Stated Items.*The importance of Schedule M-1.*Partnership distributions -- current or liquidating, cash or property.*How to allocate recourse and nonrecourse debt.*Self-employment tax issues; court cases and trends in tax audits of earnings subject to self-employment taxes.*Complete coverage of any new legislation enacted before presentation.*Section 163(j) limitations.*Mastering two common tax forms, Depreciation (4562) and Sale of Assets (4797).*Final regulations on Section 168(k).*Partnership reporting oddities.*Accurately preparing partnership returns and reconciling book income to taxable income.*The Centralized Audit Regime under the Bipartisan Budget Act of 2015. | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Form 1065 Boot Camp: Step-by-Step Preparation With Completed Forms (Self-Study) (26SS-0195)26SS-0195 | *Comprehensive coverage of HR 1, One Big Beautiful Bill Act.*Gain a thorough understanding of federal income tax laws for partnerships and LLCs, from formation to tax return preparation issues.*Filing requirements for Schedules K-2 and K-3.*Who files Form 1065, and who does not file Form 1065.*Tax Basis Capital Account Reporting Requirements.*Trade or Business income and expenses versus Separately Stated Items.*The importance of Schedule M-1.*Partnership distributions -- current or liquidating, cash or property.*How to allocate recourse and nonrecourse debt.*Self-employment tax issues; court cases and trends in tax audits of earnings subject to self-employment taxes.*Complete coverage of any new legislation enacted before presentation.*Section 163(j) limitations.*Mastering two common tax forms, Depreciation (4562) and Sale of Assets (4797).*Final regulations on Section 168(k).*Partnership reporting oddities.*Accurately preparing partnership returns and reconciling book income to taxable income.*The Centralized Audit Regime under the Bipartisan Budget Act of 2015. | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Form 1120-S Boot Camp: Step-by-Step Preparation With Completed Forms (Self-Study) (26SS-0196)26SS-0196 | *Federal income tax laws for S Corporations, from formation to tax return preparation issues.*Key operational issues of separately stated versus non-separately stated income and expenses.*The importance of Schedule M-1.*Accurately accounting for basis, AAA, and distributions.*Properly preparing and allocating items on Schedule K-1.*Reporting requirements for Schedules K-2 and K-3, including filing exceptions.*Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations.*Identification of eligible shareholders.*Requirements to make a timely or late election.*Involuntary S Corporation status terminations, cases and rulings, and other developing issues and hot topics.*Mastering Forms 4562 ("Depreciation and Amortization") and 4797 ("Sales of Business Property").*S Corporation reporting oddities.*Accurately preparing S Corporation returns and reconciling book income with taxable income. | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Forms 1120-S and 1065 Return Review Boot Camp for New and Experienced Reviewers (Self-Study) (26SS-0197)26SS-0197 | *Reviews of portions of error-prone "staff-prepared" Forms 1120-S and 1065 from client-provided information.*What are common errors preparers make and what are the areas generating malpractice claims?*Initial administrative groundwork.*The importance of Schedule M-1. Learn how various schedules are related and learn how to self-review.*Reporting requirements and filing exceptions for Schedules K-2 and K-3.*Don't fall prey to reporting oddities.*When can seemingly separately stated Schedule K items actually be trade or business items to report on Forms 1120-S or 1065?.*Form 1120-S - What exactly is terminating S elections today? How do I recognize a second class of stock? Maintaining shareholder basis schedules; beware of final IRS regulations regarding "open debt"; the default method of calculating basis versus the election under Section 1367; can an S Corporation distribute earnings and profits from C Corporation years?*Form 1065 - New tax reporting requirement for partners' capital balances.*Why use Section 704(b) to maintain capital accounts; Section 704(c) regulations for preventing the shifting of tax consequences among partners or members; allocating recourse, nonrecourse, and qualified nonrecourse debt; a review of Section 754 step-up in basis rules.*Multiple checklists of efficient procedures to identify potential issues on an 1120-S or 1065 tax return.*Major provisions of HR 1, One Big Beautiful Bill Act (OBBBA), relevant to course material have been included throughout. | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Forms 1120-S and 1065 Return Review Boot Camp for New and Experienced Reviewers (Self-Study) (26SS-0198)26SS-0198 | *Reviews of portions of error-prone "staff-prepared" Forms 1120-S and 1065 from client-provided information.*What are common errors preparers make and what are the areas generating malpractice claims?.*Initial administrative groundwork.*The importance of Schedule M-1. Learn how various schedules are related and learn how to self-review.*Reporting requirements and filing exceptions for Schedules K-2 and K-3.*Don't fall prey to reporting oddities.*When can seemingly separately stated Schedule K items actually be trade or business items to report on Forms 1120-S or 1065?.*Form 1120-S - What exactly is terminating S elections today? How do I recognize a second class of stock? Maintaining shareholder basis schedules; beware of final IRS regulations regarding "open debt"; the default method of calculating basis versus the election under Section 1367; can an S Corporation distribute earnings and profits from C Corporation years?.*Form 1065 - New tax reporting requirement for partners' capital balances.*Why use Section 704(b) to maintain capital accounts; Section 704(c) regulations for preventing the shifting of tax consequences among partners or members; allocating recourse, nonrecourse, and qualified nonrecourse debt; a review of Section 754 step-up in basis rules.*Multiple checklists of efficient procedures to identify potential issues on an 1120-S or 1065 tax return.*Major provisions of HR 1, One Big Beautiful Bill Act (OBBBA), relevant to course material have been included throughout. | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Forms 7217 and 7203 (Self-Study) (26SS-0199)26SS-0199 | *Tax treatment of partnership distributions to partners of cash and property other than cash.*Basis of property received in a partnership distribution.*Executive Order 14219 withdrawing the IRS's new regulations regarding basis shifting.*Organization and structure of the new Form 7217.*Who must file Form 7203.*Determining the S Corporation shareholder's initial basis in his or her stock.*Basis limitations on partnership losses and deductions.*Organization and structure of Form 7203 -- understanding the three parts of Form 7203.*Filing criteria for Form 7203.*Calculating an S Corporation shareholder's share of S Corporation deductions and credits.*Understanding stock and debt basis. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Foundations of Cybersecurity for Financial Professionals (Self-Study) (26SS-0200)26SS-0200 | *Financial professionals' roles in cybersecurity risk management.*Foundational terminology and principles (e.g., risk management, threat actors).*Real-world case studies of cybersecurity strategies in financial settings.*Integrating cybersecurity into financial reporting and compliance.*Understanding the dynamic cybersecurity threat environment. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities (Self-Study) (26SS-0201)26SS-0201 | *The OBBBA.*Tier 1: Basis limitations for S Corporation shareholders and partners.*Tier 2: Section 465 at-risk limitations for S Corporation shareholders and partners, including the impact of debt, indemnities, guarantees, and shareholder/partner agreements.*Tier 3: Section 469 passive loss limitations and exceptions to the limitations.*Tier 4: The excess business loss limitation of the Tax Cuts and Jobs Act of 2017 (new Section 461(l)), American Rescue Plan Act, and Inflation Reduction Act. | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities (Self-Study) (26SS-0202)26SS-0202 | *The OBBBA.*Tier 1: Basis limitations for S Corporation shareholders and partners.*Tier 2: Section 465 at-risk limitations for S Corporation shareholders and partners, including the impact of debt, indemnities, guarantees, and shareholder/partner agreements.*Tier 3: Section 469 passive loss limitations and exceptions to the limitations.*Tier 4: The excess business loss limitation of the Tax Cuts and Jobs Act of 2017 (new Section 461(l)), American Rescue Plan Act, and Inflation Reduction Act. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Fraud 101: Understanding Basic Fraud Schemes (Self-Study) (26SS-0203)26SS-0203 | *Common embezzlement schemes.*Common financial statement fraud schemes.*Commonly missed red flags. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Fraud Basics: Protecting the Company Till (Self-Study) (26SS-0204)26SS-0204 | *The price of fraud - ACFE's Report to the Nations and ancillary costs.*The current economy - microeconomics and analysis.*COSO internal control framework, particularly Principle 1 (integrity/ethics) and Principle 8 (fraud risk assessments).*Power of morale - shrinking the fraud triangle and employee motivation.*Why good folks go bad - interesting findings and red flags. | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Fraud Basics: Protecting the Company Till (Self-Study) (26SS-0205)26SS-0205 | *The price of fraud - ACFE's Report to the Nations and ancillary costs.*The current economy - microeconomics and analysis.*COSO internal control framework, particularly Principle 1 (integrity/ethics) and Principle 8 (fraud risk assessments).*Power of morale - shrinking the fraud triangle and employee motivation.*Why good folks go bad - interesting findings and red flags. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Fraud Case Studies: Schemes and Controls (Self-Study) (26SS-0206)26SS-0206 | *Recent fraud cases.*Common fraud schemes perpetrated by those within and outside victim organizations.*Consider the lessons learned.*Best practices to further our fraud prevention. | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Fraud Case Studies: Schemes and Controls (Self-Study) (26SS-0207)26SS-0207 | *Recent fraud cases.*Common fraud schemes perpetrated by those within and outside victim organizations.*Consider the lessons learned.*Best practices to further our fraud prevention. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Fraud Environment (Self-Study) (26SS-0208)26SS-0208 | *Statistics compiled by the ACFE related to fraud.* Professional responsibilities to identity, respond to and report fraudulent activity.*The current fraud landscape, including who commits fraud, how and why they commit it and how they are detected. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Fraud in Single Audits (Self-Study) (26SS-0209)26SS-0209 | *Study real-life misappropriations involving federal awards and how they were carried out.*The backgrounds, motivations and methodologies of the fraudsters.*Brainstorm where things went wrong that allowed the frauds to occur without prevention or detection. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Fraud Risk Assessment Basics (Self-Study) (26SS-0210)26SS-0210 | *Explain the expectation gap with financial statement users regarding the auditor's responsibilities for preventing and detecting fraud.*Fraud inquiries and engagement team discussion points.*Identifying and responding to fraud risk on an audit.*Testing journal entries and other tests for management override.*Fraud communications. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's From Numbers to Narratives: Mastering Data Analysis for CPAs (Self-Study) (26SS-0211)26SS-0211 | *The evolving role of CPAs in a data-driven world.*Why data analysis matters for CPAs.*Key data analysis skis and concepts for CPAs.*Leveraging Microsoft 365 tools for data analysis.*Building a data analytics mindset. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Fundamentals of Internal Controls (Self-Study) (26SS-0212)26SS-0212 | *Gaining an understanding of the evolution of internal controls.*Components of the COSO Internal Control - Integrated Framework.*Approaches for documenting and evaluating the design and implementation of internal control over financial reporting.*Critical elements of entity-level and transactional-level controls covering all assertions.*Internal controls that are responsive to the risk of fraud.*Case studies related to identifying deficiencies in internal control documentation. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Fundamentals of Public Charity Taxation and Form 990 (Self-Study) (26SS-0213)26SS-0213 | *Organization and structure of Form 990.*Form 990 and its various schedules.*Form 990 filing requirements.*The public support tests.*Taxation of unrelated business income.*Compensation-related reporting issues.*Potential changes in the income taxation of not-for-profit organizations. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's GAAP Hot Topics: What You Need to Know (Self-Study) (26SS-0214)26SS-0214 | *An overview of key accounting and reporting topics within U.S. GAAP.*A discussion of accounting for business combinations, revenue recognition principles, and leasing transfers.*Goodwill impairment, segment reporting, and how to account for software.*Requirements related to accounting changes and error corrections. | |
| Self-Study | | Downloadable PDF | 16 CPE (16 tech, 0 non-tech) | |
| Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers (Self-Study) (26SS-0215)26SS-0215 | *Latest state of the economy.*Expense control that works.*Understanding our changing workforce and working environment.*Financial risk analysis.*Enterprise risk management.*Improving bank relationships. | |
| Self-Study | | On-Demand | 4 CPE (2 tech, 2 non-tech) | |
| Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers (Self-Study) (26SS-0216)26SS-0216 | *Latest state of the economy.*Expense control that works.*Understanding our changing workforce and working environment.*Artificial intelligence.*Financial risk analysis.*Enterprise risk management, including looking at AI.*Improving bank relationships. | |
| Self-Study | | Downloadable PDF | 4 CPE (2 tech, 2 non-tech) | |
| Surgent's General Ethics for Tax Practitioners (Self-Study) (26SS-0217)26SS-0217 | *Who is a tax practitioner?*What responsibilities does the Office of Professional Responsibility regulate?*What limitations does the IRS place on fee arrangements?*What duties does the practitioner have with respect to client records?*What limitations apply with respect to a written tax opinion?*What sanctions may be applied for violations of Service-imposed standards of conduct?*NEW: The IRS Office of Professional Responsibility clarifies role of In-House Professionals under Circular 230. | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Generative AI and Cybersecurity: Opportunities and Threats (Self-Study) (26SS-0218)26SS-0218 | *Generative AI applications in cybersecurity (e.g., threat detection, automation).*AI-enabled cyber threats, including phishing, deepfakes, and malware.*Real-world incidents involving AI-related cybersecurity challenges.*Proactive strategies for leveraging generative AI in cybersecurity.*Regulatory and ethical implications of generative AI in financial cybersecurity. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Generative AI in Accounting and Prompt Engineering (Self-Study) (26SS-0219)26SS-0219 | *Principles of generative AI vs. non-generative AI.*Common use cases of generative AI in accounting.*Current use, limitations, and risks of genAI.*Real-world applications in audits and financial reporting.*Understanding the risks and challenges (e.g., data privacy, accuracy).*Supervision and governance of genAI tools in accounting.*Best practices for prompt engineering.*Crafting effective prompts for generative AI.*Exploring examples of impactful and efficient prompts.*Ensuring ethical and responsible prompt design.*Common prompt engineering techniques.*Zero-shot, few-shot, and chain-of-thought prompting.*The interview pattern and tree-of-thought approaches.*Practical examples and hands-on prompt creation.*Tools for prompt engineering. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Get Started With Power BI (Self-Study) (26SS-0220)26SS-0220 | *Introduction to the Power BI ecosystem, including Excel's Power BI features (Power Pivot and Power Query) and standalone tools (Power BI Desktop, Power BI Service, Power BI Report Builder, and Power BI Report Server).*Introduction to the interfaces of Power Pivot, Power Query, Power BI Desktop, and Power BI Services.*Strengths and limitations of Excel's Power BI features versus standalone Power BI tools.*Deciding when to use each tool for optimal efficiency and accuracy in data analysis tasks. | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Getting Ahead: The Art of Marketing for CPAs (Self-Study) (26SS-0221)26SS-0221 | *Challenges of marketing CPA firms.*Developing marketing strategy.*Elements of a marketing plan.*Example: CPA firm marketing plan.*Marketing regulatory/AICPA issues.*Picking the right marketing channels.*Marketing channel statistical analysis.*Developing marketing metrics. | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (Self-Study) (26SS-0222)26SS-0222 | *Timely coverage of breaking tax legislation.*Comprehensive coverage of the One Big Beautiful Bill Act (OBBBA).*The latest IRS guidance on recent tax legislation.*Hot developments affecting the upcoming tax season.*Review of new laws and changes in forms to provide a familiarity for the upcoming tax season.*Key new tax and practice developments and how they impact the current-year tax forms for individuals. | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (Self-Study) (26SS-0223)26SS-0223 | *Timely coverage of breaking tax legislation.*Comprehensive coverage of the One Big Beautiful Bill Act (OBBBA).*The latest IRS guidance on recent tax legislation.*Hot developments affecting the upcoming tax season.*Review of new laws and changes in forms to provide a familiarity for the upcoming tax season.*Key new tax and practice developments and how they impact the current-year tax forms for individuals. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Getting Ready for Busy Season: Review Individual Tax Form Changes (Self-Study) (26SS-0224)26SS-0224 | *Major 2025 tax form changes as they relate to individual taxpayers.*Key new tax developments as they relate to 2025 and how they impact the 2025 tax forms. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Going Concern Accounting and Reporting Considerations (Self-Study) (26SS-0225)26SS-0225 | *Current FASB accounting standards related to going concern, including the new requirements of ASU 2014-15.*Evaluating risk of material misstatement in financial reports related to improper presentation and disclosure of going concern uncertainty.*The responsibility of an independent accountant for evaluating going concern uncertainty under various levels of engagement to perform attest and nonattest services.*New requirements of SAS No. 132 and SSARS No. 24 related to an auditor's responsibility for considering going concern uncertainty? | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Going Out on Your Own: Entity Types and Accounting Methods (Self-Study) (26SS-0226)26SS-0226 | *Financial planning pyramid.*What to consider when picking an entity.*Single member LLC vs. sole proprietorship.*Corporations - S vs. C.*Double taxation. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Goodwill Impairment Basics (Self-Study) (26SS-0227)26SS-0227 | *Goodwill impairment testing.*FASB accounting and reporting requirements related to goodwill.*ASC Topic 350-20.*Goodwill disclosure requirements. | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Goodwill Impairment: An Essential Guide (Self-Study) (26SS-0228)26SS-0228 | *Initial recognition of goodwill.*Subsequent measurement requirements including the accounting alternative allowed for certain eligible entities.*Disclosure requirements for goodwill. | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Governing Agentic AI: Cybersecurity, Data and Risk (Self-Study) (26SS-0229)26SS-0229 | *Cyber risks: prompt injection, drift, model manipulation, data leakage.*Red-teaming and simulation exercises (CSA, IBM frameworks).*Controls mapping: COSO, SOX, and NIST AI RMF.*Regulatory context: GDPR, CCPA, EU AI Act, SEC guidance.*Platform security discussion and comparisons. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Government and Nonprofit Frauds and Controls to Stop Them (Self-Study) (26SS-0230)26SS-0230 | *Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds.*Consider and develop controls to stop fraud.*Tailor controls to the size and fit of the government or nonprofit. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Government and Nonprofit Frauds and Controls to Stop Them (Self-Study) (26SS-0231)26SS-0231 | *Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds.*Identify and develop practical controls to prevent and detect fraud.*Tailor controls to the size and fit of the government or nonprofit. | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Guide and Update to Compilations, Reviews and Preparations (Self-Study) (26SS-0232)26SS-0232 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services.*SSARS No. 22, Compilation of Pro Forma Financial Information.*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services - 2018.*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions.*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance with Statements on Standards for Accounting and Review Services.*SSARS No. 27, Applicability of AR-C Section 70 to Financial Statements Prepared as Part of a Consulting Services Engagement.*Sample comprehensive engagement work programs for preparation, compilation, and review engagements. | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Guide and Update to Compilations, Reviews and Preparations (Self-Study) (26SS-0233)26SS-0233 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services.*SSARS No. 22, Compilation of Pro Forma Financial Information.*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services - 2018.*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions.*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance with Statements on Standards for Accounting and Review Services.*SSARS No. 27, Applicability of AR-C Section 70 to Financial Statements Prepared as Part of a Consulting Services Engagement.*Sample comprehensive engagement work programs for preparation, compilation, and review engagements. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Guide to Calculating S Corporation Shareholder Stock and Loan Basis (Self-Study) (26SS-0234)26SS-0234 | *Introduction to Form 7203.*Introduction to the calculation of stock basis.*Introduction to the calculation of loan basis.*Taxable and nontaxable S Corporation distributions to shareholders.*The election to reduce basis by deductible losses and expenses before reducing basis by nondeductible expenses. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Guide to Partner Capital Account Reporting (Self-Study) (26SS-0235)26SS-0235 | *How a partner's outside basis and capital account differ.*Reconciling Schedule M-2 Form 1065 with Partnership K-1 Schedule L.*IRS requirement to report partner tax basis on the transactional approach.*Implications if a capital account is negative.*Deficit restoration accounts and qualified income offsets.*Modified outside basis method and modified previously taxed capital method.*Determining a partner's beginning capital account.*Beginning capital account for partnerships and partners consistently reporting on the tax basis.*The two types of adjustments under 754 and how 743 and 734 require different capital account presentations. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Guide to Payroll Taxes and 1099 Issues (Self-Study) (26SS-0236)26SS-0236 | *Statutory employees, independent contractors, and possible changes to Section 530 relief.*Using SS-8.*Payroll Tax Penalties -- Who is a responsible person?*Forms W-2, 1099, 1099-NEC, SS-8, W-4, 941, and Form 940 reporting/deposit requirements and due dates.*Understanding payroll tax responsibilities in the gig economy. | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Guide to Payroll Taxes and 1099 Issues (Self-Study) (26SS-0237)26SS-0237 | *Statutory employees, independent contractors, and possible changes to Section 530 relief.*Using SS-8.*Payroll Tax Penalties -- Who is a responsible person?.*Forms W-2, 1099, 1099-NEC, SS-8, W-4, 941, and Form 940 reporting/deposit requirements and due dates.*Understanding payroll tax responsibilities in the gig economy. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Guide to the AICPA Quality Management Standards (Self-Study) (26SS-0238)26SS-0238 | *Quality management standards.*SAS 146, SSARS No. 26, and SSAE 23.*Risk assessment, which forms the basis of the SQM.*Monitoring and evaluating the SQM. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Guide to the Topic 606 Revenue Recognition Model for All CPAs (Self-Study) (26SS-0239)26SS-0239 | *Topic 606, Revenue from Contracts with Customers, including recently issued ASUs impacting Topic 606.*The FASB's new five-step revenue recognition model, including hands-on examples and illustrations of the new guidance.*Presentation and disclosure requirements.*Accounting considerations related to COVID-19-driven changes to revenue recognition processes.*Lessons learned and best practices for improving business processes related to revenue recognition going forward. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Guide to the Topic 606 Revenue Recognition Model for All CPAs (Self-Study) (26SS-0240)26SS-0240 | *Topic 606, Revenue from Contracts with Customers, including recently issued ASUs impacting Topic 606.*The FASB's five-step revenue recognition model, including hands-on examples and illustrations of the new guidance.*Presentation and disclosure requirements.*Accounting considerations related to geopolitical events and changes to revenue recognition processes.*Lessons learned and best practices for improving business processes related to revenue recognition going forward.*The results and findings of the final (stage 3) FASB PIR Report addressing ASC 606. | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Guide to Understanding the At‑Risk Basis Rules and Forms 6198 and 7203 (Self-Study) (26SS-0241)26SS-0241 | *Basis and at-risk basis.*How to calculate the amount of annual at-risk basis.*Forms 6198 and 7203.*When activities may be aggregated for at-risk purposes.*Qualified nonrecourse financing. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Handbook for Mastering Basis, Distributions and Loss Limitation Issues for S Corporations, LLCs and Partnerships (Self-Study) (26SS-0242)26SS-0242 | *Timely coverage of breaking tax legislation.*Applicable coverage of any basis considerations within any recent tax legislation .*Passthrough basis calculations required as attachments to certain individual returns.*Executor's form for disclosing basis in certain distributed property; what about the basis of a property distribution from a trust?*How Section 179 limitations affect basis and how tax-benefit rule is applied.*Basis implications of personal assets converted to business use.*How to calculate basis of inherited qualified and joint tenancy property.*Tax basis capital account reporting requirements.*S Corporations: Beware of final IRS regulations regarding "open debt"; determine how to calculate basis; worksheets are included; understand the effect of stock basis and debt basis and IRS's recent focus on "at-risk basis" for shareholders; recognize how AAA applies or doesn't apply to S Corporations; learn to apply the complex basis ordering rules and special elections that can have a big tax result; discuss loss limitation rules in depth; when you can have a taxable dividend in an S Corporation; understand distributions of cash and property; understand the post-termination transition rules, and temporary post-termination rules for eligible corporations, which will be important for S Corps returning to C Corps.*LLCs and partnerships: Learn the detailed rules of Section 704 for preventing the shifting of tax consequences among partners or members; learn to calculate basis under Section 704 & for "at-risk" under Section 465; recognize how recourse, nonrecourse, and qualified nonrecourse debt can create significantly different tax results; learn the difference between basis and "at-risk basis"; review Section 754 step-up in basis rules; the economic effect equivalence test or "dumb-but-lucky" rule; learn to apply the complex rules of distribution of cash vs. property, and the basis treatment of charitable contributions and foreign taxes paid. | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Handbook for Mastering Basis, Distributions and Loss Limitation Issues for S Corporations, LLCs and Partnerships (Self-Study) (26SS-0243)26SS-0243 | *Timely coverage of breaking tax legislation.*Applicable coverage of any basis considerations within any recent tax legislation .*Passthrough basis calculations required as attachments to certain individual returns.*Executor's form for disclosing basis in certain distributed property; what about the basis of a property distribution from a trust?.*How Section 179 limitations affect basis and how tax-benefit rule is applied.*Basis implications of personal assets converted to business use.*How to calculate basis of inherited qualified and joint tenancy property.*Tax basis capital account reporting requirements.*S Corporations: Beware of final IRS regulations regarding "open debt"; determine how to calculate basis; worksheets are included; understand the effect of stock basis and debt basis and IRS's recent focus on "at-risk basis" for shareholders; recognize how AAA applies or doesn't apply to S Corporations; learn to apply the complex basis ordering rules and special elections that can have a big tax result; discuss loss limitation rules in depth; when you can have a taxable dividend in an S Corporation; understand distributions of cash and property; understand the post-termination transition rules, and temporary post-termination rules for eligible corporations, which will be important for S Corps returning to C Corps.*LLCs and partnerships: Learn the detailed rules of Section 704 for preventing the shifting of tax consequences among partners or members; learn to calculate basis under Section 704 & for "at-risk" under Section 465; recognize how recourse, nonrecourse, and qualified nonrecourse debt can create significantly different tax results; learn the difference between basis and "at-risk basis"; review Section 754 step-up in basis rules; the economic effect equivalence test or "dumb-but-lucky" rule; learn to apply the complex rules of distribution of cash vs. property, and the basis treatment of charitable contributions and foreign taxes paid. | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Handling Difficult People (Self-Study) (26SS-0244)26SS-0244 | *Be familiar with the nature and sources of difficult behaviors in the workplace, as well as strategies for addressing them.*Understand a proven formula for handling difficult people.*Utilize a problem-solving model to brainstorm strategies for working effectively with challenging individuals.*Implement a step-by-step process to resolve conflicts between yourself and others within your organization.*Apply the hostility curve as a tool to maintain control in situations involving angry or upset individuals.*Implement new strategies for managing your emotions in difficult interactions.*Understand the impact of attitude on interactions with others.*Create a personalized action plan for applying course strategies in your workplace. | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's HIPAA: What Accountants and Other Practitioners Need to Know (Self-Study) (26SS-0245)26SS-0245 | *A basic overview of the requirements imposed by HIPAA on professionals.*What businesses and individuals are subject to HIPAA.*Best practices for HIPAA compliance.*Issues unique to accounting and finance professionals concerning HIPAA.*Recognize common areas of liability under HIPAA. | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Hiring and Firing of Employees: What You Can and Cannot Do (Self-Study) (26SS-0246)26SS-0246 | *Employment at will -- what this means in a practical sense.*Implied employment contracts.*What a prospective employer can ask about, and test for, during employment interviews.*Federal anti-discrimination rules applicable to hiring and firing.*How to fire an employee and not get sued. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Home Office Rules (Self-Study) (26SS-0247)26SS-0247 | *Calculating the home office deduction.*Actual expense method.*Simplified expense method.*Definition of a home for purposes of the home office deduction.*Whether working-from-home employees can claim a home office deduction.*What is a "separate, identifiable space?*The "regularly and exclusively used" rule.*Defining a "principal place of business."*Meeting clients, patients, and customers.*More than one trade or business.*Special rules that apply to daycare providers.*Separate, free-standing structures.*Depreciating the home. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Hot IRS Tax Examination Issues for Individuals and Businesses (Self-Study) (26SS-0248)26SS-0248 | *Criteria that the IRS uses to select returns for examination.*Recognizing the 30-day letter and the 90-day letter, including what the taxpayer's responsibilities are.*What to do when there is tax-related identity theft.*Understanding substantiation requirements for travel, charitable contributions, vehicles, meals, virtual currency considerations, and tax-related identity theft.*Gaining an in-depth understanding of IRS hot examination issues including passive loss rules, real estate professional status, and the Section 199A provisions as they pertain to rental real estate.*Identify how the IRS holds persons other than an employer liable for unpaid payroll taxes, a.k.a., the trust fund recovery penalty.*Understanding IRS Audit Techniques Guides and Compliance Campaigns.*Distinguishing an S Corporation officer's reasonable compensation issues. | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's How Can I Spot Fraud? A Review of Fraud Detection and Prevention Techniques (Self-Study) (26SS-0249)26SS-0249 | *Common fraud prevention strategies.*Common fraud detection methods. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's How to Account for Internal-Use Software Arrangements (Self-Study) (26SS-0250)26SS-0250 | *Development costs that should and should not be capitalized.*How these costs are amortized and how they are tested for impairment.*Presentation and disclosure requirements. | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's How to Effectively Represent Clients Under IRS Audit (Self-Study) (26SS-0251)26SS-0251 | *Why the IRS selects a tax return for audit.*What happens when the taxpayer disagrees with the results of the audit.*IRS employees who interact with taxpayers during an audit.*FATCA audits.*Types of IRS examinations.*Potential IRS audit outcomes.*Substitute for returns.*Large Partnership Compliance Program.*IRS's shift in audit strategies.*Responding to IRS Notices online.*Audits of high income and high net-worth individuals.*The Bipartisan Budget Act of 2015 (BBA) and its impact on auditing partnerships.*IRS Letters of Concern. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's How to Settle a Client's Estate (Self-Study) (26SS-0252)26SS-0252 | *Issues involved when settling an estate - marshaling of assets, payment of creditors, and distribution and accounting to beneficiaries.*Explaining the needs and limitations of durable powers of attorney, health care directives, and living wills.*Why a will is probated, and on what grounds it may be challenged.*Comprehensive checklists on how to read a will, duties of an executor and trustee, and much more.*Identification and report of estate assets.*What to do and what not to do as a fiduciary, executor, or trustee - duty of care, investment, informing, payment of debts and taxes, & defending a will contest.*How executors and trustees interact with beneficiaries.*Elective shares, and when a spouse might make that choice.*What a trustee needs to know about incompetents and minors.*Rights of creditors, third parties, and beneficiaries.*Key issues in transferring property to a trust and from a trust or estate to a beneficiary.*Identifying income, estate, and inheritance taxes.*Fiduciary accounting - principal and income concepts.*An introduction to drafting an account, and why it is relevant.*Administration of revocable trusts.*Estate basis reporting. | |
| Self-Study | | Downloadable PDF | 10 CPE (10 tech, 0 non-tech) | |
| Surgent's How to Settle an Estate: An Overview (Self-Study) (26SS-0253)26SS-0253 | *Process of estate administration, including the basics of creating the estate, the role of the executor, and how to probate a will.*Steps to take immediately upon the death of the decedent and the importance of inventorying the estate assets.*Problems associated with the distribution of estate assets.*Utilizing family settlement agreements. | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Implementing Subscription Pricing to Your Practice (Self-Study) (26SS-0254)26SS-0254 | *The basics of subscription pricing.*Pricing strategies, with an eye toward a modern model for your business.*How to implement subscription pricing.*The need to look back and assess the financial impact of the implementation.*How to manage customer retention.*The optimum subscription pricing for your business. | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Improve Design and Productivity With Excel Tables (Self-Study) (26SS-0255)26SS-0255 | *What are Excel tables are and why are they important?*How to create Excel Tables from scratch.*The art of sorting and filtering data within Excel tables to quickly identify patterns, trends, and outliers.*How Excel tables use structured reference formulas to create accurate calculations.*How Excel tables increase spreadsheet creation productivity. | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Improve Spreadsheets by Building Controls in Excel (Self-Study) (26SS-0256)26SS-0256 | *Best practices when designing spreadsheets.*Creating a proper worksheet structure.*Using Excel's built-in features to find errors.*Creating custom controls to prevent and find errors.*Using links to quickly move to controls.*Using conditional formatting to highlight errors. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Improving Your Profits: Identifying Cost Cutting Opportunities (Self-Study) (26SS-0257)26SS-0257 | *What keeps companies from becoming streamlined?*Behavioral biases.*Information processing biases.*Emotional biases.*How to deal with behavioral biases.*Connecting behavioral biases to cost cutting.*Creating a culture of cost cutting.*Rules of thumb for cost cutting.*Managing headcount.*Post-COVID common areas of excess cost.*Budgeting techniques.*Budget variances.*Benchmarking.*Common size financial statements.*Horizontal analysis.*Negotiation and contracting techniques.*Cash flow and the business cycle. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Incident Response and Case Studies in AI-powered Cybersecurity (Self-Study) (26SS-0258)26SS-0258 | *Frameworks for incident response (e.g., NIST Cybersecurity Framework).*Case studies of notable AI-powered cybersecurity incidents (e.g., ransomware, data breaches).*Practical tips for financial professionals to manage crises.*Post-incident analysis and lessons learned.*Building organizational resilience through continuous improvement. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Increase Success by Understanding People (Self-Study) (26SS-0259)26SS-0259 | *How to analyze others through simple observation.*A proven model to understand and predict behavior.*Why assertiveness is neither good nor bad.*What behaviors to expect from different personality types.*Why do I act like I do?*Correcting employee issues in a new and better way. | |
| Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | |
| Surgent's Increase the Efficiency of Your Organization (Self-Study) (26SS-0260)26SS-0260 | *Proven ways to measure costs in relation to objectives.*Develop methods to measure company and department objectives.*Use ratios to measure and improve efficiency.*Develop an incentive system that rewards efficiency. | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Individual and Financial Planning Tax Camp (Self-Study) (26SS-0261)26SS-0261 | *Reading a tax return for developing client-specific tax strategies.*Changes to the lifetime estate tax exemption considering proposed regulations.*The net investment income tax: planning for compliance.*Family income-splitting strategies that need to be considered.*Income tax issues: impact on timing of other income.*Selling a principal residence.*Two principal residences at the same time.*Use of life insurance to protect families: Whole Life Insurance, Term Life Insurance, Universal Life Insurance, and Variable Life Insurance.*Using Roth IRAs and Roth contribution programs to best advantage.*Conversions: do they still make sense?*Taking distributions: matching timing to client requirements.*Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed.*Social Security - the latest on the looming solvency crisis.*Incentive Stock Options and Employee Stock Purchase Plan considerations.*What to do about itemized deductions.*Trans-generational planning: conversions, income, and gain-splitting.*Tax benefits of HSAs and other tax-advantaged accounts.*Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future.*Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement.*Best financial planning ideas for young people. | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Individual and Financial Planning Tax Camp (Self-Study) (26SS-0262)26SS-0262 | *Reading a tax return for developing client-specific tax strategies.*Changes to the lifetime estate tax exemption considering proposed regulations.*The net investment income tax: planning for compliance.*Family income-splitting strategies that need to be considered.*Income tax issues: impact on timing of other income.*Selling a principal residence.*Two principal residences at the same time.*Use of life insurance to protect families: Whole Life Insurance, Term Life Insurance, Universal Life Insurance, and Variable Life Insurance.*Using Roth IRAs and Roth contribution programs to best advantage.*Conversions: do they still make sense?.*Taking distributions: matching timing to client requirements.*Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed.*Social Security - the latest on the looming solvency crisis.*Incentive Stock Options and Employee Stock Purchase Plan considerations.*What to do about itemized deductions.*Trans-generational planning: conversions, income, and gain-splitting.*Tax benefits of HSAs and other tax-advantaged accounts.*Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future.*Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement.*Best financial planning ideas for young people. | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Individual Income Tax Fundamentals (Self-Study) (26SS-0263)26SS-0263 | *Effects of recent legislation, including The One Big Beautiful Bill Act.*SECURE Act 2.0.*The Qualified Business Income deduction .*Filing information, filing status, personal exemptions, dependents, the standard deduction, etc..*Wages and salaries.*Interest income, dividend income, mutual funds, Social Security.*Figuring tax.*Basic income tax preparation, Form 1040, and Schedules 1 - 3.*Capital gains and losses.*Medical and dental expenses, charitable contributions.*IRA contributions and distributions.*Distributions from qualified retirement plans, pensions, and annuities.*Profit and loss from business or profession and self-employment tax.*Depreciation.*Rental income and expenses.*Preparation of Schedules A, B, C, D, E, and Forms 4562, 4797, and more. | |
| Self-Study | | Downloadable PDF | 20 CPE (20 tech, 0 non-tech) | |
| Surgent's Individual Income Tax Return Preparation for the Non-Credentialed Tax Preparer (Self-Study) (26SS-0264)26SS-0264 | *Effects of recent legislation, including the recently enacted One Big Beautiful Bill Act.*SECURE Act 2.0.*Filing information, filing status, personal exemptions, dependents, the standard deduction, etc.*Dependents and income.*Wages and salaries.*Credits, withholding, estimated tax, and basic return preparation.*Capital gains and losses.*Itemized deductions. | |
| Self-Study | | Downloadable PDF | 10 CPE (10 tech, 0 non-tech) | |
| Surgent's Individual Income Tax Update (Self-Study) (26SS-0265)26SS-0265 | *Comprehensive coverage of individual provisions of the One Big Beautiful Bill Act, including but not limited to:-TCJA provisions made permanent.-New tip income deduction.-New overtime pay deduction.-New car loan interest deduction.-New temporary senior deduction.-Expanded SALT cap.-Trump Accounts.*Real Estate professional requirements.*Review of pertinent cases and rulings affecting taxpayers.*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more.*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas. | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Individual Tax Planning Ideas (Self-Study) (26SS-0266)26SS-0266 | *Comprehensive coverage of the One Big Beautiful Tax Bill Act.*Reading a tax return for developing client-specific tax strategies.*Changes to the lifetime estate tax exemption considering proposed regulations.*Retirement planning in light of IRA and RMD changes.*Review of pertinent changes from recent legislation.*Reading a tax return for developing client-specific tax strategies.*Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future.*Compensation and fringe benefit issues.*Identify clients with net investment income tax problems and the potential ways to reduce or eliminate them.*All in the family: Tax tactics for spouses, children, and parents. | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Information Security and Privacy (Self-Study) (26SS-0267)26SS-0267 | *Covered entities and permitted uses and disclosures.*NIST framework.*Threat agents and attacks.*Cybersecurity risks.*Threat modeling and threat landscape.*Vulnerability management.*Layered security and defense-in-depth.*Protection of confidential data. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Innovative Forecasting and Budgeting: Moving Beyond the Traditional Techniques (Self-Study) (26SS-0268)26SS-0268 | *Building change into the planning process.*Sales/income plan.*Intermediate planning.*Technology plan.*Capital equipment planning.*One-year operating plan.*Monthly planning.*Cash plan.*Risk plan. | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Integrated Planning, Forecasting and Budgeting for Organizational Success (Self-Study) (26SS-0269)26SS-0269 | *The keys that develop a plan into an actionable document.*The major difference between planning and budgeting.*Strategic planning.*The business plan.*The people plan.*The marketing plan.*Capital and technology plans. | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Integrated Planning, Forecasting and Budgeting for Organizational Success (Self-Study) (26SS-0270)26SS-0270 | *The keys that develop a plan into an actionable document.*The major difference between planning and budgeting.*Strategic planning.*The business plan.*The people plan.*The marketing plan.*Capital and technology plans. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Internal Controls and COSO in a Post-COVID Landscape (Self-Study) (26SS-0271)26SS-0271 | *ACFE's Occupational Fraud 2022: A Report to the Nations and the most commonly found controls in fraud victim organizations.*Internal controls in relation to COSO principles.*How to employ controls to cut losses.*How to modify controls in the post-COVID era.*Remote work circumstances and considerations. | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Internal Controls, COSO and COVID-19 (Self-Study) (26SS-0272)26SS-0272 | *ACFE's Report to the Nations and the most commonly found controls in fraud victim organizations.*Internal controls in relation to COSO principles.*How to employ controls to cut losses.*How to modify controls in the post-COVID era.*The potential impact of increased enforcement of laws and regulations to replenish government coffers.*Remote work circumstances and considerations. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's International Tax Challenges and Opportunities for U.S. Filers (Self-Study) (26SS-0273)26SS-0273 | *Residency status for U.S. federal income tax purposes.*Key provisions of U.S. income tax treaties.*Overview of the taxation of income from foreign entities.*Understanding Foreign Tax Credit.*Identifying foreign-source and U.S.-source income.*Foreign earned income and housing exclusion.*Foreign informational form filing requirements. | |
| Self-Study | | On-Demand | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Introduction to AI in Accounting (Self-Study) (26SS-0274)26SS-0274 | *Understanding narrow AI vs. general AI.*Machine learning (ML), deep learning (DL), neural networks.*Natural language processing (NLP) and its role in accounting.*AI applications in accounting and finance.*Automated data entry and processing.*Expense management automation.*AI-driven audit support and compliance monitoring.*Financial forecasting and risk assessment.*Benefits and challenges of integrating AI.*Enhancing efficiency and accuracy in accounting processes.*Ethical considerations and risk management in AI adoption.*Overcoming resistance to AI implementation within firms.*Lessons learned from AI-driven transformations in finance departments.*Predicting AI's influence on the future of the accounting profession.*Preparing for the evolving role of accountants in an AI-enhanced environment. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Introduction to Forensic Accounting (Self-Study) (26SS-0275)26SS-0275 | *Review of the different aspects of forensic accounting.*The civil litigation process as it relates to forensic accounting.*Litigation services provided by forensic accountants.*Fraud detection and prevention.*Various types of fraud.*Training and certifications in forensic accounting.*Forensic accounting in bankruptcy proceedings.*Forensic accounting in family law proceedings.*Calculating damages for use in litigation.*Valuations.*Ethical issues pertinent to forensic accounting. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Introduction to Single Audit (Self-Study) (26SS-0276)26SS-0276 | *How single audits differ from financial statement audits.*Unique single audit concepts -- the schedule of expenditures of federal awards, major program determination, the schedule of findings and questioned costs.*Testing internal controls over compliance and compliance testing. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Introduction to the Audit Process and Risk Assessment (Self-Study) (26SS-0277)26SS-0277 | *History of the financial statement audit.*Objective of a financial statement audit.*Audit Process and Linkage.*Management and the Auditor's Responsibilities.*Evaluating Audit Risk.*Risk Assessment Process.*Risk Assessment Procedures.*Documentation. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Introduction to Yellow Book (Self-Study) (26SS-0278)26SS-0278 | *What Yellow Book financial audits do and do not include.*The auditor qualification requirements contained in the Yellow Book.*The additional performance and reporting requirements for a Yellow Book financial audit. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's IRS Tax Examinations and Hot Issues (Self-Study) (26SS-0279)26SS-0279 | *Criteria that the IRS uses to select returns for examination.*Substantiation requirements for travel, charitable contributions, vehicles, meals, virtual currency considerations and tax-related identity theft.*Understanding worker classification determinations on who is an employee and who is an independent contractor.*Distinguishing S Corporation officer's reasonable compensation issues.*How the IRS holds persons other than an employer liable for unpaid payroll taxes, a.k.a., the trust fund recovery penalty.*Tax-related identity theft procedures. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's IRS Tax Examinations and Hot Issues (Self-Study) (26SS-0280)26SS-0280 | *Criteria that the IRS uses to select returns for examination.*Substantiation requirements for travel, charitable contributions, vehicles, meals, virtual currency considerations, and tax-related identity theft.*Understanding worker classification determinations on who is an employee and who is an independent contractor.*Distinguishing S Corporation officer's reasonable compensation issues.*How the IRS holds persons other than an employer liable for unpaid payroll taxes, a.k.a., the trust fund recovery penalty.*Tax-related identity theft procedures. | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's IT Governance and Risk Management (Self-Study) (26SS-0281)26SS-0281 | *The role of IT governance within an organization.*IT governance principles.*IT risk identification and assessment methods.*IT control frameworks (e.g., COBIT, ITIL).*IT general controls and application controls.*Business process management.*Change management. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's IT Systems and Data Management (Self-Study) (26SS-0282)26SS-0282 | *Key components of IT architecture.*Cloud computing models and deployments.*Enterprise resource planning (ERP) systems.*Business resiliency and disaster recovery planning.*Business continuity plans.*Business impact analysis.*System availability measures.*Change management for hardware and software applications.*Risks and documentation in change management.*Testing environments and conversion approaches for new information systems.*Patch management and change control policies.*Data management processes and lifecycle.*Data collection methods and storage types.*Utilizing data for financial and operational decision-making.*Examining relational databases for integrity.*Investigating business process models for improvements. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Key Partnership and S Corporation Tax Planning Strategies (Self-Study) (26SS-0283)26SS-0283 | *Timely coverage of breaking tax legislation.*Tax consequences of retiring partners seeking liquidating distributions/redemptions and S Corporation shareholders seeking the redemption of their shares.*At-risk and passive activity loss considerations.*Basis planning.*Related party transactions: making them work.*Income splitting and shifting with family can create considerable benefits.*Sale of ownership interest and NIIT considerations. | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Key Partnership and S Corporation Tax Planning Strategies (Self-Study) (26SS-0284)26SS-0284 | *Timely coverage of breaking tax legislation.*Tax consequences of retiring partners seeking liquidating distributions/redemptions and S Corporation shareholders seeking the redemption of their shares.*At-risk and passive activity loss considerations.*Basis planning.*Related party transactions: making them work.*Income splitting and shifting with family can create considerable benefits.*Sale of ownership interest and NIIT considerations. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing (Self-Study) (26SS-0285)26SS-0285 | *Developing issues related to the 2024 Yellow Book revision and the 2024 revision to the Uniform Guidance for Federal Awards.*Key AICPA developments affecting audits of governments and nonprofits (including SAS No. 146 on quality management).*The implementation of GASB No. 101 on compensated absences.*GASB No. 103 addressing improvements to the financial reporting model.*The application of GASB No. 102 on certain risk disclosures and GASB No. 104 on disclosure of certain capital assets.*Key issues related to nonprofit financial reporting (e.g., presenting a measure of operations, various disclosures, etc.). | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing (Self-Study) (26SS-0286)26SS-0286 | *Developing issues related to the 2024 Yellow Book revision and the 2024 revision to the Uniform Guidance for Federal Awards.*Key AICPA developments affecting audits of governments and nonprofits (including SAS No. 146 on quality management).*The implementation of GASB No. 101 on compensated absences.*GASB No. 103 addressing improvements to the financial reporting model.*The application of GASB No. 102 on certain risk disclosures and GASB No. 104 on disclosure of certain capital assets.*Key issues related to nonprofit financial reporting (e.g., presenting a measure of operations, various disclosures, etc.). | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Latest Developments in Governmental Accounting and Auditing (Self-Study) (26SS-0287)26SS-0287 | *Developing issues related to the 2024 Yellow Book revision and the 2024 revision to the Uniform Guidance for Federal Awards.*Key AICPA developments affecting audits of governments (including SAS No. 146 on quality management).*The implementation of GASB No. 101 on compensated absences.*GASB No. 103 addressing improvements to the financial reporting model.*The application of GASB No. 102 on certain risk disclosures and GASB No. 104 on disclosure of certain capital assets. | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Latest Developments in Nonprofit Accounting and Auditing (Self-Study) (26SS-0288)26SS-0288 | *Developing issues related to the 2024 Yellow Book revision and the 2024 revision to the Uniform Guidance for Federal Awards.*Key AICPA developments affecting audits of nonprofits (including SAS No. 146 on quality management).*Key issues related to not-for-profit financial reporting (e.g., presenting a measure of operations, various disclosures, etc.).*Key challenges encountered in not-for-profit accounting (e.g., conditional contributions, restricted contributions, contributed services, membership dues, noncash contributions, etc.). | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Lease Accounting: The Impact of Changing Standards on Both Lessors and Lessees (Self-Study) (26SS-0289)26SS-0289 | *Outcomes of the recent FASB and IASB Joint Project related to Leases.*Differentiating between accounting and reporting requirements for operating and finance leases.*Evaluating possible material misstatement related to lease recognition, measurement, presentation and disclosure. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Lessons Learned From Recent Accounting Malpractice Actions (Self-Study) (26SS-0290)26SS-0290 | *Common instances of accounting malpractice.*Current claim trends.*Frequent defenses to claims.*Statute of limitations.*Damages.*Claims by practice area. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 1 Ethics |
| Surgent's Lessons Learned from Successful Companies (Self-Study) (26SS-0291)26SS-0291 | *Creating a visionary company.*Traits of successful, visionary companies.*Goal setting to create a successful organization.*The role of experimentation and failure in achieving success.*How successful organizations emphasize learning new skills.*The role of effective communication in achieving corporate success.*The importance of emotional intelligence in building corporate culture.*How leadership can direct a company toward success. | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Lessons Learned: What a $53 Million Fraud Can Teach Us (Self-Study) (26SS-0292)26SS-0292 | *Background of the Dixon, IL fraud case.*Internal control weaknesses related to the $53 million fraud.*Lessons learned from this case. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Leverage PowerBI.com to Create Data Analysis for Others (Self-Study) (26SS-0293)26SS-0293 | *An in-depth walkthrough of the PowerBI.com environment, focusing on user interface elements, navigation, and customization.*Fundamental concepts of PowerBI.com, including its architecture, data handling capabilities, and integration features.*Techniques for connecting various data sources to PowerBI.com, ensuring seamless data integration and synchronization.*Creating impactful visualizations and assembling informative dashboards to present data compellingly.*The interactive Q&A feature to derive insights through natural language queries.*Best practices for sharing data sets, reports, and dashboards with different audiences so they can leverage your data analysis work.*How to package reports and dashboards into apps for easy distribution and consumption. | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Leveraging AI for Data Analytics in Accounting (Self-Study) (26SS-0294)26SS-0294 | *Transforming data analytics with AI.*Understanding the impact of AI on data analytics processes.*How AI enhances data accuracy, efficiency, and decision-making.*AI tools and techniques for data analysis.*Overview of AI-powered data analytics tools.*Techniques for improving data analysis accuracy and efficiency with AI.*Integrating AI into existing data analytics workflows.*Case studies on AI implementations for data analytics.*Success stories of AI-driven data analytics in accounting.*Challenges and lessons learned from AI integration.*Measuring the ROI of AI in data analytics.*Developing AI-powered data analytics skills.*Hands-on lab sessions using AI tools (e.g., ChatGPT, Excel).*Practical exercises in filtering, sorting, summarizing, and visualizing data.*Applying AI insights to optimize data-driven decision making in accounting. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Life After Adoption: Applying Topic 606 to Revenue Contracts on an Ongoing Basis (Self-Study) (26SS-0295)26SS-0295 | *ASC Topic 606, Revenue from Contracts with Customers.*The FASB's new five-step revenue recognition model, including hands-on examples and illustrations of the new guidance.*Presentation and disclosure requirements and examples.*Industry-specific implementation issues and guidance.*Best practices, lessons learned and opportunities to improve on the reporting of revenue under Topic 606 going forward.*Accounting considerations related to COVID-19-driven changes to revenue recognition processes. | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Life After Adoption: Applying Topic 606 to Revenue Contracts on an Ongoing Basis (Self-Study) (26SS-0296)26SS-0296 | *ASC Topic 606, Revenue from Contracts with Customers.*The FASB's new five-step revenue recognition model, including hands-on examples and illustrations of the new guidance.*Presentation and disclosure requirements and examples.*Industry-specific implementation issues and guidance.*Best practices, lessons learned and opportunities to improve on the reporting of revenue under Topic 606 going forward.*Accounting considerations related to COVID-19-driven changes to revenue recognition processes. | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Limited Liability Companies: Losses, Liquidations, Terminations, Continuations and Sales (Self-Study) (26SS-0297)26SS-0297 | *When are distributions taxable?*Miscellaneous issues, including the critical difference between Section 736(a) and Section 736(b) payments.*Sales of an LLC interest -- holding period and hot asset issues. | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Liquidation of Flow-Through Entities for LLCs and Partnerships (Self-Study) (26SS-0298)26SS-0298 | *Tax rules governing liquidation of a partnership or S Corporation.*Tax treatment of the shareholder/partner/member receiving a liquidating distribution in an S Corporation liquidation/partnership liquidation.*Tax impact on the pass-through entity when the entity is liquidated.*Receipt of corporate liabilities in an S Corporation distribution.*Proportionate, liquidating partnership distributions to partners, and gains and losses to a partner on a liquidating partnership distribution.*Tax issues associated with a partnership distribution of noncash properties in a liquidation.*Compliance requirements on the occasion of a liquidation of a corporation or a partnership. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Making Sense of Essential OBBBA Provisions (Self-Study) (26SS-0299)26SS-0299 | *Bonus and Section 179 depreciation.*Depreciation of qualified production property.*The business interest deduction.*Tax on excess compensation within tax-exempt organizations.*Excise tax on investment income of private colleges.*ABLE accounts and the Saver's Credit.*Child Tax Credit.*Casualty losses.*Other crucial OBBBA provisions. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Management Fundamentals (Self-Study) (26SS-0300)26SS-0300 | *What it takes to be effective as a manager.*Exploring the challenges that get in the way.*Looking at the driving forces that have evolved how managers engage with employees today.*Motivating employees of multiple generations.*Twelve practices that can be adopted to influence employees to become more engaged.*Identifying what it takes to develop employees.*Delegation and accountability. | |
| Self-Study | | On-Demand | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Management's Discussion and Analysis: What You Need to Know (Self-Study) (26SS-0301)26SS-0301 | *The overall importance of the rules and regulations with respect to the Management's Discussion and Analysis (MD&A) section of an entity's consolidated financial statements filed with the U.S. Securities and Exchange Commission (SEC).*An overview of the SEC requirements in this area.*Best practices offered by the SEC.*Comment letter examples pertaining to this area. | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Marijuana: A Generalized Business Viewpoint (Self-Study) (26SS-0302)26SS-0302 | *An overview of current state and federal laws governing marijuana.*A review of state boards of accountancy regarding marijuana.*How some financial professionals are capitalizing on the marijuana industry.*Providing auditing and tax services within the marijuana industry.*How accountants and other financial professionals can manage risk within this industry.*IRC Section 280E's prohibition of deductions involving controlled substances.*A summary of various state taxation laws on marijuana.*Ethical issues for accountants who work in the marijuana industry.*Relevant banking regulations.*Growth projections. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Mastering Accounting for Income Taxes (Self-Study) (26SS-0303)26SS-0303 | *The sources of deferred tax assets and liabilities.*Calculating the deferred tax asset or liability.*Reporting income-tax expense and balance sheet items.*Defining, analyzing, and reporting uncertain tax positions.*Classification of deferred tax assets and liabilities.*Disclosure requirements.*Finalized and proposed changes to ASC 740, including ASU 2023-09, CAMT, and global tax transparency initiatives. | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Mastering Accounting for Income Taxes (Self-Study) (26SS-0304)26SS-0304 | *The sources of deferred tax assets and liabilities.*Calculating the deferred tax asset or liability.*Reporting income-tax expense and balance sheet items.*Defining, analyzing, and reporting uncertain tax positions.*Classification of deferred tax assets and liabilities.*Disclosure requirements.*Finalized and proposed changes to ASC 740, including ASU 2023-09, CAMT, and global tax transparency initiatives. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Mastering Basis Issues for S Corporations, Partnerships and LLCs (Self-Study) (26SS-0305)26SS-0305 | *Applicable coverage of any basis considerations within any recent tax legislation enacted before the presentation.*Discuss new pass-through basis calculations required as attachments to certain individual returns.*Excess business losses and NOLs.*Tax Basis Capital Account Reporting Requirements.*How Section 179 limitations affect basis and how the "tax-benefit" rule is applied.*S Corporations: Beware of final IRS regulations regarding "open debt" of S Corporations; understand the effect of stock basis and debt basis and IRS's recent focus on "at-risk basis" for shareholders; recognize how AAA applies or does not apply to certain S Corporations; learn to apply the complex ordering rules and special elections that can have a big tax result; become aware of when you can have a taxable dividend in an S Corporation; understand distributions of cash and property and post-termination transition rules, and temporary post-termination rules for eligible corporations.*LLCs and partnerships: Learn the detailed rules of Section 704 for preventing the shifting of tax consequences among partners or members; determine how to calculate basis under both Section 704 and for "at-risk" under Section 465; recognize how recourse, nonrecourse, and qualified nonrecourse debt can create significantly different tax results; review Section 754 step-up in basis rules; and learn how legislation cleans up the basis treatment of charitable contributions and foreign taxes paid. | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Mastering Client Management for Accounting and Finance Professionals (Self-Study) (26SS-0306)26SS-0306 | *The evolving landscape of client expectations in the accounting profession.*Building strong and lasting client relationships through effective communication, empathy, and proactive service.*Implementing efficient client onboarding and engagement processes.*Leveraging technology to streamline communication, enhance collaboration, and deliver personalized service.*Effectively resolving client concerns and complaints.*Utilizing client feedback to continually improve your practice. | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Mastering the Basics of Inventory Accounting (Self-Study) (26SS-0307)26SS-0307 | *Elements of inventory cost and full-absorption costing.*Valuation methodologies, including LIFO, FIFO, weighted average, and specific identification.*Obsolescence reserves.*LIFO accounting.*Differences between book and tax cost capitalization and related income tax accounting.*Retail inventory valuation methodology.*Physical inventory observation approaches.*Accounting issues related to consigned inventory.*Other challenging issues related to inventory accounting. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Mastering the Excel Lookup Functions (Self-Study) (26SS-0308)26SS-0308 | *A review of the various lookup functions, beyond VLOOKUP.*Which lookup works best for your situation?*How to apply the many lookup functions.*Advanced lookup techniques like nested lookups, approximate matching, and handling errors effectively.*An in-depth review of the following functions: VLOOKUP/HLOOKUP, XLOOKUP, MATCH / INDEX, XMATCH, INDIRECT, FILTER, SORT/SORTBY, UNIQUE.*An overview of some newer functions. | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Mastering the Offer in Compromise: Strategies for Preparation and Negotiation (Self-Study) (26SS-0309)26SS-0309 | *Introduction to the OIC program.*Types of OICs.*Eligibility criteria.*Financial analysis.*Offer amount calculation.*Preparing Forms 656 and 433-A(OIC)/433-B(OIC).*Supporting documentation and strategy.*OIC submission and IRS review process.*Appeals and negotiation techniques.*Best practices and common pitfalls.*Real-world scenarios and case studies. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Max the Tax: Client Retention (Self-Study) (26SS-0310)26SS-0310 | *Importance of client retention.*Understanding client needs and expectations through client satisfaction surveys and analyzing client feedback.*Developing effective client retention strategies.*Fostering client loyalty.*Handling client complaints and issues through effective complaint resolution. | |
| Self-Study | | Downloadable PDF | 1 CPE (0 tech, 1 non-tech) | |
| Surgent's Max the Tax: Common Deductions (Self-Study) (26SS-0311)26SS-0311 | *Home office deduction.*Alimony payments.*Charitable contributions.*Medical expense deduction.*Home mortgage interest deduction.*State and local income tax (SALT) deduction.*Gambling winnings and losses. | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Max the Tax: Crowdfunding (Self-Study) (26SS-0312)26SS-0312 | *How crowdfunding works.*The different types of crowdfunding programs.*Strategies for building a crowdfunding campaign. | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Max the Tax: Crypto Craze (Self-Study) (26SS-0313)26SS-0313 | *Introduction to cryptocurrency and key terms.*Chronology of cryptocurrency.*Virtual currency taxation.*Information on any updated guidance. | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Max the Tax: Entity Selection (Self-Study) (26SS-0314)26SS-0314 | *Choice of entity decisions.*Client consultation questions regarding entity selection. | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Max the Tax: Equity Compensation (Self-Study) (26SS-0315)26SS-0315 | *Stock grants, including Restricted Stock Awards (RSAs), Restricted Stock Units (RSUs), and Performance Share Units (PSUs) .*Stock options and rights, including Incentive Stock Options (ISOs), Non-Qualified Stock Options (NQSOs), Stock Appreciation Rights (SARs), and phantom awards.*Employee Stock Purchase Plans (ESPPs).*Equity awards and partnerships / S Corporations. | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Max the Tax: Metaverse (Self-Study) (26SS-0316)26SS-0316 | *Why accounting and other professionals should use the metaverse.*Where accountants and other professionals can find their space in the metaverse.*How the metaverse is changing the way we work. | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Max the Tax: Schedule C (Self-Study) (26SS-0317)26SS-0317 | *Tips and tricks to prepare the Schedule C.*Income and expenses.*Tax invoice preparation.*Legal invoice.*Entertainment invoice.*Education invoice. | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Max the Tax: Schedule E (Self-Study) (26SS-0318)26SS-0318 | *Business development.*Types of properties.*Rental property use.*Rental expenses.*Deductible expenses.*Repairs and maintenance.*Capitalization of expenses.*Depreciation.*Accounting methods.*Treatment of security deposits. | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Max the Tax: Section 754 (Self-Study) (26SS-0319)26SS-0319 | *How and why a partnership makes a 754 election.*The effect of the 754 election when an interest in a partnership is sold or inherited.*How the 754 election applies when a partnership makes a distribution of property to one or more of its partners.*How to make the 754 basis adjustment. | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Max the Tax: Tax Impacts on Exit Planning (Self-Study) (26SS-0320)26SS-0320 | *Discussion of capital gain planning.*Transaction analysis and reporting.*Elements of a tax-free reorganization.*Overview of non-federal taxes: state tax implications, estate taxes, gift taxes, generation-skipping taxes, and property taxes. | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Maximizing Your Social Security Benefits (Self-Study) (26SS-0321)26SS-0321 | *Comprehensive coverage of the One Big Beautiful Bill Act.*Retirement benefits: What the amount of benefits is in various circumstances.*Spousal benefits: Should a spouse return to work? What benefits does a spouse have, and when and how do they relate to benefits decisions by the client?*Claiming Social Security: Advantages and disadvantages at ages 62, full retirement age, and 70.*Planning: What clients approaching retirement age should consider now with respect to benefits for them, their spouses, and their children.*Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later? | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Multistate Income Tax Issues (Self-Study) (26SS-0322)26SS-0322 | *Emerging sales tax topics: Elimination of the physical presence standard in determining nexus (Wayfair case); economic nexus for remote sellers; assisting remote sellers in determining a plan of action in states that enforce economic nexus.*Emerging compliance issues in the new sales tax economy.*Income Tax (and other forms of tax): Economic nexus (taxation without physical presence).*Will states shift away from income tax and increase reliance on sales tax after Wayfair?*Treatment of Tax Cuts and Jobs Act by the states: presence of intangible property; is P.L. 86-272 still valid?*When to consider voluntary compliance even though the laws do not dictate a sales tax responsibility. | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Multistate Tax Update (Self-Study) (26SS-0323)26SS-0323 | *The domicile dilemma: Issues for individuals with homes in multiple states; traveling employees; where to withhold?*Emerging sales tax topics: Elimination of the physical presence standard in determining nexus (Wayfair case); economic nexus for remote sellers; assisting remote sellers in determining a plan of action in states that enforce economic nexus.*Emerging compliance issues in the new sales tax economy.*Income Tax (and other forms of tax): Economic nexus (taxation without physical presence).*Will states shift away from income tax and increase reliance on sales tax after Wayfair?*Treatment of Tax Cuts and Jobs Act by the states: Attributional and agency nexus; presence of intangible property; is P.L. 86-272 still valid?*Income-tax apportionment issues: Prevalence of the single sales factor; determining the type of property being sold; sourcing of income from intangible property and services; sourcing of service income; Market Based versus Cost of Performance.*Pass-through problems: Nexus issues for interest owners.*Treatment of the 199A deduction for pass through entities by states: Withholding issues; sourcing of income; taxation at the entity level.*Practical considerations in dealing with multistate taxation: Dealing with state nexus questionnaires.*When to consider voluntary compliance: Responsibility of officers, members, partners, and shareholders; planning ideas and opportunities; updates on pending federal legislation relative to state tax. | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Navigating AI Compliance: The EU AI Act for U.S. Finance and Accounting Leaders (Self-Study) (26SS-0324)26SS-0324 | *Introduction to the EU AI Act: background, objectives, global relevance, and extraterritorial scope.*Key provisions and risk classifications: prohibited, high-risk, limited-risk, and general-purpose AI systems; prohibited AI practices.*Compliance requirements for high-risk AI systems: technical documentation, data governance, and human oversight requirements; importance of risk management and transparency obligations.*Practical steps for U.S. professionals: strategies to align with EU compliance standards; anticipating future regulatory developments. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Navigating Your Client Through the IRS Appeals Process (Self-Study) (26SS-0325)26SS-0325 | *Preparing a valid Appeals Protest for small case requests when tax, penalties, and interest for each period are $25,000 or less.*Writing and filing a Formal Protest, including required information.*Alternative Dispute Resolution options available to clients.*Negotiation and time limitations.*Preparing and submitting a Tax Court petition to preserve a client's rights. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Navigating Your Client Through the IRS Appeals Process (Self-Study) (26SS-0326)26SS-0326 | *Preparing a valid Appeals Protest for small case requests when tax, penalties, and interest for each period are $25,000 or less.*Writing and filing a Formal Protest, including required information.*Alternative Dispute Resolution options available to clients.*Negotiation and time limitations.*Preparing and submitting a Tax Court petition to preserve a client's rights. | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's New and Expanded Tax Benefits Associated with Section 1202 - Qualified Small Business Stock (Self-Study) (26SS-0327)26SS-0327 | *The graduated holding periods and the related graduated capital gain exclusions.*Raising the per-issuer gain exclusion cap to $15 million.*Raising the corporate-level aggregate gross asset threshold to $75 million.*Qualifications for a corporation to issue Section 1202 stock.*Using multiple non-grantor trusts to unlock the $15 million exclusion cap.*The 10% test associated with non-operating real estate and investment securities.*The 50% working capital test.*The 80% test relative to an active qualified trade or business.*QSBS attestation letter.*Excluded businesses.*Permissible businesses, including manufacturing, retailing, technology, and wholesaling.*How Section 1202 applies in the context of a transfer to other taxpayers. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Non-GAAP Financial Measures: What You Need to Know (Self-Study) (26SS-0328)26SS-0328 | *Comment letter analysis from several Big Four accounting firms.*Non-GAAP financial measures.*Comments from the SEC and FASB. | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Non-GAAP Financial Statement Options: Cash, Modified Cash and Tax Basis (Self-Study) (26SS-0329)26SS-0329 | *An introduction to special purpose frameworks.*Authoritative and nonauthoritative guidance used to prepare SPF financial statements.*Common issues in preparing SPF financial statements.*Cash basis and modified cash basis financial statements.*Income tax basis financial statements.*The AICPA's special purpose framework - FRF for SMEs. | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Nuts and Bolts of Cryptocurrency Taxation (Self-Study) (26SS-0330)26SS-0330 | *What is blockchain technology?*How do you buy crypto?*How do you store crypto?*Use cases of cryptocurrency.*Blockchain technology.*Use cases of cryptocurrency.*Tax overview.*How taxes work for cryptocurrency investors.*How taxes work for cryptocurrency mining.*Taxation of other transactions.*Foreign reporting requirements and crypto.*How to use a tool like CoinTracker to calculate capital gains and losses.*New developments in the space.*Tax planning opportunities.*Why do accountants need to care? | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Partnership and LLC Core Tax Issues From Formation Through Liquidation (Self-Study) (26SS-0331)26SS-0331 | *Reporting requirements for Schedules K-2 and K-3.*Capital account reporting requirements.*Schedule K-1 reporting for Section 743 adjustments.*Schedule K-1 reporting for Section 704 gains and losses.*Comprehensive case on partnership/partner application of the business interest deduction.*Section 704(b) basis versus tax basis for capital accounts.*Detailed rules of Section 704 for preventing the shifting of tax consequences among partners or members.*Unreasonable uses of the traditional and curative allocation methods.*Layers of Section 704(c) allocations.*Treatment of recourse versus nonrecourse debt basis.*How to calculate basis limitations and the implications on each partner's own tax return.*How Section 179 limitations affect partnership/LLC basis.*Regulations for handling basis step-ups under Section 754 elections and mandatory adjustments under Section 743 and Section 734 for partnerships that have not made a Section 754 election.*Subsequent contributions of property with Section 754 adjusted basis to another partnership or corporation.*Capital account adjustments in connection with admission of new members.*Special allocations and substantial economic effect.*LLCs and self-employment tax to members.*Distributions - current or liquidating, cash or property, and the substituted basis rule.*Termination and liquidation of an LLC. | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Partnership and LLC Core Tax Issues From Formation Through Liquidation (Self-Study) (26SS-0332)26SS-0332 | *Reporting requirements for Schedules K-2 and K-3.*Capital account reporting requirements.*Schedule K-1 reporting for Section 743 adjustments.*Schedule K-1 reporting for Section 704 gains and losses.*Comprehensive case on partnership/partner application of the business interest deduction.*Section 704(b) basis versus tax basis for capital accounts.*Detailed rules of Section 704 for preventing the shifting of tax consequences among partners or members.*Unreasonable uses of the traditional and curative allocation methods.*Layers of Section 704(c) allocations.*Treatment of recourse versus nonrecourse debt basis.*How to calculate basis limitations and the implications on each partner's own tax return.*How Section 179 limitations affect partnership/LLC basis.*Regulations for handling basis step-ups under Section 754 elections and mandatory adjustments under Section 743 and Section 734 for partnerships that have not made a Section 754 election.*Subsequent contributions of property with Section 754 adjusted basis to another partnership or corporation.*Capital account adjustments in connection with admission of new members.*Special allocations and substantial economic effect.*LLCs and self-employment tax to members.*Distributions - current or liquidating, cash or property, and the substituted basis rule.*Termination and liquidation of an LLC. | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Performing a Compilation Engagement Under AR-C Section 80 (Self-Study) (26SS-0333)26SS-0333 | *Relevant sections of SSARS No. 21, Clarification and Recodification.*Updates to SSARS No. 21 guidance due to issuance of SSARS Nos. 22-25.*Review of AR-C Section 60 requirements for all SSARS engagements.*Detailed guidance on performing compilation engagements under AR-C Section 80. | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Performing a Preparation Engagement Under AR-C Section 70 (Self-Study) (26SS-0334)26SS-0334 | *Relevant sections of SSARS No. 21, Clarification and Recodification.*Updates to SSARS No. 21 guidance due to issuance of SSARS Nos. 22-25.*Review of AR-C Section 60 requirements for all SSARS engagements.*Detailed guidance on performing preparation engagements under AR-C Section 70. | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Performing an Effective Audit Risk Assessment (Self-Study) (26SS-0335)26SS-0335 | *Audit process and planning.*Materiality, performance materiality, and tolerable misstatement.*Assessing the risk of material misstatement.*Understanding internal controls and when the auditor must evaluate the design and implementation of internal controls.*Designing procedures to test the effectiveness of controls.*Issues noted related to performing substantive procedures.*Documentation.*Communication with the Client and Governance. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Performing Effective Accounting Research (Self-Study) (26SS-0336)26SS-0336 | *Structure of the ASC codification.*Content included and not included in the ASC.*Other information contained in the codification.*Best practices for performing effective and efficient accounting research. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Performing Effective and Efficient Analytical Procedures (Self-Study) (26SS-0337)26SS-0337 | *Preliminary analytical procedures as risk assessment procedures.*Performing final analytical procedures to assess the conclusions reached during the audit and evaluate the overall financial statement presentation..*When to use substantive analytical procedures for efficiency and effectiveness.*Establishing expectations for substantive analytic procedures.*Setting a threshold for differences.*Following up on differences from expectations.*Concluding on substantive analytical procedures. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Performing Inventory Observations (Self-Study) (26SS-0338)26SS-0338 | *Inventory observation procedures.*When attendance at the inventory observation is impractical.*Inventory under the control of a third party.*Consideration of the risk of fraud in inventory counts.*Sampling related to inventory observations.*Considerations related to retail inventories, multiple locations.*Considerations for inventory observations. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Performing Preparation, Compilation, Review and Engagements (Self-Study) (26SS-0339)26SS-0339 | *Compare and contrast the basis and requirements of preparation, compilation, and review engagements.*Identifying key reporting elements of compilation and review reports.*Impact of special purpose accounting frameworks and other special issues. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Planning and Strategy Formulation for Your Organization's Financial Success (Self-Study) (26SS-0340)26SS-0340 | *Differences between planning and budgeting.*Building change into the planning process.*The business model.*Strategic plan.*Marketing plan.*Financial forecasting.*Financial risk analysis.*Five-year operating plan. | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Power BI Desktop: DAX Formulas, Reporting and Visualizations (Self-Study) (26SS-0341)26SS-0341 | *Demonstration in Power BI Desktop of the following data tools: Power Query, Power Pivot, and Power View.*Skills demonstrated: DAX, data visualizations including AI visuals, and data storytelling.*Demonstration of DAX function types: Aggregation, Iterator, CALCULATE, CALCULATE Modifiers, Time Intelligence, Ranking, and Percentages.*Demonstration of how to curate a visual in PBI Desktop with a variety of formatting tools; visuals for exploratory analysis; and AI visuals for exploratory analysis. | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Power BI.com: Empowering Collaborative Data Analytics in Your Organization (Self-Study) (26SS-0342)26SS-0342 | *Demonstration of publishing from the desktop to the service.*Demonstration of workspaces - who has access, and what can they do?*Demonstration of pinning tiles to a dashboard: quick insights, questions and answers, and what you can pin.*Demonstration of sharing content: analyze in Excel, apps, and dataflows.*Demonstration of administrative settings in the service: security, data access, and data quality. | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Power BI: Bringing it All Together for Data Analysis (Self-Study) (26SS-0343)26SS-0343 | *Building a comprehensive workflow in Power BI.*Exploring what's next after creating data models and measures.*Best practices for performance optimization.*Leveraging your data model through PowerBI.com/Power BI services. | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Power Query Series: Adding Columns for Data Enrichment (Self-Study) (26SS-0344)26SS-0344 | *Create a new column from existing columns.*Adding columns is determined by the data type of the column.*Adding new columns.*Hands-on examples: column from examples, merging columns, duplicate columns, custom columns, conditional column, index column. | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Power Query Series: Append Queries (Self-Study) (26SS-0345)26SS-0345 | *What is an append query?*What are the data requirements for an append query?*Hands-on examples: combining worksheets in the same workbook, listing all objects in a workbook, combining files in a folder. | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Power Query Series: Data Modeling and Next Steps (Self-Study) (26SS-0346)26SS-0346 | *Functions and parameters.*Demonstration of invoking a function.*Basics of data modeling.*Power Query is everywhere.*Power BI preview features.*Hands-on examples: creating a data model from a flat file; transferring an Excel data model to Power BI desktop; preview feature: using text by examples in Power BI desktop. | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Power Query Series: Data Transformations (Self-Study) (26SS-0347)26SS-0347 | *Workflow of a data transformation, including data cleaning, data enrichment, and data shaping.*How to perform data transformations.*Hands-on example: flattening a general ledger. | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Power Query Series: Editor - The User Interface of Power Query (Self-Study) (26SS-0348)26SS-0348 | *What is the Power Query Editor?*How can I launch the Power Query Editor?*Review of the components of the Power Query Editor:-Preview pane.-Ribbon.-Queries pane.-Query settings pane.-Applied steps.-Formula bar. | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Power Query Series: Formulas, M Language and Error Handling (Self-Study) (26SS-0349)26SS-0349 | *Learning formulas in Power Query.*Introduction to the "M" language.*Types of structured values in Power Query.*Other types of values in Power Query.*Types of errors in Power Query.*Custom columns.*Hands-on examples. | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Power Query Series: Introduction and First Connection (Self-Study) (26SS-0350)26SS-0350 | *What is Power Query?*Why should I learn Power Query?*What are the benefits of using Power Query?*Power Query is not just for Excel.*Power Query versions are not the same.*What version of Power Query do I have?*How to get Power Query.*Making your first connection in Power Query.*Hands-on examples: connection query, editing a query, duplicating a query. | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Power Query Series: Making a Connection (Self-Study) (26SS-0351)26SS-0351 | *Workflow of making a connection.*Get data.*Navigator dialog box.*Query options.*Global and current workbook.*Data load options.*Queries and connections.*Data source settings.*Hands-on examples: importing files and databases. | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Power Query Series: Merge Queries (Self-Study) (26SS-0352)26SS-0352 | *What is a merge query?*What are the data requirements for a merge query?*What are the types of joins for a merge query?*Hands-on examples: creating merge queries, creating a full anti-join using an append query, grouping queries. | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Power Query Series: More Transformations and Load Options (Self-Study) (26SS-0353)26SS-0353 | *Workflow of the data transformation for a general ledger with sub-accounts.*Loading a query.*Loading options for a query.*Changing the load destination of a query.*Hands-on examples: flattening a general ledger with sub-accounts; making a connection to the data source; reviewing and documenting the steps created by Power Query. | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Power Query Series: Use Cases (Self-Study) (26SS-0354)26SS-0354 | *Removing unwanted characters from a data set.*All data appears in one column.*Two categories appear in one column.*Extracting useful information from inconsistent data (Text Analytics).*Have a sub-header that is in a row and should be in a column.*Hands-on examples. | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Power Query Series: Useful Transformations (Self-Study) (26SS-0355)26SS-0355 | *Data before and after transformation: unpivoting, pivoting, split to column by delimiter (by columns or rows).*Filtering and grouping.*Fuzzy matching.*Hands-on examples. | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Preparation and Compilation Engagements Under the SSARS (Self-Study) (26SS-0356)26SS-0356 | *Relevant sections of SSARS No. 21, Clarification and Recodification.*SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services.*SSARS No. 22, Compilation of Pro Forma Financial Information.*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services - 2018.*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services.*SSARS No. 27, Applicability of AR-C Section 70 to Financial Statements Prepared as Part of a Consulting Services Engagement.*Comprehensive sample engagement work programs for preparation and compilation engagements.*Prescribed form, specified line item, pro forma, and other engagement variations.*Complete illustrations of relevant engagement letters, reporting, and other required communications for preparation and compilation engagements. | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Preparation and Compilation Engagements Under the SSARS (Self-Study) (26SS-0357)26SS-0357 | *Relevant sections of SSARS No. 21, Clarification and Recodification.*SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services.*SSARS No. 22, Compilation of Pro Forma Financial Information.*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services - 2018.*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services.*SSARS No. 27, Applicability of AR-C Section 70 to Financial Statements Prepared as Part of a Consulting Services Engagement.*Comprehensive sample engagement work programs for preparation and compilation engagements.*Prescribed form, specified line item, pro forma, and other engagement variations.*Complete illustrations of relevant engagement letters, reporting, and other required communications for preparation and compilation engagements. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Preparing and Reviewing Client Prepared Financial Statements (Self-Study) (26SS-0358)26SS-0358 | *Objective of financial reporting.*Inter-relationships of financial statements and disclosures.*Accounting changes.*Financial statement preparation and review process.*Best practices for financial statement preparation and review. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Preparing C Corporation Tax Returns for New Staff and Paraprofessionals (Self-Study) (26SS-0359)26SS-0359 | *Updates throughout regarding the recent HR 1, One Big Beautiful Bill Act.*Preparation of a reasonably complicated Form 1120, U.S. Corporation Income Tax Return, from trial balance to completed return.*The importance of Schedule M-1, including adjustments in reconciling book income to tax income and items staff may look for on all business returns.*New tax planning strategies for depreciation deductions, including changes to Section 179 and first-year depreciation under Section 168(k) as a result of new tax legislation.*Methods of accounting.*In-depth analysis of Form 4797 dealing with depreciation recapture.*Deductible expenses, including rules on meals and entertainment.*Section 163(j).*Computation of tax liability.*Overview of common business deductions - deductibility and Schedule M-1.*How to practically handle uniform capitalization and inventory accounting for a small manufacturing concern.*And more! | |
| Self-Study | | Downloadable PDF | 10 CPE (10 tech, 0 non-tech) | |
| Surgent's Preparing C Corporation Tax Returns for New Staff and Paraprofessionals (Self-Study) (26SS-0360)26SS-0360 | *Updates throughout regarding the recent HR 1, One Big Beautiful Bill Act.*Preparation of a reasonably complicated Form 1120, U.S. Corporation Income Tax Return, from trial balance to completed return.*The importance of Schedule M-1, including adjustments in reconciling book income to tax income and items staff may look for on all business returns.*New tax planning strategies for depreciation deductions, including changes to Section 179 and first-year depreciation under Section 168(k) as a result of new tax legislation.*Methods of accounting.*In-depth analysis of Form 4797 dealing with depreciation recapture.*Deductible expenses, including rules on meals and entertainment.*Section 163(j).*Computation of tax liability.*Overview of common business deductions - deductibility and Schedule M-1.*How to practically handle uniform capitalization and inventory accounting for a small manufacturing concern.*And more! | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Preparing Individual Tax Returns for New Staff and Paraprofessionals (Self-Study) (26SS-0361)26SS-0361 | *Updates related to HR 1, One Big Beautiful Bill Act, incorporated throughout the course.*Preparation of various Form 1040 individual tax returns and schedules; provided answers include "filled-in" forms.*Coverage of Form 7203.*Coverage of Section 199A qualified business income, its calculation, limitations, and examples.*Dividends and interest - Ordinary, return of capital, and capital gain distribution dividends; tax-exempt interest, original issue discount, etc.*Security transactions - From Form 1099-B to Form 8949 to Schedule D, plus mutual fund sales and related basis issues.*Self-employed person issues.*Schedule C deductions including depreciation.*Sale and exchange of property - Understanding Form 4797 and depreciation recapture; capital gains.*A working understanding of passive losses - How to handle rental property and how the passive loss rules flow to the tax forms.*Itemized deductions - A thorough understanding of what's deductible and what's not.*Interest deductions - Limitations and timing problems.*Charitable contributions substituting for taxes, IRS says - No!*Retirement contributions and education credits and deductions.*Tax computations - The Kiddie Tax, AMT, regular tax, tax credits.*Individual problems illustrated by form preparation for various items, with numerous "practice tips."*Impact of recent legislation and forms changes on the 1040. | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Preparing Individual Tax Returns for New Staff and Paraprofessionals (Self-Study) (26SS-0362)26SS-0362 | *Updates related to HR 1, One Big Beautiful Bill Act, incorporated throughout the course.*Preparation of various Form 1040 individual tax returns and schedules; provided answers include "filled-in" forms.*Coverage of Form 7203.*Coverage of Section 199A qualified business income, its calculation, limitations, and examples.*Dividends and interest - Ordinary, return of capital, and capital gain distribution dividends; tax-exempt interest, original issue discount, etc.*Security transactions - From Form 1099-B to Form 8949 to Schedule D, plus mutual fund sales and related basis issues.*Self-employed person issues.*Schedule C deductions including depreciation.*Sale and exchange of property - Understanding Form 4797 and depreciation recapture; capital gains.*A working understanding of passive losses - How to handle rental property and how the passive loss rules flow to the tax forms.*Itemized deductions - A thorough understanding of what's deductible and what's not.*Interest deductions - Limitations and timing problems.*Charitable contributions substituting for taxes, IRS says - No!*Retirement contributions and education credits and deductions.*Tax computations - The Kiddie Tax, AMT, regular tax, tax credits.*Individual problems illustrated by form preparation for various items, with numerous "practice tips."*Impact of recent legislation and forms changes on the 1040. | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Preparing Not-for-Profit Financial Statements (Self-Study) (26SS-0363)26SS-0363 | *Key requirements, options, and disclosures related to each of the basic financial statements.*The reporting of functional and natural expense information.*Requirements related to providing liquidity and availability of financial assets information.*Core not-for-profit accounting requirements related to conditional and unconditional contributions, promises to give, contributed services, net assets, special events, the classification of expenses, and more. | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Preparing Not-for-Profit Financial Statements (Self-Study) (26SS-0364)26SS-0364 | *Key requirements, options, and disclosures related to each of the basic financial statements.*The reporting of functional and natural expense information.*Core not-for-profit accounting requirements related to conditional and unconditional contributions, promises to give, restrictions, designations, contributed services, net assets, special events, the classification of expenses, and more. | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Principles of Financial Statement Presentation (Self-Study) (26SS-0365)26SS-0365 | *The key presentation requirements with respect to an entity's financial statements.*ASC topics related to presentation requirements, with a focus on ASC Topic 205, ASC Topic 210, ASC Topic 220, ASC Topic 225, ASC Topic 230, ASC Topic 235, and ASC Topic 250.*Considerations around changes in accounting principles. | |
| Self-Study | | Downloadable PDF | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Privacy and Security Training: Obligations of Confidentiality and Safekeeping (Self-Study) (26SS-0366)26SS-0366 | *Obligations of confidentiality and safekeeping.*Security best practices to apply beyond work.*Likely causes and effects of a large-scale cyberattack.*Email security best practices.*Remote work security.*Mobile device security.*Internet of Things (IoT) risks.*Public Wi-Fi risk and the importance of using a VPN.*Recognizing and avoiding text message/phone call phishing.*Data loss prevention (DLP). | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Professional Email Writing Basics (Self-Study) (26SS-0367)26SS-0367 | *Create clear and concise email communication and utilize protocols that support and enhance your professionalism.*Best practices for excellent email etiquette.*Types of subject lines to avoid.*Subject line structure for maximum impact.*Creating effective greetings and sign offs.*When and how to use cc/bcc fields to avoid conflict and enhance connection.*Elevated "out of office reply" messages.*How to best convey the proper tone.*Avoiding common pitfalls.*How to handle misunderstandings and mishaps.*Examination of when to use text, instant messaging, or phone call instead of email.*Synthesizing ideas and using efficient methods of writing.*Creating concise email strings. | |
| Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | |
| Surgent's Progressive Discipline and Termination (Self-Study) (26SS-0368)26SS-0368 | *Defining progressive discipline, including typical steps in any progressive discipline process.*The importance of a fair disciplinary process.*When and how progressive discipline should be used, including using progressive discipline in the lead-up to termination.*Documentation best practices.*Limitations on at-will employment, including contracts and laws regarding discrimination and retaliation.*Avoiding key risks in the termination process.*Best practices for legally compliant termination procedures. | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Project Management for Finance Professionals (Self-Study) (26SS-0369)26SS-0369 | *Project management is a way of thinking and managing.*Identifying projects, needs, objectives, and deliverables.*Project feasibility evaluation.*Life cycle of a project.*What causes projects to fail.*Establishing the project scope and preventing "project creep."*Defining and managing stakeholders.*Organizational politics and conflict management.*Establishing the detailed schedule.*Introduction to project management software. | |
| Self-Study | | Downloadable PDF | 6 CPE (6 tech, 0 non-tech) | |
| Surgent's Project Management: Tips, Tricks and Traps (Self-Study) (26SS-0370)26SS-0370 | *Contrasting project management with operations management.*Reviewing organizational culture and how it applies to project management.*The various types of project management including Agile, Scrum, Waterfall, Critical path, and others.*Looking at risk management software and its application in different types of project management.*Managing and leading project management stakeholders. | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Project Management: Tips, Tricks and Traps (Self-Study) (26SS-0371)26SS-0371 | *Contrasting project management with operations management.*Reviewing organizational culture and how it applies to project management.*The various types of project management including Agile, Scrum, Waterfall, Critical path, and others.*Looking at risk management software and its application in different types of project management.*Managing and leading project management stakeholders. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Proven Controls to Steer You Clear of Fraud (Self-Study) (26SS-0372)26SS-0372 | *The price of fraud - ACFE's Report to the Nations.*Deviant workplace behavior.*Combating fraud with controls.*Controls used by fraud victim organizations and suggestions for better implementation.*Fraud's new frontier.*Corporate social, environmental, governance, and equity/inclusion reports and audits. | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Proven Controls to Steer You Clear of Fraud (Self-Study) (26SS-0373)26SS-0373 | *The price of fraud - ACFE's Report to the Nations.*Deviant workplace behavior.*Combating fraud with controls.*Controls used by fraud victim organizations and suggestions for better implementation.*Fraud's new frontier.*Corporate social, environmental, governance, and equity/inclusion reports and audits. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Public Speaking and Presentation Skills (Self-Study) (26SS-0374)26SS-0374 | *How experienced speakers manage presentation anxiety.*The elements of effective persuasion.*The three styles of speech.*Strategies to improve speech pace.*The importance of volume when presenting.*The art of the pause.*Methods for using visual aids.*Best practices for preparing for a presentation.*Components of an effective presentation. | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Purchase and Sale of a Residence: Critical Tax Issues (Self-Study) (26SS-0375)26SS-0375 | *General rules relating to the sale of a residence under Section 121.*Sale of a taxpayer's main home.*Qualifying for a partial exclusion of gain on the sale of a home.*How a taxpayer meets the residence requirement.*Meeting the look-back requirement.*Separated, divorced, and widowed taxpayers.*Work-related moves and unforeseeable events.*Inherited homes and homes received in a divorce.*Impact of business or rental use of home on the gain exclusion.*Reporting gain or loss on the sale of a home. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Quality Management and Peer Review (Self-Study) (26SS-0376)26SS-0376 | *AICPA's Engagement Quality Initiative.*When peer reviews are required and how they work.*Recent deficiencies noted by peer reviewers in audit, review and compilation engagements.*System of Quality Control required by the Auditing Standards Board (ASB).*Changes to the system of Quality Control. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Raising Financially Capable Children (Self-Study) (26SS-0377)26SS-0377 | *Discussion of the importance of financial education for the next generation.*Understanding a client's financial values.*Determining a client's financial literacy.*Helping clients develop a teaching roadmap.*Using knowledge to protect against entitlement.*Developing a knowledge base for the information, including a full list of recommended books on the topic and games for families to play.*Discussion of specific topics, including tips and tricks related to:-Allowances.-Earning, work, and entrepreneurship.-Spending, saving, and investing.-Philanthropy.-Taxes.-Credit cards, crypto, and financial fraud. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Real Estate for Accounting and Finance Professionals (Self-Study) (26SS-0378)26SS-0378 | *Rental income and expense calculation and reporting.*Deciphering Schedule E (Form 1040).*Nuances of vacation home rules.*Passive activity loss rules: foundations and implications.*Active vs. material participation in rental activities.*Tax reporting: how to group passive activities.*Limitations on passive losses: at-risk rules and deductions.*Classifying rental real estate activities.*Navigating exceptions in rental real estate taxation. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Real Estate Tax Boot Camp (Self-Study) (26SS-0379)26SS-0379 | *Coverage of recent tax legislation pertaining to real estate.*Installment sales.*Rental operations.*Depreciation and recapture.*Determination of basis.*Passive activity losses.*At-risk rules.*The qualified business income (QBI) deduction as it relates to rental real estate.*Like-kind exchanges.*Calculation of gain or loss on sale of real estate. | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Real Estate Taxation: Critical Considerations (Self-Study) (26SS-0380)26SS-0380 | *Comprehensive coverage of the One Big Beautiful Bill Act.*The impact of recent tax legislation on the real estate industry.*Depreciation and recapture.*Determining the basis when acquiring real estate.*Passive activity losses.*Calculation of gain or loss on sale of real estate.*Rental operations.*Installment sales. | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Real Estate Taxation: Critical Considerations (Self-Study) (26SS-0381)26SS-0381 | *Comprehensive coverage of the One Big Beautiful Bill Act.*The impact of recent tax legislation on the real estate industry.*Depreciation and recapture.*Determining the basis when acquiring real estate.*Passive activity losses.*Calculation of gain or loss on sale of real estate.*Rental operations.*Installment sales. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Reasonable Suspicion (Self-Study) (26SS-0382)26SS-0382 | *The psychosocial, physiological, and behavioral aspects of drug and alcohol abuse in the workplace.*The impact of drug and alcohol abuse on workplace safety.*The possible connection between performance issues and drug or alcohol abuse.*The role of documentation in reasonable suspicion testing.*Confidentiality concerns in the testing process. | |
| Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | |
| Surgent's Recent Changes in Workplace Regulations: Overtime, Non-compete Agreements and Employee/Independent Contractor (Self-Study) (26SS-0383)26SS-0383 | *Final Rule - Employee or Independent Contractor Classification Under the FLSA: the multifactor "economic reality" test; What analysis guides whether a worker is an employee or independent contractor under this final rule? Can a worker voluntarily waive employee status and choose to be classified as an independent contractor? Are any of the economic reality factors adopted in this rule more important than others when evaluating a worker's employment status? How does the final rule explain "extent to which the work performed is an integral part of the employer's business?"*The Federal Trade Commission's Decision on Non-compete Agreements: impact on new and existing non-competes; treatment and definitional terms for senior executives; definition of a non-compete clause; definition of a "worker."*New Overtime Rules: exemptions from minimum wage and overtime pay requirements for executive, administrative, professional, outside sales, and computer employees; increases in the standard level and the highly compensated employee total annual compensation threshold; new mechanism allowing for the timely and efficient updating of the salary and compensation thresholds. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Recruiting and Retaining Next Gen Talent (Self-Study) (26SS-0384)26SS-0384 | *Who are Next Gen employees, and what are their career objectives?*How employers can align their values with Next Gen values.*Establishing procedures and priorities that allow for attracting the best talent.*Maintaining relationships with employees to reduce turnover and grow organizations. | |
| Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | |
| Surgent's Reducing a Business Owner Client's Exposure to Social Security and Self-Employment Taxes (Self-Study) (26SS-0385)26SS-0385 | *Section 1402(a)(1) exclusions from the definition of self-employment income.*Application of the SE tax to members of limited liability companies.*Taking a self-employed owner's health insurance deductions against self-employment tax.*How using the S Corporation and the MMLLC treated as a partnership can help reduce an individual's exposure to self-employment tax.*How hiring a spouse and/or child helps reduce self-employment tax.*Differentiating between income treated as self- employment income and income that is not self-employment income. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Remote Leadership and Virtual Meeting Mastery (Self-Study) (26SS-0386)26SS-0386 | *Create an equipment/technology checklist before each meeting.*Structure your environment for maximum effect.*Manage and mitigate distractions.*Handle and respond to technology issues.*Present yourself with authority.*Prepare to achieve the best outcomes.*Establish an authentic and accessible professional presence.*Navigate a group meeting as well as one on one discussions.*Master audio only meetings and discussions. | |
| Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | |
| Surgent's Revenue Recognition for Long-Term Construction and Similar Contracts: Topic 606 Implementation Challenges (Self-Study) (26SS-0387)26SS-0387 | *Topic 606's five-step revenue recognition model.*Determining whether to recognize revenue over time or at a point in time under Topic 606.*Other unique considerations in applying the five-step model for entities currently using SOP 81-1.*Lessons learned and best practices from entities already adopting Topic 606. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Revenue Recognition: Top Challenges in Applying ASC 606 (Self-Study) (26SS-0388)26SS-0388 | *Types of performance obligations.*Bundled offerings.*Customizations.*Modifications to product specifications.*Requests for additional services.*Alterations in delivery timelines.*Long-term contracts.*Enforceability and payment terms. | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Revenue Recognition: U.S. GAAP vs. IFRS (Self-Study) (26SS-0389)26SS-0389 | *Key principles of Revenue Recognition.*Performance obligations in the Contract.*Noncash considerations.*Presentation of sales taxes.*Impairment reversal of capitalized contract costs.*Interim disclosures. | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Review and Analysis of Crucial OBBBA Changes (Self-Study) (26SS-0390)26SS-0390 | *Changes to the standard deduction.*Senior deduction.*Deduction for auto loan interest.*Estate tax changes and the portability option.*Tax consequences associated with investing in revised opportunity zones.*Full expensing of domestic R&E.*Individual and corporate charitable contributions.*Wagering losses.*Student loan discharges.*Taking advantage of scholarship granting organizations (SGOs).*Dependent care assistance program.*Other crucial OBBBA provisions. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Review of Form 709: Gift Tax Return (Self-Study) (26SS-0391)26SS-0391 | *Form 709, gift tax reporting, and the effect of the lifetime exclusion.*Present interest versus future interest.*The annual exclusion - what qualifies and how is it calculated.*Situations in which consenting spouses are not required to file Form 709.*Gifts excluded from gift tax reporting.*Adequate disclosure requirements and the statute of limitations.*Proper gift tax reporting of front-end-loaded Section 529 qualified tuition plans.*The inclusion of up-to-date revised forms and references.*Calculation of unified credit and prior year credit recalculation.*Calculation of additional credit for decedent spousal unused exemption (DSUE). | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Reviewing Audit Workpapers (Self-Study) (26SS-0392)26SS-0392 | *Documentation as a means of audit quality.*Responsibilities of the workpaper reviewer.*Important tips for providing reviews notes that will promote an effective and efficient financial statement audit.*Appropriate review considerations at various phases of the engagement, including before and after audit report date and report release. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's S Corporation Core Tax Issues From Formation Through Liquidation (Self-Study) (26SS-0393)26SS-0393 | *What exactly is terminating S Corporations, including recent rulings.*Schedules K-2 and K-3 reporting requirements and filing exceptions.*Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations.*Shareholder changes Living Trust and causes S termination.*LLCs electing S status, changing agreement could terminate election.*Inherited a new client with reporting errors? What are my options?*Debt vs. equity and Section 385; Federal Express battled and won, how do we?*Are we to expect SECA tax on pass-through entities?*Shareholders losing "substance over form" argument.*Basis neither increased by phantom income, nor reduced by non-deducted pass-through losses.*Can I accrue expenses payable to a shareholder? Sure, but can I deduct them?*How Section 179 limitations affect S Corp. basis.*Comparison of liquidation of a C Corporation vs. the liquidation of an S Corporation.*Did not timely file Form 2553? A simple method to correct.*Is there a "flexible standard of law" in regard to closely held entities? | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's S Corporation Core Tax Issues From Formation Through Liquidation (Self-Study) (26SS-0394)26SS-0394 | *What exactly is terminating S Corporations, including recent rulings.*Schedules K-2 and K-3 reporting requirements and filing exceptions.*Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations.*Shareholder changes Living Trust and causes S termination.*LLCs electing S status, changing agreement could terminate election.*Inherited a new client with reporting errors? What are my options?*Debt vs. equity and Section 385; Federal Express battled and won, how do we?*Are we to expect SECA tax on pass-through entities?*Shareholders losing "substance over form" argument.*Basis neither increased by phantom income, nor reduced by non-deducted pass-through losses.*Can I accrue expenses payable to a shareholder? Sure, but can I deduct them?*How Section 179 limitations affect S Corp. basis.*Comparison of liquidation of a C Corporation vs. the liquidation of an S Corporation.*Did not timely file Form 2553? A simple method to correct.*Is there a "flexible standard of law" in regard to closely held entities? | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's S Corporation Taxation: Advanced Issues (Self-Study) (26SS-0395)26SS-0395 | *Detailed rules governing basis in the shareholder's debt and stock.*Inclusion of OBBBA (One Big Beautiful Bill Act) provisions that are germane to this course.*AAA.*Built-in gains incurred from the sale of assets.*Redemptions and liquidations.*Compensation planning for shareholders, including planning strategies under the SECURE Act.*Tax Cuts and Jobs Act of 2017 and the various stimulus acts, as applicable. | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's S Corporation Taxation: Advanced Issues (Self-Study) (26SS-0396)26SS-0396 | *Detailed rules governing basis in the shareholder's debt and stock.*Inclusion of OBBBA (One Big Beautiful Bill Act) provisions that are germane to this course.*AAA.*Built-in gains incurred from the sale of assets.*Redemptions and liquidations.*Compensation planning for shareholders, including planning strategies under the SECURE Act.*Tax Cuts and Jobs Act of 2017 and the various stimulus acts, as applicable. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's S Corporation, Partnership and LLC Tax Update (Self-Study) (26SS-0397)26SS-0397 | *Discussion of key individual provisions of the One Big Beautiful Bill Act, such as TCJA provisions made permanent, new tip income deduction, new overtime pay deduction, Trump accounts, and the expanded SALT cap.*Comprehensive coverage of business provisions of the One Big Beautiful Bill Act, including but not limited to:-Bonus Depreciation made permanent.-Increased Section 179 deduction.-Changes to Section 174 R&E Expenditures.-Changes to Section 163(j).-Form 1099/1099-K changes.-Qualified Small Business Stock Exclusion.-Excess Business Loss Limitation.*Section 1244 Small Business Stock and Section 1202 Qualified Small Business Stock treatment and applicability.*Guidance on the impact of recent legislation on S Corporations and partnership entities.*A review of the key cases, rulings, and tax law changes affecting S Corporations, partnerships, limited liability companies, and limited liability partnerships. | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's SAS 134 and Other Reporting Considerations (Self-Study) (26SS-0398)26SS-0398 | *Revised format of audit opinion under SAS 134.*Additional responsibilities of both management and the auditors under SAS 134.*Additional requirements related to SASs 135-140.*Qualified auditor reports, their wording, and when the auditor would issue one of them.*Circumstances requiring the addition of Emphasis of Matter and Other Matter paragraphs to the standard unqualified audit report. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Schedule 1-A: Implementing Important OBBBA Deductions for 2025 (Self-Study) (26SS-0399)26SS-0399 | *Purpose and organization of Schedule 1-A, Form 1040.*Taxpayers who can use Schedule 1-A.*The relationship of Form 1040 and Schedule 1-A.*Calculating modified adjusted gross income (MAGI) on Part I, Schedule 1-A.*The tip deduction, calculated on Part II, Schedule 1-A.*The overtime deduction, calculated on Part III, Schedule 1-A.*The car loan interest deduction, calculated on Part IV, Schedule 1-A.*The senior deduction, calculated on Part V, Schedule s1-A.*Phase-outs at higher levels of income. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Schedules K-2 and K-3: Filing Requirements (Self-Study) (26SS-0400)26SS-0400 | *Detailed discussion of the small entity filing exception.*Detailed discussion of the domestic filing exception.*Filing requirements and exceptions for every part of Schedules K-2 and K-3.*Numerous examples based on common client situations encountered in practice. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Schedules K-2 and K-3: Preparation of Forms (Self-Study) (26SS-0401)26SS-0401 | *How to read and complete Parts II and III for Foreign Tax Credit.*Understand attachment requirements in Part I.*Practical tips on how to tackle Parts IV and IX for corporate partners.*How to correctly fill out Part X for foreign partners.*Comprehensive examples for operating, real estate rental, and investment partnerships with filled-in sample forms. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's SEC Form 8-K: When to File and What to Disclose (Self-Study) (26SS-0402)26SS-0402 | *The overall purpose of the Form 8-K.*Triggering events for filing the Form 8-K.*Filing deadline for the Form 8-K. | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's SEC Hot Topics: MD&A and Non-GAAP Financial Measures (Self-Study) (26SS-0403)26SS-0403 | *The overall importance of the rules and regulations with respect to the Management's Discussion and Analysis (MD&A) section of an entity's consolidated financial statements filed with the U.S. Securities and Exchange Commission (SEC).*An overview of Non-GAAP Financial Measures. | |
| Self-Study | | Downloadable PDF | 5 CPE (5 tech, 0 non-tech) | |
| Surgent's Section 199A: Applications and Challenges (Self-Study) (26SS-0404)26SS-0404 | *Changes to Section 199A in the One Big Beautiful Bill Act of 2025.*The latest guidance from the IRS provided through regulations or administrative announcements.*Taxpayers that own multiple entities and aggregation rules.*Calculating qualified business income.*The latest guidance on specified trades or businesses.*Taxable income limits on specified service trades or businesses.*Maximizing the 20 percent deduction for pass-through entities and Schedule Cs.*Accounting for negative QBI.*Whether particular tax entities offer a greater Section 199A deduction.*Whether the owner of a Schedule E with net rental income can claim the Section 199A deduction.*A look to the future. Will Section 199A survive? | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Section 529 Plans: A Comprehensive Guide (Self-Study) (26SS-0405)26SS-0405 | *529 plan structure, requirements, and tax treatment.*Qualified education expenses, K-12 allowances, and student loan limits.*Contribution rules, gift-tax interactions, and the five-year election.*Distribution rules, penalties, and coordination with financial aid.*State tax considerations and recapture issues.*SECURE Act 2.0 529-to-Roth IRA rollover provisions.*Grandparent-owned 529 plans and FAFSA implications.*Multigenerational and dynasty 529 planning strategies.*Common challenges, risks, and practical decision frameworks. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs (Self-Study) (26SS-0406)26SS-0406 | *How and why a partnership makes a 754 election.*The effect of the 754 election when an interest in a partnership is sold or inherited.*How the 754 election applies when a partnership makes a distribution of property to one or more of its partners.*How to make the 754 basis adjustment. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Securing a Comfortable Retirement (Self-Study) (26SS-0407)26SS-0407 | *Retirement planning using variables such as desired lifestyle, travel plans, housing plans, medical needs, and family needs to customize a retirement plan unique to the client.*Using the residence and other real estate as retirement assets through equity and rent.*Using the small business as a retirement resource through creative retirement plans, non-qualified deferred compensation, and converting the value of the business through sales within the family or to an outside party.*An overview of portfolio management for retirees, including sustainable portfolio withdrawal rates; balancing investments between income and equity, and taxable and nontaxable; and asset liquidation and distribution timing to minimize the tax impact of retirement distributions and maximize cash flow from retirement vehicles and Social Security.*The three-legged retirement stool: employer retirement, savings, and Social Security.*Updates introduced by the One Big Beautiful Bill Act.*Analysis of the most current/important research on retirement planning and sustaining retirement income levels.*Planning with the new retirement provisions of SECURE Act 2.0. | |
| Self-Study | | Downloadable PDF | 6 CPE (6 tech, 0 non-tech) | |
| Surgent's Securing a Comfortable Retirement in the Age of Spending (Self-Study) (26SS-0408)26SS-0408 | *Retirement planning using variables such as desired lifestyle, travel plans, housing plans, medical needs, and family needs to customize a retirement plan unique to the client.*Using a residence and other real estate as retirement assets through equity and rent.*Using a small business as a retirement resource through creative retirement plans.*Overview of asset allocation, portfolio management, portfolio rebalancing, and investment selection concepts, before and after retirement.*The three-legged retirement stool: employer retirement, savings, and Social Security.*Planning with the new retirement provisions of SECURE Act 2.0.*Updates introduced by the One Big Beautiful Bill Act.*Distribution/asset liquidation planning.*Analysis of the most current/important research on retirement planning and sustaining retirement income levels. | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Securing a Comfortable Retirement in the Age of Spending (Self-Study) (26SS-0409)26SS-0409 | *Retirement planning using variables such as desired lifestyle, travel plans, housing plans, medical needs, and family needs to customize a retirement plan unique to the client.*Using a residence and other real estate as retirement assets through equity and rent.*Using a small business as a retirement resource through creative retirement plans.*Overview of asset allocation, portfolio management, portfolio rebalancing, and investment selection concepts, before and after retirement.*The three-legged retirement stool: employer retirement, savings, and Social Security.*Planning with the retirement provisions of SECURE Act 2.0.*Updates introduced by the One Big Beautiful Bill Act.*Distribution/asset liquidation planning.*Analysis of the most current/important research on retirement planning and sustaining retirement income levels. | |
| Self-Study | | Downloadable PDF | 12 CPE (12 tech, 0 non-tech) | |
| Surgent's Select Estate and Life Planning Issues for the Middle-Income Client (Self-Study) (26SS-0410)26SS-0410 | *Changes to the lifetime estate tax exemption in light of proposed regulations.*SECURE 2.0 updates.*More than 20 documents that should be reviewed that are neither a will nor trust.*Provisions you need in a will.*Trusts and other arrangements for children.*Durable powers of attorney for healthcare and for financial matters.*Realistic retirement goals.*Developments relative to estate tax, and the implications for planning. | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Select Estate and Life Planning Issues for the Middle-Income Client (Self-Study) (26SS-0411)26SS-0411 | *Changes to the lifetime estate tax exemption in light of proposed regulations.*SECURE 2.0 updates.*More than 20 documents that should be reviewed that are neither a will nor trust.*Provisions you need in a will.*Trusts and other arrangements for children.*Durable powers of attorney for healthcare and for financial matters.*Realistic retirement goals.*Developments relative to estate tax, and the implications for planning. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Selected Issues in Preparation of 1040 Individual Income Tax Returns (Self-Study) (26SS-0412)26SS-0412 | *Business income and expenses.*IRAs, qualified retirement plans, and Social Security benefits.*Depreciation and recapture.*Rental income and expenses, income via Schedule K-1, and loss limitations.*Alternative Minimum Tax.*Casualty losses, moving expenses, sale of home, alimony, and penalties. | |
| Self-Study | | Downloadable PDF | 10 CPE (10 tech, 0 non-tech) | |
| Surgent's Service Organization Control Reports: A User Auditor View (Self-Study) (26SS-0413)26SS-0413 | *Types of SOC reports.*Uses of SOC reports by user auditors.*Characteristics of SOC reports.*Format of a SOC1 report.*Using a SOC1 report on a financial statement audit. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Simply Auditing Not-for-Profits Efficiently (Self-Study) (26SS-0414)26SS-0414 | *How distinctive funding sources, different operating purposes, and lack of ownership interests affect risk assessment and planning in the audit of a not-for-profit.*Key considerations and auditing procedures applied in auditing contributions, functional expenses, net assets, etc..*Frequent issues arising in audits of not-for-profits (e.g., independence concerns, communicating with those charged with governance, Yellow Book audits, single audits, etc.) | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Single Auditing Made Simple (Self-Study) (26SS-0415)26SS-0415 | *The key requirements and responsibilities related to the schedule of expenditures of federal awards and major program determination.*The process of how the auditor determines the direct and material compliance requirements, obtains an understanding of and tests the related internal controls, and performs compliance testing.*The development and reporting of findings in the schedule of findings and questioned costs.*Additional performance and reporting responsibilities. | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Six Common Barriers to Investment Success (Self-Study) (26SS-0416)26SS-0416 | *Availability bias.*Herding.*Loss aversion.*Present bias.*Anchoring.*Home country bias. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Skills to Enhance Personal and Professional Networks (Self-Study) (26SS-0417)26SS-0417 | *The value of strategic networking.*Quality vs. quantity in networking.*Networking for professional opportunities.*Person-to-person networking.*Maintaining and expanding your current connections.*Networking for introverts.*Long-term networking strategies. | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Small Business Accounting, Audit and Attest Update (Self-Study) (26SS-0418)26SS-0418 | *Small and medium-sized business-related FASB ASUs, including recent PCC activities.*Recently issued AICPA standards.*Ethics and independence updates and interpretations.*Newly issued SSARS and SSAE standards.*SASs effective for 2025 audits and beyond. | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Smart Formula Selection in Excel: What to Use When (Self-Study) (26SS-0419)26SS-0419 | *Introduction to strategic formula use.*Conditional logic and branching tools.*Summarizing data.*Filtering and output control.*Custom output and decision trees.*Embedded variables and reusability.*Best practices for formula selection. | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Social Security and Medicare: Planning for You and Your Clients (Self-Study) (26SS-0420)26SS-0420 | *Comprehensive coverage of the One Big Beautiful Bill Act.*A full chapter devoted to determining the best planning options for maximizing joint Social Security benefits.*Retirement benefits: Amount of benefits in various circumstances; how the amounts are distributed within the family unit.*Qualification: Has the client retired? How business entities may be used for Social Security advantage.*Income taxation of Social Security: avoidance tactics.*Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client?*When can hiring the spouse increase overall benefits? Why should both spouses qualify for survivor benefits?*Disability benefits.*When to start Social Security benefits: Advantages and disadvantages at ages 62, full retirement age, and 70.*Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later?*Pensions: Distribution strategies; how to use the minimum distribution rules in concert with Social Security benefits.*IRAs: Is it time to convert to a Roth?*Medicare, Part D prescription drugs: what retirees need to know. | |
| Self-Study | | Downloadable PDF | 12 CPE (12 tech, 0 non-tech) | |
| Surgent's Social Security and Medicare: Planning for You and Your Clients (Self-Study) (26SS-0421)26SS-0421 | *Comprehensive coverage of the One Big Beautiful Bill Act.*A full chapter devoted to determining the best planning options for maximizing joint Social Security benefits.*Retirement benefits: Amount of benefits in various circumstances; how the amounts are distributed within the family unit.*Qualification: Has the client retired? How business entities may be used for Social Security advantage.*Income taxation of Social Security: avoidance tactics.*Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client?.*When can hiring the spouse increase overall benefits? Why should both spouses qualify for survivor benefits?*Disability benefits.*When to start Social Security benefits: Advantages and disadvantages at ages 62, full retirement age, and 70.*Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later?*Pensions: Distribution strategies; how to use the minimum distribution rules in concert with Social Security benefits.*IRAs: Is it time to convert to a Roth?*Medicare, Part D prescription drugs: what retirees need to know. | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Social Security: Dispelling Common Myths With Essential Truths (Self-Study) (26SS-0422)26SS-0422 | *Will Social Security be there for me?*How is my benefit calculated?*Can I claim my benefit and work too?*When do I stop paying Social Security taxes?*Why does my government pension cause my benefits to be reduced?*Can I claim spousal benefits now and my own later?*What is my breakeven?*Can I claim benefits from my ex-spouse?*What do you mean I may pay taxes on my income benefits? | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know (Self-Study) (26SS-0423)26SS-0423 | *Understanding the time commitment required to start and run a business.*Selecting a corporate structure to protect your personal assets.*Building your product or service.*Sales and marketing in your business.*Establishing your owners, investors, managers, and employees.*Accounting, recording-keeping, and other software programs.*Leases, contracts, and employee agreements.*Protecting intellectual property.*Insurance.*Business plans.*Financing.*Market position. | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Stock vs. Asset Acquisitions of C Corporations (Self-Study) (26SS-0424)26SS-0424 | *Advantages and disadvantages to buyer and seller of an asset acquisition and a stock acquisition.*Tax treatment of consulting agreements and covenants not to compete.*Sale of personal goodwill associated with an asset acquisition.*Tax consequences associated with a stock acquisition and an asset acquisition.*Acquisitive reorganizations.*Non-tax issues that must be considered when a corporation is acquired. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Strategies for Maximizing Social Security Benefits (Self-Study) (26SS-0425)26SS-0425 | *When is a person eligible to take Social Security benefits?*Factors to consider when selecting an option for taking Social Security benefits.*Is there a best age to start taking Social Security benefits?*How to maximize Social Security benefit payments for surviving spouses.*How can a divorced spouse collect Social Security benefits based on the work record of a former spouse?*How minor children can collect Social Security benefits based on the work record of an older parent. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Successful Communication (Self-Study) (26SS-0426)26SS-0426 | *Barriers to communication, especially when working remotely.*Modules and best practices for effective communication.*Keys to effective non-verbal communication.*Effective listening techniques. | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Succession Planning for the Small Business Owner: Finding the Exit Ramp (Self-Study) (26SS-0427)26SS-0427 | *How to find unrelated buyers of a business.*Maintaining control of the business succession process.*Turning over the reins to family members: when to give up control.*Finding the right team to sell a business.*Options for selling a business to an unrelated party.*Options for selling a business to family members.*Options for selling a business to employees.*Overcoming the emotional attachment to a business.*Selling to family members for a life annuity.*Using family partnerships and trusts to transfer a business. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Succession Planning for the Small Business Owner: Finding the Exit Ramp (Self-Study) (26SS-0428)26SS-0428 | *How to find unrelated buyers of a business.*Maintaining control of the business succession process.*Turning over the reins to family members: when to give up control.*Finding the right team to sell a business.*Options for selling a business to an unrelated party.*Options for selling a business to family members.*Options for selling a business to employees.*Overcoming the emotional attachment to a business.*Selling to family members for a life annuity.*Using family partnerships and trusts to transfer a business. | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Surging Auditors: Daily Dilemmas (Self-Study) (26SS-0429)26SS-0429 | *The importance of proper documentation of workpapers.*Meeting firm-mandated ethical requirements.*Independence issues related to client relationships.*Client engagement and entertainment.*Accurate and complete reporting of time. | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Surgent's Surging Auditors: Internal Out of Control (Self-Study) (26SS-0430)26SS-0430 | *Refresher on understanding internal controls.*When testing internal controls is required |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Surging Auditors: Professional Skeptic (Self-Study) (26SS-0431)26SS-0431 | *Demonstrating professional skepticism.*Assessing audit evidence.*Responding to contradictory evidence.*Assessing the sufficiency of audit evidence. | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Surging Auditors: Revenue Rush (Self-Study) (26SS-0432)26SS-0432 | *Application of ASC 606 to contractual situations.*Identifying key information necessary to apply ASC 606.*Assessing compliance with the guidance of ASC 606. | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Surging Auditors: Searching for Unrecorded Liabilities (Self-Study) (26SS-0433)26SS-0433 | *Optimal resource requests to support an appropriate search for unrecorded liabilities.*Tracing transactions to the detail to identify whether liabilities are properly recorded.*Evaluation of evidence to meet management's assertions. | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Surging Auditors: Wally's Warehouse (Self-Study) (26SS-0434)26SS-0434 | *Observation and professional skepticism.*Interviewing the client.*Performing test counts.*Evaluating the results obtained. | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's System and Organization Controls (SOC) Engagements (Self-Study) (26SS-0435)26SS-0435 | *Purpose and organization of the Trust Services Criteria.*Management assertions specific to different SOC engagement types.*Intended users of SOC 1, SOC 2, and SOC 3 reports.*Determination and use of materiality in SOC engagements.*Criteria for considering a vendor as a subservice organization.*Inclusive vs. carve-out method for subservice organizations.*Service commitments and system requirements in SOC 2 engagements.*Appropriate form and content of SOC reports. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Taking Advantage of Array Formulas in Excel (Self-Study) (26SS-0436)26SS-0436 | *Differentiating array formulas from regular Excel formulas and explaining their significance.*Practical application of array formulas: how to effectively implement and utilize these formulas in a variety of common Excel tasks and scenarios.*Utilization of dynamic arrays and spill functions, highlighting their role in modern Excel data handling.*Complex functions such as SUMPRODUCT, UNIQUE, SORT, and FILTER, focusing on multi-condition summing and data management.*How to simplify the use of static values called array constants. | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Taking Advantage of Installment Sales (Self-Study) (26SS-0437)26SS-0437 | *How does the IRC define an installment sale under IRC Sec 453?*When can a taxpayer utilize the provisions of IRC Sec 453?*When should a taxpayer utilize the provisions of an installment sale and when should it be avoided?*How does the issue of a "dealer" vs. a "non-dealer" impact the use of the installment sale method?*Reporting an installment sale when related parties are involved.*Calculating an installment sale.*How has the Tax Cuts and Jobs Act impacted the use of the installment sale method? | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Taking Advantage of Installment Sales (Self-Study) (26SS-0438)26SS-0438 | *How does the IRC define an installment sale under IRC Sec 453?*When can a taxpayer utilize the provisions of IRC Sec 453?*When should a taxpayer utilize the provisions of an installment sale and when should it be avoided?*How does the issue of a "dealer" vs. a "non-dealer" impact the use of the installment sale method?*Reporting an installment sale when related parties are involved.*Calculating an installment sale.*How has the Tax Cuts and Jobs Act impacted the use of the installment sale method? | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Taking Advantage of Installment Sales and Like-Kind Exchanges (Self-Study) (26SS-0439)26SS-0439 | *How does the IRC define an installment sale under Section 453?*When can a taxpayer utilize the provisions of IRC Section 453?*When should a taxpayer utilize the provisions of an installment sale and when should it be avoided.*How does the issue of a "dealer" vs. a "non-dealer" impact the use of the installment sale method.*How to report an installment sale when related parties are involved.*How to calculate an installment sale.*How has the Tax Cuts and Jobs Act impacted the use of the Installment Sale Method.*What is a like-kind exchange as defined by IRC Section 1031.*When can a taxpayer utilize the provisions of IRC Section 1031.*What types of real property are eligible for like-kind exchange treatment and what types are not.*What is "boot" and how does it impact the like-kind exchange deferral.*How to calculate a like-kind exchange including any taxable portion.*How has the Tax Cuts and Jobs Act impacted the use of like-kind exchanges. | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Taking Advantage of Installment Sales and Like-Kind Exchanges (Self-Study) (26SS-0440)26SS-0440 | *How does the IRC define an installment sale under Section 453?*When can a taxpayer utilize the provisions of IRC Section 453?*When should a taxpayer utilize the provisions of an installment sale and when should it be avoided.*How does the issue of a "dealer" vs. a "non-dealer" impact the use of the installment sale method.*How to report an installment sale when related parties are involved.*How to calculate an installment sale.*How has the Tax Cuts and Jobs Act impacted the use of the Installment Sale Method.*What is a like-kind exchange as defined by IRC Section 1031.*When can a taxpayer utilize the provisions of IRC Section 1031.*What types of real property are eligible for like-kind exchange treatment and what types are not.*What is "boot" and how does it impact the like-kind exchange deferral.*How to calculate a like-kind exchange including any taxable portion.*How has the Tax Cuts and Jobs Act impacted the use of like-kind exchanges. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Taking Advantage of Like-Kind Exchanges (Self-Study) (26SS-0441)26SS-0441 | *Understanding the history of IRC Sec 1031.*Who does and does not qualify for utilizing the like-kind provisions.*Which properties do and do not qualify for like-kind exchanges.*The differences between a "dealer" and a "non-dealer" regarding like-kind exchanges.*How to complete a like-kind exchange.*The different types of like-kind exchanges.*The definition of "boot" and how it applies to like-kind exchanges.*Rules concerning Revenue Ruling 72-456, and.*Form 8824. | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Taking Advantage of Like-Kind Exchanges (Self-Study) (26SS-0442)26SS-0442 | *Understanding the history of IRC Sec 1031.*Who does and does not qualify for utilizing the like-kind provisions.*Which properties do and do not qualify for like-kind exchanges.*The differences between a "dealer" and a "non-dealer" regarding like-kind exchanges.*How to complete a like-kind exchange.*The different types of like-kind exchanges.*The definition of "boot" and how it applies to like-kind exchanges.*Rules concerning Revenue Ruling 72-456, and.*Form 8824. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Tax and Advisory With Agentic AI (Self-Study) (26SS-0443)26SS-0443 | *Agent use in transfer pricing, tax compliance automation, and M&A due diligence.*Examples of agent deployment in global accounting firms.*Regulatory frameworks.*Governance and controls for autonomous tax tools.*Strategic advisory with agent-based scenario planning. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Tax Aspects of Home Offices and Vacation Homes (Self-Study) (26SS-0444)26SS-0444 | *Mixed use of a residence: how deductions are limited in rental situations.*Home office: qualification and calculation.*Strategies and planning for renting a principal residence instead of selling it.*Why buying a vacation home can be a very smart investment.*Should you rent or use your vacation home? Opportunities and pitfalls.*Rules for using like-kind exchanges on principal residences and vacation homes.*Understanding the tax rules for acquisition indebtedness and home equity indebtedness.*Maximizing your interest expense deduction in light of limitations in the tax code. | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Tax Forms Boot Camp: LLCs, Partnerships and S Corporations (Self-Study) (26SS-0445)26SS-0445 | *Updates related to HR 1, One Big Beautiful Bill Act - incorporated throughout the material.*The tax consequences, opportunities, and pitfalls of operating a business as a partnership, LLC, or S Corporation.*Reporting requirements and filing exceptions for Schedules K-2 and K-3.*Form 7203, "S Corporation Shareholder Stock and Debt Basis Limitations."*Income tax laws for S Corporations ranging from eligibility and election to tax return preparation, stock basis, and loss limitation issues.*Recognizing and handling special pass-through items of income and expense.*Preparing S Corporation returns and reconciling book income to taxable income.*Preparing partnership returns and reconciling book income to taxable income.*What the transactional method entails and how to report partners' capital accounts under this method.*Properly handling the tax treatment of distributions to shareholders, partners, or members.*The special restrictions and sanctions for tax year-end selection.*The basics of partnership and LLC formation and basis calculation.*Self-employment tax or NOT, for each entity.*Filling in K-1s correctly for S Corporations, partnerships, and LLCs. Major changes in K-1 reporting on both partnership and S Corporation forms and content.*The most frequently used forms and schedules, including some form "oddities." | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Tax Forms Boot Camp: LLCs, Partnerships and S Corporations (Self-Study) (26SS-0446)26SS-0446 | *Updates related to HR 1, One Big Beautiful Bill Act - incorporated throughout the material.*The tax consequences, opportunities, and pitfalls of operating a business as a partnership, LLC, or S Corporation.*Reporting requirements and filing exceptions for Schedules K-2 and K-3.*Form 7203, "S Corporation Shareholder Stock and Debt Basis Limitations."*Income tax laws for S Corporations ranging from eligibility and election to tax return preparation, stock basis, and loss limitation issues.*Recognizing and handling special pass-through items of income and expense.*Preparing S Corporation returns and reconciling book income to taxable income.*Preparing partnership returns and reconciling book income to taxable income.*What the transactional method entails and how to report partners' capital accounts under this method.*Properly handling the tax treatment of distributions to shareholders, partners, or members.*The special restrictions and sanctions for tax year-end selection.*The basics of partnership and LLC formation and basis calculation.*Self-employment tax or NOT, for each entity.*Filling in K-1s correctly for S Corporations, partnerships, and LLCs. Major changes in K-1 reporting on both partnership and S Corporation forms and content.*The most frequently used forms and schedules, including some form "oddities." | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Tax Loss Limitations Imposed on Individuals and Pass-through Entities (Self-Study) (26SS-0447)26SS-0447 | *How to calculate a partner or S Corporation shareholder's basis.*Form 7203 and an S Corporation shareholder's basis.*The at risk basis rules and Form 6198.*The passive activity loss limits.*The Section 461(l) loss rule.*The net operating loss limitation rules.*The Section 163(j) business interest limitation. | |
| Self-Study | | On-Demand | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Tax Planning for Rental Real Estate (Self-Study) (26SS-0448)26SS-0448 | *Rental activities and passive activities.*Material participation.*Real estate professional status.*Active participation status.*Depreciation recapture - Sections 1245, 1250, and 291.*Vacation homes rented out.*QBI deduction and rental properties.*Section 1237 safe harbor for divided parcel sales.*Practitioner considerations. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Tax Reporting for Executive Compensation (Self-Study) (26SS-0449)26SS-0449 | *Nonqualified deferred compensation (NQDC).*Nonqualified stock options (NQSOs).*Incentive stock options (ISOs).*Restricted stock/restricted stock units (RSUs).*Stock appreciation rights (SARs) and phantom stock.*Employee stock purchase plans (ESPPs).*Applicable tax forms and schedules.*Stock sale reporting.*Estimated taxes.*Filing deadlines and extensions.*State taxation. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Tax Research (Self-Study) (26SS-0450)26SS-0450 | *Tax code hierarchy.*Organization of an Internal Revenue Code section.*Special rules for IRC citation.*Citing other primary authority.*Private letter rulings.*Primary vs. secondary authority.*Secondary sources of authority.*Steps in the tax research process.*Research memoranda. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Tax Research: Intermediate Concepts (Self-Study) (26SS-0451)26SS-0451 | *Tax code hierarchy.*Organization of an Internal Revenue Code section.*Special rules for IRC citation.*Citing other primary authorities.*Private letter rulings.*Primary vs. secondary authority.*Secondary sources of authority.*Steps in the tax research process.*Research memoranda. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Tax Update for Client Advisory Services (Self-Study) (26SS-0452)26SS-0452 | *Common tax deadlines and penalties.*Employee Retention Credit - new developments.*Beneficial ownership information reporting.*Bonus depreciation changes.*Form 1099 reporting and changes.*Online accounts and IP PINs.*Virtual currency updates.*Green energy credit compliance. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Taxation of Partnership Distributions and Sales of Partnership Interests (Self-Study) (26SS-0453)26SS-0453 | *Types of partnership distributions.*Liquidating partnership distributions.*Basis of property distributed by a partnership.*Special basis adjustments under Section 732(d).*Abandoned and worthless partnership interests.*Section 751(a) exchange.*Transactions between partners and their partnerships.*Disguised sales.*Section 736(a) and (b) payments. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Taxation of the Mobile Workforce (Self-Study) (26SS-0454)26SS-0454 | *What states do not have an income tax? What is the relevance to employers?*Where does an employer have an obligation to withhold state taxes for an employee?*At what point does an employee become a resident?*Where is unemployment paid for an out-of-state employee? | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Taxation of the Mobile Workforce (Self-Study) (26SS-0455)26SS-0455 | *What states do not have an income tax? What is the relevance to employers?*Where does an employer have an obligation to withhold state taxes for an employee?*At what point does an employee become a resident?*Where is unemployment paid for an out-of-state employee? | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Taxation of Tips and Overtime Under OBBBA (Self-Study) (26SS-0456)26SS-0456 | *$12,500 deduction per individual for qualified overtime pay.*Payment of overtime under the Fair Labor Standards Act (FLSA).*Calculating the "premium portion" of the extra half-time pay.*Social Security and Medicare withholding.*Employer furnishing the record of qualified overtime compensation to employees.*Definition of a qualified tip.*IRS list of traditionally-tipped occupations.*$25,000 deduction for reported tips.*The transition rule allowing employers to indicate the approximate amount designated as tips or overtime.*State tax issues relating to tips and overtime.*Changes in the W-2 reflecting new employer reporting responsibilities. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Technical Business Practice Issues and Tax Forms for Experienced Practitioners (Self-Study) (26SS-0457)26SS-0457 | *Bonus depreciation and Section 179 changes under the OBBBA.*Schedules K-2 and K-3 and filing exceptions.*Form 7203.*IRS Tax Pro Account.*IRS modernization initiatives.*Information Returns Intake System (IRIS).*Identity Theft warnings.*IRS guidance for the marijuana industry.*"Recycled" Form 1099-NEC to report nonemployee compensation.*Form 1065 steps for reporting capital.*Centralized audit regime; late filing penalties and small partnership relief.*"Substance over Form" argument of shareholder loans.*Advanced study of "At-Risk" loans.*Employer W-2 correction requests.*Don't get caught watching the paint dry -- What is hot and new.*What is terminating S Corporations today?*Special allocation issues of Section 704.*Final regulations for allocating depreciation recapture to partners and members of LLCs. | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Technical Business Practice Issues and Tax Forms for Experienced Practitioners (Self-Study) (26SS-0458)26SS-0458 | *Bonus depreciation and Section 179 changes under the OBBBA.*Schedules K-2 and K-3 and filing exceptions.*Form 7203.*IRS Tax Pro Account.*IRS modernization initiatives.*Information Returns Intake System (IRIS).*Identity Theft warnings.*IRS guidance for the marijuana industry.*"Recycled" Form 1099-NEC to report nonemployee compensation.*Form 1065 steps for reporting capital.*Centralized audit regime; late filing penalties and small partnership relief.*"Substance over Form" argument of shareholder loans.*Advanced study of "At-Risk" loans.*Employer W-2 correction requests.*Don't get caught watching the paint dry -- What is hot and new.*What is terminating S Corporations today?*Special allocation issues of Section 704.*Final regulations for allocating depreciation recapture to partners and members of LLCs. | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Technical Individual Practice Issues and Tax Forms for Experienced Practitioners (Self-Study) (26SS-0459)26SS-0459 | *What's NEW for this year - Items all practitioners must know.*Coverage of One Big Beautiful Bill Act.*1099-K reporting requirements.*Qualified Business Income -- Coverage of Section 199A including the real estate safe harbor.*A tour of the most recent forms changes, starting from gross income and ending with selected credits, including the latest IRS guidance on significant recent tax legislation.*How will clients (and practitioners) interact with IRS in the future and how the pandemic is steering the IRS to ramp up with digital communication efforts.*Hot developments and current areas of interest.*Virtual Currency and Digital Asset Taxation.*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas.*Form 6198 -- At-risk basis: Detailed case study and discussion of how this form is to be used and when it needs to be filed; learn how basis and at-risk basis are different, and why this is significant.*Form 6252 -- Installment sale income: A common tax area; however, a case study and discussion of this topic includes advanced issues such as gain on reacquisition of installment sale property, including worksheets on calculating gain & tax basis of reacquired property.*Form 5329 -- Additional taxes on qualified plans: Advanced study of how to avoid penalties.*Coverage of Section 1202 and Section 1045 transactions with examples. | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Technical Individual Practice Issues and Tax Forms for Experienced Practitioners (Self-Study) (26SS-0460)26SS-0460 | *What's NEW for this year - Items all practitioners must know.*Coverage of One Big Beautiful Bill Act.*1099-K reporting requirements.*Qualified Business Income -- Coverage of Section 199A including the real estate safe harbor.*A tour of the most recent forms changes, starting from gross income and ending with selected credits, including the latest IRS guidance on significant recent tax legislation.*How will clients (and practitioners) interact with IRS in the future and how the pandemic is steering the IRS to ramp up with digital communication efforts.*Hot developments and current areas of interest.*Virtual Currency and Digital Asset Taxation.*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas.*Form 6198 -- At-risk basis: Detailed case study and discussion of how this form is to be used and when it needs to be filed; learn how basis and at-risk basis are different, and why this is significant.*Form 6252 -- Installment sale income: A common tax area; however, a case study and discussion of this topic includes advanced issues such as gain on reacquisition of installment sale property, including worksheets on calculating gain & tax basis of reacquired property.*Form 5329 -- Additional taxes on qualified plans: Advanced study of how to avoid penalties.*Coverage of Section 1202 and Section 1045 transactions with examples. | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Technology Trends and Hot Topics Impacting the Accounting Profession (Self-Study) (26SS-0461)26SS-0461 | *Data-driven decision-making processes.*Top technology trends and related risks, including cloud computing, AI, ChatGPT, RPA, and blockchain applications.*Fraud statistics and cyber threats.*Common IT security risks and controls.*Requirements of SAS 142.*Use of analytical procedures on professional engagements. | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Technology Trends and Risks of Interest to CPAs (Self-Study) (26SS-0462)26SS-0462 | *Data-driven decision making processes.*Top technology trends and related risks, including cloud computing, AI, RPA, and blockchain applications.*Common IT security risks and controls.*Requirements of SAS 142.*Use of analytical procedures on professional engagements. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Testing Internal Control and Reporting Deficiencies (Self-Study) (26SS-0463)26SS-0463 | *Refresher on understanding internal controls.*When testing internal controls is required.*When testing of internal controls is an effective strategy to reduce substantive testing.*Designing tests of controls.*Responses when deviations are discovered in the design or operating effectiveness of internal control. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's The 10 Must-Know Excel Features (Self-Study) (26SS-0464)26SS-0464 | *Using Excel tables for efficient data management, including sorting, filtering, and structured references, to manage data more effectively.*Using custom sorting options to organize data in a way that best suits your needs, enhancing data readability and analysis.*Using XLOOKUP for advanced data retrieval, allowing you to extract specific data from extensive datasets with ease.*Using the SUBTOTAL function, a versatile tool for calculating data in visible cells, ideal for analyses that require dynamic calculations.*Using SUMIF and SUMIFS functions for conditional summing, crucial for precise budgeting, expense tracking, and financial reporting.*Using array formulas to perform multiple calculations on one or more items in an array, enhancing the efficiency of complex accounting computations.*Implementing data validations to ensure data integrity and prevent errors in financial data entry, a critical skill for maintaining accurate accounting records.*Using slicers for interactive data segmentation in tables and PivotTables, enabling accountants to quickly filter and analyze specific subsets of financial data.*Applying conditional formatting to highlight critical financial data points, trends, and variances, making data analysis and interpretation more intuitive.*Introducing PivotTables, one of the most powerful Excel features, for summarizing, analyzing, and presenting large sets of financial data in a digestible format. | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's The Accountant as the Expert Witness (Self-Study) (26SS-0465)26SS-0465 | *Becoming qualified as an expert witness.*Best practices for testifying at trial.*Understanding the different roles accountants can play in litigation.*Working with attorneys to prepare and present a case at trial.*The role of experts in commercial versus personal injury litigation.*Confidentiality orders.*Compensation for expert witnesses.*Preparing for and attending depositions.*Daubert challenges to experts.*Expert reports.*The role of experts in antitrust, securities litigation, and professional liability cases.*Credibility as a witness. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's The CMA's Guide to Project Management (Self-Study) (26SS-0466)26SS-0466 | *Establishing a system: identifying forces that support the status quo; setting milestones and goals; the role of the CMA.*Necessary first steps: set a framework for the project's activities; identify needed resources; obtain support; decide on a structure; establish a team for a specific project; identify necessary team skill sets.*Project evaluation: analytical tools, strategic evaluation; sources of risk.*Maintaining focus: monitoring and measuring results; keeping to the project's scope.*Avoiding frequent traps: sunk costs; financing pitfalls; project creep; tunnel vision; failure to integrate the team's work internally and/or the final project with the remaining organization.*Introduction and examples of analytical tools throughout the session: mapping; CPM; Gantt charts; benchmarking; Pareto analysis; PESTLE analysis; valuation techniques; post-completion evaluations. | |
| Self-Study | | On-Demand | 2 CPE (1 tech, 1 non-tech) | |
| Surgent's The Complete Guide to Liquidation of Business Entities (Self-Study) (26SS-0467)26SS-0467 | *The impact of recent legislation.*Unique planning opportunities and tax traps involved in the liquidation of a business entity.*Installment sales and the big hurdles to favorable tax treatment in liquidation.*Form 966 and its importance.*An analysis of liquidation timing.*Strategies to pursue in light of the tax rates on dividends and capital gains.*The special problems of liquidating subchapter S Corporations.*Key planning issues and benefits in liquidating partnerships and limited liability companies.*Expansion of the carried interest provisions of Rev. Proc. 93-27. | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's The Complete Guide to Payroll Taxes and 1099 Issues (Self-Study) (26SS-0468)26SS-0468 | *Payroll tax requirements for wages, including wages subject to the.9 percent tax, employee benefits and reimbursements, nonqualified deferred compensation, stock options, and tips.*Fringe benefits issues, such as health insurance, life insurance, cafeteria plan benefits, accountable and non-accountable plans, standard mileage rates, and per diem rates.*Special issues -- Using a common paymaster, how to file W-2s after a takeover, merger, or acquisition, and state and local tax withholding.*Statutory employees, independent contractors, and possible changes to Section 530 relief.*Penalties -- Who is a responsible person?*Expenses and gross-up calculations.*Pension issues and payroll taxes including SIMPLE plans, and Section 401(k) and pension distributions.*The Electronic Federal Tax Payment System (EFTPS).*Forms I-9, W-9, W-2, 1099, 1099-NEC, SS-8, and 940.*Understanding payroll tax responsibilities in the gig economy. | |
| Self-Study | | Downloadable PDF | 16 CPE (16 tech, 0 non-tech) | |
| Surgent's The Complete Guide to Payroll Taxes and 1099 Issues (Self-Study) (26SS-0469)26SS-0469 | *Payroll tax requirements for wages, including wages subject to the.9 percent tax, employee benefits and reimbursements, nonqualified deferred compensation, stock options, and tips.*Fringe benefits issues, such as health insurance, life insurance, cafeteria plan benefits, accountable and non-accountable plans, standard mileage rates, and per diem rates.*Special issues -- Using a common paymaster, how to file W-2s after a takeover, merger, or acquisition, and state and local tax withholding.*Statutory employees, independent contractors, and possible changes to Section 530 relief.*Penalties -- Who is a responsible person?*Expenses and gross-up calculations.*Pension issues and payroll taxes including SIMPLE plans, and Section 401(k) and pension distributions.*The Electronic Federal Tax Payment System (EFTPS).*Forms I-9, W-9, W-2, 1099, 1099-NEC, SS-8, and 940.*Understanding payroll tax responsibilities in the gig economy. | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's The Complete Trust Workshop (Self-Study) (26SS-0470)26SS-0470 | *Comprehensive coverage of The One Big Beautiful Bill Act.*Guide to legislative changes and their impact on trust planning.*Introduction to trusts with emphasis on typical provisions.*Revocable living trusts.*Common testamentary trust arrangements -- Bypass trusts, QTIP trusts, and other marital trusts.*Asset protection trusts.*Sophisticated trusts for estate planning and asset transfer -- GRATs, GRUTs, and QPRTs.*Charitable trusts -- Charitable remainder trusts, charitable lead trusts, and pooled income funds.*Irrevocable life insurance trusts.*Medicaid trusts: special needs and Miller.*Trusts for minors -- Sections 2503(b) and 2503(c), and other trusts.*Dynasty trusts.*Section 461(l) as applied to trusts and estates.*Trusts to hold S Corporation stock.*Special problems of estates and trusts relating to the 3.8-percent tax on investment income and specific solutions.*Increased scrutiny of donor advised funds. | |
| Self-Study | | Downloadable PDF | 16 CPE (16 tech, 0 non-tech) | |
| Surgent's The Essential Guide to SEC Form 10-K: Compliance, Disclosures and Best Practices (Self-Study) (26SS-0471)26SS-0471 | *Comparison with other SEC filings.*Overview of the Securities Exchange Act of 1934.*Purpose and importance of MD&A.*Risk factors, controls, and corporate governance disclosures. | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's The Essential Multistate Tax Update (Self-Study) (26SS-0472)26SS-0472 | *Employees working in multiple states: Withholding issues (when to start and where to withhold) special issues depending on type of tax assessed in the state or locality.*Emerging sales tax topics: Elimination of the physical presence standard in determining nexus (Wayfair case); economic nexus for remote sellers; assisting remote sellers in determining a plan of action in states that enforce economic nexus.*Emerging compliance issues in the new sales tax economy.*Income Tax (and other forms of tax): Economic nexus (taxation without physical presence).*Will states shift away from income tax and increase reliance on sales tax after Wayfair?*Treatment of Tax Cuts and Jobs Act by the states: presence of intangible property; is P.L. 86-272 still valid?*Pass-through problems: Nexus issues for interest owners.*Treatment of the 199A deduction for pass through entities by states: Withholding issues.*Practical considerations in dealing with multistate taxation: Dealing with state nexus questionnaires.*When to consider voluntary compliance: Responsibility of officers, members, partners, and shareholders; planning ideas and opportunities; updates on pending federal legislation relative to state tax. | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's The Essential Multistate Tax Update (Self-Study) (26SS-0473)26SS-0473 | *Employees working in multiple states: Withholding issues (when to start and where to withhold) special issues depending on type of tax assessed in the state or locality.*Emerging sales tax topics: Elimination of the physical presence standard in determining nexus (Wayfair case); economic nexus for remote sellers; assisting remote sellers in determining a plan of action in states that enforce economic nexus.*Emerging compliance issues in the new sales tax economy.*Income Tax (and other forms of tax): Economic nexus (taxation without physical presence).*Will states shift away from income tax and increase reliance on sales tax after Wayfair?*Treatment of Tax Cuts and Jobs Act by the states: presence of intangible property; is P.L. 86-272 still valid?*Pass-through problems: Nexus issues for interest owners.*Treatment of the 199A deduction for pass through entities by states: Withholding issues.*Practical considerations in dealing with multistate taxation: Dealing with state nexus questionnaires.*When to consider voluntary compliance: Responsibility of officers, members, partners, and shareholders; planning ideas and opportunities; updates on pending federal legislation relative to state tax. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's The Latest and Greatest Excel Features (Self-Study) (26SS-0474)26SS-0474 | *Overview of the latest updates in Excel, focusing on their purpose and potential impact on efficiency and productivity.*New automation tools, including features that streamline repetitive tasks and data analysis.*Fuzzy matching of textual data in Microsoft Excel.*Features that help to efficiently use data. | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's The Most Critical Challenges in Governmental Accounting Today (Self-Study) (26SS-0475)26SS-0475 | *The implementation of GASB No. 101 on compensated absences.*GASB No. 103 addressing improvements to the financial reporting model.*The application of GASB No. 102 on certain risk disclosures and GASB No. 104 on disclosure of certain capital assets. | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's The Most Critical Challenges in Governmental Accounting Today (Self-Study) (26SS-0476)26SS-0476 | *The implementation of GASB No. 101 on compensated absences.*GASB No. 103 addressing improvements to the financial reporting model.*The application of GASB No. 102 on certain risk disclosures and GASB No. 104 on disclosure of certain capital assets. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's The Most Critical Challenges in Not-for-Profit Accounting Today (Self-Study) (26SS-0477)26SS-0477 | *Key issues related to not-for-profit financial reporting (e.g., presenting a measure of operations, various disclosures, concentrations of risk, and etc.)*Key challenges encountered in not-for-profit accounting (e.g., contributed services, restricted contributions, conditional contributions, membership dues, noncash contributions, and etc.)*Additional issues in not-for-profit financial reporting. | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's The Most Critical Challenges in Not-for-Profit Accounting Today (Self-Study) (26SS-0478)26SS-0478 | *Key issues related to not-for-profit financial reporting (e.g., presenting a measure of operations, various disclosures, concentrations of risk, and etc.)*Key challenges encountered in not-for-profit accounting (e.g., contributed services, restricted contributions, conditional contributions, membership dues, noncash contributions, and etc.)*Additional issues in not-for-profit financial reporting. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's The One Big Beautiful Bill Act (OBBBA): A Complete Guide (Self-Study) (26SS-0479)26SS-0479 | *The SALT cap.*The Child and Dependent Care Credit.*The Child Tax Credit.*Trump Accounts.*Tips, overtime, and car loan interest.*Senior Deduction.*Estate tax changes.*529 plans.*Investments in students and education.*Section 199A - QBI deduction.*Elimination of energy incentives.*Bonus depreciation and Section 179 changes.*Changes in the deduction of business interest and business losses.*R&E expenditures.*Form 1099 changes.*Expansion of Section 1202 stock.*Individual and corporate charitable contribution changes.*Opportunity Zones.*Limitation on wagering losses. | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's The One Big Beautiful Bill Act (OBBBA): What You Need to Know (Self-Study) (26SS-0480)26SS-0480 | *The $6,000 senior deduction.*The QBI deduction.*Changes in the estate tax.*Wagering losses.*The SALT cap.*Tips, overtime, and car loan interest.*1099 changes.*Trump Accounts.*Investments in students and education.*Bonus and Section 179 changes, including depreciation for qualified production property.*Full expensing of domestic research and experimental expenditures.*Changes in the deduction of business interest and business losses.*Renewal of Opportunity Zones.*Individual and corporate charitable contribution changes.*Expansion of Section 1202 stock.*Termination of credits for environmentally clean autos and expenditures.*Many other individual and business income tax changes contained in the OBBBA. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's The Risks and Benefits of ChatGPT and Artificial Intelligence (Self-Study) (26SS-0481)26SS-0481 | *What are AI tools?*Where are we with AI tool development?*What is ChatGPT?*ChatGPT - what kind of queries are possible?*Copyright and intellectual property issues.*Benefits of AI tools.*Concerns with AI tools.*Impact on business use of AI.*Policy on AI tools. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's The Road Ahead: Critical OBBBA Changes Impacting Accounting and Finance Professionals (Self-Study) (26SS-0482)26SS-0482 | *Marginal tax rates effective in 2025 and beyond.*The QBI deduction.*Qualified residential interest.*Child Care Credit.*Miscellaneous itemized deductions, including the educator deduction.*Rollovers from 529 plans to ABLE accounts.*Additional expenses treated as qualified higher education expenses for purposes of 529 accounts.*Termination of credits for environmentally clean autos and expenditures.*Other timely topics. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's The Role of the Whistle-Blower (Self-Study) (26SS-0483)26SS-0483 | *Understanding whistle-blowing.*When should you blow the whistle?*Types of whistle-blower channels.*The whistle-blower's dilemma.*Successful whistle-blower letters.*When is whistle-blowing unethical?*Laws to protect whistle-blowers.*Ten whistle-blowing myths. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's The Top Five Tax Issues in Dealing with LLCs and Partnerships (Self-Study) (26SS-0484)26SS-0484 | *Self-employment tax issues: what you can and cannot do.*Capital accounts: book vs. tax issues.*Determining basis: key issues and technical analysis in calculating basis.*Dealing with debt: recourse, nonrecourse, and why it matters.*Guaranteed payments, distributive shares, and draws: understanding the difference.*Functional test by Tax Court on whether a limited partner may be subject to the self-employment tax if such partner does more than a limited partner should. | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's This Year's Best Income Tax, Estate Tax and Financial Planning Ideas (Self-Study) (26SS-0485)26SS-0485 | *Timely coverage of breaking tax legislation.*Comprehensive coverage of key provisions enacted under The One Big Beautiful Bill Act (OBBBA).*The SECURE 2.0 Act provisions applicable to individuals.*Changes to the lifetime estate tax exemption in light of proposed regulations.*Considerations when selling a principal residence.*Tax benefits of HSAs.*An overview of the mechanics and practical considerations of Donor Advised Funds.*Virtual currency and digital assets - understand the new Form 1099-DA for reporting digital assets.*The best new income tax and estate-planning ideas.*The changing Social Security landscape: long-term solvency issues and what it means for retirement planning.*Creative charitable giving strategies.*Financial planning strategies.*Maximizing retirement plan benefits.*Using intentionally defective grantor trusts.*Miscellaneous tax-planning techniques that can add up to significant tax savings.*How to use the whole family for tax savings.*Life insurance.*Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings. | |
| Self-Study | | Downloadable PDF | 16 CPE (16 tech, 0 non-tech) | |
| Surgent's This Year's Top Tax and Financial Planning Ideas (Self-Study) (26SS-0486)26SS-0486 | *Timely coverage of breaking tax legislation.*Comprehensive coverage of key provisions enacted under The One Big Beautiful Bill Act (OBBBA).*The SECURE 2.0 Act provisions applicable to individuals.*Changes to the lifetime estate tax exemption in light of proposed regulations.*Considerations when selling a principal residence.*Tax benefits of HSAs.*An overview of the mechanics and practical considerations of Donor Advised Funds.*Virtual currency and digital assets - understand the new Form 1099-DA for reporting digital asset transactions.*An update on income tax and estate-planning ideas, including any recent changes.*Tax ideas for the current year.*Miscellaneous tax-planning techniques that can add up to significant tax savings.*How to use the whole family for tax savings.*Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings. | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Time Management for Professionals (Self-Study) (26SS-0487)26SS-0487 | *Managing interruptions.*The role of activity logs, to-do lists and a priority matrix.*The psychology of time management.*Staying on track of your time management plan.*Controlling procrastination.*Blocking out time.*Creating an effective time management plan. | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Top 10 Technology Risks and Trends Every CPA Should Know (Self-Study) (26SS-0488)26SS-0488 | *The benefits and challenges of implementing a data-driven decision making process.*Significant tends in technology, including:-Cloud computing.-Data analytics. -Artificial intelligence.*Workplace changes due to data disruption.*The importance of securing client data.*Common cyber-security threats. | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties: Updated for the NEW Proposed RMD Regulations (Self-Study) (26SS-0489)26SS-0489 | *Coverage of applicable provisions of SECURE Act 2.0.*What is a required minimum distribution for an account owner?*What is a required minimum distribution for a beneficiary IRA?*Key explanations of RMD regulations.*The types of accounts that are subject to the required minimum distribution rules.*The parties that are subject to the required minimum distribution rules.*Exceptions and special considerations for required minimum distributions.*Rollover and transfer rules in an RMD year.*The various responsibilities for interested parties.*Qualified charitable distributions and how they are coordinated with RMDs and IRA contributions.*How the 10-year rule works for certain beneficiaries. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Top Business Tax Planning Strategies (Self-Study) (26SS-0490)26SS-0490 | *Lower marginal tax rates made permanent.*New, more generous depreciation rules for bonus and Section 179.*Qualified production property and bonus depreciation.*Full expensing of domestic research and experimental expenditures.*Rev. Proc. 2025-28 and options for small taxpayers.*Taking advantage of the QBI deduction.*Taking advantage of the SALT cap and the pass-through entity tax.*Form 1099 reporting changes.*Deducting business interest and business losses.*Taking advantage of the new Section 1202 tax regime. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Top Individual Tax Planning Strategies (Self-Study) (26SS-0491)26SS-0491 | *Extension and enhancement of reduced rates and the standard deduction.*The temporary senior deduction.*Extension and enhancement of increased Child Tax Credit.*Extension and enhancement of increased estate and gift tax exemption amounts.*Contributions to ABLE accounts and benefitting from the Saver's Credit.*Increased SALT deduction.*Deduction for car loan interest.*Using Trump Accounts.*Extension and enhancement of paid family and medical leave credit.*Enhancement of Adoption Credit, the dependent care assistance program and the child and dependent care tax credit.*Tax credit for contributions of individuals to scholarship granting organizations.*Additional expenses treated as qualified higher education expenses for purposes of 529 accounts.*Individual charitable contributions.*Health savings account related tax changes. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Top Ten Questions From Partnership Clients Regarding the Section 754 Election (Self-Study) (26SS-0492)26SS-0492 | *How does a partner compute his or her basis in a partnership?*What is the difference between a partner's inside and outside basis?*What is the difference between a partner's capital account and partner's outside basis?*How does Section 732(d) impact the buyer of a partnership interest?*How does a partnership report a Section 754 election on the partnership's tax return?*How does a partnership make a Section 754 election?*How does a partnership make a Section 743(b) adjustment?*How does a partnership make a Section 734(b) adjustment?*How is a Section 743(b) adjustment or Section 734(b) adjustment allocated to the assets of a partnership?*How is a Section 743(b) adjustment allocated within the class of ordinary income property and capital gain property? | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Transitioning to the Accounting Profession (Self-Study) (26SS-0493)26SS-0493 | *The AICPA Code of Professional Conduct.*The Conceptual Framework for Independence.*Safeguarding independence when performing both attest and non-attest services.*How to handle ethical dilemmas commonly faced by new professionals.*Role of accounting professionals in public accounting and in industry.*Characteristics common to high performing accounting professionals. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Trump Accounts Created by OBBBA: A Comprehensive Guide for Accounting and Finance Professionals (Self-Study) (26SS-0494)26SS-0494 | *Establishing and administering a Trump Account.*Who can make contributions to a Trump Account.*Limits on contributions to a Trump Account.*Employer contributions to a Trump Account.*Participation in the pilot program.*What a Trump Account can invest in.*Basis tracking for after-tax contributions.*Taxation of distributions from a Trump Account.*Rolling a Trump Account into another account.*The potential advantages and disadvantages of having a Trump Account.*Opting out of a Trump Account.*Issues impacting a Trump Account, such as distribution, when the beneficiary turns 18. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's U.S. GAAP vs. IFRS: Rev Rec and Business Combinations (Self-Study) (26SS-0495)26SS-0495 | *Determining the acquisition date.*Recognizing and measuring the identifiable assets acquired, the liabilities assumed, and any noncontrolling interest in the acquiree.*Acquisition of contingencies.*Noncontrolling interests.*Recognizing and measuring goodwill or gain from a bargain purchase.*Measurement period adjustments.*Performance obligations in the Contract.*Noncash considerations.*Presentation of sales taxes.*Impairment reversal of capitalized contract costs.*Interim disclosures. | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's U.S. Taxation of Foreign Corporations: A Case Study Approach (Self-Study) (26SS-0496)26SS-0496 | *Understand how to approach and analyze the U.S. taxation of foreign corporations.*Using an example, calculate tested income, Subpart F, and PFIC income inclusions for an individual and C Corporation.*Determine how much foreign tax credit can be claimed against such income inclusions.*Determine how subsequent dividend distributions from the foreign corporation are taxed.*Calculate capital gain on the disposition of the foreign corporation.*Compare different outcomes and discuss the impact of Section 962 election.*Identify basic strategies for managing tax liabilities related to foreign corporations. | |
| Self-Study | | On-Demand | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Unconscious Bias in the Workplace (Self-Study) (26SS-0497)26SS-0497 | *Introduction to Unconscious Bias.*The "5 Things To Know" Framework.*Schemas and Mental Shortcuts.*Types of Unconscious Bias.*Bias in Action: Workplace Impacts.*Microaggressions and Language.*The Four Stages of Competence.*Strategies for Change.*Tools and Resources. | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Understanding and Managing Burnout Among Accounting and Finance Professionals (Self-Study) (26SS-0498)26SS-0498 | *The causes of burnout in the accounting profession.*Effects of burnout on employee well-being.*Strategies to protect employee well-being in a highly demanding profession.*Organizational costs associated with employee burnout.*Tools used to measure employee well-being. | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Understanding and Testing Control and Compliance in a Single Audit (Self-Study) (26SS-0499)26SS-0499 | *The essential internal control concepts applied in a single audit.*How the auditor obtains an understanding of controls over compliance and then tests the effectiveness of those controls in a single audit.*How the auditor plans and performs tests of compliance in a single audit.*The identification and reporting of control and compliance findings. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Understanding and Testing Control and Compliance in a Single Audit (Self-Study) (26SS-0500)26SS-0500 | *The essential internal control concepts applied in single audits.*How auditors obtain an understanding of controls over compliance and test the effectiveness of those controls in single audits.*How auditors plan and perform tests of compliance in single audits.*The identification and reporting of control and compliance findings. | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Understanding and Testing General Information Technology Controls (Self-Study) (26SS-0501)26SS-0501 | *Defining GITC and application controls.*Major categories of GITC.*Understanding GITC.*Testing GITC. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding Derivatives and Hedge Accounting: A Simplified Guide for CPAs (Self-Study) (26SS-0502)26SS-0502 | *Common types of derivatives.*Hedging vs. Speculation.*Market risk, credit risk, liquidity risk. | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding How the IRS Rewards Whistleblowers (Self-Study) (26SS-0503)26SS-0503 | *Overview of the law that authorizes the IRS to reward whistleblowers who submit information leading to recovery.*Review of the whistleblower claim process.*Criteria for eligible claims.*Case studies of significant claim recoveries paid by the IRS to whistleblowers.*Issues underlying whether a practitioner should ever act as the whistleblower.*Addressing delays inherent in the whistleblower claim process.*The structure and role of the Whistleblower Office.*Best practices for the submission of a good whistleblower claim.*Working with other governmental divisions in processing whistleblower claims.*A brief overview of other, non-IRS whistleblower claims. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding Non-Compete Agreements (Self-Study) (26SS-0504)26SS-0504 | *Review of the current legal and regulatory framework surrounding non-compete agreements.*Enforcement of non-compete agreements from the employer's perspective.*Opposing enforcement of non-compete agreements from the employee's perspective.*Understanding reasonable geographic scope and time limitations for non-compete agreements.*Understanding key issues that arise during enforcement and opposition to enforcement of non-compete agreements. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding Partnership Taxation: Debt Allocations (Self-Study) (26SS-0505)26SS-0505 | *Recourse debt allocations.*Constructive liquidation scenarios.*Nonrecourse debt allocations.*Minimum gains and nonrecourse deductions.*Section 704(c) gains.*Allocations under 704(c). | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding Partnership Taxation: PTE Elections, 754 Elections and Selling a Partnership Interest (Self-Study) (26SS-0506)26SS-0506 | *Notice 2020-75: PTE elections.*What is a 754 election?*What if a 754 election is not in effect?*Tax implications of a partnership interest sale on the seller.*Look-through provisions. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding Partnership Taxation: Types of Basis, Contributions and Distributions (Self-Study) (26SS-0507)26SS-0507 | *Three different types of basis.*Contributions of property.*IRC 704(b) - Capital Accounts and Special Allocations.*Contributions of property and debt.*Contributions of services.*IRS Notice 2020-43. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes (Self-Study) (26SS-0508)26SS-0508 | *Reasonable compensation.*Fringe benefits for S Corporation shareholders.*Built-in gains tax.*Excess passive income tax.*Notice 2020-75: PTE elections. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions and Selling Shares (Self-Study) (26SS-0509)26SS-0509 | *Making an S Corporation election and late filing relief.*Disproportionate distributions.*Selling S Corporation shares.*Redemption rules. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding S Corporation Taxation: Shareholder Basis, AAA and Retained Earnings (Self-Study) (26SS-0510)26SS-0510 | *S Corporation earnings layers.*Observations on earnings layers.*S Corporation basis calculation.*IRC 351 transactions.*Four loss tiers.*Appreciated property distributions. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding the High-Stakes Mega Issues in A&A Today (Self-Study) (26SS-0511)26SS-0511 | *Accounting and operational impacts of adopting Topic 606.*Accounting and operational impacts of adopting ASU No. 2016-02.*Impairment of both financial and non-financial assets.*Accounting for debt restructurings. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Understanding the High-Stakes Mega Issues in A&A Today (Self-Study) (26SS-0512)26SS-0512 | *Technology trends impacting the accounting profession.*Going concern accounting and reporting issues.*ASC Topic 842, Leases, implementation challenges, and ongoing accounting.*Engagement quality update. | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Unique Tax Attributes of Different Entity Types (Self-Study) (26SS-0513)26SS-0513 | *Considerations for a small business owner.*Self-employment taxes.*Guaranteed payments to partners.*QBI deductions: Section 199A.*Built-in gains tax: S Corporations.*Excess passive income tax: S Corporations.*PTE elections: S Corporations and partnerships.*Taxation of fringe benefits: S Corporations.*Double taxation of C Corporation dividends.*Taxation of limited liability companies.*Which entity to choose? | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Update on Recent AICPA Standard Setting: Staying Current in a Changing Environment (Self-Study) (26SS-0514)26SS-0514 | *AICPA hot topics and standard setting initiatives.*Discussion of suite of nine integrated SASs effective for years ended December 31, 2021.*Discussion of the standard on audit evidence effective for years ended December 31, 2022.*Discussion of the standard on auditing accounting estimates and disclosures effective as of December 31, 2023.*Discussion of the two standards on use of specialists and information from a pricing service, and the newly updated risk assessment standard effective for years ended December 31, 2023.*Discussion of standards that are effective beginning in 2025, including those dealing with client acceptance and questions asked of the predecessor auditor, the partner's responsibility for engagement quality, group audits, conforming changes to compliance auditing, and more. | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Update on Recent AICPA Standard Setting: Staying Current in a Changing Environment (Self-Study) (26SS-0515)26SS-0515 | *AICPA hot topics and standard setting initiatives.*Discussion of suite of nine integrated SASs effective for years ended December 31, 2021.*Discussion of the standard on audit evidence effective for years ended December 31, 2022.*Discussion of the standard on auditing accounting estimates and disclosures effective as of December 31, 2023.*Discussion of the two standards on use of specialists and information from a pricing service, and the newly updated risk assessment standard effective for years ended December 31, 2023.*Discussion of standards that are effective beginning in 2025, including those dealing with client acceptance and questions asked of the predecessor auditor, the partner's responsibility for engagement quality, group audits, conforming changes to compliance auditing, and more. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Update on the AICPA's Enhancing Audit Quality Initiative (Self-Study) (26SS-0516)26SS-0516 | *Status of the AICPA's Enhancing Engagement Quality initiative.*Recent Peer Review results.*Common peer review findings. | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Update on the SECURE 2.0 Act (Self-Study) (26SS-0517)26SS-0517 | *Automatic enrollment requirements for 401(k) plans.*Change in the credit for small employer pension plan startup costs.*$2,000 saver's match.*Changes in pooled employer plans.*Multiple employer 403(b) plans.*Increase in age for required beginning date for mandatory distributions.*Indexing IRA catch-up limit.*Higher catch-up limit to apply at age 60, 61, 62, and 63.*Treatment of student loan payments as elective deferrals for purposes of matching contributions.*Application of credit for small employer pension startup costs to employers who join an existing plan.*Small immediate financial incentives for contributing to a plan.*Withdrawals for certain emergency expenses.*Starter 401(k) plans for employers with no retirement plans.*Improving coverage for part-time workers.*Recovery of retirement plan overpayments.*Tax treatment of IRAs involved in a prohibited transaction.*Clarification of substantially equal periodic payment rule. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Using ChatGPT With Excel (Self-Study) (26SS-0518)26SS-0518 | *Introduction to ChatGPT and other AI (artificial intelligence) language models.*Discussion of best practices for using ChatGPT with Excel.*Use ChatGPT to create, debug, and explain formulas.*Use ChatGPT to learn how to use Excel features.*Use ChatGPT to automate repetitive tasks in Excel.*Use ChatGPT to easily create macros. | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Using the Work of a Specialist and Internal Audit (Self-Study) (26SS-0519)26SS-0519 | *Using the work of management's specialist.*Using the work of the auditor's specialist.*Using the work of internal audit.*Using the work of a pricing service. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Virtual Currency: Keeping Up With the Tax Code (Self-Study) (26SS-0520)26SS-0520 | *Overview of virtual currency.*Property transactions with virtual currency.*Receiving virtual currency as payment.*Paying using virtual currency.*Charitable donations with virtual currency.*Gifting of virtual currency.*Form 8300 reporting. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's What Tax Practitioners Need to Know About Medicare (Self-Study) (26SS-0521)26SS-0521 | *Eligibility for Medicare.*How to apply for Medicare.*Introduction to Parts A, B, C, and D of Medicare.*Payments for Parts B and D of Medicare: the higher costs imposed on higher income beneficiaries.*Late enrollment penalties.*Medicare Advantage in lieu of original Medicare.*The Affordable Care Act's impact on Medicare.*Legislative and regulatory developments. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's What You Need to Know About ASC 842, Leases (Self-Study) (26SS-0522)26SS-0522 | *ASU No. 2016-02, Leases (Topic 842).*Overall lease accounting guidance.*Lessor Accounting 101.*Detailed review of accounting by lessees.*Updates to the lease accounting guidance. | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Why Do They Do It? The Psychology of Fraud (Self-Study) (26SS-0523)26SS-0523 | *The fraud triangle.*The truth default theory.*The concept of cognitive dissonance.*Confirmation bias.*Availability. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Why People Quit: A Look at Accounting and Other Professionals (Self-Study) (26SS-0524)26SS-0524 | *Why employee retention matters.*Management's thoughts on turnover.*Techniques employers use to retain and grow their employees.*Aspects of employment that matter most to employees.*Factors that contribute to employee turnover in accounting and finance professions. | |
| Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | |
| Surgent's Winning the Fraud Battle in the Digital Age: Prevention and Detection (Self-Study) (26SS-0525)26SS-0525 | *The price of fraud - ACFE's Report to the Nations and ancillary costs.*The current economy - microeconomics and analysis.*COSO internal control framework, particularly Principle 1 (integrity/ethics) and Principle 8 (fraud risk assessments).*Power of morale - shrinking the fraud triangle and employee motivation.*Deviant workplace behavior.*Historic schemes.*Why good folks go bad - interesting findings and red flags.*Combating fraud with controls.*Controls used by fraud victim organizations and suggestions for better implementation.*Fraud's new frontier.*Corporate social, environmental, governance, and equity/inclusion reports and audits. | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Winning the Fraud Battle in the Digital Age: Prevention and Detection (Self-Study) (26SS-0526)26SS-0526 | *The price of fraud - ACFE's Report to the Nations and ancillary costs.*The current economy - microeconomics and analysis.*COSO internal control framework, particularly Principle 1 (integrity/ethics) and Principle 8 (fraud risk assessments).*Power of morale - shrinking the fraud triangle and employee motivation.*Deviant workplace behavior.*Historic schemes.*Why good folks go bad - interesting findings and red flags.*Combating fraud with controls.*Controls used by fraud victim organizations and suggestions for better implementation.*Fraud's new frontier.*Corporate social, environmental, governance, and equity/inclusion reports and audits. | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Working Remotely: Best Practices, Challenges and Opportunities (Self-Study) (26SS-0527)26SS-0527 | *Technology and workstation arrangements.*Maximizing productivity.*Establishing procedures that can be implemented throughout the organization.*Understanding the relationship between remote work and employee retention.*Effective communication strategies for staying connected with colleagues and clients.*The productivity challenges unique to working from home.*Time management.*The importance of distinguishing between the "home office" and "home."*Data privacy concerns.*Other ethical considerations that arise when working from home. | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues (Self-Study) (26SS-0528)26SS-0528 | *Discuss how productivity strategies may improve work-life balance.*Understand the state tax consequences that may arise when working from home.*Identify and discuss challenges unique to financial professionals.*Review how some organizations are providing support to improve work-life balance.*Explore the role of alternative work arrangements.*Examine challenges unique to auditors versus tax professionals.*A comparison of work-life balance between public and industry accountants.*How work-family conflict varies among financial professionals.*Recommendations for improving work-life balance. | |
| Self-Study | | On-Demand | 2 CPE (1 tech, 1 non-tech) | |
| Surgent's Workplace Etiquette for Young Professionals (Self-Study) (26SS-0529)26SS-0529 | *Projecting a professional presence.*Verbal communication skills to elevate your message.*Mastering non-verbal communication.*Protocol for office settings.*Building trust within the organization and with clients.*Running an impactful meeting.*Adding value as a meeting attendee.*Executive dining etiquette strategies and tips. | |
| Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | |
| Surgent's Yellow Book and Single Audits: How to Stay in Good Graces and Out of Bad Places With Your Peer Reviewer (Self-Study) (26SS-0530)26SS-0530 | *The key requirements and audit areas that peer reviewers hone in on when reviewing Yellow Book and single audit engagements.*Avoiding common pitfalls seen in Yellow Book and single audits.*How to improve your performance on Yellow Book and single audits while staying in good graces with your peer reviewer. | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Self-Study) (26SS-0531)26SS-0531 | *Comprehensive coverage of individual provisions of the One Big Beautiful Bill Act, including but not limited to:-TCJA provisions made permanent.-New Tip Income Deduction.-New Overtime Pay Deduction.-New Car Loan Interest Deduction.-New Temporary Senior Deduction.-Expanded SALT Cap.-Trump Accounts.*Comprehensive coverage of business provisions of the One Big Beautiful Bill Act, including but not limited to:-Bonus Depreciation made permanent.-Increased Section 179 deduction.-Changes to Section 174 R&E Expenditures. -Changes to Section 163(j).-Form 1099/1099-K changes. -Qualified Small Business Stock Exclusion.*Digital Assets and Tax Implications - understand Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies and broker responsibilities.*Artificial Intelligence - discover how AI and generative tools are transforming the tax profession.*Sale of Passthrough Entity Interests and Net Investment Income Tax - analyze the tax implications of selling interests in passthrough entities, including relevant examples, and how the Net Investment Income Tax (NIIT) applies to these transactions.*The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, and employer reporting responsibilities.*Timely coverage of breaking tax legislation.*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more.*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas. | |
| Self-Study | | Downloadable PDF | 16 CPE (16 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Self-Study) (26SS-0532)26SS-0532 | *Comprehensive coverage of individual provisions of the One Big Beautiful Bill Act, including but not limited to:-TCJA provisions made permanent.-New Tip Income Deduction.-New Overtime Pay Deduction.-New Car Loan Interest Deduction.-New Temporary Senior Deduction.-Expanded SALT Cap.-Trump Accounts.*Comprehensive coverage of business provisions of the One Big Beautiful Bill Act, including but not limited to:-Bonus Depreciation made permanent.-Increased Section 179 deduction.-Changes to Section 174 R&E Expenditures. -Changes to Section 163(j).-Form 1099/1099-K changes. -Qualified Small Business Stock Exclusion.*Digital Assets and Tax Implications - understand Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies and broker responsibilities.*Artificial Intelligence - discover how AI and generative tools are transforming the tax profession.*Sale of Passthrough Entity Interests and Net Investment Income Tax - analyze the tax implications of selling interests in passthrough entities, including relevant examples, and how the Net Investment Income Tax (NIIT) applies to these transactions.*The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, and employer reporting responsibilities.*Timely coverage of breaking tax legislation.*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more.*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas. | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
The Best Individual Income Tax Update Course by Surgent (Self-Study) (26SS-0533)26SS-0533 | *Comprehensive coverage of individual provisions of the One Big Beautiful Bill Act, including but not limited to:-TCJA provisions made permanent.-New tip income deduction.-New overtime pay deduction.-New car loan interest deduction.-New temporary senior deduction.-Expanded SALT cap.-Trump Accounts.*Comprehensive coverage of business provisions of the One Big Beautiful Bill Act, including but not limited to:
-Bonus depreciation made permanent.-Increased Section 179 deduction.-Changes to Section 174 R&E expenditures.-Changes to Section 163(j).-Form 1099/1099-K changes.-Qualified Small Business Stock Exclusion.*Digital assets and tax implications - understand Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies and broker responsibilities.*Artificial intelligence - discover how AI and generative tools are transforming the tax profession.*Timely coverage of breaking tax legislation.*Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms.*The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, and employer reporting responsibilities.*Real Estate professional requirements.*Review of pertinent cases and rulings affecting taxpayers.*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more.*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas. | |
| Self-Study | | Downloadable PDF | 12 CPE (12 tech, 0 non-tech) | |
The Best Individual Income Tax Update Course by Surgent (Self-Study) (26SS-0534)26SS-0534 | *Comprehensive coverage of individual provisions of the One Big Beautiful Bill Act, including but not limited to:-TCJA provisions made permanent.-New tip income deduction.-New overtime pay deduction.-New car loan interest deduction.-New temporary senior deduction.-Expanded SALT cap.-Trump Accounts.*Comprehensive coverage of business provisions of the One Big Beautiful Bill Act, including but not limited to:
-Bonus depreciation made permanent.-Increased Section 179 deduction.-Changes to Section 174 R&E expenditures.-Changes to Section 163(j).-Form 1099/1099-K changes.-Qualified Small Business Stock Exclusion.*Digital assets and tax implications - understand Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies and broker responsibilities.*Artificial intelligence - discover how AI and generative tools are transforming the tax profession.*Timely coverage of breaking tax legislation.*Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms.*The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, and employer reporting responsibilities.*Real Estate professional requirements.*Review of pertinent cases and rulings affecting taxpayers.*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more.*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas. | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Self-Study) (26SS-0535)26SS-0535 | *Discussion of key individual provisions of the One Big Beautiful Bill Act, such as TCJA provisions made permanent, new tip income deduction, new overtime pay deduction, Trump accounts, and the expanded SALT cap.*Comprehensive coverage of business provisions of the One Big Beautiful Bill Act, including but not limited to:-Bonus Depreciation made permanent.-Increased Section 179 deduction.-Changes to Section 174 R&E Expenditures.-Changes to Section 163(j).-Form 1099/1099-K changes.-Qualified Small Business Stock Exclusion.-Excess Business Loss Limitation.*Section 1244 Small Business Stock and Section 1202 Qualified Small Business Stock treatment and applicability.*Principles and considerations for nonresident withholding, composite payments, and passthrough entity taxes.*Partnership Distributions, Form 7217, and S Corporation Redemptions.*Thinking beyond Section 163(j) -- Interest Allocation Rules, Original Issue Discount, Applicable High Yield Discount Obligations, Convertible Corporate Debt Instruments, and Debt-Financed Distributions.*Timely coverage of breaking tax legislation.*Selected Practice and Reporting Issues: What's new?*A review of recent cases and tax law changes and IRS guidance affecting S Corporations, partnerships, limited liability companies, and limited liability partnerships.*Decentralized Autonomous Organizations (DAOs). | |
| Self-Study | | Downloadable PDF | 12 CPE (12 tech, 0 non-tech) | |
| The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Self-Study) (26SS-0536)26SS-0536 | *Discussion of key individual provisions of the One Big Beautiful Bill Act, such as TCJA provisions made permanent, new tip income deduction, new overtime pay deduction, Trump accounts, and the expanded SALT cap.*Comprehensive coverage of business provisions of the One Big Beautiful Bill Act, including but not limited to:-Bonus Depreciation made permanent.-Increased Section 179 deduction.-Changes to Section 174 R&E Expenditures.-Changes to Section 163(j).-Form 1099/1099-K changes.-Qualified Small Business Stock Exclusion.-Excess Business Loss Limitation.*Section 1244 Small Business Stock and Section 1202 Qualified Small Business Stock treatment and applicability.*Principles and considerations for nonresident withholding, composite payments, and passthrough entity taxes.*Partnership Distributions, Form 7217, and S Corporation Redemptions.*Thinking beyond Section 163(j) -- Interest Allocation Rules, Original Issue Discount, Applicable High Yield Discount Obligations, Convertible Corporate Debt Instruments, and Debt-Financed Distributions.*Timely coverage of breaking tax legislation.*Selected Practice and Reporting Issues: What's new?*A review of recent cases and tax law changes and IRS guidance affecting S Corporations, partnerships, limited liability companies, and limited liability partnerships.*Decentralized Autonomous Organizations (DAOs). | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| New Learning Path Webinar Bundle: Financial Strategy and Analysis (Webinar) (26WX-2690)26WX-2690 | *Behavioral Finance Biases | Instructor: David Peters | CPE: 1 | Field of Study: Finance.*Corporate Storytelling in Financial Reporting | Instructor: Eric Knight | CPE: 1 | Field of Study: Finance.*From Numbers to Narratives: Mastering Data Analysis for CPAs | Instructor: Bryan L. Smith | CPE: 2 | Field of Study: Specialized Knowledge.*Analyzing Financial Statements | Instructor: Keely Gohl | CPE: 2 | Field of Study: Accounting.*Build Better Budgets: Fundamental Techniques | Instructor: Dr. Christopher J. Harper | CPE: 2 | Field of Study: Finance.*Unlocking Deep Secrets: Case Studies in Financial Analysis | Instructor: Eric Knight | CPE: 2 | Field of Study: Finance | |
| 8/3/2026 | 8 a.m. - 4 p.m. | Online | 10 CPE (10 tech, 0 non-tech) | |
| AI Lessons Learned for Accountants (Webinar) (26WX-0946)26WX-0946 | *Introduction to AI R&D in Accounting: Why internal AI research is essential for modern firms.*Theory to Practice: Moving quickly from speculative AI concepts to actionable strategies.*Managing Exponential Change: Understanding the urgency of adapting to AI's rapid evolution.*Proactive AI Engagement: Conducting in-house AI benchmarks, research, and hackathons.*The Dual Role in AI Development: Balancing innovation with data security and ethical responsibilities.*Internal AI Tools Creation: Encouraging accountants to develop AI solutions tailored to their needs.*Data Security and Cyber Threats: Addressing AI-enabled cybercrime and protecting against internal risks.*Mitigating AI Misuse: Recognizing abuse patterns and implementing safe practices.*Challenges in AI Integration: Handling resistance, management concerns, and rapid technological shifts.*.*Continuous Learning and Adaptation: Building a resilient, R&D-focused AI culture in accounting. | Wasny Garrett |
| 5/19/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How to Build a Custom AI Chatbot and GPT in Plain English (Webinar) (26WX-1123)26WX-1123 | *Fundamentals of GPT Builder and AI agent customization techniques.*Integration of specialized knowledge bases and domain-specific expertise.*Security and privacy considerations in AI chatbot deployment.*Custom GPT development without coding expertise.*Implementation of AI agents for customer support and workflow automation.*Multi-bot interactions and content creation strategies.*Best practices for maintaining and scaling AI assistants | Wasny Garrett |
| 5/28/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| SEC Case Studies: Ethical Dilemmas in Finance and Accounting (Webinar) (26WX-1092)26WX-1092 | *Introduction to Ethics and Ethical Dilemmas.*Ethical Codes and Professional Standards.*Fraud and the Fraud Triangle.*Ethical Decision-Making Models.*Financial Statement Manipulation Tactics.*Cash Flow and Key Metrics Misrepresentations | Knight Eric |
| 5/27/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| IRS Penalties and Abatements (Webinar) (26WX-1811)26WX-1811 | *Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penalties.*Rules on waiver of penalties and interests.*Various forms and procedures for requesting relief.*First Time Abatement: Requirements and procedures.*How an individual taxpayer qualifies for Reasonable Cause abatement.*Procedures for requesting refund of paid penalties.*Available administrative options | McLeod Allison M. |
| 6/26/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How SAS Nos. 134-145 Improve Risk-Based Audits (Webinar) (26WX-2318)26WX-2318 | *Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement audits.*Enhanced required by-product communications with management and those charged with governance to promote more reliable financial statements.*Clarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimates.*New definitions and requirements related to identifying and evaluating risks of material misstatement.*Other important matters contained in SAS Nos. 134-145 | Louis Jennifer F |
| 7/17/2026 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Leveraging ChatGPT for Innovative Business Advisory Services (Webinar) (26WX-3484)26WX-3484 | *Introduction to ChatGPT and its applications in the business advisory context.*In-depth exploration of enterprise evaluation methodologies like SWOT, PESTLE, BCG Matrix, McKinsey 7S Model, Ansoff Matrix, etc.*Practical case studies demonstrating application of ChatGPT in accounting business analysis.*Key challenges faced by accounting firms and how ChatGPT can help overcome these.*Best practices for implementing AI tools in the accounting sector.*Future opportunities and trends in AI-enhanced business advisory services | Wasny Garrett |
| 9/8/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Analyzing Financial Statements (Webinar) (26WX-1897)26WX-1897 | *Balance sheet analysis.*Income statement analysis.*Cash flow statement analysis.*Clues in the notes and MD&A.*Industry nuances | Gohl Keely |
| 6/30/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| What You Can Learn From the Statement of Cash Flows (Webinar) (26WX-2255)26WX-2255 | *Preparation of the statement of cash flows.*Importance of identifying sources and uses of cash in financial reporting.*Financial statement analysis.*Cash-related financial statement disclosures | |
| 7/15/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| S Corporations: Comprehensive walk through of Form 1120S (Webinar) (26WX-3133)26WX-3133 | *Subchapter S status election and compliance requirements.*Relief for late Form 2553 filings under Rev. Proc. 2022-19.*Comparison of Rev. Proc. 2022-19 and Rev. Proc. 2023-3.*I.R.C. Section 1361 and Section 1362 analysis for S Corporation elections.*Corporate governance and formalities compliance.*Shareholder stock and debt basis rules.*Built-in capital gains and other aspects of Form 1120S.*Schedules K-1, K-2, and K-3 preparation and reporting requirements.*Officer reasonable compensation: requirements, advisory strategies, and audit defenses.*S Corporation eligibility errors and corrective measures | Hourani Mary Jane |
| 8/21/2026 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Basic Individual Taxation Course (Webinar) (26WX-3448)26WX-3448 | *Defining Federal Income Taxes.*Computing federal income tax liability.*Calculating adjusted gross income.*Defining Qualifying Child.*Determining filing status.*Calculating the Kiddie Tax.*Standard deduction.*Tax Rates for ordinary income, capital gains, and qualified dividend income.*Cash v. Accrual Method.*Filing deadlines and obtaining extensions | McLeod Allison M. |
| 9/4/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accounting for the Gig Economy (Webinar) (26WX-1791)26WX-1791 | *Characteristics unique to the gig economy.*Independent contractor and employee classification considerations.*Recordkeeping considerations for independent contractors.*Accounting and reporting issues for gig economy participants.*Audit and attestation for clients who participate in the gig economy.*Tax and regulatory considerations.*The CPA as a trusted advisor for independent contractors | Harper Christopher |
| 6/25/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Partnership/LLC Taxation: Tax Basis Capital Accounts (Webinar) (26WX-1372)26WX-1372 | *Discuss the impact of the Section 199A flow-through entities deduction on partnerships and their partners.*The meaning of a "tax basis capital account".*How the financial accounting and tax capital accounts differ from one another.*Determine a partner's share of the partnership's liabilities.*Distinguish "recourse" loans from "nonrecourse" loans.*What are "qualified nonrecourse financing" loans and how they affect partners.*Section 704 "built-in gain or loss" rules and how they impact Schedule K-1 reporting.*Section 4655 "at risk" rules and how they impact Schedule K-1 reporting | Dilley Steven C |
| 6/8/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Fundamentals of Form 1040: Business (Webinar) (26WX-2526)26WX-2526 | *Self-employment and business income taxation (Schedule C, self-employment tax, business deductions).*Reporting income from pass-through entities (Schedule E, Schedule K-1, Shareholder stock and debt basis on Form 7203).*Application of Form 7217 for capital construction funds.*Best practices for self-employed clients and small business owners.*Key deductions and credits for business owners.*Avoiding common IRS audit triggers related to business income reporting.*Legislative updates impacting business income taxation in the current year | Hourani Mary Jane |
| 7/27/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Retirement Planning: Next Stage for You or Your Client (Webinar) (26WX-1796)26WX-1796 | *Welcome to Your Next Stage -- Developing a new perspective on what this next stage is really all about.*It's About Time -- Discovering a new sense of purpose.*Money Matters -- Assessing your financial conditions.*Relationships Matter Too -- Addressing needed or potential changes in your relationships.*Healthy Habits -- Examining new or renewed ways to stay healthy.*Who I Am -- Creating a new identity, and answering "So what do you do?".*My Master Plan -- Figuring out what to do next | |
| 6/25/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Unlocking Deep Secrets: Case Studies in Financial Analysis (Webinar) (26WX-2197)26WX-2197 | *Overview of financial statement analysis.*The impact of GAAP on financial analysis.*Overview of the Balance Sheet.*Overview of the Income Statement.*The importance of the Statement of Cash Flows.*Common Size Analysis.*Trend Analysis.*Profitability Ratio Analysis.*Liquidity Ratio Analysis.*Solvency Ratio Analysis | Knight Eric |
| 7/13/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Financial Planning: Auto and Homeowners Insurance (Webinar) (26WX-1131)26WX-1131 | *Overview of Insurance types .*Overview of Insurance policies and contract sections.*Examples of types of policies and coverages.* | Peters David R. |
| 5/28/2026 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Mastering Partnership Basis: Inside and Outside Basis (Webinar) (26WX-1196)26WX-1196 | *Explain the use of both "inside" and "outside" basis determination.*How to calculate tax basis capital accounts, including when the entity is formed, including the impact of contributed property.*Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis.*Explanation of how basis is impacted distributions and by sale and/or liquidation of the partnership interest.*Comprehensive example to illustrate the mechanics of the basis determination process. | Dilley Steven C |
| 6/1/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Navigating IRS Collections: The Collection Process (Webinar) (26WX-1794)26WX-1794 | *Overview of the IRS collection process.*Taxpayer rights and the Taxpayer Bill of Rights.*Collection due process and appeals.*Installment agreements and offers in compromise.*Wage garnishments, levies, and liens.*Penalties and interest. | Hourani Mary Jane |
| 6/25/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Hot Topics Accounting Update (Webinar) (26WX-3235)26WX-3235 | New accounting standards.*The impact on Financial Reporting.*Hot topics in financial reporting.*Current and emerging US GAAP requirements. | Louis Jennifer F |
| 8/26/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Individual Tax Update: OBBBA and Recent Developments (Webinar) (26WX-3412)26WX-3412 | *Legislation impacting individual taxpayers.*The One Big Beautiful Bill Act.*Extenders legislation update.*Child tax and dependent care credits.*Section 199A deduction.*Capital gains and losses.*Rental real estate.*Other passive activities losses | Dilley Steven C |
| 9/2/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Introduction to Yellow Book: 8-Credit Boot Camp (Webinar) (26WX-2290)26WX-2290 | *The basics needed to understand what makes nonprofit and governmental accounting & auditing unique. .*The key financial reporting differences for governmental and nonprofit entities.*The fundamentals of Yellow Book and Uniform Guidance audits. | Galasso Melisa |
| 7/16/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Fundamentals of Form 1040: Business (Webinar) (26WX-3040)26WX-3040 | *Self-employment and business income taxation (Schedule C, self-employment tax, business deductions).*Reporting income from pass-through entities (Schedule E, Schedule K-1, Shareholder stock and debt basis on Form 7203).*Application of Form 7217 for capital construction funds.*Best practices for self-employed clients and small business owners.*Key deductions and credits for business owners.*Avoiding common IRS audit triggers related to business income reporting.*Legislative updates impacting business income taxation in the current year | Hourani Mary Jane |
| 8/18/2026 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| S Corporations: Comprehensive walk through of Form 1120S (Webinar) (26WX-1101)26WX-1101 | *Subchapter S status election and compliance requirements.*Relief for late Form 2553 filings under Rev. Proc. 2022-19.*Comparison of Rev. Proc. 2022-19 and Rev. Proc. 2023-3.*I.R.C. Section 1361 and Section 1362 analysis for S Corporation elections.*Corporate governance and formalities compliance.*Shareholder stock and debt basis rules.*Built-in capital gains and other aspects of Form 1120S.*Schedules K-1, K-2, and K-3 preparation and reporting requirements.*Officer reasonable compensation: requirements, advisory strategies, and audit defenses.*S Corporation eligibility errors and corrective measures | Hourani Mary Jane |
| 5/27/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Implementing and Maintaining an Internal Control System (Webinar) (26WX-2764)26WX-2764 | *Control creation and implementation basics.*Implementation and update procedures for an Internal Control system.*Maintaining existing internal controls | Egnatoff Karl W |
| 8/6/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| AI Lessons Learned for Accountants (Webinar) (26WX-2915)26WX-2915 | *Introduction to AI R&D in Accounting: Why internal AI research is essential for modern firms.*Theory to Practice: Moving quickly from speculative AI concepts to actionable strategies.*Managing Exponential Change: Understanding the urgency of adapting to AI's rapid evolution.*Proactive AI Engagement: Conducting in-house AI benchmarks, research, and hackathons.*The Dual Role in AI Development: Balancing innovation with data security and ethical responsibilities.*Internal AI Tools Creation: Encouraging accountants to develop AI solutions tailored to their needs.*Data Security and Cyber Threats: Addressing AI-enabled cybercrime and protecting against internal risks.*Mitigating AI Misuse: Recognizing abuse patterns and implementing safe practices.*Challenges in AI Integration: Handling resistance, management concerns, and rapid technological shifts.*.*Continuous Learning and Adaptation: Building a resilient, R&D-focused AI culture in accounting. | Wasny Garrett |
| 8/12/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Mining Your Firm Client Database for Revenue (Webinar) (26WX-2274)26WX-2274 | *How accounting and tax professionals can transform dormant data into dynamic growth. When leveraged strategically, your client base becomes more than a list --it becomes a roadmap to higher-value services, expanded engagements, and greater long-term retention.*How to audit client records, segment strategically, and surface needs that often go unmet --all without adding complexity or compromising relationships.*Using the data you already own and relationships you have already built to drive smarter growth. | Meilke Gaynor |
| 7/15/2026 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Ethics: Giving Thanks -- How to Master the Art of Gratitude (Webinar) (26WX-1568)26WX-1568 | *What gratitude is and how expressions of it can vary from culture to culture. .*Several ways you can regularly say "thank you" to valued clients and colleagues. .*Methods for evaluating gratitude in prospective and current employees. | Weinstein Bruce |
| 6/16/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Technology Trends for CPAs and CFOs (Webinar) (26WX-3397)26WX-3397 | *Role of cloud computing as the foundation for all tech trends.*IoT (Internet of Things) and Big Data.*Data analytics and KPI dashboards the new financial reporting model.*Generative AI and Agentic AI in 2026.*Blockchain technology and smart contracts.*Cryptocurrency 15 market and technology update.*Current state of the software applications technology | Higgins John H |
| 9/2/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Comprehensive Accounting and Financial Reporting Update (Webinar) (26WX-3331)26WX-3331 | *CECL for nonfinancial institutions.*Accounting for Paycheck Protection Program loans.*Accounting for web-hosting services.*Revenue recognition.*Leases.*FASB projects in progress. | Henry Allison M. |
| 8/31/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Beyond the Numbers: Success Strategies for Female CPAs (Webinar) (26WX-1424)26WX-1424 | How to increase your visibility instead of flying under the radar.*Critical time management techniques that allow you to focus and prioritize the right strategic initiatives.*How your inner critic operates and how to silence it.*How to build a network of community support and mentoring.*What impostor syndrome is and how it may be holding you back. | |
| 6/10/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethical AI Practices for CPAs: Ensuring Responsible Use (Webinar) (26WX-3164)26WX-3164 | *Understanding ethical implications of AI.*Data privacy and security considerations.*Compliance with regulations and professional standards.*Developing ethical AI policies and procedures | Higgins John H |
| 8/24/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Behavioral Finance Biases (Webinar) (26WX-1683)26WX-1683 | *Overview of biases and standard of living risk.*Overview of difference between emotional and processing biases.*Examples of various real life examples and case studies | Peters David R. |
| 6/20/2026 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Supporting Mental Wellness to Thrive in Work and Life (Webinar) (26WX-3421)26WX-3421 | *Understanding Mental Wellness: Explore how the brain functions and the connection between mental and physical wellness. Learn how stress impacts brain health and overall well-being.*Practical Strategies for Balanced Living: Discover techniques for improving sleep, nutrition, and physical activity to support mental wellness. Learn the importance of setting boundaries, fostering open communication, and building meaningful connections.*Recognizing and Managing Support Needs: Identify when to seek additional support and learn how to integrate self-care practices that promote sustainable mental and emotional health. | Smith Alexis |
| 9/3/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| S Corporations: Calculating Shareholder Basis (Webinar) (26WX-1174)26WX-1174 | *Discuss the calculation of basis when the entity is formed including the impact of contributed property.*Explain the importance of shareholder loans to the entity.*Uses a comprehensive example to illustrate the mechanics of the basis determination process.*Schedule K-1 Basis and Form 7203.*Discuss how basis is impacted by distributions of corporation property.*Explain how basis is impacted by sale/or liquidation of the S corporation interest.*Discuss how S corporation losses impact Form 1040 Schedule E reporting.*Show how to get from the Schedule K-1 information to the basis calculations | Dilley Steven C |
| 5/30/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New No Tax on Overtime: Payroll Compliance (Webinar) (26WX-3103)26WX-3103 | *Overview of the Fair Labor Standards Act (FLSA) overtime provisions.*Definition of a "workweek" and the 40-hour threshold.*Time-and-a-half requirement and exclusions from overtime pay.*Exempt vs. nonexempt employee classifications (executive, administrative, professional, and industry-specific exemptions).*Excluded payments (discretionary bonuses, reimbursements, retirement contributions).*Step-by-step calculation examples for different compensation structures.*Best practices for documentation and payroll systems.*Case studies illustrating misclassification and miscalculation issues | Hourani Mary Jane |
| 8/20/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Ethics, Tax Practice and Understanding Circular 230 (Webinar) (26WX-3431)26WX-3431 | *Importance of ethics in tax practice.*Overview of Circular 230 and its application to tax practitioners.*Common ethical violations and penalties.*Procedures to promote compliance with ethical standards.*Real-life scenarios illustrating ethical decision-making in tax preparation.*Circular 230 provisions related to tax return preparation and representation.*Best practices for maintaining professional integrity and compliance | Hourani Mary Jane |
| 9/3/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Beyond the Numbers: Success Strategies for Female CPAs (Webinar) (26WX-1054)26WX-1054 | How to increase your visibility instead of flying under the radar.*Critical time management techniques that allow you to focus and prioritize the right strategic initiatives.*How your inner critic operates and how to silence it.*How to build a network of community support and mentoring.*What impostor syndrome is and how it may be holding you back. | |
| 5/26/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethical Intelligence for Artificial Intelligence (Webinar) (26WX-2267)26WX-2267 | *Benefits and pitfalls of artificial intelligence in the accounting profession.*Selecting and utilizing artificial intelligence resources.*Applying professional skepticism to results.*Maintaining independence while utilizing artificial intelligence.*Upholding client confidentiality.*Data security and retention.*Citation of sources and related reporting considerations.*Application of the AICPA Code of Professional Conduct.*Ethical considerations when crafting policies and establishing best practices | Harper Christopher |
| 7/15/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| S Corporations: Calculating Shareholder Basis (Webinar) (26WX-1516)26WX-1516 | *Discuss the calculation of basis when the entity is formed including the impact of contributed property.*Explain the importance of shareholder loans to the entity.*Uses a comprehensive example to illustrate the mechanics of the basis determination process.*Schedule K-1 Basis and Form 7203.*Discuss how basis is impacted by distributions of corporation property.*Explain how basis is impacted by sale/or liquidation of the S corporation interest.*Discuss how S corporation losses impact Form 1040 Schedule E reporting.*Show how to get from the Schedule K-1 information to the basis calculations | Dilley Steven C |
| 6/13/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New The One Big Beautiful Bill: 2025 Tax Legislation (Webinar) (26WX-2501)26WX-2501 | *The Congressional process in passing tax legislation. .*Major Tax Provisions in the House version of Big Beautiful Bill .*Individual .*General Business .*International .*Health Care Accounts .*Qualified Opportunity Zones .*Industry Specific Provisions .*Tax Exempt Organizations .*Miscellaneous Provisions .*.*.*.* | McLeod Allison M. |
| 7/25/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Generative AI Strategy for Accountants (Webinar) (26WX-1150)26WX-1150 | *Evolution and current state of AI technologies in accounting.*Development of comprehensive AI usage policies and guidelines.*Implementation frameworks for integrating AI into accounting workflows.*Strategic approaches to AI-driven process automation and optimization.*Methods for identifying and capitalizing on AI opportunities.*Best practices for human-AI collaboration in accounting.*Risk management and ethical considerations for AI implementation | Wasny Garrett |
| 5/29/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Accounting and Attestation for ESG (Webinar) (26WX-2339)26WX-2339 | *Current ESG-related initiatives and projects underway at the Financial Accounting Standards Board, Governmental Accounting Standards Board, and the AICPA. .*Types of services CPAs may provide in connection with ESG reporting, including advisory and attestation engagements. | Romero Alexandria |
| 7/17/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Beyond the Numbers: Success Strategies for Female CPAs (Webinar) (26WX-3123)26WX-3123 | How to increase your visibility instead of flying under the radar.*Critical time management techniques that allow you to focus and prioritize the right strategic initiatives.*How your inner critic operates and how to silence it.*How to build a network of community support and mentoring.*What impostor syndrome is and how it may be holding you back. | |
| 8/21/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Executive Presence, Personal Brand: Structure Your Narrative (Webinar) (26WX-2214)26WX-2214 | *Components of executive presence.*Audience-centered elevator pitch structure.*Professional value proposition framework.*Structuring a concise executive biography.*Aligning personal narrative with organizational value.*Common pitfalls in professional self-presentation.*Application and refinement exercise.* | |
| 7/13/2026 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Business Partnerships: Managing Supplier Relationships (Webinar) (26WX-3199)26WX-3199 | *Overview of supplier contracts.*Case studies of successful and not-so-successful supplier relationships.*Risk potentials | Peters David R. |
| 8/25/2026 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Tax Depreciation: Review and Update (Webinar) (26WX-3059)26WX-3059 | *Recent tax legislation and developments related to capitalization.*Eligible property for Section 179 and Section 168(k).*Discussion of the Section 179 deduction and its use to depreciate real property.*The Section 168(k) deduction and its use to depreciate real property.*Disposition of segments of real property.*Exchanges of tangible personal property after repeal of the like-kind exchange rules.*Other related topics | Dilley Steven C |
| 8/19/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Numbers to Narrative: Storytelling in Business Communication (Webinar) (26WX-1136)26WX-1136 | *Role of narrative in professional communication.*Situation--complication--resolution framework.*Narrative arcs in business contexts.*Integrating data within a structured story.*Defining tension and resolution logically.*Maintaining accuracy while improving clarity.*Application of storytelling framework to a workplace scenario.* | |
| 5/28/2026 | 11:30 a.m. - 12:30 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Operations Level Internal Control (Webinar) (26WX-3388)26WX-3388 | *An overview of controls that drive procedures.*Considerations for procedural control development.*Understanding and controlling risk that arises when organizations change | Egnatoff Karl W |
| 9/2/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Yellow Book Independence and Single Audit Fundamentals (Webinar) (26WX-2273)26WX-2273 | *The conceptual framework approach to independence.*Independence threats related to preparing financial statements and accounting records.*Consideration of specific non-audit services that would and would not impair independence.*Documentation necessary to support adequate consideration of auditor consideration.*Fundamentals of a compliance audit performed under the Uniform Guidance.*Schedule of expenditure of federal awards.*Determination of major programs.*Using the Compliance Supplement .*Uniform Guidance administrative requirements and cost principles .*Testing internal control over compliance.*Testing compliance.*Writing an audit finding.*Reporting requirements of a single audit | Burke Adelina |
| 7/15/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethics: How to Run Your Business Well (Webinar) (26WX-2848)26WX-2848 | *The five principles of ethical intelligence.*How to make the right decisions in a range of challenging situations.*The fundamental ethical principal, "Do No Harm" | Weinstein Bruce |
| 8/10/2026 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Comprehensive Accounting and Financial Reporting Update (Webinar) (26WX-0921)26WX-0921 | *CECL for nonfinancial institutions.*Accounting for Paycheck Protection Program loans.*Accounting for web-hosting services.*Revenue recognition.*Leases.*FASB projects in progress. | Henry Allison M. |
| 5/18/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Leadershift: Drive Results Through Ethical Performance Management (Webinar) (26WX-2935)26WX-2935 | *How Inspirational leadership is the foundation that ethically drives results.*Simplify the complex: Walk through the Results Model and discover practical how-to examples of execution.*Hacks for getting great results with specific examples you can leverage in your business:.*The How: Empower your people to feel like an owner, managing difficult conversations well, leading with empathy and what that looks like, how it should feel, motivational coaching techniques to get your employee relationships back on track, and unleashing the power of appreciation and gratitude.*The What: Powerful score-carding, transformational goal-setting conversations, and positive accountable follow- up. | |
| 8/13/2026 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| Fraud, Controls and Ethics: Best Practices and Case Studies (Webinar) (26WX-3547)26WX-3547 | *Examination of actual frauds.*Discussion of internal controls that could have prevented frauds.*Contemplation of epiphanies for your own professional scenarios.*The AICPA Code of Professional Conduct.*Other elements of professional conduct and compliance with professional standards | |
| 9/10/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| New Accounting and Attestation for ESG (Webinar) (26WX-2899)26WX-2899 | *Current ESG-related initiatives and projects underway at the Financial Accounting Standards Board, Governmental Accounting Standards Board, and the AICPA. .*Types of services CPAs may provide in connection with ESG reporting, including advisory and attestation engagements. | Romero Alexandria |
| 8/11/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Learning Path Webinar Bundle: Staff Accountant Core Foundations (Webinar) (26WX-2682)26WX-2682 | *Compilation Preparation and Review Basics and Peer Reviews | Instructor: Allison M. Henry | CPE: 2 | Field of Study: Accounting.*Basic Individual Taxation Course | Instructor: Allison M. McLeod | CPE: 2 | Field of Study: Taxes.*Finding Errors in Excel Spreadsheets | Instructor: Bryan L. Smith | CPE: 2 | Field of Study: Auditing.*Keeping Up with the FASB | Instructor: Dr. Christopher J. Harper | CPE: 2 | Field of Study: Accounting.*What You Can Learn From the Statement of Cash Flows | Instructor: Dr. Christopher J. Harper | CPE: 2 | Field of Study: Accounting | |
| 8/3/2026 | 8 a.m. - 4 p.m. | Online | 10 CPE (10 tech, 0 non-tech) | |
| Ethics: 10 Crucial Qualities of High Character CPAs (Webinar) (26WX-2120)26WX-2120 | *Discover why the ten crucial qualities of high-character CPAs are essential to your success.*Learn how to evaluate these qualities in job candidates and why you must do so | Weinstein Bruce |
| 7/9/2026 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New CPA to CFO: Essential Competencies for Finance Leaders (Webinar) (26WX-1388)26WX-1388 | *Top competencies hiring executives seek in CFO candidates based on survey of 320+ CEOs and recruiters.*Critical thinking frameworks and strategy creation techniques for financial leadership.*Forward-looking financial skills including capital management, forecasting, and funding strategies.*Industry-specific requirements for high-growth companies and nonprofit organizations.*Practical career development strategies to build CFO-ready competencies | |
| 6/8/2026 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Calculating the Retirement Need (Webinar) (26WX-1877)26WX-1877 | *Overview of retirement expenses and needs.*Overview of risk tolerance, time value of money and retirement planning factors.*Examples of client retirement situations | Peters David R. |
| 6/29/2026 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Volume to Value: A New Era of Precision Hiring in Accounting (Webinar) (26WX-1049)26WX-1049 | The shift from volume to precision hiring.*Why firms are moving to targeted, competency-based hiring.*Talent market impacts and competitive hiring realities.*AI in recruiting: practical use cases and implications.*Where AI tools commonly support hiring workflows.*Benefits and limitations of AI-enabled screening and assessment.*The skills mismatch in accounting hiring.*Why critical thinking and professional communication gaps persist.*Why traditional hiring methods miss these competencies.*The new competency hierarchy for high performers.*Defining and prioritizing the competencies that drive results.*AI ethics awareness and professional judgment in an AI-enabled workplace.*Assessment methods for precision hiring.*Structured behavioral interviewing and scoring rubrics.*Work simulations, case presentations, and client scenarios.*Using AI-enabled assessments responsibly and consistently.*Metrics and ROI: evaluating success.*Quality-of-hire measures (performance, ramp time, manager satisfaction).*Retention and turnover measures.*Efficiency measures (time-to-fill, cost-to-fill) and how to balance them.*Implementation roadmap.*A phased approach to adopting precision hiring (foundation → expansion → optimization)-- Building governance, documentation, and consistency for scalability | |
| 5/22/2026 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Complete Guide to Analyze Data with Excel PivotTables (Webinar) (26WX-1146)26WX-1146 | Introduction to PivotTables: Gain a solid understanding of what PivotTables are, their benefits in Excel, and how to prepare your data for creating effective PivotTables.*Creating and Customizing PivotTables: Learn step-by-step how to build and format PivotTables, including filtering, sorting, and customizing layouts for optimal data analysis. .*Focus on Using PivotTables to Analyze Data: Explore techniques to summarize, group, and compare data with PivotTables, uncovering trends and insights for better decision-making.*Advanced PivotTable Features: Discover advanced tools such as slicers, timelines, and using PowerPivot for deeper analytical capabilities. .*Data Visualization with PivotCharts: Learn to create PivotCharts from your PivotTables and customize them to visually present data insights effectively to stakeholders. | Smith Bryan |
| 5/29/2026 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Will Your Ethics Be Burned by Burnout? (Webinar) (26WX-3075)26WX-3075 | *Explore the effects of crisis and burnout on ethical decision-making.*Define the stressors, pressures, and biases that can lead good people to make less than optimal choices.*Discuss ways to offset the pressures, ways to reduce stress on ourselves and on our team, and ways to support our teams.*Learn how to recognize when an individual or an organization is heading in the wrong direction and how to stop sliding down the slippery slope | Elder Jennifer H |
| 8/19/2026 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Bytes, Bias and Balance: Data Ethics for Savvy Accountants (Webinar) (26WX-2818)26WX-2818 | *The transformative role of artificial intelligence (AI) in accounting and auditing.*Enhancing efficiency and innovation with AI tools.*Mitigating challenges such as overreliance, data security vulnerabilities, and ethical dilemmas | Zender Peter J |
| 8/7/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How Fraud Can Affect Smaller Organizations (Webinar) (26WX-3088)26WX-3088 | *The reasons for fraud.*Fraudulent acts that are initiated against smaller organizations.*Methods to stop fraud attempts against small businesses | Egnatoff Karl W |
| 8/20/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethical AI Practices for CPAs: Ensuring Responsible Use (Webinar) (26WX-1679)26WX-1679 | *Understanding ethical implications of AI.*Data privacy and security considerations.*Compliance with regulations and professional standards.*Developing ethical AI policies and procedures | Higgins John H |
| 6/20/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Accounting for the Gig Economy (Webinar) (26WX-2521)26WX-2521 | *Characteristics unique to the gig economy.*Independent contractor and employee classification considerations.*Recordkeeping considerations for independent contractors.*Accounting and reporting issues for gig economy participants.*Audit and attestation for clients who participate in the gig economy.*Tax and regulatory considerations.*The CPA as a trusted advisor for independent contractors | Harper Christopher |
| 7/27/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| LLCs and S Corporations: A Comparative Analysis (Webinar) (26WX-2449)26WX-2449 | *Comparative analysis of LLCs and S Corporations.*Entity formation, compliance, and operational structures.*Self-employment tax and its implications for LLCs and S Corporations.*Form 2553 preparation and relief for late filings.*Rev. Proc. 2022-19 and Rev. Proc. 2023-3: analysis and application.*S Corporation eligibility errors and corrective measures.*Corporate governance and formalities for both entity types.*Shareholder stock and debt basis for S Corporations.*Forms 1120S, 1065, and related schedules (K-1, K-2, K-3).*Officer reasonable compensation and general partner guaranteed payments.*Audit strategies, estate planning, and business continuation planning | Hourani Mary Jane |
| 7/23/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| How to Audit Inventory (Webinar) (26WX-3223)26WX-3223 | *Auditing Inventory.*Related Audit assertions, risks, and threats to inventory.*Substantive auditing procedures that staff should perform. | Veno Jaclyn M. |
| 8/26/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How AI Fits into the Accounting World (Webinar) (26WX-2953)26WX-2953 | *An overview of AI constructs.*How artificial intelligence is being used by accountants today.*Accounting-centric AI developments on the horizon. | Egnatoff Karl W |
| 8/13/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Criminal Tax: How CPAs Bring Value to Defense Attorneys (Webinar) (26WX-1690)26WX-1690 | *The common weaknesses in a criminal tax investigation.*The key documents to review (In a sea of thousands of documents).*Crafting questions to recommend in court proceeding. | Nordlander Robert |
| 6/22/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Al Capone to Cybercrime: The Journey of IRS Special Agents (Webinar) (26WX-2012)26WX-2012 | *Introduction to IRS Criminal Investigation (CI): Overview of its mission, role, and significance in maintaining tax compliance.*Historical Evolution: From its inception in 1919 to its current role, highlighting key milestones and notable cases.*Investigative Techniques and Tools: Detailed look at the methods and technologies used by CI agents to uncover financial crimes.*Importance of IRS CI: Discussion on the impact of CI's work on tax compliance, public confidence, and the broader financial system.*Training of CI Agents: Insight into the rigorous training programs at FLETC and ongoing professional development.*Process of Investigations: Step-by-step breakdown of how tax fraud and money laundering cases are initiated, investigated, and prosecuted. | Nordlander Robert |
| 7/3/2026 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| You Don't Know What You Don't Know About Microsoft Excel (Webinar) (26WX-1559)26WX-1559 | *Excel shortcuts and time savers.*Working with templates, formats, styles, and themes.*Customizing and enhancing Excel.*Protecting and securing workbooks.*Formula building and the Excel function libraryNote: This session is taught using a Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor. | Egnatoff Karl W |
| 6/16/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Self-Rental Real Estate: Passive Activity and Section 199A (Webinar) (26WX-1598)26WX-1598 | *Definition of self-rental property - both for Sections 199A and 469.*Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1.*Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2.*Form 8582 (passive activity).*The flow-through entity grouping election.*Illustrative examples and consequences of failing to comply with the reporting standards.*Self-rental property and "former passive activities" rules | Dilley Steven C |
| 6/17/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Overcoming Tech Adoption Challenges in CPA Firms (Webinar) (26WX-3505)26WX-3505 | Five critical technology adoption challenges facing CPA firms today.*Digital maturity assessment models and implementation frameworks.*AI integration strategies for tax, audit, and advisory services.*Cybersecurity considerations and risk management protocols.*Case studies of successful technology transformations in accounting firms | |
| 9/8/2026 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Leadershift Ethics: Things Must Change! (Webinar) (26WX-2464)26WX-2464 | *The litmus test for all of your decisions and actions.*Ethical principles when managing through change.*Pressures that threaten ethical change management.*Case studies of what can go sideways when ethics are not part of every stage of change.*Winning strategies for ethical self-regulation | |
| 7/24/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Erase the Mark: Best Practices in Penalty Abatement (Webinar) (26WX-1159)26WX-1159 | *The authority of the IRS in assessing tax penalties.*The types of penalties that can be removed.*The process the IRS uses to evaluate penalty abatements.*How to request penalty abatements.*Best practices in asking for penalty abatement, including using appeals. | Nordlander Robert |
| 5/29/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AICPA's New SSTS No. 4: New Ethics Standard for Tax Resolution (Webinar) (26WX-3650)26WX-3650 | *A comprehensive overview of the ethical guidelines outlined in Circular 230 and the newly updated Statements on Standards for Tax Services (SSTS) #4.*How these standards apply to real-world tax resolution scenarios, ensuring compliance and integrity in your practice. | |
| 9/14/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| New Microsoft Copilot Deep Dive Hands-on Bootcamp for CPAs (Webinar) (26WX-2065)26WX-2065 | *Getting started with Microsoft Copilot.*Tour of the Copilot app and how to use it.*Variety of hands-on case study examples for accounting, finance and tax.*Protecting your data privacy in Microsoft Copilot.*Advanced Microsoft Copilot features review.*Integration with Microsoft 365 apps.* | Higgins John H |
| 7/7/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Viewing A&A Through the Eyes of a Tax Practitioner (Webinar) (26WX-2589)26WX-2589 | *The role of financial reporting for a myriad of users.*Fundamentals concepts.*Special Purpose Frameworks.*Financial statement analysis.*Cross-functional collaboration | Harper Christopher |
| 7/29/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New A&A Update for Not-for-Profits and Single Audit (Webinar) (26WX-2754)26WX-2754 | *Current impacts of accounting and financial reporting on nonprofit entities.*Recently released FASB standards that impact nonprofit financial reporting the most.*Current issues and challenges involving Yellow Book financial statement audits.*Critical considerations when performing Single Audits under OMB Uniform Guidance for Federal Awards.*Important AICPA professional standard developments related to providing audit and nonaudit services to nonprofits | Louis Jennifer F |
| 8/5/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Behavioral Finance Biases (Webinar) (26WX-3533)26WX-3533 | *Overview of biases and standard of living risk.*Overview of difference between emotional and processing biases.*Examples of various real life examples and case studies | Peters David R. |
| 9/9/2026 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Controls to Secure the Growing Digital Footprint (Webinar) (26WX-2507)26WX-2507 | *Securing individual documents.*Protecting information resident in the Cloud.*Securing data stored on or accessed by mobile devices | Egnatoff Karl W |
| 7/27/2026 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New AI and Accounting in Manufacturing (Webinar) (26WX-1097)26WX-1097 | *Intelligent automation and dark factories.*Predictive maintenance and real-time cost tracking.*AI-enabled financial reporting and dashboards.*Continuous auditing and anomaly detection.*Tax compliance automation and transfer pricing AI.*Data governance and cybersecurity in financial systems.*Workforce reskilling and AI-augmented financial roles | Wasny Garrett |
| 5/27/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| What If Your Client Didn't Take Reasonable Compensation (Webinar) (26WX-1488)26WX-1488 | *Review best practices to help your client evaluate if an S election is an appropriate choice.*How to be proactive and head off common reasonable compensation issues before they happen.*Explore strategies for cash management if cash isn't available at year end.*Explore what's at stake when reasonable compensation isn't paid timely | |
| 6/12/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Common Financial Statement Disclosures (Webinar) (26WX-3125)26WX-3125 | *General disclosures about the entity and its environment.*Common critical information useful to financial statement readers for making economic decisions.*Explain results of operations through information that supplements the face financial statements | Louis Jennifer F |
| 8/21/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Fraud Case Studies: 21st Century Professional Misbehavior (Webinar) (26WX-1152)26WX-1152 | *Salient provisions the AICPA Code of Professional Conduct.*Examination of actual frauds.*Discussion of internal controls that could have prevented or mitigated actual frauds.*Contemplation of epiphanies for your own professional scenarios.*Implications for professional conduct and compliance with professional standards | Harper Christopher |
| 5/29/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
| New Analyzing IFRS Financial Statements (Webinar) (26WX-1667)26WX-1667 | *Financial Analysis fundamentals: Overview of financial statements, their interconnections, and the foundation of advanced analysis.*Loblaw Companies Case Study: Introduction to our example company and its financial performance.*Advanced Analysis Techniques: Common size analysis, Dupont framework, financial leverage, and operational metrics.*Operational Focus: Separating core business performance from financing activities.*Applied analysis and managerial ratios: Segment analysis, cash flow analysis, and managerial ratios.*Management Commentary: Overview of the corporate narrative as presented from IFRS lens. | Knight Eric |
| 6/19/2026 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Selected Ethics Topics (Webinar) (26WX-2165)26WX-2165 | *Stay in compliance with recent ethics standards changes that impact your practice.*Learn about key regulatory changes and initiatives impacting CPAs and the future of the profession.*Discuss emerging issues and standard-setting activity that could affect your practice in the future.*Explore practical applications of the standards and hear about common practice issues and challenges. Examples include private equity, technology, tax planning, audit quality, regulatory enforcement and standard-setting environment.*Learn how failure to follow the standards can result in unwanted regulatory actions and publicity. | Henry Allison M. |
| 7/10/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Microsoft Teams for CPAs: Unlocking Its Full Potential (Webinar) (26WX-1177)26WX-1177 | *Best practices for organizing your teams and channels.*Understanding the role of Teams and SharePoint integration.*Using Teams to communicate and collaborate externally with clients.*Tips and tricks for managing conversations in Teams.*Leveraging Microsoft Copilot AI in Teams | Higgins John H |
| 5/30/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Using ChatGPT With Excel (Webinar) (26WX-2085)26WX-2085 | Introduction to ChatGPT and other AI (Artificial Intelligence) language models.*Discussion of best practices for using ChatGPT with Excel.*Use ChatGPT to create, debug and explain formulas.*Use ChatGPT to learn how to use Excel features.*Use ChatGPT to automate repetitive tasks in Excel.*Use ChatGPT to easily create macros | Smith Bryan |
| 7/8/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Ethics, AI and Music: What Every CPA Must Know (Webinar) (26WX-3409)26WX-3409 | *Four key aspects of artificial intelligence that are relevant to CPAs: machine learning, generative AI, large language models, and GPT.*The role that five powerful principles--the principles of ethical intelligence--play in using AI the right way.*Short, focused writing exercises (30 seconds each) designed to deepen understanding of the topic.*Real-world case studies about the use of AI in music as well as accounting.*Answers to several crucial questions about how to use artificial intelligence with ethical intelligence.* | Weinstein Bruce |
| 9/2/2026 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| New AI 101 for CPAs: Core Concepts and Practical Applications (Webinar) (26WX-0947)26WX-0947 | *ABCs of how generative AI tools such as ChatGPT, Microsoft Copilot, and Google Gemini work.*What inherent risks are associated with this powerful technology.*Actionable steps you can take to mitigate the risks.*Practical examples of how AI can be applied in accounting, auditing, tax, and finance services | Higgins John H |
| 5/19/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| AI Prompt Engineering Masterclass for Accountants (Webinar) (26WX-3594)26WX-3594 | *Introduction to Prompt Engineering: Basics of structuring effective prompts for meaningful AI responses.*Understanding AI's "Lazy" Defaults: Why LLMs provide basic answers and how to push them to deliver richer insights.*Multi-Layered Prompting: Techniques to encourage AI to provide responses across beginner to expert levels.*Candid and Contrarian Responses: Using prompts that elicit honest and balanced insights, even on controversial topics.*Ripple Effect and Cobra Effect: Probing the broader impacts and unintended consequences of financial decisions.*Avoid Stupidity Checklist: A practical prompt for reducing mistakes in AI-assisted accounting tasks.*Role-Based Perspective Prompts: Crafting prompts that guide AI to respond from specific professional viewpoints.*Automation Ideas: Leveraging AI to optimize repetitive accounting tasks.*Emotion-Driven Prompting: Exploring how emotion-focused prompts can enhance AI performance and engagement.*Practical Applications in Accounting: How to apply prompt engineering in real-world financial analysis and decision-making. | Wasny Garrett |
| 9/11/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Leveraging ChatGPT for Innovative Business Advisory Services (Webinar) (26WX-2874)26WX-2874 | *Introduction to ChatGPT and its applications in the business advisory context.*In-depth exploration of enterprise evaluation methodologies like SWOT, PESTLE, BCG Matrix, McKinsey 7S Model, Ansoff Matrix, etc.*Practical case studies demonstrating application of ChatGPT in accounting business analysis.*Key challenges faced by accounting firms and how ChatGPT can help overcome these.*Best practices for implementing AI tools in the accounting sector.*Future opportunities and trends in AI-enhanced business advisory services | Wasny Garrett |
| 8/11/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Risk Wrangling: Surviving the Modern Business Rodeo (Webinar) (26WX-1819)26WX-1819 | *Risk is the common thread in an evolving landscape.*Risk assessment.*Responding to assessed risks.*Auditing standards.*Other insights from AICPA guidance.*Fraud considerations.*The role of analytics.*Financial reporting considerations.*Risk mitigation | Harper Christopher |
| 6/26/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Cybersecurity: Protecting Your Firm's Data and Reputation (Webinar) (26WX-2520)26WX-2520 | *Assessment of the current cybersecurity threat level and vulnerabilities.*Developing your WISP (Written Information Security Program) .*Deploying a password management app (PMA) to fortify the security of your login credentials.*Implementing an incident response plan to minimize the damage from a cybersecurity attack.*Understanding the role of cybersecurity insurance | Higgins John H |
| 7/27/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ChatGPT Vision for Financial Analysis (Webinar) (26WX-1003)26WX-1003 | *Introduction to GPT Vision - Understanding the fundamentals of GPT Vision and its capabilities.*Advantages of Vision Mode Research - Exploring the unique benefits of visual data analysis over traditional methods.*Accessing GPT Vision - Guidance on how to access and utilize GPT Vision capabilities.*Financial Screenshot Analysis - Techniques for analyzing financial documents and reports through screenshots.*Operational Insights from Visual Data - Using images to gain insights into operational processes and asset management.*Integration with Google Maps - Learning how to combine ChatGPT's vision capabilities with mapping technologies for enhanced spatial analysis.*DDPP Analysis - Applying descriptive, diagnostic, predictive, and prescriptive analysis to visual data.*Sentiment and Facial Expression Analysis - Techniques for interpreting emotions and sentiments in images to gauge client and employee feedback.*Body Language Interpretation - Analyzing body language in images to understand non-verbal cues in business contexts.*Effective Photo Capturing Techniques - Best practices for taking photos that provide optimal insights for financial analysis. | Wasny Garrett |
| 5/21/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| IRS Penalties and Abatements (Webinar) (26WX-1925)26WX-1925 | *Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penalties.*Rules on waiver of penalties and interests.*Various forms and procedures for requesting relief.*First Time Abatement: Requirements and procedures.*How an individual taxpayer qualifies for Reasonable Cause abatement.*Procedures for requesting refund of paid penalties.*Available administrative options | McLeod Allison M. |
| 7/1/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How Fraud Can Affect Smaller Organizations (Webinar) (26WX-2248)26WX-2248 | *The reasons for fraud.*Fraudulent acts that are initiated against smaller organizations.*Methods to stop fraud attempts against small businesses | Egnatoff Karl W |
| 7/15/2026 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Fraud and Embezzlement: Case Studies From the Trenches (Webinar) (26WX-3346)26WX-3346 | *How organizations can find themselves defrauded due to lax oversight and weak internal controls.*How the existence of the "trusted advisor" creates situations where CPAs can drop their professional skepticism.*Illustrations of the issues companies should look for in preventing fraud and embezzlement. | McLeod Allison M. |
| 9/1/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Annual Update for Not-for-Profit Accountants and Auditors (Webinar) (26WX-2021)26WX-2021 | Overview of accounting developments affecting not-for-profit organizations, including recently issued Accounting Standards Updates (ASUs) from the Financial Accounting Standards Board and an introduction to the International Non-Profit Accounting Standard (INPAS).*Auditing and attestation developments from the AICPA, including the next phase of quality management with a focus on monitoring and remediation responsibilities. .*Recent and upcoming standards affecting audit, attestation, and consulting engagements, including updates related to SSAEs, SSARSs, exposure drafts on confirmations and fraud, and changes affecting group audits.* | Galasso Melisa |
| 7/3/2026 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Retaining Talent in a Competitive Marketplace (Webinar) (26WX-3336)26WX-3336 | *Decision Making Theory.*Compensation & Employee Satisfaction.*What benefits do employees care about?.*Retirement Plan Basics.*Health Insurance Basics.*Disability Insurance Basics.*Life Insurance Basics.*Fringe Benefits.*Summing It Up | Peters David R. |
| 8/31/2026 | 10:30 a.m. - 2:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New The CPA's Guide to Cryptocurrency and Blockchain (Webinar) (26WX-2158)26WX-2158 | *Blockchain technology primer.*Cryptocurrency technology primer.*Update on the cryptocurrency marketplace.*Cryptocurrency exchanges - the good, the bad and the ugly.*Overview of cryptocurrency taxation and legislation.*Smart contracts - what they are and how they work.* | Higgins John H |
| 7/10/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Fundamentals of Form 1040: Business (Webinar) (26WX-1546)26WX-1546 | *Self-employment and business income taxation (Schedule C, self-employment tax, business deductions).*Reporting income from pass-through entities (Schedule E, Schedule K-1, Shareholder stock and debt basis on Form 7203).*Application of Form 7217 for capital construction funds.*Best practices for self-employed clients and small business owners.*Key deductions and credits for business owners.*Avoiding common IRS audit triggers related to business income reporting.*Legislative updates impacting business income taxation in the current year | Hourani Mary Jane |
| 6/15/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Microsoft Copilot Deep Dive Hands-on Bootcamp for CPAs (Webinar) (26WX-1466)26WX-1466 | *Getting started with Microsoft Copilot.*Tour of the Copilot app and how to use it.*Variety of hands-on case study examples for accounting, finance and tax.*Protecting your data privacy in Microsoft Copilot.*Advanced Microsoft Copilot features review.*Integration with Microsoft 365 apps.* | Higgins John H |
| 6/11/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Fraud Busters: Controls to Prevent and Detect Fraud (Webinar) (26WX-3091)26WX-3091 | *Fraud motivators - the fraud triangle, typical profiles of fraud perpetrators.*Revisiting the basics of controls - design vs effectiveness, preventative vs. detective.*Entity-wide controls and how they can assist in fraud deterrence.*Specific fraud types and the controls that could prevent and detect them | Gohl Keely |
| 8/20/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Steps to Stop External Fraud (Webinar) (26WX-1528)26WX-1528 | *Types of external fraud.*Considerations as organizations work to reduce fraud risk.*External fraud and known parties/External fraud unknown perpetrators | Egnatoff Karl W |
| 6/15/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How to Audit Cash (Webinar) (26WX-1599)26WX-1599 | *Auditing Cash.*Audit assertions, risks, and threats to the cash balance.*Auditing procedures to perform | Veno Jaclyn M. |
| 6/17/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Learning Path Webinar Bundle: Financial Strategy and Analysis (Webinar) (26WX-1953)26WX-1953 | *Behavioral Finance Biases | Instructor: David Peters | CPE: 1 | Field of Study: Finance.*Corporate Storytelling in Financial Reporting | Instructor: Eric Knight | CPE: 1 | Field of Study: Finance.*From Numbers to Narratives: Mastering Data Analysis for CPAs | Instructor: Bryan L. Smith | CPE: 2 | Field of Study: Specialized Knowledge.*Analyzing Financial Statements | Instructor: Keely Gohl | CPE: 2 | Field of Study: Accounting.*Build Better Budgets: Fundamental Techniques | Instructor: Dr. Christopher J. Harper | CPE: 2 | Field of Study: Finance.*Unlocking Deep Secrets: Case Studies in Financial Analysis | Instructor: Eric Knight | CPE: 2 | Field of Study: Finance | |
| 7/1/2026 | 8 a.m. - 4 p.m. | Online | 10 CPE (10 tech, 0 non-tech) | |
| New AI and Accounting in Manufacturing (Webinar) (26WX-1843)26WX-1843 | *Intelligent automation and dark factories.*Predictive maintenance and real-time cost tracking.*AI-enabled financial reporting and dashboards.*Continuous auditing and anomaly detection.*Tax compliance automation and transfer pricing AI.*Data governance and cybersecurity in financial systems.*Workforce reskilling and AI-augmented financial roles | Wasny Garrett |
| 6/27/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Beyond the Basics: Financial Ratios You Might Be Overlooking (Webinar) (26WX-2738)26WX-2738 | *Understanding Cost Behavior and Its Impact on Decision-Making.*Contribution Margin and Break-Even Analysis.*Margin of Safety and Its Role in Risk Management.*Operating Leverage and Financial Sensitivity.*Analyzing Asset Turnover for Operational Efficiency.*Cash Conversion Cycle and Working Capital Insights.*Free Cash Flow Yield as a Valuation Tool | Knight Eric |
| 8/5/2026 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| ChatGPT Vision for Financial Analysis (Webinar) (26WX-1867)26WX-1867 | *Introduction to GPT Vision - Understanding the fundamentals of GPT Vision and its capabilities.*Advantages of Vision Mode Research - Exploring the unique benefits of visual data analysis over traditional methods.*Accessing GPT Vision - Guidance on how to access and utilize GPT Vision capabilities.*Financial Screenshot Analysis - Techniques for analyzing financial documents and reports through screenshots.*Operational Insights from Visual Data - Using images to gain insights into operational processes and asset management.*Integration with Google Maps - Learning how to combine ChatGPT's vision capabilities with mapping technologies for enhanced spatial analysis.*DDPP Analysis - Applying descriptive, diagnostic, predictive, and prescriptive analysis to visual data.*Sentiment and Facial Expression Analysis - Techniques for interpreting emotions and sentiments in images to gauge client and employee feedback.*Body Language Interpretation - Analyzing body language in images to understand non-verbal cues in business contexts.*Effective Photo Capturing Techniques - Best practices for taking photos that provide optimal insights for financial analysis. | Wasny Garrett |
| 6/29/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accounting for and Auditing Cryptocurrency and Digital Assets (Webinar) (26WX-2849)26WX-2849 | *Common applications related to initial recognition and measurement, subsequent measurement or derecognition, presentation, and disclosure of cryptocurrency and other digital assets.*Feedback from the AICPA's Digital Assets Working Group intended to assist auditors with opining on these digital records | Louis Jennifer F |
| 8/10/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Selected Ethics Topics (Webinar) (26WX-2676)26WX-2676 | *Stay in compliance with recent ethics standards changes that impact your practice.*Learn about key regulatory changes and initiatives impacting CPAs and the future of the profession.*Discuss emerging issues and standard-setting activity that could affect your practice in the future.*Explore practical applications of the standards and hear about common practice issues and challenges. Examples include private equity, technology, tax planning, audit quality, regulatory enforcement and standard-setting environment.*Learn how failure to follow the standards can result in unwanted regulatory actions and publicity. | Henry Allison M. |
| 8/3/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| S Corporations: Calculating Shareholder Basis (Webinar) (26WX-2199)26WX-2199 | *Discuss the calculation of basis when the entity is formed including the impact of contributed property.*Explain the importance of shareholder loans to the entity.*Uses a comprehensive example to illustrate the mechanics of the basis determination process.*Schedule K-1 Basis and Form 7203.*Discuss how basis is impacted by distributions of corporation property.*Explain how basis is impacted by sale/or liquidation of the S corporation interest.*Discuss how S corporation losses impact Form 1040 Schedule E reporting.*Show how to get from the Schedule K-1 information to the basis calculations | Dilley Steven C |
| 7/13/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ChatGPT and Advanced Accounting Research (Webinar) (26WX-2766)26WX-2766 | *The accounting research transformation: Comparing Google vs. AI methodologies.*AI ecosystems and specialized models for accounting applications.*Advanced prompt engineering techniques for financial and tax research.*AI-powered search engines and deep research platforms for accounting professionals .*AI as an ideation and thinking partner for complex accounting problems .*Specialized accounting research tools and AI superstores.*Persona priming and P&P stacking methodologies for optimal AI interactions.*Ethical considerations and limitations of AI in accounting research.*The compliance chess effect: AI's impact on tax planning and regulatory response.*AI-driven automation for regulatory updates and compliance monitoring | Wasny Garrett |
| 8/6/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Spring Tax Update With Steve Dilley (Webinar) (26WX-2978)26WX-2978 | *Update and integration of the most recent tax legislation impacting individual and business taxpayers.*Review of individual and business provisions of the Inflation Reduction Act.*Update on significant individual and business tax developments related to cases and rulings.*Update on earned income credit, child credit, and child and dependent care credit.*Crypto reporting update.*Depreciation changes in Sec. 179 and Sec. 168(k) bonus depreciation.*Tax issues impacting "gig" workers, including Form 1099-K.*Update on partnership and S corporations, including Schedules K-2 and K-3 of Forms 1065 and 1120S related to foreign transactions. | Dilley Steven C |
| 8/14/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Ethical AI Practices for CPAs: Ensuring Responsible Use (Webinar) (26WX-2585)26WX-2585 | *Understanding ethical implications of AI.*Data privacy and security considerations.*Compliance with regulations and professional standards.*Developing ethical AI policies and procedures | Higgins John H |
| 7/29/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New CPA to CFO: Essential Competencies for Finance Leaders (Webinar) (26WX-3380)26WX-3380 | *Top competencies hiring executives seek in CFO candidates based on survey of 320+ CEOs and recruiters.*Critical thinking frameworks and strategy creation techniques for financial leadership.*Forward-looking financial skills including capital management, forecasting, and funding strategies.*Industry-specific requirements for high-growth companies and nonprofit organizations.*Practical career development strategies to build CFO-ready competencies | |
| 9/1/2026 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Forensic Accounting: Investigating Divorce Cases (Webinar) (26WX-3259)26WX-3259 | *The role of a forensic accountant in divorce proceedings.*The marketing of forensic accounting services to family law attorneys.*How to conduct a financial investigation.*Common areas to uncover hidden assets or income.*The basic calculations in evaluating marital assets.*Testifying in depositions and divorce court | Nordlander Robert |
| 8/27/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Basic Individual Taxation Course (Webinar) (26WX-1992)26WX-1992 | *Defining Federal Income Taxes.*Computing federal income tax liability.*Calculating adjusted gross income.*Defining Qualifying Child.*Determining filing status.*Calculating the Kiddie Tax.*Standard deduction.*Tax Rates for ordinary income, capital gains, and qualified dividend income.*Cash v. Accrual Method.*Filing deadlines and obtaining extensions | McLeod Allison M. |
| 7/3/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Improve Spreadsheets by Building Controls in Excel (Webinar) (26WX-1859)26WX-1859 | *Learn best practices when designing your spreadsheets .*How to create a proper worksheet structure.*Learn to use Excel's built in features to find errors.*How to create your custom controls to prevent and find errors.*Using links to quickly move to controls.*Using Conditional Formatting to highlight errors | Smith Bryan |
| 6/29/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: 10 Crucial Qualities of High Character CPAs (Webinar) (26WX-1396)26WX-1396 | *Discover why the ten crucial qualities of high-character CPAs are essential to your success.*Learn how to evaluate these qualities in job candidates and why you must do so | Weinstein Bruce |
| 6/9/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| The Ethics of Recruitment and Selection (Webinar) (26WX-1266)26WX-1266 | *Discussion of ethical and effective recruiting strategies.*Selection processes that foster diversity and inclusion.*How to increase talent pools to ensure hiring success | |
| 6/3/2026 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Volume to Value: A New Era of Precision Hiring in Accounting (Webinar) (26WX-1076)26WX-1076 | The shift from volume to precision hiring.*Why firms are moving to targeted, competency-based hiring.*Talent market impacts and competitive hiring realities.*AI in recruiting: practical use cases and implications.*Where AI tools commonly support hiring workflows.*Benefits and limitations of AI-enabled screening and assessment.*The skills mismatch in accounting hiring.*Why critical thinking and professional communication gaps persist.*Why traditional hiring methods miss these competencies.*The new competency hierarchy for high performers.*Defining and prioritizing the competencies that drive results.*AI ethics awareness and professional judgment in an AI-enabled workplace.*Assessment methods for precision hiring.*Structured behavioral interviewing and scoring rubrics.*Work simulations, case presentations, and client scenarios.*Using AI-enabled assessments responsibly and consistently.*Metrics and ROI: evaluating success.*Quality-of-hire measures (performance, ramp time, manager satisfaction).*Retention and turnover measures.*Efficiency measures (time-to-fill, cost-to-fill) and how to balance them.*Implementation roadmap.*A phased approach to adopting precision hiring (foundation → expansion → optimization)-- Building governance, documentation, and consistency for scalability | |
| 5/26/2026 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| How to Audit Expenses and Payables (Webinar) (26WX-1373)26WX-1373 | *The basics of auditing expenses.*Accrued liabilities and other payables.*Relates audit assertions, risks, and threats to the expenses and payables balances.*Substantive auditing procedures to peform. | Veno Jaclyn M. |
| 6/8/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Deep Dive Into Common Auditing Deficiencies (Webinar) (26WX-2971)26WX-2971 | *Review common deficiencies identified by the AICPA and state boards of accountancy.*Feature discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment.*Review of the areas of concern and how you can overcome them by employing best practices. | Galasso Melisa |
| 8/14/2026 | 10:30 a.m. - 2:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethics and Technology for CPAs (Webinar) (26WX-3598)26WX-3598 | *The foundational ethical principles CPAs are required to follow and how these principles apply to audit quality, data privacy and security, and the use of emerging technologies.*The profession's need to change to meet its ethics standard in a technology-centric environment.*Changes being considered by the AICPA and the National Association of State Boards of Accountancy that could impact the profession. | Henry Allison M. |
| 9/11/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Learning Path Webinar Bundle: Technology and Innovation (Webinar) (26WX-1218)26WX-1218 | *Technology Trends for CPAs and CFOs: 2026 Update | Instructor: John Higgins | CPE: 2 | Field of Study: Information Technology.*Advanced ChatGPT for Accountants | Instructor: Garrett Wasny | CPE: 2 | Field of Study: Information Technology.*Bytes, Bias, and Balance: Data Ethics for Tech-Savvy Accountants | Instructor: Peter Zender | CPE: 2 | Field of Study: Information Technology.*AI Lessons Learned for Accountants | Instructor: Garrett Wasny | CPE: 2 | Field of Study: Information Technology.*Current Cybersecurity Risk Management Trends | Instructor: Jennifer F. Louis | CPE: 2 | Field of Study: Information Technology | |
| 6/1/2026 | 8 a.m. - 4 p.m. | Online | 10 CPE (10 tech, 0 non-tech) | |
| New Learning Path Webinar Bundle: Monthly Federal Tax Updates (Webinar) (26WX-1208)26WX-1208 | *Tax developments and changes to the Internal Revenue Code.*Techniques for implementing new standards. | |
| 6/1/2026 | 10 a.m. - 12 p.m. | Online | 24 CPE (24 tech, 0 non-tech) | |
| IRS Penalties and Abatements (Webinar) (26WX-3154)26WX-3154 | *Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penalties.*Rules on waiver of penalties and interests.*Various forms and procedures for requesting relief.*First Time Abatement: Requirements and procedures.*How an individual taxpayer qualifies for Reasonable Cause abatement.*Procedures for requesting refund of paid penalties.*Available administrative options | McLeod Allison M. |
| 8/24/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Forensic Accounting: When the Office is a Crime Scene (Webinar) (26WX-2673)26WX-2673 | *A step-by-step process from the initial client phone call to you writing a report of your findings for any civil or criminal actions that may be pursued.*How to advise your client in approaching an allegation of embezzlement.*What pitfalls may arise in finding the truth.*The best practices to ensure that the evidence is preserved properly for potential civil or criminal actions | Nordlander Robert |
| 8/3/2026 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Hot Topics Accounting Update (Webinar) (26WX-3653)26WX-3653 | New accounting standards.*The impact on Financial Reporting.*Hot topics in financial reporting.*Current and emerging US GAAP requirements. | Louis Jennifer F |
| 9/14/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Resistance to Resilience: Strive for Tech Change Acceptance (Webinar) (26WX-1832)26WX-1832 | *Resistance to resilience in embracing new technologies.*Overcoming barriers and ensuring successful implementation.*Cutting-edge audit technologies, including AI, data analytics, and automation.*Insights into the Technology Acceptance Model (TAM) | Zender Peter J |
| 6/26/2026 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Steps to Stop External Fraud (Webinar) (26WX-1452)26WX-1452 | *Types of external fraud.*Considerations as organizations work to reduce fraud risk.*External fraud and known parties/External fraud unknown perpetrators | Egnatoff Karl W |
| 6/11/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Fundamentals of Form 1040: Business (Webinar) (26WX-2391)26WX-2391 | *Self-employment and business income taxation (Schedule C, self-employment tax, business deductions).*Reporting income from pass-through entities (Schedule E, Schedule K-1, Shareholder stock and debt basis on Form 7203).*Application of Form 7217 for capital construction funds.*Best practices for self-employed clients and small business owners.*Key deductions and credits for business owners.*Avoiding common IRS audit triggers related to business income reporting.*Legislative updates impacting business income taxation in the current year | Hourani Mary Jane |
| 7/21/2026 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Learning Path Webinar Bundle: Audit and Risk Fundamentals (Webinar) (26WX-1951)26WX-1951 | *Best Practices: Conducting Meaningful Walkthroughs | Instructor: Melisa Galasso | CPE: 2 | Field of Study: Auditing.*Exploring Internal Controls That Could Have Prevented Frauds | Instructor: Dr. Christopher J. Harper | CPE: 2 | Field of Study: Auditing.*Hot Topics Audit & Attest Update | Instructor: Jennifer F. Louis | CPE: 2 | Field of Study: Auditing.*Internal Control - Testing for Operating Effectiveness | Instructor: Jennifer F. Louis | CPE: 2 | Field of Study: Auditing.*Introduction to Risk Assessment | Instructor: Melisa Galasso | CPE: 2 | Field of Study: Auditing | |
| 7/1/2026 | 8 a.m. - 4 p.m. | Online | 10 CPE (10 tech, 0 non-tech) | |
| Using ChatGPT With Excel (Webinar) (26WX-3455)26WX-3455 | Introduction to ChatGPT and other AI (Artificial Intelligence) language models.*Discussion of best practices for using ChatGPT with Excel.*Use ChatGPT to create, debug and explain formulas.*Use ChatGPT to learn how to use Excel features.*Use ChatGPT to automate repetitive tasks in Excel.*Use ChatGPT to easily create macros | Smith Bryan |
| 9/4/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| How AI Fits into the Accounting World (Webinar) (26WX-3306)26WX-3306 | *An overview of AI constructs.*How artificial intelligence is being used by accountants today.*Accounting-centric AI developments on the horizon. | Egnatoff Karl W |
| 8/29/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Taxation of the Cannabis Industry (Webinar) (26WX-3196)26WX-3196 | *Industrial hemp vs. marijuana.*Income definitions under I.R.C. Section 61.*Tax code restrictions: Section 280E and Section 471.*State-specific marijuana laws.*Cash management in cannabis businesses.*Federal court case analysis. | Hourani Mary Jane |
| 8/25/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| A Working Parent's Guide to Prioritizing Mental Wellness (Webinar) (26WX-1295)26WX-1295 | *Challenging Cultural Expectations and Managing Stress: Explore the impact of societal pressures and develop strategies to counter unrealistic expectations while managing stress effectively.*Prioritizing Self-Care and Physical Well-Being: Learn the importance of self-care, including sleep, exercise, relaxation, and setting boundaries, as well as understanding the critical connection between physical and mental health.*Seeking Support and Building Resilience: Recognize when to seek help -whether through therapy, friends, or family- and develop skills to build resilience, create flexible work arrangements, and identify when additional support, such as professional intervention, is needed. | Smith Alexis |
| 6/4/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethics Based Leadership for Women (Webinar) (26WX-1857)26WX-1857 | *The State of Women in Leadership in the United States.*Leadership Defined.*Virtue Ethics.*Internal and External Challenges for Women in Leadership.*Creating a Culture of Safety and Caring | |
| 6/29/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Partnership/LLC Taxation: Tax Basis Capital Accounts (Webinar) (26WX-3350)26WX-3350 | *Discuss the impact of the Section 199A flow-through entities deduction on partnerships and their partners.*The meaning of a "tax basis capital account".*How the financial accounting and tax capital accounts differ from one another.*Determine a partner's share of the partnership's liabilities.*Distinguish "recourse" loans from "nonrecourse" loans.*What are "qualified nonrecourse financing" loans and how they affect partners.*Section 704 "built-in gain or loss" rules and how they impact Schedule K-1 reporting.*Section 4655 "at risk" rules and how they impact Schedule K-1 reporting | Dilley Steven C |
| 9/1/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ChatGPT and Advanced Financial Analysis for Accountants (Webinar) (26WX-1192)26WX-1192 | *Financial Modeling with ChatGPT Integration.*Advanced Ratio Analysis Techniques.*Risk Assessment and Scenario Analysis.*Valuation Methods and ChatGPT Applications.*Utilizing Performance Metrics in Financial Analysis.*Data Analysis and Interpretation with AI.*Investment Analysis Enhanced by ChatGPT | Wasny Garrett |
| 6/1/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New What's Changing in A&A for Governmental Entities (Webinar) (26WX-1670)26WX-1670 | *Major pronouncements issued by the Governmental Accounting Standards Board, including GASB Statements No. 103, 104, and 105.*Overview of active GASB exposure drafts and ongoing projects.*Auditing developments, covering significant updates to the Yellow Book issued by the U.S. Government Accountability Office, including changes related to quality management, effective dates, and recent updates to the Green Book. | Galasso Melisa |
| 6/19/2026 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Microsoft Teams for CPAs: Unlocking Its Full Potential (Webinar) (26WX-3399)26WX-3399 | *Best practices for organizing your teams and channels.*Understanding the role of Teams and SharePoint integration.*Using Teams to communicate and collaborate externally with clients.*Tips and tricks for managing conversations in Teams.*Leveraging Microsoft Copilot AI in Teams | Higgins John H |
| 9/2/2026 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Technology Trends for CPAs and CFOs (Webinar) (26WX-1176)26WX-1176 | *Role of cloud computing as the foundation for all tech trends.*IoT (Internet of Things) and Big Data.*Data analytics and KPI dashboards the new financial reporting model.*Generative AI and Agentic AI in 2026.*Blockchain technology and smart contracts.*Cryptocurrency 15 market and technology update.*Current state of the software applications technology | Higgins John H |
| 5/30/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Overcoming Tech Adoption Challenges in CPA Firms (Webinar) (26WX-2307)26WX-2307 | Five critical technology adoption challenges facing CPA firms today.*Digital maturity assessment models and implementation frameworks.*AI integration strategies for tax, audit, and advisory services.*Cybersecurity considerations and risk management protocols.*Case studies of successful technology transformations in accounting firms | |
| 7/16/2026 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Federal Tax Updates: Business Entities (Webinar) (26WX-1826)26WX-1826 | *Current business entity tax issues.*Any current tax legislation occurring during the period.*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues | McLeod Allison M. |
| 6/26/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Best Practices: Conducting Meaningful Walkthroughs (Webinar) (26WX-1149)26WX-1149 | *Review of audit procedures.*Documentation requirements.*Real world examples of red flags that may arise. | Veno Jaclyn M. |
| 5/29/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Take Command of Your Time (Webinar) (26WX-3310)26WX-3310 | *Identify time wasters and adopt strategies for eliminating them.*Recognize the variety of causes of procrastination and apply techniques to overcome them.*Use practical techniques for prioritizing work.*Delegation strategies.*Incorporate wellness and stress management into your day in short increments.*Understand their energy cycles and use it to manage your schedule.*Learn techniques to decrease stress in the moment (based on neuroscience) | |
| 8/31/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Accounting and Attestation for ESG (Webinar) (26WX-3575)26WX-3575 | *Current ESG-related initiatives and projects underway at the Financial Accounting Standards Board, Governmental Accounting Standards Board, and the AICPA. .*Types of services CPAs may provide in connection with ESG reporting, including advisory and attestation engagements. | Romero Alexandria |
| 9/10/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Current Cybersecurity Risk Management Trends (Webinar) (26WX-2320)26WX-2320 | *Overview of current cybersecurity threats and how to mitigate data breach risk.*Describe how to avoid malware and other security threats | Louis Jennifer F |
| 7/17/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Bytes, Bias and Balance: Data Ethics for Savvy Accountants (Webinar) (26WX-3478)26WX-3478 | *The transformative role of artificial intelligence (AI) in accounting and auditing.*Enhancing efficiency and innovation with AI tools.*Mitigating challenges such as overreliance, data security vulnerabilities, and ethical dilemmas | Zender Peter J |
| 9/4/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Corporate Transparency Act Developments (Webinar) (26WX-1593)26WX-1593 | *Background of the Corporate Transparency Act.*Beneficial Ownership Information Reporting (BOIR) Rule .*Entities required to report.*Reporting requirements imposed by the CTA.*Due dates of reports.*Information needed to satisfy the BOIR.*Impact of failure to report.*How to submit a report.*Court rulings on CTA's unconstitutionality.*Implications to entities as a result of the ruling in NSB.*Potential reporting requirements due to FinCen's proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers. | McLeod Allison M. |
| 6/17/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New NotebookLM Use Cases for Accountants (Webinar) (26WX-1034)26WX-1034 | *NotebookLM fundamentals: notebooks, sources, prompts, and outputs.*Turning financial PDFs into searchable, conversational knowledge bases.*Audit and assurance use cases: workpaper synthesis and issue tracking.*Tax and regulatory research: comparing guidance across sources.*Cross-referencing: tracing claims back to documents for defensibility.*Drafting deliverables: memos, client notes, and executive summaries.*Risk controls: confidentiality, data handling, and "trust-but-verify" habits | Wasny Garrett |
| 5/22/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Fraud Case Studies: 21st Century Professional Misbehavior (Webinar) (26WX-1757)26WX-1757 | *Salient provisions the AICPA Code of Professional Conduct.*Examination of actual frauds.*Discussion of internal controls that could have prevented or mitigated actual frauds.*Contemplation of epiphanies for your own professional scenarios.*Implications for professional conduct and compliance with professional standards | Harper Christopher |
| 6/24/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
| An Exhaustive Look at Fraud and Ways to Control It (Webinar) (26WX-1805)26WX-1805 | *Fraudulent acts initiated from outside organizations.*Why internal fraud occurs.*The importance of fighting cyber-fraud.*Steps that verify anti-fraud activities are working | Egnatoff Karl W |
| 6/26/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Role of Internal Control in the Risk-Based Audit (Webinar) (26WX-2794)26WX-2794 | *Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control system.*Development of a tailored audit approach that considers the potential reliance on internal controls.*Guidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients | |
| 8/7/2026 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Exercise Your Ethics: Techniques to Improve Ethical Response (Webinar) (26WX-3460)26WX-3460 | *Explore research for common answers to "what does ethics mean to you?" and examine whether those are valid.*Identify common ethical barriers - reflecting the latest from the ACFE Report to the Nations.*Discover ways to improve ethical response.*Practice, using practical advice from leading thinkers in ethics. | Gohl Keely |
| 9/4/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| The Ethics of Recruitment and Selection (Webinar) (26WX-3276)26WX-3276 | *Discussion of ethical and effective recruiting strategies.*Selection processes that foster diversity and inclusion.*How to increase talent pools to ensure hiring success | |
| 8/28/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Common Financial Statement Disclosures (Webinar) (26WX-2847)26WX-2847 | *General disclosures about the entity and its environment.*Common critical information useful to financial statement readers for making economic decisions.*Explain results of operations through information that supplements the face financial statements | Louis Jennifer F |
| 8/10/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Federal Tax Updates for Individuals (Webinar) (26WX-1881)26WX-1881 | *Current tax issues affecting individual taxpayers.*Review of recent tax legislation.*Other issues affecting the profession, including IRS procedure, current cases, and other federal tax issues | McLeod Allison M. |
| 6/29/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Mastering the Art of Conflict: CPA Transformative Strategies (Webinar) (26WX-3438)26WX-3438 | *Common conflicts CPAs face.*The impacts of having/not having crucial conversations .*Learn your conflict style and how to elevate your conflict capabilities.*Identifying conflict triggers.*Best practices using an integrated approach from Crucial Conversations, Fierce Conversations, and Leading with Questions.*Interviews from CPAs and real-life scenarios they faced and what crucial conversation approaches they used. | |
| 9/3/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| Build Better Budgets: Fundamental Techniques (Webinar) (26WX-0912)26WX-0912 | *Advantages of budgeting.*The role of budgeting.*Master budgeting.*Flexible budgeting.*Standards and variances.*Capital budgeting | Harper Christopher |
| 5/18/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Corporate Storytelling in Financial Reporting (Webinar) (26WX-2458)26WX-2458 | *Purpose of Management Commentary (IFRS): Understanding the foundational objectives.*Purpose of MD&A (AAP): SEC-mandated narrative disclosure requirements.*Historical Context: Past and present frameworks and the limitations.*Recent Revisions: Key enhancements and ESG integration.*Practical Examples: Real-world applications and improvements.*Convergence & Guidance: Frameworks, comparisons, and implementation | Knight Eric |
| 7/23/2026 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Annual Update for Governments and Not-for-Profits (Webinar) (26WX-2696)26WX-2696 | *Key accounting and auditing developments affecting governmental and not-for-profit organizations. .*Accounting Standards Updates issued by the Financial Accounting Standards Board.*The purpose of INPAS and how it compares conceptually to U.S. GAAP for not-for-profit entities.*Recent developments affecting Single Audits, including the 2024 Uniform Guidance overhaul, updates to Appendix B of the AICPA GAS/Single Audit Guide, and recent guidance issued through the Office of Management and Budget (OMB). | Galasso Melisa |
| 8/3/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| What If Your Client Didn't Take Reasonable Compensation (Webinar) (26WX-1810)26WX-1810 | *Review best practices to help your client evaluate if an S election is an appropriate choice.*How to be proactive and head off common reasonable compensation issues before they happen.*Explore strategies for cash management if cash isn't available at year end.*Explore what's at stake when reasonable compensation isn't paid timely | |
| 6/26/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Taxation of the Cannabis Industry (Webinar) (26WX-1302)26WX-1302 | *Industrial hemp vs. marijuana.*Income definitions under I.R.C. Section 61.*Tax code restrictions: Section 280E and Section 471.*State-specific marijuana laws.*Cash management in cannabis businesses.*Federal court case analysis. | Hourani Mary Jane |
| 6/4/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Improve Spreadsheets by Building Controls in Excel (Webinar) (26WX-3548)26WX-3548 | *Learn best practices when designing your spreadsheets .*How to create a proper worksheet structure.*Learn to use Excel's built in features to find errors.*How to create your custom controls to prevent and find errors.*Using links to quickly move to controls.*Using Conditional Formatting to highlight errors | Smith Bryan |
| 9/10/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Best Practices: Conducting Meaningful Walkthroughs (Webinar) (26WX-3702)26WX-3702 | *Review of audit procedures.*Documentation requirements.*Real world examples of red flags that may arise. | Veno Jaclyn M. |
| 9/16/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Introduction to Governmental Budgeting (Webinar) (26WX-3024)26WX-3024 | *The basics of governmental budgeting.*Common steps and timeline of the budget process.*What, when and how we should be monitoring the budget throughout the year.*How long-term budgets fit in with the annual budget process. | Romero Alexandria |
| 8/17/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Making Effective Decisions When You Can't Get What You Want (Webinar) (26WX-1305)26WX-1305 | *Decision-making fundamentals.*Cost-volume-profit refresher.*Optimization analysis.*Constraint mitigation strategies.*Coping with incomplete information.*Solver and other Excel capabilities.*Qualitative considerations | Harper Christopher |
| 6/4/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Financial Planning: Auto and Homeowners Insurance (Webinar) (26WX-3468)26WX-3468 | *Overview of Insurance types .*Overview of Insurance policies and contract sections.*Examples of types of policies and coverages.* | Peters David R. |
| 9/4/2026 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Accountants and Malpractice: Can We Get Sued for This? (Webinar) (26WX-2224)26WX-2224 | *How accountant liability is a very real threat in today's litigious society.*A discussion of scenarios in which accounting professionals can find themselves inadvertently involved in a lawsuit.*Pitfalls in which the accountant may find him- or her- self while dealing with clients.*Real-life examples from the speaker's extensive experience as a practitioner and as an expert witness in accounting malpractice cases. | McLeod Allison M. |
| 7/14/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Analyzing IFRS Financial Statements (Webinar) (26WX-2785)26WX-2785 | *Financial Analysis fundamentals: Overview of financial statements, their interconnections, and the foundation of advanced analysis.*Loblaw Companies Case Study: Introduction to our example company and its financial performance.*Advanced Analysis Techniques: Common size analysis, Dupont framework, financial leverage, and operational metrics.*Operational Focus: Separating core business performance from financing activities.*Applied analysis and managerial ratios: Segment analysis, cash flow analysis, and managerial ratios.*Management Commentary: Overview of the corporate narrative as presented from IFRS lens. | Knight Eric |
| 8/6/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Business Tax Update: OBBBA and Recent Developments (Webinar) (26WX-1741)26WX-1741 | *Recent legislation impacting business taxpayers.*The One Big Beautiful Bill Act.*Extenders legislation update.*Meals and entertainment expense reporting.*Partnership and S corporation update.*Income and deductions | Dilley Steven C |
| 6/23/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Google Gemini Deep Dive Hands-on Bootcamp for CPAs (Webinar) (26WX-3282)26WX-3282 | *Getting started with Gemini.*Tour of the Gemini app and how to use it.*Variety of hands-on case study examples for accounting, finance, and tax.*Protecting your data privacy in Google Gemini.*Advanced Gemini features review.*Integration with Google apps.*Subscription plan option.* | Higgins John H |
| 8/28/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Accounting and Attestation for ESG (Webinar) (26WX-1829)26WX-1829 | *Current ESG-related initiatives and projects underway at the Financial Accounting Standards Board, Governmental Accounting Standards Board, and the AICPA. .*Types of services CPAs may provide in connection with ESG reporting, including advisory and attestation engagements. | Romero Alexandria |
| 6/26/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How AI Fits into the Accounting World (Webinar) (26WX-1157)26WX-1157 | *An overview of AI constructs.*How artificial intelligence is being used by accountants today.*Accounting-centric AI developments on the horizon. | Egnatoff Karl W |
| 5/29/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AI and Accounting in Construction (Webinar) (26WX-1697)26WX-1697 | *Overview of AI adoption in construction.*Predictive analytics and risk management.*AI-integrated Building Information Modeling (BIM).*Real-time compliance and financial reporting.*Taxation challenges in AI-driven construction.*AI in project scheduling, supply chains, and quality control.*Regulatory frameworks and ethical AI use in audits | Wasny Garrett |
| 6/22/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Reasonable Compensation for S Corps (Webinar) (26WX-2662)26WX-2662 | *Explain the payroll tax advantage of taking distributions over wages.*Review key court cases that shape todays reasonable compensation landscape.*How to use court factors to stress test reasonable compensation.*Best practices for determining reasonable compensation.*Review of the IRS's enforcement on reasonable compensation; past, present and future | |
| 8/3/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New The One Big Beautiful Bill: 2025 Tax Legislation (Webinar) (26WX-3407)26WX-3407 | *The Congressional process in passing tax legislation. .*Major Tax Provisions in the House version of Big Beautiful Bill .*Individual .*General Business .*International .*Health Care Accounts .*Qualified Opportunity Zones .*Industry Specific Provisions .*Tax Exempt Organizations .*Miscellaneous Provisions .*.*.*.* | McLeod Allison M. |
| 9/2/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Forgotten Managerial Accounting Tools for CPAs (Webinar) (26WX-1566)26WX-1566 | *Target profit analysis.*Break-even analysis.*Relevant costs and decision-making.*Standard costs and variances.*Activity-based costing.*Segment reporting and analysis | |
| 6/16/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: Giving Thanks -- How to Master the Art of Gratitude (Webinar) (26WX-1238)26WX-1238 | *What gratitude is and how expressions of it can vary from culture to culture. .*Several ways you can regularly say "thank you" to valued clients and colleagues. .*Methods for evaluating gratitude in prospective and current employees. | Weinstein Bruce |
| 6/2/2026 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Erase the Mark: Best Practices in Penalty Abatement (Webinar) (26WX-2957)26WX-2957 | *The authority of the IRS in assessing tax penalties.*The types of penalties that can be removed.*The process the IRS uses to evaluate penalty abatements.*How to request penalty abatements.*Best practices in asking for penalty abatement, including using appeals. | Nordlander Robert |
| 8/13/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The CFO Who Went to Prison (Webinar) (26WX-3214)26WX-3214 | *The importance of values.*Identifying success.*Ethical dilemmas.*Mitigation strategies.*Creating tools to help make better decisions.*Personal accountability strategies | Paperny Justin |
| 8/26/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Fundamentals of Form 1040: Business (Webinar) (26WX-2955)26WX-2955 | *Self-employment and business income taxation (Schedule C, self-employment tax, business deductions).*Reporting income from pass-through entities (Schedule E, Schedule K-1, Shareholder stock and debt basis on Form 7203).*Application of Form 7217 for capital construction funds.*Best practices for self-employed clients and small business owners.*Key deductions and credits for business owners.*Avoiding common IRS audit triggers related to business income reporting.*Legislative updates impacting business income taxation in the current year | Hourani Mary Jane |
| 8/13/2026 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Executive Presence, Personal Brand: Structure Your Narrative (Webinar) (26WX-2076)26WX-2076 | *Components of executive presence.*Audience-centered elevator pitch structure.*Professional value proposition framework.*Structuring a concise executive biography.*Aligning personal narrative with organizational value.*Common pitfalls in professional self-presentation.*Application and refinement exercise.* | |
| 7/7/2026 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Annual Update for Accountants and Auditors (Webinar) (26WX-2246)26WX-2246 | *Key accounting and auditing developments affecting accountants and auditors across industries.*Recently issued and upcoming Accounting Standards Updates (ASUs), including standards effective for December 31, 2026 year-ends for public companies, private entities, and not-for-profit organizations.*Recent and proposed standards affecting audit, attestation, and consulting engagements, including SSAE No. 24, SSARS No. 26, exposure drafts related to confirmations and fraud, and SAS No. 149 addressing group audits. | Galasso Melisa |
| 7/14/2026 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Learning Path Webinar Bundle: Strategic Growth and Personal Development (Webinar) (26WX-1216)26WX-1216 | *Executive Presence, Personal Brand: Structure Your Narrative | Instructor: Virgie Castro-Conde | CPE: 1 | Field of Study: Personal Development.*Disrupt to Dominate: Mastering Change Leadership | Instructor: Tammy Daugherty CPE: 4 | Field of Study: Business Management & Organization.*Mining Your Firm Client Database for Revenue | Instructor: Gaynor Hardy (Meilke) | CPE: 1 | Field of Study: Business Management & Organization.*Overcoming Tech Adoption Challenges in CPA Firms | Instructor: Leeland Rogers | CPE: 1 | Field of Study: Accounting.*Risk Wrangling: Surviving the Modern Business Environment | Instructor: Dr. Christopher J. Harper | CPE: 2 | Field of Study: Accounting.*Workforce Transformation and Talent Management | Instructor: Leeland Rogers | CPE: 1 | Field of Study: Business Management & Organization | |
| 6/1/2026 | 8 a.m. - 4 p.m. | Online | 10 CPE (3 tech, 7 non-tech) | |
| Avoiding the Most Misapplied Audit Concepts (Webinar) (26WX-3424)26WX-3424 | *Risk Assessment - Properly assessing inherent, control, and detection risk on an engagement, and linking the results to an appropriately tailored detailed audit plan based on risk assessment and client service goals, regardless of entity type.*Substantive Analytics- Leveraging strong substantive analytic procedures as audit evidence to cut back on tests of details.*Selecting items to test common misunderstandings related to designing, performing and concluding on tests of details, including sampling.*Identifying and Evaluating Internal Control Deficiencies - Emphasizing the importance of identifying both design and operating effectiveness deficiencies during the course of the audit, and how to properly categorize deficiencies as inconsequential, significant or material for impact on the audit or required communications with management and those charged with governance. | Louis Jennifer F |
| 9/3/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| How AI is Automating Internal Control (Webinar) (26WX-3469)26WX-3469 | *An explanation of Artificial Intelligence (AI).*Specific ways AI is replacing human cognition.*What is on the internal control horizon related to AI and other technologies. | Egnatoff Karl W |
| 9/4/2026 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Forensic Accounting: Crafting Expert Reports (Webinar) (26WX-2780)26WX-2780 | *Introduction to Forensic Accounting: Gain an understanding of the fundamentals, roles, and responsibilities of forensic accountants in uncovering financial discrepancies, fraud, and economic damages.*Maintain Ethical Integrity: Learn the importance of ethics in forensic accounting and strategies for ethical decision-making.*Expert Report Preparation: Learn the essential components, best practices, and common pitfalls in writing clear, concise, and objective expert reports for legal proceedings.*Investigation Report Writing: Explore the methodologies for conducting investigations, gathering evidence, and crafting thorough and accurate investigation reports.*Economic Damages Writing: Understand the methodologies and best practices for calculating economic damages, including lost profits, business valuation, and other financial impacts.*Reviewing Investigation Reports and Economic Damages: Analyze real-world examples to review and critique investigation reports and damage calculations, highlighting key insights and lessons learned. | Nordlander Robert |
| 8/6/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| ChatGPT and IRS Taxation Law Research (Webinar) (26WX-1189)26WX-1189 | *Utilizing ChatGPT for IRS Tax Law Research: Principles and Practices.*Navigating IRS Databases Using Advanced AI Techniques.*Using IRS Prompt Templates: In-depth Analysis and Application.*ChatGPT in Action: Case Studies and Real-World Scenarios.*Exploring IRS Tax Laws: Strategies, Loopholes, and Compliance.*Error Prevention and Correction in Tax Law Research.*Future Trends: AI's Evolving Role in Taxation and Accounting | Wasny Garrett |
| 6/1/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Leadership Skills of Tomorrow: Delegate and Listen (Webinar) (26WX-2083)26WX-2083 | *Three levels of listening.*Strategies to remain focused.*Building trust through listening.*Tactics to practice the Titanium Rule.*Delegating with confidence.*Establishing an accountability system | |
| 7/8/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Learning Path Webinar Bundle: AI-Powered Accounting (Webinar) (26WX-2683)26WX-2683 | *Generative AI Strategy for Accountants | Instructor: Garrett Wasny | CPE: 2 | Field of Study: Information Technology.*AI 101 for CPAs: Core Concepts and Practical Applications | Instructor: John Higgins | CPE: 2 | Field of Study: Information Technology.*AI Prompt Engineering Masterclass for Accountants | Instructor: Garrett Wasny | CPE: 2 | Field of Study: Information Technology.*How AI Fits into the Accounting World | Instructor: Karl Egnatoff | CPE: 2 | Field of Study: Accounting.*Unlock the Power of AI with Copilot in Excel | Instructor: Bryan L. Smith | CPE: 2 | Field of Study: Computer Software and Applications | |
| 8/3/2026 | 8 a.m. - 4 p.m. | Online | 10 CPE (8 tech, 2 non-tech) | |
| Business Partnerships: Managing Supplier Relationships (Webinar) (26WX-1156)26WX-1156 | *Overview of supplier contracts.*Case studies of successful and not-so-successful supplier relationships.*Risk potentials | Peters David R. |
| 5/29/2026 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| IRS Penalties and Abatements (Webinar) (26WX-2285)26WX-2285 | *Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penalties.*Rules on waiver of penalties and interests.*Various forms and procedures for requesting relief.*First Time Abatement: Requirements and procedures.*How an individual taxpayer qualifies for Reasonable Cause abatement.*Procedures for requesting refund of paid penalties.*Available administrative options | McLeod Allison M. |
| 7/16/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Forensic Accounting: When the Office is a Crime Scene (Webinar) (26WX-1203)26WX-1203 | *A step-by-step process from the initial client phone call to you writing a report of your findings for any civil or criminal actions that may be pursued.*How to advise your client in approaching an allegation of embezzlement.*What pitfalls may arise in finding the truth.*The best practices to ensure that the evidence is preserved properly for potential civil or criminal actions | Nordlander Robert |
| 6/1/2026 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Not-for-Profit GAAP Update (Webinar) (26WX-1479)26WX-1479 | *Recently issued Financial Accounting Standards Board Accounting Standards Updates (ASUs) impacting NFP financial reporting, along with standard-setting projects currently in the FASB pipeline.*The International Non-Profit Accounting Standard (INPAS)-the first comprehensive global accounting framework designed specifically for non-profit organizations, launched in October 2025. | Galasso Melisa |
| 6/11/2026 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Retirement Planning: Next Stage for You or Your Client (Webinar) (26WX-1408)26WX-1408 | *Welcome to Your Next Stage -- Developing a new perspective on what this next stage is really all about.*It's About Time -- Discovering a new sense of purpose.*Money Matters -- Assessing your financial conditions.*Relationships Matter Too -- Addressing needed or potential changes in your relationships.*Healthy Habits -- Examining new or renewed ways to stay healthy.*Who I Am -- Creating a new identity, and answering "So what do you do?".*My Master Plan -- Figuring out what to do next | |
| 6/9/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Financial and Tax Accounting for S Corporations and Partnerships (Webinar) (26WX-3098)26WX-3098 | *Review the Accounting Standards Codification, OCBOA/Special Purpose Frameworks, and AICPA financial reporting framework and their application to partnerships, LLCs and S corporations.*Financial accounting issues arising from changes in ownership.*Financial vs. tax accounting for partnership/LLC capital accounts.*Section 704(b) substantial economic effect rules and their relation to financial accounting.*The integration of financial accounting with Forms 1065 and 1120S.*Financial accounting basis for ownership interests vs. tax accounting basis for ownership interests.*Deferred tax accounting for partnerships/LLCs and S corporations.*Financial accounting for the operations of a partnership/LLC.*Financial accounting impact of the C to S election and the S to C election.*Financial and tax accounting for S corporation shareholder equity and partner capital accounts.*Financial vs. tax accounting for loans to and from S corporations and their shareholders | Dilley Steven C |
| 8/20/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Individual Tax Update: OBBBA and Recent Developments (Webinar) (26WX-2399)26WX-2399 | *Legislation impacting individual taxpayers.*The One Big Beautiful Bill Act.*Extenders legislation update.*Child tax and dependent care credits.*Section 199A deduction.*Capital gains and losses.*Rental real estate.*Other passive activities losses | Dilley Steven C |
| 7/21/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Learning Path Webinar Bundle: CPA to CFO Leadership (Webinar) (26WX-1209)26WX-1209 | *A Culture of Regulatory Ethics: A Competitive Advantage | Instructor: David Peters | CPE: 4 | Field of Study: Finance.*Becoming a Fractional CFO: What to Do and How? | Instructor: Don Minges | CPE: 2 | Field of Study: Finance.*Behavioral Finance Biases | Instructor: David Peters | CPE: 1 | Field of Study: Finance.*Beyond the Basics: Financial Ratios You Might Be Overlooking | Instructor: Eric Knight | CPE: 1 | Field of Study: Finance.*Business Partnerships: Managing Supplier Relationships | Instructor: David Peters | CPE: 1 | Field of Study: Finance.*CPA to CFO: Essential Competencies for Finance Leaders | Instructor: Leeland Rogers | CPE: 1 | Field of Study: Accounting | |
| 6/1/2026 | 8 a.m. - 4 p.m. | Online | 10 CPE (10 tech, 0 non-tech) | |
| Disrupt to Dominate: Mastering Change Leadership (Webinar) (26WX-2719)26WX-2719 | *The urgency of leading change now & the steps in leading change.*The power of crafting a vision that encourages buy-in.*The art and science of building strong partnerships.*Accelerating change through relationship networks.*Communication strategies for change.*Establishing a feedback culture for successful change.*Managing self in times of change.*Case studies and real-world scenarios | |
| 8/4/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Unlocking Deep Secrets: Case Studies in Financial Analysis (Webinar) (26WX-1677)26WX-1677 | *Overview of financial statement analysis.*The impact of GAAP on financial analysis.*Overview of the Balance Sheet.*Overview of the Income Statement.*The importance of the Statement of Cash Flows.*Common Size Analysis.*Trend Analysis.*Profitability Ratio Analysis.*Liquidity Ratio Analysis.*Solvency Ratio Analysis | Knight Eric |
| 6/20/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Tax Implications of Retirement Plan Distributions (Webinar) (26WX-1371)26WX-1371 | *Required minimum distributions for a deceased's heirs.*2025 retirement plan contribution limits.*Required minimum distributions and contributions to charity.*Key provisions of Secure Act 2.0 | Dilley Steven C |
| 6/8/2026 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| More Money: Strategic Ways to Improve Cash Flow (Webinar) (26WX-3202)26WX-3202 | *How do I optimize cash flow?.*Qualitative Evaluations -- Core Earnings & Sustainable Growth.*Quantitative Evaluations -- Liquidity Ratios.*Increasing Customer Base vs. Payment Terms.*Business Cycle & Cash.*Investing Company Cash.*What keeps companies from becoming streamlined?.*Behavioral Finance Biases.*Information Processing Biases.*Emotional Biases.*Dealing with Behavioral Biases | Peters David R. |
| 8/25/2026 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Internal Controls Over Compliance vs. Compliance (Webinar) (26WX-3267)26WX-3267 | *Testing internal Controls.*Align internal controls with specific compliance requirements.*The misidentification of controls and the confusion between compliance and control processes | Galasso Melisa |
| 8/27/2026 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Leadershift Ethics: Things Must Change! (Webinar) (26WX-2703)26WX-2703 | *The litmus test for all of your decisions and actions.*Ethical principles when managing through change.*Pressures that threaten ethical change management.*Case studies of what can go sideways when ethics are not part of every stage of change.*Winning strategies for ethical self-regulation | |
| 8/4/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| How AI is Automating Internal Control (Webinar) (26WX-2071)26WX-2071 | *An explanation of Artificial Intelligence (AI).*Specific ways AI is replacing human cognition.*What is on the internal control horizon related to AI and other technologies. | Egnatoff Karl W |
| 7/7/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New AI and Accounting in Retail (Webinar) (26WX-3526)26WX-3526 | *AI-powered personalization and its impact on revenue recognition.*Dynamic pricing models and tax compliance risks.*AI in demand forecasting, inventory valuation, and COGS calculations.*Integration challenges with ERP and POS systems.*Governance, ethics, and auditability of AI decisions.*Data quality, audit trails, and regulatory documentation.*AI-assisted fraud detection, financial controls, and oversight | Wasny Garrett |
| 9/9/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Avoiding the Most Misapplied Audit Concepts (Webinar) (26WX-3672)26WX-3672 | *Risk Assessment - Properly assessing inherent, control, and detection risk on an engagement, and linking the results to an appropriately tailored detailed audit plan based on risk assessment and client service goals, regardless of entity type.*Substantive Analytics- Leveraging strong substantive analytic procedures as audit evidence to cut back on tests of details.*Selecting items to test common misunderstandings related to designing, performing and concluding on tests of details, including sampling.*Identifying and Evaluating Internal Control Deficiencies - Emphasizing the importance of identifying both design and operating effectiveness deficiencies during the course of the audit, and how to properly categorize deficiencies as inconsequential, significant or material for impact on the audit or required communications with management and those charged with governance. | Louis Jennifer F |
| 9/15/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Comprehensive Accounting and Financial Reporting Update (Webinar) (26WX-2419)26WX-2419 | *CECL for nonfinancial institutions.*Accounting for Paycheck Protection Program loans.*Accounting for web-hosting services.*Revenue recognition.*Leases.*FASB projects in progress. | Henry Allison M. |
| 7/22/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Entertainment, Meals and Travel Expenses: Review and Update (Webinar) (26WX-1865)26WX-1865 | *Definition of what qualifies as an entertainment expense.*Strategies to deduct business entertainment expenses.*Deductibility of meals.*Situations not subject to the 50% meals and entertainment reduction.*How to handle automobile issues related to employer-provided parking.*Proper accounting for deductible vs. non-deductible expenditures.*The four steps to analyze business expenses.*The latest federal legislation, cases and rulings | Dilley Steven C |
| 6/29/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Navigating IRS Collections: The Collection Process (Webinar) (26WX-3499)26WX-3499 | *Overview of the IRS collection process.*Taxpayer rights and the Taxpayer Bill of Rights.*Collection due process and appeals.*Installment agreements and offers in compromise.*Wage garnishments, levies, and liens.*Penalties and interest. | Hourani Mary Jane |
| 9/8/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| CFO Solutions to IRS Problems (Webinar) (26WX-3611)26WX-3611 | *The authority of IRS in assessing and collecting taxes.*The common misconceptions when dealing with IRS.*Common questionable actions by business owners.*How to prepare for an IRS audit.*The seven options in IRS collections.*Possible criminal tax violations by CFOs and small business owners. | Nordlander Robert |
| 9/12/2026 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Behavioral Finance Biases (Webinar) (26WX-2987)26WX-2987 | *Overview of biases and standard of living risk.*Overview of difference between emotional and processing biases.*Examples of various real life examples and case studies | Peters David R. |
| 8/14/2026 | 9:30 - 10:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Disrupt to Dominate: Mastering Change Leadership (Webinar) (26WX-0952)26WX-0952 | *The urgency of leading change now & the steps in leading change.*The power of crafting a vision that encourages buy-in.*The art and science of building strong partnerships.*Accelerating change through relationship networks.*Communication strategies for change.*Establishing a feedback culture for successful change.*Managing self in times of change.*Case studies and real-world scenarios | |
| 5/19/2026 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New The Current and Future Landscape of Audit Technology (Webinar) (26WX-3607)26WX-3607 | *Explore the transformative impact of technology on the audit profession in this forward-looking course.*Gain practical insights into cutting-edge tools and trends, including data analytics, artificial intelligence (AI), and automation.*Navigate the evolving audit landscape with confidence and adaptability | Zender Peter J |
| 9/11/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How to Build a Custom AI Chatbot and GPT in Plain English (Webinar) (26WX-2445)26WX-2445 | *Fundamentals of GPT Builder and AI agent customization techniques.*Integration of specialized knowledge bases and domain-specific expertise.*Security and privacy considerations in AI chatbot deployment.*Custom GPT development without coding expertise.*Implementation of AI agents for customer support and workflow automation.*Multi-bot interactions and content creation strategies.*Best practices for maintaining and scaling AI assistants | Wasny Garrett |
| 7/23/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Fundamentals of Form 1040: Individual (Webinar) (26WX-2452)26WX-2452 | *Form 1040 essentials: filing requirements, due dates, and key schedules.*Filing status, dependency rules, and taxable income sources (wages, investment income).*Adjustments to income, deductions and tax credits (standard vs. itemized deductions, EITC, Child Tax Credit, Education Credits).*Preparer due diligence, Circular 230 compliance and taxpayer rights.*IRS cybersecurity considerations and best practices for taxpayer data security.*Legislative updates | Hourani Mary Jane |
| 7/23/2026 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Tax Update: One Big Beautiful Bill (Webinar) (26WX-1706)26WX-1706 | *Individual Taxation: Child Tax Credit expansion and additional senior deduction SALT cap extension.*Income & Adjustments: Tip income exclusion, overtime relief, educator expenses.*Education Incentives: Student loan discharge, 529 plan expansion, new "TRUMP Accounts".*Business Taxation: Bonus depreciation, 199A expansion, interest deduction limits.*Estate & Gift Tax: Increased exemption threshold, charitable deduction changes.*Compliance & Reporting: 1099-K, 1099-NEC and 1099-MISC threshold changes | Hourani Mary Jane |
| 6/22/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Exploring Internal Controls That Could Have Prevented Frauds (Webinar) (26WX-1145)26WX-1145 | *Examination of actual frauds.*Discussion of internal controls that could have prevented the frauds.*Contemplation of epiphanies for your own professional scenarios | |
| 5/29/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Annual Update for Not-for-Profit Accountants and Auditors (Webinar) (26WX-3086)26WX-3086 | Overview of accounting developments affecting not-for-profit organizations, including recently issued Accounting Standards Updates (ASUs) from the Financial Accounting Standards Board and an introduction to the International Non-Profit Accounting Standard (INPAS).*Auditing and attestation developments from the AICPA, including the next phase of quality management with a focus on monitoring and remediation responsibilities. .*Recent and upcoming standards affecting audit, attestation, and consulting engagements, including updates related to SSAEs, SSARSs, exposure drafts on confirmations and fraud, and changes affecting group audits.* | Galasso Melisa |
| 8/19/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Behavioral Finance Biases (Webinar) (26WX-0925)26WX-0925 | *Overview of biases and standard of living risk.*Overview of difference between emotional and processing biases.*Examples of various real life examples and case studies | Peters David R. |
| 5/18/2026 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Fundamentals of Form 1040: Individual (Webinar) (26WX-1103)26WX-1103 | *Form 1040 essentials: filing requirements, due dates, and key schedules.*Filing status, dependency rules, and taxable income sources (wages, investment income).*Adjustments to income, deductions and tax credits (standard vs. itemized deductions, EITC, Child Tax Credit, Education Credits).*Preparer due diligence, Circular 230 compliance and taxpayer rights.*IRS cybersecurity considerations and best practices for taxpayer data security.*Legislative updates | Hourani Mary Jane |
| 5/27/2026 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New CFO Series: August 2026 Webinar Bundle (Webinar) (26WX-2795)26WX-2795 | *Week 1: How to Survive an Audit and Avoid Pitfalls! | CPE: 2 | Field of Study: Auditing | Discussion Leader: Robert Berry | Date: Friday, August 7, 10:00 am | Description: If the word "audit" makes your team groan, you're not alone. Whether it's an internal review, a regulatory exam, or a full-blown financial audit, most finance and accounting teams face scrutiny from multiple directions. This seminar helps participants understand what auditors are really looking for, how to align your goals with theirs, and what you can do to make the audit process smoother, less stressful, and more productive. You'll learn what to expect during each phase of the audit-planning, fieldwork, and reporting and walk away with practical strategies to improve your communication, documentation, and overall preparedness. Whether you're supporting an external audit, prepping for compliance testing, or working with internal auditors, this session will help your team respond with clarity, confidence, and professionalism. We will show you how to streamline the audit process so it is easier for you and for the auditors, which saves time and money.*Week 2: Improving Profitability and Cut the Right Costs | CPE: 2 | Field of Study: Finance | Discussion Leader: Don Minges | Date: Friday, August 14, 10:00 am | Description: Cost cutting is easy, but cutting the right costs is NOT easy. Most cost-cutting exercises fail, either by cutting the wrong costs, cutting too much, cutting too little, ignoring interrelated impacts, taking shortcuts, or waiting too long. The internal politics are problematic. One key solution is to take sufficient time to plan properly and assess the true goals and objectives. Planning is essential. We will show you how to cut the right costs correctly and avoid career-killing blunders.*Week 3: Cash Flow Statement: Enhancing the Ignored Statement | CPE: 2 | Field of Study: Accounting | Discussion Leader: Robert Mims | Date: Friday, August 21, 10:00 am | Description: The cash flow statement is one of the most confusing financial reports, yet it has the potential to deliver the most essential keys to understand business performance. After all, cash is still both king and queen! This session explores how to present, interpret, and communicate cash flows effectively to help CEOs, boards, and decision-makers drive smarter results. By using the Sources and Uses format, professionals can make the statement more intuitive and actionable. Learn how to simplify cash flow information and focus discussions on what matters most; how cash is generated and deployed. We will demonstrate how to confidently present this powerful financial statement to non-financial leaders. The cash flow statement is misunderstood, and we will show you how to fix that.*Week 4: Beyond Likes & Shares: Social Media at Work | CPE: 2 | Field of Study: Communications and Marketing | Discussion Leader: Jane Mims | Date: Friday, August 28, 10:00 am | Description: In our social media world of scrolling, liking, sharing, and sometimes reporting, there is a dilemma that hits hard in the workplace. Should we use social media? How can we use social media responsibly? Can we separate our personal self from our professional self? We will discuss the numerous errors made when dealing with social media and the negative fallout. Social media often drives cultural trends and conversations. Even if someone isn't directly participating in these conversations online, they may still be exposed to them through mainstream media, conversations with others, or public events. We will review what is and is not acceptable for a professional to do. Your people ARE using social media, but are they using it to inadvertently damage the organization and the brand? Be prepared with a plan before another social media fiasco happens. | |
| 8/7/2026 | 10 a.m. - 12 p.m. | Online | 8 CPE (6 tech, 2 non-tech) | |
| Coping With the Growth of Online Fraud (Webinar) (26WX-1188)26WX-1188 | *The actuation of online and other cyber frauds.*Fraudulent acts that are initiated electronically.*Automated and employee driven methods that can reduce cyber-fraud risk | Egnatoff Karl W |
| 6/1/2026 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New The Future of Audit: Technology, Talent and Transformation (Webinar) (26WX-2961)26WX-2961 | *Explore AI, blockchain, and data analytics impact on audits.*Address talent crisis through retention and upskilling strategies.*Navigate PCAOB standards and regulatory sandbox concepts.*Expand audits to include ESG and nonfinancial metrics.*Implement technology solutions for firms of all sizes
* | |
| 8/13/2026 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Complete Guide to Analyze Data with Excel PivotTables (Webinar) (26WX-2878)26WX-2878 | Introduction to PivotTables: Gain a solid understanding of what PivotTables are, their benefits in Excel, and how to prepare your data for creating effective PivotTables.*Creating and Customizing PivotTables: Learn step-by-step how to build and format PivotTables, including filtering, sorting, and customizing layouts for optimal data analysis. .*Focus on Using PivotTables to Analyze Data: Explore techniques to summarize, group, and compare data with PivotTables, uncovering trends and insights for better decision-making.*Advanced PivotTable Features: Discover advanced tools such as slicers, timelines, and using PowerPivot for deeper analytical capabilities. .*Data Visualization with PivotCharts: Learn to create PivotCharts from your PivotTables and customize them to visually present data insights effectively to stakeholders. | Smith Bryan |
| 8/11/2026 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Ethics of Recruitment and Selection (Webinar) (26WX-0964)26WX-0964 | *Discussion of ethical and effective recruiting strategies.*Selection processes that foster diversity and inclusion.*How to increase talent pools to ensure hiring success | |
| 5/20/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Managerial Accounting: Your Prescription for Better Decision (Webinar) (26WX-1606)26WX-1606 | *Target profit and Break-even analysis.*Relevant costs and decision-making.*Standard costs and variances.*Activity-based costing.*Segment reporting and analysis.*Budgeting. | Harper Christopher |
| 6/17/2026 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethics: Giving Thanks -- How to Master the Art of Gratitude (Webinar) (26WX-0967)26WX-0967 | *What gratitude is and how expressions of it can vary from culture to culture. .*Several ways you can regularly say "thank you" to valued clients and colleagues. .*Methods for evaluating gratitude in prospective and current employees. | Weinstein Bruce |
| 5/20/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Beyond the Numbers: Success Strategies for Female CPAs (Webinar) (26WX-3631)26WX-3631 | How to increase your visibility instead of flying under the radar.*Critical time management techniques that allow you to focus and prioritize the right strategic initiatives.*How your inner critic operates and how to silence it.*How to build a network of community support and mentoring.*What impostor syndrome is and how it may be holding you back. | |
| 9/14/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Tax Update: One Big Beautiful Bill (Webinar) (26WX-1219)26WX-1219 | *Individual Taxation: Child Tax Credit expansion and additional senior deduction SALT cap extension.*Income & Adjustments: Tip income exclusion, overtime relief, educator expenses.*Education Incentives: Student loan discharge, 529 plan expansion, new "TRUMP Accounts".*Business Taxation: Bonus depreciation, 199A expansion, interest deduction limits.*Estate & Gift Tax: Increased exemption threshold, charitable deduction changes.*Compliance & Reporting: 1099-K, 1099-NEC and 1099-MISC threshold changes | Hourani Mary Jane |
| 6/1/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Executive Presence, Personal Brand: Structure Your Narrative (Webinar) (26WX-3603)26WX-3603 | *Components of executive presence.*Audience-centered elevator pitch structure.*Professional value proposition framework.*Structuring a concise executive biography.*Aligning personal narrative with organizational value.*Common pitfalls in professional self-presentation.*Application and refinement exercise.* | |
| 9/11/2026 | 10:30 - 11:30 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Workforce Transformation and Talent Management (Webinar) (26WX-2396)26WX-2396 | *Understanding why the traditional pyramid structure is failing firms.*The inverted pentagon framework and its talent retention advantages.*Impact of technology and AI on entry-level accounting roles.*The 6 Ps of Business Model Transformation Implementation.*Accelerating specialized skills acquisition in your workforce.*Effective knowledge transfer through mentorship and job rotation.*Technology-driven training and development strategies.*Best practices from other industries for workforce transformation.*Building and retaining specialized middle layers of expertise.*Strategic pricing models to support the pentagon structure
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| 7/21/2026 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| LLCs and S Corporations: A Comparative Analysis (Webinar) (26WX-1405)26WX-1405 | *Comparative analysis of LLCs and S Corporations.*Entity formation, compliance, and operational structures.*Self-employment tax and its implications for LLCs and S Corporations.*Form 2553 preparation and relief for late filings.*Rev. Proc. 2022-19 and Rev. Proc. 2023-3: analysis and application.*S Corporation eligibility errors and corrective measures.*Corporate governance and formalities for both entity types.*Shareholder stock and debt basis for S Corporations.*Forms 1120S, 1065, and related schedules (K-1, K-2, K-3).*Officer reasonable compensation and general partner guaranteed payments.*Audit strategies, estate planning, and business continuation planning | Hourani Mary Jane |
| 6/9/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Fraud Busters: Controls to Prevent and Detect Fraud (Webinar) (26WX-1087)26WX-1087 | *Fraud motivators - the fraud triangle, typical profiles of fraud perpetrators.*Revisiting the basics of controls - design vs effectiveness, preventative vs. detective.*Entity-wide controls and how they can assist in fraud deterrence.*Specific fraud types and the controls that could prevent and detect them | Gohl Keely |
| 5/27/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Taxation of the Cannabis Industry (Webinar) (26WX-2830)26WX-2830 | *Industrial hemp vs. marijuana.*Income definitions under I.R.C. Section 61.*Tax code restrictions: Section 280E and Section 471.*State-specific marijuana laws.*Cash management in cannabis businesses.*Federal court case analysis. | Hourani Mary Jane |
| 8/8/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Analyzing Financial Statements (Webinar) (26WX-1095)26WX-1095 | *Balance sheet analysis.*Income statement analysis.*Cash flow statement analysis.*Clues in the notes and MD&A.*Industry nuances | Gohl Keely |
| 5/27/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Coping With the Growth of Online Fraud (Webinar) (26WX-2143)26WX-2143 | *The actuation of online and other cyber frauds.*Fraudulent acts that are initiated electronically.*Automated and employee driven methods that can reduce cyber-fraud risk | Egnatoff Karl W |
| 7/10/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Shortcuts That Excel Users Love (Webinar) (26WX-3480)26WX-3480 | *The power of keyboard shortcuts.*Oft used features with more capability than meets the eye.*New helpful featuresNote: This session is taught using Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor. | Egnatoff Karl W |
| 9/8/2026 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Learning Path Webinar Bundle: AI-Powered Accounting (Webinar) (26WX-1214)26WX-1214 | *Generative AI Strategy for Accountants | Instructor: Garrett Wasny | CPE: 2 | Field of Study: Information Technology.*AI 101 for CPAs: Core Concepts and Practical Applications | Instructor: John Higgins | CPE: 2 | Field of Study: Information Technology.*AI Prompt Engineering Masterclass for Accountants | Instructor: Garrett Wasny | CPE: 2 | Field of Study: Information Technology.*How AI Fits into the Accounting World | Instructor: Karl Egnatoff | CPE: 2 | Field of Study: Accounting.*Unlock the Power of AI with Copilot in Excel | Instructor: Bryan L. Smith | CPE: 2 | Field of Study: Computer Software and Applications | |
| 6/1/2026 | 8 a.m. - 4 p.m. | Online | 10 CPE (8 tech, 2 non-tech) | |
| New Workforce Transformation and Talent Management (Webinar) (26WX-1018)26WX-1018 | *Understanding why the traditional pyramid structure is failing firms.*The inverted pentagon framework and its talent retention advantages.*Impact of technology and AI on entry-level accounting roles.*The 6 Ps of Business Model Transformation Implementation.*Accelerating specialized skills acquisition in your workforce.*Effective knowledge transfer through mentorship and job rotation.*Technology-driven training and development strategies.*Best practices from other industries for workforce transformation.*Building and retaining specialized middle layers of expertise.*Strategic pricing models to support the pentagon structure
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| 5/21/2026 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Ethics of Recruitment and Selection (Webinar) (26WX-2634)26WX-2634 | *Discussion of ethical and effective recruiting strategies.*Selection processes that foster diversity and inclusion.*How to increase talent pools to ensure hiring success | |
| 7/31/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Coping With the Growth of Online Fraud (Webinar) (26WX-2313)26WX-2313 | *The actuation of online and other cyber frauds.*Fraudulent acts that are initiated electronically.*Automated and employee driven methods that can reduce cyber-fraud risk | Egnatoff Karl W |
| 7/17/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New All About Fraud: Examples, Prevention and Auditing (Webinar) (26WX-1417)26WX-1417 | 2026 Report to the Nations issued by the Association of Certified Fraud Examiner.*Practical approaches organizations use to prevent and deter fraud, highlighting controls, policies, and cultural factors that can reduce fraud risk.*Recent fraud cases reported in the news to reinforce how these schemes manifest in real-world settings.*Discussion of the auditor's responsibilities related to fraud under AU-C 240, including an overview of proposed changes to the fraud standards and what they may mean for future audit engagements. | Galasso Melisa |
| 6/9/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Navigating IRS Authorizations: Form 2848 and Form 8821 (Webinar) (26WX-2099)26WX-2099 | *Overview of IRS Power of Attorney (POA) rules.*Form 2848: Authority to Represent Clients before the IRS.*Form 8821: Accessing Tax Information Without Representation.*Identifying errors and compliance risks in POA filings.*Rules for revoking or updating POA authorizations.*Managing authorizations through the CAF system.*Electronic submissions and the IRS online authorization process.*Ethical responsibilities when holding a POA. | Hourani Mary Jane |
| 7/8/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Resistance to Resilience: Strive for Tech Change Acceptance (Webinar) (26WX-1991)26WX-1991 | *Resistance to resilience in embracing new technologies.*Overcoming barriers and ensuring successful implementation.*Cutting-edge audit technologies, including AI, data analytics, and automation.*Insights into the Technology Acceptance Model (TAM) | Zender Peter J |
| 7/2/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Enterprise-Wide Risk Management in Accounting and Finance (Webinar) (26WX-3629)26WX-3629 | *Enterprise-wide risk management best practices for identifying, evaluating, and determining how to respond to relevant risks.*The importance of risk and uncertainty disclosures in the preparation and fair presentation of financial statements, including evolving risks with cybersecurity and ESG.*Coordinating risk management efforts, including the required involvement of corporate governance.*How to embed risk management into day-to-day accounting and finance activities. | Louis Jennifer F |
| 9/14/2026 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Cybersecurity: Protecting Your Firm's Data and Reputation (Webinar) (26WX-1536)26WX-1536 | *Assessment of the current cybersecurity threat level and vulnerabilities.*Developing your WISP (Written Information Security Program) .*Deploying a password management app (PMA) to fortify the security of your login credentials.*Implementing an incident response plan to minimize the damage from a cybersecurity attack.*Understanding the role of cybersecurity insurance | Higgins John H |
| 6/15/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Individual Tax Update: OBBBA and Recent Developments (Webinar) (26WX-1227)26WX-1227 | *Legislation impacting individual taxpayers.*The One Big Beautiful Bill Act.*Extenders legislation update.*Child tax and dependent care credits.*Section 199A deduction.*Capital gains and losses.*Rental real estate.*Other passive activities losses | Dilley Steven C |
| 6/1/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How Changes in Business Methods Affects Internal Control (Webinar) (26WX-3434)26WX-3434 | *How is business changing.*What is driving the change and how long will it last.*How specifically is an organizations control system important.*What steps are needed to "keep up" with the upheaval. | Egnatoff Karl W |
| 9/3/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Reasonable Compensation for S Corps (Webinar) (26WX-2027)26WX-2027 | *Explain the payroll tax advantage of taking distributions over wages.*Review key court cases that shape todays reasonable compensation landscape.*How to use court factors to stress test reasonable compensation.*Best practices for determining reasonable compensation.*Review of the IRS's enforcement on reasonable compensation; past, present and future | |
| 7/6/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Leadershift: Drive Results Through Ethical Performance Management (Webinar) (26WX-3184)26WX-3184 | *How Inspirational leadership is the foundation that ethically drives results.*Simplify the complex: Walk through the Results Model and discover practical how-to examples of execution.*Hacks for getting great results with specific examples you can leverage in your business:.*The How: Empower your people to feel like an owner, managing difficult conversations well, leading with empathy and what that looks like, how it should feel, motivational coaching techniques to get your employee relationships back on track, and unleashing the power of appreciation and gratitude.*The What: Powerful score-carding, transformational goal-setting conversations, and positive accountable follow- up. | |
| 8/25/2026 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| New AICPA's New SSTS No. 4: New Ethics Standard for Tax Resolution (Webinar) (26WX-3142)26WX-3142 | *A comprehensive overview of the ethical guidelines outlined in Circular 230 and the newly updated Statements on Standards for Tax Services (SSTS) #4.*How these standards apply to real-world tax resolution scenarios, ensuring compliance and integrity in your practice. | |
| 8/21/2026 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Financial Decisions that Led Two Businessmen to Prison (Webinar) (26WX-1927)26WX-1927 | *Career choices.*Ethical dilemmas.*Judicial proceedings.*Mitigation strategies.*Creating tools to help make better decisions.*Atonement and reconciliation | Paperny Justin |
| 7/1/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| AI Prompt Engineering Masterclass for Accountants (Webinar) (26WX-2006)26WX-2006 | *Introduction to Prompt Engineering: Basics of structuring effective prompts for meaningful AI responses.*Understanding AI's "Lazy" Defaults: Why LLMs provide basic answers and how to push them to deliver richer insights.*Multi-Layered Prompting: Techniques to encourage AI to provide responses across beginner to expert levels.*Candid and Contrarian Responses: Using prompts that elicit honest and balanced insights, even on controversial topics.*Ripple Effect and Cobra Effect: Probing the broader impacts and unintended consequences of financial decisions.*Avoid Stupidity Checklist: A practical prompt for reducing mistakes in AI-assisted accounting tasks.*Role-Based Perspective Prompts: Crafting prompts that guide AI to respond from specific professional viewpoints.*Automation Ideas: Leveraging AI to optimize repetitive accounting tasks.*Emotion-Driven Prompting: Exploring how emotion-focused prompts can enhance AI performance and engagement.*Practical Applications in Accounting: How to apply prompt engineering in real-world financial analysis and decision-making. | Wasny Garrett |
| 7/3/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Individual Tax Update: OBBBA and Recent Developments (Webinar) (26WX-1080)26WX-1080 | *Legislation impacting individual taxpayers.*The One Big Beautiful Bill Act.*Extenders legislation update.*Child tax and dependent care credits.*Section 199A deduction.*Capital gains and losses.*Rental real estate.*Other passive activities losses | Dilley Steven C |
| 5/26/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Corporate Transparency Act Developments (Webinar) (26WX-3318)26WX-3318 | *Background of the Corporate Transparency Act.*Beneficial Ownership Information Reporting (BOIR) Rule .*Entities required to report.*Reporting requirements imposed by the CTA.*Due dates of reports.*Information needed to satisfy the BOIR.*Impact of failure to report.*How to submit a report.*Court rulings on CTA's unconstitutionality.*Implications to entities as a result of the ruling in NSB.*Potential reporting requirements due to FinCen's proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers. | McLeod Allison M. |
| 8/31/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Taxation of the Cannabis Industry (Webinar) (26WX-2984)26WX-2984 | *Industrial hemp vs. marijuana.*Income definitions under I.R.C. Section 61.*Tax code restrictions: Section 280E and Section 471.*State-specific marijuana laws.*Cash management in cannabis businesses.*Federal court case analysis. | Hourani Mary Jane |
| 8/14/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| S Corporations: Calculating Shareholder Basis (Webinar) (26WX-3701)26WX-3701 | *Discuss the calculation of basis when the entity is formed including the impact of contributed property.*Explain the importance of shareholder loans to the entity.*Uses a comprehensive example to illustrate the mechanics of the basis determination process.*Schedule K-1 Basis and Form 7203.*Discuss how basis is impacted by distributions of corporation property.*Explain how basis is impacted by sale/or liquidation of the S corporation interest.*Discuss how S corporation losses impact Form 1040 Schedule E reporting.*Show how to get from the Schedule K-1 information to the basis calculations | Dilley Steven C |
| 9/16/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Ethics, AI and Music: What Every CPA Must Know (Webinar) (26WX-3507)26WX-3507 | *Four key aspects of artificial intelligence that are relevant to CPAs: machine learning, generative AI, large language models, and GPT.*The role that five powerful principles--the principles of ethical intelligence--play in using AI the right way.*Short, focused writing exercises (30 seconds each) designed to deepen understanding of the topic.*Real-world case studies about the use of AI in music as well as accounting.*Answers to several crucial questions about how to use artificial intelligence with ethical intelligence.* | Weinstein Bruce |
| 9/8/2026 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| New Mining Your Firm Client Database for Revenue (Webinar) (26WX-1016)26WX-1016 | *How accounting and tax professionals can transform dormant data into dynamic growth. When leveraged strategically, your client base becomes more than a list --it becomes a roadmap to higher-value services, expanded engagements, and greater long-term retention.*How to audit client records, segment strategically, and surface needs that often go unmet --all without adding complexity or compromising relationships.*Using the data you already own and relationships you have already built to drive smarter growth. | Meilke Gaynor |
| 5/21/2026 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New ChatGPT Deep-Dive Hands-on Bootcamp for CPAs (Webinar) (26WX-2802)26WX-2802 | *Getting started with ChatGPT.*Tour of the ChatGPT app and how to use it.*Variety of hands-on case study examples for accounting, finance, and tax.*Protecting your data privacy in ChatGPT.*Advanced ChatGPT features review.*Subscription plan options.* | Higgins John H |
| 8/7/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Retaining Top Talent: Strategies for CPA Firms (Webinar) (26WX-1986)26WX-1986 | *The true cost of turnover versus retention investment.*Research findings on why professionals leave or stay.*Whole-person retention strategies beyond compensation.*Work-life balance solutions that maintain productivity.*Career development paths for non-partner track professionals.*Business model transformations for sustainable staffing.*Technology and outsourcing strategies to reduce burnout.*Retention strategies specific to diverse talent and younger professionals
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| 7/2/2026 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Will Your Ethics Be Burned by Burnout? (Webinar) (26WX-3678)26WX-3678 | *Explore the effects of crisis and burnout on ethical decision-making.*Define the stressors, pressures, and biases that can lead good people to make less than optimal choices.*Discuss ways to offset the pressures, ways to reduce stress on ourselves and on our team, and ways to support our teams.*Learn how to recognize when an individual or an organization is heading in the wrong direction and how to stop sliding down the slippery slope | Elder Jennifer H |
| 9/15/2026 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Numbers to Narrative: Storytelling in Business Communication (Webinar) (26WX-2242)26WX-2242 | *Role of narrative in professional communication.*Situation--complication--resolution framework.*Narrative arcs in business contexts.*Integrating data within a structured story.*Defining tension and resolution logically.*Maintaining accuracy while improving clarity.*Application of storytelling framework to a workplace scenario.* | |
| 7/14/2026 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Hot Topics Audit and Attest Update (Webinar) (26WX-3264)26WX-3264 | *Recent quality improvements to the SASs and SSARs.*Other matters that should be on your radar.* | Louis Jennifer F |
| 8/27/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Best Practices: Conducting Meaningful Walkthroughs (Webinar) (26WX-2711)26WX-2711 | *Review of audit procedures.*Documentation requirements.*Real world examples of red flags that may arise. | Veno Jaclyn M. |
| 8/4/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Analyzing IFRS Financial Statements (Webinar) (26WX-3081)26WX-3081 | *Financial Analysis fundamentals: Overview of financial statements, their interconnections, and the foundation of advanced analysis.*Loblaw Companies Case Study: Introduction to our example company and its financial performance.*Advanced Analysis Techniques: Common size analysis, Dupont framework, financial leverage, and operational metrics.*Operational Focus: Separating core business performance from financing activities.*Applied analysis and managerial ratios: Segment analysis, cash flow analysis, and managerial ratios.*Management Commentary: Overview of the corporate narrative as presented from IFRS lens. | Knight Eric |
| 8/19/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Mastering Partnership Basis: Inside and Outside Basis (Webinar) (26WX-2943)26WX-2943 | *Explain the use of both "inside" and "outside" basis determination.*How to calculate tax basis capital accounts, including when the entity is formed, including the impact of contributed property.*Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis.*Explanation of how basis is impacted distributions and by sale and/or liquidation of the partnership interest.*Comprehensive example to illustrate the mechanics of the basis determination process. | Dilley Steven C |
| 8/13/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Erase the Mark: Best Practices in Penalty Abatement (Webinar) (26WX-2039)26WX-2039 | *The authority of the IRS in assessing tax penalties.*The types of penalties that can be removed.*The process the IRS uses to evaluate penalty abatements.*How to request penalty abatements.*Best practices in asking for penalty abatement, including using appeals. | Nordlander Robert |
| 7/6/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New How to Audit Property, Plant and Equipment (Webinar) (26WX-3511)26WX-3511 | *The foundation of auditing PP&E, including the related audit assertions, risks, & threats to the PP&E balance.*The various substantive auditing procedures that staff should perform.*Real world auditing examples. | Veno Jaclyn M. |
| 9/8/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AICPA's New SSTS No. 4: New Ethics Standard for Tax Resolution (Webinar) (26WX-3439)26WX-3439 | *A comprehensive overview of the ethical guidelines outlined in Circular 230 and the newly updated Statements on Standards for Tax Services (SSTS) #4.*How these standards apply to real-world tax resolution scenarios, ensuring compliance and integrity in your practice. | |
| 9/3/2026 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Yellow Book Independence and Single Audit Fundamentals (Webinar) (26WX-3620)26WX-3620 | *The conceptual framework approach to independence.*Independence threats related to preparing financial statements and accounting records.*Consideration of specific non-audit services that would and would not impair independence.*Documentation necessary to support adequate consideration of auditor consideration.*Fundamentals of a compliance audit performed under the Uniform Guidance.*Schedule of expenditure of federal awards.*Determination of major programs.*Using the Compliance Supplement .*Uniform Guidance administrative requirements and cost principles .*Testing internal control over compliance.*Testing compliance.*Writing an audit finding.*Reporting requirements of a single audit | Burke Adelina |
| 9/12/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Self-Rental Real Estate: Passive Activity and Section 199A (Webinar) (26WX-1272)26WX-1272 | *Definition of self-rental property - both for Sections 199A and 469.*Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1.*Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2.*Form 8582 (passive activity).*The flow-through entity grouping election.*Illustrative examples and consequences of failing to comply with the reporting standards.*Self-rental property and "former passive activities" rules | Dilley Steven C |
| 6/3/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Forensic Accounting: Investigating Divorce Cases (Webinar) (26WX-2184)26WX-2184 | *The role of a forensic accountant in divorce proceedings.*The marketing of forensic accounting services to family law attorneys.*How to conduct a financial investigation.*Common areas to uncover hidden assets or income.*The basic calculations in evaluating marital assets.*Testifying in depositions and divorce court | Nordlander Robert |
| 7/11/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| CFO Solutions to IRS Problems (Webinar) (26WX-2253)26WX-2253 | *The authority of IRS in assessing and collecting taxes.*The common misconceptions when dealing with IRS.*Common questionable actions by business owners.*How to prepare for an IRS audit.*The seven options in IRS collections.*Possible criminal tax violations by CFOs and small business owners. | Nordlander Robert |
| 7/15/2026 | 10:30 a.m. - 2:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Comprehensive Accounting and Financial Reporting Update (Webinar) (26WX-3251)26WX-3251 | *CECL for nonfinancial institutions.*Accounting for Paycheck Protection Program loans.*Accounting for web-hosting services.*Revenue recognition.*Leases.*FASB projects in progress. | Henry Allison M. |
| 8/27/2026 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Building Security and Efficiency With Internal Control (Webinar) (26WX-2731)26WX-2731 | *An overview of control frameworks and concepts.*Strategic considerations that can be incorporated into control development.*Understanding and controlling risk that arises when organizations change or choose not to.*The COSO Internal Control Framework and the COSO ERM Framework | Egnatoff Karl W |
| 8/5/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Fraud Case Studies: 21st Century Professional Misbehavior (Webinar) (26WX-2913)26WX-2913 | *Salient provisions the AICPA Code of Professional Conduct.*Examination of actual frauds.*Discussion of internal controls that could have prevented or mitigated actual frauds.*Contemplation of epiphanies for your own professional scenarios.*Implications for professional conduct and compliance with professional standards | Harper Christopher |
| 8/12/2026 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
| New Corporate Finance Technology Selection: Practical Frameworks (Webinar) (26WX-0990)26WX-0990 | *The changing finance technology landscape: continuous processing, modular ecosystems, automated controls, and real-time visibility (and the risks these shifts introduce).*Technology trends and "AI" definitions: automation vs. machine learning vs. generative AI vs. agentic AI--what each means for governance and auditability.*Five common challenges in finance tech projects and how to address them:.*Cutting through vendor claims and AI hype.*Integration complexity and hidden costs.*Change management and proving ROI.*Data quality readiness for AI and automation.*Risk, security, and governance.*Vendor Evaluation Scorecard: 20 criteria across five categories, including control "deal-breakers" (audit trails, segregation of duties, logging, SOC reporting, error handling).*Five-Year Total Cost Framework: software, implementation, data migration/cleanup, integration build & maintenance, internal costs, training, and ongoing operations (plus common underestimates).*Industry-specific considerations (manufacturing, distribution/wholesale, SaaS/tech, professional services).*Four-phase implementation roadmap with checkpoints and red flags: Assessment & Planning; Selection & Negotiation; Implementation & Testing; Optimization & Ongoing Governance.*Working with external advisers (CPA/auditor involvement, implementation partner expectations, and common deficiencies to avoid) | |
| 5/20/2026 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Google Gemini AI for Accountants (Webinar) (26WX-2473)26WX-2473 | *Google Gemini Quick Start.*Gemini Standalone Chatbot.*Mobile App.*Gemini integration with:.*Workspace.*Gmail.*Docs.*Sheets.*Slides.*User Tips | Wasny Garrett |
| 7/24/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New The Future of Audit: Technology, Talent and Transformation (Webinar) (26WX-1613)26WX-1613 | *Explore AI, blockchain, and data analytics impact on audits.*Address talent crisis through retention and upskilling strategies.*Navigate PCAOB standards and regulatory sandbox concepts.*Expand audits to include ESG and nonfinancial metrics.*Implement technology solutions for firms of all sizes
* | |
| 6/17/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Ethics: Court Orders, Confidentiality and Compliance (Webinar) (26WX-3328)26WX-3328 | *When and how a court order permits disclosure of tax return information under IRC Section 7216 and Section 6713.*The scope and limitations of disclosure under Circular 230 and the Gramm-Leach-Bliley Act (GLBA).*Best practices for responding to court orders while maintaining compliance and minimizing liability.*Risks of over-disclosure and unauthorized communication during mediation proceedings. | Hourani Mary Jane |
| 8/31/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Everyday Ethics at Work: Don't be the Next News Story! (Webinar) (26WX-3173)26WX-3173 | *Discuss ethics from an every-day real-world perspective.*How to prevent an ethical lapse that can turn your business into the next news story | Elder Jennifer H |
| 8/24/2026 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Disrupt to Dominate: Mastering Change Leadership (Webinar) (26WX-2163)26WX-2163 | *The urgency of leading change now & the steps in leading change.*The power of crafting a vision that encourages buy-in.*The art and science of building strong partnerships.*Accelerating change through relationship networks.*Communication strategies for change.*Establishing a feedback culture for successful change.*Managing self in times of change.*Case studies and real-world scenarios | |
| 7/10/2026 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Create Measures in Power BI that Define Your Metrics (Webinar) (26WX-2220)26WX-2220 | *Introduction to DAX: Understanding the fundamentals of DAX and its role in Power BI.*Advanced DAX Formulas: Delving into complex DAX functions and formulas for creating sophisticated measures.*Time Intelligence in DAX: Exploring time-based functions to analyze data over different periods.*Validating Measures with DAX: Techniques for ensuring accuracy and reliability in your DAX measures.*Using PivotTables for Measure Validation: Employing PivotTables in Power BI to test and confirm the effectiveness of DAX measures.* | Smith Bryan |
| 7/14/2026 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Risk Wrangling: Surviving the Modern Business Rodeo (Webinar) (26WX-2181)26WX-2181 | *Risk is the common thread in an evolving landscape.*Risk assessment.*Responding to assessed risks.*Auditing standards.*Other insights from AICPA guidance.*Fraud considerations.*The role of analytics.*Financial reporting considerations.*Risk mitigation | Harper Christopher |
| 7/11/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Erase the Mark: Best Practices in Penalty Abatement (Webinar) (26WX-0985)26WX-0985 | *The authority of the IRS in assessing tax penalties.*The types of penalties that can be removed.*The process the IRS uses to evaluate penalty abatements.*How to request penalty abatements.*Best practices in asking for penalty abatement, including using appeals. | Nordlander Robert |
| 5/20/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Hot Topics Accounting Update (Webinar) (26WX-1079)26WX-1079 | New accounting standards.*The impact on Financial Reporting.*Hot topics in financial reporting.*Current and emerging US GAAP requirements. | Louis Jennifer F |
| 5/26/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Google Gemini AI for Accountants (Webinar) (26WX-2124)26WX-2124 | *Google Gemini Quick Start.*Gemini Standalone Chatbot.*Mobile App.*Gemini integration with:.*Workspace.*Gmail.*Docs.*Sheets.*Slides.*User Tips | Wasny Garrett |
| 7/9/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New NotebookLM Use Cases for Accountants (Webinar) (26WX-1275)26WX-1275 | *NotebookLM fundamentals: notebooks, sources, prompts, and outputs.*Turning financial PDFs into searchable, conversational knowledge bases.*Audit and assurance use cases: workpaper synthesis and issue tracking.*Tax and regulatory research: comparing guidance across sources.*Cross-referencing: tracing claims back to documents for defensibility.*Drafting deliverables: memos, client notes, and executive summaries.*Risk controls: confidentiality, data handling, and "trust-but-verify" habits | Wasny Garrett |
| 6/3/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Controls to Secure the Growing Digital Footprint (Webinar) (26WX-3661)26WX-3661 | *Securing individual documents.*Protecting information resident in the Cloud.*Securing data stored on or accessed by mobile devices | Egnatoff Karl W |
| 9/15/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Shortcuts That Excel Users Love (Webinar) (26WX-2218)26WX-2218 | *The power of keyboard shortcuts.*Oft used features with more capability than meets the eye.*New helpful featuresNote: This session is taught using Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor. | Egnatoff Karl W |
| 7/14/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Leverage PowerBI.com to Create Data Analysis for Others (Webinar) (26WX-2998)26WX-2998 | *Tour of the PowerBI.com Interface: An in-depth walkthrough of the PowerBI.com environment, focusing on user interface elements, navigation, and customization.*PowerBI.com Concepts: Fundamental concepts of PowerBI.com, including its architecture, data handling capabilities, and integration features.*Connecting to Data: Techniques for connecting various data sources to PowerBI.com, ensuring seamless data integration and synchronization.*Visualizations and Dashboards: Creating impactful visualizations and assembling informative dashboards to present data compellingly.*Q&A Feature: Explore the interactive Q&A feature to derive insights through natural language queries.*Sharing Datasets, Reports, Dashboards: Best practices for sharing datasets, reports, and dashboards with different audiences so they can leverage your data analysis work.*Creating Apps: Learn how to package reports and dashboards into apps for easy distribution and consumption.* | Smith Bryan |
| 8/17/2026 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New The One Big Beautiful Bill: 2025 Tax Legislation (Webinar) (26WX-1764)26WX-1764 | *The Congressional process in passing tax legislation. .*Major Tax Provisions in the House version of Big Beautiful Bill .*Individual .*General Business .*International .*Health Care Accounts .*Qualified Opportunity Zones .*Industry Specific Provisions .*Tax Exempt Organizations .*Miscellaneous Provisions .*.*.*.* | McLeod Allison M. |
| 6/24/2026 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Partnership/LLC Taxation: Tax Basis Capital Accounts (Webinar) (26WX-3635)26WX-3635 | *Discuss the impact of the Section 199A flow-through entities deduction on partnerships and their partners.*The meaning of a "tax basis capital account".*How the financial accounting and tax capital accounts differ from one another.*Determine a partner's share of the partnership's liabilities.*Distinguish "recourse" loans from "nonrecourse" loans.*What are "qualified nonrecourse financing" loans and how they affect partners.*Section 704 "built-in gain or loss" rules and how they impact Schedule K-1 reporting.*Section 4655 "at risk" rules and how they impact Schedule K-1 reporting | Dilley Steven C |
| 9/14/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Yellow Book Ethics (Webinar) (26WX-1094)26WX-1094 | *The concept of public interest.*Ethics, independence, and professional judgment.*Competence and continuing professional education.*Quality control and peer review.*Proper use of government information, resources, and position.*Professional behavior | Louis Jennifer F |
| 5/27/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New The CPA's Guide to Cryptocurrency and Blockchain (Webinar) (26WX-3675)26WX-3675 | *Blockchain technology primer.*Cryptocurrency technology primer.*Update on the cryptocurrency marketplace.*Cryptocurrency exchanges - the good, the bad and the ugly.*Overview of cryptocurrency taxation and legislation.*Smart contracts - what they are and how they work.* | Higgins John H |
| 9/15/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AICPA's New SSTS No. 4: New Ethics Standard for Tax Resolution (Webinar) (26WX-1765)26WX-1765 | *A comprehensive overview of the ethical guidelines outlined in Circular 230 and the newly updated Statements on Standards for Tax Services (SSTS) #4.*How these standards apply to real-world tax resolution scenarios, ensuring compliance and integrity in your practice. | |
| 6/24/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Partnership/LLC Taxation: Tax Basis Capital Accounts (Webinar) (26WX-1974)26WX-1974 | *Discuss the impact of the Section 199A flow-through entities deduction on partnerships and their partners.*The meaning of a "tax basis capital account".*How the financial accounting and tax capital accounts differ from one another.*Determine a partner's share of the partnership's liabilities.*Distinguish "recourse" loans from "nonrecourse" loans.*What are "qualified nonrecourse financing" loans and how they affect partners.*Section 704 "built-in gain or loss" rules and how they impact Schedule K-1 reporting.*Section 4655 "at risk" rules and how they impact Schedule K-1 reporting | Dilley Steven C |
| 7/2/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Leadershift: Drive Results Through Ethical Performance Management (Webinar) (26WX-1619)26WX-1619 | *How Inspirational leadership is the foundation that ethically drives results.*Simplify the complex: Walk through the Results Model and discover practical how-to examples of execution.*Hacks for getting great results with specific examples you can leverage in your business:.*The How: Empower your people to feel like an owner, managing difficult conversations well, leading with empathy and what that looks like, how it should feel, motivational coaching techniques to get your employee relationships back on track, and unleashing the power of appreciation and gratitude.*The What: Powerful score-carding, transformational goal-setting conversations, and positive accountable follow- up. | |
| 6/18/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| Forensic Accounting: Finding Hidden Treasure in Tax Returns (Webinar) (26WX-1847)26WX-1847 | *The rules of IRS disclosure of tax information.*Understanding the role of IRS transcripts.*Interpreting the actions of the IRS in transcripts.*FOIA requests.*Analyzing tax information and returns for financial leads | Nordlander Robert |
| 6/27/2026 | 10:30 a.m. - 2:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Comprehensive Audit and SSARS Update (Webinar) (26WX-2236)26WX-2236 | *AICPA Accounting and Review Services Committee standards update and new practice aid.*AICPA Auditing Standards Board standards update including recent changes to the audit and attestation standards.*AICPA's new Quality Management Standards - Overview, implementation considerations, timeline, and AICPA implementation resources.*PCAOB, IAASB standard-setting agenda and potential future AICPA ASB standards changes.*Update on AICPA's Enhancing Audit Quality Initiative.*Trends in audit quality including the DOL's audit quality study.*Frequent peer review findings and practice tips for achieving high practice quality.*Latest on the DOL's audit quality study | Henry Allison M. |
| 7/14/2026 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Accounting for the Gig Economy (Webinar) (26WX-2497)26WX-2497 | *Characteristics unique to the gig economy.*Independent contractor and employee classification considerations.*Recordkeeping considerations for independent contractors.*Accounting and reporting issues for gig economy participants.*Audit and attestation for clients who participate in the gig economy.*Tax and regulatory considerations.*The CPA as a trusted advisor for independent contractors | Harper Christopher |
| 7/25/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Money Laundering Awareness for Accountants (Webinar) (26WX-3429)26WX-3429 | *Money laundering overview.*Role of tax examiners and auditors.*Tax return examination.*Pre-audit indicators.*Audit flags.*Real estate issues.*Cash indicators.*International trade signals.*Loan considerations.*Professional service provider concerns.*Money laundering and ethics | Wasny Garrett |
| 9/3/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Navigating IRS Collections: The Collection Process (Webinar) (26WX-1438)26WX-1438 | *Overview of the IRS collection process.*Taxpayer rights and the Taxpayer Bill of Rights.*Collection due process and appeals.*Installment agreements and offers in compromise.*Wage garnishments, levies, and liens.*Penalties and interest. | Hourani Mary Jane |
| 6/10/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Internal Controls Over Compliance vs. Compliance (Webinar) (26WX-2698)26WX-2698 | *Testing internal Controls.*Align internal controls with specific compliance requirements.*The misidentification of controls and the confusion between compliance and control processes | Galasso Melisa |
| 8/3/2026 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Build Better Budgets: Fundamental Techniques (Webinar) (26WX-1999)26WX-1999 | *Advantages of budgeting.*The role of budgeting.*Master budgeting.*Flexible budgeting.*Standards and variances.*Capital budgeting | Harper Christopher |
| 7/3/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Forensic Accounting: Finding Hidden Treasure in Tax Returns (Webinar) (26WX-3305)26WX-3305 | *The rules of IRS disclosure of tax information.*Understanding the role of IRS transcripts.*Interpreting the actions of the IRS in transcripts.*FOIA requests.*Analyzing tax information and returns for financial leads | Nordlander Robert |
| 8/29/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Steps to Stop External Fraud (Webinar) (26WX-1720)26WX-1720 | *Types of external fraud.*Considerations as organizations work to reduce fraud risk.*External fraud and known parties/External fraud unknown perpetrators | Egnatoff Karl W |
| 6/23/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Fraud Busters: Controls to Prevent and Detect Fraud (Webinar) (26WX-2467)26WX-2467 | *Fraud motivators - the fraud triangle, typical profiles of fraud perpetrators.*Revisiting the basics of controls - design vs effectiveness, preventative vs. detective.*Entity-wide controls and how they can assist in fraud deterrence.*Specific fraud types and the controls that could prevent and detect them | Gohl Keely |
| 7/24/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New ChatGPT Deep-Dive Hands-on Bootcamp for CPAs (Webinar) (26WX-2126)26WX-2126 | *Getting started with ChatGPT.*Tour of the ChatGPT app and how to use it.*Variety of hands-on case study examples for accounting, finance, and tax.*Protecting your data privacy in ChatGPT.*Advanced ChatGPT features review.*Subscription plan options.* | Higgins John H |
| 7/9/2026 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Financial Decisions that Led Two Businessmen to Prison (Webinar) (26WX-2544)26WX-2544 | *Career choices.*Ethical dilemmas.*Judicial proceedings.*Mitigation strategies.*Creating tools to help make better decisions.*Atonement and reconciliation | Paperny Justin |
| 7/28/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Learning Path Webinar Bundle: Technology and Innovation (Webinar) (26WX-1941)26WX-1941 | *Technology Trends for CPAs and CFOs: 2026 Update | Instructor: John Higgins | CPE: 2 | Field of Study: Information Technology.*Advanced ChatGPT for Accountants | Instructor: Garrett Wasny | CPE: 2 | Field of Study: Information Technology.*Bytes, Bias, and Balance: Data Ethics for Tech-Savvy Accountants | Instructor: Peter Zender | CPE: 2 | Field of Study: Information Technology.*AI Lessons Learned for Accountants | Instructor: Garrett Wasny | CPE: 2 | Field of Study: Information Technology.*Current Cybersecurity Risk Management Trends | Instructor: Jennifer F. Louis | CPE: 2 | Field of Study: Information Technology | |
| 7/1/2026 | 8 a.m. - 4 p.m. | Online | 10 CPE (10 tech, 0 non-tech) | |
| New Corporate Storytelling in Financial Reporting (Webinar) (26WX-3291)26WX-3291 | *Purpose of Management Commentary (IFRS): Understanding the foundational objectives.*Purpose of MD&A (AAP): SEC-mandated narrative disclosure requirements.*Historical Context: Past and present frameworks and the limitations.*Recent Revisions: Key enhancements and ESG integration.*Practical Examples: Real-world applications and improvements.*Convergence & Guidance: Frameworks, comparisons, and implementation | Knight Eric |
| 8/28/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Todd and Julie Chrisley Go to Prison (Webinar) (26WX-3389)26WX-3389 | *What is bank fraud?.*What is wire fraud?.*Role of financial service professionals in combating tax evasion and white-collar crime.*Red flags indicating of white-collar crimes.*Importance of knowing customers.*Criminal justice proceedings.*Relationship between victim impact and sentencing.*Relationship between loss amounts and sentencing | Paperny Justin |
| 9/2/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| S Corporations: Comprehensive walk through of Form 1120S (Webinar) (26WX-2329)26WX-2329 | *Subchapter S status election and compliance requirements.*Relief for late Form 2553 filings under Rev. Proc. 2022-19.*Comparison of Rev. Proc. 2022-19 and Rev. Proc. 2023-3.*I.R.C. Section 1361 and Section 1362 analysis for S Corporation elections.*Corporate governance and formalities compliance.*Shareholder stock and debt basis rules.*Built-in capital gains and other aspects of Form 1120S.*Schedules K-1, K-2, and K-3 preparation and reporting requirements.*Officer reasonable compensation: requirements, advisory strategies, and audit defenses.*S Corporation eligibility errors and corrective measures | Hourani Mary Jane |
| 7/17/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Numbers to Narrative: Storytelling in Business Communication (Webinar) (26WX-3144)26WX-3144 | *Role of narrative in professional communication.*Situation--complication--resolution framework.*Narrative arcs in business contexts.*Integrating data within a structured story.*Defining tension and resolution logically.*Maintaining accuracy while improving clarity.*Application of storytelling framework to a workplace scenario.* | |
| 8/21/2026 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Becoming Conflict Competent (Webinar) (26WX-1587)26WX-1587 | *Levels of conflict.*Strategies to de-escalate conflict.*Distinction between miscommunication and conflict.*Responses to conflict.*Tactics to address, rather than avoid, conflict | |
| 6/17/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Become a Data Analysis Expert (Webinar) (26WX-3519)26WX-3519 | *Data Analysis Process Flow: An introduction to the Data Analysis Process Flow and how it is your pathway to becoming a Data Analysis Expert.*Data Modeling: A comprehensive discussion of building a data model and calculating metrics.*Data Visualizations: An understanding how visualizations can present data in a more insightful and impactful manner. | Smith Bryan |
| 9/9/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Basic Individual Taxation Course (Webinar) (26WX-1747)26WX-1747 | *Defining Federal Income Taxes.*Computing federal income tax liability.*Calculating adjusted gross income.*Defining Qualifying Child.*Determining filing status.*Calculating the Kiddie Tax.*Standard deduction.*Tax Rates for ordinary income, capital gains, and qualified dividend income.*Cash v. Accrual Method.*Filing deadlines and obtaining extensions | McLeod Allison M. |
| 6/24/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Tax Implications of Retirement Plan Distributions (Webinar) (26WX-2178)26WX-2178 | *Required minimum distributions for a deceased's heirs.*2025 retirement plan contribution limits.*Required minimum distributions and contributions to charity.*Key provisions of Secure Act 2.0 | Dilley Steven C |
| 7/11/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Steps to Stop External Fraud (Webinar) (26WX-1317)26WX-1317 | *Types of external fraud.*Considerations as organizations work to reduce fraud risk.*External fraud and known parties/External fraud unknown perpetrators | Egnatoff Karl W |
| 6/5/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Forensic Accounting: Crafting Expert Reports (Webinar) (26WX-1636)26WX-1636 | *Introduction to Forensic Accounting: Gain an understanding of the fundamentals, roles, and responsibilities of forensic accountants in uncovering financial discrepancies, fraud, and economic damages.*Maintain Ethical Integrity: Learn the importance of ethics in forensic accounting and strategies for ethical decision-making.*Expert Report Preparation: Learn the essential components, best practices, and common pitfalls in writing clear, concise, and objective expert reports for legal proceedings.*Investigation Report Writing: Explore the methodologies for conducting investigations, gathering evidence, and crafting thorough and accurate investigation reports.*Economic Damages Writing: Understand the methodologies and best practices for calculating economic damages, including lost profits, business valuation, and other financial impacts.*Reviewing Investigation Reports and Economic Damages: Analyze real-world examples to review and critique investigation reports and damage calculations, highlighting key insights and lessons learned. | Nordlander Robert |
| 6/18/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| What If Your Client Didn't Take Reasonable Compensation (Webinar) (26WX-2251)26WX-2251 | *Review best practices to help your client evaluate if an S election is an appropriate choice.*How to be proactive and head off common reasonable compensation issues before they happen.*Explore strategies for cash management if cash isn't available at year end.*Explore what's at stake when reasonable compensation isn't paid timely | |
| 7/15/2026 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Executive Presence, Personal Brand: Structure Your Narrative (Webinar) (26WX-2621)26WX-2621 | *Components of executive presence.*Audience-centered elevator pitch structure.*Professional value proposition framework.*Structuring a concise executive biography.*Aligning personal narrative with organizational value.*Common pitfalls in professional self-presentation.*Application and refinement exercise.* | |
| 7/30/2026 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Taxation of the Cannabis Industry (Webinar) (26WX-1039)26WX-1039 | *Industrial hemp vs. marijuana.*Income definitions under I.R.C. Section 61.*Tax code restrictions: Section 280E and Section 471.*State-specific marijuana laws.*Cash management in cannabis businesses.*Federal court case analysis. | Hourani Mary Jane |
| 5/22/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Tax Implications of Retirement Plan Distributions (Webinar) (26WX-1730)26WX-1730 | *Required minimum distributions for a deceased's heirs.*2025 retirement plan contribution limits.*Required minimum distributions and contributions to charity.*Key provisions of Secure Act 2.0 | Dilley Steven C |
| 6/23/2026 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Federal Tax Updates: Business Entities (Webinar) (26WX-2692)26WX-2692 | *Current business entity tax issues.*Any current tax legislation occurring during the period.*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues | McLeod Allison M. |
| 8/3/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Fraud, Controls and Ethics: Best Practices and Case Studies (Webinar) (26WX-1190)26WX-1190 | *Examination of actual frauds.*Discussion of internal controls that could have prevented frauds.*Contemplation of epiphanies for your own professional scenarios.*The AICPA Code of Professional Conduct.*Other elements of professional conduct and compliance with professional standards | |
| 6/1/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| New Ethics, AI and Music: What Every CPA Must Know (Webinar) (26WX-2931)26WX-2931 | *Four key aspects of artificial intelligence that are relevant to CPAs: machine learning, generative AI, large language models, and GPT.*The role that five powerful principles--the principles of ethical intelligence--play in using AI the right way.*Short, focused writing exercises (30 seconds each) designed to deepen understanding of the topic.*Real-world case studies about the use of AI in music as well as accounting.*Answers to several crucial questions about how to use artificial intelligence with ethical intelligence.* | Weinstein Bruce |
| 8/12/2026 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| New Tax Update: One Big Beautiful Bill (Webinar) (26WX-1010)26WX-1010 | *Individual Taxation: Child Tax Credit expansion and additional senior deduction SALT cap extension.*Income & Adjustments: Tip income exclusion, overtime relief, educator expenses.*Education Incentives: Student loan discharge, 529 plan expansion, new "TRUMP Accounts".*Business Taxation: Bonus depreciation, 199A expansion, interest deduction limits.*Estate & Gift Tax: Increased exemption threshold, charitable deduction changes.*Compliance & Reporting: 1099-K, 1099-NEC and 1099-MISC threshold changes | Hourani Mary Jane |
| 5/21/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| You Don't Know What You Don't Know About Microsoft Excel (Webinar) (26WX-3057)26WX-3057 | *Excel shortcuts and time savers.*Working with templates, formats, styles, and themes.*Customizing and enhancing Excel.*Protecting and securing workbooks.*Formula building and the Excel function libraryNote: This session is taught using a Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor. | Egnatoff Karl W |
| 8/19/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| ChatGPT and Advanced Accounting Research (Webinar) (26WX-2344)26WX-2344 | *The accounting research transformation: Comparing Google vs. AI methodologies.*AI ecosystems and specialized models for accounting applications.*Advanced prompt engineering techniques for financial and tax research.*AI-powered search engines and deep research platforms for accounting professionals .*AI as an ideation and thinking partner for complex accounting problems .*Specialized accounting research tools and AI superstores.*Persona priming and P&P stacking methodologies for optimal AI interactions.*Ethical considerations and limitations of AI in accounting research.*The compliance chess effect: AI's impact on tax planning and regulatory response.*AI-driven automation for regulatory updates and compliance monitoring | Wasny Garrett |
| 7/20/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Coping With the Growth of Online Fraud (Webinar) (26WX-3182)26WX-3182 | *The actuation of online and other cyber frauds.*Fraudulent acts that are initiated electronically.*Automated and employee driven methods that can reduce cyber-fraud risk | Egnatoff Karl W |
| 8/25/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Forensic Accounting: Finding Hidden Treasure in Tax Returns (Webinar) (26WX-2233)26WX-2233 | *The rules of IRS disclosure of tax information.*Understanding the role of IRS transcripts.*Interpreting the actions of the IRS in transcripts.*FOIA requests.*Analyzing tax information and returns for financial leads | Nordlander Robert |
| 7/14/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Analyzing Financial Statements (Webinar) (26WX-2494)26WX-2494 | *Balance sheet analysis.*Income statement analysis.*Cash flow statement analysis.*Clues in the notes and MD&A.*Industry nuances | Gohl Keely |
| 7/25/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Financial Planning: Auto and Homeowners Insurance (Webinar) (26WX-1634)26WX-1634 | *Overview of Insurance types .*Overview of Insurance policies and contract sections.*Examples of types of policies and coverages.* | Peters David R. |
| 6/18/2026 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Financial and Tax Accounting for S Corporations and Partnerships (Webinar) (26WX-2200)26WX-2200 | *Review the Accounting Standards Codification, OCBOA/Special Purpose Frameworks, and AICPA financial reporting framework and their application to partnerships, LLCs and S corporations.*Financial accounting issues arising from changes in ownership.*Financial vs. tax accounting for partnership/LLC capital accounts.*Section 704(b) substantial economic effect rules and their relation to financial accounting.*The integration of financial accounting with Forms 1065 and 1120S.*Financial accounting basis for ownership interests vs. tax accounting basis for ownership interests.*Deferred tax accounting for partnerships/LLCs and S corporations.*Financial accounting for the operations of a partnership/LLC.*Financial accounting impact of the C to S election and the S to C election.*Financial and tax accounting for S corporation shareholder equity and partner capital accounts.*Financial vs. tax accounting for loans to and from S corporations and their shareholders | Dilley Steven C |
| 7/13/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Navigating IRS Correspondence: Responding to IRS Letters (Webinar) (26WX-1578)26WX-1578 | *Types of IRS letters: General notices, audits, collections, return requests, and errors.*Deadlines for responding to IRS correspondence.*Communication best practices for dealing with the IRS.*Avoiding escalation and penalties through proactive responses.*Ensuring compliance when addressing IRS correspondence.*Real-world examples of successful IRS communications.*Common pitfalls in handling IRS letters and how to avoid them.*Strategies for advising clients on IRS correspondence. | Hourani Mary Jane |
| 6/16/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Numbers to Narrative: Storytelling in Business Communication (Webinar) (26WX-3541)26WX-3541 | *Role of narrative in professional communication.*Situation--complication--resolution framework.*Narrative arcs in business contexts.*Integrating data within a structured story.*Defining tension and resolution logically.*Maintaining accuracy while improving clarity.*Application of storytelling framework to a workplace scenario.* | |
| 9/9/2026 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New The Future of Audit: Technology, Talent and Transformation (Webinar) (26WX-1708)26WX-1708 | *Explore AI, blockchain, and data analytics impact on audits.*Address talent crisis through retention and upskilling strategies.*Navigate PCAOB standards and regulatory sandbox concepts.*Expand audits to include ESG and nonfinancial metrics.*Implement technology solutions for firms of all sizes
* | |
| 6/22/2026 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Avoiding the Most Misapplied Audit Concepts (Webinar) (26WX-1970)26WX-1970 | *Risk Assessment - Properly assessing inherent, control, and detection risk on an engagement, and linking the results to an appropriately tailored detailed audit plan based on risk assessment and client service goals, regardless of entity type.*Substantive Analytics- Leveraging strong substantive analytic procedures as audit evidence to cut back on tests of details.*Selecting items to test common misunderstandings related to designing, performing and concluding on tests of details, including sampling.*Identifying and Evaluating Internal Control Deficiencies - Emphasizing the importance of identifying both design and operating effectiveness deficiencies during the course of the audit, and how to properly categorize deficiencies as inconsequential, significant or material for impact on the audit or required communications with management and those charged with governance. | Louis Jennifer F |
| 7/2/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| CFO Solutions to IRS Problems (Webinar) (26WX-2734)26WX-2734 | *The authority of IRS in assessing and collecting taxes.*The common misconceptions when dealing with IRS.*Common questionable actions by business owners.*How to prepare for an IRS audit.*The seven options in IRS collections.*Possible criminal tax violations by CFOs and small business owners. | Nordlander Robert |
| 8/5/2026 | 9:30 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Google Gemini Deep Dive Hands-on Bootcamp for CPAs (Webinar) (26WX-0948)26WX-0948 | *Getting started with Gemini.*Tour of the Gemini app and how to use it.*Variety of hands-on case study examples for accounting, finance, and tax.*Protecting your data privacy in Google Gemini.*Advanced Gemini features review.*Integration with Google apps.*Subscription plan option.* | Higgins John H |
| 5/19/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Building Security and Efficiency With Internal Control (Webinar) (26WX-2023)26WX-2023 | *An overview of control frameworks and concepts.*Strategic considerations that can be incorporated into control development.*Understanding and controlling risk that arises when organizations change or choose not to.*The COSO Internal Control Framework and the COSO ERM Framework | Egnatoff Karl W |
| 7/6/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Volume to Value: A New Era of Precision Hiring in Accounting (Webinar) (26WX-3045)26WX-3045 | The shift from volume to precision hiring.*Why firms are moving to targeted, competency-based hiring.*Talent market impacts and competitive hiring realities.*AI in recruiting: practical use cases and implications.*Where AI tools commonly support hiring workflows.*Benefits and limitations of AI-enabled screening and assessment.*The skills mismatch in accounting hiring.*Why critical thinking and professional communication gaps persist.*Why traditional hiring methods miss these competencies.*The new competency hierarchy for high performers.*Defining and prioritizing the competencies that drive results.*AI ethics awareness and professional judgment in an AI-enabled workplace.*Assessment methods for precision hiring.*Structured behavioral interviewing and scoring rubrics.*Work simulations, case presentations, and client scenarios.*Using AI-enabled assessments responsibly and consistently.*Metrics and ROI: evaluating success.*Quality-of-hire measures (performance, ramp time, manager satisfaction).*Retention and turnover measures.*Efficiency measures (time-to-fill, cost-to-fill) and how to balance them.*Implementation roadmap.*A phased approach to adopting precision hiring (foundation → expansion → optimization)-- Building governance, documentation, and consistency for scalability | |
| 8/18/2026 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Hot Topics Accounting Update (Webinar) (26WX-3048)26WX-3048 | New accounting standards.*The impact on Financial Reporting.*Hot topics in financial reporting.*Current and emerging US GAAP requirements. | Louis Jennifer F |
| 8/18/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Tax Implications of Retirement Plan Distributions (Webinar) (26WX-3524)26WX-3524 | *Required minimum distributions for a deceased's heirs.*2025 retirement plan contribution limits.*Required minimum distributions and contributions to charity.*Key provisions of Secure Act 2.0 | Dilley Steven C |
| 9/9/2026 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Corporate Storytelling in Financial Reporting (Webinar) (26WX-3145)26WX-3145 | *Purpose of Management Commentary (IFRS): Understanding the foundational objectives.*Purpose of MD&A (AAP): SEC-mandated narrative disclosure requirements.*Historical Context: Past and present frameworks and the limitations.*Recent Revisions: Key enhancements and ESG integration.*Practical Examples: Real-world applications and improvements.*Convergence & Guidance: Frameworks, comparisons, and implementation | Knight Eric |
| 8/21/2026 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Compilation, Preparation and Review Basics and Peer Reviews (Webinar) (26WX-1878)26WX-1878 | *Basic requirements included in AR-C Section 60, General Principles; AR-C Section 70, Preparation of Financial Statements; AR-C Section 80, Compilation Engagements; and AR-C Section 90, Review of Financial Statements.*New requirements included in SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions.*Common peer review findings.*Practice tips for high-quality engagements. | Henry Allison M. |
| 6/29/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Corporate Transparency Act Developments (Webinar) (26WX-2254)26WX-2254 | *Background of the Corporate Transparency Act.*Beneficial Ownership Information Reporting (BOIR) Rule .*Entities required to report.*Reporting requirements imposed by the CTA.*Due dates of reports.*Information needed to satisfy the BOIR.*Impact of failure to report.*How to submit a report.*Court rulings on CTA's unconstitutionality.*Implications to entities as a result of the ruling in NSB.*Potential reporting requirements due to FinCen's proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers. | McLeod Allison M. |
| 7/15/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Deep Dive Into Common Auditing Deficiencies (Webinar) (26WX-3211)26WX-3211 | *Review common deficiencies identified by the AICPA and state boards of accountancy.*Feature discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment.*Review of the areas of concern and how you can overcome them by employing best practices. | Galasso Melisa |
| 8/26/2026 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Ethics, AI and Music: What Every CPA Must Know (Webinar) (26WX-2654)26WX-2654 | *Four key aspects of artificial intelligence that are relevant to CPAs: machine learning, generative AI, large language models, and GPT.*The role that five powerful principles--the principles of ethical intelligence--play in using AI the right way.*Short, focused writing exercises (30 seconds each) designed to deepen understanding of the topic.*Real-world case studies about the use of AI in music as well as accounting.*Answers to several crucial questions about how to use artificial intelligence with ethical intelligence.* | Weinstein Bruce |
| 7/31/2026 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Tax Depreciation: Review and Update (Webinar) (26WX-1392)26WX-1392 | *Recent tax legislation and developments related to capitalization.*Eligible property for Section 179 and Section 168(k).*Discussion of the Section 179 deduction and its use to depreciate real property.*The Section 168(k) deduction and its use to depreciate real property.*Disposition of segments of real property.*Exchanges of tangible personal property after repeal of the like-kind exchange rules.*Other related topics | Dilley Steven C |
| 6/9/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Exploring Internal Controls That Could Have Prevented Frauds (Webinar) (26WX-2469)26WX-2469 | *Examination of actual frauds.*Discussion of internal controls that could have prevented the frauds.*Contemplation of epiphanies for your own professional scenarios | |
| 7/24/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Role of Internal Control in the Risk-Based Audit (Webinar) (26WX-3521)26WX-3521 | *Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control system.*Development of a tailored audit approach that considers the potential reliance on internal controls.*Guidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients | |
| 9/9/2026 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New The One Big Beautiful Bill: 2025 Tax Legislation (Webinar) (26WX-1162)26WX-1162 | *The Congressional process in passing tax legislation. .*Major Tax Provisions in the House version of Big Beautiful Bill .*Individual .*General Business .*International .*Health Care Accounts .*Qualified Opportunity Zones .*Industry Specific Provisions .*Tax Exempt Organizations .*Miscellaneous Provisions .*.*.*.* | McLeod Allison M. |
| 5/29/2026 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Self-Rental Real Estate: Passive Activity and Section 199A (Webinar) (26WX-1816)26WX-1816 | *Definition of self-rental property - both for Sections 199A and 469.*Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1.*Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2.*Form 8582 (passive activity).*The flow-through entity grouping election.*Illustrative examples and consequences of failing to comply with the reporting standards.*Self-rental property and "former passive activities" rules | Dilley Steven C |
| 6/26/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethics of Teamwork (Webinar) (26WX-3009)26WX-3009 | *Virtue ethics.*Team dynamics.*Characteristics of highly effective teams.*Meeting management.*Team communication.*Decision making | |
| 8/17/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Ethical Performance Management (Webinar) (26WX-2384)26WX-2384 | *Definition and Benefits of Ethical Performance Management.*Setting Standards/Goal setting.*Preparing and Conducting the Appraisal Interview.*Legal Considerations in Performance Management.*Avoiding Rater Bias.*Feedback and Coaching | |
| 7/21/2026 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Multi-Year Failure to File: Getting into Compliance (Webinar) (26WX-1852)26WX-1852 | *Process-from client onboarding and transcript analysis.*Risk assessment, ethical considerations, and resolution strategies.*Manage cases involving individuals, married couples, businesses, payroll taxes, and S corporations.*Real-world examples, IRS references, and best practices are integrated throughout to ensure confidence and compliance. | Nordlander Robert |
| 6/27/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Beyond the Basics: Financial Ratios You Might Be Overlooking (Webinar) (26WX-2976)26WX-2976 | *Understanding Cost Behavior and Its Impact on Decision-Making.*Contribution Margin and Break-Even Analysis.*Margin of Safety and Its Role in Risk Management.*Operating Leverage and Financial Sensitivity.*Analyzing Asset Turnover for Operational Efficiency.*Cash Conversion Cycle and Working Capital Insights.*Free Cash Flow Yield as a Valuation Tool | Knight Eric |
| 8/14/2026 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Independence for Auditors: AICPA, PCAOB, GAO and DOL (Webinar) (26WX-3544)26WX-3544 | *Independence requirements issued by the AICPA, Government Accountability Office (GAO), Department of Labor (DOL), and the Public Company Accounting Oversight Board / SEC.*Common areas of confusion, nuanced differences among the frameworks, and considerations auditors should keep in mind when performing attest services for different types of clients. | Galasso Melisa |
| 9/9/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| S Corporations: Calculating Shareholder Basis (Webinar) (26WX-3494)26WX-3494 | *Discuss the calculation of basis when the entity is formed including the impact of contributed property.*Explain the importance of shareholder loans to the entity.*Uses a comprehensive example to illustrate the mechanics of the basis determination process.*Schedule K-1 Basis and Form 7203.*Discuss how basis is impacted by distributions of corporation property.*Explain how basis is impacted by sale/or liquidation of the S corporation interest.*Discuss how S corporation losses impact Form 1040 Schedule E reporting.*Show how to get from the Schedule K-1 information to the basis calculations | Dilley Steven C |
| 9/8/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Money Laundering Awareness for Accountants (Webinar) (26WX-1399)26WX-1399 | *Money laundering overview.*Role of tax examiners and auditors.*Tax return examination.*Pre-audit indicators.*Audit flags.*Real estate issues.*Cash indicators.*International trade signals.*Loan considerations.*Professional service provider concerns.*Money laundering and ethics | Wasny Garrett |
| 6/9/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Fundamentals of Form 1040: Individual (Webinar) (26WX-3201)26WX-3201 | *Form 1040 essentials: filing requirements, due dates, and key schedules.*Filing status, dependency rules, and taxable income sources (wages, investment income).*Adjustments to income, deductions and tax credits (standard vs. itemized deductions, EITC, Child Tax Credit, Education Credits).*Preparer due diligence, Circular 230 compliance and taxpayer rights.*IRS cybersecurity considerations and best practices for taxpayer data security.*Legislative updates | Hourani Mary Jane |
| 8/25/2026 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New AI and Accounting in Construction (Webinar) (26WX-2827)26WX-2827 | *Overview of AI adoption in construction.*Predictive analytics and risk management.*AI-integrated Building Information Modeling (BIM).*Real-time compliance and financial reporting.*Taxation challenges in AI-driven construction.*AI in project scheduling, supply chains, and quality control.*Regulatory frameworks and ethical AI use in audits | Wasny Garrett |
| 8/8/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Business Partnerships: Managing Supplier Relationships (Webinar) (26WX-3565)26WX-3565 | *Overview of supplier contracts.*Case studies of successful and not-so-successful supplier relationships.*Risk potentials | Peters David R. |
| 9/10/2026 | 3:30 - 4:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Leadershift Ethics: Things Must Change! (Webinar) (26WX-1109)26WX-1109 | *The litmus test for all of your decisions and actions.*Ethical principles when managing through change.*Pressures that threaten ethical change management.*Case studies of what can go sideways when ethics are not part of every stage of change.*Winning strategies for ethical self-regulation | |
| 5/28/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Analyzing Financial Statements (Webinar) (26WX-1461)26WX-1461 | *Balance sheet analysis.*Income statement analysis.*Cash flow statement analysis.*Clues in the notes and MD&A.*Industry nuances | Gohl Keely |
| 6/11/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| IRS Penalties and Abatements (Webinar) (26WX-2345)26WX-2345 | *Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penalties.*Rules on waiver of penalties and interests.*Various forms and procedures for requesting relief.*First Time Abatement: Requirements and procedures.*How an individual taxpayer qualifies for Reasonable Cause abatement.*Procedures for requesting refund of paid penalties.*Available administrative options | McLeod Allison M. |
| 7/20/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethics of Self-Esteem For Women (Webinar) (26WX-1900)26WX-1900 | *Self-Esteem: What is it?.*Belief systems.*Benefits of High Self Esteem.*Minimizing traps of low Self Esteem.*Components of High Self Esteem | |
| 6/30/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Google Gemini Deep Dive Hands-on Bootcamp for CPAs (Webinar) (26WX-3590)26WX-3590 | *Getting started with Gemini.*Tour of the Gemini app and how to use it.*Variety of hands-on case study examples for accounting, finance, and tax.*Protecting your data privacy in Google Gemini.*Advanced Gemini features review.*Integration with Google apps.*Subscription plan option.* | Higgins John H |
| 9/11/2026 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Best Practices: Conducting Meaningful Walkthroughs (Webinar) (26WX-3070)26WX-3070 | *Review of audit procedures.*Documentation requirements.*Real world examples of red flags that may arise. | Veno Jaclyn M. |
| 8/19/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Forensic Accounting: Court-Approved Methods of Proof (Webinar) (26WX-1761)26WX-1761 | *The role of methods of proof in forensic accounting.*The various types of methods of proof approved by the courts.*The weakness and strengths of the methods of proof.*The formulas in calculating methods of proof.*Applying the formulas in various circumstances. | Nordlander Robert |
| 6/24/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Beyond the Basics: Financial Ratios You Might Be Overlooking (Webinar) (26WX-3245)26WX-3245 | *Understanding Cost Behavior and Its Impact on Decision-Making.*Contribution Margin and Break-Even Analysis.*Margin of Safety and Its Role in Risk Management.*Operating Leverage and Financial Sensitivity.*Analyzing Asset Turnover for Operational Efficiency.*Cash Conversion Cycle and Working Capital Insights.*Free Cash Flow Yield as a Valuation Tool | Knight Eric |
| 8/27/2026 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Not-for-Profit GAAP Update (Webinar) (26WX-2963)26WX-2963 | *Recently issued Financial Accounting Standards Board Accounting Standards Updates (ASUs) impacting NFP financial reporting, along with standard-setting projects currently in the FASB pipeline.*The International Non-Profit Accounting Standard (INPAS)-the first comprehensive global accounting framework designed specifically for non-profit organizations, launched in October 2025. | Galasso Melisa |
| 8/13/2026 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Yellow Book Ethics (Webinar) (26WX-1460)26WX-1460 | *The concept of public interest.*Ethics, independence, and professional judgment.*Competence and continuing professional education.*Quality control and peer review.*Proper use of government information, resources, and position.*Professional behavior | Louis Jennifer F |
| 6/11/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Yellow Book Update (Webinar) (26WX-1915)26WX-1915 | *Significant changes related to quality management and updates affecting key audit roles, with an emphasis on how these revisions impact audit planning and execution.*The GAO's implementation delay and its implications for 2026 audit planning.*Recent leadership changes at the U.S. Government Accountability Office and what those transitions may signal for future guidance and oversight priorities.*Overview of recent updates to the Green Book, helping auditors understand changes to internal control guidance that may affect governmental entities and Single Audit engagements. | Galasso Melisa |
| 6/30/2026 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Written Information Security Plans (Webinar) (26WX-0982)26WX-0982 | *Introduction to the Gramm-Leach-Bliley Act and its impact on data security.*Circular 230 compliance and due diligence for practitioners.*AICPA Statements of Standards relevant to WISP requirements.*Key components of a Written Information Security Plan.*Training requirements for employees, staff, and contractors.*Practical guidance for drafting and implementing a WISP.*FTC enforcement of data security standards for PTIN holders.*Best practices for maintaining and updating WISP compliance. | Hourani Mary Jane |
| 5/20/2026 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| CFO and Controller Critical Skills: Budgeting and Forecasting (Webinar) (26WX-2365)26WX-2365 | *Overview of budgeting tools.*Overview of difference between budgeting and forecasting.*Examples of various budgeting and forecasting techniques | Peters David R. |
| 7/20/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Generative AI Strategy for Accountants (Webinar) (26WX-2097)26WX-2097 | *Evolution and current state of AI technologies in accounting.*Development of comprehensive AI usage policies and guidelines.*Implementation frameworks for integrating AI into accounting workflows.*Strategic approaches to AI-driven process automation and optimization.*Methods for identifying and capitalizing on AI opportunities.*Best practices for human-AI collaboration in accounting.*Risk management and ethical considerations for AI implementation | Wasny Garrett |
| 7/8/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Fundamentals of Form 1040: Individual (Webinar) (26WX-1682)26WX-1682 | *Form 1040 essentials: filing requirements, due dates, and key schedules.*Filing status, dependency rules, and taxable income sources (wages, investment income).*Adjustments to income, deductions and tax credits (standard vs. itemized deductions, EITC, Child Tax Credit, Education Credits).*Preparer due diligence, Circular 230 compliance and taxpayer rights.*IRS cybersecurity considerations and best practices for taxpayer data security.*Legislative updates | Hourani Mary Jane |
| 6/20/2026 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| SEC Case Studies: Ethical Dilemmas in Finance and Accounting (Webinar) (26WX-3669)26WX-3669 | *Introduction to Ethics and Ethical Dilemmas.*Ethical Codes and Professional Standards.*Fraud and the Fraud Triangle.*Ethical Decision-Making Models.*Financial Statement Manipulation Tactics.*Cash Flow and Key Metrics Misrepresentations | Knight Eric |
| 9/15/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Introduction to Yellow Book: 8-Credit Boot Camp (Webinar) (26WX-1658)26WX-1658 | *The basics needed to understand what makes nonprofit and governmental accounting & auditing unique. .*The key financial reporting differences for governmental and nonprofit entities.*The fundamentals of Yellow Book and Uniform Guidance audits. | Galasso Melisa |
| 6/19/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Schedule K-1: What is it and What Do I Do With it? (Webinar) (26WX-3531)26WX-3531 | *Overview of Schedule K-1 for Partnerships, S Corporations, and Estates/Trusts.*Reporting Schedule K-1 information on Form 1040.*Basis limitations, loss limitations, and material participation rules.*Qualified Business Income (QBI) Deduction and Schedule K-1 integration.*Schedules K-2 and K-3 requirements | Hourani Mary Jane |
| 9/9/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Self-Rental Real Estate: Passive Activity and Section 199A (Webinar) (26WX-1930)26WX-1930 | *Definition of self-rental property - both for Sections 199A and 469.*Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1.*Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2.*Form 8582 (passive activity).*The flow-through entity grouping election.*Illustrative examples and consequences of failing to comply with the reporting standards.*Self-rental property and "former passive activities" rules | Dilley Steven C |
| 7/1/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Tax Update: One Big Beautiful Bill (Webinar) (26WX-3112)26WX-3112 | *Individual Taxation: Child Tax Credit expansion and additional senior deduction SALT cap extension.*Income & Adjustments: Tip income exclusion, overtime relief, educator expenses.*Education Incentives: Student loan discharge, 529 plan expansion, new "TRUMP Accounts".*Business Taxation: Bonus depreciation, 199A expansion, interest deduction limits.*Estate & Gift Tax: Increased exemption threshold, charitable deduction changes.*Compliance & Reporting: 1099-K, 1099-NEC and 1099-MISC threshold changes | Hourani Mary Jane |
| 8/20/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Forensic Accounting: Finding Hidden Treasure in Tax Returns (Webinar) (26WX-3498)26WX-3498 | *The rules of IRS disclosure of tax information.*Understanding the role of IRS transcripts.*Interpreting the actions of the IRS in transcripts.*FOIA requests.*Analyzing tax information and returns for financial leads | Nordlander Robert |
| 9/8/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Finding Errors in Excel Spreadsheets (Webinar) (26WX-2087)26WX-2087 | *Understanding Common Excel Errors: Gain insights into the most common types of errors encountered in Excel, including formula errors, reference errors, and logic errors.*Advanced Formulas and Functions: Learn to use advanced Excel functions and formulas that are crucial for error detection and data analysis.*Data Validation Techniques: Master the art of data validation to prevent errors before they occur. This includes setting up data validation rules and using conditional formatting to highlight potential inaccuracies.*Error Tracing and Auditing Tools: Delve into Excel's auditing tools to trace and fix errors. Learn to use Trace Precedents, Trace Dependents, and the Error Checking tool effectively.* | Smith Bryan |
| 7/8/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Analyzing Financial Statements (Webinar) (26WX-1623)26WX-1623 | *Balance sheet analysis.*Income statement analysis.*Cash flow statement analysis.*Clues in the notes and MD&A.*Industry nuances | Gohl Keely |
| 6/18/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Tax Depreciation: Review and Update (Webinar) (26WX-0906)26WX-0906 | *Recent tax legislation and developments related to capitalization.*Eligible property for Section 179 and Section 168(k).*Discussion of the Section 179 deduction and its use to depreciate real property.*The Section 168(k) deduction and its use to depreciate real property.*Disposition of segments of real property.*Exchanges of tangible personal property after repeal of the like-kind exchange rules.*Other related topics | Dilley Steven C |
| 5/18/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Shortcuts That Excel Users Love (Webinar) (26WX-1556)26WX-1556 | *The power of keyboard shortcuts.*Oft used features with more capability than meets the eye.*New helpful featuresNote: This session is taught using Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor. | Egnatoff Karl W |
| 6/16/2026 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethics: How to Run Your Business Well (Webinar) (26WX-3491)26WX-3491 | *The five principles of ethical intelligence.*How to make the right decisions in a range of challenging situations.*The fundamental ethical principal, "Do No Harm" | Weinstein Bruce |
| 9/8/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Accounting for the Gig Economy (Webinar) (26WX-0979)26WX-0979 | *Characteristics unique to the gig economy.*Independent contractor and employee classification considerations.*Recordkeeping considerations for independent contractors.*Accounting and reporting issues for gig economy participants.*Audit and attestation for clients who participate in the gig economy.*Tax and regulatory considerations.*The CPA as a trusted advisor for independent contractors | Harper Christopher |
| 5/20/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New A&A Update for Not-for-Profits and Single Audit (Webinar) (26WX-2565)26WX-2565 | *Current impacts of accounting and financial reporting on nonprofit entities.*Recently released FASB standards that impact nonprofit financial reporting the most.*Current issues and challenges involving Yellow Book financial statement audits.*Critical considerations when performing Single Audits under OMB Uniform Guidance for Federal Awards.*Important AICPA professional standard developments related to providing audit and nonaudit services to nonprofits | Louis Jennifer F |
| 7/28/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Self-Rental Real Estate: Passive Activity and Section 199A (Webinar) (26WX-3495)26WX-3495 | *Definition of self-rental property - both for Sections 199A and 469.*Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1.*Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2.*Form 8582 (passive activity).*The flow-through entity grouping election.*Illustrative examples and consequences of failing to comply with the reporting standards.*Self-rental property and "former passive activities" rules | Dilley Steven C |
| 9/8/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| S Corporations: Calculating Shareholder Basis (Webinar) (26WX-1032)26WX-1032 | *Discuss the calculation of basis when the entity is formed including the impact of contributed property.*Explain the importance of shareholder loans to the entity.*Uses a comprehensive example to illustrate the mechanics of the basis determination process.*Schedule K-1 Basis and Form 7203.*Discuss how basis is impacted by distributions of corporation property.*Explain how basis is impacted by sale/or liquidation of the S corporation interest.*Discuss how S corporation losses impact Form 1040 Schedule E reporting.*Show how to get from the Schedule K-1 information to the basis calculations | Dilley Steven C |
| 5/22/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How Changes in Business Methods Affects Internal Control (Webinar) (26WX-3136)26WX-3136 | *How is business changing.*What is driving the change and how long will it last.*How specifically is an organizations control system important.*What steps are needed to "keep up" with the upheaval. | Egnatoff Karl W |
| 8/21/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New The CPA's Guide to Cryptocurrency and Blockchain (Webinar) (26WX-2474)26WX-2474 | *Blockchain technology primer.*Cryptocurrency technology primer.*Update on the cryptocurrency marketplace.*Cryptocurrency exchanges - the good, the bad and the ugly.*Overview of cryptocurrency taxation and legislation.*Smart contracts - what they are and how they work.* | Higgins John H |
| 7/24/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Tax Depreciation: Review and Update (Webinar) (26WX-2761)26WX-2761 | *Recent tax legislation and developments related to capitalization.*Eligible property for Section 179 and Section 168(k).*Discussion of the Section 179 deduction and its use to depreciate real property.*The Section 168(k) deduction and its use to depreciate real property.*Disposition of segments of real property.*Exchanges of tangible personal property after repeal of the like-kind exchange rules.*Other related topics | Dilley Steven C |
| 8/6/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Corporate Finance Technology Selection: Practical Frameworks (Webinar) (26WX-2168)26WX-2168 | *The changing finance technology landscape: continuous processing, modular ecosystems, automated controls, and real-time visibility (and the risks these shifts introduce).*Technology trends and "AI" definitions: automation vs. machine learning vs. generative AI vs. agentic AI--what each means for governance and auditability.*Five common challenges in finance tech projects and how to address them:.*Cutting through vendor claims and AI hype.*Integration complexity and hidden costs.*Change management and proving ROI.*Data quality readiness for AI and automation.*Risk, security, and governance.*Vendor Evaluation Scorecard: 20 criteria across five categories, including control "deal-breakers" (audit trails, segregation of duties, logging, SOC reporting, error handling).*Five-Year Total Cost Framework: software, implementation, data migration/cleanup, integration build & maintenance, internal costs, training, and ongoing operations (plus common underestimates).*Industry-specific considerations (manufacturing, distribution/wholesale, SaaS/tech, professional services).*Four-phase implementation roadmap with checkpoints and red flags: Assessment & Planning; Selection & Negotiation; Implementation & Testing; Optimization & Ongoing Governance.*Working with external advisers (CPA/auditor involvement, implementation partner expectations, and common deficiencies to avoid) | |
| 7/10/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Implementing and Maintaining an Internal Control System (Webinar) (26WX-3692)26WX-3692 | *Control creation and implementation basics.*Implementation and update procedures for an Internal Control system.*Maintaining existing internal controls | Egnatoff Karl W |
| 9/16/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Overcoming Tech Adoption Challenges in CPA Firms (Webinar) (26WX-2928)26WX-2928 | Five critical technology adoption challenges facing CPA firms today.*Digital maturity assessment models and implementation frameworks.*AI integration strategies for tax, audit, and advisory services.*Cybersecurity considerations and risk management protocols.*Case studies of successful technology transformations in accounting firms | |
| 8/12/2026 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Forensic Accounting: Finding Hidden Treasure in Tax Returns (Webinar) (26WX-1247)26WX-1247 | *The rules of IRS disclosure of tax information.*Understanding the role of IRS transcripts.*Interpreting the actions of the IRS in transcripts.*FOIA requests.*Analyzing tax information and returns for financial leads | Nordlander Robert |
| 6/2/2026 | 10:30 a.m. - 2:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Bookkeeper Goes to Prison (Webinar) (26WX-2256)26WX-2256 | *Career choices.*Ethical dilemmas.*Judicial proceedings.*Mitigation strategies.*Creating tools to help make better decisions.*Atonement and reconciliation | Paperny Justin |
| 7/15/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Microsoft Outlook "Must Know" Email Tips (Webinar) (26WX-2405)26WX-2405 | *Using Quick Parts to streamline message composition.*Eliminating inefficient back and forth appointment scheduling with the Bookings app.*Using category codes and contacts to send bulk emails.*Sending emails to Teams and OneNote.*Organizing your inbox with custom views, rules and folders.*Mastering the search tools to find emails quickly.*Review of key option settings to maximize email productivity. | Higgins John H |
| 7/22/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New From Numbers to Narratives: Mastering Data Analysis for CPAs (Webinar) (26WX-3046)26WX-3046 | The Evolving Role of CPAs in a Data-Driven World.*Why Data Analysis Matters for CPAs.*Key Data Analysis Skills and Concepts for CPAs.*Leveraging Microsoft 365 Tools for Data Analysis.*Building a Data Analytics Mindset | Smith Bryan |
| 8/18/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Analyzing Financial Statements (Webinar) (26WX-2636)26WX-2636 | *Balance sheet analysis.*Income statement analysis.*Cash flow statement analysis.*Clues in the notes and MD&A.*Industry nuances | Gohl Keely |
| 7/31/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Tax Update: One Big Beautiful Bill (Webinar) (26WX-1472)26WX-1472 | *Individual Taxation: Child Tax Credit expansion and additional senior deduction SALT cap extension.*Income & Adjustments: Tip income exclusion, overtime relief, educator expenses.*Education Incentives: Student loan discharge, 529 plan expansion, new "TRUMP Accounts".*Business Taxation: Bonus depreciation, 199A expansion, interest deduction limits.*Estate & Gift Tax: Increased exemption threshold, charitable deduction changes.*Compliance & Reporting: 1099-K, 1099-NEC and 1099-MISC threshold changes | Hourani Mary Jane |
| 6/11/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Comprehensive Audit and SSARS Update (Webinar) (26WX-3076)26WX-3076 | *AICPA Accounting and Review Services Committee standards update and new practice aid.*AICPA Auditing Standards Board standards update including recent changes to the audit and attestation standards.*AICPA's new Quality Management Standards - Overview, implementation considerations, timeline, and AICPA implementation resources.*PCAOB, IAASB standard-setting agenda and potential future AICPA ASB standards changes.*Update on AICPA's Enhancing Audit Quality Initiative.*Trends in audit quality including the DOL's audit quality study.*Frequent peer review findings and practice tips for achieving high practice quality.*Latest on the DOL's audit quality study | Henry Allison M. |
| 8/19/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Forensic Accounting: Investigating Divorce Cases (Webinar) (26WX-2618)26WX-2618 | *The role of a forensic accountant in divorce proceedings.*The marketing of forensic accounting services to family law attorneys.*How to conduct a financial investigation.*Common areas to uncover hidden assets or income.*The basic calculations in evaluating marital assets.*Testifying in depositions and divorce court | Nordlander Robert |
| 7/30/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Volume to Value: A New Era of Precision Hiring in Accounting (Webinar) (26WX-2275)26WX-2275 | The shift from volume to precision hiring.*Why firms are moving to targeted, competency-based hiring.*Talent market impacts and competitive hiring realities.*AI in recruiting: practical use cases and implications.*Where AI tools commonly support hiring workflows.*Benefits and limitations of AI-enabled screening and assessment.*The skills mismatch in accounting hiring.*Why critical thinking and professional communication gaps persist.*Why traditional hiring methods miss these competencies.*The new competency hierarchy for high performers.*Defining and prioritizing the competencies that drive results.*AI ethics awareness and professional judgment in an AI-enabled workplace.*Assessment methods for precision hiring.*Structured behavioral interviewing and scoring rubrics.*Work simulations, case presentations, and client scenarios.*Using AI-enabled assessments responsibly and consistently.*Metrics and ROI: evaluating success.*Quality-of-hire measures (performance, ramp time, manager satisfaction).*Retention and turnover measures.*Efficiency measures (time-to-fill, cost-to-fill) and how to balance them.*Implementation roadmap.*A phased approach to adopting precision hiring (foundation → expansion → optimization)-- Building governance, documentation, and consistency for scalability | |
| 7/15/2026 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New The CPA's Guide to Cryptocurrency and Blockchain (Webinar) (26WX-3038)26WX-3038 | *Blockchain technology primer.*Cryptocurrency technology primer.*Update on the cryptocurrency marketplace.*Cryptocurrency exchanges - the good, the bad and the ugly.*Overview of cryptocurrency taxation and legislation.*Smart contracts - what they are and how they work.* | Higgins John H |
| 8/18/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Leverage PowerBI.com to Create Data Analysis for Others (Webinar) (26WX-1809)26WX-1809 | *Tour of the PowerBI.com Interface: An in-depth walkthrough of the PowerBI.com environment, focusing on user interface elements, navigation, and customization.*PowerBI.com Concepts: Fundamental concepts of PowerBI.com, including its architecture, data handling capabilities, and integration features.*Connecting to Data: Techniques for connecting various data sources to PowerBI.com, ensuring seamless data integration and synchronization.*Visualizations and Dashboards: Creating impactful visualizations and assembling informative dashboards to present data compellingly.*Q&A Feature: Explore the interactive Q&A feature to derive insights through natural language queries.*Sharing Datasets, Reports, Dashboards: Best practices for sharing datasets, reports, and dashboards with different audiences so they can leverage your data analysis work.*Creating Apps: Learn how to package reports and dashboards into apps for easy distribution and consumption.* | Smith Bryan |
| 6/26/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Exploring Internal Controls That Could Have Prevented Frauds (Webinar) (26WX-3667)26WX-3667 | *Examination of actual frauds.*Discussion of internal controls that could have prevented the frauds.*Contemplation of epiphanies for your own professional scenarios | |
| 9/15/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Mastering Partnership Basis: Inside and Outside Basis (Webinar) (26WX-1571)26WX-1571 | *Explain the use of both "inside" and "outside" basis determination.*How to calculate tax basis capital accounts, including when the entity is formed, including the impact of contributed property.*Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis.*Explanation of how basis is impacted distributions and by sale and/or liquidation of the partnership interest.*Comprehensive example to illustrate the mechanics of the basis determination process. | Dilley Steven C |
| 6/16/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Learning Path Webinar Bundle: Government and Not-for-Profit Specialist (Webinar) (26WX-1211)26WX-1211 | *Yellow Book Ethics | Instructor: Jennifer F. Louis | CPE: 2 | Field of Study: Regulatory Ethics.*Annual Update for Governments and Not-for-Profits | Instructor: Melisa Galasso | CPE: 4 | Field of Study: Accounting (Governmental).*What's Changing in A&A for Governmental Entities | Instructor: Melisa Galasso | CPE: 4 | Field of Study: Accounting (Governmental) | |
| 6/1/2026 | 8 a.m. - 4 p.m. | Online | 10 CPE (10 tech, 0 non-tech) | 2 Ethics |
| What's Behind the Data? (Webinar) (26WX-2580)26WX-2580 | *Ways in which data and information can be misleading.*Common pitfalls when encountering data.*How to re-evaluate the data to avoid those pitfalls | Gohl Keely |
| 7/29/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The 10 Must-Know Excel Features (Webinar) (26WX-1592)26WX-1592 | *Excel Tables: Master the use of Excel tables for efficient data management, including sorting, filtering, and structured references, to manage data more effectively.*Custom Sorting: Get to grips with custom sorting options to organize data in a way that best suits your needs, enhancing data readability and analysis.*XLOOKUP: Discover the power of XLOOKUP for advanced data retrieval, a game-changer for complex analysis, allowing you to extract specific data from extensive datasets with ease.*SUBTOTAL: Gain proficiency in using the SUBTOTAL function, a versatile tool for calculating data in visible cells, ideal for analyses that require dynamic calculations.*SUMIF(S): Explore the functionality of SUMIF and SUMIFS functions for conditional summing, crucial for precise budgeting, expense tracking, and financial reporting.*Array Formulas: Dive into array formulas to perform multiple calculations on one or more items in an array, enhancing the efficiency of complex accounting computations.*Data Validations: Learn to implement data validations to ensure data integrity and prevent errors in financial data entry, a critical skill for maintaining accurate accounting records.*Slicers: Learn to use slicers for interactive data segmentation in tables and PivotTables, enabling accountants to quickly filter and analyze specific subsets of financial data.*Conditional Formatting: Understand how to apply conditional formatting to highlight critical financial data points, trends, and variances, making data analysis and interpretation more intuitive.*PivotTables: An introduction to PivotTables, one of the most powerful Excel features, for summarizing, analyzing, and presenting large sets of financial data in a digestible format. | Smith Bryan |
| 6/17/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Mining Your Firm Client Database for Revenue (Webinar) (26WX-2457)26WX-2457 | *How accounting and tax professionals can transform dormant data into dynamic growth. When leveraged strategically, your client base becomes more than a list --it becomes a roadmap to higher-value services, expanded engagements, and greater long-term retention.*How to audit client records, segment strategically, and surface needs that often go unmet --all without adding complexity or compromising relationships.*Using the data you already own and relationships you have already built to drive smarter growth. | Meilke Gaynor |
| 7/23/2026 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Unlocking Deep Secrets: Case Studies in Financial Analysis (Webinar) (26WX-2914)26WX-2914 | *Overview of financial statement analysis.*The impact of GAAP on financial analysis.*Overview of the Balance Sheet.*Overview of the Income Statement.*The importance of the Statement of Cash Flows.*Common Size Analysis.*Trend Analysis.*Profitability Ratio Analysis.*Liquidity Ratio Analysis.*Solvency Ratio Analysis | Knight Eric |
| 8/12/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Risk Wrangling: Surviving the Modern Business Rodeo (Webinar) (26WX-1178)26WX-1178 | *Risk is the common thread in an evolving landscape.*Risk assessment.*Responding to assessed risks.*Auditing standards.*Other insights from AICPA guidance.*Fraud considerations.*The role of analytics.*Financial reporting considerations.*Risk mitigation | Harper Christopher |
| 5/30/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Financial and Tax Accounting for S Corporations and Partnerships (Webinar) (26WX-1785)26WX-1785 | *Review the Accounting Standards Codification, OCBOA/Special Purpose Frameworks, and AICPA financial reporting framework and their application to partnerships, LLCs and S corporations.*Financial accounting issues arising from changes in ownership.*Financial vs. tax accounting for partnership/LLC capital accounts.*Section 704(b) substantial economic effect rules and their relation to financial accounting.*The integration of financial accounting with Forms 1065 and 1120S.*Financial accounting basis for ownership interests vs. tax accounting basis for ownership interests.*Deferred tax accounting for partnerships/LLCs and S corporations.*Financial accounting for the operations of a partnership/LLC.*Financial accounting impact of the C to S election and the S to C election.*Financial and tax accounting for S corporation shareholder equity and partner capital accounts.*Financial vs. tax accounting for loans to and from S corporations and their shareholders | Dilley Steven C |
| 6/25/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Leadership Skills of Tomorrow: Delegate and Listen (Webinar) (26WX-3627)26WX-3627 | *Three levels of listening.*Strategies to remain focused.*Building trust through listening.*Tactics to practice the Titanium Rule.*Delegating with confidence.*Establishing an accountability system | |
| 9/14/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Taxation of the Cannabis Industry (Webinar) (26WX-3618)26WX-3618 | *Industrial hemp vs. marijuana.*Income definitions under I.R.C. Section 61.*Tax code restrictions: Section 280E and Section 471.*State-specific marijuana laws.*Cash management in cannabis businesses.*Federal court case analysis. | Hourani Mary Jane |
| 9/12/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Learning Path Webinar Bundle: Compliance in a Box (Webinar) (26WX-2679)26WX-2679 | *Introduction to Ethics & Professional Skepticism | Instructor: Jaclyn Veno | CPE: 2 | Field of Study: Regulatory Ethics.*Profiles in Fraud | Instructor: Keely Gohl | CPE: 2 | Field of Study: Accounting.*Al Capone to Cybercrime: The Journey of IRS Special Agents | Instructor: Robert Nordlander | CPE: 4 | Field of Study: Taxes.*Common Financial Statement Disclosures | Instructor: Jennifer F. Louis | CPE: 2 | Field of Study: Accounting.*Comprehensive Accounting and Financial Reporting Update | Instructor: Allison M. Henry | CPE: 4 | Field of Study: Accounting.*Tax Update: One Big Beautiful Bill | Instructor: Mary Jane Hourani | CPE: 2 | Field of Study: Taxes.*The Current and Future Landscape of Audit Technology | Instructor: Peter Zender | CPE: 2 | Field of Study: Auditing.*Erase the Mark: Best Practices in Penalty Abatement | Instructor: Robert Nordlander | CPE: 2 | Field of Study: Taxes | |
| 8/3/2026 | 8 a.m. - 4 p.m. | Online | 20 CPE (20 tech, 0 non-tech) | 2 Ethics |
| Generative AI Strategy for Accountants (Webinar) (26WX-2772)26WX-2772 | *Evolution and current state of AI technologies in accounting.*Development of comprehensive AI usage policies and guidelines.*Implementation frameworks for integrating AI into accounting workflows.*Strategic approaches to AI-driven process automation and optimization.*Methods for identifying and capitalizing on AI opportunities.*Best practices for human-AI collaboration in accounting.*Risk management and ethical considerations for AI implementation | Wasny Garrett |
| 8/6/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New From Numbers to Narratives: Mastering Data Analysis for CPAs (Webinar) (26WX-2077)26WX-2077 | The Evolving Role of CPAs in a Data-Driven World.*Why Data Analysis Matters for CPAs.*Key Data Analysis Skills and Concepts for CPAs.*Leveraging Microsoft 365 Tools for Data Analysis.*Building a Data Analytics Mindset | Smith Bryan |
| 7/7/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Coping With the Growth of Online Fraud (Webinar) (26WX-1833)26WX-1833 | *The actuation of online and other cyber frauds.*Fraudulent acts that are initiated electronically.*Automated and employee driven methods that can reduce cyber-fraud risk | Egnatoff Karl W |
| 6/27/2026 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Common Financial Statement Disclosures (Webinar) (26WX-3613)26WX-3613 | *General disclosures about the entity and its environment.*Common critical information useful to financial statement readers for making economic decisions.*Explain results of operations through information that supplements the face financial statements | Louis Jennifer F |
| 9/12/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Schedule K-1: What is it and What Do I Do With it? (Webinar) (26WX-2330)26WX-2330 | *Overview of Schedule K-1 for Partnerships, S Corporations, and Estates/Trusts.*Reporting Schedule K-1 information on Form 1040.*Basis limitations, loss limitations, and material participation rules.*Qualified Business Income (QBI) Deduction and Schedule K-1 integration.*Schedules K-2 and K-3 requirements | Hourani Mary Jane |
| 7/17/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| CFO and Controller Critical Skills: Budgeting and Forecasting (Webinar) (26WX-2751)26WX-2751 | *Overview of budgeting tools.*Overview of difference between budgeting and forecasting.*Examples of various budgeting and forecasting techniques | Peters David R. |
| 8/5/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ChatGPT for Accountants: 50+ Use Cases (Webinar) (26WX-2461)26WX-2461 | *Introduction to ChatGPT and artificial intelligence chatbot technologies.*Automating frequently asked questions and the onboarding process.*Verifying and reviewing financial records.*Providing real-time support to clients.*Generating financial reports.*Automating tax return preparation and financial planning.*Providing guidance on financial decision making | Wasny Garrett |
| 7/24/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Current Cybersecurity Risk Management Trends (Webinar) (26WX-2515)26WX-2515 | *Overview of current cybersecurity threats and how to mitigate data breach risk.*Describe how to avoid malware and other security threats | Louis Jennifer F |
| 7/27/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Annual Update for Governments and Not-for-Profits (Webinar) (26WX-2625)26WX-2625 | *Key accounting and auditing developments affecting governmental and not-for-profit organizations. .*Accounting Standards Updates issued by the Financial Accounting Standards Board.*The purpose of INPAS and how it compares conceptually to U.S. GAAP for not-for-profit entities.*Recent developments affecting Single Audits, including the 2024 Uniform Guidance overhaul, updates to Appendix B of the AICPA GAS/Single Audit Guide, and recent guidance issued through the Office of Management and Budget (OMB). | Galasso Melisa |
| 7/30/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Spring Tax Update With Steve Dilley (Webinar) (26WX-2352)26WX-2352 | *Update and integration of the most recent tax legislation impacting individual and business taxpayers.*Review of individual and business provisions of the Inflation Reduction Act.*Update on significant individual and business tax developments related to cases and rulings.*Update on earned income credit, child credit, and child and dependent care credit.*Crypto reporting update.*Depreciation changes in Sec. 179 and Sec. 168(k) bonus depreciation.*Tax issues impacting "gig" workers, including Form 1099-K.*Update on partnership and S corporations, including Schedules K-2 and K-3 of Forms 1065 and 1120S related to foreign transactions. | Dilley Steven C |
| 7/20/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Finding Errors in Excel Spreadsheets (Webinar) (26WX-3694)26WX-3694 | *Understanding Common Excel Errors: Gain insights into the most common types of errors encountered in Excel, including formula errors, reference errors, and logic errors.*Advanced Formulas and Functions: Learn to use advanced Excel functions and formulas that are crucial for error detection and data analysis.*Data Validation Techniques: Master the art of data validation to prevent errors before they occur. This includes setting up data validation rules and using conditional formatting to highlight potential inaccuracies.*Error Tracing and Auditing Tools: Delve into Excel's auditing tools to trace and fix errors. Learn to use Trace Precedents, Trace Dependents, and the Error Checking tool effectively.* | Smith Bryan |
| 9/16/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Individual Tax Update: OBBBA and Recent Developments (Webinar) (26WX-1885)26WX-1885 | *Legislation impacting individual taxpayers.*The One Big Beautiful Bill Act.*Extenders legislation update.*Child tax and dependent care credits.*Section 199A deduction.*Capital gains and losses.*Rental real estate.*Other passive activities losses | Dilley Steven C |
| 6/29/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Profiles in Fraud (Webinar) (26WX-1669)26WX-1669 | *Real life fraudsters: what they did, how they got away with it, how they finally were caught.*Profiles: the characteristics the fraud perpetrators have in common.*Techniques to prevent and deter these common schemes | Gohl Keely |
| 6/19/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How to Audit Inventory (Webinar) (26WX-2582)26WX-2582 | *Auditing Inventory.*Related Audit assertions, risks, and threats to inventory.*Substantive auditing procedures that staff should perform. | Veno Jaclyn M. |
| 7/29/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Deep Dive Into Common Auditing Deficiencies (Webinar) (26WX-2117)26WX-2117 | *Review common deficiencies identified by the AICPA and state boards of accountancy.*Feature discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment.*Review of the areas of concern and how you can overcome them by employing best practices. | Galasso Melisa |
| 7/9/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New ChatGPT Deep-Dive Hands-on Bootcamp for CPAs (Webinar) (26WX-1400)26WX-1400 | *Getting started with ChatGPT.*Tour of the ChatGPT app and how to use it.*Variety of hands-on case study examples for accounting, finance, and tax.*Protecting your data privacy in ChatGPT.*Advanced ChatGPT features review.*Subscription plan options.* | Higgins John H |
| 6/9/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Retaining Top Talent: Strategies for CPA Firms (Webinar) (26WX-1551)26WX-1551 | *The true cost of turnover versus retention investment.*Research findings on why professionals leave or stay.*Whole-person retention strategies beyond compensation.*Work-life balance solutions that maintain productivity.*Career development paths for non-partner track professionals.*Business model transformations for sustainable staffing.*Technology and outsourcing strategies to reduce burnout.*Retention strategies specific to diverse talent and younger professionals
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| 6/15/2026 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Financial Decisions that Led Two Businessmen to Prison (Webinar) (26WX-2316)26WX-2316 | *Career choices.*Ethical dilemmas.*Judicial proceedings.*Mitigation strategies.*Creating tools to help make better decisions.*Atonement and reconciliation | Paperny Justin |
| 7/17/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| AI Lessons Learned for Accountants (Webinar) (26WX-2551)26WX-2551 | *Introduction to AI R&D in Accounting: Why internal AI research is essential for modern firms.*Theory to Practice: Moving quickly from speculative AI concepts to actionable strategies.*Managing Exponential Change: Understanding the urgency of adapting to AI's rapid evolution.*Proactive AI Engagement: Conducting in-house AI benchmarks, research, and hackathons.*The Dual Role in AI Development: Balancing innovation with data security and ethical responsibilities.*Internal AI Tools Creation: Encouraging accountants to develop AI solutions tailored to their needs.*Data Security and Cyber Threats: Addressing AI-enabled cybercrime and protecting against internal risks.*Mitigating AI Misuse: Recognizing abuse patterns and implementing safe practices.*Challenges in AI Integration: Handling resistance, management concerns, and rapid technological shifts.*.*Continuous Learning and Adaptation: Building a resilient, R&D-focused AI culture in accounting. | Wasny Garrett |
| 7/28/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Microsoft 365 for CPAs: Unlocking Hidden Productivity Tools (Webinar) (26WX-0918)26WX-0918 | *Round robin review of lesser known M365 apps.*Reduce / eliminate internal email communications with Teams and SharePoint.*Collaborate on spreadsheet and documents with your colleagues in real time.*Get control of your appointment schedule with the Bookings app.*Tap the full potential of OneNote as your primary repository for notes, correspondence and more.*Replace email attachments with secure file sharing links.*Document business processes with the Stream app.*Leverage the power of AI in M365 with Copilot | Higgins John H |
| 5/18/2026 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Controls to Secure the Growing Digital Footprint (Webinar) (26WX-2377)26WX-2377 | *Securing individual documents.*Protecting information resident in the Cloud.*Securing data stored on or accessed by mobile devices | Egnatoff Karl W |
| 7/21/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| What You Can Learn From the Statement of Cash Flows (Webinar) (26WX-1837)26WX-1837 | *Preparation of the statement of cash flows.*Importance of identifying sources and uses of cash in financial reporting.*Financial statement analysis.*Cash-related financial statement disclosures | |
| 6/27/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The CFO Who Went to Prison (Webinar) (26WX-2575)26WX-2575 | *The importance of values.*Identifying success.*Ethical dilemmas.*Mitigation strategies.*Creating tools to help make better decisions.*Personal accountability strategies | Paperny Justin |
| 7/29/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Profiles in Fraud (Webinar) (26WX-1285)26WX-1285 | *Real life fraudsters: what they did, how they got away with it, how they finally were caught.*Profiles: the characteristics the fraud perpetrators have in common.*Techniques to prevent and deter these common schemes | Gohl Keely |
| 6/3/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How AI is Automating Internal Control (Webinar) (26WX-1663)26WX-1663 | *An explanation of Artificial Intelligence (AI).*Specific ways AI is replacing human cognition.*What is on the internal control horizon related to AI and other technologies. | Egnatoff Karl W |
| 6/19/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Workforce Transformation and Talent Management (Webinar) (26WX-3717)26WX-3717 | *Understanding why the traditional pyramid structure is failing firms.*The inverted pentagon framework and its talent retention advantages.*Impact of technology and AI on entry-level accounting roles.*The 6 Ps of Business Model Transformation Implementation.*Accelerating specialized skills acquisition in your workforce.*Effective knowledge transfer through mentorship and job rotation.*Technology-driven training and development strategies.*Best practices from other industries for workforce transformation.*Building and retaining specialized middle layers of expertise.*Strategic pricing models to support the pentagon structure
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| 9/16/2026 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Accounting for and Auditing Cryptocurrency and Digital Assets (Webinar) (26WX-2154)26WX-2154 | *Common applications related to initial recognition and measurement, subsequent measurement or derecognition, presentation, and disclosure of cryptocurrency and other digital assets.*Feedback from the AICPA's Digital Assets Working Group intended to assist auditors with opining on these digital records | Louis Jennifer F |
| 7/10/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How AI is Automating Internal Control (Webinar) (26WX-3257)26WX-3257 | *An explanation of Artificial Intelligence (AI).*Specific ways AI is replacing human cognition.*What is on the internal control horizon related to AI and other technologies. | Egnatoff Karl W |
| 8/27/2026 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Microsoft 365 Application Lightning Round Review (Webinar) (26WX-3707)26WX-3707 | *Lightning round review of the following apps, with an explanation and demonstration of what each of them offers.*Teams - the foundation of all that you do in Microsoft 365.*SharePoint / OneDrive - secure cloud storage.*Power BI - the new financial reporting model.*Stream - the YouTube for your organization.*Bookings - streamline your appointment scheduling .*OneNote - get your content organized for quick retrieval .*Lists - create custom list tracking reports.*To Do - consolidate all your Outlook, Planner and general "to do's" in one app.*Planner - manage simple and complex engagements and projects in an intuitive app.*A quick look at many of the remaining apps | Higgins John H |
| 9/16/2026 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Steps to Stop External Fraud (Webinar) (26WX-3515)26WX-3515 | *Types of external fraud.*Considerations as organizations work to reduce fraud risk.*External fraud and known parties/External fraud unknown perpetrators | Egnatoff Karl W |
| 9/9/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Navigating IRS Collections: The Collection Process (Webinar) (26WX-1279)26WX-1279 | *Overview of the IRS collection process.*Taxpayer rights and the Taxpayer Bill of Rights.*Collection due process and appeals.*Installment agreements and offers in compromise.*Wage garnishments, levies, and liens.*Penalties and interest. | Hourani Mary Jane |
| 6/3/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Written Information Security Plans (Webinar) (26WX-3401)26WX-3401 | *Introduction to the Gramm-Leach-Bliley Act and its impact on data security.*Circular 230 compliance and due diligence for practitioners.*AICPA Statements of Standards relevant to WISP requirements.*Key components of a Written Information Security Plan.*Training requirements for employees, staff, and contractors.*Practical guidance for drafting and implementing a WISP.*FTC enforcement of data security standards for PTIN holders.*Best practices for maintaining and updating WISP compliance. | Hourani Mary Jane |
| 9/2/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Corporate Storytelling in Financial Reporting (Webinar) (26WX-1165)26WX-1165 | *Purpose of Management Commentary (IFRS): Understanding the foundational objectives.*Purpose of MD&A (AAP): SEC-mandated narrative disclosure requirements.*Historical Context: Past and present frameworks and the limitations.*Recent Revisions: Key enhancements and ESG integration.*Practical Examples: Real-world applications and improvements.*Convergence & Guidance: Frameworks, comparisons, and implementation | Knight Eric |
| 5/29/2026 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| IRS Penalties and Abatements (Webinar) (26WX-3034)26WX-3034 | *Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penalties.*Rules on waiver of penalties and interests.*Various forms and procedures for requesting relief.*First Time Abatement: Requirements and procedures.*How an individual taxpayer qualifies for Reasonable Cause abatement.*Procedures for requesting refund of paid penalties.*Available administrative options | McLeod Allison M. |
| 8/18/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CFO Series: Improving Profitability and Cut the Right Costs (Webinar) (26WX-2965)26WX-2965 | *Understanding what the goal really is.*Better planning, ready, aim, and then fire.*What are the crucial considerations?.*Why do others in the organization hate to cut costs?.*What are the 'ripple' effects?.*What are the right costs to cut and not to cut?.*What are the more common mistakes made?.*The need to consider politics, culture and strategy!.*14 different perspectives to utilize to cut costs efficiently.*Over 50 uncommon cost cutting possibilities.*How to prepare for the next cost cutting exercise.*A proven process to cut the right cost in an organization | Minges Don |
| 8/14/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Leverage PowerBI.com to Create Data Analysis for Others (Webinar) (26WX-2116)26WX-2116 | *Tour of the PowerBI.com Interface: An in-depth walkthrough of the PowerBI.com environment, focusing on user interface elements, navigation, and customization.*PowerBI.com Concepts: Fundamental concepts of PowerBI.com, including its architecture, data handling capabilities, and integration features.*Connecting to Data: Techniques for connecting various data sources to PowerBI.com, ensuring seamless data integration and synchronization.*Visualizations and Dashboards: Creating impactful visualizations and assembling informative dashboards to present data compellingly.*Q&A Feature: Explore the interactive Q&A feature to derive insights through natural language queries.*Sharing Datasets, Reports, Dashboards: Best practices for sharing datasets, reports, and dashboards with different audiences so they can leverage your data analysis work.*Creating Apps: Learn how to package reports and dashboards into apps for easy distribution and consumption.* | Smith Bryan |
| 7/9/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Financial Decisions that Led Two Businessmen to Prison (Webinar) (26WX-0997)26WX-0997 | *Career choices.*Ethical dilemmas.*Judicial proceedings.*Mitigation strategies.*Creating tools to help make better decisions.*Atonement and reconciliation | Paperny Justin |
| 5/21/2026 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Yellow Book Independence and Single Audit Fundamentals (Webinar) (26WX-2015)26WX-2015 | *The conceptual framework approach to independence.*Independence threats related to preparing financial statements and accounting records.*Consideration of specific non-audit services that would and would not impair independence.*Documentation necessary to support adequate consideration of auditor consideration.*Fundamentals of a compliance audit performed under the Uniform Guidance.*Schedule of expenditure of federal awards.*Determination of major programs.*Using the Compliance Supplement .*Uniform Guidance administrative requirements and cost principles .*Testing internal control over compliance.*Testing compliance.*Writing an audit finding.*Reporting requirements of a single audit | Burke Adelina |
| 7/3/2026 | 10:30 a.m. - 2:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Written Information Security Plans (Webinar) (26WX-2130)26WX-2130 | *Introduction to the Gramm-Leach-Bliley Act and its impact on data security.*Circular 230 compliance and due diligence for practitioners.*AICPA Statements of Standards relevant to WISP requirements.*Key components of a Written Information Security Plan.*Training requirements for employees, staff, and contractors.*Practical guidance for drafting and implementing a WISP.*FTC enforcement of data security standards for PTIN holders.*Best practices for maintaining and updating WISP compliance. | Hourani Mary Jane |
| 7/9/2026 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Fraud, Controls and Ethics: Best Practices and Case Studies (Webinar) (26WX-0909)26WX-0909 | *Examination of actual frauds.*Discussion of internal controls that could have prevented frauds.*Contemplation of epiphanies for your own professional scenarios.*The AICPA Code of Professional Conduct.*Other elements of professional conduct and compliance with professional standards | |
| 5/18/2026 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| New Business Tax Update: OBBBA and Recent Developments (Webinar) (26WX-3265)26WX-3265 | *Recent legislation impacting business taxpayers.*The One Big Beautiful Bill Act.*Extenders legislation update.*Meals and entertainment expense reporting.*Partnership and S corporation update.*Income and deductions | Dilley Steven C |
| 8/27/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Public Procurement Basics: Protecting the People's Money (Webinar) (26WX-1525)26WX-1525 | *Guidelines and requirements that will help lead you to public procurement success.*Guidance on how governments can meet complicated procurement needs.*Best practices to protect public and Federal funds. | Romero Alexandria |
| 6/13/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Leadershift: Drive Results Through Ethical Performance Management (Webinar) (26WX-2631)26WX-2631 | *How Inspirational leadership is the foundation that ethically drives results.*Simplify the complex: Walk through the Results Model and discover practical how-to examples of execution.*Hacks for getting great results with specific examples you can leverage in your business:.*The How: Empower your people to feel like an owner, managing difficult conversations well, leading with empathy and what that looks like, how it should feel, motivational coaching techniques to get your employee relationships back on track, and unleashing the power of appreciation and gratitude.*The What: Powerful score-carding, transformational goal-setting conversations, and positive accountable follow- up. | |
| 7/31/2026 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| New Overcoming Tech Adoption Challenges in CPA Firms (Webinar) (26WX-2694)26WX-2694 | Five critical technology adoption challenges facing CPA firms today.*Digital maturity assessment models and implementation frameworks.*AI integration strategies for tax, audit, and advisory services.*Cybersecurity considerations and risk management protocols.*Case studies of successful technology transformations in accounting firms | |
| 8/3/2026 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Master the Art of CPA Communication: Boost Your Influence (Webinar) (26WX-1310)26WX-1310 | *Techniques for simplifying complex financial information for clients and stakeholders.*Persuasive communication principles aligned with CPA roles.*Building and maintaining trust and credibility with diverse stakeholders.*Case studies and Interviews with Finance, Accounting and CPA professionals.*Developing empathy and emotional intelligence in communications.*Best practices for active listening to strengthen client relationships.*Application of Influencer principles for impactful change in communication | |
| 6/4/2026 | 10:30 a.m. - 2:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| How to Audit Cash (Webinar) (26WX-3191)26WX-3191 | *Auditing Cash.*Audit assertions, risks, and threats to the cash balance.*Auditing procedures to perform | Veno Jaclyn M. |
| 8/25/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Spring Tax Update With Steve Dilley (Webinar) (26WX-1569)26WX-1569 | *Update and integration of the most recent tax legislation impacting individual and business taxpayers.*Review of individual and business provisions of the Inflation Reduction Act.*Update on significant individual and business tax developments related to cases and rulings.*Update on earned income credit, child credit, and child and dependent care credit.*Crypto reporting update.*Depreciation changes in Sec. 179 and Sec. 168(k) bonus depreciation.*Tax issues impacting "gig" workers, including Form 1099-K.*Update on partnership and S corporations, including Schedules K-2 and K-3 of Forms 1065 and 1120S related to foreign transactions. | Dilley Steven C |
| 6/16/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Multi-Year Failure to File: Getting into Compliance (Webinar) (26WX-3713)26WX-3713 | *Process-from client onboarding and transcript analysis.*Risk assessment, ethical considerations, and resolution strategies.*Manage cases involving individuals, married couples, businesses, payroll taxes, and S corporations.*Real-world examples, IRS references, and best practices are integrated throughout to ensure confidence and compliance. | Nordlander Robert |
| 9/16/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Supporting Mental Wellness to Thrive in Work and Life (Webinar) (26WX-2736)26WX-2736 | *Understanding Mental Wellness: Explore how the brain functions and the connection between mental and physical wellness. Learn how stress impacts brain health and overall well-being.*Practical Strategies for Balanced Living: Discover techniques for improving sleep, nutrition, and physical activity to support mental wellness. Learn the importance of setting boundaries, fostering open communication, and building meaningful connections.*Recognizing and Managing Support Needs: Identify when to seek additional support and learn how to integrate self-care practices that promote sustainable mental and emotional health. | Smith Alexis |
| 8/5/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Finance and Innovation: Reinvent Your Organization and Department (Webinar) (26WX-1129)26WX-1129 | *What is innovation?.*The different forms of innovation, e.g., sustaining and disruptive.*The five discovery skills needed to be innovative?.*The value of why we need to find ways to say, "Yes!" .*How to change your processes, rules and departments to be more innovative? .*Lessons learned from innovative businesses with examples.*How does innovation happen and how to make innovation stick?.*The need to improvise and embrace broad experiences. | Minges Don |
| 5/28/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| New Finance and Innovation: Reinvent Your Organization and Department (Webinar) (26WX-2102)26WX-2102 | *What is innovation?.*The different forms of innovation, e.g., sustaining and disruptive.*The five discovery skills needed to be innovative?.*The value of why we need to find ways to say, "Yes!" .*How to change your processes, rules and departments to be more innovative? .*Lessons learned from innovative businesses with examples.*How does innovation happen and how to make innovation stick?.*The need to improvise and embrace broad experiences. | Minges Don |
| 7/8/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| New Behavioral Finance Biases (Webinar) (26WX-1705)26WX-1705 | *Overview of biases and standard of living risk.*Overview of difference between emotional and processing biases.*Examples of various real life examples and case studies | Peters David R. |
| 6/22/2026 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Fundamentals of Form 1040: Individual (Webinar) (26WX-3138)26WX-3138 | *Form 1040 essentials: filing requirements, due dates, and key schedules.*Filing status, dependency rules, and taxable income sources (wages, investment income).*Adjustments to income, deductions and tax credits (standard vs. itemized deductions, EITC, Child Tax Credit, Education Credits).*Preparer due diligence, Circular 230 compliance and taxpayer rights.*IRS cybersecurity considerations and best practices for taxpayer data security.*Legislative updates | Hourani Mary Jane |
| 8/21/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Volume to Value: A New Era of Precision Hiring in Accounting (Webinar) (26WX-3506)26WX-3506 | The shift from volume to precision hiring.*Why firms are moving to targeted, competency-based hiring.*Talent market impacts and competitive hiring realities.*AI in recruiting: practical use cases and implications.*Where AI tools commonly support hiring workflows.*Benefits and limitations of AI-enabled screening and assessment.*The skills mismatch in accounting hiring.*Why critical thinking and professional communication gaps persist.*Why traditional hiring methods miss these competencies.*The new competency hierarchy for high performers.*Defining and prioritizing the competencies that drive results.*AI ethics awareness and professional judgment in an AI-enabled workplace.*Assessment methods for precision hiring.*Structured behavioral interviewing and scoring rubrics.*Work simulations, case presentations, and client scenarios.*Using AI-enabled assessments responsibly and consistently.*Metrics and ROI: evaluating success.*Quality-of-hire measures (performance, ramp time, manager satisfaction).*Retention and turnover measures.*Efficiency measures (time-to-fill, cost-to-fill) and how to balance them.*Implementation roadmap.*A phased approach to adopting precision hiring (foundation → expansion → optimization)-- Building governance, documentation, and consistency for scalability | |
| 9/8/2026 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| How Fraud Can Affect Smaller Organizations (Webinar) (26WX-3386)26WX-3386 | *The reasons for fraud.*Fraudulent acts that are initiated against smaller organizations.*Methods to stop fraud attempts against small businesses | Egnatoff Karl W |
| 9/2/2026 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New The Future of Audit: Technology, Talent and Transformation (Webinar) (26WX-3234)26WX-3234 | *Explore AI, blockchain, and data analytics impact on audits.*Address talent crisis through retention and upskilling strategies.*Navigate PCAOB standards and regulatory sandbox concepts.*Expand audits to include ESG and nonfinancial metrics.*Implement technology solutions for firms of all sizes
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| 8/26/2026 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Financial Planning: Auto and Homeowners Insurance (Webinar) (26WX-2103)26WX-2103 | *Overview of Insurance types .*Overview of Insurance policies and contract sections.*Examples of types of policies and coverages.* | Peters David R. |
| 7/8/2026 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The 10 Must-Know Excel Features (Webinar) (26WX-2876)26WX-2876 | *Excel Tables: Master the use of Excel tables for efficient data management, including sorting, filtering, and structured references, to manage data more effectively.*Custom Sorting: Get to grips with custom sorting options to organize data in a way that best suits your needs, enhancing data readability and analysis.*XLOOKUP: Discover the power of XLOOKUP for advanced data retrieval, a game-changer for complex analysis, allowing you to extract specific data from extensive datasets with ease.*SUBTOTAL: Gain proficiency in using the SUBTOTAL function, a versatile tool for calculating data in visible cells, ideal for analyses that require dynamic calculations.*SUMIF(S): Explore the functionality of SUMIF and SUMIFS functions for conditional summing, crucial for precise budgeting, expense tracking, and financial reporting.*Array Formulas: Dive into array formulas to perform multiple calculations on one or more items in an array, enhancing the efficiency of complex accounting computations.*Data Validations: Learn to implement data validations to ensure data integrity and prevent errors in financial data entry, a critical skill for maintaining accurate accounting records.*Slicers: Learn to use slicers for interactive data segmentation in tables and PivotTables, enabling accountants to quickly filter and analyze specific subsets of financial data.*Conditional Formatting: Understand how to apply conditional formatting to highlight critical financial data points, trends, and variances, making data analysis and interpretation more intuitive.*PivotTables: An introduction to PivotTables, one of the most powerful Excel features, for summarizing, analyzing, and presenting large sets of financial data in a digestible format. | Smith Bryan |
| 8/11/2026 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Corporate Finance Technology Selection: Practical Frameworks (Webinar) (26WX-1827)26WX-1827 | *The changing finance technology landscape: continuous processing, modular ecosystems, automated controls, and real-time visibility (and the risks these shifts introduce).*Technology trends and "AI" definitions: automation vs. machine learning vs. generative AI vs. agentic AI--what each means for governance and auditability.*Five common challenges in finance tech projects and how to address them:.*Cutting through vendor claims and AI hype.*Integration complexity and hidden costs.*Change management and proving ROI.*Data quality readiness for AI and automation.*Risk, security, and governance.*Vendor Evaluation Scorecard: 20 criteria across five categories, including control "deal-breakers" (audit trails, segregation of duties, logging, SOC reporting, error handling).*Five-Year Total Cost Framework: software, implementation, data migration/cleanup, integration build & maintenance, internal costs, training, and ongoing operations (plus common underestimates).*Industry-specific considerations (manufacturing, distribution/wholesale, SaaS/tech, professional services).*Four-phase implementation roadmap with checkpoints and red flags: Assessment & Planning; Selection & Negotiation; Implementation & Testing; Optimization & Ongoing Governance.*Working with external advisers (CPA/auditor involvement, implementation partner expectations, and common deficiencies to avoid) | |
| 6/26/2026 | 12:30 - 1:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 2024 Revision to Government Auditing Standards Impact (Webinar) (26WX-2512)26WX-2512 | *Key changes made by the 2024 Revision to Government Auditing Standards.*Review when the GAGAS requirements are applicable to a financial statement audit.*When reporting on key audit matters may apply in a GAGAS audit.*Clarifications related to the independence requirements in a financial statement audit imposed by the 2024 Yellow Book.*Review the impact of the Quality Management Standards to a financial statement audit conducted under the 2024 Revision to Government Auditing Standards.*Other important matters contained in the 2024 Government Auditing Standards related to financial statement audits | Bradley Daniel W |
| 7/27/2026 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Corporate Finance Technology Selection: Practical Frameworks (Webinar) (26WX-3379)26WX-3379 | *The changing finance technology landscape: continuous processing, modular ecosystems, automated controls, and real-time visibility (and the risks these shifts introduce).*Technology trends and "AI" definitions: automation vs. machine learning vs. generative AI vs. agentic AI--what each means for governance and auditability.*Five common challenges in finance tech projects and how to address them:.*Cutting through vendor claims and AI hype.*Integration complexity and hidden costs.*Change management and proving ROI.*Data quality readiness for AI and automation.*Risk, security, and governance.*Vendor Evaluation Scorecard: 20 criteria across five categories, including control "deal-breakers" (audit trails, segregation of duties, logging, SOC reporting, error handling).*Five-Year Total Cost Framework: software, implementation, data migration/cleanup, integration build & maintenance, internal costs, training, and ongoing operations (plus common underestimates).*Industry-specific considerations (manufacturing, distribution/wholesale, SaaS/tech, professional services).*Four-phase implementation roadmap with checkpoints and red flags: Assessment & Planning; Selection & Negotiation; Implementation & Testing; Optimization & Ongoing Governance.*Working with external advisers (CPA/auditor involvement, implementation partner expectations, and common deficiencies to avoid) | |
| 9/1/2026 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New AICPA Regulatory Ethics Update (Webinar) (26WX-2624)26WX-2624 | *Update on ethics and independence developments from the AICPA Professional Ethics Executive Committee (PEEC).*Recent developments shaping ethical requirements for the profession.*Proposed and ongoing projects on PEEC's agenda | Galasso Melisa |
| 7/30/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Forensic Accounting: When the Office is a Crime Scene (Webinar) (26WX-1579)26WX-1579 | *A step-by-step process from the initial client phone call to you writing a report of your findings for any civil or criminal actions that may be pursued.*How to advise your client in approaching an allegation of embezzlement.*What pitfalls may arise in finding the truth.*The best practices to ensure that the evidence is preserved properly for potential civil or criminal actions | Nordlander Robert |
| 6/16/2026 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Corporate Finance Technology Selection: Practical Frameworks (Webinar) (26WX-2724)26WX-2724 | *The changing finance technology landscape: continuous processing, modular ecosystems, automated controls, and real-time visibility (and the risks these shifts introduce).*Technology trends and "AI" definitions: automation vs. machine learning vs. generative AI vs. agentic AI--what each means for governance and auditability.*Five common challenges in finance tech projects and how to address them:.*Cutting through vendor claims and AI hype.*Integration complexity and hidden costs.*Change management and proving ROI.*Data quality readiness for AI and automation.*Risk, security, and governance.*Vendor Evaluation Scorecard: 20 criteria across five categories, including control "deal-breakers" (audit trails, segregation of duties, logging, SOC reporting, error handling).*Five-Year Total Cost Framework: software, implementation, data migration/cleanup, integration build & maintenance, internal costs, training, and ongoing operations (plus common underestimates).*Industry-specific considerations (manufacturing, distribution/wholesale, SaaS/tech, professional services).*Four-phase implementation roadmap with checkpoints and red flags: Assessment & Planning; Selection & Negotiation; Implementation & Testing; Optimization & Ongoing Governance.*Working with external advisers (CPA/auditor involvement, implementation partner expectations, and common deficiencies to avoid) | |
| 8/4/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New The One Big Beautiful Bill: 2025 Tax Legislation (Webinar) (26WX-1356)26WX-1356 | *The Congressional process in passing tax legislation. .*Major Tax Provisions in the House version of Big Beautiful Bill .*Individual .*General Business .*International .*Health Care Accounts .*Qualified Opportunity Zones .*Industry Specific Provisions .*Tax Exempt Organizations .*Miscellaneous Provisions .*.*.*.* | McLeod Allison M. |
| 6/6/2026 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| More Money: Strategic Ways to Improve Cash Flow (Webinar) (26WX-2455)26WX-2455 | *How do I optimize cash flow?.*Qualitative Evaluations -- Core Earnings & Sustainable Growth.*Quantitative Evaluations -- Liquidity Ratios.*Increasing Customer Base vs. Payment Terms.*Business Cycle & Cash.*Investing Company Cash.*What keeps companies from becoming streamlined?.*Behavioral Finance Biases.*Information Processing Biases.*Emotional Biases.*Dealing with Behavioral Biases | Peters David R. |
| 7/23/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Becoming a Fractional CFO: What to Do and How? (Webinar) (26WX-3534)26WX-3534 | *Do you have what it takes to be a successful fractional CFO?.*Should you be a solo practitioner or join a larger firm? 1099 versus W2?.*What skills are needed to be successful?.*Sales, marketing, etc.*What are some of the 'red flags'?.*Typical assignments and issues a fractional CFO will likely encounter.*The greatest opportunity for fractional CFOs?.*Understanding your value | Minges Don |
| 9/9/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Fundamentals of Form 1040: Business (Webinar) (26WX-2331)26WX-2331 | *Self-employment and business income taxation (Schedule C, self-employment tax, business deductions).*Reporting income from pass-through entities (Schedule E, Schedule K-1, Shareholder stock and debt basis on Form 7203).*Application of Form 7217 for capital construction funds.*Best practices for self-employed clients and small business owners.*Key deductions and credits for business owners.*Avoiding common IRS audit triggers related to business income reporting.*Legislative updates impacting business income taxation in the current year | Hourani Mary Jane |
| 7/17/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Partnership/LLC Taxation: Tax Basis Capital Accounts (Webinar) (26WX-3525)26WX-3525 | *Discuss the impact of the Section 199A flow-through entities deduction on partnerships and their partners.*The meaning of a "tax basis capital account".*How the financial accounting and tax capital accounts differ from one another.*Determine a partner's share of the partnership's liabilities.*Distinguish "recourse" loans from "nonrecourse" loans.*What are "qualified nonrecourse financing" loans and how they affect partners.*Section 704 "built-in gain or loss" rules and how they impact Schedule K-1 reporting.*Section 4655 "at risk" rules and how they impact Schedule K-1 reporting | Dilley Steven C |
| 9/9/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Federal Tax Updates for Individuals (Webinar) (26WX-3471)26WX-3471 | *Current tax issues affecting individual taxpayers.*Review of recent tax legislation.*Other issues affecting the profession, including IRS procedure, current cases, and other federal tax issues | McLeod Allison M. |
| 9/4/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| How to Audit Expenses and Payables (Webinar) (26WX-1121)26WX-1121 | *The basics of auditing expenses.*Accrued liabilities and other payables.*Relates audit assertions, risks, and threats to the expenses and payables balances.*Substantive auditing procedures to peform. | Veno Jaclyn M. |
| 5/28/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Todd and Julie Chrisley Go to Prison (Webinar) (26WX-2435)26WX-2435 | *What is bank fraud?.*What is wire fraud?.*Role of financial service professionals in combating tax evasion and white-collar crime.*Red flags indicating of white-collar crimes.*Importance of knowing customers.*Criminal justice proceedings.*Relationship between victim impact and sentencing.*Relationship between loss amounts and sentencing | Paperny Justin |
| 7/23/2026 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Using ChatGPT With Excel (Webinar) (26WX-3090)26WX-3090 | Introduction to ChatGPT and other AI (Artificial Intelligence) language models.*Discussion of best practices for using ChatGPT with Excel.*Use ChatGPT to create, debug and explain formulas.*Use ChatGPT to learn how to use Excel features.*Use ChatGPT to automate repetitive tasks in Excel.*Use ChatGPT to easily create macros | Smith Bryan |
| 8/20/2026 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Business Tax Update: OBBBA and Recent Developments (Webinar) (26WX-2427)26WX-2427 | *Recent legislation impacting business taxpayers.*The One Big Beautiful Bill Act.*Extenders legislation update.*Meals and entertainment expense reporting.*Partnership and S corporation update.*Income and deductions | Dilley Steven C |
| 7/22/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Criminal Tax: How CPAs Bring Value to Defense Attorneys (Webinar) (26WX-3632)26WX-3632 | *The common weaknesses in a criminal tax investigation.*The key documents to review (In a sea of thousands of documents).*Crafting questions to recommend in court proceeding. | Nordlander Robert |
| 9/14/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| IRS Penalties and Abatements (Webinar) (26WX-3347)26WX-3347 | *Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penalties.*Rules on waiver of penalties and interests.*Various forms and procedures for requesting relief.*First Time Abatement: Requirements and procedures.*How an individual taxpayer qualifies for Reasonable Cause abatement.*Procedures for requesting refund of paid penalties.*Available administrative options | McLeod Allison M. |
| 9/1/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Introduction to Risk Assessment (Webinar) (26WX-3147)26WX-3147 | *Overview of the risk assessment procedures performed during engagements.*Inquiries, analytical procedures, and observation and inspection techniques. .*Understanding how risk assessment drives engagement planning and supports the development of appropriate audit responses. | Veno Jaclyn M. |
| 8/21/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Navigating IRS Correspondence: Responding to IRS Letters (Webinar) (26WX-0919)26WX-0919 | *Types of IRS letters: General notices, audits, collections, return requests, and errors.*Deadlines for responding to IRS correspondence.*Communication best practices for dealing with the IRS.*Avoiding escalation and penalties through proactive responses.*Ensuring compliance when addressing IRS correspondence.*Real-world examples of successful IRS communications.*Common pitfalls in handling IRS letters and how to avoid them.*Strategies for advising clients on IRS correspondence. | Hourani Mary Jane |
| 5/18/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Financial Planning: Auto and Homeowners Insurance (Webinar) (26WX-2499)26WX-2499 | *Overview of Insurance types .*Overview of Insurance policies and contract sections.*Examples of types of policies and coverages.* | Peters David R. |
| 7/25/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| IRS Penalties and Abatements (Webinar) (26WX-2769)26WX-2769 | *Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penalties.*Rules on waiver of penalties and interests.*Various forms and procedures for requesting relief.*First Time Abatement: Requirements and procedures.*How an individual taxpayer qualifies for Reasonable Cause abatement.*Procedures for requesting refund of paid penalties.*Available administrative options | McLeod Allison M. |
| 8/6/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Partnership/LLC Taxation: Tax Basis Capital Accounts (Webinar) (26WX-2157)26WX-2157 | *Discuss the impact of the Section 199A flow-through entities deduction on partnerships and their partners.*The meaning of a "tax basis capital account".*How the financial accounting and tax capital accounts differ from one another.*Determine a partner's share of the partnership's liabilities.*Distinguish "recourse" loans from "nonrecourse" loans.*What are "qualified nonrecourse financing" loans and how they affect partners.*Section 704 "built-in gain or loss" rules and how they impact Schedule K-1 reporting.*Section 4655 "at risk" rules and how they impact Schedule K-1 reporting | Dilley Steven C |
| 7/10/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Viewing A&A Through the Eyes of a Tax Practitioner (Webinar) (26WX-2675)26WX-2675 | *The role of financial reporting for a myriad of users.*Fundamentals concepts.*Special Purpose Frameworks.*Financial statement analysis.*Cross-functional collaboration | Harper Christopher |
| 8/3/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| An Exhaustive Look at Fraud and Ways to Control It (Webinar) (26WX-2375)26WX-2375 | *Fraudulent acts initiated from outside organizations.*Why internal fraud occurs.*The importance of fighting cyber-fraud.*Steps that verify anti-fraud activities are working | Egnatoff Karl W |
| 7/21/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Comprehensive Accounting and Financial Reporting Update (Webinar) (26WX-2296)26WX-2296 | *CECL for nonfinancial institutions.*Accounting for Paycheck Protection Program loans.*Accounting for web-hosting services.*Revenue recognition.*Leases.*FASB projects in progress. | Henry Allison M. |
| 7/16/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethics: How to Give and Receive Criticism the Right Way (Webinar) (26WX-1081)26WX-1081 | *Entertaining lecture by a professional presenter, illustrated with relevant video clips and photographs, to cover the main points of the webinar.*Writing exercises, so you can see how these lessons apply to your own CPA practice and personal life.*True stories about CPAs and other leaders to show what can happen when apologies and criticism are done right, and the pitfalls of doing them the wrong way | Weinstein Bruce |
| 5/27/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Shortcuts That Excel Users Love (Webinar) (26WX-2838)26WX-2838 | *The power of keyboard shortcuts.*Oft used features with more capability than meets the eye.*New helpful featuresNote: This session is taught using Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor. | Egnatoff Karl W |
| 8/10/2026 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Mastering the Art of Conflict: CPA Transformative Strategies (Webinar) (26WX-2043)26WX-2043 | *Common conflicts CPAs face.*The impacts of having/not having crucial conversations .*Learn your conflict style and how to elevate your conflict capabilities.*Identifying conflict triggers.*Best practices using an integrated approach from Crucial Conversations, Fierce Conversations, and Leading with Questions.*Interviews from CPAs and real-life scenarios they faced and what crucial conversation approaches they used. | |
| 7/6/2026 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| New Common Deficiencies in SSARS Engagements (Webinar) (26WX-3146)26WX-3146 | *Frequent problem areas in preparation, compilation, and review engagements.*The root causes of noncompliance.*Practical approaches firms can use to improve consistency, documentation, and overall engagement performance | Veno Jaclyn M. |
| 8/21/2026 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New AI and Accounting in Retail (Webinar) (26WX-0917)26WX-0917 | *AI-powered personalization and its impact on revenue recognition.*Dynamic pricing models and tax compliance risks.*AI in demand forecasting, inventory valuation, and COGS calculations.*Integration challenges with ERP and POS systems.*Governance, ethics, and auditability of AI decisions.*Data quality, audit trails, and regulatory documentation.*AI-assisted fraud detection, financial controls, and oversight | Wasny Garrett |
| 5/18/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Implementing and Maintaining an Internal Control System (Webinar) (26WX-3453)26WX-3453 | *Control creation and implementation basics.*Implementation and update procedures for an Internal Control system.*Maintaining existing internal controls | Egnatoff Karl W |
| 9/4/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Analyzing Financial Statements (Webinar) (26WX-3552)26WX-3552 | *Balance sheet analysis.*Income statement analysis.*Cash flow statement analysis.*Clues in the notes and MD&A.*Industry nuances | Gohl Keely |
| 9/10/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Retaining Top Talent: Strategies for CPA Firms (Webinar) (26WX-2990)26WX-2990 | *The true cost of turnover versus retention investment.*Research findings on why professionals leave or stay.*Whole-person retention strategies beyond compensation.*Work-life balance solutions that maintain productivity.*Career development paths for non-partner track professionals.*Business model transformations for sustainable staffing.*Technology and outsourcing strategies to reduce burnout.*Retention strategies specific to diverse talent and younger professionals
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| 8/14/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Cybersecurity: Protecting Your Firm's Data and Reputation (Webinar) (26WX-1036)26WX-1036 | *Assessment of the current cybersecurity threat level and vulnerabilities.*Developing your WISP (Written Information Security Program) .*Deploying a password management app (PMA) to fortify the security of your login credentials.*Implementing an incident response plan to minimize the damage from a cybersecurity attack.*Understanding the role of cybersecurity insurance | Higgins John H |
| 5/22/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Selected Ethics Topics (Webinar) (26WX-2361)26WX-2361 | *Stay in compliance with recent ethics standards changes that impact your practice.*Learn about key regulatory changes and initiatives impacting CPAs and the future of the profession.*Discuss emerging issues and standard-setting activity that could affect your practice in the future.*Explore practical applications of the standards and hear about common practice issues and challenges. Examples include private equity, technology, tax planning, audit quality, regulatory enforcement and standard-setting environment.*Learn how failure to follow the standards can result in unwanted regulatory actions and publicity. | Henry Allison M. |
| 7/20/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New The Future of Audit: Technology, Talent and Transformation (Webinar) (26WX-1476)26WX-1476 | *Explore AI, blockchain, and data analytics impact on audits.*Address talent crisis through retention and upskilling strategies.*Navigate PCAOB standards and regulatory sandbox concepts.*Expand audits to include ESG and nonfinancial metrics.*Implement technology solutions for firms of all sizes
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| 6/11/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Al Capone to Cybercrime: The Journey of IRS Special Agents (Webinar) (26WX-2806)26WX-2806 | *Introduction to IRS Criminal Investigation (CI): Overview of its mission, role, and significance in maintaining tax compliance.*Historical Evolution: From its inception in 1919 to its current role, highlighting key milestones and notable cases.*Investigative Techniques and Tools: Detailed look at the methods and technologies used by CI agents to uncover financial crimes.*Importance of IRS CI: Discussion on the impact of CI's work on tax compliance, public confidence, and the broader financial system.*Training of CI Agents: Insight into the rigorous training programs at FLETC and ongoing professional development.*Process of Investigations: Step-by-step breakdown of how tax fraud and money laundering cases are initiated, investigated, and prosecuted. | Nordlander Robert |
| 8/7/2026 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Tax Depreciation: Review and Update (Webinar) (26WX-3483)26WX-3483 | *Recent tax legislation and developments related to capitalization.*Eligible property for Section 179 and Section 168(k).*Discussion of the Section 179 deduction and its use to depreciate real property.*The Section 168(k) deduction and its use to depreciate real property.*Disposition of segments of real property.*Exchanges of tangible personal property after repeal of the like-kind exchange rules.*Other related topics | Dilley Steven C |
| 9/8/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Current Not-for-Profit Fraud Trends (Webinar) (26WX-1232)26WX-1232 | *Best practices for fraud prevention and detection.*Common fraud schemes in nonprofit including cash misappropriation; payroll fraud; vendor fraud; falsified billings; improper use of credit cards or purchase cards; the redirection of cash and non-cash contributions; personal use of assets; the redirection of grant benefits; other grant related fraud; travel and expense reporting fraud; and much more! | Louis Jennifer F |
| 6/2/2026 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Fundamentals of Form 1040: Business (Webinar) (26WX-3679)26WX-3679 | *Self-employment and business income taxation (Schedule C, self-employment tax, business deductions).*Reporting income from pass-through entities (Schedule E, Schedule K-1, Shareholder stock and debt basis on Form 7203).*Application of Form 7217 for capital construction funds.*Best practices for self-employed clients and small business owners.*Key deductions and credits for business owners.*Avoiding common IRS audit triggers related to business income reporting.*Legislative updates impacting business income taxation in the current year | Hourani Mary Jane |
| 9/15/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Generative AI Strategy for Accountants (Webinar) (26WX-3462)26WX-3462 | *Evolution and current state of AI technologies in accounting.*Development of comprehensive AI usage policies and guidelines.*Implementation frameworks for integrating AI into accounting workflows.*Strategic approaches to AI-driven process automation and optimization.*Methods for identifying and capitalizing on AI opportunities.*Best practices for human-AI collaboration in accounting.*Risk management and ethical considerations for AI implementation | Wasny Garrett |
| 9/4/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Smart Formula Selection in Excel: What to Use When (Webinar) (26WX-1357)26WX-1357 | Introduction to Strategic Formula Use:.*Why choosing the right formula matters: clarity, performance, and maintenance.*Common traps: overusing IF, defaulting to familiar tools, ignoring modern functions.*How Excel offers multiple ways to solve the same problem and how to pick wisely.*Conditional Logic and Branching Tools:.*IFS vs SWITCH vs nested IF: comparing readability and structure.*When to simplify logic and how to avoid nested nightmares.*Summarizing Data:.*SUMIFS vs SUMPRODUCT: multiple conditions, weighted sums, totals.*Filtering and Output Control:.*FILTER vs IF + INDEX: dynamic data extraction with vs without Excel 365.*Trade-offs in backward compatibility and ease of use.*Custom Output and Decision Trees:.*CHOOSE vs SWITCH vs LOOKUP: logic trees and category mapping.*Embedded Variables and Reusability:.*LET vs named ranges: clarity and efficiency for long formulas.*Using LAMBDA with LET to create custom functions.*Simplifying and documenting complex calculations.*Best Practices for Formula Selection:.*Criteria for deciding: readability, flexibility, future maintenance.*Tips for avoiding overengineering and formula bloat.* | Smith Bryan |
| 6/6/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethics: 10 Crucial Qualities of High Character CPAs (Webinar) (26WX-2737)26WX-2737 | *Discover why the ten crucial qualities of high-character CPAs are essential to your success.*Learn how to evaluate these qualities in job candidates and why you must do so | Weinstein Bruce |
| 8/5/2026 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Microsoft Teams for CPAs: Unlocking Its Full Potential (Webinar) (26WX-2387)26WX-2387 | *Best practices for organizing your teams and channels.*Understanding the role of Teams and SharePoint integration.*Using Teams to communicate and collaborate externally with clients.*Tips and tricks for managing conversations in Teams.*Leveraging Microsoft Copilot AI in Teams | Higgins John H |
| 7/21/2026 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Microsoft 365 Application Lightning Round Review (Webinar) (26WX-2294)26WX-2294 | *Lightning round review of the following apps, with an explanation and demonstration of what each of them offers.*Teams - the foundation of all that you do in Microsoft 365.*SharePoint / OneDrive - secure cloud storage.*Power BI - the new financial reporting model.*Stream - the YouTube for your organization.*Bookings - streamline your appointment scheduling .*OneNote - get your content organized for quick retrieval .*Lists - create custom list tracking reports.*To Do - consolidate all your Outlook, Planner and general "to do's" in one app.*Planner - manage simple and complex engagements and projects in an intuitive app.*A quick look at many of the remaining apps | Higgins John H |
| 7/16/2026 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Leadershift: Drive Results Through Ethical Performance Management (Webinar) (26WX-3581)26WX-3581 | *How Inspirational leadership is the foundation that ethically drives results.*Simplify the complex: Walk through the Results Model and discover practical how-to examples of execution.*Hacks for getting great results with specific examples you can leverage in your business:.*The How: Empower your people to feel like an owner, managing difficult conversations well, leading with empathy and what that looks like, how it should feel, motivational coaching techniques to get your employee relationships back on track, and unleashing the power of appreciation and gratitude.*The What: Powerful score-carding, transformational goal-setting conversations, and positive accountable follow- up. | |
| 9/11/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| Ethics: How to Run Your Business Well (Webinar) (26WX-0998)26WX-0998 | *The five principles of ethical intelligence.*How to make the right decisions in a range of challenging situations.*The fundamental ethical principal, "Do No Harm" | Weinstein Bruce |
| 5/21/2026 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Individual Tax Update: OBBBA and Recent Developments (Webinar) (26WX-1640)26WX-1640 | *Legislation impacting individual taxpayers.*The One Big Beautiful Bill Act.*Extenders legislation update.*Child tax and dependent care credits.*Section 199A deduction.*Capital gains and losses.*Rental real estate.*Other passive activities losses | Dilley Steven C |
| 6/18/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Todd and Julie Chrisley Go to Prison (Webinar) (26WX-2173)26WX-2173 | *What is bank fraud?.*What is wire fraud?.*Role of financial service professionals in combating tax evasion and white-collar crime.*Red flags indicating of white-collar crimes.*Importance of knowing customers.*Criminal justice proceedings.*Relationship between victim impact and sentencing.*Relationship between loss amounts and sentencing | Paperny Justin |
| 7/11/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Beyond the Basics: Financial Ratios You Might Be Overlooking (Webinar) (26WX-1782)26WX-1782 | *Understanding Cost Behavior and Its Impact on Decision-Making.*Contribution Margin and Break-Even Analysis.*Margin of Safety and Its Role in Risk Management.*Operating Leverage and Financial Sensitivity.*Analyzing Asset Turnover for Operational Efficiency.*Cash Conversion Cycle and Working Capital Insights.*Free Cash Flow Yield as a Valuation Tool | Knight Eric |
| 6/25/2026 | 11:30 a.m. - 12:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Internal Control: Testing for Operating Effectiveness (Webinar) (26WX-1397)26WX-1397 | *Generally accepted audit requirements related to testing controls for operating effectiveness.*Identifying key controls that may prove effective and efficient to test in a control reliance strategy.*Responses when deviations are discovered when evaluating the design or operating effectiveness of internal control.*Leveraging audit evidence available for Service Organization Control (SOC1) Reports.*General computer control considerations when evaluating the design and operating effectiveness of internal control over financial reporting | Louis Jennifer F |
| 6/9/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Microsoft Outlook "Must Know" Email Tips (Webinar) (26WX-2821)26WX-2821 | *Using Quick Parts to streamline message composition.*Eliminating inefficient back and forth appointment scheduling with the Bookings app.*Using category codes and contacts to send bulk emails.*Sending emails to Teams and OneNote.*Organizing your inbox with custom views, rules and folders.*Mastering the search tools to find emails quickly.*Review of key option settings to maximize email productivity. | Higgins John H |
| 8/8/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Taxation of the Cannabis Industry (Webinar) (26WX-1848)26WX-1848 | *Industrial hemp vs. marijuana.*Income definitions under I.R.C. Section 61.*Tax code restrictions: Section 280E and Section 471.*State-specific marijuana laws.*Cash management in cannabis businesses.*Federal court case analysis. | Hourani Mary Jane |
| 6/27/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Introduction to Ethics and Professional Skepticism (Webinar) (26WX-2816)26WX-2816 | *The Code of Ethics for Professional Accountants.*The pressures, opportunities, and rationalizations that lead to instances of fraud. .*Interactive examples to illustrate various scenarios of noncompliance during engagements. | Veno Jaclyn M. |
| 8/7/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Understanding Internal Control Constructs (Webinar) (26WX-1856)26WX-1856 | *Underlying concepts of internal control.*The importance of control measure interdependency | Egnatoff Karl W |
| 6/29/2026 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Not-for-Profit GAAP Update (Webinar) (26WX-2595)26WX-2595 | *Recently issued Financial Accounting Standards Board Accounting Standards Updates (ASUs) impacting NFP financial reporting, along with standard-setting projects currently in the FASB pipeline.*The International Non-Profit Accounting Standard (INPAS)-the first comprehensive global accounting framework designed specifically for non-profit organizations, launched in October 2025. | Galasso Melisa |
| 7/29/2026 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Annual Update for Not-for-Profit Accountants and Auditors (Webinar) (26WX-2787)26WX-2787 | Overview of accounting developments affecting not-for-profit organizations, including recently issued Accounting Standards Updates (ASUs) from the Financial Accounting Standards Board and an introduction to the International Non-Profit Accounting Standard (INPAS).*Auditing and attestation developments from the AICPA, including the next phase of quality management with a focus on monitoring and remediation responsibilities. .*Recent and upcoming standards affecting audit, attestation, and consulting engagements, including updates related to SSAEs, SSARSs, exposure drafts on confirmations and fraud, and changes affecting group audits.* | Galasso Melisa |
| 8/6/2026 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Introduction to Governmental Budgeting (Webinar) (26WX-3476)26WX-3476 | *The basics of governmental budgeting.*Common steps and timeline of the budget process.*What, when and how we should be monitoring the budget throughout the year.*How long-term budgets fit in with the annual budget process. | Romero Alexandria |
| 9/4/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Introduction to Risk Assessment (Webinar) (26WX-1830)26WX-1830 | *Overview of the risk assessment procedures performed during engagements.*Inquiries, analytical procedures, and observation and inspection techniques. .*Understanding how risk assessment drives engagement planning and supports the development of appropriate audit responses. | Veno Jaclyn M. |
| 6/26/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ChatGPT for Accountants: 50+ Use Cases (Webinar) (26WX-3387)26WX-3387 | *Introduction to ChatGPT and artificial intelligence chatbot technologies.*Automating frequently asked questions and the onboarding process.*Verifying and reviewing financial records.*Providing real-time support to clients.*Generating financial reports.*Automating tax return preparation and financial planning.*Providing guidance on financial decision making | Wasny Garrett |
| 9/2/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Fundamentals of Form 1040: Individual (Webinar) (26WX-2925)26WX-2925 | *Form 1040 essentials: filing requirements, due dates, and key schedules.*Filing status, dependency rules, and taxable income sources (wages, investment income).*Adjustments to income, deductions and tax credits (standard vs. itemized deductions, EITC, Child Tax Credit, Education Credits).*Preparer due diligence, Circular 230 compliance and taxpayer rights.*IRS cybersecurity considerations and best practices for taxpayer data security.*Legislative updates | Hourani Mary Jane |
| 8/12/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Cybersecurity: Protecting Your Firm's Data and Reputation (Webinar) (26WX-1277)26WX-1277 | *Assessment of the current cybersecurity threat level and vulnerabilities.*Developing your WISP (Written Information Security Program) .*Deploying a password management app (PMA) to fortify the security of your login credentials.*Implementing an incident response plan to minimize the damage from a cybersecurity attack.*Understanding the role of cybersecurity insurance | Higgins John H |
| 6/3/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| LLCs and S Corporations: A Comparative Analysis (Webinar) (26WX-3532)26WX-3532 | *Comparative analysis of LLCs and S Corporations.*Entity formation, compliance, and operational structures.*Self-employment tax and its implications for LLCs and S Corporations.*Form 2553 preparation and relief for late filings.*Rev. Proc. 2022-19 and Rev. Proc. 2023-3: analysis and application.*S Corporation eligibility errors and corrective measures.*Corporate governance and formalities for both entity types.*Shareholder stock and debt basis for S Corporations.*Forms 1120S, 1065, and related schedules (K-1, K-2, K-3).*Officer reasonable compensation and general partner guaranteed payments.*Audit strategies, estate planning, and business continuation planning | Hourani Mary Jane |
| 9/9/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Fundamentals of Form 1040: Business (Webinar) (26WX-3172)26WX-3172 | *Self-employment and business income taxation (Schedule C, self-employment tax, business deductions).*Reporting income from pass-through entities (Schedule E, Schedule K-1, Shareholder stock and debt basis on Form 7203).*Application of Form 7217 for capital construction funds.*Best practices for self-employed clients and small business owners.*Key deductions and credits for business owners.*Avoiding common IRS audit triggers related to business income reporting.*Legislative updates impacting business income taxation in the current year | Hourani Mary Jane |
| 8/24/2026 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Become a Data Analysis Expert (Webinar) (26WX-1562)26WX-1562 | *Data Analysis Process Flow: An introduction to the Data Analysis Process Flow and how it is your pathway to becoming a Data Analysis Expert.*Data Modeling: A comprehensive discussion of building a data model and calculating metrics.*Data Visualizations: An understanding how visualizations can present data in a more insightful and impactful manner. | Smith Bryan |
| 6/16/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Common Financial Statement Disclosures (Webinar) (26WX-1815)26WX-1815 | *General disclosures about the entity and its environment.*Common critical information useful to financial statement readers for making economic decisions.*Explain results of operations through information that supplements the face financial statements | Louis Jennifer F |
| 6/26/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Numbers to Narrative: Storytelling in Business Communication (Webinar) (26WX-3408)26WX-3408 | *Role of narrative in professional communication.*Situation--complication--resolution framework.*Narrative arcs in business contexts.*Integrating data within a structured story.*Defining tension and resolution logically.*Maintaining accuracy while improving clarity.*Application of storytelling framework to a workplace scenario.* | |
| 9/2/2026 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Common Deficiencies in SSARS Engagements (Webinar) (26WX-1415)26WX-1415 | *Frequent problem areas in preparation, compilation, and review engagements.*The root causes of noncompliance.*Practical approaches firms can use to improve consistency, documentation, and overall engagement performance | Veno Jaclyn M. |
| 6/9/2026 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Unlock the Power of AI With Copilot in Excel (Webinar) (26WX-1864)26WX-1864 | *Introduction to Copilot in Excel.*Automating Tasks and Enhancing Productivity.*Advanced Data Insights with Copilot | Smith Bryan |
| 6/29/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Forensic Accounting: Finding Hidden Treasure in Tax Returns (Webinar) (26WX-3642)26WX-3642 | *The rules of IRS disclosure of tax information.*Understanding the role of IRS transcripts.*Interpreting the actions of the IRS in transcripts.*FOIA requests.*Analyzing tax information and returns for financial leads | Nordlander Robert |
| 9/14/2026 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The CFO Who Went to Prison (Webinar) (26WX-2877)26WX-2877 | *The importance of values.*Identifying success.*Ethical dilemmas.*Mitigation strategies.*Creating tools to help make better decisions.*Personal accountability strategies | Paperny Justin |
| 8/11/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Ethical Performance Management (Webinar) (26WX-3099)26WX-3099 | *Definition and Benefits of Ethical Performance Management.*Setting Standards/Goal setting.*Preparing and Conducting the Appraisal Interview.*Legal Considerations in Performance Management.*Avoiding Rater Bias.*Feedback and Coaching | |
| 8/20/2026 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Forensic Accounting: Finding Hidden Treasure in Tax Returns (Webinar) (26WX-2922)26WX-2922 | *The rules of IRS disclosure of tax information.*Understanding the role of IRS transcripts.*Interpreting the actions of the IRS in transcripts.*FOIA requests.*Analyzing tax information and returns for financial leads | Nordlander Robert |
| 8/12/2026 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| What You Can Learn From the Statement of Cash Flows (Webinar) (26WX-2511)26WX-2511 | *Preparation of the statement of cash flows.*Importance of identifying sources and uses of cash in financial reporting.*Financial statement analysis.*Cash-related financial statement disclosures | |
| 7/27/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| About the TIGTA: Who Watches the IRS? (Webinar) (26WX-2537)26WX-2537 | *The role of TIGTA in the US tax system.*Auditing, investigating, and inspecting and evaluating IRS programs and operations.*Identifying opportunities to improve the administration of tax laws.*Promoting integrity, economy, and efficiency in the tax system.*Responding to requests from Congress and other external stakeholders.*Upholding ethical standards in the accounting profession.*Building trust and confidence in the tax system | Wasny Garrett |
| 7/28/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Building a Better Budget in a Time of Uncertainty (Webinar) (26WX-2749)26WX-2749 | *Budgets vs. Forecasts.*Cyclicality.*Core Earnings & Sustainable Growth.*Identifying Key Forecast Drivers.*Reasonableness in Forecasting.*Approaches to Budgeting.*Budgeting Variances.*Horizontal Analysis.*Flexible Budgeting | Peters David R. |
| 8/5/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Supporting Mental Wellness to Thrive in Work and Life (Webinar) (26WX-2471)26WX-2471 | *Understanding Mental Wellness: Explore how the brain functions and the connection between mental and physical wellness. Learn how stress impacts brain health and overall well-being.*Practical Strategies for Balanced Living: Discover techniques for improving sleep, nutrition, and physical activity to support mental wellness. Learn the importance of setting boundaries, fostering open communication, and building meaningful connections.*Recognizing and Managing Support Needs: Identify when to seek additional support and learn how to integrate self-care practices that promote sustainable mental and emotional health. | Smith Alexis |
| 7/24/2026 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Forensic Accounting: Court-Approved Methods of Proof (Webinar) (26WX-1910)26WX-1910 | *The role of methods of proof in forensic accounting.*The various types of methods of proof approved by the courts.*The weakness and strengths of the methods of proof.*The formulas in calculating methods of proof.*Applying the formulas in various circumstances. | Nordlander Robert |
| 6/30/2026 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Fraud Case Studies: 21st Century Professional Misbehavior (Webinar) (26WX-1355)26WX-1355 | *Salient provisions the AICPA Code of Professional Conduct.*Examination of actual frauds.*Discussion of internal controls that could have prevented or mitigated actual frauds.*Contemplation of epiphanies for your own professional scenarios.*Implications for professional conduct and compliance with professional standards | Harper Christopher |
| 6/6/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
| IRS Penalties and Abatements (Webinar) (26WX-1144)26WX-1144 | *Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penalties.*Rules on waiver of penalties and interests.*Various forms and procedures for requesting relief.*First Time Abatement: Requirements and procedures.*How an individual taxpayer qualifies for Reasonable Cause abatement.*Procedures for requesting refund of paid penalties.*Available administrative options | McLeod Allison M. |
| 5/29/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Making Effective Decisions When You Can't Get What You Want (Webinar) (26WX-2986)26WX-2986 | *Decision-making fundamentals.*Cost-volume-profit refresher.*Optimization analysis.*Constraint mitigation strategies.*Coping with incomplete information.*Solver and other Excel capabilities.*Qualitative considerations | Harper Christopher |
| 8/14/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Finding Errors in Excel Spreadsheets (Webinar) (26WX-3092)26WX-3092 | *Understanding Common Excel Errors: Gain insights into the most common types of errors encountered in Excel, including formula errors, reference errors, and logic errors.*Advanced Formulas and Functions: Learn to use advanced Excel functions and formulas that are crucial for error detection and data analysis.*Data Validation Techniques: Master the art of data validation to prevent errors before they occur. This includes setting up data validation rules and using conditional formatting to highlight potential inaccuracies.*Error Tracing and Auditing Tools: Delve into Excel's auditing tools to trace and fix errors. Learn to use Trace Precedents, Trace Dependents, and the Error Checking tool effectively.* | Smith Bryan |
| 8/20/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How Changes in Business Methods Affects Internal Control (Webinar) (26WX-2587)26WX-2587 | *How is business changing.*What is driving the change and how long will it last.*How specifically is an organizations control system important.*What steps are needed to "keep up" with the upheaval. | Egnatoff Karl W |
| 7/29/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Tax Update: One Big Beautiful Bill (Webinar) (26WX-1183)26WX-1183 | *Individual Taxation: Child Tax Credit expansion and additional senior deduction SALT cap extension.*Income & Adjustments: Tip income exclusion, overtime relief, educator expenses.*Education Incentives: Student loan discharge, 529 plan expansion, new "TRUMP Accounts".*Business Taxation: Bonus depreciation, 199A expansion, interest deduction limits.*Estate & Gift Tax: Increased exemption threshold, charitable deduction changes.*Compliance & Reporting: 1099-K, 1099-NEC and 1099-MISC threshold changes | Hourani Mary Jane |
| 5/30/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| What's Behind the Data? (Webinar) (26WX-1898)26WX-1898 | *Ways in which data and information can be misleading.*Common pitfalls when encountering data.*How to re-evaluate the data to avoid those pitfalls | Gohl Keely |
| 6/30/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Business Tax Update: OBBBA and Recent Developments (Webinar) (26WX-3655)26WX-3655 | *Recent legislation impacting business taxpayers.*The One Big Beautiful Bill Act.*Extenders legislation update.*Meals and entertainment expense reporting.*Partnership and S corporation update.*Income and deductions | Dilley Steven C |
| 9/14/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Common Financial Statement Disclosures (Webinar) (26WX-2383)26WX-2383 | *General disclosures about the entity and its environment.*Common critical information useful to financial statement readers for making economic decisions.*Explain results of operations through information that supplements the face financial statements | Louis Jennifer F |
| 7/21/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Operations Level Internal Control (Webinar) (26WX-2376)26WX-2376 | *An overview of controls that drive procedures.*Considerations for procedural control development.*Understanding and controlling risk that arises when organizations change | Egnatoff Karl W |
| 7/21/2026 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| How SAS Nos. 134-145 Improve Risk-Based Audits (Webinar) (26WX-3066)26WX-3066 | *Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement audits.*Enhanced required by-product communications with management and those charged with governance to promote more reliable financial statements.*Clarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimates.*New definitions and requirements related to identifying and evaluating risks of material misstatement.*Other important matters contained in SAS Nos. 134-145 | Louis Jennifer F |
| 8/19/2026 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| What If Your Client Didn't Take Reasonable Compensation (Webinar) (26WX-2768)26WX-2768 | *Review best practices to help your client evaluate if an S election is an appropriate choice.*How to be proactive and head off common reasonable compensation issues before they happen.*Explore strategies for cash management if cash isn't available at year end.*Explore what's at stake when reasonable compensation isn't paid timely | |
| 8/6/2026 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Spring Tax Update With Steve Dilley (Webinar) (26WX-1273)26WX-1273 | *Update and integration of the most recent tax legislation impacting individual and business taxpayers.*Review of individual and business provisions of the Inflation Reduction Act.*Update on significant individual and business tax developments related to cases and rulings.*Update on earned income credit, child credit, and child and dependent care credit.*Crypto reporting update.*Depreciation changes in Sec. 179 and Sec. 168(k) bonus depreciation.*Tax issues impacting "gig" workers, including Form 1099-K.*Update on partnership and S corporations, including Schedules K-2 and K-3 of Forms 1065 and 1120S related to foreign transactions. | Dilley Steven C |
| 6/3/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Beyond the Basics: Financial Ratios You Might Be Overlooking (Webinar) (26WX-3422)26WX-3422 | *Understanding Cost Behavior and Its Impact on Decision-Making.*Contribution Margin and Break-Even Analysis.*Margin of Safety and Its Role in Risk Management.*Operating Leverage and Financial Sensitivity.*Analyzing Asset Turnover for Operational Efficiency.*Cash Conversion Cycle and Working Capital Insights.*Free Cash Flow Yield as a Valuation Tool | Knight Eric |
| 9/3/2026 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Basic Individual Taxation Course (Webinar) (26WX-3691)26WX-3691 | *Defining Federal Income Taxes.*Computing federal income tax liability.*Calculating adjusted gross income.*Defining Qualifying Child.*Determining filing status.*Calculating the Kiddie Tax.*Standard deduction.*Tax Rates for ordinary income, capital gains, and qualified dividend income.*Cash v. Accrual Method.*Filing deadlines and obtaining extensions | McLeod Allison M. |
| 9/16/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| S Corporations: Calculating Shareholder Basis (Webinar) (26WX-1840)26WX-1840 | *Discuss the calculation of basis when the entity is formed including the impact of contributed property.*Explain the importance of shareholder loans to the entity.*Uses a comprehensive example to illustrate the mechanics of the basis determination process.*Schedule K-1 Basis and Form 7203.*Discuss how basis is impacted by distributions of corporation property.*Explain how basis is impacted by sale/or liquidation of the S corporation interest.*Discuss how S corporation losses impact Form 1040 Schedule E reporting.*Show how to get from the Schedule K-1 information to the basis calculations | Dilley Steven C |
| 6/27/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How AI Fits into the Accounting World (Webinar) (26WX-3566)26WX-3566 | *An overview of AI constructs.*How artificial intelligence is being used by accountants today.*Accounting-centric AI developments on the horizon. | Egnatoff Karl W |
| 9/10/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New From Numbers to Narratives: Mastering Data Analysis for CPAs (Webinar) (26WX-2397)26WX-2397 | The Evolving Role of CPAs in a Data-Driven World.*Why Data Analysis Matters for CPAs.*Key Data Analysis Skills and Concepts for CPAs.*Leveraging Microsoft 365 Tools for Data Analysis.*Building a Data Analytics Mindset | Smith Bryan |
| 7/21/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Common Financial Statement Disclosures (Webinar) (26WX-1240)26WX-1240 | *General disclosures about the entity and its environment.*Common critical information useful to financial statement readers for making economic decisions.*Explain results of operations through information that supplements the face financial statements | Louis Jennifer F |
| 6/2/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Business Partnerships: Managing Supplier Relationships (Webinar) (26WX-2777)26WX-2777 | *Overview of supplier contracts.*Case studies of successful and not-so-successful supplier relationships.*Risk potentials | Peters David R. |
| 8/6/2026 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Ethics, Spirituality, Love and Belonging in the Workplace (Webinar) (26WX-2699)26WX-2699 | *Ethical Frameworks.*Ethical Dilemmas and Decision Making.*Spirituality, Love and Belonging in the Workplace and their influence on Workplace Conduct .* | |
| 8/3/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Exercise Your Ethics: Techniques to Improve Ethical Response (Webinar) (26WX-1694)26WX-1694 | *Explore research for common answers to "what does ethics mean to you?" and examine whether those are valid.*Identify common ethical barriers - reflecting the latest from the ACFE Report to the Nations.*Discover ways to improve ethical response.*Practice, using practical advice from leading thinkers in ethics. | Gohl Keely |
| 6/22/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Ethics: Giving Thanks -- How to Master the Art of Gratitude (Webinar) (26WX-3215)26WX-3215 | *What gratitude is and how expressions of it can vary from culture to culture. .*Several ways you can regularly say "thank you" to valued clients and colleagues. .*Methods for evaluating gratitude in prospective and current employees. | Weinstein Bruce |
| 8/26/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Individual Tax Update: OBBBA and Recent Developments (Webinar) (26WX-3051)26WX-3051 | *Legislation impacting individual taxpayers.*The One Big Beautiful Bill Act.*Extenders legislation update.*Child tax and dependent care credits.*Section 199A deduction.*Capital gains and losses.*Rental real estate.*Other passive activities losses | Dilley Steven C |
| 8/18/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Learning Path Webinar Bundle: Government and Not-for-Profit Specialist (Webinar) (26WX-2680)26WX-2680 | *Yellow Book Ethics | Instructor: Jennifer F. Louis | CPE: 2 | Field of Study: Regulatory Ethics.*Annual Update for Governments and Not-for-Profits | Instructor: Melisa Galasso | CPE: 4 | Field of Study: Accounting (Governmental).*What's Changing in A&A for Governmental Entities | Instructor: Melisa Galasso | CPE: 4 | Field of Study: Accounting (Governmental) | |
| 8/3/2026 | 8 a.m. - 4 p.m. | Online | 10 CPE (10 tech, 0 non-tech) | 2 Ethics |
| An Exhaustive Look at Fraud and Ways to Control It (Webinar) (26WX-3272)26WX-3272 | *Fraudulent acts initiated from outside organizations.*Why internal fraud occurs.*The importance of fighting cyber-fraud.*Steps that verify anti-fraud activities are working | Egnatoff Karl W |
| 8/28/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Implementing and Maintaining an Internal Control System (Webinar) (26WX-1921)26WX-1921 | *Control creation and implementation basics.*Implementation and update procedures for an Internal Control system.*Maintaining existing internal controls | Egnatoff Karl W |
| 7/1/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Common Financial Statement Disclosures (Webinar) (26WX-1031)26WX-1031 | *General disclosures about the entity and its environment.*Common critical information useful to financial statement readers for making economic decisions.*Explain results of operations through information that supplements the face financial statements | Louis Jennifer F |
| 5/22/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Retaining Top Talent: Strategies for CPA Firms (Webinar) (26WX-2426)26WX-2426 | *The true cost of turnover versus retention investment.*Research findings on why professionals leave or stay.*Whole-person retention strategies beyond compensation.*Work-life balance solutions that maintain productivity.*Career development paths for non-partner track professionals.*Business model transformations for sustainable staffing.*Technology and outsourcing strategies to reduce burnout.*Retention strategies specific to diverse talent and younger professionals
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| 7/22/2026 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| What You Can Learn From the Statement of Cash Flows (Webinar) (26WX-1193)26WX-1193 | *Preparation of the statement of cash flows.*Importance of identifying sources and uses of cash in financial reporting.*Financial statement analysis.*Cash-related financial statement disclosures | |
| 6/1/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| S Corporations: Comprehensive walk through of Form 1120S (Webinar) (26WX-1436)26WX-1436 | *Subchapter S status election and compliance requirements.*Relief for late Form 2553 filings under Rev. Proc. 2022-19.*Comparison of Rev. Proc. 2022-19 and Rev. Proc. 2023-3.*I.R.C. Section 1361 and Section 1362 analysis for S Corporation elections.*Corporate governance and formalities compliance.*Shareholder stock and debt basis rules.*Built-in capital gains and other aspects of Form 1120S.*Schedules K-1, K-2, and K-3 preparation and reporting requirements.*Officer reasonable compensation: requirements, advisory strategies, and audit defenses.*S Corporation eligibility errors and corrective measures | Hourani Mary Jane |
| 6/10/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Ethics: Court Orders, Confidentiality and Compliance (Webinar) (26WX-1100)26WX-1100 | *When and how a court order permits disclosure of tax return information under IRC Section 7216 and Section 6713.*The scope and limitations of disclosure under Circular 230 and the Gramm-Leach-Bliley Act (GLBA).*Best practices for responding to court orders while maintaining compliance and minimizing liability.*Risks of over-disclosure and unauthorized communication during mediation proceedings. | Hourani Mary Jane |
| 5/27/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Steps to Stop External Fraud (Webinar) (26WX-3180)26WX-3180 | *Types of external fraud.*Considerations as organizations work to reduce fraud risk.*External fraud and known parties/External fraud unknown perpetrators | Egnatoff Karl W |
| 8/25/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How Recent Auditing Standards Improve Risk-Based Audits (Webinar) (26WX-3696)26WX-3696 | *Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement audits.*Enhanced required by-product communications with management and those charged with governance to promote more reliable financial statements.*Clarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimates.*New definitions and requirements related to identifying and evaluating risks of material misstatement.*Other important matters contained in recent SASs | Louis Jennifer F |
| 9/16/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Overcoming Tech Adoption Challenges in CPA Firms (Webinar) (26WX-2241)26WX-2241 | Five critical technology adoption challenges facing CPA firms today.*Digital maturity assessment models and implementation frameworks.*AI integration strategies for tax, audit, and advisory services.*Cybersecurity considerations and risk management protocols.*Case studies of successful technology transformations in accounting firms | |
| 7/14/2026 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Navigating IRS Authorizations: Form 2848 and Form 8821 (Webinar) (26WX-1979)26WX-1979 | *Overview of IRS Power of Attorney (POA) rules.*Form 2848: Authority to Represent Clients before the IRS.*Form 8821: Accessing Tax Information Without Representation.*Identifying errors and compliance risks in POA filings.*Rules for revoking or updating POA authorizations.*Managing authorizations through the CAF system.*Electronic submissions and the IRS online authorization process.*Ethical responsibilities when holding a POA. | Hourani Mary Jane |
| 7/2/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| A Working Parent's Guide to Prioritizing Mental Wellness (Webinar) (26WX-1651)26WX-1651 | *Challenging Cultural Expectations and Managing Stress: Explore the impact of societal pressures and develop strategies to counter unrealistic expectations while managing stress effectively.*Prioritizing Self-Care and Physical Well-Being: Learn the importance of self-care, including sleep, exercise, relaxation, and setting boundaries, as well as understanding the critical connection between physical and mental health.*Seeking Support and Building Resilience: Recognize when to seek help -whether through therapy, friends, or family- and develop skills to build resilience, create flexible work arrangements, and identify when additional support, such as professional intervention, is needed. | Smith Alexis |
| 6/19/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Schedule K-1: What is it and What Do I Do With it? (Webinar) (26WX-2671)26WX-2671 | *Overview of Schedule K-1 for Partnerships, S Corporations, and Estates/Trusts.*Reporting Schedule K-1 information on Form 1040.*Basis limitations, loss limitations, and material participation rules.*Qualified Business Income (QBI) Deduction and Schedule K-1 integration.*Schedules K-2 and K-3 requirements | Hourani Mary Jane |
| 8/3/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| S Corporations: Comprehensive walk through of Form 1120S (Webinar) (26WX-1903)26WX-1903 | *Subchapter S status election and compliance requirements.*Relief for late Form 2553 filings under Rev. Proc. 2022-19.*Comparison of Rev. Proc. 2022-19 and Rev. Proc. 2023-3.*I.R.C. Section 1361 and Section 1362 analysis for S Corporation elections.*Corporate governance and formalities compliance.*Shareholder stock and debt basis rules.*Built-in capital gains and other aspects of Form 1120S.*Schedules K-1, K-2, and K-3 preparation and reporting requirements.*Officer reasonable compensation: requirements, advisory strategies, and audit defenses.*S Corporation eligibility errors and corrective measures | Hourani Mary Jane |
| 6/30/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Bookkeeper Goes to Prison (Webinar) (26WX-2846)26WX-2846 | *Career choices.*Ethical dilemmas.*Judicial proceedings.*Mitigation strategies.*Creating tools to help make better decisions.*Atonement and reconciliation | Paperny Justin |
| 8/10/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Accounting for the Gig Economy (Webinar) (26WX-1401)26WX-1401 | *Characteristics unique to the gig economy.*Independent contractor and employee classification considerations.*Recordkeeping considerations for independent contractors.*Accounting and reporting issues for gig economy participants.*Audit and attestation for clients who participate in the gig economy.*Tax and regulatory considerations.*The CPA as a trusted advisor for independent contractors | Harper Christopher |
| 6/9/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Leadershift Ethics: Things Must Change! (Webinar) (26WX-3028)26WX-3028 | *The litmus test for all of your decisions and actions.*Ethical principles when managing through change.*Pressures that threaten ethical change management.*Case studies of what can go sideways when ethics are not part of every stage of change.*Winning strategies for ethical self-regulation | |
| 8/18/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Fraud Case Studies: 21st Century Professional Misbehavior (Webinar) (26WX-3195)26WX-3195 | *Salient provisions the AICPA Code of Professional Conduct.*Examination of actual frauds.*Discussion of internal controls that could have prevented or mitigated actual frauds.*Contemplation of epiphanies for your own professional scenarios.*Implications for professional conduct and compliance with professional standards | Harper Christopher |
| 8/25/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
| Forensic Accounting: Court-Approved Methods of Proof (Webinar) (26WX-3113)26WX-3113 | *The role of methods of proof in forensic accounting.*The various types of methods of proof approved by the courts.*The weakness and strengths of the methods of proof.*The formulas in calculating methods of proof.*Applying the formulas in various circumstances. | Nordlander Robert |
| 8/20/2026 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Understanding Internal Control Constructs (Webinar) (26WX-3546)26WX-3546 | *Underlying concepts of internal control.*The importance of control measure interdependency | Egnatoff Karl W |
| 9/10/2026 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Forensic Accounting: When the Office is a Crime Scene (Webinar) (26WX-3712)26WX-3712 | *A step-by-step process from the initial client phone call to you writing a report of your findings for any civil or criminal actions that may be pursued.*How to advise your client in approaching an allegation of embezzlement.*What pitfalls may arise in finding the truth.*The best practices to ensure that the evidence is preserved properly for potential civil or criminal actions | Nordlander Robert |
| 9/16/2026 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Managerial Accounting: Your Prescription for Better Decision (Webinar) (26WX-2921)26WX-2921 | *Target profit and Break-even analysis.*Relevant costs and decision-making.*Standard costs and variances.*Activity-based costing.*Segment reporting and analysis.*Budgeting. | Harper Christopher |
| 8/12/2026 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Microsoft 365 Application Lightning Round Review (Webinar) (26WX-2918)26WX-2918 | *Lightning round review of the following apps, with an explanation and demonstration of what each of them offers.*Teams - the foundation of all that you do in Microsoft 365.*SharePoint / OneDrive - secure cloud storage.*Power BI - the new financial reporting model.*Stream - the YouTube for your organization.*Bookings - streamline your appointment scheduling .*OneNote - get your content organized for quick retrieval .*Lists - create custom list tracking reports.*To Do - consolidate all your Outlook, Planner and general "to do's" in one app.*Planner - manage simple and complex engagements and projects in an intuitive app.*A quick look at many of the remaining apps | Higgins John H |
| 8/12/2026 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Unlocking Deep Secrets: Case Studies in Financial Analysis (Webinar) (26WX-1267)26WX-1267 | *Overview of financial statement analysis.*The impact of GAAP on financial analysis.*Overview of the Balance Sheet.*Overview of the Income Statement.*The importance of the Statement of Cash Flows.*Common Size Analysis.*Trend Analysis.*Profitability Ratio Analysis.*Liquidity Ratio Analysis.*Solvency Ratio Analysis | Knight Eric |
| 6/3/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Managing Current Fraud Trends in a Shifting Environment (Webinar) (26WX-1531)26WX-1531 | *Summary of the impact of fraud on entities worldwide.*Common fraud schemes and typical median losses that result.*How smaller entity fraud risk differs from those of larger entities.*The statistical profile of the most common fraud perpetrator.*The most effective methods for preventing and detecting fraud.*Cybersecurity risk management trends and best practices. | Louis Jennifer F |
| 6/15/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Navigating IRS Authorizations: Form 2848 and Form 8821 (Webinar) (26WX-3617)26WX-3617 | *Overview of IRS Power of Attorney (POA) rules.*Form 2848: Authority to Represent Clients before the IRS.*Form 8821: Accessing Tax Information Without Representation.*Identifying errors and compliance risks in POA filings.*Rules for revoking or updating POA authorizations.*Managing authorizations through the CAF system.*Electronic submissions and the IRS online authorization process.*Ethical responsibilities when holding a POA. | Hourani Mary Jane |
| 9/12/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Reasonable Compensation for S Corps (Webinar) (26WX-1321)26WX-1321 | *Explain the payroll tax advantage of taking distributions over wages.*Review key court cases that shape todays reasonable compensation landscape.*How to use court factors to stress test reasonable compensation.*Best practices for determining reasonable compensation.*Review of the IRS's enforcement on reasonable compensation; past, present and future | |
| 6/5/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Corporate Transparency Act Developments (Webinar) (26WX-3666)26WX-3666 | *Background of the Corporate Transparency Act.*Beneficial Ownership Information Reporting (BOIR) Rule .*Entities required to report.*Reporting requirements imposed by the CTA.*Due dates of reports.*Information needed to satisfy the BOIR.*Impact of failure to report.*How to submit a report.*Court rulings on CTA's unconstitutionality.*Implications to entities as a result of the ruling in NSB.*Potential reporting requirements due to FinCen's proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers. | McLeod Allison M. |
| 9/15/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Monthly Federal Tax Updates: July 2026 (Webinar) (26WX-2211)26WX-2211 | *Current individual tax issues.*Current business entity tax issues.*Any current tax legislation occurring during the period.*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues | McLeod Allison M. |
| 7/13/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Calculating the Retirement Need (Webinar) (26WX-1182)26WX-1182 | *Overview of retirement expenses and needs.*Overview of risk tolerance, time value of money and retirement planning factors.*Examples of client retirement situations | Peters David R. |
| 5/30/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Numbers to Narrative: Storytelling in Business Communication (Webinar) (26WX-1019)26WX-1019 | *Role of narrative in professional communication.*Situation--complication--resolution framework.*Narrative arcs in business contexts.*Integrating data within a structured story.*Defining tension and resolution logically.*Maintaining accuracy while improving clarity.*Application of storytelling framework to a workplace scenario.* | |
| 5/21/2026 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Forensic Accounting: Finding Hidden Treasure in Tax Returns (Webinar) (26WX-1128)26WX-1128 | *The rules of IRS disclosure of tax information.*Understanding the role of IRS transcripts.*Interpreting the actions of the IRS in transcripts.*FOIA requests.*Analyzing tax information and returns for financial leads | Nordlander Robert |
| 5/28/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Volume to Value: A New Era of Precision Hiring in Accounting (Webinar) (26WX-2136)26WX-2136 | The shift from volume to precision hiring.*Why firms are moving to targeted, competency-based hiring.*Talent market impacts and competitive hiring realities.*AI in recruiting: practical use cases and implications.*Where AI tools commonly support hiring workflows.*Benefits and limitations of AI-enabled screening and assessment.*The skills mismatch in accounting hiring.*Why critical thinking and professional communication gaps persist.*Why traditional hiring methods miss these competencies.*The new competency hierarchy for high performers.*Defining and prioritizing the competencies that drive results.*AI ethics awareness and professional judgment in an AI-enabled workplace.*Assessment methods for precision hiring.*Structured behavioral interviewing and scoring rubrics.*Work simulations, case presentations, and client scenarios.*Using AI-enabled assessments responsibly and consistently.*Metrics and ROI: evaluating success.*Quality-of-hire measures (performance, ramp time, manager satisfaction).*Retention and turnover measures.*Efficiency measures (time-to-fill, cost-to-fill) and how to balance them.*Implementation roadmap.*A phased approach to adopting precision hiring (foundation → expansion → optimization)-- Building governance, documentation, and consistency for scalability | |
| 7/9/2026 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Accountants and Malpractice: Can We Get Sued for This? (Webinar) (26WX-2605)26WX-2605 | *How accountant liability is a very real threat in today's litigious society.*A discussion of scenarios in which accounting professionals can find themselves inadvertently involved in a lawsuit.*Pitfalls in which the accountant may find him- or her- self while dealing with clients.*Real-life examples from the speaker's extensive experience as a practitioner and as an expert witness in accounting malpractice cases. | McLeod Allison M. |
| 7/30/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New From Numbers to Narratives: Mastering Data Analysis for CPAs (Webinar) (26WX-2784)26WX-2784 | The Evolving Role of CPAs in a Data-Driven World.*Why Data Analysis Matters for CPAs.*Key Data Analysis Skills and Concepts for CPAs.*Leveraging Microsoft 365 Tools for Data Analysis.*Building a Data Analytics Mindset | Smith Bryan |
| 8/6/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Monthly Federal Tax Updates: July 2026 (Webinar) (26WX-2366)26WX-2366 | *Current individual tax issues.*Current business entity tax issues.*Any current tax legislation occurring during the period.*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues | McLeod Allison M. |
| 7/20/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Criminal Tax: How CPAs Bring Value to Defense Attorneys (Webinar) (26WX-2056)26WX-2056 | *The common weaknesses in a criminal tax investigation.*The key documents to review (In a sea of thousands of documents).*Crafting questions to recommend in court proceeding. | Nordlander Robert |
| 7/7/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Al Capone to Cybercrime: The Journey of IRS Special Agents (Webinar) (26WX-0983)26WX-0983 | *Introduction to IRS Criminal Investigation (CI): Overview of its mission, role, and significance in maintaining tax compliance.*Historical Evolution: From its inception in 1919 to its current role, highlighting key milestones and notable cases.*Investigative Techniques and Tools: Detailed look at the methods and technologies used by CI agents to uncover financial crimes.*Importance of IRS CI: Discussion on the impact of CI's work on tax compliance, public confidence, and the broader financial system.*Training of CI Agents: Insight into the rigorous training programs at FLETC and ongoing professional development.*Process of Investigations: Step-by-step breakdown of how tax fraud and money laundering cases are initiated, investigated, and prosecuted. | Nordlander Robert |
| 5/20/2026 | 10:30 a.m. - 2:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| An Exhaustive Look at Fraud and Ways to Control It (Webinar) (26WX-2145)26WX-2145 | *Fraudulent acts initiated from outside organizations.*Why internal fraud occurs.*The importance of fighting cyber-fraud.*Steps that verify anti-fraud activities are working | Egnatoff Karl W |
| 7/10/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Hot Topics Audit and Attest Update (Webinar) (26WX-1668)26WX-1668 | *Recent quality improvements to the SASs and SSARs.*Other matters that should be on your radar.* | Louis Jennifer F |
| 6/19/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Beyond the Basics: Financial Ratios You Might Be Overlooking (Webinar) (26WX-2258)26WX-2258 | *Understanding Cost Behavior and Its Impact on Decision-Making.*Contribution Margin and Break-Even Analysis.*Margin of Safety and Its Role in Risk Management.*Operating Leverage and Financial Sensitivity.*Analyzing Asset Turnover for Operational Efficiency.*Cash Conversion Cycle and Working Capital Insights.*Free Cash Flow Yield as a Valuation Tool | Knight Eric |
| 7/15/2026 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New AI and Accounting in Construction (Webinar) (26WX-2095)26WX-2095 | *Overview of AI adoption in construction.*Predictive analytics and risk management.*AI-integrated Building Information Modeling (BIM).*Real-time compliance and financial reporting.*Taxation challenges in AI-driven construction.*AI in project scheduling, supply chains, and quality control.*Regulatory frameworks and ethical AI use in audits | Wasny Garrett |
| 7/8/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Forensic Accounting: Crafting Expert Reports (Webinar) (26WX-1045)26WX-1045 | *Introduction to Forensic Accounting: Gain an understanding of the fundamentals, roles, and responsibilities of forensic accountants in uncovering financial discrepancies, fraud, and economic damages.*Maintain Ethical Integrity: Learn the importance of ethics in forensic accounting and strategies for ethical decision-making.*Expert Report Preparation: Learn the essential components, best practices, and common pitfalls in writing clear, concise, and objective expert reports for legal proceedings.*Investigation Report Writing: Explore the methodologies for conducting investigations, gathering evidence, and crafting thorough and accurate investigation reports.*Economic Damages Writing: Understand the methodologies and best practices for calculating economic damages, including lost profits, business valuation, and other financial impacts.*Reviewing Investigation Reports and Economic Damages: Analyze real-world examples to review and critique investigation reports and damage calculations, highlighting key insights and lessons learned. | Nordlander Robert |
| 5/22/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| An Exhaustive Look at Fraud and Ways to Control It (Webinar) (26WX-0904)26WX-0904 | *Fraudulent acts initiated from outside organizations.*Why internal fraud occurs.*The importance of fighting cyber-fraud.*Steps that verify anti-fraud activities are working | Egnatoff Karl W |
| 5/18/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Behavioral Finance Biases (Webinar) (26WX-2037)26WX-2037 | *Overview of biases and standard of living risk.*Overview of difference between emotional and processing biases.*Examples of various real life examples and case studies | Peters David R. |
| 7/6/2026 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Exploring Internal Controls That Could Have Prevented Frauds (Webinar) (26WX-1781)26WX-1781 | *Examination of actual frauds.*Discussion of internal controls that could have prevented the frauds.*Contemplation of epiphanies for your own professional scenarios | |
| 6/25/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Mining Your Firm Client Database for Revenue (Webinar) (26WX-2723)26WX-2723 | *How accounting and tax professionals can transform dormant data into dynamic growth. When leveraged strategically, your client base becomes more than a list --it becomes a roadmap to higher-value services, expanded engagements, and greater long-term retention.*How to audit client records, segment strategically, and surface needs that often go unmet --all without adding complexity or compromising relationships.*Using the data you already own and relationships you have already built to drive smarter growth. | Meilke Gaynor |
| 8/4/2026 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Securing Your Data With a Password Management App (Webinar) (26WX-3357)26WX-3357 | *Introduction to the world of password management apps and what makes them so secure.*Review and demonstration of top selling password management apps.*Software features that will be reviewed.*Password generation.*Emergency user access.*Entity vs. individual password management.*Desktop vs. cloud based.*Multi device synchronization.*PII (personally identifiable information) forms filler.*Credit card storage.*Digital data vault | Higgins John H |
| 9/1/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Tax Implications of Retirement Plan Distributions (Webinar) (26WX-2348)26WX-2348 | *Required minimum distributions for a deceased's heirs.*2025 retirement plan contribution limits.*Required minimum distributions and contributions to charity.*Key provisions of Secure Act 2.0 | Dilley Steven C |
| 7/20/2026 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Managerial Accounting: Your Prescription for Better Decision (Webinar) (26WX-1378)26WX-1378 | *Target profit and Break-even analysis.*Relevant costs and decision-making.*Standard costs and variances.*Activity-based costing.*Segment reporting and analysis.*Budgeting. | Harper Christopher |
| 6/8/2026 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Executive Presence, Personal Brand: Structure Your Narrative (Webinar) (26WX-1685)26WX-1685 | *Components of executive presence.*Audience-centered elevator pitch structure.*Professional value proposition framework.*Structuring a concise executive biography.*Aligning personal narrative with organizational value.*Common pitfalls in professional self-presentation.*Application and refinement exercise.* | |
| 6/20/2026 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Tax Implications of Retirement Plan Distributions (Webinar) (26WX-1002)26WX-1002 | *Required minimum distributions for a deceased's heirs.*2025 retirement plan contribution limits.*Required minimum distributions and contributions to charity.*Key provisions of Secure Act 2.0 | Dilley Steven C |
| 5/21/2026 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Ethics: How to Give and Receive Criticism the Right Way (Webinar) (26WX-2790)26WX-2790 | *Entertaining lecture by a professional presenter, illustrated with relevant video clips and photographs, to cover the main points of the webinar.*Writing exercises, so you can see how these lessons apply to your own CPA practice and personal life.*True stories about CPAs and other leaders to show what can happen when apologies and criticism are done right, and the pitfalls of doing them the wrong way | Weinstein Bruce |
| 8/7/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Tax Implications of Retirement Plan Distributions (Webinar) (26WX-1657)26WX-1657 | *Required minimum distributions for a deceased's heirs.*2025 retirement plan contribution limits.*Required minimum distributions and contributions to charity.*Key provisions of Secure Act 2.0 | Dilley Steven C |
| 6/19/2026 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Business Partnerships: Managing Supplier Relationships (Webinar) (26WX-3467)26WX-3467 | *Overview of supplier contracts.*Case studies of successful and not-so-successful supplier relationships.*Risk potentials | Peters David R. |
| 9/4/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| What's Behind the Data? (Webinar) (26WX-2880)26WX-2880 | *Ways in which data and information can be misleading.*Common pitfalls when encountering data.*How to re-evaluate the data to avoid those pitfalls | Gohl Keely |
| 8/11/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Seeing Beyond the Numbers: Analysis for CFOs and Controllers (Webinar) (26WX-3285)26WX-3285 | *Purpose of Financial Statement Analysis.*Comparing Actuals vs. Expectations & Benchmarking.*Case Studies 1 & 2.*Ratio Analysis.*Case Study 3.*Analysis of Statement of Cash Flows.*Case Studies 4 & 5.*Other Uses of Ratios | Peters David R. |
| 8/28/2026 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Comprehensive Accounting and Financial Reporting Update (Webinar) (26WX-2717)26WX-2717 | *CECL for nonfinancial institutions.*Accounting for Paycheck Protection Program loans.*Accounting for web-hosting services.*Revenue recognition.*Leases.*FASB projects in progress. | Henry Allison M. |
| 8/4/2026 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New No Tax on Overtime: Payroll Compliance (Webinar) (26WX-2232)26WX-2232 | *Overview of the Fair Labor Standards Act (FLSA) overtime provisions.*Definition of a "workweek" and the 40-hour threshold.*Time-and-a-half requirement and exclusions from overtime pay.*Exempt vs. nonexempt employee classifications (executive, administrative, professional, and industry-specific exemptions).*Excluded payments (discretionary bonuses, reimbursements, retirement contributions).*Step-by-step calculation examples for different compensation structures.*Best practices for documentation and payroll systems.*Case studies illustrating misclassification and miscalculation issues | Hourani Mary Jane |
| 7/14/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: Giving Thanks -- How to Master the Art of Gratitude (Webinar) (26WX-1969)26WX-1969 | *What gratitude is and how expressions of it can vary from culture to culture. .*Several ways you can regularly say "thank you" to valued clients and colleagues. .*Methods for evaluating gratitude in prospective and current employees. | Weinstein Bruce |
| 7/2/2026 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Avoiding the Most Misapplied Audit Concepts (Webinar) (26WX-1693)26WX-1693 | *Risk Assessment - Properly assessing inherent, control, and detection risk on an engagement, and linking the results to an appropriately tailored detailed audit plan based on risk assessment and client service goals, regardless of entity type.*Substantive Analytics- Leveraging strong substantive analytic procedures as audit evidence to cut back on tests of details.*Selecting items to test common misunderstandings related to designing, performing and concluding on tests of details, including sampling.*Identifying and Evaluating Internal Control Deficiencies - Emphasizing the importance of identifying both design and operating effectiveness deficiencies during the course of the audit, and how to properly categorize deficiencies as inconsequential, significant or material for impact on the audit or required communications with management and those charged with governance. | Louis Jennifer F |
| 6/22/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Comprehensive Accounting and Financial Reporting Update (Webinar) (26WX-2098)26WX-2098 | *CECL for nonfinancial institutions.*Accounting for Paycheck Protection Program loans.*Accounting for web-hosting services.*Revenue recognition.*Leases.*FASB projects in progress. | Henry Allison M. |
| 7/8/2026 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Coping With the Growth of Online Fraud (Webinar) (26WX-1422)26WX-1422 | *The actuation of online and other cyber frauds.*Fraudulent acts that are initiated electronically.*Automated and employee driven methods that can reduce cyber-fraud risk | Egnatoff Karl W |
| 6/10/2026 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Ethics: Court Orders, Confidentiality and Compliance (Webinar) (26WX-2127)26WX-2127 | *When and how a court order permits disclosure of tax return information under IRC Section 7216 and Section 6713.*The scope and limitations of disclosure under Circular 230 and the Gramm-Leach-Bliley Act (GLBA).*Best practices for responding to court orders while maintaining compliance and minimizing liability.*Risks of over-disclosure and unauthorized communication during mediation proceedings. | Hourani Mary Jane |
| 7/9/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Entertainment, Meals and Travel Expenses: Review and Update (Webinar) (26WX-1729)26WX-1729 | *Definition of what qualifies as an entertainment expense.*Strategies to deduct business entertainment expenses.*Deductibility of meals.*Situations not subject to the 50% meals and entertainment reduction.*How to handle automobile issues related to employer-provided parking.*Proper accounting for deductible vs. non-deductible expenditures.*The four steps to analyze business expenses.*The latest federal legislation, cases and rulings | Dilley Steven C |
| 6/23/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Managerial Accounting: Your Prescription for Better Decision (Webinar) (26WX-0981)26WX-0981 | *Target profit and Break-even analysis.*Relevant costs and decision-making.*Standard costs and variances.*Activity-based costing.*Segment reporting and analysis.*Budgeting. | Harper Christopher |
| 5/20/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Implementing and Maintaining an Internal Control System (Webinar) (26WX-2280)26WX-2280 | *Control creation and implementation basics.*Implementation and update procedures for an Internal Control system.*Maintaining existing internal controls | Egnatoff Karl W |
| 7/16/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Navigating IRS Correspondence: Responding to IRS Letters (Webinar) (26WX-1977)26WX-1977 | *Types of IRS letters: General notices, audits, collections, return requests, and errors.*Deadlines for responding to IRS correspondence.*Communication best practices for dealing with the IRS.*Avoiding escalation and penalties through proactive responses.*Ensuring compliance when addressing IRS correspondence.*Real-world examples of successful IRS communications.*Common pitfalls in handling IRS letters and how to avoid them.*Strategies for advising clients on IRS correspondence. | Hourani Mary Jane |
| 7/2/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Introduction to Risk Assessment (Webinar) (26WX-2080)26WX-2080 | *Overview of the risk assessment procedures performed during engagements.*Inquiries, analytical procedures, and observation and inspection techniques. .*Understanding how risk assessment drives engagement planning and supports the development of appropriate audit responses. | Veno Jaclyn M. |
| 7/7/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Partnership/LLC Taxation: Tax Basis Capital Accounts (Webinar) (26WX-2944)26WX-2944 | *Discuss the impact of the Section 199A flow-through entities deduction on partnerships and their partners.*The meaning of a "tax basis capital account".*How the financial accounting and tax capital accounts differ from one another.*Determine a partner's share of the partnership's liabilities.*Distinguish "recourse" loans from "nonrecourse" loans.*What are "qualified nonrecourse financing" loans and how they affect partners.*Section 704 "built-in gain or loss" rules and how they impact Schedule K-1 reporting.*Section 4655 "at risk" rules and how they impact Schedule K-1 reporting | Dilley Steven C |
| 8/13/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Common Financial Statement Disclosures (Webinar) (26WX-1654)26WX-1654 | *General disclosures about the entity and its environment.*Common critical information useful to financial statement readers for making economic decisions.*Explain results of operations through information that supplements the face financial statements | Louis Jennifer F |
| 6/19/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Calculating the Retirement Need (Webinar) (26WX-1823)26WX-1823 | *Overview of retirement expenses and needs.*Overview of risk tolerance, time value of money and retirement planning factors.*Examples of client retirement situations | Peters David R. |
| 6/26/2026 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| How Recent Auditing Standards Improve Risk-Based Audits (Webinar) (26WX-2739)26WX-2739 | *Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement audits.*Enhanced required by-product communications with management and those charged with governance to promote more reliable financial statements.*Clarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimates.*New definitions and requirements related to identifying and evaluating risks of material misstatement.*Other important matters contained in recent SASs | Louis Jennifer F |
| 8/5/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| ChatGPT and Advanced Accounting Research (Webinar) (26WX-2175)26WX-2175 | *The accounting research transformation: Comparing Google vs. AI methodologies.*AI ecosystems and specialized models for accounting applications.*Advanced prompt engineering techniques for financial and tax research.*AI-powered search engines and deep research platforms for accounting professionals .*AI as an ideation and thinking partner for complex accounting problems .*Specialized accounting research tools and AI superstores.*Persona priming and P&P stacking methodologies for optimal AI interactions.*Ethical considerations and limitations of AI in accounting research.*The compliance chess effect: AI's impact on tax planning and regulatory response.*AI-driven automation for regulatory updates and compliance monitoring | Wasny Garrett |
| 7/11/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Steps to Stop External Fraud (Webinar) (26WX-2820)26WX-2820 | *Types of external fraud.*Considerations as organizations work to reduce fraud risk.*External fraud and known parties/External fraud unknown perpetrators | Egnatoff Karl W |
| 8/8/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Professional Ethical Considerations for CPAs (Webinar) (26WX-0970)26WX-0970 | *Core principles of any Code of Professional Conduct applicable to all CPAs, including conflicts of interest, preparing and reporting information, competence, confidential information, and more.*The importance of maintaining independence for CPAs in public practice, especially when also performing nonattest services for the attest client .*Comparing and contrasting various ethical standards, including those promulgated by the AICPA, PCAOB, and international bodies | Louis Jennifer F |
| 5/20/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| The Leadership Skills of Tomorrow: Delegate and Listen (Webinar) (26WX-1481)26WX-1481 | *Three levels of listening.*Strategies to remain focused.*Building trust through listening.*Tactics to practice the Titanium Rule.*Delegating with confidence.*Establishing an accountability system | |
| 6/12/2026 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Introduction to Governmental Budgeting (Webinar) (26WX-1744)26WX-1744 | *The basics of governmental budgeting.*Common steps and timeline of the budget process.*What, when and how we should be monitoring the budget throughout the year.*How long-term budgets fit in with the annual budget process. | Romero Alexandria |
| 6/23/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Exercise Your Ethics: Techniques to Improve Ethical Response (Webinar) (26WX-1432)26WX-1432 | *Explore research for common answers to "what does ethics mean to you?" and examine whether those are valid.*Identify common ethical barriers - reflecting the latest from the ACFE Report to the Nations.*Discover ways to improve ethical response.*Practice, using practical advice from leading thinkers in ethics. | Gohl Keely |
| 6/10/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Building a Better Budget in a Time of Uncertainty (Webinar) (26WX-1547)26WX-1547 | *Budgets vs. Forecasts.*Cyclicality.*Core Earnings & Sustainable Growth.*Identifying Key Forecast Drivers.*Reasonableness in Forecasting.*Approaches to Budgeting.*Budgeting Variances.*Horizontal Analysis.*Flexible Budgeting | Peters David R. |
| 6/15/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| What You Can Learn From the Statement of Cash Flows (Webinar) (26WX-2911)26WX-2911 | *Preparation of the statement of cash flows.*Importance of identifying sources and uses of cash in financial reporting.*Financial statement analysis.*Cash-related financial statement disclosures | |
| 8/12/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Current Cybersecurity Risk Management Trends (Webinar) (26WX-3587)26WX-3587 | *Overview of current cybersecurity threats and how to mitigate data breach risk.*Describe how to avoid malware and other security threats | Louis Jennifer F |
| 9/11/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Mastering Partnership Basis: Inside and Outside Basis (Webinar) (26WX-2289)26WX-2289 | *Explain the use of both "inside" and "outside" basis determination.*How to calculate tax basis capital accounts, including when the entity is formed, including the impact of contributed property.*Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis.*Explanation of how basis is impacted distributions and by sale and/or liquidation of the partnership interest.*Comprehensive example to illustrate the mechanics of the basis determination process. | Dilley Steven C |
| 7/16/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Learning Path Webinar Bundle: Staff Accountant Core Foundations (Webinar) (26WX-1948)26WX-1948 | *Compilation Preparation and Review Basics and Peer Reviews | Instructor: Allison M. Henry | CPE: 2 | Field of Study: Accounting.*Basic Individual Taxation Course | Instructor: Allison M. McLeod | CPE: 2 | Field of Study: Taxes.*Finding Errors in Excel Spreadsheets | Instructor: Bryan L. Smith | CPE: 2 | Field of Study: Auditing.*Keeping Up with the FASB | Instructor: Dr. Christopher J. Harper | CPE: 2 | Field of Study: Accounting.*What You Can Learn From the Statement of Cash Flows | Instructor: Dr. Christopher J. Harper | CPE: 2 | Field of Study: Accounting | |
| 7/1/2026 | 8 a.m. - 4 p.m. | Online | 10 CPE (10 tech, 0 non-tech) | |
| ChatGPT and IRS Taxation Law Research (Webinar) (26WX-0911)26WX-0911 | *Utilizing ChatGPT for IRS Tax Law Research: Principles and Practices.*Navigating IRS Databases Using Advanced AI Techniques.*Using IRS Prompt Templates: In-depth Analysis and Application.*ChatGPT in Action: Case Studies and Real-World Scenarios.*Exploring IRS Tax Laws: Strategies, Loopholes, and Compliance.*Error Prevention and Correction in Tax Law Research.*Future Trends: AI's Evolving Role in Taxation and Accounting | Wasny Garrett |
| 5/18/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Forensic Accounting: Court-Approved Methods of Proof (Webinar) (26WX-2721)26WX-2721 | *The role of methods of proof in forensic accounting.*The various types of methods of proof approved by the courts.*The weakness and strengths of the methods of proof.*The formulas in calculating methods of proof.*Applying the formulas in various circumstances. | Nordlander Robert |
| 8/4/2026 | 11:30 a.m. - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Schedule K-1: What is it and What Do I Do With it? (Webinar) (26WX-0920)26WX-0920 | *Overview of Schedule K-1 for Partnerships, S Corporations, and Estates/Trusts.*Reporting Schedule K-1 information on Form 1040.*Basis limitations, loss limitations, and material participation rules.*Qualified Business Income (QBI) Deduction and Schedule K-1 integration.*Schedules K-2 and K-3 requirements | Hourani Mary Jane |
| 5/18/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Finance and Innovation: Reinvent Your Organization and Department (Webinar) (26WX-3254)26WX-3254 | *What is innovation?.*The different forms of innovation, e.g., sustaining and disruptive.*The five discovery skills needed to be innovative?.*The value of why we need to find ways to say, "Yes!" .*How to change your processes, rules and departments to be more innovative? .*Lessons learned from innovative businesses with examples.*How does innovation happen and how to make innovation stick?.*The need to improvise and embrace broad experiences. | Minges Don |
| 8/27/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| New Not-for-Profit GAAP Update (Webinar) (26WX-2022)26WX-2022 | *Recently issued Financial Accounting Standards Board Accounting Standards Updates (ASUs) impacting NFP financial reporting, along with standard-setting projects currently in the FASB pipeline.*The International Non-Profit Accounting Standard (INPAS)-the first comprehensive global accounting framework designed specifically for non-profit organizations, launched in October 2025. | Galasso Melisa |
| 7/3/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Forensic Accounting: Investigating Divorce Cases (Webinar) (26WX-3502)26WX-3502 | *The role of a forensic accountant in divorce proceedings.*The marketing of forensic accounting services to family law attorneys.*How to conduct a financial investigation.*Common areas to uncover hidden assets or income.*The basic calculations in evaluating marital assets.*Testifying in depositions and divorce court | Nordlander Robert |
| 9/8/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Fraud, Controls and Ethics: Best Practices and Case Studies (Webinar) (26WX-3031)26WX-3031 | *Examination of actual frauds.*Discussion of internal controls that could have prevented frauds.*Contemplation of epiphanies for your own professional scenarios.*The AICPA Code of Professional Conduct.*Other elements of professional conduct and compliance with professional standards | |
| 8/18/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| New Fundamentals of Form 1040: Individual (Webinar) (26WX-2615)26WX-2615 | *Form 1040 essentials: filing requirements, due dates, and key schedules.*Filing status, dependency rules, and taxable income sources (wages, investment income).*Adjustments to income, deductions and tax credits (standard vs. itemized deductions, EITC, Child Tax Credit, Education Credits).*Preparer due diligence, Circular 230 compliance and taxpayer rights.*IRS cybersecurity considerations and best practices for taxpayer data security.*Legislative updates | Hourani Mary Jane |
| 7/30/2026 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Executive Presence, Personal Brand: Structure Your Narrative (Webinar) (26WX-1955)26WX-1955 | *Components of executive presence.*Audience-centered elevator pitch structure.*Professional value proposition framework.*Structuring a concise executive biography.*Aligning personal narrative with organizational value.*Common pitfalls in professional self-presentation.*Application and refinement exercise.* | |
| 7/1/2026 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Not-for-Profit GAAP Update (Webinar) (26WX-2460)26WX-2460 | *Recently issued Financial Accounting Standards Board Accounting Standards Updates (ASUs) impacting NFP financial reporting, along with standard-setting projects currently in the FASB pipeline.*The International Non-Profit Accounting Standard (INPAS)-the first comprehensive global accounting framework designed specifically for non-profit organizations, launched in October 2025. | Galasso Melisa |
| 7/23/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Reasonable Compensation for S Corps (Webinar) (26WX-3610)26WX-3610 | *Explain the payroll tax advantage of taking distributions over wages.*Review key court cases that shape todays reasonable compensation landscape.*How to use court factors to stress test reasonable compensation.*Best practices for determining reasonable compensation.*Review of the IRS's enforcement on reasonable compensation; past, present and future | |
| 9/12/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Controls to Secure the Growing Digital Footprint (Webinar) (26WX-1110)26WX-1110 | *Securing individual documents.*Protecting information resident in the Cloud.*Securing data stored on or accessed by mobile devices | Egnatoff Karl W |
| 5/28/2026 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Annual Update for Accountants and Auditors (Webinar) (26WX-1714)26WX-1714 | *Key accounting and auditing developments affecting accountants and auditors across industries.*Recently issued and upcoming Accounting Standards Updates (ASUs), including standards effective for December 31, 2026 year-ends for public companies, private entities, and not-for-profit organizations.*Recent and proposed standards affecting audit, attestation, and consulting engagements, including SSAE No. 24, SSARS No. 26, exposure drafts related to confirmations and fraud, and SAS No. 149 addressing group audits. | Galasso Melisa |
| 6/22/2026 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Mastering the Excel Lookup Functions (Webinar) (26WX-2732)26WX-2732 | *A review of the various lookup functions, beyond VLOOKUP.*Learn which lookup works best for your situation.*How to apply the many lookup functions.*Discover advanced lookup techniques like nested lookups, approximate matching, and handling errors effectively.*An in-depth review of the following functions:.*VLOOKUP / HLOOKUP.*XLOOKUP.*MATCH / INDEX.*XMATCH.*INDIRECT.*FILTER.*SORT / SORTBY.*UNIQUE.*An overview of some newer functions | Smith Bryan |
| 8/5/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Introduction to Risk Assessment (Webinar) (26WX-2371)26WX-2371 | *Overview of the risk assessment procedures performed during engagements.*Inquiries, analytical procedures, and observation and inspection techniques. .*Understanding how risk assessment drives engagement planning and supports the development of appropriate audit responses. | Veno Jaclyn M. |
| 7/20/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Google Gemini Deep Dive Hands-on Bootcamp for CPAs (Webinar) (26WX-2516)26WX-2516 | *Getting started with Gemini.*Tour of the Gemini app and how to use it.*Variety of hands-on case study examples for accounting, finance, and tax.*Protecting your data privacy in Google Gemini.*Advanced Gemini features review.*Integration with Google apps.*Subscription plan option.* | Higgins John H |
| 7/27/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| How Changes in Business Methods Affects Internal Control (Webinar) (26WX-2068)26WX-2068 | *How is business changing.*What is driving the change and how long will it last.*How specifically is an organizations control system important.*What steps are needed to "keep up" with the upheaval. | Egnatoff Karl W |
| 7/7/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Controls to Secure the Growing Digital Footprint (Webinar) (26WX-1262)26WX-1262 | *Securing individual documents.*Protecting information resident in the Cloud.*Securing data stored on or accessed by mobile devices | Egnatoff Karl W |
| 6/3/2026 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Al Capone to Cybercrime: The Journey of IRS Special Agents (Webinar) (26WX-3332)26WX-3332 | *Introduction to IRS Criminal Investigation (CI): Overview of its mission, role, and significance in maintaining tax compliance.*Historical Evolution: From its inception in 1919 to its current role, highlighting key milestones and notable cases.*Investigative Techniques and Tools: Detailed look at the methods and technologies used by CI agents to uncover financial crimes.*Importance of IRS CI: Discussion on the impact of CI's work on tax compliance, public confidence, and the broader financial system.*Training of CI Agents: Insight into the rigorous training programs at FLETC and ongoing professional development.*Process of Investigations: Step-by-step breakdown of how tax fraud and money laundering cases are initiated, investigated, and prosecuted. | Nordlander Robert |
| 8/31/2026 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Calculating the Retirement Need (Webinar) (26WX-3139)26WX-3139 | *Overview of retirement expenses and needs.*Overview of risk tolerance, time value of money and retirement planning factors.*Examples of client retirement situations | Peters David R. |
| 8/21/2026 | 12:30 - 1:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New No Tax on Overtime: Payroll Compliance (Webinar) (26WX-1603)26WX-1603 | *Overview of the Fair Labor Standards Act (FLSA) overtime provisions.*Definition of a "workweek" and the 40-hour threshold.*Time-and-a-half requirement and exclusions from overtime pay.*Exempt vs. nonexempt employee classifications (executive, administrative, professional, and industry-specific exemptions).*Excluded payments (discretionary bonuses, reimbursements, retirement contributions).*Step-by-step calculation examples for different compensation structures.*Best practices for documentation and payroll systems.*Case studies illustrating misclassification and miscalculation issues | Hourani Mary Jane |
| 6/17/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Leverage PowerBI.com to Create Data Analysis for Others (Webinar) (26WX-1113)26WX-1113 | *Tour of the PowerBI.com Interface: An in-depth walkthrough of the PowerBI.com environment, focusing on user interface elements, navigation, and customization.*PowerBI.com Concepts: Fundamental concepts of PowerBI.com, including its architecture, data handling capabilities, and integration features.*Connecting to Data: Techniques for connecting various data sources to PowerBI.com, ensuring seamless data integration and synchronization.*Visualizations and Dashboards: Creating impactful visualizations and assembling informative dashboards to present data compellingly.*Q&A Feature: Explore the interactive Q&A feature to derive insights through natural language queries.*Sharing Datasets, Reports, Dashboards: Best practices for sharing datasets, reports, and dashboards with different audiences so they can leverage your data analysis work.*Creating Apps: Learn how to package reports and dashboards into apps for easy distribution and consumption.* | Smith Bryan |
| 5/28/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Making Effective Decisions When You Can't Get What You Want (Webinar) (26WX-1907)26WX-1907 | *Decision-making fundamentals.*Cost-volume-profit refresher.*Optimization analysis.*Constraint mitigation strategies.*Coping with incomplete information.*Solver and other Excel capabilities.*Qualitative considerations | Harper Christopher |
| 6/30/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Financial Statement Presentation, Disclosure and Analysis (Webinar) (26WX-3166)26WX-3166 | *U.S. GAAP and Special purpose frameworks.*Form and content of financial statements: Balance sheets; Income statements; Statements of cash flows; Retained earnings and/or owners' equity statements; Comprehensive income; Supplementary information.*Comparative vs. single-period financial statements.*Sufficiency of disclosures.*Illustrative disclosures frequently encountered in small-to-medium reporting entities.*Industry-specific nuances.*Purposes of financial statement analysis .*Trend analysis and vertical & horizontal analysis.*Simple and multivariate regression.*Analysis of metrics.*Assessment of liquidity, solvency, and profitability.*Using data visualizations.*The role of qualitative factors | Harper Christopher |
| 8/24/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| S Corporations: Comprehensive walk through of Form 1120S (Webinar) (26WX-2554)26WX-2554 | *Subchapter S status election and compliance requirements.*Relief for late Form 2553 filings under Rev. Proc. 2022-19.*Comparison of Rev. Proc. 2022-19 and Rev. Proc. 2023-3.*I.R.C. Section 1361 and Section 1362 analysis for S Corporation elections.*Corporate governance and formalities compliance.*Shareholder stock and debt basis rules.*Built-in capital gains and other aspects of Form 1120S.*Schedules K-1, K-2, and K-3 preparation and reporting requirements.*Officer reasonable compensation: requirements, advisory strategies, and audit defenses.*S Corporation eligibility errors and corrective measures | Hourani Mary Jane |
| 7/28/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Master the Art of CPA Communication: Boost Your Influence (Webinar) (26WX-3289)26WX-3289 | *Techniques for simplifying complex financial information for clients and stakeholders.*Persuasive communication principles aligned with CPA roles.*Building and maintaining trust and credibility with diverse stakeholders.*Case studies and Interviews with Finance, Accounting and CPA professionals.*Developing empathy and emotional intelligence in communications.*Best practices for active listening to strengthen client relationships.*Application of Influencer principles for impactful change in communication | |
| 8/28/2026 | 10:30 a.m. - 2:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Ethics Based Leadership for Women (Webinar) (26WX-3580)26WX-3580 | *The State of Women in Leadership in the United States.*Leadership Defined.*Virtue Ethics.*Internal and External Challenges for Women in Leadership.*Creating a Culture of Safety and Caring | |
| 9/11/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| The Role of Internal Control in the Risk-Based Audit (Webinar) (26WX-1813)26WX-1813 | *Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control system.*Development of a tailored audit approach that considers the potential reliance on internal controls.*Guidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients | |
| 6/26/2026 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Steps to Stop External Fraud (Webinar) (26WX-1023)26WX-1023 | *Types of external fraud.*Considerations as organizations work to reduce fraud risk.*External fraud and known parties/External fraud unknown perpetrators | Egnatoff Karl W |
| 5/22/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Ethics, AI and Music: What Every CPA Must Know (Webinar) (26WX-3047)26WX-3047 | *Four key aspects of artificial intelligence that are relevant to CPAs: machine learning, generative AI, large language models, and GPT.*The role that five powerful principles--the principles of ethical intelligence--play in using AI the right way.*Short, focused writing exercises (30 seconds each) designed to deepen understanding of the topic.*Real-world case studies about the use of AI in music as well as accounting.*Answers to several crucial questions about how to use artificial intelligence with ethical intelligence.* | Weinstein Bruce |
| 8/18/2026 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Take Command of Your Time (Webinar) (26WX-2759)26WX-2759 | *Identify time wasters and adopt strategies for eliminating them.*Recognize the variety of causes of procrastination and apply techniques to overcome them.*Use practical techniques for prioritizing work.*Delegation strategies.*Incorporate wellness and stress management into your day in short increments.*Understand their energy cycles and use it to manage your schedule.*Learn techniques to decrease stress in the moment (based on neuroscience) | |
| 8/6/2026 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New The Current and Future Landscape of Audit Technology (Webinar) (26WX-3206)26WX-3206 | *Explore the transformative impact of technology on the audit profession in this forward-looking course.*Gain practical insights into cutting-edge tools and trends, including data analytics, artificial intelligence (AI), and automation.*Navigate the evolving audit landscape with confidence and adaptability | Zender Peter J |
| 8/25/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Mastering Partnership Basis: Inside and Outside Basis (Webinar) (26WX-3127)26WX-3127 | *Explain the use of both "inside" and "outside" basis determination.*How to calculate tax basis capital accounts, including when the entity is formed, including the impact of contributed property.*Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis.*Explanation of how basis is impacted distributions and by sale and/or liquidation of the partnership interest.*Comprehensive example to illustrate the mechanics of the basis determination process. | Dilley Steven C |
| 8/21/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Ethics, Spirituality, Love and Belonging in the Workplace (Webinar) (26WX-2504)26WX-2504 | *Ethical Frameworks.*Ethical Dilemmas and Decision Making.*Spirituality, Love and Belonging in the Workplace and their influence on Workplace Conduct .* | |
| 7/25/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Not-for-Profit GAAP Update (Webinar) (26WX-3178)26WX-3178 | *Recently issued Financial Accounting Standards Board Accounting Standards Updates (ASUs) impacting NFP financial reporting, along with standard-setting projects currently in the FASB pipeline.*The International Non-Profit Accounting Standard (INPAS)-the first comprehensive global accounting framework designed specifically for non-profit organizations, launched in October 2025. | Galasso Melisa |
| 8/24/2026 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Taxation of the Cannabis Industry (Webinar) (26WX-3359)26WX-3359 | *Industrial hemp vs. marijuana.*Income definitions under I.R.C. Section 61.*Tax code restrictions: Section 280E and Section 471.*State-specific marijuana laws.*Cash management in cannabis businesses.*Federal court case analysis. | Hourani Mary Jane |
| 9/1/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Hot Topics Accounting Update (Webinar) (26WX-2138)26WX-2138 | New accounting standards.*The impact on Financial Reporting.*Hot topics in financial reporting.*Current and emerging US GAAP requirements. | Louis Jennifer F |
| 7/9/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Deep Dive Into Common Auditing Deficiencies (Webinar) (26WX-2573)26WX-2573 | *Review common deficiencies identified by the AICPA and state boards of accountancy.*Feature discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment.*Review of the areas of concern and how you can overcome them by employing best practices. | Galasso Melisa |
| 7/29/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| What's Behind the Data? (Webinar) (26WX-3159)26WX-3159 | *Ways in which data and information can be misleading.*Common pitfalls when encountering data.*How to re-evaluate the data to avoid those pitfalls | Gohl Keely |
| 8/24/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Entertainment, Meals and Travel Expenses: Review and Update (Webinar) (26WX-3069)26WX-3069 | *Definition of what qualifies as an entertainment expense.*Strategies to deduct business entertainment expenses.*Deductibility of meals.*Situations not subject to the 50% meals and entertainment reduction.*How to handle automobile issues related to employer-provided parking.*Proper accounting for deductible vs. non-deductible expenditures.*The four steps to analyze business expenses.*The latest federal legislation, cases and rulings | Dilley Steven C |
| 8/19/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The CFO Who Went to Prison (Webinar) (26WX-3550)26WX-3550 | *The importance of values.*Identifying success.*Ethical dilemmas.*Mitigation strategies.*Creating tools to help make better decisions.*Personal accountability strategies | Paperny Justin |
| 9/10/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Understanding and Creating an Internal Control System (Webinar) (26WX-2506)26WX-2506 | *Underlying concepts of internal control.*Defining where and why controls, policies and procedures are needed.*Legacy control measures that are still important for businesses today.*Creating control measures that address the use and protection of technology | Egnatoff Karl W |
| 7/27/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Advanced Excel for Staff: Build Reports and Analyze Data (Webinar) (26WX-1429)26WX-1429 | *Building Reports Workflow: Understand the steps for creating professional and functional reports.*Gather and Organize Data: Learn best practices for compiling and cleaning data for accurate analysis.*Set Calculations and Key Metrics: Apply formulas and functions to calculate meaningful insights. .*Format and Structure Report: Use formatting tools to create visually appealing and structured reports.*Review and Validate: Verify data accuracy and troubleshoot potential errors.*Share the Report: Learn methods for distributing reports effectively within your organization. | Smith Bryan |
| 6/10/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Al Capone to Cybercrime: The Journey of IRS Special Agents (Webinar) (26WX-3135)26WX-3135 | *Introduction to IRS Criminal Investigation (CI): Overview of its mission, role, and significance in maintaining tax compliance.*Historical Evolution: From its inception in 1919 to its current role, highlighting key milestones and notable cases.*Investigative Techniques and Tools: Detailed look at the methods and technologies used by CI agents to uncover financial crimes.*Importance of IRS CI: Discussion on the impact of CI's work on tax compliance, public confidence, and the broader financial system.*Training of CI Agents: Insight into the rigorous training programs at FLETC and ongoing professional development.*Process of Investigations: Step-by-step breakdown of how tax fraud and money laundering cases are initiated, investigated, and prosecuted. | Nordlander Robert |
| 8/21/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Becoming a Fractional CFO: What to Do and How? (Webinar) (26WX-1632)26WX-1632 | *Do you have what it takes to be a successful fractional CFO?.*Should you be a solo practitioner or join a larger firm? 1099 versus W2?.*What skills are needed to be successful?.*Sales, marketing, etc.*What are some of the 'red flags'?.*Typical assignments and issues a fractional CFO will likely encounter.*The greatest opportunity for fractional CFOs?.*Understanding your value | Minges Don |
| 6/18/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accounting for the Gig Economy (Webinar) (26WX-2295)26WX-2295 | *Characteristics unique to the gig economy.*Independent contractor and employee classification considerations.*Recordkeeping considerations for independent contractors.*Accounting and reporting issues for gig economy participants.*Audit and attestation for clients who participate in the gig economy.*Tax and regulatory considerations.*The CPA as a trusted advisor for independent contractors | Harper Christopher |
| 7/16/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Learning Path Webinar Bundle: Government and Not-for-Profit Specialist (Webinar) (26WX-1946)26WX-1946 | *Yellow Book Ethics | Instructor: Jennifer F. Louis | CPE: 2 | Field of Study: Regulatory Ethics.*Annual Update for Governments and Not-for-Profits | Instructor: Melisa Galasso | CPE: 4 | Field of Study: Accounting (Governmental).*What's Changing in A&A for Governmental Entities | Instructor: Melisa Galasso | CPE: 4 | Field of Study: Accounting (Governmental) | |
| 7/1/2026 | 8 a.m. - 4 p.m. | Online | 10 CPE (10 tech, 0 non-tech) | 2 Ethics |
| New Internal Controls Over Compliance vs. Compliance (Webinar) (26WX-1961)26WX-1961 | *Testing internal Controls.*Align internal controls with specific compliance requirements.*The misidentification of controls and the confusion between compliance and control processes | Galasso Melisa |
| 7/1/2026 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Forensic Accounting: Crafting Expert Reports (Webinar) (26WX-1410)26WX-1410 | *Introduction to Forensic Accounting: Gain an understanding of the fundamentals, roles, and responsibilities of forensic accountants in uncovering financial discrepancies, fraud, and economic damages.*Maintain Ethical Integrity: Learn the importance of ethics in forensic accounting and strategies for ethical decision-making.*Expert Report Preparation: Learn the essential components, best practices, and common pitfalls in writing clear, concise, and objective expert reports for legal proceedings.*Investigation Report Writing: Explore the methodologies for conducting investigations, gathering evidence, and crafting thorough and accurate investigation reports.*Economic Damages Writing: Understand the methodologies and best practices for calculating economic damages, including lost profits, business valuation, and other financial impacts.*Reviewing Investigation Reports and Economic Damages: Analyze real-world examples to review and critique investigation reports and damage calculations, highlighting key insights and lessons learned. | Nordlander Robert |
| 6/9/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Forensic Accounting: Investigating Divorce Cases (Webinar) (26WX-1251)26WX-1251 | *The role of a forensic accountant in divorce proceedings.*The marketing of forensic accounting services to family law attorneys.*How to conduct a financial investigation.*Common areas to uncover hidden assets or income.*The basic calculations in evaluating marital assets.*Testifying in depositions and divorce court | Nordlander Robert |
| 6/2/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Ethics of Teamwork (Webinar) (26WX-2096)26WX-2096 | *Virtue ethics.*Team dynamics.*Characteristics of highly effective teams.*Meeting management.*Team communication.*Decision making | |
| 7/8/2026 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| You Don't Know What You Don't Know About Microsoft Excel (Webinar) (26WX-2190)26WX-2190 | *Excel shortcuts and time savers.*Working with templates, formats, styles, and themes.*Customizing and enhancing Excel.*Protecting and securing workbooks.*Formula building and the Excel function libraryNote: This session is taught using a Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor. | Egnatoff Karl W |
| 7/13/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| The Ethics of Recruitment and Selection (Webinar) (26WX-1967)26WX-1967 | *Discussion of ethical and effective recruiting strategies.*Selection processes that foster diversity and inclusion.*How to increase talent pools to ensure hiring success | |
| 7/2/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Entertainment, Meals and Travel Expenses: Review and Update (Webinar) (26WX-1120)26WX-1120 | *Definition of what qualifies as an entertainment expense.*Strategies to deduct business entertainment expenses.*Deductibility of meals.*Situations not subject to the 50% meals and entertainment reduction.*How to handle automobile issues related to employer-provided parking.*Proper accounting for deductible vs. non-deductible expenditures.*The four steps to analyze business expenses.*The latest federal legislation, cases and rulings | Dilley Steven C |
| 5/28/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Numbers to Narrative: Storytelling in Business Communication (Webinar) (26WX-1987)26WX-1987 | *Role of narrative in professional communication.*Situation--complication--resolution framework.*Narrative arcs in business contexts.*Integrating data within a structured story.*Defining tension and resolution logically.*Maintaining accuracy while improving clarity.*Application of storytelling framework to a workplace scenario.* | |
| 7/2/2026 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Hot Topics Accounting Update (Webinar) (26WX-2992)26WX-2992 | New accounting standards.*The impact on Financial Reporting.*Hot topics in financial reporting.*Current and emerging US GAAP requirements. | Louis Jennifer F |
| 8/14/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Business Tax Update: OBBBA and Recent Developments (Webinar) (26WX-2216)26WX-2216 | *Recent legislation impacting business taxpayers.*The One Big Beautiful Bill Act.*Extenders legislation update.*Meals and entertainment expense reporting.*Partnership and S corporation update.*Income and deductions | Dilley Steven C |
| 7/13/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Microsoft 365 for CPAs: Unlocking Hidden Productivity Tools (Webinar) (26WX-2205)26WX-2205 | *Round robin review of lesser known M365 apps.*Reduce / eliminate internal email communications with Teams and SharePoint.*Collaborate on spreadsheet and documents with your colleagues in real time.*Get control of your appointment schedule with the Bookings app.*Tap the full potential of OneNote as your primary repository for notes, correspondence and more.*Replace email attachments with secure file sharing links.*Document business processes with the Stream app.*Leverage the power of AI in M365 with Copilot | Higgins John H |
| 7/13/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Seeing Beyond the Numbers: Analysis for CFOs and Controllers (Webinar) (26WX-2297)26WX-2297 | *Purpose of Financial Statement Analysis.*Comparing Actuals vs. Expectations & Benchmarking.*Case Studies 1 & 2.*Ratio Analysis.*Case Study 3.*Analysis of Statement of Cash Flows.*Case Studies 4 & 5.*Other Uses of Ratios | Peters David R. |
| 7/16/2026 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Tax Update: One Big Beautiful Bill (Webinar) (26WX-2333)26WX-2333 | *Individual Taxation: Child Tax Credit expansion and additional senior deduction SALT cap extension.*Income & Adjustments: Tip income exclusion, overtime relief, educator expenses.*Education Incentives: Student loan discharge, 529 plan expansion, new "TRUMP Accounts".*Business Taxation: Bonus depreciation, 199A expansion, interest deduction limits.*Estate & Gift Tax: Increased exemption threshold, charitable deduction changes.*Compliance & Reporting: 1099-K, 1099-NEC and 1099-MISC threshold changes | Hourani Mary Jane |
| 7/17/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Monthly Federal Tax Updates: June 2026 (Webinar) (26WX-1880)26WX-1880 | *Current individual tax issues.*Current business entity tax issues.*Any current tax legislation occurring during the period.*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues | McLeod Allison M. |
| 6/29/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Executive Presence, Personal Brand: Structure Your Narrative (Webinar) (26WX-0928)26WX-0928 | *Components of executive presence.*Audience-centered elevator pitch structure.*Professional value proposition framework.*Structuring a concise executive biography.*Aligning personal narrative with organizational value.*Common pitfalls in professional self-presentation.*Application and refinement exercise.* | |
| 5/18/2026 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Mastering the Excel Lookup Functions (Webinar) (26WX-1052)26WX-1052 | *A review of the various lookup functions, beyond VLOOKUP.*Learn which lookup works best for your situation.*How to apply the many lookup functions.*Discover advanced lookup techniques like nested lookups, approximate matching, and handling errors effectively.*An in-depth review of the following functions:.*VLOOKUP / HLOOKUP.*XLOOKUP.*MATCH / INDEX.*XMATCH.*INDIRECT.*FILTER.*SORT / SORTBY.*UNIQUE.*An overview of some newer functions | Smith Bryan |
| 5/26/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Written Information Security Plans (Webinar) (26WX-3253)26WX-3253 | *Introduction to the Gramm-Leach-Bliley Act and its impact on data security.*Circular 230 compliance and due diligence for practitioners.*AICPA Statements of Standards relevant to WISP requirements.*Key components of a Written Information Security Plan.*Training requirements for employees, staff, and contractors.*Practical guidance for drafting and implementing a WISP.*FTC enforcement of data security standards for PTIN holders.*Best practices for maintaining and updating WISP compliance. | Hourani Mary Jane |
| 8/27/2026 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Criminal Tax: How CPAs Bring Value to Defense Attorneys (Webinar) (26WX-1860)26WX-1860 | *The common weaknesses in a criminal tax investigation.*The key documents to review (In a sea of thousands of documents).*Crafting questions to recommend in court proceeding. | Nordlander Robert |
| 6/29/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AI and Accounting in Construction (Webinar) (26WX-2354)26WX-2354 | *Overview of AI adoption in construction.*Predictive analytics and risk management.*AI-integrated Building Information Modeling (BIM).*Real-time compliance and financial reporting.*Taxation challenges in AI-driven construction.*AI in project scheduling, supply chains, and quality control.*Regulatory frameworks and ethical AI use in audits | Wasny Garrett |
| 7/20/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Analyzing IFRS Financial Statements (Webinar) (26WX-1314)26WX-1314 | *Financial Analysis fundamentals: Overview of financial statements, their interconnections, and the foundation of advanced analysis.*Loblaw Companies Case Study: Introduction to our example company and its financial performance.*Advanced Analysis Techniques: Common size analysis, Dupont framework, financial leverage, and operational metrics.*Operational Focus: Separating core business performance from financing activities.*Applied analysis and managerial ratios: Segment analysis, cash flow analysis, and managerial ratios.*Management Commentary: Overview of the corporate narrative as presented from IFRS lens. | Knight Eric |
| 6/4/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Executive Presence, Personal Brand: Structure Your Narrative (Webinar) (26WX-3204)26WX-3204 | *Components of executive presence.*Audience-centered elevator pitch structure.*Professional value proposition framework.*Structuring a concise executive biography.*Aligning personal narrative with organizational value.*Common pitfalls in professional self-presentation.*Application and refinement exercise.* | |
| 8/25/2026 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Tax Depreciation: Review and Update (Webinar) (26WX-3274)26WX-3274 | *Recent tax legislation and developments related to capitalization.*Eligible property for Section 179 and Section 168(k).*Discussion of the Section 179 deduction and its use to depreciate real property.*The Section 168(k) deduction and its use to depreciate real property.*Disposition of segments of real property.*Exchanges of tangible personal property after repeal of the like-kind exchange rules.*Other related topics | Dilley Steven C |
| 8/28/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Leverage PowerBI.com to Create Data Analysis for Others (Webinar) (26WX-2665)26WX-2665 | *Tour of the PowerBI.com Interface: An in-depth walkthrough of the PowerBI.com environment, focusing on user interface elements, navigation, and customization.*PowerBI.com Concepts: Fundamental concepts of PowerBI.com, including its architecture, data handling capabilities, and integration features.*Connecting to Data: Techniques for connecting various data sources to PowerBI.com, ensuring seamless data integration and synchronization.*Visualizations and Dashboards: Creating impactful visualizations and assembling informative dashboards to present data compellingly.*Q&A Feature: Explore the interactive Q&A feature to derive insights through natural language queries.*Sharing Datasets, Reports, Dashboards: Best practices for sharing datasets, reports, and dashboards with different audiences so they can leverage your data analysis work.*Creating Apps: Learn how to package reports and dashboards into apps for easy distribution and consumption.* | Smith Bryan |
| 8/3/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Hot Topics Audit and Attest Update (Webinar) (26WX-2655)26WX-2655 | *Recent quality improvements to the SASs and SSARs.*Other matters that should be on your radar.* | Louis Jennifer F |
| 7/31/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| CFO Solutions to IRS Problems (Webinar) (26WX-1263)26WX-1263 | *The authority of IRS in assessing and collecting taxes.*The common misconceptions when dealing with IRS.*Common questionable actions by business owners.*How to prepare for an IRS audit.*The seven options in IRS collections.*Possible criminal tax violations by CFOs and small business owners. | Nordlander Robert |
| 6/3/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Managing Current Fraud Trends in a Shifting Environment (Webinar) (26WX-3549)26WX-3549 | *Summary of the impact of fraud on entities worldwide.*Common fraud schemes and typical median losses that result.*How smaller entity fraud risk differs from those of larger entities.*The statistical profile of the most common fraud perpetrator.*The most effective methods for preventing and detecting fraud.*Cybersecurity risk management trends and best practices. | Louis Jennifer F |
| 9/10/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Accounting for the Gig Economy (Webinar) (26WX-1200)26WX-1200 | *Characteristics unique to the gig economy.*Independent contractor and employee classification considerations.*Recordkeeping considerations for independent contractors.*Accounting and reporting issues for gig economy participants.*Audit and attestation for clients who participate in the gig economy.*Tax and regulatory considerations.*The CPA as a trusted advisor for independent contractors | Harper Christopher |
| 6/1/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Calculating the Retirement Need (Webinar) (26WX-1281)26WX-1281 | *Overview of retirement expenses and needs.*Overview of risk tolerance, time value of money and retirement planning factors.*Examples of client retirement situations | Peters David R. |
| 6/3/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 2024 Revision to Government Auditing Standards Impact (Webinar) (26WX-1861)26WX-1861 | *Key changes made by the 2024 Revision to Government Auditing Standards.*Review when the GAGAS requirements are applicable to a financial statement audit.*When reporting on key audit matters may apply in a GAGAS audit.*Clarifications related to the independence requirements in a financial statement audit imposed by the 2024 Yellow Book.*Review the impact of the Quality Management Standards to a financial statement audit conducted under the 2024 Revision to Government Auditing Standards.*Other important matters contained in the 2024 Government Auditing Standards related to financial statement audits | Bradley Daniel W |
| 6/29/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Invest in Your Mental Health and Avoid Burnout (Webinar) (26WX-0934)26WX-0934 | *How to recognize burnout and evaluate where you are on the burnout scale.*How impostor syndrome drives coping reactions of overworking, over preparing and perfectionism.*How mindfulness can reduce stress and save time.*Silencing the critical inner voice.*Tools to help you become more attuned to your needs and emotions.*How attending to and regulating your nervous system impacts your mood and well-being. | |
| 5/19/2026 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Noble Leadership: An Ethical Approach (Webinar) (26WX-1464)26WX-1464 | *Leadership Definition.*Virtue Ethics.*Relationship of Virtue Ethics to Leadership.*Characteristics of the Noble Leader.*Actions to create a culture of respect and dignity | |
| 6/11/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| IRS Penalties and Abatements (Webinar) (26WX-2057)26WX-2057 | *Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penalties.*Rules on waiver of penalties and interests.*Various forms and procedures for requesting relief.*First Time Abatement: Requirements and procedures.*How an individual taxpayer qualifies for Reasonable Cause abatement.*Procedures for requesting refund of paid penalties.*Available administrative options | McLeod Allison M. |
| 7/7/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethical Performance Management (Webinar) (26WX-1842)26WX-1842 | *Definition and Benefits of Ethical Performance Management.*Setting Standards/Goal setting.*Preparing and Conducting the Appraisal Interview.*Legal Considerations in Performance Management.*Avoiding Rater Bias.*Feedback and Coaching | |
| 6/27/2026 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Operations Level Internal Control (Webinar) (26WX-2760)26WX-2760 | *An overview of controls that drive procedures.*Considerations for procedural control development.*Understanding and controlling risk that arises when organizations change | Egnatoff Karl W |
| 8/6/2026 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Get Started With Power BI (Webinar) (26WX-1454)26WX-1454 | *Overview of the Power BI Tools: Introduction to the Power BI ecosystem, including Excel's Power BI features (Power Pivot and Power Query) and standalone tools (Power BI Desktop, Power BI Service, Power BI Report Builder and Power BI Report Server).*Tour of the Tools: Introduction to the interfaces of Power Pivot, Power Query, Power BI Desktop and Power BI Services.*Comparative Analysis: .*Understand the strengths and limitations of Excel's Power BI features versus standalone Power BI tools.*Strategic decision-making on when to use each tool for optimal efficiency and accuracy in data analysis tasks. | Smith Bryan |
| 6/11/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Mastering Partnership Basis: Inside and Outside Basis (Webinar) (26WX-1695)26WX-1695 | *Explain the use of both "inside" and "outside" basis determination.*How to calculate tax basis capital accounts, including when the entity is formed, including the impact of contributed property.*Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis.*Explanation of how basis is impacted distributions and by sale and/or liquidation of the partnership interest.*Comprehensive example to illustrate the mechanics of the basis determination process. | Dilley Steven C |
| 6/22/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Fundamentals of Form 1040: Individual (Webinar) (26WX-0923)26WX-0923 | *Form 1040 essentials: filing requirements, due dates, and key schedules.*Filing status, dependency rules, and taxable income sources (wages, investment income).*Adjustments to income, deductions and tax credits (standard vs. itemized deductions, EITC, Child Tax Credit, Education Credits).*Preparer due diligence, Circular 230 compliance and taxpayer rights.*IRS cybersecurity considerations and best practices for taxpayer data security.*Legislative updates | Hourani Mary Jane |
| 5/18/2026 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Introduction to Governmental Budgeting (Webinar) (26WX-3236)26WX-3236 | *The basics of governmental budgeting.*Common steps and timeline of the budget process.*What, when and how we should be monitoring the budget throughout the year.*How long-term budgets fit in with the annual budget process. | Romero Alexandria |
| 8/26/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Building Security and Efficiency With Internal Control (Webinar) (26WX-1834)26WX-1834 | *An overview of control frameworks and concepts.*Strategic considerations that can be incorporated into control development.*Understanding and controlling risk that arises when organizations change or choose not to.*The COSO Internal Control Framework and the COSO ERM Framework | Egnatoff Karl W |
| 6/27/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New AI 101 for CPAs: Core Concepts and Practical Applications (Webinar) (26WX-1625)26WX-1625 | *ABCs of how generative AI tools such as ChatGPT, Microsoft Copilot, and Google Gemini work.*What inherent risks are associated with this powerful technology.*Actionable steps you can take to mitigate the risks.*Practical examples of how AI can be applied in accounting, auditing, tax, and finance services | Higgins John H |
| 6/18/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Taxation of the Cannabis Industry (Webinar) (26WX-3039)26WX-3039 | *Industrial hemp vs. marijuana.*Income definitions under I.R.C. Section 61.*Tax code restrictions: Section 280E and Section 471.*State-specific marijuana laws.*Cash management in cannabis businesses.*Federal court case analysis. | Hourani Mary Jane |
| 8/18/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| What If Your Client Didn't Take Reasonable Compensation (Webinar) (26WX-3033)26WX-3033 | *Review best practices to help your client evaluate if an S election is an appropriate choice.*How to be proactive and head off common reasonable compensation issues before they happen.*Explore strategies for cash management if cash isn't available at year end.*Explore what's at stake when reasonable compensation isn't paid timely | |
| 8/18/2026 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Becoming a Fractional CFO: What to Do and How? (Webinar) (26WX-1205)26WX-1205 | *Do you have what it takes to be a successful fractional CFO?.*Should you be a solo practitioner or join a larger firm? 1099 versus W2?.*What skills are needed to be successful?.*Sales, marketing, etc.*What are some of the 'red flags'?.*Typical assignments and issues a fractional CFO will likely encounter.*The greatest opportunity for fractional CFOs?.*Understanding your value | Minges Don |
| 6/1/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Microsoft 365 Application Lightning Round Review (Webinar) (26WX-2418)26WX-2418 | *Lightning round review of the following apps, with an explanation and demonstration of what each of them offers.*Teams - the foundation of all that you do in Microsoft 365.*SharePoint / OneDrive - secure cloud storage.*Power BI - the new financial reporting model.*Stream - the YouTube for your organization.*Bookings - streamline your appointment scheduling .*OneNote - get your content organized for quick retrieval .*Lists - create custom list tracking reports.*To Do - consolidate all your Outlook, Planner and general "to do's" in one app.*Planner - manage simple and complex engagements and projects in an intuitive app.*A quick look at many of the remaining apps | Higgins John H |
| 7/22/2026 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Introduction to Risk Assessment (Webinar) (26WX-2788)26WX-2788 | *Overview of the risk assessment procedures performed during engagements.*Inquiries, analytical procedures, and observation and inspection techniques. .*Understanding how risk assessment drives engagement planning and supports the development of appropriate audit responses. | Veno Jaclyn M. |
| 8/6/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accounting for the Gig Economy (Webinar) (26WX-2887)26WX-2887 | *Characteristics unique to the gig economy.*Independent contractor and employee classification considerations.*Recordkeeping considerations for independent contractors.*Accounting and reporting issues for gig economy participants.*Audit and attestation for clients who participate in the gig economy.*Tax and regulatory considerations.*The CPA as a trusted advisor for independent contractors | Harper Christopher |
| 8/11/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethics of Self-Esteem For Women (Webinar) (26WX-3496)26WX-3496 | *Self-Esteem: What is it?.*Belief systems.*Benefits of High Self Esteem.*Minimizing traps of low Self Esteem.*Components of High Self Esteem | |
| 9/8/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Best Practices: Conducting Meaningful Walkthroughs (Webinar) (26WX-1492)26WX-1492 | *Review of audit procedures.*Documentation requirements.*Real world examples of red flags that may arise. | Veno Jaclyn M. |
| 6/12/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Supervision/Management Competencies: An Ethical Approach (Webinar) (26WX-1141)26WX-1141 | *Overview of Virtue Ethics.*Milgram and Zimbardo case studies.*Navigating the transition from "Buddy to Boss".*Self-Awareness and Regard for Others.*Setting Standards and Analyzing Performance.*Unconscious Bias.*Communication Skills | |
| 5/29/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Adobe Acrobat Tips for Working with PDF Files (Webinar) (26WX-1965)26WX-1965 | *Review of all that Adobe Acrobat has to offer.*Organizing your PDFs with bookmarks, links, file attachments and more.*Formatting the presentation of PDFs with headers, footers and watermarks.*Creating and processing fillable forms.*Processing documents for e-signature.*Tips for converting email messages, documents and spreadsheets into PDF format.*Combining multiple PDF files into a single binder .*Utilizing the security features of Adobe Acrobat to protect document confidentiality | Higgins John H |
| 7/2/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| How AI is Automating Internal Control (Webinar) (26WX-1762)26WX-1762 | *An explanation of Artificial Intelligence (AI).*Specific ways AI is replacing human cognition.*What is on the internal control horizon related to AI and other technologies. | Egnatoff Karl W |
| 6/24/2026 | 11:30 a.m. - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Written Information Security Plans (Webinar) (26WX-3014)26WX-3014 | *Introduction to the Gramm-Leach-Bliley Act and its impact on data security.*Circular 230 compliance and due diligence for practitioners.*AICPA Statements of Standards relevant to WISP requirements.*Key components of a Written Information Security Plan.*Training requirements for employees, staff, and contractors.*Practical guidance for drafting and implementing a WISP.*FTC enforcement of data security standards for PTIN holders.*Best practices for maintaining and updating WISP compliance. | Hourani Mary Jane |
| 8/17/2026 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New AICPA's New SSTS No. 4: New Ethics Standard for Tax Resolution (Webinar) (26WX-2863)26WX-2863 | *A comprehensive overview of the ethical guidelines outlined in Circular 230 and the newly updated Statements on Standards for Tax Services (SSTS) #4.*How these standards apply to real-world tax resolution scenarios, ensuring compliance and integrity in your practice. | |
| 8/10/2026 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| How Changes in Business Methods Affects Internal Control (Webinar) (26WX-1006)26WX-1006 | *How is business changing.*What is driving the change and how long will it last.*How specifically is an organizations control system important.*What steps are needed to "keep up" with the upheaval. | Egnatoff Karl W |
| 5/21/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Advanced ChatGPT for Accountants (Webinar) (26WX-2407)26WX-2407 | Introduction to ChatGPT and its Applications in Accounting.*Custom Instructions (CI) for Persistent Context in Financial Conversations.*Analyzing Financial Statements and News Releases using ChatGPT.*Exploring Business Opportunities through Hyper-Local and Sectoral Analysis.*Advanced Data Analysis for Financial Comparisons and Capital Asset Audits.*Image Analysis for Asset, Space, and User Interface Design.*Voice Interaction with ChatGPT for Enhanced User Experience and Accessibility. | Wasny Garrett |
| 7/22/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Leadership Skills of Tomorrow: Delegate and Listen (Webinar) (26WX-3385)26WX-3385 | *Three levels of listening.*Strategies to remain focused.*Building trust through listening.*Tactics to practice the Titanium Rule.*Delegating with confidence.*Establishing an accountability system | |
| 9/2/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Finance and Innovation: Reinvent Your Organization and Department (Webinar) (26WX-3364)26WX-3364 | *What is innovation?.*The different forms of innovation, e.g., sustaining and disruptive.*The five discovery skills needed to be innovative?.*The value of why we need to find ways to say, "Yes!" .*How to change your processes, rules and departments to be more innovative? .*Lessons learned from innovative businesses with examples.*How does innovation happen and how to make innovation stick?.*The need to improvise and embrace broad experiences. | Minges Don |
| 9/1/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| How Much Are Your Ethics Worth? (Webinar) (26WX-1147)26WX-1147 | *Understanding ethics.*Available tools to aid in ethical decision making.*The role of bias in making ethical decisions.*Application through case studies | Gohl Keely |
| 5/29/2026 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| An Ethical Approach to Mental Health Issues at Work (Webinar) (26WX-1561)26WX-1561 | *Virtue Ethics and Mental Health.*Definition, Myths and Bias of Mental Health.*Suicide: Facts and Resources.*Recognizing signs of potential mental health challenges.*Empathy and Listening.*Mental Health and Generational Expectations.*Becoming a Mental Health Ally | |
| 6/16/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Comprehensive Accounting and Financial Reporting Update (Webinar) (26WX-1978)26WX-1978 | *CECL for nonfinancial institutions.*Accounting for Paycheck Protection Program loans.*Accounting for web-hosting services.*Revenue recognition.*Leases.*FASB projects in progress. | Henry Allison M. |
| 7/2/2026 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Introduction to Ethics and Professional Skepticism (Webinar) (26WX-3414)26WX-3414 | *The Code of Ethics for Professional Accountants.*The pressures, opportunities, and rationalizations that lead to instances of fraud. .*Interactive examples to illustrate various scenarios of noncompliance during engagements. | Veno Jaclyn M. |
| 9/2/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Power Skills: Professionalism and Client Interactions (Webinar) (26WX-1643)26WX-1643 | *Best practices when communicating with the client.*Complicated scenarios for practice. | Veno Jaclyn M. |
| 6/18/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Microsoft Teams for CPAs: Unlocking Its Full Potential (Webinar) (26WX-3130)26WX-3130 | *Best practices for organizing your teams and channels.*Understanding the role of Teams and SharePoint integration.*Using Teams to communicate and collaborate externally with clients.*Tips and tricks for managing conversations in Teams.*Leveraging Microsoft Copilot AI in Teams | Higgins John H |
| 8/21/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Supervision/Management Competencies: An Ethical Approach (Webinar) (26WX-3058)26WX-3058 | *Overview of Virtue Ethics.*Milgram and Zimbardo case studies.*Navigating the transition from "Buddy to Boss".*Self-Awareness and Regard for Others.*Setting Standards and Analyzing Performance.*Unconscious Bias.*Communication Skills | |
| 8/19/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Profiles in Fraud (Webinar) (26WX-3050)26WX-3050 | *Real life fraudsters: what they did, how they got away with it, how they finally were caught.*Profiles: the characteristics the fraud perpetrators have in common.*Techniques to prevent and deter these common schemes | Gohl Keely |
| 8/18/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Microsoft 365 Application Lightning Round Review (Webinar) (26WX-2714)26WX-2714 | *Lightning round review of the following apps, with an explanation and demonstration of what each of them offers.*Teams - the foundation of all that you do in Microsoft 365.*SharePoint / OneDrive - secure cloud storage.*Power BI - the new financial reporting model.*Stream - the YouTube for your organization.*Bookings - streamline your appointment scheduling .*OneNote - get your content organized for quick retrieval .*Lists - create custom list tracking reports.*To Do - consolidate all your Outlook, Planner and general "to do's" in one app.*Planner - manage simple and complex engagements and projects in an intuitive app.*A quick look at many of the remaining apps | Higgins John H |
| 8/4/2026 | 10:30 - 11:30 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Introduction to Ethics and Professional Skepticism (Webinar) (26WX-1449)26WX-1449 | *The Code of Ethics for Professional Accountants.*The pressures, opportunities, and rationalizations that lead to instances of fraud. .*Interactive examples to illustrate various scenarios of noncompliance during engagements. | Veno Jaclyn M. |
| 6/10/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Viewing A&A Through the Eyes of a Tax Practitioner (Webinar) (26WX-3170)26WX-3170 | *The role of financial reporting for a myriad of users.*Fundamentals concepts.*Special Purpose Frameworks.*Financial statement analysis.*Cross-functional collaboration | Harper Christopher |
| 8/24/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Get Started With Power BI (Webinar) (26WX-2343)26WX-2343 | *Overview of the Power BI Tools: Introduction to the Power BI ecosystem, including Excel's Power BI features (Power Pivot and Power Query) and standalone tools (Power BI Desktop, Power BI Service, Power BI Report Builder and Power BI Report Server).*Tour of the Tools: Introduction to the interfaces of Power Pivot, Power Query, Power BI Desktop and Power BI Services.*Comparative Analysis: .*Understand the strengths and limitations of Excel's Power BI features versus standalone Power BI tools.*Strategic decision-making on when to use each tool for optimal efficiency and accuracy in data analysis tasks. | Smith Bryan |
| 7/20/2026 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| How Much Are Your Ethics Worth? (Webinar) (26WX-3426)26WX-3426 | *Understanding ethics.*Available tools to aid in ethical decision making.*The role of bias in making ethical decisions.*Application through case studies | Gohl Keely |
| 9/3/2026 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Criminal Tax: How CPAs Bring Value to Defense Attorneys (Webinar) (26WX-2195)26WX-2195 | *The common weaknesses in a criminal tax investigation.*The key documents to review (In a sea of thousands of documents).*Crafting questions to recommend in court proceeding. | Nordlander Robert |
| 7/13/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Learning Path Webinar Bundle: Audit and Risk Fundamentals (Webinar) (26WX-3363)26WX-3363 | *Best Practices: Conducting Meaningful Walkthroughs | Instructor: Melisa Galasso | CPE: 2 | Field of Study: Auditing.*Exploring Internal Controls That Could Have Prevented Frauds | Instructor: Dr. Christopher J. Harper | CPE: 2 | Field of Study: Auditing.*Hot Topics Audit & Attest Update | Instructor: Jennifer F. Louis | CPE: 2 | Field of Study: Auditing.*Internal Control - Testing for Operating Effectiveness | Instructor: Jennifer F. Louis | CPE: 2 | Field of Study: Auditing.*Introduction to Risk Assessment | Instructor: Melisa Galasso | CPE: 2 | Field of Study: Auditing | |
| 9/1/2026 | 8 a.m. - 4 p.m. | Online | 10 CPE (10 tech, 0 non-tech) | |
| How AI Fits into the Accounting World (Webinar) (26WX-2451)26WX-2451 | *An overview of AI constructs.*How artificial intelligence is being used by accountants today.*Accounting-centric AI developments on the horizon. | Egnatoff Karl W |
| 7/23/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethics of Care in the Workplace (Webinar) (26WX-0944)26WX-0944 | *Ethical Values and Principles.*Compassion.*Managing Expectations.*Respect and Humility.*Attribution Theory | |
| 5/19/2026 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| The Ethics of Teamwork (Webinar) (26WX-1122)26WX-1122 | *Virtue ethics.*Team dynamics.*Characteristics of highly effective teams.*Meeting management.*Team communication.*Decision making | |
| 5/28/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Retaining Top Talent: Strategies for CPA Firms (Webinar) (26WX-3175)26WX-3175 | *The true cost of turnover versus retention investment.*Research findings on why professionals leave or stay.*Whole-person retention strategies beyond compensation.*Work-life balance solutions that maintain productivity.*Career development paths for non-partner track professionals.*Business model transformations for sustainable staffing.*Technology and outsourcing strategies to reduce burnout.*Retention strategies specific to diverse talent and younger professionals
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| 8/24/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Analyzing Financial Statements (Webinar) (26WX-2259)26WX-2259 | *Balance sheet analysis.*Income statement analysis.*Cash flow statement analysis.*Clues in the notes and MD&A.*Industry nuances | Gohl Keely |
| 7/15/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Complete Guide to Analyze Data with Excel PivotTables (Webinar) (26WX-3670)26WX-3670 | Introduction to PivotTables: Gain a solid understanding of what PivotTables are, their benefits in Excel, and how to prepare your data for creating effective PivotTables.*Creating and Customizing PivotTables: Learn step-by-step how to build and format PivotTables, including filtering, sorting, and customizing layouts for optimal data analysis. .*Focus on Using PivotTables to Analyze Data: Explore techniques to summarize, group, and compare data with PivotTables, uncovering trends and insights for better decision-making.*Advanced PivotTable Features: Discover advanced tools such as slicers, timelines, and using PowerPivot for deeper analytical capabilities. .*Data Visualization with PivotCharts: Learn to create PivotCharts from your PivotTables and customize them to visually present data insights effectively to stakeholders. | Smith Bryan |
| 9/15/2026 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Public Procurement Basics: Protecting the People's Money (Webinar) (26WX-3116)26WX-3116 | *Guidelines and requirements that will help lead you to public procurement success.*Guidance on how governments can meet complicated procurement needs.*Best practices to protect public and Federal funds. | Romero Alexandria |
| 8/20/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Making Effective Decisions When You Can't Get What You Want (Webinar) (26WX-1661)26WX-1661 | *Decision-making fundamentals.*Cost-volume-profit refresher.*Optimization analysis.*Constraint mitigation strategies.*Coping with incomplete information.*Solver and other Excel capabilities.*Qualitative considerations | Harper Christopher |
| 6/19/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Microsoft 365 Application Lightning Round Review (Webinar) (26WX-1871)26WX-1871 | *Lightning round review of the following apps, with an explanation and demonstration of what each of them offers.*Teams - the foundation of all that you do in Microsoft 365.*SharePoint / OneDrive - secure cloud storage.*Power BI - the new financial reporting model.*Stream - the YouTube for your organization.*Bookings - streamline your appointment scheduling .*OneNote - get your content organized for quick retrieval .*Lists - create custom list tracking reports.*To Do - consolidate all your Outlook, Planner and general "to do's" in one app.*Planner - manage simple and complex engagements and projects in an intuitive app.*A quick look at many of the remaining apps | Higgins John H |
| 6/29/2026 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Google Gemini AI for Accountants (Webinar) (26WX-3354)26WX-3354 | *Google Gemini Quick Start.*Gemini Standalone Chatbot.*Mobile App.*Gemini integration with:.*Workspace.*Gmail.*Docs.*Sheets.*Slides.*User Tips | Wasny Garrett |
| 9/1/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Current Cybersecurity Risk Management Trends (Webinar) (26WX-2941)26WX-2941 | *Overview of current cybersecurity threats and how to mitigate data breach risk.*Describe how to avoid malware and other security threats | Louis Jennifer F |
| 8/13/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Role of Internal Control in the Risk-Based Audit (Webinar) (26WX-0966)26WX-0966 | *Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control system.*Development of a tailored audit approach that considers the potential reliance on internal controls.*Guidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients | |
| 5/20/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Accounting for and Auditing Cryptocurrency and Digital Assets (Webinar) (26WX-1430)26WX-1430 | *Common applications related to initial recognition and measurement, subsequent measurement or derecognition, presentation, and disclosure of cryptocurrency and other digital assets.*Feedback from the AICPA's Digital Assets Working Group intended to assist auditors with opining on these digital records | Louis Jennifer F |
| 6/10/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Corporate Storytelling in Financial Reporting (Webinar) (26WX-2563)26WX-2563 | *Purpose of Management Commentary (IFRS): Understanding the foundational objectives.*Purpose of MD&A (AAP): SEC-mandated narrative disclosure requirements.*Historical Context: Past and present frameworks and the limitations.*Recent Revisions: Key enhancements and ESG integration.*Practical Examples: Real-world applications and improvements.*Convergence & Guidance: Frameworks, comparisons, and implementation | Knight Eric |
| 7/28/2026 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Invest in Your Mental Health and Avoid Burnout (Webinar) (26WX-1265)26WX-1265 | *How to recognize burnout and evaluate where you are on the burnout scale.*How impostor syndrome drives coping reactions of overworking, over preparing and perfectionism.*How mindfulness can reduce stress and save time.*Silencing the critical inner voice.*Tools to help you become more attuned to your needs and emotions.*How attending to and regulating your nervous system impacts your mood and well-being. | |
| 6/3/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Bytes, Bias and Balance: Data Ethics for Savvy Accountants (Webinar) (26WX-1831)26WX-1831 | *The transformative role of artificial intelligence (AI) in accounting and auditing.*Enhancing efficiency and innovation with AI tools.*Mitigating challenges such as overreliance, data security vulnerabilities, and ethical dilemmas | Zender Peter J |
| 6/26/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CPA to CFO: Essential Competencies for Finance Leaders (Webinar) (26WX-3682)26WX-3682 | *Top competencies hiring executives seek in CFO candidates based on survey of 320+ CEOs and recruiters.*Critical thinking frameworks and strategy creation techniques for financial leadership.*Forward-looking financial skills including capital management, forecasting, and funding strategies.*Industry-specific requirements for high-growth companies and nonprofit organizations.*Practical career development strategies to build CFO-ready competencies | |
| 9/15/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Advanced ChatGPT for Accountants (Webinar) (26WX-1722)26WX-1722 | Introduction to ChatGPT and its Applications in Accounting.*Custom Instructions (CI) for Persistent Context in Financial Conversations.*Analyzing Financial Statements and News Releases using ChatGPT.*Exploring Business Opportunities through Hyper-Local and Sectoral Analysis.*Advanced Data Analysis for Financial Comparisons and Capital Asset Audits.*Image Analysis for Asset, Space, and User Interface Design.*Voice Interaction with ChatGPT for Enhanced User Experience and Accessibility. | Wasny Garrett |
| 6/23/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Financial Planning: Auto and Homeowners Insurance (Webinar) (26WX-3568)26WX-3568 | *Overview of Insurance types .*Overview of Insurance policies and contract sections.*Examples of types of policies and coverages.* | Peters David R. |
| 9/10/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Internal Control: Testing for Operating Effectiveness (Webinar) (26WX-2412)26WX-2412 | *Generally accepted audit requirements related to testing controls for operating effectiveness.*Identifying key controls that may prove effective and efficient to test in a control reliance strategy.*Responses when deviations are discovered when evaluating the design or operating effectiveness of internal control.*Leveraging audit evidence available for Service Organization Control (SOC1) Reports.*General computer control considerations when evaluating the design and operating effectiveness of internal control over financial reporting | Louis Jennifer F |
| 7/22/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Basic Individual Taxation Course (Webinar) (26WX-2729)26WX-2729 | *Defining Federal Income Taxes.*Computing federal income tax liability.*Calculating adjusted gross income.*Defining Qualifying Child.*Determining filing status.*Calculating the Kiddie Tax.*Standard deduction.*Tax Rates for ordinary income, capital gains, and qualified dividend income.*Cash v. Accrual Method.*Filing deadlines and obtaining extensions | McLeod Allison M. |
| 8/5/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| CFO Solutions to IRS Problems (Webinar) (26WX-2601)26WX-2601 | *The authority of IRS in assessing and collecting taxes.*The common misconceptions when dealing with IRS.*Common questionable actions by business owners.*How to prepare for an IRS audit.*The seven options in IRS collections.*Possible criminal tax violations by CFOs and small business owners. | Nordlander Robert |
| 7/30/2026 | 10:30 a.m. - 2:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Entertainment, Meals and Travel Expenses: Review and Update (Webinar) (26WX-1656)26WX-1656 | *Definition of what qualifies as an entertainment expense.*Strategies to deduct business entertainment expenses.*Deductibility of meals.*Situations not subject to the 50% meals and entertainment reduction.*How to handle automobile issues related to employer-provided parking.*Proper accounting for deductible vs. non-deductible expenditures.*The four steps to analyze business expenses.*The latest federal legislation, cases and rulings | Dilley Steven C |
| 6/19/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Basic Individual Taxation Course (Webinar) (26WX-2966)26WX-2966 | *Defining Federal Income Taxes.*Computing federal income tax liability.*Calculating adjusted gross income.*Defining Qualifying Child.*Determining filing status.*Calculating the Kiddie Tax.*Standard deduction.*Tax Rates for ordinary income, capital gains, and qualified dividend income.*Cash v. Accrual Method.*Filing deadlines and obtaining extensions | McLeod Allison M. |
| 8/14/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Financial Statement Presentation, Disclosure and Analysis (Webinar) (26WX-1873)26WX-1873 | *U.S. GAAP and Special purpose frameworks.*Form and content of financial statements: Balance sheets; Income statements; Statements of cash flows; Retained earnings and/or owners' equity statements; Comprehensive income; Supplementary information.*Comparative vs. single-period financial statements.*Sufficiency of disclosures.*Illustrative disclosures frequently encountered in small-to-medium reporting entities.*Industry-specific nuances.*Purposes of financial statement analysis .*Trend analysis and vertical & horizontal analysis.*Simple and multivariate regression.*Analysis of metrics.*Assessment of liquidity, solvency, and profitability.*Using data visualizations.*The role of qualitative factors | Harper Christopher |
| 6/29/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| A Culture of Regulatory Ethics: A Competitive Advantage (Webinar) (26WX-1662)26WX-1662 | *Does it pay for a company to have strong ethics?.*Can you measure the financial impact of ethics?.*Does ethics make a difference in financial performance?.*Can ethics be used as a competitive advantage?.*What sets the CPA designation apart?.*AICPA Code of Professional Conduct & the Conceptual Framework Approach.*Ethics as a marketing tool.*Personalizing your Code of Ethics.*Four building blocks of ethical culture.*What influences employee behavior?.*Ethical research.*Building trust in organizations.*Maintaining objectivity in difficult situations | Peters David R. |
| 6/19/2026 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| How AI Fits into the Accounting World (Webinar) (26WX-2271)26WX-2271 | *An overview of AI constructs.*How artificial intelligence is being used by accountants today.*Accounting-centric AI developments on the horizon. | Egnatoff Karl W |
| 7/15/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Tax Implications of Retirement Plan Distributions (Webinar) (26WX-2798)26WX-2798 | *Required minimum distributions for a deceased's heirs.*2025 retirement plan contribution limits.*Required minimum distributions and contributions to charity.*Key provisions of Secure Act 2.0 | Dilley Steven C |
| 8/7/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Mining Your Firm Client Database for Revenue (Webinar) (26WX-1798)26WX-1798 | *How accounting and tax professionals can transform dormant data into dynamic growth. When leveraged strategically, your client base becomes more than a list --it becomes a roadmap to higher-value services, expanded engagements, and greater long-term retention.*How to audit client records, segment strategically, and surface needs that often go unmet --all without adding complexity or compromising relationships.*Using the data you already own and relationships you have already built to drive smarter growth. | Meilke Gaynor |
| 6/25/2026 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Supporting Mental Wellness to Thrive in Work and Life (Webinar) (26WX-1725)26WX-1725 | *Understanding Mental Wellness: Explore how the brain functions and the connection between mental and physical wellness. Learn how stress impacts brain health and overall well-being.*Practical Strategies for Balanced Living: Discover techniques for improving sleep, nutrition, and physical activity to support mental wellness. Learn the importance of setting boundaries, fostering open communication, and building meaningful connections.*Recognizing and Managing Support Needs: Identify when to seek additional support and learn how to integrate self-care practices that promote sustainable mental and emotional health. | Smith Alexis |
| 6/23/2026 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Complete Guide to Analyze Data with Excel PivotTables (Webinar) (26WX-2576)26WX-2576 | Introduction to PivotTables: Gain a solid understanding of what PivotTables are, their benefits in Excel, and how to prepare your data for creating effective PivotTables.*Creating and Customizing PivotTables: Learn step-by-step how to build and format PivotTables, including filtering, sorting, and customizing layouts for optimal data analysis. .*Focus on Using PivotTables to Analyze Data: Explore techniques to summarize, group, and compare data with PivotTables, uncovering trends and insights for better decision-making.*Advanced PivotTable Features: Discover advanced tools such as slicers, timelines, and using PowerPivot for deeper analytical capabilities. .*Data Visualization with PivotCharts: Learn to create PivotCharts from your PivotTables and customize them to visually present data insights effectively to stakeholders. | Smith Bryan |
| 7/29/2026 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| ChatGPT and Advanced Accounting Research (Webinar) (26WX-1114)26WX-1114 | *The accounting research transformation: Comparing Google vs. AI methodologies.*AI ecosystems and specialized models for accounting applications.*Advanced prompt engineering techniques for financial and tax research.*AI-powered search engines and deep research platforms for accounting professionals .*AI as an ideation and thinking partner for complex accounting problems .*Specialized accounting research tools and AI superstores.*Persona priming and P&P stacking methodologies for optimal AI interactions.*Ethical considerations and limitations of AI in accounting research.*The compliance chess effect: AI's impact on tax planning and regulatory response.*AI-driven automation for regulatory updates and compliance monitoring | Wasny Garrett |
| 5/28/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Take Command of Your Time (Webinar) (26WX-3027)26WX-3027 | *Identify time wasters and adopt strategies for eliminating them.*Recognize the variety of causes of procrastination and apply techniques to overcome them.*Use practical techniques for prioritizing work.*Delegation strategies.*Incorporate wellness and stress management into your day in short increments.*Understand their energy cycles and use it to manage your schedule.*Learn techniques to decrease stress in the moment (based on neuroscience) | |
| 8/18/2026 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Retaining Top Talent: Strategies for CPA Firms (Webinar) (26WX-3622)26WX-3622 | *The true cost of turnover versus retention investment.*Research findings on why professionals leave or stay.*Whole-person retention strategies beyond compensation.*Work-life balance solutions that maintain productivity.*Career development paths for non-partner track professionals.*Business model transformations for sustainable staffing.*Technology and outsourcing strategies to reduce burnout.*Retention strategies specific to diverse talent and younger professionals
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| 9/12/2026 | 11:30 a.m. - 12:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Mastering the Excel Lookup Functions (Webinar) (26WX-2492)26WX-2492 | *A review of the various lookup functions, beyond VLOOKUP.*Learn which lookup works best for your situation.*How to apply the many lookup functions.*Discover advanced lookup techniques like nested lookups, approximate matching, and handling errors effectively.*An in-depth review of the following functions:.*VLOOKUP / HLOOKUP.*XLOOKUP.*MATCH / INDEX.*XMATCH.*INDIRECT.*FILTER.*SORT / SORTBY.*UNIQUE.*An overview of some newer functions | Smith Bryan |
| 7/25/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Internal Controls Over Compliance vs. Compliance (Webinar) (26WX-3054)26WX-3054 | *Testing internal Controls.*Align internal controls with specific compliance requirements.*The misidentification of controls and the confusion between compliance and control processes | Galasso Melisa |
| 8/18/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Financial and Tax Accounting for S Corporations and Partnerships (Webinar) (26WX-2637)26WX-2637 | *Review the Accounting Standards Codification, OCBOA/Special Purpose Frameworks, and AICPA financial reporting framework and their application to partnerships, LLCs and S corporations.*Financial accounting issues arising from changes in ownership.*Financial vs. tax accounting for partnership/LLC capital accounts.*Section 704(b) substantial economic effect rules and their relation to financial accounting.*The integration of financial accounting with Forms 1065 and 1120S.*Financial accounting basis for ownership interests vs. tax accounting basis for ownership interests.*Deferred tax accounting for partnerships/LLCs and S corporations.*Financial accounting for the operations of a partnership/LLC.*Financial accounting impact of the C to S election and the S to C election.*Financial and tax accounting for S corporation shareholder equity and partner capital accounts.*Financial vs. tax accounting for loans to and from S corporations and their shareholders | Dilley Steven C |
| 7/31/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New CPA to CFO: Essential Competencies for Finance Leaders (Webinar) (26WX-1665)26WX-1665 | *Top competencies hiring executives seek in CFO candidates based on survey of 320+ CEOs and recruiters.*Critical thinking frameworks and strategy creation techniques for financial leadership.*Forward-looking financial skills including capital management, forecasting, and funding strategies.*Industry-specific requirements for high-growth companies and nonprofit organizations.*Practical career development strategies to build CFO-ready competencies | |
| 6/19/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Implementing and Maintaining an Internal Control System (Webinar) (26WX-1322)26WX-1322 | *Control creation and implementation basics.*Implementation and update procedures for an Internal Control system.*Maintaining existing internal controls | Egnatoff Karl W |
| 6/5/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New AI and Accounting in Retail (Webinar) (26WX-3247)26WX-3247 | *AI-powered personalization and its impact on revenue recognition.*Dynamic pricing models and tax compliance risks.*AI in demand forecasting, inventory valuation, and COGS calculations.*Integration challenges with ERP and POS systems.*Governance, ethics, and auditability of AI decisions.*Data quality, audit trails, and regulatory documentation.*AI-assisted fraud detection, financial controls, and oversight | Wasny Garrett |
| 8/27/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Executive Presence, Personal Brand: Structure Your Narrative (Webinar) (26WX-1740)26WX-1740 | *Components of executive presence.*Audience-centered elevator pitch structure.*Professional value proposition framework.*Structuring a concise executive biography.*Aligning personal narrative with organizational value.*Common pitfalls in professional self-presentation.*Application and refinement exercise.* | |
| 6/23/2026 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Internal Controls Over Compliance vs. Compliance (Webinar) (26WX-2309)26WX-2309 | *Testing internal Controls.*Align internal controls with specific compliance requirements.*The misidentification of controls and the confusion between compliance and control processes | Galasso Melisa |
| 7/16/2026 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Smart Formula Selection in Excel: What to Use When (Webinar) (26WX-2653)26WX-2653 | Introduction to Strategic Formula Use:.*Why choosing the right formula matters: clarity, performance, and maintenance.*Common traps: overusing IF, defaulting to familiar tools, ignoring modern functions.*How Excel offers multiple ways to solve the same problem and how to pick wisely.*Conditional Logic and Branching Tools:.*IFS vs SWITCH vs nested IF: comparing readability and structure.*When to simplify logic and how to avoid nested nightmares.*Summarizing Data:.*SUMIFS vs SUMPRODUCT: multiple conditions, weighted sums, totals.*Filtering and Output Control:.*FILTER vs IF + INDEX: dynamic data extraction with vs without Excel 365.*Trade-offs in backward compatibility and ease of use.*Custom Output and Decision Trees:.*CHOOSE vs SWITCH vs LOOKUP: logic trees and category mapping.*Embedded Variables and Reusability:.*LET vs named ranges: clarity and efficiency for long formulas.*Using LAMBDA with LET to create custom functions.*Simplifying and documenting complex calculations.*Best Practices for Formula Selection:.*Criteria for deciding: readability, flexibility, future maintenance.*Tips for avoiding overengineering and formula bloat.* | Smith Bryan |
| 7/31/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Business Tax Update: OBBBA and Recent Developments (Webinar) (26WX-1641)26WX-1641 | *Recent legislation impacting business taxpayers.*The One Big Beautiful Bill Act.*Extenders legislation update.*Meals and entertainment expense reporting.*Partnership and S corporation update.*Income and deductions | Dilley Steven C |
| 6/18/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Leverage PowerBI.com to Create Data Analysis for Others (Webinar) (26WX-2406)26WX-2406 | *Tour of the PowerBI.com Interface: An in-depth walkthrough of the PowerBI.com environment, focusing on user interface elements, navigation, and customization.*PowerBI.com Concepts: Fundamental concepts of PowerBI.com, including its architecture, data handling capabilities, and integration features.*Connecting to Data: Techniques for connecting various data sources to PowerBI.com, ensuring seamless data integration and synchronization.*Visualizations and Dashboards: Creating impactful visualizations and assembling informative dashboards to present data compellingly.*Q&A Feature: Explore the interactive Q&A feature to derive insights through natural language queries.*Sharing Datasets, Reports, Dashboards: Best practices for sharing datasets, reports, and dashboards with different audiences so they can leverage your data analysis work.*Creating Apps: Learn how to package reports and dashboards into apps for easy distribution and consumption.* | Smith Bryan |
| 7/22/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Analyzing IFRS Financial Statements (Webinar) (26WX-1913)26WX-1913 | *Financial Analysis fundamentals: Overview of financial statements, their interconnections, and the foundation of advanced analysis.*Loblaw Companies Case Study: Introduction to our example company and its financial performance.*Advanced Analysis Techniques: Common size analysis, Dupont framework, financial leverage, and operational metrics.*Operational Focus: Separating core business performance from financing activities.*Applied analysis and managerial ratios: Segment analysis, cash flow analysis, and managerial ratios.*Management Commentary: Overview of the corporate narrative as presented from IFRS lens. | Knight Eric |
| 6/30/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Understanding Internal Control Constructs (Webinar) (26WX-1806)26WX-1806 | *Underlying concepts of internal control.*The importance of control measure interdependency | Egnatoff Karl W |
| 6/26/2026 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Controls to Secure the Growing Digital Footprint (Webinar) (26WX-3417)26WX-3417 | *Securing individual documents.*Protecting information resident in the Cloud.*Securing data stored on or accessed by mobile devices | Egnatoff Karl W |
| 9/3/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Reasonable Compensation for S Corps (Webinar) (26WX-3633)26WX-3633 | *Explain the payroll tax advantage of taking distributions over wages.*Review key court cases that shape todays reasonable compensation landscape.*How to use court factors to stress test reasonable compensation.*Best practices for determining reasonable compensation.*Review of the IRS's enforcement on reasonable compensation; past, present and future | |
| 9/14/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethics of Teamwork (Webinar) (26WX-1374)26WX-1374 | *Virtue ethics.*Team dynamics.*Characteristics of highly effective teams.*Meeting management.*Team communication.*Decision making | |
| 6/8/2026 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Ethics, AI and Music: What Every CPA Must Know (Webinar) (26WX-2813)26WX-2813 | *Four key aspects of artificial intelligence that are relevant to CPAs: machine learning, generative AI, large language models, and GPT.*The role that five powerful principles--the principles of ethical intelligence--play in using AI the right way.*Short, focused writing exercises (30 seconds each) designed to deepen understanding of the topic.*Real-world case studies about the use of AI in music as well as accounting.*Answers to several crucial questions about how to use artificial intelligence with ethical intelligence.* | Weinstein Bruce |
| 8/7/2026 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Forensic Accounting: When the Office is a Crime Scene (Webinar) (26WX-2559)26WX-2559 | *A step-by-step process from the initial client phone call to you writing a report of your findings for any civil or criminal actions that may be pursued.*How to advise your client in approaching an allegation of embezzlement.*What pitfalls may arise in finding the truth.*The best practices to ensure that the evidence is preserved properly for potential civil or criminal actions | Nordlander Robert |
| 7/28/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Not-for-Profit GAAP Update (Webinar) (26WX-2079)26WX-2079 | *Recently issued Financial Accounting Standards Board Accounting Standards Updates (ASUs) impacting NFP financial reporting, along with standard-setting projects currently in the FASB pipeline.*The International Non-Profit Accounting Standard (INPAS)-the first comprehensive global accounting framework designed specifically for non-profit organizations, launched in October 2025. | Galasso Melisa |
| 7/7/2026 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Internal Controls Over Compliance vs. Compliance (Webinar) (26WX-3415)26WX-3415 | *Testing internal Controls.*Align internal controls with specific compliance requirements.*The misidentification of controls and the confusion between compliance and control processes | Galasso Melisa |
| 9/2/2026 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Comprehensive Accounting and Financial Reporting Update (Webinar) (26WX-1335)26WX-1335 | *CECL for nonfinancial institutions.*Accounting for Paycheck Protection Program loans.*Accounting for web-hosting services.*Revenue recognition.*Leases.*FASB projects in progress. | Henry Allison M. |
| 6/5/2026 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Learning Path Webinar Bundle: Staff Accountant Core Foundations (Webinar) (26WX-1204)26WX-1204 | *Compilation Preparation and Review Basics and Peer Reviews | Instructor: Allison M. Henry | CPE: 2 | Field of Study: Accounting.*Basic Individual Taxation Course | Instructor: Allison M. McLeod | CPE: 2 | Field of Study: Taxes.*Finding Errors in Excel Spreadsheets | Instructor: Bryan L. Smith | CPE: 2 | Field of Study: Auditing.*Keeping Up with the FASB | Instructor: Dr. Christopher J. Harper | CPE: 2 | Field of Study: Accounting.*What You Can Learn From the Statement of Cash Flows | Instructor: Dr. Christopher J. Harper | CPE: 2 | Field of Study: Accounting | |
| 6/1/2026 | 8 a.m. - 4 p.m. | Online | 10 CPE (10 tech, 0 non-tech) | |
| New Risk Wrangling: Surviving the Modern Business Rodeo (Webinar) (26WX-1680)26WX-1680 | *Risk is the common thread in an evolving landscape.*Risk assessment.*Responding to assessed risks.*Auditing standards.*Other insights from AICPA guidance.*Fraud considerations.*The role of analytics.*Financial reporting considerations.*Risk mitigation | Harper Christopher |
| 6/20/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Generative AI Strategy for Accountants (Webinar) (26WX-2385)26WX-2385 | *Evolution and current state of AI technologies in accounting.*Development of comprehensive AI usage policies and guidelines.*Implementation frameworks for integrating AI into accounting workflows.*Strategic approaches to AI-driven process automation and optimization.*Methods for identifying and capitalizing on AI opportunities.*Best practices for human-AI collaboration in accounting.*Risk management and ethical considerations for AI implementation | Wasny Garrett |
| 7/21/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Accounting and Attestation for ESG (Webinar) (26WX-1886)26WX-1886 | *Current ESG-related initiatives and projects underway at the Financial Accounting Standards Board, Governmental Accounting Standards Board, and the AICPA. .*Types of services CPAs may provide in connection with ESG reporting, including advisory and attestation engagements. | Romero Alexandria |
| 6/29/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Adobe Acrobat Tips for Working with PDF Files (Webinar) (26WX-1233)26WX-1233 | *Review of all that Adobe Acrobat has to offer.*Organizing your PDFs with bookmarks, links, file attachments and more.*Formatting the presentation of PDFs with headers, footers and watermarks.*Creating and processing fillable forms.*Processing documents for e-signature.*Tips for converting email messages, documents and spreadsheets into PDF format.*Combining multiple PDF files into a single binder .*Utilizing the security features of Adobe Acrobat to protect document confidentiality | Higgins John H |
| 6/2/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Finding Errors in Excel Spreadsheets (Webinar) (26WX-3419)26WX-3419 | *Understanding Common Excel Errors: Gain insights into the most common types of errors encountered in Excel, including formula errors, reference errors, and logic errors.*Advanced Formulas and Functions: Learn to use advanced Excel functions and formulas that are crucial for error detection and data analysis.*Data Validation Techniques: Master the art of data validation to prevent errors before they occur. This includes setting up data validation rules and using conditional formatting to highlight potential inaccuracies.*Error Tracing and Auditing Tools: Delve into Excel's auditing tools to trace and fix errors. Learn to use Trace Precedents, Trace Dependents, and the Error Checking tool effectively.* | Smith Bryan |
| 9/3/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Criminal Tax: How CPAs Bring Value to Defense Attorneys (Webinar) (26WX-1675)26WX-1675 | *The common weaknesses in a criminal tax investigation.*The key documents to review (In a sea of thousands of documents).*Crafting questions to recommend in court proceeding. | Nordlander Robert |
| 6/20/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New The Future of Audit: Technology, Talent and Transformation (Webinar) (26WX-2425)26WX-2425 | *Explore AI, blockchain, and data analytics impact on audits.*Address talent crisis through retention and upskilling strategies.*Navigate PCAOB standards and regulatory sandbox concepts.*Expand audits to include ESG and nonfinancial metrics.*Implement technology solutions for firms of all sizes
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| 7/22/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Financial Decisions that Led Two Businessmen to Prison (Webinar) (26WX-3156)26WX-3156 | *Career choices.*Ethical dilemmas.*Judicial proceedings.*Mitigation strategies.*Creating tools to help make better decisions.*Atonement and reconciliation | Paperny Justin |
| 8/24/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Fraud and Embezzlement: Case Studies From the Trenches (Webinar) (26WX-2666)26WX-2666 | *How organizations can find themselves defrauded due to lax oversight and weak internal controls.*How the existence of the "trusted advisor" creates situations where CPAs can drop their professional skepticism.*Illustrations of the issues companies should look for in preventing fraud and embezzlement. | McLeod Allison M. |
| 8/3/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Yellow Book Update (Webinar) (26WX-3023)26WX-3023 | *Significant changes related to quality management and updates affecting key audit roles, with an emphasis on how these revisions impact audit planning and execution.*The GAO's implementation delay and its implications for 2026 audit planning.*Recent leadership changes at the U.S. Government Accountability Office and what those transitions may signal for future guidance and oversight priorities.*Overview of recent updates to the Green Book, helping auditors understand changes to internal control guidance that may affect governmental entities and Single Audit engagements. | Galasso Melisa |
| 8/17/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Internal Controls Over Compliance vs. Compliance (Webinar) (26WX-2994)26WX-2994 | *Testing internal Controls.*Align internal controls with specific compliance requirements.*The misidentification of controls and the confusion between compliance and control processes | Galasso Melisa |
| 8/14/2026 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Accounting for and Auditing Cryptocurrency and Digital Assets (Webinar) (26WX-2411)26WX-2411 | *Common applications related to initial recognition and measurement, subsequent measurement or derecognition, presentation, and disclosure of cryptocurrency and other digital assets.*Feedback from the AICPA's Digital Assets Working Group intended to assist auditors with opining on these digital records | Louis Jennifer F |
| 7/22/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Introduction to Governmental Budgeting (Webinar) (26WX-2503)26WX-2503 | *The basics of governmental budgeting.*Common steps and timeline of the budget process.*What, when and how we should be monitoring the budget throughout the year.*How long-term budgets fit in with the annual budget process. | Romero Alexandria |
| 7/25/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Becoming Conflict Competent (Webinar) (26WX-1962)26WX-1962 | *Levels of conflict.*Strategies to de-escalate conflict.*Distinction between miscommunication and conflict.*Responses to conflict.*Tactics to address, rather than avoid, conflict | |
| 7/2/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Learning Path Webinar Bundle: AI-Powered Accounting (Webinar) (26WX-1949)26WX-1949 | *Generative AI Strategy for Accountants | Instructor: Garrett Wasny | CPE: 2 | Field of Study: Information Technology.*AI 101 for CPAs: Core Concepts and Practical Applications | Instructor: John Higgins | CPE: 2 | Field of Study: Information Technology.*AI Prompt Engineering Masterclass for Accountants | Instructor: Garrett Wasny | CPE: 2 | Field of Study: Information Technology.*How AI Fits into the Accounting World | Instructor: Karl Egnatoff | CPE: 2 | Field of Study: Accounting.*Unlock the Power of AI with Copilot in Excel | Instructor: Bryan L. Smith | CPE: 2 | Field of Study: Computer Software and Applications | |
| 7/1/2026 | 8 a.m. - 4 p.m. | Online | 10 CPE (8 tech, 2 non-tech) | |
| Integrate ChatGPT Into Your Client Advisory Services (Webinar) (26WX-2947)26WX-2947 | ChatGPT and generative AI technology primer.*Building your generative AI vocabulary.*Dig deeper into your engagement research to develop a higher quality advisory service.*Polish your client reporting with the help of ChatGPT.*Developing your ChatGPT client advisory services.*Start with client education. You don't need to be a technical expert to be an educator.*Use AI to help your clients automate their workflows / business processes.*Build better spreadsheets with ChatGPT and Excel.*Help your clients identify, evaluate and select applications for their business | Higgins John H |
| 8/13/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accountants and Malpractice: Can We Get Sued for This? (Webinar) (26WX-1292)26WX-1292 | *How accountant liability is a very real threat in today's litigious society.*A discussion of scenarios in which accounting professionals can find themselves inadvertently involved in a lawsuit.*Pitfalls in which the accountant may find him- or her- self while dealing with clients.*Real-life examples from the speaker's extensive experience as a practitioner and as an expert witness in accounting malpractice cases. | McLeod Allison M. |
| 6/4/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Navigating IRS Correspondence: Responding to IRS Letters (Webinar) (26WX-1403)26WX-1403 | *Types of IRS letters: General notices, audits, collections, return requests, and errors.*Deadlines for responding to IRS correspondence.*Communication best practices for dealing with the IRS.*Avoiding escalation and penalties through proactive responses.*Ensuring compliance when addressing IRS correspondence.*Real-world examples of successful IRS communications.*Common pitfalls in handling IRS letters and how to avoid them.*Strategies for advising clients on IRS correspondence. | Hourani Mary Jane |
| 6/9/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Controls to Secure the Growing Digital Footprint (Webinar) (26WX-2762)26WX-2762 | *Securing individual documents.*Protecting information resident in the Cloud.*Securing data stored on or accessed by mobile devices | Egnatoff Karl W |
| 8/6/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Forensic Accounting: Crafting Expert Reports (Webinar) (26WX-2074)26WX-2074 | *Introduction to Forensic Accounting: Gain an understanding of the fundamentals, roles, and responsibilities of forensic accountants in uncovering financial discrepancies, fraud, and economic damages.*Maintain Ethical Integrity: Learn the importance of ethics in forensic accounting and strategies for ethical decision-making.*Expert Report Preparation: Learn the essential components, best practices, and common pitfalls in writing clear, concise, and objective expert reports for legal proceedings.*Investigation Report Writing: Explore the methodologies for conducting investigations, gathering evidence, and crafting thorough and accurate investigation reports.*Economic Damages Writing: Understand the methodologies and best practices for calculating economic damages, including lost profits, business valuation, and other financial impacts.*Reviewing Investigation Reports and Economic Damages: Analyze real-world examples to review and critique investigation reports and damage calculations, highlighting key insights and lessons learned. | Nordlander Robert |
| 7/7/2026 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| New The Current and Future Landscape of Audit Technology (Webinar) (26WX-2657)26WX-2657 | *Explore the transformative impact of technology on the audit profession in this forward-looking course.*Gain practical insights into cutting-edge tools and trends, including data analytics, artificial intelligence (AI), and automation.*Navigate the evolving audit landscape with confidence and adaptability | Zender Peter J |
| 7/31/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Noble Leadership: An Ethical Approach (Webinar) (26WX-2800)26WX-2800 | *Leadership Definition.*Virtue Ethics.*Relationship of Virtue Ethics to Leadership.*Characteristics of the Noble Leader.*Actions to create a culture of respect and dignity | |
| 8/7/2026 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| How SAS Nos. 134-145 Improve Risk-Based Audits (Webinar) (26WX-1931)26WX-1931 | *Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement audits.*Enhanced required by-product communications with management and those charged with governance to promote more reliable financial statements.*Clarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimates.*New definitions and requirements related to identifying and evaluating risks of material misstatement.*Other important matters contained in SAS Nos. 134-145 | Louis Jennifer F |
| 7/1/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Unlock the Power of AI With Copilot in Excel (Webinar) (26WX-1030)26WX-1030 | *Introduction to Copilot in Excel.*Automating Tasks and Enhancing Productivity.*Advanced Data Insights with Copilot | Smith Bryan |
| 5/22/2026 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethics: How to Run Your Business Well (Webinar) (26WX-2227)26WX-2227 | *The five principles of ethical intelligence.*How to make the right decisions in a range of challenging situations.*The fundamental ethical principal, "Do No Harm" | Weinstein Bruce |
| 7/14/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Public Procurement Basics: Protecting the People's Money (Webinar) (26WX-2488)26WX-2488 | *Guidelines and requirements that will help lead you to public procurement success.*Guidance on how governments can meet complicated procurement needs.*Best practices to protect public and Federal funds. | Romero Alexandria |
| 7/24/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How to Audit Cash (Webinar) (26WX-2549)26WX-2549 | *Auditing Cash.*Audit assertions, risks, and threats to the cash balance.*Auditing procedures to perform | Veno Jaclyn M. |
| 7/28/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Operations Level Internal Control (Webinar) (26WX-1347)26WX-1347 | *An overview of controls that drive procedures.*Considerations for procedural control development.*Understanding and controlling risk that arises when organizations change | Egnatoff Karl W |
| 6/6/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Google Gemini AI for Accountants (Webinar) (26WX-1494)26WX-1494 | *Google Gemini Quick Start.*Gemini Standalone Chatbot.*Mobile App.*Gemini integration with:.*Workspace.*Gmail.*Docs.*Sheets.*Slides.*User Tips | Wasny Garrett |
| 6/12/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Monthly Federal Tax Updates: June 2026 (Webinar) (26WX-1549)26WX-1549 | *Current individual tax issues.*Current business entity tax issues.*Any current tax legislation occurring during the period.*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues | McLeod Allison M. |
| 6/15/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| S Corporations: Calculating Shareholder Basis (Webinar) (26WX-1538)26WX-1538 | *Discuss the calculation of basis when the entity is formed including the impact of contributed property.*Explain the importance of shareholder loans to the entity.*Uses a comprehensive example to illustrate the mechanics of the basis determination process.*Schedule K-1 Basis and Form 7203.*Discuss how basis is impacted by distributions of corporation property.*Explain how basis is impacted by sale/or liquidation of the S corporation interest.*Discuss how S corporation losses impact Form 1040 Schedule E reporting.*Show how to get from the Schedule K-1 information to the basis calculations | Dilley Steven C |
| 6/15/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| An Ethical Approach to Mental Health Issues at Work (Webinar) (26WX-2843)26WX-2843 | *Virtue Ethics and Mental Health.*Definition, Myths and Bias of Mental Health.*Suicide: Facts and Resources.*Recognizing signs of potential mental health challenges.*Empathy and Listening.*Mental Health and Generational Expectations.*Becoming a Mental Health Ally | |
| 8/10/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Calculating the Retirement Need (Webinar) (26WX-2956)26WX-2956 | *Overview of retirement expenses and needs.*Overview of risk tolerance, time value of money and retirement planning factors.*Examples of client retirement situations | Peters David R. |
| 8/13/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Hot Topics Accounting Update (Webinar) (26WX-0959)26WX-0959 | New accounting standards.*The impact on Financial Reporting.*Hot topics in financial reporting.*Current and emerging US GAAP requirements. | Louis Jennifer F |
| 5/19/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Not-for-Profit GAAP Update (Webinar) (26WX-3085)26WX-3085 | *Recently issued Financial Accounting Standards Board Accounting Standards Updates (ASUs) impacting NFP financial reporting, along with standard-setting projects currently in the FASB pipeline.*The International Non-Profit Accounting Standard (INPAS)-the first comprehensive global accounting framework designed specifically for non-profit organizations, launched in October 2025. | Galasso Melisa |
| 8/19/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Microsoft Teams for CPAs: Unlocking Its Full Potential (Webinar) (26WX-3706)26WX-3706 | *Best practices for organizing your teams and channels.*Understanding the role of Teams and SharePoint integration.*Using Teams to communicate and collaborate externally with clients.*Tips and tricks for managing conversations in Teams.*Leveraging Microsoft Copilot AI in Teams | Higgins John H |
| 9/16/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Executive Presence, Personal Brand: Structure Your Narrative (Webinar) (26WX-3339)26WX-3339 | *Components of executive presence.*Audience-centered elevator pitch structure.*Professional value proposition framework.*Structuring a concise executive biography.*Aligning personal narrative with organizational value.*Common pitfalls in professional self-presentation.*Application and refinement exercise.* | |
| 8/31/2026 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Yellow Book Update (Webinar) (26WX-2596)26WX-2596 | *Significant changes related to quality management and updates affecting key audit roles, with an emphasis on how these revisions impact audit planning and execution.*The GAO's implementation delay and its implications for 2026 audit planning.*Recent leadership changes at the U.S. Government Accountability Office and what those transitions may signal for future guidance and oversight priorities.*Overview of recent updates to the Green Book, helping auditors understand changes to internal control guidance that may affect governmental entities and Single Audit engagements. | Galasso Melisa |
| 7/29/2026 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Fundamentals of Form 1040: Individual (Webinar) (26WX-3567)26WX-3567 | *Form 1040 essentials: filing requirements, due dates, and key schedules.*Filing status, dependency rules, and taxable income sources (wages, investment income).*Adjustments to income, deductions and tax credits (standard vs. itemized deductions, EITC, Child Tax Credit, Education Credits).*Preparer due diligence, Circular 230 compliance and taxpayer rights.*IRS cybersecurity considerations and best practices for taxpayer data security.*Legislative updates | Hourani Mary Jane |
| 9/10/2026 | 10:30 a.m. - 2:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New The One Big Beautiful Bill: 2025 Tax Legislation (Webinar) (26WX-1385)26WX-1385 | *The Congressional process in passing tax legislation. .*Major Tax Provisions in the House version of Big Beautiful Bill .*Individual .*General Business .*International .*Health Care Accounts .*Qualified Opportunity Zones .*Industry Specific Provisions .*Tax Exempt Organizations .*Miscellaneous Provisions .*.*.*.* | McLeod Allison M. |
| 6/8/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Navigating IRS Collections: The Collection Process (Webinar) (26WX-2586)26WX-2586 | *Overview of the IRS collection process.*Taxpayer rights and the Taxpayer Bill of Rights.*Collection due process and appeals.*Installment agreements and offers in compromise.*Wage garnishments, levies, and liens.*Penalties and interest. | Hourani Mary Jane |
| 7/29/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Get Started With Power BI (Webinar) (26WX-2765)26WX-2765 | *Overview of the Power BI Tools: Introduction to the Power BI ecosystem, including Excel's Power BI features (Power Pivot and Power Query) and standalone tools (Power BI Desktop, Power BI Service, Power BI Report Builder and Power BI Report Server).*Tour of the Tools: Introduction to the interfaces of Power Pivot, Power Query, Power BI Desktop and Power BI Services.*Comparative Analysis: .*Understand the strengths and limitations of Excel's Power BI features versus standalone Power BI tools.*Strategic decision-making on when to use each tool for optimal efficiency and accuracy in data analysis tasks. | Smith Bryan |
| 8/6/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethics and Technology for CPAs (Webinar) (26WX-3169)26WX-3169 | *The foundational ethical principles CPAs are required to follow and how these principles apply to audit quality, data privacy and security, and the use of emerging technologies.*The profession's need to change to meet its ethics standard in a technology-centric environment.*Changes being considered by the AICPA and the National Association of State Boards of Accountancy that could impact the profession. | Henry Allison M. |
| 8/24/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Not-for-Profit GAAP Update (Webinar) (26WX-1616)26WX-1616 | *Recently issued Financial Accounting Standards Board Accounting Standards Updates (ASUs) impacting NFP financial reporting, along with standard-setting projects currently in the FASB pipeline.*The International Non-Profit Accounting Standard (INPAS)-the first comprehensive global accounting framework designed specifically for non-profit organizations, launched in October 2025. | Galasso Melisa |
| 6/17/2026 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Financial Planning: Auto and Homeowners Insurance (Webinar) (26WX-3644)26WX-3644 | *Overview of Insurance types .*Overview of Insurance policies and contract sections.*Examples of types of policies and coverages.* | Peters David R. |
| 9/14/2026 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| What If Your Client Didn't Take Reasonable Compensation (Webinar) (26WX-3212)26WX-3212 | *Review best practices to help your client evaluate if an S election is an appropriate choice.*How to be proactive and head off common reasonable compensation issues before they happen.*Explore strategies for cash management if cash isn't available at year end.*Explore what's at stake when reasonable compensation isn't paid timely | |
| 8/26/2026 | 12:30 - 1:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Self-Rental Real Estate: Passive Activity and Section 199A (Webinar) (26WX-3007)26WX-3007 | *Definition of self-rental property - both for Sections 199A and 469.*Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1.*Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2.*Form 8582 (passive activity).*The flow-through entity grouping election.*Illustrative examples and consequences of failing to comply with the reporting standards.*Self-rental property and "former passive activities" rules | Dilley Steven C |
| 8/17/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Entertainment, Meals and Travel Expenses: Review and Update (Webinar) (26WX-0973)26WX-0973 | *Definition of what qualifies as an entertainment expense.*Strategies to deduct business entertainment expenses.*Deductibility of meals.*Situations not subject to the 50% meals and entertainment reduction.*How to handle automobile issues related to employer-provided parking.*Proper accounting for deductible vs. non-deductible expenditures.*The four steps to analyze business expenses.*The latest federal legislation, cases and rulings | Dilley Steven C |
| 5/20/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Introduction to Governmental Budgeting (Webinar) (26WX-2900)26WX-2900 | *The basics of governmental budgeting.*Common steps and timeline of the budget process.*What, when and how we should be monitoring the budget throughout the year.*How long-term budgets fit in with the annual budget process. | Romero Alexandria |
| 8/11/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Introduction to Risk Assessment (Webinar) (26WX-1416)26WX-1416 | *Overview of the risk assessment procedures performed during engagements.*Inquiries, analytical procedures, and observation and inspection techniques. .*Understanding how risk assessment drives engagement planning and supports the development of appropriate audit responses. | Veno Jaclyn M. |
| 6/9/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| An Ethical Approach to Mental Health Issues at Work (Webinar) (26WX-1923)26WX-1923 | *Virtue Ethics and Mental Health.*Definition, Myths and Bias of Mental Health.*Suicide: Facts and Resources.*Recognizing signs of potential mental health challenges.*Empathy and Listening.*Mental Health and Generational Expectations.*Becoming a Mental Health Ally | |
| 7/1/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Steps to Stop External Fraud (Webinar) (26WX-2144)26WX-2144 | *Types of external fraud.*Considerations as organizations work to reduce fraud risk.*External fraud and known parties/External fraud unknown perpetrators | Egnatoff Karl W |
| 7/10/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics Based Leadership for Women (Webinar) (26WX-2903)26WX-2903 | *The State of Women in Leadership in the United States.*Leadership Defined.*Virtue Ethics.*Internal and External Challenges for Women in Leadership.*Creating a Culture of Safety and Caring | |
| 8/12/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| How Fraud Can Affect Smaller Organizations (Webinar) (26WX-1527)26WX-1527 | *The reasons for fraud.*Fraudulent acts that are initiated against smaller organizations.*Methods to stop fraud attempts against small businesses | Egnatoff Karl W |
| 6/15/2026 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Common Deficiencies in SSARS Engagements (Webinar) (26WX-2400)26WX-2400 | *Frequent problem areas in preparation, compilation, and review engagements.*The root causes of noncompliance.*Practical approaches firms can use to improve consistency, documentation, and overall engagement performance | Veno Jaclyn M. |
| 7/21/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Financial Planning: Auto and Homeowners Insurance (Webinar) (26WX-2890)26WX-2890 | *Overview of Insurance types .*Overview of Insurance policies and contract sections.*Examples of types of policies and coverages.* | Peters David R. |
| 8/11/2026 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Generative AI Strategy for Accountants (Webinar) (26WX-3704)26WX-3704 | *Evolution and current state of AI technologies in accounting.*Development of comprehensive AI usage policies and guidelines.*Implementation frameworks for integrating AI into accounting workflows.*Strategic approaches to AI-driven process automation and optimization.*Methods for identifying and capitalizing on AI opportunities.*Best practices for human-AI collaboration in accounting.*Risk management and ethical considerations for AI implementation | Wasny Garrett |
| 9/16/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Introduction to Ethics and Professional Skepticism (Webinar) (26WX-2401)26WX-2401 | *The Code of Ethics for Professional Accountants.*The pressures, opportunities, and rationalizations that lead to instances of fraud. .*Interactive examples to illustrate various scenarios of noncompliance during engagements. | Veno Jaclyn M. |
| 7/21/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Retirement Planning: Next Stage for You or Your Client (Webinar) (26WX-3141)26WX-3141 | *Welcome to Your Next Stage -- Developing a new perspective on what this next stage is really all about.*It's About Time -- Discovering a new sense of purpose.*Money Matters -- Assessing your financial conditions.*Relationships Matter Too -- Addressing needed or potential changes in your relationships.*Healthy Habits -- Examining new or renewed ways to stay healthy.*Who I Am -- Creating a new identity, and answering "So what do you do?".*My Master Plan -- Figuring out what to do next | |
| 8/21/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Financial Planning: Auto and Homeowners Insurance (Webinar) (26WX-1736)26WX-1736 | *Overview of Insurance types .*Overview of Insurance policies and contract sections.*Examples of types of policies and coverages.* | Peters David R. |
| 6/23/2026 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Internal Control: Testing for Operating Effectiveness (Webinar) (26WX-3006)26WX-3006 | *Generally accepted audit requirements related to testing controls for operating effectiveness.*Identifying key controls that may prove effective and efficient to test in a control reliance strategy.*Responses when deviations are discovered when evaluating the design or operating effectiveness of internal control.*Leveraging audit evidence available for Service Organization Control (SOC1) Reports.*General computer control considerations when evaluating the design and operating effectiveness of internal control over financial reporting | Louis Jennifer F |
| 8/17/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How AI is Automating Internal Control (Webinar) (26WX-2834)26WX-2834 | *An explanation of Artificial Intelligence (AI).*Specific ways AI is replacing human cognition.*What is on the internal control horizon related to AI and other technologies. | Egnatoff Karl W |
| 8/8/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Yellow Book Update (Webinar) (26WX-1771)26WX-1771 | *Significant changes related to quality management and updates affecting key audit roles, with an emphasis on how these revisions impact audit planning and execution.*The GAO's implementation delay and its implications for 2026 audit planning.*Recent leadership changes at the U.S. Government Accountability Office and what those transitions may signal for future guidance and oversight priorities.*Overview of recent updates to the Green Book, helping auditors understand changes to internal control guidance that may affect governmental entities and Single Audit engagements. | Galasso Melisa |
| 6/24/2026 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New ChatGPT Deep-Dive Hands-on Bootcamp for CPAs (Webinar) (26WX-3129)26WX-3129 | *Getting started with ChatGPT.*Tour of the ChatGPT app and how to use it.*Variety of hands-on case study examples for accounting, finance, and tax.*Protecting your data privacy in ChatGPT.*Advanced ChatGPT features review.*Subscription plan options.* | Higgins John H |
| 8/21/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Compilation, Preparation and Review Basics and Peer Reviews (Webinar) (26WX-2959)26WX-2959 | *Basic requirements included in AR-C Section 60, General Principles; AR-C Section 70, Preparation of Financial Statements; AR-C Section 80, Compilation Engagements; and AR-C Section 90, Review of Financial Statements.*New requirements included in SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions.*Common peer review findings.*Practice tips for high-quality engagements. | Henry Allison M. |
| 8/13/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Forensic Accounting: Court-Approved Methods of Proof (Webinar) (26WX-2334)26WX-2334 | *The role of methods of proof in forensic accounting.*The various types of methods of proof approved by the courts.*The weakness and strengths of the methods of proof.*The formulas in calculating methods of proof.*Applying the formulas in various circumstances. | Nordlander Robert |
| 7/17/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethics: Giving Thanks -- How to Master the Art of Gratitude (Webinar) (26WX-3588)26WX-3588 | *What gratitude is and how expressions of it can vary from culture to culture. .*Several ways you can regularly say "thank you" to valued clients and colleagues. .*Methods for evaluating gratitude in prospective and current employees. | Weinstein Bruce |
| 9/11/2026 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Forgotten Managerial Accounting Tools for CPAs (Webinar) (26WX-2382)26WX-2382 | *Target profit analysis.*Break-even analysis.*Relevant costs and decision-making.*Standard costs and variances.*Activity-based costing.*Segment reporting and analysis | |
| 7/21/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Making Effective Decisions When You Can't Get What You Want (Webinar) (26WX-2208)26WX-2208 | *Decision-making fundamentals.*Cost-volume-profit refresher.*Optimization analysis.*Constraint mitigation strategies.*Coping with incomplete information.*Solver and other Excel capabilities.*Qualitative considerations | Harper Christopher |
| 7/13/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Forgotten Managerial Accounting Tools for CPAs (Webinar) (26WX-2793)26WX-2793 | *Target profit analysis.*Break-even analysis.*Relevant costs and decision-making.*Standard costs and variances.*Activity-based costing.*Segment reporting and analysis | |
| 8/7/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Forensic Accounting: When the Office is a Crime Scene (Webinar) (26WX-2131)26WX-2131 | *A step-by-step process from the initial client phone call to you writing a report of your findings for any civil or criminal actions that may be pursued.*How to advise your client in approaching an allegation of embezzlement.*What pitfalls may arise in finding the truth.*The best practices to ensure that the evidence is preserved properly for potential civil or criminal actions | Nordlander Robert |
| 7/9/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Volume to Value: A New Era of Precision Hiring in Accounting (Webinar) (26WX-3473)26WX-3473 | The shift from volume to precision hiring.*Why firms are moving to targeted, competency-based hiring.*Talent market impacts and competitive hiring realities.*AI in recruiting: practical use cases and implications.*Where AI tools commonly support hiring workflows.*Benefits and limitations of AI-enabled screening and assessment.*The skills mismatch in accounting hiring.*Why critical thinking and professional communication gaps persist.*Why traditional hiring methods miss these competencies.*The new competency hierarchy for high performers.*Defining and prioritizing the competencies that drive results.*AI ethics awareness and professional judgment in an AI-enabled workplace.*Assessment methods for precision hiring.*Structured behavioral interviewing and scoring rubrics.*Work simulations, case presentations, and client scenarios.*Using AI-enabled assessments responsibly and consistently.*Metrics and ROI: evaluating success.*Quality-of-hire measures (performance, ramp time, manager satisfaction).*Retention and turnover measures.*Efficiency measures (time-to-fill, cost-to-fill) and how to balance them.*Implementation roadmap.*A phased approach to adopting precision hiring (foundation → expansion → optimization)-- Building governance, documentation, and consistency for scalability | |
| 9/4/2026 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Fraud Busters: Controls to Prevent and Detect Fraud (Webinar) (26WX-3313)26WX-3313 | *Fraud motivators - the fraud triangle, typical profiles of fraud perpetrators.*Revisiting the basics of controls - design vs effectiveness, preventative vs. detective.*Entity-wide controls and how they can assist in fraud deterrence.*Specific fraud types and the controls that could prevent and detect them | Gohl Keely |
| 8/31/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New The Future of Audit: Technology, Talent and Transformation (Webinar) (26WX-3440)26WX-3440 | *Explore AI, blockchain, and data analytics impact on audits.*Address talent crisis through retention and upskilling strategies.*Navigate PCAOB standards and regulatory sandbox concepts.*Expand audits to include ESG and nonfinancial metrics.*Implement technology solutions for firms of all sizes
* | |
| 9/3/2026 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Federal Tax Updates for Individuals (Webinar) (26WX-3043)26WX-3043 | *Current tax issues affecting individual taxpayers.*Review of recent tax legislation.*Other issues affecting the profession, including IRS procedure, current cases, and other federal tax issues | McLeod Allison M. |
| 8/18/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Ethics: 10 Crucial Qualities of High Character CPAs (Webinar) (26WX-3124)26WX-3124 | *Discover why the ten crucial qualities of high-character CPAs are essential to your success.*Learn how to evaluate these qualities in job candidates and why you must do so | Weinstein Bruce |
| 8/21/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Yellow Book Ethics (Webinar) (26WX-2350)26WX-2350 | *The concept of public interest.*Ethics, independence, and professional judgment.*Competence and continuing professional education.*Quality control and peer review.*Proper use of government information, resources, and position.*Professional behavior | Louis Jennifer F |
| 7/20/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| The CFO Who Went to Prison (Webinar) (26WX-0996)26WX-0996 | *The importance of values.*Identifying success.*Ethical dilemmas.*Mitigation strategies.*Creating tools to help make better decisions.*Personal accountability strategies | Paperny Justin |
| 5/21/2026 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Analyzing Financial Statements (Webinar) (26WX-0972)26WX-0972 | *Balance sheet analysis.*Income statement analysis.*Cash flow statement analysis.*Clues in the notes and MD&A.*Industry nuances | Gohl Keely |
| 5/20/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| A Culture of Regulatory Ethics: A Competitive Advantage (Webinar) (26WX-2808)26WX-2808 | *Does it pay for a company to have strong ethics?.*Can you measure the financial impact of ethics?.*Does ethics make a difference in financial performance?.*Can ethics be used as a competitive advantage?.*What sets the CPA designation apart?.*AICPA Code of Professional Conduct & the Conceptual Framework Approach.*Ethics as a marketing tool.*Personalizing your Code of Ethics.*Four building blocks of ethical culture.*What influences employee behavior?.*Ethical research.*Building trust in organizations.*Maintaining objectivity in difficult situations | Peters David R. |
| 8/7/2026 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| Compilation, Preparation and Review Basics and Peer Reviews (Webinar) (26WX-3405)26WX-3405 | *Basic requirements included in AR-C Section 60, General Principles; AR-C Section 70, Preparation of Financial Statements; AR-C Section 80, Compilation Engagements; and AR-C Section 90, Review of Financial Statements.*New requirements included in SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions.*Common peer review findings.*Practice tips for high-quality engagements. | Henry Allison M. |
| 9/2/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Agentic AI for CPAs: Automate Workflows With Intelligence (Webinar) (26WX-2204)26WX-2204 | *Introduction to Agentic AI concepts and terminology.*Case studies for using AI agents in accounting, finance, and tax services.*Step by step demonstration of creating and deploying an AI agent.*Introduction to Microsoft Copilot Studio agent builder.*Developing your AI agent deployment strategy.* | Higgins John H |
| 7/13/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Microsoft Copilot Deep Dive Hands-on Bootcamp for CPAs (Webinar) (26WX-2713)26WX-2713 | *Getting started with Microsoft Copilot.*Tour of the Copilot app and how to use it.*Variety of hands-on case study examples for accounting, finance and tax.*Protecting your data privacy in Microsoft Copilot.*Advanced Microsoft Copilot features review.*Integration with Microsoft 365 apps.* | Higgins John H |
| 8/4/2026 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Exercise Your Ethics: Techniques to Improve Ethical Response (Webinar) (26WX-2346)26WX-2346 | *Explore research for common answers to "what does ethics mean to you?" and examine whether those are valid.*Identify common ethical barriers - reflecting the latest from the ACFE Report to the Nations.*Discover ways to improve ethical response.*Practice, using practical advice from leading thinkers in ethics. | Gohl Keely |
| 7/20/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| AI Lessons Learned for Accountants (Webinar) (26WX-3162)26WX-3162 | *Introduction to AI R&D in Accounting: Why internal AI research is essential for modern firms.*Theory to Practice: Moving quickly from speculative AI concepts to actionable strategies.*Managing Exponential Change: Understanding the urgency of adapting to AI's rapid evolution.*Proactive AI Engagement: Conducting in-house AI benchmarks, research, and hackathons.*The Dual Role in AI Development: Balancing innovation with data security and ethical responsibilities.*Internal AI Tools Creation: Encouraging accountants to develop AI solutions tailored to their needs.*Data Security and Cyber Threats: Addressing AI-enabled cybercrime and protecting against internal risks.*Mitigating AI Misuse: Recognizing abuse patterns and implementing safe practices.*Challenges in AI Integration: Handling resistance, management concerns, and rapid technological shifts.*.*Continuous Learning and Adaptation: Building a resilient, R&D-focused AI culture in accounting. | Wasny Garrett |
| 8/24/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Partnership/LLC Taxation: Tax Basis Capital Accounts (Webinar) (26WX-1817)26WX-1817 | *Discuss the impact of the Section 199A flow-through entities deduction on partnerships and their partners.*The meaning of a "tax basis capital account".*How the financial accounting and tax capital accounts differ from one another.*Determine a partner's share of the partnership's liabilities.*Distinguish "recourse" loans from "nonrecourse" loans.*What are "qualified nonrecourse financing" loans and how they affect partners.*Section 704 "built-in gain or loss" rules and how they impact Schedule K-1 reporting.*Section 4655 "at risk" rules and how they impact Schedule K-1 reporting | Dilley Steven C |
| 6/26/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: How to Run Your Business Well (Webinar) (26WX-1239)26WX-1239 | *The five principles of ethical intelligence.*How to make the right decisions in a range of challenging situations.*The fundamental ethical principal, "Do No Harm" | Weinstein Bruce |
| 6/2/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Tax Update: One Big Beautiful Bill (Webinar) (26WX-2650)26WX-2650 | *Individual Taxation: Child Tax Credit expansion and additional senior deduction SALT cap extension.*Income & Adjustments: Tip income exclusion, overtime relief, educator expenses.*Education Incentives: Student loan discharge, 529 plan expansion, new "TRUMP Accounts".*Business Taxation: Bonus depreciation, 199A expansion, interest deduction limits.*Estate & Gift Tax: Increased exemption threshold, charitable deduction changes.*Compliance & Reporting: 1099-K, 1099-NEC and 1099-MISC threshold changes | Hourani Mary Jane |
| 7/31/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Professional Ethical Considerations for CPAs (Webinar) (26WX-2608)26WX-2608 | *Core principles of any Code of Professional Conduct applicable to all CPAs, including conflicts of interest, preparing and reporting information, competence, confidential information, and more.*The importance of maintaining independence for CPAs in public practice, especially when also performing nonattest services for the attest client .*Comparing and contrasting various ethical standards, including those promulgated by the AICPA, PCAOB, and international bodies | Louis Jennifer F |
| 7/30/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Controls to Secure the Growing Digital Footprint (Webinar) (26WX-1775)26WX-1775 | *Securing individual documents.*Protecting information resident in the Cloud.*Securing data stored on or accessed by mobile devices | Egnatoff Karl W |
| 6/25/2026 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Corporate Finance Technology Selection: Practical Frameworks (Webinar) (26WX-1104)26WX-1104 | *The changing finance technology landscape: continuous processing, modular ecosystems, automated controls, and real-time visibility (and the risks these shifts introduce).*Technology trends and "AI" definitions: automation vs. machine learning vs. generative AI vs. agentic AI--what each means for governance and auditability.*Five common challenges in finance tech projects and how to address them:.*Cutting through vendor claims and AI hype.*Integration complexity and hidden costs.*Change management and proving ROI.*Data quality readiness for AI and automation.*Risk, security, and governance.*Vendor Evaluation Scorecard: 20 criteria across five categories, including control "deal-breakers" (audit trails, segregation of duties, logging, SOC reporting, error handling).*Five-Year Total Cost Framework: software, implementation, data migration/cleanup, integration build & maintenance, internal costs, training, and ongoing operations (plus common underestimates).*Industry-specific considerations (manufacturing, distribution/wholesale, SaaS/tech, professional services).*Four-phase implementation roadmap with checkpoints and red flags: Assessment & Planning; Selection & Negotiation; Implementation & Testing; Optimization & Ongoing Governance.*Working with external advisers (CPA/auditor involvement, implementation partner expectations, and common deficiencies to avoid) | |
| 5/27/2026 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Tax Implications of Retirement Plan Distributions (Webinar) (26WX-3097)26WX-3097 | *Required minimum distributions for a deceased's heirs.*2025 retirement plan contribution limits.*Required minimum distributions and contributions to charity.*Key provisions of Secure Act 2.0 | Dilley Steven C |
| 8/20/2026 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New AI and Accounting in Construction (Webinar) (26WX-1517)26WX-1517 | *Overview of AI adoption in construction.*Predictive analytics and risk management.*AI-integrated Building Information Modeling (BIM).*Real-time compliance and financial reporting.*Taxation challenges in AI-driven construction.*AI in project scheduling, supply chains, and quality control.*Regulatory frameworks and ethical AI use in audits | Wasny Garrett |
| 6/13/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Retaining Top Talent: Strategies for CPA Firms (Webinar) (26WX-3082)26WX-3082 | *The true cost of turnover versus retention investment.*Research findings on why professionals leave or stay.*Whole-person retention strategies beyond compensation.*Work-life balance solutions that maintain productivity.*Career development paths for non-partner track professionals.*Business model transformations for sustainable staffing.*Technology and outsourcing strategies to reduce burnout.*Retention strategies specific to diverse talent and younger professionals
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| 8/19/2026 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Mining Your Firm Client Database for Revenue (Webinar) (26WX-3470)26WX-3470 | *How accounting and tax professionals can transform dormant data into dynamic growth. When leveraged strategically, your client base becomes more than a list --it becomes a roadmap to higher-value services, expanded engagements, and greater long-term retention.*How to audit client records, segment strategically, and surface needs that often go unmet --all without adding complexity or compromising relationships.*Using the data you already own and relationships you have already built to drive smarter growth. | Meilke Gaynor |
| 9/4/2026 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New CFO Series: Beyond Likes and Shares -- Social Media at Work (Webinar) (26WX-3268)26WX-3268 | *The huge scale of social media; what are the many issues?.*The impact on trust, reputation, our workforce and confidentiality .*The legal and ethical impact of social media with examples of firings, dismissals and silly blunders.*How to develop a marvelous policy for social media at work.*Reduce risk.*Advance preparation for crisis management | Mims Jane |
| 8/28/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Google Gemini Deep Dive Hands-on Bootcamp for CPAs (Webinar) (26WX-1976)26WX-1976 | *Getting started with Gemini.*Tour of the Gemini app and how to use it.*Variety of hands-on case study examples for accounting, finance, and tax.*Protecting your data privacy in Google Gemini.*Advanced Gemini features review.*Integration with Google apps.*Subscription plan option.* | Higgins John H |
| 7/2/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Ethics, Tax Practice and Understanding Circular 230 (Webinar) (26WX-1066)26WX-1066 | *Importance of ethics in tax practice.*Overview of Circular 230 and its application to tax practitioners.*Common ethical violations and penalties.*Procedures to promote compliance with ethical standards.*Real-life scenarios illustrating ethical decision-making in tax preparation.*Circular 230 provisions related to tax return preparation and representation.*Best practices for maintaining professional integrity and compliance | Hourani Mary Jane |
| 5/26/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Professional Ethical Considerations for CPAs (Webinar) (26WX-2003)26WX-2003 | *Core principles of any Code of Professional Conduct applicable to all CPAs, including conflicts of interest, preparing and reporting information, competence, confidential information, and more.*The importance of maintaining independence for CPAs in public practice, especially when also performing nonattest services for the attest client .*Comparing and contrasting various ethical standards, including those promulgated by the AICPA, PCAOB, and international bodies | Louis Jennifer F |
| 7/3/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Basic Individual Taxation Course (Webinar) (26WX-3299)26WX-3299 | *Defining Federal Income Taxes.*Computing federal income tax liability.*Calculating adjusted gross income.*Defining Qualifying Child.*Determining filing status.*Calculating the Kiddie Tax.*Standard deduction.*Tax Rates for ordinary income, capital gains, and qualified dividend income.*Cash v. Accrual Method.*Filing deadlines and obtaining extensions | McLeod Allison M. |
| 8/29/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Professional Ethical Considerations for CPAs (Webinar) (26WX-2229)26WX-2229 | *Core principles of any Code of Professional Conduct applicable to all CPAs, including conflicts of interest, preparing and reporting information, competence, confidential information, and more.*The importance of maintaining independence for CPAs in public practice, especially when also performing nonattest services for the attest client .*Comparing and contrasting various ethical standards, including those promulgated by the AICPA, PCAOB, and international bodies | Louis Jennifer F |
| 7/14/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Internal Control Changes for Remote Workers (Webinar) (26WX-3343)26WX-3343 | *The benefits and pitfalls of remote employees.*How to maximize the value provided by distance workers.*Policies, procedures, and control measures designed for a more geographically dispersed workforce. | Egnatoff Karl W |
| 9/1/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Hot Topics Accounting Update (Webinar) (26WX-1711)26WX-1711 | New accounting standards.*The impact on Financial Reporting.*Hot topics in financial reporting.*Current and emerging US GAAP requirements. | Louis Jennifer F |
| 6/22/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| What If Your Client Didn't Take Reasonable Compensation (Webinar) (26WX-3665)26WX-3665 | *Review best practices to help your client evaluate if an S election is an appropriate choice.*How to be proactive and head off common reasonable compensation issues before they happen.*Explore strategies for cash management if cash isn't available at year end.*Explore what's at stake when reasonable compensation isn't paid timely | |
| 9/15/2026 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Enterprise-Wide Risk Management in Accounting and Finance (Webinar) (26WX-3210)26WX-3210 | *Enterprise-wide risk management best practices for identifying, evaluating, and determining how to respond to relevant risks.*The importance of risk and uncertainty disclosures in the preparation and fair presentation of financial statements, including evolving risks with cybersecurity and ESG.*Coordinating risk management efforts, including the required involvement of corporate governance.*How to embed risk management into day-to-day accounting and finance activities. | Louis Jennifer F |
| 8/26/2026 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Understanding Internal Control Constructs (Webinar) (26WX-2404)26WX-2404 | *Underlying concepts of internal control.*The importance of control measure interdependency | Egnatoff Karl W |
| 7/22/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethics Based Leadership for Women (Webinar) (26WX-2539)26WX-2539 | *The State of Women in Leadership in the United States.*Leadership Defined.*Virtue Ethics.*Internal and External Challenges for Women in Leadership.*Creating a Culture of Safety and Caring | |
| 7/28/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Learning Path Webinar Bundle: Compliance in a Box (Webinar) (26WX-1210)26WX-1210 | *Introduction to Ethics & Professional Skepticism | Instructor: Jaclyn Veno | CPE: 2 | Field of Study: Regulatory Ethics.*Profiles in Fraud | Instructor: Keely Gohl | CPE: 2 | Field of Study: Accounting.*Al Capone to Cybercrime: The Journey of IRS Special Agents | Instructor: Robert Nordlander | CPE: 4 | Field of Study: Taxes.*Common Financial Statement Disclosures | Instructor: Jennifer F. Louis | CPE: 2 | Field of Study: Accounting.*Comprehensive Accounting and Financial Reporting Update | Instructor: Allison M. Henry | CPE: 4 | Field of Study: Accounting.*Tax Update: One Big Beautiful Bill | Instructor: Mary Jane Hourani | CPE: 2 | Field of Study: Taxes.*The Current and Future Landscape of Audit Technology | Instructor: Peter Zender | CPE: 2 | Field of Study: Auditing.*Erase the Mark: Best Practices in Penalty Abatement | Instructor: Robert Nordlander | CPE: 2 | Field of Study: Taxes | |
| 6/1/2026 | 8 a.m. - 4 p.m. | Online | 20 CPE (20 tech, 0 non-tech) | 2 Ethics |
| New Smarter Tax Services With Artificial Intelligence (AI) Tools (Webinar) (26WX-3220)26WX-3220 | *Overview of AI technology and how it works.*Identify where AI can be incorporated into tax research, planning, and compliance services.*Discover new opportunities to enhance your client advisory tax services with AI tools.*Review the market of emerging and AI enhanced tax software tools.*Learn about the newest generation of AI enable 1040 source document collection and organizer applications.*Review specific use cases for generative AI tools (e.g. ChatGPT, Microsoft Copilot) in your tax services.* | Higgins John H |
| 8/26/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How SAS Nos. 134-145 Improve Risk-Based Audits (Webinar) (26WX-0971)26WX-0971 | *Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement audits.*Enhanced required by-product communications with management and those charged with governance to promote more reliable financial statements.*Clarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimates.*New definitions and requirements related to identifying and evaluating risks of material misstatement.*Other important matters contained in SAS Nos. 134-145 | Louis Jennifer F |
| 5/20/2026 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| How Fraud Can Affect Smaller Organizations (Webinar) (26WX-2659)26WX-2659 | *The reasons for fraud.*Fraudulent acts that are initiated against smaller organizations.*Methods to stop fraud attempts against small businesses | Egnatoff Karl W |
| 8/3/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New A&A Update for Not-for-Profits and Single Audit (Webinar) (26WX-1914)26WX-1914 | *Current impacts of accounting and financial reporting on nonprofit entities.*Recently released FASB standards that impact nonprofit financial reporting the most.*Current issues and challenges involving Yellow Book financial statement audits.*Critical considerations when performing Single Audits under OMB Uniform Guidance for Federal Awards.*Important AICPA professional standard developments related to providing audit and nonaudit services to nonprofits | Louis Jennifer F |
| 6/30/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| ChatGPT and Advanced Financial Analysis for Accountants (Webinar) (26WX-1027)26WX-1027 | *Financial Modeling with ChatGPT Integration.*Advanced Ratio Analysis Techniques.*Risk Assessment and Scenario Analysis.*Valuation Methods and ChatGPT Applications.*Utilizing Performance Metrics in Financial Analysis.*Data Analysis and Interpretation with AI.*Investment Analysis Enhanced by ChatGPT | Wasny Garrett |
| 5/22/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Bookkeeper Goes to Prison (Webinar) (26WX-1567)26WX-1567 | *Career choices.*Ethical dilemmas.*Judicial proceedings.*Mitigation strategies.*Creating tools to help make better decisions.*Atonement and reconciliation | Paperny Justin |
| 6/16/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Fraud Busters: Controls to Prevent and Detect Fraud (Webinar) (26WX-2705)26WX-2705 | *Fraud motivators - the fraud triangle, typical profiles of fraud perpetrators.*Revisiting the basics of controls - design vs effectiveness, preventative vs. detective.*Entity-wide controls and how they can assist in fraud deterrence.*Specific fraud types and the controls that could prevent and detect them | Gohl Keely |
| 8/4/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| A Culture of Regulatory Ethics: A Competitive Advantage (Webinar) (26WX-2104)26WX-2104 | *Does it pay for a company to have strong ethics?.*Can you measure the financial impact of ethics?.*Does ethics make a difference in financial performance?.*Can ethics be used as a competitive advantage?.*What sets the CPA designation apart?.*AICPA Code of Professional Conduct & the Conceptual Framework Approach.*Ethics as a marketing tool.*Personalizing your Code of Ethics.*Four building blocks of ethical culture.*What influences employee behavior?.*Ethical research.*Building trust in organizations.*Maintaining objectivity in difficult situations | Peters David R. |
| 7/8/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| Advanced Excel for Staff: Build Reports and Analyze Data (Webinar) (26WX-1116)26WX-1116 | *Building Reports Workflow: Understand the steps for creating professional and functional reports.*Gather and Organize Data: Learn best practices for compiling and cleaning data for accurate analysis.*Set Calculations and Key Metrics: Apply formulas and functions to calculate meaningful insights. .*Format and Structure Report: Use formatting tools to create visually appealing and structured reports.*Review and Validate: Verify data accuracy and troubleshoot potential errors.*Share the Report: Learn methods for distributing reports effectively within your organization. | Smith Bryan |
| 5/28/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Microsoft 365 for CPAs: Unlocking Hidden Productivity Tools (Webinar) (26WX-1937)26WX-1937 | *Round robin review of lesser known M365 apps.*Reduce / eliminate internal email communications with Teams and SharePoint.*Collaborate on spreadsheet and documents with your colleagues in real time.*Get control of your appointment schedule with the Bookings app.*Tap the full potential of OneNote as your primary repository for notes, correspondence and more.*Replace email attachments with secure file sharing links.*Document business processes with the Stream app.*Leverage the power of AI in M365 with Copilot | Higgins John H |
| 7/1/2026 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Entertainment, Meals and Travel Expenses: Review and Update (Webinar) (26WX-1491)26WX-1491 | *Definition of what qualifies as an entertainment expense.*Strategies to deduct business entertainment expenses.*Deductibility of meals.*Situations not subject to the 50% meals and entertainment reduction.*How to handle automobile issues related to employer-provided parking.*Proper accounting for deductible vs. non-deductible expenditures.*The four steps to analyze business expenses.*The latest federal legislation, cases and rulings | Dilley Steven C |
| 6/12/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: Giving Thanks -- How to Master the Art of Gratitude (Webinar) (26WX-2545)26WX-2545 | *What gratitude is and how expressions of it can vary from culture to culture. .*Several ways you can regularly say "thank you" to valued clients and colleagues. .*Methods for evaluating gratitude in prospective and current employees. | Weinstein Bruce |
| 7/28/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Coping With the Growth of Online Fraud (Webinar) (26WX-1557)26WX-1557 | *The actuation of online and other cyber frauds.*Fraudulent acts that are initiated electronically.*Automated and employee driven methods that can reduce cyber-fraud risk | Egnatoff Karl W |
| 6/16/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| ChatGPT and IRS Taxation Law Research (Webinar) (26WX-1966)26WX-1966 | *Utilizing ChatGPT for IRS Tax Law Research: Principles and Practices.*Navigating IRS Databases Using Advanced AI Techniques.*Using IRS Prompt Templates: In-depth Analysis and Application.*ChatGPT in Action: Case Studies and Real-World Scenarios.*Exploring IRS Tax Laws: Strategies, Loopholes, and Compliance.*Error Prevention and Correction in Tax Law Research.*Future Trends: AI's Evolving Role in Taxation and Accounting | Wasny Garrett |
| 7/2/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Forensic Accounting: Court-Approved Methods of Proof (Webinar) (26WX-1072)26WX-1072 | *The role of methods of proof in forensic accounting.*The various types of methods of proof approved by the courts.*The weakness and strengths of the methods of proof.*The formulas in calculating methods of proof.*Applying the formulas in various circumstances. | Nordlander Robert |
| 5/26/2026 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Best Practices: Conducting Meaningful Walkthroughs (Webinar) (26WX-1731)26WX-1731 | *Review of audit procedures.*Documentation requirements.*Real world examples of red flags that may arise. | Veno Jaclyn M. |
| 6/23/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Individual Tax Update: OBBBA and Recent Developments (Webinar) (26WX-3573)26WX-3573 | *Legislation impacting individual taxpayers.*The One Big Beautiful Bill Act.*Extenders legislation update.*Child tax and dependent care credits.*Section 199A deduction.*Capital gains and losses.*Rental real estate.*Other passive activities losses | Dilley Steven C |
| 9/10/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Business Partnerships: Managing Supplier Relationships (Webinar) (26WX-3643)26WX-3643 | *Overview of supplier contracts.*Case studies of successful and not-so-successful supplier relationships.*Risk potentials | Peters David R. |
| 9/14/2026 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New No Tax on Overtime: Payroll Compliance (Webinar) (26WX-2745)26WX-2745 | *Overview of the Fair Labor Standards Act (FLSA) overtime provisions.*Definition of a "workweek" and the 40-hour threshold.*Time-and-a-half requirement and exclusions from overtime pay.*Exempt vs. nonexempt employee classifications (executive, administrative, professional, and industry-specific exemptions).*Excluded payments (discretionary bonuses, reimbursements, retirement contributions).*Step-by-step calculation examples for different compensation structures.*Best practices for documentation and payroll systems.*Case studies illustrating misclassification and miscalculation issues | Hourani Mary Jane |
| 8/5/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Reasonable Compensation for S Corps (Webinar) (26WX-3183)26WX-3183 | *Explain the payroll tax advantage of taking distributions over wages.*Review key court cases that shape todays reasonable compensation landscape.*How to use court factors to stress test reasonable compensation.*Best practices for determining reasonable compensation.*Review of the IRS's enforcement on reasonable compensation; past, present and future | |
| 8/25/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: 10 Crucial Qualities of High Character CPAs (Webinar) (26WX-3699)26WX-3699 | *Discover why the ten crucial qualities of high-character CPAs are essential to your success.*Learn how to evaluate these qualities in job candidates and why you must do so | Weinstein Bruce |
| 9/16/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Microsoft 365 Application Lightning Round Review (Webinar) (26WX-2642)26WX-2642 | *Lightning round review of the following apps, with an explanation and demonstration of what each of them offers.*Teams - the foundation of all that you do in Microsoft 365.*SharePoint / OneDrive - secure cloud storage.*Power BI - the new financial reporting model.*Stream - the YouTube for your organization.*Bookings - streamline your appointment scheduling .*OneNote - get your content organized for quick retrieval .*Lists - create custom list tracking reports.*To Do - consolidate all your Outlook, Planner and general "to do's" in one app.*Planner - manage simple and complex engagements and projects in an intuitive app.*A quick look at many of the remaining apps | Higgins John H |
| 7/31/2026 | 12:30 - 1:30 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Navigating IRS Collections: The Collection Process (Webinar) (26WX-2805)26WX-2805 | *Overview of the IRS collection process.*Taxpayer rights and the Taxpayer Bill of Rights.*Collection due process and appeals.*Installment agreements and offers in compromise.*Wage garnishments, levies, and liens.*Penalties and interest. | Hourani Mary Jane |
| 8/7/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| SEC Case Studies: Ethical Dilemmas in Finance and Accounting (Webinar) (26WX-2771)26WX-2771 | *Introduction to Ethics and Ethical Dilemmas.*Ethical Codes and Professional Standards.*Fraud and the Fraud Triangle.*Ethical Decision-Making Models.*Financial Statement Manipulation Tactics.*Cash Flow and Key Metrics Misrepresentations | Knight Eric |
| 8/6/2026 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Invest in Your Mental Health and Avoid Burnout (Webinar) (26WX-2194)26WX-2194 | *How to recognize burnout and evaluate where you are on the burnout scale.*How impostor syndrome drives coping reactions of overworking, over preparing and perfectionism.*How mindfulness can reduce stress and save time.*Silencing the critical inner voice.*Tools to help you become more attuned to your needs and emotions.*How attending to and regulating your nervous system impacts your mood and well-being. | |
| 7/13/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Complete Guide to Analyze Data with Excel PivotTables (Webinar) (26WX-1597)26WX-1597 | Introduction to PivotTables: Gain a solid understanding of what PivotTables are, their benefits in Excel, and how to prepare your data for creating effective PivotTables.*Creating and Customizing PivotTables: Learn step-by-step how to build and format PivotTables, including filtering, sorting, and customizing layouts for optimal data analysis. .*Focus on Using PivotTables to Analyze Data: Explore techniques to summarize, group, and compare data with PivotTables, uncovering trends and insights for better decision-making.*Advanced PivotTable Features: Discover advanced tools such as slicers, timelines, and using PowerPivot for deeper analytical capabilities. .*Data Visualization with PivotCharts: Learn to create PivotCharts from your PivotTables and customize them to visually present data insights effectively to stakeholders. | Smith Bryan |
| 6/17/2026 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Federal Tax Updates for Individuals (Webinar) (26WX-1637)26WX-1637 | *Current tax issues affecting individual taxpayers.*Review of recent tax legislation.*Other issues affecting the profession, including IRS procedure, current cases, and other federal tax issues | McLeod Allison M. |
| 6/18/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Navigating IRS Collections: The Collection Process (Webinar) (26WX-1181)26WX-1181 | *Overview of the IRS collection process.*Taxpayer rights and the Taxpayer Bill of Rights.*Collection due process and appeals.*Installment agreements and offers in compromise.*Wage garnishments, levies, and liens.*Penalties and interest. | Hourani Mary Jane |
| 5/30/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Annual Update for Accountants and Auditors (Webinar) (26WX-1286)26WX-1286 | *Key accounting and auditing developments affecting accountants and auditors across industries.*Recently issued and upcoming Accounting Standards Updates (ASUs), including standards effective for December 31, 2026 year-ends for public companies, private entities, and not-for-profit organizations.*Recent and proposed standards affecting audit, attestation, and consulting engagements, including SSAE No. 24, SSARS No. 26, exposure drafts related to confirmations and fraud, and SAS No. 149 addressing group audits. | Galasso Melisa |
| 6/3/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Steps to Stop External Fraud (Webinar) (26WX-2312)26WX-2312 | *Types of external fraud.*Considerations as organizations work to reduce fraud risk.*External fraud and known parties/External fraud unknown perpetrators | Egnatoff Karl W |
| 7/17/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Ethics, AI and Music: What Every CPA Must Know (Webinar) (26WX-1358)26WX-1358 | *Four key aspects of artificial intelligence that are relevant to CPAs: machine learning, generative AI, large language models, and GPT.*The role that five powerful principles--the principles of ethical intelligence--play in using AI the right way.*Short, focused writing exercises (30 seconds each) designed to deepen understanding of the topic.*Real-world case studies about the use of AI in music as well as accounting.*Answers to several crucial questions about how to use artificial intelligence with ethical intelligence.* | Weinstein Bruce |
| 6/6/2026 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Understanding and Creating an Internal Control System (Webinar) (26WX-2403)26WX-2403 | *Underlying concepts of internal control.*Defining where and why controls, policies and procedures are needed.*Legacy control measures that are still important for businesses today.*Creating control measures that address the use and protection of technology | Egnatoff Karl W |
| 7/22/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Spring Tax Update With Steve Dilley (Webinar) (26WX-2004)26WX-2004 | *Update and integration of the most recent tax legislation impacting individual and business taxpayers.*Review of individual and business provisions of the Inflation Reduction Act.*Update on significant individual and business tax developments related to cases and rulings.*Update on earned income credit, child credit, and child and dependent care credit.*Crypto reporting update.*Depreciation changes in Sec. 179 and Sec. 168(k) bonus depreciation.*Tax issues impacting "gig" workers, including Form 1099-K.*Update on partnership and S corporations, including Schedules K-2 and K-3 of Forms 1065 and 1120S related to foreign transactions. | Dilley Steven C |
| 7/3/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Controls to Secure the Growing Digital Footprint (Webinar) (26WX-3209)26WX-3209 | *Securing individual documents.*Protecting information resident in the Cloud.*Securing data stored on or accessed by mobile devices | Egnatoff Karl W |
| 8/26/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Managerial Accounting: Your Prescription for Better Decision (Webinar) (26WX-1734)26WX-1734 | *Target profit and Break-even analysis.*Relevant costs and decision-making.*Standard costs and variances.*Activity-based costing.*Segment reporting and analysis.*Budgeting. | Harper Christopher |
| 6/23/2026 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Agentic AI for CPAs: Automate Workflows With Intelligence (Webinar) (26WX-3616)26WX-3616 | *Introduction to Agentic AI concepts and terminology.*Case studies for using AI agents in accounting, finance, and tax services.*Step by step demonstration of creating and deploying an AI agent.*Introduction to Microsoft Copilot Studio agent builder.*Developing your AI agent deployment strategy.* | Higgins John H |
| 9/12/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Fundamentals of Form 1040: Individual (Webinar) (26WX-1850)26WX-1850 | *Form 1040 essentials: filing requirements, due dates, and key schedules.*Filing status, dependency rules, and taxable income sources (wages, investment income).*Adjustments to income, deductions and tax credits (standard vs. itemized deductions, EITC, Child Tax Credit, Education Credits).*Preparer due diligence, Circular 230 compliance and taxpayer rights.*IRS cybersecurity considerations and best practices for taxpayer data security.*Legislative updates | Hourani Mary Jane |
| 6/27/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New No Tax on Overtime: Payroll Compliance (Webinar) (26WX-1756)26WX-1756 | *Overview of the Fair Labor Standards Act (FLSA) overtime provisions.*Definition of a "workweek" and the 40-hour threshold.*Time-and-a-half requirement and exclusions from overtime pay.*Exempt vs. nonexempt employee classifications (executive, administrative, professional, and industry-specific exemptions).*Excluded payments (discretionary bonuses, reimbursements, retirement contributions).*Step-by-step calculation examples for different compensation structures.*Best practices for documentation and payroll systems.*Case studies illustrating misclassification and miscalculation issues | Hourani Mary Jane |
| 6/24/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AI 101 for CPAs: Core Concepts and Practical Applications (Webinar) (26WX-1901)26WX-1901 | *ABCs of how generative AI tools such as ChatGPT, Microsoft Copilot, and Google Gemini work.*What inherent risks are associated with this powerful technology.*Actionable steps you can take to mitigate the risks.*Practical examples of how AI can be applied in accounting, auditing, tax, and finance services | Higgins John H |
| 6/30/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New NotebookLM Use Cases for Accountants (Webinar) (26WX-2946)26WX-2946 | *NotebookLM fundamentals: notebooks, sources, prompts, and outputs.*Turning financial PDFs into searchable, conversational knowledge bases.*Audit and assurance use cases: workpaper synthesis and issue tracking.*Tax and regulatory research: comparing guidance across sources.*Cross-referencing: tracing claims back to documents for defensibility.*Drafting deliverables: memos, client notes, and executive summaries.*Risk controls: confidentiality, data handling, and "trust-but-verify" habits | Wasny Garrett |
| 8/13/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Beyond the Basics: Financial Ratios You Might Be Overlooking (Webinar) (26WX-1091)26WX-1091 | *Understanding Cost Behavior and Its Impact on Decision-Making.*Contribution Margin and Break-Even Analysis.*Margin of Safety and Its Role in Risk Management.*Operating Leverage and Financial Sensitivity.*Analyzing Asset Turnover for Operational Efficiency.*Cash Conversion Cycle and Working Capital Insights.*Free Cash Flow Yield as a Valuation Tool | Knight Eric |
| 5/27/2026 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Al Capone to Cybercrime: The Journey of IRS Special Agents (Webinar) (26WX-2889)26WX-2889 | *Introduction to IRS Criminal Investigation (CI): Overview of its mission, role, and significance in maintaining tax compliance.*Historical Evolution: From its inception in 1919 to its current role, highlighting key milestones and notable cases.*Investigative Techniques and Tools: Detailed look at the methods and technologies used by CI agents to uncover financial crimes.*Importance of IRS CI: Discussion on the impact of CI's work on tax compliance, public confidence, and the broader financial system.*Training of CI Agents: Insight into the rigorous training programs at FLETC and ongoing professional development.*Process of Investigations: Step-by-step breakdown of how tax fraud and money laundering cases are initiated, investigated, and prosecuted. | Nordlander Robert |
| 8/11/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Becoming Conflict Competent (Webinar) (26WX-3608)26WX-3608 | *Levels of conflict.*Strategies to de-escalate conflict.*Distinction between miscommunication and conflict.*Responses to conflict.*Tactics to address, rather than avoid, conflict | |
| 9/12/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Tax Depreciation: Review and Update (Webinar) (26WX-2569)26WX-2569 | *Recent tax legislation and developments related to capitalization.*Eligible property for Section 179 and Section 168(k).*Discussion of the Section 179 deduction and its use to depreciate real property.*The Section 168(k) deduction and its use to depreciate real property.*Disposition of segments of real property.*Exchanges of tangible personal property after repeal of the like-kind exchange rules.*Other related topics | Dilley Steven C |
| 7/29/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Forensic Accounting: Investigating Divorce Cases (Webinar) (26WX-3406)26WX-3406 | *The role of a forensic accountant in divorce proceedings.*The marketing of forensic accounting services to family law attorneys.*How to conduct a financial investigation.*Common areas to uncover hidden assets or income.*The basic calculations in evaluating marital assets.*Testifying in depositions and divorce court | Nordlander Robert |
| 9/2/2026 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Leadership Skills of Tomorrow: Delegate and Listen (Webinar) (26WX-1082)26WX-1082 | *Three levels of listening.*Strategies to remain focused.*Building trust through listening.*Tactics to practice the Titanium Rule.*Delegating with confidence.*Establishing an accountability system | |
| 5/27/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Mastering Partnership Basis: Inside and Outside Basis (Webinar) (26WX-3246)26WX-3246 | *Explain the use of both "inside" and "outside" basis determination.*How to calculate tax basis capital accounts, including when the entity is formed, including the impact of contributed property.*Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis.*Explanation of how basis is impacted distributions and by sale and/or liquidation of the partnership interest.*Comprehensive example to illustrate the mechanics of the basis determination process. | Dilley Steven C |
| 8/27/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Hot Topics Accounting Update (Webinar) (26WX-2753)26WX-2753 | New accounting standards.*The impact on Financial Reporting.*Hot topics in financial reporting.*Current and emerging US GAAP requirements. | Louis Jennifer F |
| 8/5/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Will Your Ethics Be Burned by Burnout? (Webinar) (26WX-2162)26WX-2162 | *Explore the effects of crisis and burnout on ethical decision-making.*Define the stressors, pressures, and biases that can lead good people to make less than optimal choices.*Discuss ways to offset the pressures, ways to reduce stress on ourselves and on our team, and ways to support our teams.*Learn how to recognize when an individual or an organization is heading in the wrong direction and how to stop sliding down the slippery slope | Elder Jennifer H |
| 7/10/2026 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Forgotten Managerial Accounting Tools for CPAs (Webinar) (26WX-0937)26WX-0937 | *Target profit analysis.*Break-even analysis.*Relevant costs and decision-making.*Standard costs and variances.*Activity-based costing.*Segment reporting and analysis | |
| 5/19/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| What's Behind the Data? (Webinar) (26WX-2198)26WX-2198 | *Ways in which data and information can be misleading.*Common pitfalls when encountering data.*How to re-evaluate the data to avoid those pitfalls | Gohl Keely |
| 7/13/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Smarter Tax Services With Artificial Intelligence (AI) Tools (Webinar) (26WX-1936)26WX-1936 | *Overview of AI technology and how it works.*Identify where AI can be incorporated into tax research, planning, and compliance services.*Discover new opportunities to enhance your client advisory tax services with AI tools.*Review the market of emerging and AI enhanced tax software tools.*Learn about the newest generation of AI enable 1040 source document collection and organizer applications.*Review specific use cases for generative AI tools (e.g. ChatGPT, Microsoft Copilot) in your tax services.* | Higgins John H |
| 7/1/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Forensic Accounting: Crafting Expert Reports (Webinar) (26WX-3017)26WX-3017 | *Introduction to Forensic Accounting: Gain an understanding of the fundamentals, roles, and responsibilities of forensic accountants in uncovering financial discrepancies, fraud, and economic damages.*Maintain Ethical Integrity: Learn the importance of ethics in forensic accounting and strategies for ethical decision-making.*Expert Report Preparation: Learn the essential components, best practices, and common pitfalls in writing clear, concise, and objective expert reports for legal proceedings.*Investigation Report Writing: Explore the methodologies for conducting investigations, gathering evidence, and crafting thorough and accurate investigation reports.*Economic Damages Writing: Understand the methodologies and best practices for calculating economic damages, including lost profits, business valuation, and other financial impacts.*Reviewing Investigation Reports and Economic Damages: Analyze real-world examples to review and critique investigation reports and damage calculations, highlighting key insights and lessons learned. | Nordlander Robert |
| 8/17/2026 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Invest in Your Mental Health and Avoid Burnout (Webinar) (26WX-2572)26WX-2572 | *How to recognize burnout and evaluate where you are on the burnout scale.*How impostor syndrome drives coping reactions of overworking, over preparing and perfectionism.*How mindfulness can reduce stress and save time.*Silencing the critical inner voice.*Tools to help you become more attuned to your needs and emotions.*How attending to and regulating your nervous system impacts your mood and well-being. | |
| 7/29/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethics: How to Give and Receive Criticism the Right Way (Webinar) (26WX-1804)26WX-1804 | *Entertaining lecture by a professional presenter, illustrated with relevant video clips and photographs, to cover the main points of the webinar.*Writing exercises, so you can see how these lessons apply to your own CPA practice and personal life.*True stories about CPAs and other leaders to show what can happen when apologies and criticism are done right, and the pitfalls of doing them the wrong way | Weinstein Bruce |
| 6/26/2026 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Learning Path Webinar Bundle: Government and Not-for-Profit Specialist (Webinar) (26WX-3368)26WX-3368 | *Yellow Book Ethics | Instructor: Jennifer F. Louis | CPE: 2 | Field of Study: Regulatory Ethics.*Annual Update for Governments and Not-for-Profits | Instructor: Melisa Galasso | CPE: 4 | Field of Study: Accounting (Governmental).*What's Changing in A&A for Governmental Entities | Instructor: Melisa Galasso | CPE: 4 | Field of Study: Accounting (Governmental) | |
| 9/1/2026 | 8 a.m. - 4 p.m. | Online | 10 CPE (10 tech, 0 non-tech) | 2 Ethics |
| Ethical AI Practices for CPAs: Ensuring Responsible Use (Webinar) (26WX-2293)26WX-2293 | *Understanding ethical implications of AI.*Data privacy and security considerations.*Compliance with regulations and professional standards.*Developing ethical AI policies and procedures | Higgins John H |
| 7/16/2026 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Integrate ChatGPT Into Your Client Advisory Services (Webinar) (26WX-3529)26WX-3529 | ChatGPT and generative AI technology primer.*Building your generative AI vocabulary.*Dig deeper into your engagement research to develop a higher quality advisory service.*Polish your client reporting with the help of ChatGPT.*Developing your ChatGPT client advisory services.*Start with client education. You don't need to be a technical expert to be an educator.*Use AI to help your clients automate their workflows / business processes.*Build better spreadsheets with ChatGPT and Excel.*Help your clients identify, evaluate and select applications for their business | Higgins John H |
| 9/9/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Yellow Book Update (Webinar) (26WX-2757)26WX-2757 | *Significant changes related to quality management and updates affecting key audit roles, with an emphasis on how these revisions impact audit planning and execution.*The GAO's implementation delay and its implications for 2026 audit planning.*Recent leadership changes at the U.S. Government Accountability Office and what those transitions may signal for future guidance and oversight priorities.*Overview of recent updates to the Green Book, helping auditors understand changes to internal control guidance that may affect governmental entities and Single Audit engagements. | Galasso Melisa |
| 8/5/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Yellow Book Independence and Single Audit Fundamentals (Webinar) (26WX-3041)26WX-3041 | *The conceptual framework approach to independence.*Independence threats related to preparing financial statements and accounting records.*Consideration of specific non-audit services that would and would not impair independence.*Documentation necessary to support adequate consideration of auditor consideration.*Fundamentals of a compliance audit performed under the Uniform Guidance.*Schedule of expenditure of federal awards.*Determination of major programs.*Using the Compliance Supplement .*Uniform Guidance administrative requirements and cost principles .*Testing internal control over compliance.*Testing compliance.*Writing an audit finding.*Reporting requirements of a single audit | Burke Adelina |
| 8/18/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Schedule K-1: What is it and What Do I Do With it? (Webinar) (26WX-1681)26WX-1681 | *Overview of Schedule K-1 for Partnerships, S Corporations, and Estates/Trusts.*Reporting Schedule K-1 information on Form 1040.*Basis limitations, loss limitations, and material participation rules.*Qualified Business Income (QBI) Deduction and Schedule K-1 integration.*Schedules K-2 and K-3 requirements | Hourani Mary Jane |
| 6/20/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Mining Your Firm Client Database for Revenue (Webinar) (26WX-1342)26WX-1342 | *How accounting and tax professionals can transform dormant data into dynamic growth. When leveraged strategically, your client base becomes more than a list --it becomes a roadmap to higher-value services, expanded engagements, and greater long-term retention.*How to audit client records, segment strategically, and surface needs that often go unmet --all without adding complexity or compromising relationships.*Using the data you already own and relationships you have already built to drive smarter growth. | Meilke Gaynor |
| 6/5/2026 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Overcoming Tech Adoption Challenges in CPA Firms (Webinar) (26WX-2107)26WX-2107 | Five critical technology adoption challenges facing CPA firms today.*Digital maturity assessment models and implementation frameworks.*AI integration strategies for tax, audit, and advisory services.*Cybersecurity considerations and risk management protocols.*Case studies of successful technology transformations in accounting firms | |
| 7/8/2026 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Forensic Accounting: Investigating Divorce Cases (Webinar) (26WX-2750)26WX-2750 | *The role of a forensic accountant in divorce proceedings.*The marketing of forensic accounting services to family law attorneys.*How to conduct a financial investigation.*Common areas to uncover hidden assets or income.*The basic calculations in evaluating marital assets.*Testifying in depositions and divorce court | Nordlander Robert |
| 8/5/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Adobe Acrobat Tips for Working with PDF Files (Webinar) (26WX-2934)26WX-2934 | *Review of all that Adobe Acrobat has to offer.*Organizing your PDFs with bookmarks, links, file attachments and more.*Formatting the presentation of PDFs with headers, footers and watermarks.*Creating and processing fillable forms.*Processing documents for e-signature.*Tips for converting email messages, documents and spreadsheets into PDF format.*Combining multiple PDF files into a single binder .*Utilizing the security features of Adobe Acrobat to protect document confidentiality | Higgins John H |
| 8/13/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| How AI Fits into the Accounting World (Webinar) (26WX-2132)26WX-2132 | *An overview of AI constructs.*How artificial intelligence is being used by accountants today.*Accounting-centric AI developments on the horizon. | Egnatoff Karl W |
| 7/9/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Navigating IRS Correspondence: Responding to IRS Letters (Webinar) (26WX-1246)26WX-1246 | *Types of IRS letters: General notices, audits, collections, return requests, and errors.*Deadlines for responding to IRS correspondence.*Communication best practices for dealing with the IRS.*Avoiding escalation and penalties through proactive responses.*Ensuring compliance when addressing IRS correspondence.*Real-world examples of successful IRS communications.*Common pitfalls in handling IRS letters and how to avoid them.*Strategies for advising clients on IRS correspondence. | Hourani Mary Jane |
| 6/2/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Multi-Year Failure to File: Getting into Compliance (Webinar) (26WX-1008)26WX-1008 | *Process-from client onboarding and transcript analysis.*Risk assessment, ethical considerations, and resolution strategies.*Manage cases involving individuals, married couples, businesses, payroll taxes, and S corporations.*Real-world examples, IRS references, and best practices are integrated throughout to ensure confidence and compliance. | Nordlander Robert |
| 5/21/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Ethics of Teamwork (Webinar) (26WX-2610)26WX-2610 | *Virtue ethics.*Team dynamics.*Characteristics of highly effective teams.*Meeting management.*Team communication.*Decision making | |
| 7/30/2026 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Forgotten Managerial Accounting Tools for CPAs (Webinar) (26WX-1812)26WX-1812 | *Target profit analysis.*Break-even analysis.*Relevant costs and decision-making.*Standard costs and variances.*Activity-based costing.*Segment reporting and analysis | |
| 6/26/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Internal Control Changes for Remote Workers (Webinar) (26WX-2968)26WX-2968 | *The benefits and pitfalls of remote employees.*How to maximize the value provided by distance workers.*Policies, procedures, and control measures designed for a more geographically dispersed workforce. | Egnatoff Karl W |
| 8/14/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Al Capone to Cybercrime: The Journey of IRS Special Agents (Webinar) (26WX-3711)26WX-3711 | *Introduction to IRS Criminal Investigation (CI): Overview of its mission, role, and significance in maintaining tax compliance.*Historical Evolution: From its inception in 1919 to its current role, highlighting key milestones and notable cases.*Investigative Techniques and Tools: Detailed look at the methods and technologies used by CI agents to uncover financial crimes.*Importance of IRS CI: Discussion on the impact of CI's work on tax compliance, public confidence, and the broader financial system.*Training of CI Agents: Insight into the rigorous training programs at FLETC and ongoing professional development.*Process of Investigations: Step-by-step breakdown of how tax fraud and money laundering cases are initiated, investigated, and prosecuted. | Nordlander Robert |
| 9/16/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Managing Current Fraud Trends in a Shifting Environment (Webinar) (26WX-1056)26WX-1056 | *Summary of the impact of fraud on entities worldwide.*Common fraud schemes and typical median losses that result.*How smaller entity fraud risk differs from those of larger entities.*The statistical profile of the most common fraud perpetrator.*The most effective methods for preventing and detecting fraud.*Cybersecurity risk management trends and best practices. | Louis Jennifer F |
| 5/26/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New No Tax on Overtime: Payroll Compliance (Webinar) (26WX-2388)26WX-2388 | *Overview of the Fair Labor Standards Act (FLSA) overtime provisions.*Definition of a "workweek" and the 40-hour threshold.*Time-and-a-half requirement and exclusions from overtime pay.*Exempt vs. nonexempt employee classifications (executive, administrative, professional, and industry-specific exemptions).*Excluded payments (discretionary bonuses, reimbursements, retirement contributions).*Step-by-step calculation examples for different compensation structures.*Best practices for documentation and payroll systems.*Case studies illustrating misclassification and miscalculation issues | Hourani Mary Jane |
| 7/21/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Professional Ethical Considerations for CPAs (Webinar) (26WX-2879)26WX-2879 | *Core principles of any Code of Professional Conduct applicable to all CPAs, including conflicts of interest, preparing and reporting information, competence, confidential information, and more.*The importance of maintaining independence for CPAs in public practice, especially when also performing nonattest services for the attest client .*Comparing and contrasting various ethical standards, including those promulgated by the AICPA, PCAOB, and international bodies | Louis Jennifer F |
| 8/11/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Financial Decisions that Led Two Businessmen to Prison (Webinar) (26WX-1326)26WX-1326 | *Career choices.*Ethical dilemmas.*Judicial proceedings.*Mitigation strategies.*Creating tools to help make better decisions.*Atonement and reconciliation | Paperny Justin |
| 6/5/2026 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 2024 Revision to Government Auditing Standards Impact (Webinar) (26WX-3697)26WX-3697 | *Key changes made by the 2024 Revision to Government Auditing Standards.*Review when the GAGAS requirements are applicable to a financial statement audit.*When reporting on key audit matters may apply in a GAGAS audit.*Clarifications related to the independence requirements in a financial statement audit imposed by the 2024 Yellow Book.*Review the impact of the Quality Management Standards to a financial statement audit conducted under the 2024 Revision to Government Auditing Standards.*Other important matters contained in the 2024 Government Auditing Standards related to financial statement audits | Bradley Daniel W |
| 9/16/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Managerial Accounting: Your Prescription for Better Decision (Webinar) (26WX-1201)26WX-1201 | *Target profit and Break-even analysis.*Relevant costs and decision-making.*Standard costs and variances.*Activity-based costing.*Segment reporting and analysis.*Budgeting. | Harper Christopher |
| 6/1/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Resistance to Resilience: Strive for Tech Change Acceptance (Webinar) (26WX-2869)26WX-2869 | *Resistance to resilience in embracing new technologies.*Overcoming barriers and ensuring successful implementation.*Cutting-edge audit technologies, including AI, data analytics, and automation.*Insights into the Technology Acceptance Model (TAM) | Zender Peter J |
| 8/10/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Basic Individual Taxation Course (Webinar) (26WX-1231)26WX-1231 | *Defining Federal Income Taxes.*Computing federal income tax liability.*Calculating adjusted gross income.*Defining Qualifying Child.*Determining filing status.*Calculating the Kiddie Tax.*Standard deduction.*Tax Rates for ordinary income, capital gains, and qualified dividend income.*Cash v. Accrual Method.*Filing deadlines and obtaining extensions | McLeod Allison M. |
| 6/2/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Navigating IRS Correspondence: Responding to IRS Letters (Webinar) (26WX-3229)26WX-3229 | *Types of IRS letters: General notices, audits, collections, return requests, and errors.*Deadlines for responding to IRS correspondence.*Communication best practices for dealing with the IRS.*Avoiding escalation and penalties through proactive responses.*Ensuring compliance when addressing IRS correspondence.*Real-world examples of successful IRS communications.*Common pitfalls in handling IRS letters and how to avoid them.*Strategies for advising clients on IRS correspondence. | Hourani Mary Jane |
| 8/26/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How Fraud Can Affect Smaller Organizations (Webinar) (26WX-1260)26WX-1260 | *The reasons for fraud.*Fraudulent acts that are initiated against smaller organizations.*Methods to stop fraud attempts against small businesses | Egnatoff Karl W |
| 6/3/2026 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| CFO Solutions to IRS Problems (Webinar) (26WX-2972)26WX-2972 | *The authority of IRS in assessing and collecting taxes.*The common misconceptions when dealing with IRS.*Common questionable actions by business owners.*How to prepare for an IRS audit.*The seven options in IRS collections.*Possible criminal tax violations by CFOs and small business owners. | Nordlander Robert |
| 8/14/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Integrate ChatGPT Into Your Client Advisory Services (Webinar) (26WX-1331)26WX-1331 | ChatGPT and generative AI technology primer.*Building your generative AI vocabulary.*Dig deeper into your engagement research to develop a higher quality advisory service.*Polish your client reporting with the help of ChatGPT.*Developing your ChatGPT client advisory services.*Start with client education. You don't need to be a technical expert to be an educator.*Use AI to help your clients automate their workflows / business processes.*Build better spreadsheets with ChatGPT and Excel.*Help your clients identify, evaluate and select applications for their business | Higgins John H |
| 6/5/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Unlock the Power of AI With Copilot in Excel (Webinar) (26WX-1296)26WX-1296 | *Introduction to Copilot in Excel.*Automating Tasks and Enhancing Productivity.*Advanced Data Insights with Copilot | Smith Bryan |
| 6/4/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Forensic Accounting: Court-Approved Methods of Proof (Webinar) (26WX-1011)26WX-1011 | *The role of methods of proof in forensic accounting.*The various types of methods of proof approved by the courts.*The weakness and strengths of the methods of proof.*The formulas in calculating methods of proof.*Applying the formulas in various circumstances. | Nordlander Robert |
| 5/21/2026 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New A&A Update for Not-for-Profits and Single Audit (Webinar) (26WX-1712)26WX-1712 | *Current impacts of accounting and financial reporting on nonprofit entities.*Recently released FASB standards that impact nonprofit financial reporting the most.*Current issues and challenges involving Yellow Book financial statement audits.*Critical considerations when performing Single Audits under OMB Uniform Guidance for Federal Awards.*Important AICPA professional standard developments related to providing audit and nonaudit services to nonprofits | Louis Jennifer F |
| 6/22/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Navigating IRS Collections: The Collection Process (Webinar) (26WX-1005)26WX-1005 | *Overview of the IRS collection process.*Taxpayer rights and the Taxpayer Bill of Rights.*Collection due process and appeals.*Installment agreements and offers in compromise.*Wage garnishments, levies, and liens.*Penalties and interest. | Hourani Mary Jane |
| 5/21/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How AI Fits into the Accounting World (Webinar) (26WX-1280)26WX-1280 | *An overview of AI constructs.*How artificial intelligence is being used by accountants today.*Accounting-centric AI developments on the horizon. | Egnatoff Karl W |
| 6/3/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Microsoft 365 Application Lightning Round Review (Webinar) (26WX-0978)26WX-0978 | *Lightning round review of the following apps, with an explanation and demonstration of what each of them offers.*Teams - the foundation of all that you do in Microsoft 365.*SharePoint / OneDrive - secure cloud storage.*Power BI - the new financial reporting model.*Stream - the YouTube for your organization.*Bookings - streamline your appointment scheduling .*OneNote - get your content organized for quick retrieval .*Lists - create custom list tracking reports.*To Do - consolidate all your Outlook, Planner and general "to do's" in one app.*Planner - manage simple and complex engagements and projects in an intuitive app.*A quick look at many of the remaining apps | Higgins John H |
| 5/20/2026 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| A Working Parent's Guide to Prioritizing Mental Wellness (Webinar) (26WX-2319)26WX-2319 | *Challenging Cultural Expectations and Managing Stress: Explore the impact of societal pressures and develop strategies to counter unrealistic expectations while managing stress effectively.*Prioritizing Self-Care and Physical Well-Being: Learn the importance of self-care, including sleep, exercise, relaxation, and setting boundaries, as well as understanding the critical connection between physical and mental health.*Seeking Support and Building Resilience: Recognize when to seek help -whether through therapy, friends, or family- and develop skills to build resilience, create flexible work arrangements, and identify when additional support, such as professional intervention, is needed. | Smith Alexis |
| 7/17/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Fundamentals of Form 1040: Business (Webinar) (26WX-1735)26WX-1735 | *Self-employment and business income taxation (Schedule C, self-employment tax, business deductions).*Reporting income from pass-through entities (Schedule E, Schedule K-1, Shareholder stock and debt basis on Form 7203).*Application of Form 7217 for capital construction funds.*Best practices for self-employed clients and small business owners.*Key deductions and credits for business owners.*Avoiding common IRS audit triggers related to business income reporting.*Legislative updates impacting business income taxation in the current year | Hourani Mary Jane |
| 6/23/2026 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Navigating IRS Correspondence: Responding to IRS Letters (Webinar) (26WX-3398)26WX-3398 | *Types of IRS letters: General notices, audits, collections, return requests, and errors.*Deadlines for responding to IRS correspondence.*Communication best practices for dealing with the IRS.*Avoiding escalation and penalties through proactive responses.*Ensuring compliance when addressing IRS correspondence.*Real-world examples of successful IRS communications.*Common pitfalls in handling IRS letters and how to avoid them.*Strategies for advising clients on IRS correspondence. | Hourani Mary Jane |
| 9/2/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Monthly Federal Tax Updates: June 2026 (Webinar) (26WX-1707)26WX-1707 | *Current individual tax issues.*Current business entity tax issues.*Any current tax legislation occurring during the period.*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues | McLeod Allison M. |
| 6/22/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Fundamentals of Form 1040: Individual (Webinar) (26WX-2300)26WX-2300 | *Form 1040 essentials: filing requirements, due dates, and key schedules.*Filing status, dependency rules, and taxable income sources (wages, investment income).*Adjustments to income, deductions and tax credits (standard vs. itemized deductions, EITC, Child Tax Credit, Education Credits).*Preparer due diligence, Circular 230 compliance and taxpayer rights.*IRS cybersecurity considerations and best practices for taxpayer data security.*Legislative updates | Hourani Mary Jane |
| 7/16/2026 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Common Deficiencies in SSARS Engagements (Webinar) (26WX-2170)26WX-2170 | *Frequent problem areas in preparation, compilation, and review engagements.*The root causes of noncompliance.*Practical approaches firms can use to improve consistency, documentation, and overall engagement performance | Veno Jaclyn M. |
| 7/10/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New AICPA Regulatory Ethics Update (Webinar) (26WX-2245)26WX-2245 | *Update on ethics and independence developments from the AICPA Professional Ethics Executive Committee (PEEC).*Recent developments shaping ethical requirements for the profession.*Proposed and ongoing projects on PEEC's agenda | Galasso Melisa |
| 7/14/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Introduction to Yellow Book: 8-Credit Boot Camp (Webinar) (26WX-1463)26WX-1463 | *The basics needed to understand what makes nonprofit and governmental accounting & auditing unique. .*The key financial reporting differences for governmental and nonprofit entities.*The fundamentals of Yellow Book and Uniform Guidance audits. | Galasso Melisa |
| 6/11/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Tax Implications of Retirement Plan Distributions (Webinar) (26WX-2323)26WX-2323 | *Required minimum distributions for a deceased's heirs.*2025 retirement plan contribution limits.*Required minimum distributions and contributions to charity.*Key provisions of Secure Act 2.0 | Dilley Steven C |
| 7/17/2026 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Business Partnerships: Managing Supplier Relationships (Webinar) (26WX-2270)26WX-2270 | *Overview of supplier contracts.*Case studies of successful and not-so-successful supplier relationships.*Risk potentials | Peters David R. |
| 7/15/2026 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Forensic Accounting: Court-Approved Methods of Proof (Webinar) (26WX-1339)26WX-1339 | *The role of methods of proof in forensic accounting.*The various types of methods of proof approved by the courts.*The weakness and strengths of the methods of proof.*The formulas in calculating methods of proof.*Applying the formulas in various circumstances. | Nordlander Robert |
| 6/5/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Securing Your Data With a Password Management App (Webinar) (26WX-2718)26WX-2718 | *Introduction to the world of password management apps and what makes them so secure.*Review and demonstration of top selling password management apps.*Software features that will be reviewed.*Password generation.*Emergency user access.*Entity vs. individual password management.*Desktop vs. cloud based.*Multi device synchronization.*PII (personally identifiable information) forms filler.*Credit card storage.*Digital data vault | Higgins John H |
| 8/4/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Learning Path Webinar Bundle: AI-Powered Accounting (Webinar) (26WX-3371)26WX-3371 | *Generative AI Strategy for Accountants | Instructor: Garrett Wasny | CPE: 2 | Field of Study: Information Technology.*AI 101 for CPAs: Core Concepts and Practical Applications | Instructor: John Higgins | CPE: 2 | Field of Study: Information Technology.*AI Prompt Engineering Masterclass for Accountants | Instructor: Garrett Wasny | CPE: 2 | Field of Study: Information Technology.*How AI Fits into the Accounting World | Instructor: Karl Egnatoff | CPE: 2 | Field of Study: Accounting.*Unlock the Power of AI with Copilot in Excel | Instructor: Bryan L. Smith | CPE: 2 | Field of Study: Computer Software and Applications | |
| 9/1/2026 | 8 a.m. - 4 p.m. | Online | 10 CPE (8 tech, 2 non-tech) | |
| Ethics: How to Give and Receive Criticism the Right Way (Webinar) (26WX-3342)26WX-3342 | *Entertaining lecture by a professional presenter, illustrated with relevant video clips and photographs, to cover the main points of the webinar.*Writing exercises, so you can see how these lessons apply to your own CPA practice and personal life.*True stories about CPAs and other leaders to show what can happen when apologies and criticism are done right, and the pitfalls of doing them the wrong way | Weinstein Bruce |
| 9/1/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New The AI Revolution in 2026: What CPAs Should Know (Webinar) (26WX-2774)26WX-2774 | *State of AI technology in 2026: capabilities, limits, and vendor solutions landscape.*Essential terminology: models, training data, prompts, agents, guardrails, and more.*CPA use cases: accounting, tax, advisory, and more.*Risk management and data governance: data privacy, bias, accuracy, documentation.*What's next: near-term trends and how to evaluate new tools | Higgins John H |
| 8/6/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Building a Better Budget in a Time of Uncertainty (Webinar) (26WX-3016)26WX-3016 | *Budgets vs. Forecasts.*Cyclicality.*Core Earnings & Sustainable Growth.*Identifying Key Forecast Drivers.*Reasonableness in Forecasting.*Approaches to Budgeting.*Budgeting Variances.*Horizontal Analysis.*Flexible Budgeting | Peters David R. |
| 8/17/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Introduction to Ethics and Professional Skepticism (Webinar) (26WX-2052)26WX-2052 | *The Code of Ethics for Professional Accountants.*The pressures, opportunities, and rationalizations that lead to instances of fraud. .*Interactive examples to illustrate various scenarios of noncompliance during engagements. | Veno Jaclyn M. |
| 7/6/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Coping With the Growth of Online Fraud (Webinar) (26WX-2567)26WX-2567 | *The actuation of online and other cyber frauds.*Fraudulent acts that are initiated electronically.*Automated and employee driven methods that can reduce cyber-fraud risk | Egnatoff Karl W |
| 7/29/2026 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New The Future of Audit: Technology, Talent and Transformation (Webinar) (26WX-2306)26WX-2306 | *Explore AI, blockchain, and data analytics impact on audits.*Address talent crisis through retention and upskilling strategies.*Navigate PCAOB standards and regulatory sandbox concepts.*Expand audits to include ESG and nonfinancial metrics.*Implement technology solutions for firms of all sizes
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| 7/16/2026 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Tax Update: One Big Beautiful Bill (Webinar) (26WX-3231)26WX-3231 | *Individual Taxation: Child Tax Credit expansion and additional senior deduction SALT cap extension.*Income & Adjustments: Tip income exclusion, overtime relief, educator expenses.*Education Incentives: Student loan discharge, 529 plan expansion, new "TRUMP Accounts".*Business Taxation: Bonus depreciation, 199A expansion, interest deduction limits.*Estate & Gift Tax: Increased exemption threshold, charitable deduction changes.*Compliance & Reporting: 1099-K, 1099-NEC and 1099-MISC threshold changes | Hourani Mary Jane |
| 8/26/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Workforce Transformation and Talent Management (Webinar) (26WX-1506)26WX-1506 | *Understanding why the traditional pyramid structure is failing firms.*The inverted pentagon framework and its talent retention advantages.*Impact of technology and AI on entry-level accounting roles.*The 6 Ps of Business Model Transformation Implementation.*Accelerating specialized skills acquisition in your workforce.*Effective knowledge transfer through mentorship and job rotation.*Technology-driven training and development strategies.*Best practices from other industries for workforce transformation.*Building and retaining specialized middle layers of expertise.*Strategic pricing models to support the pentagon structure
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| 6/12/2026 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| ChatGPT for Accountants: 50+ Use Cases (Webinar) (26WX-3119)26WX-3119 | *Introduction to ChatGPT and artificial intelligence chatbot technologies.*Automating frequently asked questions and the onboarding process.*Verifying and reviewing financial records.*Providing real-time support to clients.*Generating financial reports.*Automating tax return preparation and financial planning.*Providing guidance on financial decision making | Wasny Garrett |
| 8/21/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Individual Tax Update: OBBBA and Recent Developments (Webinar) (26WX-1021)26WX-1021 | *Legislation impacting individual taxpayers.*The One Big Beautiful Bill Act.*Extenders legislation update.*Child tax and dependent care credits.*Section 199A deduction.*Capital gains and losses.*Rental real estate.*Other passive activities losses | Dilley Steven C |
| 5/21/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AICPA's New SSTS No. 4: New Ethics Standard for Tax Resolution (Webinar) (26WX-2592)26WX-2592 | *A comprehensive overview of the ethical guidelines outlined in Circular 230 and the newly updated Statements on Standards for Tax Services (SSTS) #4.*How these standards apply to real-world tax resolution scenarios, ensuring compliance and integrity in your practice. | |
| 7/29/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| A Culture of Regulatory Ethics: A Competitive Advantage (Webinar) (26WX-1012)26WX-1012 | *Does it pay for a company to have strong ethics?.*Can you measure the financial impact of ethics?.*Does ethics make a difference in financial performance?.*Can ethics be used as a competitive advantage?.*What sets the CPA designation apart?.*AICPA Code of Professional Conduct & the Conceptual Framework Approach.*Ethics as a marketing tool.*Personalizing your Code of Ethics.*Four building blocks of ethical culture.*What influences employee behavior?.*Ethical research.*Building trust in organizations.*Maintaining objectivity in difficult situations | Peters David R. |
| 5/21/2026 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| New Making Effective Decisions When You Can't Get What You Want (Webinar) (26WX-2648)26WX-2648 | *Decision-making fundamentals.*Cost-volume-profit refresher.*Optimization analysis.*Constraint mitigation strategies.*Coping with incomplete information.*Solver and other Excel capabilities.*Qualitative considerations | Harper Christopher |
| 7/31/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Exploring Internal Controls That Could Have Prevented Frauds (Webinar) (26WX-3345)26WX-3345 | *Examination of actual frauds.*Discussion of internal controls that could have prevented the frauds.*Contemplation of epiphanies for your own professional scenarios | |
| 9/1/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Enterprise-Wide Risk Management in Accounting and Finance (Webinar) (26WX-2191)26WX-2191 | *Enterprise-wide risk management best practices for identifying, evaluating, and determining how to respond to relevant risks.*The importance of risk and uncertainty disclosures in the preparation and fair presentation of financial statements, including evolving risks with cybersecurity and ESG.*Coordinating risk management efforts, including the required involvement of corporate governance.*How to embed risk management into day-to-day accounting and finance activities. | Louis Jennifer F |
| 7/13/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Forensic Accounting: Court-Approved Methods of Proof (Webinar) (26WX-2040)26WX-2040 | *The role of methods of proof in forensic accounting.*The various types of methods of proof approved by the courts.*The weakness and strengths of the methods of proof.*The formulas in calculating methods of proof.*Applying the formulas in various circumstances. | Nordlander Robert |
| 7/6/2026 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Yellow Book Update (Webinar) (26WX-2217)26WX-2217 | *Significant changes related to quality management and updates affecting key audit roles, with an emphasis on how these revisions impact audit planning and execution.*The GAO's implementation delay and its implications for 2026 audit planning.*Recent leadership changes at the U.S. Government Accountability Office and what those transitions may signal for future guidance and oversight priorities.*Overview of recent updates to the Green Book, helping auditors understand changes to internal control guidance that may affect governmental entities and Single Audit engagements. | Galasso Melisa |
| 7/13/2026 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Common Financial Statement Disclosures (Webinar) (26WX-3279)26WX-3279 | *General disclosures about the entity and its environment.*Common critical information useful to financial statement readers for making economic decisions.*Explain results of operations through information that supplements the face financial statements | Louis Jennifer F |
| 8/28/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Retaining Top Talent: Strategies for CPA Firms (Webinar) (26WX-2564)26WX-2564 | *The true cost of turnover versus retention investment.*Research findings on why professionals leave or stay.*Whole-person retention strategies beyond compensation.*Work-life balance solutions that maintain productivity.*Career development paths for non-partner track professionals.*Business model transformations for sustainable staffing.*Technology and outsourcing strategies to reduce burnout.*Retention strategies specific to diverse talent and younger professionals
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| 7/28/2026 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New CPA to CFO: Essential Competencies for Finance Leaders (Webinar) (26WX-3044)26WX-3044 | *Top competencies hiring executives seek in CFO candidates based on survey of 320+ CEOs and recruiters.*Critical thinking frameworks and strategy creation techniques for financial leadership.*Forward-looking financial skills including capital management, forecasting, and funding strategies.*Industry-specific requirements for high-growth companies and nonprofit organizations.*Practical career development strategies to build CFO-ready competencies | |
| 8/18/2026 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Calculating the Retirement Need (Webinar) (26WX-1042)26WX-1042 | *Overview of retirement expenses and needs.*Overview of risk tolerance, time value of money and retirement planning factors.*Examples of client retirement situations | Peters David R. |
| 5/22/2026 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Microsoft Teams for CPAs: Unlocking Its Full Potential (Webinar) (26WX-1790)26WX-1790 | *Best practices for organizing your teams and channels.*Understanding the role of Teams and SharePoint integration.*Using Teams to communicate and collaborate externally with clients.*Tips and tricks for managing conversations in Teams.*Leveraging Microsoft Copilot AI in Teams | Higgins John H |
| 6/25/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Business Partnerships: Managing Supplier Relationships (Webinar) (26WX-3108)26WX-3108 | *Overview of supplier contracts.*Case studies of successful and not-so-successful supplier relationships.*Risk potentials | Peters David R. |
| 8/20/2026 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Using ChatGPT With Excel (Webinar) (26WX-3662)26WX-3662 | Introduction to ChatGPT and other AI (Artificial Intelligence) language models.*Discussion of best practices for using ChatGPT with Excel.*Use ChatGPT to create, debug and explain formulas.*Use ChatGPT to learn how to use Excel features.*Use ChatGPT to automate repetitive tasks in Excel.*Use ChatGPT to easily create macros | Smith Bryan |
| 9/15/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Unlock the Power of AI With Copilot in Excel (Webinar) (26WX-3244)26WX-3244 | *Introduction to Copilot in Excel.*Automating Tasks and Enhancing Productivity.*Advanced Data Insights with Copilot | Smith Bryan |
| 8/27/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Corporate Finance Technology Selection: Practical Frameworks (Webinar) (26WX-1387)26WX-1387 | *The changing finance technology landscape: continuous processing, modular ecosystems, automated controls, and real-time visibility (and the risks these shifts introduce).*Technology trends and "AI" definitions: automation vs. machine learning vs. generative AI vs. agentic AI--what each means for governance and auditability.*Five common challenges in finance tech projects and how to address them:.*Cutting through vendor claims and AI hype.*Integration complexity and hidden costs.*Change management and proving ROI.*Data quality readiness for AI and automation.*Risk, security, and governance.*Vendor Evaluation Scorecard: 20 criteria across five categories, including control "deal-breakers" (audit trails, segregation of duties, logging, SOC reporting, error handling).*Five-Year Total Cost Framework: software, implementation, data migration/cleanup, integration build & maintenance, internal costs, training, and ongoing operations (plus common underestimates).*Industry-specific considerations (manufacturing, distribution/wholesale, SaaS/tech, professional services).*Four-phase implementation roadmap with checkpoints and red flags: Assessment & Planning; Selection & Negotiation; Implementation & Testing; Optimization & Ongoing Governance.*Working with external advisers (CPA/auditor involvement, implementation partner expectations, and common deficiencies to avoid) | |
| 6/8/2026 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Monthly Federal Tax Updates: August 2026 (Webinar) (26WX-3337)26WX-3337 | *Current individual tax issues.*Current business entity tax issues.*Any current tax legislation occurring during the period.*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues | McLeod Allison M. |
| 8/31/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Learning Path Webinar Bundle: Strategic Growth and Personal Development (Webinar) (26WX-2685)26WX-2685 | *Executive Presence, Personal Brand: Structure Your Narrative | Instructor: Virgie Castro-Conde | CPE: 1 | Field of Study: Personal Development.*Disrupt to Dominate: Mastering Change Leadership | Instructor: Tammy Daugherty CPE: 4 | Field of Study: Business Management & Organization.*Mining Your Firm Client Database for Revenue | Instructor: Gaynor Hardy (Meilke) | CPE: 1 | Field of Study: Business Management & Organization.*Overcoming Tech Adoption Challenges in CPA Firms | Instructor: Leeland Rogers | CPE: 1 | Field of Study: Accounting.*Risk Wrangling: Surviving the Modern Business Environment | Instructor: Dr. Christopher J. Harper | CPE: 2 | Field of Study: Accounting.*Workforce Transformation and Talent Management | Instructor: Leeland Rogers | CPE: 1 | Field of Study: Business Management & Organization | |
| 8/3/2026 | 8 a.m. - 4 p.m. | Online | 10 CPE (3 tech, 7 non-tech) | |
| New Calculating the Retirement Need (Webinar) (26WX-1633)26WX-1633 | *Overview of retirement expenses and needs.*Overview of risk tolerance, time value of money and retirement planning factors.*Examples of client retirement situations | Peters David R. |
| 6/18/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Erase the Mark: Best Practices in Penalty Abatement (Webinar) (26WX-3288)26WX-3288 | *The authority of the IRS in assessing tax penalties.*The types of penalties that can be removed.*The process the IRS uses to evaluate penalty abatements.*How to request penalty abatements.*Best practices in asking for penalty abatement, including using appeals. | Nordlander Robert |
| 8/28/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Finance and Innovation: Reinvent Your Organization and Department (Webinar) (26WX-2390)26WX-2390 | *What is innovation?.*The different forms of innovation, e.g., sustaining and disruptive.*The five discovery skills needed to be innovative?.*The value of why we need to find ways to say, "Yes!" .*How to change your processes, rules and departments to be more innovative? .*Lessons learned from innovative businesses with examples.*How does innovation happen and how to make innovation stick?.*The need to improvise and embrace broad experiences. | Minges Don |
| 7/21/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Internal Control Changes for Remote Workers (Webinar) (26WX-1139)26WX-1139 | *The benefits and pitfalls of remote employees.*How to maximize the value provided by distance workers.*Policies, procedures, and control measures designed for a more geographically dispersed workforce. | Egnatoff Karl W |
| 5/29/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ChatGPT and IRS Taxation Law Research (Webinar) (26WX-2604)26WX-2604 | *Utilizing ChatGPT for IRS Tax Law Research: Principles and Practices.*Navigating IRS Databases Using Advanced AI Techniques.*Using IRS Prompt Templates: In-depth Analysis and Application.*ChatGPT in Action: Case Studies and Real-World Scenarios.*Exploring IRS Tax Laws: Strategies, Loopholes, and Compliance.*Error Prevention and Correction in Tax Law Research.*Future Trends: AI's Evolving Role in Taxation and Accounting | Wasny Garrett |
| 7/30/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Business Tax Update: OBBBA and Recent Developments (Webinar) (26WX-1166)26WX-1166 | *Recent legislation impacting business taxpayers.*The One Big Beautiful Bill Act.*Extenders legislation update.*Meals and entertainment expense reporting.*Partnership and S corporation update.*Income and deductions | Dilley Steven C |
| 5/29/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Operations Level Internal Control (Webinar) (26WX-2630)26WX-2630 | *An overview of controls that drive procedures.*Considerations for procedural control development.*Understanding and controlling risk that arises when organizations change | Egnatoff Karl W |
| 7/31/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| CFO Solutions to IRS Problems (Webinar) (26WX-2152)26WX-2152 | *The authority of IRS in assessing and collecting taxes.*The common misconceptions when dealing with IRS.*Common questionable actions by business owners.*How to prepare for an IRS audit.*The seven options in IRS collections.*Possible criminal tax violations by CFOs and small business owners. | Nordlander Robert |
| 7/10/2026 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Mastering Partnership Basis: Inside and Outside Basis (Webinar) (26WX-2179)26WX-2179 | *Explain the use of both "inside" and "outside" basis determination.*How to calculate tax basis capital accounts, including when the entity is formed, including the impact of contributed property.*Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis.*Explanation of how basis is impacted distributions and by sale and/or liquidation of the partnership interest.*Comprehensive example to illustrate the mechanics of the basis determination process. | Dilley Steven C |
| 7/11/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Power Skills: Professionalism and Client Interactions (Webinar) (26WX-2535)26WX-2535 | *Best practices when communicating with the client.*Complicated scenarios for practice. | Veno Jaclyn M. |
| 7/27/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Annual Update for Accountants and Auditors (Webinar) (26WX-1959)26WX-1959 | *Key accounting and auditing developments affecting accountants and auditors across industries.*Recently issued and upcoming Accounting Standards Updates (ASUs), including standards effective for December 31, 2026 year-ends for public companies, private entities, and not-for-profit organizations.*Recent and proposed standards affecting audit, attestation, and consulting engagements, including SSAE No. 24, SSARS No. 26, exposure drafts related to confirmations and fraud, and SAS No. 149 addressing group audits. | Galasso Melisa |
| 7/1/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Comprehensive Audit and SSARS Update (Webinar) (26WX-1248)26WX-1248 | *AICPA Accounting and Review Services Committee standards update and new practice aid.*AICPA Auditing Standards Board standards update including recent changes to the audit and attestation standards.*AICPA's new Quality Management Standards - Overview, implementation considerations, timeline, and AICPA implementation resources.*PCAOB, IAASB standard-setting agenda and potential future AICPA ASB standards changes.*Update on AICPA's Enhancing Audit Quality Initiative.*Trends in audit quality including the DOL's audit quality study.*Frequent peer review findings and practice tips for achieving high practice quality.*Latest on the DOL's audit quality study | Henry Allison M. |
| 6/2/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| ChatGPT for Accountants: 50+ Use Cases (Webinar) (26WX-2700)26WX-2700 | *Introduction to ChatGPT and artificial intelligence chatbot technologies.*Automating frequently asked questions and the onboarding process.*Verifying and reviewing financial records.*Providing real-time support to clients.*Generating financial reports.*Automating tax return preparation and financial planning.*Providing guidance on financial decision making | Wasny Garrett |
| 8/4/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New The Future of Audit: Technology, Talent and Transformation (Webinar) (26WX-2531)26WX-2531 | *Explore AI, blockchain, and data analytics impact on audits.*Address talent crisis through retention and upskilling strategies.*Navigate PCAOB standards and regulatory sandbox concepts.*Expand audits to include ESG and nonfinancial metrics.*Implement technology solutions for firms of all sizes
* | |
| 7/27/2026 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Leveraging ChatGPT for Innovative Business Advisory Services (Webinar) (26WX-2283)26WX-2283 | *Introduction to ChatGPT and its applications in the business advisory context.*In-depth exploration of enterprise evaluation methodologies like SWOT, PESTLE, BCG Matrix, McKinsey 7S Model, Ansoff Matrix, etc.*Practical case studies demonstrating application of ChatGPT in accounting business analysis.*Key challenges faced by accounting firms and how ChatGPT can help overcome these.*Best practices for implementing AI tools in the accounting sector.*Future opportunities and trends in AI-enhanced business advisory services | Wasny Garrett |
| 7/16/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Ethics, AI and Music: What Every CPA Must Know (Webinar) (26WX-1413)26WX-1413 | *Four key aspects of artificial intelligence that are relevant to CPAs: machine learning, generative AI, large language models, and GPT.*The role that five powerful principles--the principles of ethical intelligence--play in using AI the right way.*Short, focused writing exercises (30 seconds each) designed to deepen understanding of the topic.*Real-world case studies about the use of AI in music as well as accounting.*Answers to several crucial questions about how to use artificial intelligence with ethical intelligence.* | Weinstein Bruce |
| 6/9/2026 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Yellow Book Independence and Single Audit Fundamentals (Webinar) (26WX-2779)26WX-2779 | *The conceptual framework approach to independence.*Independence threats related to preparing financial statements and accounting records.*Consideration of specific non-audit services that would and would not impair independence.*Documentation necessary to support adequate consideration of auditor consideration.*Fundamentals of a compliance audit performed under the Uniform Guidance.*Schedule of expenditure of federal awards.*Determination of major programs.*Using the Compliance Supplement .*Uniform Guidance administrative requirements and cost principles .*Testing internal control over compliance.*Testing compliance.*Writing an audit finding.*Reporting requirements of a single audit | Burke Adelina |
| 8/6/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Individual Tax Update: OBBBA and Recent Developments (Webinar) (26WX-2993)26WX-2993 | *Legislation impacting individual taxpayers.*The One Big Beautiful Bill Act.*Extenders legislation update.*Child tax and dependent care credits.*Section 199A deduction.*Capital gains and losses.*Rental real estate.*Other passive activities losses | Dilley Steven C |
| 8/14/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| About the TIGTA: Who Watches the IRS? (Webinar) (26WX-0962)26WX-0962 | *The role of TIGTA in the US tax system.*Auditing, investigating, and inspecting and evaluating IRS programs and operations.*Identifying opportunities to improve the administration of tax laws.*Promoting integrity, economy, and efficiency in the tax system.*Responding to requests from Congress and other external stakeholders.*Upholding ethical standards in the accounting profession.*Building trust and confidence in the tax system | Wasny Garrett |
| 5/20/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Analyzing IFRS Financial Statements (Webinar) (26WX-3685)26WX-3685 | *Financial Analysis fundamentals: Overview of financial statements, their interconnections, and the foundation of advanced analysis.*Loblaw Companies Case Study: Introduction to our example company and its financial performance.*Advanced Analysis Techniques: Common size analysis, Dupont framework, financial leverage, and operational metrics.*Operational Focus: Separating core business performance from financing activities.*Applied analysis and managerial ratios: Segment analysis, cash flow analysis, and managerial ratios.*Management Commentary: Overview of the corporate narrative as presented from IFRS lens. | Knight Eric |
| 9/15/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Introduction to Governmental Budgeting (Webinar) (26WX-2727)26WX-2727 | *The basics of governmental budgeting.*Common steps and timeline of the budget process.*What, when and how we should be monitoring the budget throughout the year.*How long-term budgets fit in with the annual budget process. | Romero Alexandria |
| 8/4/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Common Financial Statement Disclosures (Webinar) (26WX-1369)26WX-1369 | *General disclosures about the entity and its environment.*Common critical information useful to financial statement readers for making economic decisions.*Explain results of operations through information that supplements the face financial statements | Louis Jennifer F |
| 6/8/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Beyond the Basics: Financial Ratios You Might Be Overlooking (Webinar) (26WX-3005)26WX-3005 | *Understanding Cost Behavior and Its Impact on Decision-Making.*Contribution Margin and Break-Even Analysis.*Margin of Safety and Its Role in Risk Management.*Operating Leverage and Financial Sensitivity.*Analyzing Asset Turnover for Operational Efficiency.*Cash Conversion Cycle and Working Capital Insights.*Free Cash Flow Yield as a Valuation Tool | Knight Eric |
| 8/17/2026 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Entertainment, Meals and Travel Expenses: Review and Update (Webinar) (26WX-2322)26WX-2322 | *Definition of what qualifies as an entertainment expense.*Strategies to deduct business entertainment expenses.*Deductibility of meals.*Situations not subject to the 50% meals and entertainment reduction.*How to handle automobile issues related to employer-provided parking.*Proper accounting for deductible vs. non-deductible expenditures.*The four steps to analyze business expenses.*The latest federal legislation, cases and rulings | Dilley Steven C |
| 7/17/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Overcoming Tech Adoption Challenges in CPA Firms (Webinar) (26WX-3309)26WX-3309 | Five critical technology adoption challenges facing CPA firms today.*Digital maturity assessment models and implementation frameworks.*AI integration strategies for tax, audit, and advisory services.*Cybersecurity considerations and risk management protocols.*Case studies of successful technology transformations in accounting firms | |
| 8/29/2026 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Introduction to Yellow Book: 8-Credit Boot Camp (Webinar) (26WX-2980)26WX-2980 | *The basics needed to understand what makes nonprofit and governmental accounting & auditing unique. .*The key financial reporting differences for governmental and nonprofit entities.*The fundamentals of Yellow Book and Uniform Guidance audits. | Galasso Melisa |
| 8/14/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Resistance to Resilience: Strive for Tech Change Acceptance (Webinar) (26WX-1555)26WX-1555 | *Resistance to resilience in embracing new technologies.*Overcoming barriers and ensuring successful implementation.*Cutting-edge audit technologies, including AI, data analytics, and automation.*Insights into the Technology Acceptance Model (TAM) | Zender Peter J |
| 6/15/2026 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Todd and Julie Chrisley Go to Prison (Webinar) (26WX-1362)26WX-1362 | *What is bank fraud?.*What is wire fraud?.*Role of financial service professionals in combating tax evasion and white-collar crime.*Red flags indicating of white-collar crimes.*Importance of knowing customers.*Criminal justice proceedings.*Relationship between victim impact and sentencing.*Relationship between loss amounts and sentencing | Paperny Justin |
| 6/8/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| The Art of Engaging in Difficult Conversations (Webinar) (26WX-3545)26WX-3545 | *Awareness of your mindset entering the conversation.*Tactics to build a pool of meaning.*Clarity around story telling.*Biggest mistakes to avoid | |
| 9/10/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Viewing A&A Through the Eyes of a Tax Practitioner (Webinar) (26WX-3435)26WX-3435 | *The role of financial reporting for a myriad of users.*Fundamentals concepts.*Special Purpose Frameworks.*Financial statement analysis.*Cross-functional collaboration | Harper Christopher |
| 9/3/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Microsoft Teams for CPAs: Unlocking Its Full Potential (Webinar) (26WX-1467)26WX-1467 | *Best practices for organizing your teams and channels.*Understanding the role of Teams and SharePoint integration.*Using Teams to communicate and collaborate externally with clients.*Tips and tricks for managing conversations in Teams.*Leveraging Microsoft Copilot AI in Teams | Higgins John H |
| 6/11/2026 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Volume to Value: A New Era of Precision Hiring in Accounting (Webinar) (26WX-3651)26WX-3651 | The shift from volume to precision hiring.*Why firms are moving to targeted, competency-based hiring.*Talent market impacts and competitive hiring realities.*AI in recruiting: practical use cases and implications.*Where AI tools commonly support hiring workflows.*Benefits and limitations of AI-enabled screening and assessment.*The skills mismatch in accounting hiring.*Why critical thinking and professional communication gaps persist.*Why traditional hiring methods miss these competencies.*The new competency hierarchy for high performers.*Defining and prioritizing the competencies that drive results.*AI ethics awareness and professional judgment in an AI-enabled workplace.*Assessment methods for precision hiring.*Structured behavioral interviewing and scoring rubrics.*Work simulations, case presentations, and client scenarios.*Using AI-enabled assessments responsibly and consistently.*Metrics and ROI: evaluating success.*Quality-of-hire measures (performance, ramp time, manager satisfaction).*Retention and turnover measures.*Efficiency measures (time-to-fill, cost-to-fill) and how to balance them.*Implementation roadmap.*A phased approach to adopting precision hiring (foundation → expansion → optimization)-- Building governance, documentation, and consistency for scalability | |
| 9/14/2026 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| How to Build a Custom AI Chatbot and GPT in Plain English (Webinar) (26WX-1845)26WX-1845 | *Fundamentals of GPT Builder and AI agent customization techniques.*Integration of specialized knowledge bases and domain-specific expertise.*Security and privacy considerations in AI chatbot deployment.*Custom GPT development without coding expertise.*Implementation of AI agents for customer support and workflow automation.*Multi-bot interactions and content creation strategies.*Best practices for maintaining and scaling AI assistants | Wasny Garrett |
| 6/27/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Self-Rental Real Estate: Passive Activity and Section 199A (Webinar) (26WX-2609)26WX-2609 | *Definition of self-rental property - both for Sections 199A and 469.*Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1.*Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2.*Form 8582 (passive activity).*The flow-through entity grouping election.*Illustrative examples and consequences of failing to comply with the reporting standards.*Self-rental property and "former passive activities" rules | Dilley Steven C |
| 7/30/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Fundamentals of Form 1040: Business (Webinar) (26WX-2070)26WX-2070 | *Self-employment and business income taxation (Schedule C, self-employment tax, business deductions).*Reporting income from pass-through entities (Schedule E, Schedule K-1, Shareholder stock and debt basis on Form 7203).*Application of Form 7217 for capital construction funds.*Best practices for self-employed clients and small business owners.*Key deductions and credits for business owners.*Avoiding common IRS audit triggers related to business income reporting.*Legislative updates impacting business income taxation in the current year | Hourani Mary Jane |
| 7/7/2026 | 10:30 a.m. - 2:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| IRS Penalties and Abatements (Webinar) (26WX-2939)26WX-2939 | *Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penalties.*Rules on waiver of penalties and interests.*Various forms and procedures for requesting relief.*First Time Abatement: Requirements and procedures.*How an individual taxpayer qualifies for Reasonable Cause abatement.*Procedures for requesting refund of paid penalties.*Available administrative options | McLeod Allison M. |
| 8/13/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Internal Control Changes for Remote Workers (Webinar) (26WX-1673)26WX-1673 | *The benefits and pitfalls of remote employees.*How to maximize the value provided by distance workers.*Policies, procedures, and control measures designed for a more geographically dispersed workforce. | Egnatoff Karl W |
| 6/20/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Multi-Year Failure to File: Getting into Compliance (Webinar) (26WX-2647)26WX-2647 | *Process-from client onboarding and transcript analysis.*Risk assessment, ethical considerations, and resolution strategies.*Manage cases involving individuals, married couples, businesses, payroll taxes, and S corporations.*Real-world examples, IRS references, and best practices are integrated throughout to ensure confidence and compliance. | Nordlander Robert |
| 7/31/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| ChatGPT Vision for Financial Analysis (Webinar) (26WX-2203)26WX-2203 | *Introduction to GPT Vision - Understanding the fundamentals of GPT Vision and its capabilities.*Advantages of Vision Mode Research - Exploring the unique benefits of visual data analysis over traditional methods.*Accessing GPT Vision - Guidance on how to access and utilize GPT Vision capabilities.*Financial Screenshot Analysis - Techniques for analyzing financial documents and reports through screenshots.*Operational Insights from Visual Data - Using images to gain insights into operational processes and asset management.*Integration with Google Maps - Learning how to combine ChatGPT's vision capabilities with mapping technologies for enhanced spatial analysis.*DDPP Analysis - Applying descriptive, diagnostic, predictive, and prescriptive analysis to visual data.*Sentiment and Facial Expression Analysis - Techniques for interpreting emotions and sentiments in images to gauge client and employee feedback.*Body Language Interpretation - Analyzing body language in images to understand non-verbal cues in business contexts.*Effective Photo Capturing Techniques - Best practices for taking photos that provide optimal insights for financial analysis. | Wasny Garrett |
| 7/13/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Federal Tax Updates for Individuals (Webinar) (26WX-1505)26WX-1505 | *Current tax issues affecting individual taxpayers.*Review of recent tax legislation.*Other issues affecting the profession, including IRS procedure, current cases, and other federal tax issues | McLeod Allison M. |
| 6/12/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Unlocking Deep Secrets: Case Studies in Financial Analysis (Webinar) (26WX-3158)26WX-3158 | *Overview of financial statement analysis.*The impact of GAAP on financial analysis.*Overview of the Balance Sheet.*Overview of the Income Statement.*The importance of the Statement of Cash Flows.*Common Size Analysis.*Trend Analysis.*Profitability Ratio Analysis.*Liquidity Ratio Analysis.*Solvency Ratio Analysis | Knight Eric |
| 8/24/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Will Your Ethics Be Burned by Burnout? (Webinar) (26WX-2831)26WX-2831 | *Explore the effects of crisis and burnout on ethical decision-making.*Define the stressors, pressures, and biases that can lead good people to make less than optimal choices.*Discuss ways to offset the pressures, ways to reduce stress on ourselves and on our team, and ways to support our teams.*Learn how to recognize when an individual or an organization is heading in the wrong direction and how to stop sliding down the slippery slope | Elder Jennifer H |
| 8/8/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Becoming Conflict Competent (Webinar) (26WX-2279)26WX-2279 | *Levels of conflict.*Strategies to de-escalate conflict.*Distinction between miscommunication and conflict.*Responses to conflict.*Tactics to address, rather than avoid, conflict | |
| 7/16/2026 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New NotebookLM Use Cases for Accountants (Webinar) (26WX-3527)26WX-3527 | *NotebookLM fundamentals: notebooks, sources, prompts, and outputs.*Turning financial PDFs into searchable, conversational knowledge bases.*Audit and assurance use cases: workpaper synthesis and issue tracking.*Tax and regulatory research: comparing guidance across sources.*Cross-referencing: tracing claims back to documents for defensibility.*Drafting deliverables: memos, client notes, and executive summaries.*Risk controls: confidentiality, data handling, and "trust-but-verify" habits | Wasny Garrett |
| 9/9/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| AI Prompt Engineering Masterclass for Accountants (Webinar) (26WX-1600)26WX-1600 | *Introduction to Prompt Engineering: Basics of structuring effective prompts for meaningful AI responses.*Understanding AI's "Lazy" Defaults: Why LLMs provide basic answers and how to push them to deliver richer insights.*Multi-Layered Prompting: Techniques to encourage AI to provide responses across beginner to expert levels.*Candid and Contrarian Responses: Using prompts that elicit honest and balanced insights, even on controversial topics.*Ripple Effect and Cobra Effect: Probing the broader impacts and unintended consequences of financial decisions.*Avoid Stupidity Checklist: A practical prompt for reducing mistakes in AI-assisted accounting tasks.*Role-Based Perspective Prompts: Crafting prompts that guide AI to respond from specific professional viewpoints.*Automation Ideas: Leveraging AI to optimize repetitive accounting tasks.*Emotion-Driven Prompting: Exploring how emotion-focused prompts can enhance AI performance and engagement.*Practical Applications in Accounting: How to apply prompt engineering in real-world financial analysis and decision-making. | Wasny Garrett |
| 6/17/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Learning Path Webinar Bundle: Strategic Growth and Personal Development (Webinar) (26WX-3373)26WX-3373 | *Executive Presence, Personal Brand: Structure Your Narrative | Instructor: Virgie Castro-Conde | CPE: 1 | Field of Study: Personal Development.*Disrupt to Dominate: Mastering Change Leadership | Instructor: Tammy Daugherty CPE: 4 | Field of Study: Business Management & Organization.*Mining Your Firm Client Database for Revenue | Instructor: Gaynor Hardy (Meilke) | CPE: 1 | Field of Study: Business Management & Organization.*Overcoming Tech Adoption Challenges in CPA Firms | Instructor: Leeland Rogers | CPE: 1 | Field of Study: Accounting.*Risk Wrangling: Surviving the Modern Business Environment | Instructor: Dr. Christopher J. Harper | CPE: 2 | Field of Study: Accounting.*Workforce Transformation and Talent Management | Instructor: Leeland Rogers | CPE: 1 | Field of Study: Business Management & Organization | |
| 9/1/2026 | 8 a.m. - 4 p.m. | Online | 10 CPE (3 tech, 7 non-tech) | |
| New Risk Wrangling: Surviving the Modern Business Rodeo (Webinar) (26WX-3464)26WX-3464 | *Risk is the common thread in an evolving landscape.*Risk assessment.*Responding to assessed risks.*Auditing standards.*Other insights from AICPA guidance.*Fraud considerations.*The role of analytics.*Financial reporting considerations.*Risk mitigation | Harper Christopher |
| 9/4/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Calculating the Retirement Need (Webinar) (26WX-1471)26WX-1471 | *Overview of retirement expenses and needs.*Overview of risk tolerance, time value of money and retirement planning factors.*Examples of client retirement situations | Peters David R. |
| 6/11/2026 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Corporate Transparency Act Developments (Webinar) (26WX-1724)26WX-1724 | *Background of the Corporate Transparency Act.*Beneficial Ownership Information Reporting (BOIR) Rule .*Entities required to report.*Reporting requirements imposed by the CTA.*Due dates of reports.*Information needed to satisfy the BOIR.*Impact of failure to report.*How to submit a report.*Court rulings on CTA's unconstitutionality.*Implications to entities as a result of the ruling in NSB.*Potential reporting requirements due to FinCen's proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers. | McLeod Allison M. |
| 6/23/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Smarter Tax Services With Artificial Intelligence (AI) Tools (Webinar) (26WX-1570)26WX-1570 | *Overview of AI technology and how it works.*Identify where AI can be incorporated into tax research, planning, and compliance services.*Discover new opportunities to enhance your client advisory tax services with AI tools.*Review the market of emerging and AI enhanced tax software tools.*Learn about the newest generation of AI enable 1040 source document collection and organizer applications.*Review specific use cases for generative AI tools (e.g. ChatGPT, Microsoft Copilot) in your tax services.* | Higgins John H |
| 6/16/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Introduction to Governmental Budgeting (Webinar) (26WX-1258)26WX-1258 | *The basics of governmental budgeting.*Common steps and timeline of the budget process.*What, when and how we should be monitoring the budget throughout the year.*How long-term budgets fit in with the annual budget process. | Romero Alexandria |
| 6/2/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethical Performance Management (Webinar) (26WX-2031)26WX-2031 | *Definition and Benefits of Ethical Performance Management.*Setting Standards/Goal setting.*Preparing and Conducting the Appraisal Interview.*Legal Considerations in Performance Management.*Avoiding Rater Bias.*Feedback and Coaching | |
| 7/6/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Ethics, AI and Music: What Every CPA Must Know (Webinar) (26WX-2137)26WX-2137 | *Four key aspects of artificial intelligence that are relevant to CPAs: machine learning, generative AI, large language models, and GPT.*The role that five powerful principles--the principles of ethical intelligence--play in using AI the right way.*Short, focused writing exercises (30 seconds each) designed to deepen understanding of the topic.*Real-world case studies about the use of AI in music as well as accounting.*Answers to several crucial questions about how to use artificial intelligence with ethical intelligence.* | Weinstein Bruce |
| 7/9/2026 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| New Workforce Transformation and Talent Management (Webinar) (26WX-2623)26WX-2623 | *Understanding why the traditional pyramid structure is failing firms.*The inverted pentagon framework and its talent retention advantages.*Impact of technology and AI on entry-level accounting roles.*The 6 Ps of Business Model Transformation Implementation.*Accelerating specialized skills acquisition in your workforce.*Effective knowledge transfer through mentorship and job rotation.*Technology-driven training and development strategies.*Best practices from other industries for workforce transformation.*Building and retaining specialized middle layers of expertise.*Strategic pricing models to support the pentagon structure
* | |
| 7/30/2026 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Ethics Based Leadership for Women (Webinar) (26WX-0993)26WX-0993 | *The State of Women in Leadership in the United States.*Leadership Defined.*Virtue Ethics.*Internal and External Challenges for Women in Leadership.*Creating a Culture of Safety and Caring | |
| 5/21/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| How to Audit Inventory (Webinar) (26WX-2201)26WX-2201 | *Auditing Inventory.*Related Audit assertions, risks, and threats to inventory.*Substantive auditing procedures that staff should perform. | Veno Jaclyn M. |
| 7/13/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Technology Trends for CPAs and CFOs (Webinar) (26WX-3011)26WX-3011 | *Role of cloud computing as the foundation for all tech trends.*IoT (Internet of Things) and Big Data.*Data analytics and KPI dashboards the new financial reporting model.*Generative AI and Agentic AI in 2026.*Blockchain technology and smart contracts.*Cryptocurrency 15 market and technology update.*Current state of the software applications technology | Higgins John H |
| 8/17/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Retaining Talent in a Competitive Marketplace (Webinar) (26WX-1609)26WX-1609 | *Decision Making Theory.*Compensation & Employee Satisfaction.*What benefits do employees care about?.*Retirement Plan Basics.*Health Insurance Basics.*Disability Insurance Basics.*Life Insurance Basics.*Fringe Benefits.*Summing It Up | Peters David R. |
| 6/17/2026 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Learning Path Webinar Bundle: Financial Strategy and Analysis (Webinar) (26WX-3377)26WX-3377 | *Behavioral Finance Biases | Instructor: David Peters | CPE: 1 | Field of Study: Finance.*Corporate Storytelling in Financial Reporting | Instructor: Eric Knight | CPE: 1 | Field of Study: Finance.*From Numbers to Narratives: Mastering Data Analysis for CPAs | Instructor: Bryan L. Smith | CPE: 2 | Field of Study: Specialized Knowledge.*Analyzing Financial Statements | Instructor: Keely Gohl | CPE: 2 | Field of Study: Accounting.*Build Better Budgets: Fundamental Techniques | Instructor: Dr. Christopher J. Harper | CPE: 2 | Field of Study: Finance.*Unlocking Deep Secrets: Case Studies in Financial Analysis | Instructor: Eric Knight | CPE: 2 | Field of Study: Finance | |
| 9/1/2026 | 8 a.m. - 4 p.m. | Online | 10 CPE (10 tech, 0 non-tech) | |
| Build Better Budgets: Fundamental Techniques (Webinar) (26WX-2909)26WX-2909 | *Advantages of budgeting.*The role of budgeting.*Master budgeting.*Flexible budgeting.*Standards and variances.*Capital budgeting | Harper Christopher |
| 8/12/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Become a Data Analysis Expert (Webinar) (26WX-2284)26WX-2284 | *Data Analysis Process Flow: An introduction to the Data Analysis Process Flow and how it is your pathway to becoming a Data Analysis Expert.*Data Modeling: A comprehensive discussion of building a data model and calculating metrics.*Data Visualizations: An understanding how visualizations can present data in a more insightful and impactful manner. | Smith Bryan |
| 7/16/2026 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Accounting and Attestation for ESG (Webinar) (26WX-1448)26WX-1448 | *Current ESG-related initiatives and projects underway at the Financial Accounting Standards Board, Governmental Accounting Standards Board, and the AICPA. .*Types of services CPAs may provide in connection with ESG reporting, including advisory and attestation engagements. | Romero Alexandria |
| 6/10/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Navigating IRS Correspondence: Responding to IRS Letters (Webinar) (26WX-2919)26WX-2919 | *Types of IRS letters: General notices, audits, collections, return requests, and errors.*Deadlines for responding to IRS correspondence.*Communication best practices for dealing with the IRS.*Avoiding escalation and penalties through proactive responses.*Ensuring compliance when addressing IRS correspondence.*Real-world examples of successful IRS communications.*Common pitfalls in handling IRS letters and how to avoid them.*Strategies for advising clients on IRS correspondence. | Hourani Mary Jane |
| 8/12/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Profiles in Fraud (Webinar) (26WX-1078)26WX-1078 | *Real life fraudsters: what they did, how they got away with it, how they finally were caught.*Profiles: the characteristics the fraud perpetrators have in common.*Techniques to prevent and deter these common schemes | Gohl Keely |
| 5/26/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Overcoming Tech Adoption Challenges in CPA Firms (Webinar) (26WX-1884)26WX-1884 | Five critical technology adoption challenges facing CPA firms today.*Digital maturity assessment models and implementation frameworks.*AI integration strategies for tax, audit, and advisory services.*Cybersecurity considerations and risk management protocols.*Case studies of successful technology transformations in accounting firms | |
| 6/29/2026 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Forensic Accounting: Finding Hidden Treasure in Tax Returns (Webinar) (26WX-1980)26WX-1980 | *The rules of IRS disclosure of tax information.*Understanding the role of IRS transcripts.*Interpreting the actions of the IRS in transcripts.*FOIA requests.*Analyzing tax information and returns for financial leads | Nordlander Robert |
| 7/2/2026 | 10:30 a.m. - 2:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Forgotten Managerial Accounting Tools for CPAs (Webinar) (26WX-2000)26WX-2000 | *Target profit analysis.*Break-even analysis.*Relevant costs and decision-making.*Standard costs and variances.*Activity-based costing.*Segment reporting and analysis | |
| 7/3/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Overcoming Tech Adoption Challenges in CPA Firms (Webinar) (26WX-3338)26WX-3338 | Five critical technology adoption challenges facing CPA firms today.*Digital maturity assessment models and implementation frameworks.*AI integration strategies for tax, audit, and advisory services.*Cybersecurity considerations and risk management protocols.*Case studies of successful technology transformations in accounting firms | |
| 8/31/2026 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New AI and Accounting in Manufacturing (Webinar) (26WX-2495)26WX-2495 | *Intelligent automation and dark factories.*Predictive maintenance and real-time cost tracking.*AI-enabled financial reporting and dashboards.*Continuous auditing and anomaly detection.*Tax compliance automation and transfer pricing AI.*Data governance and cybersecurity in financial systems.*Workforce reskilling and AI-augmented financial roles | Wasny Garrett |
| 7/25/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| S Corporations: Calculating Shareholder Basis (Webinar) (26WX-1899)26WX-1899 | *Discuss the calculation of basis when the entity is formed including the impact of contributed property.*Explain the importance of shareholder loans to the entity.*Uses a comprehensive example to illustrate the mechanics of the basis determination process.*Schedule K-1 Basis and Form 7203.*Discuss how basis is impacted by distributions of corporation property.*Explain how basis is impacted by sale/or liquidation of the S corporation interest.*Discuss how S corporation losses impact Form 1040 Schedule E reporting.*Show how to get from the Schedule K-1 information to the basis calculations | Dilley Steven C |
| 6/30/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How Fraud Can Affect Smaller Organizations (Webinar) (26WX-1482)26WX-1482 | *The reasons for fraud.*Fraudulent acts that are initiated against smaller organizations.*Methods to stop fraud attempts against small businesses | Egnatoff Karl W |
| 6/12/2026 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Calculating the Retirement Need (Webinar) (26WX-2453)26WX-2453 | *Overview of retirement expenses and needs.*Overview of risk tolerance, time value of money and retirement planning factors.*Examples of client retirement situations | Peters David R. |
| 7/23/2026 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Overcoming Tech Adoption Challenges in CPA Firms (Webinar) (26WX-3143)26WX-3143 | Five critical technology adoption challenges facing CPA firms today.*Digital maturity assessment models and implementation frameworks.*AI integration strategies for tax, audit, and advisory services.*Cybersecurity considerations and risk management protocols.*Case studies of successful technology transformations in accounting firms | |
| 8/21/2026 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Understanding Internal Control Constructs (Webinar) (26WX-2188)26WX-2188 | *Underlying concepts of internal control.*The importance of control measure interdependency | Egnatoff Karl W |
| 7/13/2026 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Power Skills: Professionalism and Client Interactions (Webinar) (26WX-3626)26WX-3626 | *Best practices when communicating with the client.*Complicated scenarios for practice. | Veno Jaclyn M. |
| 9/12/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Al Capone to Cybercrime: The Journey of IRS Special Agents (Webinar) (26WX-2234)26WX-2234 | *Introduction to IRS Criminal Investigation (CI): Overview of its mission, role, and significance in maintaining tax compliance.*Historical Evolution: From its inception in 1919 to its current role, highlighting key milestones and notable cases.*Investigative Techniques and Tools: Detailed look at the methods and technologies used by CI agents to uncover financial crimes.*Importance of IRS CI: Discussion on the impact of CI's work on tax compliance, public confidence, and the broader financial system.*Training of CI Agents: Insight into the rigorous training programs at FLETC and ongoing professional development.*Process of Investigations: Step-by-step breakdown of how tax fraud and money laundering cases are initiated, investigated, and prosecuted. | Nordlander Robert |
| 7/14/2026 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Yellow Book Update (Webinar) (26WX-2050)26WX-2050 | *Significant changes related to quality management and updates affecting key audit roles, with an emphasis on how these revisions impact audit planning and execution.*The GAO's implementation delay and its implications for 2026 audit planning.*Recent leadership changes at the U.S. Government Accountability Office and what those transitions may signal for future guidance and oversight priorities.*Overview of recent updates to the Green Book, helping auditors understand changes to internal control guidance that may affect governmental entities and Single Audit engagements. | Galasso Melisa |
| 7/6/2026 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Corporate Finance Technology Selection: Practical Frameworks (Webinar) (26WX-1312)26WX-1312 | *The changing finance technology landscape: continuous processing, modular ecosystems, automated controls, and real-time visibility (and the risks these shifts introduce).*Technology trends and "AI" definitions: automation vs. machine learning vs. generative AI vs. agentic AI--what each means for governance and auditability.*Five common challenges in finance tech projects and how to address them:.*Cutting through vendor claims and AI hype.*Integration complexity and hidden costs.*Change management and proving ROI.*Data quality readiness for AI and automation.*Risk, security, and governance.*Vendor Evaluation Scorecard: 20 criteria across five categories, including control "deal-breakers" (audit trails, segregation of duties, logging, SOC reporting, error handling).*Five-Year Total Cost Framework: software, implementation, data migration/cleanup, integration build & maintenance, internal costs, training, and ongoing operations (plus common underestimates).*Industry-specific considerations (manufacturing, distribution/wholesale, SaaS/tech, professional services).*Four-phase implementation roadmap with checkpoints and red flags: Assessment & Planning; Selection & Negotiation; Implementation & Testing; Optimization & Ongoing Governance.*Working with external advisers (CPA/auditor involvement, implementation partner expectations, and common deficiencies to avoid) | |
| 6/4/2026 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Unlock the Power of AI With Copilot in Excel (Webinar) (26WX-3490)26WX-3490 | *Introduction to Copilot in Excel.*Automating Tasks and Enhancing Productivity.*Advanced Data Insights with Copilot | Smith Bryan |
| 9/8/2026 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Financial Statement Presentation, Disclosure and Analysis (Webinar) (26WX-2513)26WX-2513 | *U.S. GAAP and Special purpose frameworks.*Form and content of financial statements: Balance sheets; Income statements; Statements of cash flows; Retained earnings and/or owners' equity statements; Comprehensive income; Supplementary information.*Comparative vs. single-period financial statements.*Sufficien |
