| 2025 Summer Tax Rewind (Webinar) (25WI-0107)25WI-0107 | *Proposed tax law changes and fundamental tax reform discussions
*Tax practice and procedures, best practices and reminders
*Recent changes to IRS regulations and other guidance | |
| 7/21/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Quality Management Standards: Bringing it All Together -- Exploring All Components of a Quality Management System (Webinar) (25WI-0117)25WI-0117 | *Quality management
*Peer review
*Audits | |
| 7/22/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| QM Conversations: Monitoring and Retention (Webinar) (25WI-0118)25WI-0118 | *Monitoring techniques*Implementing remediation processes | |
| 9/9/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| QM Conversations: Peer Review (Webinar) (25WI-0119)25WI-0119 | *Preparing for peer review*Understanding expectations*Responding to feedback | |
| 11/4/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ask About QM Series (Webinar) (25WI-0122)25WI-0122 | *How peer review intersects with the new QM standards*How to address common questions on compliance, and gain insights on preparing for peer reviews*Aligning your QM processes to meet peer review expectations | |
| 8/12/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Ask About QM Series (Webinar) (25WI-0123)25WI-0123 | *Final checklist walkthrough to ensure your policies and procedures are robust and responsive to quality risks | |
| 9/30/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| MNCPA Business Valuation Conference (25CF-BVAL)25CF-BVAL | | |
| 11/3/2025 | 8 a.m. - 4:30 p.m. | Bloomington, MN and Online | 8 CPE (see agenda) | |
| K2's Artificial Intelligence Conference (Virtual) (25CF-K2A2)25CF-K2A2 | *Coming soon | |
| 11/7/2025 | 8:30 a.m. - 4 p.m. | Online | 8 CPE (see agenda) | |
| Professional Ethics: The American Institute of Certified Public Accountants' Comprehensive Course for Licensure (Self-Study) (25SI-0001)25SI-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 | 9 CPE (9 tech, 0 non-tech) | 9 Ethics |
| Accountants and Malpractice: Can We Get Sued for This? (Self-Study) (25SX-0001)25SX-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 |
| Accounting and Auditing for ESG (Self-Study) (25SX-0002)25SX-0002 | *ESG | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Advanced Excel: Hidden Secrets and Gems (Self-Study) (25SX-0003)25SX-0003 | *Awareness of advanced functions
*Creative methods for data manipulation
*Using intellectual curiosity and professional skepticism to develop a problem-solving mentality
*Real-life examples of innovative ways to analyze and report data with Excel
*Using Excel to perform e-mail merges
*Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox
*Enhance creativity in your approach to developing Excel models | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Advanced Planning:Â Balance Sheet and Cash Flow Projections (Self-Study) (25SX-0004)25SX-0004 | *Accounts Receivable
*Inventory
*Capital Budget
*Depreciation
*Accounts Payable
*Accrued Liabilities
*Working Capital Loans
*Debt
*Project interest expense more accurately
*Solving for Cash
*Projecting Covenant Calculations
*Create a Projected Statement of Cash Flow
*Choose your format
*How to make your Statement of Cash Flow maintenance free
*Debugging a statement of Cash Flow | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Aligning Budgets to Strategy (Self-Study) (25SX-0005)25SX-0005 | *A Proper Practical Planning Process (P4)
*The steps to planning
*The results of strategic planning
*Examples of budgets | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| An Exhaustive Look At Fraud & Ways To Control It (Part 1) (Self-Study) (25SX-0006)25SX-0006 | *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 & Ways To Control It (Part 2) (Self-Study) (25SX-0007)25SX-0007 | *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) | |
| Assessing Independence Under the New Yellow Book (Self-Study) (25SX-0008)25SX-0008 | *Recall safeguards that can be used to reduce threats to an acceptable level*Identify threats to independence | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Attestation Update: SSAE 19-22 (Self-Study) (25SX-0009)25SX-0009 | *SSAEs 19-22*Changes to performance and reporting requirements | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Auditing Contingencies and Going Concern Uncertainty: Testing for Completeness and Proper Disclosure (Self-Study) (25SX-0010)25SX-0010 | *Overview of contingencies and related disclosures
*Identifying and determining proper accounting treatment for litigation, claims and assessments
*Evaluating the sufficiency of attorney's letter responses for audit evidence
*Evaluating substantial doubt about an entity's ability to continue as a going concern for a reasonable period of time
*Auditing managements assumptions in making the going concern evaluation
*Proper application of the liquidation basis of accounting | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Building Security/Efficiency via Internal Control (Part 1) (Self-Study) (25SX-0011)25SX-0011 | *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) (25SX-0012)25SX-0012 | *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) | |
| Cases in Corporate Ethics (Self-Study) (25SX-0013)25SX-0013 | *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? | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| CFO Career Upgrade with LinkedIn (Self-Study) (25SX-0014)25SX-0014 | *Essential elements of a compelling LinkedIn profile for a CFO
*How to build a strategic career network
*Five ways that CFOs can leverage LinkedIn as leaders of an organization
*How to get referred to new job opportunities
*Essential LinkedIn do's and don'ts for CFOs | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Combating Internal Fraud (Self-Study) (25SX-0015)25SX-0015 | *Recognize why internal fraud occurs*Policies, procedures, and control measures designed to fight fraud | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Communicating Financial Information to Non-Accountants (Self-Study) (25SX-0016)25SX-0016 | *The math literacy barrier
*The financial literacy barrier
*What to say and how to say it
*Communicating ideas graphically | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Compilations, Reviews and Audits: How They Differ (Self-Study) (25SX-0017)25SX-0017 | *Review of differences of compilation, review and audit engagements
*Compare and contrast major considerations of each type of engagement
*Provide practical tips and strategies
*Professional standards that govern each type of engagement | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Controls to Secure a Growing Digital Footprint (Self-Study) (25SX-0018)25SX-0018 | *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) (25SX-0019)25SX-0019 | *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 Ethics:Â Cases in Diversity and Inclusion (Self-Study) (25SX-0020)25SX-0020 | *Everyone can experience discrimination or harassment
*What the AICPA Code of Professional Conduct says about harassment and discrimination
*Other sources of ethical guidance
*Recent EEOC Cases*Learning about each other | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| CPA Ethics in a Crisis World: Tales from the Front (Self-Study) (25SX-0021)25SX-0021 | *"Tales from the Front" - practice issues CPAs are dealing with in these extraordinary times
*Review of AICPA Code of Professional Conduct
*Review of IRS Circular 230
*Review of client tax return disclosure rules (Sec. 6103)
*Crisis impacts on engagement letters, contingent fees, independence, consulting services, attest and non-attest services, billing, and collections | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Defining Where & Why Internal Controls are Needed (Self-Study) (25SX-0022)25SX-0022 | *Control design basics*Areas or segments of an enterprise to control*Controls to reduce risk*Controls to drive operations | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Dream Wide Awake (Self-Study) (25SX-0023)25SX-0023 | *The three promises to live and achieve by
*A different way to approach goals that brings out what is really holding you back
*The five areas of wishful thinking and how to surpass with inspired action
*The six areas of fearful thinking and how to overcome with courageous intent | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Entertainment, Meals & Travel Expenses: Review & Update (Self-Study) (25SX-0024)25SX-0024 | *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 | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: 10 Crucial Qualities of High-Character CPAs (Self-Study) (25SX-0025)25SX-0025 | *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 |
| Ethics: Get Rich, Lose Weight, and Enjoy True Love (Self-Study) (25SX-0026)25SX-0026 | *"What would you do?" quiz with five challenging scenarios. You'll be asked to choose among several options in each situation (don't worry, we won't collect the results).
*Five principles of ethical intelligence: Do No Harm, Make Things Better, Respect Others, Be Fair, Care
*Complete a few fun writing exercises (optional) during the webinar. After which, Bruce shows how the principles of ethical intelligence reveal which option in each scenario is best.
*Call to Action so that some of the lessons from this webinar can be put into practice immediately. Even doing one of the things Bruce suggests will enrich your accounting practice and your life. | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Ethics: How to Build and Keep Your A-Team (Self-Study) (25SX-0027)25SX-0027 | *Advertise for character
*Hire for character
*Promote and fire for character
*Walk the talk | |
| Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Ethics: How to Ensure Zombie Ethics Won't Kill Your Business (Self-Study) (25SX-0028)25SX-0028 | *Examine several myths about ethical leadership that continue to plague businesses like yours
*Learn why these ideas deserve to be put to rest for good and what should take their place | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Ethics: Lead Like a Superstar and Build a Rocking Business (Self-Study) (25SX-0029)25SX-0029 | *Examine several superstars from movies, TV, music, sports, and business. What makes them so successful? What can you learn from their mistakes? | |
| Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Excel: Advanced Defined Names & Excel Tables (Self-Study) (25SX-0030)25SX-0030 | *Using the INDIRECT function with Defined Names*The importance of Consistent Column Calculations*Ways to create Consistent Column Calculations*Using Structured Table References in formulas | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Excel: Advanced Financial and Statistical Calculations (Self-Study) (25SX-0031)25SX-0031 | *Identifying and demonstrating financial functions "best practices" for creating amortization schedules and calculating annual interest payments*Calculating and summarizing data with SUMIF and SUBTOTAL functions*Using statistical functions to analyze data | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Excel: Advanced Formatting to Improve Your Spreadsheets (Self-Study) (25SX-0032)25SX-0032 | *Customizing cell formatting and cell styles*Using number and custom number formatting*Using Conditional Formatting to format cells based upon a defined criteria*Protecting a worksheet and workbook to prevent changes | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Excel: Advanced Spreadsheet Troubleshooting Techniques (Self-Study) (25SX-0033)25SX-0033 | *Exhibiting the value and the art of nesting formulas*Demonstrating different ways to troubleshoot complex formulas*Reviewing Excel's nine built-in error-checking options*Teaching different techniques for resolving rounding errors | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Excel: Auditing Your Spreadsheets for Maximum Accuracy (Self-Study) (25SX-0034)25SX-0034 | *Proofing methods*Excel Auditing Tools*Using the Data Validation feature*Techniques to cross-foot and validate your spreadsheets | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Excel: Building Powerful Lookup and Reference Formulas (Self-Study) (25SX-0035)25SX-0035 | *Performing advanced searching and data retrieval with LOOKUP, INDEX and MATCH functions*Speeding up worksheet creation with the INDIRECT function*Testing conditions with the LOGICAL functions (IF, AND, OR, NOT)*Using ERROR checking functions | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Excel: Create KPI Dashboards for Maximum Impact (Self-Study) (25SX-0036)25SX-0036 | *Dashboard design guidelines*Setting up a Data Model*Creating calculated fields and columns*Creating KPIs*Adding a linked table to the data model*Creating PivotTables and PivotCharts*Adding Power View visualizations*Reviewing the completed dashboard | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Excel: Feature Review in 100 minutes (Self-Study) (25SX-0037)25SX-0037 | *Review of Excel's features and functions*Walk-through of Excel's ribbons  *What the Excel features and functions can do for you | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Excel: Formatting Spreadsheets for Beginners (Self-Study) (25SX-0038)25SX-0038 | *Cell formatting basics (fonts, fill, borders, alignment, numbers)*Using quick formatting tools (Cell Styles, copy & pasting, cell formats)*Printing your spreadsheets (page layout, printing to paper and PDF)Â *Creating and using templates*Create a Default layout (Workbook, sheets, settings) | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Excel: From a Blank Sheet to a Finished Workbook (Self-Study) (25SX-0039)25SX-0039 | *Best practices for creating a report in Excel*Getting data into Excel*Techniques to efficiently create reports in Excel*Using PivotTables to create interactive reports in Excel | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Excel: Functions and Formula Shootout (Self-Study) (25SX-0040)25SX-0040 | *Review of formula creation best practices*Demonstration of various Excel functions to enhance calculations*Using Excel functions to perform advanced calculations | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Excel: Fundamentals, Data Entry and Basic Formulas (Self-Study) (25SX-0041)25SX-0041 | *Review of the Excel interface*Basic data entry tasks using the fill command, range selection and copy & paste*Basics to creating formulas (absolute/relative reference, auto-computer, functions) | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Excel: New Features That Benefit Excel 2019 & O365 Users (Self-Study) (25SX-0042)25SX-0042 | *The new capabilities of Array Formulas*New formula functions, including XLOOKUP, XMATCH, SEQUENCE and more*Using the Ideas feature*Many more new features | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Excel: Two Must Know Features; Defined Name and Tables (Self-Study) (25SX-0043)25SX-0043 | *Using Defined Names in formula creation*Learning how Defined Names can lead to more accurate spreadsheets*Using the structured calculations in Excel Tables | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Excel: Using Charts for a Non-Financial Audience (Self-Study) (25SX-0044)25SX-0044 | *Selecting the right type of chart*Creating dynamic charts*Choosing what data to display as a chart*Customizing charts using various options*Printing and sharing charts | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Excel: Using PivotTables for Data Analysis (Self-Study) (25SX-0045)25SX-0045 | *The advantages of PivotTable for Data Analysis*Step-by-Step PivotTable creation*Creating PivotCharts  | |
| Self-Study | | On-Demand | 4 CPE (0 tech, 4 non-tech) | |
| Excel: Working With Text, Date and Time Functions and Formulas (Self-Study) (25SX-0046)25SX-0046 | *Using Text functions to join and separate text entries*Inserting Text functions to work with imported data*Performing date and time calculations with the Date and Time functions | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Exploring Internal Controls: That Could Have Prevented Frauds (Self-Study) (25SX-0047)25SX-0047 | *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) | |
| Financial Statement Shenanigans (Self-Study) (25SX-0048)25SX-0048 | *Factors that cause people to commit financial statement fraud
*The seven most common ways of "cooking the books"
*SpecifiC Corporate scandals which highlight "financial shenanigans"
*Increasing your awareness of possible techniques to detect financial statement irregularities and potential fraud | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Fixing Your Chart of Accounts (Self-Study) (25SX-0049)25SX-0049 | *Current Chart of Accounts Best Practices
*Why developing a chart of accounts begins with studying your organizational chart
*How to identify your account segments
*Determining the order of your account segments
*Best practices for numbering account bases
*How to avoid memorization
*Fixing Your Current Chart of Accounts
*How big company and small company software differs
*Two key approaches for preserving your historical data
*What to know when making major chart of accounts changes | |
| Self-Study | | On-Demand | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Fraud & Embezzlement: Case Studies from the Trenches (Self-Study) (25SX-0050)25SX-0050 | *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 |
| Fraud Trends: Applying Real-life Lessons to Small- and Mid-Size Entities (Self-Study) (25SX-0051)25SX-0051 | *Fraud trends per the most recent Association of Certified Fraud Examiners (ACFE) Annual Report on Fraud and Abuse
*Real-life examples of fraud in nonpublic entity and nonprofit environments.
*Cyber-security risks of fraud | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Fundamentals of Income Taxation (Self-Study) (25SX-0052)25SX-0052 | *Standard Deductions v. Itemized Deductions
*Defining ordinary income, capital gains and qualified dividends.
*Cash v. Accrual methods
*Above- and Below- the Line deductions
*Extensions for filing a return
*Calculating the federal tax liability | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| GASB 87: Are You Ready? (Self-Study) (25SX-0053)25SX-0053 | *Leases*GASB 87*Financial reporting | |
| Self-Study | | On-Demand | 1.5 CPE (1.5 tech, 0 non-tech) | |
| How Fraud Can Affect Smaller Organizations (Self-Study) (25SX-0054)25SX-0054 | *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) | |
| If You Only Knew What Microsoft Word Could Do (Self-Study) (25SX-0055)25SX-0055 | *Best practices for those creating Word documents of all types*Using Word Styles to enhance and organize documents*Word features like PDF editing, automatic tables of contents, and cross-referencing that save time and add value | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Implementing and Maintaining an Internal Controls (Part 1) (Self-Study) (25SX-0056)25SX-0056 | *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 (Part 2) (Self-Study) (25SX-0057)25SX-0057 | *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) | |
| Independence and Conflicts of Interest (Self-Study) (25SX-0058)25SX-0058 | *AICPA Code of Conduct: Independence, Conflicts of Interest
*Case Study: Olympus
*Case Study: Buca di Beppo | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Integrity, Objectivity and Judgment: Values in Action (Self-Study) (25SX-0059)25SX-0059 | *AICPA Code of Conduct: Integrity and Objectivity
*Case Study: Mortgage crisis of 2007-2010
*Case Study: World Com | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Internal Control Changes for Remote Workers (Self-Study) (25SX-0060)25SX-0060 | *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) | |
| Internal Controls to Mitigate Financial Reporting Risk (Self-Study) (25SX-0061)25SX-0061 | *Evolution of internal control concepts*Revamped 2013 COSO Internal Control - Integrated Framework*Designing an adequate "umbrella" of internal controls over financial reporting to prevent, or detect and correct, material misstatement due to fraud or error*Specific internal control considerations and sample documentation for smaller entities*Additional responsibilities for audits in accordance with Sarbanes-Oxley Act, Government Auditing Standards, and Single Audit Act requirements | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Intro to Governmental Accounting (Self-Study) (25SX-0062)25SX-0062 | *Financial reporting*Fund accounting*MD&A*Annual Comprehensive Financial Report | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Intro to NFP Accounting (Self-Study) (25SX-0063)25SX-0063 | *Accounting for nonprofit organizations
*Net assets
*Agency transactions
*Contributions
*Endowments
*Programmatic investments
| |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| IRS Penalties and Abatements (Self-Study) (25SX-0064)25SX-0064 | *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) | |
| Like-kind Exchanges in Real Estate Transactions (Self-Study) (25SX-0065)25SX-0065 | *Like-kind exchanges have been hailed as one of the few "legal tax shelters" still available for real property investments, but it is really a result of favored tax policy.
*These relatively straight-forward concepts can help a company significantly improve cash flow by deferring its tax liability.
*These concepts will be illustrated by real-life examples that present a novel approach to like-kind exchanges as a useful and practical tax-planning idea. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| LinkedIn Profile Secrets for CPAs (Self-Study) (25SX-0066)25SX-0066 | *Effective branding and LinkedIn profile positioning for CPAs
*Best practices and tips for each profile feature
*Optimizing language and words to attract clients: Your headline, essay, descriptions, and keywords
*Sizzle elements: Your headshot, background banner, videos, and media
*Essential LinkedIn settings and privacy for CPAs | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Compilation, Preparation and Review Basics and Peer Reviews (Self-Study) (25SX-0067)25SX-0067 | *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) | |
| Auditing, SSARS and Attest Update (Self-Study) (25SX-0068)25SX-0068 | *Identify the most recent changes in auditing, reviews, compilations and other attestation engagements
*Select practice tips for achieving high quality engagements
| |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Common Findings in Single Audits (Self-Study) (25SX-0069)25SX-0069 | *Overview of Single Audit
*Consequences of Noncompliance
*Overview of findings and observations by compliance requirement
*Single Audit findings and observations from AICPA Peer Review and OIG
*Ways to prevent findings
| |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Comprehensive Accounting and Financial Reporting Update (Self-Study) (25SX-0070)25SX-0070 | *CECL for nonfinancial institutions.
*Accounting for Paycheck Protection Program loans.
*Accounting for web-hosting services.
*Revenue recognition.
*Leases.
*FASB projects in progress.
| |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Peer Reviews of SSARS Engagements (Self-Study) (25SX-0071)25SX-0071 | *Basic requirements of an engagement review.
*Qualifications for serving as a peer reviewer.
*Involvement of peer review administrators and technical staff, peer review committees, AICPA, state boards of accountancy.
*Engagement selection criteria, information to be provided to the peer reviewer, the evaluation of engagements, the synthesis of matters, the nature of the reports, what happens if there is a nonconforming engagement, follow-up actions required by the committee.
*Common engagement review findings and tips for passing peer review.
| |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Yellow Book Independence and Single Audit Fundamentals (Self-Study) (25SX-0072)25SX-0072 | *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 SupplementÂ
*Uniform Guidance administrative requirements and cost principlesÂ
*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) | |
| AICPA Audit Quality Update and Quality Management Standards (Self-Study) (25SX-0073)25SX-0073 | *Analysis of the AICPA's Enhancing Audit Quality Initiative
*Trends in audit qualityÂ
*Latest on the DOL's audit quality study
*Peer review findings and practice tips for achieving high practice quality
*AICPA's new SQMS - Overview, implementation considerations, timeline, and AICPA implementation resources
*PCAOB and IAASB quality management standards and the potential impact on AICPA standards
| |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| ASC 842, Leases: Implementation Issues and Lessons Learned (Self-Study) (25SX-0074)25SX-0074 | *FASB's Accounting Standard Update for Leases (ASC Topic 842)
*Key differences between ASC Topic 842 and ASC Topic 840
*Implementation options, entries, practical expedients, and remeasurement-triggering events
*FASB ASU 2023 - 01 - Leases (Topic 842): Common Control Arrangements
| |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| NFP Reporting and Presentation (Self-Study) (25SX-0075)25SX-0075 | *Presentation of NFP financial statements focusing on ASU 2016-14 and ASU 2016-18 with example disclosures
*Common pitfalls on functional expense reporting
*Tips to consider on functional expense reporting
*Ways to manage liquid resources
*Peer review findings relating to implementation of ASU 2016-14
*Items to consider when preparing for an audit and reviewing financial statements related to COVID-19 (underwater endowments, liquidity, going concern, subsequent events etc.)
*Key facts and impacts on current ASUs
*Cybersecurity issues
| |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Ethics and Technology for CPAs (Self-Study) (25SX-0076)25SX-0076 |
*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 |
| Creating a Culture of Trust in a Fraud-filled World (Self-Study) (25SX-0077)25SX-0077 | *Discuss why fraudsters are becoming more brazen, how you protect yourself and your organization.
*Consider the concept of trust and how can you establish real trust within your organization.
*Discuss the pressures that cause CPAs to cross the line. What are the ethical principles that CPAs are required to follow? Who is responsible for fraud prevention?
| |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Ethics - Regulatory and Standards Update (Self-Study) (25SX-0078)25SX-0078 | *Recent ethics standards changes that impact your practice.
*Key regulatory changes and initiatives affecting CPAs and the future of the profession.
*Emerging issues and standard-setting activity that could affect your practice.
*Practical applications of the standards and common practice issues and challenges. Examples include independence issues, serving clients in the cannabis industry, and reporting potential noncompliance with laws and regulations to third parties.
*How failure to follow the standards can result in unwanted regulatory actions and publicity.
| |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Online Fraud Targeting Individuals & Companies (Self-Study) (25SX-0079)25SX-0079 | *Types of fraud that targets individuals*How organizations can work to reduce risk for workers | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Operations Level Internal Control (Self-Study) (25SX-0080)25SX-0080 | *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) | |
| Personality Styles: Adapting to Different Types of Personalities for Improved Relationships and Interactions (Self-Study) (25SX-0081)25SX-0081 | *Defining primary personality style characteristics
*Determining your own primary personality style and the style of others
*Effectively adapting for improving interactions with various personality styles
*Leveraging strengths and minimizing the negative impact of personality weaknesses
*Applying personality style analysis to real-life situations involving clients, staff, peers and superiors | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Power BI: Analyze Your Data with Excel PivotTables (Course 3) (Self-Study) (25SX-0082)25SX-0082 | *The advantages of PivotTable for Data Analysis*Step-by-Step PivotTable creation*Creating PivotCharts  | |
| Self-Study | | On-Demand | 4 CPE (0 tech, 4 non-tech) | |
| Power BI: Create Excel Dashboards for Maximum Impact (Course 4) (Self-Study) (25SX-0083)25SX-0083 | *Dashboard design guidelines*Using Excel features to create visuals*Using visuals to create dashboards*Introduce new Power BI tools that enhance visual and dashboard creation  | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Power BI: Go Beyond PivotTables with Power Pivot (Course 6) (Self-Study) (25SX-0084)25SX-0084 | *Data modeling in Power Pivot*Using basic DAX to create calculations*What are and when to use calculated columns and measures*Using the data model in Power Pivot to create PivotTables*Hierarchies in Power Pivot   | |
| Self-Study | | On-Demand | 4 CPE (0 tech, 4 non-tech) | |
| Power BI: Introduction to MS Power BI Tools (Course 1) (Self-Study) (25SX-0085)25SX-0085 | *The challenge of using Excel for Data Analysis*An overview of the various Power BI Tools*An overview of when and why to use each Power BI Tool*A tour of each tools interface  | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Power BI: OLAP Formulas & More Time Intelligent Functions (Self-Study) (25SX-0086)25SX-0086 | *OLAP functions to create custom calculations on an Excel worksheet*Measures that help determine the date of your refreshed data*Advanced time intelligent functions to create date-based measures | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Power BI: Prepare Your Data Efficiently for Excel Analysis (Course 2) (Self-Study) (25SX-0087)25SX-0087 | *Getting data into the correct structure*Data sources that you can access*Working with multiple tables and data sources*Steps to import data for analysis*Introduction to Power Query and Get and Transform  | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Power BI: Share Your Data Analysis using PowerBI.com (Course 9) (Self-Study) (25SX-0088)25SX-0088 | *A tour of the PowerBI.com interface*Sharing data with Power Pivot and Power BI Desktop*Creating visualizations and turning them into dashboards*Sharing visualizations and dashboards with others  | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Power BI: Use Advanced Calculations with DAX Formulas (Course 7) (Self-Study) (25SX-0089)25SX-0089 | *Review Power Pivot calculations (column calculations vs. measures)*Create advanced DAX formulas*Using a Date / Calendar table for data analysis*The DAX calculation process  | |
| Self-Study | | On-Demand | 4 CPE (0 tech, 4 non-tech) | |
| Power BI: Use PBI Desktop to Create Reports and Dashboards (Course 8) (Self-Study) (25SX-0090)25SX-0090 | *Tour of the Power BI Desktop interface*Using Power BI Desktop to connect to data sources*Available visualizations in Power BI Desktop*Building interactivity into visualizations  | |
| Self-Study | | On-Demand | 4 CPE (0 tech, 4 non-tech) | |
| Power BI: Use Power Query to Transform Your Data (Course 5) (Self-Study) (25SX-0091)25SX-0091 | *Append files Combine multiple files from a folder*Add custom columns*Unpivot a table*Create a lookup table from a table  | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Reference Rate Reform (Self-Study) (25SX-0092)25SX-0092 | *LIBOR *Reference rate reform | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Risk Management in a Post-Covid World (Self-Study) (25SX-0093)25SX-0093 | *Black Swan Risks
*Role of Finance, Internal and External Auditors
*COSO's Risk Management Standards
*The COSO Cube
*The COSO Double Helix
*Risk Management Definitions
*Event Identification
*Expected Value Analysis
*The Heat Map
*The World Economic Forum Global Risk Reports
*Alternative Risk Responses
*Avoidance
*Reduce/Increase
*Share
*Accept
*Lessons from the Great by Choice Research
*Personal Risk Management | |
| Self-Study | | On-Demand | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Roadmap to Ethical Decision Making (Self-Study) (25SX-0094)25SX-0094 | *Review the AICPA's Code of Professional Conduct.
*Provide best practice tips and practical strategies for preserving independence when assisting clients with technical matters.
*Discuss the principles of professional conduct.
*Address compliance with professional standards.
*Use case studies to address circumstances that may create threats to independence. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Schedule C of Form 1040 (Self-Study) (25SX-0095)25SX-0095 | *Schedule C
*Business Deductions
*Self-employment taxes
*Business use of a vehicle
*Section 179 and Bonus Depreciation | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Section 174: New Rules for Research & Experimentation (Self-Study) (25SX-0096)25SX-0096 | *Discussion of the impact of the Section 174 law change requiring capitalization of research and experimental costs.
*Comparison of the Section 41 R&E credit to the Section 174 R&E deduction.
*Financial accounting for R&E costs.
*Required change of accounting method and Form 3115.
*Revised treatment of software development costs.
*Comprehensive case problems explaining implementation of the law changes. | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Shortcuts that Excel Users Love (Self-Study) (25SX-0098)25SX-0098 | *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) | |
| Shorten Month-End Closing Best Practices (Self-Study) (25SX-0099)25SX-0099 | *Trends in financial statement closings including the Quick Close, Soft Close and Virtual Close
*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
*Identify the improvement projects that will yield the biggest benefit
*Review what leading edge finance managers are doing to close more quickly | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Steps to Stop External Fraud (Self-Study) (25SX-0100)25SX-0100 | *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) | |
| Talk This Way: Communication Skills for the CPA (Self-Study) (25SX-0101)25SX-0101 | *Pervasive best practices for effective communication
*Specific strategies for written materials
*Unique considerations for verbal presentations
*The importance of recursive revision
*Tips for success
*Pitfalls to avoid | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Taxation of Business Entities (Self-Study) (25SX-0102)25SX-0102 | *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. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Taxation of Judgement and Settlements (Self-Study) (25SX-0103)25SX-0103 | *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. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Taxation of Non-fungible Tokens (NFTs) (Self-Study) (25SX-0104)25SX-0104 | *NFT basics
*Classification of NFTs
*Current Legislative and Policy Environment
*Tax implications of creation, sales and exchanges of NFTs. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| The Art of Discipline and Getting Things Done: Applying Better Time, Team and Project Management Techniques (Self-Study) (25SX-0105)25SX-0105 | *Creating a culture of discipline
*Project and time management best practices
*Avoiding common time wasters
*Tips for both getting, and staying, organized
*Managing stress for yourself and others
*Managing productive meetings | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| The Choice of Entity Decision: What is Best for Your Client? (Self-Study) (25SX-0106)25SX-0106 | *Recent tax legislation and developments related to various entities, including sole proprietorships, single member LLCs, partnership/LLCs, S Corporations, and C Corporations.
*Impact of the Section 199A deduction
*Ramifications of the C to S election and the S to C election
*Corporate tax rate to individual tax rate comparison examples
*Other related topics | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Treasury Circular 230 for EAs and Other Tax Preparers (Self-Study) (25SX-0107)25SX-0107 | *Circular 230
*Conflicts of interest
*Loving case
*RTRP | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Understanding Internal Control Constructs (Self-Study) (25SX-0108)25SX-0108 | *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) (25SX-0109)25SX-0109 | *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) (25SX-0110)25SX-0110 | *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) | |
| What You Can Learn from the Statement of Cash Flows (Self-Study) (25SX-0111)25SX-0111 | *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 New in Excel (Self-Study) (25SX-0112)25SX-0112 | *New features and tools in Excel*Updates to the Excel Function Library | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| You Don't Know What You Don't Know About Excel (Part 1) (Self-Study) (25SX-0113)25SX-0113 | *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) (25SX-0114)25SX-0114 | *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) | |
| New Accounting and Disclosure Issues After a Natural Disaster (Webinar) (25WX-2496)25WX-2496 | *Current and noncurrent asset impairment*Insurance claims and related recoveries*Debt and liquidity issues*Government assistance and relief*Subsequent Events*Lease modifcations*Other matters | |
| 9/3/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Improve Spreadsheets by Building Controls in Excel (Webinar) (25WX-2318)25WX-2318 | *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 | |
| 8/22/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AI Privacy, Security and Compliance Masterclass (Webinar) (25WX-2631)25WX-2631 | *Introduction: What is AI Security, Privacy and Compliance (AISPC)?*Why AI Security, Privacy and Compliance (AISPC) is Increasingly Important for Accountants*AISPC Policy Best Practices*Key Tactical Questions for Addressing Data Security and Privacy*OpenAI and Compliance with Government Regulations*OpenAI and Two-Factor Authentication*Other OpenAI Security, Privacy and Compliance Considerations*Best Practices for Secure Data Sharing with GPT*How to Create a GenAI and ChatGPT Usage Policy for Your Operations*General AI Policy Do's and Don'ts*AI Copyright Compliance & Protection Guide*Deepfakes and Synthetic Media: A New Frontier for Fraud and Misinformation*From Financial Oversight to AI Governance: The Sarbanes-Oxley Legacy and Accountants' New Frontier in AI Security, Privacy, Compliance and Ethics*Key Takeaways | |
| 9/11/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Using e-Signature Software to Process Agreements (Webinar) (25WX-1754)25WX-1754 | *Review of the digital document signing process*Key features to evaluate in selecting a solution*Review and distinguish top selling e-signature applications*Best practices for deploying e-signature software in your practice or business | |
| 7/21/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Taking Advantage of Array Formulas in Excel (Webinar) (25WX-1994)25WX-1994 | *Introduction to Array Formulas: This segment establishes the foundation by differentiating array formulas from regular Excel formulas and explaining their significance*Using Array Formulas: This section focuses on the practical application of array formulas, teaching participants how to effectively implement and utilize these formulas in a variety of common Excel tasks and scenarios*Dynamic Arrays and Spill Functions: This part covers the utilization of dynamic arrays and spill functions, highlighting their role in modern Excel data handling*Advanced Array Functions: Participants will delve into complex functions such as SUMPRODUCT, UNIQUE, SORT, and FILTER, focusing on multi-condition summing and data management*Using Array Constants: This section teaches how simplify the use of static values called Array Constants | |
| 8/4/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Fraud Case Studies: 21st Century Professional Misbehavior (Webinar) (25WX-2119)25WX-2119 | *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 | |
| 8/11/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
| New Forensic Accounting: Finding Hidden Treasure in Tax Returns (Webinar) (25WX-1721)25WX-1721 | *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 | |
| 7/18/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Cryptocurrency 15 Years Later: A Market Update (Webinar) (25WX-1912)25WX-1912 | *Update on the cryptocurrency marketplace*Cryptocurrency exchanges - the good, the bad and the ugly*Overview of cryptocurrency taxation regulations*The technology behind cryptocurrency - Proof of stake, Layer 2, wallets and more*Blockchain technology update | |
| 7/30/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Art of Engaging in Difficult Conversations (Webinar) (25WX-3037)25WX-3037 | *Awareness of your mindset entering the conversation*Tactics to build a pool of meaning*Clarity around story telling*Biggest mistakes to avoid | |
| 10/6/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Navigating IRS Collections: The Collection Process (Webinar) (25WX-2381)25WX-2381 | *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 | |
| 8/26/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Tax Depreciation: Review and Update (Webinar) (25WX-1786)25WX-1786 | *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 | |
| 7/23/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CFO Series: October 2025 Webinar Bundle (Webinar) (25WX-3007)25WX-3007 | *Week 1: CFO Series: Design Incentive Compensation Plans That Work! | CPE: 2 | Field of Study: Finance, Business Management & Organization | Discussion Leader: Don Minges, MBA | Date: Friday, October 3, 10:00 am | Description: Incentive plans change behavior, but do they really incentivize the performance we want? This seminar will examine incentive plans to see which ones work and which do not. We will also examine difficult issues, such as what happens when we have upper and lower limits on incentives. How do we recognize performance in divisions facing different challenges? Sadly, too many incentive plans do not achieve the intended goals. Learn from the many mistakes made by others so your incentive plans will work as planned! *Week 2: CFO Series: Lease or Buy, Debt or Equity -- the Decision? | CPE: 2 | Field of Study: Finance Discussion Leader: Brian Maturi, MBA, FCA | Date: Friday, October 10, 10:00 am | Description: Is there a perfect mix of financing that we should aspire to achieve? What does financial theory tell us we should do? What is the cost of our financing decisions? Should we lease an asset, or buy it outright? How do we analyze this decision? How can we survive financial distress? These are all topics that every enterprise faces. In this seminar we will look at theory and practice to help resolve the dilemmas. If you are involved with financing the organization, this seminar is essential. *Week 3: CFO Series: Changing Corporate Culture: How to Improve it? | CPE: 2 | Field of Study: Business Management & Organization | Discussion Leader: Jane Mims, Ph.D. | Date: Friday, October 17, 10:00 am | Description: Every organization, team, and family have its own unique culture. Additionally, everyone within each business, team, and family has their own definition for what the culture is or should be. We will review several types of culture, what makes each type work, what can destroy them, and how to shift and shape your actions to transform the culture. Learn how to shift the culture without demanding major changes in the individuals, how to reduce resistance to change, and create a culture with low fear and high confidence - which translates into higher levels of productivity, profitability, and lower turnover. The best employees actively seek out organizations with the best cultures. Culture matters. *Week 4: CFO Series Beyond the Boardroom Best Governance Practices | CPE: 2 | Field of Study: Auditing | Discussion Leader: Rob Berry, CPA | Date: Friday, October 24, 10:00 am | Description: Balancing financial responsibilities with ethical leadership and governance practices can often seem daunting, particularly in smaller organizations. In this session we will discuss practical skills needed to lead with accountability, set high ethical standards, how to engage with the Board effectively, and drive true governance practices that go beyond buzzwords. Numerous organizations have embraced better governance because it is needed and is effective. We will discuss why better governance is imperative and how to implement the best governance practices. | |
| 10/3/2025 | 10 a.m. - 12 p.m. | Online | 8 CPE (5 tech, 3 non-tech) | |
| New Master the Art of CPA Communication: Boost Your Influence! (Webinar) (25WX-2409)25WX-2409 | *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 | |
| 8/27/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New AI Lessons Learned for Accountants (Webinar) (25WX-1730)25WX-1730 | *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 | |
| 7/19/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Business Partnerships: Managing Supplier Relationships (Webinar) (25WX-1839)25WX-1839 | *Overview of supplier contracts*Case studies of successful and not-so-successful supplier relationships*Risk potentials | |
| 7/25/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Creating an Ethical Work Environment (Webinar) (25WX-1832)25WX-1832 | *Ethical values and principles*Human factors impacting ethical choices*Professional and organizational responsibilities in creating an ethical work environment*Tools for ethical decision making | |
| 7/25/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Walter Haig's AICPA Auditing Standards Update (Webinar) (25WX-2798)25WX-2798 | *AICPA auditing standards issued during the 18-month period prior to the program that impact audits of Small- and Medium- sized entities (SMEs)*The new SAS 145 risk assessment requirements*The new SAS 134 as amended audit reports*How to fulfill responsibility to detect fraud under AU-C Section 240*How to help clients design, implement and maintain their internal controls*Troublesome areas in the audits of Small- and Medium-sized Entities (SMEs) as identified in peer reviews and litigation*How to perform profitable audits of Small- and medium-Sized Entities (SMEs) | |
| 9/22/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Self-Rental Real Estate: Passive Activity and Section 199A (Webinar) (25WX-1918)25WX-1918 | *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 | |
| 7/30/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Money Laundering Awareness for Accountants (Webinar) (25WX-2018)25WX-2018 | *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 | |
| 8/5/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Not-for-Profit GAAP Update (Webinar) (25WX-1909)25WX-1909 | *Accounting Standard Updates issued by the FASB*Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on | |
| 7/30/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Mastering IRS Form 7217: Partnership Property Distributions (Webinar) (25WX-2537)25WX-2537 | *Property distributions in liquidation of a partner's interest*Section 751 and its impact on property distributions from a partnership*Mechanics of completing Form 7217 -- new for 2024*The Section 754 election and its role in partnership property distributions | |
| 9/5/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New CFO Series: September 2025 Webinar Bundle (Webinar) (25WX-2535)25WX-2535 | *Week 1: CFO Series: Develop a Great Internal Audit Department: How? | CPE: 2 | Field of Study: Auditing | Discussion Leader: Rob Berry, CPA | Date: Friday, September 5, 10:00 a.m. | Description: What can we do and how can we make our Internal Audit department better? How does Internal Audit add value? What measurables should we use? What are the key factors to get right? This class will show you how to transform Internal Audit into a profit center. Renowned organizations rotate future leaders through Internal Audit for a reason. Operational and other audits performed with the right processes, procedures, and personnel are key to success throughout the organization. The modern Internal Audit department pays for itself. If you are interested in getting the most bang-for-the-buck from Internal Audit, this seminar will deliver. *Week 2: CFO Series: Insurance-- How to Manage Your Insurance Program? | CPE: 2 | Field of Study: Finance | Discussion Leader: Brian Maturi, MBA, FCA | Date: Friday, September 12, 10:00 a.m. | Description: At its core, insurance is risk management. What insurance does the organization need? What types? What limits should we buy? How large of a deductible should we accept? What is the difference between a deductible and a self-insured retention? What do I need to know about insurance contracts? What should I expect of my insurance broker? What coverage is available and what do I need to buy? Specifically designed for any leader responsible for insurance and risk, the insurance function is critical to the ongoing viability of an organization. We will review a practical approach to managing insurance. *Week 3: CFO Series Understand & Mitigate External & Internal Risks- How? | CPE: 2 | Field of Study: Auditing | Discussion Leader: Bob Mims, CPA | Date: Friday, September 19, 10:00 a.m. | Description: Risk is everywhere, but which risks matter? In the dynamic landscape of modern business, the role of a Chief Financial Officer (CFO) extends far beyond financial management; it encompasses navigating an array of external and internal risks that can impact organizational performance and sustainability. This seminar will empower professionals with the foresight and practical tools needed to understand, anticipate, and mitigate both external and internal risks. We must be aware and anticipate. If we do not adequately prepare, the organization will be exposed to avoidable and onerous risk. This is essential for leaders and organizations that want to survive and thrive. *Week 4: CFO Series: AI and Machine Learning: Practical Applications | CPE: 2 | Field of Study: Accounting & Auditing | Discussion Leader: Joe Oringel, MBA, CPA, CIA | Date: Friday, September 26, 10:00 am | Description: Artificial Intelligence (AI) and Machine Learning (ML) are being deployed in organizations large and small at a rapidly increasing rate. Your organization is likely testing, deploying, and perhaps refining AI-powered applications across a variety of departments and business functions. Why should this matter to accounting, internal audit, finance and cyber professionals? Should our teams be testing and deploying also? How and why AI can be used in accounting and audit? During this interactive session we will demonstrate and describe the differences between chat-based AI search tools and more robust AI-powered applications - e.g., an app to help prioritize and dispatch IT help desk tickets. The session will include example policies for responsible and ethical AI, and resources to help curious professionals learn more about these subjects. These technologies are powerful and quite capable, but they are not without risk. After all, with great power comes great responsibility. These technologies can also be misused (accidentally or intentionally) to destroy value instead of creating it. We also discuss which is the greater risk; a) not using these new technologies, or b) misusing these new technologies. Leading organizations have been using AI and ML. Successful leaders must be aware of the pros and cons and how to properly utilize these tools. | |
| 9/5/2025 | 10 a.m. - 12 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Microsoft 365 Application Lightning Round Review (Webinar) (25WX-2180)25WX-2180 | *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 365SharePoint / 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 | |
| 8/14/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Accounting for and Auditing Cryptocurrency and Digital Assets (Webinar) (25WX-2619)25WX-2619 | *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 | |
| 9/11/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| IRS Penalties and Abatements (Webinar) (25WX-2061)25WX-2061 | *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 | |
| 8/8/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| CFO Solutions to IRS Problems (Webinar) (25WX-2830)25WX-2830 | *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 | |
| 9/23/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Forensic Accounting: Crafting Expert Reports (Webinar) (25WX-2731)25WX-2731 | *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 | |
| 9/17/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| New A&A Update With Technology Implementation (Webinar) (25WX-2500)25WX-2500 | *Deep dive into the Accounting Standards Updates (ASUs) effective in 2025*Insights from the FAF's 2024 PCC Review*Overview of FASB's Invitation to Comment - Agenda Consultation*The essential changes in quality management standards that firms must implement by the end of 2025*Common deficiencies identified by the DOL in EBP (Employee Benefit Plan) engagements and provide a peek at upcoming projects from the Auditing Standards Board (ASB) | |
| 9/3/2025 | 10:30 a.m. - 2:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Annual Update for Governments and Not-for-Profits (Webinar) (25WX-1950)25WX-1950 | *New GASB standards*GASB 100, Accounting Changes and Error Corrections*GASB 101, Compensated Absences*Accounting Standard Updates issued by the FASB*Not-for-Profit Advisory Committee (NAC) and the projects they advise the FASB on*Yellow Book and Single Audit engagements*Changes in the 2024 Compliance Supplement*Changes to the Uniform Guidance*Common deficiencies identified by the federal agencies and peer reviewers | |
| 8/1/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New AI Prompt Engineering Masterclass for Accountants (Webinar) (25WX-1863)25WX-1863 | *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 | |
| 7/28/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Forensic Accounting: Investigating Divorce Cases (Webinar) (25WX-2843)25WX-2843 | *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 | |
| 9/24/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Comprehensive Audit and SSARS Update (Webinar) (25WX-2266)25WX-2266 | *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 | |
| 8/19/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Microsoft Teams: Everything You Need to Know From A to Z (Webinar) (25WX-2594)25WX-2594 | *Understanding the "big picture" of the role the Teams app plays in your Microsoft 365 ecosystem*How to effectively design your teams/channels configuration*Detailed review of all the features for creating conversation posts*Detailed review of all the features for creating, editing and managing Office files within the Teams app*How to use the search features to find Teams content instantly*Step by step review of how to host and participate in Teams online meetings*Using Teams calling features for your phone system*How to manage your notification settings in Teams | |
| 9/9/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Using ChatGPT with Excel (Webinar) (25WX-1884)25WX-1884 | *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 | |
| 7/29/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Advanced Excel: Hidden Secrets and Gems (Webinar) (25WX-2283)25WX-2283 | *Awareness of advanced functions*Creative methods for data manipulation*Using intellectual curiosity and professional skepticism to develop a problem-solving mentality*Real-life examples of innovative ways to analyze and report data with Excel*Using Excel to perform e-mail merges*Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox*Enhance creativity in your approach to developing Excel models | |
| 8/20/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Partnership/LLC Taxation: Tax Basis Capital Accounts (Webinar) (25WX-2519)25WX-2519 | *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 | |
| 9/4/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New SEC Case Studies: Ethical Dilemmas in Finance and Accounting (Webinar) (25WX-2803)25WX-2803 | *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 | |
| 9/22/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Walter Haig's Personal Financial Health Checkup (Webinar) (25WX-2191)25WX-2191 | *Preparing a personal financial statement following U.S. GAAP*Recasting U.S. GAAP personal financial statements into powerful management tools*Identifying key financial factors that must be managed in order to achieve financial self-sufficiency*Key personal planning documents including HIPAA Medical Disclosure Document, Living Will, Medical Durable Power of Attorneys, and Letter of Instruction at Death*How to create "goal" statements that achieve results | |
| 8/14/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Everyday Ethics at Work: Don't be the Next News Story! (Webinar) (25WX-2887)25WX-2887 | *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 | |
| 9/26/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Single Audit Update (Webinar) (25WX-1787)25WX-1787 | *Review of the impact of the 2024 Compliance Supplement on Single Audits*Review of the changes to the Uniform Guidance*Review of common audit deficiencies found in Single Audits | |
| 7/23/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Deep Dive Into Common Auditing Deficiencies (Webinar) (25WX-3049)25WX-3049 | *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 | |
| 10/6/2025 | 11:30 a.m. - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Enterprise-Wide Risk Management in Accounting and Finance (Webinar) (25WX-2655)25WX-2655 | *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 | |
| 9/12/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Comprehensive Audit and SSARS Update (Webinar) (25WX-2866)25WX-2866 | *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 | |
| 9/25/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Monthly Federal Tax Updates: September 2025 (Webinar) (25WX-2666)25WX-2666 | *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 | |
| 9/15/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Microsoft 365: Save More Time, Make More Money (Webinar) (25WX-3027)25WX-3027 | *Appreciate the full potential of Microsoft 365 to drive efficiency in your business*Learn best practices for harnessing the power of Microsoft 365*Design your Teams app setup to meet the unique attributes of your business*Use SharePoint and OneDrive to organize your files and share them securely internally and externally*Organize your thoughts, meeting notes and other content centrally in OneNote*Manage your projects, large and small, with the Planner app*Deploy the Stream app to document processes efficiently and effectively*Bonus Content: Understand how to harness the power of AI with Microsoft Copilot | |
| 10/3/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Ethics: How to Give and Receive Criticism the Right Way (Webinar) (25WX-2371)25WX-2371 | *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 | |
| 8/26/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Walter Haig's GAAP for SMEs, Tax and Cash Frameworks Update (Webinar) (25WX-2756)25WX-2756 | *Amendments to the U.S. Accounting Standards Codification (i.e. - U.S. GAAP) issued during the 18-month period prior to the program that impact SMEs*Update and review of the tax and cash special purpose frameworks*Update and review of the AICPA Financial Reporting Framework for SMEs*Update on common errors and deficiencies as identified in financial statements as identified in peer reviews and in litigation | |
| 9/19/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Art of Engaging in Difficult Conversations (Webinar) (25WX-1837)25WX-1837 | *Awareness of your mindset entering the conversation*Tactics to build a pool of meaning*Clarity around story telling*Biggest mistakes to avoid | |
| 7/25/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Business Tax Update: Recent Developments (Webinar) (25WX-2539)25WX-2539 | *2024/25 legislation impacting business taxpayers*Extenders legislation update*Meals and entertainment expense reporting*Partnership and S corporation updateIncome and deductions | |
| 9/5/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How SAS Nos. 134-145 Improve Risk-Based Audits (Webinar) (25WX-1899)25WX-1899 | *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 | |
| 7/29/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Learning to Teach Tax as a Second Language (Webinar) (25WX-2996)25WX-2996 | *Accounting as a foreign language*Commonly misunderstood concepts*Communicating tax matters*Client-practitioner interactionsInteracting with tax authorities | |
| 10/2/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New CPAxPACK Bundle: Forensic Accounting -- Investigate, Analyze, Report (Webinar) (25WX-2976)25WX-2976 | *Course 1: Forensic Accounting: Court Approved Methods of Proof | CPE: 4 | Description: How does a forensic accountant calculate financial losses? Federal courts have approved various ways to calculate losses ranging from net worth method of proof to the expenditures method. Each method of proof depends on the available facts to the forensic accountant. This presentation will focus on the various court approved methods of proof, when to use them, and how to calculate the total loss. *Course 2: Forensic Accounting: When the Office Is a Crime Scene | CPE: 4 | Description: Embezzlement happens often to many small businesses. Unfortunately, the lack of internal controls allow the embezzlement to remain undetected for years. But when it is discovered, the small business owner will most likely contact their CPA for advice. What should you do when your client contacts you about their employee embezzling money from their business? What options should you present to your client? How can your client protect themselves, while investigating the embezzlement? What steps need to be taken about preserving any documents, emails, texts, or phone calls? This course teaches how to engage the client, properly identify the evidence needed to prove the crime, how to write the report for civil and criminal trial, and best practices in preserving electronic and paper evidence. *Course 3: Forensic Accounting: Crafting Expert Reports | CPE: 4 | Description: When forensic accountants are hired to conduct an analysis and investigations, they are commonly expected to write a report. This report can be short or long, depending on the circumstances. This presentation is how to write an effective expert report that will withstand scrutiny of both parties of litigation and the court. The presentation will also include best practices, ethics, and components of an effective report. | |
| 10/1/2025 | 8 a.m. - 4 p.m. | Online | 12 CPE (12 tech, 0 non-tech) | 4 Ethics |
| Coaching the Next Generation of CPAs (Webinar) (25WX-2287)25WX-2287 | *Building a high-performing team comprised of multi-generational workers*How to effectively communicate with the millennial worker*Leveraging younger staff in business development opportunities*Measuring the productivity of a millennial workforce | |
| 8/20/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Will Your Ethics Be Burned by Burnout? (Webinar) (25WX-2460)25WX-2460 | *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 | |
| 8/29/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New AICPA Regulatory Ethics Update (Webinar) (25WX-1741)25WX-1741 | *The Professional Ethics Executive Committee's updated ethics rules*An overview of recently issued ethics rules that CPAs need to know to be compliant | |
| 7/21/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Guide Strategy, Attract Investments with Financial Forecasts (Webinar) (25WX-1775)25WX-1775 | *Introduction to Financial Statement Forecasting*Overview of the importance and benefits of forecasting for strategic planning and investment attraction*The Forecasting Process: Steps to project future income, expenses, and resources using historical data and market trends*Analyzing Historical Data: Methods for leveraging past financial data to inform future projections*Incorporating Market Trends: How to integrate market insights into financial forecasts*Forecasting Profitability: Techniques for predicting future earnings and their implications for budgeting, cash flow management, and investment planning*Forecasting the Balance Sheet: Approaches for predicting future financial positions, including growth potential, solvency, and capital structure | |
| 7/22/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New The Ethics of Teamwork (Webinar) (25WX-2070)25WX-2070 | *Virtue ethics*Team dynamics*Characteristics of highly effective teams*Meeting management*Team communication*Decision making | |
| 8/8/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Current Not-for-Profit Fraud Trends (Webinar) (25WX-2415)25WX-2415 | *Best practices for fraud prevention and detection*Common fraud schemes in not-for-profit 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! | |
| 8/27/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Everyday Ethics at Work: Don't be the Next News Story! (Webinar) (25WX-1790)25WX-1790 | *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 | |
| 7/23/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New SEC Case Studies: Ethical Dilemmas in Finance and Accounting (Webinar) (25WX-2611)25WX-2611 | *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 | |
| 9/10/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New CFO Series: Better Management Reports -- Clear + Simple=Great! (Webinar) (25WX-2075)25WX-2075 | *Why do most managers not understand financial reports?*The mistakes users make and the mistakes the accountants make*Steps to take to correct the issues*What do managers need from their reports?*The step-by-step process to build reports to give them vital information*How to learn what your users want*Alternative methods to present reports*Systems and software could be helpful*Examples of great reports*What works and what does not work well?*Crafting the report to suit your audience*The benefit of and necessity of an annual review | |
| 8/8/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ChatGPT for Accountants: 50+ Use Cases (Webinar) (25WX-2892)25WX-2892 | *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 | |
| 9/26/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Todd and Julie Chrisley Go to Prison (Webinar) (25WX-2836)25WX-2836 | *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 | |
| 9/24/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Unlock the Power of AI with Copilot in Excel (Webinar) (25WX-1906)25WX-1906 | *Introduction to Copilot in Excel*Automating Tasks and Enhancing Productivity*Advanced Data Insights with Copilot | |
| 7/30/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Partnership Tax Updates (Webinar) (25WX-2777)25WX-2777 | *Court decisions covering partnership issues such as TEFRA, Statute of Limitations, Economic Substance, and Sec. 754 Elections*IRS procedural updates on passthrough entities*New developments on conservation easements | |
| 9/20/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| A Culture of Regulatory Ethics: A Competitive Advantage (Webinar) (25WX-2752)25WX-2752 | *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 | |
| 9/18/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| New Donating Cryptocurrency and Avoiding Traps for the Unwary (Webinar) (25WX-2599)25WX-2599 | *Intro to digital assets*Differences between cryptocurrency and non-fungible tokens (NFTs)*IRS Notice 2014-12*Tax implications of contributing digital assets*Gift tax rules for donating, gifting or bequeathing cryptocurrency and NFTs*Substantiating charitable contributions of digital assets*Traps for the unwary | |
| 9/10/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New SECURE Act 2.0 and Updates (Webinar) (25WX-2344)25WX-2344 | *Implications for individualsChanges 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*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 | |
| 8/25/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Forensic Accounting: Investigating Divorce Cases (Webinar) (25WX-2303)25WX-2303 | *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 | |
| 8/21/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| What if Your Client Didn't Take Reasonable Compensation (Webinar) (25WX-2664)25WX-2664 | *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 | |
| 9/13/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Partnership/LLC Taxation: Tax Basis Capital Accounts (Webinar) (25WX-1928)25WX-1928 | *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 | |
| 7/31/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| S Corporations: Calculating Shareholder Basis (Webinar) (25WX-1874)25WX-1874 | *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 | |
| 7/28/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Yellow Book Independence and Single Audit Fundamentals (Webinar) (25WX-2512)25WX-2512 | *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 | |
| 9/3/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Forensic Accounting: Court Approved Methods of Proof (Webinar) (25WX-2416)25WX-2416 | *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 | |
| 8/27/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| ChatGPT and IRS Taxation Law Research (Webinar) (25WX-2647)25WX-2647 | *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 | |
| 9/12/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Love it or Leave it: Engagement and Retention at Work (Webinar) (25WX-2309)25WX-2309 | *Ethical values and engagement and retention*Enhancing employee engagement*Strategic/intentional actions to enhance retention*Generation X | |
| 8/21/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 1 Ethics |
| Walter Haig's Personal Financial Health Checkup (Webinar) (25WX-2595)25WX-2595 | *Preparing a personal financial statement following U.S. GAAP*Recasting U.S. GAAP personal financial statements into powerful management tools*Identifying key financial factors that must be managed in order to achieve financial self-sufficiency*Key personal planning documents including HIPAA Medical Disclosure Document, Living Will, Medical Durable Power of Attorneys, and Letter of Instruction at Death*How to create "goal" statements that achieve results | |
| 9/9/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Yellow Book Independence and Single Audit Fundamentals (Webinar) (25WX-1869)25WX-1869 | *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 | |
| 7/28/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Ethics of Self-Esteem For Women (Webinar) (25WX-2614)25WX-2614 | *Self-Esteem: What is it?*Belief systems*Benefits of high delf rsteem*Minimizing traps of low self esteem*Components of high self esteem | |
| 9/10/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Internal Control: Testing for Operating Effectiveness (Webinar) (25WX-2571)25WX-2571 | *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 | |
| 9/8/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CFO Series: Design Incentive Compensation Plans That Work! (Webinar) (25WX-3018)25WX-3018 | *What are incentive plans really trying to achieve?*Types of incentive plans commonly found*What are the advantages and disadvantages of each?*What makes a plan work or fail*Compensation methods -- stock, options, cash, etc.*Specific issues in design -- the unequal challenge, upper and lower limits, and tying to objectives*How to test a plan to ensure that it will work | |
| 10/3/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| New Build Better Budgets: Fundamental Techniques (Webinar) (25WX-1903)25WX-1903 | *Advantages of budgeting*The role of budgeting*Master budgeting*Flexible budgeting*Standards and variances*Capital budgeting | |
| 7/30/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Microsoft Outlook "Must Know" Email Tips (Webinar) (25WX-2034)25WX-2034 | *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 | |
| 8/6/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Todd and Julie Chrisley Go to Prison (Webinar) (25WX-2581)25WX-2581 | *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 | |
| 9/9/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Retaining Talent in a Competitive Marketplace (Webinar) (25WX-2929)25WX-2929 | *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 | |
| 9/29/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New What's Changing in A&A for Governmental Entities (Webinar) (25WX-2949)25WX-2949 | *A look at the GASB standards that are effective this year*GASB 100, Accounting Changes and Error Corrections*GASB 101, Compensated Absences*The impact of the 2024 Compliance Supplement on Single Audits*Changes to the Uniform Guidance*Common deficiencies found in Single Audits | |
| 9/30/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Hot Topics Audit and Attest Update (Webinar) (25WX-2658)25WX-2658 | *Recent quality improvements to the SASs and SSARs*Other matters that should be on your radar | |
| 9/13/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New A&A Update With Technology Implementation (Webinar) (25WX-2850)25WX-2850 | *Deep dive into the Accounting Standards Updates (ASUs) effective in 2025*Insights from the FAF's 2024 PCC Review*Overview of FASB's Invitation to Comment - Agenda Consultation*The essential changes in quality management standards that firms must implement by the end of 2025*Common deficiencies identified by the DOL in EBP (Employee Benefit Plan) engagements and provide a peek at upcoming projects from the Auditing Standards Board (ASB) | |
| 9/24/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Create Measures in Power BI That Define Your Metrics (Webinar) (25WX-1900)25WX-1900 | *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 | |
| 7/29/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Professional Ethical Considerations for CPAs (Webinar) (25WX-1926)25WX-1926 | *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 | |
| 7/31/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Walter Haig's AICPA Auditing Standards Update (Webinar) (25WX-1748)25WX-1748 | *AICPA auditing standards issued during the 18-month period prior to the program that impact audits of Small- and Medium- sized entities (SMEs)*The new SAS 145 risk assessment requirements*The new SAS 134 as amended audit reports*How to fulfill responsibility to detect fraud under AU-C Section 240*How to help clients design, implement and maintain their internal controls*Troublesome areas in the audits of Small- and Medium-sized Entities (SMEs) as identified in peer reviews and litigation*How to perform profitable audits of Small- and medium-Sized Entities (SMEs) | |
| 7/21/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| ChatGPT and Advanced Financial Analysis for Accountants (Webinar) (25WX-1890)25WX-1890 | *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 | |
| 7/29/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Implementing an AI-Enabled Marketing Strategy for Your Firm (Webinar) (25WX-2925)25WX-2925 | *Module 1: Introduction to AI in Marketing The Basics of AI -- Concepts and Terminology*Module 2: Leveraging AI Tools and Technologies Overview of AI Tools for Marketing*Module 3: Practical Strategies for AI Integration Integrating AI into Your Marketing Workflow*Module 4: Measuring AI-Driven Marketing Effectiveness Key Metrics for Assessing AI-Driven Campaigns*Module 5: Real-Life Case Studies and Success Stories Case Studies of Firms Successfully Using AI in Marketing*Module 6: Developing Your AI-Enabled Marketing Strategy Creating a Custom AI Marketing Strategy | |
| 9/29/2025 | 11:30 a.m. - 12:30 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Forensic Accounting: When The Office is a Crime Scene (Webinar) (25WX-2709)25WX-2709 | *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 | |
| 9/16/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Forensic Accounting: Investigating Divorce Cases (Webinar) (25WX-2895)25WX-2895 | *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 | |
| 9/26/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| PCAOB and SEC Update (Webinar) (25WX-2682)25WX-2682 | *Developments at the PCAOB*Recent trends in SEC comment letters*Enforcement actions and administrative proceedings*Conclusions and predictions for the future | |
| 9/15/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethical Management of Conflict (Webinar) (25WX-2091)25WX-2091 | *Professionalism, conflict and ethics*Sources and approaches to conflict*Managing conflict from the inside: Awareness of human tendencies, human emotions, and gossip*Guidelines for managing conflict collaboratively | |
| 8/9/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Ethics: How to Run Your Business Well (Webinar) (25WX-2173)25WX-2173 | *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" | |
| 8/14/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Integrity, Objectivity and Judgment: Values in Action (Webinar) (25WX-1938)25WX-1938 | *AICPA Code of Conduct: Integrity and Objectivity*Case Study: Mortgage crisis of 2007-2010*Case Study: World Com | |
| 7/31/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| New Accounting and Disclosure Issues After a Natural Disaster (Webinar) (25WX-2151)25WX-2151 | *Current and noncurrent asset impairment*Insurance claims and related recoveries*Debt and liquidity issues*Government assistance and relief*Subsequent Events*Lease modifcations*Other matters | |
| 8/13/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Role of Internal Control in the Risk-Based Audit (Webinar) (25WX-1756)25WX-1756 | *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 | |
| 7/21/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Ethics of Recruitment and Selection (Webinar) (25WX-2936)25WX-2936 | *Discussion of ethical and effective recruiting strategies*Selection processes that foster diversity and inclusion*How to increase talent pools to ensure hiring success | |
| 9/30/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Retirement Planning: Next Stage for You or Your Client (Webinar) (25WX-2578)25WX-2578 | *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 | |
| 9/9/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ChatGPT and Advanced Financial Analysis for Accountants (Webinar) (25WX-2207)25WX-2207 | *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 | |
| 8/15/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Leadershift: Drive Results Through Ethical Performance Management (Webinar) (25WX-2329)25WX-2329 | *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 | |
| 8/22/2025 | 9:30 a.m. - 1:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| Ethics at Work: Diversity, Equity and Inclusion (Webinar) (25WX-1704)25WX-1704 | *Overview of ethics*Ethical values and principles*DEI working definitions*Unconscious bias, assumptions, microaggressions*Standing Up and Speaking Out*DEI and Organizational Responsibility | |
| 7/18/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Accounting for the Gig Economy (Webinar) (25WX-2921)25WX-2921 | *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 | |
| 9/29/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Microsoft 365: Save More Time, Make More Money (Webinar) (25WX-2676)25WX-2676 | *Appreciate the full potential of Microsoft 365 to drive efficiency in your business*Learn best practices for harnessing the power of Microsoft 365*Design your Teams app setup to meet the unique attributes of your business*Use SharePoint and OneDrive to organize your files and share them securely internally and externally*Organize your thoughts, meeting notes and other content centrally in OneNote*Manage your projects, large and small, with the Planner app*Deploy the Stream app to document processes efficiently and effectively*Bonus Content: Understand how to harness the power of AI with Microsoft Copilot | |
| 9/15/2025 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Leveraging Marketing Automation for Accounting Firm Growth (Webinar) (25WX-3030)25WX-3030 | *Content - From generating content ideas to SEO research and creating content through its distribution we will look at tools to accomplish these goals efficiently and effectively*Lead Generation - Tools to determine the best offers and get them in front of the appropriate audiences*Lead Nurturing - Once you have a prospective client "raise their hand" virtually or physically, it is critical to design and implement campaigns and other tactics to keep them engaged and move them closer to being a client*We will cover this in-depth during the course*Sales - After you have a prospect ready to get to the next phase of the purchase journey, it is imperative to answer objections, explain the process of working with your firm and then close the sale*These tools will allow you to do this without an entire sales team*Onboarding - Once the prospect becomes a client leverage automation to make onboarding seamless, systematic and simple for your team*Referrals and Reviews - Instead of chasing clients for reviews or case studies, consider baking the ask right into your current or automated processes | |
| 10/6/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Self-Rental Real Estate: Passive Activity and Section 199A (Webinar) (25WX-2387)25WX-2387 | *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 | |
| 8/26/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New ChatGPT Vision for Financial Analysis (Webinar) (25WX-2954)25WX-2954 | *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 | |
| 10/1/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Mastering Partnership Basis: Inside and Outside Basis (Webinar) (25WX-2321)25WX-2321 | *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 | |
| 8/22/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The 10 Must Know Excel Features (Webinar) (25WX-1735)25WX-1735 | *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 | |
| 7/19/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Seeing Beyond the Numbers: Analysis for CFOs and Controllers (Webinar) (25WX-1975)25WX-1975 | *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 | |
| 8/1/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethics: What a CPA in Business and Industry Needs to Know (Webinar) (25WX-2160)25WX-2160 | *Ethics for Members in Business: Why Bother?*Re-Introducing the AICPA Code of Professional Conduct*The Basic Ethics Rules for Members in Business*The Conceptual Framework: Avoiding the Risk of Noncompliance*Case Analysis: Members in Business | |
| 8/13/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Best Practices: Conducting Meaningful Walkthroughs (Webinar) (25WX-2337)25WX-2337 | *Review of audit procedures*Documentation requirements*Real world examples of red flags that may arise | |
| 8/22/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ChatGPT and Complex Financial and HR Conversations (Webinar) (25WX-1952)25WX-1952 | *Budget Allocation and Negotiation Techniques*Compensation and Benefits Structuring*Managing Financial Performance and Layoffs*Financial and HR Aspects of Mergers and Acquisitions*Regulatory Compliance and Ethical Financial Practices*Strategies for Financial Crisis Management*Effective Performance Management Systems | |
| 8/1/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Ethics and Civility in the Workplace (Webinar) (25WX-2011)25WX-2011 | *What is civility and how it is tied to the bottom line?*Principles of Civility*Giving the Benefit of the Doubt*Inclusivity*Communication*Review of ethical values and principles with an emphasis on: Respect, courage, compassion, honor, and accountability | |
| 8/5/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New CPAxPACK Bundle: Monthly Federal Tax Updates -- Stay Informed on Tax! (Webinar) (25WX-1969)25WX-1969 | *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 | |
| 8/1/2025 | 8 a.m. - 4 p.m. | Online | 24 CPE (24 tech, 0 non-tech) | |
| Create Visuals in Power BI to Successfully Analyze Data (Webinar) (25WX-1999)25WX-1999 | *Tour of the Power BI Desktop Interface: Understand the layout, tools, and features of Power BI Desktop*Tour of PowerBI.com Interface: Familiarize with the online environment of Power BI for report creation*Importing Power Pivot Data Model: Understand how to integrate Power Pivot models into Power BI for more complex data analysis*Building Visuals: Learn the step-by-step process to create compelling visuals and understand the importance of visual context in data storytelling*Review of Available Visuals: Explore the variety of visuals available in Power BI and their appropriate applications*Power BI Desktop Features: Delve into the advanced features of Power BI Desktop, enhancing data manipulation and visualization capabilities*Building Interactivity into Visuals: Learn to create dynamic and interactive reports that engage and inform*Publishing Reports to PowerBI.com: Gain skills in uploading and managing reports on PowerBI.com for wider access and collaboration | |
| 8/4/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New CPAxPACK Bundle: Unlocking AI Potential for Business Innovation (Webinar) (25WX-2979)25WX-2979 | *Course 1: Implementing an AI-Enabled Marketing Strategy for Your Firm | CPE: 1 | Field of Study: Communications and Marketing | Description: Unlock the power of artificial intelligence to transform your firm's marketing strategy. This course will explore how AI can revolutionize your marketing efforts, helping you to reach your target audience more effectively and boost your firm's growth. In this session, Gaynor Meilke will guide you through the steps to implement an AI-enabled marketing strategy tailored to your firm's needs. Key Takeaways: Understand the fundamental principles of AI and its applications in marketing. Learn how to leverage AI tools and technologies to enhance your marketing campaigns. Discover practical strategies for integrating AI into your firm's marketing workflow. Gain insights into measuring the effectiveness of your AI-driven marketing efforts. Explore real-life case studies and success stories of firms that have successfully implemented AI in their marketing strategies. By the end of this course, you will be equipped with the knowledge and tools to harness the power of AI, streamline your marketing processes, and achieve remarkable results for your firm. Don't miss this opportunity to stay ahead of the competition and lead your firm to new heights with AI-enabled marketing. *Course 2: Generative AI in Practice-Boost Efficiency and Profitability | CPE: 2 | Field of Study: Information Technology | Description: Unlock the potential of generative AI to streamline accounting, auditing, tax , and advisory services. This course focuses on practical applications that can save you time and enhance profitability. Learn how to integrate AI tools into your workflows to automate tasks, improve accuracy, and deliver higher-value services. *Course 3: Using AI to Instantly Transform Ideas into Revenue Streams | CPE: 2 | Field of Study: Information Technology | Description: Learn practical strategies to increase revenue generation using AI-driven ideation methods. This course provides a concise overview of cutting-edge artificial intelligence tools and methodologies that enable professionals to transform innovative ideas into sustainable revenue streams. Through a practical, hands-on approach, participants will explore various AI platforms and workflows that streamline the process of creating digital assets, content, and products. The course emphasizes real-world applications and demonstrates how to leverage AI technology to diversify service offerings and generate new income sources. *Course 4: AI Privacy, Security, and Compliance Masterclass | CPE: 2 | Field of Study: Information Technology | Description: In today's rapidly evolving digital landscape, understanding the interplay between generative AI and data protection is not just an asset, but a necessity. This transformative course is designed to delve deep into the crucial privacy, security, and compliance aspects of working with Generative AI (GenAI) technologies. As accountants increasingly integrate AI tools into their workflows, the stakes for safeguarding sensitive information and ensuring ethical AI practices have never been higher. Our masterclass is tailored to meet the unique needs of modern accountants, providing a thorough and practical exploration of how to navigate the complexities of secure data sharing with GPT models, implement robust AI policies, and master the intricacies of AI copyright compliance. With a focus on real-world applications and emerging threats, such as deepfakes and their implications for fraud and misinformation, this course is your gateway to becoming a trusted expert in the field. Join us to future-proof your career and lead with confidence in the digital age. *Course 5: Tech It to the Next Level: Slim Your Team for Max Efficiency | CPE: 1 | Field of Study: Computer Software & Applications | Description: Ready to slim down your team and maximize efficiency without sacrificing quality? This session breaks down how to leverage tech and automation to fill workflow gaps, build a strong tech stack, and connect tools seamlessly. Learn how one proven tech stack replaced more than half a traditional team while improving client satisfaction and reducing overhead. Walk away with practical steps to streamline operations, automate repetitive tasks, and focus your resources on what really matters. Attendees will gain practical insights into streamlining operations, automating repetitive tasks, and focusing resources on high-value activities. The session also includes an exclusive look at a proven tech stack used to replace over half a traditional team, offering actionable steps to create a leaner, tech-driven, scalable firm. Perfect for firm owners ready to rethink staffing, reduce overhead, and embrace the future of accounting efficiency. *Course 6: Unlock the Power of AI with Copilot in Excel | CPE: 2 | Field of Study: Computer Software & Applications | Description: In the ever-evolving world of data analytics and business intelligence, Microsoft Excel continues to be an indispensable tool for professionals across industries. With the introduction of Copilot, Microsoft has integrated the power of artificial intelligence directly into Excel, revolutionizing how users work with data. This 2-hour interactive course, Unlock the Power of AI with Copilot in Excel, provides a comprehensive overview of how Copilot transforms traditional Excel workflows into dynamic, AI-driven processes, enabling users to accomplish tasks faster, more accurately, and with less manual effort. During this course, you'll discover how Copilot leverages AI to enhance productivity and streamline operations. Whether you're a seasoned Excel user or just beginning your journey, this course will guide you through practical applications and best practices to make the most of Copilot's capabilities. Through hands-on demonstrations and real-world examples, you'll see how Copilot can save time, improve decision-making, and elevate your analytical skills to new heights. This course not only focuses on the technical aspects of Copilot but also highlights its potential to transform your day-to-day work, from automating repetitive tasks to uncovering trends and insights you might otherwise overlook. By the end of the session, you'll be equipped with the knowledge and confidence to integrate Copilot into your workflows and unlock its full potential in Microsoft Excel. | |
| 10/1/2025 | 8 a.m. - 4 p.m. | Online | 10 CPE (6 tech, 4 non-tech) | |
| Money Laundering 101 for CPAs (Webinar) (25WX-2575)25WX-2575 | *The theory of money laundering*Common money laundering statutes*Examples from court cases of money laundering statutes*Common occurrences with CPAs*Possible money laundering transactions*Applying the money laundering statutes in real life scenarios | |
| 9/8/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Tactics to Find Work-Life Balance in a Complex World (Webinar) (25WX-2236)25WX-2236 | *How to get more out of one's work*How to achieve greater balance between today's ever more demanding and complex demands of work without losing sight of what is important in daily routines*Example of how to develop and be challenged by your own personal bucket list | |
| 8/18/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Bookkeeper Goes to Prison (Webinar) (25WX-2146)25WX-2146 | *Career choices*Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 8/13/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New How AI Fits into the Accounting World (Webinar) (25WX-2408)25WX-2408 | *An overview of AI constructs*How artificial intelligence is being used by accountants today*Accounting-centric AI developments on the horizon | |
| 8/27/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Financial and Tax Accounting for S Corporations and Partnerships (Webinar) (25WX-2498)25WX-2498 | *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/LLCFinancial 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 | |
| 9/3/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Beyond the Basics: Financial Ratios You Might Be Overlooking (Webinar) (25WX-2758)25WX-2758 | *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 | |
| 9/19/2025 | 3:30 - 4:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Managerial Accounting: Your Prescription for Better Decisions (Webinar) (25WX-2661)25WX-2661 | *Target profit and break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis*Budgeting | |
| 9/13/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Cryptocurrency 15 Years Later: A Market Update (Webinar) (25WX-2352)25WX-2352 | *Update on the cryptocurrency marketplace*Cryptocurrency exchanges - the good, the bad and the ugly*Overview of cryptocurrency taxation regulations*The technology behind cryptocurrency - Proof of stake, Layer 2, wallets and more*Blockchain technology update | |
| 8/25/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Compilation, Preparation and Review Basics and Peer Reviews (Webinar) (25WX-2724)25WX-2724 | *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 | |
| 9/17/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AI Revolution: The Big Picture for CPAs (Webinar) (25WX-2505)25WX-2505 | *Overview of AI and its evolution in business*Deep dive into generative AI and its applications*Impact of AI on accounting, tax and finance sectors*Future trends and opportunities for CPAs*Preparing for the AI-driven business environment | |
| 9/3/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ChatGPT for Accountants: 50+ Use Cases (Webinar) (25WX-2338)25WX-2338 | *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 | |
| 8/22/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Mastering Microsoft 365 Copilot for CPAs (Webinar) (25WX-2544)25WX-2544 | *Overview of Microsoft 365 Copilot features*Automating tasks with AI assistance*Enhancing content creation and data analysis*Collaboration tools powered by AI*Best practices for maximizing Copilot's benefits | |
| 9/5/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Best Practices: Conducting Meaningful Walkthroughs (Webinar) (25WX-2480)25WX-2480 | *Review of audit procedures*Documentation requirements*Real world examples of red flags that may arise | |
| 9/2/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Build Better Budgets: Fundamental Techniques (Webinar) (25WX-2145)25WX-2145 | *Advantages of budgeting*The role of budgeting*Master budgeting*Flexible budgeting*Standards and variances*Capital budgeting | |
| 8/13/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CFO Series: Develop a Great Internal Audit Department -- How? (Webinar) (25WX-2545)25WX-2545 | *The six factors required for Internal Audit to deliver value*The most important factor*Implementing Internal Audit guidelines*How to measure value and progress*What distinguishes a good department from a great department*Key skills for excellent Internal Auditors*The proper mindset and goals*Getting and keeping the right staff*How to cost-justify Internal Audit*Making the business case*Effectively communicating with the Board and other leaders | |
| 9/5/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Hot Topics Accounting Update (Webinar) (25WX-2066)25WX-2066 | *New accounting standards*The impact on Financial Reporting*Hot topics in financial reporting*Current and emerging US GAAP requirements | |
| 8/8/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Annual Update for Not-for-Profit Accountants and Auditors (Webinar) (25WX-1875)25WX-1875 | *The Not-for-Profit Advisory Committee (NAC)*Accounting Standards Updates (ASUs)*Year 2 considerations of the leases standard*Common not-for-profit deficiencies identified in peer review*What's going on at the AICPA | |
| 7/28/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Steps to Stop External Fraud (Webinar) (25WX-1990)25WX-1990 | *Types of external fraud*Considerations as organizations work to reduce fraud risk*External fraud and known parties/External fraud unknown perpetrators | |
| 8/4/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Bookkeeper Goes to Prison (Webinar) (25WX-1904)25WX-1904 | *Career choices*Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 7/30/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Monthly Federal Tax Updates: August 2025 (Webinar) (25WX-2096)25WX-2096 | *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 | |
| 8/11/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Shortcuts That Excel Users Love (Webinar) (25WX-1722)25WX-1722 | *The power of keyboard shortcuts*Oft used features with more capability than meets the eye*New helpful features*Note: 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. | |
| 7/18/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| How Fraud Can Affect Smaller Organizations (Webinar) (25WX-2889)25WX-2889 | *The reasons for fraud*Fraudulent acts that are initiated against smaller organizations*Methods to stop fraud attempts against small businesses | |
| 9/26/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Business Partnerships: Managing Supplier Relationships (Webinar) (25WX-3020)25WX-3020 | *Overview of supplier contracts*Case studies of successful and not-so-successful supplier relationships*Risk potentials | |
| 10/3/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Managing Current Fraud Trends in a Shifting Environment (Webinar) (25WX-2245)25WX-2245 | *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 | |
| 8/19/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New ChatGPT Vision for Financial Analysis (Webinar) (25WX-2787)25WX-2787 | *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 | |
| 9/22/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Supporting Mental Wellness to Thrive in Work and Life (Webinar) (25WX-2790)25WX-2790 | *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 | |
| 9/22/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Entertainment, Meals and Travel Expenses: Review and Update (Webinar) (25WX-1740)25WX-1740 | *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 | |
| 7/21/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Al Capone to Cybercrime: The Journey of IRS Special Agents (Webinar) (25WX-2529)25WX-2529 | *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 | |
| 9/4/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Love it or Leave it: Engagement and Retention at Work (Webinar) (25WX-2629)25WX-2629 | *Ethical values and engagement and retention*Enhancing employee engagement*Strategic/intentional actions to enhance retention*Generation X | |
| 9/11/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 1 Ethics |
| New Donating Cryptocurrency and Avoiding Traps for the Unwary (Webinar) (25WX-2810)25WX-2810 | *Intro to digital assets*Differences between cryptocurrency and non-fungible tokens (NFTs)*IRS Notice 2014-12*Tax implications of contributing digital assets*Gift tax rules for donating, gifting or bequeathing cryptocurrency and NFTs*Substantiating charitable contributions of digital assets*Traps for the unwary | |
| 9/23/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Risk Assessment Under SAS No. 145: The Key to Audit Quality? (Webinar) (25WX-2184)25WX-2184 | *New concepts due to the issuance of SAS No. 145*Revised requirement to separately assess inherent risk and control risk*A new definition of significant risk*New emphasis on IT controls and risk of material misstatement*New guidance on maintaining professional skepticism*Revised requirements to evaluate the design of certain controls*Revised requirements regarding audit documentation*New guidance on scalability | |
| 8/14/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Create Paginated Reports with Power BI Report Builder (Webinar) (25WX-2089)25WX-2089 | *Introduction to Power BI Report Builder: Overview of the tool, its interface, and integration with the Power BI ecosystem*Designing Report Layouts: Techniques for setting up professional layouts, including headers, footers, and managing pagination*Data Connection and Management: Connecting to various data sources and preparing data for reporting*Creating Visualizations: Utilizing Power BI's visualization tools for impactful data presentation*Advanced Report Features: Exploring sub-reports, drill-through capabilities, and dynamic expressions*Publishing and Sharing: Guidelines for publishing reports to the Power BI service and sharing them with relevant stakeholders | |
| 8/9/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Common Financial Statement Disclosures (Webinar) (25WX-1979)25WX-1979 | *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 | |
| 8/4/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Comprehensive Accounting and Financial Reporting Update (Webinar) (25WX-1694)25WX-1694 | *CECL for nonfinancial institutions*Accounting for Paycheck Protection Program loans*Accounting for web-hosting services*Revenue recognition*Leases*FASB projects in progress | |
| 7/17/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New How to Audit Cash (Webinar) (25WX-2792)25WX-2792 | *Auditing cash*Audit assertions, risks, and threats to the cash balance*Auditing procedures to perform | |
| 9/22/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Understanding the New Forms K-2 and K-3 (Webinar) (25WX-2831)25WX-2831 | *Introduction to Schedules K-2 and K-3*Review the filing requirements*Discuss the different parts of the schedules and what needs to be included | |
| 9/24/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Integrity, Objectivity and Judgment: Values in Action (Webinar) (25WX-2890)25WX-2890 | *AICPA Code of Conduct: Integrity and Objectivity*Case Study: Mortgage crisis of 2007-2010*Case Study: World Com | |
| 9/26/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Forgotten Managerial Accounting Tools for CPAs (Webinar) (25WX-2086)25WX-2086 | *Target profit analysis*Break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis | |
| 8/9/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: What a CPA in Business and Industry Needs to Know (Webinar) (25WX-3038)25WX-3038 | *Ethics for Members in Business: Why Bother?*Re-Introducing the AICPA Code of Professional Conduct*The Basic Ethics Rules for Members in Business*The Conceptual Framework: Avoiding the Risk of Noncompliance*Case Analysis: Members in Business | |
| 10/6/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New CPAxPACK Bundle: AI-Powered Accounting (Webinar) (25WX-1968)25WX-1968 | *Course 1: Unlock the Power of AI with Copilot in Excel | Field of Study: Computer Software & Applications | CPE: 2 | Description: In the ever-evolving world of data analytics and business intelligence, Microsoft Excel continues to be an indispensable tool for professionals across industries. With the introduction of Copilot, Microsoft has integrated the power of artificial intelligence directly into Excel, revolutionizing how users work with data. This 2-hour interactive course, Unlock the Power of AI with Copilot in Excel, provides a comprehensive overview of how Copilot transforms traditional Excel workflows into dynamic, AI-driven processes, enabling users to accomplish tasks faster, more accurately, and with less manual effort. During this course, you'll discover how Copilot leverages AI to enhance productivity and streamline operations. Whether you're a seasoned Excel user or just beginning your journey, this course will guide you through practical applications and best practices to make the most of Copilot's capabilities. Through hands-on demonstrations and real-world examples, you'll see how Copilot can save time, improve decision-making, and elevate your analytical skills to new heights. This course not only focuses on the technical aspects of Copilot but also highlights its potential to transform your day-to-day work, from automating repetitive tasks to uncovering trends and insights you might otherwise overlook. By the end of the session, you'll be equipped with the knowledge and confidence to integrate Copilot into your workflows and unlock its full potential in Microsoft Excel. *Course 2: AI Prompt Engineering Masterclass for Accountants | Field of Study: Information Technology | CPE: 2 | Description: An advanced guide to prompting techniques that maximize AI efficiency and precision in everyday business research, operational due diligence and accounting tasks. Designed for accountants with no prior AI knowledge, the session explores how simple language and strategic prompting can unlock powerful, layered responses from large language models (LLMs). Participants will learn to overcome the "lazy" defaults of AI, using specific techniques to enhance detail, accuracy, and contextual understanding in their queries. By understanding prompt engineering's role, attendees will discover how to guide AI to provide practical, relevant, and analytical insights suited to complex financial scenarios, without needing extensive technical expertise. *Course 3: AI for CPAs - How it Works and How to Apply it | Field of Study: Information Technology | CPE: 4 | Description: Generative AI tools such as ChatGPT, Microsoft Copilot, Google Gemini and many others are transforming the digital landscape of virtually every business, including CPA firms. We will demystify the complex world of generative AI in this informative session designed specifically for CPAs. We will break down the nuts and bolts of how generative AI works, making the technical aspects accessible and relevant. Equip yourself with the foundational knowledge to leverage AI in your practice or business. You will learn multiple examples of how you can apply generative AI tools in accounting, finance and tax to boost your team's productivity and improve the quality of your work product. *Course 4: 1040 Tax Prep Automation with AI Tools | Field of Study: Taxes | CPE: 2 | Description: There has never been a greater opportunity to leverage technology tools to automate various aspects of 1040 tax preparation. This course will provide specific examples of how you can use AI (artificial intelligence) based tools to complement your core 1040 tax prep software. You will learn how to leverage AI to automate the collection and organization of client source documents, enhance the engagement management process and add value to your 1040 service through AI enhanced 1040 advisory services. This course will separate the hype from reality about AI and how it can be used in 1040 tax preparation. *Course 5: How AI Fits into the Accounting World | Field of Study: Accounting | CPE: 2 | Description: This session is designed as a primer to introduce artificial intelligence (AI) and to discuss how it will impact accountants as they work. The material will briefly explain what AI is and then focus on ways that it is already serving those in the accounting realm. It will close with a look at future AI-centric developments that will have great potential to positively impact the accounting profession. Those wishing to gain an understanding of what artificial intelligence is and how it will be used by accountants should consider attending this session. | |
| 8/1/2025 | 8 a.m. - 4 p.m. | Online | 12 CPE (10 tech, 2 non-tech) | |
| New Yellow Book Update (Webinar) (25WX-2588)25WX-2588 | *Yellow Book engagements*Independence requirements in GAGAS*Quality management in Yellow Book*Common deficiencies found in Yellow Book engagements | |
| 9/9/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Integrate ChatGPT into Your Client Advisory Services (Webinar) (25WX-2848)25WX-2848 | *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 | |
| 9/24/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Navigating IRS Collections: The Collection Process (Webinar) (25WX-3019)25WX-3019 | *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 | |
| 10/3/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Current Cybersecurity Risk Management Trends (Webinar) (25WX-2238)25WX-2238 | *Overview of current cybersecurity threats and how to mitigate data breach risk*Describe how to avoid malware and other security threats | |
| 8/18/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Defining Where and Why Internal Controls are Needed (Webinar) (25WX-2706)25WX-2706 | *Control design basics*Areas or segments of an enterprise to control*Controls to reduce risk*Controls to drive operations | |
| 9/16/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Supporting Mental Wellness to Thrive in Work and Life (Webinar) (25WX-3010)25WX-3010 | *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 | |
| 10/3/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethics and Technology for CPAs (Webinar) (25WX-2821)25WX-2821 | *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 | |
| 9/23/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Google Gemini AI for Accountants (Webinar) (25WX-2208)25WX-2208 | *Google Gemini Quick Start*Gemini Standalone Chatbot*Mobile App*Gemini integration with: Workspace, Gmail,Docs, Sheets, Slides*User Tips | |
| 8/15/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Money Laundering Awareness for Accountants (Webinar) (25WX-1821)25WX-1821 | *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 | |
| 7/24/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Take Command of Your Time (Webinar) (25WX-2158)25WX-2158 | *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) | |
| 8/13/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New How AI Fits into the Accounting World (Webinar) (25WX-2136)25WX-2136 | *An overview of AI constructs*How artificial intelligence is being used by accountants today*Accounting-centric AI developments on the horizon | |
| 8/12/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Controls to Secure the Growing Digital Footprint (Webinar) (25WX-2000)25WX-2000 | *Securing individual documents*Protecting information resident in the Cloud*Securing data stored on or accessed by mobile devices | |
| 8/4/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New CFO Series: Crisis Management -- Navigate the Storms Safely! (Webinar) (25WX-2211)25WX-2211 | *The need for crisis management and business continuity plans*Risk assessment and identification*How to develop a crisis management framework*Crisis communication strategies*Business continuity planning essentials*Keys to crisis leadership and decision making in a crisis | |
| 8/15/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| New 1040 Tax Prep Automation with AI Tools (Webinar) (25WX-2300)25WX-2300 | *Overview of AI technology and how it works8Identify where AI can be incorporated into the 1040 process*Using ChatGPT and Microsoft 365 Copilot for 1040 tax research, analysis and communications*Using StanfordTax AI based software to automate client source document collection and organization and integrate it with the leading 1040 tax software solutions including CCH Axcess, CCH ProSystem fx, UltraTax, Lacerte, ProSeries and Drake*A roadmap for using AI to improve client communications and 1040 based advisory services | |
| 8/21/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New A Working Parent's Guide to Prioritizing Mental Wellness (Webinar) (25WX-2639)25WX-2639 | *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 | |
| 9/12/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Forensic Accounting: When The Office is a Crime Scene (Webinar) (25WX-1777)25WX-1777 | *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 | |
| 7/22/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Ethical Considerations of the New AICPA SSTS Rules (Webinar) (25WX-2152)25WX-2152 | *Review of the new AICPA Statement on Standards for Tax Services*Reorganization of SSTS by type of work performed*Discuss new standards on data protection, reliance on tools and representation of tax clients before taxing authorities | |
| 8/13/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Compilation, Preparation and Review Basics and Peer Reviews (Webinar) (25WX-2407)25WX-2407 | *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 | |
| 8/27/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Get started with Power BI (Webinar) (25WX-2610)25WX-2610 | *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 | |
| 9/10/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Love it or Leave it: Engagement and Retention at Work (Webinar) (25WX-2805)25WX-2805 | *Ethical values and engagement and retention*Enhancing employee engagement*Strategic/intentional actions to enhance retention*Generation X | |
| 9/22/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 1 Ethics |
| Integrity, Objectivity and Judgment: Values in Action (Webinar) (25WX-2665)25WX-2665 | *AICPA Code of Conduct: Integrity and Objectivity*Case Study: Mortgage crisis of 2007-2010*Case Study: World Com | |
| 9/13/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| New Taking Advantage of Array Formulas in Excel (Webinar) (25WX-2548)25WX-2548 | *Introduction to Array Formulas: This segment establishes the foundation by differentiating array formulas from regular Excel formulas and explaining their significance*Using Array Formulas: This section focuses on the practical application of array formulas, teaching participants how to effectively implement and utilize these formulas in a variety of common Excel tasks and scenarios*Dynamic Arrays and Spill Functions: This part covers the utilization of dynamic arrays and spill functions, highlighting their role in modern Excel data handling*Advanced Array Functions: Participants will delve into complex functions such as SUMPRODUCT, UNIQUE, SORT, and FILTER, focusing on multi-condition summing and data management*Using Array Constants: This section teaches how simplify the use of static values called Array Constants | |
| 9/5/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Take Command of Your Time (Webinar) (25WX-2453)25WX-2453 | *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) | |
| 8/29/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| How to Double Your Firm's Revenue Through CFO and Advisory (Webinar) (25WX-2333)25WX-2333 | *The average revenue of most accounting firms*The number of advisory clients you'll need to double your firm's revenue*How much you should be charging for advisory services*How we define CFO and advisory services*What business owners really want from their advisor*The three types of CFO/Advisory firms*How to get clients to pay you approximately $2,500 per month for advisory services*The three systems you'll need to add a CFO/Advisory service to your firm | |
| 8/22/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Leadershift Ethics: Things Must Change! (Webinar) (25WX-2038)25WX-2038 | *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 | |
| 8/6/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Ethics: 10 Crucial Qualities of High Character CPAs (Webinar) (25WX-2026)25WX-2026 | *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 | |
| 8/6/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Basic Individual Taxation Course (Webinar) (25WX-1902)25WX-1902 | *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 | |
| 7/30/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Corporate Transparency Act Developments (Webinar) (25WX-2419)25WX-2419 | *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 inNSB*Potential reporting requirements due to FinCen's proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers | |
| 8/28/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Accounting & Auditing Update for Small Businesses (Webinar) (25WX-3026)25WX-3026 | *Accounting Standards Updates (ASUs) that are most likely to impact small businesses*ASUs initiated by the Private Company Council (PCC)*Alternative reporting options to GAAP including FRF for SMEs and IFRS for SMEs*Audit standards that small business auditors will need to implement | |
| 10/3/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| ChatGPT: What Every CPA Should Know (Webinar) (25WX-1892)25WX-1892 | *Overview of the current landscape for AI in business*History of ChatGPT and generative AI*Fundamentals of generative AI technology and related nomenclature*ABC's of how to use ChatGPT*Demonstration of practical ChatGPT applications for accounting, finance and tax*A word of caution: What you should be concerned about*Developing a ChatGPT usage policy for your firm/business | |
| 7/29/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Not-for-Profit GAAP Update (Webinar) (25WX-2400)25WX-2400 | *Accounting Standard Updates issued by the FASB*Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on | |
| 8/27/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: How to Give and Receive Criticism the Right Way (Webinar) (25WX-2690)25WX-2690 | *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 | |
| 9/16/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Building a Better Budget in a Time of Uncertainty (Webinar) (25WX-1988)25WX-1988 | *Budgets vs. forecasts*Cyclicality*Core earnings & sustainable growth*Identifying key forecast drivers*Reasonableness in forecasting*Approaches to budgeting*Budgeting variances*Horizontal analysis*Flexible budgeting | |
| 8/4/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Compilation, Preparation and Review Basics and Peer Reviews (Webinar) (25WX-1895)25WX-1895 | *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 | |
| 7/29/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Build a Data Model for Analysis in Power BI (Webinar) (25WX-2710)25WX-2710 | *Data Modeling Essentials: Understanding the core concepts of data modeling in Power BI, including integration of various data sources*Building Relationships: Techniques to establish and manage relationships between different data sets*Calculated Columns and Basic DAX Measures: Introduction to DAX (Data Analysis Expressions) and its application in creating calculated columns and basic measures*Calculated Columns vs Measures: Insights into when to use calculated columns and when to opt for measures*Explicit vs Implicit Measures: Understanding the difference and appropriate application of explicit and implicit measures in data analysis*Hierarchies in Data: Creating and utilizing hierarchies to enhance data analysis and reporting*Using Pivot Tables to Validate Measures: Practical skills in using pivot tables within Power BI to validate and refine measures | |
| 9/17/2025 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Unlocking Deep Secrets: Case Studies in Financial Analysis (Webinar) (25WX-2336)25WX-2336 | *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 | |
| 8/22/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Generative AI in Practice: Boost Efficiency and Profitability (Webinar) (25WX-2677)25WX-2677 | *Implementing AI for accounting automation*Enhancing auditing processes with AI tools*AI applications in tax compliance*Leveraging AI for business advisory services | |
| 9/15/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Yellow Book Independence and Single Audit Fundamentals (Webinar) (25WX-2455)25WX-2455 | *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 | |
| 8/29/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Basic Individual Taxation Course (Webinar) (25WX-2368)25WX-2368 | *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 | |
| 8/26/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New The Ethics of Teamwork (Webinar) (25WX-2502)25WX-2502 | *Virtue ethics*Team dynamics*Characteristics of highly effective teams*Meeting management*Team communication*Decision making | |
| 9/3/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Ethics at Work: Diversity, Equity and Inclusion (Webinar) (25WX-2711)25WX-2711 | *Overview of ethics*Ethical values and principles*DEI working definitions*Unconscious bias, assumptions, microaggressions*Standing Up and Speaking Out*DEI and Organizational Responsibility | |
| 9/17/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Unlock the Power of AI with Copilot in Excel (Webinar) (25WX-2148)25WX-2148 | *Introduction to Copilot in Excel*Automating Tasks and Enhancing Productivity*Advanced Data Insights with Copilot | |
| 8/13/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Forensic Accounting: Crafting Expert Reports (Webinar) (25WX-2182)25WX-2182 | *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 | |
| 8/14/2025 | 10:30 a.m. - 2:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Ethics: 10 Crucial Qualities of High Character CPAs (Webinar) (25WX-2838)25WX-2838 | *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 | |
| 9/24/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Ethical Considerations in Working with Cannabis (Webinar) (25WX-2580)25WX-2580 | *Framework for assessing the propriety of offering services within the state legal, regulated cannabis industry*Assist in identifying key stakeholders to be considered in conjunction to providing cannabis industry services, including:partners, staff, clients*Banking relationships*Malpractice insurance | |
| 9/9/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Current Not-for-Profit Fraud Trends (Webinar) (25WX-1700)25WX-1700 | *Best practices for fraud prevention and detection*Common fraud schemes in not-for-profit 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! | |
| 7/17/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New CPAxPACK Bundle: Unlocking AI Potential for Business Innovation (Webinar) (25WX-1972)25WX-1972 | *Course 1: Implementing an AI-Enabled Marketing Strategy for Your Firm | CPE: 1 | Field of Study: Communications and Marketing | Description: Unlock the power of artificial intelligence to transform your firm's marketing strategy. This course will explore how AI can revolutionize your marketing efforts, helping you to reach your target audience more effectively and boost your firm's growth. In this session, Gaynor Meilke will guide you through the steps to implement an AI-enabled marketing strategy tailored to your firm's needs. Key Takeaways: Understand the fundamental principles of AI and its applications in marketing. Learn how to leverage AI tools and technologies to enhance your marketing campaigns. Discover practical strategies for integrating AI into your firm's marketing workflow. Gain insights into measuring the effectiveness of your AI-driven marketing efforts. Explore real-life case studies and success stories of firms that have successfully implemented AI in their marketing strategies. By the end of this course, you will be equipped with the knowledge and tools to harness the power of AI, streamline your marketing processes, and achieve remarkable results for your firm. Don't miss this opportunity to stay ahead of the competition and lead your firm to new heights with AI-enabled marketing. *Course 2: Generative AI in Practice-Boost Efficiency and Profitability | CPE: 2 | Field of Study: Information Technology | Description: Unlock the potential of generative AI to streamline accounting, auditing, tax , and advisory services. This course focuses on practical applications that can save you time and enhance profitability. Learn how to integrate AI tools into your workflows to automate tasks, improve accuracy, and deliver higher-value services. *Course 3: Using AI to Instantly Transform Ideas into Revenue Streams | CPE: 2 | Field of Study: Information Technology | Description: Learn practical strategies to increase revenue generation using AI-driven ideation methods. This course provides a concise overview of cutting-edge artificial intelligence tools and methodologies that enable professionals to transform innovative ideas into sustainable revenue streams. Through a practical, hands-on approach, participants will explore various AI platforms and workflows that streamline the process of creating digital assets, content, and products. The course emphasizes real-world applications and demonstrates how to leverage AI technology to diversify service offerings and generate new income sources. *Course 4: AI Privacy, Security, and Compliance Masterclass | CPE: 2 | Field of Study: Information Technology | Description: In today's rapidly evolving digital landscape, understanding the interplay between generative AI and data protection is not just an asset, but a necessity. This transformative course is designed to delve deep into the crucial privacy, security, and compliance aspects of working with Generative AI (GenAI) technologies. As accountants increasingly integrate AI tools into their workflows, the stakes for safeguarding sensitive information and ensuring ethical AI practices have never been higher. Our masterclass is tailored to meet the unique needs of modern accountants, providing a thorough and practical exploration of how to navigate the complexities of secure data sharing with GPT models, implement robust AI policies, and master the intricacies of AI copyright compliance. With a focus on real-world applications and emerging threats, such as deepfakes and their implications for fraud and misinformation, this course is your gateway to becoming a trusted expert in the field. Join us to future-proof your career and lead with confidence in the digital age. *Course 5: Tech It to the Next Level: Slim Your Team for Max Efficiency | CPE: 1 | Field of Study: Computer Software & Applications | Description: Ready to slim down your team and maximize efficiency without sacrificing quality? This session breaks down how to leverage tech and automation to fill workflow gaps, build a strong tech stack, and connect tools seamlessly. Learn how one proven tech stack replaced more than half a traditional team while improving client satisfaction and reducing overhead. Walk away with practical steps to streamline operations, automate repetitive tasks, and focus your resources on what really matters. Attendees will gain practical insights into streamlining operations, automating repetitive tasks, and focusing resources on high-value activities. The session also includes an exclusive look at a proven tech stack used to replace over half a traditional team, offering actionable steps to create a leaner, tech-driven, scalable firm. Perfect for firm owners ready to rethink staffing, reduce overhead, and embrace the future of accounting efficiency. *Course 6: Unlock the Power of AI with Copilot in Excel | CPE: 2 | Field of Study: Computer Software & Applications | Description: In the ever-evolving world of data analytics and business intelligence, Microsoft Excel continues to be an indispensable tool for professionals across industries. With the introduction of Copilot, Microsoft has integrated the power of artificial intelligence directly into Excel, revolutionizing how users work with data. This 2-hour interactive course, Unlock the Power of AI with Copilot in Excel, provides a comprehensive overview of how Copilot transforms traditional Excel workflows into dynamic, AI-driven processes, enabling users to accomplish tasks faster, more accurately, and with less manual effort. During this course, you'll discover how Copilot leverages AI to enhance productivity and streamline operations. Whether you're a seasoned Excel user or just beginning your journey, this course will guide you through practical applications and best practices to make the most of Copilot's capabilities. Through hands-on demonstrations and real-world examples, you'll see how Copilot can save time, improve decision-making, and elevate your analytical skills to new heights. This course not only focuses on the technical aspects of Copilot but also highlights its potential to transform your day-to-day work, from automating repetitive tasks to uncovering trends and insights you might otherwise overlook. By the end of the session, you'll be equipped with the knowledge and confidence to integrate Copilot into your workflows and unlock its full potential in Microsoft Excel. | |
| 8/1/2025 | 8 a.m. - 4 p.m. | Online | 10 CPE (6 tech, 4 non-tech) | |
| Fraud Busters: Controls to Prevent and Detect Fraud (Webinar) (25WX-2447)25WX-2447 | *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 | |
| 8/29/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Integrity, Objectivity and Judgment: Values in Action (Webinar) (25WX-1734)25WX-1734 | *AICPA Code of Conduct: Integrity and Objectivity*Case Study: Mortgage crisis of 2007-2010*Case Study: World Com | |
| 7/19/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Operations Level Internal Control (Webinar) (25WX-2260)25WX-2260 | *An overview of controls that drive procedures*Considerations for procedural control development*Understanding and controlling risk that arises when organizations change | |
| 8/19/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Analyzing Financial Statements (Webinar) (25WX-1711)25WX-1711 | *Balance sheet analysis*Income statement analysis*Cash flow statement analysis*Clues in the notes and MD&A*Industry nuances | |
| 7/18/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Mastering Microsoft 365 Copilot for CPAs (Webinar) (25WX-2012)25WX-2012 | *Overview of Microsoft 365 Copilot features*Automating tasks with AI assistance*Enhancing content creation and data analysis*Collaboration tools powered by AI*Best practices for maximizing Copilot's benefits | |
| 8/5/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Learning to Teach Tax as a Second Language (Webinar) (25WX-2261)25WX-2261 | *Accounting as a foreign language*Commonly misunderstood concepts*Communicating tax matters*Client-practitioner interactionsInteracting with tax authorities | |
| 8/19/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| PCAOB and SEC Update (Webinar) (25WX-2435)25WX-2435 | *Developments at the PCAOB*Recent trends in SEC comment letters*Enforcement actions and administrative proceedings*Conclusions and predictions for the future | |
| 8/28/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Tax Implications of Retirement Plan Distributions (Webinar) (25WX-2879)25WX-2879 | *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 | |
| 9/26/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Internal Control: Testing for Operating Effectiveness (Webinar) (25WX-2021)25WX-2021 | *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 | |
| 8/5/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Ethical AI Practices for CPAs: Ensuring Responsible Use (Webinar) (25WX-1716)25WX-1716 | *Understanding ethical implications of AI*Data privacy and security considerations*Compliance with regulations and professional standards*Developing ethical AI policies and procedures | |
| 7/18/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Fraud and Embezzlement: Case Studies from the Trenches (Webinar) (25WX-1991)25WX-1991 | *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 | |
| 8/4/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| ChatGPT and Complex Financial and HR Conversations (Webinar) (25WX-1811)25WX-1811 | *Budget Allocation and Negotiation Techniques*Compensation and Benefits Structuring*Managing Financial Performance and Layoffs*Financial and HR Aspects of Mergers and Acquisitions*Regulatory Compliance and Ethical Financial Practices*Strategies for Financial Crisis Management*Effective Performance Management Systems | |
| 7/24/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Written Information Security Plans (Webinar) (25WX-2820)25WX-2820 | *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 | |
| 9/23/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Beyond the Numbers: Success Strategies for Female CPAs (Webinar) (25WX-2727)25WX-2727 | *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 | |
| 9/17/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Internal Control: Testing for Operating Effectiveness (Webinar) (25WX-1797)25WX-1797 | *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 | |
| 7/23/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New GPT Builder for Accountants (Webinar) (25WX-2504)25WX-2504 | *Introduction to GPT Builder platform and interface for accounting professionals*Creating accounting-specific custom instructions and knowledge bases*Implementing financial data analysis capabilities through GPTs*Designing GPTs for tax preparation assistance and compliance checking*Building client communication tools with accounting terminology*Enhancing bookkeeping efficiency with automated GPT workflows*Security and confidentiality considerations for financial data | |
| 9/3/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Basic Individual Taxation Course (Webinar) (25WX-2494)25WX-2494 | *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 | |
| 9/3/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Adobe Acrobat Tips for Working with PDF Files (Webinar) (25WX-1930)25WX-1930 | *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 | |
| 7/31/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Using e-Signature Software to Process Agreements (Webinar) (25WX-2705)25WX-2705 | *Review of the digital document signing process*Key features to evaluate in selecting a solution*Review and distinguish top selling e-signature applications*Best practices for deploying e-signature software in your practice or business | |
| 9/16/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Taking Advantage of Array Formulas in Excel (Webinar) (25WX-2334)25WX-2334 | *Introduction to Array Formulas: This segment establishes the foundation by differentiating array formulas from regular Excel formulas and explaining their significance*Using Array Formulas: This section focuses on the practical application of array formulas, teaching participants how to effectively implement and utilize these formulas in a variety of common Excel tasks and scenarios*Dynamic Arrays and Spill Functions: This part covers the utilization of dynamic arrays and spill functions, highlighting their role in modern Excel data handling*Advanced Array Functions: Participants will delve into complex functions such as SUMPRODUCT, UNIQUE, SORT, and FILTER, focusing on multi-condition summing and data management*Using Array Constants: This section teaches how simplify the use of static values called Array Constants | |
| 8/22/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| ChatGPT: What Every CPA Should Know (Webinar) (25WX-2780)25WX-2780 | *Overview of the current landscape for AI in business*History of ChatGPT and generative AI*Fundamentals of generative AI technology and related nomenclature*ABC's of how to use ChatGPT*Demonstration of practical ChatGPT applications for accounting, finance and tax*A word of caution: What you should be concerned about*Developing a ChatGPT usage policy for your firm/business | |
| 9/20/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New The Ethics of Teamwork (Webinar) (25WX-2673)25WX-2673 | *Virtue ethics*Team dynamics*Characteristics of highly effective teams*Meeting management*Team communication*Decision making | |
| 9/15/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Comprehensive Audit and SSARS Update (Webinar) (25WX-2951)25WX-2951 | *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 | |
| 9/30/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Analyzing Financial Statements (Webinar) (25WX-1927)25WX-1927 | *Balance sheet analysis*Income statement analysis*Cash flow statement analysis*Clues in the notes and MD&A*Industry nuances | |
| 7/31/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Al Capone to Cybercrime: The Journey of IRS Special Agents (Webinar) (25WX-1921)25WX-1921 | *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 | |
| 7/30/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Bookkeeper Goes to Prison (Webinar) (25WX-1707)25WX-1707 | *Career choices*Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 7/18/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| A Culture of Regulatory Ethics: A Competitive Advantage (Webinar) (25WX-2259)25WX-2259 | *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 | |
| 8/19/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| Accountants and Malpractice: Can We Get Sued for This? (Webinar) (25WX-1803)25WX-1803 | *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 | |
| 7/24/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Mastering Partnership Basis: Inside and Outside Basis (Webinar) (25WX-2642)25WX-2642 | *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 | |
| 9/12/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Building a Better Budget in a Time of Uncertainty (Webinar) (25WX-2829)25WX-2829 | *Budgets vs. forecasts*Cyclicality*Core earnings & sustainable growth*Identifying key forecast drivers*Reasonableness in forecasting*Approaches to budgeting*Budgeting variances*Horizontal analysis*Flexible budgeting | |
| 9/23/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Forensic Accounting: Court Approved Methods of Proof (Webinar) (25WX-2110)25WX-2110 | *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 | |
| 8/11/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Financial Decisions that Led Two Businessmen to Prison (Webinar) (25WX-2625)25WX-2625 | *Career choices*Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 9/11/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Navigating IRS Authorizations: Form 2848 and Form 8821 (Webinar) (25WX-2565)25WX-2565 | *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 | |
| 9/8/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Build a Data Model for Analysis in Power BI (Webinar) (25WX-2530)25WX-2530 | *Data Modeling Essentials: Understanding the core concepts of data modeling in Power BI, including integration of various data sources*Building Relationships: Techniques to establish and manage relationships between different data sets*Calculated Columns and Basic DAX Measures: Introduction to DAX (Data Analysis Expressions) and its application in creating calculated columns and basic measures*Calculated Columns vs Measures: Insights into when to use calculated columns and when to opt for measures*Explicit vs Implicit Measures: Understanding the difference and appropriate application of explicit and implicit measures in data analysis*Hierarchies in Data: Creating and utilizing hierarchies to enhance data analysis and reporting*Using Pivot Tables to Validate Measures: Practical skills in using pivot tables within Power BI to validate and refine measures | |
| 9/4/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Tax Depreciation: Review and Update (Webinar) (25WX-2250)25WX-2250 | *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 | |
| 8/19/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Income Tax Analysis: Exploring In-Depth Concepts (Webinar) (25WX-2311)25WX-2311 | *Introduction to GAAP and IRC Frameworks*Key differences between financial reporting and tax reporting*Understanding timing differences*Recognition of revenue and expenses Under GAAP vs. IRC*Discussion of Deferred Tax Assets*Impact of Deferred Tax Liabilities*Permanent vs. temporary differences*Reconciliation of book income to taxable income | |
| 8/21/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| More Money: Strategic Ways to Improve Cash Flow (Webinar) (25WX-2015)25WX-2015 | *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 | |
| 8/5/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethics at Work: Diversity, Equity and Inclusion (Webinar) (25WX-2418)25WX-2418 | *Overview of ethics*Ethical values and principles*DEI working definitions*Unconscious bias, assumptions, microaggressions*Standing Up and Speaking Out*DEI and Organizational Responsibility | |
| 8/28/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Securing Your Data with a Password Management App (Webinar) (25WX-2074)25WX-2074 | *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 | |
| 8/8/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Current Not-for-Profit Fraud Trends (Webinar) (25WX-2388)25WX-2388 | *Best practices for fraud prevention and detection*Common fraud schemes in not-for-profit 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! | |
| 8/26/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Behind the Curtain: Exploring IRS Audit Technique Guides (Webinar) (25WX-3040)25WX-3040 | *Overview of ATGs*Best practices for utilizing ATGs*Salient provisions of selected ATGs*Insights auditors may obtain from analytical procedures*Nuances associated with selected industries | |
| 10/6/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Using e-Signature Software to Process Agreements (Webinar) (25WX-2240)25WX-2240 | *Review of the digital document signing process*Key features to evaluate in selecting a solution*Review and distinguish top selling e-signature applications*Best practices for deploying e-signature software in your practice or business | |
| 8/18/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Leadershift: Drive Results Through Ethical Performance Management (Webinar) (25WX-1846)25WX-1846 | *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 | |
| 7/25/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| New Behind the Curtain: Exploring IRS Audit Technique Guides (Webinar) (25WX-2476)25WX-2476 | *Overview of ATGs*Best practices for utilizing ATGs*Salient provisions of selected ATGs*Insights auditors may obtain from analytical procedures*Nuances associated with selected industries | |
| 9/2/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AI for CPAs: How it Works and How to Apply it (Webinar) (25WX-2437)25WX-2437 | *Fundamentals of machine learning and AI algorithms*How generative AI models like ChatGPT function*Practical examples of generative AI in accounting, finance and tax*Key terminologies and concepts simplified*AI Agents for process automation | |
| 8/28/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New AI Prompt Engineering Masterclass for Accountants (Webinar) (25WX-2863)25WX-2863 | *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 | |
| 9/25/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics at Work: Diversity, Equity and Inclusion (Webinar) (25WX-1858)25WX-1858 | *Overview of ethics*Ethical values and principles*DEI working definitions*Unconscious bias, assumptions, microaggressions*Standing Up and Speaking Out*DEI and Organizational Responsibility | |
| 7/28/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Tactics to Find Work-Life Balance in a Complex World (Webinar) (25WX-2039)25WX-2039 | *How to get more out of one's work*How to achieve greater balance between today's ever more demanding and complex demands of work without losing sight of what is important in daily routines*Example of how to develop and be challenged by your own personal bucket list | |
| 8/6/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Ethics and Technology for CPAs (Webinar) (25WX-1747)25WX-1747 | *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 | |
| 7/21/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New 1040 Tax Prep Automation with AI Tools (Webinar) (25WX-3017)25WX-3017 | *Overview of AI technology and how it works8Identify where AI can be incorporated into the 1040 process*Using ChatGPT and Microsoft 365 Copilot for 1040 tax research, analysis and communications*Using StanfordTax AI based software to automate client source document collection and organization and integrate it with the leading 1040 tax software solutions including CCH Axcess, CCH ProSystem fx, UltraTax, Lacerte, ProSeries and Drake*A roadmap for using AI to improve client communications and 1040 based advisory services | |
| 10/3/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Forensic Accounting: Investigating Divorce Cases (Webinar) (25WX-2024)25WX-2024 | *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 | |
| 8/5/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| I Spy with My Little Eye...an Illegality (Webinar) (25WX-1771)25WX-1771 | *Are Accountants the Conscience of Business?*Today's Ethical Duty of Confidentiality*IESBA NOCLAR Pronouncement*Where We Go from Here (No Clarity?)*Case Discussion and Analysis*Conclusion | |
| 7/22/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| New Accounting and Disclosure Issues After a Natural Disaster (Webinar) (25WX-1684)25WX-1684 | *Current and noncurrent asset impairment*Insurance claims and related recoveries*Debt and liquidity issues*Government assistance and relief*Subsequent Events*Lease modifcations*Other matters | |
| 7/17/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Shortcuts That Excel Users Love (Webinar) (25WX-2751)25WX-2751 | *The power of keyboard shortcuts*Oft used features with more capability than meets the eye*New helpful features*Note: 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. | |
| 9/18/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Corporate Transparency Act Developments (Webinar) (25WX-1945)25WX-1945 | *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 inNSB*Potential reporting requirements due to FinCen's proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers | |
| 8/1/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Mastering Microsoft 365 Copilot for CPAs (Webinar) (25WX-2325)25WX-2325 | *Overview of Microsoft 365 Copilot features*Automating tasks with AI assistance*Enhancing content creation and data analysis*Collaboration tools powered by AI*Best practices for maximizing Copilot's benefits | |
| 8/22/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Microsoft 365 Application Lightning Round Review (Webinar) (25WX-2765)25WX-2765 | *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 365SharePoint / 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 | |
| 9/19/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Individual Tax Update: Recent Developments (Webinar) (25WX-1808)25WX-1808 | *2024/25 legislation impacting individual taxpayers*Extenders legislation update*Child tax and dependent care credits*Section 199A deduction*Capital gains and losses*Rental real estate*Other passive activities losses | |
| 7/24/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Adobe Acrobat Tips for Working with PDF Files (Webinar) (25WX-2107)25WX-2107 | *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 | |
| 8/11/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| What You Can Learn From the Statement of Cash Flows (Webinar) (25WX-2513)25WX-2513 | *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 | |
| 9/4/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Supporting Mental Wellness to Thrive in Work and Life (Webinar) (25WX-1924)25WX-1924 | *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 | |
| 7/31/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Microsoft Teams: Everything You Need to Know From A to Z (Webinar) (25WX-2314)25WX-2314 | *Understanding the "big picture" of the role the Teams app plays in your Microsoft 365 ecosystem*How to effectively design your teams/channels configuration*Detailed review of all the features for creating conversation posts*Detailed review of all the features for creating, editing and managing Office files within the Teams app*How to use the search features to find Teams content instantly*Step by step review of how to host and participate in Teams online meetings*Using Teams calling features for your phone system*How to manage your notification settings in Teams | |
| 8/21/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New CFO Series: CFO or Detective? Running Skillful Investigations (Webinar) (25WX-1966)25WX-1966 | *What is an investigation, and when is it warranted?*How to prepare for an investigation*Who should conduct it?*Defining the boundaries*When to outsource vs conduct the investigation internally?*Evidence collection and preservation*The paper and data trail*Witness statements*Employee rights during investigations*Investigative techniques (data analytics, surveillance, interviews)*Reporting results*When to take the next step -- the legal process | |
| 8/1/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Using e-Signature Software to Process Agreements (Webinar) (25WX-1964)25WX-1964 | *Review of the digital document signing process*Key features to evaluate in selecting a solution*Review and distinguish top selling e-signature applications*Best practices for deploying e-signature software in your practice or business | |
| 8/1/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Taxation of the Cannabis Industry (Webinar) (25WX-2991)25WX-2991 | *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 | |
| 10/2/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Risk Assessment Under SAS No. 145: The Key to Audit Quality? (Webinar) (25WX-2383)25WX-2383 | *New concepts due to the issuance of SAS No. 145*Revised requirement to separately assess inherent risk and control risk*A new definition of significant risk*New emphasis on IT controls and risk of material misstatement*New guidance on maintaining professional skepticism*Revised requirements to evaluate the design of certain controls*Revised requirements regarding audit documentation*New guidance on scalability | |
| 8/26/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Navigating IRS Correspondence: Responding to IRS Letters (Webinar) (25WX-2590)25WX-2590 | *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 | |
| 9/9/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New What's Going on at the FASB (Webinar) (25WX-2401)25WX-2401 | *Accounting Standard Updates effective in 2024 for public entities, private entities, and not-for-profits*Review year 2 implications of the leases standard including modification accounting*A look at the projects identified by the FASB's Invitation to Comment: Agenda Consultation | |
| 8/27/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Retirement Planning: Next Stage for You or Your Client (Webinar) (25WX-2062)25WX-2062 | *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 | |
| 8/8/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Fraud, Controls and Ethics: Best Practices and Case Studies (Webinar) (25WX-2389)25WX-2389 | *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 | |
| 8/26/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
| New Master the Art of CPA Communication: Boost Your Influence! (Webinar) (25WX-2392)25WX-2392 | *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 | |
| 8/26/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| How to Double Your Firm's Revenue Through CFO and Advisory (Webinar) (25WX-2285)25WX-2285 | *The average revenue of most accounting firms*The number of advisory clients you'll need to double your firm's revenue*How much you should be charging for advisory services*How we define CFO and advisory services*What business owners really want from their advisor*The three types of CFO/Advisory firms*How to get clients to pay you approximately $2,500 per month for advisory services*The three systems you'll need to add a CFO/Advisory service to your firm | |
| 8/20/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Mastering the Art of Conflict: CPA Transformative Strategies (Webinar) (25WX-2867)25WX-2867 | *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 | |
| 9/25/2025 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| New ChatGPT Vision for Financial Analysis (Webinar) (25WX-1781)25WX-1781 | *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 | |
| 7/23/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Leveraging ChatGPT for Innovative Business Advisory Services (Webinar) (25WX-2793)25WX-2793 | *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 | |
| 9/22/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Role of Internal Control in the Risk-Based Audit (Webinar) (25WX-2873)25WX-2873 | *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 | |
| 9/25/2025 | 11:30 a.m. - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Reasonable Compensation for S Corps (Webinar) (25WX-2406)25WX-2406 | *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 | |
| 8/27/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Internal Control Changes for Remote Workers (Webinar) (25WX-2868)25WX-2868 | *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 | |
| 9/25/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Money Laundering 101 for CPAs (Webinar) (25WX-2770)25WX-2770 | *The theory of money laundering*Common money laundering statutes*Examples from court cases of money laundering statutes*Common occurrences with CPAs*Possible money laundering transactions*Applying the money laundering statutes in real life scenarios | |
| 9/19/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethics and Technology for CPAs (Webinar) (25WX-2304)25WX-2304 | *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 | |
| 8/21/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| How Changes in Business Methods Affects Internal Control (Webinar) (25WX-2002)25WX-2002 | *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 | |
| 8/5/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Build Better Budgets: Fundamental Techniques (Webinar) (25WX-1726)25WX-1726 | *Advantages of budgeting*The role of budgeting*Master budgeting*Flexible budgeting*Standards and variances*Capital budgeting | |
| 7/19/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Revision to Government Auditing Standards Impact (Webinar) (25WX-2932)25WX-2932 | *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 | |
| 9/30/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| ChatGPT Bootcamp for CPAs with John Higgins (Webinar) (25WX-1876)25WX-1876 | *Review the history of ChatGPT*Tour of the ChatGPT app and how to use it*Setting up a ChatGPT account (free & premium)*Variety of hands-on case study examples for accounting, finance and tax*A look under the hood at how ChatGPT works*Caution - how to avoid risks in using ChatGPT*A look into the future potential for AI in business | |
| 7/28/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Build Better Budgets: Fundamental Techniques (Webinar) (25WX-2442)25WX-2442 | *Advantages of budgeting*The role of budgeting*Master budgeting*Flexible budgeting*Standards and variances*Capital budgeting | |
| 8/29/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Ethical AI Practices for CPAs: Ensuring Responsible Use (Webinar) (25WX-2210)25WX-2210 | *Understanding ethical implications of AI*Data privacy and security considerations*Compliance with regulations and professional standards*Developing ethical AI policies and procedures | |
| 8/15/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Leveraging ChatGPT for Innovative Business Advisory Services (Webinar) (25WX-1768)25WX-1768 | *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 | |
| 7/22/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| CFO Solutions to IRS Problems (Webinar) (25WX-2797)25WX-2797 | *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 | |
| 9/22/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Keeping Up With the FASB (Webinar) (25WX-2733)25WX-2733 | *Review of current items on the FASB agenda*Discuss the new revenue recognition standard*Provide an update on the new lease accounting standard*Address U.S. GAAP alternatives for certain entities | |
| 9/18/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accounting of the Soul: Making the World a Better Place (Webinar) (25WX-2577)25WX-2577 | *Overview of Virtue Ethics and the Common Good*Professionalism*The Virtue of Compassion*Gossip in the Workplace*Gratitude | |
| 9/9/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Lessons on Fraud Prevention from Sam Bankman-Fried's Crypto (Webinar) (25WX-2393)25WX-2393 | *What starts a government investigation for white-collar crime?*What is an indictment?*What is extradition?*What are pre-trial proceedings?*What is a mitigation strategy?*What is a plea agreement?*What is discovery in a criminal case?*What factors influence a sentence in a white-collar crime?*What collateral consequences follow for people convicted of business-related crime? | |
| 8/27/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New A&A Update With Technology Implementation (Webinar) (25WX-2118)25WX-2118 | *Deep dive into the Accounting Standards Updates (ASUs) effective in 2025*Insights from the FAF's 2024 PCC Review*Overview of FASB's Invitation to Comment - Agenda Consultation*The essential changes in quality management standards that firms must implement by the end of 2025*Common deficiencies identified by the DOL in EBP (Employee Benefit Plan) engagements and provide a peek at upcoming projects from the Auditing Standards Board (ASB) | |
| 8/11/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Leadershift Ethics: Things Must Change! (Webinar) (25WX-2308)25WX-2308 | *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 | |
| 8/21/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Learning to Teach Tax as a Second Language (Webinar) (25WX-2699)25WX-2699 | *Accounting as a foreign language*Commonly misunderstood concepts*Communicating tax matters*Client-practitioner interactionsInteracting with tax authorities | |
| 9/16/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Revision to Government Auditing Standards Impact (Webinar) (25WX-2491)25WX-2491 | *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 | |
| 9/2/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Entertainment, Meals and Travel Expenses: Review and Update (Webinar) (25WX-2031)25WX-2031 | *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 | |
| 8/6/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Talk This Way: Communication Skills for the CPA (Webinar) (25WX-2420)25WX-2420 | *Pervasive best practices for effective communication*Specific strategies for written materials*Unique considerations for verbal presentations*The importance of recursive revision*Tips for success*Pitfalls to avoid | |
| 8/28/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Professional Ethical Considerations for CPAs (Webinar) (25WX-2346)25WX-2346 | *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 | |
| 8/25/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Monthly Federal Tax Updates: October 2025 (Webinar) (25WX-3029)25WX-3029 | *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 | |
| 10/6/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Advanced Excel: Hidden Secrets and Gems (Webinar) (25WX-2891)25WX-2891 | *Awareness of advanced functions*Creative methods for data manipulation*Using intellectual curiosity and professional skepticism to develop a problem-solving mentality*Real-life examples of innovative ways to analyze and report data with Excel*Using Excel to perform e-mail merges*Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox*Enhance creativity in your approach to developing Excel models | |
| 9/26/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New CPAxPACK Bundle: Monthly Federal Tax Updates -- Stay Informed on Tax! (Webinar) (25WX-2977)25WX-2977 | *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 | |
| 10/1/2025 | 8 a.m. - 4 p.m. | Online | 24 CPE (24 tech, 0 non-tech) | |
| Create Visuals in Power BI to Successfully Analyze Data (Webinar) (25WX-2199)25WX-2199 | *Tour of the Power BI Desktop Interface: Understand the layout, tools, and features of Power BI Desktop*Tour of PowerBI.com Interface: Familiarize with the online environment of Power BI for report creation*Importing Power Pivot Data Model: Understand how to integrate Power Pivot models into Power BI for more complex data analysis*Building Visuals: Learn the step-by-step process to create compelling visuals and understand the importance of visual context in data storytelling*Review of Available Visuals: Explore the variety of visuals available in Power BI and their appropriate applications*Power BI Desktop Features: Delve into the advanced features of Power BI Desktop, enhancing data manipulation and visualization capabilities*Building Interactivity into Visuals: Learn to create dynamic and interactive reports that engage and inform*Publishing Reports to PowerBI.com: Gain skills in uploading and managing reports on PowerBI.com for wider access and collaboration | |
| 8/15/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Create Measures in Power BI That Define Your Metrics (Webinar) (25WX-2495)25WX-2495 | *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 | |
| 9/3/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Exercise Your Ethics: Techniques to Improve Ethical Response (Webinar) (25WX-2030)25WX-2030 | *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 | |
| 8/6/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| The CFO Who Went to Prison (Webinar) (25WX-1905)25WX-1905 | *The importance of valuesIdentifying success*Ethical dilemmas*Mitigation strategies*Creating tools to help make better decisions*Personal accountability strategies | |
| 7/30/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| How SAS Nos. 134-145 Improve Risk-Based Audits (Webinar) (25WX-2596)25WX-2596 | *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 | |
| 9/9/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New CPAxPACK Bundle: Combatting Fraud -- Master Prevention and Detection (Webinar) (25WX-2473)25WX-2473 | *Course 1: Fraud Busters: Controls to Prevent & Detect Fraud | CPE: 2 | Field of Study: Auditing, Accounting | Description: This course investigates actual real-world fraud schemes and discusses what controls could have prevented the fraud from occurring, and what controls could detect and curtail the fraud scheme. The instructor speaks from experience, finding multiple frauds very early in her career leading to a career-long focus on fraud prevention and detection. *Course 2: Steps to Stop External Fraud | CPE: 2 | Field of Study: Accounting | Description: Until recently, a percentage of organizations discounted the risk related to external fraud attempts. Most were only concerned with protecting physical assets such as inventory or fixed assets. However, because of the many highly publicized corporate hacking events, such as the ones that affected the Colonial Pipeline and JBS Meats, more attention is being paid to external fraud risk of all types. In this session, we look at what is included in a definition of external fraud and then delve into specific control issues that can give rise to increased risk. We then discuss measures that organizations can employ to help reduce exposure to external attacks. *Course 3: Money Laundering 101 for CPAs | CPE: 4 | Field of Study: Specialized Knowledge | Description: CPAs spend most of their working lives reviewing bank statements and books and records of businesses. They are experts in understanding how to prepare financial statements according to GAAP. But would a CPA know a possible money laundering transaction if they saw it? Would they know about a money laundering business? Money laundering is a subject of many action and thriller movies, but rarely understood. This presentation will educate the CPA in understanding the basics of money laundering and how to identify money laundering. This presentation will help the CPA know the truth about money laundering, how to identify it, the statutes that define it, and the court cases that interpret it. | |
| 9/2/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Invest in Your Mental Health and Avoid Burnout (Webinar) (25WX-2799)25WX-2799 | *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 | |
| 9/22/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Managerial Accounting: Your Prescription for Better Decisions (Webinar) (25WX-2256)25WX-2256 | *Target profit and break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis*Budgeting | |
| 8/19/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Building Security and Efficiency With Internal Control (Webinar) (25WX-2215)25WX-2215 | *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 | |
| 8/15/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New How to Audit Cash (Webinar) (25WX-2297)25WX-2297 | *Auditing cash*Audit assertions, risks, and threats to the cash balance*Auditing procedures to perform | |
| 8/21/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Integrity, Objectivity and Judgment: Values in Action (Webinar) (25WX-2331)25WX-2331 | *AICPA Code of Conduct: Integrity and Objectivity*Case Study: Mortgage crisis of 2007-2010*Case Study: World Com | |
| 8/22/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| New Income Tax Analysis: Exploring In-Depth Concepts (Webinar) (25WX-2627)25WX-2627 | *Introduction to GAAP and IRC Frameworks*Key differences between financial reporting and tax reporting*Understanding timing differences*Recognition of revenue and expenses Under GAAP vs. IRC*Discussion of Deferred Tax Assets*Impact of Deferred Tax Liabilities*Permanent vs. temporary differences*Reconciliation of book income to taxable income | |
| 9/11/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics of AI: A CPA's Guide (Webinar) (25WX-2573)25WX-2573 | *A primer on AI technology applications in the accounting profession*Ethical dilemmas that originate from the use of AI by CPAs*Practical guidelines for using AI technology ethically*Step by step guide for creating an AI usage policy for your organization*Review of a variety of reference materials to assist you in using AI ethically | |
| 9/8/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Tech it to the Next Level: Slim Your Team for Max Efficiency (Webinar) (25WX-1951)25WX-1951 | *How to leverage tech and automation to fill workflow gaps*How to build a strong tech stack, and connect tools seamlessly*How one proven tech stack replaced more than half a traditional team while improving client satisfaction and reducing overhead | |
| 8/1/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New How to Build a Custom AI Chatbot and GPT in Plain English (Webinar) (25WX-1941)25WX-1941 | *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 | |
| 7/31/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Leveraging ChatGPT for Innovative Business Advisory Services (Webinar) (25WX-2520)25WX-2520 | *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 | |
| 9/4/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ChatGPT and IRS Taxation Law Research (Webinar) (25WX-2841)25WX-2841 | *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 | |
| 9/24/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Servant Leadership 101 (Webinar) (25WX-2679)25WX-2679 | *Assessing your organization's culture*The benefits of great cultures*The basics of what servant leadership is, and is not*How to coach using a servant leadership style | |
| 9/15/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New How to Audit Inventory (Webinar) (25WX-2203)25WX-2203 | *Auditing Inventory*Related audit assertions, risks, and threats to inventory*Substantive auditing procedures that staff should perform | |
| 8/15/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Mastering IRS Form 7217: Partnership Property Distributions (Webinar) (25WX-2717)25WX-2717 | *Property distributions in liquidation of a partner's interest*Section 751 and its impact on property distributions from a partnership*Mechanics of completing Form 7217 -- new for 2024*The Section 754 election and its role in partnership property distributions | |
| 9/17/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New CFO Series: Insurance -- How to Manage Your Insurance Program (Webinar) (25WX-2651)25WX-2651 | *How are risks managed?*What is risk transfer?*What does an insurance broker do, how do we choose a broker, and how should we pay them?*What can insurance protect against?*Deductibles, self-insurance, and captives*Issues affecting different classes of insurance regarding claims and accessibility*Actions you need to take in addition to securing insurance*Umbrella policies and how they attach above the primary | |
| 9/12/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Yellow Book Independence and Single Audit Fundamentals (Webinar) (25WX-2922)25WX-2922 | *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 | |
| 9/29/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Leveraging Marketing Automation for Accounting Firm Growth (Webinar) (25WX-2221)25WX-2221 | *Content - From generating content ideas to SEO research and creating content through its distribution we will look at tools to accomplish these goals efficiently and effectively*Lead Generation - Tools to determine the best offers and get them in front of the appropriate audiences*Lead Nurturing - Once you have a prospective client "raise their hand" virtually or physically, it is critical to design and implement campaigns and other tactics to keep them engaged and move them closer to being a client*We will cover this in-depth during the course*Sales - After you have a prospect ready to get to the next phase of the purchase journey, it is imperative to answer objections, explain the process of working with your firm and then close the sale*These tools will allow you to do this without an entire sales team*Onboarding - Once the prospect becomes a client leverage automation to make onboarding seamless, systematic and simple for your team*Referrals and Reviews - Instead of chasing clients for reviews or case studies, consider baking the ask right into your current or automated processes | |
| 8/18/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New What's Behind the Data? (Webinar) (25WX-2736)25WX-2736 | *Ways in which data and information can be misleading*Common pitfalls when encountering data*How to re-evaluate the data to avoid those pitfalls | |
| 9/18/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Finding Errors in Excel Spreadsheets (Webinar) (25WX-1774)25WX-1774 | *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 | |
| 7/22/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Become a Data Analysis Expert (Webinar) (25WX-1925)25WX-1925 | *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 | |
| 7/31/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Create Visuals in Power BI to Successfully Analyze Data (Webinar) (25WX-2492)25WX-2492 | *Tour of the Power BI Desktop Interface: Understand the layout, tools, and features of Power BI Desktop*Tour of PowerBI.com Interface: Familiarize with the online environment of Power BI for report creation*Importing Power Pivot Data Model: Understand how to integrate Power Pivot models into Power BI for more complex data analysis*Building Visuals: Learn the step-by-step process to create compelling visuals and understand the importance of visual context in data storytelling*Review of Available Visuals: Explore the variety of visuals available in Power BI and their appropriate applications*Power BI Desktop Features: Delve into the advanced features of Power BI Desktop, enhancing data manipulation and visualization capabilities*Building Interactivity into Visuals: Learn to create dynamic and interactive reports that engage and inform*Publishing Reports to PowerBI.com: Gain skills in uploading and managing reports on PowerBI.com for wider access and collaboration | |
| 9/2/2025 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Microsoft 365 Application Lightning Round Review (Webinar) (25WX-1866)25WX-1866 | *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 365SharePoint / 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 | |
| 7/28/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Walter Haig's GAAP for SMEs, Tax and Cash Frameworks Update (Webinar) (25WX-1760)25WX-1760 | *Amendments to the U.S. Accounting Standards Codification (i.e. - U.S. GAAP) issued during the 18-month period prior to the program that impact SMEs*Update and review of the tax and cash special purpose frameworks*Update and review of the AICPA Financial Reporting Framework for SMEs*Update on common errors and deficiencies as identified in financial statements as identified in peer reviews and in litigation | |
| 7/22/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Defining Where and Why Internal Controls are Needed (Webinar) (25WX-2363)25WX-2363 | *Control design basics*Areas or segments of an enterprise to control*Controls to reduce risk*Controls to drive operations | |
| 8/25/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Microsoft 365: Save More Time, Make More Money (Webinar) (25WX-2807)25WX-2807 | *Appreciate the full potential of Microsoft 365 to drive efficiency in your business*Learn best practices for harnessing the power of Microsoft 365*Design your Teams app setup to meet the unique attributes of your business*Use SharePoint and OneDrive to organize your files and share them securely internally and externally*Organize your thoughts, meeting notes and other content centrally in OneNote*Manage your projects, large and small, with the Planner app*Deploy the Stream app to document processes efficiently and effectively*Bonus Content: Understand how to harness the power of AI with Microsoft Copilot | |
| 9/22/2025 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New ChatGPT and Advanced Accounting Research (Webinar) (25WX-2082)25WX-2082 | *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 | |
| 8/8/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: Giving Thanks -- How to Master the Art of Gratitude (Webinar) (25WX-2972)25WX-2972 | *What gratitude is and how expressions of it can vary from culture to culture*Ways you can regularly say "thank you" to valued clients and colleagues*Methods for evaluating gratitude in prospective and current employees | |
| 10/1/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New The Ethics of Teamwork (Webinar) (25WX-1689)25WX-1689 | *Virtue ethics*Team dynamics*Characteristics of highly effective teams*Meeting management*Team communication*Decision making | |
| 7/17/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Disrupt to Dominate: Mastering Change Leadership (Webinar) (25WX-1854)25WX-1854 | *The urgency of leading change now and 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 | |
| 7/26/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Ethical Management of Conflict (Webinar) (25WX-2961)25WX-2961 | *Professionalism, conflict and ethics*Sources and approaches to conflict*Managing conflict from the inside: Awareness of human tendencies, human emotions, and gossip*Guidelines for managing conflict collaboratively | |
| 10/1/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Generative AI in Practice: Boost Efficiency and Profitability (Webinar) (25WX-2072)25WX-2072 | *Implementing AI for accounting automation*Enhancing auditing processes with AI tools*AI applications in tax compliance*Leveraging AI for business advisory services | |
| 8/8/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Annual Update for Not-for-Profit Accountants and Auditors (Webinar) (25WX-2948)25WX-2948 | *The Not-for-Profit Advisory Committee (NAC)*Accounting Standards Updates (ASUs)*Year 2 considerations of the leases standard*Common not-for-profit deficiencies identified in peer review*What's going on at the AICPA | |
| 9/30/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| How SAS Nos. 134-145 Improve Risk-Based Audits (Webinar) (25WX-2340)25WX-2340 | *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 | |
| 8/22/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Self-Rental Real Estate: Passive Activity and Section 199A (Webinar) (25WX-2745)25WX-2745 | *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 | |
| 9/18/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ChatGPT and Complex Financial and HR Conversations (Webinar) (25WX-2298)25WX-2298 | *Budget Allocation and Negotiation Techniques*Compensation and Benefits Structuring*Managing Financial Performance and Layoffs*Financial and HR Aspects of Mergers and Acquisitions*Regulatory Compliance and Ethical Financial Practices*Strategies for Financial Crisis Management*Effective Performance Management Systems | |
| 8/21/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Financial Decisions that Led Two Businessmen to Prison (Webinar) (25WX-2284)25WX-2284 | *Career choices*Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 8/20/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Power BI: Bringing it All Together for Data Analysis (Webinar) (25WX-1947)25WX-1947 | *Building a Comprehensive Workflow in Power BI: Streamline and enhance your end-to-end data processes for improved efficiency and clarity*Exploring What's Next After Creating Data Models and Measures: Understand advanced strategies to further enhance the value of your existing data models*Best Practices for Performance Optimization: Learn key tips to ensure smooth, fast, and reliable performance in your existing data models*Leveraging Your Data Model Through PowerBI.com/Power BI Services: Explore advanced functionalities of Power BI Services to make your data insights more accessible and impactful | |
| 8/1/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Mastering IRS Form 7217: Partnership Property Distributions (Webinar) (25WX-2347)25WX-2347 | *Property distributions in liquidation of a partner's interest*Section 751 and its impact on property distributions from a partnership*Mechanics of completing Form 7217 -- new for 2024*The Section 754 election and its role in partnership property distributions | |
| 8/25/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Behind the Curtain: Exploring IRS Audit Technique Guides (Webinar) (25WX-2869)25WX-2869 | *Overview of ATGs*Best practices for utilizing ATGs*Salient provisions of selected ATGs*Insights auditors may obtain from analytical procedures*Nuances associated with selected industries | |
| 9/25/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New What's Going on at the FASB (Webinar) (25WX-2671)25WX-2671 | *Accounting Standard Updates effective in 2024 for public entities, private entities, and not-for-profits*Review year 2 implications of the leases standard including modification accounting*A look at the projects identified by the FASB's Invitation to Comment: Agenda Consultation | |
| 9/15/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New What's Behind the Data? (Webinar) (25WX-2373)25WX-2373 | *Ways in which data and information can be misleading*Common pitfalls when encountering data*How to re-evaluate the data to avoid those pitfalls | |
| 8/26/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Create Measures in Power BI That Define Your Metrics (Webinar) (25WX-2099)25WX-2099 | *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 | |
| 8/11/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Generative AI in Practice: Boost Efficiency and Profitability (Webinar) (25WX-2471)25WX-2471 | *Implementing AI for accounting automation*Enhancing auditing processes with AI tools*AI applications in tax compliance*Leveraging AI for business advisory services | |
| 9/2/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How Much Are Your Ethics Worth? (Webinar) (25WX-1831)25WX-1831 | *Understanding ethics*Available tools to aid in ethical decision making*The role of bias in making ethical decisions*Application through case studies | |
| 7/25/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Donating Cryptocurrency and Avoiding Traps for the Unwary (Webinar) (25WX-2025)25WX-2025 | *Intro to digital assets*Differences between cryptocurrency and non-fungible tokens (NFTs)*IRS Notice 2014-12*Tax implications of contributing digital assets*Gift tax rules for donating, gifting or bequeathing cryptocurrency and NFTs*Substantiating charitable contributions of digital assets*Traps for the unwary | |
| 8/6/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The 10 Must Know Excel Features (Webinar) (25WX-2926)25WX-2926 | *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 | |
| 9/29/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 1040 Tax Prep Automation with AI Tools (Webinar) (25WX-2662)25WX-2662 | *Overview of AI technology and how it works8Identify where AI can be incorporated into the 1040 process*Using ChatGPT and Microsoft 365 Copilot for 1040 tax research, analysis and communications*Using StanfordTax AI based software to automate client source document collection and organization and integrate it with the leading 1040 tax software solutions including CCH Axcess, CCH ProSystem fx, UltraTax, Lacerte, ProSeries and Drake*A roadmap for using AI to improve client communications and 1040 based advisory services | |
| 9/13/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| What if Your Client Didn't Take Reasonable Compensation (Webinar) (25WX-2822)25WX-2822 | *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 | |
| 9/23/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Mastering the Excel Lookup Functions (Webinar) (25WX-2478)25WX-2478 | *A review of the various lookup functions, beyond VLOOKUPLearn 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 / HLOOKUPXLOOKUPMATCH / INDEXXMATCHINDIRECTFILTERSORT / SORTBYUNIQUE*An overview of some newer functions | |
| 9/2/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| ChatGPT and Complex Financial and HR Conversations (Webinar) (25WX-2589)25WX-2589 | *Budget Allocation and Negotiation Techniques*Compensation and Benefits Structuring*Managing Financial Performance and Layoffs*Financial and HR Aspects of Mergers and Acquisitions*Regulatory Compliance and Ethical Financial Practices*Strategies for Financial Crisis Management*Effective Performance Management Systems | |
| 9/9/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Monthly Federal Tax Updates: August 2025 (Webinar) (25WX-2343)25WX-2343 | *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 | |
| 8/25/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Business Partnerships: Managing Supplier Relationships (Webinar) (25WX-2305)25WX-2305 | *Overview of supplier contracts*Case studies of successful and not-so-successful supplier relationships*Risk potentials | |
| 8/21/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Grading Your Auditors: Are You Getting the Most Value? (Webinar) (25WX-2188)25WX-2188 | *Limitations in roles and responsibilities an auditor can accept without impairing independence*Assessing the strength of your auditor's ability to think critically, strategically, and creatively in appropriate circumstances*Evaluating your auditor's time and project management stills*Grading your auditor's communication and interpersonal skills, in exceeding your expectations on an audit | |
| 8/14/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Fraud and Embezzlement: Case Studies from the Trenches (Webinar) (25WX-2772)25WX-2772 | *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 | |
| 9/19/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New ChatGPT and Advanced Accounting Research (Webinar) (25WX-2729)25WX-2729 | *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 | |
| 9/17/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Supervision/Management Competencies: An Ethical Approach (Webinar) (25WX-2481)25WX-2481 | *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 | |
| 9/2/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Advanced Excel: Hidden Secrets and Gems (Webinar) (25WX-1749)25WX-1749 | *Awareness of advanced functions*Creative methods for data manipulation*Using intellectual curiosity and professional skepticism to develop a problem-solving mentality*Real-life examples of innovative ways to analyze and report data with Excel*Using Excel to perform e-mail merges*Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox*Enhance creativity in your approach to developing Excel models | |
| 7/21/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Comprehensive Audit and SSARS Update (Webinar) (25WX-1853)25WX-1853 | *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 | |
| 7/26/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Installment sales: Maximize Tax Benefits and Stay Compliant (Webinar) (25WX-2274)25WX-2274 | *Installment sale treatment eligibility*When to elect out of installment sale treatment*Installment sale of business assets*Installment sale default and the rules for personal property versus real property*Installment sales and depreciation recapture | |
| 8/20/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New AI Lessons Learned for Accountants (Webinar) (25WX-2450)25WX-2450 | *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 | |
| 8/29/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CPA to CFO (Webinar) (25WX-2098)25WX-2098 | *The steps necessary to effectively transform a tax or accounting practice into an advisory service*What it means to be a CFO/advisor to small-to-medium sizes businesses*What qualifications are necessary to offer an advisory service*How to find and convert leads and how to price and package services, including combining advisory services with the firm's current offerings | |
| 8/11/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Technology Trends Update for CPAs With John Higgins (Webinar) (25WX-2157)25WX-2157 | *Role of cloud computing as the foundation for all tech trends*Big data and data analytics the new frontier for CPAs*Workflow automation with RPA, ML and AI with a focus on ChatGPT*Blockchain technology, the revolutionary data storage model*Cryptocurrency 15 years later, an update on the market and technology*Metaverse - what's it all about*Cloud based financial and ERP software market update | |
| 8/13/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Leveraging Marketing Automation for Accounting Firm Growth (Webinar) (25WX-2170)25WX-2170 | *Content - From generating content ideas to SEO research and creating content through its distribution we will look at tools to accomplish these goals efficiently and effectively*Lead Generation - Tools to determine the best offers and get them in front of the appropriate audiences*Lead Nurturing - Once you have a prospective client "raise their hand" virtually or physically, it is critical to design and implement campaigns and other tactics to keep them engaged and move them closer to being a client*We will cover this in-depth during the course*Sales - After you have a prospect ready to get to the next phase of the purchase journey, it is imperative to answer objections, explain the process of working with your firm and then close the sale*These tools will allow you to do this without an entire sales team*Onboarding - Once the prospect becomes a client leverage automation to make onboarding seamless, systematic and simple for your team*Referrals and Reviews - Instead of chasing clients for reviews or case studies, consider baking the ask right into your current or automated processes | |
| 8/14/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Income Tax Analysis: Exploring In-Depth Concepts (Webinar) (25WX-1796)25WX-1796 | *Introduction to GAAP and IRC Frameworks*Key differences between financial reporting and tax reporting*Understanding timing differences*Recognition of revenue and expenses Under GAAP vs. IRC*Discussion of Deferred Tax Assets*Impact of Deferred Tax Liabilities*Permanent vs. temporary differences*Reconciliation of book income to taxable income | |
| 7/23/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Leadership Skills of Tomorrow: Delegate and Listen (Webinar) (25WX-1894)25WX-1894 | *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 | |
| 7/29/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| How Much Are Your Ethics Worth? (Webinar) (25WX-2560)25WX-2560 | *Understanding ethics*Available tools to aid in ethical decision making*The role of bias in making ethical decisions*Application through case studies | |
| 9/8/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Synchronize Your Files to the Cloud With SharePoint (Webinar) (25WX-1913)25WX-1913 | *Overview of the OneDrive Sync app functionality*Step-by-step review and demonstration of how to deploy this appInstalling the Sync app on your local devices*Configuring the files and folders to synchronize toy your local device*Manage the locally stored files*Best practice tips for using the Sync app and avoiding common mistakes | |
| 7/30/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Risk Assessment Under SAS No. 145: The Key to Audit Quality? (Webinar) (25WX-2945)25WX-2945 | *New concepts due to the issuance of SAS No. 145*Revised requirement to separately assess inherent risk and control risk*A new definition of significant risk*New emphasis on IT controls and risk of material misstatement*New guidance on maintaining professional skepticism*Revised requirements to evaluate the design of certain controls*Revised requirements regarding audit documentation*New guidance on scalability | |
| 9/30/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Steps to Stop External Fraud (Webinar) (25WX-1773)25WX-1773 | *Types of external fraud*Considerations as organizations work to reduce fraud risk*External fraud and known parties/External fraud unknown perpetrators | |
| 7/22/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Professional Ethical Considerations for CPAs (Webinar) (25WX-3032)25WX-3032 | *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 | |
| 10/6/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New ChatGPT Vision: How Accountants Can Chat with Imagery (Webinar) (25WX-2230)25WX-2230 | *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*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 | |
| 8/18/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Governmental GAAP Update: Navigating GASB Standards (Webinar) (25WX-2010)25WX-2010 | *New GASB standards: GASB 100, Accounting Changes and Error Corrections*GASB 101, Compensated Absences*Practical case studies | |
| 8/5/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Internal Control Changes for Remote Workers (Webinar) (25WX-2328)25WX-2328 | *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 | |
| 8/22/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethical Management of Conflict (Webinar) (25WX-2277)25WX-2277 | *Professionalism, conflict and ethics*Sources and approaches to conflict*Managing conflict from the inside: Awareness of human tendencies, human emotions, and gossip*Guidelines for managing conflict collaboratively | |
| 8/20/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Cryptocurrency 15 Years Later: A Market Update (Webinar) (25WX-2794)25WX-2794 | *Update on the cryptocurrency marketplace*Cryptocurrency exchanges - the good, the bad and the ugly*Overview of cryptocurrency taxation regulations*The technology behind cryptocurrency - Proof of stake, Layer 2, wallets and more*Blockchain technology update | |
| 9/22/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Recruit. Retain. Engage. Mastering LinkedIn for HR Success (Webinar) (25WX-2135)25WX-2135 | *How to pro-actively find, identify, and connect with new candidates from various sources within LinkedIn*Best practices for organically attracting candidates to your company and team*Strategic talent networking opportunities*Essential considerations of employee advocacy and brand building using LinkedIn*Retention strategies such as promoting a positive work environment, and expanding employee recognition and engagement strategies | |
| 8/12/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Fraud Busters: Controls to Prevent and Detect Fraud (Webinar) (25WX-2958)25WX-2958 | *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 | |
| 10/1/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AI FAQs for Accountants (Webinar) (25WX-2403)25WX-2403 | *Fundamentals of AI and how it differs from traditional accounting software*Generative AI, AI agents, and embedded AI applications in accounting*AI-powered automation for routine accounting tasks and workflows*Data security and privacy considerations in digital accounting environments*Strategies for maintaining client relationships while embracing automation*Future trends including frontier AI models and embodied AI (robotics)*Practical implementation of AI tools in accounting practice management | |
| 8/27/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Yellow Book Update (Webinar) (25WX-1809)25WX-1809 | *Yellow Book engagements*Independence requirements in GAGAS*Quality management in Yellow Book*Common deficiencies found in Yellow Book engagements | |
| 7/24/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Understanding Internal Control Constructs (Webinar) (25WX-2823)25WX-2823 | *Underlying concepts of internal control*The importance of control measure interdependency | |
| 9/23/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Ethics of Recruitment and Selection (Webinar) (25WX-1889)25WX-1889 | *Discussion of ethical and effective recruiting strategies*Selection processes that foster diversity and inclusion*How to increase talent pools to ensure hiring success | |
| 7/29/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| An Ethical Approach to Mental Health Issues at Work (Webinar) (25WX-2916)25WX-2916 | *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 | |
| 9/29/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| The Ethics of Care in the Workplace (Webinar) (25WX-2178)25WX-2178 | *Ethical values and principles*Compassion*Managing expectations*Respect and humility*Attribution Theory | |
| 8/14/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Understanding the New Forms K-2 and K-3 (Webinar) (25WX-2292)25WX-2292 | *Introduction to Schedules K-2 and K-3*Review the filing requirements*Discuss the different parts of the schedules and what needs to be included | |
| 8/21/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Reasonable Compensation for S Corps (Webinar) (25WX-1815)25WX-1815 | *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 | |
| 7/24/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Taxation of the Cannabis Industry (Webinar) (25WX-2721)25WX-2721 | *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 | |
| 9/17/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Enterprise-Wide Risk Management in Accounting and Finance (Webinar) (25WX-1942)25WX-1942 | *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 | |
| 7/31/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Todd and Julie Chrisley Go to Prison (Webinar) (25WX-2246)25WX-2246 | *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 | |
| 8/19/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New AI Revolution: The Big Picture for CPAs (Webinar) (25WX-2884)25WX-2884 | *Overview of AI and its evolution in business*Deep dive into generative AI and its applications*Impact of AI on accounting, tax and finance sectors*Future trends and opportunities for CPAs*Preparing for the AI-driven business environment | |
| 9/26/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Ethical Intelligence for Artificial Intelligence (Webinar) (25WX-2413)25WX-2413 | *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 | |
| 8/27/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Defining Where and Why Internal Controls are Needed (Webinar) (25WX-1873)25WX-1873 | *Control design basics*Areas or segments of an enterprise to control*Controls to reduce risk*Controls to drive operations | |
| 7/28/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Hot Topics Audit and Attest Update (Webinar) (25WX-1806)25WX-1806 | *Recent quality improvements to the SASs and SSARs*Other matters that should be on your radar | |
| 7/24/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Google Gemini AI for Accountants (Webinar) (25WX-1891)25WX-1891 | *Google Gemini Quick Start*Gemini Standalone Chatbot*Mobile App*Gemini integration with: Workspace, Gmail,Docs, Sheets, Slides*User Tips | |
| 7/29/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How to Start a CFO Service (Webinar) (25WX-2689)25WX-2689 | *What business owners really want from a CFO/business advisory service (it's not what you think)*How to determine if you're qualified to provide CFO/business advisory services*Why now is the right time to be providing CFO/business advisory services*How to get new clients to your practice and how to approach existing clients*Why clients need you and why you need them*How much you should be charging for this type of service*How to provide a CFO/business advisory service in the most efficient way possible | |
| 9/16/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Talk This Way: Communication Skills for the CPA (Webinar) (25WX-2832)25WX-2832 | *Pervasive best practices for effective communication*Specific strategies for written materials*Unique considerations for verbal presentations*The importance of recursive revision*Tips for success*Pitfalls to avoid | |
| 9/24/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Operations Level Internal Control (Webinar) (25WX-2808)25WX-2808 | *An overview of controls that drive procedures*Considerations for procedural control development*Understanding and controlling risk that arises when organizations change | |
| 9/22/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Mastering the Excel Lookup Functions (Webinar) (25WX-2113)25WX-2113 | *A review of the various lookup functions, beyond VLOOKUPLearn 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 / HLOOKUPXLOOKUPMATCH / INDEXXMATCHINDIRECTFILTERSORT / SORTBYUNIQUE*An overview of some newer functions | |
| 8/11/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New What's Behind the Data? (Webinar) (25WX-2125)25WX-2125 | *Ways in which data and information can be misleading*Common pitfalls when encountering data*How to re-evaluate the data to avoid those pitfalls | |
| 8/12/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Fraud Busters: Controls to Prevent and Detect Fraud (Webinar) (25WX-2201)25WX-2201 | *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 | |
| 8/15/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Navigating IRS Authorizations: Form 2848 and Form 8821 (Webinar) (25WX-2058)25WX-2058 | *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 | |
| 8/7/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AI Privacy, Security and Compliance Masterclass (Webinar) (25WX-2459)25WX-2459 | *Introduction: What is AI Security, Privacy and Compliance (AISPC)?*Why AI Security, Privacy and Compliance (AISPC) is Increasingly Important for Accountants*AISPC Policy Best Practices*Key Tactical Questions for Addressing Data Security and Privacy*OpenAI and Compliance with Government Regulations*OpenAI and Two-Factor Authentication*Other OpenAI Security, Privacy and Compliance Considerations*Best Practices for Secure Data Sharing with GPT*How to Create a GenAI and ChatGPT Usage Policy for Your Operations*General AI Policy Do's and Don'ts*AI Copyright Compliance & Protection Guide*Deepfakes and Synthetic Media: A New Frontier for Fraud and Misinformation*From Financial Oversight to AI Governance: The Sarbanes-Oxley Legacy and Accountants' New Frontier in AI Security, Privacy, Compliance and Ethics*Key Takeaways | |
| 8/29/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Leadershift: Drive Results Through Ethical Performance Management (Webinar) (25WX-2085)25WX-2085 | *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 | |
| 8/8/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| Managing Current Fraud Trends in a Shifting Environment (Webinar) (25WX-2834)25WX-2834 | *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 | |
| 9/24/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New AI Prompt Engineering Masterclass for Accountants (Webinar) (25WX-2155)25WX-2155 | *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 | |
| 8/13/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AICPA Regulatory Ethics Update (Webinar) (25WX-2603)25WX-2603 | *The Professional Ethics Executive Committee's updated ethics rules*An overview of recently issued ethics rules that CPAs need to know to be compliant | |
| 9/10/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New CPAxPACK Bundle: Audit Essentials -- Cash, Expenses, Inventory (Webinar) (25WX-2967)25WX-2967 | *Course 1: How to Audit Cash | CPE: 2 | Description: Cash is essential to every business, and is often one of the first accounts audit staff are exposed to. This course will cover the basics of auditing cash, including the related audit assertions, risks, & threats to the cash balance. During this course, we will also highlight the various substantive auditing procedures that staff should perform, and also walk through some real-world examples. *Course 2: How to Audit Inventory | CPE: 2 | Description: Inventory observations are often a right of passage for audit staff. This course will cover the basics of auditing inventory, including the related audit assertions, risks, & threats to inventory. During this course, we will also highlight the various substantive auditing procedures that staff should perform, and also walk through how to conduct a physical inventory observation.*Course 3: How to Audit Expenses and Payables | CPE: 2 | Description: It is imperative that audit staff understand the fundamentals of expenses and payables. This course will cover the basics of auditing expenses, accrued liabilities, and other payables, including the related audit assertions, risks, and threats to the expenses and payables balances. During this course, we will also highlight the various substantive auditing procedures that staff should perform, and also walk through some real-world examples. | |
| 10/1/2025 | 8 a.m. - 4 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| New Complete Guide to Analyze Data with Excel PivotTables (Webinar) (25WX-2395)25WX-2395 | *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 | |
| 8/27/2025 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Building Security and Efficiency With Internal Control (Webinar) (25WX-2681)25WX-2681 | *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 | |
| 9/15/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New What's Changing in A&A for Governmental Entities (Webinar) (25WX-1974)25WX-1974 | *A look at the GASB standards that are effective this year*GASB 100, Accounting Changes and Error Corrections*GASB 101, Compensated Absences*The impact of the 2024 Compliance Supplement on Single Audits*Changes to the Uniform Guidance*Common deficiencies found in Single Audits | |
| 8/1/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Get started with Power BI (Webinar) (25WX-2041)25WX-2041 | *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 | |
| 8/6/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Monthly Federal Tax Updates: July 2025 (Webinar) (25WX-1859)25WX-1859 | *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 | |
| 7/28/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Introduction to Yellow Book: 8-Credit Boot Camp (Webinar) (25WX-2104)25WX-2104 | *The basics needed to understand what makes not-for-profit and governmental accounting & auditing unique*The key financial reporting differences for governmental and not-for-profit entities*The fundamentals of Yellow Book and Uniform Guidance audits | |
| 8/11/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Donating Cryptocurrency and Avoiding Traps for the Unwary (Webinar) (25WX-1782)25WX-1782 | *Intro to digital assets*Differences between cryptocurrency and non-fungible tokens (NFTs)*IRS Notice 2014-12*Tax implications of contributing digital assets*Gift tax rules for donating, gifting or bequeathing cryptocurrency and NFTs*Substantiating charitable contributions of digital assets*Traps for the unwary | |
| 7/23/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Shortcuts That Excel Users Love (Webinar) (25WX-2141)25WX-2141 | *The power of keyboard shortcuts*Oft used features with more capability than meets the eye*New helpful features*Note: 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. | |
| 8/12/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Disrupt to Dominate: Mastering Change Leadership (Webinar) (25WX-2656)25WX-2656 | *The urgency of leading change now and 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 | |
| 9/12/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Exploring Internal Controls That Could Have Prevented Frauds (Webinar) (25WX-1780)25WX-1780 | *Examination of actual frauds*Discussion of internal controls that could have prevented the frauds*Contemplation of epiphanies for your own professional scenarios | |
| 7/23/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Cultural Transformation (Webinar) (25WX-2769)25WX-2769 | *What is culture*Why culture matters*A process to change your organization's culture | |
| 9/19/2025 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New What's Changing in A&A for Governmental Entities (Webinar) (25WX-2718)25WX-2718 | *A look at the GASB standards that are effective this year*GASB 100, Accounting Changes and Error Corrections*GASB 101, Compensated Absences*The impact of the 2024 Compliance Supplement on Single Audits*Changes to the Uniform Guidance*Common deficiencies found in Single Audits | |
| 9/17/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Forgotten Managerial Accounting Tools for CPAs (Webinar) (25WX-1922)25WX-1922 | *Target profit analysis*Break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis | |
| 7/31/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Exercise Your Ethics: Techniques to Improve Ethical Response (Webinar) (25WX-2585)25WX-2585 | *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 | |
| 9/9/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Introduction to Yellow Book: 8-Credit Boot Camp (Webinar) (25WX-2737)25WX-2737 | *The basics needed to understand what makes not-for-profit and governmental accounting & auditing unique*The key financial reporting differences for governmental and not-for-profit entities*The fundamentals of Yellow Book and Uniform Guidance audits | |
| 9/18/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New ChatGPT Vision for Financial Analysis (Webinar) (25WX-2598)25WX-2598 | *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 | |
| 9/10/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Art of Engaging in Difficult Conversations (Webinar) (25WX-2302)25WX-2302 | *Awareness of your mindset entering the conversation*Tactics to build a pool of meaning*Clarity around story telling*Biggest mistakes to avoid | |
| 8/21/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New A&A Update With Technology Implementation (Webinar) (25WX-1845)25WX-1845 | *Deep dive into the Accounting Standards Updates (ASUs) effective in 2025*Insights from the FAF's 2024 PCC Review*Overview of FASB's Invitation to Comment - Agenda Consultation*The essential changes in quality management standards that firms must implement by the end of 2025*Common deficiencies identified by the DOL in EBP (Employee Benefit Plan) engagements and provide a peek at upcoming projects from the Auditing Standards Board (ASB) | |
| 7/25/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Al Capone to Cybercrime: The Journey of IRS Special Agents (Webinar) (25WX-2289)25WX-2289 | *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 | |
| 8/20/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Exercise Your Ethics: Techniques to Improve Ethical Response (Webinar) (25WX-1907)25WX-1907 | *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 | |
| 7/30/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Selected Ethics Topics 2025 (Webinar) (25WX-1914)25WX-1914 | *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 | |
| 7/30/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Advanced Excel for Staff: Build Reports and Analyze Data (Webinar) (25WX-2006)25WX-2006 | *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 | |
| 8/5/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Improve Spreadsheets by Building Controls in Excel (Webinar) (25WX-1849)25WX-1849 | *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 | |
| 7/26/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| IRS Penalties and Abatements (Webinar) (25WX-1759)25WX-1759 | *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 | |
| 7/22/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Ethics: How to Run Your Business Well (Webinar) (25WX-2669)25WX-2669 | *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" | |
| 9/15/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Accounting and Disclosure Issues After a Natural Disaster (Webinar) (25WX-2424)25WX-2424 | *Current and noncurrent asset impairment*Insurance claims and related recoveries*Debt and liquidity issues*Government assistance and relief*Subsequent Events*Lease modifcations*Other matters | |
| 8/28/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Determining Reasonable Compensation for Owner Employees (Webinar) (25WX-2111)25WX-2111 | *An analytical framework for analyzing and opining on reasonable replacement compensation for owner-employees of closely held businesses and professional practices in the context of tax planning, compliance, management consulting and business appraisal assignments*Executive compensation components, including the valuation of non-qualified plans and restricted stock units | |
| 8/11/2025 | 11:30 a.m. - 1:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| CFO Solutions to IRS Problems (Webinar) (25WX-1732)25WX-1732 | *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 | |
| 7/19/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Technology Trends Update for CPAs With John Higgins (Webinar) (25WX-1723)25WX-1723 | *Role of cloud computing as the foundation for all tech trends*Big data and data analytics the new frontier for CPAs*Workflow automation with RPA, ML and AI with a focus on ChatGPT*Blockchain technology, the revolutionary data storage model*Cryptocurrency 15 years later, an update on the market and technology*Metaverse - what's it all about*Cloud based financial and ERP software market update | |
| 7/18/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Advanced Cybersecurity: Beyond the Basics (Webinar) (25WX-2319)25WX-2319 | *Understanding cyber threats and risks in finance*Cybersecurity frameworks and best practices for financial professionals*Financial data security and encryption techniques*Cybersecurity auditing and forensic investigations*Emerging technologies and trends in financial cybersecurity*Leadership and governance in cybersecurity for financial executives | |
| 8/22/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Fraud, Controls and Ethics: Best Practices and Case Studies (Webinar) (25WX-2293)25WX-2293 | *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 | |
| 8/21/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
| Financial and Tax Accounting for S Corporations and Partnerships (Webinar) (25WX-2126)25WX-2126 | *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/LLCFinancial 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 | |
| 8/12/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Accountants and Malpractice: Can We Get Sued for This? (Webinar) (25WX-2855)25WX-2855 | *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 | |
| 9/25/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Accounting for and Auditing Cryptocurrency and Digital Assets (Webinar) (25WX-2857)25WX-2857 | *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 | |
| 9/25/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How to Start a CFO Service (Webinar) (25WX-1882)25WX-1882 | *What business owners really want from a CFO/business advisory service (it's not what you think)*How to determine if you're qualified to provide CFO/business advisory services*Why now is the right time to be providing CFO/business advisory services*How to get new clients to your practice and how to approach existing clients*Why clients need you and why you need them*How much you should be charging for this type of service*How to provide a CFO/business advisory service in the most efficient way possible | |
| 7/29/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Ethics: Giving Thanks -- How to Master the Art of Gratitude (Webinar) (25WX-1898)25WX-1898 | *What gratitude is and how expressions of it can vary from culture to culture*Ways you can regularly say "thank you" to valued clients and colleagues*Methods for evaluating gratitude in prospective and current employees | |
| 7/29/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Exploring Internal Controls That Could Have Prevented Frauds (Webinar) (25WX-2271)25WX-2271 | *Examination of actual frauds*Discussion of internal controls that could have prevented the frauds*Contemplation of epiphanies for your own professional scenarios | |
| 8/20/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Invest in Your Mental Health and Avoid Burnout (Webinar) (25WX-2624)25WX-2624 | *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 | |
| 9/11/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Leveraging Marketing Automation for Accounting Firm Growth (Webinar) (25WX-2600)25WX-2600 | *Content - From generating content ideas to SEO research and creating content through its distribution we will look at tools to accomplish these goals efficiently and effectively*Lead Generation - Tools to determine the best offers and get them in front of the appropriate audiences*Lead Nurturing - Once you have a prospective client "raise their hand" virtually or physically, it is critical to design and implement campaigns and other tactics to keep them engaged and move them closer to being a client*We will cover this in-depth during the course*Sales - After you have a prospect ready to get to the next phase of the purchase journey, it is imperative to answer objections, explain the process of working with your firm and then close the sale*These tools will allow you to do this without an entire sales team*Onboarding - Once the prospect becomes a client leverage automation to make onboarding seamless, systematic and simple for your team*Referrals and Reviews - Instead of chasing clients for reviews or case studies, consider baking the ask right into your current or automated processes | |
| 9/10/2025 | 12:30 - 1:30 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New AICPA Regulatory Ethics Update (Webinar) (25WX-2880)25WX-2880 | *The Professional Ethics Executive Committee's updated ethics rules*An overview of recently issued ethics rules that CPAs need to know to be compliant | |
| 9/26/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Power BI: Bringing it All Together for Data Analysis (Webinar) (25WX-2516)25WX-2516 | *Building a Comprehensive Workflow in Power BI: Streamline and enhance your end-to-end data processes for improved efficiency and clarity*Exploring What's Next After Creating Data Models and Measures: Understand advanced strategies to further enhance the value of your existing data models*Best Practices for Performance Optimization: Learn key tips to ensure smooth, fast, and reliable performance in your existing data models*Leveraging Your Data Model Through PowerBI.com/Power BI Services: Explore advanced functionalities of Power BI Services to make your data insights more accessible and impactful | |
| 9/4/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Seeing Beyond the Numbers: Analysis for CFOs and Controllers (Webinar) (25WX-2456)25WX-2456 | *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 | |
| 8/29/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New CPA to CFO (Webinar) (25WX-2714)25WX-2714 | *The steps necessary to effectively transform a tax or accounting practice into an advisory service*What it means to be a CFO/advisor to small-to-medium sizes businesses*What qualifications are necessary to offer an advisory service*How to find and convert leads and how to price and package services, including combining advisory services with the firm's current offerings | |
| 9/17/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New CFO and Controller Critical Skills: Budgeting and Forecasting (Webinar) (25WX-2743)25WX-2743 | *Overview of budgeting tools*Overview of difference between budgeting and forecasting*Examples of various budgeting and forecasting techniques | |
| 9/18/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CPAxPACK Bundle: Tax Pro's Guide -- Essential Courses for Tax Mastery (Webinar) (25WX-1971)25WX-1971 | *Course 1: Basic Individual Taxation Course | CPE: 2 | Description: Please join us for an introductory course on the fundamentals of preparing and filing an individual federal income tax return. We will cover topics such as what the federal income tax is and how it is computed. *Course 2: Income Tax Analysis: Exploring In-Depth Concepts | CPE: 2 | Description: Financial statements prepared for stockholders and external users follow Generally Accepted Accounting Principles (GAAP), while tax returns adhere to the Internal Revenue Code (IRC). These frameworks differ in recognizing profitability, influencing reported income significantly. Companies often aim to minimize taxable income within legal bounds, while maintaining compliance with both financial reporting and tax regulations. Timing Differences: Variations in income recognition and deductible expenses between GAAP and IRC create timing differences, impacting reported profitability and tax liabilities. Deferred Tax Assets: Companies accrue deferred tax assets from overpaid taxes or carried-forward credits, which can offset future taxable income, reducing tax liabilities. Deferred Tax Liabilities: When taxable income is less than reported income, deferred tax liabilities arise, necessitating future tax payments when temporary differences reverse. Join us to delve into these concepts, exploring how financial reporting choices and tax strategies shape a company's financial performance and compliance obligations. *Course 3: Behind the Curtain: Exploring IRS Audit Technique Guides | CPE: 2 | Description: Have you ever considered a tax audit from the perspective of an IRS examiner? This session explains how you can use IRS Audit Technique Guides (ATGs) to enhance tax compliance. You will obtain a glimpse of the audit process from the viewpoint of an IRS agent as we explore insights that the IRS provides to its own examiners. *Course 4: Learning to Teach "Tax" as a Second Language | CPE: 2 | Description: Sometimes the vernacular of accounting seems more challenging than technical aspects. This session offers suggestions for translating the foreign language of taxation into tangible terms for non-accountants. We explore techniques for simplifying the complexity of taxation terminology. This course will equip you with tools for demystifying tax technicalities so you can help clients and other non-tax professionals grasp fundamental concepts. *Course 5: 1040 Tax Prep Automation with AI Tools | CPE: 2 | Description: There has never been a greater opportunity to leverage technology tools to automate various aspects of 1040 tax preparation. This course will provide specific examples of how you can use AI (artificial intelligence) based tools to complement your core 1040 tax prep software. You will learn how to leverage AI to automate the collection and organization of client source documents, enhance the engagement management process and add value to your 1040 service through AI enhanced 1040 advisory services. This course will separate the hype from reality about AI and how it can be used in 1040 tax preparation. *Course 6: Tax Implications of Retirement Plan Distributions: What You Need to Know | CPE: 2 | Description: This session will address the complex rules of retirement distributions, review key provisions of the SECURE Act 2.0, and provide practical strategies of maximizing tax benefits for your client. *Course 7: Schedule C of Form 1040 | CPE: 2 | Description: Many self-employed or sole proprietors find themselves having to navigate Schedule C in reporting business income. While this attachment to Form 1040 seems straightforward on the surface, there are many traps for the unwary. | |
| 8/1/2025 | 8 a.m. - 4 p.m. | Online | 12 CPE (12 tech, 0 non-tech) | |
| New How to Audit Expenses and Payables (Webinar) (25WX-1810)25WX-1810 | *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 | |
| 7/24/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Hot Topics Audit and Attest Update (Webinar) (25WX-2065)25WX-2065 | *Recent quality improvements to the SASs and SSARs*Other matters that should be on your radar | |
| 8/8/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Adobe Acrobat Tips for Working with PDF Files (Webinar) (25WX-2452)25WX-2452 | *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 | |
| 8/29/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Leveraging ChatGPT for Innovative Business Advisory Services (Webinar) (25WX-2278)25WX-2278 | *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 | |
| 8/20/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Accounting & Auditing Update for Small Businesses (Webinar) (25WX-2084)25WX-2084 | *Accounting Standards Updates (ASUs) that are most likely to impact small businesses*ASUs initiated by the Private Company Council (PCC)*Alternative reporting options to GAAP including FRF for SMEs and IFRS for SMEs*Audit standards that small business auditors will need to implement | |
| 8/8/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethics: IRS Criminal Investigations -- Key Lessons for Accountants (Webinar) (25WX-2882)25WX-2882 | *Snapshot of IRS Criminal Investigations*General tax fraud*Abusive tax schemes*Refund fraud*Employment tax fraud*Identity theft*Data compromises*Money laundering*Public corruption*Corporate fraud*General frauds*Cyber crimes*Global tax and economic crimes*Narcotics, counter-terrorism and transnational organized crime*Selected Field Office Case Files from Across US*How accountants can add value to their operations by aiding law enforcement and fighting economic crime | |
| 9/26/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New The Ethics of Teamwork (Webinar) (25WX-3014)25WX-3014 | *Virtue ethics*Team dynamics*Characteristics of highly effective teams*Meeting management*Team communication*Decision making | |
| 10/3/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Ethics: Giving Thanks -- How to Master the Art of Gratitude (Webinar) (25WX-2137)25WX-2137 | *What gratitude is and how expressions of it can vary from culture to culture*Ways you can regularly say "thank you" to valued clients and colleagues*Methods for evaluating gratitude in prospective and current employees | |
| 8/12/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Professional Ethical Considerations for CPAs (Webinar) (25WX-2811)25WX-2811 | *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 | |
| 9/23/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Revision to Government Auditing Standards Impact (Webinar) (25WX-2638)25WX-2638 | *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 | |
| 9/12/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| How Fraud Can Affect Smaller Organizations (Webinar) (25WX-2852)25WX-2852 | *The reasons for fraud*Fraudulent acts that are initiated against smaller organizations*Methods to stop fraud attempts against small businesses | |
| 9/24/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| How to Double Your Firm's Revenue Through CFO and Advisory (Webinar) (25WX-2017)25WX-2017 | *The average revenue of most accounting firms*The number of advisory clients you'll need to double your firm's revenue*How much you should be charging for advisory services*How we define CFO and advisory services*What business owners really want from their advisor*The three types of CFO/Advisory firms*How to get clients to pay you approximately $2,500 per month for advisory services*The three systems you'll need to add a CFO/Advisory service to your firm | |
| 8/5/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Business Partnerships: Managing Supplier Relationships (Webinar) (25WX-2865)25WX-2865 | *Overview of supplier contracts*Case studies of successful and not-so-successful supplier relationships*Risk potentials | |
| 9/25/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Ethical AI Practices for CPAs: Ensuring Responsible Use (Webinar) (25WX-2920)25WX-2920 | *Understanding ethical implications of AI*Data privacy and security considerations*Compliance with regulations and professional standards*Developing ethical AI policies and procedures | |
| 9/29/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Donating Cryptocurrency and Avoiding Traps for the Unwary (Webinar) (25WX-2441)25WX-2441 | *Intro to digital assets*Differences between cryptocurrency and non-fungible tokens (NFTs)*IRS Notice 2014-12*Tax implications of contributing digital assets*Gift tax rules for donating, gifting or bequeathing cryptocurrency and NFTs*Substantiating charitable contributions of digital assets*Traps for the unwary | |
| 8/29/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Build a Data Model for Analysis in Power BI (Webinar) (25WX-1901)25WX-1901 | *Data Modeling Essentials: Understanding the core concepts of data modeling in Power BI, including integration of various data sources*Building Relationships: Techniques to establish and manage relationships between different data sets*Calculated Columns and Basic DAX Measures: Introduction to DAX (Data Analysis Expressions) and its application in creating calculated columns and basic measures*Calculated Columns vs Measures: Insights into when to use calculated columns and when to opt for measures*Explicit vs Implicit Measures: Understanding the difference and appropriate application of explicit and implicit measures in data analysis*Hierarchies in Data: Creating and utilizing hierarchies to enhance data analysis and reporting*Using Pivot Tables to Validate Measures: Practical skills in using pivot tables within Power BI to validate and refine measures | |
| 7/30/2025 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Forgotten Managerial Accounting Tools for CPAs (Webinar) (25WX-2342)25WX-2342 | *Target profit analysis*Break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis | |
| 8/25/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Mastering Microsoft 365 Copilot for CPAs (Webinar) (25WX-2720)25WX-2720 | *Overview of Microsoft 365 Copilot features*Automating tasks with AI assistance*Enhancing content creation and data analysis*Collaboration tools powered by AI*Best practices for maximizing Copilot's benefits | |
| 9/17/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Avoiding the Most Misapplied Audit Concepts (Webinar) (25WX-2613)25WX-2613 | *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 | |
| 9/10/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Enterprise-Wide Risk Management in Accounting and Finance (Webinar) (25WX-2142)25WX-2142 | *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 | |
| 8/12/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Understanding Internal Control Constructs (Webinar) (25WX-2143)25WX-2143 | *Underlying concepts of internal control*The importance of control measure interdependency | |
| 8/12/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Advanced ChatGPT for Accountants (Webinar) (25WX-2675)25WX-2675 | *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 | |
| 9/15/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics and Technology for CPAs (Webinar) (25WX-2652)25WX-2652 | *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 | |
| 9/12/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| ChatGPT: What Every CPA Should Know (Webinar) (25WX-2378)25WX-2378 | *Overview of the current landscape for AI in business*History of ChatGPT and generative AI*Fundamentals of generative AI technology and related nomenclature*ABC's of how to use ChatGPT*Demonstration of practical ChatGPT applications for accounting, finance and tax*A word of caution: What you should be concerned about*Developing a ChatGPT usage policy for your firm/business | |
| 8/26/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Accounting & Auditing Update for Small Businesses (Webinar) (25WX-2426)25WX-2426 | *Accounting Standards Updates (ASUs) that are most likely to impact small businesses*ASUs initiated by the Private Company Council (PCC)*Alternative reporting options to GAAP including FRF for SMEs and IFRS for SMEs*Audit standards that small business auditors will need to implement | |
| 8/28/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Money Laundering Awareness for Accountants (Webinar) (25WX-2482)25WX-2482 | *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 | |
| 9/2/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Side-Hustle CFO (Webinar) (25WX-2618)25WX-2618 | *The systems you need to start your own advisory service*Information on how to package, price and market your business*Transforming accounting knowledge into expertise you can sell | |
| 9/11/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Leverage PowerBI.com to Create Data Analysis for Others (Webinar) (25WX-2910)25WX-2910 | *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. | |
| 9/29/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Mastering the Art of Conflict: CPA Transformative Strategies (Webinar) (25WX-2532)25WX-2532 | *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 | |
| 9/4/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| New Advanced Cybersecurity: Beyond the Basics (Webinar) (25WX-1762)25WX-1762 | *Understanding cyber threats and risks in finance*Cybersecurity frameworks and best practices for financial professionals*Financial data security and encryption techniques*Cybersecurity auditing and forensic investigations*Emerging technologies and trends in financial cybersecurity*Leadership and governance in cybersecurity for financial executives | |
| 7/22/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| An Exhaustive Look At Fraud and Ways To Control It (Webinar) (25WX-2037)25WX-2037 | *Fraudulent acts initiated from outside organizations*Why internal fraud occurs*The importance of fighting cyber-fraud*Steps that verify anti-fraud activities are working | |
| 8/6/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Google Gemini AI for Accountants (Webinar) (25WX-1690)25WX-1690 | *Google Gemini Quick Start*Gemini Standalone Chatbot*Mobile App*Gemini integration with: Workspace, Gmail,Docs, Sheets, Slides*User Tips | |
| 7/17/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| IRS Penalties and Abatements (Webinar) (25WX-2983)25WX-2983 | *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 | |
| 10/2/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Building a Better Budget in a Time of Uncertainty (Webinar) (25WX-2606)25WX-2606 | *Budgets vs. forecasts*Cyclicality*Core earnings & sustainable growth*Identifying key forecast drivers*Reasonableness in forecasting*Approaches to budgeting*Budgeting variances*Horizontal analysis*Flexible budgeting | |
| 9/10/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Governmental GAAP Update: Navigating GASB Standards (Webinar) (25WX-1766)25WX-1766 | *New GASB standards: GASB 100, Accounting Changes and Error Corrections*GASB 101, Compensated Absences*Practical case studies | |
| 7/22/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Advanced ChatGPT for Accountants (Webinar) (25WX-2350)25WX-2350 | *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 | |
| 8/25/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Talk This Way: Communication Skills for the CPA (Webinar) (25WX-2169)25WX-2169 | *Pervasive best practices for effective communication*Specific strategies for written materials*Unique considerations for verbal presentations*The importance of recursive revision*Tips for success*Pitfalls to avoid | |
| 8/14/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Operations Level Internal Control (Webinar) (25WX-2463)25WX-2463 | *An overview of controls that drive procedures*Considerations for procedural control development*Understanding and controlling risk that arises when organizations change | |
| 8/29/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Walter Haig's Business Financial Health Checkup (Webinar) (25WX-2824)25WX-2824 | *How to use analytical procedures as a management tool to identify areas hindering the profitability of the entity*How to use analytical procedures to identify misstatements in financial information*Techniques for developing a "workable" business plan*Recasting GAAP financial statements into powerful management tools*Developing and using benchmarks to identify profitability problems*Identifying profitability key factors*The relationship of internal controls and the health of an entity*Common weaknesses in the internal controls of SMEs using the guidelines in the COSO Report on Internal Controls and common internal controls to address those weaknesses*How to create "goal" statements that achieve results | |
| 9/23/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Yellow Book Independence and Single Audit Fundamentals (Webinar) (25WX-2982)25WX-2982 | *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 | |
| 10/1/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New AI Revolution: The Big Picture for CPAs (Webinar) (25WX-1812)25WX-1812 | *Overview of AI and its evolution in business*Deep dive into generative AI and its applications*Impact of AI on accounting, tax and finance sectors*Future trends and opportunities for CPAs*Preparing for the AI-driven business environment | |
| 7/24/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Governmental GAAP Update: Navigating GASB Standards (Webinar) (25WX-2620)25WX-2620 | *New GASB standards: GASB 100, Accounting Changes and Error Corrections*GASB 101, Compensated Absences*Practical case studies | |
| 9/11/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Mastering Partnership Basis: Inside and Outside Basis (Webinar) (25WX-2067)25WX-2067 | *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 | |
| 8/8/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Tax Implications of Retirement Plan Distributions (Webinar) (25WX-2643)25WX-2643 | *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 | |
| 9/12/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Ethics and Civility in the Workplace (Webinar) (25WX-1833)25WX-1833 | *What is civility and how it is tied to the bottom line?*Principles of Civility*Giving the Benefit of the Doubt*Inclusivity*Communication*Review of ethical values and principles with an emphasis on: Respect, courage, compassion, honor, and accountability | |
| 7/25/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Grading Your Auditors: Are You Getting the Most Value? (Webinar) (25WX-2703)25WX-2703 | *Limitations in roles and responsibilities an auditor can accept without impairing independence*Assessing the strength of your auditor's ability to think critically, strategically, and creatively in appropriate circumstances*Evaluating your auditor's time and project management stills*Grading your auditor's communication and interpersonal skills, in exceeding your expectations on an audit | |
| 9/16/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Guide Strategy, Attract Investments with Financial Forecasts (Webinar) (25WX-2411)25WX-2411 | *Introduction to Financial Statement Forecasting*Overview of the importance and benefits of forecasting for strategic planning and investment attraction*The Forecasting Process: Steps to project future income, expenses, and resources using historical data and market trends*Analyzing Historical Data: Methods for leveraging past financial data to inform future projections*Incorporating Market Trends: How to integrate market insights into financial forecasts*Forecasting Profitability: Techniques for predicting future earnings and their implications for budgeting, cash flow management, and investment planning*Forecasting the Balance Sheet: Approaches for predicting future financial positions, including growth potential, solvency, and capital structure | |
| 8/27/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Forensic Accounting: Investigating Divorce Cases (Webinar) (25WX-1801)25WX-1801 | *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 | |
| 7/23/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Create Paginated Reports with Power BI Report Builder (Webinar) (25WX-2856)25WX-2856 | *Introduction to Power BI Report Builder: Overview of the tool, its interface, and integration with the Power BI ecosystem*Designing Report Layouts: Techniques for setting up professional layouts, including headers, footers, and managing pagination*Data Connection and Management: Connecting to various data sources and preparing data for reporting*Creating Visualizations: Utilizing Power BI's visualization tools for impactful data presentation*Advanced Report Features: Exploring sub-reports, drill-through capabilities, and dynamic expressions*Publishing and Sharing: Guidelines for publishing reports to the Power BI service and sharing them with relevant stakeholders | |
| 9/25/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Love it or Leave it: Engagement and Retention at Work (Webinar) (25WX-1997)25WX-1997 | *Ethical values and engagement and retention*Enhancing employee engagement*Strategic/intentional actions to enhance retention*Generation X | |
| 8/4/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 1 Ethics |
| New ChatGPT and Advanced Accounting Research (Webinar) (25WX-2999)25WX-2999 | *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 | |
| 10/2/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New How to Build a Custom AI Chatbot and GPT in Plain English (Webinar) (25WX-2140)25WX-2140 | *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 | |
| 8/12/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Current Cybersecurity Risk Management Trends (Webinar) (25WX-2728)25WX-2728 | *Overview of current cybersecurity threats and how to mitigate data breach risk*Describe how to avoid malware and other security threats | |
| 9/17/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Synchronize Your Files to the Cloud With SharePoint (Webinar) (25WX-2864)25WX-2864 | *Overview of the OneDrive Sync app functionality*Step-by-step review and demonstration of how to deploy this appInstalling the Sync app on your local devices*Configuring the files and folders to synchronize toy your local device*Manage the locally stored files*Best practice tips for using the Sync app and avoiding common mistakes | |
| 9/25/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Unlocking Deep Secrets: Case Studies in Financial Analysis (Webinar) (25WX-2826)25WX-2826 | *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 | |
| 9/23/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CPA to CFO (Webinar) (25WX-1709)25WX-1709 | *The steps necessary to effectively transform a tax or accounting practice into an advisory service*What it means to be a CFO/advisor to small-to-medium sizes businesses*What qualifications are necessary to offer an advisory service*How to find and convert leads and how to price and package services, including combining advisory services with the firm's current offerings | |
| 7/18/2025 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Ethical AI Practices for CPAs: Ensuring Responsible Use (Webinar) (25WX-2764)25WX-2764 | *Understanding ethical implications of AI*Data privacy and security considerations*Compliance with regulations and professional standards*Developing ethical AI policies and procedures | |
| 9/19/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| The Art of Engaging in Difficult Conversations (Webinar) (25WX-2842)25WX-2842 | *Awareness of your mindset entering the conversation*Tactics to build a pool of meaning*Clarity around story telling*Biggest mistakes to avoid | |
| 9/24/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Money Laundering 101 for CPAs (Webinar) (25WX-1943)25WX-1943 | *The theory of money laundering*Common money laundering statutes*Examples from court cases of money laundering statutes*Common occurrences with CPAs*Possible money laundering transactions*Applying the money laundering statutes in real life scenarios | |
| 7/31/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New CPAxPACK Bundle: Monthly Federal Tax Updates -- Stay Informed on Tax! (Webinar) (25WX-2487)25WX-2487 | *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 | |
| 9/2/2025 | 8 a.m. - 4 p.m. | Online | 24 CPE (24 tech, 0 non-tech) | |
| About the TIGTA: Who Watches the IRS? (Webinar) (25WX-2399)25WX-2399 | *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 | |
| 8/27/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Advanced Cybersecurity: Beyond the Basics (Webinar) (25WX-2894)25WX-2894 | *Understanding cyber threats and risks in finance*Cybersecurity frameworks and best practices for financial professionals*Financial data security and encryption techniques*Cybersecurity auditing and forensic investigations*Emerging technologies and trends in financial cybersecurity*Leadership and governance in cybersecurity for financial executives | |
| 9/26/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| PPP Fraud and Financial Professionals (Webinar) (25WX-2909)25WX-2909 | *Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 9/29/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| ChatGPT for Accountants: 50+ Use Cases (Webinar) (25WX-3045)25WX-3045 | *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 | |
| 10/6/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| About the TIGTA: Who Watches the IRS? (Webinar) (25WX-2738)25WX-2738 | *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 | |
| 9/18/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| How to Start a CFO Service (Webinar) (25WX-2956)25WX-2956 | *What business owners really want from a CFO/business advisory service (it's not what you think)*How to determine if you're qualified to provide CFO/business advisory services*Why now is the right time to be providing CFO/business advisory services*How to get new clients to your practice and how to approach existing clients*Why clients need you and why you need them*How much you should be charging for this type of service*How to provide a CFO/business advisory service in the most efficient way possible | |
| 10/1/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Ethics: IRS Behavioral Insights for Accountants (Webinar) (25WX-2562)25WX-2562 | *Behavioral insights (BI) PrimerHow and why BI are used by the IRSIRS and individual decision-making*IRS and environmental and design considerations*IRS and social norms*IRS "top of mind" issues BI and Implementation of tax reform legislation BI and private debt collection*BI and online taxpayer accounts*BI and taxpayer rights in "real" vs. "unreal" audits*BI and the tax-exempt approval process*BI and passport renewal and revocation*How to use BI to more mindfully interact with the IRS to improve outcomes | |
| 9/8/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| PCAOB and SEC Update (Webinar) (25WX-2163)25WX-2163 | *Developments at the PCAOB*Recent trends in SEC comment letters*Enforcement actions and administrative proceedings*Conclusions and predictions for the future | |
| 8/13/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethical Performance Management (Webinar) (25WX-2324)25WX-2324 | *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 | |
| 8/22/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Accounting for and Auditing Cryptocurrency and Digital Assets (Webinar) (25WX-2008)25WX-2008 | *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 | |
| 8/5/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: How to Give and Receive Criticism the Right Way (Webinar) (25WX-1710)25WX-1710 | *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 | |
| 7/18/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Behind the Curtain: Exploring IRS Audit Technique Guides (Webinar) (25WX-2016)25WX-2016 | *Overview of ATGs*Best practices for utilizing ATGs*Salient provisions of selected ATGs*Insights auditors may obtain from analytical procedures*Nuances associated with selected industries | |
| 8/5/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Mastering Partnership Basis: Inside and Outside Basis (Webinar) (25WX-1785)25WX-1785 | *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 | |
| 7/23/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Fraud and Embezzlement: Case Studies from the Trenches (Webinar) (25WX-2509)25WX-2509 | *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 | |
| 9/3/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New CPAxPACK Bundle: Audit Essentials -- Cash, Expenses, Inventory (Webinar) (25WX-2474)25WX-2474 | *Course 1: How to Audit Cash | CPE: 2 | Description: Cash is essential to every business, and is often one of the first accounts audit staff are exposed to. This course will cover the basics of auditing cash, including the related audit assertions, risks, & threats to the cash balance. During this course, we will also highlight the various substantive auditing procedures that staff should perform, and also walk through some real-world examples. *Course 2: How to Audit Inventory | CPE: 2 | Description: Inventory observations are often a right of passage for audit staff. This course will cover the basics of auditing inventory, including the related audit assertions, risks, & threats to inventory. During this course, we will also highlight the various substantive auditing procedures that staff should perform, and also walk through how to conduct a physical inventory observation.*Course 3: How to Audit Expenses and Payables | CPE: 2 | Description: It is imperative that audit staff understand the fundamentals of expenses and payables. This course will cover the basics of auditing expenses, accrued liabilities, and other payables, including the related audit assertions, risks, and threats to the expenses and payables balances. During this course, we will also highlight the various substantive auditing procedures that staff should perform, and also walk through some real-world examples. | |
| 9/2/2025 | 8 a.m. - 4 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| New Mastering Microsoft 365 Copilot for CPAs (Webinar) (25WX-3016)25WX-3016 | *Overview of Microsoft 365 Copilot features*Automating tasks with AI assistance*Enhancing content creation and data analysis*Collaboration tools powered by AI*Best practices for maximizing Copilot's benefits | |
| 10/3/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New CFO Series: Dealing with Ever Changing Accounting Standards (Webinar) (25WX-2326)25WX-2326 | *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*Revenue*Leases*Management estimates*Why is strategy necessary?*What is strategy?*The two keys to strategy*Balancing strategy with our day-to-day roles | |
| 8/22/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Current Not-for-Profit Fraud Trends (Webinar) (25WX-2511)25WX-2511 | *Best practices for fraud prevention and detection*Common fraud schemes in not-for-profit 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! | |
| 9/3/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Self-Rental Real Estate: Passive Activity and Section 199A (Webinar) (25WX-2946)25WX-2946 | *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 | |
| 9/30/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Mastering the Excel Lookup Functions (Webinar) (25WX-1960)25WX-1960 | *A review of the various lookup functions, beyond VLOOKUPLearn 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 / HLOOKUPXLOOKUPMATCH / INDEXXMATCHINDIRECTFILTERSORT / SORTBYUNIQUE*An overview of some newer functions | |
| 8/1/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethics: What a CPA in Business and Industry Needs to Know (Webinar) (25WX-2566)25WX-2566 | *Ethics for Members in Business: Why Bother?*Re-Introducing the AICPA Code of Professional Conduct*The Basic Ethics Rules for Members in Business*The Conceptual Framework: Avoiding the Risk of Noncompliance*Case Analysis: Members in Business | |
| 9/8/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Introduction to Yellow Book: 8-Credit Boot Camp (Webinar) (25WX-1713)25WX-1713 | *The basics needed to understand what makes not-for-profit and governmental accounting & auditing unique*The key financial reporting differences for governmental and not-for-profit entities*The fundamentals of Yellow Book and Uniform Guidance audits | |
| 7/18/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Implementing and Maintaining an Internal Control System (Webinar) (25WX-2433)25WX-2433 | *Control creation and implementation basics*Implementation and update procedures for an Internal Control system*Maintaining existing internal controls | |
| 8/28/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Unlocking Deep Secrets: Case Studies in Financial Analysis (Webinar) (25WX-2612)25WX-2612 | *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 | |
| 9/10/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| You Don't Know What You Don't Know About Microsoft Excel (Webinar) (25WX-1896)25WX-1896 | *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*Note: 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. | |
| 7/29/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| New S Corporations: Comprehensive Walkthrough of Form 1120S (Webinar) (25WX-1789)25WX-1789 | *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*IRC 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 | |
| 7/23/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Casualty Losses: Disaster Relief Act of 2024 (Webinar) (25WX-2913)25WX-2913 | *Federal Disaster Relief Act provisions enacted in December, 2024*Comparison of personal use casualties with business/investment casualties*When to claim casualty losses*How to postpone casualty gains*Business casualty gains and depreciation recapture | |
| 9/29/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Casualty Losses: Disaster Relief Act of 2024 (Webinar) (25WX-2202)25WX-2202 | *Federal Disaster Relief Act provisions enacted in December, 2024*Comparison of personal use casualties with business/investment casualties*When to claim casualty losses*How to postpone casualty gains*Business casualty gains and depreciation recapture | |
| 8/15/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Ethical Considerations in Working with Cannabis (Webinar) (25WX-2789)25WX-2789 | *Framework for assessing the propriety of offering services within the state legal, regulated cannabis industry*Assist in identifying key stakeholders to be considered in conjunction to providing cannabis industry services, including:partners, staff, clients*Banking relationships*Malpractice insurance | |
| 9/22/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| New SEC Case Studies: Ethical Dilemmas in Finance and Accounting (Webinar) (25WX-1752)25WX-1752 | *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 | |
| 7/21/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Navigating IRS Authorizations: Form 2848 and Form 8821 (Webinar) (25WX-2301)25WX-2301 | *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 | |
| 8/21/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AI Privacy, Security and Compliance Masterclass (Webinar) (25WX-2847)25WX-2847 | *Introduction: What is AI Security, Privacy and Compliance (AISPC)?*Why AI Security, Privacy and Compliance (AISPC) is Increasingly Important for Accountants*AISPC Policy Best Practices*Key Tactical Questions for Addressing Data Security and Privacy*OpenAI and Compliance with Government Regulations*OpenAI and Two-Factor Authentication*Other OpenAI Security, Privacy and Compliance Considerations*Best Practices for Secure Data Sharing with GPT*How to Create a GenAI and ChatGPT Usage Policy for Your Operations*General AI Policy Do's and Don'ts*AI Copyright Compliance & Protection Guide*Deepfakes and Synthetic Media: A New Frontier for Fraud and Misinformation*From Financial Oversight to AI Governance: The Sarbanes-Oxley Legacy and Accountants' New Frontier in AI Security, Privacy, Compliance and Ethics*Key Takeaways | |
| 9/24/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New How Recent Auditing Standards Improve Risk-Based Audits (Webinar) (25WX-2538)25WX-2538 | *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 | |
| 9/5/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethics Based Leadership for Women (Webinar) (25WX-2239)25WX-2239 | *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 | |
| 8/18/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Ethical Intelligence for Artificial Intelligence (Webinar) (25WX-1992)25WX-1992 | *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 | |
| 8/4/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New How to Audit Expenses and Payables (Webinar) (25WX-2069)25WX-2069 | *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 | |
| 8/8/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Forensic Accounting: When The Office is a Crime Scene (Webinar) (25WX-2741)25WX-2741 | *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 | |
| 9/18/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Money Laundering 101 for CPAs (Webinar) (25WX-2120)25WX-2120 | *The theory of money laundering*Common money laundering statutes*Examples from court cases of money laundering statutes*Common occurrences with CPAs*Possible money laundering transactions*Applying the money laundering statutes in real life scenarios | |
| 8/11/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Retaining Talent in a Competitive Marketplace (Webinar) (25WX-2800)25WX-2800 | *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 | |
| 9/22/2025 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Leverage PowerBI.com to Create Data Analysis for Others (Webinar) (25WX-2147)25WX-2147 | *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. | |
| 8/13/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The 10 Must Know Excel Features (Webinar) (25WX-2434)25WX-2434 | *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 | |
| 8/28/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Criminal Tax: How CPAs Bring Value to Defense Attorneys (Webinar) (25WX-2700)25WX-2700 | *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 | |
| 9/16/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethical Management of Conflict (Webinar) (25WX-2915)25WX-2915 | *Professionalism, conflict and ethics*Sources and approaches to conflict*Managing conflict from the inside: Awareness of human tendencies, human emotions, and gossip*Guidelines for managing conflict collaboratively | |
| 9/29/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Securing Your Data with a Password Management App (Webinar) (25WX-1835)25WX-1835 | *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 | |
| 7/25/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Accounting of the Soul: Making the World a Better Place (Webinar) (25WX-2875)25WX-2875 | *Overview of Virtue Ethics and the Common Good*Professionalism*The Virtue of Compassion*Gossip in the Workplace*Gratitude | |
| 9/26/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| New Accounting for the Gig Economy (Webinar) (25WX-2108)25WX-2108 | *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 | |
| 8/11/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Business Tax Update: Recent Developments (Webinar) (25WX-2176)25WX-2176 | *2024/25 legislation impacting business taxpayers*Extenders legislation update*Meals and entertainment expense reporting*Partnership and S corporation updateIncome and deductions | |
| 8/14/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accountants and Malpractice: Can We Get Sued for This? (Webinar) (25WX-2244)25WX-2244 | *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 | |
| 8/19/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Create Measures in Power BI That Define Your Metrics (Webinar) (25WX-2774)25WX-2774 | *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 | |
| 9/19/2025 | 9:30 a.m. - 1:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Synchronize Your Files to the Cloud With SharePoint (Webinar) (25WX-1731)25WX-1731 | *Overview of the OneDrive Sync app functionality*Step-by-step review and demonstration of how to deploy this appInstalling the Sync app on your local devices*Configuring the files and folders to synchronize toy your local device*Manage the locally stored files*Best practice tips for using the Sync app and avoiding common mistakes | |
| 7/19/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Hot Topics Audit and Attest Update (Webinar) (25WX-2517)25WX-2517 | *Recent quality improvements to the SASs and SSARs*Other matters that should be on your radar | |
| 9/4/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Implementing and Maintaining an Internal Control System (Webinar) (25WX-2923)25WX-2923 | *Control creation and implementation basics*Implementation and update procedures for an Internal Control system*Maintaining existing internal controls | |
| 9/29/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Clean, Transform and Load Data in Power BI (Webinar) (25WX-2549)25WX-2549 | *Introduction to Power Query in Power BI: Understanding the interface and basic functionalities*Data Cleaning Techniques: Removing duplicates, handling null values, and data type conversions*Data Transformation: Advanced methods for manipulating data, including pivoting, merging, and appending queries*Data Loading: Efficiently loading data into the Power BI data model*Document the Process Steps: Setting up details for each step in the process so you can document what is happening and why | |
| 9/5/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Recruit. Retain. Engage. Mastering LinkedIn for HR Success (Webinar) (25WX-1956)25WX-1956 | *How to pro-actively find, identify, and connect with new candidates from various sources within LinkedIn*Best practices for organically attracting candidates to your company and team*Strategic talent networking opportunities*Essential considerations of employee advocacy and brand building using LinkedIn*Retention strategies such as promoting a positive work environment, and expanding employee recognition and engagement strategies | |
| 8/1/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| A Culture of Regulatory Ethics: A Competitive Advantage (Webinar) (25WX-1733)25WX-1733 | *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 | |
| 7/19/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| Criminal Tax: How CPAs Bring Value to Defense Attorneys (Webinar) (25WX-2166)25WX-2166 | *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 | |
| 8/13/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Microsoft 365: Save More Time, Make More Money (Webinar) (25WX-2047)25WX-2047 | *Appreciate the full potential of Microsoft 365 to drive efficiency in your business*Learn best practices for harnessing the power of Microsoft 365*Design your Teams app setup to meet the unique attributes of your business*Use SharePoint and OneDrive to organize your files and share them securely internally and externally*Organize your thoughts, meeting notes and other content centrally in OneNote*Manage your projects, large and small, with the Planner app*Deploy the Stream app to document processes efficiently and effectively*Bonus Content: Understand how to harness the power of AI with Microsoft Copilot | |
| 8/6/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Ethical Considerations of the New AICPA SSTS Rules (Webinar) (25WX-2692)25WX-2692 | *Review of the new AICPA Statement on Standards for Tax Services*Reorganization of SSTS by type of work performed*Discuss new standards on data protection, reliance on tools and representation of tax clients before taxing authorities | |
| 9/16/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Supporting Mental Wellness to Thrive in Work and Life (Webinar) (25WX-2657)25WX-2657 | *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 | |
| 9/13/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Becoming Conflict Competent (Webinar) (25WX-2268)25WX-2268 | *Levels of conflict*Strategies to de-escalate conflict*Distinction between miscommunication and conflict*Responses to conflict*Tactics to address, rather than avoid, conflict | |
| 8/20/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Controls to Secure the Growing Digital Footprint (Webinar) (25WX-1840)25WX-1840 | *Securing individual documents*Protecting information resident in the Cloud*Securing data stored on or accessed by mobile devices | |
| 7/25/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New SEC Case Studies: Ethical Dilemmas in Finance and Accounting (Webinar) (25WX-1995)25WX-1995 | *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 | |
| 8/4/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Ethics: IRS Behavioral Insights for Accountants (Webinar) (25WX-2763)25WX-2763 | *Behavioral insights (BI) PrimerHow and why BI are used by the IRSIRS and individual decision-making*IRS and environmental and design considerations*IRS and social norms*IRS "top of mind" issues BI and Implementation of tax reform legislation BI and private debt collection*BI and online taxpayer accounts*BI and taxpayer rights in "real" vs. "unreal" audits*BI and the tax-exempt approval process*BI and passport renewal and revocation*How to use BI to more mindfully interact with the IRS to improve outcomes | |
| 9/19/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Forensic Accounting: Crafting Expert Reports (Webinar) (25WX-2193)25WX-2193 | *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 | |
| 8/14/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| New Microsoft Teams: Everything You Need to Know From A to Z (Webinar) (25WX-2574)25WX-2574 | *Understanding the "big picture" of the role the Teams app plays in your Microsoft 365 ecosystem*How to effectively design your teams/channels configuration*Detailed review of all the features for creating conversation posts*Detailed review of all the features for creating, editing and managing Office files within the Teams app*How to use the search features to find Teams content instantly*Step by step review of how to host and participate in Teams online meetings*Using Teams calling features for your phone system*How to manage your notification settings in Teams | |
| 9/8/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Microsoft 365: Save More Time, Make More Money (Webinar) (25WX-1800)25WX-1800 | *Appreciate the full potential of Microsoft 365 to drive efficiency in your business*Learn best practices for harnessing the power of Microsoft 365*Design your Teams app setup to meet the unique attributes of your business*Use SharePoint and OneDrive to organize your files and share them securely internally and externally*Organize your thoughts, meeting notes and other content centrally in OneNote*Manage your projects, large and small, with the Planner app*Deploy the Stream app to document processes efficiently and effectively*Bonus Content: Understand how to harness the power of AI with Microsoft Copilot | |
| 7/23/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Microsoft Outlook "Must Know" Email Tips (Webinar) (25WX-2232)25WX-2232 | *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 | |
| 8/18/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethics: IRS Criminal Investigations -- Key Lessons for Accountants (Webinar) (25WX-2033)25WX-2033 | *Snapshot of IRS Criminal Investigations*General tax fraud*Abusive tax schemes*Refund fraud*Employment tax fraud*Identity theft*Data compromises*Money laundering*Public corruption*Corporate fraud*General frauds*Cyber crimes*Global tax and economic crimes*Narcotics, counter-terrorism and transnational organized crime*Selected Field Office Case Files from Across US*How accountants can add value to their operations by aiding law enforcement and fighting economic crime | |
| 8/6/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Revision to Government Auditing Standards Impact (Webinar) (25WX-1946)25WX-1946 | *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 | |
| 8/1/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Forensic Accounting: Finding Hidden Treasure in Tax Returns (Webinar) (25WX-2290)25WX-2290 | *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 | |
| 8/20/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| How AI is Automating Internal Control (Webinar) (25WX-1823)25WX-1823 | *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 | |
| 7/24/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Unlock the Power of AI with Copilot in Excel (Webinar) (25WX-2515)25WX-2515 | *Introduction to Copilot in Excel*Automating Tasks and Enhancing Productivity*Advanced Data Insights with Copilot | |
| 9/4/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New AI Lessons Learned for Accountants (Webinar) (25WX-1862)25WX-1862 | *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 | |
| 7/28/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Selected Ethics Topics 2025 (Webinar) (25WX-2431)25WX-2431 | *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 | |
| 8/28/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| You Don't Know What You Don't Know About Microsoft Excel (Webinar) (25WX-2384)25WX-2384 | *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*Note: 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. | |
| 8/26/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Clean, Transform and Load Data in Power BI (Webinar) (25WX-1843)25WX-1843 | *Introduction to Power Query in Power BI: Understanding the interface and basic functionalities*Data Cleaning Techniques: Removing duplicates, handling null values, and data type conversions*Data Transformation: Advanced methods for manipulating data, including pivoting, merging, and appending queries*Data Loading: Efficiently loading data into the Power BI data model*Document the Process Steps: Setting up details for each step in the process so you can document what is happening and why | |
| 7/25/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Side-Hustle CFO (Webinar) (25WX-1783)25WX-1783 | *The systems you need to start your own advisory service*Information on how to package, price and market your business*Transforming accounting knowledge into expertise you can sell | |
| 7/23/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Ethics: 10 Crucial Qualities of High Character CPAs (Webinar) (25WX-1829)25WX-1829 | *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 | |
| 7/25/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Learning to Teach Tax as a Second Language (Webinar) (25WX-2510)25WX-2510 | *Accounting as a foreign language*Commonly misunderstood concepts*Communicating tax matters*Client-practitioner interactionsInteracting with tax authorities | |
| 9/3/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Using ChatGPT with Excel (Webinar) (25WX-2667)25WX-2667 | *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 | |
| 9/15/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Determining Reasonable Compensation for Owner Employees (Webinar) (25WX-2970)25WX-2970 | *An analytical framework for analyzing and opining on reasonable replacement compensation for owner-employees of closely held businesses and professional practices in the context of tax planning, compliance, management consulting and business appraisal assignments*Executive compensation components, including the valuation of non-qualified plans and restricted stock units | |
| 10/1/2025 | 9 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Understanding and Creating an Internal Control System (Webinar) (25WX-1816)25WX-1816 | *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 | |
| 7/24/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Al Capone to Cybercrime: The Journey of IRS Special Agents (Webinar) (25WX-2083)25WX-2083 | *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 | |
| 8/8/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Navigating IRS Correspondence: Responding to IRS Letters (Webinar) (25WX-2013)25WX-2013 | *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 | |
| 8/5/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How AI is Automating Internal Control (Webinar) (25WX-2553)25WX-2553 | *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 | |
| 9/5/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Fraud, Controls and Ethics: Best Practices and Case Studies (Webinar) (25WX-2637)25WX-2637 | *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 | |
| 9/12/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
| More Money: Strategic Ways to Improve Cash Flow (Webinar) (25WX-2168)25WX-2168 | *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 | |
| 8/13/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New CPAxPACK Bundle: Unlock Power BI with Comprehensive Data Analysis (Webinar) (25WX-2490)25WX-2490 | *Course 1: Get started with Power BI | CPE: 2 | Description: The course will cover Excel's Power BI tools - Power Pivot, for advanced data modeling, and Power Query, for efficient data transformation and preparation. This segment is essential for understanding how Power BI extends and enhances the data processing and analytical capabilities of Excel. The second section of the course delves into the standalone Power BI tools. *Course 2: Clean, transform & load data in Power BI | CPE: 2 | Description: This intensive 2-hour course is designed specifically for those aiming to master data management skills in the modern business environment. As data becomes increasingly central to accounting and financial analysis, the ability to effectively manage, clean, and transform this data is critical. This course delves into Microsoft Power Query, a potent tool within Excel and Power BI Desktop, known for its robust data processing capabilities. *Course 3: Create measures in Power BI that define your Metrics | CPE: 4 | Description: Starting with the foundational elements of DAX, you'll rapidly progress to tackle advanced formulas and time-intelligent functions, essential for nuanced data analysis. The highlight of the course is the emphasis on the DAX calculation process, a crucial aspect for validating measures in Power BI. Additionally, the practical application of PivotTables for measure validation will equip you with the skills to confirm the accuracy and effectiveness of your data measures. These advanced techniques are not just theoretical concepts but are presented through engaging, real-world scenarios, enabling you to apply your learning immediately to your daily tasks. *Course 4: Power BI - Bringing It All Together for Data Analysis | CPE: 2 | Description: Building on the foundational knowledge from previous courses, this session focuses on the crucial next steps after creating data models and measures, guiding participants on how to fully utilize the potential of these tools to uncover insights and create impactful, actionable visualizations. This course takes a deep dive into the critical aspects of using Power BI to its fullest potential, emphasizing a holistic approach to data analytics. You'll learn how to build a streamlined workflow, ensuring every step in your data journey contributes to actionable insights. | |
| 9/2/2025 | 8 a.m. - 4 p.m. | Online | 10 CPE (0 tech, 10 non-tech) | |
| New Beyond the Basics: Financial Ratios You Might Be Overlooking (Webinar) (25WX-2100)25WX-2100 | *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 | |
| 8/11/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Taxation of the Cannabis Industry (Webinar) (25WX-2355)25WX-2355 | *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 | |
| 8/25/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Controls to Secure the Growing Digital Footprint (Webinar) (25WX-2059)25WX-2059 | *Securing individual documents*Protecting information resident in the Cloud*Securing data stored on or accessed by mobile devices | |
| 8/7/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Lessons on Fraud Prevention from Sam Bankman-Fried's Crypto (Webinar) (25WX-2952)25WX-2952 | *What starts a government investigation for white-collar crime?*What is an indictment?*What is extradition?*What are pre-trial proceedings?*What is a mitigation strategy?*What is a plea agreement?*What is discovery in a criminal case?*What factors influence a sentence in a white-collar crime?*What collateral consequences follow for people convicted of business-related crime? | |
| 10/1/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| ChatGPT for Accountants: 50+ Use Cases (Webinar) (25WX-1844)25WX-1844 | *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 | |
| 7/25/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Coaching the Next Generation of CPAs (Webinar) (25WX-2628)25WX-2628 | *Building a high-performing team comprised of multi-generational workers*How to effectively communicate with the millennial worker*Leveraging younger staff in business development opportunities*Measuring the productivity of a millennial workforce | |
| 9/11/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Advanced Excel: Hidden Secrets and Gems (Webinar) (25WX-2080)25WX-2080 | *Awareness of advanced functions*Creative methods for data manipulation*Using intellectual curiosity and professional skepticism to develop a problem-solving mentality*Real-life examples of innovative ways to analyze and report data with Excel*Using Excel to perform e-mail merges*Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox*Enhance creativity in your approach to developing Excel models | |
| 8/8/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Forensic Accounting: When The Office is a Crime Scene (Webinar) (25WX-2213)25WX-2213 | *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 | |
| 8/15/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Coaching the Next Generation of CPAs (Webinar) (25WX-1751)25WX-1751 | *Building a high-performing team comprised of multi-generational workers*How to effectively communicate with the millennial worker*Leveraging younger staff in business development opportunities*Measuring the productivity of a millennial workforce | |
| 7/21/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Technology Trends Update for CPAs With John Higgins (Webinar) (25WX-2905)25WX-2905 | *Role of cloud computing as the foundation for all tech trends*Big data and data analytics the new frontier for CPAs*Workflow automation with RPA, ML and AI with a focus on ChatGPT*Blockchain technology, the revolutionary data storage model*Cryptocurrency 15 years later, an update on the market and technology*Metaverse - what's it all about*Cloud based financial and ERP software market update | |
| 9/27/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New CPA to CFO (Webinar) (25WX-2394)25WX-2394 | *The steps necessary to effectively transform a tax or accounting practice into an advisory service*What it means to be a CFO/advisor to small-to-medium sizes businesses*What qualifications are necessary to offer an advisory service*How to find and convert leads and how to price and package services, including combining advisory services with the firm's current offerings | |
| 8/27/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Recruit. Retain. Engage. Mastering LinkedIn for HR Success (Webinar) (25WX-2472)25WX-2472 | *How to pro-actively find, identify, and connect with new candidates from various sources within LinkedIn*Best practices for organically attracting candidates to your company and team*Strategic talent networking opportunities*Essential considerations of employee advocacy and brand building using LinkedIn*Retention strategies such as promoting a positive work environment, and expanding employee recognition and engagement strategies | |
| 9/2/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New What's Going on at the FASB (Webinar) (25WX-2127)25WX-2127 | *Accounting Standard Updates effective in 2024 for public entities, private entities, and not-for-profits*Review year 2 implications of the leases standard including modification accounting*A look at the projects identified by the FASB's Invitation to Comment: Agenda Consultation | |
| 8/12/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Entertainment, Meals and Travel Expenses: Review and Update (Webinar) (25WX-2227)25WX-2227 | *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 | |
| 8/18/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Controls to Secure the Growing Digital Footprint (Webinar) (25WX-2508)25WX-2508 | *Securing individual documents*Protecting information resident in the Cloud*Securing data stored on or accessed by mobile devices | |
| 9/3/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Reasonable Compensation for S Corps (Webinar) (25WX-2725)25WX-2725 | *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 | |
| 9/17/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CFO and Controller Critical Skills: Budgeting and Forecasting (Webinar) (25WX-2507)25WX-2507 | *Overview of budgeting tools*Overview of difference between budgeting and forecasting*Examples of various budgeting and forecasting techniques | |
| 9/3/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Side-Hustle CFO (Webinar) (25WX-2223)25WX-2223 | *The systems you need to start your own advisory service*Information on how to package, price and market your business*Transforming accounting knowledge into expertise you can sell | |
| 8/18/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| ChatGPT for Accountants: 50+ Use Cases (Webinar) (25WX-2704)25WX-2704 | *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 | |
| 9/16/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Google Gemini AI for Accountants (Webinar) (25WX-2779)25WX-2779 | *Google Gemini Quick Start*Gemini Standalone Chatbot*Mobile App*Gemini integration with: Workspace, Gmail,Docs, Sheets, Slides*User Tips | |
| 9/20/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Erase the Mark: Best Practices in Penalty Abatement (Webinar) (25WX-2723)25WX-2723 | *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 | |
| 9/17/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Love it or Leave it: Engagement and Retention at Work (Webinar) (25WX-1798)25WX-1798 | *Ethical values and engagement and retention*Enhancing employee engagement*Strategic/intentional actions to enhance retention*Generation X | |
| 7/23/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 1 Ethics |
| New CPAxPACK Bundle: AI-Powered Accounting (Webinar) (25WX-2975)25WX-2975 | *Course 1: Unlock the Power of AI with Copilot in Excel | Field of Study: Computer Software & Applications | CPE: 2 | Description: In the ever-evolving world of data analytics and business intelligence, Microsoft Excel continues to be an indispensable tool for professionals across industries. With the introduction of Copilot, Microsoft has integrated the power of artificial intelligence directly into Excel, revolutionizing how users work with data. This 2-hour interactive course, Unlock the Power of AI with Copilot in Excel, provides a comprehensive overview of how Copilot transforms traditional Excel workflows into dynamic, AI-driven processes, enabling users to accomplish tasks faster, more accurately, and with less manual effort. During this course, you'll discover how Copilot leverages AI to enhance productivity and streamline operations. Whether you're a seasoned Excel user or just beginning your journey, this course will guide you through practical applications and best practices to make the most of Copilot's capabilities. Through hands-on demonstrations and real-world examples, you'll see how Copilot can save time, improve decision-making, and elevate your analytical skills to new heights. This course not only focuses on the technical aspects of Copilot but also highlights its potential to transform your day-to-day work, from automating repetitive tasks to uncovering trends and insights you might otherwise overlook. By the end of the session, you'll be equipped with the knowledge and confidence to integrate Copilot into your workflows and unlock its full potential in Microsoft Excel. *Course 2: AI Prompt Engineering Masterclass for Accountants | Field of Study: Information Technology | CPE: 2 | Description: An advanced guide to prompting techniques that maximize AI efficiency and precision in everyday business research, operational due diligence and accounting tasks. Designed for accountants with no prior AI knowledge, the session explores how simple language and strategic prompting can unlock powerful, layered responses from large language models (LLMs). Participants will learn to overcome the "lazy" defaults of AI, using specific techniques to enhance detail, accuracy, and contextual understanding in their queries. By understanding prompt engineering's role, attendees will discover how to guide AI to provide practical, relevant, and analytical insights suited to complex financial scenarios, without needing extensive technical expertise. *Course 3: AI for CPAs - How it Works and How to Apply it | Field of Study: Information Technology | CPE: 4 | Description: Generative AI tools such as ChatGPT, Microsoft Copilot, Google Gemini and many others are transforming the digital landscape of virtually every business, including CPA firms. We will demystify the complex world of generative AI in this informative session designed specifically for CPAs. We will break down the nuts and bolts of how generative AI works, making the technical aspects accessible and relevant. Equip yourself with the foundational knowledge to leverage AI in your practice or business. You will learn multiple examples of how you can apply generative AI tools in accounting, finance and tax to boost your team's productivity and improve the quality of your work product. *Course 4: 1040 Tax Prep Automation with AI Tools | Field of Study: Taxes | CPE: 2 | Description: There has never been a greater opportunity to leverage technology tools to automate various aspects of 1040 tax preparation. This course will provide specific examples of how you can use AI (artificial intelligence) based tools to complement your core 1040 tax prep software. You will learn how to leverage AI to automate the collection and organization of client source documents, enhance the engagement management process and add value to your 1040 service through AI enhanced 1040 advisory services. This course will separate the hype from reality about AI and how it can be used in 1040 tax preparation. *Course 5: How AI Fits into the Accounting World | Field of Study: Accounting | CPE: 2 | Description: This session is designed as a primer to introduce artificial intelligence (AI) and to discuss how it will impact accountants as they work. The material will briefly explain what AI is and then focus on ways that it is already serving those in the accounting realm. It will close with a look at future AI-centric developments that will have great potential to positively impact the accounting profession. Those wishing to gain an understanding of what artificial intelligence is and how it will be used by accountants should consider attending this session. | |
| 10/1/2025 | 8 a.m. - 4 p.m. | Online | 12 CPE (10 tech, 2 non-tech) | |
| Defining Where and Why Internal Controls are Needed (Webinar) (25WX-3025)25WX-3025 | *Control design basics*Areas or segments of an enterprise to control*Controls to reduce risk*Controls to drive operations | |
| 10/3/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Best Non-Google Search Tools for Accountants (Webinar) (25WX-1742)25WX-1742 | *Why Advanced Search Skills Are So Critical for Accountants*Why You Need More than Google to Search the Internet*GARP: Generally Accepted Research Principles*Alternatives to Google*Advisory Search*Social Search*Specialty search*Search Engine resources*What's Ahead in Search | |
| 7/21/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| S Corporations: Calculating Shareholder Basis (Webinar) (25WX-2458)25WX-2458 | *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 | |
| 8/29/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How Much Are Your Ethics Worth? (Webinar) (25WX-2009)25WX-2009 | *Understanding ethics*Available tools to aid in ethical decision making*The role of bias in making ethical decisions*Application through case studies | |
| 8/5/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New CPAxPACK Bundle: The Ultimate IRS Guide -- Forms and Collections (Webinar) (25WX-2475)25WX-2475 | *Course 1: Navigating IRS Authorizations: Understanding Power of Attorney (Form 2848) and Tax Information Authorization (Form 8821) | CPE: 2 | Description: Providing a practical overview of the IRS Power of Attorney, Form 2848, and IRS Tax Information Authorization, Form 8821. Participants will explore the differences between these forms, understand when each is required, and how to comply with IRS requirements for representing clients and accessing their tax information. The course will cover practical issues, ethical considerations, and best practices for managing client authorizations through the IRS Centralized Authorization File (CAF) system. *Course 2: Navigating IRS Collections: Overview of Form 433 & Offer in Compromise | CPE: 2 | Description: This course highlights when to use Form 433-A or 433-B, along with documents needed to effectively submit an Offer in Compromise (OIC) or Installments Agreement. Settling tax debts is an important part of the IRS collection process, this course helps guide taxpayer representatives through the process so they may efficiently complete these necessary forms. *Course 3: Navigating IRS Collections: The Collection Process | CPE: 2 | Description: This course is designed for tax professionals seeking to understand and navigate the IRS collection process effectively. Participants will gain in-depth knowledge of the various collection methods employed by the IRS, including liens, levies and wage garnishments. Addition all, participants will learn strategies to avoid or halt collection actions and the implications of the statute of limitations on tax collection. *Course 4: Navigating IRS Correspondence: Effectively Responding to IRS Letters | CPE: 2 | Description: Participants will learn how to interpret the most common IRS correspondence, adhere to response deadlines, and effectively communicate with the IRS to resolve issues and minimize risks. It provides professionals with knowledge and strategies needed to handle the most common notices including audit requests, collections & return inquiries as well as error notices. Focusing on best practices to ensure compliance and avoiding penalties or escalation. | |
| 9/2/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Ethical Intelligence for Artificial Intelligence (Webinar) (25WX-2849)25WX-2849 | *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 | |
| 9/24/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Professional Ethical Considerations for CPAs (Webinar) (25WX-1706)25WX-1706 | *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 | |
| 7/18/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Build a Data Model for Analysis in Power BI (Webinar) (25WX-2269)25WX-2269 | *Data Modeling Essentials: Understanding the core concepts of data modeling in Power BI, including integration of various data sources*Building Relationships: Techniques to establish and manage relationships between different data sets*Calculated Columns and Basic DAX Measures: Introduction to DAX (Data Analysis Expressions) and its application in creating calculated columns and basic measures*Calculated Columns vs Measures: Insights into when to use calculated columns and when to opt for measures*Explicit vs Implicit Measures: Understanding the difference and appropriate application of explicit and implicit measures in data analysis*Hierarchies in Data: Creating and utilizing hierarchies to enhance data analysis and reporting*Using Pivot Tables to Validate Measures: Practical skills in using pivot tables within Power BI to validate and refine measures | |
| 8/20/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Grading Your Auditors: Are You Getting the Most Value? (Webinar) (25WX-3023)25WX-3023 | *Limitations in roles and responsibilities an auditor can accept without impairing independence*Assessing the strength of your auditor's ability to think critically, strategically, and creatively in appropriate circumstances*Evaluating your auditor's time and project management stills*Grading your auditor's communication and interpersonal skills, in exceeding your expectations on an audit | |
| 10/3/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Microsoft Teams: Everything You Need to Know From A to Z (Webinar) (25WX-2022)25WX-2022 | *Understanding the "big picture" of the role the Teams app plays in your Microsoft 365 ecosystem*How to effectively design your teams/channels configuration*Detailed review of all the features for creating conversation posts*Detailed review of all the features for creating, editing and managing Office files within the Teams app*How to use the search features to find Teams content instantly*Step by step review of how to host and participate in Teams online meetings*Using Teams calling features for your phone system*How to manage your notification settings in Teams | |
| 8/5/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Ethical Considerations of the New AICPA SSTS Rules (Webinar) (25WX-2398)25WX-2398 | *Review of the new AICPA Statement on Standards for Tax Services*Reorganization of SSTS by type of work performed*Discuss new standards on data protection, reliance on tools and representation of tax clients before taxing authorities | |
| 8/27/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Forensic Accounting: Finding Hidden Treasure in Tax Returns (Webinar) (25WX-2484)25WX-2484 | *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 | |
| 9/2/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New How Recent Auditing Standards Improve Risk-Based Audits (Webinar) (25WX-2986)25WX-2986 | *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 | |
| 10/2/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| How Fraud Can Affect Smaller Organizations (Webinar) (25WX-2439)25WX-2439 | *The reasons for fraud*Fraudulent acts that are initiated against smaller organizations*Methods to stop fraud attempts against small businesses | |
| 8/28/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Bumper Sticker Ethics v. Professional Ethics (Webinar) (25WX-2740)25WX-2740 | *Introduction: "Bumper Sticker Ethics"*Thinking About Ethics: Digging a Little Deeper*Compare: Principles of Professional Ethics in Accounting*Case Study: Frank v. Dana Corp.*Conclusion: The Conceptual Framework as an Ethics Resource | |
| 9/18/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| New Al Capone to Cybercrime: The Journey of IRS Special Agents (Webinar) (25WX-2928)25WX-2928 | *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 | |
| 9/29/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Navigating IRS Collections: The Collection Process (Webinar) (25WX-2696)25WX-2696 | *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 | |
| 9/16/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Google Gemini AI for Accountants (Webinar) (25WX-2351)25WX-2351 | *Google Gemini Quick Start*Gemini Standalone Chatbot*Mobile App*Gemini integration with: Workspace, Gmail,Docs, Sheets, Slides*User Tips | |
| 8/25/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| An Ethical Approach to Mental Health Issues at Work (Webinar) (25WX-2402)25WX-2402 | *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 | |
| 8/27/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New CPA to CFO (Webinar) (25WX-3009)25WX-3009 | *The steps necessary to effectively transform a tax or accounting practice into an advisory service*What it means to be a CFO/advisor to small-to-medium sizes businesses*What qualifications are necessary to offer an advisory service*How to find and convert leads and how to price and package services, including combining advisory services with the firm's current offerings | |
| 10/3/2025 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Microsoft Outlook "Must Know" Email Tips (Webinar) (25WX-1770)25WX-1770 | *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 | |
| 7/22/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Comprehensive Accounting and Financial Reporting Update (Webinar) (25WX-2781)25WX-2781 | *CECL for nonfinancial institutions*Accounting for Paycheck Protection Program loans*Accounting for web-hosting services*Revenue recognition*Leases*FASB projects in progress | |
| 9/20/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New ChatGPT and Advanced Policy Manual Development for Accountants (Webinar) (25WX-2470)25WX-2470 | *Fundamentals of accounting policy manuals in traditional and AI contexts*The PRIME Method framework for AI-assisted policy development*Strategic implementation of AI tools including ChatGPT, Claude, and Copilot .Internal control and risk management policy creation*AI and generative AI usage policies for accounting firms*Sustainability and ESG reporting policy frameworks*Predictive analytics and forecasting policy development*Regulatory compliance considerations in AI-generated policies | |
| 9/2/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Tax Implications of Retirement Plan Distributions (Webinar) (25WX-1765)25WX-1765 | *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 | |
| 7/22/2025 | 12:30 - 1:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Advanced Excel for Staff: Build Reports and Analyze Data (Webinar) (25WX-1828)25WX-1828 | *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 | |
| 7/25/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Single Audit Update (Webinar) (25WX-1980)25WX-1980 | *Review of the impact of the 2024 Compliance Supplement on Single Audits*Review of the changes to the Uniform Guidance*Review of common audit deficiencies found in Single Audits | |
| 8/4/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethical Performance Management (Webinar) (25WX-2883)25WX-2883 | *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 | |
| 9/26/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Invest in Your Mental Health and Avoid Burnout (Webinar) (25WX-2078)25WX-2078 | *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 | |
| 8/8/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Technology Trends Update for CPAs With John Higgins (Webinar) (25WX-2462)25WX-2462 | *Role of cloud computing as the foundation for all tech trends*Big data and data analytics the new frontier for CPAs*Workflow automation with RPA, ML and AI with a focus on ChatGPT*Blockchain technology, the revolutionary data storage model*Cryptocurrency 15 years later, an update on the market and technology*Metaverse - what's it all about*Cloud based financial and ERP software market update | |
| 8/29/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The 10 Must Know Excel Features (Webinar) (25WX-2138)25WX-2138 | *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 | |
| 8/12/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Disrupt to Dominate: Mastering Change Leadership (Webinar) (25WX-2315)25WX-2315 | *The urgency of leading change now and 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 | |
| 8/21/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New A Working Parent's Guide to Prioritizing Mental Wellness (Webinar) (25WX-2051)25WX-2051 | *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 | |
| 8/7/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Risk Assessment Under SAS No. 145: The Key to Audit Quality? (Webinar) (25WX-1955)25WX-1955 | *New concepts due to the issuance of SAS No. 145*Revised requirement to separately assess inherent risk and control risk*A new definition of significant risk*New emphasis on IT controls and risk of material misstatement*New guidance on maintaining professional skepticism*Revised requirements to evaluate the design of certain controls*Revised requirements regarding audit documentation*New guidance on scalability | |
| 8/1/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Forensic Accounting: Court Approved Methods of Proof (Webinar) (25WX-2874)25WX-2874 | *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 | |
| 9/25/2025 | 9:30 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New AI Privacy, Security and Compliance Masterclass (Webinar) (25WX-1919)25WX-1919 | *Introduction: What is AI Security, Privacy and Compliance (AISPC)?*Why AI Security, Privacy and Compliance (AISPC) is Increasingly Important for Accountants*AISPC Policy Best Practices*Key Tactical Questions for Addressing Data Security and Privacy*OpenAI and Compliance with Government Regulations*OpenAI and Two-Factor Authentication*Other OpenAI Security, Privacy and Compliance Considerations*Best Practices for Secure Data Sharing with GPT*How to Create a GenAI and ChatGPT Usage Policy for Your Operations*General AI Policy Do's and Don'ts*AI Copyright Compliance & Protection Guide*Deepfakes and Synthetic Media: A New Frontier for Fraud and Misinformation*From Financial Oversight to AI Governance: The Sarbanes-Oxley Legacy and Accountants' New Frontier in AI Security, Privacy, Compliance and Ethics*Key Takeaways | |
| 7/30/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Learning to Teach Tax as a Second Language (Webinar) (25WX-2079)25WX-2079 | *Accounting as a foreign language*Commonly misunderstood concepts*Communicating tax matters*Client-practitioner interactionsInteracting with tax authorities | |
| 8/8/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Tax Depreciation: Review and Update (Webinar) (25WX-2902)25WX-2902 | *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 | |
| 9/27/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Advanced ChatGPT for Accountants (Webinar) (25WX-2940)25WX-2940 | *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 | |
| 9/30/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ChatGPT Bootcamp for CPAs with John Higgins (Webinar) (25WX-2060)25WX-2060 | *Review the history of ChatGPT*Tour of the ChatGPT app and how to use it*Setting up a ChatGPT account (free & premium)*Variety of hands-on case study examples for accounting, finance and tax*A look under the hood at how ChatGPT works*Caution - how to avoid risks in using ChatGPT*A look into the future potential for AI in business | |
| 8/7/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New AI FAQs for Accountants (Webinar) (25WX-2522)25WX-2522 | *Fundamentals of AI and how it differs from traditional accounting software*Generative AI, AI agents, and embedded AI applications in accounting*AI-powered automation for routine accounting tasks and workflows*Data security and privacy considerations in digital accounting environments*Strategies for maintaining client relationships while embracing automation*Future trends including frontier AI models and embodied AI (robotics)*Practical implementation of AI tools in accounting practice management | |
| 9/4/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Yellow Book Ethics (Webinar) (25WX-1764)25WX-1764 | *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 | |
| 7/22/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New CFO and Controller Critical Skills: Budgeting and Forecasting (Webinar) (25WX-2357)25WX-2357 | *Overview of budgeting tools*Overview of difference between budgeting and forecasting*Examples of various budgeting and forecasting techniques | |
| 8/25/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics of AI: A CPA's Guide (Webinar) (25WX-2264)25WX-2264 | *A primer on AI technology applications in the accounting profession*Ethical dilemmas that originate from the use of AI by CPAs*Practical guidelines for using AI technology ethically*Step by step guide for creating an AI usage policy for your organization*Review of a variety of reference materials to assist you in using AI ethically | |
| 8/19/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Behind the Curtain: Exploring IRS Audit Technique Guides (Webinar) (25WX-1818)25WX-1818 | *Overview of ATGs*Best practices for utilizing ATGs*Salient provisions of selected ATGs*Insights auditors may obtain from analytical procedures*Nuances associated with selected industries | |
| 7/24/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Common Financial Statement Disclosures (Webinar) (25WX-2583)25WX-2583 | *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 | |
| 9/9/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Side-Hustle CFO (Webinar) (25WX-2028)25WX-2028 | *The systems you need to start your own advisory service*Information on how to package, price and market your business*Transforming accounting knowledge into expertise you can sell | |
| 8/6/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Noble Leadership: An Ethical Approach (Webinar) (25WX-2205)25WX-2205 | *Leadership Definition*Virtue Ethics*Relationship of Virtue Ethics to Leadership*Characteristics of the Noble Leader*Actions to create a culture of respect and dignity | |
| 8/15/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| ChatGPT and Complex Financial and HR Conversations (Webinar) (25WX-2903)25WX-2903 | *Budget Allocation and Negotiation Techniques*Compensation and Benefits Structuring*Managing Financial Performance and Layoffs*Financial and HR Aspects of Mergers and Acquisitions*Regulatory Compliance and Ethical Financial Practices*Strategies for Financial Crisis Management*Effective Performance Management Systems | |
| 9/27/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Self-Rental Real Estate: Passive Activity and Section 199A (Webinar) (25WX-2164)25WX-2164 | *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 | |
| 8/13/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Build a Data Model for Analysis in Power BI (Webinar) (25WX-2192)25WX-2192 | *Data Modeling Essentials: Understanding the core concepts of data modeling in Power BI, including integration of various data sources*Building Relationships: Techniques to establish and manage relationships between different data sets*Calculated Columns and Basic DAX Measures: Introduction to DAX (Data Analysis Expressions) and its application in creating calculated columns and basic measures*Calculated Columns vs Measures: Insights into when to use calculated columns and when to opt for measures*Explicit vs Implicit Measures: Understanding the difference and appropriate application of explicit and implicit measures in data analysis*Hierarchies in Data: Creating and utilizing hierarchies to enhance data analysis and reporting*Using Pivot Tables to Validate Measures: Practical skills in using pivot tables within Power BI to validate and refine measures | |
| 8/14/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Ethics: IRS Behavioral Insights for Accountants (Webinar) (25WX-2374)25WX-2374 | *Behavioral insights (BI) PrimerHow and why BI are used by the IRSIRS and individual decision-making*IRS and environmental and design considerations*IRS and social norms*IRS "top of mind" issues BI and Implementation of tax reform legislation BI and private debt collection*BI and online taxpayer accounts*BI and taxpayer rights in "real" vs. "unreal" audits*BI and the tax-exempt approval process*BI and passport renewal and revocation*How to use BI to more mindfully interact with the IRS to improve outcomes | |
| 8/26/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Written Information Security Plans (Webinar) (25WX-2057)25WX-2057 | *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 | |
| 8/7/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Take Command of Your Time (Webinar) (25WX-2506)25WX-2506 | *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) | |
| 9/3/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Accounting for the Gig Economy (Webinar) (25WX-2766)25WX-2766 | *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 | |
| 9/19/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Best Non-Google Search Tools for Accountants (Webinar) (25WX-2862)25WX-2862 | *Why Advanced Search Skills Are So Critical for Accountants*Why You Need More than Google to Search the Internet*GARP: Generally Accepted Research Principles*Alternatives to Google*Advisory Search*Social Search*Specialty search*Search Engine resources*What's Ahead in Search | |
| 9/25/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Accounting & Auditing Update for Small Businesses (Webinar) (25WX-1755)25WX-1755 | *Accounting Standards Updates (ASUs) that are most likely to impact small businesses*ASUs initiated by the Private Company Council (PCC)*Alternative reporting options to GAAP including FRF for SMEs and IFRS for SMEs*Audit standards that small business auditors will need to implement | |
| 7/21/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Business Tax Update: Recent Developments (Webinar) (25WX-2427)25WX-2427 | *2024/25 legislation impacting business taxpayers*Extenders legislation update*Meals and entertainment expense reporting*Partnership and S corporation updateIncome and deductions | |
| 8/28/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Installment sales: Maximize Tax Benefits and Stay Compliant (Webinar) (25WX-2602)25WX-2602 | *Installment sale treatment eligibility*When to elect out of installment sale treatment*Installment sale of business assets*Installment sale default and the rules for personal property versus real property*Installment sales and depreciation recapture | |
| 9/10/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Becoming Conflict Competent (Webinar) (25WX-1758)25WX-1758 | *Levels of conflict*Strategies to de-escalate conflict*Distinction between miscommunication and conflict*Responses to conflict*Tactics to address, rather than avoid, conflict | |
| 7/22/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| More Money: Strategic Ways to Improve Cash Flow (Webinar) (25WX-2531)25WX-2531 | *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 | |
| 9/4/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Synchronize Your Files to the Cloud With SharePoint (Webinar) (25WX-2109)25WX-2109 | *Overview of the OneDrive Sync app functionality*Step-by-step review and demonstration of how to deploy this appInstalling the Sync app on your local devices*Configuring the files and folders to synchronize toy your local device*Manage the locally stored files*Best practice tips for using the Sync app and avoiding common mistakes | |
| 8/11/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethics and Technology for CPAs (Webinar) (25WX-2014)25WX-2014 | *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 | |
| 8/5/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Microsoft 365 Application Lightning Round Review (Webinar) (25WX-2404)25WX-2404 | *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 365SharePoint / 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 | |
| 8/27/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New How to Build a Custom AI Chatbot and GPT in Plain English (Webinar) (25WX-2436)25WX-2436 | *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 | |
| 8/28/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Internal Control: Testing for Operating Effectiveness (Webinar) (25WX-2871)25WX-2871 | *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 | |
| 9/25/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Fraud, Controls and Ethics: Best Practices and Case Studies (Webinar) (25WX-2806)25WX-2806 | *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 | |
| 9/22/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
| New CPAxPACK Bundle: AI-Powered Accounting (Webinar) (25WX-2485)25WX-2485 | *Course 1: Unlock the Power of AI with Copilot in Excel | Field of Study: Computer Software & Applications | CPE: 2 | Description: In the ever-evolving world of data analytics and business intelligence, Microsoft Excel continues to be an indispensable tool for professionals across industries. With the introduction of Copilot, Microsoft has integrated the power of artificial intelligence directly into Excel, revolutionizing how users work with data. This 2-hour interactive course, Unlock the Power of AI with Copilot in Excel, provides a comprehensive overview of how Copilot transforms traditional Excel workflows into dynamic, AI-driven processes, enabling users to accomplish tasks faster, more accurately, and with less manual effort. During this course, you'll discover how Copilot leverages AI to enhance productivity and streamline operations. Whether you're a seasoned Excel user or just beginning your journey, this course will guide you through practical applications and best practices to make the most of Copilot's capabilities. Through hands-on demonstrations and real-world examples, you'll see how Copilot can save time, improve decision-making, and elevate your analytical skills to new heights. This course not only focuses on the technical aspects of Copilot but also highlights its potential to transform your day-to-day work, from automating repetitive tasks to uncovering trends and insights you might otherwise overlook. By the end of the session, you'll be equipped with the knowledge and confidence to integrate Copilot into your workflows and unlock its full potential in Microsoft Excel. *Course 2: AI Prompt Engineering Masterclass for Accountants | Field of Study: Information Technology | CPE: 2 | Description: An advanced guide to prompting techniques that maximize AI efficiency and precision in everyday business research, operational due diligence and accounting tasks. Designed for accountants with no prior AI knowledge, the session explores how simple language and strategic prompting can unlock powerful, layered responses from large language models (LLMs). Participants will learn to overcome the "lazy" defaults of AI, using specific techniques to enhance detail, accuracy, and contextual understanding in their queries. By understanding prompt engineering's role, attendees will discover how to guide AI to provide practical, relevant, and analytical insights suited to complex financial scenarios, without needing extensive technical expertise. *Course 3: AI for CPAs - How it Works and How to Apply it | Field of Study: Information Technology | CPE: 4 | Description: Generative AI tools such as ChatGPT, Microsoft Copilot, Google Gemini and many others are transforming the digital landscape of virtually every business, including CPA firms. We will demystify the complex world of generative AI in this informative session designed specifically for CPAs. We will break down the nuts and bolts of how generative AI works, making the technical aspects accessible and relevant. Equip yourself with the foundational knowledge to leverage AI in your practice or business. You will learn multiple examples of how you can apply generative AI tools in accounting, finance and tax to boost your team's productivity and improve the quality of your work product. *Course 4: 1040 Tax Prep Automation with AI Tools | Field of Study: Taxes | CPE: 2 | Description: There has never been a greater opportunity to leverage technology tools to automate various aspects of 1040 tax preparation. This course will provide specific examples of how you can use AI (artificial intelligence) based tools to complement your core 1040 tax prep software. You will learn how to leverage AI to automate the collection and organization of client source documents, enhance the engagement management process and add value to your 1040 service through AI enhanced 1040 advisory services. This course will separate the hype from reality about AI and how it can be used in 1040 tax preparation. *Course 5: How AI Fits into the Accounting World | Field of Study: Accounting | CPE: 2 | Description: This session is designed as a primer to introduce artificial intelligence (AI) and to discuss how it will impact accountants as they work. The material will briefly explain what AI is and then focus on ways that it is already serving those in the accounting realm. It will close with a look at future AI-centric developments that will have great potential to positively impact the accounting profession. Those wishing to gain an understanding of what artificial intelligence is and how it will be used by accountants should consider attending this session. | |
| 9/2/2025 | 8 a.m. - 4 p.m. | Online | 12 CPE (10 tech, 2 non-tech) | |
| Criminal Tax: How CPAs Bring Value to Defense Attorneys (Webinar) (25WX-2971)25WX-2971 | *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 | |
| 10/1/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Leverage PowerBI.com to Create Data Analysis for Others (Webinar) (25WX-2345)25WX-2345 | *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. | |
| 8/25/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Tax Implications of Retirement Plan Distributions (Webinar) (25WX-2322)25WX-2322 | *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 | |
| 8/22/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Taxation of the Cannabis Industry (Webinar) (25WX-2132)25WX-2132 | *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 | |
| 8/12/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Accounting and Disclosure Issues After a Natural Disaster (Webinar) (25WX-1886)25WX-1886 | *Current and noncurrent asset impairment*Insurance claims and related recoveries*Debt and liquidity issues*Government assistance and relief*Subsequent Events*Lease modifcations*Other matters | |
| 7/29/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Casualty Losses: Disaster Relief Act of 2024 (Webinar) (25WX-2425)25WX-2425 | *Federal Disaster Relief Act provisions enacted in December, 2024*Comparison of personal use casualties with business/investment casualties*When to claim casualty losses*How to postpone casualty gains*Business casualty gains and depreciation recapture | |
| 8/28/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Will Your Ethics Be Burned by Burnout? (Webinar) (25WX-2684)25WX-2684 | *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 | |
| 9/15/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Noble Leadership: An Ethical Approach (Webinar) (25WX-2904)25WX-2904 | *Leadership Definition*Virtue Ethics*Relationship of Virtue Ethics to Leadership*Characteristics of the Noble Leader*Actions to create a culture of respect and dignity | |
| 9/27/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Accounting and Disclosure Issues After a Natural Disaster (Webinar) (25WX-2858)25WX-2858 | *Current and noncurrent asset impairment*Insurance claims and related recoveries*Debt and liquidity issues*Government assistance and relief*Subsequent Events*Lease modifcations*Other matters | |
| 9/25/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Common Financial Statement Disclosures (Webinar) (25WX-1850)25WX-1850 | *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 | |
| 7/26/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Securing Your Data with a Password Management App (Webinar) (25WX-2604)25WX-2604 | *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 | |
| 9/10/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Coping With the Growth of Online Fraud (Webinar) (25WX-2267)25WX-2267 | *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 | |
| 8/19/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| ChatGPT and Advanced Financial Analysis for Accountants (Webinar) (25WX-2917)25WX-2917 | *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 | |
| 9/29/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Seeing Beyond the Numbers: Analysis for CFOs and Controllers (Webinar) (25WX-2775)25WX-2775 | *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 | |
| 9/19/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Determining Reasonable Compensation for Owner Employees (Webinar) (25WX-1871)25WX-1871 | *An analytical framework for analyzing and opining on reasonable replacement compensation for owner-employees of closely held businesses and professional practices in the context of tax planning, compliance, management consulting and business appraisal assignments*Executive compensation components, including the valuation of non-qualified plans and restricted stock units | |
| 7/28/2025 | 8 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Yellow Book Update (Webinar) (25WX-2816)25WX-2816 | *Yellow Book engagements*Independence requirements in GAGAS*Quality management in Yellow Book*Common deficiencies found in Yellow Book engagements | |
| 9/23/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ChatGPT and Complex Financial and HR Conversations (Webinar) (25WX-3015)25WX-3015 | *Budget Allocation and Negotiation Techniques*Compensation and Benefits Structuring*Managing Financial Performance and Layoffs*Financial and HR Aspects of Mergers and Acquisitions*Regulatory Compliance and Ethical Financial Practices*Strategies for Financial Crisis Management*Effective Performance Management Systems | |
| 10/3/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Bumper Sticker Ethics v. Professional Ethics (Webinar) (25WX-1986)25WX-1986 | *Introduction: "Bumper Sticker Ethics"*Thinking About Ethics: Digging a Little Deeper*Compare: Principles of Professional Ethics in Accounting*Case Study: Frank v. Dana Corp.*Conclusion: The Conceptual Framework as an Ethics Resource | |
| 8/4/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Accounting of the Soul: Making the World a Better Place (Webinar) (25WX-2291)25WX-2291 | *Overview of Virtue Ethics and the Common Good*Professionalism*The Virtue of Compassion*Gossip in the Workplace*Gratitude | |
| 8/21/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Risk Assessment Under SAS No. 145: The Key to Audit Quality? (Webinar) (25WX-2697)25WX-2697 | *New concepts due to the issuance of SAS No. 145*Revised requirement to separately assess inherent risk and control risk*A new definition of significant risk*New emphasis on IT controls and risk of material misstatement*New guidance on maintaining professional skepticism*Revised requirements to evaluate the design of certain controls*Revised requirements regarding audit documentation*New guidance on scalability | |
| 9/16/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Mastering IRS Form 7217: Partnership Property Distributions (Webinar) (25WX-2198)25WX-2198 | *Property distributions in liquidation of a partner's interest*Section 751 and its impact on property distributions from a partnership*Mechanics of completing Form 7217 -- new for 2024*The Section 754 election and its role in partnership property distributions | |
| 8/15/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Ethical Considerations of the New AICPA SSTS Rules (Webinar) (25WX-2467)25WX-2467 | *Review of the new AICPA Statement on Standards for Tax Services*Reorganization of SSTS by type of work performed*Discuss new standards on data protection, reliance on tools and representation of tax clients before taxing authorities | |
| 9/2/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Fraud Case Studies: 21st Century Professional Misbehavior (Webinar) (25WX-2943)25WX-2943 | *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 | |
| 9/30/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
| Ethics: Giving Thanks -- How to Master the Art of Gratitude (Webinar) (25WX-2361)25WX-2361 | *What gratitude is and how expressions of it can vary from culture to culture*Ways you can regularly say "thank you" to valued clients and colleagues*Methods for evaluating gratitude in prospective and current employees | |
| 8/25/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Unlocking Deep Secrets: Case Studies in Financial Analysis (Webinar) (25WX-1776)25WX-1776 | *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 | |
| 7/22/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Written Information Security Plans (Webinar) (25WX-2564)25WX-2564 | *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 | |
| 9/8/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Fraud Case Studies: 21st Century Professional Misbehavior (Webinar) (25WX-1893)25WX-1893 | *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 | |
| 7/29/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
| Will Your Ethics Be Burned by Burnout? (Webinar) (25WX-2190)25WX-2190 | *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 | |
| 8/14/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Financial Decisions that Led Two Businessmen to Prison (Webinar) (25WX-2801)25WX-2801 | *Career choices*Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 9/22/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Creating an Ethical Work Environment (Webinar) (25WX-2645)25WX-2645 | *Ethical values and principles*Human factors impacting ethical choices*Professional and organizational responsibilities in creating an ethical work environment*Tools for ethical decision making | |
| 9/12/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| ChatGPT: What Every CPA Should Know (Webinar) (25WX-2941)25WX-2941 | *Overview of the current landscape for AI in business*History of ChatGPT and generative AI*Fundamentals of generative AI technology and related nomenclature*ABC's of how to use ChatGPT*Demonstration of practical ChatGPT applications for accounting, finance and tax*A word of caution: What you should be concerned about*Developing a ChatGPT usage policy for your firm/business | |
| 9/30/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Building a Better Budget in a Time of Uncertainty (Webinar) (25WX-2992)25WX-2992 | *Budgets vs. forecasts*Cyclicality*Core earnings & sustainable growth*Identifying key forecast drivers*Reasonableness in forecasting*Approaches to budgeting*Budgeting variances*Horizontal analysis*Flexible budgeting | |
| 10/2/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethics: IRS Criminal Investigations -- Key Lessons for Accountants (Webinar) (25WX-2499)25WX-2499 | *Snapshot of IRS Criminal Investigations*General tax fraud*Abusive tax schemes*Refund fraud*Employment tax fraud*Identity theft*Data compromises*Money laundering*Public corruption*Corporate fraud*General frauds*Cyber crimes*Global tax and economic crimes*Narcotics, counter-terrorism and transnational organized crime*Selected Field Office Case Files from Across US*How accountants can add value to their operations by aiding law enforcement and fighting economic crime | |
| 9/3/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Using ChatGPT with Excel (Webinar) (25WX-2444)25WX-2444 | *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 | |
| 8/29/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Erase the Mark: Best Practices in Penalty Abatement (Webinar) (25WX-2161)25WX-2161 | *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 | |
| 8/13/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Mastering Partnership Basis: Inside and Outside Basis (Webinar) (25WX-2984)25WX-2984 | *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 | |
| 10/2/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Steps to Stop External Fraud (Webinar) (25WX-2845)25WX-2845 | *Types of external fraud*Considerations as organizations work to reduce fraud risk*External fraud and known parties/External fraud unknown perpetrators | |
| 9/24/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Leadershift Ethics: Things Must Change! (Webinar) (25WX-2592)25WX-2592 | *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 | |
| 9/9/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Noble Leadership: An Ethical Approach (Webinar) (25WX-2542)25WX-2542 | *Leadership Definition*Virtue Ethics*Relationship of Virtue Ethics to Leadership*Characteristics of the Noble Leader*Actions to create a culture of respect and dignity | |
| 9/5/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Written Information Security Plans (Webinar) (25WX-1745)25WX-1745 | *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 | |
| 7/21/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Forensic Accounting: Finding Hidden Treasure in Tax Returns (Webinar) (25WX-2045)25WX-2045 | *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 | |
| 8/6/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Keeping Up With the FASB (Webinar) (25WX-1827)25WX-1827 | *Review of current items on the FASB agenda*Discuss the new revenue recognition standard*Provide an update on the new lease accounting standard*Address U.S. GAAP alternatives for certain entities | |
| 7/25/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Monthly Federal Tax Updates: September 2025 (Webinar) (25WX-2557)25WX-2557 | *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 | |
| 9/8/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Beyond the Basics: Financial Ratios You Might Be Overlooking (Webinar) (25WX-2150)25WX-2150 | *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 | |
| 8/13/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New ChatGPT and Advanced Accounting Research (Webinar) (25WX-2288)25WX-2288 | *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 | |
| 8/20/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: IRS Criminal Investigations -- Key Lessons for Accountants (Webinar) (25WX-1769)25WX-1769 | *Snapshot of IRS Criminal Investigations*General tax fraud*Abusive tax schemes*Refund fraud*Employment tax fraud*Identity theft*Data compromises*Money laundering*Public corruption*Corporate fraud*General frauds*Cyber crimes*Global tax and economic crimes*Narcotics, counter-terrorism and transnational organized crime*Selected Field Office Case Files from Across US*How accountants can add value to their operations by aiding law enforcement and fighting economic crime | |
| 7/22/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Keeping Up With the FASB (Webinar) (25WX-2222)25WX-2222 | *Review of current items on the FASB agenda*Discuss the new revenue recognition standard*Provide an update on the new lease accounting standard*Address U.S. GAAP alternatives for certain entities | |
| 8/18/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Forgotten Managerial Accounting Tools for CPAs (Webinar) (25WX-2809)25WX-2809 | *Target profit analysis*Break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis | |
| 9/23/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Erase the Mark: Best Practices in Penalty Abatement (Webinar) (25WX-2430)25WX-2430 | *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 | |
| 8/28/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Improve Spreadsheets by Building Controls in Excel (Webinar) (25WX-2899)25WX-2899 | *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 | |
| 9/27/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Current Not-for-Profit Fraud Trends (Webinar) (25WX-1819)25WX-1819 | *Best practices for fraud prevention and detection*Common fraud schemes in not-for-profit 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! | |
| 7/24/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| ChatGPT: What Every CPA Should Know (Webinar) (25WX-2209)25WX-2209 | *Overview of the current landscape for AI in business*History of ChatGPT and generative AI*Fundamentals of generative AI technology and related nomenclature*ABC's of how to use ChatGPT*Demonstration of practical ChatGPT applications for accounting, finance and tax*A word of caution: What you should be concerned about*Developing a ChatGPT usage policy for your firm/business | |
| 8/15/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Microsoft Outlook "Must Know" Email Tips (Webinar) (25WX-2649)25WX-2649 | *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 | |
| 9/12/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New CPAxPACK Bundle: Tax Pro's Guide -- Essential Courses for Tax Mastery (Webinar) (25WX-2978)25WX-2978 | *Course 1: Basic Individual Taxation Course | CPE: 2 | Description: Please join us for an introductory course on the fundamentals of preparing and filing an individual federal income tax return. We will cover topics such as what the federal income tax is and how it is computed. *Course 2: Income Tax Analysis: Exploring In-Depth Concepts | CPE: 2 | Description: Financial statements prepared for stockholders and external users follow Generally Accepted Accounting Principles (GAAP), while tax returns adhere to the Internal Revenue Code (IRC). These frameworks differ in recognizing profitability, influencing reported income significantly. Companies often aim to minimize taxable income within legal bounds, while maintaining compliance with both financial reporting and tax regulations. Timing Differences: Variations in income recognition and deductible expenses between GAAP and IRC create timing differences, impacting reported profitability and tax liabilities. Deferred Tax Assets: Companies accrue deferred tax assets from overpaid taxes or carried-forward credits, which can offset future taxable income, reducing tax liabilities. Deferred Tax Liabilities: When taxable income is less than reported income, deferred tax liabilities arise, necessitating future tax payments when temporary differences reverse. Join us to delve into these concepts, exploring how financial reporting choices and tax strategies shape a company's financial performance and compliance obligations. *Course 3: Behind the Curtain: Exploring IRS Audit Technique Guides | CPE: 2 | Description: Have you ever considered a tax audit from the perspective of an IRS examiner? This session explains how you can use IRS Audit Technique Guides (ATGs) to enhance tax compliance. You will obtain a glimpse of the audit process from the viewpoint of an IRS agent as we explore insights that the IRS provides to its own examiners. *Course 4: Learning to Teach "Tax" as a Second Language | CPE: 2 | Description: Sometimes the vernacular of accounting seems more challenging than technical aspects. This session offers suggestions for translating the foreign language of taxation into tangible terms for non-accountants. We explore techniques for simplifying the complexity of taxation terminology. This course will equip you with tools for demystifying tax technicalities so you can help clients and other non-tax professionals grasp fundamental concepts. *Course 5: 1040 Tax Prep Automation with AI Tools | CPE: 2 | Description: There has never been a greater opportunity to leverage technology tools to automate various aspects of 1040 tax preparation. This course will provide specific examples of how you can use AI (artificial intelligence) based tools to complement your core 1040 tax prep software. You will learn how to leverage AI to automate the collection and organization of client source documents, enhance the engagement management process and add value to your 1040 service through AI enhanced 1040 advisory services. This course will separate the hype from reality about AI and how it can be used in 1040 tax preparation. *Course 6: Tax Implications of Retirement Plan Distributions: What You Need to Know | CPE: 2 | Description: This session will address the complex rules of retirement distributions, review key provisions of the SECURE Act 2.0, and provide practical strategies of maximizing tax benefits for your client. *Course 7: Schedule C of Form 1040 | CPE: 2 | Description: Many self-employed or sole proprietors find themselves having to navigate Schedule C in reporting business income. While this attachment to Form 1040 seems straightforward on the surface, there are many traps for the unwary. | |
| 10/1/2025 | 8 a.m. - 4 p.m. | Online | 12 CPE (12 tech, 0 non-tech) | |
| New CPA to CFO (Webinar) (25WX-1881)25WX-1881 | *The steps necessary to effectively transform a tax or accounting practice into an advisory service*What it means to be a CFO/advisor to small-to-medium sizes businesses*What qualifications are necessary to offer an advisory service*How to find and convert leads and how to price and package services, including combining advisory services with the firm's current offerings | |
| 7/29/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Best Non-Google Search Tools for Accountants (Webinar) (25WX-2469)25WX-2469 | *Why Advanced Search Skills Are So Critical for Accountants*Why You Need More than Google to Search the Internet*GARP: Generally Accepted Research Principles*Alternatives to Google*Advisory Search*Social Search*Specialty search*Search Engine resources*What's Ahead in Search | |
| 9/2/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Written Information Security Plans (Webinar) (25WX-2257)25WX-2257 | *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 | |
| 8/19/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New LLCs and S Corporations: A Comparative Analysis (Webinar) (25WX-2605)25WX-2605 | *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 | |
| 9/10/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New CPAxPACK Bundle: Combatting Fraud -- Master Prevention and Detection (Webinar) (25WX-2966)25WX-2966 | *Course 1: Fraud Busters: Controls to Prevent & Detect Fraud | CPE: 2 | Field of Study: Auditing, Accounting | Description: This course investigates actual real-world fraud schemes and discusses what controls could have prevented the fraud from occurring, and what controls could detect and curtail the fraud scheme. The instructor speaks from experience, finding multiple frauds very early in her career leading to a career-long focus on fraud prevention and detection. *Course 2: Steps to Stop External Fraud | CPE: 2 | Field of Study: Accounting | Description: Until recently, a percentage of organizations discounted the risk related to external fraud attempts. Most were only concerned with protecting physical assets such as inventory or fixed assets. However, because of the many highly publicized corporate hacking events, such as the ones that affected the Colonial Pipeline and JBS Meats, more attention is being paid to external fraud risk of all types. In this session, we look at what is included in a definition of external fraud and then delve into specific control issues that can give rise to increased risk. We then discuss measures that organizations can employ to help reduce exposure to external attacks. *Course 3: Money Laundering 101 for CPAs | CPE: 4 | Field of Study: Specialized Knowledge | Description: CPAs spend most of their working lives reviewing bank statements and books and records of businesses. They are experts in understanding how to prepare financial statements according to GAAP. But would a CPA know a possible money laundering transaction if they saw it? Would they know about a money laundering business? Money laundering is a subject of many action and thriller movies, but rarely understood. This presentation will educate the CPA in understanding the basics of money laundering and how to identify money laundering. This presentation will help the CPA know the truth about money laundering, how to identify it, the statutes that define it, and the court cases that interpret it. | |
| 10/1/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Leadershift: Drive Results Through Ethical Performance Management (Webinar) (25WX-1936)25WX-1936 | *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 | |
| 7/31/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| New AI for CPAs: How it Works and How to Apply it (Webinar) (25WX-2730)25WX-2730 | *Fundamentals of machine learning and AI algorithms*How generative AI models like ChatGPT function*Practical examples of generative AI in accounting, finance and tax*Key terminologies and concepts simplified*AI Agents for process automation | |
| 9/17/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Individual Tax Update: Recent Developments (Webinar) (25WX-2881)25WX-2881 | *2024/25 legislation impacting individual taxpayers*Extenders legislation update*Child tax and dependent care credits*Section 199A deduction*Capital gains and losses*Rental real estate*Other passive activities losses | |
| 9/26/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Supervision/Management Competencies: An Ethical Approach (Webinar) (25WX-1940)25WX-1940 | *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 | |
| 7/31/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Mastering the Excel Lookup Functions (Webinar) (25WX-2773)25WX-2773 | *A review of the various lookup functions, beyond VLOOKUPLearn 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 / HLOOKUPXLOOKUPMATCH / INDEXXMATCHINDIRECTFILTERSORT / SORTBYUNIQUE*An overview of some newer functions | |
| 9/19/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Leadership Skills of Tomorrow: Delegate and Listen (Webinar) (25WX-2962)25WX-2962 | *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 | |
| 10/1/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New AI Lessons Learned for Accountants (Webinar) (25WX-2106)25WX-2106 | *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 | |
| 8/11/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Partnership Tax Updates (Webinar) (25WX-2049)25WX-2049 | *Court decisions covering partnership issues such as TEFRA, Statute of Limitations, Economic Substance, and Sec. 754 Elections*IRS procedural updates on passthrough entities*New developments on conservation easements | |
| 8/7/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AI FAQs for Accountants (Webinar) (25WX-1788)25WX-1788 | *Fundamentals of AI and how it differs from traditional accounting software*Generative AI, AI agents, and embedded AI applications in accounting*AI-powered automation for routine accounting tasks and workflows*Data security and privacy considerations in digital accounting environments*Strategies for maintaining client relationships while embracing automation*Future trends including frontier AI models and embodied AI (robotics)*Practical implementation of AI tools in accounting practice management | |
| 7/23/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Reasonable Compensation for S Corps (Webinar) (25WX-2186)25WX-2186 | *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 | |
| 8/14/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Mastering the Art of Conflict: CPA Transformative Strategies (Webinar) (25WX-1791)25WX-1791 | *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 | |
| 7/23/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| ChatGPT Bootcamp for CPAs with John Higgins (Webinar) (25WX-3046)25WX-3046 | *Review the history of ChatGPT*Tour of the ChatGPT app and how to use it*Setting up a ChatGPT account (free & premium)*Variety of hands-on case study examples for accounting, finance and tax*A look under the hood at how ChatGPT works*Caution - how to avoid risks in using ChatGPT*A look into the future potential for AI in business | |
| 10/6/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| How Much Are Your Ethics Worth? (Webinar) (25WX-2814)25WX-2814 | *Understanding ethics*Available tools to aid in ethical decision making*The role of bias in making ethical decisions*Application through case studies | |
| 9/23/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Navigating IRS Authorizations: Form 2848 and Form 8821 (Webinar) (25WX-1746)25WX-1746 | *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 | |
| 7/21/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Tactics to Find Work-Life Balance in a Complex World (Webinar) (25WX-2906)25WX-2906 | *How to get more out of one's work*How to achieve greater balance between today's ever more demanding and complex demands of work without losing sight of what is important in daily routines*Example of how to develop and be challenged by your own personal bucket list | |
| 9/27/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Money Laundering 101 for CPAs (Webinar) (25WX-2133)25WX-2133 | *The theory of money laundering*Common money laundering statutes*Examples from court cases of money laundering statutes*Common occurrences with CPAs*Possible money laundering transactions*Applying the money laundering statutes in real life scenarios | |
| 8/12/2025 | 10:30 a.m. - 2:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| More Money: Strategic Ways to Improve Cash Flow (Webinar) (25WX-2622)25WX-2622 | *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 | |
| 9/11/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Comprehensive Accounting and Financial Reporting Update (Webinar) (25WX-2341)25WX-2341 | *CECL for nonfinancial institutions*Accounting for Paycheck Protection Program loans*Accounting for web-hosting services*Revenue recognition*Leases*FASB projects in progress | |
| 8/22/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Forgotten Managerial Accounting Tools for CPAs (Webinar) (25WX-2493)25WX-2493 | *Target profit analysis*Break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis | |
| 9/3/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New What's Changing in A&A for Governmental Entities (Webinar) (25WX-2128)25WX-2128 | *A look at the GASB standards that are effective this year*GASB 100, Accounting Changes and Error Corrections*GASB 101, Compensated Absences*The impact of the 2024 Compliance Supplement on Single Audits*Changes to the Uniform Guidance*Common deficiencies found in Single Audits | |
| 8/12/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Governmental GAAP Update: Navigating GASB Standards (Webinar) (25WX-2839)25WX-2839 | *New GASB standards: GASB 100, Accounting Changes and Error Corrections*GASB 101, Compensated Absences*Practical case studies | |
| 9/24/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Lessons on Fraud Prevention from Sam Bankman-Fried's Crypto (Webinar) (25WX-1857)25WX-1857 | *What starts a government investigation for white-collar crime?*What is an indictment?*What is extradition?*What are pre-trial proceedings?*What is a mitigation strategy?*What is a plea agreement?*What is discovery in a criminal case?*What factors influence a sentence in a white-collar crime?*What collateral consequences follow for people convicted of business-related crime? | |
| 7/28/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Cryptocurrency 15 Years Later: A Market Update (Webinar) (25WX-2648)25WX-2648 | *Update on the cryptocurrency marketplace*Cryptocurrency exchanges - the good, the bad and the ugly*Overview of cryptocurrency taxation regulations*The technology behind cryptocurrency - Proof of stake, Layer 2, wallets and more*Blockchain technology update | |
| 9/12/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New CPAxPACK Bundle: Tax Pro's Guide -- Essential Courses for Tax Mastery (Webinar) (25WX-2488)25WX-2488 | *Course 1: Basic Individual Taxation Course | CPE: 2 | Description: Please join us for an introductory course on the fundamentals of preparing and filing an individual federal income tax return. We will cover topics such as what the federal income tax is and how it is computed. *Course 2: Income Tax Analysis: Exploring In-Depth Concepts | CPE: 2 | Description: Financial statements prepared for stockholders and external users follow Generally Accepted Accounting Principles (GAAP), while tax returns adhere to the Internal Revenue Code (IRC). These frameworks differ in recognizing profitability, influencing reported income significantly. Companies often aim to minimize taxable income within legal bounds, while maintaining compliance with both financial reporting and tax regulations. Timing Differences: Variations in income recognition and deductible expenses between GAAP and IRC create timing differences, impacting reported profitability and tax liabilities. Deferred Tax Assets: Companies accrue deferred tax assets from overpaid taxes or carried-forward credits, which can offset future taxable income, reducing tax liabilities. Deferred Tax Liabilities: When taxable income is less than reported income, deferred tax liabilities arise, necessitating future tax payments when temporary differences reverse. Join us to delve into these concepts, exploring how financial reporting choices and tax strategies shape a company's financial performance and compliance obligations. *Course 3: Behind the Curtain: Exploring IRS Audit Technique Guides | CPE: 2 | Description: Have you ever considered a tax audit from the perspective of an IRS examiner? This session explains how you can use IRS Audit Technique Guides (ATGs) to enhance tax compliance. You will obtain a glimpse of the audit process from the viewpoint of an IRS agent as we explore insights that the IRS provides to its own examiners. *Course 4: Learning to Teach "Tax" as a Second Language | CPE: 2 | Description: Sometimes the vernacular of accounting seems more challenging than technical aspects. This session offers suggestions for translating the foreign language of taxation into tangible terms for non-accountants. We explore techniques for simplifying the complexity of taxation terminology. This course will equip you with tools for demystifying tax technicalities so you can help clients and other non-tax professionals grasp fundamental concepts. *Course 5: 1040 Tax Prep Automation with AI Tools | CPE: 2 | Description: There has never been a greater opportunity to leverage technology tools to automate various aspects of 1040 tax preparation. This course will provide specific examples of how you can use AI (artificial intelligence) based tools to complement your core 1040 tax prep software. You will learn how to leverage AI to automate the collection and organization of client source documents, enhance the engagement management process and add value to your 1040 service through AI enhanced 1040 advisory services. This course will separate the hype from reality about AI and how it can be used in 1040 tax preparation. *Course 6: Tax Implications of Retirement Plan Distributions: What You Need to Know | CPE: 2 | Description: This session will address the complex rules of retirement distributions, review key provisions of the SECURE Act 2.0, and provide practical strategies of maximizing tax benefits for your client. *Course 7: Schedule C of Form 1040 | CPE: 2 | Description: Many self-employed or sole proprietors find themselves having to navigate Schedule C in reporting business income. While this attachment to Form 1040 seems straightforward on the surface, there are many traps for the unwary. | |
| 9/2/2025 | 8 a.m. - 4 p.m. | Online | 12 CPE (12 tech, 0 non-tech) | |
| New Unlock the Power of AI with Copilot in Excel (Webinar) (25WX-2877)25WX-2877 | *Introduction to Copilot in Excel*Automating Tasks and Enhancing Productivity*Advanced Data Insights with Copilot | |
| 9/26/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Yellow Book Update (Webinar) (25WX-2054)25WX-2054 | *Yellow Book engagements*Independence requirements in GAGAS*Quality management in Yellow Book*Common deficiencies found in Yellow Book engagements | |
| 8/7/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Leadership Skills of Tomorrow: Delegate and Listen (Webinar) (25WX-2131)25WX-2131 | *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 | |
| 8/12/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Build Better Budgets: Fundamental Techniques (Webinar) (25WX-2908)25WX-2908 | *Advantages of budgeting*The role of budgeting*Master budgeting*Flexible budgeting*Standards and variances*Capital budgeting | |
| 9/29/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Guide Strategy, Attract Investments with Financial Forecasts (Webinar) (25WX-2748)25WX-2748 | *Introduction to Financial Statement Forecasting*Overview of the importance and benefits of forecasting for strategic planning and investment attraction*The Forecasting Process: Steps to project future income, expenses, and resources using historical data and market trends*Analyzing Historical Data: Methods for leveraging past financial data to inform future projections*Incorporating Market Trends: How to integrate market insights into financial forecasts*Forecasting Profitability: Techniques for predicting future earnings and their implications for budgeting, cash flow management, and investment planning*Forecasting the Balance Sheet: Approaches for predicting future financial positions, including growth potential, solvency, and capital structure | |
| 9/18/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New What's Going on at the FASB (Webinar) (25WX-1888)25WX-1888 | *Accounting Standard Updates effective in 2024 for public entities, private entities, and not-for-profits*Review year 2 implications of the leases standard including modification accounting*A look at the projects identified by the FASB's Invitation to Comment: Agenda Consultation | |
| 7/29/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Current Not-for-Profit Fraud Trends (Webinar) (25WX-2749)25WX-2749 | *Best practices for fraud prevention and detection*Common fraud schemes in not-for-profit 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! | |
| 9/18/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Technology Trends Update for CPAs With John Higgins (Webinar) (25WX-2851)25WX-2851 | *Role of cloud computing as the foundation for all tech trends*Big data and data analytics the new frontier for CPAs*Workflow automation with RPA, ML and AI with a focus on ChatGPT*Blockchain technology, the revolutionary data storage model*Cryptocurrency 15 years later, an update on the market and technology*Metaverse - what's it all about*Cloud based financial and ERP software market update | |
| 9/24/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Master the Art of CPA Communication: Boost Your Influence! (Webinar) (25WX-2896)25WX-2896 | *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 | |
| 9/26/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Understanding and Creating an Internal Control System (Webinar) (25WX-2307)25WX-2307 | *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 | |
| 8/21/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Build a Data Model for Analysis in Power BI (Webinar) (25WX-3005)25WX-3005 | *Data Modeling Essentials: Understanding the core concepts of data modeling in Power BI, including integration of various data sources*Building Relationships: Techniques to establish and manage relationships between different data sets*Calculated Columns and Basic DAX Measures: Introduction to DAX (Data Analysis Expressions) and its application in creating calculated columns and basic measures*Calculated Columns vs Measures: Insights into when to use calculated columns and when to opt for measures*Explicit vs Implicit Measures: Understanding the difference and appropriate application of explicit and implicit measures in data analysis*Hierarchies in Data: Creating and utilizing hierarchies to enhance data analysis and reporting*Using Pivot Tables to Validate Measures: Practical skills in using pivot tables within Power BI to validate and refine measures | |
| 10/3/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Build Better Budgets: Fundamental Techniques (Webinar) (25WX-2712)25WX-2712 | *Advantages of budgeting*The role of budgeting*Master budgeting*Flexible budgeting*Standards and variances*Capital budgeting | |
| 9/17/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Advanced Cybersecurity: Beyond the Basics (Webinar) (25WX-2900)25WX-2900 | *Understanding cyber threats and risks in finance*Cybersecurity frameworks and best practices for financial professionals*Financial data security and encryption techniques*Cybersecurity auditing and forensic investigations*Emerging technologies and trends in financial cybersecurity*Leadership and governance in cybersecurity for financial executives | |
| 9/27/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Leveraging Marketing Automation for Accounting Firm Growth (Webinar) (25WX-2833)25WX-2833 | *Content - From generating content ideas to SEO research and creating content through its distribution we will look at tools to accomplish these goals efficiently and effectively*Lead Generation - Tools to determine the best offers and get them in front of the appropriate audiences*Lead Nurturing - Once you have a prospective client "raise their hand" virtually or physically, it is critical to design and implement campaigns and other tactics to keep them engaged and move them closer to being a client*We will cover this in-depth during the course*Sales - After you have a prospect ready to get to the next phase of the purchase journey, it is imperative to answer objections, explain the process of working with your firm and then close the sale*These tools will allow you to do this without an entire sales team*Onboarding - Once the prospect becomes a client leverage automation to make onboarding seamless, systematic and simple for your team*Referrals and Reviews - Instead of chasing clients for reviews or case studies, consider baking the ask right into your current or automated processes | |
| 9/24/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Tax Depreciation: Review and Update (Webinar) (25WX-2052)25WX-2052 | *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 | |
| 8/7/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Integrity, Objectivity and Judgment: Values in Action (Webinar) (25WX-2410)25WX-2410 | *AICPA Code of Conduct: Integrity and Objectivity*Case Study: Mortgage crisis of 2007-2010*Case Study: World Com | |
| 8/27/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| New Using AI to Instantly Transform Ideas into Revenue Streams (Webinar) (25WX-2819)25WX-2819 | *AI-powered ideation and opportunity identification techniques*Digital asset creation workflows using generative AI tools*Audio and video content generation using AI avatars and synthesis*E-commerce integration and product development strategies*AI-driven presentation and visual content creation*Social media content optimization and distribution*Multi-format content transformation (articles, songs, comics, storyboards) | |
| 9/23/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Using AI to Instantly Transform Ideas into Revenue Streams (Webinar) (25WX-1743)25WX-1743 | *AI-powered ideation and opportunity identification techniques*Digital asset creation workflows using generative AI tools*Audio and video content generation using AI avatars and synthesis*E-commerce integration and product development strategies*AI-driven presentation and visual content creation*Social media content optimization and distribution*Multi-format content transformation (articles, songs, comics, storyboards) | |
| 7/21/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Keeping Up With the FASB (Webinar) (25WX-2466)25WX-2466 | *Review of current items on the FASB agenda*Discuss the new revenue recognition standard*Provide an update on the new lease accounting standard*Address U.S. GAAP alternatives for certain entities | |
| 9/2/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| A Culture of Regulatory Ethics: A Competitive Advantage (Webinar) (25WX-1724)25WX-1724 | *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 | |
| 7/18/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| Ethical Performance Management (Webinar) (25WX-1767)25WX-1767 | *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 | |
| 7/22/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Technology Trends Update for CPAs With John Higgins (Webinar) (25WX-1744)25WX-1744 | *Role of cloud computing as the foundation for all tech trends*Big data and data analytics the new frontier for CPAs*Workflow automation with RPA, ML and AI with a focus on ChatGPT*Blockchain technology, the revolutionary data storage model*Cryptocurrency 15 years later, an update on the market and technology*Metaverse - what's it all about*Cloud based financial and ERP software market update | |
| 7/21/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Unlock the Power of AI with Copilot in Excel (Webinar) (25WX-2446)25WX-2446 | *Introduction to Copilot in Excel*Automating Tasks and Enhancing Productivity*Advanced Data Insights with Copilot | |
| 8/29/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| ChatGPT and IRS Taxation Law Research (Webinar) (25WX-1852)25WX-1852 | *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 | |
| 7/26/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| An Ethical Approach to Mental Health Issues at Work (Webinar) (25WX-1910)25WX-1910 | *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 | |
| 7/30/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Mastering Microsoft 365 Copilot for CPAs (Webinar) (25WX-1836)25WX-1836 | *Overview of Microsoft 365 Copilot features*Automating tasks with AI assistance*Enhancing content creation and data analysis*Collaboration tools powered by AI*Best practices for maximizing Copilot's benefits | |
| 7/25/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| ChatGPT Bootcamp for CPAs with John Higgins (Webinar) (25WX-2313)25WX-2313 | *Review the history of ChatGPT*Tour of the ChatGPT app and how to use it*Setting up a ChatGPT account (free & premium)*Variety of hands-on case study examples for accounting, finance and tax*A look under the hood at how ChatGPT works*Caution - how to avoid risks in using ChatGPT*A look into the future potential for AI in business | |
| 8/21/2025 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Accounting for and Auditing Cryptocurrency and Digital Assets (Webinar) (25WX-2320)25WX-2320 | *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 | |
| 8/22/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Yellow Book Independence and Single Audit Fundamentals (Webinar) (25WX-1778)25WX-1778 | *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 | |
| 7/22/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Forensic Accounting: Crafting Expert Reports (Webinar) (25WX-2546)25WX-2546 | *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 | |
| 9/5/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| PPP Fraud and Financial Professionals (Webinar) (25WX-1923)25WX-1923 | *Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 7/31/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| The Art of Engaging in Difficult Conversations (Webinar) (25WX-2035)25WX-2035 | *Awareness of your mindset entering the conversation*Tactics to build a pool of meaning*Clarity around story telling*Biggest mistakes to avoid | |
| 8/6/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New How to Audit Expenses and Payables (Webinar) (25WX-3034)25WX-3034 | *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 | |
| 10/6/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics Case Studies: Remaining Ethical in the Age of Oversharing (Webinar) (25WX-2454)25WX-2454 | *Risks associated with social media*Sections of the AICPA Code of Professional Conduct that might be violated using social media*Case study discussions | |
| 8/29/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Long-Term Care Insurance: Make the Switch (Webinar) (25WX-2212)25WX-2212 | *The need to fund for long-term care in America*Client's attitudes and misconceptions*Innovative long-term care solutions and funding | |
| 8/15/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Ethics and Civility in the Workplace (Webinar) (25WX-2449)25WX-2449 | *What is civility and how it is tied to the bottom line?*Principles of Civility*Giving the Benefit of the Doubt*Inclusivity*Communication*Review of ethical values and principles with an emphasis on: Respect, courage, compassion, honor, and accountability | |
| 8/29/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Finding Errors in Excel Spreadsheets (Webinar) (25WX-2626)25WX-2626 | *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 | |
| 9/11/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Improve Spreadsheets by Building Controls in Excel (Webinar) (25WX-2640)25WX-2640 | *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 | |
| 9/12/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Retaining Talent in a Competitive Marketplace (Webinar) (25WX-2390)25WX-2390 | *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 | |
| 8/26/2025 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New How to Build a Custom AI Chatbot and GPT in Plain English (Webinar) (25WX-2683)25WX-2683 | *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 | |
| 9/15/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Role of Internal Control in the Risk-Based Audit (Webinar) (25WX-2755)25WX-2755 | *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 | |
| 9/19/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The CFO Who Went to Prison (Webinar) (25WX-2097)25WX-2097 | *The importance of valuesIdentifying success*Ethical dilemmas*Mitigation strategies*Creating tools to help make better decisions*Personal accountability strategies | |
| 8/11/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Leadershift: Drive Results Through Ethical Performance Management (Webinar) (25WX-2608)25WX-2608 | *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 | |
| 9/10/2025 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| New Professional Ethical Considerations for CPAs (Webinar) (25WX-2497)25WX-2497 | *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 | |
| 9/3/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Become a Data Analysis Expert (Webinar) (25WX-2933)25WX-2933 | *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 | |
| 9/30/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Yellow Book Update (Webinar) (25WX-2323)25WX-2323 | *Yellow Book engagements*Independence requirements in GAGAS*Quality management in Yellow Book*Common deficiencies found in Yellow Book engagements | |
| 8/22/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Not-for-Profit GAAP Update (Webinar) (25WX-1728)25WX-1728 | *Accounting Standard Updates issued by the FASB*Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on | |
| 7/19/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Internal Control Changes for Remote Workers (Webinar) (25WX-1841)25WX-1841 | *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 | |
| 7/25/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ChatGPT and Advanced Financial Analysis for Accountants (Webinar) (25WX-2377)25WX-2377 | *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 | |
| 8/26/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Retirement Planning: Next Stage for You or Your Client (Webinar) (25WX-2854)25WX-2854 | *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 | |
| 9/25/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Noble Leadership: An Ethical Approach (Webinar) (25WX-2349)25WX-2349 | *Leadership Definition*Virtue Ethics*Relationship of Virtue Ethics to Leadership*Characteristics of the Noble Leader*Actions to create a culture of respect and dignity | |
| 8/25/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Understanding Internal Control Constructs (Webinar) (25WX-2576)25WX-2576 | *Underlying concepts of internal control*The importance of control measure interdependency | |
| 9/8/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Individual Tax Update: Recent Developments (Webinar) (25WX-2621)25WX-2621 | *2024/25 legislation impacting individual taxpayers*Extenders legislation update*Child tax and dependent care credits*Section 199A deduction*Capital gains and losses*Rental real estate*Other passive activities losses | |
| 9/11/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Yellow Book Ethics (Webinar) (25WX-2791)25WX-2791 | *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 | |
| 9/22/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Basic Individual Taxation Course (Webinar) (25WX-2122)25WX-2122 | *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 | |
| 8/12/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: What a CPA in Business and Industry Needs to Know (Webinar) (25WX-1932)25WX-1932 | *Ethics for Members in Business: Why Bother?*Re-Introducing the AICPA Code of Professional Conduct*The Basic Ethics Rules for Members in Business*The Conceptual Framework: Avoiding the Risk of Noncompliance*Case Analysis: Members in Business | |
| 7/31/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| The Art of Engaging in Difficult Conversations (Webinar) (25WX-2591)25WX-2591 | *Awareness of your mindset entering the conversation*Tactics to build a pool of meaning*Clarity around story telling*Biggest mistakes to avoid | |
| 9/9/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Become a Data Analysis Expert (Webinar) (25WX-2372)25WX-2372 | *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 | |
| 8/26/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Creating an Ethical Work Environment (Webinar) (25WX-2055)25WX-2055 | *Ethical values and principles*Human factors impacting ethical choices*Professional and organizational responsibilities in creating an ethical work environment*Tools for ethical decision making | |
| 8/7/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Implementing an AI-Enabled Marketing Strategy for Your Firm (Webinar) (25WX-1842)25WX-1842 | *Module 1: Introduction to AI in Marketing The Basics of AI -- Concepts and Terminology*Module 2: Leveraging AI Tools and Technologies Overview of AI Tools for Marketing*Module 3: Practical Strategies for AI Integration Integrating AI into Your Marketing Workflow*Module 4: Measuring AI-Driven Marketing Effectiveness Key Metrics for Assessing AI-Driven Campaigns*Module 5: Real-Life Case Studies and Success Stories Case Studies of Firms Successfully Using AI in Marketing*Module 6: Developing Your AI-Enabled Marketing Strategy Creating a Custom AI Marketing Strategy | |
| 7/25/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Ethics of Care in the Workplace (Webinar) (25WX-2501)25WX-2501 | *Ethical values and principles*Compassion*Managing expectations*Respect and humility*Attribution Theory | |
| 9/3/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Hot Topics Accounting Update (Webinar) (25WX-2901)25WX-2901 | *New accounting standards*The impact on Financial Reporting*Hot topics in financial reporting*Current and emerging US GAAP requirements | |
| 9/27/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| About the TIGTA: Who Watches the IRS? (Webinar) (25WX-2919)25WX-2919 | *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 | |
| 9/29/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Partnership/LLC Taxation: Tax Basis Capital Accounts (Webinar) (25WX-2348)25WX-2348 | *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 | |
| 8/25/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Comprehensive Accounting and Financial Reporting Update (Webinar) (25WX-2183)25WX-2183 | *CECL for nonfinancial institutions*Accounting for Paycheck Protection Program loans*Accounting for web-hosting services*Revenue recognition*Leases*FASB projects in progress | |
| 8/14/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Fraud Case Studies: 21st Century Professional Misbehavior (Webinar) (25WX-1877)25WX-1877 | *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 | |
| 7/28/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
| New Casualty Losses: Disaster Relief Act of 2024 (Webinar) (25WX-1948)25WX-1948 | *Federal Disaster Relief Act provisions enacted in December, 2024*Comparison of personal use casualties with business/investment casualties*When to claim casualty losses*How to postpone casualty gains*Business casualty gains and depreciation recapture | |
| 8/1/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The 10 Must Know Excel Features (Webinar) (25WX-1872)25WX-1872 | *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 | |
| 7/28/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Recruit. Retain. Engage. Mastering LinkedIn for HR Success (Webinar) (25WX-2744)25WX-2744 | *How to pro-actively find, identify, and connect with new candidates from various sources within LinkedIn*Best practices for organically attracting candidates to your company and team*Strategic talent networking opportunities*Essential considerations of employee advocacy and brand building using LinkedIn*Retention strategies such as promoting a positive work environment, and expanding employee recognition and engagement strategies | |
| 9/18/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Hot Topics Accounting Update (Webinar) (25WX-2226)25WX-2226 | *New accounting standards*The impact on Financial Reporting*Hot topics in financial reporting*Current and emerging US GAAP requirements | |
| 8/18/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| PCAOB and SEC Update (Webinar) (25WX-2526)25WX-2526 | *Developments at the PCAOB*Recent trends in SEC comment letters*Enforcement actions and administrative proceedings*Conclusions and predictions for the future | |
| 9/4/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| PCAOB and SEC Update (Webinar) (25WX-1939)25WX-1939 | *Developments at the PCAOB*Recent trends in SEC comment letters*Enforcement actions and administrative proceedings*Conclusions and predictions for the future | |
| 7/31/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Advanced Cybersecurity: Beyond the Basics (Webinar) (25WX-2265)25WX-2265 | *Understanding cyber threats and risks in finance*Cybersecurity frameworks and best practices for financial professionals*Financial data security and encryption techniques*Cybersecurity auditing and forensic investigations*Emerging technologies and trends in financial cybersecurity*Leadership and governance in cybersecurity for financial executives | |
| 8/19/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Navigating IRS Collections: The Collection Process (Webinar) (25WX-2159)25WX-2159 | *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 | |
| 8/13/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Avoiding the Most Misapplied Audit Concepts (Webinar) (25WX-2973)25WX-2973 | *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 | |
| 10/1/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Ethics: How to Give and Receive Criticism the Right Way (Webinar) (25WX-3011)25WX-3011 | *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 | |
| 10/3/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Ethics: 10 Crucial Qualities of High Character CPAs (Webinar) (25WX-2601)25WX-2601 | *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 | |
| 9/10/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Tech it to the Next Level: Slim Your Team for Max Efficiency (Webinar) (25WX-2154)25WX-2154 | *How to leverage tech and automation to fill workflow gaps*How to build a strong tech stack, and connect tools seamlessly*How one proven tech stack replaced more than half a traditional team while improving client satisfaction and reducing overhead | |
| 8/13/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Monthly Federal Tax Updates: September 2025 (Webinar) (25WX-2788)25WX-2788 | *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 | |
| 9/22/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Adobe Acrobat Tips for Working with PDF Files (Webinar) (25WX-2918)25WX-2918 | *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 | |
| 9/29/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Determining Reasonable Compensation for Owner Employees (Webinar) (25WX-2360)25WX-2360 | *An analytical framework for analyzing and opining on reasonable replacement compensation for owner-employees of closely held businesses and professional practices in the context of tax planning, compliance, management consulting and business appraisal assignments*Executive compensation components, including the valuation of non-qualified plans and restricted stock units | |
| 8/25/2025 | 10:30 a.m. - 12:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Yellow Book Ethics (Webinar) (25WX-2296)25WX-2296 | *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 | |
| 8/21/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Ethics: Giving Thanks -- How to Master the Art of Gratitude (Webinar) (25WX-2747)25WX-2747 | *What gratitude is and how expressions of it can vary from culture to culture*Ways you can regularly say "thank you" to valued clients and colleagues*Methods for evaluating gratitude in prospective and current employees | |
| 9/18/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| An Exhaustive Look At Fraud and Ways To Control It (Webinar) (25WX-3039)25WX-3039 | *Fraudulent acts initiated from outside organizations*Why internal fraud occurs*The importance of fighting cyber-fraud*Steps that verify anti-fraud activities are working | |
| 10/6/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Generative AI in Practice: Boost Efficiency and Profitability (Webinar) (25WX-2379)25WX-2379 | *Implementing AI for accounting automation*Enhancing auditing processes with AI tools*AI applications in tax compliance*Leveraging AI for business advisory services | |
| 8/26/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethics of Care in the Workplace (Webinar) (25WX-2672)25WX-2672 | *Ethical values and principles*Compassion*Managing expectations*Respect and humility*Attribution Theory | |
| 9/15/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Operations Level Internal Control (Webinar) (25WX-1878)25WX-1878 | *An overview of controls that drive procedures*Considerations for procedural control development*Understanding and controlling risk that arises when organizations change | |
| 7/28/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethical Considerations in Working with Cannabis (Webinar) (25WX-2123)25WX-2123 | *Framework for assessing the propriety of offering services within the state legal, regulated cannabis industry*Assist in identifying key stakeholders to be considered in conjunction to providing cannabis industry services, including:partners, staff, clients*Banking relationships*Malpractice insurance | |
| 8/12/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Accounting of the Soul: Making the World a Better Place (Webinar) (25WX-1847)25WX-1847 | *Overview of Virtue Ethics and the Common Good*Professionalism*The Virtue of Compassion*Gossip in the Workplace*Gratitude | |
| 7/26/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| New Implementing an AI-Enabled Marketing Strategy for Your Firm (Webinar) (25WX-2112)25WX-2112 | *Module 1: Introduction to AI in Marketing The Basics of AI -- Concepts and Terminology*Module 2: Leveraging AI Tools and Technologies Overview of AI Tools for Marketing*Module 3: Practical Strategies for AI Integration Integrating AI into Your Marketing Workflow*Module 4: Measuring AI-Driven Marketing Effectiveness Key Metrics for Assessing AI-Driven Campaigns*Module 5: Real-Life Case Studies and Success Stories Case Studies of Firms Successfully Using AI in Marketing*Module 6: Developing Your AI-Enabled Marketing Strategy Creating a Custom AI Marketing Strategy | |
| 8/11/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Governmental GAAP Update: Navigating GASB Standards (Webinar) (25WX-2275)25WX-2275 | *New GASB standards: GASB 100, Accounting Changes and Error Corrections*GASB 101, Compensated Absences*Practical case studies | |
| 8/20/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Forensic Accounting: Finding Hidden Treasure in Tax Returns (Webinar) (25WX-2635)25WX-2635 | *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 | |
| 9/11/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New AI Privacy, Security and Compliance Masterclass (Webinar) (25WX-2116)25WX-2116 | *Introduction: What is AI Security, Privacy and Compliance (AISPC)?*Why AI Security, Privacy and Compliance (AISPC) is Increasingly Important for Accountants*AISPC Policy Best Practices*Key Tactical Questions for Addressing Data Security and Privacy*OpenAI and Compliance with Government Regulations*OpenAI and Two-Factor Authentication*Other OpenAI Security, Privacy and Compliance Considerations*Best Practices for Secure Data Sharing with GPT*How to Create a GenAI and ChatGPT Usage Policy for Your Operations*General AI Policy Do's and Don'ts*AI Copyright Compliance & Protection Guide*Deepfakes and Synthetic Media: A New Frontier for Fraud and Misinformation*From Financial Oversight to AI Governance: The Sarbanes-Oxley Legacy and Accountants' New Frontier in AI Security, Privacy, Compliance and Ethics*Key Takeaways | |
| 8/11/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| A Culture of Regulatory Ethics: A Competitive Advantage (Webinar) (25WX-2680)25WX-2680 | *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 | |
| 9/15/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| New Ethical AI Practices for CPAs: Ensuring Responsible Use (Webinar) (25WX-2353)25WX-2353 | *Understanding ethical implications of AI*Data privacy and security considerations*Compliance with regulations and professional standards*Developing ethical AI policies and procedures | |
| 8/25/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Analyzing Financial Statements (Webinar) (25WX-2397)25WX-2397 | *Balance sheet analysis*Income statement analysis*Cash flow statement analysis*Clues in the notes and MD&A*Industry nuances | |
| 8/27/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Supporting Mental Wellness to Thrive in Work and Life (Webinar) (25WX-2064)25WX-2064 | *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 | |
| 8/8/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Lessons on Fraud Prevention from Sam Bankman-Fried's Crypto (Webinar) (25WX-2195)25WX-2195 | *What starts a government investigation for white-collar crime?*What is an indictment?*What is extradition?*What are pre-trial proceedings?*What is a mitigation strategy?*What is a plea agreement?*What is discovery in a criminal case?*What factors influence a sentence in a white-collar crime?*What collateral consequences follow for people convicted of business-related crime? | |
| 8/15/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Building a Better Budget in a Time of Uncertainty (Webinar) (25WX-2366)25WX-2366 | *Budgets vs. forecasts*Cyclicality*Core earnings & sustainable growth*Identifying key forecast drivers*Reasonableness in forecasting*Approaches to budgeting*Budgeting variances*Horizontal analysis*Flexible budgeting | |
| 8/25/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Hot Topics Accounting Update (Webinar) (25WX-1763)25WX-1763 | *New accounting standards*The impact on Financial Reporting*Hot topics in financial reporting*Current and emerging US GAAP requirements | |
| 7/22/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Integrate ChatGPT into Your Client Advisory Services (Webinar) (25WX-1793)25WX-1793 | *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 | |
| 7/23/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ChatGPT and Advanced Financial Analysis for Accountants (Webinar) (25WX-1714)25WX-1714 | *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 | |
| 7/18/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Controls to Secure the Growing Digital Footprint (Webinar) (25WX-3021)25WX-3021 | *Securing individual documents*Protecting information resident in the Cloud*Securing data stored on or accessed by mobile devices | |
| 10/3/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| I Spy with My Little Eye...an Illegality (Webinar) (25WX-2258)25WX-2258 | *Are Accountants the Conscience of Business?*Today's Ethical Duty of Confidentiality*IESBA NOCLAR Pronouncement*Where We Go from Here (No Clarity?)*Case Discussion and Analysis*Conclusion | |
| 8/19/2025 | 1:30 - 2:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| New How AI Fits into the Accounting World (Webinar) (25WX-1870)25WX-1870 | *An overview of AI constructs*How artificial intelligence is being used by accountants today*Accounting-centric AI developments on the horizon | |
| 7/28/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Operations Level Internal Control (Webinar) (25WX-2525)25WX-2525 | *An overview of controls that drive procedures*Considerations for procedural control development*Understanding and controlling risk that arises when organizations change | |
| 9/4/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Fraud Case Studies: 21st Century Professional Misbehavior (Webinar) (25WX-2354)25WX-2354 | *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 | |
| 8/25/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
| New Implementing an AI-Enabled Marketing Strategy for Your Firm (Webinar) (25WX-2386)25WX-2386 | *Module 1: Introduction to AI in Marketing The Basics of AI -- Concepts and Terminology*Module 2: Leveraging AI Tools and Technologies Overview of AI Tools for Marketing*Module 3: Practical Strategies for AI Integration Integrating AI into Your Marketing Workflow*Module 4: Measuring AI-Driven Marketing Effectiveness Key Metrics for Assessing AI-Driven Campaigns*Module 5: Real-Life Case Studies and Success Stories Case Studies of Firms Successfully Using AI in Marketing*Module 6: Developing Your AI-Enabled Marketing Strategy Creating a Custom AI Marketing Strategy | |
| 8/26/2025 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Tactics to Find Work-Life Balance in a Complex World (Webinar) (25WX-1792)25WX-1792 | *How to get more out of one's work*How to achieve greater balance between today's ever more demanding and complex demands of work without losing sight of what is important in daily routines*Example of how to develop and be challenged by your own personal bucket list | |
| 7/23/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Mastering the Art of Conflict: CPA Transformative Strategies (Webinar) (25WX-1725)25WX-1725 | *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 | |
| 7/18/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| An Ethical Approach to Mental Health Issues at Work (Webinar) (25WX-2105)25WX-2105 | *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 | |
| 8/11/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| How to Start a CFO Service (Webinar) (25WX-1727)25WX-1727 | *What business owners really want from a CFO/business advisory service (it's not what you think)*How to determine if you're qualified to provide CFO/business advisory services*Why now is the right time to be providing CFO/business advisory services*How to get new clients to your practice and how to approach existing clients*Why clients need you and why you need them*How much you should be charging for this type of service*How to provide a CFO/business advisory service in the most efficient way possible | |
| 7/19/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Selected Ethics Topics 2025 (Webinar) (25WX-2964)25WX-2964 | *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 | |
| 10/1/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| About the TIGTA: Who Watches the IRS? (Webinar) (25WX-1911)25WX-1911 | *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 | |
| 7/30/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Internal Control Changes for Remote Workers (Webinar) (25WX-2607)25WX-2607 | *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 | |
| 9/10/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Coping With the Growth of Online Fraud (Webinar) (25WX-1719)25WX-1719 | *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 | |
| 7/18/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Yellow Book Ethics (Webinar) (25WX-2029)25WX-2029 | *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 | |
| 8/6/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New A Working Parent's Guide to Prioritizing Mental Wellness (Webinar) (25WX-2812)25WX-2812 | *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 | |
| 9/23/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Generative AI Strategy for Accountants (Webinar) (25WX-1963)25WX-1963 | *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 | |
| 8/1/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New ChatGPT and Advanced Accounting Research (Webinar) (25WX-2527)25WX-2527 | *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 | |
| 9/4/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Mastering the Art of Conflict: CPA Transformative Strategies (Webinar) (25WX-2235)25WX-2235 | *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 | |
| 8/18/2025 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| ChatGPT Bootcamp for CPAs with John Higgins (Webinar) (25WX-3003)25WX-3003 | *Review the history of ChatGPT*Tour of the ChatGPT app and how to use it*Setting up a ChatGPT account (free & premium)*Variety of hands-on case study examples for accounting, finance and tax*A look under the hood at how ChatGPT works*Caution - how to avoid risks in using ChatGPT*A look into the future potential for AI in business | |
| 10/2/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Role of Internal Control in the Risk-Based Audit (Webinar) (25WX-1944)25WX-1944 | *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 | |
| 8/1/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethics at Work: Diversity, Equity and Inclusion (Webinar) (25WX-2534)25WX-2534 | *Overview of ethics*Ethical values and principles*DEI working definitions*Unconscious bias, assumptions, microaggressions*Standing Up and Speaking Out*DEI and Organizational Responsibility | |
| 9/5/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| The Ethics of Self-Esteem For Women (Webinar) (25WX-1820)25WX-1820 | *Self-Esteem: What is it?*Belief systems*Benefits of high delf rsteem*Minimizing traps of low self esteem*Components of high self esteem | |
| 7/24/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Noble Leadership: An Ethical Approach (Webinar) (25WX-1864)25WX-1864 | *Leadership Definition*Virtue Ethics*Relationship of Virtue Ethics to Leadership*Characteristics of the Noble Leader*Actions to create a culture of respect and dignity | |
| 7/28/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| The Bookkeeper Goes to Prison (Webinar) (25WX-2985)25WX-2985 | *Career choices*Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 10/2/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Monthly Federal Tax Updates: August 2025 (Webinar) (25WX-1978)25WX-1978 | *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 | |
| 8/4/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: How to Give and Receive Criticism the Right Way (Webinar) (25WX-2149)25WX-2149 | *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 | |
| 8/13/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Comprehensive Audit and SSARS Update (Webinar) (25WX-2280)25WX-2280 | *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 | |
| 8/20/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Forensic Accounting: Court Approved Methods of Proof (Webinar) (25WX-2663)25WX-2663 | *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 | |
| 9/13/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Leadership Skills of Tomorrow: Delegate and Listen (Webinar) (25WX-2722)25WX-2722 | *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 | |
| 9/17/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New How to Audit Expenses and Payables (Webinar) (25WX-2644)25WX-2644 | *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 | |
| 9/12/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Disrupt to Dominate: Mastering Change Leadership (Webinar) (25WX-2093)25WX-2093 | *The urgency of leading change now and 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 | |
| 8/9/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Implementing an AI-Enabled Marketing Strategy for Your Firm (Webinar) (25WX-2783)25WX-2783 | *Module 1: Introduction to AI in Marketing The Basics of AI -- Concepts and Terminology*Module 2: Leveraging AI Tools and Technologies Overview of AI Tools for Marketing*Module 3: Practical Strategies for AI Integration Integrating AI into Your Marketing Workflow*Module 4: Measuring AI-Driven Marketing Effectiveness Key Metrics for Assessing AI-Driven Campaigns*Module 5: Real-Life Case Studies and Success Stories Case Studies of Firms Successfully Using AI in Marketing*Module 6: Developing Your AI-Enabled Marketing Strategy Creating a Custom AI Marketing Strategy | |
| 9/20/2025 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Master the Art of CPA Communication: Boost Your Influence! (Webinar) (25WX-1824)25WX-1824 | *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 | |
| 7/24/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New ChatGPT Vision for Financial Analysis (Webinar) (25WX-2317)25WX-2317 | *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 | |
| 8/22/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Partnership Tax Updates (Webinar) (25WX-2144)25WX-2144 | *Court decisions covering partnership issues such as TEFRA, Statute of Limitations, Economic Substance, and Sec. 754 Elections*IRS procedural updates on passthrough entities*New developments on conservation easements | |
| 8/13/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Retaining Talent in a Competitive Marketplace (Webinar) (25WX-3047)25WX-3047 | *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 | |
| 10/6/2025 | 10:30 a.m. - 2:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Ethical Management of Conflict (Webinar) (25WX-2659)25WX-2659 | *Professionalism, conflict and ethics*Sources and approaches to conflict*Managing conflict from the inside: Awareness of human tendencies, human emotions, and gossip*Guidelines for managing conflict collaboratively | |
| 9/13/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Enterprise-Wide Risk Management in Accounting and Finance (Webinar) (25WX-2479)25WX-2479 | *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 | |
| 9/2/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Get started with Power BI (Webinar) (25WX-3042)25WX-3042 | *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 | |
| 10/6/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Leadershift: Drive Results Through Ethical Performance Management (Webinar) (25WX-2554)25WX-2554 | *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 | |
| 9/5/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| New Avoiding the Most Misapplied Audit Concepts (Webinar) (25WX-1917)25WX-1917 | *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 | |
| 7/30/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Internal Control Changes for Remote Workers (Webinar) (25WX-1989)25WX-1989 | *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 | |
| 8/4/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Business Tax Update: Recent Developments (Webinar) (25WX-2670)25WX-2670 | *2024/25 legislation impacting business taxpayers*Extenders legislation update*Meals and entertainment expense reporting*Partnership and S corporation updateIncome and deductions | |
| 9/15/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CPAxPACK Bundle: Forensic Accounting -- Investigate, Analyze, Report (Webinar) (25WX-2486)25WX-2486 | *Course 1: Forensic Accounting: Court Approved Methods of Proof | CPE: 4 | Description: How does a forensic accountant calculate financial losses? Federal courts have approved various ways to calculate losses ranging from net worth method of proof to the expenditures method. Each method of proof depends on the available facts to the forensic accountant. This presentation will focus on the various court approved methods of proof, when to use them, and how to calculate the total loss. *Course 2: Forensic Accounting: When the Office Is a Crime Scene | CPE: 4 | Description: Embezzlement happens often to many small businesses. Unfortunately, the lack of internal controls allow the embezzlement to remain undetected for years. But when it is discovered, the small business owner will most likely contact their CPA for advice. What should you do when your client contacts you about their employee embezzling money from their business? What options should you present to your client? How can your client protect themselves, while investigating the embezzlement? What steps need to be taken about preserving any documents, emails, texts, or phone calls? This course teaches how to engage the client, properly identify the evidence needed to prove the crime, how to write the report for civil and criminal trial, and best practices in preserving electronic and paper evidence. *Course 3: Forensic Accounting: Crafting Expert Reports | CPE: 4 | Description: When forensic accountants are hired to conduct an analysis and investigations, they are commonly expected to write a report. This report can be short or long, depending on the circumstances. This presentation is how to write an effective expert report that will withstand scrutiny of both parties of litigation and the court. The presentation will also include best practices, ethics, and components of an effective report. | |
| 9/2/2025 | 8 a.m. - 4 p.m. | Online | 12 CPE (12 tech, 0 non-tech) | 4 Ethics |
| Creating an Ethical Work Environment (Webinar) (25WX-2840)25WX-2840 | *Ethical values and principles*Human factors impacting ethical choices*Professional and organizational responsibilities in creating an ethical work environment*Tools for ethical decision making | |
| 9/24/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| S Corporations: Calculating Shareholder Basis (Webinar) (25WX-2547)25WX-2547 | *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 | |
| 9/5/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Forensic Accounting: Investigating Divorce Cases (Webinar) (25WX-3004)25WX-3004 | *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 | |
| 10/2/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Common Financial Statement Disclosures (Webinar) (25WX-2272)25WX-2272 | *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 | |
| 8/20/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Analyzing Financial Statements (Webinar) (25WX-2102)25WX-2102 | *Balance sheet analysis*Income statement analysis*Cash flow statement analysis*Clues in the notes and MD&A*Industry nuances | |
| 8/11/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Entertainment, Meals and Travel Expenses: Review and Update (Webinar) (25WX-2815)25WX-2815 | *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 | |
| 9/23/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Everyday Ethics at Work: Don't be the Next News Story! (Webinar) (25WX-2036)25WX-2036 | *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 | |
| 8/6/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Using ChatGPT with Excel (Webinar) (25WX-2934)25WX-2934 | *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 | |
| 9/30/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New AI for CPAs: How it Works and How to Apply it (Webinar) (25WX-2391)25WX-2391 | *Fundamentals of machine learning and AI algorithms*How generative AI models like ChatGPT function*Practical examples of generative AI in accounting, finance and tax*Key terminologies and concepts simplified*AI Agents for process automation | |
| 8/26/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Best Non-Google Search Tools for Accountants (Webinar) (25WX-2092)25WX-2092 | *Why Advanced Search Skills Are So Critical for Accountants*Why You Need More than Google to Search the Internet*GARP: Generally Accepted Research Principles*Alternatives to Google*Advisory Search*Social Search*Specialty search*Search Engine resources*What's Ahead in Search | |
| 8/9/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CPAxPACK Bundle: Audit Essentials -- Cash, Expenses, Inventory (Webinar) (25WX-1958)25WX-1958 | *Course 1: How to Audit Cash | CPE: 2 | Description: Cash is essential to every business, and is often one of the first accounts audit staff are exposed to. This course will cover the basics of auditing cash, including the related audit assertions, risks, & threats to the cash balance. During this course, we will also highlight the various substantive auditing procedures that staff should perform, and also walk through some real-world examples. *Course 2: How to Audit Inventory | CPE: 2 | Description: Inventory observations are often a right of passage for audit staff. This course will cover the basics of auditing inventory, including the related audit assertions, risks, & threats to inventory. During this course, we will also highlight the various substantive auditing procedures that staff should perform, and also walk through how to conduct a physical inventory observation.*Course 3: How to Audit Expenses and Payables | CPE: 2 | Description: It is imperative that audit staff understand the fundamentals of expenses and payables. This course will cover the basics of auditing expenses, accrued liabilities, and other payables, including the related audit assertions, risks, and threats to the expenses and payables balances. During this course, we will also highlight the various substantive auditing procedures that staff should perform, and also walk through some real-world examples. | |
| 8/1/2025 | 8 a.m. - 4 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| New Avoiding the Most Misapplied Audit Concepts (Webinar) (25WX-2139)25WX-2139 | *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 | |
| 8/12/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New A Working Parent's Guide to Prioritizing Mental Wellness (Webinar) (25WX-1761)25WX-1761 | *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 | |
| 7/22/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New SECURE Act 2.0 and Updates (Webinar) (25WX-1879)25WX-1879 | *Implications for individualsChanges 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*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 | |
| 7/29/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Generative AI Strategy for Accountants (Webinar) (25WX-1799)25WX-1799 | *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 | |
| 7/23/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Deep Dive Into Common Auditing Deficiencies (Webinar) (25WX-2167)25WX-2167 | *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 | |
| 8/13/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Ethics of Recruitment and Selection (Webinar) (25WX-2376)25WX-2376 | *Discussion of ethical and effective recruiting strategies*Selection processes that foster diversity and inclusion*How to increase talent pools to ensure hiring success | |
| 8/26/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Coaching the Next Generation of CPAs (Webinar) (25WX-2804)25WX-2804 | *Building a high-performing team comprised of multi-generational workers*How to effectively communicate with the millennial worker*Leveraging younger staff in business development opportunities*Measuring the productivity of a millennial workforce | |
| 9/22/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Hot Topics Audit and Attest Update (Webinar) (25WX-2295)25WX-2295 | *Recent quality improvements to the SASs and SSARs*Other matters that should be on your radar | |
| 8/21/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Installment sales: Maximize Tax Benefits and Stay Compliant (Webinar) (25WX-2090)25WX-2090 | *Installment sale treatment eligibility*When to elect out of installment sale treatment*Installment sale of business assets*Installment sale default and the rules for personal property versus real property*Installment sales and depreciation recapture | |
| 8/9/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Using AI to Instantly Transform Ideas into Revenue Streams (Webinar) (25WX-2543)25WX-2543 | *AI-powered ideation and opportunity identification techniques*Digital asset creation workflows using generative AI tools*Audio and video content generation using AI avatars and synthesis*E-commerce integration and product development strategies*AI-driven presentation and visual content creation*Social media content optimization and distribution*Multi-format content transformation (articles, songs, comics, storyboards) | |
| 9/5/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Will Your Ethics Be Burned by Burnout? (Webinar) (25WX-2947)25WX-2947 | *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 | |
| 9/30/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Steps to Stop External Fraud (Webinar) (25WX-2593)25WX-2593 | *Types of external fraud*Considerations as organizations work to reduce fraud risk*External fraud and known parties/External fraud unknown perpetrators | |
| 9/9/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AI Revolution: The Big Picture for CPAs (Webinar) (25WX-1984)25WX-1984 | *Overview of AI and its evolution in business*Deep dive into generative AI and its applications*Impact of AI on accounting, tax and finance sectors*Future trends and opportunities for CPAs*Preparing for the AI-driven business environment | |
| 8/4/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AICPA Regulatory Ethics Update (Webinar) (25WX-2251)25WX-2251 | *The Professional Ethics Executive Committee's updated ethics rules*An overview of recently issued ethics rules that CPAs need to know to be compliant | |
| 8/19/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Side-Hustle CFO (Webinar) (25WX-2898)25WX-2898 | *The systems you need to start your own advisory service*Information on how to package, price and market your business*Transforming accounting knowledge into expertise you can sell | |
| 9/27/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Determining Reasonable Compensation for Owner Employees (Webinar) (25WX-2784)25WX-2784 | *An analytical framework for analyzing and opining on reasonable replacement compensation for owner-employees of closely held businesses and professional practices in the context of tax planning, compliance, management consulting and business appraisal assignments*Executive compensation components, including the valuation of non-qualified plans and restricted stock units | |
| 9/20/2025 | 8 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Professional Ethical Considerations for CPAs (Webinar) (25WX-2200)25WX-2200 | *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 | |
| 8/15/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Annual Update for Governmental Accountants and Auditors (Webinar) (25WX-2693)25WX-2693 | *GASB 100, accounting changes and error corrections*GASB 101, Compensated Absences*Yellow Book and Single Audit engagements*Yellow Book independence requirements*Changes to the Uniform Guidance*2024 Compliance Supplement and the common deficiencies identified by the federal agencies and peer reviewers | |
| 9/16/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| PPP Fraud and Financial Professionals (Webinar) (25WX-2172)25WX-2172 | *Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 8/14/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Business Partnerships: Managing Supplier Relationships (Webinar) (25WX-2567)25WX-2567 | *Overview of supplier contracts*Case studies of successful and not-so-successful supplier relationships*Risk potentials | |
| 9/8/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Complete Guide to Analyze Data with Excel PivotTables (Webinar) (25WX-2241)25WX-2241 | *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 | |
| 8/18/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Lessons on Fraud Prevention from Sam Bankman-Fried's Crypto (Webinar) (25WX-2754)25WX-2754 | *What starts a government investigation for white-collar crime?*What is an indictment?*What is extradition?*What are pre-trial proceedings?*What is a mitigation strategy?*What is a plea agreement?*What is discovery in a criminal case?*What factors influence a sentence in a white-collar crime?*What collateral consequences follow for people convicted of business-related crime? | |
| 9/19/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New How Recent Auditing Standards Improve Risk-Based Audits (Webinar) (25WX-2339)25WX-2339 | *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 | |
| 8/22/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Bookkeeper Goes to Prison (Webinar) (25WX-2688)25WX-2688 | *Career choices*Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 9/16/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Microsoft Teams: Everything You Need to Know From A to Z (Webinar) (25WX-2974)25WX-2974 | *Understanding the "big picture" of the role the Teams app plays in your Microsoft 365 ecosystem*How to effectively design your teams/channels configuration*Detailed review of all the features for creating conversation posts*Detailed review of all the features for creating, editing and managing Office files within the Teams app*How to use the search features to find Teams content instantly*Step by step review of how to host and participate in Teams online meetings*Using Teams calling features for your phone system*How to manage your notification settings in Teams | |
| 10/1/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Fraud Busters: Controls to Prevent and Detect Fraud (Webinar) (25WX-2691)25WX-2691 | *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 | |
| 9/16/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Corporate Transparency Act Developments (Webinar) (25WX-2514)25WX-2514 | *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 inNSB*Potential reporting requirements due to FinCen's proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers | |
| 9/4/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics of AI: A CPA's Guide (Webinar) (25WX-1998)25WX-1998 | *A primer on AI technology applications in the accounting profession*Ethical dilemmas that originate from the use of AI by CPAs*Practical guidelines for using AI technology ethically*Step by step guide for creating an AI usage policy for your organization*Review of a variety of reference materials to assist you in using AI ethically | |
| 8/4/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Understanding the New Forms K-2 and K-3 (Webinar) (25WX-2617)25WX-2617 | *Introduction to Schedules K-2 and K-3*Review the filing requirements*Discuss the different parts of the schedules and what needs to be included | |
| 9/11/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| IRS Penalties and Abatements (Webinar) (25WX-2897)25WX-2897 | *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 | |
| 9/27/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Deep Dive Into Common Auditing Deficiencies (Webinar) (25WX-2950)25WX-2950 | *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 | |
| 9/30/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| ChatGPT Bootcamp for CPAs with John Higgins (Webinar) (25WX-2632)25WX-2632 | *Review the history of ChatGPT*Tour of the ChatGPT app and how to use it*Setting up a ChatGPT account (free & premium)*Variety of hands-on case study examples for accounting, finance and tax*A look under the hood at how ChatGPT works*Caution - how to avoid risks in using ChatGPT*A look into the future potential for AI in business | |
| 9/11/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Deep Dive Into Common Auditing Deficiencies (Webinar) (25WX-2817)25WX-2817 | *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 | |
| 9/23/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Create Paginated Reports with Power BI Report Builder (Webinar) (25WX-1805)25WX-1805 | *Introduction to Power BI Report Builder: Overview of the tool, its interface, and integration with the Power BI ecosystem*Designing Report Layouts: Techniques for setting up professional layouts, including headers, footers, and managing pagination*Data Connection and Management: Connecting to various data sources and preparing data for reporting*Creating Visualizations: Utilizing Power BI's visualization tools for impactful data presentation*Advanced Report Features: Exploring sub-reports, drill-through capabilities, and dynamic expressions*Publishing and Sharing: Guidelines for publishing reports to the Power BI service and sharing them with relevant stakeholders | |
| 7/24/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethics Based Leadership for Women (Webinar) (25WX-1753)25WX-1753 | *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 | |
| 7/21/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New AI Revolution: The Big Picture for CPAs (Webinar) (25WX-2299)25WX-2299 | *Overview of AI and its evolution in business*Deep dive into generative AI and its applications*Impact of AI on accounting, tax and finance sectors*Future trends and opportunities for CPAs*Preparing for the AI-driven business environment | |
| 8/21/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New GPT Builder for Accountants (Webinar) (25WX-2156)25WX-2156 | *Introduction to GPT Builder platform and interface for accounting professionals*Creating accounting-specific custom instructions and knowledge bases*Implementing financial data analysis capabilities through GPTs*Designing GPTs for tax preparation assistance and compliance checking*Building client communication tools with accounting terminology*Enhancing bookkeeping efficiency with automated GPT workflows*Security and confidentiality considerations for financial data | |
| 8/13/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Advanced Excel for Staff: Build Reports and Analyze Data (Webinar) (25WX-2558)25WX-2558 | *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 | |
| 9/8/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Microsoft 365: Save More Time, Make More Money (Webinar) (25WX-2181)25WX-2181 | *Appreciate the full potential of Microsoft 365 to drive efficiency in your business*Learn best practices for harnessing the power of Microsoft 365*Design your Teams app setup to meet the unique attributes of your business*Use SharePoint and OneDrive to organize your files and share them securely internally and externally*Organize your thoughts, meeting notes and other content centrally in OneNote*Manage your projects, large and small, with the Planner app*Deploy the Stream app to document processes efficiently and effectively*Bonus Content: Understand how to harness the power of AI with Microsoft Copilot | |
| 8/14/2025 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Hot Topics Accounting Update (Webinar) (25WX-2641)25WX-2641 | *New accounting standards*The impact on Financial Reporting*Hot topics in financial reporting*Current and emerging US GAAP requirements | |
| 9/12/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Generative AI in Practice: Boost Efficiency and Profitability (Webinar) (25WX-1931)25WX-1931 | *Implementing AI for accounting automation*Enhancing auditing processes with AI tools*AI applications in tax compliance*Leveraging AI for business advisory services | |
| 7/31/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Erase the Mark: Best Practices in Penalty Abatement (Webinar) (25WX-2944)25WX-2944 | *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 | |
| 9/30/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Ethical Considerations of the New AICPA SSTS Rules (Webinar) (25WX-1887)25WX-1887 | *Review of the new AICPA Statement on Standards for Tax Services*Reorganization of SSTS by type of work performed*Discuss new standards on data protection, reliance on tools and representation of tax clients before taxing authorities | |
| 7/29/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Invest in Your Mental Health and Avoid Burnout (Webinar) (25WX-2330)25WX-2330 | *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 | |
| 8/22/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Master the Art of CPA Communication: Boost Your Influence! (Webinar) (25WX-1897)25WX-1897 | *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 | |
| 7/29/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Synchronize Your Files to the Cloud With SharePoint (Webinar) (25WX-2429)25WX-2429 | *Overview of the OneDrive Sync app functionality*Step-by-step review and demonstration of how to deploy this appInstalling the Sync app on your local devices*Configuring the files and folders to synchronize toy your local device*Manage the locally stored files*Best practice tips for using the Sync app and avoiding common mistakes | |
| 8/28/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Becoming Conflict Competent (Webinar) (25WX-2853)25WX-2853 | *Levels of conflict*Strategies to de-escalate conflict*Distinction between miscommunication and conflict*Responses to conflict*Tactics to address, rather than avoid, conflict | |
| 9/25/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Get started with Power BI (Webinar) (25WX-2802)25WX-2802 | *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 | |
| 9/22/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New S Corporations: Comprehensive Walkthrough of Form 1120S (Webinar) (25WX-2233)25WX-2233 | *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*IRC 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 | |
| 8/18/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| ChatGPT and IRS Taxation Law Research (Webinar) (25WX-2254)25WX-2254 | *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 | |
| 8/19/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Exercise Your Ethics: Techniques to Improve Ethical Response (Webinar) (25WX-2518)25WX-2518 | *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 | |
| 9/4/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Google Gemini AI for Accountants (Webinar) (25WX-2563)25WX-2563 | *Google Gemini Quick Start*Gemini Standalone Chatbot*Mobile App*Gemini integration with: Workspace, Gmail,Docs, Sheets, Slides*User Tips | |
| 9/8/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Securing Your Data with a Password Management App (Webinar) (25WX-2279)25WX-2279 | *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 | |
| 8/20/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethics: IRS Behavioral Insights for Accountants (Webinar) (25WX-1983)25WX-1983 | *Behavioral insights (BI) PrimerHow and why BI are used by the IRSIRS and individual decision-making*IRS and environmental and design considerations*IRS and social norms*IRS "top of mind" issues BI and Implementation of tax reform legislation BI and private debt collection*BI and online taxpayer accounts*BI and taxpayer rights in "real" vs. "unreal" audits*BI and the tax-exempt approval process*BI and passport renewal and revocation*How to use BI to more mindfully interact with the IRS to improve outcomes | |
| 8/4/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| CFO Solutions to IRS Problems (Webinar) (25WX-2242)25WX-2242 | *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 | |
| 8/18/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Exploring Internal Controls That Could Have Prevented Frauds (Webinar) (25WX-2616)25WX-2616 | *Examination of actual frauds*Discussion of internal controls that could have prevented the frauds*Contemplation of epiphanies for your own professional scenarios | |
| 9/11/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Exploring Internal Controls That Could Have Prevented Frauds (Webinar) (25WX-1977)25WX-1977 | *Examination of actual frauds*Discussion of internal controls that could have prevented the frauds*Contemplation of epiphanies for your own professional scenarios | |
| 8/4/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New How to Audit Inventory (Webinar) (25WX-2541)25WX-2541 | *Auditing Inventory*Related audit assertions, risks, and threats to inventory*Substantive auditing procedures that staff should perform | |
| 9/5/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Supervision/Management Competencies: An Ethical Approach (Webinar) (25WX-2165)25WX-2165 | *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 | |
| 8/13/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New SECURE Act 2.0 and Updates (Webinar) (25WX-2955)25WX-2955 | *Implications for individualsChanges 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*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 | |
| 10/1/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Forensic Accounting: Finding Hidden Treasure in Tax Returns (Webinar) (25WX-1757)25WX-1757 | *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 | |
| 7/21/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Accounting for the Gig Economy (Webinar) (25WX-1867)25WX-1867 | *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 | |
| 7/28/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethics of Care in the Workplace (Webinar) (25WX-2448)25WX-2448 | *Ethical values and principles*Compassion*Managing expectations*Respect and humility*Attribution Theory | |
| 8/29/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New CPAxPACK Bundle: Forensic Accounting -- Investigate, Analyze, Report (Webinar) (25WX-1970)25WX-1970 | *Course 1: Forensic Accounting: Court Approved Methods of Proof | CPE: 4 | Description: How does a forensic accountant calculate financial losses? Federal courts have approved various ways to calculate losses ranging from net worth method of proof to the expenditures method. Each method of proof depends on the available facts to the forensic accountant. This presentation will focus on the various court approved methods of proof, when to use them, and how to calculate the total loss. *Course 2: Forensic Accounting: When the Office Is a Crime Scene | CPE: 4 | Description: Embezzlement happens often to many small businesses. Unfortunately, the lack of internal controls allow the embezzlement to remain undetected for years. But when it is discovered, the small business owner will most likely contact their CPA for advice. What should you do when your client contacts you about their employee embezzling money from their business? What options should you present to your client? How can your client protect themselves, while investigating the embezzlement? What steps need to be taken about preserving any documents, emails, texts, or phone calls? This course teaches how to engage the client, properly identify the evidence needed to prove the crime, how to write the report for civil and criminal trial, and best practices in preserving electronic and paper evidence. *Course 3: Forensic Accounting: Crafting Expert Reports | CPE: 4 | Description: When forensic accountants are hired to conduct an analysis and investigations, they are commonly expected to write a report. This report can be short or long, depending on the circumstances. This presentation is how to write an effective expert report that will withstand scrutiny of both parties of litigation and the court. The presentation will also include best practices, ethics, and components of an effective report. | |
| 8/1/2025 | 8 a.m. - 4 p.m. | Online | 12 CPE (12 tech, 0 non-tech) | 4 Ethics |
| What You Can Learn From the Statement of Cash Flows (Webinar) (25WX-2196)25WX-2196 | *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 | |
| 8/15/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New SECURE Act 2.0 and Updates (Webinar) (25WX-2465)25WX-2465 | *Implications for individualsChanges 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*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 | |
| 9/2/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 1040 Tax Prep Automation with AI Tools (Webinar) (25WX-1813)25WX-1813 | *Overview of AI technology and how it works8Identify where AI can be incorporated into the 1040 process*Using ChatGPT and Microsoft 365 Copilot for 1040 tax research, analysis and communications*Using StanfordTax AI based software to automate client source document collection and organization and integrate it with the leading 1040 tax software solutions including CCH Axcess, CCH ProSystem fx, UltraTax, Lacerte, ProSeries and Drake*A roadmap for using AI to improve client communications and 1040 based advisory services | |
| 7/24/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How to Start a CFO Service (Webinar) (25WX-2422)25WX-2422 | *What business owners really want from a CFO/business advisory service (it's not what you think)*How to determine if you're qualified to provide CFO/business advisory services*Why now is the right time to be providing CFO/business advisory services*How to get new clients to your practice and how to approach existing clients*Why clients need you and why you need them*How much you should be charging for this type of service*How to provide a CFO/business advisory service in the most efficient way possible | |
| 8/28/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Adobe Acrobat Tips for Working with PDF Files (Webinar) (25WX-2739)25WX-2739 | *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 | |
| 9/18/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Managerial Accounting: Your Prescription for Better Decisions (Webinar) (25WX-2927)25WX-2927 | *Target profit and break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis*Budgeting | |
| 9/29/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Generative AI Strategy for Accountants (Webinar) (25WX-2312)25WX-2312 | *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 | |
| 8/21/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Advanced Excel for Staff: Build Reports and Analyze Data (Webinar) (25WX-2876)25WX-2876 | *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 | |
| 9/26/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Using e-Signature Software to Process Agreements (Webinar) (25WX-2551)25WX-2551 | *Review of the digital document signing process*Key features to evaluate in selecting a solution*Review and distinguish top selling e-signature applications*Best practices for deploying e-signature software in your practice or business | |
| 9/5/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethics Case Studies: Remaining Ethical in the Age of Oversharing (Webinar) (25WX-2523)25WX-2523 | *Risks associated with social media*Sections of the AICPA Code of Professional Conduct that might be violated using social media*Case study discussions | |
| 9/4/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Navigating IRS Collections: Overview of Form 433 and Offers in Compromise (Webinar) (25WX-1985)25WX-1985 | *Overview of the IRS collection process and enforcement actions.Initial notices, taxpayer rights, and IRS timelines*When to use Forms 433-A or 433-B and required documentation*Offer in Compromise (OIC): criteria, process, and practical considerations*Payment options: installment agreements, partial payment plans, and OIC*Advising clients on IRS collections and avoiding penalties*Compliance strategies for minimizing tax liabilities*Real-world scenarios and examples for tax debt resolution | |
| 8/4/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Take Command of Your Time (Webinar) (25WX-2678)25WX-2678 | *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) | |
| 9/15/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Partnership/LLC Taxation: Tax Basis Capital Accounts (Webinar) (25WX-2103)25WX-2103 | *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 | |
| 8/11/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Supporting Mental Wellness to Thrive in Work and Life (Webinar) (25WX-2370)25WX-2370 | *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 | |
| 8/26/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Accountants and Malpractice: Can We Get Sued for This? (Webinar) (25WX-2005)25WX-2005 | *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 | |
| 8/5/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Leverage PowerBI.com to Create Data Analysis for Others (Webinar) (25WX-2757)25WX-2757 | *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. | |
| 9/19/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethics: IRS Behavioral Insights for Accountants (Webinar) (25WX-1834)25WX-1834 | *Behavioral insights (BI) PrimerHow and why BI are used by the IRSIRS and individual decision-making*IRS and environmental and design considerations*IRS and social norms*IRS "top of mind" issues BI and Implementation of tax reform legislation BI and private debt collection*BI and online taxpayer accounts*BI and taxpayer rights in "real" vs. "unreal" audits*BI and the tax-exempt approval process*BI and passport renewal and revocation*How to use BI to more mindfully interact with the IRS to improve outcomes | |
| 7/25/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New CPAxPACK Bundle: Combatting Fraud -- Master Prevention and Detection (Webinar) (25WX-1957)25WX-1957 | *Course 1: Fraud Busters: Controls to Prevent & Detect Fraud | CPE: 2 | Field of Study: Auditing, Accounting | Description: This course investigates actual real-world fraud schemes and discusses what controls could have prevented the fraud from occurring, and what controls could detect and curtail the fraud scheme. The instructor speaks from experience, finding multiple frauds very early in her career leading to a career-long focus on fraud prevention and detection. *Course 2: Steps to Stop External Fraud | CPE: 2 | Field of Study: Accounting | Description: Until recently, a percentage of organizations discounted the risk related to external fraud attempts. Most were only concerned with protecting physical assets such as inventory or fixed assets. However, because of the many highly publicized corporate hacking events, such as the ones that affected the Colonial Pipeline and JBS Meats, more attention is being paid to external fraud risk of all types. In this session, we look at what is included in a definition of external fraud and then delve into specific control issues that can give rise to increased risk. We then discuss measures that organizations can employ to help reduce exposure to external attacks. *Course 3: Money Laundering 101 for CPAs | CPE: 4 | Field of Study: Specialized Knowledge | Description: CPAs spend most of their working lives reviewing bank statements and books and records of businesses. They are experts in understanding how to prepare financial statements according to GAAP. But would a CPA know a possible money laundering transaction if they saw it? Would they know about a money laundering business? Money laundering is a subject of many action and thriller movies, but rarely understood. This presentation will educate the CPA in understanding the basics of money laundering and how to identify money laundering. This presentation will help the CPA know the truth about money laundering, how to identify it, the statutes that define it, and the court cases that interpret it. | |
| 8/1/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Ethics of Self-Esteem For Women (Webinar) (25WX-2115)25WX-2115 | *Self-Esteem: What is it?*Belief systems*Benefits of high delf rsteem*Minimizing traps of low self esteem*Components of high self esteem | |
| 8/11/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| How to Double Your Firm's Revenue Through CFO and Advisory (Webinar) (25WX-1855)25WX-1855 | *The average revenue of most accounting firms*The number of advisory clients you'll need to double your firm's revenue*How much you should be charging for advisory services*How we define CFO and advisory services*What business owners really want from their advisor*The three types of CFO/Advisory firms*How to get clients to pay you approximately $2,500 per month for advisory services*The three systems you'll need to add a CFO/Advisory service to your firm | |
| 7/26/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New SEC Case Studies: Ethical Dilemmas in Finance and Accounting (Webinar) (25WX-2286)25WX-2286 | *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 | |
| 8/20/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New CFO Series: Understand and Mitigate External and Interal Risks -- How? (Webinar) (25WX-2768)25WX-2768 | *Defining risk as it impacts organizations*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 and plan*Tactics to monitor and mitigate risk | |
| 9/19/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New How AI Fits into the Accounting World (Webinar) (25WX-2771)25WX-2771 | *An overview of AI constructs*How artificial intelligence is being used by accountants today*Accounting-centric AI developments on the horizon | |
| 9/19/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Exploring Internal Controls That Could Have Prevented Frauds (Webinar) (25WX-2786)25WX-2786 | *Examination of actual frauds*Discussion of internal controls that could have prevented the frauds*Contemplation of epiphanies for your own professional scenarios | |
| 9/22/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How Fraud Can Affect Smaller Organizations (Webinar) (25WX-2358)25WX-2358 | *The reasons for fraud*Fraudulent acts that are initiated against smaller organizations*Methods to stop fraud attempts against small businesses | |
| 8/25/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Leadershift Ethics: Things Must Change! (Webinar) (25WX-2888)25WX-2888 | *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 | |
| 9/26/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Becoming Conflict Competent (Webinar) (25WX-2597)25WX-2597 | *Levels of conflict*Strategies to de-escalate conflict*Distinction between miscommunication and conflict*Responses to conflict*Tactics to address, rather than avoid, conflict | |
| 9/10/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Coping With the Growth of Online Fraud (Webinar) (25WX-2162)25WX-2162 | *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 | |
| 8/13/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New AI Lessons Learned for Accountants (Webinar) (25WX-2938)25WX-2938 | *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 | |
| 9/30/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Best Non-Google Search Tools for Accountants (Webinar) (25WX-2229)25WX-2229 | *Why Advanced Search Skills Are So Critical for Accountants*Why You Need More than Google to Search the Internet*GARP: Generally Accepted Research Principles*Alternatives to Google*Advisory Search*Social Search*Specialty search*Search Engine resources*What's Ahead in Search | |
| 8/18/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New How AI Fits into the Accounting World (Webinar) (25WX-2995)25WX-2995 | *An overview of AI constructs*How artificial intelligence is being used by accountants today*Accounting-centric AI developments on the horizon | |
| 10/2/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| CFO Solutions to IRS Problems (Webinar) (25WX-2327)25WX-2327 | *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 | |
| 8/22/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Money Laundering 101 for CPAs (Webinar) (25WX-3050)25WX-3050 | *The theory of money laundering*Common money laundering statutes*Examples from court cases of money laundering statutes*Common occurrences with CPAs*Possible money laundering transactions*Applying the money laundering statutes in real life scenarios | |
| 10/6/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| How SAS Nos. 134-145 Improve Risk-Based Audits (Webinar) (25WX-2094)25WX-2094 | *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 | |
| 8/9/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Fraud Case Studies: 21st Century Professional Misbehavior (Webinar) (25WX-2615)25WX-2615 | *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 | |
| 9/10/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
| Ethics: How to Give and Receive Criticism the Right Way (Webinar) (25WX-1861)25WX-1861 | *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 | |
| 7/28/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Not-for-Profit GAAP Update (Webinar) (25WX-2760)25WX-2760 | *Accounting Standard Updates issued by the FASB*Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on | |
| 9/19/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Everyday Ethics at Work: Don't be the Next News Story! (Webinar) (25WX-2568)25WX-2568 | *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 | |
| 9/8/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Ethics: 10 Crucial Qualities of High Character CPAs (Webinar) (25WX-2247)25WX-2247 | *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 | |
| 8/19/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Advanced Excel: Hidden Secrets and Gems (Webinar) (25WX-2609)25WX-2609 | *Awareness of advanced functions*Creative methods for data manipulation*Using intellectual curiosity and professional skepticism to develop a problem-solving mentality*Real-life examples of innovative ways to analyze and report data with Excel*Using Excel to perform e-mail merges*Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox*Enhance creativity in your approach to developing Excel models | |
| 9/10/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Accounting of the Soul: Making the World a Better Place (Webinar) (25WX-3028)25WX-3028 | *Overview of Virtue Ethics and the Common Good*Professionalism*The Virtue of Compassion*Gossip in the Workplace*Gratitude | |
| 10/6/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Coping With the Growth of Online Fraud (Webinar) (25WX-2965)25WX-2965 | *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 | |
| 10/1/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| How AI is Automating Internal Control (Webinar) (25WX-2048)25WX-2048 | *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 | |
| 8/6/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Finding Errors in Excel Spreadsheets (Webinar) (25WX-1993)25WX-1993 | *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 | |
| 8/4/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New A&A Update With Technology Implementation (Webinar) (25WX-2276)25WX-2276 | *Deep dive into the Accounting Standards Updates (ASUs) effective in 2025*Insights from the FAF's 2024 PCC Review*Overview of FASB's Invitation to Comment - Agenda Consultation*The essential changes in quality management standards that firms must implement by the end of 2025*Common deficiencies identified by the DOL in EBP (Employee Benefit Plan) engagements and provide a peek at upcoming projects from the Auditing Standards Board (ASB) | |
| 8/20/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Yellow Book Independence and Single Audit Fundamentals (Webinar) (25WX-2023)25WX-2023 | *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 | |
| 8/5/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Annual Update for Governments and Not-for-Profits (Webinar) (25WX-2521)25WX-2521 | *New GASB standards*GASB 100, Accounting Changes and Error Corrections*GASB 101, Compensated Absences*Accounting Standard Updates issued by the FASB*Not-for-Profit Advisory Committee (NAC) and the projects they advise the FASB on*Yellow Book and Single Audit engagements*Changes in the 2024 Compliance Supplement*Changes to the Uniform Guidance*Common deficiencies identified by the federal agencies and peer reviewers | |
| 9/4/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Role of Internal Control in the Risk-Based Audit (Webinar) (25WX-2364)25WX-2364 | *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 | |
| 8/25/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New SECURE Act 2.0 and Updates (Webinar) (25WX-2713)25WX-2713 | *Implications for individualsChanges 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*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 | |
| 9/17/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Become a Data Analysis Expert (Webinar) (25WX-2735)25WX-2735 | *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 | |
| 9/18/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| An Ethical Approach to Mental Health Issues at Work (Webinar) (25WX-2694)25WX-2694 | *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 | |
| 9/16/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New AI for CPAs: How it Works and How to Apply it (Webinar) (25WX-2528)25WX-2528 | *Fundamentals of machine learning and AI algorithms*How generative AI models like ChatGPT function*Practical examples of generative AI in accounting, finance and tax*Key terminologies and concepts simplified*AI Agents for process automation | |
| 9/4/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Clean, Transform and Load Data in Power BI (Webinar) (25WX-2702)25WX-2702 | *Introduction to Power Query in Power BI: Understanding the interface and basic functionalities*Data Cleaning Techniques: Removing duplicates, handling null values, and data type conversions*Data Transformation: Advanced methods for manipulating data, including pivoting, merging, and appending queries*Data Loading: Efficiently loading data into the Power BI data model*Document the Process Steps: Setting up details for each step in the process so you can document what is happening and why | |
| 9/16/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Corporate Transparency Act Developments (Webinar) (25WX-3006)25WX-3006 | *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 inNSB*Potential reporting requirements due to FinCen's proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers | |
| 10/3/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Create Measures in Power BI That Define Your Metrics (Webinar) (25WX-2365)25WX-2365 | *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 | |
| 8/25/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Annual Update for Not-for-Profit Accountants and Auditors (Webinar) (25WX-2461)25WX-2461 | *The Not-for-Profit Advisory Committee (NAC)*Accounting Standards Updates (ASUs)*Year 2 considerations of the leases standard*Common not-for-profit deficiencies identified in peer review*What's going on at the AICPA | |
| 8/29/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Shortcuts That Excel Users Love (Webinar) (25WX-1965)25WX-1965 | *The power of keyboard shortcuts*Oft used features with more capability than meets the eye*New helpful features*Note: 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. | |
| 8/1/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New CFO Series: August 2025 Webinar Bundle (Webinar) (25WX-1967)25WX-1967 | *Week 1: CFO Series: CFO or Detective? Running Skillful Investigations | CPE: 2 | Field of Study: Auditing | Discussion Leader: Tracy Cooper, CPA, CFE | Date: Friday, August 1, 10:00 am | Description: CFOs are on the front line of managing risk within the organization, often including investigations into suspected theft or fraud. Fraud investigations are not an accounting audit. Many lack the training needed to conduct a fair and legal investigation. This course will provide the essential knowledge and skills to conduct successful internal investigations. The goal is to ensure that when a case is referred to law enforcement or results in other legal action, the findings will be admissible and robust. How can we respect the rights of all parties involved, preserve evidence, conduct proper surveillance, and distinguish between company materials and individual property? Proper investigations are intricate. Be aware of the risk to the organization and to the investigating team. The goal is to lead and plan internal investigations with confidence and legal integrity. Be aware and be prepared. *Week 2: CFO Series: Better Management Reports Clear + Simple =Great! | CPE: 2 | Field of Study: Accounting | Discussion Leader: Don Minges, MBA | Date: Friday, August 8, 10:00 am | Description: Most management reports are misunderstood and misused. Reports are dull and have been presented in the same manner for decades. Do your audiences sometimes fail to get the message? Learn how to grab your audiences' attention and deliver an actionable message. Discover the power of "The Trifecta" and the five secrets of effective reports and presentations. Learn how to make your messaging a "re-memorable event" and how to give the users what they need to know. We will discuss how to make your reports useful and understandable to your audience. If management does not understand the financial reports they receive (most do not) this seminar will provide keen insights to make your reports truly useful. Be the hero who delivers informative reports. We will show great examples of what to do and how. *Week 3: CFO Series: Crisis Management - Navigate the Storms Safely! | CPE: 2 | Field of Study: Auditing, Business Management & Organization | Discussion Leader: Rob Berry, CPA | Date: Friday, August 15, 10:00 am | Description: Whether it's changes in the market, a global pandemic, or loss of a supplier, at some point, most organizations will face a crisis. How you respond can make or break your organization. This intensive seminar on crisis management and business continuity planning will equip you with the knowledge and skills to manage crises confidently and ensure that your organization stays resilient. Resilient organizations recover faster from crises. Failing to plan for the next crisis is planning to fail. *Week 4: CFO Series: Dealing with Ever Changing Accounting Standards? | CPE: 2 | Field of Study: Accounting | Discussion Leader: Bob Mims, CPA | Date: Friday, August 22, 10:00 am | Description: GAAP is changing at an increasing rate. Financial leaders are faced with the dual challenge of navigating evolving accounting standards while strategically guiding their organizations toward sustainable growth and profitability. What are the newer accounting changes that will impact professional accounting? This seminar will equip finance professionals with the critical skills and practical insights needed to effectively manage the complexities of ever-changing accounting standards and upgrade your essential strategic planning skills. Strategies that do not keep pace with the market are doomed to fail. If we do not keep up, our successor will. | |
| 8/1/2025 | 10 a.m. - 12 p.m. | Online | 8 CPE (7 tech, 1 non-tech) | |
| Todd and Julie Chrisley Go to Prison (Webinar) (25WX-1804)25WX-1804 | *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 | |
| 7/24/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Criminal Tax: How CPAs Bring Value to Defense Attorneys (Webinar) (25WX-2414)25WX-2414 | *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 | |
| 8/27/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AI Revolution: The Big Picture for CPAs (Webinar) (25WX-3036)25WX-3036 | *Overview of AI and its evolution in business*Deep dive into generative AI and its applications*Impact of AI on accounting, tax and finance sectors*Future trends and opportunities for CPAs*Preparing for the AI-driven business environment | |
| 10/6/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New ChatGPT and Advanced Policy Manual Development for Accountants (Webinar) (25WX-2206)25WX-2206 | *Fundamentals of accounting policy manuals in traditional and AI contexts*The PRIME Method framework for AI-assisted policy development*Strategic implementation of AI tools including ChatGPT, Claude, and Copilot .Internal control and risk management policy creation*AI and generative AI usage policies for accounting firms*Sustainability and ESG reporting policy frameworks*Predictive analytics and forecasting policy development*Regulatory compliance considerations in AI-generated policies | |
| 8/15/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| What You Can Learn From the Statement of Cash Flows (Webinar) (25WX-1825)25WX-1825 | *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 | |
| 7/25/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Exercise Your Ethics: Techniques to Improve Ethical Response (Webinar) (25WX-2248)25WX-2248 | *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 | |
| 8/19/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| How Fraud Can Affect Smaller Organizations (Webinar) (25WX-1935)25WX-1935 | *The reasons for fraud*Fraudulent acts that are initiated against smaller organizations*Methods to stop fraud attempts against small businesses | |
| 7/31/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| What You Can Learn From the Statement of Cash Flows (Webinar) (25WX-2776)25WX-2776 | *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 | |
| 9/20/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Managerial Accounting: Your Prescription for Better Decisions (Webinar) (25WX-2218)25WX-2218 | *Target profit and break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis*Budgeting | |
| 8/15/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethical Performance Management (Webinar) (25WX-1981)25WX-1981 | *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 | |
| 8/4/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| The Ethics of Recruitment and Selection (Webinar) (25WX-2761)25WX-2761 | *Discussion of ethical and effective recruiting strategies*Selection processes that foster diversity and inclusion*How to increase talent pools to ensure hiring success | |
| 9/19/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Ethics: How to Run Your Business Well (Webinar) (25WX-2423)25WX-2423 | *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" | |
| 8/28/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Walter Haig's AICPA Auditing Standards Update (Webinar) (25WX-2282)25WX-2282 | *AICPA auditing standards issued during the 18-month period prior to the program that impact audits of Small- and Medium- sized entities (SMEs)*The new SAS 145 risk assessment requirements*The new SAS 134 as amended audit reports*How to fulfill responsibility to detect fraud under AU-C Section 240*How to help clients design, implement and maintain their internal controls*Troublesome areas in the audits of Small- and Medium-sized Entities (SMEs) as identified in peer reviews and litigation*How to perform profitable audits of Small- and medium-Sized Entities (SMEs) | |
| 8/20/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Becoming Conflict Competent (Webinar) (25WX-2001)25WX-2001 | *Levels of conflict*Strategies to de-escalate conflict*Distinction between miscommunication and conflict*Responses to conflict*Tactics to address, rather than avoid, conflict | |
| 8/5/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Financial Decisions that Led Two Businessmen to Prison (Webinar) (25WX-1794)25WX-1794 | *Career choices*Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 7/23/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Servant Leadership 101 (Webinar) (25WX-2356)25WX-2356 | *Assessing your organization's culture*The benefits of great cultures*The basics of what servant leadership is, and is not*How to coach using a servant leadership style | |
| 8/25/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Single Audit Update (Webinar) (25WX-3012)25WX-3012 | *Review of the impact of the 2024 Compliance Supplement on Single Audits*Review of the changes to the Uniform Guidance*Review of common audit deficiencies found in Single Audits | |
| 10/3/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Bookkeeper Goes to Prison (Webinar) (25WX-2421)25WX-2421 | *Career choices*Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 8/28/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Coaching the Next Generation of CPAs (Webinar) (25WX-2042)25WX-2042 | *Building a high-performing team comprised of multi-generational workers*How to effectively communicate with the millennial worker*Leveraging younger staff in business development opportunities*Measuring the productivity of a millennial workforce | |
| 8/6/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Mastering IRS Form 7217: Partnership Property Distributions (Webinar) (25WX-1908)25WX-1908 | *Property distributions in liquidation of a partner's interest*Section 751 and its impact on property distributions from a partnership*Mechanics of completing Form 7217 -- new for 2024*The Section 754 election and its role in partnership property distributions | |
| 7/30/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Forensic Accounting: When The Office is a Crime Scene (Webinar) (25WX-2367)25WX-2367 | *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 | |
| 8/25/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Individual Tax Update: Recent Developments (Webinar) (25WX-3048)25WX-3048 | *2024/25 legislation impacting individual taxpayers*Extenders legislation update*Child tax and dependent care credits*Section 199A deduction*Capital gains and losses*Rental real estate*Other passive activities losses | |
| 10/6/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Taking Advantage of Array Formulas in Excel (Webinar) (25WX-1720)25WX-1720 | *Introduction to Array Formulas: This segment establishes the foundation by differentiating array formulas from regular Excel formulas and explaining their significance*Using Array Formulas: This section focuses on the practical application of array formulas, teaching participants how to effectively implement and utilize these formulas in a variety of common Excel tasks and scenarios*Dynamic Arrays and Spill Functions: This part covers the utilization of dynamic arrays and spill functions, highlighting their role in modern Excel data handling*Advanced Array Functions: Participants will delve into complex functions such as SUMPRODUCT, UNIQUE, SORT, and FILTER, focusing on multi-condition summing and data management*Using Array Constants: This section teaches how simplify the use of static values called Array Constants | |
| 7/18/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Finding Errors in Excel Spreadsheets (Webinar) (25WX-2825)25WX-2825 | *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 | |
| 9/23/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| IRS Penalties and Abatements (Webinar) (25WX-2270)25WX-2270 | *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 | |
| 8/20/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| I Spy with My Little Eye...an Illegality (Webinar) (25WX-2844)25WX-2844 | *Are Accountants the Conscience of Business?*Today's Ethical Duty of Confidentiality*IESBA NOCLAR Pronouncement*Where We Go from Here (No Clarity?)*Case Discussion and Analysis*Conclusion | |
| 9/24/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Create Paginated Reports with Power BI Report Builder (Webinar) (25WX-2559)25WX-2559 | *Introduction to Power BI Report Builder: Overview of the tool, its interface, and integration with the Power BI ecosystem*Designing Report Layouts: Techniques for setting up professional layouts, including headers, footers, and managing pagination*Data Connection and Management: Connecting to various data sources and preparing data for reporting*Creating Visualizations: Utilizing Power BI's visualization tools for impactful data presentation*Advanced Report Features: Exploring sub-reports, drill-through capabilities, and dynamic expressions*Publishing and Sharing: Guidelines for publishing reports to the Power BI service and sharing them with relevant stakeholders | |
| 9/8/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Entertainment, Meals and Travel Expenses: Review and Update (Webinar) (25WX-2959)25WX-2959 | *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 | |
| 10/1/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Installment sales: Maximize Tax Benefits and Stay Compliant (Webinar) (25WX-2859)25WX-2859 | *Installment sale treatment eligibility*When to elect out of installment sale treatment*Installment sale of business assets*Installment sale default and the rules for personal property versus real property*Installment sales and depreciation recapture | |
| 9/25/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Beyond the Numbers: Success Strategies for Female CPAs (Webinar) (25WX-2924)25WX-2924 | *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 | |
| 9/29/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethical Performance Management (Webinar) (25WX-2989)25WX-2989 | *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 | |
| 10/2/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Complete Guide to Analyze Data with Excel PivotTables (Webinar) (25WX-1860)25WX-1860 | *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 | |
| 7/28/2025 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Tech it to the Next Level: Slim Your Team for Max Efficiency (Webinar) (25WX-2674)25WX-2674 | *How to leverage tech and automation to fill workflow gaps*How to build a strong tech stack, and connect tools seamlessly*How one proven tech stack replaced more than half a traditional team while improving client satisfaction and reducing overhead | |
| 9/15/2025 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Retirement Planning: Next Stage for You or Your Client (Webinar) (25WX-2243)25WX-2243 | *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 | |
| 8/19/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Entertainment, Meals and Travel Expenses: Review and Update (Webinar) (25WX-2586)25WX-2586 | *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 | |
| 9/9/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Using e-Signature Software to Process Agreements (Webinar) (25WX-3000)25WX-3000 | *Review of the digital document signing process*Key features to evaluate in selecting a solution*Review and distinguish top selling e-signature applications*Best practices for deploying e-signature software in your practice or business | |
| 10/2/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Not-for-Profit GAAP Update (Webinar) (25WX-2914)25WX-2914 | *Accounting Standard Updates issued by the FASB*Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on | |
| 9/29/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Using AI to Instantly Transform Ideas into Revenue Streams (Webinar) (25WX-2071)25WX-2071 | *AI-powered ideation and opportunity identification techniques*Digital asset creation workflows using generative AI tools*Audio and video content generation using AI avatars and synthesis*E-commerce integration and product development strategies*AI-driven presentation and visual content creation*Social media content optimization and distribution*Multi-format content transformation (articles, songs, comics, storyboards) | |
| 8/8/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CFO and Controller Critical Skills: Budgeting and Forecasting (Webinar) (25WX-1934)25WX-1934 | *Overview of budgeting tools*Overview of difference between budgeting and forecasting*Examples of various budgeting and forecasting techniques | |
| 7/31/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New SECURE Act 2.0 and Updates (Webinar) (25WX-2087)25WX-2087 | *Implications for individualsChanges 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*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 | |
| 8/9/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| An Exhaustive Look At Fraud and Ways To Control It (Webinar) (25WX-2623)25WX-2623 | *Fraudulent acts initiated from outside organizations*Why internal fraud occurs*The importance of fighting cyber-fraud*Steps that verify anti-fraud activities are working | |
| 9/11/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New What's Going on at the FASB (Webinar) (25WX-2960)25WX-2960 | *Accounting Standard Updates effective in 2024 for public entities, private entities, and not-for-profits*Review year 2 implications of the leases standard including modification accounting*A look at the projects identified by the FASB's Invitation to Comment: Agenda Consultation | |
| 10/1/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Cultural Transformation (Webinar) (25WX-1933)25WX-1933 | *What is culture*Why culture matters*A process to change your organization's culture | |
| 7/31/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Beyond the Basics: Financial Ratios You Might Be Overlooking (Webinar) (25WX-2445)25WX-2445 | *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 | |
| 8/29/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New How to Build a Custom AI Chatbot and GPT in Plain English (Webinar) (25WX-2550)25WX-2550 | *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 | |
| 9/5/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Become a Data Analysis Expert (Webinar) (25WX-2174)25WX-2174 | *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 | |
| 8/14/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Controls to Secure the Growing Digital Footprint (Webinar) (25WX-1802)25WX-1802 | *Securing individual documents*Protecting information resident in the Cloud*Securing data stored on or accessed by mobile devices | |
| 7/23/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Integrate ChatGPT into Your Client Advisory Services (Webinar) (25WX-2332)25WX-2332 | *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 | |
| 8/22/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Seeing Beyond the Numbers: Analysis for CFOs and Controllers (Webinar) (25WX-2886)25WX-2886 | *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 | |
| 9/26/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Clean, Transform and Load Data in Power BI (Webinar) (25WX-2081)25WX-2081 | *Introduction to Power Query in Power BI: Understanding the interface and basic functionalities*Data Cleaning Techniques: Removing duplicates, handling null values, and data type conversions*Data Transformation: Advanced methods for manipulating data, including pivoting, merging, and appending queries*Data Loading: Efficiently loading data into the Power BI data model*Document the Process Steps: Setting up details for each step in the process so you can document what is happening and why | |
| 8/8/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Business Tax Update: Recent Developments (Webinar) (25WX-1949)25WX-1949 | *2024/25 legislation impacting business taxpayers*Extenders legislation update*Meals and entertainment expense reporting*Partnership and S corporation updateIncome and deductions | |
| 8/1/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Retaining Talent in a Competitive Marketplace (Webinar) (25WX-2046)25WX-2046 | *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 | |
| 8/6/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Mastering Partnership Basis: Inside and Outside Basis (Webinar) (25WX-2835)25WX-2835 | *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 | |
| 9/24/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Monthly Federal Tax Updates: September 2025 (Webinar) (25WX-2907)25WX-2907 | *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 | |
| 9/29/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Defining Where and Why Internal Controls are Needed (Webinar) (25WX-2117)25WX-2117 | *Control design basics*Areas or segments of an enterprise to control*Controls to reduce risk*Controls to drive operations | |
| 8/11/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Accounting for the Gig Economy (Webinar) (25WX-2380)25WX-2380 | *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 | |
| 8/26/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Selected Ethics Topics 2025 (Webinar) (25WX-2742)25WX-2742 | *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 | |
| 9/18/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Analyzing Financial Statements (Webinar) (25WX-2987)25WX-2987 | *Balance sheet analysis*Income statement analysis*Cash flow statement analysis*Clues in the notes and MD&A*Industry nuances | |
| 10/2/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Reasonable Compensation for S Corps (Webinar) (25WX-2994)25WX-2994 | *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 | |
| 10/2/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How Much Are Your Ethics Worth? (Webinar) (25WX-2273)25WX-2273 | *Understanding ethics*Available tools to aid in ethical decision making*The role of bias in making ethical decisions*Application through case studies | |
| 8/20/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Ethics: IRS Behavioral Insights for Accountants (Webinar) (25WX-3035)25WX-3035 | *Behavioral insights (BI) PrimerHow and why BI are used by the IRSIRS and individual decision-making*IRS and environmental and design considerations*IRS and social norms*IRS "top of mind" issues BI and Implementation of tax reform legislation BI and private debt collection*BI and online taxpayer accounts*BI and taxpayer rights in "real" vs. "unreal" audits*BI and the tax-exempt approval process*BI and passport renewal and revocation*How to use BI to more mindfully interact with the IRS to improve outcomes | |
| 10/6/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| What if Your Client Didn't Take Reasonable Compensation (Webinar) (25WX-2306)25WX-2306 | *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 | |
| 8/21/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| ChatGPT and Advanced Financial Analysis for Accountants (Webinar) (25WX-2762)25WX-2762 | *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 | |
| 9/19/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Tech it to the Next Level: Slim Your Team for Max Efficiency (Webinar) (25WX-2451)25WX-2451 | *How to leverage tech and automation to fill workflow gaps*How to build a strong tech stack, and connect tools seamlessly*How one proven tech stack replaced more than half a traditional team while improving client satisfaction and reducing overhead | |
| 8/29/2025 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Ethics of Care in the Workplace (Webinar) (25WX-1729)25WX-1729 | *Ethical values and principles*Compassion*Managing expectations*Respect and humility*Attribution Theory | |
| 7/19/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| How SAS Nos. 134-145 Improve Risk-Based Audits (Webinar) (25WX-2570)25WX-2570 | *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 | |
| 9/8/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Ethics and Civility in the Workplace (Webinar) (25WX-3013)25WX-3013 | *What is civility and how it is tied to the bottom line?*Principles of Civility*Giving the Benefit of the Doubt*Inclusivity*Communication*Review of ethical values and principles with an emphasis on: Respect, courage, compassion, honor, and accountability | |
| 10/3/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Exercise Your Ethics: Techniques to Improve Ethical Response (Webinar) (25WX-3033)25WX-3033 | *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 | |
| 10/6/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Generative AI Strategy for Accountants (Webinar) (25WX-2630)25WX-2630 | *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 | |
| 9/11/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| A Culture of Regulatory Ethics: A Competitive Advantage (Webinar) (25WX-2194)25WX-2194 | *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 | |
| 8/14/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| How AI is Automating Internal Control (Webinar) (25WX-2555)25WX-2555 | *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 | |
| 9/8/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Advanced Excel for Staff: Build Reports and Analyze Data (Webinar) (25WX-2294)25WX-2294 | *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 | |
| 8/21/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Supervision/Management Competencies: An Ethical Approach (Webinar) (25WX-2750)25WX-2750 | *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 | |
| 9/18/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Ethical Intelligence for Artificial Intelligence (Webinar) (25WX-2633)25WX-2633 | *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 | |
| 9/11/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Retaining Talent in a Competitive Marketplace (Webinar) (25WX-1779)25WX-1779 | *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 | |
| 7/22/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Ethics: IRS Criminal Investigations -- Key Lessons for Accountants (Webinar) (25WX-2231)25WX-2231 | *Snapshot of IRS Criminal Investigations*General tax fraud*Abusive tax schemes*Refund fraud*Employment tax fraud*Identity theft*Data compromises*Money laundering*Public corruption*Corporate fraud*General frauds*Cyber crimes*Global tax and economic crimes*Narcotics, counter-terrorism and transnational organized crime*Selected Field Office Case Files from Across US*How accountants can add value to their operations by aiding law enforcement and fighting economic crime | |
| 8/18/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| ChatGPT and IRS Taxation Law Research (Webinar) (25WX-2990)25WX-2990 | *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 | |
| 10/2/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Get started with Power BI (Webinar) (25WX-2262)25WX-2262 | *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 | |
| 8/19/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Synchronize Your Files to the Cloud With SharePoint (Webinar) (25WX-2650)25WX-2650 | *Overview of the OneDrive Sync app functionality*Step-by-step review and demonstration of how to deploy this appInstalling the Sync app on your local devices*Configuring the files and folders to synchronize toy your local device*Manage the locally stored files*Best practice tips for using the Sync app and avoiding common mistakes | |
| 9/12/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Talk This Way: Communication Skills for the CPA (Webinar) (25WX-1880)25WX-1880 | *Pervasive best practices for effective communication*Specific strategies for written materials*Unique considerations for verbal presentations*The importance of recursive revision*Tips for success*Pitfalls to avoid | |
| 7/29/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Walter Haig's Business Financial Health Checkup (Webinar) (25WX-2359)25WX-2359 | *How to use analytical procedures as a management tool to identify areas hindering the profitability of the entity*How to use analytical procedures to identify misstatements in financial information*Techniques for developing a "workable" business plan*Recasting GAAP financial statements into powerful management tools*Developing and using benchmarks to identify profitability problems*Identifying profitability key factors*The relationship of internal controls and the health of an entity*Common weaknesses in the internal controls of SMEs using the guidelines in the COSO Report on Internal Controls and common internal controls to address those weaknesses*How to create "goal" statements that achieve results | |
| 8/25/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Ethical Considerations in Working with Cannabis (Webinar) (25WX-2088)25WX-2088 | *Framework for assessing the propriety of offering services within the state legal, regulated cannabis industry*Assist in identifying key stakeholders to be considered in conjunction to providing cannabis industry services, including:partners, staff, clients*Banking relationships*Malpractice insurance | |
| 8/9/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Accounting for and Auditing Cryptocurrency and Digital Assets (Webinar) (25WX-1784)25WX-1784 | *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 | |
| 7/23/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Ethics: How to Run Your Business Well (Webinar) (25WX-1885)25WX-1885 | *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" | |
| 7/29/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Taking Advantage of Array Formulas in Excel (Webinar) (25WX-2701)25WX-2701 | *Introduction to Array Formulas: This segment establishes the foundation by differentiating array formulas from regular Excel formulas and explaining their significance*Using Array Formulas: This section focuses on the practical application of array formulas, teaching participants how to effectively implement and utilize these formulas in a variety of common Excel tasks and scenarios*Dynamic Arrays and Spill Functions: This part covers the utilization of dynamic arrays and spill functions, highlighting their role in modern Excel data handling*Advanced Array Functions: Participants will delve into complex functions such as SUMPRODUCT, UNIQUE, SORT, and FILTER, focusing on multi-condition summing and data management*Using Array Constants: This section teaches how simplify the use of static values called Array Constants | |
| 9/16/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New AI Lessons Learned for Accountants (Webinar) (25WX-2719)25WX-2719 | *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 | |
| 9/17/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethics of Self-Esteem For Women (Webinar) (25WX-1962)25WX-1962 | *Self-Esteem: What is it?*Belief systems*Benefits of high delf rsteem*Minimizing traps of low self esteem*Components of high self esteem | |
| 8/1/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Integrate ChatGPT into Your Client Advisory Services (Webinar) (25WX-2095)25WX-2095 | *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 | |
| 8/9/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CFO Series: AI and Machine Learning -- Practical Applications (Webinar) (25WX-2885)25WX-2885 | *Analyzing AI and ML and describe potential finance-related applications for both*The growth of AI*Practical applications and risks for AI and ML, specifically for accounting and finance*Bookmark and share examples of ethical policies to help mitigate these risks*Prompt engineering tips to yield desired responses from Generative AI tools like Chat GPT, Gemini, Perplexity AI, and Microsoft Copilot | |
| 9/26/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Power BI: Bringing it All Together for Data Analysis (Webinar) (25WX-2175)25WX-2175 | *Building a Comprehensive Workflow in Power BI: Streamline and enhance your end-to-end data processes for improved efficiency and clarity*Exploring What's Next After Creating Data Models and Measures: Understand advanced strategies to further enhance the value of your existing data models*Best Practices for Performance Optimization: Learn key tips to ensure smooth, fast, and reliable performance in your existing data models*Leveraging Your Data Model Through PowerBI.com/Power BI Services: Explore advanced functionalities of Power BI Services to make your data insights more accessible and impactful | |
| 8/14/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Corporate Transparency Act Developments (Webinar) (25WX-2732)25WX-2732 | *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 inNSB*Potential reporting requirements due to FinCen's proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers | |
| 9/18/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Exploring Internal Controls That Could Have Prevented Frauds (Webinar) (25WX-2953)25WX-2953 | *Examination of actual frauds*Discussion of internal controls that could have prevented the frauds*Contemplation of epiphanies for your own professional scenarios | |
| 10/1/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Understanding the New Forms K-2 and K-3 (Webinar) (25WX-1826)25WX-1826 | *Introduction to Schedules K-2 and K-3*Review the filing requirements*Discuss the different parts of the schedules and what needs to be included | |
| 7/25/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Partnership/LLC Taxation: Tax Basis Capital Accounts (Webinar) (25WX-2759)25WX-2759 | *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 | |
| 9/19/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Tax Depreciation: Review and Update (Webinar) (25WX-2587)25WX-2587 | *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 | |
| 9/9/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Talk This Way: Communication Skills for the CPA (Webinar) (25WX-2536)25WX-2536 | *Pervasive best practices for effective communication*Specific strategies for written materials*Unique considerations for verbal presentations*The importance of recursive revision*Tips for success*Pitfalls to avoid | |
| 9/5/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Get started with Power BI (Webinar) (25WX-1750)25WX-1750 | *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 | |
| 7/21/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| How AI is Automating Internal Control (Webinar) (25WX-2219)25WX-2219 | *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 | |
| 8/18/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New A Working Parent's Guide to Prioritizing Mental Wellness (Webinar) (25WX-2224)25WX-2224 | *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 | |
| 8/18/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 1040 Tax Prep Automation with AI Tools (Webinar) (25WX-2861)25WX-2861 | *Overview of AI technology and how it works8Identify where AI can be incorporated into the 1040 process*Using ChatGPT and Microsoft 365 Copilot for 1040 tax research, analysis and communications*Using StanfordTax AI based software to automate client source document collection and organization and integrate it with the leading 1040 tax software solutions including CCH Axcess, CCH ProSystem fx, UltraTax, Lacerte, ProSeries and Drake*A roadmap for using AI to improve client communications and 1040 based advisory services | |
| 9/25/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Understanding the New Forms K-2 and K-3 (Webinar) (25WX-2197)25WX-2197 | *Introduction to Schedules K-2 and K-3*Review the filing requirements*Discuss the different parts of the schedules and what needs to be included | |
| 8/15/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How to Start a CFO Service (Webinar) (25WX-2171)25WX-2171 | *What business owners really want from a CFO/business advisory service (it's not what you think)*How to determine if you're qualified to provide CFO/business advisory services*Why now is the right time to be providing CFO/business advisory services*How to get new clients to your practice and how to approach existing clients*Why clients need you and why you need them*How much you should be charging for this type of service*How to provide a CFO/business advisory service in the most efficient way possible | |
| 8/14/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Accountants and Malpractice: Can We Get Sued for This? (Webinar) (25WX-2579)25WX-2579 | *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 | |
| 9/9/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Walter Haig's SSARS Prep, Comp and Review Update (Webinar) (25WX-2533)25WX-2533 | *Analysis of the ''Preparation of Financial Statements'' standards as amended by SSARS 26 with detailed implementation guidance*Analysis of the ''Compilation'' standards as amended by SSARS 26 with implementation guidance*Analysis of the ''Review'' standards as amended by SSARS 26 with detailed implementation guidance*Common mistakes made in SSARS engagements as identified in peer reviews and in litigation | |
| 9/5/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Coping With the Growth of Online Fraud (Webinar) (25WX-2686)25WX-2686 | *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 | |
| 9/15/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Master the Art of CPA Communication: Boost Your Influence! (Webinar) (25WX-2569)25WX-2569 | *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 | |
| 9/8/2025 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Single Audit Update (Webinar) (25WX-2540)25WX-2540 | *Review of the impact of the 2024 Compliance Supplement on Single Audits*Review of the changes to the Uniform Guidance*Review of common audit deficiencies found in Single Audits | |
| 9/5/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Microsoft Outlook "Must Know" Email Tips (Webinar) (25WX-2818)25WX-2818 | *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 | |
| 9/23/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Keeping Up With the FASB (Webinar) (25WX-2050)25WX-2050 | *Review of current items on the FASB agenda*Discuss the new revenue recognition standard*Provide an update on the new lease accounting standard*Address U.S. GAAP alternatives for certain entities | |
| 8/7/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Forensic Accounting: Court Approved Methods of Proof (Webinar) (25WX-1814)25WX-1814 | *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 | |
| 7/24/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New CPAxPACK Bundle: The Ultimate IRS Guide -- Forms and Collections (Webinar) (25WX-1959)25WX-1959 | *Course 1: Navigating IRS Authorizations: Understanding Power of Attorney (Form 2848) and Tax Information Authorization (Form 8821) | CPE: 2 | Description: Providing a practical overview of the IRS Power of Attorney, Form 2848, and IRS Tax Information Authorization, Form 8821. Participants will explore the differences between these forms, understand when each is required, and how to comply with IRS requirements for representing clients and accessing their tax information. The course will cover practical issues, ethical considerations, and best practices for managing client authorizations through the IRS Centralized Authorization File (CAF) system. *Course 2: Navigating IRS Collections: Overview of Form 433 & Offer in Compromise | CPE: 2 | Description: This course highlights when to use Form 433-A or 433-B, along with documents needed to effectively submit an Offer in Compromise (OIC) or Installments Agreement. Settling tax debts is an important part of the IRS collection process, this course helps guide taxpayer representatives through the process so they may efficiently complete these necessary forms. *Course 3: Navigating IRS Collections: The Collection Process | CPE: 2 | Description: This course is designed for tax professionals seeking to understand and navigate the IRS collection process effectively. Participants will gain in-depth knowledge of the various collection methods employed by the IRS, including liens, levies and wage garnishments. Addition all, participants will learn strategies to avoid or halt collection actions and the implications of the statute of limitations on tax collection. *Course 4: Navigating IRS Correspondence: Effectively Responding to IRS Letters | CPE: 2 | Description: Participants will learn how to interpret the most common IRS correspondence, adhere to response deadlines, and effectively communicate with the IRS to resolve issues and minimize risks. It provides professionals with knowledge and strategies needed to handle the most common notices including audit requests, collections & return inquiries as well as error notices. Focusing on best practices to ensure compliance and avoiding penalties or escalation. | |
| 8/1/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New LLCs and S Corporations: A Comparative Analysis (Webinar) (25WX-2073)25WX-2073 | *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 | |
| 8/8/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New The Ethics of Teamwork (Webinar) (25WX-2253)25WX-2253 | *Virtue ethics*Team dynamics*Characteristics of highly effective teams*Meeting management*Team communication*Decision making | |
| 8/19/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Yellow Book Ethics (Webinar) (25WX-2584)25WX-2584 | *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 | |
| 9/9/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Clean, Transform and Load Data in Power BI (Webinar) (25WX-2263)25WX-2263 | *Introduction to Power Query in Power BI: Understanding the interface and basic functionalities*Data Cleaning Techniques: Removing duplicates, handling null values, and data type conversions*Data Transformation: Advanced methods for manipulating data, including pivoting, merging, and appending queries*Data Loading: Efficiently loading data into the Power BI data model*Document the Process Steps: Setting up details for each step in the process so you can document what is happening and why | |
| 8/19/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethics Based Leadership for Women (Webinar) (25WX-2827)25WX-2827 | *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 | |
| 9/23/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New AI Prompt Engineering Masterclass for Accountants (Webinar) (25WX-2660)25WX-2660 | *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 | |
| 9/13/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Financial Decisions that Led Two Businessmen to Prison (Webinar) (25WX-2019)25WX-2019 | *Career choices*Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 8/5/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Navigating IRS Collections: Overview of Form 433 and Offers in Compromise (Webinar) (25WX-2695)25WX-2695 | *Overview of the IRS collection process and enforcement actions.Initial notices, taxpayer rights, and IRS timelines*When to use Forms 433-A or 433-B and required documentation*Offer in Compromise (OIC): criteria, process, and practical considerations*Payment options: installment agreements, partial payment plans, and OIC*Advising clients on IRS collections and avoiding penalties*Compliance strategies for minimizing tax liabilities*Real-world scenarios and examples for tax debt resolution | |
| 9/16/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Improve Spreadsheets by Building Controls in Excel (Webinar) (25WX-2007)25WX-2007 | *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 | |
| 8/5/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Annual Update for Accountants and Auditors (Webinar) (25WX-2860)25WX-2860 | *Technology hot topics for audits*Accounting Standard Updates*Projects identified by the FASB's Invitation to Comment: Agenda Consultation*Year 2 considerations for leases including modification accounting*The impact of the changes to auditing group audits*The status of the AICPA's quality management project management*The current work of the ASB | |
| 9/25/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Walter Haig's GAAP for SMEs, Tax and Cash Frameworks Update (Webinar) (25WX-2316)25WX-2316 | *Amendments to the U.S. Accounting Standards Codification (i.e. - U.S. GAAP) issued during the 18-month period prior to the program that impact SMEs*Update and review of the tax and cash special purpose frameworks*Update and review of the AICPA Financial Reporting Framework for SMEs*Update on common errors and deficiencies as identified in financial statements as identified in peer reviews and in litigation | |
| 8/22/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Cryptocurrency 15 Years Later: A Market Update (Webinar) (25WX-2130)25WX-2130 | *Update on the cryptocurrency marketplace*Cryptocurrency exchanges - the good, the bad and the ugly*Overview of cryptocurrency taxation regulations*The technology behind cryptocurrency - Proof of stake, Layer 2, wallets and more*Blockchain technology update | |
| 8/12/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Learning to Teach Tax as a Second Language (Webinar) (25WX-1817)25WX-1817 | *Accounting as a foreign language*Commonly misunderstood concepts*Communicating tax matters*Client-practitioner interactionsInteracting with tax authorities | |
| 7/24/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Ethics of AI: A CPA's Guide (Webinar) (25WX-1856)25WX-1856 | *A primer on AI technology applications in the accounting profession*Ethical dilemmas that originate from the use of AI by CPAs*Practical guidelines for using AI technology ethically*Step by step guide for creating an AI usage policy for your organization*Review of a variety of reference materials to assist you in using AI ethically | |
| 7/26/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Integrate ChatGPT into Your Client Advisory Services (Webinar) (25WX-2483)25WX-2483 | *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 | |
| 9/2/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Leadership Skills of Tomorrow: Delegate and Listen (Webinar) (25WX-2405)25WX-2405 | *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 | |
| 8/27/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Comprehensive Accounting and Financial Reporting Update (Webinar) (25WX-2634)25WX-2634 | *CECL for nonfinancial institutions*Accounting for Paycheck Protection Program loans*Accounting for web-hosting services*Revenue recognition*Leases*FASB projects in progress | |
| 9/11/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Securing Your Data with a Password Management App (Webinar) (25WX-2795)25WX-2795 | *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 | |
| 9/22/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Self-Rental Real Estate: Passive Activity and Section 199A (Webinar) (25WX-2998)25WX-2998 | *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 | |
| 10/2/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| S Corporations: Calculating Shareholder Basis (Webinar) (25WX-2746)25WX-2746 | *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 | |
| 9/18/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Navigating IRS Collections: The Collection Process (Webinar) (25WX-1868)25WX-1868 | *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 | |
| 7/28/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New How Recent Auditing Standards Improve Risk-Based Audits (Webinar) (25WX-2101)25WX-2101 | *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 | |
| 8/11/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Using ChatGPT with Excel (Webinar) (25WX-1708)25WX-1708 | *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 | |
| 7/18/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Spring Tax Update with Steve Dilley (Webinar) (25WX-2556)25WX-2556 | *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 | |
| 9/8/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Analyzing Financial Statements (Webinar) (25WX-2716)25WX-2716 | *Balance sheet analysis*Income statement analysis*Cash flow statement analysis*Clues in the notes and MD&A*Industry nuances | |
| 9/17/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Behind the Curtain: Exploring IRS Audit Technique Guides (Webinar) (25WX-2237)25WX-2237 | *Overview of ATGs*Best practices for utilizing ATGs*Salient provisions of selected ATGs*Insights auditors may obtain from analytical procedures*Nuances associated with selected industries | |
| 8/18/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Generative AI Strategy for Accountants (Webinar) (25WX-2828)25WX-2828 | *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 | |
| 9/23/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Leverage PowerBI.com to Create Data Analysis for Others (Webinar) (25WX-1883)25WX-1883 | *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. | |
| 7/29/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Leveraging ChatGPT for Innovative Business Advisory Services (Webinar) (25WX-1982)25WX-1982 | *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 | |
| 8/4/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Power BI: Bringing it All Together for Data Analysis (Webinar) (25WX-1738)25WX-1738 | *Building a Comprehensive Workflow in Power BI: Streamline and enhance your end-to-end data processes for improved efficiency and clarity*Exploring What's Next After Creating Data Models and Measures: Understand advanced strategies to further enhance the value of your existing data models*Best Practices for Performance Optimization: Learn key tips to ensure smooth, fast, and reliable performance in your existing data models*Leveraging Your Data Model Through PowerBI.com/Power BI Services: Explore advanced functionalities of Power BI Services to make your data insights more accessible and impactful | |
| 7/21/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Complete Guide to Analyze Data with Excel PivotTables (Webinar) (25WX-2582)25WX-2582 | *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 | |
| 9/9/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Income Tax Analysis: Exploring In-Depth Concepts (Webinar) (25WX-2846)25WX-2846 | *Introduction to GAAP and IRC Frameworks*Key differences between financial reporting and tax reporting*Understanding timing differences*Recognition of revenue and expenses Under GAAP vs. IRC*Discussion of Deferred Tax Assets*Impact of Deferred Tax Liabilities*Permanent vs. temporary differences*Reconciliation of book income to taxable income | |
| 9/24/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Enterprise-Wide Risk Management in Accounting and Finance (Webinar) (25WX-1996)25WX-1996 | *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 | |
| 8/4/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethics: Giving Thanks -- How to Master the Art of Gratitude (Webinar) (25WX-1697)25WX-1697 | *What gratitude is and how expressions of it can vary from culture to culture*Ways you can regularly say "thank you" to valued clients and colleagues*Methods for evaluating gratitude in prospective and current employees | |
| 7/17/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Fraud and Embezzlement: Case Studies from the Trenches (Webinar) (25WX-2187)25WX-2187 | *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 | |
| 8/14/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New A Working Parent's Guide to Prioritizing Mental Wellness (Webinar) (25WX-2957)25WX-2957 | *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 | |
| 10/1/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Ethics and Civility in the Workplace (Webinar) (25WX-2937)25WX-2937 | *What is civility and how it is tied to the bottom line?*Principles of Civility*Giving the Benefit of the Doubt*Inclusivity*Communication*Review of ethical values and principles with an emphasis on: Respect, courage, compassion, honor, and accountability | |
| 9/30/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| ChatGPT and IRS Taxation Law Research (Webinar) (25WX-2056)25WX-2056 | *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 | |
| 8/7/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CPAxPACK Bundle: Unlock Power BI with Comprehensive Data Analysis (Webinar) (25WX-1973)25WX-1973 | *Course 1: Get started with Power BI | CPE: 2 | Description: The course will cover Excel's Power BI tools - Power Pivot, for advanced data modeling, and Power Query, for efficient data transformation and preparation. This segment is essential for understanding how Power BI extends and enhances the data processing and analytical capabilities of Excel. The second section of the course delves into the standalone Power BI tools. *Course 2: Clean, transform & load data in Power BI | CPE: 2 | Description: This intensive 2-hour course is designed specifically for those aiming to master data management skills in the modern business environment. As data becomes increasingly central to accounting and financial analysis, the ability to effectively manage, clean, and transform this data is critical. This course delves into Microsoft Power Query, a potent tool within Excel and Power BI Desktop, known for its robust data processing capabilities. *Course 3: Create measures in Power BI that define your Metrics | CPE: 4 | Description: Starting with the foundational elements of DAX, you'll rapidly progress to tackle advanced formulas and time-intelligent functions, essential for nuanced data analysis. The highlight of the course is the emphasis on the DAX calculation process, a crucial aspect for validating measures in Power BI. Additionally, the practical application of PivotTables for measure validation will equip you with the skills to confirm the accuracy and effectiveness of your data measures. These advanced techniques are not just theoretical concepts but are presented through engaging, real-world scenarios, enabling you to apply your learning immediately to your daily tasks. *Course 4: Power BI - Bringing It All Together for Data Analysis | CPE: 2 | Description: Building on the foundational knowledge from previous courses, this session focuses on the crucial next steps after creating data models and measures, guiding participants on how to fully utilize the potential of these tools to uncover insights and create impactful, actionable visualizations. This course takes a deep dive into the critical aspects of using Power BI to its fullest potential, emphasizing a holistic approach to data analytics. You'll learn how to build a streamlined workflow, ensuring every step in your data journey contributes to actionable insights. | |
| 8/1/2025 | 8 a.m. - 4 p.m. | Online | 10 CPE (0 tech, 10 non-tech) | |
| How to Double Your Firm's Revenue Through CFO and Advisory (Webinar) (25WX-2870)25WX-2870 | *The average revenue of most accounting firms*The number of advisory clients you'll need to double your firm's revenue*How much you should be charging for advisory services*How we define CFO and advisory services*What business owners really want from their advisor*The three types of CFO/Advisory firms*How to get clients to pay you approximately $2,500 per month for advisory services*The three systems you'll need to add a CFO/Advisory service to your firm | |
| 9/25/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New CFO and Controller Critical Skills: Budgeting and Forecasting (Webinar) (25WX-2185)25WX-2185 | *Overview of budgeting tools*Overview of difference between budgeting and forecasting*Examples of various budgeting and forecasting techniques | |
| 8/14/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AICPA Regulatory Ethics Update (Webinar) (25WX-2032)25WX-2032 | *The Professional Ethics Executive Committee's updated ethics rules*An overview of recently issued ethics rules that CPAs need to know to be compliant | |
| 8/6/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Using AI to Instantly Transform Ideas into Revenue Streams (Webinar) (25WX-2255)25WX-2255 | *AI-powered ideation and opportunity identification techniques*Digital asset creation workflows using generative AI tools*Audio and video content generation using AI avatars and synthesis*E-commerce integration and product development strategies*AI-driven presentation and visual content creation*Social media content optimization and distribution*Multi-format content transformation (articles, songs, comics, storyboards) | |
| 8/19/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Selected Ethics Topics 2025 (Webinar) (25WX-2134)25WX-2134 | *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 | |
| 8/12/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Compilation, Preparation and Review Basics and Peer Reviews (Webinar) (25WX-2993)25WX-2993 | *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 | |
| 10/2/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Taxation of the Cannabis Industry (Webinar) (25WX-1954)25WX-1954 | *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 | |
| 8/1/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New How to Build a Custom AI Chatbot and GPT in Plain English (Webinar) (25WX-3024)25WX-3024 | *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 | |
| 10/3/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Guide Strategy, Attract Investments with Financial Forecasts (Webinar) (25WX-3022)25WX-3022 | *Introduction to Financial Statement Forecasting*Overview of the importance and benefits of forecasting for strategic planning and investment attraction*The Forecasting Process: Steps to project future income, expenses, and resources using historical data and market trends*Analyzing Historical Data: Methods for leveraging past financial data to inform future projections*Incorporating Market Trends: How to integrate market insights into financial forecasts*Forecasting Profitability: Techniques for predicting future earnings and their implications for budgeting, cash flow management, and investment planning*Forecasting the Balance Sheet: Approaches for predicting future financial positions, including growth potential, solvency, and capital structure | |
| 10/3/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The CFO Who Went to Prison (Webinar) (25WX-2734)25WX-2734 | *The importance of valuesIdentifying success*Ethical dilemmas*Mitigation strategies*Creating tools to help make better decisions*Personal accountability strategies | |
| 9/18/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| About the TIGTA: Who Watches the IRS? (Webinar) (25WX-2179)25WX-2179 | *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 | |
| 8/14/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Create Visuals in Power BI to Successfully Analyze Data (Webinar) (25WX-2837)25WX-2837 | *Tour of the Power BI Desktop Interface: Understand the layout, tools, and features of Power BI Desktop*Tour of PowerBI.com Interface: Familiarize with the online environment of Power BI for report creation*Importing Power Pivot Data Model: Understand how to integrate Power Pivot models into Power BI for more complex data analysis*Building Visuals: Learn the step-by-step process to create compelling visuals and understand the importance of visual context in data storytelling*Review of Available Visuals: Explore the variety of visuals available in Power BI and their appropriate applications*Power BI Desktop Features: Delve into the advanced features of Power BI Desktop, enhancing data manipulation and visualization capabilities*Building Interactivity into Visuals: Learn to create dynamic and interactive reports that engage and inform*Publishing Reports to PowerBI.com: Gain skills in uploading and managing reports on PowerBI.com for wider access and collaboration | |
| 9/24/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The CFO Who Went to Prison (Webinar) (25WX-2369)25WX-2369 | *The importance of valuesIdentifying success*Ethical dilemmas*Mitigation strategies*Creating tools to help make better decisions*Personal accountability strategies | |
| 8/26/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Todd and Julie Chrisley Go to Prison (Webinar) (25WX-2027)25WX-2027 | *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 | |
| 8/6/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Cultural Transformation (Webinar) (25WX-2382)25WX-2382 | *What is culture*Why culture matters*A process to change your organization's culture | |
| 8/26/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Basic Individual Taxation Course (Webinar) (25WX-2930)25WX-2930 | *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 | |
| 9/30/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Ethics and Civility in the Workplace (Webinar) (25WX-2646)25WX-2646 | *What is civility and how it is tied to the bottom line?*Principles of Civility*Giving the Benefit of the Doubt*Inclusivity*Communication*Review of ethical values and principles with an emphasis on: Respect, courage, compassion, honor, and accountability | |
| 9/12/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Beyond the Basics: Financial Ratios You Might Be Overlooking (Webinar) (25WX-2911)25WX-2911 | *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 | |
| 9/29/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Understanding Internal Control Constructs (Webinar) (25WX-2077)25WX-2077 | *Underlying concepts of internal control*The importance of control measure interdependency | |
| 8/8/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Forensic Accounting: Investigating Divorce Cases (Webinar) (25WX-1838)25WX-1838 | *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 | |
| 7/25/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Beyond the Numbers: Success Strategies for Female CPAs (Webinar) (25WX-2216)25WX-2216 | *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 | |
| 8/15/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Tactics to Find Work-Life Balance in a Complex World (Webinar) (25WX-2477)25WX-2477 | *How to get more out of one's work*How to achieve greater balance between today's ever more demanding and complex demands of work without losing sight of what is important in daily routines*Example of how to develop and be challenged by your own personal bucket list | |
| 9/2/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Create Paginated Reports with Power BI Report Builder (Webinar) (25WX-2225)25WX-2225 | *Introduction to Power BI Report Builder: Overview of the tool, its interface, and integration with the Power BI ecosystem*Designing Report Layouts: Techniques for setting up professional layouts, including headers, footers, and managing pagination*Data Connection and Management: Connecting to various data sources and preparing data for reporting*Creating Visualizations: Utilizing Power BI's visualization tools for impactful data presentation*Advanced Report Features: Exploring sub-reports, drill-through capabilities, and dynamic expressions*Publishing and Sharing: Guidelines for publishing reports to the Power BI service and sharing them with relevant stakeholders | |
| 8/18/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New CPAxPACK Bundle: The Ultimate IRS Guide -- Forms and Collections (Webinar) (25WX-2968)25WX-2968 | *Course 1: Navigating IRS Authorizations: Understanding Power of Attorney (Form 2848) and Tax Information Authorization (Form 8821) | CPE: 2 | Description: Providing a practical overview of the IRS Power of Attorney, Form 2848, and IRS Tax Information Authorization, Form 8821. Participants will explore the differences between these forms, understand when each is required, and how to comply with IRS requirements for representing clients and accessing their tax information. The course will cover practical issues, ethical considerations, and best practices for managing client authorizations through the IRS Centralized Authorization File (CAF) system. *Course 2: Navigating IRS Collections: Overview of Form 433 & Offer in Compromise | CPE: 2 | Description: This course highlights when to use Form 433-A or 433-B, along with documents needed to effectively submit an Offer in Compromise (OIC) or Installments Agreement. Settling tax debts is an important part of the IRS collection process, this course helps guide taxpayer representatives through the process so they may efficiently complete these necessary forms. *Course 3: Navigating IRS Collections: The Collection Process | CPE: 2 | Description: This course is designed for tax professionals seeking to understand and navigate the IRS collection process effectively. Participants will gain in-depth knowledge of the various collection methods employed by the IRS, including liens, levies and wage garnishments. Addition all, participants will learn strategies to avoid or halt collection actions and the implications of the statute of limitations on tax collection. *Course 4: Navigating IRS Correspondence: Effectively Responding to IRS Letters | CPE: 2 | Description: Participants will learn how to interpret the most common IRS correspondence, adhere to response deadlines, and effectively communicate with the IRS to resolve issues and minimize risks. It provides professionals with knowledge and strategies needed to handle the most common notices including audit requests, collections & return inquiries as well as error notices. Focusing on best practices to ensure compliance and avoiding penalties or escalation. | |
| 10/1/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Seeing Beyond the Numbers: Analysis for CFOs and Controllers (Webinar) (25WX-1915)25WX-1915 | *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 | |
| 7/30/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Shortcuts That Excel Users Love (Webinar) (25WX-2412)25WX-2412 | *The power of keyboard shortcuts*Oft used features with more capability than meets the eye*New helpful features*Note: 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. | |
| 8/27/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Mastering the Excel Lookup Functions (Webinar) (25WX-1795)25WX-1795 | *A review of the various lookup functions, beyond VLOOKUPLearn 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 / HLOOKUPXLOOKUPMATCH / INDEXXMATCHINDIRECTFILTERSORT / SORTBYUNIQUE*An overview of some newer functions | |
| 7/23/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Create Visuals in Power BI to Successfully Analyze Data (Webinar) (25WX-2981)25WX-2981 | *Tour of the Power BI Desktop Interface: Understand the layout, tools, and features of Power BI Desktop*Tour of PowerBI.com Interface: Familiarize with the online environment of Power BI for report creation*Importing Power Pivot Data Model: Understand how to integrate Power Pivot models into Power BI for more complex data analysis*Building Visuals: Learn the step-by-step process to create compelling visuals and understand the importance of visual context in data storytelling*Review of Available Visuals: Explore the variety of visuals available in Power BI and their appropriate applications*Power BI Desktop Features: Delve into the advanced features of Power BI Desktop, enhancing data manipulation and visualization capabilities*Building Interactivity into Visuals: Learn to create dynamic and interactive reports that engage and inform*Publishing Reports to PowerBI.com: Gain skills in uploading and managing reports on PowerBI.com for wider access and collaboration | |
| 10/1/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Spring Tax Update with Steve Dilley (Webinar) (25WX-1976)25WX-1976 | *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 | |
| 8/4/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Ethical AI Practices for CPAs: Ensuring Responsible Use (Webinar) (25WX-1865)25WX-1865 | *Understanding ethical implications of AI*Data privacy and security considerations*Compliance with regulations and professional standards*Developing ethical AI policies and procedures | |
| 7/28/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Coping With the Growth of Online Fraud (Webinar) (25WX-2698)25WX-2698 | *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 | |
| 9/16/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Supervision/Management Competencies: An Ethical Approach (Webinar) (25WX-2362)25WX-2362 | *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 | |
| 8/25/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Partnership Tax Updates (Webinar) (25WX-2687)25WX-2687 | *Court decisions covering partnership issues such as TEFRA, Statute of Limitations, Economic Substance, and Sec. 754 Elections*IRS procedural updates on passthrough entities*New developments on conservation easements | |
| 9/16/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Ethics: How to Run Your Business Well (Webinar) (25WX-2912)25WX-2912 | *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" | |
| 9/29/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New 1040 Tax Prep Automation with AI Tools (Webinar) (25WX-1953)25WX-1953 | *Overview of AI technology and how it works8Identify where AI can be incorporated into the 1040 process*Using ChatGPT and Microsoft 365 Copilot for 1040 tax research, analysis and communications*Using StanfordTax AI based software to automate client source document collection and organization and integrate it with the leading 1040 tax software solutions including CCH Axcess, CCH ProSystem fx, UltraTax, Lacerte, ProSeries and Drake*A roadmap for using AI to improve client communications and 1040 based advisory services | |
| 8/1/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New ChatGPT Vision: How Accountants Can Chat with Imagery (Webinar) (25WX-2503)25WX-2503 | *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*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 | |
| 9/3/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Tax Implications of Retirement Plan Distributions (Webinar) (25WX-2053)25WX-2053 | *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 | |
| 8/7/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Ethical Intelligence for Artificial Intelligence (Webinar) (25WX-3001)25WX-3001 | *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 | |
| 10/2/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Ethics of AI: A CPA's Guide (Webinar) (25WX-2893)25WX-2893 | *A primer on AI technology applications in the accounting profession*Ethical dilemmas that originate from the use of AI by CPAs*Practical guidelines for using AI technology ethically*Step by step guide for creating an AI usage policy for your organization*Review of a variety of reference materials to assist you in using AI ethically | |
| 9/26/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Advanced Excel: Hidden Secrets and Gems (Webinar) (25WX-2969)25WX-2969 | *Awareness of advanced functions*Creative methods for data manipulation*Using intellectual curiosity and professional skepticism to develop a problem-solving mentality*Real-life examples of innovative ways to analyze and report data with Excel*Using Excel to perform e-mail merges*Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox*Enhance creativity in your approach to developing Excel models | |
| 10/1/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Money Laundering Awareness for Accountants (Webinar) (25WX-2189)25WX-2189 | *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 | |
| 8/14/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Deep Dive Into Common Auditing Deficiencies (Webinar) (25WX-2375)25WX-2375 | *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 | |
| 8/26/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| How Changes in Business Methods Affects Internal Control (Webinar) (25WX-2464)25WX-2464 | *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 | |
| 9/2/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New A&A Update for Not-for-Profits and Single Audit (Webinar) (25WX-2878)25WX-2878 | *Current impacts of accounting and financial reporting on not-for-profit entities*Recently released FASB standards that impact not-for-profit 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 not-for-profits | |
| 9/26/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New CPAxPACK Bundle: Unlock Power BI with Comprehensive Data Analysis (Webinar) (25WX-2980)25WX-2980 | *Course 1: Get started with Power BI | CPE: 2 | Description: The course will cover Excel's Power BI tools - Power Pivot, for advanced data modeling, and Power Query, for efficient data transformation and preparation. This segment is essential for understanding how Power BI extends and enhances the data processing and analytical capabilities of Excel. The second section of the course delves into the standalone Power BI tools. *Course 2: Clean, transform & load data in Power BI | CPE: 2 | Description: This intensive 2-hour course is designed specifically for those aiming to master data management skills in the modern business environment. As data becomes increasingly central to accounting and financial analysis, the ability to effectively manage, clean, and transform this data is critical. This course delves into Microsoft Power Query, a potent tool within Excel and Power BI Desktop, known for its robust data processing capabilities. *Course 3: Create measures in Power BI that define your Metrics | CPE: 4 | Description: Starting with the foundational elements of DAX, you'll rapidly progress to tackle advanced formulas and time-intelligent functions, essential for nuanced data analysis. The highlight of the course is the emphasis on the DAX calculation process, a crucial aspect for validating measures in Power BI. Additionally, the practical application of PivotTables for measure validation will equip you with the skills to confirm the accuracy and effectiveness of your data measures. These advanced techniques are not just theoretical concepts but are presented through engaging, real-world scenarios, enabling you to apply your learning immediately to your daily tasks. *Course 4: Power BI - Bringing It All Together for Data Analysis | CPE: 2 | Description: Building on the foundational knowledge from previous courses, this session focuses on the crucial next steps after creating data models and measures, guiding participants on how to fully utilize the potential of these tools to uncover insights and create impactful, actionable visualizations. This course takes a deep dive into the critical aspects of using Power BI to its fullest potential, emphasizing a holistic approach to data analytics. You'll learn how to build a streamlined workflow, ensuring every step in your data journey contributes to actionable insights. | |
| 10/1/2025 | 8 a.m. - 4 p.m. | Online | 10 CPE (0 tech, 10 non-tech) | |
| Grading Your Auditors: Are You Getting the Most Value? (Webinar) (25WX-1961)25WX-1961 | *Limitations in roles and responsibilities an auditor can accept without impairing independence*Assessing the strength of your auditor's ability to think critically, strategically, and creatively in appropriate circumstances*Evaluating your auditor's time and project management stills*Grading your auditor's communication and interpersonal skills, in exceeding your expectations on an audit | |
| 8/1/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Disrupt to Dominate: Mastering Change Leadership (Webinar) (25WX-2782)25WX-2782 | *The urgency of leading change now and 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 | |
| 9/20/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Walter Haig's Business Financial Health Checkup (Webinar) (25WX-1937)25WX-1937 | *How to use analytical procedures as a management tool to identify areas hindering the profitability of the entity*How to use analytical procedures to identify misstatements in financial information*Techniques for developing a "workable" business plan*Recasting GAAP financial statements into powerful management tools*Developing and using benchmarks to identify profitability problems*Identifying profitability key factors*The relationship of internal controls and the health of an entity*Common weaknesses in the internal controls of SMEs using the guidelines in the COSO Report on Internal Controls and common internal controls to address those weaknesses*How to create "goal" statements that achieve results | |
| 7/31/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New ChatGPT Vision for Financial Analysis (Webinar) (25WX-2004)25WX-2004 | *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 | |
| 8/5/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethical Performance Management (Webinar) (25WX-2561)25WX-2561 | *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 | |
| 9/8/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Financial Decisions that Led Two Businessmen to Prison (Webinar) (25WX-3041)25WX-3041 | *Career choices*Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 10/6/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Advanced Excel for Staff: Build Reports and Analyze Data (Webinar) (25WX-3031)25WX-3031 | *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 | |
| 10/6/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Beyond the Numbers: Success Strategies for Female CPAs (Webinar) (25WX-2385)25WX-2385 | *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 | |
| 8/26/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Understanding Internal Control Constructs (Webinar) (25WX-1772)25WX-1772 | *Underlying concepts of internal control*The importance of control measure interdependency | |
| 7/22/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| What You Can Learn From the Statement of Cash Flows (Webinar) (25WX-2417)25WX-2417 | *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 | |
| 8/28/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Finding Errors in Excel Spreadsheets (Webinar) (25WX-2310)25WX-2310 | *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 | |
| 8/21/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Shortcuts That Excel Users Love (Webinar) (25WX-3002)25WX-3002 | *The power of keyboard shortcuts*Oft used features with more capability than meets the eye*New helpful features*Note: 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. | |
| 10/2/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Long-Term Care Insurance: Make the Switch (Webinar) (25WX-2524)25WX-2524 | *The need to fund for long-term care in America*Client's attitudes and misconceptions*Innovative long-term care solutions and funding | |
| 9/4/2025 | 12:30 - 1:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Individual Tax Update: Recent Developments (Webinar) (25WX-2068)25WX-2068 | *2024/25 legislation impacting individual taxpayers*Extenders legislation update*Child tax and dependent care credits*Section 199A deduction*Capital gains and losses*Rental real estate*Other passive activities losses | |
| 8/8/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New What's Changing in A&A for Governmental Entities (Webinar) (25WX-1920)25WX-1920 | *A look at the GASB standards that are effective this year*GASB 100, Accounting Changes and Error Corrections*GASB 101, Compensated Absences*The impact of the 2024 Compliance Supplement on Single Audits*Changes to the Uniform Guidance*Common deficiencies found in Single Audits | |
| 7/30/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Accounting of the Soul: Making the World a Better Place (Webinar) (25WX-2003)25WX-2003 | *Overview of Virtue Ethics and the Common Good*Professionalism*The Virtue of Compassion*Gossip in the Workplace*Gratitude | |
| 8/5/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Creating an Ethical Work Environment (Webinar) (25WX-2252)25WX-2252 | *Ethical values and principles*Human factors impacting ethical choices*Professional and organizational responsibilities in creating an ethical work environment*Tools for ethical decision making | |
| 8/19/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| S Corporations: Calculating Shareholder Basis (Webinar) (25WX-3044)25WX-3044 | *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 | |
| 10/6/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Long-Term Care Insurance: Make the Switch (Webinar) (25WX-2963)25WX-2963 | *The need to fund for long-term care in America*Client's attitudes and misconceptions*Innovative long-term care solutions and funding | |
| 10/1/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Enterprise-Wide Risk Management in Accounting and Finance (Webinar) (25WX-3043)25WX-3043 | *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 | |
| 10/6/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethics Based Leadership for Women (Webinar) (25WX-2043)25WX-2043 | *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 | |
| 8/6/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New What's Behind the Data? (Webinar) (25WX-2935)25WX-2935 | *Ways in which data and information can be misleading*Common pitfalls when encountering data*How to re-evaluate the data to avoid those pitfalls | |
| 9/30/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Microsoft 365 Application Lightning Round Review (Webinar) (25WX-2942)25WX-2942 | *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 365SharePoint / 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 | |
| 9/30/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| S Corporations: Calculating Shareholder Basis (Webinar) (25WX-2114)25WX-2114 | *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 | |
| 8/11/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Grading Your Auditors: Are You Getting the Most Value? (Webinar) (25WX-2457)25WX-2457 | *Limitations in roles and responsibilities an auditor can accept without impairing independence*Assessing the strength of your auditor's ability to think critically, strategically, and creatively in appropriate circumstances*Evaluating your auditor's time and project management stills*Grading your auditor's communication and interpersonal skills, in exceeding your expectations on an audit | |
| 8/29/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethical Management of Conflict (Webinar) (25WX-1851)25WX-1851 | *Professionalism, conflict and ethics*Sources and approaches to conflict*Managing conflict from the inside: Awareness of human tendencies, human emotions, and gossip*Guidelines for managing conflict collaboratively | |
| 7/26/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Tech it to the Next Level: Slim Your Team for Max Efficiency (Webinar) (25WX-2939)25WX-2939 | *How to leverage tech and automation to fill workflow gaps*How to build a strong tech stack, and connect tools seamlessly*How one proven tech stack replaced more than half a traditional team while improving client satisfaction and reducing overhead | |
| 9/30/2025 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Taking Advantage of Array Formulas in Excel (Webinar) (25WX-2997)25WX-2997 | *Introduction to Array Formulas: This segment establishes the foundation by differentiating array formulas from regular Excel formulas and explaining their significance*Using Array Formulas: This section focuses on the practical application of array formulas, teaching participants how to effectively implement and utilize these formulas in a variety of common Excel tasks and scenarios*Dynamic Arrays and Spill Functions: This part covers the utilization of dynamic arrays and spill functions, highlighting their role in modern Excel data handling*Advanced Array Functions: Participants will delve into complex functions such as SUMPRODUCT, UNIQUE, SORT, and FILTER, focusing on multi-condition summing and data management*Using Array Constants: This section teaches how simplify the use of static values called Array Constants | |
| 10/2/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Take Command of Your Time (Webinar) (25WX-1718)25WX-1718 | *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) | |
| 7/18/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Income Tax Analysis: Exploring In-Depth Concepts (Webinar) (25WX-2020)25WX-2020 | *Introduction to GAAP and IRC Frameworks*Key differences between financial reporting and tax reporting*Understanding timing differences*Recognition of revenue and expenses Under GAAP vs. IRC*Discussion of Deferred Tax Assets*Impact of Deferred Tax Liabilities*Permanent vs. temporary differences*Reconciliation of book income to taxable income | |
| 8/5/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| PPP Fraud and Financial Professionals (Webinar) (25WX-2443)25WX-2443 | *Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 8/29/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| The CFO Who Went to Prison (Webinar) (25WX-2931)25WX-2931 | *The importance of valuesIdentifying success*Ethical dilemmas*Mitigation strategies*Creating tools to help make better decisions*Personal accountability strategies | |
| 9/30/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Keeping Up With the FASB (Webinar) (25WX-3008)25WX-3008 | *Review of current items on the FASB agenda*Discuss the new revenue recognition standard*Provide an update on the new lease accounting standard*Address U.S. GAAP alternatives for certain entities | |
| 10/3/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Individual Tax Update: Recent Developments (Webinar) (25WX-2249)25WX-2249 | *2024/25 legislation impacting individual taxpayers*Extenders legislation update*Child tax and dependent care credits*Section 199A deduction*Capital gains and losses*Rental real estate*Other passive activities losses | |
| 8/19/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Steps to Stop External Fraud (Webinar) (25WX-2281)25WX-2281 | *Types of external fraud*Considerations as organizations work to reduce fraud risk*External fraud and known parties/External fraud unknown perpetrators | |
| 8/20/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Compilation, Preparation and Review Basics and Peer Reviews (Webinar) (25WX-2214)25WX-2214 | *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 | |
| 8/15/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Recruit. Retain. Engage. Mastering LinkedIn for HR Success (Webinar) (25WX-2432)25WX-2432 | *How to pro-actively find, identify, and connect with new candidates from various sources within LinkedIn*Best practices for organically attracting candidates to your company and team*Strategic talent networking opportunities*Essential considerations of employee advocacy and brand building using LinkedIn*Retention strategies such as promoting a positive work environment, and expanding employee recognition and engagement strategies | |
| 8/28/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethics Based Leadership for Women (Webinar) (25WX-2572)25WX-2572 | *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 | |
| 9/8/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| IRS Penalties and Abatements (Webinar) (25WX-2636)25WX-2636 | *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 | |
| 9/12/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Controls to Secure the Growing Digital Footprint (Webinar) (25WX-2753)25WX-2753 | *Securing individual documents*Protecting information resident in the Cloud*Securing data stored on or accessed by mobile devices | |
| 9/18/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Accounting & Auditing Update for Small Businesses (Webinar) (25WX-2468)25WX-2468 | *Accounting Standards Updates (ASUs) that are most likely to impact small businesses*ASUs initiated by the Private Company Council (PCC)*Alternative reporting options to GAAP including FRF for SMEs and IFRS for SMEs*Audit standards that small business auditors will need to implement | |
| 9/2/2025 | 11:30 a.m. - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Monthly Federal Tax Updates: July 2025 (Webinar) (25WX-1736)25WX-1736 | *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 | |
| 7/21/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| PPP Fraud and Financial Professionals (Webinar) (25WX-2715)25WX-2715 | *Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 9/17/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Ethics at Work: Diversity, Equity and Inclusion (Webinar) (25WX-2121)25WX-2121 | *Overview of ethics*Ethical values and principles*DEI working definitions*Unconscious bias, assumptions, microaggressions*Standing Up and Speaking Out*DEI and Organizational Responsibility | |
| 8/12/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Complete Guide to Analyze Data with Excel PivotTables (Webinar) (25WX-2552)25WX-2552 | *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 | |
| 9/5/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| You Don't Know What You Don't Know About Microsoft Excel (Webinar) (25WX-2653)25WX-2653 | *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*Note: 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. | |
| 9/12/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Seeing Beyond the Numbers: Analysis for CFOs and Controllers (Webinar) (25WX-1822)25WX-1822 | *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 | |
| 7/24/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Everyday Ethics at Work: Don't be the Next News Story! (Webinar) (25WX-2234)25WX-2234 | *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 | |
| 8/18/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Ethical Considerations in Working with Cannabis (Webinar) (25WX-1737)25WX-1737 | *Framework for assessing the propriety of offering services within the state legal, regulated cannabis industry*Assist in identifying key stakeholders to be considered in conjunction to providing cannabis industry services, including:partners, staff, clients*Banking relationships*Malpractice insurance | |
| 7/21/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| ChatGPT Bootcamp for CPAs with John Higgins (Webinar) (25WX-2708)25WX-2708 | *Review the history of ChatGPT*Tour of the ChatGPT app and how to use it*Setting up a ChatGPT account (free & premium)*Variety of hands-on case study examples for accounting, finance and tax*A look under the hood at how ChatGPT works*Caution - how to avoid risks in using ChatGPT*A look into the future potential for AI in business | |
| 9/16/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Partnership Tax Updates (Webinar) (25WX-1848)25WX-1848 | *Court decisions covering partnership issues such as TEFRA, Statute of Limitations, Economic Substance, and Sec. 754 Elections*IRS procedural updates on passthrough entities*New developments on conservation easements | |
| 7/26/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Annual Update for Governmental Accountants and Auditors (Webinar) (25WX-2153)25WX-2153 | *GASB 100, accounting changes and error corrections*GASB 101, Compensated Absences*Yellow Book and Single Audit engagements*Yellow Book independence requirements*Changes to the Uniform Guidance*2024 Compliance Supplement and the common deficiencies identified by the federal agencies and peer reviewers | |
| 8/13/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Power BI: Bringing it All Together for Data Analysis (Webinar) (25WX-2668)25WX-2668 | *Building a Comprehensive Workflow in Power BI: Streamline and enhance your end-to-end data processes for improved efficiency and clarity*Exploring What's Next After Creating Data Models and Measures: Understand advanced strategies to further enhance the value of your existing data models*Best Practices for Performance Optimization: Learn key tips to ensure smooth, fast, and reliable performance in your existing data models*Leveraging Your Data Model Through PowerBI.com/Power BI Services: Explore advanced functionalities of Power BI Services to make your data insights more accessible and impactful | |
| 9/15/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Using ChatGPT with Excel (Webinar) (25WX-2124)25WX-2124 | *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 | |
| 8/12/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Partnership/LLC Taxation: Tax Basis Capital Accounts (Webinar) (25WX-1712)25WX-1712 | *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 | |
| 7/18/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Accounting & Auditing Update for Small Businesses (Webinar) (25WX-2685)25WX-2685 | *Accounting Standards Updates (ASUs) that are most likely to impact small businesses*ASUs initiated by the Private Company Council (PCC)*Alternative reporting options to GAAP including FRF for SMEs and IFRS for SMEs*Audit standards that small business auditors will need to implement | |
| 9/15/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Walter Haig's SSARS Prep, Comp and Review Update (Webinar) (25WX-2063)25WX-2063 | *Analysis of the ''Preparation of Financial Statements'' standards as amended by SSARS 26 with detailed implementation guidance*Analysis of the ''Compilation'' standards as amended by SSARS 26 with implementation guidance*Analysis of the ''Review'' standards as amended by SSARS 26 with detailed implementation guidance*Common mistakes made in SSARS engagements as identified in peer reviews and in litigation | |
| 8/8/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Mastering the Art of Conflict: CPA Transformative Strategies (Webinar) (25WX-2440)25WX-2440 | *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 | |
| 8/28/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| New S Corporations: Comprehensive Walkthrough of Form 1120S (Webinar) (25WX-2767)25WX-2767 | *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*IRC 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 | |
| 9/19/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New A&A Update for Not-for-Profits and Single Audit (Webinar) (25WX-2396)25WX-2396 | *Current impacts of accounting and financial reporting on not-for-profit entities*Recently released FASB standards that impact not-for-profit 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 not-for-profits | |
| 8/27/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New How Recent Auditing Standards Improve Risk-Based Audits (Webinar) (25WX-1739)25WX-1739 | *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 | |
| 7/21/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Not-for-Profit GAAP Update (Webinar) (25WX-2177)25WX-2177 | *Accounting Standard Updates issued by the FASB*Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on | |
| 8/14/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New A&A Update for Not-for-Profits and Single Audit (Webinar) (25WX-1830)25WX-1830 | *Current impacts of accounting and financial reporting on not-for-profit entities*Recently released FASB standards that impact not-for-profit 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 not-for-profits | |
| 7/25/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Advanced ChatGPT for Accountants (Webinar) (25WX-1929)25WX-1929 | *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 | |
| 7/31/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The 10 Must Know Excel Features (Webinar) (25WX-2785)25WX-2785 | *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 | |
| 9/20/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Money Laundering Awareness for Accountants (Webinar) (25WX-2654)25WX-2654 | *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 | |
| 9/12/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Common Financial Statement Disclosures (Webinar) (25WX-2813)25WX-2813 | *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 | |
| 9/23/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Internal Control: Testing for Operating Effectiveness (Webinar) (25WX-2335)25WX-2335 | *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 | |
| 8/22/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Understanding and Creating an Internal Control System (Webinar) (25WX-2726)25WX-2726 | *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 | |
| 9/17/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| What if Your Client Didn't Take Reasonable Compensation (Webinar) (25WX-2076)25WX-2076 | *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 | |
| 8/8/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Casualty Losses: Disaster Relief Act of 2024 (Webinar) (25WX-2778)25WX-2778 | *Federal Disaster Relief Act provisions enacted in December, 2024*Comparison of personal use casualties with business/investment casualties*When to claim casualty losses*How to postpone casualty gains*Business casualty gains and depreciation recapture | |
| 9/20/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Revision to Government Auditing Standards Impact (Webinar) (25WX-2438)25WX-2438 | *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 | |
| 8/28/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Monthly Federal Tax Updates: August 2025 (Webinar) (25WX-2220)25WX-2220 | *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 | |
| 8/18/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Accounting for the Gig Economy (Webinar) (25WX-1717)25WX-1717 | *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 | |
| 7/18/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Annual Update for Accountants and Auditors (Webinar) (25WX-2988)25WX-2988 | *Technology hot topics for audits*Accounting Standard Updates*Projects identified by the FASB's Invitation to Comment: Agenda Consultation*Year 2 considerations for leases including modification accounting*The impact of the changes to auditing group audits*The status of the AICPA's quality management project management*The current work of the ASB | |
| 10/2/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Installment sales: Maximize Tax Benefits and Stay Compliant (Webinar) (25WX-1807)25WX-1807 | *Installment sale treatment eligibility*When to elect out of installment sale treatment*Installment sale of business assets*Installment sale default and the rules for personal property versus real property*Installment sales and depreciation recapture | |
| 7/24/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| ChatGPT for Accountants: 50+ Use Cases (Webinar) (25WX-2044)25WX-2044 | *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 | |
| 8/6/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethics of Self-Esteem For Women (Webinar) (25WX-2872)25WX-2872 | *Self-Esteem: What is it?*Belief systems*Benefits of high delf rsteem*Minimizing traps of low self esteem*Components of high self esteem | |
| 9/25/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Advanced ChatGPT for Accountants (Webinar) (25WX-2129)25WX-2129 | *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 | |
| 8/12/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Navigating IRS Authorizations: Form 2848 and Form 8821 (Webinar) (25WX-2796)25WX-2796 | *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 | |
| 9/22/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Unlocking Deep Secrets: Case Studies in Financial Analysis (Webinar) (25WX-2040)25WX-2040 | *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 | |
| 8/6/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AI Prompt Engineering Masterclass for Accountants (Webinar) (25WX-2428)25WX-2428 | *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 | |
| 8/28/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Guide Strategy, Attract Investments with Financial Forecasts (Webinar) (25WX-2217)25WX-2217 | *Introduction to Financial Statement Forecasting*Overview of the importance and benefits of forecasting for strategic planning and investment attraction*The Forecasting Process: Steps to project future income, expenses, and resources using historical data and market trends*Analyzing Historical Data: Methods for leveraging past financial data to inform future projections*Incorporating Market Trends: How to integrate market insights into financial forecasts*Forecasting Profitability: Techniques for predicting future earnings and their implications for budgeting, cash flow management, and investment planning*Forecasting the Balance Sheet: Approaches for predicting future financial positions, including growth potential, solvency, and capital structure | |
| 8/15/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ChatGPT: What Every CPA Should Know (Webinar) (25WX-1715)25WX-1715 | *Overview of the current landscape for AI in business*History of ChatGPT and generative AI*Fundamentals of generative AI technology and related nomenclature*ABC's of how to use ChatGPT*Demonstration of practical ChatGPT applications for accounting, finance and tax*A word of caution: What you should be concerned about*Developing a ChatGPT usage policy for your firm/business | |
| 7/18/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Annual Update for Accountants and Auditors (Webinar) (25WX-2228)25WX-2228 | *Technology hot topics for audits*Accounting Standard Updates*Projects identified by the FASB's Invitation to Comment: Agenda Consultation*Year 2 considerations for leases including modification accounting*The impact of the changes to auditing group audits*The status of the AICPA's quality management project management*The current work of the ASB | |
| 8/18/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New CPAxPACK Bundle: Unlocking AI Potential for Business Innovation (Webinar) (25WX-2489)25WX-2489 | *Course 1: Implementing an AI-Enabled Marketing Strategy for Your Firm | CPE: 1 | Field of Study: Communications and Marketing | Description: Unlock the power of artificial intelligence to transform your firm's marketing strategy. This course will explore how AI can revolutionize your marketing efforts, helping you to reach your target audience more effectively and boost your firm's growth. In this session, Gaynor Meilke will guide you through the steps to implement an AI-enabled marketing strategy tailored to your firm's needs. Key Takeaways: Understand the fundamental principles of AI and its applications in marketing. Learn how to leverage AI tools and technologies to enhance your marketing campaigns. Discover practical strategies for integrating AI into your firm's marketing workflow. Gain insights into measuring the effectiveness of your AI-driven marketing efforts. Explore real-life case studies and success stories of firms that have successfully implemented AI in their marketing strategies. By the end of this course, you will be equipped with the knowledge and tools to harness the power of AI, streamline your marketing processes, and achieve remarkable results for your firm. Don't miss this opportunity to stay ahead of the competition and lead your firm to new heights with AI-enabled marketing. *Course 2: Generative AI in Practice-Boost Efficiency and Profitability | CPE: 2 | Field of Study: Information Technology | Description: Unlock the potential of generative AI to streamline accounting, auditing, tax , and advisory services. This course focuses on practical applications that can save you time and enhance profitability. Learn how to integrate AI tools into your workflows to automate tasks, improve accuracy, and deliver higher-value services. *Course 3: Using AI to Instantly Transform Ideas into Revenue Streams | CPE: 2 | Field of Study: Information Technology | Description: Learn practical strategies to increase revenue generation using AI-driven ideation methods. This course provides a concise overview of cutting-edge artificial intelligence tools and methodologies that enable professionals to transform innovative ideas into sustainable revenue streams. Through a practical, hands-on approach, participants will explore various AI platforms and workflows that streamline the process of creating digital assets, content, and products. The course emphasizes real-world applications and demonstrates how to leverage AI technology to diversify service offerings and generate new income sources. *Course 4: AI Privacy, Security, and Compliance Masterclass | CPE: 2 | Field of Study: Information Technology | Description: In today's rapidly evolving digital landscape, understanding the interplay between generative AI and data protection is not just an asset, but a necessity. This transformative course is designed to delve deep into the crucial privacy, security, and compliance aspects of working with Generative AI (GenAI) technologies. As accountants increasingly integrate AI tools into their workflows, the stakes for safeguarding sensitive information and ensuring ethical AI practices have never been higher. Our masterclass is tailored to meet the unique needs of modern accountants, providing a thorough and practical exploration of how to navigate the complexities of secure data sharing with GPT models, implement robust AI policies, and master the intricacies of AI copyright compliance. With a focus on real-world applications and emerging threats, such as deepfakes and their implications for fraud and misinformation, this course is your gateway to becoming a trusted expert in the field. Join us to future-proof your career and lead with confidence in the digital age. *Course 5: Tech It to the Next Level: Slim Your Team for Max Efficiency | CPE: 1 | Field of Study: Computer Software & Applications | Description: Ready to slim down your team and maximize efficiency without sacrificing quality? This session breaks down how to leverage tech and automation to fill workflow gaps, build a strong tech stack, and connect tools seamlessly. Learn how one proven tech stack replaced more than half a traditional team while improving client satisfaction and reducing overhead. Walk away with practical steps to streamline operations, automate repetitive tasks, and focus your resources on what really matters. Attendees will gain practical insights into streamlining operations, automating repetitive tasks, and focusing resources on high-value activities. The session also includes an exclusive look at a proven tech stack used to replace over half a traditional team, offering actionable steps to create a leaner, tech-driven, scalable firm. Perfect for firm owners ready to rethink staffing, reduce overhead, and embrace the future of accounting efficiency. *Course 6: Unlock the Power of AI with Copilot in Excel | CPE: 2 | Field of Study: Computer Software & Applications | Description: In the ever-evolving world of data analytics and business intelligence, Microsoft Excel continues to be an indispensable tool for professionals across industries. With the introduction of Copilot, Microsoft has integrated the power of artificial intelligence directly into Excel, revolutionizing how users work with data. This 2-hour interactive course, Unlock the Power of AI with Copilot in Excel, provides a comprehensive overview of how Copilot transforms traditional Excel workflows into dynamic, AI-driven processes, enabling users to accomplish tasks faster, more accurately, and with less manual effort. During this course, you'll discover how Copilot leverages AI to enhance productivity and streamline operations. Whether you're a seasoned Excel user or just beginning your journey, this course will guide you through practical applications and best practices to make the most of Copilot's capabilities. Through hands-on demonstrations and real-world examples, you'll see how Copilot can save time, improve decision-making, and elevate your analytical skills to new heights. This course not only focuses on the technical aspects of Copilot but also highlights its potential to transform your day-to-day work, from automating repetitive tasks to uncovering trends and insights you might otherwise overlook. By the end of the session, you'll be equipped with the knowledge and confidence to integrate Copilot into your workflows and unlock its full potential in Microsoft Excel. | |
| 9/2/2025 | 8 a.m. - 4 p.m. | Online | 10 CPE (6 tech, 4 non-tech) | |
| Retirement Planning: Next Stage for You or Your Client (Webinar) (25WX-1703)25WX-1703 | *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 | |
| 7/18/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New How Recent Auditing Standards Improve Risk-Based Audits (Webinar) (25WX-2707)25WX-2707 | *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 | |
| 9/16/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Business Partnerships: Managing Supplier Relationships (Webinar) (25WX-1987)25WX-1987 | *Overview of supplier contracts*Case studies of successful and not-so-successful supplier relationships*Risk potentials | |
| 8/4/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Implementing and Maintaining an Internal Control System (Webinar) (25WX-1916)25WX-1916 | *Control creation and implementation basics*Implementation and update procedures for an Internal Control system*Maintaining existing internal controls | |
| 7/30/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Ethics of Recruitment and Selection (Webinar) (25WX-2204)25WX-2204 | *Discussion of ethical and effective recruiting strategies*Selection processes that foster diversity and inclusion*How to increase talent pools to ensure hiring success | |
| 8/15/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Partnership Tax Updates (Webinar) (25WX-1705)25WX-1705 | *Court decisions covering partnership issues such as TEFRA, Statute of Limitations, Economic Substance, and Sec. 754 Elections*IRS procedural updates on passthrough entities*New developments on conservation easements | |
| 7/18/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| A Culture of Regulatory Ethics: A Competitive Advantage (Webinar) (25WX-3184)25WX-3184 | *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 | |
| 10/14/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| Accountants and Malpractice: Can We Get Sued for This? (Webinar) (25WX-3074)25WX-3074 | *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 | |
| 10/8/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Navigating IRS Collections: Overview of Form 433 and Offers in Compromise (Webinar) (25WX-3249)25WX-3249 | *Overview of the IRS collection process and enforcement actions.Initial notices, taxpayer rights, and IRS timelines*When to use Forms 433-A or 433-B and required documentation*Offer in Compromise (OIC): criteria, process, and practical considerations*Payment options: installment agreements, partial payment plans, and OIC*Advising clients on IRS collections and avoiding penalties*Compliance strategies for minimizing tax liabilities*Real-world scenarios and examples for tax debt resolution | |
| 10/17/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Controls to Secure the Growing Digital Footprint (Webinar) (25WX-3498)25WX-3498 | *Securing individual documents*Protecting information resident in the Cloud*Securing data stored on or accessed by mobile devices | |
| 11/3/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Microsoft 365: Save More Time, Make More Money (Webinar) (25WX-3617)25WX-3617 | *Appreciate the full potential of Microsoft 365 to drive efficiency in your business*Learn best practices for harnessing the power of Microsoft 365*Design your Teams app setup to meet the unique attributes of your business*Use SharePoint and OneDrive to organize your files and share them securely internally and externally*Organize your thoughts, meeting notes and other content centrally in OneNote*Manage your projects, large and small, with the Planner app*Deploy the Stream app to document processes efficiently and effectively*Bonus Content: Understand how to harness the power of AI with Microsoft Copilot | |
| 11/7/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Internal Control Changes for Remote Workers (Webinar) (25WX-3777)25WX-3777 | *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 | |
| 11/17/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Money Laundering 101 for CPAs (Webinar) (25WX-3713)25WX-3713 | *The theory of money laundering*Common money laundering statutes*Examples from court cases of money laundering statutes*Common occurrences with CPAs*Possible money laundering transactions*Applying the money laundering statutes in real life scenarios | |
| 11/13/2025 | 10:30 a.m. - 2:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Leadershift Ethics: Things Must Change! (Webinar) (25WX-3107)25WX-3107 | *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 | |
| 10/9/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Leadershift Ethics: Things Must Change! (Webinar) (25WX-3277)25WX-3277 | *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 | |
| 10/20/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Integrity, Objectivity and Judgment: Values in Action (Webinar) (25WX-3109)25WX-3109 | *AICPA Code of Conduct: Integrity and Objectivity*Case Study: Mortgage crisis of 2007-2010*Case Study: World Com | |
| 10/9/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| New The Ethics of Teamwork (Webinar) (25WX-3447)25WX-3447 | *Virtue ethics*Team dynamics*Characteristics of highly effective teams*Meeting management*Team communication*Decision making | |
| 10/30/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New SEC Case Studies: Ethical Dilemmas in Finance and Accounting (Webinar) (25WX-3111)25WX-3111 | *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 | |
| 10/9/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| An Ethical Approach to Mental Health Issues at Work (Webinar) (25WX-3660)25WX-3660 | *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 | |
| 11/11/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Accountants and Malpractice: Can We Get Sued for This? (Webinar) (25WX-3521)25WX-3521 | *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 | |
| 11/4/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Ethics: Giving Thanks -- How to Master the Art of Gratitude (Webinar) (25WX-3233)25WX-3233 | *What gratitude is and how expressions of it can vary from culture to culture*Ways you can regularly say "thank you" to valued clients and colleagues*Methods for evaluating gratitude in prospective and current employees | |
| 10/16/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Reasonable Compensation for S Corps (Webinar) (25WX-3666)25WX-3666 | *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 | |
| 11/11/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| CFO Solutions to IRS Problems (Webinar) (25WX-3485)25WX-3485 | *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 | |
| 10/31/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Guide Strategy, Attract Investments with Financial Forecasts (Webinar) (25WX-3211)25WX-3211 | *Introduction to Financial Statement Forecasting*Overview of the importance and benefits of forecasting for strategic planning and investment attraction*The Forecasting Process: Steps to project future income, expenses, and resources using historical data and market trends*Analyzing Historical Data: Methods for leveraging past financial data to inform future projections*Incorporating Market Trends: How to integrate market insights into financial forecasts*Forecasting Profitability: Techniques for predicting future earnings and their implications for budgeting, cash flow management, and investment planning*Forecasting the Balance Sheet: Approaches for predicting future financial positions, including growth potential, solvency, and capital structure | |
| 10/15/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Monthly Federal Tax Updates: November 2025 (Webinar) (25WX-3486)25WX-3486 | *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 | |
| 11/3/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Tech it to the Next Level: Slim Your Team for Max Efficiency (Webinar) (25WX-3732)25WX-3732 | *How to leverage tech and automation to fill workflow gaps*How to build a strong tech stack, and connect tools seamlessly*How one proven tech stack replaced more than half a traditional team while improving client satisfaction and reducing overhead | |
| 11/14/2025 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Create Measures in Power BI That Define Your Metrics (Webinar) (25WX-3699)25WX-3699 | *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 | |
| 11/12/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Mastering IRS Form 7217: Partnership Property Distributions (Webinar) (25WX-3202)25WX-3202 | *Property distributions in liquidation of a partner's interest*Section 751 and its impact on property distributions from a partnership*Mechanics of completing Form 7217 -- new for 2024*The Section 754 election and its role in partnership property distributions | |
| 10/15/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Generative AI Strategy for Accountants (Webinar) (25WX-3537)25WX-3537 | *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 | |
| 11/4/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Money Laundering Awareness for Accountants (Webinar) (25WX-3370)25WX-3370 | *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 | |
| 10/24/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Al Capone to Cybercrime: The Journey of IRS Special Agents (Webinar) (25WX-3611)25WX-3611 | *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 | |
| 11/7/2025 | 10:30 a.m. - 2:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethics: IRS Criminal Investigations -- Key Lessons for Accountants (Webinar) (25WX-3143)25WX-3143 | *Snapshot of IRS Criminal Investigations*General tax fraud*Abusive tax schemes*Refund fraud*Employment tax fraud*Identity theft*Data compromises*Money laundering*Public corruption*Corporate fraud*General frauds*Cyber crimes*Global tax and economic crimes*Narcotics, counter-terrorism and transnational organized crime*Selected Field Office Case Files from Across US*How accountants can add value to their operations by aiding law enforcement and fighting economic crime | |
| 10/11/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Accounting for and Auditing Cryptocurrency and Digital Assets (Webinar) (25WX-3075)25WX-3075 | *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 | |
| 10/8/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AICPA Regulatory Ethics Update (Webinar) (25WX-3528)25WX-3528 | *The Professional Ethics Executive Committee's updated ethics rules*An overview of recently issued ethics rules that CPAs need to know to be compliant | |
| 11/4/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Written Information Security Plans (Webinar) (25WX-3555)25WX-3555 | *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 | |
| 11/5/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Hot Topics Accounting Update (Webinar) (25WX-3549)25WX-3549 | *New accounting standards*The impact on Financial Reporting*Hot topics in financial reporting*Current and emerging US GAAP requirements | |
| 11/5/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Reasonable Compensation for S Corps (Webinar) (25WX-3645)25WX-3645 | *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 | |
| 11/10/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Monthly Federal Tax Updates: November 2025 (Webinar) (25WX-3628)25WX-3628 | *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 | |
| 11/10/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Business Partnerships: Managing Supplier Relationships (Webinar) (25WX-3495)25WX-3495 | *Overview of supplier contracts*Case studies of successful and not-so-successful supplier relationships*Risk potentials | |
| 11/3/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Retaining Talent in a Competitive Marketplace (Webinar) (25WX-3750)25WX-3750 | *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 | |
| 11/14/2025 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Bookkeeper Goes to Prison (Webinar) (25WX-3680)25WX-3680 | *Career choices*Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 11/12/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Tax Season Update for Business with Steve Dilley (Webinar) (25WX-3071)25WX-3071 | *2024/25 legislative developments, cases and rulings impacting various business entity taxpayers*Detailed discussion of the partnership and S corporation Schedule K-1 changes*Business income, deductions and creditsTravel expense reporting*Section 199A update and business losses*Depreciation update: Section 179 and 168(k)*S Corporation and partnership update | |
| 10/7/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Defining Where and Why Internal Controls are Needed (Webinar) (25WX-3722)25WX-3722 | *Control design basics*Areas or segments of an enterprise to control*Controls to reduce risk*Controls to drive operations | |
| 11/13/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Not-for-Profit GAAP Update (Webinar) (25WX-3657)25WX-3657 | *Accounting Standard Updates issued by the FASB*Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on | |
| 11/11/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AICPA Regulatory Ethics Update (Webinar) (25WX-3101)25WX-3101 | *The Professional Ethics Executive Committee's updated ethics rules*An overview of recently issued ethics rules that CPAs need to know to be compliant | |
| 10/9/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Becoming Conflict Competent (Webinar) (25WX-3519)25WX-3519 | *Levels of conflict*Strategies to de-escalate conflict*Distinction between miscommunication and conflict*Responses to conflict*Tactics to address, rather than avoid, conflict | |
| 11/4/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Recruit. Retain. Engage. Mastering LinkedIn for HR Success (Webinar) (25WX-3665)25WX-3665 | *How to pro-actively find, identify, and connect with new candidates from various sources within LinkedIn*Best practices for organically attracting candidates to your company and team*Strategic talent networking opportunities*Essential considerations of employee advocacy and brand building using LinkedIn*Retention strategies such as promoting a positive work environment, and expanding employee recognition and engagement strategies | |
| 11/11/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New How AI Fits into the Accounting World (Webinar) (25WX-3693)25WX-3693 | *An overview of AI constructs*How artificial intelligence is being used by accountants today*Accounting-centric AI developments on the horizon | |
| 11/12/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Noble Leadership: An Ethical Approach (Webinar) (25WX-3142)25WX-3142 | *Leadership Definition*Virtue Ethics*Relationship of Virtue Ethics to Leadership*Characteristics of the Noble Leader*Actions to create a culture of respect and dignity | |
| 10/11/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Ethics: How to Give and Receive Criticism the Right Way (Webinar) (25WX-3240)25WX-3240 | *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 | |
| 10/17/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Understanding and Creating an Internal Control System (Webinar) (25WX-3362)25WX-3362 | *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 | |
| 10/24/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Comprehensive Accounting and Financial Reporting Update (Webinar) (25WX-3438)25WX-3438 | *CECL for nonfinancial institutions*Accounting for Paycheck Protection Program loans*Accounting for web-hosting services*Revenue recognition*Leases*FASB projects in progress | |
| 10/29/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Business Tax Update: Recent Developments (Webinar) (25WX-3192)25WX-3192 | *2024/25 legislation impacting business taxpayers*Extenders legislation update*Meals and entertainment expense reporting*Partnership and S corporation updateIncome and deductions | |
| 10/14/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Technology Trends Update for CPAs With John Higgins (Webinar) (25WX-3293)25WX-3293 | *Role of cloud computing as the foundation for all tech trends*Big data and data analytics the new frontier for CPAs*Workflow automation with RPA, ML and AI with a focus on ChatGPT*Blockchain technology, the revolutionary data storage model*Cryptocurrency 15 years later, an update on the market and technology*Metaverse - what's it all about*Cloud based financial and ERP software market update | |
| 10/21/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New AI Lessons Learned for Accountants (Webinar) (25WX-3757)25WX-3757 | *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 | |
| 11/15/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Using AI to Instantly Transform Ideas into Revenue Streams (Webinar) (25WX-3127)25WX-3127 | *AI-powered ideation and opportunity identification techniques*Digital asset creation workflows using generative AI tools*Audio and video content generation using AI avatars and synthesis*E-commerce integration and product development strategies*AI-driven presentation and visual content creation*Social media content optimization and distribution*Multi-format content transformation (articles, songs, comics, storyboards) | |
| 10/10/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Yellow Book Ethics (Webinar) (25WX-3636)25WX-3636 | *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 | |
| 11/10/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New AI Lessons Learned for Accountants (Webinar) (25WX-3179)25WX-3179 | *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 | |
| 10/14/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Build Better Budgets: Fundamental Techniques (Webinar) (25WX-3198)25WX-3198 | *Advantages of budgeting*The role of budgeting*Master budgeting*Flexible budgeting*Standards and variances*Capital budgeting | |
| 10/15/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Becoming Conflict Competent (Webinar) (25WX-3051)25WX-3051 | *Levels of conflict*Strategies to de-escalate conflict*Distinction between miscommunication and conflict*Responses to conflict*Tactics to address, rather than avoid, conflict | |
| 10/7/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| IRS Penalties and Abatements (Webinar) (25WX-3306)25WX-3306 | *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 | |
| 10/22/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Love it or Leave it: Engagement and Retention at Work (Webinar) (25WX-3281)25WX-3281 | *Ethical values and engagement and retention*Enhancing employee engagement*Strategic/intentional actions to enhance retention*Generation X | |
| 10/20/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 1 Ethics |
| Using ChatGPT with Excel (Webinar) (25WX-3423)25WX-3423 | *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 | |
| 10/29/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| A Culture of Regulatory Ethics: A Competitive Advantage (Webinar) (25WX-3417)25WX-3417 | *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 | |
| 10/28/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| Supervision/Management Competencies: An Ethical Approach (Webinar) (25WX-3479)25WX-3479 | *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 | |
| 10/31/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Money Laundering Awareness for Accountants (Webinar) (25WX-3135)25WX-3135 | *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 | |
| 10/10/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Navigating IRS Authorizations: Form 2848 and Form 8821 (Webinar) (25WX-3064)25WX-3064 | *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 | |
| 10/7/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Forgotten Managerial Accounting Tools for CPAs (Webinar) (25WX-3172)25WX-3172 | *Target profit analysis*Break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis | |
| 10/14/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Professional Ethical Considerations for CPAs (Webinar) (25WX-3487)25WX-3487 | *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 | |
| 11/3/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Microsoft Teams: Everything You Need to Know From A to Z (Webinar) (25WX-3538)25WX-3538 | *Understanding the "big picture" of the role the Teams app plays in your Microsoft 365 ecosystem*How to effectively design your teams/channels configuration*Detailed review of all the features for creating conversation posts*Detailed review of all the features for creating, editing and managing Office files within the Teams app*How to use the search features to find Teams content instantly*Step by step review of how to host and participate in Teams online meetings*Using Teams calling features for your phone system*How to manage your notification settings in Teams | |
| 11/4/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Annual Update for Governmental Accountants and Auditors (Webinar) (25WX-3445)25WX-3445 | *GASB 100, accounting changes and error corrections*GASB 101, Compensated Absences*Yellow Book and Single Audit engagements*Yellow Book independence requirements*Changes to the Uniform Guidance*2024 Compliance Supplement and the common deficiencies identified by the federal agencies and peer reviewers | |
| 10/30/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Leveraging ChatGPT for Innovative Business Advisory Services (Webinar) (25WX-3102)25WX-3102 | *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 | |
| 10/9/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Risk Assessment Under SAS No. 145: The Key to Audit Quality? (Webinar) (25WX-3183)25WX-3183 | *New concepts due to the issuance of SAS No. 145*Revised requirement to separately assess inherent risk and control risk*A new definition of significant risk*New emphasis on IT controls and risk of material misstatement*New guidance on maintaining professional skepticism*Revised requirements to evaluate the design of certain controls*Revised requirements regarding audit documentation*New guidance on scalability | |
| 10/14/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How SAS Nos. 134-145 Improve Risk-Based Audits (Webinar) (25WX-3541)25WX-3541 | *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 | |
| 11/4/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Disrupt to Dominate: Mastering Change Leadership (Webinar) (25WX-3439)25WX-3439 | *The urgency of leading change now and 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 | |
| 10/29/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Leveraging ChatGPT for Innovative Business Advisory Services (Webinar) (25WX-3772)25WX-3772 | *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 | |
| 11/17/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The CFO Who Went to Prison (Webinar) (25WX-3421)25WX-3421 | *The importance of valuesIdentifying success*Ethical dilemmas*Mitigation strategies*Creating tools to help make better decisions*Personal accountability strategies | |
| 10/29/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Taking Advantage of Array Formulas in Excel (Webinar) (25WX-3743)25WX-3743 | *Introduction to Array Formulas: This segment establishes the foundation by differentiating array formulas from regular Excel formulas and explaining their significance*Using Array Formulas: This section focuses on the practical application of array formulas, teaching participants how to effectively implement and utilize these formulas in a variety of common Excel tasks and scenarios*Dynamic Arrays and Spill Functions: This part covers the utilization of dynamic arrays and spill functions, highlighting their role in modern Excel data handling*Advanced Array Functions: Participants will delve into complex functions such as SUMPRODUCT, UNIQUE, SORT, and FILTER, focusing on multi-condition summing and data management*Using Array Constants: This section teaches how simplify the use of static values called Array Constants | |
| 11/14/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New CPAxPACK Bundle: Combatting Fraud -- Master Prevention and Detection (Webinar) (25WX-3499)25WX-3499 | *Course 1: Fraud Busters: Controls to Prevent & Detect Fraud | CPE: 2 | Field of Study: Auditing, Accounting | Description: This course investigates actual real-world fraud schemes and discusses what controls could have prevented the fraud from occurring, and what controls could detect and curtail the fraud scheme. The instructor speaks from experience, finding multiple frauds very early in her career leading to a career-long focus on fraud prevention and detection. *Course 2: Steps to Stop External Fraud | CPE: 2 | Field of Study: Accounting | Description: Until recently, a percentage of organizations discounted the risk related to external fraud attempts. Most were only concerned with protecting physical assets such as inventory or fixed assets. However, because of the many highly publicized corporate hacking events, such as the ones that affected the Colonial Pipeline and JBS Meats, more attention is being paid to external fraud risk of all types. In this session, we look at what is included in a definition of external fraud and then delve into specific control issues that can give rise to increased risk. We then discuss measures that organizations can employ to help reduce exposure to external attacks. *Course 3: Money Laundering 101 for CPAs | CPE: 4 | Field of Study: Specialized Knowledge | Description: CPAs spend most of their working lives reviewing bank statements and books and records of businesses. They are experts in understanding how to prepare financial statements according to GAAP. But would a CPA know a possible money laundering transaction if they saw it? Would they know about a money laundering business? Money laundering is a subject of many action and thriller movies, but rarely understood. This presentation will educate the CPA in understanding the basics of money laundering and how to identify money laundering. This presentation will help the CPA know the truth about money laundering, how to identify it, the statutes that define it, and the court cases that interpret it. | |
| 11/3/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Unlocking Deep Secrets: Case Studies in Financial Analysis (Webinar) (25WX-3086)25WX-3086 | *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 | |
| 10/8/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Controls to Secure the Growing Digital Footprint (Webinar) (25WX-3591)25WX-3591 | *Securing individual documents*Protecting information resident in the Cloud*Securing data stored on or accessed by mobile devices | |
| 11/6/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Beyond the Basics: Financial Ratios You Might Be Overlooking (Webinar) (25WX-3682)25WX-3682 | *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 | |
| 11/12/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Leverage PowerBI.com to Create Data Analysis for Others (Webinar) (25WX-3465)25WX-3465 | *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. | |
| 10/31/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Leverage PowerBI.com to Create Data Analysis for Others (Webinar) (25WX-3176)25WX-3176 | *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. | |
| 10/14/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New What's Going on at the FASB (Webinar) (25WX-3469)25WX-3469 | *Accounting Standard Updates effective in 2024 for public entities, private entities, and not-for-profits*Review year 2 implications of the leases standard including modification accounting*A look at the projects identified by the FASB's Invitation to Comment: Agenda Consultation | |
| 10/31/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Recruit. Retain. Engage. Mastering LinkedIn for HR Success (Webinar) (25WX-3185)25WX-3185 | *How to pro-actively find, identify, and connect with new candidates from various sources within LinkedIn*Best practices for organically attracting candidates to your company and team*Strategic talent networking opportunities*Essential considerations of employee advocacy and brand building using LinkedIn*Retention strategies such as promoting a positive work environment, and expanding employee recognition and engagement strategies | |
| 10/14/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Seeing Beyond the Numbers: Analysis for CFOs and Controllers (Webinar) (25WX-3516)25WX-3516 | *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 | |
| 11/3/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Cryptocurrency 15 Years Later: A Market Update (Webinar) (25WX-3157)25WX-3157 | *Update on the cryptocurrency marketplace*Cryptocurrency exchanges - the good, the bad and the ugly*Overview of cryptocurrency taxation regulations*The technology behind cryptocurrency - Proof of stake, Layer 2, wallets and more*Blockchain technology update | |
| 10/13/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Leadership Skills of Tomorrow: Delegate and Listen (Webinar) (25WX-3450)25WX-3450 | *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 | |
| 10/30/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Beyond the Numbers: Success Strategies for Female CPAs (Webinar) (25WX-3231)25WX-3231 | *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 | |
| 10/16/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New ChatGPT and Advanced Accounting Research (Webinar) (25WX-3324)25WX-3324 | *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 | |
| 10/22/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CFO and Controller Critical Skills: Budgeting and Forecasting (Webinar) (25WX-3740)25WX-3740 | *Overview of budgeting tools*Overview of difference between budgeting and forecasting*Examples of various budgeting and forecasting techniques | |
| 11/14/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Mastering IRS Form 7217: Partnership Property Distributions (Webinar) (25WX-3468)25WX-3468 | *Property distributions in liquidation of a partner's interest*Section 751 and its impact on property distributions from a partnership*Mechanics of completing Form 7217 -- new for 2024*The Section 754 election and its role in partnership property distributions | |
| 10/31/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| How AI is Automating Internal Control (Webinar) (25WX-3592)25WX-3592 | *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 | |
| 11/7/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Microsoft 365 Application Lightning Round Review (Webinar) (25WX-3449)25WX-3449 | *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 365SharePoint / 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 | |
| 10/30/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Power BI: Bringing it All Together for Data Analysis (Webinar) (25WX-3121)25WX-3121 | *Building a Comprehensive Workflow in Power BI: Streamline and enhance your end-to-end data processes for improved efficiency and clarity*Exploring What's Next After Creating Data Models and Measures: Understand advanced strategies to further enhance the value of your existing data models*Best Practices for Performance Optimization: Learn key tips to ensure smooth, fast, and reliable performance in your existing data models*Leveraging Your Data Model Through PowerBI.com/Power BI Services: Explore advanced functionalities of Power BI Services to make your data insights more accessible and impactful | |
| 10/10/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Casualty Losses: Disaster Relief Act of 2024 (Webinar) (25WX-3655)25WX-3655 | *Federal Disaster Relief Act provisions enacted in December, 2024*Comparison of personal use casualties with business/investment casualties*When to claim casualty losses*How to postpone casualty gains*Business casualty gains and depreciation recapture | |
| 11/11/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Hot Topics Audit and Attest Update (Webinar) (25WX-3140)25WX-3140 | *Recent quality improvements to the SASs and SSARs*Other matters that should be on your radar | |
| 10/11/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Take Command of Your Time (Webinar) (25WX-3663)25WX-3663 | *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) | |
| 11/11/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Creating an Ethical Work Environment (Webinar) (25WX-3103)25WX-3103 | *Ethical values and principles*Human factors impacting ethical choices*Professional and organizational responsibilities in creating an ethical work environment*Tools for ethical decision making | |
| 10/9/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New CPAxPACK Bundle: Audit Essentials -- Cash, Expenses, Inventory (Webinar) (25WX-3496)25WX-3496 | *Course 1: How to Audit Cash | CPE: 2 | Description: Cash is essential to every business, and is often one of the first accounts audit staff are exposed to. This course will cover the basics of auditing cash, including the related audit assertions, risks, & threats to the cash balance. During this course, we will also highlight the various substantive auditing procedures that staff should perform, and also walk through some real-world examples. *Course 2: How to Audit Inventory | CPE: 2 | Description: Inventory observations are often a right of passage for audit staff. This course will cover the basics of auditing inventory, including the related audit assertions, risks, & threats to inventory. During this course, we will also highlight the various substantive auditing procedures that staff should perform, and also walk through how to conduct a physical inventory observation.*Course 3: How to Audit Expenses and Payables | CPE: 2 | Description: It is imperative that audit staff understand the fundamentals of expenses and payables. This course will cover the basics of auditing expenses, accrued liabilities, and other payables, including the related audit assertions, risks, and threats to the expenses and payables balances. During this course, we will also highlight the various substantive auditing procedures that staff should perform, and also walk through some real-world examples. | |
| 11/3/2025 | 8 a.m. - 4 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| Money Laundering 101 for CPAs (Webinar) (25WX-3252)25WX-3252 | *The theory of money laundering*Common money laundering statutes*Examples from court cases of money laundering statutes*Common occurrences with CPAs*Possible money laundering transactions*Applying the money laundering statutes in real life scenarios | |
| 10/17/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Talk This Way: Communication Skills for the CPA (Webinar) (25WX-3239)25WX-3239 | *Pervasive best practices for effective communication*Specific strategies for written materials*Unique considerations for verbal presentations*The importance of recursive revision*Tips for success*Pitfalls to avoid | |
| 10/17/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| How to Start a CFO Service (Webinar) (25WX-3422)25WX-3422 | *What business owners really want from a CFO/business advisory service (it's not what you think)*How to determine if you're qualified to provide CFO/business advisory services*Why now is the right time to be providing CFO/business advisory services*How to get new clients to your practice and how to approach existing clients*Why clients need you and why you need them*How much you should be charging for this type of service*How to provide a CFO/business advisory service in the most efficient way possible | |
| 10/29/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| How Much Are Your Ethics Worth? (Webinar) (25WX-3575)25WX-3575 | *Understanding ethics*Available tools to aid in ethical decision making*The role of bias in making ethical decisions*Application through case studies | |
| 11/6/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| How to Double Your Firm's Revenue Through CFO and Advisory (Webinar) (25WX-3147)25WX-3147 | *The average revenue of most accounting firms*The number of advisory clients you'll need to double your firm's revenue*How much you should be charging for advisory services*How we define CFO and advisory services*What business owners really want from their advisor*The three types of CFO/Advisory firms*How to get clients to pay you approximately $2,500 per month for advisory services*The three systems you'll need to add a CFO/Advisory service to your firm | |
| 10/11/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Internal Control Changes for Remote Workers (Webinar) (25WX-3582)25WX-3582 | *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 | |
| 11/6/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accounting for and Auditing Cryptocurrency and Digital Assets (Webinar) (25WX-3573)25WX-3573 | *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 | |
| 11/6/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Financial and Tax Accounting for S Corporations and Partnerships (Webinar) (25WX-3601)25WX-3601 | *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/LLCFinancial 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 | |
| 11/7/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Power BI: Bringing it All Together for Data Analysis (Webinar) (25WX-3524)25WX-3524 | *Building a Comprehensive Workflow in Power BI: Streamline and enhance your end-to-end data processes for improved efficiency and clarity*Exploring What's Next After Creating Data Models and Measures: Understand advanced strategies to further enhance the value of your existing data models*Best Practices for Performance Optimization: Learn key tips to ensure smooth, fast, and reliable performance in your existing data models*Leveraging Your Data Model Through PowerBI.com/Power BI Services: Explore advanced functionalities of Power BI Services to make your data insights more accessible and impactful | |
| 11/4/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Income Tax Analysis: Exploring In-Depth Concepts (Webinar) (25WX-3069)25WX-3069 | *Introduction to GAAP and IRC Frameworks*Key differences between financial reporting and tax reporting*Understanding timing differences*Recognition of revenue and expenses Under GAAP vs. IRC*Discussion of Deferred Tax Assets*Impact of Deferred Tax Liabilities*Permanent vs. temporary differences*Reconciliation of book income to taxable income | |
| 10/7/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AI Prompt Engineering Masterclass for Accountants (Webinar) (25WX-3380)25WX-3380 | *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 | |
| 10/27/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Build Better Budgets: Fundamental Techniques (Webinar) (25WX-3419)25WX-3419 | *Advantages of budgeting*The role of budgeting*Master budgeting*Flexible budgeting*Standards and variances*Capital budgeting | |
| 10/29/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ChatGPT for Accountants: 50+ Use Cases (Webinar) (25WX-3368)25WX-3368 | *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 | |
| 10/24/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Advanced Cybersecurity: Beyond the Basics (Webinar) (25WX-3303)25WX-3303 | *Understanding cyber threats and risks in finance*Cybersecurity frameworks and best practices for financial professionals*Financial data security and encryption techniques*Cybersecurity auditing and forensic investigations*Emerging technologies and trends in financial cybersecurity*Leadership and governance in cybersecurity for financial executives | |
| 10/21/2025 | 10:30 a.m. - 2:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Partnership/LLC Taxation: Tax Basis Capital Accounts (Webinar) (25WX-3123)25WX-3123 | *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 | |
| 10/10/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Lessons on Fraud Prevention from Sam Bankman-Fried's Crypto (Webinar) (25WX-3726)25WX-3726 | *What starts a government investigation for white-collar crime?*What is an indictment?*What is extradition?*What are pre-trial proceedings?*What is a mitigation strategy?*What is a plea agreement?*What is discovery in a criminal case?*What factors influence a sentence in a white-collar crime?*What collateral consequences follow for people convicted of business-related crime? | |
| 11/14/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Exercise Your Ethics: Techniques to Improve Ethical Response (Webinar) (25WX-3525)25WX-3525 | *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 | |
| 11/4/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New AI FAQs for Accountants (Webinar) (25WX-3080)25WX-3080 | *Fundamentals of AI and how it differs from traditional accounting software*Generative AI, AI agents, and embedded AI applications in accounting*AI-powered automation for routine accounting tasks and workflows*Data security and privacy considerations in digital accounting environments*Strategies for maintaining client relationships while embracing automation*Future trends including frontier AI models and embodied AI (robotics)*Practical implementation of AI tools in accounting practice management | |
| 10/8/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Microsoft Outlook "Must Know" Email Tips (Webinar) (25WX-3062)25WX-3062 | *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 | |
| 10/7/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethics of AI: A CPA's Guide (Webinar) (25WX-3369)25WX-3369 | *A primer on AI technology applications in the accounting profession*Ethical dilemmas that originate from the use of AI by CPAs*Practical guidelines for using AI technology ethically*Step by step guide for creating an AI usage policy for your organization*Review of a variety of reference materials to assist you in using AI ethically | |
| 10/24/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Ethics and Civility in the Workplace (Webinar) (25WX-3770)25WX-3770 | *What is civility and how it is tied to the bottom line?*Principles of Civility*Giving the Benefit of the Doubt*Inclusivity*Communication*Review of ethical values and principles with an emphasis on: Respect, courage, compassion, honor, and accountability | |
| 11/17/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| The Bookkeeper Goes to Prison (Webinar) (25WX-3151)25WX-3151 | *Career choices*Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 10/13/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Bumper Sticker Ethics v. Professional Ethics (Webinar) (25WX-3339)25WX-3339 | *Introduction: "Bumper Sticker Ethics"*Thinking About Ethics: Digging a Little Deeper*Compare: Principles of Professional Ethics in Accounting*Case Study: Frank v. Dana Corp.*Conclusion: The Conceptual Framework as an Ethics Resource | |
| 10/23/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Talk This Way: Communication Skills for the CPA (Webinar) (25WX-3679)25WX-3679 | *Pervasive best practices for effective communication*Specific strategies for written materials*Unique considerations for verbal presentations*The importance of recursive revision*Tips for success*Pitfalls to avoid | |
| 11/12/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New CPAxPACK Bundle: AI-Powered Accounting (Webinar) (25WX-3509)25WX-3509 | *Course 1: Unlock the Power of AI with Copilot in Excel | Field of Study: Computer Software & Applications | CPE: 2 | Description: In the ever-evolving world of data analytics and business intelligence, Microsoft Excel continues to be an indispensable tool for professionals across industries. With the introduction of Copilot, Microsoft has integrated the power of artificial intelligence directly into Excel, revolutionizing how users work with data. This 2-hour interactive course, Unlock the Power of AI with Copilot in Excel, provides a comprehensive overview of how Copilot transforms traditional Excel workflows into dynamic, AI-driven processes, enabling users to accomplish tasks faster, more accurately, and with less manual effort. During this course, you'll discover how Copilot leverages AI to enhance productivity and streamline operations. Whether you're a seasoned Excel user or just beginning your journey, this course will guide you through practical applications and best practices to make the most of Copilot's capabilities. Through hands-on demonstrations and real-world examples, you'll see how Copilot can save time, improve decision-making, and elevate your analytical skills to new heights. This course not only focuses on the technical aspects of Copilot but also highlights its potential to transform your day-to-day work, from automating repetitive tasks to uncovering trends and insights you might otherwise overlook. By the end of the session, you'll be equipped with the knowledge and confidence to integrate Copilot into your workflows and unlock its full potential in Microsoft Excel. *Course 2: AI Prompt Engineering Masterclass for Accountants | Field of Study: Information Technology | CPE: 2 | Description: An advanced guide to prompting techniques that maximize AI efficiency and precision in everyday business research, operational due diligence and accounting tasks. Designed for accountants with no prior AI knowledge, the session explores how simple language and strategic prompting can unlock powerful, layered responses from large language models (LLMs). Participants will learn to overcome the "lazy" defaults of AI, using specific techniques to enhance detail, accuracy, and contextual understanding in their queries. By understanding prompt engineering's role, attendees will discover how to guide AI to provide practical, relevant, and analytical insights suited to complex financial scenarios, without needing extensive technical expertise. *Course 3: AI for CPAs - How it Works and How to Apply it | Field of Study: Information Technology | CPE: 4 | Description: Generative AI tools such as ChatGPT, Microsoft Copilot, Google Gemini and many others are transforming the digital landscape of virtually every business, including CPA firms. We will demystify the complex world of generative AI in this informative session designed specifically for CPAs. We will break down the nuts and bolts of how generative AI works, making the technical aspects accessible and relevant. Equip yourself with the foundational knowledge to leverage AI in your practice or business. You will learn multiple examples of how you can apply generative AI tools in accounting, finance and tax to boost your team's productivity and improve the quality of your work product. *Course 4: 1040 Tax Prep Automation with AI Tools | Field of Study: Taxes | CPE: 2 | Description: There has never been a greater opportunity to leverage technology tools to automate various aspects of 1040 tax preparation. This course will provide specific examples of how you can use AI (artificial intelligence) based tools to complement your core 1040 tax prep software. You will learn how to leverage AI to automate the collection and organization of client source documents, enhance the engagement management process and add value to your 1040 service through AI enhanced 1040 advisory services. This course will separate the hype from reality about AI and how it can be used in 1040 tax preparation. *Course 5: How AI Fits into the Accounting World | Field of Study: Accounting | CPE: 2 | Description: This session is designed as a primer to introduce artificial intelligence (AI) and to discuss how it will impact accountants as they work. The material will briefly explain what AI is and then focus on ways that it is already serving those in the accounting realm. It will close with a look at future AI-centric developments that will have great potential to positively impact the accounting profession. Those wishing to gain an understanding of what artificial intelligence is and how it will be used by accountants should consider attending this session. | |
| 11/3/2025 | 8 a.m. - 4 p.m. | Online | 12 CPE (10 tech, 2 non-tech) | |
| New Comprehensive Audit and SSARS Update (Webinar) (25WX-3072)25WX-3072 | *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 | |
| 10/7/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Improve Spreadsheets by Building Controls in Excel (Webinar) (25WX-3312)25WX-3312 | *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 | |
| 10/22/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Todd and Julie Chrisley Go to Prison (Webinar) (25WX-3096)25WX-3096 | *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 | |
| 10/9/2025 | 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) (25WX-3474)25WX-3474 | *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 | |
| 10/31/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Basic Individual Taxation Course (Webinar) (25WX-3173)25WX-3173 | *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 | |
| 10/14/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Adobe Acrobat Tips for Working with PDF Files (Webinar) (25WX-3710)25WX-3710 | *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 | |
| 11/13/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Fraud, Controls and Ethics: Best Practices and Case Studies (Webinar) (25WX-3764)25WX-3764 | *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 | |
| 11/17/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
| Supervision/Management Competencies: An Ethical Approach (Webinar) (25WX-3718)25WX-3718 | *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 | |
| 11/13/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Ethics: 10 Crucial Qualities of High Character CPAs (Webinar) (25WX-3351)25WX-3351 | *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 | |
| 10/24/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| The Ethics of Care in the Workplace (Webinar) (25WX-3246)25WX-3246 | *Ethical values and principles*Compassion*Managing expectations*Respect and humility*Attribution Theory | |
| 10/17/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| An Ethical Approach to Mental Health Issues at Work (Webinar) (25WX-3225)25WX-3225 | *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 | |
| 10/16/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Finding Errors in Excel Spreadsheets (Webinar) (25WX-3110)25WX-3110 | *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 | |
| 10/9/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Mastering the Excel Lookup Functions (Webinar) (25WX-3778)25WX-3778 | *A review of the various lookup functions, beyond VLOOKUPLearn 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 / HLOOKUPXLOOKUPMATCH / INDEXXMATCHINDIRECTFILTERSORT / SORTBYUNIQUE*An overview of some newer functions | |
| 11/17/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Google Gemini AI for Accountants (Webinar) (25WX-3448)25WX-3448 | *Google Gemini Quick Start*Gemini Standalone Chatbot*Mobile App*Gemini integration with: Workspace, Gmail,Docs, Sheets, Slides*User Tips | |
| 10/30/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethics of Recruitment and Selection (Webinar) (25WX-3638)25WX-3638 | *Discussion of ethical and effective recruiting strategies*Selection processes that foster diversity and inclusion*How to increase talent pools to ensure hiring success | |
| 11/10/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Securing Your Data with a Password Management App (Webinar) (25WX-3338)25WX-3338 | *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 | |
| 10/23/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Accounting & Auditing Update for Small Businesses (Webinar) (25WX-3425)25WX-3425 | *Accounting Standards Updates (ASUs) that are most likely to impact small businesses*ASUs initiated by the Private Company Council (PCC)*Alternative reporting options to GAAP including FRF for SMEs and IFRS for SMEs*Audit standards that small business auditors will need to implement | |
| 10/29/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Navigating IRS Collections: The Collection Process (Webinar) (25WX-3686)25WX-3686 | *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 | |
| 11/12/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Love it or Leave it: Engagement and Retention at Work (Webinar) (25WX-3627)25WX-3627 | *Ethical values and engagement and retention*Enhancing employee engagement*Strategic/intentional actions to enhance retention*Generation X | |
| 11/8/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 1 Ethics |
| ChatGPT: What Every CPA Should Know (Webinar) (25WX-3662)25WX-3662 | *Overview of the current landscape for AI in business*History of ChatGPT and generative AI*Fundamentals of generative AI technology and related nomenclature*ABC's of how to use ChatGPT*Demonstration of practical ChatGPT applications for accounting, finance and tax*A word of caution: What you should be concerned about*Developing a ChatGPT usage policy for your firm/business | |
| 11/11/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Managerial Accounting: Your Prescription for Better Decisions (Webinar) (25WX-3749)25WX-3749 | *Target profit and break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis*Budgeting | |
| 11/14/2025 | 9:30 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New A Working Parent's Guide to Prioritizing Mental Wellness (Webinar) (25WX-3652)25WX-3652 | *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 | |
| 11/11/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Microsoft Teams: Everything You Need to Know From A to Z (Webinar) (25WX-3416)25WX-3416 | *Understanding the "big picture" of the role the Teams app plays in your Microsoft 365 ecosystem*How to effectively design your teams/channels configuration*Detailed review of all the features for creating conversation posts*Detailed review of all the features for creating, editing and managing Office files within the Teams app*How to use the search features to find Teams content instantly*Step by step review of how to host and participate in Teams online meetings*Using Teams calling features for your phone system*How to manage your notification settings in Teams | |
| 10/28/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New What's Behind the Data? (Webinar) (25WX-3706)25WX-3706 | *Ways in which data and information can be misleading*Common pitfalls when encountering data*How to re-evaluate the data to avoid those pitfalls | |
| 11/13/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Accounting & Auditing Update for Small Businesses (Webinar) (25WX-3542)25WX-3542 | *Accounting Standards Updates (ASUs) that are most likely to impact small businesses*ASUs initiated by the Private Company Council (PCC)*Alternative reporting options to GAAP including FRF for SMEs and IFRS for SMEs*Audit standards that small business auditors will need to implement | |
| 11/4/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Learning to Teach Tax as a Second Language (Webinar) (25WX-3323)25WX-3323 | *Accounting as a foreign language*Commonly misunderstood concepts*Communicating tax matters*Client-practitioner interactionsInteracting with tax authorities | |
| 10/22/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Google Gemini AI for Accountants (Webinar) (25WX-3640)25WX-3640 | *Google Gemini Quick Start*Gemini Standalone Chatbot*Mobile App*Gemini integration with: Workspace, Gmail,Docs, Sheets, Slides*User Tips | |
| 11/10/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Advanced Excel: Hidden Secrets and Gems (Webinar) (25WX-3344)25WX-3344 | *Awareness of advanced functions*Creative methods for data manipulation*Using intellectual curiosity and professional skepticism to develop a problem-solving mentality*Real-life examples of innovative ways to analyze and report data with Excel*Using Excel to perform e-mail merges*Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox*Enhance creativity in your approach to developing Excel models | |
| 10/23/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Using ChatGPT with Excel (Webinar) (25WX-3221)25WX-3221 | *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 | |
| 10/16/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Exercise Your Ethics: Techniques to Improve Ethical Response (Webinar) (25WX-3315)25WX-3315 | *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 | |
| 10/22/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Complete Guide to Analyze Data with Excel PivotTables (Webinar) (25WX-3674)25WX-3674 | *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 | |
| 11/11/2025 | 10:30 a.m. - 2:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Learning to Teach Tax as a Second Language (Webinar) (25WX-3501)25WX-3501 | *Accounting as a foreign language*Commonly misunderstood concepts*Communicating tax matters*Client-practitioner interactionsInteracting with tax authorities | |
| 11/3/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| An Exhaustive Look At Fraud and Ways To Control It (Webinar) (25WX-3741)25WX-3741 | *Fraudulent acts initiated from outside organizations*Why internal fraud occurs*The importance of fighting cyber-fraud*Steps that verify anti-fraud activities are working | |
| 11/14/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New AI for CPAs: How it Works and How to Apply it (Webinar) (25WX-3483)25WX-3483 | *Fundamentals of machine learning and AI algorithms*How generative AI models like ChatGPT function*Practical examples of generative AI in accounting, finance and tax*Key terminologies and concepts simplified*AI Agents for process automation | |
| 10/31/2025 | 10:30 a.m. - 2:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New What's Going on at the FASB (Webinar) (25WX-3203)25WX-3203 | *Accounting Standard Updates effective in 2024 for public entities, private entities, and not-for-profits*Review year 2 implications of the leases standard including modification accounting*A look at the projects identified by the FASB's Invitation to Comment: Agenda Consultation | |
| 10/15/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Cryptocurrency 15 Years Later: A Market Update (Webinar) (25WX-3641)25WX-3641 | *Update on the cryptocurrency marketplace*Cryptocurrency exchanges - the good, the bad and the ugly*Overview of cryptocurrency taxation regulations*The technology behind cryptocurrency - Proof of stake, Layer 2, wallets and more*Blockchain technology update | |
| 11/10/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Income Tax Analysis: Exploring In-Depth Concepts (Webinar) (25WX-3280)25WX-3280 | *Introduction to GAAP and IRC Frameworks*Key differences between financial reporting and tax reporting*Understanding timing differences*Recognition of revenue and expenses Under GAAP vs. IRC*Discussion of Deferred Tax Assets*Impact of Deferred Tax Liabilities*Permanent vs. temporary differences*Reconciliation of book income to taxable income | |
| 10/20/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethics of Recruitment and Selection (Webinar) (25WX-3155)25WX-3155 | *Discussion of ethical and effective recruiting strategies*Selection processes that foster diversity and inclusion*How to increase talent pools to ensure hiring success | |
| 10/13/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Current Cybersecurity Risk Management Trends (Webinar) (25WX-3188)25WX-3188 | *Overview of current cybersecurity threats and how to mitigate data breach risk*Describe how to avoid malware and other security threats | |
| 10/14/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Revision to Government Auditing Standards Impact (Webinar) (25WX-3115)25WX-3115 | *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 | |
| 10/9/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Erase the Mark: Best Practices in Penalty Abatement (Webinar) (25WX-3209)25WX-3209 | *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 | |
| 10/15/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Criminal Tax: How CPAs Bring Value to Defense Attorneys (Webinar) (25WX-3187)25WX-3187 | *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 | |
| 10/14/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Professional Ethical Considerations for CPAs (Webinar) (25WX-3400)25WX-3400 | *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 | |
| 10/28/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Mastering the Excel Lookup Functions (Webinar) (25WX-3613)25WX-3613 | *A review of the various lookup functions, beyond VLOOKUPLearn 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 / HLOOKUPXLOOKUPMATCH / INDEXXMATCHINDIRECTFILTERSORT / SORTBYUNIQUE*An overview of some newer functions | |
| 11/7/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New GPT Builder for Accountants (Webinar) (25WX-3105)25WX-3105 | *Introduction to GPT Builder platform and interface for accounting professionals*Creating accounting-specific custom instructions and knowledge bases*Implementing financial data analysis capabilities through GPTs*Designing GPTs for tax preparation assistance and compliance checking*Building client communication tools with accounting terminology*Enhancing bookkeeping efficiency with automated GPT workflows*Security and confidentiality considerations for financial data | |
| 10/9/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AI Revolution: The Big Picture for CPAs (Webinar) (25WX-3492)25WX-3492 | *Overview of AI and its evolution in business*Deep dive into generative AI and its applications*Impact of AI on accounting, tax and finance sectors*Future trends and opportunities for CPAs*Preparing for the AI-driven business environment | |
| 11/3/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Take Command of Your Time (Webinar) (25WX-3846)25WX-3846 | *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) | |
| 11/20/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethics at Work: Diversity, Equity and Inclusion (Webinar) (25WX-3677)25WX-3677 | *Overview of ethics*Ethical values and principles*DEI working definitions*Unconscious bias, assumptions, microaggressions*Standing Up and Speaking Out*DEI and Organizational Responsibility | |
| 11/12/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New How Recent Auditing Standards Improve Risk-Based Audits (Webinar) (25WX-3616)25WX-3616 | *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 | |
| 11/7/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New What's Going on at the FASB (Webinar) (25WX-3707)25WX-3707 | *Accounting Standard Updates effective in 2024 for public entities, private entities, and not-for-profits*Review year 2 implications of the leases standard including modification accounting*A look at the projects identified by the FASB's Invitation to Comment: Agenda Consultation | |
| 11/13/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Erase the Mark: Best Practices in Penalty Abatement (Webinar) (25WX-3738)25WX-3738 | *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 | |
| 11/14/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Individual Tax Update: Recent Developments (Webinar) (25WX-3415)25WX-3415 | *2024/25 legislation impacting individual taxpayers*Extenders legislation update*Child tax and dependent care credits*Section 199A deduction*Capital gains and losses*Rental real estate*Other passive activities losses | |
| 10/28/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Build a Data Model for Analysis in Power BI (Webinar) (25WX-3259)25WX-3259 | *Data Modeling Essentials: Understanding the core concepts of data modeling in Power BI, including integration of various data sources*Building Relationships: Techniques to establish and manage relationships between different data sets*Calculated Columns and Basic DAX Measures: Introduction to DAX (Data Analysis Expressions) and its application in creating calculated columns and basic measures*Calculated Columns vs Measures: Insights into when to use calculated columns and when to opt for measures*Explicit vs Implicit Measures: Understanding the difference and appropriate application of explicit and implicit measures in data analysis*Hierarchies in Data: Creating and utilizing hierarchies to enhance data analysis and reporting*Using Pivot Tables to Validate Measures: Practical skills in using pivot tables within Power BI to validate and refine measures | |
| 10/17/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New CPAxPACK Bundle: Unlock Power BI with Comprehensive Data Analysis (Webinar) (25WX-3514)25WX-3514 | *Course 1: Get started with Power BI | CPE: 2 | Description: The course will cover Excel's Power BI tools - Power Pivot, for advanced data modeling, and Power Query, for efficient data transformation and preparation. This segment is essential for understanding how Power BI extends and enhances the data processing and analytical capabilities of Excel. The second section of the course delves into the standalone Power BI tools. *Course 2: Clean, transform & load data in Power BI | CPE: 2 | Description: This intensive 2-hour course is designed specifically for those aiming to master data management skills in the modern business environment. As data becomes increasingly central to accounting and financial analysis, the ability to effectively manage, clean, and transform this data is critical. This course delves into Microsoft Power Query, a potent tool within Excel and Power BI Desktop, known for its robust data processing capabilities. *Course 3: Create measures in Power BI that define your Metrics | CPE: 4 | Description: Starting with the foundational elements of DAX, you'll rapidly progress to tackle advanced formulas and time-intelligent functions, essential for nuanced data analysis. The highlight of the course is the emphasis on the DAX calculation process, a crucial aspect for validating measures in Power BI. Additionally, the practical application of PivotTables for measure validation will equip you with the skills to confirm the accuracy and effectiveness of your data measures. These advanced techniques are not just theoretical concepts but are presented through engaging, real-world scenarios, enabling you to apply your learning immediately to your daily tasks. *Course 4: Power BI - Bringing It All Together for Data Analysis | CPE: 2 | Description: Building on the foundational knowledge from previous courses, this session focuses on the crucial next steps after creating data models and measures, guiding participants on how to fully utilize the potential of these tools to uncover insights and create impactful, actionable visualizations. This course takes a deep dive into the critical aspects of using Power BI to its fullest potential, emphasizing a holistic approach to data analytics. You'll learn how to build a streamlined workflow, ensuring every step in your data journey contributes to actionable insights. | |
| 11/3/2025 | 8 a.m. - 4 p.m. | Online | 10 CPE (0 tech, 10 non-tech) | |
| Advanced ChatGPT for Accountants (Webinar) (25WX-3661)25WX-3661 | *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 | |
| 11/11/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Best Practices: Conducting Meaningful Walkthroughs (Webinar) (25WX-3256)25WX-3256 | *Review of audit procedures*Documentation requirements*Real world examples of red flags that may arise | |
| 10/17/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics and Technology for CPAs (Webinar) (25WX-3533)25WX-3533 | *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 | |
| 11/4/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Invest in Your Mental Health and Avoid Burnout (Webinar) (25WX-3108)25WX-3108 | *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 | |
| 10/9/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Clean, Transform and Load Data in Power BI (Webinar) (25WX-3365)25WX-3365 | *Introduction to Power Query in Power BI: Understanding the interface and basic functionalities*Data Cleaning Techniques: Removing duplicates, handling null values, and data type conversions*Data Transformation: Advanced methods for manipulating data, including pivoting, merging, and appending queries*Data Loading: Efficiently loading data into the Power BI data model*Document the Process Steps: Setting up details for each step in the process so you can document what is happening and why | |
| 10/24/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Current Not-for-Profit Fraud Trends (Webinar) (25WX-3671)25WX-3671 | *Best practices for fraud prevention and detection*Common fraud schemes in not-for-profit 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! | |
| 11/11/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The 10 Must Know Excel Features (Webinar) (25WX-3391)25WX-3391 | *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 | |
| 10/27/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New How AI Fits into the Accounting World (Webinar) (25WX-3386)25WX-3386 | *An overview of AI constructs*How artificial intelligence is being used by accountants today*Accounting-centric AI developments on the horizon | |
| 10/27/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How to Double Your Firm's Revenue Through CFO and Advisory (Webinar) (25WX-3585)25WX-3585 | *The average revenue of most accounting firms*The number of advisory clients you'll need to double your firm's revenue*How much you should be charging for advisory services*How we define CFO and advisory services*What business owners really want from their advisor*The three types of CFO/Advisory firms*How to get clients to pay you approximately $2,500 per month for advisory services*The three systems you'll need to add a CFO/Advisory service to your firm | |
| 11/6/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Ethics Based Leadership for Women (Webinar) (25WX-3367)25WX-3367 | *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 | |
| 10/24/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Tax Depreciation: Review and Update (Webinar) (25WX-3656)25WX-3656 | *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 | |
| 11/11/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Mastering the Art of Conflict: CPA Transformative Strategies (Webinar) (25WX-3327)25WX-3327 | *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 | |
| 10/22/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| Introduction to Yellow Book: 8-Credit Boot Camp (Webinar) (25WX-3177)25WX-3177 | *The basics needed to understand what makes not-for-profit and governmental accounting & auditing unique*The key financial reporting differences for governmental and not-for-profit entities*The fundamentals of Yellow Book and Uniform Guidance audits | |
| 10/14/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Seeing Beyond the Numbers: Analysis for CFOs and Controllers (Webinar) (25WX-3431)25WX-3431 | *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 | |
| 10/29/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Long-Term Care Insurance: Make the Switch (Webinar) (25WX-3532)25WX-3532 | *The need to fund for long-term care in America*Client's attitudes and misconceptions*Innovative long-term care solutions and funding | |
| 11/4/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Mastering IRS Form 7217: Partnership Property Distributions (Webinar) (25WX-3730)25WX-3730 | *Property distributions in liquidation of a partner's interest*Section 751 and its impact on property distributions from a partnership*Mechanics of completing Form 7217 -- new for 2024*The Section 754 election and its role in partnership property distributions | |
| 11/14/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Tech it to the Next Level: Slim Your Team for Max Efficiency (Webinar) (25WX-3404)25WX-3404 | *How to leverage tech and automation to fill workflow gaps*How to build a strong tech stack, and connect tools seamlessly*How one proven tech stack replaced more than half a traditional team while improving client satisfaction and reducing overhead | |
| 10/28/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Corporate Transparency Act Developments (Webinar) (25WX-3678)25WX-3678 | *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 inNSB*Potential reporting requirements due to FinCen's proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers | |
| 11/12/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Will Your Ethics Be Burned by Burnout? (Webinar) (25WX-3168)25WX-3168 | *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 | |
| 10/13/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Servant Leadership 101 (Webinar) (25WX-3251)25WX-3251 | *Assessing your organization's culture*The benefits of great cultures*The basics of what servant leadership is, and is not*How to coach using a servant leadership style | |
| 10/17/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Revision to Government Auditing Standards Impact (Webinar) (25WX-3570)25WX-3570 | *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 | |
| 11/6/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Side-Hustle CFO (Webinar) (25WX-3618)25WX-3618 | *The systems you need to start your own advisory service*Information on how to package, price and market your business*Transforming accounting knowledge into expertise you can sell | |
| 11/8/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New ChatGPT and Advanced Policy Manual Development for Accountants (Webinar) (25WX-3529)25WX-3529 | *Fundamentals of accounting policy manuals in traditional and AI contexts*The PRIME Method framework for AI-assisted policy development*Strategic implementation of AI tools including ChatGPT, Claude, and Copilot .Internal control and risk management policy creation*AI and generative AI usage policies for accounting firms*Sustainability and ESG reporting policy frameworks*Predictive analytics and forecasting policy development*Regulatory compliance considerations in AI-generated policies | |
| 11/4/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Building Security and Efficiency With Internal Control (Webinar) (25WX-3667)25WX-3667 | *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 | |
| 11/11/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Erase the Mark: Best Practices in Penalty Abatement (Webinar) (25WX-3689)25WX-3689 | *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 | |
| 11/12/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Understanding the New Forms K-2 and K-3 (Webinar) (25WX-3350)25WX-3350 | *Introduction to Schedules K-2 and K-3*Review the filing requirements*Discuss the different parts of the schedules and what needs to be included | |
| 10/24/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Generative AI in Practice: Boost Efficiency and Profitability (Webinar) (25WX-3642)25WX-3642 | *Implementing AI for accounting automation*Enhancing auditing processes with AI tools*AI applications in tax compliance*Leveraging AI for business advisory services | |
| 11/10/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Fraud and Embezzlement: Case Studies from the Trenches (Webinar) (25WX-3232)25WX-3232 | *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 | |
| 10/16/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Leadershift: Drive Results Through Ethical Performance Management (Webinar) (25WX-3412)25WX-3412 | *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 | |
| 10/28/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| How SAS Nos. 134-145 Improve Risk-Based Audits (Webinar) (25WX-3112)25WX-3112 | *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 | |
| 10/9/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Analyzing Financial Statements (Webinar) (25WX-3684)25WX-3684 | *Balance sheet analysis*Income statement analysis*Cash flow statement analysis*Clues in the notes and MD&A*Industry nuances | |
| 11/12/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Everyday Ethics at Work: Don't be the Next News Story! (Webinar) (25WX-3556)25WX-3556 | *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 | |
| 11/5/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| More Money: Strategic Ways to Improve Cash Flow (Webinar) (25WX-3130)25WX-3130 | *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 | |
| 10/10/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| I Spy with My Little Eye...an Illegality (Webinar) (25WX-3409)25WX-3409 | *Are Accountants the Conscience of Business?*Today's Ethical Duty of Confidentiality*IESBA NOCLAR Pronouncement*Where We Go from Here (No Clarity?)*Case Discussion and Analysis*Conclusion | |
| 10/28/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| New CFO Series: November 2025 Webinar Bundle (Webinar) (25WX-3596)25WX-3596 | *Week 1: CFO Series: Quality is Free-- But How do We Measure the Cost? | CPE: 2 | Field of Study: Finance Discussion Leader: Brian Maturi, MBA, FCA | Date: Friday, November 7, 10:00 am | Description: Customers demand quality. We expect quality in what we do and in what we consume. In 1985, Philip Crosby told us that quality is free. We will examine Crosby's statement and look at the four aspects of the cost of quality - prevention, appraisal, internal failure, and external failure. What are the true costs associated with each of these elements? How can we determine how each aspect can be measured? We will test the adage that an ounce of prevention is worth a pound of cure to see if this 16:1 relationship holds true. Quality matters, and we need to know how to evaluate the true cost of quality and what the value is. *Week 2: CFO Series: Recognizing Lies: How to Detect and Prevent? | CPE: 2 | Field of Study: Business Management & Organization | Discussion Leader: Don Minges, MBA | Date: Friday, November 14, 10:00 am Description: Trust is the glue that binds all relationships. Regardless, humans tell lies; a cruel fact. Every lie undermines trust and damages productivity. What signals indicate lies? How can you properly interpret the cues? How can you protect yourself from lies? This class will discuss how to discern lies effectively. Do not be taken advantage of. Learn an established and proven process to uncover the truth. *Week 3: CFO Series: Proven Methods to Detect and Prevent Fraud | CPE: 2 | Field of Study: Auditing | Discussion Leader: Rob Berry, CPA | Date: Friday, November 21, 10:00 am | Description: Fraud impacts over 80% of all organizations, costing over $10 billion annually. Do you aim to fortify your organization, or your client's, against fraud risks? This seminar will address how to instill a robust anti-fraud culture and give you the tools needed to proactively prevent, detect, and manage fraudulent activities. Prevention is vital for success. Do not wait to protect the organization. *Week 4: CFO Series: Re-inventing the Modern CFO: How to Adapt? | CPE: 2 | Field of Study: Business Management & Organization | Discussion Leader: Bob Mims, CPA | Date: Friday, November 28, 10:00 am | Description: The role of today's financial leader, including CFOs, transcends traditional financial stewardship; it demands agility, innovation, crisis management, and strategic foresight. This seminar will discuss the new, multifaceted skills and insights needed to excel in the dynamic role of modern finance. Through a blend of theory, case studies, and practical exercises, participants will explore the diverse roles of today's CFO as innovation champions, technology evangelists, leaders, and change agents, leveraging practical principles to drive organizational success. Financial leaders can adapt or be left behind. Whether you are a seasoned CFO or aspiring to step into a leadership position, this seminar will give you the essential tools and insights to navigate the newer demands of financial managers with confidence and competence. | |
| 11/7/2025 | 10 a.m. - 12 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| Shortcuts That Excel Users Love (Webinar) (25WX-3648)25WX-3648 | *The power of keyboard shortcuts*Oft used features with more capability than meets the eye*New helpful features*Note: 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. | |
| 11/10/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethics of AI: A CPA's Guide (Webinar) (25WX-3091)25WX-3091 | *A primer on AI technology applications in the accounting profession*Ethical dilemmas that originate from the use of AI by CPAs*Practical guidelines for using AI technology ethically*Step by step guide for creating an AI usage policy for your organization*Review of a variety of reference materials to assist you in using AI ethically | |
| 10/8/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Advanced Excel for Staff: Build Reports and Analyze Data (Webinar) (25WX-3631)25WX-3631 | *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 | |
| 11/10/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Leveraging ChatGPT for Innovative Business Advisory Services (Webinar) (25WX-3292)25WX-3292 | *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 | |
| 10/21/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Income Tax Analysis: Exploring In-Depth Concepts (Webinar) (25WX-3504)25WX-3504 | *Introduction to GAAP and IRC Frameworks*Key differences between financial reporting and tax reporting*Understanding timing differences*Recognition of revenue and expenses Under GAAP vs. IRC*Discussion of Deferred Tax Assets*Impact of Deferred Tax Liabilities*Permanent vs. temporary differences*Reconciliation of book income to taxable income | |
| 11/3/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| What if Your Client Didn't Take Reasonable Compensation (Webinar) (25WX-3106)25WX-3106 | *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 | |
| 10/9/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| ChatGPT Bootcamp for CPAs with John Higgins (Webinar) (25WX-3588)25WX-3588 | *Review the history of ChatGPT*Tour of the ChatGPT app and how to use it*Setting up a ChatGPT account (free & premium)*Variety of hands-on case study examples for accounting, finance and tax*A look under the hood at how ChatGPT works*Caution - how to avoid risks in using ChatGPT*A look into the future potential for AI in business | |
| 11/6/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Ethical Intelligence for Artificial Intelligence (Webinar) (25WX-3302)25WX-3302 | *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 | |
| 10/21/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| ChatGPT and Advanced Financial Analysis for Accountants (Webinar) (25WX-3204)25WX-3204 | *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 | |
| 10/15/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Finding Errors in Excel Spreadsheets (Webinar) (25WX-3562)25WX-3562 | *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 | |
| 11/5/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Art of Engaging in Difficult Conversations (Webinar) (25WX-3359)25WX-3359 | *Awareness of your mindset entering the conversation*Tactics to build a pool of meaning*Clarity around story telling*Biggest mistakes to avoid | |
| 10/24/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Create Measures in Power BI That Define Your Metrics (Webinar) (25WX-3200)25WX-3200 | *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 | |
| 10/15/2025 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Shortcuts That Excel Users Love (Webinar) (25WX-3190)25WX-3190 | *The power of keyboard shortcuts*Oft used features with more capability than meets the eye*New helpful features*Note: 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. | |
| 10/14/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Hot Topics Accounting Update (Webinar) (25WX-3333)25WX-3333 | *New accounting standards*The impact on Financial Reporting*Hot topics in financial reporting*Current and emerging US GAAP requirements | |
| 10/23/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Understanding Internal Control Constructs (Webinar) (25WX-3320)25WX-3320 | *Underlying concepts of internal control*The importance of control measure interdependency | |
| 10/22/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethics: IRS Criminal Investigations -- Key Lessons for Accountants (Webinar) (25WX-3491)25WX-3491 | *Snapshot of IRS Criminal Investigations*General tax fraud*Abusive tax schemes*Refund fraud*Employment tax fraud*Identity theft*Data compromises*Money laundering*Public corruption*Corporate fraud*General frauds*Cyber crimes*Global tax and economic crimes*Narcotics, counter-terrorism and transnational organized crime*Selected Field Office Case Files from Across US*How accountants can add value to their operations by aiding law enforcement and fighting economic crime | |
| 11/3/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New AI Privacy, Security and Compliance Masterclass (Webinar) (25WX-3480)25WX-3480 | *Introduction: What is AI Security, Privacy and Compliance (AISPC)?*Why AI Security, Privacy and Compliance (AISPC) is Increasingly Important for Accountants*AISPC Policy Best Practices*Key Tactical Questions for Addressing Data Security and Privacy*OpenAI and Compliance with Government Regulations*OpenAI and Two-Factor Authentication*Other OpenAI Security, Privacy and Compliance Considerations*Best Practices for Secure Data Sharing with GPT*How to Create a GenAI and ChatGPT Usage Policy for Your Operations*General AI Policy Do's and Don'ts*AI Copyright Compliance & Protection Guide*Deepfakes and Synthetic Media: A New Frontier for Fraud and Misinformation*From Financial Oversight to AI Governance: The Sarbanes-Oxley Legacy and Accountants' New Frontier in AI Security, Privacy, Compliance and Ethics*Key Takeaways | |
| 10/31/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Shortcuts That Excel Users Love (Webinar) (25WX-3564)25WX-3564 | *The power of keyboard shortcuts*Oft used features with more capability than meets the eye*New helpful features*Note: 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. | |
| 11/5/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Forensic Accounting: Crafting Expert Reports (Webinar) (25WX-3543)25WX-3543 | *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 | |
| 11/4/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Create Paginated Reports with Power BI Report Builder (Webinar) (25WX-3286)25WX-3286 | *Introduction to Power BI Report Builder: Overview of the tool, its interface, and integration with the Power BI ecosystem*Designing Report Layouts: Techniques for setting up professional layouts, including headers, footers, and managing pagination*Data Connection and Management: Connecting to various data sources and preparing data for reporting*Creating Visualizations: Utilizing Power BI's visualization tools for impactful data presentation*Advanced Report Features: Exploring sub-reports, drill-through capabilities, and dynamic expressions*Publishing and Sharing: Guidelines for publishing reports to the Power BI service and sharing them with relevant stakeholders | |
| 10/21/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Supporting Mental Wellness to Thrive in Work and Life (Webinar) (25WX-3705)25WX-3705 | *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 | |
| 11/13/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| What You Can Learn From the Statement of Cash Flows (Webinar) (25WX-3751)25WX-3751 | *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 | |
| 11/15/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How AI is Automating Internal Control (Webinar) (25WX-3116)25WX-3116 | *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 | |
| 10/9/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Accounting and Disclosure Issues After a Natural Disaster (Webinar) (25WX-3729)25WX-3729 | *Current and noncurrent asset impairment*Insurance claims and related recoveries*Debt and liquidity issues*Government assistance and relief*Subsequent Events*Lease modifcations*Other matters | |
| 11/14/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New LLCs and S Corporations: A Comparative Analysis (Webinar) (25WX-3643)25WX-3643 | *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 | |
| 11/10/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Ethical Management of Conflict (Webinar) (25WX-3731)25WX-3731 | *Professionalism, conflict and ethics*Sources and approaches to conflict*Managing conflict from the inside: Awareness of human tendencies, human emotions, and gossip*Guidelines for managing conflict collaboratively | |
| 11/14/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Integrate ChatGPT into Your Client Advisory Services (Webinar) (25WX-3325)25WX-3325 | *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 | |
| 10/22/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Ethics and Civility in the Workplace (Webinar) (25WX-3603)25WX-3603 | *What is civility and how it is tied to the bottom line?*Principles of Civility*Giving the Benefit of the Doubt*Inclusivity*Communication*Review of ethical values and principles with an emphasis on: Respect, courage, compassion, honor, and accountability | |
| 11/7/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Ethics: IRS Criminal Investigations -- Key Lessons for Accountants (Webinar) (25WX-3270)25WX-3270 | *Snapshot of IRS Criminal Investigations*General tax fraud*Abusive tax schemes*Refund fraud*Employment tax fraud*Identity theft*Data compromises*Money laundering*Public corruption*Corporate fraud*General frauds*Cyber crimes*Global tax and economic crimes*Narcotics, counter-terrorism and transnational organized crime*Selected Field Office Case Files from Across US*How accountants can add value to their operations by aiding law enforcement and fighting economic crime | |
| 10/20/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Complete Guide to Analyze Data with Excel PivotTables (Webinar) (25WX-3332)25WX-3332 | *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 | |
| 10/23/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Partnership Tax Updates (Webinar) (25WX-3238)25WX-3238 | *Court decisions covering partnership issues such as TEFRA, Statute of Limitations, Economic Substance, and Sec. 754 Elections*IRS procedural updates on passthrough entities*New developments on conservation easements | |
| 10/17/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Fraud and Embezzlement: Case Studies from the Trenches (Webinar) (25WX-3669)25WX-3669 | *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 | |
| 11/11/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Tax Season Update for Business with Steve Dilley (Webinar) (25WX-3141)25WX-3141 | *2024/25 legislative developments, cases and rulings impacting various business entity taxpayers*Detailed discussion of the partnership and S corporation Schedule K-1 changes*Business income, deductions and creditsTravel expense reporting*Section 199A update and business losses*Depreciation update: Section 179 and 168(k)*S Corporation and partnership update | |
| 10/11/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New A&A Update With Technology Implementation (Webinar) (25WX-3576)25WX-3576 | *Deep dive into the Accounting Standards Updates (ASUs) effective in 2025*Insights from the FAF's 2024 PCC Review*Overview of FASB's Invitation to Comment - Agenda Consultation*The essential changes in quality management standards that firms must implement by the end of 2025*Common deficiencies identified by the DOL in EBP (Employee Benefit Plan) engagements and provide a peek at upcoming projects from the Auditing Standards Board (ASB) | |
| 11/6/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Forensic Accounting: When The Office is a Crime Scene (Webinar) (25WX-3484)25WX-3484 | *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 | |
| 10/31/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethics: 10 Crucial Qualities of High Character CPAs (Webinar) (25WX-3098)25WX-3098 | *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 | |
| 10/9/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Common Financial Statement Disclosures (Webinar) (25WX-3122)25WX-3122 | *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 | |
| 10/10/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Advanced ChatGPT for Accountants (Webinar) (25WX-3156)25WX-3156 | *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 | |
| 10/13/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Become a Data Analysis Expert (Webinar) (25WX-3397)25WX-3397 | *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 | |
| 10/28/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Navigating IRS Authorizations: Form 2848 and Form 8821 (Webinar) (25WX-3493)25WX-3493 | *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 | |
| 11/3/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Annual Update for Accountants and Auditors (Webinar) (25WX-3489)25WX-3489 | *Technology hot topics for audits*Accounting Standard Updates*Projects identified by the FASB's Invitation to Comment: Agenda Consultation*Year 2 considerations for leases including modification accounting*The impact of the changes to auditing group audits*The status of the AICPA's quality management project management*The current work of the ASB | |
| 11/3/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Ethics of Self-Esteem For Women (Webinar) (25WX-3347)25WX-3347 | *Self-Esteem: What is it?*Belief systems*Benefits of high delf rsteem*Minimizing traps of low self esteem*Components of high self esteem | |
| 10/23/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| ChatGPT and Advanced Financial Analysis for Accountants (Webinar) (25WX-3639)25WX-3639 | *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 | |
| 11/10/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics at Work: Diversity, Equity and Inclusion (Webinar) (25WX-3373)25WX-3373 | *Overview of ethics*Ethical values and principles*DEI working definitions*Unconscious bias, assumptions, microaggressions*Standing Up and Speaking Out*DEI and Organizational Responsibility | |
| 10/27/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Annual Update for Governmental Accountants and Auditors (Webinar) (25WX-3550)25WX-3550 | *GASB 100, accounting changes and error corrections*GASB 101, Compensated Absences*Yellow Book and Single Audit engagements*Yellow Book independence requirements*Changes to the Uniform Guidance*2024 Compliance Supplement and the common deficiencies identified by the federal agencies and peer reviewers | |
| 11/5/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| How Much Are Your Ethics Worth? (Webinar) (25WX-3058)25WX-3058 | *Understanding ethics*Available tools to aid in ethical decision making*The role of bias in making ethical decisions*Application through case studies | |
| 10/7/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Ethical Considerations of the New AICPA SSTS Rules (Webinar) (25WX-3223)25WX-3223 | *Review of the new AICPA Statement on Standards for Tax Services*Reorganization of SSTS by type of work performed*Discuss new standards on data protection, reliance on tools and representation of tax clients before taxing authorities | |
| 10/16/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New AI Lessons Learned for Accountants (Webinar) (25WX-3471)25WX-3471 | *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 | |
| 10/31/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Operations Level Internal Control (Webinar) (25WX-3137)25WX-3137 | *An overview of controls that drive procedures*Considerations for procedural control development*Understanding and controlling risk that arises when organizations change | |
| 10/10/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Financial and Tax Accounting for S Corporations and Partnerships (Webinar) (25WX-3335)25WX-3335 | *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/LLCFinancial 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 | |
| 10/23/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Monthly Federal Tax Updates: October 2025 (Webinar) (25WX-3262)25WX-3262 | *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 | |
| 10/20/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CFO Series: Changing Corporate Culture -- How to Improve it? (Webinar) (25WX-3250)25WX-3250 | *The eight types of corporate cultures*Determining which culture(s) exist in your organization*How to introduce change in an acceptable way*What are core values, and why they are so important?*What kind of culture(s) fits in the organization?*Where do you need the culture to develop so the organization can thrive?*Why people are so resistant to change?*What is the 'right' speed for change?*How to grow your team into a better culture | |
| 10/17/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Leadership Skills of Tomorrow: Delegate and Listen (Webinar) (25WX-3711)25WX-3711 | *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 | |
| 11/13/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Best Non-Google Search Tools for Accountants (Webinar) (25WX-3336)25WX-3336 | *Why Advanced Search Skills Are So Critical for Accountants*Why You Need More than Google to Search the Internet*GARP: Generally Accepted Research Principles*Alternatives to Google*Advisory Search*Social Search*Specialty search*Search Engine resources*What's Ahead in Search | |
| 10/23/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Todd and Julie Chrisley Go to Prison (Webinar) (25WX-3331)25WX-3331 | *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 | |
| 10/23/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Finding Errors in Excel Spreadsheets (Webinar) (25WX-3278)25WX-3278 | *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 | |
| 10/20/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Written Information Security Plans (Webinar) (25WX-3274)25WX-3274 | *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 | |
| 10/20/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Supporting Mental Wellness to Thrive in Work and Life (Webinar) (25WX-3175)25WX-3175 | *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 | |
| 10/14/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New What's Changing in A&A for Governmental Entities (Webinar) (25WX-3124)25WX-3124 | *A look at the GASB standards that are effective this year*GASB 100, Accounting Changes and Error Corrections*GASB 101, Compensated Absences*The impact of the 2024 Compliance Supplement on Single Audits*Changes to the Uniform Guidance*Common deficiencies found in Single Audits | |
| 10/10/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Integrate ChatGPT into Your Client Advisory Services (Webinar) (25WX-3134)25WX-3134 | *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 | |
| 10/10/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Ethical AI Practices for CPAs: Ensuring Responsible Use (Webinar) (25WX-3734)25WX-3734 | *Understanding ethical implications of AI*Data privacy and security considerations*Compliance with regulations and professional standards*Developing ethical AI policies and procedures | |
| 11/14/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Create Paginated Reports with Power BI Report Builder (Webinar) (25WX-3120)25WX-3120 | *Introduction to Power BI Report Builder: Overview of the tool, its interface, and integration with the Power BI ecosystem*Designing Report Layouts: Techniques for setting up professional layouts, including headers, footers, and managing pagination*Data Connection and Management: Connecting to various data sources and preparing data for reporting*Creating Visualizations: Utilizing Power BI's visualization tools for impactful data presentation*Advanced Report Features: Exploring sub-reports, drill-through capabilities, and dynamic expressions*Publishing and Sharing: Guidelines for publishing reports to the Power BI service and sharing them with relevant stakeholders | |
| 10/10/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Current Cybersecurity Risk Management Trends (Webinar) (25WX-3696)25WX-3696 | *Overview of current cybersecurity threats and how to mitigate data breach risk*Describe how to avoid malware and other security threats | |
| 11/12/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Written Information Security Plans (Webinar) (25WX-3063)25WX-3063 | *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 | |
| 10/7/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Casualty Losses: Disaster Relief Act of 2024 (Webinar) (25WX-3242)25WX-3242 | *Federal Disaster Relief Act provisions enacted in December, 2024*Comparison of personal use casualties with business/investment casualties*When to claim casualty losses*How to postpone casualty gains*Business casualty gains and depreciation recapture | |
| 10/17/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Using e-Signature Software to Process Agreements (Webinar) (25WX-3257)25WX-3257 | *Review of the digital document signing process*Key features to evaluate in selecting a solution*Review and distinguish top selling e-signature applications*Best practices for deploying e-signature software in your practice or business | |
| 10/17/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Unlock the Power of AI with Copilot in Excel (Webinar) (25WX-3097)25WX-3097 | *Introduction to Copilot in Excel*Automating Tasks and Enhancing Productivity*Advanced Data Insights with Copilot | |
| 10/9/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethics: How to Give and Receive Criticism the Right Way (Webinar) (25WX-3634)25WX-3634 | *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 | |
| 11/10/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Accounting of the Soul: Making the World a Better Place (Webinar) (25WX-3308)25WX-3308 | *Overview of Virtue Ethics and the Common Good*Professionalism*The Virtue of Compassion*Gossip in the Workplace*Gratitude | |
| 10/22/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Tax Depreciation: Review and Update (Webinar) (25WX-3078)25WX-3078 | *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 | |
| 10/8/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Take Command of Your Time (Webinar) (25WX-3429)25WX-3429 | *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) | |
| 10/29/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Partnership/LLC Taxation: Tax Basis Capital Accounts (Webinar) (25WX-3767)25WX-3767 | *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 | |
| 11/17/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New How to Audit Expenses and Payables (Webinar) (25WX-3685)25WX-3685 | *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 | |
| 11/12/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Selected Ethics Topics 2025 (Webinar) (25WX-3408)25WX-3408 | *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 | |
| 10/28/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Navigating IRS Authorizations: Form 2848 and Form 8821 (Webinar) (25WX-3319)25WX-3319 | *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 | |
| 10/22/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Noble Leadership: An Ethical Approach (Webinar) (25WX-3470)25WX-3470 | *Leadership Definition*Virtue Ethics*Relationship of Virtue Ethics to Leadership*Characteristics of the Noble Leader*Actions to create a culture of respect and dignity | |
| 10/31/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Beyond the Basics: Financial Ratios You Might Be Overlooking (Webinar) (25WX-3443)25WX-3443 | *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 | |
| 10/30/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Yellow Book Independence and Single Audit Fundamentals (Webinar) (25WX-3475)25WX-3475 | *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 | |
| 10/31/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Will Your Ethics Be Burned by Burnout? (Webinar) (25WX-3540)25WX-3540 | *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 | |
| 11/4/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Bumper Sticker Ethics v. Professional Ethics (Webinar) (25WX-3775)25WX-3775 | *Introduction: "Bumper Sticker Ethics"*Thinking About Ethics: Digging a Little Deeper*Compare: Principles of Professional Ethics in Accounting*Case Study: Frank v. Dana Corp.*Conclusion: The Conceptual Framework as an Ethics Resource | |
| 11/17/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| New Side-Hustle CFO (Webinar) (25WX-3765)25WX-3765 | *The systems you need to start your own advisory service*Information on how to package, price and market your business*Transforming accounting knowledge into expertise you can sell | |
| 11/17/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Tax Season Update for Individuals with Steve Dilley (Webinar) (25WX-3700)25WX-3700 | *2024/25 legislative developments, cases and rulings impacting individual taxpayers*Changes to Form 1040 and other related forms, worksheets and schedules*Individual income items, itemized deductions and credits*Updated tax rate schedule and other inflation adjusted items*Implications for self-employed taxpayers of various legislation*Section 199A changes, including use of carryforward passive activity and 199A losses*Capital gains and losses*Passive activity and hobby loss rules changes | |
| 11/12/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Comprehensive Accounting and Financial Reporting Update (Webinar) (25WX-3360)25WX-3360 | *CECL for nonfinancial institutions*Accounting for Paycheck Protection Program loans*Accounting for web-hosting services*Revenue recognition*Leases*FASB projects in progress | |
| 10/24/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| PCAOB and SEC Update (Webinar) (25WX-3436)25WX-3436 | *Developments at the PCAOB*Recent trends in SEC comment letters*Enforcement actions and administrative proceedings*Conclusions and predictions for the future | |
| 10/29/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How Much Are Your Ethics Worth? (Webinar) (25WX-3288)25WX-3288 | *Understanding ethics*Available tools to aid in ethical decision making*The role of bias in making ethical decisions*Application through case studies | |
| 10/21/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Side-Hustle CFO (Webinar) (25WX-3119)25WX-3119 | *The systems you need to start your own advisory service*Information on how to package, price and market your business*Transforming accounting knowledge into expertise you can sell | |
| 10/10/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| ChatGPT for Accountants: 50+ Use Cases (Webinar) (25WX-3507)25WX-3507 | *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 | |
| 11/3/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Implementing an AI-Enabled Marketing Strategy for Your Firm (Webinar) (25WX-3162)25WX-3162 | *Module 1: Introduction to AI in Marketing The Basics of AI -- Concepts and Terminology*Module 2: Leveraging AI Tools and Technologies Overview of AI Tools for Marketing*Module 3: Practical Strategies for AI Integration Integrating AI into Your Marketing Workflow*Module 4: Measuring AI-Driven Marketing Effectiveness Key Metrics for Assessing AI-Driven Campaigns*Module 5: Real-Life Case Studies and Success Stories Case Studies of Firms Successfully Using AI in Marketing*Module 6: Developing Your AI-Enabled Marketing Strategy Creating a Custom AI Marketing Strategy | |
| 10/13/2025 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Synchronize Your Files to the Cloud With SharePoint (Webinar) (25WX-3128)25WX-3128 | *Overview of the OneDrive Sync app functionality*Step-by-step review and demonstration of how to deploy this appInstalling the Sync app on your local devices*Configuring the files and folders to synchronize toy your local device*Manage the locally stored files*Best practice tips for using the Sync app and avoiding common mistakes | |
| 10/10/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Yellow Book Ethics (Webinar) (25WX-3057)25WX-3057 | *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 | |
| 10/7/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Accounting of the Soul: Making the World a Better Place (Webinar) (25WX-3593)25WX-3593 | *Overview of Virtue Ethics and the Common Good*Professionalism*The Virtue of Compassion*Gossip in the Workplace*Gratitude | |
| 11/7/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| New Selected Ethics Topics 2025 (Webinar) (25WX-3210)25WX-3210 | *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 | |
| 10/15/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Ethics: IRS Behavioral Insights for Accountants (Webinar) (25WX-3248)25WX-3248 | *Behavioral insights (BI) PrimerHow and why BI are used by the IRSIRS and individual decision-making*IRS and environmental and design considerations*IRS and social norms*IRS "top of mind" issues BI and Implementation of tax reform legislation BI and private debt collection*BI and online taxpayer accounts*BI and taxpayer rights in "real" vs. "unreal" audits*BI and the tax-exempt approval process*BI and passport renewal and revocation*How to use BI to more mindfully interact with the IRS to improve outcomes | |
| 10/17/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Tax Implications of Retirement Plan Distributions (Webinar) (25WX-3354)25WX-3354 | *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 | |
| 10/24/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Everyday Ethics at Work: Don't be the Next News Story! (Webinar) (25WX-3297)25WX-3297 | *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 | |
| 10/21/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Technology Trends Update for CPAs With John Higgins (Webinar) (25WX-3237)25WX-3237 | *Role of cloud computing as the foundation for all tech trends*Big data and data analytics the new frontier for CPAs*Workflow automation with RPA, ML and AI with a focus on ChatGPT*Blockchain technology, the revolutionary data storage model*Cryptocurrency 15 years later, an update on the market and technology*Metaverse - what's it all about*Cloud based financial and ERP software market update | |
| 10/16/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New AI Prompt Engineering Masterclass for Accountants (Webinar) (25WX-3247)25WX-3247 | *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 | |
| 10/17/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Comprehensive Accounting and Financial Reporting Update (Webinar) (25WX-3739)25WX-3739 | *CECL for nonfinancial institutions*Accounting for Paycheck Protection Program loans*Accounting for web-hosting services*Revenue recognition*Leases*FASB projects in progress | |
| 11/14/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Enterprise-Wide Risk Management in Accounting and Finance (Webinar) (25WX-3093)25WX-3093 | *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 | |
| 10/8/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Introduction to Yellow Book: 8-Credit Boot Camp (Webinar) (25WX-3637)25WX-3637 | *The basics needed to understand what makes not-for-profit and governmental accounting & auditing unique*The key financial reporting differences for governmental and not-for-profit entities*The fundamentals of Yellow Book and Uniform Guidance audits | |
| 11/10/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New S Corporations: Comprehensive Walkthrough of Form 1120S (Webinar) (25WX-3081)25WX-3081 | *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*IRC 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 | |
| 10/8/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Retirement Planning: Next Stage for You or Your Client (Webinar) (25WX-3328)25WX-3328 | *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 | |
| 10/23/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Revision to Government Auditing Standards Impact (Webinar) (25WX-3724)25WX-3724 | *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 | |
| 11/13/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New How Recent Auditing Standards Improve Risk-Based Audits (Webinar) (25WX-3460)25WX-3460 | *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 | |
| 10/30/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethics: IRS Behavioral Insights for Accountants (Webinar) (25WX-3580)25WX-3580 | *Behavioral insights (BI) PrimerHow and why BI are used by the IRSIRS and individual decision-making*IRS and environmental and design considerations*IRS and social norms*IRS "top of mind" issues BI and Implementation of tax reform legislation BI and private debt collection*BI and online taxpayer accounts*BI and taxpayer rights in "real" vs. "unreal" audits*BI and the tax-exempt approval process*BI and passport renewal and revocation*How to use BI to more mindfully interact with the IRS to improve outcomes | |
| 11/6/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Walter Haig's Business Financial Health Checkup (Webinar) (25WX-3254)25WX-3254 | *How to use analytical procedures as a management tool to identify areas hindering the profitability of the entity*How to use analytical procedures to identify misstatements in financial information*Techniques for developing a "workable" business plan*Recasting GAAP financial statements into powerful management tools*Developing and using benchmarks to identify profitability problems*Identifying profitability key factors*The relationship of internal controls and the health of an entity*Common weaknesses in the internal controls of SMEs using the guidelines in the COSO Report on Internal Controls and common internal controls to address those weaknesses*How to create "goal" statements that achieve results | |
| 10/17/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Tax Season Update for Individuals with Steve Dilley (Webinar) (25WX-3260)25WX-3260 | *2024/25 legislative developments, cases and rulings impacting individual taxpayers*Changes to Form 1040 and other related forms, worksheets and schedules*Individual income items, itemized deductions and credits*Updated tax rate schedule and other inflation adjusted items*Implications for self-employed taxpayers of various legislation*Section 199A changes, including use of carryforward passive activity and 199A losses*Capital gains and losses*Passive activity and hobby loss rules changes | |
| 10/17/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Creating an Ethical Work Environment (Webinar) (25WX-3552)25WX-3552 | *Ethical values and principles*Human factors impacting ethical choices*Professional and organizational responsibilities in creating an ethical work environment*Tools for ethical decision making | |
| 11/5/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Steps to Stop External Fraud (Webinar) (25WX-3559)25WX-3559 | *Types of external fraud*Considerations as organizations work to reduce fraud risk*External fraud and known parties/External fraud unknown perpetrators | |
| 11/5/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| What You Can Learn From the Statement of Cash Flows (Webinar) (25WX-3171)25WX-3171 | *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 | |
| 10/14/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CFO Series: Lease or Buy, Debt or Equity -- the Decision (Webinar) (25WX-3129)25WX-3129 | *What is the cost of capital (COC)?*How does the mix of debt versus equity affect the cost of capital?*What is the right balance of debt to equity, and why does it vary?*Modigliani and Miller's Nobel prize-winning theory*How do risks affect my choices?*Risk aversion choices amongst providers of finance*How will capital structure affect me in times of financial distress?*Buying assets versus leasing them -- what needs to be considered?*Evaluating a lease versus buy decision and why so many get the analysis wrong | |
| 10/10/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Exploring Internal Controls That Could Have Prevented Frauds (Webinar) (25WX-3053)25WX-3053 | *Examination of actual frauds*Discussion of internal controls that could have prevented the frauds*Contemplation of epiphanies for your own professional scenarios | |
| 10/7/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Steps to Stop External Fraud (Webinar) (25WX-3084)25WX-3084 | *Types of external fraud*Considerations as organizations work to reduce fraud risk*External fraud and known parties/External fraud unknown perpetrators | |
| 10/8/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AICPA Regulatory Ethics Update (Webinar) (25WX-3290)25WX-3290 | *The Professional Ethics Executive Committee's updated ethics rules*An overview of recently issued ethics rules that CPAs need to know to be compliant | |
| 10/21/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Clean, Transform and Load Data in Power BI (Webinar) (25WX-3087)25WX-3087 | *Introduction to Power Query in Power BI: Understanding the interface and basic functionalities*Data Cleaning Techniques: Removing duplicates, handling null values, and data type conversions*Data Transformation: Advanced methods for manipulating data, including pivoting, merging, and appending queries*Data Loading: Efficiently loading data into the Power BI data model*Document the Process Steps: Setting up details for each step in the process so you can document what is happening and why | |
| 10/8/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Using ChatGPT with Excel (Webinar) (25WX-3653)25WX-3653 | *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 | |
| 11/11/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Business Partnerships: Managing Supplier Relationships (Webinar) (25WX-3296)25WX-3296 | *Overview of supplier contracts*Case studies of successful and not-so-successful supplier relationships*Risk potentials | |
| 10/21/2025 | 3:30 - 4:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Best Non-Google Search Tools for Accountants (Webinar) (25WX-3578)25WX-3578 | *Why Advanced Search Skills Are So Critical for Accountants*Why You Need More than Google to Search the Internet*GARP: Generally Accepted Research Principles*Alternatives to Google*Advisory Search*Social Search*Specialty search*Search Engine resources*What's Ahead in Search | |
| 11/6/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CPA to CFO (Webinar) (25WX-3463)25WX-3463 | *The steps necessary to effectively transform a tax or accounting practice into an advisory service*What it means to be a CFO/advisor to small-to-medium sizes businesses*What qualifications are necessary to offer an advisory service*How to find and convert leads and how to price and package services, including combining advisory services with the firm's current offerings | |
| 10/31/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Disrupt to Dominate: Mastering Change Leadership (Webinar) (25WX-3343)25WX-3343 | *The urgency of leading change now and 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 | |
| 10/23/2025 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Walter Haig's AICPA Auditing Standards Update (Webinar) (25WX-3388)25WX-3388 | *AICPA auditing standards issued during the 18-month period prior to the program that impact audits of Small- and Medium- sized entities (SMEs)*The new SAS 145 risk assessment requirements*The new SAS 134 as amended audit reports*How to fulfill responsibility to detect fraud under AU-C Section 240*How to help clients design, implement and maintain their internal controls*Troublesome areas in the audits of Small- and Medium-sized Entities (SMEs) as identified in peer reviews and litigation*How to perform profitable audits of Small- and medium-Sized Entities (SMEs) | |
| 10/27/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Navigating IRS Collections: The Collection Process (Webinar) (25WX-3451)25WX-3451 | *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 | |
| 10/30/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Reasonable Compensation for S Corps (Webinar) (25WX-3253)25WX-3253 | *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 | |
| 10/17/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethics of Recruitment and Selection (Webinar) (25WX-3426)25WX-3426 | *Discussion of ethical and effective recruiting strategies*Selection processes that foster diversity and inclusion*How to increase talent pools to ensure hiring success | |
| 10/29/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Ethical Intelligence for Artificial Intelligence (Webinar) (25WX-3539)25WX-3539 | *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 | |
| 11/4/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Deep Dive Into Common Auditing Deficiencies (Webinar) (25WX-3402)25WX-3402 | *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 | |
| 10/28/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Advanced ChatGPT for Accountants (Webinar) (25WX-3427)25WX-3427 | *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 | |
| 10/29/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Grading Your Auditors: Are You Getting the Most Value? (Webinar) (25WX-3744)25WX-3744 | *Limitations in roles and responsibilities an auditor can accept without impairing independence*Assessing the strength of your auditor's ability to think critically, strategically, and creatively in appropriate circumstances*Evaluating your auditor's time and project management stills*Grading your auditor's communication and interpersonal skills, in exceeding your expectations on an audit | |
| 11/14/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Microsoft Outlook "Must Know" Email Tips (Webinar) (25WX-3273)25WX-3273 | *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 | |
| 10/20/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Annual Update for Governments and Not-for-Profits (Webinar) (25WX-3154)25WX-3154 | *New GASB standards*GASB 100, Accounting Changes and Error Corrections*GASB 101, Compensated Absences*Accounting Standard Updates issued by the FASB*Not-for-Profit Advisory Committee (NAC) and the projects they advise the FASB on*Yellow Book and Single Audit engagements*Changes in the 2024 Compliance Supplement*Changes to the Uniform Guidance*Common deficiencies identified by the federal agencies and peer reviewers | |
| 10/13/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New AI for CPAs: How it Works and How to Apply it (Webinar) (25WX-3113)25WX-3113 | *Fundamentals of machine learning and AI algorithms*How generative AI models like ChatGPT function*Practical examples of generative AI in accounting, finance and tax*Key terminologies and concepts simplified*AI Agents for process automation | |
| 10/9/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New ChatGPT and Advanced Policy Manual Development for Accountants (Webinar) (25WX-3126)25WX-3126 | *Fundamentals of accounting policy manuals in traditional and AI contexts*The PRIME Method framework for AI-assisted policy development*Strategic implementation of AI tools including ChatGPT, Claude, and Copilot .Internal control and risk management policy creation*AI and generative AI usage policies for accounting firms*Sustainability and ESG reporting policy frameworks*Predictive analytics and forecasting policy development*Regulatory compliance considerations in AI-generated policies | |
| 10/10/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Internal Control: Testing for Operating Effectiveness (Webinar) (25WX-3614)25WX-3614 | *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 | |
| 11/7/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Monthly Federal Tax Updates: October 2025 (Webinar) (25WX-3374)25WX-3374 | *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 | |
| 10/27/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Ethics: How to Run Your Business Well (Webinar) (25WX-3654)25WX-3654 | *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" | |
| 11/11/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Synchronize Your Files to the Cloud With SharePoint (Webinar) (25WX-3384)25WX-3384 | *Overview of the OneDrive Sync app functionality*Step-by-step review and demonstration of how to deploy this appInstalling the Sync app on your local devices*Configuring the files and folders to synchronize toy your local device*Manage the locally stored files*Best practice tips for using the Sync app and avoiding common mistakes | |
| 10/27/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Walter Haig's AICPA Auditing Standards Update (Webinar) (25WX-3717)25WX-3717 | *AICPA auditing standards issued during the 18-month period prior to the program that impact audits of Small- and Medium- sized entities (SMEs)*The new SAS 145 risk assessment requirements*The new SAS 134 as amended audit reports*How to fulfill responsibility to detect fraud under AU-C Section 240*How to help clients design, implement and maintain their internal controls*Troublesome areas in the audits of Small- and Medium-sized Entities (SMEs) as identified in peer reviews and litigation*How to perform profitable audits of Small- and medium-Sized Entities (SMEs) | |
| 11/13/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Forensic Accounting: Investigating Divorce Cases (Webinar) (25WX-3776)25WX-3776 | *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 | |
| 11/17/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethics and Technology for CPAs (Webinar) (25WX-3083)25WX-3083 | *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 | |
| 10/8/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Leadershift Ethics: Things Must Change! (Webinar) (25WX-3558)25WX-3558 | *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 | |
| 11/5/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Seeing Beyond the Numbers: Analysis for CFOs and Controllers (Webinar) (25WX-3169)25WX-3169 | *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 | |
| 10/13/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Understanding Internal Control Constructs (Webinar) (25WX-3138)25WX-3138 | *Underlying concepts of internal control*The importance of control measure interdependency | |
| 10/10/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Ethical Management of Conflict (Webinar) (25WX-3245)25WX-3245 | *Professionalism, conflict and ethics*Sources and approaches to conflict*Managing conflict from the inside: Awareness of human tendencies, human emotions, and gossip*Guidelines for managing conflict collaboratively | |
| 10/17/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Navigating IRS Correspondence: Responding to IRS Letters (Webinar) (25WX-3275)25WX-3275 | *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 | |
| 10/20/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Google Gemini AI for Accountants (Webinar) (25WX-3061)25WX-3061 | *Google Gemini Quick Start*Gemini Standalone Chatbot*Mobile App*Gemini integration with: Workspace, Gmail,Docs, Sheets, Slides*User Tips | |
| 10/7/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Creating an Ethical Work Environment (Webinar) (25WX-3769)25WX-3769 | *Ethical values and principles*Human factors impacting ethical choices*Professional and organizational responsibilities in creating an ethical work environment*Tools for ethical decision making | |
| 11/17/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Generative AI Strategy for Accountants (Webinar) (25WX-3090)25WX-3090 | *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 | |
| 10/8/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Accounting for the Gig Economy (Webinar) (25WX-3228)25WX-3228 | *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 | |
| 10/16/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Master the Art of CPA Communication: Boost Your Influence! (Webinar) (25WX-3387)25WX-3387 | *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 | |
| 10/27/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Unlocking Deep Secrets: Case Studies in Financial Analysis (Webinar) (25WX-3366)25WX-3366 | *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 | |
| 10/24/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics Case Studies: Remaining Ethical in the Age of Oversharing (Webinar) (25WX-3759)25WX-3759 | *Risks associated with social media*Sections of the AICPA Code of Professional Conduct that might be violated using social media*Case study discussions | |
| 11/15/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Mastering the Art of Conflict: CPA Transformative Strategies (Webinar) (25WX-3694)25WX-3694 | *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 | |
| 11/12/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| What if Your Client Didn't Take Reasonable Compensation (Webinar) (25WX-3341)25WX-3341 | *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 | |
| 10/23/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Leveraging Marketing Automation for Accounting Firm Growth (Webinar) (25WX-3330)25WX-3330 | *Content - From generating content ideas to SEO research and creating content through its distribution we will look at tools to accomplish these goals efficiently and effectively*Lead Generation - Tools to determine the best offers and get them in front of the appropriate audiences*Lead Nurturing - Once you have a prospective client "raise their hand" virtually or physically, it is critical to design and implement campaigns and other tactics to keep them engaged and move them closer to being a client*We will cover this in-depth during the course*Sales - After you have a prospect ready to get to the next phase of the purchase journey, it is imperative to answer objections, explain the process of working with your firm and then close the sale*These tools will allow you to do this without an entire sales team*Onboarding - Once the prospect becomes a client leverage automation to make onboarding seamless, systematic and simple for your team*Referrals and Reviews - Instead of chasing clients for reviews or case studies, consider baking the ask right into your current or automated processes | |
| 10/23/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Forensic Accounting: Finding Hidden Treasure in Tax Returns (Webinar) (25WX-3136)25WX-3136 | *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 | |
| 10/10/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Retaining Talent in a Competitive Marketplace (Webinar) (25WX-3214)25WX-3214 | *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 | |
| 10/15/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Noble Leadership: An Ethical Approach (Webinar) (25WX-3490)25WX-3490 | *Leadership Definition*Virtue Ethics*Relationship of Virtue Ethics to Leadership*Characteristics of the Noble Leader*Actions to create a culture of respect and dignity | |
| 11/3/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| How Fraud Can Affect Smaller Organizations (Webinar) (25WX-3283)25WX-3283 | *The reasons for fraud*Fraudulent acts that are initiated against smaller organizations*Methods to stop fraud attempts against small businesses | |
| 10/20/2025 | 11:30 a.m. - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New SECURE Act 2.0 and Updates (Webinar) (25WX-3727)25WX-3727 | *Implications for individualsChanges 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*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 | |
| 11/14/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Tactics to Find Work-Life Balance in a Complex World (Webinar) (25WX-3583)25WX-3583 | *How to get more out of one's work*How to achieve greater balance between today's ever more demanding and complex demands of work without losing sight of what is important in daily routines*Example of how to develop and be challenged by your own personal bucket list | |
| 11/6/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New What's Changing in A&A for Governmental Entities (Webinar) (25WX-3649)25WX-3649 | *A look at the GASB standards that are effective this year*GASB 100, Accounting Changes and Error Corrections*GASB 101, Compensated Absences*The impact of the 2024 Compliance Supplement on Single Audits*Changes to the Uniform Guidance*Common deficiencies found in Single Audits | |
| 11/10/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New CPAxPACK Bundle: The Ultimate IRS Guide -- Forms and Collections (Webinar) (25WX-3497)25WX-3497 | *Course 1: Navigating IRS Authorizations: Understanding Power of Attorney (Form 2848) and Tax Information Authorization (Form 8821) | CPE: 2 | Description: Providing a practical overview of the IRS Power of Attorney, Form 2848, and IRS Tax Information Authorization, Form 8821. Participants will explore the differences between these forms, understand when each is required, and how to comply with IRS requirements for representing clients and accessing their tax information. The course will cover practical issues, ethical considerations, and best practices for managing client authorizations through the IRS Centralized Authorization File (CAF) system. *Course 2: Navigating IRS Collections: Overview of Form 433 & Offer in Compromise | CPE: 2 | Description: This course highlights when to use Form 433-A or 433-B, along with documents needed to effectively submit an Offer in Compromise (OIC) or Installments Agreement. Settling tax debts is an important part of the IRS collection process, this course helps guide taxpayer representatives through the process so they may efficiently complete these necessary forms. *Course 3: Navigating IRS Collections: The Collection Process | CPE: 2 | Description: This course is designed for tax professionals seeking to understand and navigate the IRS collection process effectively. Participants will gain in-depth knowledge of the various collection methods employed by the IRS, including liens, levies and wage garnishments. Addition all, participants will learn strategies to avoid or halt collection actions and the implications of the statute of limitations on tax collection. *Course 4: Navigating IRS Correspondence: Effectively Responding to IRS Letters | CPE: 2 | Description: Participants will learn how to interpret the most common IRS correspondence, adhere to response deadlines, and effectively communicate with the IRS to resolve issues and minimize risks. It provides professionals with knowledge and strategies needed to handle the most common notices including audit requests, collections & return inquiries as well as error notices. Focusing on best practices to ensure compliance and avoiding penalties or escalation. | |
| 11/3/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Forensic Accounting: Investigating Divorce Cases (Webinar) (25WX-3517)25WX-3517 | *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 | |
| 11/3/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| More Money: Strategic Ways to Improve Cash Flow (Webinar) (25WX-3394)25WX-3394 | *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 | |
| 10/27/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Love it or Leave it: Engagement and Retention at Work (Webinar) (25WX-3089)25WX-3089 | *Ethical values and engagement and retention*Enhancing employee engagement*Strategic/intentional actions to enhance retention*Generation X | |
| 10/8/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 1 Ethics |
| New Behind the Curtain: Exploring IRS Audit Technique Guides (Webinar) (25WX-3502)25WX-3502 | *Overview of ATGs*Best practices for utilizing ATGs*Salient provisions of selected ATGs*Insights auditors may obtain from analytical procedures*Nuances associated with selected industries | |
| 11/3/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Understanding Internal Control Constructs (Webinar) (25WX-3646)25WX-3646 | *Underlying concepts of internal control*The importance of control measure interdependency | |
| 11/10/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Retirement Planning: Next Stage for You or Your Client (Webinar) (25WX-3073)25WX-3073 | *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 | |
| 10/8/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New ChatGPT Vision for Financial Analysis (Webinar) (25WX-3284)25WX-3284 | *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 | |
| 10/21/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New ChatGPT Vision for Financial Analysis (Webinar) (25WX-3762)25WX-3762 | *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 | |
| 11/17/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethical Performance Management (Webinar) (25WX-3659)25WX-3659 | *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 | |
| 11/11/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| ChatGPT and Complex Financial and HR Conversations (Webinar) (25WX-3318)25WX-3318 | *Budget Allocation and Negotiation Techniques*Compensation and Benefits Structuring*Managing Financial Performance and Layoffs*Financial and HR Aspects of Mergers and Acquisitions*Regulatory Compliance and Ethical Financial Practices*Strategies for Financial Crisis Management*Effective Performance Management Systems | |
| 10/22/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How to Double Your Firm's Revenue Through CFO and Advisory (Webinar) (25WX-3300)25WX-3300 | *The average revenue of most accounting firms*The number of advisory clients you'll need to double your firm's revenue*How much you should be charging for advisory services*How we define CFO and advisory services*What business owners really want from their advisor*The three types of CFO/Advisory firms*How to get clients to pay you approximately $2,500 per month for advisory services*The three systems you'll need to add a CFO/Advisory service to your firm | |
| 10/21/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 1040 Tax Prep Automation with AI Tools (Webinar) (25WX-3773)25WX-3773 | *Overview of AI technology and how it works8Identify where AI can be incorporated into the 1040 process*Using ChatGPT and Microsoft 365 Copilot for 1040 tax research, analysis and communications*Using StanfordTax AI based software to automate client source document collection and organization and integrate it with the leading 1040 tax software solutions including CCH Axcess, CCH ProSystem fx, UltraTax, Lacerte, ProSeries and Drake*A roadmap for using AI to improve client communications and 1040 based advisory services | |
| 11/17/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Coaching the Next Generation of CPAs (Webinar) (25WX-3132)25WX-3132 | *Building a high-performing team comprised of multi-generational workers*How to effectively communicate with the millennial worker*Leveraging younger staff in business development opportunities*Measuring the productivity of a millennial workforce | |
| 10/10/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New What's Behind the Data? (Webinar) (25WX-3401)25WX-3401 | *Ways in which data and information can be misleading*Common pitfalls when encountering data*How to re-evaluate the data to avoid those pitfalls | |
| 10/28/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| PPP Fraud and Financial Professionals (Webinar) (25WX-3629)25WX-3629 | *Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 11/10/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| PCAOB and SEC Update (Webinar) (25WX-3721)25WX-3721 | *Developments at the PCAOB*Recent trends in SEC comment letters*Enforcement actions and administrative proceedings*Conclusions and predictions for the future | |
| 11/13/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Generative AI in Practice: Boost Efficiency and Profitability (Webinar) (25WX-3180)25WX-3180 | *Implementing AI for accounting automation*Enhancing auditing processes with AI tools*AI applications in tax compliance*Leveraging AI for business advisory services | |
| 10/14/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New LLCs and S Corporations: A Comparative Analysis (Webinar) (25WX-3294)25WX-3294 | *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 | |
| 10/21/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| How SAS Nos. 134-145 Improve Risk-Based Audits (Webinar) (25WX-3437)25WX-3437 | *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 | |
| 10/29/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Forensic Accounting: Finding Hidden Treasure in Tax Returns (Webinar) (25WX-3092)25WX-3092 | *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 | |
| 10/8/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New The Ethics of Teamwork (Webinar) (25WX-3579)25WX-3579 | *Virtue ethics*Team dynamics*Characteristics of highly effective teams*Meeting management*Team communication*Decision making | |
| 11/6/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Clean, Transform and Load Data in Power BI (Webinar) (25WX-3584)25WX-3584 | *Introduction to Power Query in Power BI: Understanding the interface and basic functionalities*Data Cleaning Techniques: Removing duplicates, handling null values, and data type conversions*Data Transformation: Advanced methods for manipulating data, including pivoting, merging, and appending queries*Data Loading: Efficiently loading data into the Power BI data model*Document the Process Steps: Setting up details for each step in the process so you can document what is happening and why | |
| 11/6/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Compilation, Preparation and Review Basics and Peer Reviews (Webinar) (25WX-3608)25WX-3608 | *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 | |
| 11/7/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: How to Give and Receive Criticism the Right Way (Webinar) (25WX-3376)25WX-3376 | *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 | |
| 10/27/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Accounting and Disclosure Issues After a Natural Disaster (Webinar) (25WX-3099)25WX-3099 | *Current and noncurrent asset impairment*Insurance claims and related recoveries*Debt and liquidity issues*Government assistance and relief*Subsequent Events*Lease modifcations*Other matters | |
| 10/9/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AI Revolution: The Big Picture for CPAs (Webinar) (25WX-3357)25WX-3357 | *Overview of AI and its evolution in business*Deep dive into generative AI and its applications*Impact of AI on accounting, tax and finance sectors*Future trends and opportunities for CPAs*Preparing for the AI-driven business environment | |
| 10/24/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Advanced Cybersecurity: Beyond the Basics (Webinar) (25WX-3598)25WX-3598 | *Understanding cyber threats and risks in finance*Cybersecurity frameworks and best practices for financial professionals*Financial data security and encryption techniques*Cybersecurity auditing and forensic investigations*Emerging technologies and trends in financial cybersecurity*Leadership and governance in cybersecurity for financial executives | |
| 11/7/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| What if Your Client Didn't Take Reasonable Compensation (Webinar) (25WX-3609)25WX-3609 | *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 | |
| 11/7/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| S Corporations: Calculating Shareholder Basis (Webinar) (25WX-3166)25WX-3166 | *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 | |
| 10/13/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Determining Reasonable Compensation for Owner Employees (Webinar) (25WX-3163)25WX-3163 | *An analytical framework for analyzing and opining on reasonable replacement compensation for owner-employees of closely held businesses and professional practices in the context of tax planning, compliance, management consulting and business appraisal assignments*Executive compensation components, including the valuation of non-qualified plans and restricted stock units | |
| 10/13/2025 | 10:30 a.m. - 12:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Talk This Way: Communication Skills for the CPA (Webinar) (25WX-3947)25WX-3947 | *Pervasive best practices for effective communication*Specific strategies for written materials*Unique considerations for verbal presentations*The importance of recursive revision*Tips for success*Pitfalls to avoid | |
| 11/26/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethical Considerations in Working with Cannabis (Webinar) (25WX-3118)25WX-3118 | *Framework for assessing the propriety of offering services within the state legal, regulated cannabis industry*Assist in identifying key stakeholders to be considered in conjunction to providing cannabis industry services, including:partners, staff, clients*Banking relationships*Malpractice insurance | |
| 10/10/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Build a Data Model for Analysis in Power BI (Webinar) (25WX-3566)25WX-3566 | *Data Modeling Essentials: Understanding the core concepts of data modeling in Power BI, including integration of various data sources*Building Relationships: Techniques to establish and manage relationships between different data sets*Calculated Columns and Basic DAX Measures: Introduction to DAX (Data Analysis Expressions) and its application in creating calculated columns and basic measures*Calculated Columns vs Measures: Insights into when to use calculated columns and when to opt for measures*Explicit vs Implicit Measures: Understanding the difference and appropriate application of explicit and implicit measures in data analysis*Hierarchies in Data: Creating and utilizing hierarchies to enhance data analysis and reporting*Using Pivot Tables to Validate Measures: Practical skills in using pivot tables within Power BI to validate and refine measures | |
| 11/5/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Exercise Your Ethics: Techniques to Improve Ethical Response (Webinar) (25WX-3766)25WX-3766 | *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 | |
| 11/17/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Leadershift: Drive Results Through Ethical Performance Management (Webinar) (25WX-3170)25WX-3170 | *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 | |
| 10/13/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| The Ethics of Self-Esteem For Women (Webinar) (25WX-3133)25WX-3133 | *Self-Esteem: What is it?*Belief systems*Benefits of high delf rsteem*Minimizing traps of low self esteem*Components of high self esteem | |
| 10/10/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| The Role of Internal Control in the Risk-Based Audit (Webinar) (25WX-3191)25WX-3191 | *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 | |
| 10/14/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New CFO and Controller Critical Skills: Budgeting and Forecasting (Webinar) (25WX-3691)25WX-3691 | *Overview of budgeting tools*Overview of difference between budgeting and forecasting*Examples of various budgeting and forecasting techniques | |
| 11/12/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Microsoft 365 Application Lightning Round Review (Webinar) (25WX-3758)25WX-3758 | *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 365SharePoint / 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 | |
| 11/15/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Get started with Power BI (Webinar) (25WX-3364)25WX-3364 | *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 | |
| 10/24/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Governmental GAAP Update: Navigating GASB Standards (Webinar) (25WX-3334)25WX-3334 | *New GASB standards: GASB 100, Accounting Changes and Error Corrections*GASB 101, Compensated Absences*Practical case studies | |
| 10/23/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| More Money: Strategic Ways to Improve Cash Flow (Webinar) (25WX-3557)25WX-3557 | *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 | |
| 11/5/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Understanding the New Forms K-2 and K-3 (Webinar) (25WX-3054)25WX-3054 | *Introduction to Schedules K-2 and K-3*Review the filing requirements*Discuss the different parts of the schedules and what needs to be included | |
| 10/7/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New A&A Update With Technology Implementation (Webinar) (25WX-3059)25WX-3059 | *Deep dive into the Accounting Standards Updates (ASUs) effective in 2025*Insights from the FAF's 2024 PCC Review*Overview of FASB's Invitation to Comment - Agenda Consultation*The essential changes in quality management standards that firms must implement by the end of 2025*Common deficiencies identified by the DOL in EBP (Employee Benefit Plan) engagements and provide a peek at upcoming projects from the Auditing Standards Board (ASB) | |
| 10/7/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| I Spy with My Little Eye...an Illegality (Webinar) (25WX-3494)25WX-3494 | *Are Accountants the Conscience of Business?*Today's Ethical Duty of Confidentiality*IESBA NOCLAR Pronouncement*Where We Go from Here (No Clarity?)*Case Discussion and Analysis*Conclusion | |
| 11/3/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| New Master the Art of CPA Communication: Boost Your Influence! (Webinar) (25WX-3372)25WX-3372 | *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 | |
| 10/24/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Avoiding the Most Misapplied Audit Concepts (Webinar) (25WX-3780)25WX-3780 | *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 | |
| 11/17/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New CPAxPACK Bundle: Unlocking AI Potential for Business Innovation (Webinar) (25WX-3512)25WX-3512 | *Course 1: Implementing an AI-Enabled Marketing Strategy for Your Firm | CPE: 1 | Field of Study: Communications and Marketing | Description: Unlock the power of artificial intelligence to transform your firm's marketing strategy. This course will explore how AI can revolutionize your marketing efforts, helping you to reach your target audience more effectively and boost your firm's growth. In this session, Gaynor Meilke will guide you through the steps to implement an AI-enabled marketing strategy tailored to your firm's needs. Key Takeaways: Understand the fundamental principles of AI and its applications in marketing. Learn how to leverage AI tools and technologies to enhance your marketing campaigns. Discover practical strategies for integrating AI into your firm's marketing workflow. Gain insights into measuring the effectiveness of your AI-driven marketing efforts. Explore real-life case studies and success stories of firms that have successfully implemented AI in their marketing strategies. By the end of this course, you will be equipped with the knowledge and tools to harness the power of AI, streamline your marketing processes, and achieve remarkable results for your firm. Don't miss this opportunity to stay ahead of the competition and lead your firm to new heights with AI-enabled marketing. *Course 2: Generative AI in Practice-Boost Efficiency and Profitability | CPE: 2 | Field of Study: Information Technology | Description: Unlock the potential of generative AI to streamline accounting, auditing, tax , and advisory services. This course focuses on practical applications that can save you time and enhance profitability. Learn how to integrate AI tools into your workflows to automate tasks, improve accuracy, and deliver higher-value services. *Course 3: Using AI to Instantly Transform Ideas into Revenue Streams | CPE: 2 | Field of Study: Information Technology | Description: Learn practical strategies to increase revenue generation using AI-driven ideation methods. This course provides a concise overview of cutting-edge artificial intelligence tools and methodologies that enable professionals to transform innovative ideas into sustainable revenue streams. Through a practical, hands-on approach, participants will explore various AI platforms and workflows that streamline the process of creating digital assets, content, and products. The course emphasizes real-world applications and demonstrates how to leverage AI technology to diversify service offerings and generate new income sources. *Course 4: AI Privacy, Security, and Compliance Masterclass | CPE: 2 | Field of Study: Information Technology | Description: In today's rapidly evolving digital landscape, understanding the interplay between generative AI and data protection is not just an asset, but a necessity. This transformative course is designed to delve deep into the crucial privacy, security, and compliance aspects of working with Generative AI (GenAI) technologies. As accountants increasingly integrate AI tools into their workflows, the stakes for safeguarding sensitive information and ensuring ethical AI practices have never been higher. Our masterclass is tailored to meet the unique needs of modern accountants, providing a thorough and practical exploration of how to navigate the complexities of secure data sharing with GPT models, implement robust AI policies, and master the intricacies of AI copyright compliance. With a focus on real-world applications and emerging threats, such as deepfakes and their implications for fraud and misinformation, this course is your gateway to becoming a trusted expert in the field. Join us to future-proof your career and lead with confidence in the digital age. *Course 5: Tech It to the Next Level: Slim Your Team for Max Efficiency | CPE: 1 | Field of Study: Computer Software & Applications | Description: Ready to slim down your team and maximize efficiency without sacrificing quality? This session breaks down how to leverage tech and automation to fill workflow gaps, build a strong tech stack, and connect tools seamlessly. Learn how one proven tech stack replaced more than half a traditional team while improving client satisfaction and reducing overhead. Walk away with practical steps to streamline operations, automate repetitive tasks, and focus your resources on what really matters. Attendees will gain practical insights into streamlining operations, automating repetitive tasks, and focusing resources on high-value activities. The session also includes an exclusive look at a proven tech stack used to replace over half a traditional team, offering actionable steps to create a leaner, tech-driven, scalable firm. Perfect for firm owners ready to rethink staffing, reduce overhead, and embrace the future of accounting efficiency. *Course 6: Unlock the Power of AI with Copilot in Excel | CPE: 2 | Field of Study: Computer Software & Applications | Description: In the ever-evolving world of data analytics and business intelligence, Microsoft Excel continues to be an indispensable tool for professionals across industries. With the introduction of Copilot, Microsoft has integrated the power of artificial intelligence directly into Excel, revolutionizing how users work with data. This 2-hour interactive course, Unlock the Power of AI with Copilot in Excel, provides a comprehensive overview of how Copilot transforms traditional Excel workflows into dynamic, AI-driven processes, enabling users to accomplish tasks faster, more accurately, and with less manual effort. During this course, you'll discover how Copilot leverages AI to enhance productivity and streamline operations. Whether you're a seasoned Excel user or just beginning your journey, this course will guide you through practical applications and best practices to make the most of Copilot's capabilities. Through hands-on demonstrations and real-world examples, you'll see how Copilot can save time, improve decision-making, and elevate your analytical skills to new heights. This course not only focuses on the technical aspects of Copilot but also highlights its potential to transform your day-to-day work, from automating repetitive tasks to uncovering trends and insights you might otherwise overlook. By the end of the session, you'll be equipped with the knowledge and confidence to integrate Copilot into your workflows and unlock its full potential in Microsoft Excel. | |
| 11/3/2025 | 8 a.m. - 4 p.m. | Online | 10 CPE (6 tech, 4 non-tech) | |
| Coping With the Growth of Online Fraud (Webinar) (25WX-3349)25WX-3349 | *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 | |
| 10/23/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Retirement Planning: Next Stage for You or Your Client (Webinar) (25WX-3544)25WX-3544 | *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 | |
| 11/5/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Al Capone to Cybercrime: The Journey of IRS Special Agents (Webinar) (25WX-3282)25WX-3282 | *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 | |
| 10/20/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Forensic Accounting: Court Approved Methods of Proof (Webinar) (25WX-3305)25WX-3305 | *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 | |
| 10/21/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Yellow Book Update (Webinar) (25WX-3125)25WX-3125 | *Yellow Book engagements*Independence requirements in GAGAS*Quality management in Yellow Book*Common deficiencies found in Yellow Book engagements | |
| 10/10/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Todd and Julie Chrisley Go to Prison (Webinar) (25WX-3548)25WX-3548 | *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 | |
| 11/5/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Best Practices: Conducting Meaningful Walkthroughs (Webinar) (25WX-3612)25WX-3612 | *Review of audit procedures*Documentation requirements*Real world examples of red flags that may arise | |
| 11/7/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New What's Behind the Data? (Webinar) (25WX-3241)25WX-3241 | *Ways in which data and information can be misleading*Common pitfalls when encountering data*How to re-evaluate the data to avoid those pitfalls | |
| 10/17/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How Changes in Business Methods Affects Internal Control (Webinar) (25WX-3095)25WX-3095 | *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 | |
| 10/9/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Ethics: How to Run Your Business Well (Webinar) (25WX-3201)25WX-3201 | *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" | |
| 10/15/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Forensic Accounting: Court Approved Methods of Proof (Webinar) (25WX-3159)25WX-3159 | *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 | |
| 10/13/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New How to Build a Custom AI Chatbot and GPT in Plain English (Webinar) (25WX-3413)25WX-3413 | *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 | |
| 10/28/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Role of Internal Control in the Risk-Based Audit (Webinar) (25WX-3651)25WX-3651 | *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 | |
| 11/11/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Will Your Ethics Be Burned by Burnout? (Webinar) (25WX-3481)25WX-3481 | *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 | |
| 10/31/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Internal Control Changes for Remote Workers (Webinar) (25WX-3146)25WX-3146 | *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 | |
| 10/11/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Accounting for the Gig Economy (Webinar) (25WX-3735)25WX-3735 | *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 | |
| 11/14/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Risk Assessment Under SAS No. 145: The Key to Audit Quality? (Webinar) (25WX-3385)25WX-3385 | *New concepts due to the issuance of SAS No. 145*Revised requirement to separately assess inherent risk and control risk*A new definition of significant risk*New emphasis on IT controls and risk of material misstatement*New guidance on maintaining professional skepticism*Revised requirements to evaluate the design of certain controls*Revised requirements regarding audit documentation*New guidance on scalability | |
| 10/27/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Adobe Acrobat Tips for Working with PDF Files (Webinar) (25WX-3226)25WX-3226 | *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 | |
| 10/16/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Create Measures in Power BI That Define Your Metrics (Webinar) (25WX-3754)25WX-3754 | *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 | |
| 11/15/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Governmental GAAP Update: Navigating GASB Standards (Webinar) (25WX-3079)25WX-3079 | *New GASB standards: GASB 100, Accounting Changes and Error Corrections*GASB 101, Compensated Absences*Practical case studies | |
| 10/8/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Fraud, Controls and Ethics: Best Practices and Case Studies (Webinar) (25WX-3326)25WX-3326 | *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 | |
| 10/22/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
| The 10 Must Know Excel Features (Webinar) (25WX-3742)25WX-3742 | *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 | |
| 11/14/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Mastering Microsoft 365 Copilot for CPAs (Webinar) (25WX-3531)25WX-3531 | *Overview of Microsoft 365 Copilot features*Automating tasks with AI assistance*Enhancing content creation and data analysis*Collaboration tools powered by AI*Best practices for maximizing Copilot's benefits | |
| 11/4/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Hot Topics Audit and Attest Update (Webinar) (25WX-3621)25WX-3621 | *Recent quality improvements to the SASs and SSARs*Other matters that should be on your radar | |
| 11/8/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Al Capone to Cybercrime: The Journey of IRS Special Agents (Webinar) (25WX-3114)25WX-3114 | *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 | |
| 10/9/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Common Financial Statement Disclosures (Webinar) (25WX-3620)25WX-3620 | *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 | |
| 11/8/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CFO and Controller Critical Skills: Budgeting and Forecasting (Webinar) (25WX-3455)25WX-3455 | *Overview of budgeting tools*Overview of difference between budgeting and forecasting*Examples of various budgeting and forecasting techniques | |
| 10/30/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Side-Hustle CFO (Webinar) (25WX-3310)25WX-3310 | *The systems you need to start your own advisory service*Information on how to package, price and market your business*Transforming accounting knowledge into expertise you can sell | |
| 10/22/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Donating Cryptocurrency and Avoiding Traps for the Unwary (Webinar) (25WX-3309)25WX-3309 | *Intro to digital assets*Differences between cryptocurrency and non-fungible tokens (NFTs)*IRS Notice 2014-12*Tax implications of contributing digital assets*Gift tax rules for donating, gifting or bequeathing cryptocurrency and NFTs*Substantiating charitable contributions of digital assets*Traps for the unwary | |
| 10/22/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AI for CPAs: How it Works and How to Apply it (Webinar) (25WX-3675)25WX-3675 | *Fundamentals of machine learning and AI algorithms*How generative AI models like ChatGPT function*Practical examples of generative AI in accounting, finance and tax*Key terminologies and concepts simplified*AI Agents for process automation | |
| 11/11/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Guide Strategy, Attract Investments with Financial Forecasts (Webinar) (25WX-3435)25WX-3435 | *Introduction to Financial Statement Forecasting*Overview of the importance and benefits of forecasting for strategic planning and investment attraction*The Forecasting Process: Steps to project future income, expenses, and resources using historical data and market trends*Analyzing Historical Data: Methods for leveraging past financial data to inform future projections*Incorporating Market Trends: How to integrate market insights into financial forecasts*Forecasting Profitability: Techniques for predicting future earnings and their implications for budgeting, cash flow management, and investment planning*Forecasting the Balance Sheet: Approaches for predicting future financial positions, including growth potential, solvency, and capital structure | |
| 10/29/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Implementing an AI-Enabled Marketing Strategy for Your Firm (Webinar) (25WX-3390)25WX-3390 | *Module 1: Introduction to AI in Marketing The Basics of AI -- Concepts and Terminology*Module 2: Leveraging AI Tools and Technologies Overview of AI Tools for Marketing*Module 3: Practical Strategies for AI Integration Integrating AI into Your Marketing Workflow*Module 4: Measuring AI-Driven Marketing Effectiveness Key Metrics for Assessing AI-Driven Campaigns*Module 5: Real-Life Case Studies and Success Stories Case Studies of Firms Successfully Using AI in Marketing*Module 6: Developing Your AI-Enabled Marketing Strategy Creating a Custom AI Marketing Strategy | |
| 10/27/2025 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Master the Art of CPA Communication: Boost Your Influence! (Webinar) (25WX-3650)25WX-3650 | *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 | |
| 11/10/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Yellow Book Update (Webinar) (25WX-3317)25WX-3317 | *Yellow Book engagements*Independence requirements in GAGAS*Quality management in Yellow Book*Common deficiencies found in Yellow Book engagements | |
| 10/22/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Monthly Federal Tax Updates: November 2025 (Webinar) (25WX-3763)25WX-3763 | *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 | |
| 11/17/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Lessons on Fraud Prevention from Sam Bankman-Fried's Crypto (Webinar) (25WX-3194)25WX-3194 | *What starts a government investigation for white-collar crime?*What is an indictment?*What is extradition?*What are pre-trial proceedings?*What is a mitigation strategy?*What is a plea agreement?*What is discovery in a criminal case?*What factors influence a sentence in a white-collar crime?*What collateral consequences follow for people convicted of business-related crime? | |
| 10/15/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New AI Privacy, Security and Compliance Masterclass (Webinar) (25WX-3698)25WX-3698 | *Introduction: What is AI Security, Privacy and Compliance (AISPC)?*Why AI Security, Privacy and Compliance (AISPC) is Increasingly Important for Accountants*AISPC Policy Best Practices*Key Tactical Questions for Addressing Data Security and Privacy*OpenAI and Compliance with Government Regulations*OpenAI and Two-Factor Authentication*Other OpenAI Security, Privacy and Compliance Considerations*Best Practices for Secure Data Sharing with GPT*How to Create a GenAI and ChatGPT Usage Policy for Your Operations*General AI Policy Do's and Don'ts*AI Copyright Compliance & Protection Guide*Deepfakes and Synthetic Media: A New Frontier for Fraud and Misinformation*From Financial Oversight to AI Governance: The Sarbanes-Oxley Legacy and Accountants' New Frontier in AI Security, Privacy, Compliance and Ethics*Key Takeaways | |
| 11/12/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Walter Haig's GAAP for SMEs, Tax and Cash Frameworks Update (Webinar) (25WX-3761)25WX-3761 | *Amendments to the U.S. Accounting Standards Codification (i.e. - U.S. GAAP) issued during the 18-month period prior to the program that impact SMEs*Update and review of the tax and cash special purpose frameworks*Update and review of the AICPA Financial Reporting Framework for SMEs*Update on common errors and deficiencies as identified in financial statements as identified in peer reviews and in litigation | |
| 11/17/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Using AI to Instantly Transform Ideas into Revenue Streams (Webinar) (25WX-3337)25WX-3337 | *AI-powered ideation and opportunity identification techniques*Digital asset creation workflows using generative AI tools*Audio and video content generation using AI avatars and synthesis*E-commerce integration and product development strategies*AI-driven presentation and visual content creation*Social media content optimization and distribution*Multi-format content transformation (articles, songs, comics, storyboards) | |
| 10/23/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accounting for and Auditing Cryptocurrency and Digital Assets (Webinar) (25WX-3287)25WX-3287 | *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 | |
| 10/21/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Analyzing Financial Statements (Webinar) (25WX-3467)25WX-3467 | *Balance sheet analysis*Income statement analysis*Cash flow statement analysis*Clues in the notes and MD&A*Industry nuances | |
| 10/31/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| What You Can Learn From the Statement of Cash Flows (Webinar) (25WX-3441)25WX-3441 | *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 | |
| 10/30/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Ethical AI Practices for CPAs: Ensuring Responsible Use (Webinar) (25WX-3428)25WX-3428 | *Understanding ethical implications of AI*Data privacy and security considerations*Compliance with regulations and professional standards*Developing ethical AI policies and procedures | |
| 10/29/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New How to Build a Custom AI Chatbot and GPT in Plain English (Webinar) (25WX-3745)25WX-3745 | *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 | |
| 11/14/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Complete Guide to Analyze Data with Excel PivotTables (Webinar) (25WX-3523)25WX-3523 | *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 | |
| 11/4/2025 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Technology Trends Update for CPAs With John Higgins (Webinar) (25WX-3782)25WX-3782 | *Role of cloud computing as the foundation for all tech trends*Big data and data analytics the new frontier for CPAs*Workflow automation with RPA, ML and AI with a focus on ChatGPT*Blockchain technology, the revolutionary data storage model*Cryptocurrency 15 years later, an update on the market and technology*Metaverse - what's it all about*Cloud based financial and ERP software market update | |
| 11/17/2025 | 10:30 a.m. - 2:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The 10 Must Know Excel Features (Webinar) (25WX-3255)25WX-3255 | *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 | |
| 10/17/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Partnership/LLC Taxation: Tax Basis Capital Accounts (Webinar) (25WX-3243)25WX-3243 | *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 | |
| 10/17/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Leveraging ChatGPT for Innovative Business Advisory Services (Webinar) (25WX-3604)25WX-3604 | *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 | |
| 11/7/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| You Don't Know What You Don't Know About Microsoft Excel (Webinar) (25WX-3433)25WX-3433 | *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*Note: 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. | |
| 10/29/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| New Ethics and Civility in the Workplace (Webinar) (25WX-3268)25WX-3268 | *What is civility and how it is tied to the bottom line?*Principles of Civility*Giving the Benefit of the Doubt*Inclusivity*Communication*Review of ethical values and principles with an emphasis on: Respect, courage, compassion, honor, and accountability | |
| 10/20/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| The Role of Internal Control in the Risk-Based Audit (Webinar) (25WX-3216)25WX-3216 | *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 | |
| 10/16/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Mastering Partnership Basis: Inside and Outside Basis (Webinar) (25WX-3633)25WX-3633 | *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 | |
| 11/10/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Walter Haig's Personal Financial Health Checkup (Webinar) (25WX-3589)25WX-3589 | *Preparing a personal financial statement following U.S. GAAP*Recasting U.S. GAAP personal financial statements into powerful management tools*Identifying key financial factors that must be managed in order to achieve financial self-sufficiency*Key personal planning documents including HIPAA Medical Disclosure Document, Living Will, Medical Durable Power of Attorneys, and Letter of Instruction at Death*How to create "goal" statements that achieve results | |
| 11/6/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Navigating IRS Collections: The Collection Process (Webinar) (25WX-3207)25WX-3207 | *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 | |
| 10/15/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Self-Rental Real Estate: Passive Activity and Section 199A (Webinar) (25WX-3760)25WX-3760 | *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 | |
| 11/15/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New A&A Update With Technology Implementation (Webinar) (25WX-3567)25WX-3567 | *Deep dive into the Accounting Standards Updates (ASUs) effective in 2025*Insights from the FAF's 2024 PCC Review*Overview of FASB's Invitation to Comment - Agenda Consultation*The essential changes in quality management standards that firms must implement by the end of 2025*Common deficiencies identified by the DOL in EBP (Employee Benefit Plan) engagements and provide a peek at upcoming projects from the Auditing Standards Board (ASB) | |
| 11/5/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Hot Topics Accounting Update (Webinar) (25WX-3076)25WX-3076 | *New accounting standards*The impact on Financial Reporting*Hot topics in financial reporting*Current and emerging US GAAP requirements | |
| 10/8/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics Based Leadership for Women (Webinar) (25WX-3506)25WX-3506 | *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 | |
| 11/3/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Partnership Tax Updates (Webinar) (25WX-3139)25WX-3139 | *Court decisions covering partnership issues such as TEFRA, Statute of Limitations, Economic Substance, and Sec. 754 Elections*IRS procedural updates on passthrough entities*New developments on conservation easements | |
| 10/11/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AI FAQs for Accountants (Webinar) (25WX-3687)25WX-3687 | *Fundamentals of AI and how it differs from traditional accounting software*Generative AI, AI agents, and embedded AI applications in accounting*AI-powered automation for routine accounting tasks and workflows*Data security and privacy considerations in digital accounting environments*Strategies for maintaining client relationships while embracing automation*Future trends including frontier AI models and embodied AI (robotics)*Practical implementation of AI tools in accounting practice management | |
| 11/12/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Create Visuals in Power BI to Successfully Analyze Data (Webinar) (25WX-3619)25WX-3619 | *Tour of the Power BI Desktop Interface: Understand the layout, tools, and features of Power BI Desktop*Tour of PowerBI.com Interface: Familiarize with the online environment of Power BI for report creation*Importing Power Pivot Data Model: Understand how to integrate Power Pivot models into Power BI for more complex data analysis*Building Visuals: Learn the step-by-step process to create compelling visuals and understand the importance of visual context in data storytelling*Review of Available Visuals: Explore the variety of visuals available in Power BI and their appropriate applications*Power BI Desktop Features: Delve into the advanced features of Power BI Desktop, enhancing data manipulation and visualization capabilities*Building Interactivity into Visuals: Learn to create dynamic and interactive reports that engage and inform*Publishing Reports to PowerBI.com: Gain skills in uploading and managing reports on PowerBI.com for wider access and collaboration | |
| 11/8/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Fraud Busters: Controls to Prevent and Detect Fraud (Webinar) (25WX-3420)25WX-3420 | *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 | |
| 10/29/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CFO Series: Recognizing Lies -- How to Detect and Prevent (Webinar) (25WX-3736)25WX-3736 | *Lies abound*Why it is so difficult to call out a liar?*How do lies devastate?*Why do we despise lies?*What sets apart liars?*Deciphering the signals that indicate dishonesty*How does short-term thinking leads to lies and uncovering lies?*Analyzing the cues*Differentiating concerns and guilt*The deception paradox*What makes a great lie so great?*Proven processes to uncover lies | |
| 11/14/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Talk This Way: Communication Skills for the CPA (Webinar) (25WX-3375)25WX-3375 | *Pervasive best practices for effective communication*Specific strategies for written materials*Unique considerations for verbal presentations*The importance of recursive revision*Tips for success*Pitfalls to avoid | |
| 10/27/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Implementing and Maintaining an Internal Control System (Webinar) (25WX-3411)25WX-3411 | *Control creation and implementation basics*Implementation and update procedures for an Internal Control system*Maintaining existing internal controls | |
| 10/28/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Business Tax Update: Recent Developments (Webinar) (25WX-3461)25WX-3461 | *2024/25 legislation impacting business taxpayers*Extenders legislation update*Meals and entertainment expense reporting*Partnership and S corporation updateIncome and deductions | |
| 10/30/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Compilation, Preparation and Review Basics and Peer Reviews (Webinar) (25WX-3230)25WX-3230 | *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 | |
| 10/16/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Internal Control Changes for Remote Workers (Webinar) (25WX-3298)25WX-3298 | *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 | |
| 10/21/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How Fraud Can Affect Smaller Organizations (Webinar) (25WX-3716)25WX-3716 | *The reasons for fraud*Fraudulent acts that are initiated against smaller organizations*Methods to stop fraud attempts against small businesses | |
| 11/13/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Build Better Budgets: Fundamental Techniques (Webinar) (25WX-3728)25WX-3728 | *Advantages of budgeting*The role of budgeting*Master budgeting*Flexible budgeting*Standards and variances*Capital budgeting | |
| 11/14/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Forensic Accounting: Crafting Expert Reports (Webinar) (25WX-3452)25WX-3452 | *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 | |
| 10/30/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| New Accounting and Disclosure Issues After a Natural Disaster (Webinar) (25WX-3599)25WX-3599 | *Current and noncurrent asset impairment*Insurance claims and related recoveries*Debt and liquidity issues*Government assistance and relief*Subsequent Events*Lease modifcations*Other matters | |
| 11/7/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Leadership Skills of Tomorrow: Delegate and Listen (Webinar) (25WX-3229)25WX-3229 | *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 | |
| 10/16/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Criminal Tax: How CPAs Bring Value to Defense Attorneys (Webinar) (25WX-3414)25WX-3414 | *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 | |
| 10/28/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Beyond the Numbers: Success Strategies for Female CPAs (Webinar) (25WX-3456)25WX-3456 | *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 | |
| 10/30/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| About the TIGTA: Who Watches the IRS? (Webinar) (25WX-3224)25WX-3224 | *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 | |
| 10/16/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New SEC Case Studies: Ethical Dilemmas in Finance and Accounting (Webinar) (25WX-3779)25WX-3779 | *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 | |
| 11/17/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Implementing an AI-Enabled Marketing Strategy for Your Firm (Webinar) (25WX-3670)25WX-3670 | *Module 1: Introduction to AI in Marketing The Basics of AI -- Concepts and Terminology*Module 2: Leveraging AI Tools and Technologies Overview of AI Tools for Marketing*Module 3: Practical Strategies for AI Integration Integrating AI into Your Marketing Workflow*Module 4: Measuring AI-Driven Marketing Effectiveness Key Metrics for Assessing AI-Driven Campaigns*Module 5: Real-Life Case Studies and Success Stories Case Studies of Firms Successfully Using AI in Marketing*Module 6: Developing Your AI-Enabled Marketing Strategy Creating a Custom AI Marketing Strategy | |
| 11/11/2025 | 11:30 a.m. - 12:30 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Cultural Transformation (Webinar) (25WX-3453)25WX-3453 | *What is culture*Why culture matters*A process to change your organization's culture | |
| 10/30/2025 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Yellow Book Ethics (Webinar) (25WX-3574)25WX-3574 | *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 | |
| 11/6/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Money Laundering Awareness for Accountants (Webinar) (25WX-3561)25WX-3561 | *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 | |
| 11/5/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Lessons on Fraud Prevention from Sam Bankman-Fried's Crypto (Webinar) (25WX-3440)25WX-3440 | *What starts a government investigation for white-collar crime?*What is an indictment?*What is extradition?*What are pre-trial proceedings?*What is a mitigation strategy?*What is a plea agreement?*What is discovery in a criminal case?*What factors influence a sentence in a white-collar crime?*What collateral consequences follow for people convicted of business-related crime? | |
| 10/30/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Mastering Microsoft 365 Copilot for CPAs (Webinar) (25WX-3271)25WX-3271 | *Overview of Microsoft 365 Copilot features*Automating tasks with AI assistance*Enhancing content creation and data analysis*Collaboration tools powered by AI*Best practices for maximizing Copilot's benefits | |
| 10/20/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Entertainment, Meals and Travel Expenses: Review and Update (Webinar) (25WX-3622)25WX-3622 | *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 | |
| 11/8/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Accounting and Disclosure Issues After a Natural Disaster (Webinar) (25WX-3424)25WX-3424 | *Current and noncurrent asset impairment*Insurance claims and related recoveries*Debt and liquidity issues*Government assistance and relief*Subsequent Events*Lease modifcations*Other matters | |
| 10/29/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Become a Data Analysis Expert (Webinar) (25WX-3632)25WX-3632 | *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 | |
| 11/10/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| How SAS Nos. 134-145 Improve Risk-Based Audits (Webinar) (25WX-3535)25WX-3535 | *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 | |
| 11/4/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Synchronize Your Files to the Cloud With SharePoint (Webinar) (25WX-3688)25WX-3688 | *Overview of the OneDrive Sync app functionality*Step-by-step review and demonstration of how to deploy this appInstalling the Sync app on your local devices*Configuring the files and folders to synchronize toy your local device*Manage the locally stored files*Best practice tips for using the Sync app and avoiding common mistakes | |
| 11/12/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Take Command of Your Time (Webinar) (25WX-3208)25WX-3208 | *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) | |
| 10/15/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Partnership Tax Updates (Webinar) (25WX-3752)25WX-3752 | *Court decisions covering partnership issues such as TEFRA, Statute of Limitations, Economic Substance, and Sec. 754 Elections*IRS procedural updates on passthrough entities*New developments on conservation easements | |
| 11/15/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Keeping Up With the FASB (Webinar) (25WX-3329)25WX-3329 | *Review of current items on the FASB agenda*Discuss the new revenue recognition standard*Provide an update on the new lease accounting standard*Address U.S. GAAP alternatives for certain entities | |
| 10/23/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Walter Haig's GAAP for SMEs, Tax and Cash Frameworks Update (Webinar) (25WX-3307)25WX-3307 | *Amendments to the U.S. Accounting Standards Codification (i.e. - U.S. GAAP) issued during the 18-month period prior to the program that impact SMEs*Update and review of the tax and cash special purpose frameworks*Update and review of the AICPA Financial Reporting Framework for SMEs*Update on common errors and deficiencies as identified in financial statements as identified in peer reviews and in litigation | |
| 10/22/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Forgotten Managerial Accounting Tools for CPAs (Webinar) (25WX-3418)25WX-3418 | *Target profit analysis*Break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis | |
| 10/29/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Integrity, Objectivity and Judgment: Values in Action (Webinar) (25WX-3434)25WX-3434 | *AICPA Code of Conduct: Integrity and Objectivity*Case Study: Mortgage crisis of 2007-2010*Case Study: World Com | |
| 10/29/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Adobe Acrobat Tips for Working with PDF Files (Webinar) (25WX-3406)25WX-3406 | *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 | |
| 10/28/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Mastering Partnership Basis: Inside and Outside Basis (Webinar) (25WX-3527)25WX-3527 | *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 | |
| 11/4/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New ChatGPT Vision: How Accountants Can Chat with Imagery (Webinar) (25WX-3104)25WX-3104 | *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*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 | |
| 10/9/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AI Prompt Engineering Masterclass for Accountants (Webinar) (25WX-3708)25WX-3708 | *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 | |
| 11/13/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Installment sales: Maximize Tax Benefits and Stay Compliant (Webinar) (25WX-3704)25WX-3704 | *Installment sale treatment eligibility*When to elect out of installment sale treatment*Installment sale of business assets*Installment sale default and the rules for personal property versus real property*Installment sales and depreciation recapture | |
| 11/13/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| ChatGPT and IRS Taxation Law Research (Webinar) (25WX-3553)25WX-3553 | *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 | |
| 11/5/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Power BI: Bringing it All Together for Data Analysis (Webinar) (25WX-3377)25WX-3377 | *Building a Comprehensive Workflow in Power BI: Streamline and enhance your end-to-end data processes for improved efficiency and clarity*Exploring What's Next After Creating Data Models and Measures: Understand advanced strategies to further enhance the value of your existing data models*Best Practices for Performance Optimization: Learn key tips to ensure smooth, fast, and reliable performance in your existing data models*Leveraging Your Data Model Through PowerBI.com/Power BI Services: Explore advanced functionalities of Power BI Services to make your data insights more accessible and impactful | |
| 10/27/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Supervision/Management Competencies: An Ethical Approach (Webinar) (25WX-3189)25WX-3189 | *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 | |
| 10/14/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Common Financial Statement Disclosures (Webinar) (25WX-3352)25WX-3352 | *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 | |
| 10/24/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| About the TIGTA: Who Watches the IRS? (Webinar) (25WX-3405)25WX-3405 | *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 | |
| 10/28/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Recruit. Retain. Engage. Mastering LinkedIn for HR Success (Webinar) (25WX-3432)25WX-3432 | *How to pro-actively find, identify, and connect with new candidates from various sources within LinkedIn*Best practices for organically attracting candidates to your company and team*Strategic talent networking opportunities*Essential considerations of employee advocacy and brand building using LinkedIn*Retention strategies such as promoting a positive work environment, and expanding employee recognition and engagement strategies | |
| 10/29/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Forensic Accounting: When The Office is a Crime Scene (Webinar) (25WX-3737)25WX-3737 | *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 | |
| 11/14/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Fraud and Embezzlement: Case Studies from the Trenches (Webinar) (25WX-3477)25WX-3477 | *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 | |
| 10/31/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Invest in Your Mental Health and Avoid Burnout (Webinar) (25WX-3500)25WX-3500 | *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 | |
| 11/3/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Art of Engaging in Difficult Conversations (Webinar) (25WX-3607)25WX-3607 | *Awareness of your mindset entering the conversation*Tactics to build a pool of meaning*Clarity around story telling*Biggest mistakes to avoid | |
| 11/7/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Taxation of the Cannabis Industry (Webinar) (25WX-3182)25WX-3182 | *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 | |
| 10/14/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| IRS Penalties and Abatements (Webinar) (25WX-3545)25WX-3545 | *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 | |
| 11/5/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Defining Where and Why Internal Controls are Needed (Webinar) (25WX-3482)25WX-3482 | *Control design basics*Areas or segments of an enterprise to control*Controls to reduce risk*Controls to drive operations | |
| 10/31/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CPAxPACK Bundle: Forensic Accounting -- Investigate, Analyze, Report (Webinar) (25WX-3511)25WX-3511 | *Course 1: Forensic Accounting: Court Approved Methods of Proof | CPE: 4 | Description: How does a forensic accountant calculate financial losses? Federal courts have approved various ways to calculate losses ranging from net worth method of proof to the expenditures method. Each method of proof depends on the available facts to the forensic accountant. This presentation will focus on the various court approved methods of proof, when to use them, and how to calculate the total loss. *Course 2: Forensic Accounting: When the Office Is a Crime Scene | CPE: 4 | Description: Embezzlement happens often to many small businesses. Unfortunately, the lack of internal controls allow the embezzlement to remain undetected for years. But when it is discovered, the small business owner will most likely contact their CPA for advice. What should you do when your client contacts you about their employee embezzling money from their business? What options should you present to your client? How can your client protect themselves, while investigating the embezzlement? What steps need to be taken about preserving any documents, emails, texts, or phone calls? This course teaches how to engage the client, properly identify the evidence needed to prove the crime, how to write the report for civil and criminal trial, and best practices in preserving electronic and paper evidence. *Course 3: Forensic Accounting: Crafting Expert Reports | CPE: 4 | Description: When forensic accountants are hired to conduct an analysis and investigations, they are commonly expected to write a report. This report can be short or long, depending on the circumstances. This presentation is how to write an effective expert report that will withstand scrutiny of both parties of litigation and the court. The presentation will also include best practices, ethics, and components of an effective report. | |
| 11/3/2025 | 8 a.m. - 4 p.m. | Online | 12 CPE (12 tech, 0 non-tech) | 4 Ethics |
| Microsoft 365 Application Lightning Round Review (Webinar) (25WX-3181)25WX-3181 | *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 365SharePoint / 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 | |
| 10/14/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Business Tax Update: Recent Developments (Webinar) (25WX-3748)25WX-3748 | *2024/25 legislation impacting business taxpayers*Extenders legislation update*Meals and entertainment expense reporting*Partnership and S corporation updateIncome and deductions | |
| 11/14/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Accounting for the Gig Economy (Webinar) (25WX-3407)25WX-3407 | *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 | |
| 10/28/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New SECURE Act 2.0 and Updates (Webinar) (25WX-3395)25WX-3395 | *Implications for individualsChanges 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*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 | |
| 10/28/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Microsoft 365: Save More Time, Make More Money (Webinar) (25WX-3206)25WX-3206 | *Appreciate the full potential of Microsoft 365 to drive efficiency in your business*Learn best practices for harnessing the power of Microsoft 365*Design your Teams app setup to meet the unique attributes of your business*Use SharePoint and OneDrive to organize your files and share them securely internally and externally*Organize your thoughts, meeting notes and other content centrally in OneNote*Manage your projects, large and small, with the Planner app*Deploy the Stream app to document processes efficiently and effectively*Bonus Content: Understand how to harness the power of AI with Microsoft Copilot | |
| 10/15/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Casualty Losses: Disaster Relief Act of 2024 (Webinar) (25WX-3378)25WX-3378 | *Federal Disaster Relief Act provisions enacted in December, 2024*Comparison of personal use casualties with business/investment casualties*When to claim casualty losses*How to postpone casualty gains*Business casualty gains and depreciation recapture | |
| 10/27/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New 1040 Tax Prep Automation with AI Tools (Webinar) (25WX-3158)25WX-3158 | *Overview of AI technology and how it works8Identify where AI can be incorporated into the 1040 process*Using ChatGPT and Microsoft 365 Copilot for 1040 tax research, analysis and communications*Using StanfordTax AI based software to automate client source document collection and organization and integrate it with the leading 1040 tax software solutions including CCH Axcess, CCH ProSystem fx, UltraTax, Lacerte, ProSeries and Drake*A roadmap for using AI to improve client communications and 1040 based advisory services | |
| 10/13/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Grading Your Auditors: Are You Getting the Most Value? (Webinar) (25WX-3212)25WX-3212 | *Limitations in roles and responsibilities an auditor can accept without impairing independence*Assessing the strength of your auditor's ability to think critically, strategically, and creatively in appropriate circumstances*Evaluating your auditor's time and project management stills*Grading your auditor's communication and interpersonal skills, in exceeding your expectations on an audit | |
| 10/15/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| CFO Solutions to IRS Problems (Webinar) (25WX-3295)25WX-3295 | *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 | |
| 10/21/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Improve Spreadsheets by Building Controls in Excel (Webinar) (25WX-3571)25WX-3571 | *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 | |
| 11/6/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Fraud Case Studies: 21st Century Professional Misbehavior (Webinar) (25WX-3094)25WX-3094 | *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 | |
| 10/8/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
| New Ethical AI Practices for CPAs: Ensuring Responsible Use (Webinar) (25WX-3227)25WX-3227 | *Understanding ethical implications of AI*Data privacy and security considerations*Compliance with regulations and professional standards*Developing ethical AI policies and procedures | |
| 10/16/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Self-Rental Real Estate: Passive Activity and Section 199A (Webinar) (25WX-3392)25WX-3392 | *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 | |
| 10/27/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| About the TIGTA: Who Watches the IRS? (Webinar) (25WX-3733)25WX-3733 | *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 | |
| 11/14/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Forensic Accounting: Court Approved Methods of Proof (Webinar) (25WX-3644)25WX-3644 | *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 | |
| 11/10/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Hot Topics Audit and Attest Update (Webinar) (25WX-3314)25WX-3314 | *Recent quality improvements to the SASs and SSARs*Other matters that should be on your radar | |
| 10/22/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Taxation of the Cannabis Industry (Webinar) (25WX-3430)25WX-3430 | *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 | |
| 10/29/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Securing Your Data with a Password Management App (Webinar) (25WX-3605)25WX-3605 | *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 | |
| 11/7/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Mastering the Excel Lookup Functions (Webinar) (25WX-3279)25WX-3279 | *A review of the various lookup functions, beyond VLOOKUPLearn 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 / HLOOKUPXLOOKUPMATCH / INDEXXMATCHINDIRECTFILTERSORT / SORTBYUNIQUE*An overview of some newer functions | |
| 10/20/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Yellow Book Ethics (Webinar) (25WX-3316)25WX-3316 | *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 | |
| 10/22/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New CFO Series: Quality is Free -- But How do We Measure the Cost? (Webinar) (25WX-3606)25WX-3606 | *What do we mean by quality?*Why does quality pay off?*Total quality management, including lean and six sigma*The four elements of the cost of quality*Practical prevention activities*The necessity of appraisal and why quality cannot be inspected into a process*Sources of internal failure and other sources you may not have considered*External failure and the hidden costs of 'shortcuts'*Creating an effective and actionable cost of quality report | |
| 11/7/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Internal Control: Testing for Operating Effectiveness (Webinar) (25WX-3346)25WX-3346 | *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 | |
| 10/23/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Internal Control: Testing for Operating Effectiveness (Webinar) (25WX-3067)25WX-3067 | *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 | |
| 10/7/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Coaching the Next Generation of CPAs (Webinar) (25WX-3563)25WX-3563 | *Building a high-performing team comprised of multi-generational workers*How to effectively communicate with the millennial worker*Leveraging younger staff in business development opportunities*Measuring the productivity of a millennial workforce | |
| 11/5/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New ChatGPT Vision for Financial Analysis (Webinar) (25WX-3594)25WX-3594 | *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 | |
| 11/7/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Creating an Ethical Work Environment (Webinar) (25WX-3291)25WX-3291 | *Ethical values and principles*Human factors impacting ethical choices*Professional and organizational responsibilities in creating an ethical work environment*Tools for ethical decision making | |
| 10/21/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New CFO Series: Beyond the Boardroom -- Best Governance Practices (Webinar) (25WX-3358)25WX-3358 | *Accountability in the workplace*Leadership, governance and ESG (Environmental, Social and Governance)*The role of the Board in governance*Setting ethical standards*The keys to true governance best practices*Practical applications in smaller organizations | |
| 10/24/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Advanced Excel: Hidden Secrets and Gems (Webinar) (25WX-3610)25WX-3610 | *Awareness of advanced functions*Creative methods for data manipulation*Using intellectual curiosity and professional skepticism to develop a problem-solving mentality*Real-life examples of innovative ways to analyze and report data with Excel*Using Excel to perform e-mail merges*Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox*Enhance creativity in your approach to developing Excel models | |
| 11/7/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Defining Where and Why Internal Controls are Needed (Webinar) (25WX-3213)25WX-3213 | *Control design basics*Areas or segments of an enterprise to control*Controls to reduce risk*Controls to drive operations | |
| 10/15/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Tactics to Find Work-Life Balance in a Complex World (Webinar) (25WX-3085)25WX-3085 | *How to get more out of one's work*How to achieve greater balance between today's ever more demanding and complex demands of work without losing sight of what is important in daily routines*Example of how to develop and be challenged by your own personal bucket list | |
| 10/8/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Annual Update for Not-for-Profit Accountants and Auditors (Webinar) (25WX-3235)25WX-3235 | *The Not-for-Profit Advisory Committee (NAC)*Accounting Standards Updates (ASUs)*Year 2 considerations of the leases standard*Common not-for-profit deficiencies identified in peer review*What's going on at the AICPA | |
| 10/16/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Get started with Power BI (Webinar) (25WX-3505)25WX-3505 | *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 | |
| 11/3/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New How AI Fits into the Accounting World (Webinar) (25WX-3161)25WX-3161 | *An overview of AI constructs*How artificial intelligence is being used by accountants today*Accounting-centric AI developments on the horizon | |
| 10/13/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics of AI: A CPA's Guide (Webinar) (25WX-3781)25WX-3781 | *A primer on AI technology applications in the accounting profession*Ethical dilemmas that originate from the use of AI by CPAs*Practical guidelines for using AI technology ethically*Step by step guide for creating an AI usage policy for your organization*Review of a variety of reference materials to assist you in using AI ethically | |
| 11/17/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New CPAxPACK Bundle: Tax Pro's Guide -- Essential Courses for Tax Mastery (Webinar) (25WX-3510)25WX-3510 | *Course 1: Basic Individual Taxation Course | CPE: 2 | Description: Please join us for an introductory course on the fundamentals of preparing and filing an individual federal income tax return. We will cover topics such as what the federal income tax is and how it is computed. *Course 2: Income Tax Analysis: Exploring In-Depth Concepts | CPE: 2 | Description: Financial statements prepared for stockholders and external users follow Generally Accepted Accounting Principles (GAAP), while tax returns adhere to the Internal Revenue Code (IRC). These frameworks differ in recognizing profitability, influencing reported income significantly. Companies often aim to minimize taxable income within legal bounds, while maintaining compliance with both financial reporting and tax regulations. Timing Differences: Variations in income recognition and deductible expenses between GAAP and IRC create timing differences, impacting reported profitability and tax liabilities. Deferred Tax Assets: Companies accrue deferred tax assets from overpaid taxes or carried-forward credits, which can offset future taxable income, reducing tax liabilities. Deferred Tax Liabilities: When taxable income is less than reported income, deferred tax liabilities arise, necessitating future tax payments when temporary differences reverse. Join us to delve into these concepts, exploring how financial reporting choices and tax strategies shape a company's financial performance and compliance obligations. *Course 3: Behind the Curtain: Exploring IRS Audit Technique Guides | CPE: 2 | Description: Have you ever considered a tax audit from the perspective of an IRS examiner? This session explains how you can use IRS Audit Technique Guides (ATGs) to enhance tax compliance. You will obtain a glimpse of the audit process from the viewpoint of an IRS agent as we explore insights that the IRS provides to its own examiners. *Course 4: Learning to Teach "Tax" as a Second Language | CPE: 2 | Description: Sometimes the vernacular of accounting seems more challenging than technical aspects. This session offers suggestions for translating the foreign language of taxation into tangible terms for non-accountants. We explore techniques for simplifying the complexity of taxation terminology. This course will equip you with tools for demystifying tax technicalities so you can help clients and other non-tax professionals grasp fundamental concepts. *Course 5: 1040 Tax Prep Automation with AI Tools | CPE: 2 | Description: There has never been a greater opportunity to leverage technology tools to automate various aspects of 1040 tax preparation. This course will provide specific examples of how you can use AI (artificial intelligence) based tools to complement your core 1040 tax prep software. You will learn how to leverage AI to automate the collection and organization of client source documents, enhance the engagement management process and add value to your 1040 service through AI enhanced 1040 advisory services. This course will separate the hype from reality about AI and how it can be used in 1040 tax preparation. *Course 6: Tax Implications of Retirement Plan Distributions: What You Need to Know | CPE: 2 | Description: This session will address the complex rules of retirement distributions, review key provisions of the SECURE Act 2.0, and provide practical strategies of maximizing tax benefits for your client. *Course 7: Schedule C of Form 1040 | CPE: 2 | Description: Many self-employed or sole proprietors find themselves having to navigate Schedule C in reporting business income. While this attachment to Form 1040 seems straightforward on the surface, there are many traps for the unwary. | |
| 11/3/2025 | 8 a.m. - 4 p.m. | Online | 12 CPE (12 tech, 0 non-tech) | |
| New GPT Builder for Accountants (Webinar) (25WX-3709)25WX-3709 | *Introduction to GPT Builder platform and interface for accounting professionals*Creating accounting-specific custom instructions and knowledge bases*Implementing financial data analysis capabilities through GPTs*Designing GPTs for tax preparation assistance and compliance checking*Building client communication tools with accounting terminology*Enhancing bookkeeping efficiency with automated GPT workflows*Security and confidentiality considerations for financial data | |
| 11/13/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Forensic Accounting: Crafting Expert Reports (Webinar) (25WX-3193)25WX-3193 | *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 | |
| 10/14/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| New Not-for-Profit GAAP Update (Webinar) (25WX-3379)25WX-3379 | *Accounting Standard Updates issued by the FASB*Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on | |
| 10/27/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Shortcuts That Excel Users Love (Webinar) (25WX-3459)25WX-3459 | *The power of keyboard shortcuts*Oft used features with more capability than meets the eye*New helpful features*Note: 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. | |
| 10/30/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New How to Audit Inventory (Webinar) (25WX-3768)25WX-3768 | *Auditing Inventory*Related audit assertions, risks, and threats to inventory*Substantive auditing procedures that staff should perform | |
| 11/17/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Exploring Internal Controls That Could Have Prevented Frauds (Webinar) (25WX-3546)25WX-3546 | *Examination of actual frauds*Discussion of internal controls that could have prevented the frauds*Contemplation of epiphanies for your own professional scenarios | |
| 11/5/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Current Not-for-Profit Fraud Trends (Webinar) (25WX-3723)25WX-3723 | *Best practices for fraud prevention and detection*Common fraud schemes in not-for-profit 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! | |
| 11/13/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethics: Giving Thanks -- How to Master the Art of Gratitude (Webinar) (25WX-3719)25WX-3719 | *What gratitude is and how expressions of it can vary from culture to culture*Ways you can regularly say "thank you" to valued clients and colleagues*Methods for evaluating gratitude in prospective and current employees | |
| 11/13/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Create Paginated Reports with Power BI Report Builder (Webinar) (25WX-3597)25WX-3597 | *Introduction to Power BI Report Builder: Overview of the tool, its interface, and integration with the Power BI ecosystem*Designing Report Layouts: Techniques for setting up professional layouts, including headers, footers, and managing pagination*Data Connection and Management: Connecting to various data sources and preparing data for reporting*Creating Visualizations: Utilizing Power BI's visualization tools for impactful data presentation*Advanced Report Features: Exploring sub-reports, drill-through capabilities, and dynamic expressions*Publishing and Sharing: Guidelines for publishing reports to the Power BI service and sharing them with relevant stakeholders | |
| 11/7/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Reasonable Compensation for S Corps (Webinar) (25WX-3410)25WX-3410 | *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 | |
| 10/28/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Fraud Case Studies: 21st Century Professional Misbehavior (Webinar) (25WX-3383)25WX-3383 | *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 | |
| 10/27/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
| New Taking Advantage of Array Formulas in Excel (Webinar) (25WX-3165)25WX-3165 | *Introduction to Array Formulas: This segment establishes the foundation by differentiating array formulas from regular Excel formulas and explaining their significance*Using Array Formulas: This section focuses on the practical application of array formulas, teaching participants how to effectively implement and utilize these formulas in a variety of common Excel tasks and scenarios*Dynamic Arrays and Spill Functions: This part covers the utilization of dynamic arrays and spill functions, highlighting their role in modern Excel data handling*Advanced Array Functions: Participants will delve into complex functions such as SUMPRODUCT, UNIQUE, SORT, and FILTER, focusing on multi-condition summing and data management*Using Array Constants: This section teaches how simplify the use of static values called Array Constants | |
| 10/13/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Partnership/LLC Taxation: Tax Basis Capital Accounts (Webinar) (25WX-3551)25WX-3551 | *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 | |
| 11/5/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Guide Strategy, Attract Investments with Financial Forecasts (Webinar) (25WX-3720)25WX-3720 | *Introduction to Financial Statement Forecasting*Overview of the importance and benefits of forecasting for strategic planning and investment attraction*The Forecasting Process: Steps to project future income, expenses, and resources using historical data and market trends*Analyzing Historical Data: Methods for leveraging past financial data to inform future projections*Incorporating Market Trends: How to integrate market insights into financial forecasts*Forecasting Profitability: Techniques for predicting future earnings and their implications for budgeting, cash flow management, and investment planning*Forecasting the Balance Sheet: Approaches for predicting future financial positions, including growth potential, solvency, and capital structure | |
| 11/13/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New ChatGPT and Advanced Accounting Research (Webinar) (25WX-3672)25WX-3672 | *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 | |
| 11/11/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 1040 Tax Prep Automation with AI Tools (Webinar) (25WX-3581)25WX-3581 | *Overview of AI technology and how it works8Identify where AI can be incorporated into the 1040 process*Using ChatGPT and Microsoft 365 Copilot for 1040 tax research, analysis and communications*Using StanfordTax AI based software to automate client source document collection and organization and integrate it with the leading 1040 tax software solutions including CCH Axcess, CCH ProSystem fx, UltraTax, Lacerte, ProSeries and Drake*A roadmap for using AI to improve client communications and 1040 based advisory services | |
| 11/6/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Mastering the Art of Conflict: CPA Transformative Strategies (Webinar) (25WX-3066)25WX-3066 | *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 | |
| 10/7/2025 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| New A Working Parent's Guide to Prioritizing Mental Wellness (Webinar) (25WX-3220)25WX-3220 | *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 | |
| 10/16/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| How AI is Automating Internal Control (Webinar) (25WX-3052)25WX-3052 | *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 | |
| 10/7/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Become a Data Analysis Expert (Webinar) (25WX-3152)25WX-3152 | *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 | |
| 10/13/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Keeping Up With the FASB (Webinar) (25WX-3569)25WX-3569 | *Review of current items on the FASB agenda*Discuss the new revenue recognition standard*Provide an update on the new lease accounting standard*Address U.S. GAAP alternatives for certain entities | |
| 11/6/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Forensic Accounting: Crafting Expert Reports (Webinar) (25WX-3624)25WX-3624 | *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 | |
| 11/8/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| New Using AI to Instantly Transform Ideas into Revenue Streams (Webinar) (25WX-3530)25WX-3530 | *AI-powered ideation and opportunity identification techniques*Digital asset creation workflows using generative AI tools*Audio and video content generation using AI avatars and synthesis*E-commerce integration and product development strategies*AI-driven presentation and visual content creation*Social media content optimization and distribution*Multi-format content transformation (articles, songs, comics, storyboards) | |
| 11/4/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Create Measures in Power BI That Define Your Metrics (Webinar) (25WX-3236)25WX-3236 | *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 | |
| 10/16/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Create Visuals in Power BI to Successfully Analyze Data (Webinar) (25WX-3515)25WX-3515 | *Tour of the Power BI Desktop Interface: Understand the layout, tools, and features of Power BI Desktop*Tour of PowerBI.com Interface: Familiarize with the online environment of Power BI for report creation*Importing Power Pivot Data Model: Understand how to integrate Power Pivot models into Power BI for more complex data analysis*Building Visuals: Learn the step-by-step process to create compelling visuals and understand the importance of visual context in data storytelling*Review of Available Visuals: Explore the variety of visuals available in Power BI and their appropriate applications*Power BI Desktop Features: Delve into the advanced features of Power BI Desktop, enhancing data manipulation and visualization capabilities*Building Interactivity into Visuals: Learn to create dynamic and interactive reports that engage and inform*Publishing Reports to PowerBI.com: Gain skills in uploading and managing reports on PowerBI.com for wider access and collaboration | |
| 11/3/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Navigating IRS Authorizations: Form 2848 and Form 8821 (Webinar) (25WX-3774)25WX-3774 | *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 | |
| 11/17/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics at Work: Diversity, Equity and Inclusion (Webinar) (25WX-3195)25WX-3195 | *Overview of ethics*Ethical values and principles*DEI working definitions*Unconscious bias, assumptions, microaggressions*Standing Up and Speaking Out*DEI and Organizational Responsibility | |
| 10/15/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Invest in Your Mental Health and Avoid Burnout (Webinar) (25WX-3321)25WX-3321 | *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 | |
| 10/22/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Professional Ethical Considerations for CPAs (Webinar) (25WX-3635)25WX-3635 | *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 | |
| 11/10/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| How Fraud Can Affect Smaller Organizations (Webinar) (25WX-3783)25WX-3783 | *The reasons for fraud*Fraudulent acts that are initiated against smaller organizations*Methods to stop fraud attempts against small businesses | |
| 11/17/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The CFO Who Went to Prison (Webinar) (25WX-3681)25WX-3681 | *The importance of valuesIdentifying success*Ethical dilemmas*Mitigation strategies*Creating tools to help make better decisions*Personal accountability strategies | |
| 11/12/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Ethical Considerations of the New AICPA SSTS Rules (Webinar) (25WX-3526)25WX-3526 | *Review of the new AICPA Statement on Standards for Tax Services*Reorganization of SSTS by type of work performed*Discuss new standards on data protection, reliance on tools and representation of tax clients before taxing authorities | |
| 11/4/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Ethical Considerations of the New AICPA SSTS Rules (Webinar) (25WX-3100)25WX-3100 | *Review of the new AICPA Statement on Standards for Tax Services*Reorganization of SSTS by type of work performed*Discuss new standards on data protection, reliance on tools and representation of tax clients before taxing authorities | |
| 10/9/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New SEC Case Studies: Ethical Dilemmas in Finance and Accounting (Webinar) (25WX-3534)25WX-3534 | *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 | |
| 11/4/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Building Security and Efficiency With Internal Control (Webinar) (25WX-3131)25WX-3131 | *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 | |
| 10/10/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Walter Haig's SSARS Prep, Comp and Review Update (Webinar) (25WX-3196)25WX-3196 | *Analysis of the ''Preparation of Financial Statements'' standards as amended by SSARS 26 with detailed implementation guidance*Analysis of the ''Compilation'' standards as amended by SSARS 26 with implementation guidance*Analysis of the ''Review'' standards as amended by SSARS 26 with detailed implementation guidance*Common mistakes made in SSARS engagements as identified in peer reviews and in litigation | |
| 10/15/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| PPP Fraud and Financial Professionals (Webinar) (25WX-3464)25WX-3464 | *Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 10/31/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| ChatGPT: What Every CPA Should Know (Webinar) (25WX-3205)25WX-3205 | *Overview of the current landscape for AI in business*History of ChatGPT and generative AI*Fundamentals of generative AI technology and related nomenclature*ABC's of how to use ChatGPT*Demonstration of practical ChatGPT applications for accounting, finance and tax*A word of caution: What you should be concerned about*Developing a ChatGPT usage policy for your firm/business | |
| 10/15/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Determining Reasonable Compensation for Owner Employees (Webinar) (25WX-3389)25WX-3389 | *An analytical framework for analyzing and opining on reasonable replacement compensation for owner-employees of closely held businesses and professional practices in the context of tax planning, compliance, management consulting and business appraisal assignments*Executive compensation components, including the valuation of non-qualified plans and restricted stock units | |
| 10/27/2025 | 2 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Forensic Accounting: Investigating Divorce Cases (Webinar) (25WX-3361)25WX-3361 | *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 | |
| 10/24/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Unlock the Power of AI with Copilot in Excel (Webinar) (25WX-3488)25WX-3488 | *Introduction to Copilot in Excel*Automating Tasks and Enhancing Productivity*Advanced Data Insights with Copilot | |
| 11/3/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Advanced Cybersecurity: Beyond the Basics (Webinar) (25WX-3313)25WX-3313 | *Understanding cyber threats and risks in finance*Cybersecurity frameworks and best practices for financial professionals*Financial data security and encryption techniques*Cybersecurity auditing and forensic investigations*Emerging technologies and trends in financial cybersecurity*Leadership and governance in cybersecurity for financial executives | |
| 10/22/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Everyday Ethics at Work: Don't be the Next News Story! (Webinar) (25WX-3065)25WX-3065 | *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 | |
| 10/7/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Installment sales: Maximize Tax Benefits and Stay Compliant (Webinar) (25WX-3055)25WX-3055 | *Installment sale treatment eligibility*When to elect out of installment sale treatment*Installment sale of business assets*Installment sale default and the rules for personal property versus real property*Installment sales and depreciation recapture | |
| 10/7/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| S Corporations: Calculating Shareholder Basis (Webinar) (25WX-3587)25WX-3587 | *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 | |
| 11/6/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Create Visuals in Power BI to Successfully Analyze Data (Webinar) (25WX-3444)25WX-3444 | *Tour of the Power BI Desktop Interface: Understand the layout, tools, and features of Power BI Desktop*Tour of PowerBI.com Interface: Familiarize with the online environment of Power BI for report creation*Importing Power Pivot Data Model: Understand how to integrate Power Pivot models into Power BI for more complex data analysis*Building Visuals: Learn the step-by-step process to create compelling visuals and understand the importance of visual context in data storytelling*Review of Available Visuals: Explore the variety of visuals available in Power BI and their appropriate applications*Power BI Desktop Features: Delve into the advanced features of Power BI Desktop, enhancing data manipulation and visualization capabilities*Building Interactivity into Visuals: Learn to create dynamic and interactive reports that engage and inform*Publishing Reports to PowerBI.com: Gain skills in uploading and managing reports on PowerBI.com for wider access and collaboration | |
| 10/30/2025 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Forensic Accounting: When The Office is a Crime Scene (Webinar) (25WX-3145)25WX-3145 | *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 | |
| 10/11/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Accounting & Auditing Update for Small Businesses (Webinar) (25WX-3755)25WX-3755 | *Accounting Standards Updates (ASUs) that are most likely to impact small businesses*ASUs initiated by the Private Company Council (PCC)*Alternative reporting options to GAAP including FRF for SMEs and IFRS for SMEs*Audit standards that small business auditors will need to implement | |
| 11/15/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Leveraging Marketing Automation for Accounting Firm Growth (Webinar) (25WX-3522)25WX-3522 | *Content - From generating content ideas to SEO research and creating content through its distribution we will look at tools to accomplish these goals efficiently and effectively*Lead Generation - Tools to determine the best offers and get them in front of the appropriate audiences*Lead Nurturing - Once you have a prospective client "raise their hand" virtually or physically, it is critical to design and implement campaigns and other tactics to keep them engaged and move them closer to being a client*We will cover this in-depth during the course*Sales - After you have a prospect ready to get to the next phase of the purchase journey, it is imperative to answer objections, explain the process of working with your firm and then close the sale*These tools will allow you to do this without an entire sales team*Onboarding - Once the prospect becomes a client leverage automation to make onboarding seamless, systematic and simple for your team*Referrals and Reviews - Instead of chasing clients for reviews or case studies, consider baking the ask right into your current or automated processes | |
| 11/4/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| How Fraud Can Affect Smaller Organizations (Webinar) (25WX-3476)25WX-3476 | *The reasons for fraud*Fraudulent acts that are initiated against smaller organizations*Methods to stop fraud attempts against small businesses | |
| 10/31/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Behind the Curtain: Exploring IRS Audit Technique Guides (Webinar) (25WX-3322)25WX-3322 | *Overview of ATGs*Best practices for utilizing ATGs*Salient provisions of selected ATGs*Insights auditors may obtain from analytical procedures*Nuances associated with selected industries | |
| 10/22/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Determining Reasonable Compensation for Owner Employees (Webinar) (25WX-3647)25WX-3647 | *An analytical framework for analyzing and opining on reasonable replacement compensation for owner-employees of closely held businesses and professional practices in the context of tax planning, compliance, management consulting and business appraisal assignments*Executive compensation components, including the valuation of non-qualified plans and restricted stock units | |
| 11/10/2025 | 11:30 a.m. - 1:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Individual Tax Update: Recent Developments (Webinar) (25WX-3590)25WX-3590 | *2024/25 legislation impacting individual taxpayers*Extenders legislation update*Child tax and dependent care credits*Section 199A deduction*Capital gains and losses*Rental real estate*Other passive activities losses | |
| 11/6/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Coaching the Next Generation of CPAs (Webinar) (25WX-3301)25WX-3301 | *Building a high-performing team comprised of multi-generational workers*How to effectively communicate with the millennial worker*Leveraging younger staff in business development opportunities*Measuring the productivity of a millennial workforce | |
| 10/21/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Tech it to the Next Level: Slim Your Team for Max Efficiency (Webinar) (25WX-3178)25WX-3178 | *How to leverage tech and automation to fill workflow gaps*How to build a strong tech stack, and connect tools seamlessly*How one proven tech stack replaced more than half a traditional team while improving client satisfaction and reducing overhead | |
| 10/14/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Enterprise-Wide Risk Management in Accounting and Finance (Webinar) (25WX-3697)25WX-3697 | *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 | |
| 11/12/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Donating Cryptocurrency and Avoiding Traps for the Unwary (Webinar) (25WX-3595)25WX-3595 | *Intro to digital assets*Differences between cryptocurrency and non-fungible tokens (NFTs)*IRS Notice 2014-12*Tax implications of contributing digital assets*Gift tax rules for donating, gifting or bequeathing cryptocurrency and NFTs*Substantiating charitable contributions of digital assets*Traps for the unwary | |
| 11/7/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics Case Studies: Remaining Ethical in the Age of Oversharing (Webinar) (25WX-3082)25WX-3082 | *Risks associated with social media*Sections of the AICPA Code of Professional Conduct that might be violated using social media*Case study discussions | |
| 10/8/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Mastering Partnership Basis: Inside and Outside Basis (Webinar) (25WX-3266)25WX-3266 | *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 | |
| 10/20/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethical Considerations in Working with Cannabis (Webinar) (25WX-3263)25WX-3263 | *Framework for assessing the propriety of offering services within the state legal, regulated cannabis industry*Assist in identifying key stakeholders to be considered in conjunction to providing cannabis industry services, including:partners, staff, clients*Banking relationships*Malpractice insurance | |
| 10/20/2025 | 10:30 - 11:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| ChatGPT and Advanced Financial Analysis for Accountants (Webinar) (25WX-3381)25WX-3381 | *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 | |
| 10/27/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Compilation, Preparation and Review Basics and Peer Reviews (Webinar) (25WX-3690)25WX-3690 | *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 | |
| 11/12/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Understanding Internal Control Constructs (Webinar) (25WX-3725)25WX-3725 | *Underlying concepts of internal control*The importance of control measure interdependency | |
| 11/13/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| PPP Fraud and Financial Professionals (Webinar) (25WX-3217)25WX-3217 | *Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 10/16/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New CPA to CFO (Webinar) (25WX-3703)25WX-3703 | *The steps necessary to effectively transform a tax or accounting practice into an advisory service*What it means to be a CFO/advisor to small-to-medium sizes businesses*What qualifications are necessary to offer an advisory service*How to find and convert leads and how to price and package services, including combining advisory services with the firm's current offerings | |
| 11/13/2025 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| How to Start a CFO Service (Webinar) (25WX-3753)25WX-3753 | *What business owners really want from a CFO/business advisory service (it's not what you think)*How to determine if you're qualified to provide CFO/business advisory services*Why now is the right time to be providing CFO/business advisory services*How to get new clients to your practice and how to approach existing clients*Why clients need you and why you need them*How much you should be charging for this type of service*How to provide a CFO/business advisory service in the most efficient way possible | |
| 11/15/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Advanced Excel for Staff: Build Reports and Analyze Data (Webinar) (25WX-3311)25WX-3311 | *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 | |
| 10/22/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Operations Level Internal Control (Webinar) (25WX-3186)25WX-3186 | *An overview of controls that drive procedures*Considerations for procedural control development*Understanding and controlling risk that arises when organizations change | |
| 10/14/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Fraud Busters: Controls to Prevent and Detect Fraud (Webinar) (25WX-3683)25WX-3683 | *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 | |
| 11/12/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New What's Changing in A&A for Governmental Entities (Webinar) (25WX-3258)25WX-3258 | *A look at the GASB standards that are effective this year*GASB 100, Accounting Changes and Error Corrections*GASB 101, Compensated Absences*The impact of the 2024 Compliance Supplement on Single Audits*Changes to the Uniform Guidance*Common deficiencies found in Single Audits | |
| 10/17/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethics: 10 Crucial Qualities of High Character CPAs (Webinar) (25WX-3572)25WX-3572 | *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 | |
| 11/6/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| ChatGPT: What Every CPA Should Know (Webinar) (25WX-3382)25WX-3382 | *Overview of the current landscape for AI in business*History of ChatGPT and generative AI*Fundamentals of generative AI technology and related nomenclature*ABC's of how to use ChatGPT*Demonstration of practical ChatGPT applications for accounting, finance and tax*A word of caution: What you should be concerned about*Developing a ChatGPT usage policy for your firm/business | |
| 10/27/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Integrate ChatGPT into Your Client Advisory Services (Webinar) (25WX-3626)25WX-3626 | *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 | |
| 11/8/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AI for CPAs: How it Works and How to Apply it (Webinar) (25WX-3508)25WX-3508 | *Fundamentals of machine learning and AI algorithms*How generative AI models like ChatGPT function*Practical examples of generative AI in accounting, finance and tax*Key terminologies and concepts simplified*AI Agents for process automation | |
| 11/3/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Analyzing Financial Statements (Webinar) (25WX-3153)25WX-3153 | *Balance sheet analysis*Income statement analysis*Cash flow statement analysis*Clues in the notes and MD&A*Industry nuances | |
| 10/13/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Will Your Ethics Be Burned by Burnout? (Webinar) (25WX-3746)25WX-3746 | *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 | |
| 11/14/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Risk Assessment Under SAS No. 145: The Key to Audit Quality? (Webinar) (25WX-3664)25WX-3664 | *New concepts due to the issuance of SAS No. 145*Revised requirement to separately assess inherent risk and control risk*A new definition of significant risk*New emphasis on IT controls and risk of material misstatement*New guidance on maintaining professional skepticism*Revised requirements to evaluate the design of certain controls*Revised requirements regarding audit documentation*New guidance on scalability | |
| 11/11/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Securing Your Data with a Password Management App (Webinar) (25WX-3144)25WX-3144 | *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 | |
| 10/11/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Forgotten Managerial Accounting Tools for CPAs (Webinar) (25WX-3701)25WX-3701 | *Target profit analysis*Break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis | |
| 11/13/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Tax Implications of Retirement Plan Distributions (Webinar) (25WX-3077)25WX-3077 | *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 | |
| 10/8/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Ethical Performance Management (Webinar) (25WX-3356)25WX-3356 | *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 | |
| 10/24/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Building a Better Budget in a Time of Uncertainty (Webinar) (25WX-3304)25WX-3304 | *Budgets vs. forecasts*Cyclicality*Core earnings & sustainable growth*Identifying key forecast drivers*Reasonableness in forecasting*Approaches to budgeting*Budgeting variances*Horizontal analysis*Flexible budgeting | |
| 10/21/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Controls to Secure the Growing Digital Footprint (Webinar) (25WX-3462)25WX-3462 | *Securing individual documents*Protecting information resident in the Cloud*Securing data stored on or accessed by mobile devices | |
| 10/30/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| ChatGPT and Complex Financial and HR Conversations (Webinar) (25WX-3623)25WX-3623 | *Budget Allocation and Negotiation Techniques*Compensation and Benefits Structuring*Managing Financial Performance and Layoffs*Financial and HR Aspects of Mergers and Acquisitions*Regulatory Compliance and Ethical Financial Practices*Strategies for Financial Crisis Management*Effective Performance Management Systems | |
| 11/8/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CFO and Controller Critical Skills: Budgeting and Forecasting (Webinar) (25WX-3160)25WX-3160 | *Overview of budgeting tools*Overview of difference between budgeting and forecasting*Examples of various budgeting and forecasting techniques | |
| 10/13/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CPA to CFO (Webinar) (25WX-3219)25WX-3219 | *The steps necessary to effectively transform a tax or accounting practice into an advisory service*What it means to be a CFO/advisor to small-to-medium sizes businesses*What qualifications are necessary to offer an advisory service*How to find and convert leads and how to price and package services, including combining advisory services with the firm's current offerings | |
| 10/16/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| An Ethical Approach to Mental Health Issues at Work (Webinar) (25WX-3403)25WX-3403 | *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 | |
| 10/28/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Fraud, Controls and Ethics: Best Practices and Case Studies (Webinar) (25WX-3150)25WX-3150 | *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 | |
| 10/13/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
| New Not-for-Profit GAAP Update (Webinar) (25WX-3244)25WX-3244 | *Accounting Standard Updates issued by the FASB*Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on | |
| 10/17/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Comprehensive Audit and SSARS Update (Webinar) (25WX-3276)25WX-3276 | *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 | |
| 10/20/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| PCAOB and SEC Update (Webinar) (25WX-3164)25WX-3164 | *Developments at the PCAOB*Recent trends in SEC comment letters*Enforcement actions and administrative proceedings*Conclusions and predictions for the future | |
| 10/13/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ChatGPT and IRS Taxation Law Research (Webinar) (25WX-3269)25WX-3269 | *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 | |
| 10/20/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Best Non-Google Search Tools for Accountants (Webinar) (25WX-3060)25WX-3060 | *Why Advanced Search Skills Are So Critical for Accountants*Why You Need More than Google to Search the Internet*GARP: Generally Accepted Research Principles*Alternatives to Google*Advisory Search*Social Search*Specialty search*Search Engine resources*What's Ahead in Search | |
| 10/7/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Walter Haig's SSARS Prep, Comp and Review Update (Webinar) (25WX-3676)25WX-3676 | *Analysis of the ''Preparation of Financial Statements'' standards as amended by SSARS 26 with detailed implementation guidance*Analysis of the ''Compilation'' standards as amended by SSARS 26 with implementation guidance*Analysis of the ''Review'' standards as amended by SSARS 26 with detailed implementation guidance*Common mistakes made in SSARS engagements as identified in peer reviews and in litigation | |
| 11/12/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New SEC Case Studies: Ethical Dilemmas in Finance and Accounting (Webinar) (25WX-3345)25WX-3345 | *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 | |
| 10/23/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Mastering the Excel Lookup Functions (Webinar) (25WX-3148)25WX-3148 | *A review of the various lookup functions, beyond VLOOKUPLearn 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 / HLOOKUPXLOOKUPMATCH / INDEXXMATCHINDIRECTFILTERSORT / SORTBYUNIQUE*An overview of some newer functions | |
| 10/11/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Becoming Conflict Competent (Webinar) (25WX-3261)25WX-3261 | *Levels of conflict*Strategies to de-escalate conflict*Distinction between miscommunication and conflict*Responses to conflict*Tactics to address, rather than avoid, conflict | |
| 10/20/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| How AI is Automating Internal Control (Webinar) (25WX-3518)25WX-3518 | *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 | |
| 11/3/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New How AI Fits into the Accounting World (Webinar) (25WX-3692)25WX-3692 | *An overview of AI constructs*How artificial intelligence is being used by accountants today*Accounting-centric AI developments on the horizon | |
| 11/12/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethics of Care in the Workplace (Webinar) (25WX-3446)25WX-3446 | *Ethical values and principles*Compassion*Managing expectations*Respect and humility*Attribution Theory | |
| 10/30/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Accountants and Malpractice: Can We Get Sued for This? (Webinar) (25WX-3285)25WX-3285 | *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 | |
| 10/21/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Ethical Considerations in Working with Cannabis (Webinar) (25WX-3547)25WX-3547 | *Framework for assessing the propriety of offering services within the state legal, regulated cannabis industry*Assist in identifying key stakeholders to be considered in conjunction to providing cannabis industry services, including:partners, staff, clients*Banking relationships*Malpractice insurance | |
| 11/5/2025 | 10:30 - 11:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Using e-Signature Software to Process Agreements (Webinar) (25WX-3615)25WX-3615 | *Review of the digital document signing process*Key features to evaluate in selecting a solution*Review and distinguish top selling e-signature applications*Best practices for deploying e-signature software in your practice or business | |
| 11/7/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Integrity, Objectivity and Judgment: Values in Action (Webinar) (25WX-3625)25WX-3625 | *AICPA Code of Conduct: Integrity and Objectivity*Case Study: Mortgage crisis of 2007-2010*Case Study: World Com | |
| 11/8/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| New Unlocking Deep Secrets: Case Studies in Financial Analysis (Webinar) (25WX-3586)25WX-3586 | *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 | |
| 11/6/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How to Start a CFO Service (Webinar) (25WX-3199)25WX-3199 | *What business owners really want from a CFO/business advisory service (it's not what you think)*How to determine if you're qualified to provide CFO/business advisory services*Why now is the right time to be providing CFO/business advisory services*How to get new clients to your practice and how to approach existing clients*Why clients need you and why you need them*How much you should be charging for this type of service*How to provide a CFO/business advisory service in the most efficient way possible | |
| 10/15/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| How Changes in Business Methods Affects Internal Control (Webinar) (25WX-3520)25WX-3520 | *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 | |
| 11/4/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Fraud Busters: Controls to Prevent and Detect Fraud (Webinar) (25WX-3218)25WX-3218 | *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 | |
| 10/16/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Forensic Accounting: Finding Hidden Treasure in Tax Returns (Webinar) (25WX-3565)25WX-3565 | *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 | |
| 11/5/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Understanding the New Forms K-2 and K-3 (Webinar) (25WX-3568)25WX-3568 | *Introduction to Schedules K-2 and K-3*Review the filing requirements*Discuss the different parts of the schedules and what needs to be included | |
| 11/6/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New A&A Update With Technology Implementation (Webinar) (25WX-3393)25WX-3393 | *Deep dive into the Accounting Standards Updates (ASUs) effective in 2025*Insights from the FAF's 2024 PCC Review*Overview of FASB's Invitation to Comment - Agenda Consultation*The essential changes in quality management standards that firms must implement by the end of 2025*Common deficiencies identified by the DOL in EBP (Employee Benefit Plan) engagements and provide a peek at upcoming projects from the Auditing Standards Board (ASB) | |
| 10/27/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Ethics of Self-Esteem For Women (Webinar) (25WX-3536)25WX-3536 | *Self-Esteem: What is it?*Belief systems*Benefits of high delf rsteem*Minimizing traps of low self esteem*Components of high self esteem | |
| 11/4/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Beyond the Numbers: Success Strategies for Female CPAs (Webinar) (25WX-3695)25WX-3695 | *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 | |
| 11/12/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Ethics: How to Run Your Business Well (Webinar) (25WX-3399)25WX-3399 | *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" | |
| 10/28/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Entertainment, Meals and Travel Expenses: Review and Update (Webinar) (25WX-3353)25WX-3353 | *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 | |
| 10/24/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Current Not-for-Profit Fraud Trends (Webinar) (25WX-3234)25WX-3234 | *Best practices for fraud prevention and detection*Common fraud schemes in not-for-profit 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! | |
| 10/16/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Ethics of Care in the Workplace (Webinar) (25WX-3756)25WX-3756 | *Ethical values and principles*Compassion*Managing expectations*Respect and humility*Attribution Theory | |
| 11/15/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Tax Season Update for Individuals with Steve Dilley (Webinar) (25WX-3088)25WX-3088 | *2024/25 legislative developments, cases and rulings impacting individual taxpayers*Changes to Form 1040 and other related forms, worksheets and schedules*Individual income items, itemized deductions and credits*Updated tax rate schedule and other inflation adjusted items*Implications for self-employed taxpayers of various legislation*Section 199A changes, including use of carryforward passive activity and 199A losses*Capital gains and losses*Passive activity and hobby loss rules changes | |
| 10/8/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Master the Art of CPA Communication: Boost Your Influence! (Webinar) (25WX-3668)25WX-3668 | *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 | |
| 11/11/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Financial Decisions that Led Two Businessmen to Prison (Webinar) (25WX-3299)25WX-3299 | *Career choices*Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 10/21/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Corporate Transparency Act Developments (Webinar) (25WX-3197)25WX-3197 | *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 inNSB*Potential reporting requirements due to FinCen's proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers | |
| 10/15/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Grading Your Auditors: Are You Getting the Most Value? (Webinar) (25WX-3457)25WX-3457 | *Limitations in roles and responsibilities an auditor can accept without impairing independence*Assessing the strength of your auditor's ability to think critically, strategically, and creatively in appropriate circumstances*Evaluating your auditor's time and project management stills*Grading your auditor's communication and interpersonal skills, in exceeding your expectations on an audit | |
| 10/30/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics of AI: A CPA's Guide (Webinar) (25WX-3560)25WX-3560 | *A primer on AI technology applications in the accounting profession*Ethical dilemmas that originate from the use of AI by CPAs*Practical guidelines for using AI technology ethically*Step by step guide for creating an AI usage policy for your organization*Review of a variety of reference materials to assist you in using AI ethically | |
| 11/5/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Ethics: Giving Thanks -- How to Master the Art of Gratitude (Webinar) (25WX-3478)25WX-3478 | *What gratitude is and how expressions of it can vary from culture to culture*Ways you can regularly say "thank you" to valued clients and colleagues*Methods for evaluating gratitude in prospective and current employees | |
| 10/31/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New ChatGPT Vision: How Accountants Can Chat with Imagery (Webinar) (25WX-3771)25WX-3771 | *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*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 | |
| 11/17/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Walter Haig's Personal Financial Health Checkup (Webinar) (25WX-3068)25WX-3068 | *Preparing a personal financial statement following U.S. GAAP*Recasting U.S. GAAP personal financial statements into powerful management tools*Identifying key financial factors that must be managed in order to achieve financial self-sufficiency*Key personal planning documents including HIPAA Medical Disclosure Document, Living Will, Medical Durable Power of Attorneys, and Letter of Instruction at Death*How to create "goal" statements that achieve results | |
| 10/7/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New AI Privacy, Security and Compliance Masterclass (Webinar) (25WX-3167)25WX-3167 | *Introduction: What is AI Security, Privacy and Compliance (AISPC)?*Why AI Security, Privacy and Compliance (AISPC) is Increasingly Important for Accountants*AISPC Policy Best Practices*Key Tactical Questions for Addressing Data Security and Privacy*OpenAI and Compliance with Government Regulations*OpenAI and Two-Factor Authentication*Other OpenAI Security, Privacy and Compliance Considerations*Best Practices for Secure Data Sharing with GPT*How to Create a GenAI and ChatGPT Usage Policy for Your Operations*General AI Policy Do's and Don'ts*AI Copyright Compliance & Protection Guide*Deepfakes and Synthetic Media: A New Frontier for Fraud and Misinformation*From Financial Oversight to AI Governance: The Sarbanes-Oxley Legacy and Accountants' New Frontier in AI Security, Privacy, Compliance and Ethics*Key Takeaways | |
| 10/13/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| A Culture of Regulatory Ethics: A Competitive Advantage (Webinar) (25WX-3715)25WX-3715 | *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 | |
| 11/13/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| New Generative AI in Practice: Boost Efficiency and Profitability (Webinar) (25WX-3473)25WX-3473 | *Implementing AI for accounting automation*Enhancing auditing processes with AI tools*AI applications in tax compliance*Leveraging AI for business advisory services | |
| 10/31/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Installment sales: Maximize Tax Benefits and Stay Compliant (Webinar) (25WX-3265)25WX-3265 | *Installment sale treatment eligibility*When to elect out of installment sale treatment*Installment sale of business assets*Installment sale default and the rules for personal property versus real property*Installment sales and depreciation recapture | |
| 10/20/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Taxation of the Cannabis Industry (Webinar) (25WX-3712)25WX-3712 | *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 | |
| 11/13/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Generative AI Strategy for Accountants (Webinar) (25WX-3458)25WX-3458 | *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 | |
| 10/30/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Annual Update for Not-for-Profit Accountants and Auditors (Webinar) (25WX-3747)25WX-3747 | *The Not-for-Profit Advisory Committee (NAC)*Accounting Standards Updates (ASUs)*Year 2 considerations of the leases standard*Common not-for-profit deficiencies identified in peer review*What's going on at the AICPA | |
| 11/14/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Microsoft Outlook "Must Know" Email Tips (Webinar) (25WX-3554)25WX-3554 | *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 | |
| 11/5/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Bookkeeper Goes to Prison (Webinar) (25WX-3396)25WX-3396 | *Career choices*Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 10/28/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Criminal Tax: How CPAs Bring Value to Defense Attorneys (Webinar) (25WX-3673)25WX-3673 | *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 | |
| 11/11/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Tax Depreciation: Review and Update (Webinar) (25WX-3289)25WX-3289 | *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 | |
| 10/21/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Leverage PowerBI.com to Create Data Analysis for Others (Webinar) (25WX-3630)25WX-3630 | *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. | |
| 11/10/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Compilation, Preparation and Review Basics and Peer Reviews (Webinar) (25WX-3454)25WX-3454 | *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 | |
| 10/30/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Selected Ethics Topics 2025 (Webinar) (25WX-3714)25WX-3714 | *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 | |
| 11/13/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Ethics and Technology for CPAs (Webinar) (25WX-3340)25WX-3340 | *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 | |
| 10/23/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New How to Audit Cash (Webinar) (25WX-3267)25WX-3267 | *Auditing cash*Audit assertions, risks, and threats to the cash balance*Auditing procedures to perform | |
| 10/20/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Cryptocurrency 15 Years Later: A Market Update (Webinar) (25WX-3472)25WX-3472 | *Update on the cryptocurrency marketplace*Cryptocurrency exchanges - the good, the bad and the ugly*Overview of cryptocurrency taxation regulations*The technology behind cryptocurrency - Proof of stake, Layer 2, wallets and more*Blockchain technology update | |
| 10/31/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Improve Spreadsheets by Building Controls in Excel (Webinar) (25WX-3056)25WX-3056 | *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 | |
| 10/7/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Monthly Federal Tax Updates: October 2025 (Webinar) (25WX-3149)25WX-3149 | *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 | |
| 10/13/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Donating Cryptocurrency and Avoiding Traps for the Unwary (Webinar) (25WX-3117)25WX-3117 | *Intro to digital assets*Differences between cryptocurrency and non-fungible tokens (NFTs)*IRS Notice 2014-12*Tax implications of contributing digital assets*Gift tax rules for donating, gifting or bequeathing cryptocurrency and NFTs*Substantiating charitable contributions of digital assets*Traps for the unwary | |
| 10/10/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Basic Individual Taxation Course (Webinar) (25WX-3702)25WX-3702 | *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 | |
| 11/13/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Managerial Accounting: Your Prescription for Better Decisions (Webinar) (25WX-3215)25WX-3215 | *Target profit and break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis*Budgeting | |
| 10/15/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Financial Decisions that Led Two Businessmen to Prison (Webinar) (25WX-3503)25WX-3503 | *Career choices*Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 11/3/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Single Audit Update (Webinar) (25WX-3658)25WX-3658 | *Review of the impact of the 2024 Compliance Supplement on Single Audits*Review of the changes to the Uniform Guidance*Review of common audit deficiencies found in Single Audits | |
| 11/11/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Steps to Stop External Fraud (Webinar) (25WX-3342)25WX-3342 | *Types of external fraud*Considerations as organizations work to reduce fraud risk*External fraud and known parties/External fraud unknown perpetrators | |
| 10/23/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Unlock the Power of AI with Copilot in Excel (Webinar) (25WX-3398)25WX-3398 | *Introduction to Copilot in Excel*Automating Tasks and Enhancing Productivity*Advanced Data Insights with Copilot | |
| 10/28/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New CPAxPACK Bundle: Monthly Federal Tax Updates -- Stay Informed on Tax! (Webinar) (25WX-3513)25WX-3513 | *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 | |
| 11/3/2025 | 8 a.m. - 4 p.m. | Online | 24 CPE (24 tech, 0 non-tech) | |
| New How to Audit Inventory (Webinar) (25WX-3355)25WX-3355 | *Auditing Inventory*Related audit assertions, risks, and threats to inventory*Substantive auditing procedures that staff should perform | |
| 10/24/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Governmental GAAP Update: Navigating GASB Standards (Webinar) (25WX-3602)25WX-3602 | *New GASB standards: GASB 100, Accounting Changes and Error Corrections*GASB 101, Compensated Absences*Practical case studies | |
| 11/7/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Managerial Accounting: Your Prescription for Better Decisions (Webinar) (25WX-3272)25WX-3272 | *Target profit and break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis*Budgeting | |
| 10/20/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Managing Current Fraud Trends in a Shifting Environment (Webinar) (25WX-3264)25WX-3264 | *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 | |
| 10/20/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Tax Implications of Retirement Plan Distributions (Webinar) (25WX-3600)25WX-3600 | *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 | |
| 11/7/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Complete Guide to Analyze Data with Excel PivotTables (Webinar) (25WX-3371)25WX-3371 | *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 | |
| 10/24/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Current Not-for-Profit Fraud Trends (Webinar) (25WX-3348)25WX-3348 | *Best practices for fraud prevention and detection*Common fraud schemes in not-for-profit 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! | |
| 10/23/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New A&A Update for Not-for-Profits and Single Audit (Webinar) (25WX-3466)25WX-3466 | *Current impacts of accounting and financial reporting on not-for-profit entities*Recently released FASB standards that impact not-for-profit 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 not-for-profits | |
| 10/31/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Yellow Book Update (Webinar) (25WX-3577)25WX-3577 | *Yellow Book engagements*Independence requirements in GAGAS*Quality management in Yellow Book*Common deficiencies found in Yellow Book engagements | |
| 11/6/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Basic Individual Taxation Course (Webinar) (25WX-3442)25WX-3442 | *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 | |
| 10/30/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The CFO Who Went to Prison (Webinar) (25WX-3174)25WX-3174 | *The importance of valuesIdentifying success*Ethical dilemmas*Mitigation strategies*Creating tools to help make better decisions*Personal accountability strategies | |
| 10/14/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Ethics Based Leadership for Women (Webinar) (25WX-3070)25WX-3070 | *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 | |
| 10/7/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Beyond the Basics: Financial Ratios You Might Be Overlooking (Webinar) (25WX-3222)25WX-3222 | *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 | |
| 10/16/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Tactics to Find Work-Life Balance in a Complex World (Webinar) (25WX-3363)25WX-3363 | *How to get more out of one's work*How to achieve greater balance between today's ever more demanding and complex demands of work without losing sight of what is important in daily routines*Example of how to develop and be challenged by your own personal bucket list | |
| 10/24/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Take Command of Your Time (Webinar) (25WX-5199)25WX-5199 | *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) | |
| 2/11/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Talk This Way: Communication Skills for the CPA (Webinar) (25WX-5219)25WX-5219 | *Pervasive best practices for effective communication*Specific strategies for written materials*Unique considerations for verbal presentations*The importance of recursive revision*Tips for success*Pitfalls to avoid | |
| 2/12/2026 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Take Command of Your Time (Webinar) (25WX-4769)25WX-4769 | *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) | |
| 1/16/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Take Command of Your Time (Webinar) (25WX-5519)25WX-5519 | *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) | |
| 2/27/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Talk This Way: Communication Skills for the CPA (Webinar) (25WX-5906)25WX-5906 | *Pervasive best practices for effective communication*Specific strategies for written materials*Unique considerations for verbal presentations*The importance of recursive revision*Tips for success*Pitfalls to avoid | |
| 3/24/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Talk This Way: Communication Skills for the CPA (Webinar) (25WX-5648)25WX-5648 | *Pervasive best practices for effective communication*Specific strategies for written materials*Unique considerations for verbal presentations*The importance of recursive revision*Tips for success*Pitfalls to avoid | |
| 3/9/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Take Command of Your Time (Webinar) (25WX-5962)25WX-5962 | *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) | |
| 3/26/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Take Command of Your Time (Webinar) (25WX-4513)25WX-4513 | *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) | |
| 1/2/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Take Command of Your Time (Webinar) (25WX-4315)25WX-4315 | *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) | |
| 12/18/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Talk This Way: Communication Skills for the CPA (Webinar) (25WX-5454)25WX-5454 | *Pervasive best practices for effective communication*Specific strategies for written materials*Unique considerations for verbal presentations*The importance of recursive revision*Tips for success*Pitfalls to avoid | |
| 2/25/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Take Command of Your Time (Webinar) (25WX-5728)25WX-5728 | *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) | |
| 3/12/2026 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Talk This Way: Communication Skills for the CPA (Webinar) (25WX-4309)25WX-4309 | *Pervasive best practices for effective communication*Specific strategies for written materials*Unique considerations for verbal presentations*The importance of recursive revision*Tips for success*Pitfalls to avoid | |
| 12/18/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Talk This Way: Communication Skills for the CPA (Webinar) (25WX-4484)25WX-4484 | *Pervasive best practices for effective communication*Specific strategies for written materials*Unique considerations for verbal presentations*The importance of recursive revision*Tips for success*Pitfalls to avoid | |
| 12/31/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Take Command of Your Time (Webinar) (25WX-4985)25WX-4985 | *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) | |
| 1/29/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Talk This Way: Communication Skills for the CPA (Webinar) (25WX-4924)25WX-4924 | *Pervasive best practices for effective communication*Specific strategies for written materials*Unique considerations for verbal presentations*The importance of recursive revision*Tips for success*Pitfalls to avoid | |
| 1/27/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Talk This Way: Communication Skills for the CPA (Webinar) (25WX-4712)25WX-4712 | *Pervasive best practices for effective communication*Specific strategies for written materials*Unique considerations for verbal presentations*The importance of recursive revision*Tips for success*Pitfalls to avoid | |
| 1/14/2026 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| K2's Case Studies in Fraud and Technology Controls (Webinar) (25SR-P023)25SR-P023 | *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 | |
| 7/30/2025 | 1 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's Best Word, Outlook and PowerPoint Features (Webinar) (25SR-P019)25SR-P019 | *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 | |
| 7/17/2025 | 1 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Monthly Tax Update with Ed Zollars (Webinar) (25WM-0022)25WM-0022 | *To be announced | |
| 12/16/2025 | 10 - 11:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Microsoft 365/Office 365: All the Things You Need to Know (Webinar) (25SR-P040)25SR-P040 | *Microsoft 365/Office 365 subscription model
*365-based apps and services
*Teams as a primary collaboration tool
*Microsoft 365/Office 365 subscription features and services | |
| 12/16/2025 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Construction Industry Accounting, Financial Reporting and Contract WIP (Webinar) (25SR-P026)25SR-P026 | *Construction industry overview including current trends, developments and data
*Review of construction GAAP principles and clarification of ASC 606
*Financial reporting, and disclosure requirements for contractors including statement footnotes and supplemental disclosures for contract WIP, claims, joint ventures, warranties and backlog
*Contract WIP schedules and analytical procedures
*Contract job costing and indirect cost allocations | |
| 8/21/2025 | 8 - 11:45 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 2025 Nonprofit Series: Why People Make Unethical Decisions - A Deep Dive into Biases, Pressures and Situational Factors (Webinar) (25WM-P004)25WM-P004 | *The behavioral ethics concepts
*Situational factors on how fraud occurs in organizations
*School district fraud
*Examples of when financial professionals committed fraud or unethical acts
*Case study involving Tyco's CEO
*Learn the four steps to acting ethically
*Nonprofit case study: Full Disclosure: Manipulating Donors
| |
| 10/23/2025 | 9 - 10:40 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Monthly Tax Update with Ed Zollars (Webinar) (25WM-0021)25WM-0021 | *To be announced | |
| 11/20/2025 | 10 - 11:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Advanced QuickBooks Tips and Techniques (Webinar) (25SR-P022)25SR-P022 | *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
*Effective inventory management working with QuickBooks and QuickBooks Online | |
| 7/30/2025 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| K2's Excel Essentials for Staff Accountants (Webinar) (25SR-P038)25SR-P038 | *Best practices for creating and working with Excel workbooks
*Using Excel functions when creating formulas
*PivotTables in modern reporting environments
*Best practices for formatting your workbooks | |
| 12/9/2025 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Understanding the Form 990 and its Preparation Prerequisites (Webinar) (25WM-0017)25WM-0017 | *Overview of Form 990's structure and purpose
*Goals behind the core forms and schedules
*Triggers for Form 990 schedules
*Reporting requirements in Part VII-A, including trustees, directors, officers, key employees and the five highest-paid employees, with some categories based on their compensation levels
*Key definitions and glossary terms, including family member, business relationship, independence
*Governance and board member considerations
*Data collection and reporting
*Public relations and stakeholder communication | |
| 9/18/2025 | 1 - 2:40 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Staff Training: Semi-Senior (In-person) (25SR-0020)25SR-0020 | *Guidance for satisfying client and firm needs
*Analytical procedures
*Conducting small audits
*Performing review service engagements
*Drafting financial statements and footnotes
*Corporate tax issues and problem-solving
*Hands-on case study practice with real-life scenarios | |
| 11/10/2025 | 8 a.m. - 4:30 p.m. | Bloomington, MN | 24 CPE (20.4 tech, 3.6 non-tech) | |
| K2's Microsoft Teams (Webinar) (25SR-P020)25SR-P020 | *Teams platform
*Communication and collaboration in Teams
*Applications and services in Teams
*Teams extension to individuals outside your organization | |
| 7/29/2025 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Navigating the AI Frontier Series: The Big Picture for CPAs (Webinar) (25WM-P007)25WM-P007 | *Overview of AI and its evolution in business
*Deep dive into generative AI and its applications
*Impact of AI on accounting, tax and finance sectors
*Future trends and opportunities for CPAs
* Preparing for the AI-driven business environment | |
| 10/24/2025 | 9 - 10:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 2025 Nonprofit Series - Bundle (Webinar) (25WM-P001)25WM-P001 | *Webinar 1: Form 990-T
*Webinar 2: Strengthening Your Nonprofit's Financial Health
*Webinar 3: Why People Make Unethical Decisions
*Webinar 4: Nonprofit Accounting and Auditing Update
| |
| 9/11/2025 | 9 - 10:40 a.m. | Online | 8 CPE (6 tech, 2 non-tech) | 2 Ethics |
| K2's Excel Charting and Visualizations (Webinar) (25SR-P018)25SR-P018 | *The best types of visualizations to use in specific situations
*Compelling visualizations using Excel
*Interactive Excel-based visualizations | |
| 7/17/2025 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| K2's Ethics and Technology (Webinar) (25SR-P034)25SR-P034 | *Differences between ethics, morals and laws
*Key technology issues impacting ethical behavior in businesses
*Ethical conflicts precipitated by modern technologies | |
| 10/28/2025 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| Select Estate and Life Planning Issues for the Middle-Income Client (Webinar) (25SR-0017)25SR-0017 | *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 necessary 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 | |
| 10/22/2025 | 1 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (In-person) (25SR-ZD02)25SR-ZD02 | *Congressional budget reconciliation process*President Trump's tax proposals -- 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, permanent extension of select TCJA provisions*Potential expiration of select TCJA provisions*Tariff policy and implementation *Digital assets and tax implications -- Form 1099-DA for reporting digital asset transactions, IRS guidance on cryptocurrencies, NFTs, and broker responsibilities*Artificial intelligence -- within tax practices, how the IRS is leveraging AI to enhance audit selection*Form 1099-K reporting requirements*Sale of Passthrough Entity Interests and Net Investment Income Tax*The Gig Economy -- Independent Contractor vs. Employee classification challenges, reporting responsibilities, 2024 Department of Labor Final Rule on worker status*Practice aids covering inflation-adjusted tax thresholds, mileage rates and contribution limits*Advanced reporting issues and planning opportunities relevant to current tax practice | |
| 12/9/2025 | 8:30 a.m. - 4:30 p.m. | Duluth, MN | 8 CPE (8 tech, 0 non-tech) | |
| Federal Tax Update: Individual and Business Current Developments (Livestream) (25SR-0026)25SR-0026 | *Federal income tax laws affecting individuals, corporations, partnerships, LLCs and LLPs
*Legislative and IRS updates, including the One Big Beautiful Bill Act, IRS guidance, TCJA provisions expiring after 2025
*Tax changes and compliance tied to tax forms, schedules and major tax changes
*Business tax provisions including the 20% QBI deduction, NOL changes, business loss limitations, depreciation, accounting methods, retirement plans and fringe benefits and entertainment expenses
*Tax rates and calculations for individuals and businesses, including capital gains, self-employment tax, AMT and the 3.8% net investment income tax
*Individual tax provisions, including filing status, exemptions, deductions, income adjustments, and tax credits
*Updates to IRAs and new final RMD regulations
*IRS audit and compliance issues, including basis and at-risk limitations, passive activity losses, real estate professionals, and self-employment tax concerns | |
| 1/13/2026 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's Technology Update (Webinar) (25SR-P037)25SR-P037 | *Developments in hardware and software*Options for communicating and collaborating more effectively*Addressing cybersecurity issues | |
| 10/29/2025 | 1 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Staff Training: Basic (In-person) (25SR-0024)25SR-0024 | *Role of new staff
*Audit objectives and major steps in the audit process
*Accounting data analytics
*Working paper techniques and cash
*Analytical procedures
*Compilations and reviews
*Auditing and reviewing selected accounts
*Hands-on case study practice with real-life scenarios
*Common mistakes for new staff -- and how to avoid them
*Hands-on case study practice with real-life scenarios | |
| 1/7/2026 | 8 a.m. - 4:30 p.m. | Bloomington, MN | 16 CPE (15 tech, 1 non-tech) | |
| K2's Artificial Intelligence for Accounting and Financial Professionals (Webinar) (25SR-P044)25SR-P044 | *AI applications in accounting and finance
*AI features in everyday tools
*Embracing the future: AI's impact on finance and accounting | |
| 12/30/2025 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| K2's Business Intelligence, Featuring Microsoft's Power BI Tools (Webinar) (25SR-P028)25SR-P028 | *The importance of Business Intelligence in today's business climate
*Differentiating between Power BI licensing options
*A hands-on approach to creating effective Power BI reports and dashboards | |
| 9/15/2025 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Understanding the "Most Common" Form 990 Schedules: A, B & O (Webinar) (25WM-0018)25WM-0018 | *Benefits of public charity classification
*Public Support Tests
*Preparation tasks of Schedule B and related worksheets, including donor disclosure
*Governance and public relations impact
*Board review and compliance
*Management company disclosures | |
| 9/24/2025 | 1 - 3:15 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
| Preparing Individual Tax Returns for New Staff and Paraprofessionals (In-person) (25SR-0027)25SR-0027 | *New and expanded energy credits under the Inflation Reduction Act (IRA)
*Preparation of various Form 1040 individual tax returns and schedules; provided answers include "filled-in" forms
* Form 7203
* 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 -- Form 4797 and depreciation recapture; capital gains
*Passive loss rules
*Itemized deductions --what's deductible and what's not
*Interest deductions -- limitations and timing problems
*IRS stance on subsitituing charitable contributions for taxes
*Retirement contributions and education credits and deductions
*Tax computations -- The Kiddie Tax, AMT, regular tax, tax credits
*Impact of recent legislation and forms changes on the 1040 | |
| 1/15/2026 | 8:30 a.m. - 4:30 p.m. | Bloomington, MN | 8 CPE (8 tech, 0 non-tech) | |
| K2's Top PDF Features You Should Know (Webinar) (25SR-P035)25SR-P035 | *Best practices for creating, editing, and managing PDFs*The process for creating and distributing PDF forms*Integrating PDFs with other applications*Securing your PDFs | |
| 10/28/2025 | 1 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Monthly Tax Update with Ed Zollars - Fall/Winter Bundle (Webinar) (25WM-0019)25WM-0019 | *Webinar 1: Topic TBA -- Oct. 27, 10-11:40 a.m.
*Webinar 2: Topic TBA -- Nov. 20, 10-11:40 a.m.
*Webinar 3: Topic TBA -- Dec. 16, 10-11:40 a.m.
*Webinar 4: Topic TBA -- Jan. 20, 10-11:40 a.m. | |
| 10/27/2025 | 10 - 11:40 a.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 2025 Nonprofit Series: Nonprofit Accounting and Auditing Update (Webinar) (25WM-P005)25WM-P005 | *Updates on FASB standards impacting nonprofit financial statements
*Key changes in auditing standards and their effects on nonprofit audits
*Financial statement presentation and compliance considerations
*Common nonprofit audit deficiencies and risk areas
*Best practices for nonprofit financial management and audit preparation | |
| 10/29/2025 | 9 - 10:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Understanding Partnership Taxation: Types of Basis, Contributions and Distributions (Webinar) (25SR-0019)25SR-0019 | *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 | |
| 10/23/2025 | 1 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Taxation of Partnership Distributions and Sales of Partnership Interests (Webinar) (25SR-0016)25SR-0016 | *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 | |
| 10/22/2025 | 8:30 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Navigating the AI Frontier Series: Mastering Microsoft Copilot for CPAs (Webinar) (25WM-P009)25WM-P009 | *Overview of Microsoft 365 Copilot features
*Automating tasks with AI assistance
*Enhancing content creation and data analysis
*Collaboration tools powered by AI
*Best practices for maximizing Copilot's benefits | |
| 12/5/2025 | 9 - 10:40 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| K2's Technology for CPAs: Don't Get Left Behind (Webinar) (25SR-P032)25SR-P032 | *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 | |
| 9/19/2025 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| K2's Excel Tips, Tricks and Techniques for Accountants (Webinar) (25SR-P025)25SR-P025 | *Data formatting
*Excel customization
*Efficiency and productivity when using Excel
*Excel formulas and calculations
*Data linking and management | |
| 8/20/2025 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
Featured
Monthly Tax Update with Ed Zollars: One Big Beautiful Bill -- The Essentials (Webinar) (25WM-0004)25WM-0004 | *Expiring TCJA provisions that have been made permanent
*Retroactive restoration of expensing of domestic research and experimental expenditures, return to 100% bonus depreciation and liberalizing the ATI calculation for Section 163(j)
*The deductions for certain tips and overtime pay, the special deduction for those over age 65, and the deduction for interest paid on loans to finance the purchase of certain new vehicles
*The end for various energy related tax incentives, including the September 30 termination of credits for purchases of clean vehicles | |
| 7/21/2025 | 10 - 11:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 2025 Nonprofit Series: Form 990-T: Exploring the Good, the Bad and the Ugly of Unrelated Business Income Taxation (Webinar) (25WM-P002)25WM-P002 | *Overview of unrelated business income tax (UBIT) and Form 990-T filing triggers
*Statutory exclusions from UBIT
*Post-TCJA rules for identifying and grouping separate trades or businesses
*Partnership income considerations and categorization for UBIT
*Investment income complications and reporting challenges
*Practical insights from recent IRS guidance on UBIT
*Compliance tips and workflow recommendations for nonprofit tax professionals
| |
| 9/11/2025 | 9 - 10:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Featured
Farm Tax Update (Webinar) (25SR-0014)25SR-0014 | *Federal income tax law changes and their effects on agriculture, including One Big Beautiful Bill (OBBB)
*Strategies for handling land spread across multiple entities and ownership
*Inflation Reduction Act planning considerations, including how REAP grants and solar credits interact
*SECURE 2.0 Act implications
*Impacts of recent court cases and IRS rulings on farmers and ranchers
*Estate planning for farmers including the benefit of SWAP powers in Grantor Trusts
*Section 1245 Real Property Tax Deferred Exchanges
*Real-world examples relevant to small and mid-sized farm operations | |
| 8/6/2025 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Monthly Tax Update with Ed Zollars (Webinar) (25WM-0005)25WM-0005 | *To be announced | |
| 8/18/2025 | 10 - 11:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Maximizing Your Social Security Benefits (Webinar) (25SR-0018)25SR-0018 | *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? | |
| 10/23/2025 | 8:30 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Navigating the AI Frontier Series: Ethical AI Practices for CPAs - Ensuring Responsible Use (Webinar) (25WM-P010)25WM-P010 | *Understanding ethical implications of AI
*Data privacy and security considerations
*Compliance with regulations and professional standards
*Developing ethical AI policies and procedures | |
| 12/19/2025 | 9 - 10:40 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Federal Tax Update: Individuals (Form 1040) (Webinar) (25SR-0023)25SR-0023 | *Federal income tax laws affecting individuals
*Legislative and IRS updates.
*Recent tax legislation, including the One Big Beautiful Bill Act and TCJA provisions expiring or being extended after 2025
*Business-related tax provisions, including QBI deduction, business loss limitations, depreciation and other provisions for sole proprietors and pass-through entities
*Tax rates and calculations, including income tax rates, capital gains tax rates, self-employment tax, AMT and the 3.8% net investment income tax
*Individual tax provisions, including filing status, personal exemptions, itemized deductions, income exclusions, adjustments and tax credits like the child tax credit
*Retirement account changes and RMD regulations
*Updates to Form 1040 and related schedules | |
| 12/17/2025 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Minnesota Estate Tax: Filing Rules, Planning Ideas and Form M706 (Webinar) (25WM-0016)25WM-0016 | *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 | |
| 8/5/2025 | 10 - 11:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Monthly Tax Update with Ed Zollars (Webinar) (25WM-0020)25WM-0020 | *To be announced | |
| 10/27/2025 | 10 - 11:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (In-person) (25SR-ZM01)25SR-ZM01 | *Congressional budget reconciliation process*President Trump's tax proposals -- 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, permanent extension of select TCJA provisions*Potential expiration of select TCJA provisions*Tariff policy and implementation *Digital assets and tax implications -- Form 1099-DA for reporting digital asset transactions, IRS guidance on cryptocurrencies, NFTs, and broker responsibilities*Artificial intelligence -- within tax practices, how the IRS is leveraging AI to enhance audit selection*Form 1099-K reporting requirements*Sale of Passthrough Entity Interests and Net Investment Income Tax*The Gig Economy -- Independent Contractor vs. Employee classification challenges, reporting responsibilities, 2024 Department of Labor Final Rule on worker status*Practice aids covering inflation-adjusted tax thresholds, mileage rates and contribution limits*Advanced reporting issues and planning opportunities relevant to current tax practice | |
| 12/11/2025 | 8:30 a.m. - 4:30 p.m. | Alexandria, MN | 8 CPE (8 tech, 0 non-tech) | |
| 2025 Federal Tax Update: Individuals and Business (Webinar) (25SR-0021)25SR-0021 | *Important new tax cases.
*Common circumstances that result in S Corporation terminations (including how to fix mistakes)
*Developments in the partnership and S Corporation areas
*Legislative update, including Tax Cuts and Jobs Act extension
*New administrative releases including revenue rulings, revenue procedures and notices | |
| 12/3/2025 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 2025 Nonprofit Series: Avoiding Pitfalls - Strengthening Your Nonprofit's Financial Health (Webinar) (25WM-P003)25WM-P003 | *Key indicators of nonprofit financial health
*Common red flags in nonprofit financial management
*Role of KPIs in strategic financial decisions
*Data reporting practices for greater transparency
*Approaches to revenue diversification and sustainability
*Lessons from real-world nonprofit case studies | |
| 9/29/2025 | 9 - 10:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Monthly Tax Update with Ed Zollars (Webinar) (25WM-0023)25WM-0023 | *To be announced | |
| 1/20/2026 | 10 - 11:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Artificial Intelligence for Accounting and Financial Professionals (Webinar) (25SR-P021)25SR-P021 | *AI applications in accounting and finance
*AI features in everyday tools
*Embracing the future: AI's impact on finance and accounting | |
| 7/29/2025 | 1 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| K2's Next Generation Excel Reporting (Webinar) (25SR-P041)25SR-P041 | *Traditional reporting process weaknesses
*Leading-edge Excel features for improved reporting
*Power Query solutions for common reporting challenges
*Excel-based reports Slicers and Timelines | |
| 12/17/2025 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's Small Business Internal Controls, Security and Fraud Prevention and Detection (Webinar) (25SR-P030)25SR-P030 | *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
*Need for application controls and general controls | |
| 9/17/2025 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's Technology for CPAs: Don't Get Left Behind (Webinar) (25SR-P039)25SR-P039 | *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 | |
| 12/10/2025 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| K2's Ethics and Technology (Webinar) (25SR-P045)25SR-P045 | *Differences between ethics, morals and laws
*Key technology issues impacting ethical behavior in businesses
*Ethical conflicts precipitated by modern technologies | |
| 12/30/2025 | 1 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| K2's Excel PivotTables for Accountants (Webinar) (25SR-P043)25SR-P043 | *PivotTable fundamentals
*Formatting PivotTables
*Advanced PivotTable techniques and options
*Analytical techniques available in PivotTables | |
| 12/29/2025 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| New Navigating the AI Frontier Series: Generative AI in Practice - Boost Efficiency & Profitability (Webinar) (25WM-P008)25WM-P008 | *Implementing AI for accounting automation
*Enhancing auditing processes with AI tools
*AI applications in tax compliance
*Leveraging AI for business advisory services | |
| 11/21/2025 | 9 - 10:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Case Studies in Fraud and Technology Controls (Webinar) (25SR-P029)25SR-P029 | *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 | |
| 9/16/2025 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Annual Accounting and Auditing Update (In-person) (25SR-ZW01)25SR-ZW01 | *FASB Accounting Standards Updates
*PCC Update
*FASB Technical Agenda
*Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures
*SQMS 1, SQMS 2 and SQMS 3
*Post-Implementation Review Report for revenue recognition under ASC 606 and best practices in applying ASC606
*Fraud case studies
*Recently issued SASs and other AICPA activity
*Recently issued PCAOB standards and SEC rulemaking activities | |
| 10/27/2025 | 8:30 a.m. - 4:30 p.m. | Willmar, MN | 8 CPE (8 tech, 0 non-tech) | |
| New Navigating the AI Frontier Series - Bundle (Webinar) (25WM-P006)25WM-P006 | *Webinar 1: The Big Picture for CPAs -- Oct. 24, 9 - 10:40 a.m.
*Webinar 2: Generative AI in Practice - Boost Efficiency and Profitability -- Nov. 21, 9 - 10:40 a.m.
*Webinar 3: Mastering Microsoft Copilot for CPAs -- Dec. 5, 9 - 10:40 a.m.
*Webinar 4: Ethical AI Practices for CPAs - Ensuring Responsible Use -- Dec. 19, 9 - 10:40 a.m. | |
| 10/24/2025 | 9 - 10:40 a.m. | Online | 8 CPE (4 tech, 4 non-tech) | 2 Ethics |
Featured
Staff Training: Beginning-in-Charge (In-person) (25SR-0015)25SR-0015 | *What is expected of the in-charge
*Engagement planning
*Assessing risk and materiality
*AI for Accountants
*Guidance for meeting clients' needs
*Completing engagements and sidestepping common engagement wrap-up problems
*Reviewing assistants' work
*Supervision, motivation and management best practices
*Hands-on case study practice with real-life scenarios | |
| 8/11/2025 | 8 a.m. - 4:30 p.m. | Bloomington, MN | 24 CPE (19.8 tech, 4.2 non-tech) | |
| K2's Accountant's Guide to QuickBooks Online (Webinar) (25SR-P042)25SR-P042 | *QBO subscription and licensing options
*Routine and non-routine transactions in QBO
*Importing and exporting data to/from QBO
*Effective report creation
*Third-party applications with QBO
*QBO report and data issues | |
| 12/18/2025 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| K2's Excel Essentials for Staff Accountants (Webinar) (25SR-P024)25SR-P024 | *Best practices for creating and working with Excel workbooks
*Using Excel functions when creating formulas
*PivotTables in modern reporting environments
*Best practices for formatting your workbooks | |
| 8/19/2025 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| K2's Accountant's Guide to QuickBooks Online (Webinar) (25SR-P031)25SR-P031 | *QBO subscription and licensing options
*Routine and non-routine transactions in QBO
*Importing and exporting data to/from QBO
*Effective report creation
*Third-party applications with QBO
*QBO report and data issues | |
| 9/18/2025 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| The Best Federal Tax Update Course by Surgent (In-person) (25SR-ZS01)25SR-ZS01 | *Congressional budget reconciliation process*President Trump's tax proposals -- 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, permanent extension of select TCJA provisions*Potential expiration of select TCJA provisions*Tariff policy and implementation *Digital assets and tax implications -- Form 1099-DA for reporting digital asset transactions, IRS guidance on cryptocurrencies, NFTs, and broker responsibilities*Artificial intelligence -- within tax practices, how the IRS is leveraging AI to enhance audit selection*Form 1099-K reporting requirements*Sale of Passthrough Entity Interests and Net Investment Income Tax*The Gig Economy -- Independent Contractor vs. Employee classification challenges, reporting responsibilities, 2024 Department of Labor Final Rule on worker status*Practice aids covering inflation-adjusted tax thresholds, mileage rates and contribution limits*Advanced reporting issues and planning opportunities relevant to current tax practice | |
| 11/4/2025 | 8:30 a.m. - 4:30 p.m. | Mankato, MN | 8 CPE (8 tech, 0 non-tech) | |
| Federal Tax Update: Individual and Business Current Developments (In-person) (25SR-0025)25SR-0025 | *Federal income tax laws affecting individuals, corporations, partnerships, LLCs and LLPs
*Legislative and IRS updates, including the One Big Beautiful Bill Act, IRS guidance, TCJA provisions expiring after 2025
*Tax changes and compliance tied to tax forms, schedules and major tax changes
*Business tax provisions including the 20% QBI deduction, NOL changes, business loss limitations, depreciation, accounting methods, retirement plans and fringe benefits and entertainment expenses
*Tax rates and calculations for individuals and businesses, including capital gains, self-employment tax, AMT and the 3.8% net investment income tax
*Individual tax provisions, including filing status, exemptions, deductions, income adjustments, and tax credits
*Updates to IRAs and new final RMD regulations
*IRS audit and compliance issues, including basis and at-risk limitations, passive activity losses, real estate professionals, and self-employment tax concerns | |
| 1/13/2026 | 8:30 a.m. - 4:30 p.m. | Bloomington, MN | 8 CPE (8 tech, 0 non-tech) | |
| K2's QuickBooks for Accountants (Webinar) (25SR-P027)25SR-P027 | *New features in QuickBooks Desktop and Online
*Internal controls in QuickBooks-based environments
*Financial and operational reporting
*Best practices for setting up companies | |
| 8/21/2025 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| K2's Better Productivity Through Artificial Intelligence and Automation Tools (Webinar) (25SR-P036)25SR-P036 | *Opportunities to leverage artificial intelligence and automation in business settings
*Risks associated with using AI and automation, including inherent ethical issues
*Pros and cons associated with tools such as ChatGPT, Bard, Power Automate and Zapier | |
| 10/29/2025 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Construction Industry Accounting, Internal Controls, Valuations and Taxation (Webinar) (25SR-P033)25SR-P033 | *Construction industry overview including current trends, developments and data
*Audit and review risks and procedures unique to contractor engagements
*Review of healthy contractor benchmarks, ratios and risk assessment
*Internal control procedures and best practices for contractors including equipment costing, subcontractor management, jobsite reporting, contract claims and bidding/estimating
*Contractor valuations for M&A and ownership continuity planning
*Construction tax methods and strategies -- what every CPA and CFO should know | |
| 10/21/2025 | 8 - 11:45 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Evaluating Evidence and Workpapers: Is It Enough? (Webinar) (25SR-0022)25SR-0022 | *Documentation as a means of audit quality
*Responsibilities of the workpaper reviewer
*Important tips for providing review 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
*SAS 142, Audit Evidence
*Relevance and reliability of audit evidence and sources of evidence
*Evaluation of tests of controls and the sufficiency and appropriateness of evidence obtained | |
| 12/10/2025 | 1 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (25WS-1383)25WS-1383 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, 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*Potential expiration of select TCJA provisions - understand the implications for individual and business taxpayers as key provisions of the TCJA approach sunset dates*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 | |
| 11/4/2025 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Guide to Partner Capital Account Reporting (Webinar) (25WS-0883)25WS-0883 | *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 | |
| 8/29/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Engagement and Client Retention Best Practices (Webinar) (25WS-1165)25WS-1165 | *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 | |
| 10/8/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Stock vs. Asset Acquisitions of C Corporations (Webinar) (25WS-1149)25WS-1149 | *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 | |
| 10/6/2025 | 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) (25WS-1370)25WS-1370 | *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 | |
| 11/3/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Controllership Skills Update: Mergers, Acquisitions and Alliances (Webinar) (25WS-1211)25WS-1211 | *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 | |
| 10/15/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Accountability and Action (Webinar) (25WS-0646)25WS-0646 | *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 | |
| 7/25/2025 | 8 - 11:30 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (25WS-0928)25WS-0928 | *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 | |
| 9/8/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Proven Controls to Steer You Clear of Fraud (Webinar) (25WS-1056)25WS-1056 | *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 | |
| 9/23/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Hiring New Workers and Payroll Taxes (Webinar) (25WS-1009)25WS-1009 | *Form W-4*Form I-9*Form W-9*End-of-year compliance*Payroll tax returns*Unemployment insurance | |
| 9/16/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (25WS-0870)25WS-0870 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, 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*Potential expiration of select TCJA provisions - understand the implications for individual and business taxpayers as key provisions of the TCJA approach sunset dates*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 | |
| 8/28/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Preparing C Corporation Tax Returns for New Staff and Paraprofessionals (Webinar) (25WS-0863)25WS-0863 | *Preparation of a reasonably complicated Form 1120, "U.S. Corporate 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 depreciationrecapture*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! | |
| 8/27/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's The Most Critical Challenges in Governmental Accounting Today (Webinar) (25WS-1441)25WS-1441 | *The implementation of GASB No. 101 on compensated absences*The 2025 application of GASB No. 102 regarding certain risk disclosures*GASB No. 103 addressing improvements to the financial reporting model*Additional recently issued GASB standards and projects | |
| 11/10/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions and Selling Shares (Webinar) (25WS-0625)25WS-0625 | *Making an S corporation election and late filing relief*Disproportionate distributions*Selling S corporation shares*Redemption rules | |
| 7/22/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Essential Depreciation and Expensing Update (Webinar) (25WS-1150)25WS-1150 | *Resolved technical glitches for qualified improvement property*Detailed coverage of Section 179 expense elections and Section 168(k) bonus or additional first-year depreciation -- how to maximize them, definitions, limitations, qualified property, etc.*Sale 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 start-up, 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 | |
| 10/6/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's The Most Critical Challenges in Not-for-Profit Accounting Today (Webinar) (25WS-0786)25WS-0786 | *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 | |
| 8/18/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Auditing 401(k) Plans: Critical Issues and Annual Update (Webinar) (25WS-0900)25WS-0900 | *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 | |
| 9/3/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Employer's Handbook: Health Care, Retirement and Fringe Benefit Tax Issues (Webinar) (25WS-1392)25WS-1392 | *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 | |
| 11/4/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Preparing C Corporation Tax Returns for New Staff and Paraprofessionals (Webinar) (25WS-1981)25WS-1981 | *Preparation of a reasonably complicated Form 1120, "U.S. Corporate 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 depreciationrecapture*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! | |
| 1/14/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's A Guide to Nonqualified Deferred Compensation (Webinar) (25WS-1123)25WS-1123 | *The basics of nonqualified deferred compensation (NQDC)*NQDC compliance*Taxation of NQDC plans*Types of NQDC plans*Financing/funding NQDC plans*Planning strategies | |
| 10/1/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Buying and Selling a Business: Tax and Structuring Overview (Webinar) (25WS-0738)25WS-0738 | *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 | |
| 8/8/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's S Corporation Taxation: Advanced Issues (Webinar) (25WS-1324)25WS-1324 | *Detailed rules governing basis in the shareholder's debt and stock*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 | |
| 10/28/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Tax Research (Webinar) (25WS-0899)25WS-0899 | *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 | |
| 9/2/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Incredible Leadership Transformations in Accounting - Ways to Improve Leadership and Communication (Webinar) (25WS-1140)25WS-1140 | *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 | |
| 10/3/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Ins and Outs of Health Savings Accounts (Webinar) (25WS-1174)25WS-1174 | *Benefits of an HSA*How an employer sets up an HSA*How individuals qualify to set up an HSA*High deductible health plans and how they relate to an HSA*Eligible medical expenditures*Annual contributions to an HSA*Importance of enrollment in Medicare*Qualified HSA funding distribution | |
| 10/9/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Inventory Management, Control and Analysis: Best-in-Class Tools to Achieve Success (Webinar) (25WS-1284)25WS-1284 | *Inventory management vs. inventory control*Inventory analysis methods and KPIs*Top inventory management trends*Inventory analysis: methods and KPIs*Inventory management trends for retailers*Inventory management and supply chain management*Top trends in warehouse management*Supply chain inventory optimization | |
| 10/23/2025 | 12 - 3:30 p.m. | Online | 4 CPE (2 tech, 2 non-tech) | |
| Surgent's Preparing Individual Tax Returns for New Staff and Paraprofessionals (Webinar) (25WS-1938)25WS-1938 | *New and expanded energy credits under the Inflation Reduction Act (IRA)*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 | |
| 1/8/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Applying the Yellow Book to a Financial Statement Audit (Webinar) (25WS-1184)25WS-1184 | *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 | |
| 10/10/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (25WS-0654)25WS-0654 | *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 | |
| 7/26/2025 | 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) (25WS-1452)25WS-1452 | *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 | |
| 11/11/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| Surgent's Partnership and LLC Core Tax Issues From Formation Through Liquidation (Webinar) (25WS-1249)25WS-1249 | *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 | |
| 10/20/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Preparing Individual Tax Returns for New Staff and Paraprofessionals (Webinar) (25WS-1888)25WS-1888 | *New and expanded energy credits under the Inflation Reduction Act (IRA)*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 | |
| 12/30/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Workplace Harassment: How to Prevent Harassment and Reduce Liability Risks in Today's Changing Environment (Webinar) (25WS-1366)25WS-1366 | *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 | |
| 10/31/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Top Individual Tax Planning Strategies (Webinar) (25WS-1112)25WS-1112 | *New Clean Vehicles (CV) and the Clean Vehicle Credit*What the CV seller must provide to the buyer*Credit for previously owned CVs*Energy efficient home improvement credit*Increase in age for required beginning date for RMDs*Reduction in excise tax on RMD failures*Indexing IRA catch-up limit*Higher catch-up limit to apply at age 60, 61, 62 and 63*Withdrawals for certain emergency expenses*Qualifying longevity annuity contracts (QLACs)*One-time election for qualified charitable distribution (QCD) to split-interest entity; increase in QCD limitation | |
| 9/30/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Tax Planning for Rental Real Estate (Webinar) (25WS-0622)25WS-0622 | *Rental activities and passive activities*Material participation*Real estate professional status*Active participation statusDepreciation 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 | |
| 7/22/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's The Complete Guide to Payroll Taxes and 1099 Issues (Webinar) (25WS-1401)25WS-1401 | *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 | |
| 11/5/2025 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients (Webinar) (25WS-0996)25WS-0996 | *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 | |
| 9/15/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Guide to Calculating S Corporation Shareholder Stock and Loan Basis (Webinar) (25WS-0760)25WS-0760 | *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 | |
| 8/13/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Engagement and Client Retention Best Practices (Webinar) (25WS-0955)25WS-0955 | *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 | |
| 9/10/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Technical Individual Practice Issues and Tax Forms for Experienced Practitioners (Webinar) (25WS-1119)25WS-1119 | *What's NEW for this year -- Items all practitioners must know*Form 1040 and Schedules 1 -- 3*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 | |
| 10/1/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Webinar) (25WS-1157)25WS-1157 | *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 | |
| 10/7/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Top Ten Questions from Partnership Clients Regarding the Section 754 Election (Webinar) (25WS-1971)25WS-1971 | *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? | |
| 1/13/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Handling Difficult People (Webinar) (25WS-0687)25WS-0687 | *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 | |
| 8/1/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's The Essential Multistate Tax Update (Webinar) (25WS-1312)25WS-1312 | *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 | |
| 10/27/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Recent Changes in Workplace Regulations: Overtime, Non-compete Agreements and Employee/Independent Contractor (Webinar) (25WS-0632)25WS-0632 | *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 | |
| 7/23/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Anatomy of a Ransomware Event and Incident Response (Webinar) (25WS-1118)25WS-1118 | *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 | |
| 10/1/2025 | 9 - 11 a.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) (25WS-1299)25WS-1299 | *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 | |
| 10/24/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them (Webinar) (25WS-1502)25WS-1502 | *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 | |
| 11/17/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Tax Forms Boot Camp: LLCs, Partnerships and S Corporations (Webinar) (25WS-1327)25WS-1327 | *Compare and contrast 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*Gain a comprehensive understanding of income tax laws for S corporations from eligibility and election to tax return preparation, stock basis, and loss limitation issues*Recognize and properly handle special pass-through items of income and expense*Accurately prepare S corporation returns and reconcile book income to taxable income*Accurately prepare partnership returns and reconcile book income to taxable income*What the transactional method entails and how to report partners' capital accounts under this method*Properly handle the tax treatment of distributions to shareholders, partners, or members*Understand the special restrictions and sanctions for tax year-end selection*Review 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" | |
| 10/28/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's The Most Critical Challenges in Not-for-Profit Accounting Today (Webinar) (25WS-1070)25WS-1070 | *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 | |
| 9/24/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Understanding S Corporation Taxation: Shareholder Basis, AAA and Retained Earnings (Webinar) (25WS-0608)25WS-0608 | *S corporation earnings layers*Observations on earnings layers*S corporation basis calculation*IRC 351 transactions*Four loss tiers*Appreciated property distributions | |
| 7/18/2025 | 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) (25WS-0958)25WS-0958 | *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 | |
| 9/10/2025 | 1 - 3 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) (25WS-1103)25WS-1103 | *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 | |
| 9/29/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Update on the SECURE 2.0 Act (Webinar) (25WS-0626)25WS-0626 | *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 | |
| 7/22/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Managing Millennials (Webinar) (25WS-0642)25WS-0642 | *Understanding who millennials are and what distinguishes them from other sectors of the workforce*Changes millennials seek in the workplace*Suggestions on engaging and developing millennials*Best practices by organizations who have successfully integrated millennials*Expectations as to learning, development and training*Work environments and schedules*School to work transitions*Views on salary, benefits and corporate ethics*Whether millennials' expectations are significantly different from any other generation*Strengths millennials offer which set them apart from others*Common myths pertaining to millennials*Definitions of success | |
| 7/24/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Emotional Intelligence (Webinar) (25WS-1129)25WS-1129 | *Self-awareness*Self-regulation & motivation*Empathy*Managing relationships | |
| 10/2/2025 | 8 - 11:30 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business (Webinar) (25WS-1294)25WS-1294 | *Asset sales and stock sales and their attendant results to buyers and sellers*Section 1060 and using the residual method*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 | |
| 10/24/2025 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's What Tax Practitioners Need to Know About Medicare (Webinar) (25WS-1205)25WS-1205 | *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 | |
| 10/14/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Audits of 401(k) Plans: New Developments and Critical Issues (Webinar) (25WS-1381)25WS-1381 | *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 | |
| 11/4/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Lessons Learned From Recent Accounting Malpractice Actions (Webinar) (25WS-1011)25WS-1011 | *Common instances of accounting malpractice *Current claim trends*Frequent defenses to claims*Statute of limitations*Damages*Claims by practice area | |
| 9/17/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 1 Ethics |
| Surgent's Form 1065 Boot Camp: Step-by-Step Preparation with Completed Forms (Webinar) (25WS-1698)25WS-1698 | *Comprehensive coverage of the Inflation Reduction Act of 2022*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 | |
| 12/10/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Webinar) (25WS-0888)25WS-0888 | *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 | |
| 8/29/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Adapting to Today's Changing Accounting Landscape (Webinar) (25WS-1414)25WS-1414 | *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 | |
| 11/6/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Shades Of Gray: Practicing Before The Internal Revenue Service - Circular 230 - Current State (Webinar) (25WS-0893)25WS-0893 | *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 | |
| 9/2/2025 | 12 - 2 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) (25WS-0740)25WS-0740 | *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 | |
| 8/11/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Ethics for the Industry Accountant (Webinar) (25WS-0895)25WS-0895 | *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 | |
| 9/2/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Surgent's Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs (Webinar) (25WS-0691)25WS-0691 | *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 | |
| 8/1/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's The Essential Multistate Tax Update (Webinar) (25WS-2062)25WS-2062 | *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 | |
| 1/27/2026 | 12 - 3:30 p.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) (25WS-0697)25WS-0697 | *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 | |
| 8/4/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Form 1065 Boot Camp: Step-by-Step Preparation with Completed Forms (Webinar) (25WS-0817)25WS-0817 | *Comprehensive coverage of the Inflation Reduction Act of 2022*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 | |
| 8/21/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Use the Data Model to Build More Powerful PivotTables (Webinar) (25WS-1046)25WS-1046 | *Creating a data model/Power Pivot*Building PivotTables from multiple tables*Creating Measures*Using named sets | |
| 9/22/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Home Office Rules (Webinar) (25WS-1298)25WS-1298 | *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 | |
| 10/24/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (25WS-1027)25WS-1027 | *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 | |
| 9/18/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Form 1065 Boot Camp: Step-by-Step Preparation with Completed Forms (Webinar) (25WS-1329)25WS-1329 | *Comprehensive coverage of the Inflation Reduction Act of 2022*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 | |
| 10/29/2025 | 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) (25WS-1316)25WS-1316 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, 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*Potential expiration of select TCJA provisions - understand the implications for taxpayers as key provisions of the TCJA approach sunset dates*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*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*Form 1099-K reporting requirements*Bonus depreciation*Section 174 Research & Experimental Expenditures -- guidance under Notice 2023-63 and Notice 2024-12*Decentralized Autonomous Organizations (DAOs) | |
| 10/28/2025 | 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) (25WS-0783)25WS-0783 | *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 | |
| 8/18/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (25WS-1143)25WS-1143 | *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 | |
| 10/6/2025 | 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) (25WS-0921)25WS-0921 | *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 | |
| 9/5/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties (Webinar) (25WS-0826)25WS-0826 | *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 | |
| 8/21/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Six Common Barriers to Investment Success (Webinar) (25WS-0647)25WS-0647 | *Availability bias*Herding*Loss aversion*Present bias*Anchoring*Home country bias | |
| 7/25/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Single Auditing Made Simple (Webinar) (25WS-0624)25WS-0624 | *The key requirements and responsibilities related to the schedule of expenditures of federal awards and the determination of major programs*The processes of determining the direct and material compliance requirements, obtaining an understanding of and testing the related internal controls, and performing compliance testing*The development and reporting of findings in the schedule of findings and questioned costs*Additional performance and reporting responsibilities | |
| 7/22/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times (Webinar) (25WS-1400)25WS-1400 | *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 | |
| 11/5/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Home Office Rules (Webinar) (25WS-1078)25WS-1078 | *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 | |
| 9/25/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Depreciation Rules for Bonus and Section 179 Expensing (Webinar) (25WS-0922)25WS-0922 | *President Trump's promise to restore full bonus depreciation effective January 20, 2025*Bonus and Section 179 depreciation rules for 2025*2025 legislative changes that could extend the TCJA depreciation changes for many years or even make them permanent*Possible return of 100% bonus depreciation*What will the depreciation rules be in 2026 and beyond if the TCJA depreciation rules are not extended beyond 2025*Section 179 expensing rules for 2025 and beyond, including how Section 179 applies to business vehicles*2025 rules for vehicle depreciation | |
| 9/5/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Tax Forms Boot Camp: LLCs, Partnerships and S Corporations (Webinar) (25WS-1802)25WS-1802 | *Compare and contrast 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*Gain a comprehensive understanding of income tax laws for S corporations from eligibility and election to tax return preparation, stock basis, and loss limitation issues*Recognize and properly handle special pass-through items of income and expense*Accurately prepare S corporation returns and reconcile book income to taxable income*Accurately prepare partnership returns and reconcile book income to taxable income*What the transactional method entails and how to report partners' capital accounts under this method*Properly handle the tax treatment of distributions to shareholders, partners, or members*Understand the special restrictions and sanctions for tax year-end selection*Review 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" | |
| 12/18/2025 | 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) (25WS-0837)25WS-0837 | *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 | |
| 8/22/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's IRS Tax Examinations and Hot Issues (Webinar) (25WS-0965)25WS-0965 | *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 | |
| 9/11/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Taxation of the Mobile Workforce (Webinar) (25WS-0828)25WS-0828 | *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? | |
| 8/21/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Lessons Learned From Recent Accounting Malpractice Actions (Webinar) (25WS-1160)25WS-1160 | *Common instances of accounting malpractice *Current claim trends*Frequent defenses to claims*Statute of limitations*Damages*Claims by practice area | |
| 10/8/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 1 Ethics |
| Surgent's Preparing Individual Tax Returns for New Staff and Paraprofessionals (Webinar) (25WS-1668)25WS-1668 | *New and expanded energy credits under the Inflation Reduction Act (IRA)*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 | |
| 12/5/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Essential Depreciation and Expensing Update (Webinar) (25WS-0739)25WS-0739 | *Resolved technical glitches for qualified improvement property*Detailed coverage of Section 179 expense elections and Section 168(k) bonus or additional first-year depreciation -- how to maximize them, definitions, limitations, qualified property, etc.*Sale 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 start-up, 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 | |
| 8/8/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Taking Advantage of Installment Sales and Like-Kind Exchanges (Webinar) (25WS-1808)25WS-1808 | *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 | |
| 12/19/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-0881)25WS-0881 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, 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*Potential expiration of select TCJA provisions - understand the implications for individual and business taxpayers as key provisions of the TCJA approach sunset dates*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 transactionsThe 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 | |
| 8/29/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients (Webinar) (25WS-1303)25WS-1303 | *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 | |
| 10/24/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Data Analytics for Accountants and Financial Managers (Webinar) (25WS-1170)25WS-1170 | *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 | |
| 10/9/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's What Tax Practitioners Need to Know About Medicare (Webinar) (25WS-1418)25WS-1418 | *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 | |
| 11/6/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Federal Tax Update (Webinar) (25WS-1013)25WS-1013 | *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*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 9/17/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Hiring New Workers and Payroll Taxes (Webinar) (25WS-1411)25WS-1411 | *Form W-4*Form I-9*Form W-9*End-of-year compliance*Payroll tax returns*Unemployment insurance | |
| 11/5/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Ethical Considerations for the CPA (Webinar) (25WS-1102)25WS-1102 | *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 | |
| 9/29/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Surgent's The Accountant as the Expert Witness (Webinar) (25WS-1301)25WS-1301 | *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 | |
| 10/24/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Advanced Critical Tax Issues for Limited Liability Companies and Partnerships (Webinar) (25WS-1169)25WS-1169 | *Coverage of the Inflation Reduction Act of 2022*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*Distributions: is it just 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 -- Inbound and outbound transactions: what to do with built-in gain or loss property*Partnership losses: when are they deductible? See, in particular, TCJA and CARES override*Material participation rules for LLC members and limited partners: 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 technical termination of partnership provision*Impact of Soroban Capital Partners LP, 161 TC No.12 | |
| 10/9/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Key Current Financial and Economic Issues Facing the Financial Executive (Webinar) (25WS-1132)25WS-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 | |
| 10/2/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Surgent's Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes (Webinar) (25WS-1236)25WS-1236 | *Reasonable compensation*Fringe benefits for S corporation shareholders*Built-in gains tax*Excess passive income tax*Notice 2020-75: PTE elections | |
| 10/17/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Virtual Currency: Keeping Up with the Tax Code (Webinar) (25WS-1133)25WS-1133 | *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 | |
| 10/2/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Tax Planning for Rental Real Estate (Webinar) (25WS-0712)25WS-0712 | *Rental activities and passive activities*Material participation*Real estate professional status*Active participation statusDepreciation 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 | |
| 8/5/2025 | 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) (25WS-0812)25WS-0812 | *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 | |
| 8/20/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Top Business Tax Planning Strategies (Webinar) (25WS-1068)25WS-1068 | *Use of the budget reconciliation process to enact major tax legislation*Whether the Tax Cuts and Jobs Act of 2017 expires after 2025*Elimination of income taxation on tips, Social Security payments, and overtime*Changes in marginal tax rates after 2025, including 15% rate on corporations for domestic manufacturing*Section 163(j) -- deduction limitation based on EBIT rather than EBITDA*Various tariff proposals ranging from 10% to 200%*Reinstatement of 100% bonus depreciation*Changes in research and development expensing*Increased tax-free benefits for commuting, health, and child care | |
| 9/24/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Single Auditing Made Simple (Webinar) (25WS-0782)25WS-0782 | *The key requirements and responsibilities related to the schedule of expenditures of federal awards and the determination of major programs*The processes of determining the direct and material compliance requirements, obtaining an understanding of and testing the related internal controls, and performing compliance testing*The development and reporting of findings in the schedule of findings and questioned costs*Additional performance and reporting responsibilities | |
| 8/15/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs (Webinar) (25WS-1490)25WS-1490 | *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 | |
| 11/14/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Preparing Individual Tax Returns for New Staff and Paraprofessionals (Webinar) (25WS-1407)25WS-1407 | *New and expanded energy credits under the Inflation Reduction Act (IRA)*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 | |
| 11/5/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Managing Millennials (Webinar) (25WS-1183)25WS-1183 | *Understanding who millennials are and what distinguishes them from other sectors of the workforce*Changes millennials seek in the workplace*Suggestions on engaging and developing millennials*Best practices by organizations who have successfully integrated millennials*Expectations as to learning, development and training*Work environments and schedules*School to work transitions*Views on salary, benefits and corporate ethics*Whether millennials' expectations are significantly different from any other generation*Strengths millennials offer which set them apart from others*Common myths pertaining to millennials*Definitions of success | |
| 10/10/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients (Webinar) (25WS-1504)25WS-1504 | *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 | |
| 11/17/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Managing Up the Ladder (Webinar) (25WS-1059)25WS-1059 | *Influence, persuasion, and power*Navigating without position power | |
| 9/23/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's The Most Critical Challenges in Governmental Accounting Today (Webinar) (25WS-0953)25WS-0953 | *The implementation of GASB No. 101 on compensated absences*The 2025 application of GASB No. 102 regarding certain risk disclosures*GASB No. 103 addressing improvements to the financial reporting model*Additional recently issued GASB standards and projects | |
| 9/10/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Schedules K-2 and K-3: Filing Requirements (Webinar) (25WS-0802)25WS-0802 | *Detailed discussion of the domestic filing exception*Filing requirements and exceptions for every part of Schedules K-2 and K-3*Examples based on common client situations encountered in practice | |
| 8/19/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Audits of 401(k) Plans: New Developments and Critical Issues (Webinar) (25WS-1493)25WS-1493 | *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 | |
| 11/17/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (25WS-1450)25WS-1450 | *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 | |
| 11/11/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's S Corporation Core Tax Issues From Formation Through Liquidation (Webinar) (25WS-0713)25WS-0713 | *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? | |
| 8/5/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Guide to the AICPA Quality Management Standards (Webinar) (25WS-1340)25WS-1340 | *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 | |
| 10/30/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Home Office Rules (Webinar) (25WS-1417)25WS-1417 | *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 | |
| 11/6/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Fraud In Single Audits (Webinar) (25WS-1004)25WS-1004 | *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 | |
| 9/16/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Working Remotely: Best Practices, Challenges and Opportunities (Webinar) (25WS-0774)25WS-0774 | *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 | |
| 8/14/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Depreciation Rules for Bonus and Section 179 Expensing (Webinar) (25WS-0696)25WS-0696 | *President Trump's promise to restore full bonus depreciation effective January 20, 2025*Bonus and Section 179 depreciation rules for 2025*2025 legislative changes that could extend the TCJA depreciation changes for many years or even make them permanent*Possible return of 100% bonus depreciation*What will the depreciation rules be in 2026 and beyond if the TCJA depreciation rules are not extended beyond 2025*Section 179 expensing rules for 2025 and beyond, including how Section 179 applies to business vehicles*2025 rules for vehicle depreciation | |
| 8/4/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Essential Depreciation and Expensing Update (Webinar) (25WS-1022)25WS-1022 | *Resolved technical glitches for qualified improvement property*Detailed coverage of Section 179 expense elections and Section 168(k) bonus or additional first-year depreciation -- how to maximize them, definitions, limitations, qualified property, etc.*Sale 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 start-up, 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 | |
| 9/17/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-1331)25WS-1331 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, 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*Potential expiration of select TCJA provisions - understand the implications for individual and business taxpayers as key provisions of the TCJA approach sunset dates*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 transactionsThe 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 | |
| 10/29/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Contract Law for Accounting and Finance Professionals (Webinar) (25WS-1127)25WS-1127 | *Contract formation*The necessary components of an enforceable contract*Common defenses to enforcement*Legal capacity requirements*Contract interpretation | |
| 10/2/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding How the IRS Rewards Whistleblowers (Webinar) (25WS-1290)25WS-1290 | *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 | |
| 10/23/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Nuts & Bolts of Cryptocurrency Taxation (Webinar) (25WS-0764)25WS-0764 | *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? | |
| 8/13/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Tax Forms Boot Camp: LLCs, Partnerships and S Corporations (Webinar) (25WS-1657)25WS-1657 | *Compare and contrast 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*Gain a comprehensive understanding of income tax laws for S corporations from eligibility and election to tax return preparation, stock basis, and loss limitation issues*Recognize and properly handle special pass-through items of income and expense*Accurately prepare S corporation returns and reconcile book income to taxable income*Accurately prepare partnership returns and reconcile book income to taxable income*What the transactional method entails and how to report partners' capital accounts under this method*Properly handle the tax treatment of distributions to shareholders, partners, or members*Understand the special restrictions and sanctions for tax year-end selection*Review 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" | |
| 12/4/2025 | 9 a.m. - 5 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) (25WS-1060)25WS-1060 | *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 | |
| 9/23/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Taking Advantage of Installment Sales (Webinar) (25WS-1664)25WS-1664 | *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? | |
| 12/5/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Navigating Your Client Through the IRS Appeals Process (Webinar) (25WS-1500)25WS-1500 | *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 | |
| 11/17/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Forms 1120-S and 1065 Return Review Boot Camp for New and Experienced Reviewers (Webinar) (25WS-1582)25WS-1582 | *Reviews of portions of error-prone "staff-prepared" Forms 1120-S and 1065 from client-provided information*Be aware of legislative changes*How to reduce input errors. When and how to rely on third-party data import software*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*Overview of new 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*Discussion of more complex transactions included in corporate structures*Multiple checklists of efficient procedures to identify potential issues on an 1120-S or 1065 tax return | |
| 11/25/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Preparing Not-for-Profit Financial Statements (Webinar) (25WS-0977)25WS-0977 | *Key requirements, options, and disclosures related to each of the basic financial statementsThe 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 | |
| 9/12/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (25WS-1367)25WS-1367 | *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 | |
| 11/1/2025 | 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) (25WS-0663)25WS-0663 | *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 | |
| 7/28/2025 | 12 - 2 p.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| Surgent's Weekly Expert Hour (Webinar) (25WS-0879)25WS-0879 | *Each week's topics will change based on the most critical issues affecting financial professionals | |
| 8/28/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Excel Shortcuts for Accountants (Webinar) (25WS-1172)25WS-1172 | *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 | |
| 10/9/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit (Webinar) (25WS-0613)25WS-0613 | *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 | |
| 7/21/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Excel Budgeting Ideas (Webinar) (25WS-0809)25WS-0809 | *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 | |
| 8/20/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Tax Forms Boot Camp: LLCs, Partnerships and S Corporations (Webinar) (25WS-1379)25WS-1379 | *Compare and contrast 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*Gain a comprehensive understanding of income tax laws for S corporations from eligibility and election to tax return preparation, stock basis, and loss limitation issues*Recognize and properly handle special pass-through items of income and expense*Accurately prepare S corporation returns and reconcile book income to taxable income*Accurately prepare partnership returns and reconcile book income to taxable income*What the transactional method entails and how to report partners' capital accounts under this method*Properly handle the tax treatment of distributions to shareholders, partners, or members*Understand the special restrictions and sanctions for tax year-end selection*Review 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" | |
| 11/3/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Preparing C Corporation Tax Returns for New Staff and Paraprofessionals (Webinar) (25WS-1007)25WS-1007 | *Preparation of a reasonably complicated Form 1120, "U.S. Corporate 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 depreciationrecapture*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! | |
| 9/16/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Implementing Subscription Pricing to Your Practice (Webinar) (25WS-1148)25WS-1148 | *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 | |
| 10/6/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Successfully Completing an Estate Tax Return: Form 706 (Webinar) (25WS-1390)25WS-1390 | *Changes to the IRS Form 706*How to successfully navigate the form*The ins and outs of the "portability" rules, including how the rules actually work using common examples*Income tax consequences*How to avoid malpractice traps*Overlooked GST issues | |
| 11/4/2025 | 3 - 5 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) (25WS-1114)25WS-1114 | *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 | |
| 9/30/2025 | 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) (25WS-1159)25WS-1159 | *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 | |
| 10/8/2025 | 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) (25WS-1189)25WS-1189 | *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 | |
| 10/13/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Introduction to Forensic Accounting (Webinar) (25WS-0689)25WS-0689 | *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 | |
| 8/1/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's A Complete Tax Guide to Exit Planning (Webinar) (25WS-1153)25WS-1153 | *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 | |
| 10/7/2025 | 12 - 2 p.m. | Online | 2 CPE (2 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) (25WS-0637)25WS-0637 | *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 | |
| 7/23/2025 | 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) (25WS-0612)25WS-0612 | *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) | |
| 7/21/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area (Webinar) (25WS-0868)25WS-0868 | *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 | |
| 8/27/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Raising Financially Capable Children (Webinar) (25WS-1224)25WS-1224 | *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*Allowances*Earning, work, and entrepreneurship*Spending, saving, and investing*Philanthropy*Taxes*Credit cards, crypto, and financial fraud | |
| 10/16/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Top Ten Questions from Partnership Clients Regarding the Section 754 Election (Webinar) (25WS-1573)25WS-1573 | *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? | |
| 11/24/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Annual Update for Defined Contribution Plans (Webinar) (25WS-0692)25WS-0692 | *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 | |
| 8/1/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's A Complete Guide to Reporting Form 1099-DA (Webinar) (25WS-1088)25WS-1088 | *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 | |
| 9/26/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Virtual Currency: Keeping Up with the Tax Code (Webinar) (25WS-1065)25WS-1065 | *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 | |
| 9/23/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding and Testing Control and Compliance in a Single Audit (Webinar) (25WS-1276)25WS-1276 | *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 | |
| 10/22/2025 | 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) (25WS-0741)25WS-0741 | *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 | |
| 8/11/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Tax Loss Limitations Imposed on Individuals and Pass-through Entities (Webinar) (25WS-2184)25WS-2184 | *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 | |
| 2/17/2026 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Ethics for Tax Professionals (Webinar) (25WS-1152)25WS-1152 | *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? | |
| 10/7/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Government and Nonprofit Frauds and Controls to Stop Them (Webinar) (25WS-1173)25WS-1173 | *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 not-for-profit | |
| 10/9/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Food, Beverage and Entertainment Expensing (Webinar) (25WS-1045)25WS-1045 | *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 | |
| 9/22/2025 | 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) (25WS-0843)25WS-0843 | *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 | |
| 8/25/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Mastering Accounting for Income Taxes (Webinar) (25WS-1053)25WS-1053 | *The sources of deferred tax assets and liabilities*Calculating the deferred tax asset or liability*Reporting income-tax expense and balance sheet items*CARES Act accounting implications*Defining, analyzing, and reporting uncertain tax positions*Classification of deferred tax assets and liabilities*Disclosure requirements*Recent and proposed changes to the accounting and disclosure requirements for income taxes | |
| 9/23/2025 | 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) (25WS-0745)25WS-0745 | *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 | |
| 8/11/2025 | 12 - 2 p.m. | Online | 2 CPE (2 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) (25WS-0961)25WS-0961 | *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 | |
| 9/10/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Form 1040 Return Review Boot Camp for New and Experienced Reviewers (Webinar) (25WS-1717)25WS-1717 | *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 | |
| 12/11/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Mastering the Basics of Inventory Accounting (Webinar) (25WS-1130)25WS-1130 | *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 | |
| 10/2/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Real Estate Taxation: Critical Considerations (Webinar) (25WS-0633)25WS-0633 | *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 | |
| 7/23/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Preparing Not-for-Profit Financial Statements (Webinar) (25WS-0607)25WS-0607 | *Key requirements, options, and disclosures related to each of the basic financial statementsThe 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 | |
| 7/18/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Hiring and Firing of Employees: What You Can and Cannot Do (Webinar) (25WS-1393)25WS-1393 | *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? | |
| 11/4/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's What Tax Practitioners Need to Know About Medicare (Webinar) (25WS-0966)25WS-0966 | *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 | |
| 9/11/2025 | 9 - 11 a.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) (25WS-1180)25WS-1180 | *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 | |
| 10/10/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Successfully Completing a Gift Tax Return: Form 709 (Webinar) (25WS-1485)25WS-1485 | *Taxpayers who do not file gift tax returns but should*The annual exclusion rules for gifts to trusts including required Crummey notices*What should be disclosed on the return for purposes of running the statute of limitations*The reporting of installment sales and split-interest*Valuations and valuation discounts for gifts of closely held businesses*The utilization of Generation Skipping Transfer Tax and the related automatic allocation rules*Reporting the use of a deceased spouse's unused exclusion exemption amount (DSUEA)*A line-by-line explanation of Form 709 | |
| 11/14/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (25WS-1461)25WS-1461 | *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 | |
| 11/12/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Mastering Client Management for Accounting and Finance Professionals (Webinar) (25WS-1386)25WS-1386 | *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 | |
| 11/4/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Real Estate Taxation: Critical Considerations (Webinar) (25WS-0876)25WS-0876 | *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 | |
| 8/28/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Select Estate and Life Planning Issues for the Middle-Income Client (Webinar) (25WS-1206)25WS-1206 | *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 | |
| 10/14/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Taking Advantage of Installment Sales and Like-Kind Exchanges (Webinar) (25WS-0780)25WS-0780 | *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 | |
| 8/15/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-0743)25WS-0743 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, 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*Potential expiration of select TCJA provisions - understand the implications for individual and business taxpayers as key provisions of the TCJA approach sunset dates*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 transactionsThe 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 | |
| 8/11/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Guide to Partner Capital Account Reporting (Webinar) (25WS-1344)25WS-1344 | *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 | |
| 10/30/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Schedules K-2 and K-3: Preparation of Forms (Webinar) (25WS-0861)25WS-0861 | *How to read and complete Parts II and III for Foreign Tax Credit*Practical tips on how to tackle Parts IV and IX for corporate partners*How to correctly fill out Parts X and XIII for foreign partners*Comprehensive examples for operating, real estate rental, and investment partnerships with filled-in sample forms | |
| 8/27/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Basics of Employment Law for Non-HR Professionals (Webinar) (25WS-1404)25WS-1404 | *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 | |
| 11/5/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's International Tax Challenges and Opportunities for U.S. Filers (Webinar) (25WS-1464)25WS-1464 | *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 | |
| 11/12/2025 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Top Business Tax Planning Strategies (Webinar) (25WS-0664)25WS-0664 | *Use of the budget reconciliation process to enact major tax legislation*Whether the Tax Cuts and Jobs Act of 2017 expires after 2025*Elimination of income taxation on tips, Social Security payments, and overtime*Changes in marginal tax rates after 2025, including 15% rate on corporations for domestic manufacturing*Section 163(j) -- deduction limitation based on EBIT rather than EBITDA*Various tariff proposals ranging from 10% to 200%*Reinstatement of 100% bonus depreciation*Changes in research and development expensing*Increased tax-free benefits for commuting, health, and child care | |
| 7/29/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Basics of Employment Law for Non-HR Professionals (Webinar) (25WS-1101)25WS-1101 | *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 | |
| 9/29/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Excel Shortcuts for Accountants (Webinar) (25WS-0799)25WS-0799 | *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 | |
| 8/19/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's A Guide to Nonqualified Deferred Compensation (Webinar) (25WS-0980)25WS-0980 | *The basics of nonqualified deferred compensation (NQDC)*NQDC compliance*Taxation of NQDC plans*Types of NQDC plans*Financing/funding NQDC plans*Planning strategies | |
| 9/12/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments (Webinar) (25WS-1142)25WS-1142 | *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 | |
| 10/6/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Time Management for Professionals (Webinar) (25WS-1476)25WS-1476 | *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 | |
| 11/13/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's The Accounting Leaders' Survival Guide: Strategies for Managing Organizational Change (Webinar) (25WS-0621)25WS-0621 | *Learn the power of flexibility and adaptability*Manage daily changes and stressors*Avoid burnout and achieve work-life balance | |
| 7/22/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area (Webinar) (25WS-1267)25WS-1267 | *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 | |
| 10/21/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (Webinar) (25WS-1307)25WS-1307 | *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 | |
| 10/27/2025 | 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) (25WS-1955)25WS-1955 | *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 | |
| 1/12/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Federal Tax Update (Webinar) (25WS-1217)25WS-1217 | *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*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 10/16/2025 | 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) (25WS-0945)25WS-0945 | *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 | |
| 9/9/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (25WS-1342)25WS-1342 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, 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*Potential expiration of select TCJA provisions - understand the implications for individual and business taxpayers as key provisions of the TCJA approach sunset dates*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 | |
| 10/30/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Managing People Through Motivation (Webinar) (25WS-1139)25WS-1139 | *What it means to engage people; discuss the meaning of motivation by getting to the core of what impacts your employees' productivity*Get your employees charged; find out what makes them tick through examining and understanding some of the classics in motivational theory*Learn how to drill down to what truly motivates your employees*Using the C.A.R.E. model to improve employee motivation through case studies | |
| 10/3/2025 | 8 - 11:30 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Form 1040 Return Review Boot Camp for New and Experienced Reviewers (Webinar) (25WS-1977)25WS-1977 | *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 | |
| 1/14/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (25WS-0604)25WS-0604 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, 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*Potential expiration of select TCJA provisions - understand the implications for taxpayers as key provisions of the TCJA approach sunset dates*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*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*Form 1099-K reporting requirements*Bonus depreciation*Section 174 Research & Experimental Expenditures -- guidance under Notice 2023-63 and Notice 2024-12*Decentralized Autonomous Organizations (DAOs) | |
| 7/18/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Fraud In Single Audits (Webinar) (25WS-1089)25WS-1089 | *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 | |
| 9/26/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's The Most Critical Challenges in Not-for-Profit Accounting Today (Webinar) (25WS-0964)25WS-0964 | *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 | |
| 9/11/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Basic Estate Administration for CPAs and FAs (Webinar) (25WS-1495)25WS-1495 | *Legal principles and definitions*Trust accounting issues*Working closely with legal counsel proactively in the best interest of the client*Property law concepts*Complex community property issues*Filing special forms: Form SS-4, Form 56, Form 4810, and Form 5495*Executor checklist*The basics of filing a Form 1041 for an estate or non-grantor trust*Filing a final Form 709*The basics of filing Form 706*Understanding 706 elections*Understanding Estate Valuations, including GST and portability*Special considerations for IRAs and ERISA plans*When to make Section 454 elections*When to make Section 754 elections*Understanding the fine points of basis*S corp issues*Partnership and LLC considerations*Passive loss carryforwards and estates*Fiscal year elections*65-day election for trusts and estates*Tax aspects of pecuniary and specific bequests | |
| 11/17/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's S Corporation Core Tax Issues From Formation Through Liquidation (Webinar) (25WS-1449)25WS-1449 | *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? | |
| 11/10/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Advanced Critical Tax Issues for Limited Liability Companies and Partnerships (Webinar) (25WS-1745)25WS-1745 | *Coverage of the Inflation Reduction Act of 2022*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*Distributions: is it just 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 -- Inbound and outbound transactions: what to do with built-in gain or loss property*Partnership losses: when are they deductible? See, in particular, TCJA and CARES override*Material participation rules for LLC members and limited partners: 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 technical termination of partnership provision*Impact of Soroban Capital Partners LP, 161 TC No.12 | |
| 12/15/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Tax Research: Intermediate Concepts (Webinar) (25WS-1186)25WS-1186 | *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 | |
| 10/10/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's The Americans with Disabilities Act and the Family and Medical Leave Act (Webinar) (25WS-1278)25WS-1278 | *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 | |
| 10/23/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Understanding and Managing Burnout Among Accounting and Finance Professionals (Webinar) (25WS-0931)25WS-0931 | *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 | |
| 9/8/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Tax Reporting for Executive Compensation (Webinar) (25WS-0630)25WS-0630 | *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 | |
| 7/23/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's International Tax Challenges and Opportunities for U.S. Filers (Webinar) (25WS-1039)25WS-1039 | *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 | |
| 9/19/2025 | 9 a.m. - 12 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Taking Advantage of Installment Sales (Webinar) (25WS-0991)25WS-0991 | *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? | |
| 9/15/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's A Complete Guide to Reporting Form 1099-DA (Webinar) (25WS-0885)25WS-0885 | *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 | |
| 8/29/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-1014)25WS-1014 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, 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*Potential expiration of select TCJA provisions - understand the implications for individual and business taxpayers as key provisions of the TCJA approach sunset dates*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 transactionsThe 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 | |
| 9/17/2025 | 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) (25WS-1295)25WS-1295 | *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 | |
| 10/24/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Guide to the AICPA Quality Management Standards (Webinar) (25WS-1398)25WS-1398 | *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 | |
| 11/5/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Did I Pick the Right Major? Selecting Major Programs in a Single Audit (Webinar) (25WS-0852)25WS-0852 | *Understanding the risk-based program selection approach to identifying major programs*The four-step major program determination process*How to identify "not low-risk type A programs" and "high-risk type B programs" | |
| 8/26/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Update on the AICPA's New Ethics and Quality Control Standards (Webinar) (25WS-1268)25WS-1268 | *Proposed and recently enacted updates to the AICPA's Code of Professional Conduct*Proposed Quality Management standards and related SAS*Professional responsibilities in this new era*Best practices for implementing an effective system of quality management | |
| 10/21/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Key Partnership and S Corporation Tax Planning Strategies (Webinar) (25WS-0951)25WS-0951 | *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 | |
| 9/10/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Home Office Rules (Webinar) (25WS-0834)25WS-0834 | *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 | |
| 8/22/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Marijuana: A Generalized Business Viewpoint (Webinar) (25WS-1377)25WS-1377 | *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 | |
| 11/3/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Nuts & Bolts of Cryptocurrency Taxation (Webinar) (25WS-1247)25WS-1247 | *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? | |
| 10/20/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Handling Difficult People (Webinar) (25WS-1146)25WS-1146 | *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 | |
| 10/6/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Preparing Not-for-Profit Financial Statements (Webinar) (25WS-1055)25WS-1055 | *Key requirements, options, and disclosures related to each of the basic financial statementsThe 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 | |
| 9/23/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's The Essential Multistate Tax Update (Webinar) (25WS-0763)25WS-0763 | *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 | |
| 8/13/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Taxation of Partnership Distributions and Sales of Partnership Interests (Webinar) (25WS-0730)25WS-0730 | *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 | |
| 8/7/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's 2025 Tax Update for Client Advisory Services (Webinar) (25WS-1478)25WS-1478 | *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 | |
| 11/13/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Guide and Update to Compilations, Reviews and Preparations (Webinar) (25WS-1188)25WS-1188 | *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 | |
| 10/11/2025 | 12 - 3:30 p.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) (25WS-0757)25WS-0757 | *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 | |
| 8/13/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Business Law for Small Business Owners (Webinar) (25WS-1280)25WS-1280 | *Contract principles*Legal issues related to various types of business organizations*Worker classification*Employee rights and the duties of employers*Real property law | |
| 10/23/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Employer's Handbook: Health Care, Retirement and Fringe Benefit Tax Issues (Webinar) (25WS-1028)25WS-1028 | *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 | |
| 9/18/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Nuts & Bolts of Cryptocurrency Taxation (Webinar) (25WS-1090)25WS-1090 | *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? | |
| 9/26/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Navigating Your Client Through the IRS Appeals Process (Webinar) (25WS-0993)25WS-0993 | *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 | |
| 9/15/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Fundamentals of Public Charity Taxation and Form 990 (Webinar) (25WS-1883)25WS-1883 | *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 | |
| 12/30/2025 | 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) (25WS-1483)25WS-1483 | *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 | |
| 11/14/2025 | 12 - 2 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) (25WS-1313)25WS-1313 | *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 | |
| 10/27/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments (Webinar) (25WS-1354)25WS-1354 | *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 | |
| 10/31/2025 | 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) (25WS-1125)25WS-1125 | *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 | |
| 10/1/2025 | 12 - 2 p.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (25WS-1240)25WS-1240 | *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 | |
| 10/18/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Individual and Financial Planning Tax Camp (Webinar) (25WS-0660)25WS-0660 | *Comprehensive coverage of the SECURE Act 2.0*Understanding the environment: what's new, what's expired or expiring, and what's likely to change*Reading a tax return for developing client-specific tax strategies*Changes to the lifetime estate tax exemption in light of 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 solvency issues*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 | |
| 7/28/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Update on Recent AICPA Standard Setting: Staying Current in a Changing Environment (Webinar) (25WS-1420)25WS-1420 | *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 | |
| 11/6/2025 | 1:30 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (Webinar) (25WS-1394)25WS-1394 | *Timely coverage of breaking tax legislation*Comprehensive coverage of the Inflation Reduction Act of 2022 and SECURE Act 2.0*A tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on recent tax legislation*Hot developments affecting the upcoming tax season*Review of new laws and changes in old 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 | |
| 11/4/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-1095)25WS-1095 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, 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*Potential expiration of select TCJA provisions - understand the implications for individual and business taxpayers as key provisions of the TCJA approach sunset dates*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 transactionsThe 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 | |
| 9/27/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Representing a Client in an IRS Audit (Webinar) (25WS-1064)25WS-1064 | *Substantially increased IRS funding provided by the Inflation Reduction Act*IRS test program in 2024 to determine if it should prepare tax returns*Using improved data and analytics to tailor timely collections contacts*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: roadmap to IRS audit issues | |
| 9/23/2025 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Individual and Financial Planning Tax Camp (Webinar) (25WS-0736)25WS-0736 | *Comprehensive coverage of the SECURE Act 2.0*Understanding the environment: what's new, what's expired or expiring, and what's likely to change*Reading a tax return for developing client-specific tax strategies*Changes to the lifetime estate tax exemption in light of 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 solvency issues*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 | |
| 8/8/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers (Webinar) (25WS-1220)25WS-1220 | *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 | |
| 10/16/2025 | 12:30 - 4 p.m. | Online | 4 CPE (2 tech, 2 non-tech) | |
| Surgent's Social Security and Medicare: Planning for You and Your Clients (Webinar) (25WS-1314)25WS-1314 | *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 | |
| 10/27/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's More Money at the End of the Month: Strategic Ways to Improve Cash Flow (Webinar) (25WS-1422)25WS-1422 | *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 | |
| 11/6/2025 | 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) (25WS-0623)25WS-0623 | *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 | |
| 7/22/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Successfully Completing an Estate Tax Return: Form 706 (Webinar) (25WS-0753)25WS-0753 | *Changes to the IRS Form 706*How to successfully navigate the form*The ins and outs of the "portability" rules, including how the rules actually work using common examples*Income tax consequences*How to avoid malpractice traps*Overlooked GST issues | |
| 8/12/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area (Webinar) (25WS-0636)25WS-0636 | *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 | |
| 7/23/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Forms 1120-S and 1065 Return Review Boot Camp for New and Experienced Reviewers (Webinar) (25WS-1433)25WS-1433 | *Reviews of portions of error-prone "staff-prepared" Forms 1120-S and 1065 from client-provided information*Be aware of legislative changes*How to reduce input errors. When and how to rely on third-party data import software*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*Overview of new 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*Discussion of more complex transactions included in corporate structures*Multiple checklists of efficient procedures to identify potential issues on an 1120-S or 1065 tax return | |
| 11/7/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Weekly Expert Hour (Webinar) (25WS-1083)25WS-1083 | *Each week's topics will change based on the most critical issues affecting financial professionals | |
| 9/25/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's U.S. Taxation of Foreign Corporations: A Case Study Approach (Webinar) (25WS-0600)25WS-0600 | *Understand how to approach and analyze the U.S. taxation of foreign corporations*Using an example, calculate GILTI, 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*Discuss the impact of Section 962 election*Compare different outcomes under GILTI, Subpart F, and PFIC regimes for individuals and corporations*Identify basic strategies for managing tax liabilities related to foreign corporations | |
| 7/17/2025 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Excel Lookups: Moving Beyond VLOOKUP Limitations (Webinar) (25WS-0810)25WS-0810 | *Using lookup functions as an alternative to direct cell references*Understand the limitations of the VLOOKUP function*Discover ways to move beyond these limitations | |
| 8/20/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's The Most Critical Challenges in Not-for-Profit Accounting Today (Webinar) (25WS-1218)25WS-1218 | *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 | |
| 10/16/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Schedules K-2 and K-3: Filing Requirements (Webinar) (25WS-0938)25WS-0938 | *Detailed discussion of the domestic filing exception*Filing requirements and exceptions for every part of Schedules K-2 and K-3*Examples based on common client situations encountered in practice | |
| 9/8/2025 | 10 a.m. - 12 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) (25WS-0842)25WS-0842 | *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 | |
| 8/25/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's The Risks and Benefits of ChatGPT and Artificial Intelligence (Webinar) (25WS-0882)25WS-0882 | *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 | |
| 8/29/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (25WS-0671)25WS-0671 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, 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*Potential expiration of select TCJA provisions - understand the implications for individual and business taxpayers as key provisions of the TCJA approach sunset dates*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 | |
| 7/30/2025 | 10:30 a.m. - 6:30 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) (25WS-0862)25WS-0862 | *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 | |
| 8/27/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (25WS-0954)25WS-0954 | *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 | |
| 9/10/2025 | 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) (25WS-0872)25WS-0872 | *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 | |
| 8/28/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Individual and Financial Planning Tax Camp (Webinar) (25WS-1304)25WS-1304 | *Comprehensive coverage of the SECURE Act 2.0*Understanding the environment: what's new, what's expired or expiring, and what's likely to change*Reading a tax return for developing client-specific tax strategies*Changes to the lifetime estate tax exemption in light of 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 solvency issues*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 | |
| 10/25/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Business Law Essentials for Practitioners and Controllers (Webinar) (25WS-1731)25WS-1731 | *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 | |
| 12/12/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Exploring Business Valuation Fundamentals (Webinar) (25WS-0871)25WS-0871 | *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 | |
| 8/28/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Weekly Expert Hour (Webinar) (25WS-1134)25WS-1134 | *Each week's topics will change based on the most critical issues affecting financial professionals | |
| 10/2/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Proven Controls to Steer You Clear of Fraud (Webinar) (25WS-1416)25WS-1416 | *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 | |
| 11/6/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Privacy and Security Training: Obligations of Confidentiality and Safekeeping (Webinar) (25WS-1415)25WS-1415 | *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) | |
| 11/6/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Best Practices in Not-for-Profit Accounting and Reporting (Webinar) (25WS-1109)25WS-1109 | *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 | |
| 9/30/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Guide to Partner Capital Account Reporting (Webinar) (25WS-0709)25WS-0709 | *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 | |
| 8/5/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Guide and Update to Compilations, Reviews and Preparations (Webinar) (25WS-0778)25WS-0778 | *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 | |
| 8/15/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Schedules K-2 and K-3: Filing Requirements (Webinar) (25WS-1261)25WS-1261 | *Detailed discussion of the domestic filing exception*Filing requirements and exceptions for every part of Schedules K-2 and K-3*Examples based on common client situations encountered in practice | |
| 10/21/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Weekly Expert Hour (Webinar) (25WS-1353)25WS-1353 | *Each week's topics will change based on the most critical issues affecting financial professionals | |
| 10/30/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (25WS-1423)25WS-1423 | *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 | |
| 11/7/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Tax Forms Boot Camp: LLCs, Partnerships and S Corporations (Webinar) (25WS-1933)25WS-1933 | *Compare and contrast 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*Gain a comprehensive understanding of income tax laws for S corporations from eligibility and election to tax return preparation, stock basis, and loss limitation issues*Recognize and properly handle special pass-through items of income and expense*Accurately prepare S corporation returns and reconcile book income to taxable income*Accurately prepare partnership returns and reconcile book income to taxable income*What the transactional method entails and how to report partners' capital accounts under this method*Properly handle the tax treatment of distributions to shareholders, partners, or members*Understand the special restrictions and sanctions for tax year-end selection*Review 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" | |
| 1/7/2026 | 10 a.m. - 6 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Internal Controls and COSO in a Post-COVID Landscape (Webinar) (25WS-0978)25WS-0978 | *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 | |
| 9/12/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Lessons Learned From Recent Accounting Malpractice Actions (Webinar) (25WS-0748)25WS-0748 | *Common instances of accounting malpractice *Current claim trends*Frequent defenses to claims*Statute of limitations*Damages*Claims by practice area | |
| 8/12/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 1 Ethics |
| Surgent's Performing an Effective Audit Risk Assessment (Webinar) (25WS-1488)25WS-1488 | *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 | |
| 11/14/2025 | 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) (25WS-1265)25WS-1265 | *S corporation earnings layers*Observations on earnings layers*S corporation basis calculation*IRC 351 transactions*Four loss tiers*Appreciated property distributions | |
| 10/21/2025 | 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) (25WS-0960)25WS-0960 | *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 | |
| 9/10/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Fraud In Single Audits (Webinar) (25WS-1373)25WS-1373 | *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 | |
| 11/3/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Public Speaking and Presentation Skills (Webinar) (25WS-1105)25WS-1105 | *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 | |
| 9/29/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area (Webinar) (25WS-1365)25WS-1365 | *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 | |
| 10/31/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing (Webinar) (25WS-0825)25WS-0825 | *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 not-for-profits (including SAS No. 146 on quality management)*Recent GASB activities directed toward state and local governments (e.g., the implementation of GASB No. 101 on compensated absences, GASB No. 102 on certain risk disclosures, GASB No. 103 on improvements to the financial reporting model, and additional GASB projects)*Critical, but sometimes overlooked, FASB ASC 958 implementation guidance and illustrations for not-for-profits) | |
| 8/21/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's The Complete Guide to Payroll Taxes and 1099 Issues (Webinar) (25WS-0694)25WS-0694 | *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 | |
| 8/4/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Handbook for Mastering Basis, Distributions and Loss Limitation Issues for S Corporations, LLCs and Partnerships (Webinar) (25WS-0956)25WS-0956 | *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 | |
| 9/10/2025 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Critical Issues Involving Taxation of Construction Contractors (Webinar) (25WS-1434)25WS-1434 | *The impact of recent legislation on the construction industry*How to qualify for the "small contractor exemption" and its advantages to the taxpayer*Options available to the "small" contractor 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*How the "look-back" rules impact contractors*How the "10 percent method" can allow certain contractors to defer recognizing taxable income*Critical tax planning strategies for contractors | |
| 11/7/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Ethics for Tax Professionals (Webinar) (25WS-0894)25WS-0894 | *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? | |
| 9/2/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Taxation of Partnership Distributions and Sales of Partnership Interests (Webinar) (25WS-0650)25WS-0650 | *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 | |
| 7/25/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Weekly Expert Hour (Webinar) (25WS-1178)25WS-1178 | *Each week's topics will change based on the most critical issues affecting financial professionals | |
| 10/9/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Strategies for Maximizing Social Security Benefits (Webinar) (25WS-1266)25WS-1266 | *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 | |
| 10/21/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Excel: Mastering PivotTables (Webinar) (25WS-1258)25WS-1258 | *Explore PivotTable capabilities and functionality*Retrieve data from a database and feed it into the PivotTable*Pull web tables from web pages into Excel | |
| 10/21/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Handbook for Mastering Basis, Distributions and Loss Limitation Issues for S Corporations, LLCs and Partnerships (Webinar) (25WS-1360)25WS-1360 | *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 | |
| 10/31/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Buying and Selling a Business: Tax and Structuring Overview (Webinar) (25WS-1432)25WS-1432 | *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 | |
| 11/7/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Liquidation of Flow-Through Entities for LLCs and Partnerships (Webinar) (25WS-1006)25WS-1006 | *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 | |
| 9/16/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Guide to Calculating S Corporation Shareholder Stock and Loan Basis (Webinar) (25WS-0873)25WS-0873 | *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 | |
| 8/28/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Fundamentals of Public Charity Taxation and Form 990 (Webinar) (25WS-0904)25WS-0904 | *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 | |
| 9/3/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Guide to Payroll Taxes and 1099 Issues (Webinar) (25WS-0667)25WS-0667 | *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 | |
| 7/29/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Taxation of the Mobile Workforce (Webinar) (25WS-1455)25WS-1455 | *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? | |
| 11/11/2025 | 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) (25WS-1034)25WS-1034 | *Comprehensive coverage of the Inflation Reduction Act of 2022*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 | |
| 9/19/2025 | 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) (25WS-0924)25WS-0924 | *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 | |
| 9/5/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Tax Loss Limitations Imposed on Individuals and Pass-through Entities (Webinar) (25WS-0670)25WS-0670 | *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 | |
| 7/29/2025 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Data Analytics Toolkit: Tools and Applications (Webinar) (25WS-0976)25WS-0976 | *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 | |
| 9/12/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding and Testing Control and Compliance in a Single Audit (Webinar) (25WS-1352)25WS-1352 | *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 | |
| 10/30/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Lessons Learned From Recent Accounting Malpractice Actions (Webinar) (25WS-1412)25WS-1412 | *Common instances of accounting malpractice *Current claim trends*Frequent defenses to claims*Statute of limitations*Damages*Claims by practice area | |
| 11/6/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 1 Ethics |
| Surgent's Controllership Skills Update: Risk Management (Webinar) (25WS-1387)25WS-1387 | *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 | |
| 11/4/2025 | 12 - 2 p.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| Surgent's Fraud In Single Audits (Webinar) (25WS-0768)25WS-0768 | *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 | |
| 8/14/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Construction Contractors: Accounting and Financial Reporting Issues (Webinar) (25WS-1482)25WS-1482 | *Overall landscape of the construction industry*GAAP and recent changes affecting the construction industry*The Revenue Recognition Standard and its impact on the construction industry*The unique relationship between the contractor and the surety*The lease FASB ASC and its impact on the construction industry | |
| 11/14/2025 | 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) (25WS-1044)25WS-1044 | *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 | |
| 9/22/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Lessons Learned from Successful Companies (Webinar) (25WS-0948)25WS-0948 | *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 | |
| 9/9/2025 | 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) (25WS-1244)25WS-1244 | *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 | |
| 10/20/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's U.S. Taxation of Foreign Corporations: A Case Study Approach (Webinar) (25WS-0794)25WS-0794 | *Understand how to approach and analyze the U.S. taxation of foreign corporations*Using an example, calculate GILTI, 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*Discuss the impact of Section 962 election*Compare different outcomes under GILTI, Subpart F, and PFIC regimes for individuals and corporations*Identify basic strategies for managing tax liabilities related to foreign corporations | |
| 8/18/2025 | 8 - 11 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing (Webinar) (25WS-0935)25WS-0935 | *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 not-for-profits (including SAS No. 146 on quality management)*Recent GASB activities directed toward state and local governments (e.g., the implementation of GASB No. 101 on compensated absences, GASB No. 102 on certain risk disclosures, GASB No. 103 on improvements to the financial reporting model, and additional GASB projects)*Critical, but sometimes overlooked, FASB ASC 958 implementation guidance and illustrations for not-for-profits) | |
| 9/8/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Successfully Completing a Gift Tax Return: Form 709 (Webinar) (25WS-0779)25WS-0779 | *Taxpayers who do not file gift tax returns but should*The annual exclusion rules for gifts to trusts including required Crummey notices*What should be disclosed on the return for purposes of running the statute of limitations*The reporting of installment sales and split-interest*Valuations and valuation discounts for gifts of closely held businesses*The utilization of Generation Skipping Transfer Tax and the related automatic allocation rules*Reporting the use of a deceased spouse's unused exclusion exemption amount (DSUEA)*A line-by-line explanation of Form 709 | |
| 8/15/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Applying the Yellow Book to a Financial Statement Audit (Webinar) (25WS-0791)25WS-0791 | *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 | |
| 8/18/2025 | 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) (25WS-0819)25WS-0819 | *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) | |
| 8/21/2025 | 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) (25WS-1410)25WS-1410 | *Financial planning pyramid*What to consider when picking an entity*Single member LLC vs. sole proprietorship*Corporations -- S vs. C*Double taxation | |
| 11/5/2025 | 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) (25WS-0716)25WS-0716 | *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 | |
| 8/6/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality (Webinar) (25WS-0944)25WS-0944 | *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 | |
| 9/9/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Ethical Considerations for the CPA (Webinar) (25WS-0752)25WS-0752 | *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 | |
| 8/12/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Surgent's Hiring and Firing of Employees: What You Can and Cannot Do (Webinar) (25WS-1019)25WS-1019 | *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? | |
| 9/17/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Single Auditing Made Simple (Webinar) (25WS-1214)25WS-1214 | *The key requirements and responsibilities related to the schedule of expenditures of federal awards and the determination of major programs*The processes of determining the direct and material compliance requirements, obtaining an understanding of and testing the related internal controls, and performing compliance testing*The development and reporting of findings in the schedule of findings and questioned costs*Additional performance and reporting responsibilities | |
| 10/15/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Managing Millennials (Webinar) (25WS-0789)25WS-0789 | *Understanding who millennials are and what distinguishes them from other sectors of the workforce*Changes millennials seek in the workplace*Suggestions on engaging and developing millennials*Best practices by organizations who have successfully integrated millennials*Expectations as to learning, development and training*Work environments and schedules*School to work transitions*Views on salary, benefits and corporate ethics*Whether millennials' expectations are significantly different from any other generation*Strengths millennials offer which set them apart from others*Common myths pertaining to millennials*Definitions of success | |
| 8/18/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Understanding Partnership Taxation: Debt Allocations (Webinar) (25WS-1091)25WS-1091 | *Recourse debt allocations*Constructive liquidation scenarios*Nonrecourse debt allocations*Minimum gains and nonrecourse deductions*Section 704(c) gains*Allocations under 704(c) | |
| 9/26/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments (Webinar) (25WS-1437)25WS-1437 | *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 | |
| 11/10/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Successfully Completing a Gift Tax Return: Form 709 (Webinar) (25WS-1427)25WS-1427 | *Taxpayers who do not file gift tax returns but should*The annual exclusion rules for gifts to trusts including required Crummey notices*What should be disclosed on the return for purposes of running the statute of limitations*The reporting of installment sales and split-interest*Valuations and valuation discounts for gifts of closely held businesses*The utilization of Generation Skipping Transfer Tax and the related automatic allocation rules*Reporting the use of a deceased spouse's unused exclusion exemption amount (DSUEA)*A line-by-line explanation of Form 709 | |
| 11/7/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Fundamentals of Public Charity Taxation and Form 990 (Webinar) (25WS-1428)25WS-1428 | *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 | |
| 11/7/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Understanding and Testing Control and Compliance in a Single Audit (Webinar) (25WS-1177)25WS-1177 | *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 | |
| 10/9/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Stock vs. Asset Acquisitions of C Corporations (Webinar) (25WS-0917)25WS-0917 | *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 | |
| 9/4/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Mastering Accounting for Income Taxes (Webinar) (25WS-1355)25WS-1355 | *The sources of deferred tax assets and liabilities*Calculating the deferred tax asset or liability*Reporting income-tax expense and balance sheet items*CARES Act accounting implications*Defining, analyzing, and reporting uncertain tax positions*Classification of deferred tax assets and liabilities*Disclosure requirements*Recent and proposed changes to the accounting and disclosure requirements for income taxes | |
| 10/31/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Controllership Skills Update: Current Survival Skills (Webinar) (25WS-1451)25WS-1451 | *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 | |
| 11/11/2025 | 12 - 2 p.m. | Online | 2 CPE (1 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 (Webinar) (25WS-1480)25WS-1480 | *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 | |
| 11/13/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Business Law Essentials for Practitioners and Controllers (Webinar) (25WS-1317)25WS-1317 | *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 | |
| 10/28/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Forms 1120-S and 1065 Return Review Boot Camp for New and Experienced Reviewers (Webinar) (25WS-1739)25WS-1739 | *Reviews of portions of error-prone "staff-prepared" Forms 1120-S and 1065 from client-provided information*Be aware of legislative changes*How to reduce input errors. When and how to rely on third-party data import software*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*Overview of new 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*Discussion of more complex transactions included in corporate structures*Multiple checklists of efficient procedures to identify potential issues on an 1120-S or 1065 tax return | |
| 12/12/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Applying the Yellow Book to a Financial Statement Audit (Webinar) (25WS-1020)25WS-1020 | *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 | |
| 9/17/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (25WS-1424)25WS-1424 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, 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*Potential expiration of select TCJA provisions - understand the implications for individual and business taxpayers as key provisions of the TCJA approach sunset dates*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 | |
| 11/7/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-1210)25WS-1210 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, 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*Potential expiration of select TCJA provisions - understand the implications for individual and business taxpayers as key provisions of the TCJA approach sunset dates*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 transactionsThe 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 | |
| 10/15/2025 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Securing a Comfortable Retirement in the Age of Spending (Webinar) (25WS-1215)25WS-1215 | *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*Distribution/asset liquidation planning*Analysis of the most current/important research on retirement planning and sustaining retirement income levels | |
| 10/15/2025 | 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) (25WS-1194)25WS-1194 | *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 | |
| 10/13/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (25WS-1198)25WS-1198 | *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 | |
| 10/14/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Successfully Completing an Income Tax Return for a Trust or Estate: Form 1041 (Webinar) (25WS-2060)25WS-2060 | *Passive activity rules for trusts including the NIIT*The different types of trusts for income tax purposes (e.g. simple, complex, grantor, charitable)*The critical categorization of income (taxable income vs. fiduciary accounting income)*Distributable net income (DNI) and how it works*The "Tier" Rules*The Separate Share Rule*IRC 663(b) "65-Day" Rule*IRC Section 691(c) Deduction*QSST and EBST elections*How to treat excess deductions on termination*Grantor trust rules and how they impact planning and return preparation*The income tax side of Domestic Asset Protection Trusts | |
| 1/27/2026 | 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) (25WS-1459)25WS-1459 | *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 | |
| 11/12/2025 | 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) (25WS-0750)25WS-0750 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, 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*Potential expiration of select TCJA provisions - understand the implications for taxpayers as key provisions of the TCJA approach sunset dates*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*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*Form 1099-K reporting requirements*Bonus depreciation*Section 174 Research & Experimental Expenditures -- guidance under Notice 2023-63 and Notice 2024-12*Decentralized Autonomous Organizations (DAOs) | |
| 8/12/2025 | 10:30 a.m. - 6:30 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) (25WS-1084)25WS-1084 | *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 | |
| 9/26/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's What Tax Practitioners Need to Know About Medicare (Webinar) (25WS-0803)25WS-0803 | *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 | |
| 8/19/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's IRS Tax Examinations and Hot Issues (Webinar) (25WS-0681)25WS-0681 | *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 | |
| 7/31/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Progressive Discipline and Termination (Webinar) (25WS-1072)25WS-1072 | *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 | |
| 9/24/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Successfully Completing an Income Tax Return for a Trust or Estate: Form 1041 (Webinar) (25WS-1610)25WS-1610 | *Passive activity rules for trusts including the NIIT*The different types of trusts for income tax purposes (e.g. simple, complex, grantor, charitable)*The critical categorization of income (taxable income vs. fiduciary accounting income)*Distributable net income (DNI) and how it works*The "Tier" Rules*The Separate Share Rule*IRC 663(b) "65-Day" Rule*IRC Section 691(c) Deduction*QSST and EBST elections*How to treat excess deductions on termination*Grantor trust rules and how they impact planning and return preparation*The income tax side of Domestic Asset Protection Trusts | |
| 12/1/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Preparing Not-for-Profit Financial Statements (Webinar) (25WS-1319)25WS-1319 | *Key requirements, options, and disclosures related to each of the basic financial statementsThe 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 | |
| 10/28/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Weekly Expert Hour (Webinar) (25WS-0972)25WS-0972 | *Each week's topics will change based on the most critical issues affecting financial professionals | |
| 9/11/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings (Webinar) (25WS-0891)25WS-0891 | *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 | |
| 9/2/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-1368)25WS-1368 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, 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*Potential expiration of select TCJA provisions - understand the implications for individual and business taxpayers as key provisions of the TCJA approach sunset dates*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 transactionsThe 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 | |
| 11/3/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Choosing the Right Business Entity (Webinar) (25WS-1191)25WS-1191 | *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 | |
| 10/13/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Preparing Not-for-Profit Financial Statements (Webinar) (25WS-0858)25WS-0858 | *Key requirements, options, and disclosures related to each of the basic financial statementsThe 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 | |
| 8/27/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Succession Planning for the Small Business Owner: Finding the Exit Ramp (Webinar) (25WS-0707)25WS-0707 | *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 | |
| 8/5/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Introduction to Forensic Accounting (Webinar) (25WS-1376)25WS-1376 | *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 | |
| 11/3/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Getting Ahead: The Art of Marketing for CPAs (Webinar) (25WS-0929)25WS-0929 | *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 | |
| 9/8/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Fiduciary Income Tax Returns: Form 1041 Workshop with Filled-in Forms (Webinar) (25WS-1697)25WS-1697 | *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 | |
| 12/10/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Representing a Client in an IRS Audit (Webinar) (25WS-0792)25WS-0792 | *Substantially increased IRS funding provided by the Inflation Reduction Act*IRS test program in 2024 to determine if it should prepare tax returns*Using improved data and analytics to tailor timely collections contacts*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: roadmap to IRS audit issues | |
| 8/18/2025 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Mastering Client Management for Accounting and Finance Professionals (Webinar) (25WS-0695)25WS-0695 | *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 | |
| 8/4/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Choosing the Right Business Entity (Webinar) (25WS-0857)25WS-0857 | *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 | |
| 8/27/2025 | 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) (25WS-1430)25WS-1430 | *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 | |
| 11/7/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Integrated Planning, Forecasting and Budgeting for Organizational Success (Webinar) (25WS-0720)25WS-0720 | *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 | |
| 8/6/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Preparing Not-for-Profit Financial Statements (Webinar) (25WS-1166)25WS-1166 | *Key requirements, options, and disclosures related to each of the basic financial statementsThe 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 | |
| 10/8/2025 | 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) (25WS-0913)25WS-0913 | *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 | |
| 9/4/2025 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Understanding Non-Compete Agreements (Webinar) (25WS-1176)25WS-1176 | *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 | |
| 10/9/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Getting Ahead: The Art of Marketing for CPAs (Webinar) (25WS-1117)25WS-1117 | *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 | |
| 10/1/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Tax Forms Boot Camp: LLCs, Partnerships and S Corporations (Webinar) (25WS-1895)25WS-1895 | *Compare and contrast 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*Gain a comprehensive understanding of income tax laws for S corporations from eligibility and election to tax return preparation, stock basis, and loss limitation issues*Recognize and properly handle special pass-through items of income and expense*Accurately prepare S corporation returns and reconcile book income to taxable income*Accurately prepare partnership returns and reconcile book income to taxable income*What the transactional method entails and how to report partners' capital accounts under this method*Properly handle the tax treatment of distributions to shareholders, partners, or members*Understand the special restrictions and sanctions for tax year-end selection*Review 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" | |
| 12/31/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Hiring and Firing of Employees: What You Can and Cannot Do (Webinar) (25WS-0631)25WS-0631 | *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? | |
| 7/23/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's A Complete Guide to Reporting Form 1099-DA (Webinar) (25WS-1283)25WS-1283 | *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 | |
| 10/23/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's A Guide to Nonqualified Deferred Compensation (Webinar) (25WS-1378)25WS-1378 | *The basics of nonqualified deferred compensation (NQDC)*NQDC compliance*Taxation of NQDC plans*Types of NQDC plans*Financing/funding NQDC plans*Planning strategies | |
| 11/3/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments (Webinar) (25WS-1228)25WS-1228 | *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 | |
| 10/17/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-1481)25WS-1481 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, 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*Potential expiration of select TCJA provisions - understand the implications for individual and business taxpayers as key provisions of the TCJA approach sunset dates*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 transactionsThe 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 | |
| 11/14/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Ethics for the Industry Accountant (Webinar) (25WS-1145)25WS-1145 | *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 | |
| 10/6/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Surgent's Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs (Webinar) (25WS-2245)25WS-2245 | *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 | |
| 2/27/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-0639)25WS-0639 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, 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*Potential expiration of select TCJA provisions - understand the implications for individual and business taxpayers as key provisions of the TCJA approach sunset dates*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 transactionsThe 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 | |
| 7/24/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Government and Nonprofit Frauds and Controls to Stop Them (Webinar) (25WS-0800)25WS-0800 | *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 not-for-profit | |
| 8/19/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's The Most Critical Challenges in Not-for-Profit Accounting Today (Webinar) (25WS-1120)25WS-1120 | *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 | |
| 10/1/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's The Risks and Benefits of ChatGPT and Artificial Intelligence (Webinar) (25WS-0665)25WS-0665 | *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 | |
| 7/29/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Skills to Enhance Personal and Professional Networks (Webinar) (25WS-1348)25WS-1348 | *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 | |
| 10/30/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Tax Loss Limitations Imposed on Individuals and Pass-through Entities (Webinar) (25WS-0854)25WS-0854 | *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 | |
| 8/26/2025 | 8 - 11 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Unique Tax Attributes of Different Entity Types (Webinar) (25WS-1144)25WS-1144 | *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? | |
| 10/6/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (25WS-0795)25WS-0795 | *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 | |
| 8/19/2025 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Ethics for Tax Professionals (Webinar) (25WS-1037)25WS-1037 | *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? | |
| 9/19/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Technical Individual Practice Issues and Tax Forms for Experienced Practitioners (Webinar) (25WS-0986)25WS-0986 | *What's NEW for this year -- Items all practitioners must know*Form 1040 and Schedules 1 -- 3*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 | |
| 9/15/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Update on the SECURE 2.0 Act (Webinar) (25WS-0722)25WS-0722 | *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 | |
| 8/6/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's The Complete Guide to Payroll Taxes and 1099 Issues (Webinar) (25WS-0751)25WS-0751 | *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 | |
| 8/12/2025 | 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) (25WS-0680)25WS-0680 | *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 | |
| 7/31/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (25WS-0797)25WS-0797 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, 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*Potential expiration of select TCJA provisions - understand the implications for individual and business taxpayers as key provisions of the TCJA approach sunset dates*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 | |
| 8/19/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Unique Tax Attributes of Different Entity Types (Webinar) (25WS-0962)25WS-0962 | *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? | |
| 9/11/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Annual Tax-Planning Guide for S Corporations, Partnerships, and LLCs (Webinar) (25WS-1315)25WS-1315 | *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 | |
| 10/27/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Ins and Outs of Health Savings Accounts (Webinar) (25WS-0906)25WS-0906 | *Benefits of an HSA*How an employer sets up an HSA*How individuals qualify to set up an HSA*High deductible health plans and how they relate to an HSA*Eligible medical expenditures*Annual contributions to an HSA*Importance of enrollment in Medicare*Qualified HSA funding distribution | |
| 9/3/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Representing a Client in an IRS Audit (Webinar) (25WS-1467)25WS-1467 | *Substantially increased IRS funding provided by the Inflation Reduction Act*IRS test program in 2024 to determine if it should prepare tax returns*Using improved data and analytics to tailor timely collections contacts*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: roadmap to IRS audit issues | |
| 11/12/2025 | 8 - 11 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Privacy and Security Training: Obligations of Confidentiality and Safekeeping (Webinar) (25WS-1017)25WS-1017 | *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) | |
| 9/17/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Buying and Selling a Business: Tax and Structuring Overview (Webinar) (25WS-1237)25WS-1237 | *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 | |
| 10/17/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Public Speaking and Presentation Skills (Webinar) (25WS-1466)25WS-1466 | *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 | |
| 11/12/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Technical Business Practice Issues and Tax Forms for Experienced Practitioners (Webinar) (25WS-1135)25WS-1135 | *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
*White House 2025 Budget Points
*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
* | |
| 10/3/2025 | 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) (25WS-0711)25WS-0711 | *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 | |
| 8/5/2025 | 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) (25WS-1456)25WS-1456 | *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 | |
| 11/11/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Taking Advantage of Like-Kind Exchanges (Webinar) (25WS-0668)25WS-0668 | *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 | |
| 7/29/2025 | 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) (25WS-1408)25WS-1408 | *Funding options for Roth accounts*529 plans to Roth IRAs*Backdoor Roth strategies*The new Roth SEP and Roth SIMPLE IRAs*Roth 401(k) contribution rules*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 401(k)s and Roth IRAs*Direct and indirect Roth conversions*Direct and indirect rollovers from Roth 401(k) plans*The risky recapture of the 10% penalty *How the ordering rules work and when they apply*FIFO rules for Roth IRAs*Case studies and cheat sheets to reinforce concepts | |
| 11/5/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's The Most Critical Challenges in Governmental Accounting Today (Webinar) (25WS-0851)25WS-0851 | *The implementation of GASB No. 101 on compensated absences*The 2025 application of GASB No. 102 regarding certain risk disclosures*GASB No. 103 addressing improvements to the financial reporting model*Additional recently issued GASB standards and projects | |
| 8/26/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Securing a Comfortable Retirement in the Age of Spending (Webinar) (25WS-1431)25WS-1431 | *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*Distribution/asset liquidation planning*Analysis of the most current/important research on retirement planning and sustaining retirement income levels | |
| 11/7/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business (Webinar) (25WS-0605)25WS-0605 | *Asset sales and stock sales and their attendant results to buyers and sellers*Section 1060 and using the residual method*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 | |
| 7/18/2025 | 8 - 11 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Exploring Client Advisory Services: Tax Due Dates and Penalties/Where Do I Need To File? (Webinar) (25WS-1128)25WS-1128 | *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 | |
| 10/2/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Business Law for Small Business Owners (Webinar) (25WS-0942)25WS-0942 | *Contract principles*Legal issues related to various types of business organizations*Worker classification*Employee rights and the duties of employers*Real property law | |
| 9/9/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Taking Advantage of Installment Sales and Like-Kind Exchanges (Webinar) (25WS-1300)25WS-1300 | *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 | |
| 10/24/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Guide to Understanding the At‑Risk Basis Rules and Forms 6198 and 7203 (Webinar) (25WS-1030)25WS-1030 | *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 | |
| 9/18/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Taxation of Partnership Distributions and Sales of Partnership Interests (Webinar) (25WS-1248)25WS-1248 | *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 | |
| 10/20/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Mastering Client Management for Accounting and Finance Professionals (Webinar) (25WS-1318)25WS-1318 | *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 | |
| 10/28/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Controllership Skills Update: Mergers, Acquisitions and Alliances (Webinar) (25WS-0708)25WS-0708 | *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 | |
| 8/5/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Excel Tables and Conditional Summing (Webinar) (25WS-0934)25WS-0934 | *Using the Table object to store data*Using the conditional summing function to aggregate Table data*Using the Table object to create mapping tables | |
| 9/8/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Fiduciary Income Tax Returns: Form 1041 Workshop with Filled-in Forms (Webinar) (25WS-1227)25WS-1227 | *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 | |
| 10/17/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Weekly Expert Hour (Webinar) (25WS-0686)25WS-0686 | *Each week's topics will change based on the most critical issues affecting financial professionals | |
| 7/31/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Webinar) (25WS-1351)25WS-1351 | *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 | |
| 10/30/2025 | 12 - 3:30 p.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) (25WS-0998)25WS-0998 | *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 | |
| 9/16/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Improving Your Profits: Identifying Cost Cutting Opportunities (Webinar) (25WS-1058)25WS-1058 | *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 | |
| 9/23/2025 | 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) (25WS-1005)25WS-1005 | *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 | |
| 9/16/2025 | 8 - 11:30 a.m. | Online | 4 CPE (2 tech, 2 non-tech) | |
| Surgent's Top Ten Questions from Partnership Clients Regarding the Section 754 Election (Webinar) (25WS-0827)25WS-0827 | *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? | |
| 8/21/2025 | 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) (25WS-0886)25WS-0886 | *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 | |
| 8/29/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions and Selling Shares (Webinar) (25WS-1350)25WS-1350 | *Making an S corporation election and late filing relief*Disproportionate distributions*Selling S corporation shares*Redemption rules | |
| 10/30/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Excel: Mastering PivotTables (Webinar) (25WS-0821)25WS-0821 | *Explore PivotTable capabilities and functionality*Retrieve data from a database and feed it into the PivotTable*Pull web tables from web pages into Excel | |
| 8/21/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Critical Issues Involving Taxation of Construction Contractors (Webinar) (25WS-1141)25WS-1141 | *The impact of recent legislation on the construction industry*How to qualify for the "small contractor exemption" and its advantages to the taxpayer*Options available to the "small" contractor 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*How the "look-back" rules impact contractors*How the "10 percent method" can allow certain contractors to defer recognizing taxable income*Critical tax planning strategies for contractors | |
| 10/3/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Guide and Update to Compilations, Reviews and Preparations (Webinar) (25WS-0666)25WS-0666 | *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 | |
| 7/29/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's U.S. Taxation of Foreign Corporations: A Case Study Approach (Webinar) (25WS-1288)25WS-1288 | *Understand how to approach and analyze the U.S. taxation of foreign corporations*Using an example, calculate GILTI, 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*Discuss the impact of Section 962 election*Compare different outcomes under GILTI, Subpart F, and PFIC regimes for individuals and corporations*Identify basic strategies for managing tax liabilities related to foreign corporations | |
| 10/23/2025 | 8 - 11 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services (Webinar) (25WS-0823)25WS-0823 | *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 | |
| 8/21/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Select Estate and Life Planning Issues for the Middle-Income Client (Webinar) (25WS-1223)25WS-1223 | *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 | |
| 10/16/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's The Essential Multistate Tax Update (Webinar) (25WS-1655)25WS-1655 | *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 | |
| 12/4/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (25WS-1382)25WS-1382 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, 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*Potential expiration of select TCJA provisions - understand the implications for taxpayers as key provisions of the TCJA approach sunset dates*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*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*Form 1099-K reporting requirements*Bonus depreciation*Section 174 Research & Experimental Expenditures -- guidance under Notice 2023-63 and Notice 2024-12*Decentralized Autonomous Organizations (DAOs) | |
| 11/4/2025 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Forms 7217 and 7203 (Webinar) (25WS-1334)25WS-1334 | *Tax treatment of partnership distributions to partners of cash and property other than cash*Basis of property received in a partnership distribution*IRS's new regulations regarding basis shifting in favor of high-marginal tax rate related partners*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 | |
| 10/29/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing (Webinar) (25WS-1204)25WS-1204 | *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 not-for-profits (including SAS No. 146 on quality management)*Recent GASB activities directed toward state and local governments (e.g., the implementation of GASB No. 101 on compensated absences, GASB No. 102 on certain risk disclosures, GASB No. 103 on improvements to the financial reporting model, and additional GASB projects)*Critical, but sometimes overlooked, FASB ASC 958 implementation guidance and illustrations for not-for-profits) | |
| 10/14/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Successful Communication (Webinar) (25WS-1325)25WS-1325 | *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 | |
| 10/28/2025 | 12 - 3:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs (Webinar) (25WS-0959)25WS-0959 | *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 | |
| 9/10/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Coaching Skills for Managers and Supervisors (Webinar) (25WS-0974)25WS-0974 | *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 | |
| 9/12/2025 | 12 - 3:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's A Complete Guide to Form 1099-K (Webinar) (25WS-1057)25WS-1057 | *What Form 1099-K is designed to do*Filing thresholds for the Form 1099-K*Who sends and who receives Form 1099-K*Form 1099-K reporting thresholds*Personal payments from family and friends*Personal items sold at a gain or a loss*Reporting provisions for gig workers, partnerships, and corporations*Mistaken receipt of a Form 1099-K*What to do when the Form 1099-K has a mistake*Situations when the gross amount on a Form 1099-K must be shared*How to handle the receipt of multiple Forms 1099-K | |
| 9/23/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Data Security: Best Practices to Protect Your Business and Yourself (Webinar) (25WS-0767)25WS-0767 | *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 | |
| 8/14/2025 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| CANCELLED - Surgent's Opportunities in the Metaverse for Accounting and Other Professionals (Webinar) (25WS-1246)25WS-1246 | *Understanding what the metaverse is and what it is not*How to access the metaverse*Why accounting and other professionals should use the metaverse*Where accountants can find their space in the metaverse*How the metaverse is changing the way we work*Ownership opportunities in the metaverse*Work and taxation in the metaverse | |
| 10/20/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Construction Contractors: Accounting and Financial Reporting Issues (Webinar) (25WS-1138)25WS-1138 | *Overall landscape of the construction industry*GAAP and recent changes affecting the construction industry*The Revenue Recognition Standard and its impact on the construction industry*The unique relationship between the contractor and the surety*The lease FASB ASC and its impact on the construction industry | |
| 10/3/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Social Security: Dispelling Common Myths with Essential Truths (Webinar) (25WS-1396)25WS-1396 | *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? | |
| 11/4/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Integrated Planning, Forecasting and Budgeting for Organizational Success (Webinar) (25WS-0967)25WS-0967 | *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 | |
| 9/11/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-1413)25WS-1413 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, 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*Potential expiration of select TCJA provisions - understand the implications for individual and business taxpayers as key provisions of the TCJA approach sunset dates*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 transactionsThe 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 | |
| 11/6/2025 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Weekly Expert Hour (Webinar) (25WS-1479)25WS-1479 | *Each week's topics will change based on the most critical issues affecting financial professionals | |
| 11/13/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Exploring Client Advisory Services: Tax Due Dates and Penalties/Where Do I Need To File? (Webinar) (25WS-0648)25WS-0648 | *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 | |
| 7/25/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Tax Practitioner Horror Stories (Webinar) (25WS-1364)25WS-1364 | *Tax practitioner "horror stories" that illustrate what tax practitioners should try to avoid at all costs*Avoiding malpractice lawsuits brought against tax practitioners | |
| 10/31/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing (Webinar) (25WS-1565)25WS-1565 | *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 not-for-profits (including SAS No. 146 on quality management)*Recent GASB activities directed toward state and local governments (e.g., the implementation of GASB No. 101 on compensated absences, GASB No. 102 on certain risk disclosures, GASB No. 103 on improvements to the financial reporting model, and additional GASB projects)*Critical, but sometimes overlooked, FASB ASC 958 implementation guidance and illustrations for not-for-profits) | |
| 11/24/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments (Webinar) (25WS-0830)25WS-0830 | *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 | |
| 8/22/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Tax Planning for Rental Real Estate (Webinar) (25WS-1147)25WS-1147 | *Rental activities and passive activities*Material participation*Real estate professional status*Active participation statusDepreciation 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 | |
| 10/6/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Successfully Completing an Income Tax Return for a Trust or Estate: Form 1041 (Webinar) (25WS-0860)25WS-0860 | *Passive activity rules for trusts including the NIIT*The different types of trusts for income tax purposes (e.g. simple, complex, grantor, charitable)*The critical categorization of income (taxable income vs. fiduciary accounting income)*Distributable net income (DNI) and how it works*The "Tier" Rules*The Separate Share Rule*IRC 663(b) "65-Day" Rule*IRC Section 691(c) Deduction*QSST and EBST elections*How to treat excess deductions on termination*Grantor trust rules and how they impact planning and return preparation*The income tax side of Domestic Asset Protection Trusts | |
| 8/27/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Mastering Client Management for Accounting and Finance Professionals (Webinar) (25WS-1069)25WS-1069 | *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 | |
| 9/24/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Going Out on Your Own: Entity Types and Accounting Methods (Webinar) (25WS-1029)25WS-1029 | *Financial planning pyramid*What to consider when picking an entity*Single member LLC vs. sole proprietorship*Corporations -- S vs. C*Double taxation | |
| 9/18/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Proven Controls to Steer You Clear of Fraud (Webinar) (25WS-0905)25WS-0905 | *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 | |
| 9/3/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality (Webinar) (25WS-0719)25WS-0719 | *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 | |
| 8/6/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Business Writing: Professional and Effective Emails (Webinar) (25WS-0673)25WS-0673 | *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 | |
| 7/30/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Guide to the AICPA Quality Management Standards (Webinar) (25WS-0638)25WS-0638 | *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 | |
| 7/24/2025 | 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) (25WS-0926)25WS-0926 | *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 | |
| 9/6/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's A Complete Guide to Form 1099-K (Webinar) (25WS-1320)25WS-1320 | *What Form 1099-K is designed to do*Filing thresholds for the Form 1099-K*Who sends and who receives Form 1099-K*Form 1099-K reporting thresholds*Personal payments from family and friends*Personal items sold at a gain or a loss*Reporting provisions for gig workers, partnerships, and corporations*Mistaken receipt of a Form 1099-K*What to do when the Form 1099-K has a mistake*Situations when the gross amount on a Form 1099-K must be shared*How to handle the receipt of multiple Forms 1099-K | |
| 10/28/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Critical Issues Involving Taxation of Construction Contractors (Webinar) (25WS-0643)25WS-0643 | *The impact of recent legislation on the construction industry*How to qualify for the "small contractor exemption" and its advantages to the taxpayer*Options available to the "small" contractor 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*How the "look-back" rules impact contractors*How the "10 percent method" can allow certain contractors to defer recognizing taxable income*Critical tax planning strategies for contractors | |
| 7/24/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Fundamentals of Public Charity Taxation and Form 990 (Webinar) (25WS-1310)25WS-1310 | *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 | |
| 10/27/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Advanced Critical Tax Issues for S Corporations (Webinar) (25WS-1179)25WS-1179 | *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 | |
| 10/10/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Excel Budgeting Ideas (Webinar) (25WS-1257)25WS-1257 | *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 | |
| 10/21/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Assessing the Risk of Fraud in a Financial Statement Audit (Webinar) (25WS-1494)25WS-1494 | *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 | |
| 11/17/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Business Writing: Professional and Effective Emails (Webinar) (25WS-1469)25WS-1469 | *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 | |
| 11/13/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Basic Estate Administration for CPAs and FAs (Webinar) (25WS-0742)25WS-0742 | *Legal principles and definitions*Trust accounting issues*Working closely with legal counsel proactively in the best interest of the client*Property law concepts*Complex community property issues*Filing special forms: Form SS-4, Form 56, Form 4810, and Form 5495*Executor checklist*The basics of filing a Form 1041 for an estate or non-grantor trust*Filing a final Form 709*The basics of filing Form 706*Understanding 706 elections*Understanding Estate Valuations, including GST and portability*Special considerations for IRAs and ERISA plans*When to make Section 454 elections*When to make Section 754 elections*Understanding the fine points of basis*S corp issues*Partnership and LLC considerations*Passive loss carryforwards and estates*Fiscal year elections*65-day election for trusts and estates*Tax aspects of pecuniary and specific bequests | |
| 8/11/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (Webinar) (25WS-1472)25WS-1472 | *Timely coverage of breaking tax legislation*Comprehensive coverage of the Inflation Reduction Act of 2022 and SECURE Act 2.0*A tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on recent tax legislation*Hot developments affecting the upcoming tax season*Review of new laws and changes in old 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 | |
| 11/13/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Employer's Handbook: Legal, Tax and Health Care Issues (Webinar) (25WS-1182)25WS-1182 | *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? | |
| 10/10/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Understanding Non-Compete Agreements (Webinar) (25WS-0714)25WS-0714 | *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 | |
| 8/5/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Found It! Reporting Findings in Yellow Book and Single Audits (Webinar) (25WS-1071)25WS-1071 | *The types of findings reported in Yellow Book and single audits*The Yellow Book and Uniform Guidance requirements for reporting findings*How to really think through the elements of a finding to assist report users | |
| 9/24/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Time Management for Professionals (Webinar) (25WS-0805)25WS-0805 | *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 | |
| 8/19/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Understanding Partnership Taxation: Debt Allocations (Webinar) (25WS-1446)25WS-1446 | *Recourse debt allocations*Constructive liquidation scenarios*Nonrecourse debt allocations*Minimum gains and nonrecourse deductions*Section 704(c) gains*Allocations under 704(c) | |
| 11/10/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Data Analytics for Accountants and Financial Managers (Webinar) (25WS-0724)25WS-0724 | *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 | |
| 8/7/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's U.S. Taxation of Foreign Corporations: A Case Study Approach (Webinar) (25WS-0995)25WS-0995 | *Understand how to approach and analyze the U.S. taxation of foreign corporations*Using an example, calculate GILTI, 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*Discuss the impact of Section 962 election*Compare different outcomes under GILTI, Subpart F, and PFIC regimes for individuals and corporations*Identify basic strategies for managing tax liabilities related to foreign corporations | |
| 9/15/2025 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Liquidation of Flow-Through Entities for LLCs and Partnerships (Webinar) (25WS-1273)25WS-1273 | *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 | |
| 10/22/2025 | 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) (25WS-0968)25WS-0968 | *S corporation earnings layers*Observations on earnings layers*S corporation basis calculation*IRC 351 transactions*Four loss tiers*Appreciated property distributions | |
| 9/11/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Technical Business Practice Issues and Tax Forms for Experienced Practitioners (Webinar) (25WS-1254)25WS-1254 | *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
*White House 2025 Budget Points
*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
* | |
| 10/21/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Artificial Intelligence for Accounting and Finance Professionals (Webinar) (25WS-1151)25WS-1151 | *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 | |
| 10/7/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality (Webinar) (25WS-1231)25WS-1231 | *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 | |
| 10/17/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties (Webinar) (25WS-1448)25WS-1448 | *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 | |
| 11/10/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Depreciation Rules for Bonus and Section 179 Expensing (Webinar) (25WS-1470)25WS-1470 | *President Trump's promise to restore full bonus depreciation effective January 20, 2025*Bonus and Section 179 depreciation rules for 2025*2025 legislative changes that could extend the TCJA depreciation changes for many years or even make them permanent*Possible return of 100% bonus depreciation*What will the depreciation rules be in 2026 and beyond if the TCJA depreciation rules are not extended beyond 2025*Section 179 expensing rules for 2025 and beyond, including how Section 179 applies to business vehicles*2025 rules for vehicle depreciation | |
| 11/13/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Excel Lookups: Moving Beyond VLOOKUP Limitations (Webinar) (25WS-1443)25WS-1443 | *Using lookup functions as an alternative to direct cell references*Understand the limitations of the VLOOKUP function*Discover ways to move beyond these limitations | |
| 11/10/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Exploring Business Valuation Fundamentals (Webinar) (25WS-1035)25WS-1035 | *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 | |
| 9/19/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Emotional Intelligence (Webinar) (25WS-0788)25WS-0788 | *Self-awareness*Self-regulation & motivation*Empathy*Managing relationships | |
| 8/18/2025 | 12 - 3:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's A Complete Guide to Form 1099-K (Webinar) (25WS-0614)25WS-0614 | *What Form 1099-K is designed to do*Filing thresholds for the Form 1099-K*Who sends and who receives Form 1099-K*Form 1099-K reporting thresholds*Personal payments from family and friends*Personal items sold at a gain or a loss*Reporting provisions for gig workers, partnerships, and corporations*Mistaken receipt of a Form 1099-K*What to do when the Form 1099-K has a mistake*Situations when the gross amount on a Form 1099-K must be shared*How to handle the receipt of multiple Forms 1099-K | |
| 7/21/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Features and Benefits of SEP IRAs and SIMPLE IRAs (Webinar) (25WS-0988)25WS-0988 | *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 | |
| 9/15/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Assessing the Risk of Fraud in a Financial Statement Audit (Webinar) (25WS-1209)25WS-1209 | *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 | |
| 10/15/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Critical Issues Involving Taxation of Construction Contractors (Webinar) (25WS-0918)25WS-0918 | *The impact of recent legislation on the construction industry*How to qualify for the "small contractor exemption" and its advantages to the taxpayer*Options available to the "small" contractor 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*How the "look-back" rules impact contractors*How the "10 percent method" can allow certain contractors to defer recognizing taxable income*Critical tax planning strategies for contractors | |
| 9/4/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Essential Depreciation and Expensing Update (Webinar) (25WS-1454)25WS-1454 | *Resolved technical glitches for qualified improvement property*Detailed coverage of Section 179 expense elections and Section 168(k) bonus or additional first-year depreciation -- how to maximize them, definitions, limitations, qualified property, etc.*Sale 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 start-up, 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 | |
| 11/11/2025 | 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) (25WS-0831)25WS-0831 | *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 | |
| 8/22/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Engagement and Client Retention Best Practices (Webinar) (25WS-0853)25WS-0853 | *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 | |
| 8/26/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Simply Auditing Not-for-Profits Efficiently (Webinar) (25WS-0771)25WS-0771 | *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.) | |
| 8/14/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Best Practices in Not-for-Profit Accounting and Reporting (Webinar) (25WS-0902)25WS-0902 | *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 | |
| 9/3/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Update on Recent AICPA Standard Setting: Staying Current in a Changing Environment (Webinar) (25WS-0983)25WS-0983 | *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 | |
| 9/12/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Construction Contractors: Accounting and Financial Reporting Issues (Webinar) (25WS-0914)25WS-0914 | *Overall landscape of the construction industry*GAAP and recent changes affecting the construction industry*The Revenue Recognition Standard and its impact on the construction industry*The unique relationship between the contractor and the surety*The lease FASB ASC and its impact on the construction industry | |
| 9/4/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Raising Financially Capable Children (Webinar) (25WS-0865)25WS-0865 | *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*Allowances*Earning, work, and entrepreneurship*Spending, saving, and investing*Philanthropy*Taxes*Credit cards, crypto, and financial fraud | |
| 8/27/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Audits of 401(k) Plans: New Developments and Critical Issues (Webinar) (25WS-1126)25WS-1126 | *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 | |
| 10/2/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's S Corporation Core Tax Issues From Formation Through Liquidation (Webinar) (25WS-1075)25WS-1075 | *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? | |
| 9/24/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (25WS-1438)25WS-1438 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, 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*Potential expiration of select TCJA provisions - understand the implications for taxpayers as key provisions of the TCJA approach sunset dates*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*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*Form 1099-K reporting requirements*Bonus depreciation*Section 174 Research & Experimental Expenditures -- guidance under Notice 2023-63 and Notice 2024-12*Decentralized Autonomous Organizations (DAOs) | |
| 11/10/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Weekly Expert Hour (Webinar) (25WS-1226)25WS-1226 | *Each week's topics will change based on the most critical issues affecting financial professionals | |
| 10/16/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Applying the Yellow Book to a Financial Statement Audit (Webinar) (25WS-0909)25WS-0909 | *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 | |
| 9/3/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Guide and Update to Compilations, Reviews and Preparations (Webinar) (25WS-1402)25WS-1402 | *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 | |
| 11/5/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Accountability and Action (Webinar) (25WS-1097)25WS-1097 | *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 | |
| 9/29/2025 | 12 - 3:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Update on the AICPA's New Ethics and Quality Control Standards (Webinar) (25WS-1031)25WS-1031 | *Proposed and recently enacted updates to the AICPA's Code of Professional Conduct*Proposed Quality Management standards and related SAS*Professional responsibilities in this new era*Best practices for implementing an effective system of quality management | |
| 9/18/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Food, Beverage and Entertainment Expensing (Webinar) (25WS-0657)25WS-0657 | *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 | |
| 7/28/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Real Estate for Accounting and Finance Professionals (Webinar) (25WS-1264)25WS-1264 | *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 | |
| 10/21/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Top Business Tax Planning Strategies (Webinar) (25WS-1230)25WS-1230 | *Use of the budget reconciliation process to enact major tax legislation*Whether the Tax Cuts and Jobs Act of 2017 expires after 2025*Elimination of income taxation on tips, Social Security payments, and overtime*Changes in marginal tax rates after 2025, including 15% rate on corporations for domestic manufacturing*Section 163(j) -- deduction limitation based on EBIT rather than EBITDA*Various tariff proposals ranging from 10% to 200%*Reinstatement of 100% bonus depreciation*Changes in research and development expensing*Increased tax-free benefits for commuting, health, and child care | |
| 10/17/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Simply Auditing Not-for-Profits Efficiently (Webinar) (25WS-1197)25WS-1197 | *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.) | |
| 10/13/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Top Individual Tax Planning Strategies (Webinar) (25WS-1463)25WS-1463 | *New Clean Vehicles (CV) and the Clean Vehicle Credit*What the CV seller must provide to the buyer*Credit for previously owned CVs*Energy efficient home improvement credit*Increase in age for required beginning date for RMDs*Reduction in excise tax on RMD failures*Indexing IRA catch-up limit*Higher catch-up limit to apply at age 60, 61, 62 and 63*Withdrawals for certain emergency expenses*Qualifying longevity annuity contracts (QLACs)*One-time election for qualified charitable distribution (QCD) to split-interest entity; increase in QCD limitation | |
| 11/12/2025 | 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) (25WS-0841)25WS-0841 | *Asset sales and stock sales and their attendant results to buyers and sellers*Section 1060 and using the residual method*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 | |
| 8/25/2025 | 8 - 11 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Annual Tax-Planning Guide for S Corporations, Partnerships, and LLCs (Webinar) (25WS-1251)25WS-1251 | *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 | |
| 10/20/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-1229)25WS-1229 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, 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*Potential expiration of select TCJA provisions - understand the implications for individual and business taxpayers as key provisions of the TCJA approach sunset dates*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 transactionsThe 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 | |
| 10/17/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Forms 1120-S and 1065 Return Review Boot Camp for New and Experienced Reviewers (Webinar) (25WS-1970)25WS-1970 | *Reviews of portions of error-prone "staff-prepared" Forms 1120-S and 1065 from client-provided information*Be aware of legislative changes*How to reduce input errors. When and how to rely on third-party data import software*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*Overview of new 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*Discussion of more complex transactions included in corporate structures*Multiple checklists of efficient procedures to identify potential issues on an 1120-S or 1065 tax return | |
| 1/13/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Preparing C Corporation Tax Returns for New Staff and Paraprofessionals (Webinar) (25WS-1642)25WS-1642 | *Preparation of a reasonably complicated Form 1120, "U.S. Corporate 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 depreciationrecapture*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! | |
| 12/3/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Six Common Barriers to Investment Success (Webinar) (25WS-1085)25WS-1085 | *Availability bias*Herding*Loss aversion*Present bias*Anchoring*Home country bias | |
| 9/26/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing (Webinar) (25WS-1873)25WS-1873 | *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 not-for-profits (including SAS No. 146 on quality management)*Recent GASB activities directed toward state and local governments (e.g., the implementation of GASB No. 101 on compensated absences, GASB No. 102 on certain risk disclosures, GASB No. 103 on improvements to the financial reporting model, and additional GASB projects)*Critical, but sometimes overlooked, FASB ASC 958 implementation guidance and illustrations for not-for-profits) | |
| 12/29/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Fraud Case Studies: Schemes and Controls (Webinar) (25WS-0822)25WS-0822 | *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 | |
| 8/21/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Ethical Considerations for the CPA (Webinar) (25WS-1426)25WS-1426 | *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 | |
| 11/7/2025 | 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) (25WS-1025)25WS-1025 | *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 | |
| 9/18/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's The Most Critical Challenges in Governmental Accounting Today (Webinar) (25WS-1357)25WS-1357 | *The implementation of GASB No. 101 on compensated absences*The 2025 application of GASB No. 102 regarding certain risk disclosures*GASB No. 103 addressing improvements to the financial reporting model*Additional recently issued GASB standards and projects | |
| 10/31/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Implementing Subscription Pricing to Your Practice (Webinar) (25WS-0866)25WS-0866 | *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 | |
| 8/27/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them (Webinar) (25WS-0676)25WS-0676 | *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 | |
| 7/30/2025 | 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) (25WS-0884)25WS-0884 | *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 | |
| 8/29/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Forms 7217 and 7203 (Webinar) (25WS-0735)25WS-0735 | *Tax treatment of partnership distributions to partners of cash and property other than cash*Basis of property received in a partnership distribution*IRS's new regulations regarding basis shifting in favor of high-marginal tax rate related partners*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 | |
| 8/8/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Tax Forms Boot Camp: LLCs, Partnerships and S Corporations (Webinar) (25WS-1518)25WS-1518 | *Compare and contrast 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*Gain a comprehensive understanding of income tax laws for S corporations from eligibility and election to tax return preparation, stock basis, and loss limitation issues*Recognize and properly handle special pass-through items of income and expense*Accurately prepare S corporation returns and reconcile book income to taxable income*Accurately prepare partnership returns and reconcile book income to taxable income*What the transactional method entails and how to report partners' capital accounts under this method*Properly handle the tax treatment of distributions to shareholders, partners, or members*Understand the special restrictions and sanctions for tax year-end selection*Review 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" | |
| 11/18/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 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) (25WS-0838)25WS-0838 | *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 | |
| 8/22/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Taxation of the Mobile Workforce (Webinar) (25WS-1302)25WS-1302 | *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? | |
| 10/24/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Business Writing: Professional and Effective Emails (Webinar) (25WS-0952)25WS-0952 | *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 | |
| 9/10/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Preparing Individual Tax Returns for New Staff and Paraprofessionals (Webinar) (25WS-1990)25WS-1990 | *New and expanded energy credits under the Inflation Reduction Act (IRA)*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 | |
| 1/15/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Required Minimum Distributions: Compliance and Planning (Webinar) (25WS-0755)25WS-0755 | *Minimum distribution requirement changes by the SECURE Act 2.0*Latest guidance issued by the IRS related to required minimum distributions*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 | |
| 8/12/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing (Webinar) (25WS-1462)25WS-1462 | *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 not-for-profits (including SAS No. 146 on quality management)*Recent GASB activities directed toward state and local governments (e.g., the implementation of GASB No. 101 on compensated absences, GASB No. 102 on certain risk disclosures, GASB No. 103 on improvements to the financial reporting model, and additional GASB projects)*Critical, but sometimes overlooked, FASB ASC 958 implementation guidance and illustrations for not-for-profits) | |
| 11/12/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Understanding and Managing Burnout Among Accounting and Finance Professionals (Webinar) (25WS-1460)25WS-1460 | *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 | |
| 11/12/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Ethics for the Industry Accountant (Webinar) (25WS-0710)25WS-0710 | *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 | |
| 8/5/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Surgent's A Complete Guide to the Yellow Book (Webinar) (25WS-0758)25WS-0758 | *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 | |
| 8/13/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Update on the SECURE 2.0 Act (Webinar) (25WS-1363)25WS-1363 | *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 | |
| 10/31/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's A Guide to Nonqualified Deferred Compensation (Webinar) (25WS-0754)25WS-0754 | *The basics of nonqualified deferred compensation (NQDC)*NQDC compliance*Taxation of NQDC plans*Types of NQDC plans*Financing/funding NQDC plans*Planning strategies | |
| 8/12/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's The Accountant as the Expert Witness (Webinar) (25WS-1475)25WS-1475 | *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 | |
| 11/13/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Employer's Handbook: Legal, Tax and Health Care Issues (Webinar) (25WS-0936)25WS-0936 | *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? | |
| 9/8/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's International Tax Challenges and Opportunities for U.S. Filers (Webinar) (25WS-1260)25WS-1260 | *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 | |
| 10/21/2025 | 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) (25WS-1242)25WS-1242 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, 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*Potential expiration of select TCJA provisions - understand the implications for taxpayers as key provisions of the TCJA approach sunset dates*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*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*Form 1099-K reporting requirements*Bonus depreciation*Section 174 Research & Experimental Expenditures -- guidance under Notice 2023-63 and Notice 2024-12*Decentralized Autonomous Organizations (DAOs) | |
| 10/20/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Guide and Update to Compilations, Reviews and Preparations (Webinar) (25WS-1137)25WS-1137 | *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 | |
| 10/3/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Stock vs. Asset Acquisitions of C Corporations (Webinar) (25WS-0702)25WS-0702 | *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 | |
| 8/4/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Found It! Reporting Findings in Yellow Book and Single Audits (Webinar) (25WS-1181)25WS-1181 | *The types of findings reported in Yellow Book and single audits*The Yellow Book and Uniform Guidance requirements for reporting findings*How to really think through the elements of a finding to assist report users | |
| 10/10/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Weekly Expert Hour (Webinar) (25WS-0731)25WS-0731 | *Each week's topics will change based on the most critical issues affecting financial professionals | |
| 8/7/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Technical Individual Practice Issues and Tax Forms for Experienced Practitioners (Webinar) (25WS-1279)25WS-1279 | *What's NEW for this year -- Items all practitioners must know*Form 1040 and Schedules 1 -- 3*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 | |
| 10/23/2025 | 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) (25WS-1487)25WS-1487 | *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 | |
| 11/14/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (25WS-1108)25WS-1108 | *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 | |
| 9/30/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Working Remotely: Best Practices, Challenges and Opportunities (Webinar) (25WS-0880)25WS-0880 | *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 | |
| 8/28/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Preparation and Compilation Engagements Under the SSARS (Webinar) (25WS-1321)25WS-1321 | *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 | |
| 10/28/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Business Law Essentials for Practitioners and Controllers (Webinar) (25WS-0850)25WS-0850 | *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 | |
| 8/26/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Update on Recent AICPA Standard Setting: Staying Current in a Changing Environment (Webinar) (25WS-1106)25WS-1106 | *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 | |
| 9/29/2025 | 8 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Choosing the Right Business Entity (Webinar) (25WS-0674)25WS-0674 | *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 | |
| 7/30/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services (Webinar) (25WS-1233)25WS-1233 | *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 | |
| 10/17/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (25WS-1277)25WS-1277 | *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 | |
| 10/23/2025 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's 2025 Tax Update for Client Advisory Services (Webinar) (25WS-0869)25WS-0869 | *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 | |
| 8/27/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Improving Your Profits: Identifying Cost Cutting Opportunities (Webinar) (25WS-1154)25WS-1154 | *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 | |
| 10/7/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (25WS-1077)25WS-1077 | *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 | |
| 9/25/2025 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Basics of Employment Law for Non-HR Professionals (Webinar) (25WS-0606)25WS-0606 | *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 | |
| 7/18/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Real Estate Taxation: Critical Considerations (Webinar) (25WS-1185)25WS-1185 | *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 | |
| 10/10/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Tax Reporting for Executive Compensation (Webinar) (25WS-1309)25WS-1309 | *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 | |
| 10/27/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding Partnership Taxation: Debt Allocations (Webinar) (25WS-0746)25WS-0746 | *Recourse debt allocations*Constructive liquidation scenarios*Nonrecourse debt allocations*Minimum gains and nonrecourse deductions*Section 704(c) gains*Allocations under 704(c) | |
| 8/11/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Depreciation Rules for Bonus and Section 179 Expensing (Webinar) (25WS-0990)25WS-0990 | *President Trump's promise to restore full bonus depreciation effective January 20, 2025*Bonus and Section 179 depreciation rules for 2025*2025 legislative changes that could extend the TCJA depreciation changes for many years or even make them permanent*Possible return of 100% bonus depreciation*What will the depreciation rules be in 2026 and beyond if the TCJA depreciation rules are not extended beyond 2025*Section 179 expensing rules for 2025 and beyond, including how Section 179 applies to business vehicles*2025 rules for vehicle depreciation | |
| 9/15/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues (Webinar) (25WS-1503)25WS-1503 | *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 | |
| 11/17/2025 | 12 - 2 p.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| Surgent's The Complete Guide to Payroll Taxes and 1099 Issues (Webinar) (25WS-1282)25WS-1282 | *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 | |
| 10/23/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Key Roth IRA and Roth 401(k) Rules for Funding and Tax-free Distributions (Webinar) (25WS-0949)25WS-0949 | *Funding options for Roth accounts*529 plans to Roth IRAs*Backdoor Roth strategies*The new Roth SEP and Roth SIMPLE IRAs*Roth 401(k) contribution rules*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 401(k)s and Roth IRAs*Direct and indirect Roth conversions*Direct and indirect rollovers from Roth 401(k) plans*The risky recapture of the 10% penalty *How the ordering rules work and when they apply*FIFO rules for Roth IRAs*Case studies and cheat sheets to reinforce concepts | |
| 9/9/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Industry Accountant Key Performance Metrics (Webinar) (25WS-1038)25WS-1038 | *Key tools used by businesses and financial professionals across the globe to measure performance*Detailed, real-world examples of businesses utilizing these tools | |
| 9/19/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Taking Advantage of Installment Sales (Webinar) (25WS-0661)25WS-0661 | *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? | |
| 7/28/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-0678)25WS-0678 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, 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*Potential expiration of select TCJA provisions - understand the implications for individual and business taxpayers as key provisions of the TCJA approach sunset dates*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 transactionsThe 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 | |
| 7/31/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Industry Accountant Key Performance Metrics (Webinar) (25WS-0698)25WS-0698 | *Key tools used by businesses and financial professionals across the globe to measure performance*Detailed, real-world examples of businesses utilizing these tools | |
| 8/4/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Successfully Completing an Income Tax Return for a Trust or Estate: Form 1041 (Webinar) (25WS-1219)25WS-1219 | *Passive activity rules for trusts including the NIIT*The different types of trusts for income tax purposes (e.g. simple, complex, grantor, charitable)*The critical categorization of income (taxable income vs. fiduciary accounting income)*Distributable net income (DNI) and how it works*The "Tier" Rules*The Separate Share Rule*IRC 663(b) "65-Day" Rule*IRC Section 691(c) Deduction*QSST and EBST elections*How to treat excess deductions on termination*Grantor trust rules and how they impact planning and return preparation*The income tax side of Domestic Asset Protection Trusts | |
| 10/16/2025 | 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) (25WS-0875)25WS-0875 | *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 | |
| 8/28/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Taxation of Partnership Distributions and Sales of Partnership Interests (Webinar) (25WS-1062)25WS-1062 | *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 | |
| 9/23/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Federal Tax Update (Webinar) (25WS-1341)25WS-1341 | *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*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 10/30/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Update on the SECURE 2.0 Act (Webinar) (25WS-1286)25WS-1286 | *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 | |
| 10/23/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Business Writing: Professional and Effective Emails (Webinar) (25WS-1281)25WS-1281 | *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 | |
| 10/23/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's What CPAs Should Know About Trust Instruments (Webinar) (25WS-0847)25WS-0847 | *Legal definitions and principals involving estates and trusts*Basic principles regarding property ownership*Types of trusts commonly used*Trust accounting fundamentals*Certain clauses that are important to understand*Formula valuation clauses*Requirements for a trust to be a qualified designated beneficiary of an IRA*Using IRD to fund charitable bequests | |
| 8/25/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Social Security: Dispelling Common Myths with Essential Truths (Webinar) (25WS-1287)25WS-1287 | *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? | |
| 10/23/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (25WS-1200)25WS-1200 | *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 | |
| 10/14/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Advanced Critical Tax Issues for Limited Liability Companies and Partnerships (Webinar) (25WS-2005)25WS-2005 | *Coverage of the Inflation Reduction Act of 2022*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*Distributions: is it just 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 -- Inbound and outbound transactions: what to do with built-in gain or loss property*Partnership losses: when are they deductible? See, in particular, TCJA and CARES override*Material participation rules for LLC members and limited partners: 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 technical termination of partnership provision*Impact of Soroban Capital Partners LP, 161 TC No.12 | |
| 1/20/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies (Webinar) (25WS-0859)25WS-0859 | *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 | |
| 8/27/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (25WS-1293)25WS-1293 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, 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*Potential expiration of select TCJA provisions - understand the implications for individual and business taxpayers as key provisions of the TCJA approach sunset dates*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 | |
| 10/24/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Taking Advantage of Like-Kind Exchanges (Webinar) (25WS-0770)25WS-0770 | *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 | |
| 8/14/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Predicting Future Financial Issues Facing the Financial Executive (Webinar) (25WS-1111)25WS-1111 | *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 | |
| 9/30/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| Surgent's Home Office Rules (Webinar) (25WS-0620)25WS-0620 | *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 | |
| 7/22/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Advanced Critical Tax Issues for Limited Liability Companies and Partnerships (Webinar) (25WS-1270)25WS-1270 | *Coverage of the Inflation Reduction Act of 2022*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*Distributions: is it just 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 -- Inbound and outbound transactions: what to do with built-in gain or loss property*Partnership losses: when are they deductible? See, in particular, TCJA and CARES override*Material participation rules for LLC members and limited partners: 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 technical termination of partnership provision*Impact of Soroban Capital Partners LP, 161 TC No.12 | |
| 10/22/2025 | 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) (25WS-0982)25WS-0982 | *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 | |
| 9/12/2025 | 9 - 11 a.m. | Online | 2 CPE (2 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) (25WS-1033)25WS-1033 | *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 | |
| 9/18/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Technical Business Practice Issues and Tax Forms for Experienced Practitioners (Webinar) (25WS-1066)25WS-1066 | *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
*White House 2025 Budget Points
*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
* | |
| 9/24/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Understanding and Testing Control and Compliance in a Single Audit (Webinar) (25WS-1107)25WS-1107 | *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 | |
| 9/29/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Unique Tax Attributes of Different Entity Types (Webinar) (25WS-0655)25WS-0655 | *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? | |
| 7/28/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (25WS-1239)25WS-1239 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, 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*Potential expiration of select TCJA provisions - understand the implications for individual and business taxpayers as key provisions of the TCJA approach sunset dates*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 | |
| 10/18/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Reasonable Suspicion (Webinar) (25WS-1195)25WS-1195 | *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 | |
| 10/13/2025 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Surgent's Top Individual Tax Planning Strategies (Webinar) (25WS-0813)25WS-0813 | *New Clean Vehicles (CV) and the Clean Vehicle Credit*What the CV seller must provide to the buyer*Credit for previously owned CVs*Energy efficient home improvement credit*Increase in age for required beginning date for RMDs*Reduction in excise tax on RMD failures*Indexing IRA catch-up limit*Higher catch-up limit to apply at age 60, 61, 62 and 63*Withdrawals for certain emergency expenses*Qualifying longevity annuity contracts (QLACs)*One-time election for qualified charitable distribution (QCD) to split-interest entity; increase in QCD limitation | |
| 8/20/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Individual and Financial Planning Tax Camp (Webinar) (25WS-1272)25WS-1272 | *Comprehensive coverage of the SECURE Act 2.0*Understanding the environment: what's new, what's expired or expiring, and what's likely to change*Reading a tax return for developing client-specific tax strategies*Changes to the lifetime estate tax exemption in light of 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 solvency issues*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 | |
| 10/22/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Use the Data Model to Build More Powerful PivotTables (Webinar) (25WS-0761)25WS-0761 | *Creating a data model/Power Pivot*Building PivotTables from multiple tables*Creating Measures*Using named sets | |
| 8/13/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Top Ten Questions from Partnership Clients Regarding the Section 754 Election (Webinar) (25WS-1225)25WS-1225 | *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? | |
| 10/16/2025 | 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) (25WS-0807)25WS-0807 | *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 | |
| 8/19/2025 | 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) (25WS-1067)25WS-1067 | *Asset sales and stock sales and their attendant results to buyers and sellers*Section 1060 and using the residual method*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 | |
| 9/24/2025 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Fiduciary Income Tax Returns: Form 1041 Workshop with Filled-in Forms (Webinar) (25WS-1576)25WS-1576 | *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 | |
| 11/25/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Managing Millennials (Webinar) (25WS-1104)25WS-1104 | *Understanding who millennials are and what distinguishes them from other sectors of the workforce*Changes millennials seek in the workplace*Suggestions on engaging and developing millennials*Best practices by organizations who have successfully integrated millennials*Expectations as to learning, development and training*Work environments and schedules*School to work transitions*Views on salary, benefits and corporate ethics*Whether millennials' expectations are significantly different from any other generation*Strengths millennials offer which set them apart from others*Common myths pertaining to millennials*Definitions of success | |
| 9/29/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Found It! Reporting Findings in Yellow Book and Single Audits (Webinar) (25WS-0811)25WS-0811 | *The types of findings reported in Yellow Book and single audits*The Yellow Book and Uniform Guidance requirements for reporting findings*How to really think through the elements of a finding to assist report users | |
| 8/20/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Critical Conversations (Webinar) (25WS-1086)25WS-1086 | *High stakes conversations where the goal or outcome is paramount*A Critical Conversation Worksheet to use as a toollf-assessment of interpersonal approaches on a continuum from aggressive to silent*The stories: mine and yours -- are they the same?*Contrast statements for ensuring a shared understanding*Building confidence in conducting a Critical Conversation | |
| 9/26/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Ins and Outs of Health Savings Accounts (Webinar) (25WS-0659)25WS-0659 | *Benefits of an HSA*How an employer sets up an HSA*How individuals qualify to set up an HSA*High deductible health plans and how they relate to an HSA*Eligible medical expenditures*Annual contributions to an HSA*Importance of enrollment in Medicare*Qualified HSA funding distribution | |
| 7/28/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Construction Contractors: Accounting and Financial Reporting Issues (Webinar) (25WS-0717)25WS-0717 | *Overall landscape of the construction industry*GAAP and recent changes affecting the construction industry*The Revenue Recognition Standard and its impact on the construction industry*The unique relationship between the contractor and the surety*The lease FASB ASC and its impact on the construction industry | |
| 8/6/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (25WS-0987)25WS-0987 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, 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*Potential expiration of select TCJA provisions - understand the implications for taxpayers as key provisions of the TCJA approach sunset dates*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*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*Form 1099-K reporting requirements*Bonus depreciation*Section 174 Research & Experimental Expenditures -- guidance under Notice 2023-63 and Notice 2024-12*Decentralized Autonomous Organizations (DAOs) | |
| 9/15/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Guide to Payroll Taxes and 1099 Issues (Webinar) (25WS-0916)25WS-0916 | *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 | |
| 9/4/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Excel Shortcuts for Accountants (Webinar) (25WS-1047)25WS-1047 | *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 | |
| 9/22/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Basis Shifting: Final Regulations (Webinar) (25WS-0999)25WS-0999 | *What is a transaction of interest?*Reporting transactions of interest on Form 8886*Why make a Section 754 election?*Adjustments under Sections 743(b), 734(b), and 732*Applicable threshold amounts for reporting*What is a basis shift?*Who is a material advisor and why is that status important?*Section 755 rules for allocating the Section 743(b) and Section 734(b) basis adjustments*Transfers of a partnership interest on death*What is a substantially similar transaction?*Who is a "tax-indifferent" party in a partnership? | |
| 9/16/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Guide to Understanding the At‑Risk Basis Rules and Forms 6198 and 7203 (Webinar) (25WS-0855)25WS-0855 | *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 | |
| 8/26/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Critical Conversations (Webinar) (25WS-0777)25WS-0777 | *High stakes conversations where the goal or outcome is paramount*A Critical Conversation Worksheet to use as a toollf-assessment of interpersonal approaches on a continuum from aggressive to silent*The stories: mine and yours -- are they the same?*Contrast statements for ensuring a shared understanding*Building confidence in conducting a Critical Conversation | |
| 8/15/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Employer's Handbook: Legal, Tax and Health Care Issues (Webinar) (25WS-1499)25WS-1499 | *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? | |
| 11/17/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Top Individual Tax Planning Strategies (Webinar) (25WS-0683)25WS-0683 | *New Clean Vehicles (CV) and the Clean Vehicle Credit*What the CV seller must provide to the buyer*Credit for previously owned CVs*Energy efficient home improvement credit*Increase in age for required beginning date for RMDs*Reduction in excise tax on RMD failures*Indexing IRA catch-up limit*Higher catch-up limit to apply at age 60, 61, 62 and 63*Withdrawals for certain emergency expenses*Qualifying longevity annuity contracts (QLACs)*One-time election for qualified charitable distribution (QCD) to split-interest entity; increase in QCD limitation | |
| 7/31/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Artificial Intelligence for Accounting and Finance Professionals (Webinar) (25WS-0911)25WS-0911 | *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 | |
| 9/4/2025 | 2 - 4 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) (25WS-2047)25WS-2047 | *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 | |
| 1/23/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Ethics for Tax Professionals (Webinar) (25WS-1087)25WS-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? | |
| 9/26/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Social Security: Dispelling Common Myths with Essential Truths (Webinar) (25WS-1093)25WS-1093 | *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? | |
| 9/26/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Features and Benefits of SEP IRAs and SIMPLE IRAs (Webinar) (25WS-1384)25WS-1384 | *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 | |
| 11/4/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Unique Tax Attributes of Different Entity Types (Webinar) (25WS-0705)25WS-0705 | *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? | |
| 8/5/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Schedules K-2 and K-3: Filing Requirements (Webinar) (25WS-1406)25WS-1406 | *Detailed discussion of the domestic filing exception*Filing requirements and exceptions for every part of Schedules K-2 and K-3*Examples based on common client situations encountered in practice | |
| 11/5/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Current Issues in Accounting and Auditing: An Annual Update (Webinar) (25WS-1241)25WS-1241 | *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 | |
| 10/20/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (25WS-1024)25WS-1024 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, 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*Potential expiration of select TCJA provisions - understand the implications for individual and business taxpayers as key provisions of the TCJA approach sunset dates*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 | |
| 9/18/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Achieving High Levels of Compliance and Customer Service in Your Organization (Webinar) (25WS-1497)25WS-1497 | *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 | |
| 11/17/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Schedules K-2 and K-3: Preparation of Forms (Webinar) (25WS-1465)25WS-1465 | *How to read and complete Parts II and III for Foreign Tax Credit*Practical tips on how to tackle Parts IV and IX for corporate partners*How to correctly fill out Parts X and XIII for foreign partners*Comprehensive examples for operating, real estate rental, and investment partnerships with filled-in sample forms | |
| 11/12/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Ethical Considerations for the CPA (Webinar) (25WS-0923)25WS-0923 | *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 | |
| 9/5/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Surgent's Understanding Partnership Taxation: PTE Elections, 754 Elections and Selling a Partnership Interest (Webinar) (25WS-0690)25WS-0690 | *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 | |
| 8/1/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Recent Changes in Workplace Regulations: Overtime, Non-compete Agreements and Employee/Independent Contractor (Webinar) (25WS-1337)25WS-1337 | *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 | |
| 10/29/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Weekly Expert Hour (Webinar) (25WS-1291)25WS-1291 | *Each week's topics will change based on the most critical issues affecting financial professionals | |
| 10/23/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit (Webinar) (25WS-1255)25WS-1255 | *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 | |
| 10/21/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Business Law for Small Business Owners (Webinar) (25WS-0628)25WS-0628 | *Contract principles*Legal issues related to various types of business organizations*Worker classification*Employee rights and the duties of employers*Real property law | |
| 7/23/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Advanced Critical Tax Issues for S Corporations (Webinar) (25WS-1253)25WS-1253 | *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 | |
| 10/21/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's The Essential Multistate Tax Update (Webinar) (25WS-1122)25WS-1122 | *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 | |
| 10/1/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (25WS-1199)25WS-1199 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, 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*Potential expiration of select TCJA provisions - understand the implications for individual and business taxpayers as key provisions of the TCJA approach sunset dates*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 | |
| 10/14/2025 | 10:30 a.m. - 6:30 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) (25WS-1076)25WS-1076 | *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 | |
| 9/24/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Federal Tax Update (Webinar) (25WS-0901)25WS-0901 | *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*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 9/3/2025 | 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) (25WS-1010)25WS-1010 | *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 | |
| 9/17/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's A Complete Guide to Form 1099-K (Webinar) (25WS-1429)25WS-1429 | *What Form 1099-K is designed to do*Filing thresholds for the Form 1099-K*Who sends and who receives Form 1099-K*Form 1099-K reporting thresholds*Personal payments from family and friends*Personal items sold at a gain or a loss*Reporting provisions for gig workers, partnerships, and corporations*Mistaken receipt of a Form 1099-K*What to do when the Form 1099-K has a mistake*Situations when the gross amount on a Form 1099-K must be shared*How to handle the receipt of multiple Forms 1099-K | |
| 11/7/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Liquidation of Flow-Through Entities for LLCs and Partnerships (Webinar) (25WS-1453)25WS-1453 | *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 | |
| 11/11/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Form 1040 Return Review Boot Camp for New and Experienced Reviewers (Webinar) (25WS-1609)25WS-1609 | *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 | |
| 12/1/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Taking Advantage of Installment Sales and Like-Kind Exchanges (Webinar) (25WS-1950)25WS-1950 | *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 | |
| 1/9/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Performing an Effective Audit Risk Assessment (Webinar) (25WS-1213)25WS-1213 | *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 | |
| 10/15/2025 | 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) (25WS-1196)25WS-1196 | *Funding options for Roth accounts*529 plans to Roth IRAs*Backdoor Roth strategies*The new Roth SEP and Roth SIMPLE IRAs*Roth 401(k) contribution rules*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 401(k)s and Roth IRAs*Direct and indirect Roth conversions*Direct and indirect rollovers from Roth 401(k) plans*The risky recapture of the 10% penalty *How the ordering rules work and when they apply*FIFO rules for Roth IRAs*Case studies and cheat sheets to reinforce concepts | |
| 10/13/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Ethics for Tax Professionals (Webinar) (25WS-1359)25WS-1359 | *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? | |
| 10/31/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Ethics for Tax Professionals (Webinar) (25WS-0943)25WS-0943 | *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? | |
| 9/9/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Guide to Payroll Taxes and 1099 Issues (Webinar) (25WS-1374)25WS-1374 | *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 | |
| 11/3/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Individual and Financial Planning Tax Camp (Webinar) (25WS-0946)25WS-0946 | *Comprehensive coverage of the SECURE Act 2.0*Understanding the environment: what's new, what's expired or expiring, and what's likely to change*Reading a tax return for developing client-specific tax strategies*Changes to the lifetime estate tax exemption in light of 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 solvency issues*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 | |
| 9/9/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Food, Beverage and Entertainment Expensing (Webinar) (25WS-1403)25WS-1403 | *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 | |
| 11/5/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Excel: Mastering PivotTables (Webinar) (25WS-0933)25WS-0933 | *Explore PivotTable capabilities and functionality*Retrieve data from a database and feed it into the PivotTable*Pull web tables from web pages into Excel | |
| 9/8/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Taxation of the Mobile Workforce (Webinar) (25WS-1008)25WS-1008 | *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? | |
| 9/16/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Performing an Effective Audit Risk Assessment (Webinar) (25WS-1063)25WS-1063 | *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 | |
| 9/23/2025 | 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) (25WS-1136)25WS-1136 | *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 | |
| 10/3/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's A Complete Tax Guide to Exit Planning (Webinar) (25WS-0798)25WS-0798 | *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 | |
| 8/19/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding Partnership Taxation: Types of Basis, Contributions and Distributions (Webinar) (25WS-0814)25WS-0814 | *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 | |
| 8/20/2025 | 12 - 3:30 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) (25WS-1297)25WS-1297 | *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 | |
| 10/24/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Tax Reporting for Executive Compensation (Webinar) (25WS-1232)25WS-1232 | *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 | |
| 10/17/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Business Law for Small Business Owners (Webinar) (25WS-0784)25WS-0784 | *Contract principles*Legal issues related to various types of business organizations*Worker classification*Employee rights and the duties of employers*Real property law | |
| 8/18/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Real Estate Taxation: Critical Considerations (Webinar) (25WS-1757)25WS-1757 | *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 | |
| 12/15/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Update on the AICPA's New Ethics and Quality Control Standards (Webinar) (25WS-0806)25WS-0806 | *Proposed and recently enacted updates to the AICPA's Code of Professional Conduct*Proposed Quality Management standards and related SAS*Professional responsibilities in this new era*Best practices for implementing an effective system of quality management | |
| 8/19/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (25WS-0653)25WS-0653 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, 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*Potential expiration of select TCJA provisions - understand the implications for taxpayers as key provisions of the TCJA approach sunset dates*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*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*Form 1099-K reporting requirements*Bonus depreciation*Section 174 Research & Experimental Expenditures -- guidance under Notice 2023-63 and Notice 2024-12*Decentralized Autonomous Organizations (DAOs) | |
| 7/26/2025 | 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) (25WS-0733)25WS-0733 | *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 | |
| 8/8/2025 | 8 - 11 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Virtual Currency: Keeping Up with the Tax Code (Webinar) (25WS-0816)25WS-0816 | *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 | |
| 8/20/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Guide to the AICPA Quality Management Standards (Webinar) (25WS-0839)25WS-0839 | *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 | |
| 8/25/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Excel: Mastering PivotTables (Webinar) (25WS-1389)25WS-1389 | *Explore PivotTable capabilities and functionality*Retrieve data from a database and feed it into the PivotTable*Pull web tables from web pages into Excel | |
| 11/4/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Business Law Essentials for Practitioners and Controllers (Webinar) (25WS-1098)25WS-1098 | *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 | |
| 9/29/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Individual and Financial Planning Tax Camp (Webinar) (25WS-0762)25WS-0762 | *Comprehensive coverage of the SECURE Act 2.0*Understanding the environment: what's new, what's expired or expiring, and what's likely to change*Reading a tax return for developing client-specific tax strategies*Changes to the lifetime estate tax exemption in light of 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 solvency issues*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 | |
| 8/13/2025 | 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) (25WS-0685)25WS-0685 | *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*Distribution/asset liquidation planning*Analysis of the most current/important research on retirement planning and sustaining retirement income levels | |
| 7/31/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Form 1065 Boot Camp: Step-by-Step Preparation with Completed Forms (Webinar) (25WS-1647)25WS-1647 | *Comprehensive coverage of the Inflation Reduction Act of 2022*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 | |
| 12/4/2025 | 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) (25WS-0912)25WS-0912 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, 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*Potential expiration of select TCJA provisions - understand the implications for taxpayers as key provisions of the TCJA approach sunset dates*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*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*Form 1099-K reporting requirements*Bonus depreciation*Section 174 Research & Experimental Expenditures -- guidance under Notice 2023-63 and Notice 2024-12*Decentralized Autonomous Organizations (DAOs) | |
| 9/4/2025 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers (Webinar) (25WS-0801)25WS-0801 | *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 | |
| 8/19/2025 | 12 - 3:30 p.m. | Online | 4 CPE (2 tech, 2 non-tech) | |
| Surgent's Resilience: The Ultimate Leadership Skill for Accountants -- How to Build it in Yourself and Others (Webinar) (25WS-1489)25WS-1489 | *Bounce back from adversity and pressure*Avoid giving up too soon*Reframe challenges*Learn resilience and transform from mistakes | |
| 11/14/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Purchase and Sale of a Residence: Critical Tax Issues (Webinar) (25WS-1262)25WS-1262 | *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 | |
| 10/21/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Top Business Tax Planning Strategies (Webinar) (25WS-1000)25WS-1000 | *Use of the budget reconciliation process to enact major tax legislation*Whether the Tax Cuts and Jobs Act of 2017 expires after 2025*Elimination of income taxation on tips, Social Security payments, and overtime*Changes in marginal tax rates after 2025, including 15% rate on corporations for domestic manufacturing*Section 163(j) -- deduction limitation based on EBIT rather than EBITDA*Various tariff proposals ranging from 10% to 200%*Reinstatement of 100% bonus depreciation*Changes in research and development expensing*Increased tax-free benefits for commuting, health, and child care | |
| 9/16/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Weekly Expert Hour (Webinar) (25WS-0773)25WS-0773 | *Each week's topics will change based on the most critical issues affecting financial professionals | |
| 8/14/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Preparing Individual Tax Returns for New Staff and Paraprofessionals (Webinar) (25WS-1785)25WS-1785 | *New and expanded energy credits under the Inflation Reduction Act (IRA)*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 | |
| 12/17/2025 | 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) (25WS-1043)25WS-1043 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, 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*Potential expiration of select TCJA provisions - understand the implications for taxpayers as key provisions of the TCJA approach sunset dates*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*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*Form 1099-K reporting requirements*Bonus depreciation*Section 174 Research & Experimental Expenditures -- guidance under Notice 2023-63 and Notice 2024-12*Decentralized Autonomous Organizations (DAOs) | |
| 9/20/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (25WS-0609)25WS-0609 | *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 | |
| 7/19/2025 | 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) (25WS-0652)25WS-0652 | *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 | |
| 7/25/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Federal Tax Update (Webinar) (25WS-0775)25WS-0775 | *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*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 8/15/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Understanding S Corporation Taxation: Shareholder Basis, AAA and Retained Earnings (Webinar) (25WS-0756)25WS-0756 | *S corporation earnings layers*Observations on earnings layers*S corporation basis calculation*IRC 351 transactions*Four loss tiers*Appreciated property distributions | |
| 8/12/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Individual and Financial Planning Tax Camp (Webinar) (25WS-0688)25WS-0688 | *Comprehensive coverage of the SECURE Act 2.0*Understanding the environment: what's new, what's expired or expiring, and what's likely to change*Reading a tax return for developing client-specific tax strategies*Changes to the lifetime estate tax exemption in light of 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 solvency issues*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 | |
| 8/1/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Key Current Financial and Economic Issues Facing the Financial Executive (Webinar) (25WS-0769)25WS-0769 | *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 | |
| 8/14/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Surgent's Understanding Partnership Taxation: Types of Basis, Contributions and Distributions (Webinar) (25WS-1501)25WS-1501 | *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 | |
| 11/17/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Ethical Considerations for the CPA (Webinar) (25WS-1202)25WS-1202 | *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 | |
| 10/14/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Surgent's Individual and Financial Planning Tax Camp (Webinar) (25WS-1079)25WS-1079 | *Comprehensive coverage of the SECURE Act 2.0*Understanding the environment: what's new, what's expired or expiring, and what's likely to change*Reading a tax return for developing client-specific tax strategies*Changes to the lifetime estate tax exemption in light of 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 solvency issues*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 | |
| 9/25/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Ethics for Tax Professionals (Webinar) (25WS-1296)25WS-1296 | *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? | |
| 10/24/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Yellow Book and Single Audits: How to Stay in Good Graces and Out of Bad Places with Your Peer Reviewer (Webinar) (25WS-1116)25WS-1116 | *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 | |
| 9/30/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Tax Loss Limitations Imposed on Individuals and Pass-through Entities (Webinar) (25WS-1238)25WS-1238 | *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 | |
| 10/17/2025 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (25WS-0984)25WS-0984 | *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 | |
| 9/13/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's How to Effectively Represent Clients Under IRS Audit (Webinar) (25WS-1395)25WS-1395 | *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 | |
| 11/4/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Hiring New Workers and Payroll Taxes (Webinar) (25WS-0732)25WS-0732 | *Form W-4*Form I-9*Form W-9*End-of-year compliance*Payroll tax returns*Unemployment insurance | |
| 8/7/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Accountability and Action (Webinar) (25WS-1292)25WS-1292 | *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 | |
| 10/24/2025 | 12:30 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Real Estate Taxation: Critical Considerations (Webinar) (25WS-1473)25WS-1473 | *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 | |
| 11/13/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Successfully Completing a Gift Tax Return: Form 709 (Webinar) (25WS-1018)25WS-1018 | *Taxpayers who do not file gift tax returns but should*The annual exclusion rules for gifts to trusts including required Crummey notices*What should be disclosed on the return for purposes of running the statute of limitations*The reporting of installment sales and split-interest*Valuations and valuation discounts for gifts of closely held businesses*The utilization of Generation Skipping Transfer Tax and the related automatic allocation rules*Reporting the use of a deceased spouse's unused exclusion exemption amount (DSUEA)*A line-by-line explanation of Form 709 | |
| 9/17/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Preparing C Corporation Tax Returns for New Staff and Paraprofessionals (Webinar) (25WS-1887)25WS-1887 | *Preparation of a reasonably complicated Form 1120, "U.S. Corporate 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 depreciationrecapture*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! | |
| 12/30/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (25WS-0704)25WS-0704 | *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 | |
| 8/5/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Fiduciary Income Tax Returns: Form 1041 Workshop with Filled-in Forms (Webinar) (25WS-0715)25WS-0715 | *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 | |
| 8/6/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's The Accounting Leaders' Survival Guide: Strategies for Managing Organizational Change (Webinar) (25WS-1336)25WS-1336 | *Learn the power of flexibility and adaptability*Manage daily changes and stressors*Avoid burnout and achieve work-life balance | |
| 10/29/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments (Webinar) (25WS-0603)25WS-0603 | *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 | |
| 7/18/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Working Remotely: Best Practices, Challenges and Opportunities (Webinar) (25WS-0723)25WS-0723 | *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 | |
| 8/6/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Exploring Client Advisory Services: Tax Due Dates and Penalties/Where Do I Need To File? (Webinar) (25WS-1015)25WS-1015 | *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 | |
| 9/17/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Contract Law for Accounting and Finance Professionals (Webinar) (25WS-0679)25WS-0679 | *Contract formation*The necessary components of an enforceable contract*Common defenses to enforcement*Legal capacity requirements*Contract interpretation | |
| 7/31/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Data Security: Best Practices to Protect Your Business and Yourself (Webinar) (25WS-1036)25WS-1036 | *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 | |
| 9/19/2025 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's The Most Critical Challenges in Governmental Accounting Today (Webinar) (25WS-0989)25WS-0989 | *The implementation of GASB No. 101 on compensated absences*The 2025 application of GASB No. 102 regarding certain risk disclosures*GASB No. 103 addressing improvements to the financial reporting model*Additional recently issued GASB standards and projects | |
| 9/15/2025 | 12 - 3:30 p.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) (25WS-1725)25WS-1725 | *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 | |
| 12/11/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's IRS Tax Examinations and Hot Issues (Webinar) (25WS-1346)25WS-1346 | *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 | |
| 10/30/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Tax Loss Limitations Imposed on Individuals and Pass-through Entities (Webinar) (25WS-1760)25WS-1760 | *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 | |
| 12/15/2025 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Features and Benefits of SEP IRAs and SIMPLE IRAs (Webinar) (25WS-0785)25WS-0785 | *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 | |
| 8/18/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Predicting Future Financial Issues Facing the Financial Executive (Webinar) (25WS-0874)25WS-0874 | *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 | |
| 8/28/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| Surgent's Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit (Webinar) (25WS-0932)25WS-0932 | *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 | |
| 9/8/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| CANCELLED - Surgent's Examining ASC 842, Leases: More Than Meets the Eye (Webinar) (25WS-1486)25WS-1486 | *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*Transition guidance*Other operational issues*Recently issued updates to the lease accounting guidance*FASB guidance on accounting for COVID-19-related rent concessions*Feedback from the public company adoption of Topic 842 | |
| 11/14/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Employer's Handbook: Health Care, Retirement and Fringe Benefit Tax Issues (Webinar) (25WS-1259)25WS-1259 | *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 | |
| 10/21/2025 | 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) (25WS-1474)25WS-1474 | *Funding options for Roth accounts*529 plans to Roth IRAs*Backdoor Roth strategies*The new Roth SEP and Roth SIMPLE IRAs*Roth 401(k) contribution rules*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 401(k)s and Roth IRAs*Direct and indirect Roth conversions*Direct and indirect rollovers from Roth 401(k) plans*The risky recapture of the 10% penalty *How the ordering rules work and when they apply*FIFO rules for Roth IRAs*Case studies and cheat sheets to reinforce concepts | |
| 11/13/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (25WS-1096)25WS-1096 | *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 | |
| 9/27/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Single Auditing Made Simple (Webinar) (25WS-0950)25WS-0950 | *The key requirements and responsibilities related to the schedule of expenditures of federal awards and the determination of major programs*The processes of determining the direct and material compliance requirements, obtaining an understanding of and testing the related internal controls, and performing compliance testing*The development and reporting of findings in the schedule of findings and questioned costs*Additional performance and reporting responsibilities | |
| 9/9/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Ins and Outs of Health Savings Accounts (Webinar) (25WS-0835)25WS-0835 | *Benefits of an HSA*How an employer sets up an HSA*How individuals qualify to set up an HSA*High deductible health plans and how they relate to an HSA*Eligible medical expenditures*Annual contributions to an HSA*Importance of enrollment in Medicare*Qualified HSA funding distribution | |
| 8/22/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Excel Lookups: Moving Beyond VLOOKUP Limitations (Webinar) (25WS-1002)25WS-1002 | *Using lookup functions as an alternative to direct cell references*Understand the limitations of the VLOOKUP function*Discover ways to move beyond these limitations | |
| 9/16/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Top Business Tax Planning Strategies (Webinar) (25WS-1496)25WS-1496 | *Use of the budget reconciliation process to enact major tax legislation*Whether the Tax Cuts and Jobs Act of 2017 expires after 2025*Elimination of income taxation on tips, Social Security payments, and overtime*Changes in marginal tax rates after 2025, including 15% rate on corporations for domestic manufacturing*Section 163(j) -- deduction limitation based on EBIT rather than EBITDA*Various tariff proposals ranging from 10% to 200%*Reinstatement of 100% bonus depreciation*Changes in research and development expensing*Increased tax-free benefits for commuting, health, and child care | |
| 11/17/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding Partnership Taxation: Types of Basis, Contributions and Distributions (Webinar) (25WS-0669)25WS-0669 | *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 | |
| 7/29/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's The Essential Multistate Tax Update (Webinar) (25WS-1858)25WS-1858 | *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 | |
| 12/26/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Form 1065 Boot Camp: Step-by-Step Preparation with Completed Forms (Webinar) (25WS-1207)25WS-1207 | *Comprehensive coverage of the Inflation Reduction Act of 2022*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 | |
| 10/15/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Representing a Client in an IRS Audit (Webinar) (25WS-1263)25WS-1263 | *Substantially increased IRS funding provided by the Inflation Reduction Act*IRS test program in 2024 to determine if it should prepare tax returns*Using improved data and analytics to tailor timely collections contacts*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: roadmap to IRS audit issues | |
| 10/21/2025 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's The Essential Multistate Tax Update (Webinar) (25WS-1723)25WS-1723 | *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 | |
| 12/11/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Top Individual Tax Planning Strategies (Webinar) (25WS-0937)25WS-0937 | *New Clean Vehicles (CV) and the Clean Vehicle Credit*What the CV seller must provide to the buyer*Credit for previously owned CVs*Energy efficient home improvement credit*Increase in age for required beginning date for RMDs*Reduction in excise tax on RMD failures*Indexing IRA catch-up limit*Higher catch-up limit to apply at age 60, 61, 62 and 63*Withdrawals for certain emergency expenses*Qualifying longevity annuity contracts (QLACs)*One-time election for qualified charitable distribution (QCD) to split-interest entity; increase in QCD limitation | |
| 9/8/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Taking Advantage of Installment Sales and Like-Kind Exchanges (Webinar) (25WS-1375)25WS-1375 | *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 | |
| 11/3/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Hiring New Workers and Payroll Taxes (Webinar) (25WS-1252)25WS-1252 | *Form W-4*Form I-9*Form W-9*End-of-year compliance*Payroll tax returns*Unemployment insurance | |
| 10/20/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's IRS Tax Examinations and Hot Issues (Webinar) (25WS-1484)25WS-1484 | *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 | |
| 11/14/2025 | 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) (25WS-1201)25WS-1201 | *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 | |
| 10/14/2025 | 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) (25WS-1471)25WS-1471 | *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 | |
| 11/13/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Surgent's Essential Depreciation and Expensing Update (Webinar) (25WS-0644)25WS-0644 | *Resolved technical glitches for qualified improvement property*Detailed coverage of Section 179 expense elections and Section 168(k) bonus or additional first-year depreciation -- how to maximize them, definitions, limitations, qualified property, etc.*Sale 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 start-up, 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 | |
| 7/24/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Tax Planning for Rental Real Estate (Webinar) (25WS-1074)25WS-1074 | *Rental activities and passive activities*Material participation*Real estate professional status*Active participation statusDepreciation 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 | |
| 9/24/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Real Estate Taxation: Critical Considerations (Webinar) (25WS-1050)25WS-1050 | *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 | |
| 9/22/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Update on the SECURE 2.0 Act (Webinar) (25WS-0898)25WS-0898 | *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 | |
| 9/2/2025 | 9 - 11 a.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) (25WS-0721)25WS-0721 | *Funding options for Roth accounts*529 plans to Roth IRAs*Backdoor Roth strategies*The new Roth SEP and Roth SIMPLE IRAs*Roth 401(k) contribution rules*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 401(k)s and Roth IRAs*Direct and indirect Roth conversions*Direct and indirect rollovers from Roth 401(k) plans*The risky recapture of the 10% penalty *How the ordering rules work and when they apply*FIFO rules for Roth IRAs*Case studies and cheat sheets to reinforce concepts | |
| 8/6/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding and Testing Control and Compliance in a Single Audit (Webinar) (25WS-0878)25WS-0878 | *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 | |
| 8/28/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Understanding and Managing Burnout Among Accounting and Finance Professionals (Webinar) (25WS-0619)25WS-0619 | *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 | |
| 7/22/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-0818)25WS-0818 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, 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*Potential expiration of select TCJA provisions - understand the implications for individual and business taxpayers as key provisions of the TCJA approach sunset dates*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 transactionsThe 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 | |
| 8/21/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (25WS-0765)25WS-0765 | *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 | |
| 8/14/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (25WS-0848)25WS-0848 | *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 | |
| 8/26/2025 | 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) (25WS-1397)25WS-1397 | *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 | |
| 11/5/2025 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Required Minimum Distributions: Compliance and Planning (Webinar) (25WS-0939)25WS-0939 | *Minimum distribution requirement changes by the SECURE Act 2.0*Latest guidance issued by the IRS related to required minimum distributions*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 | |
| 9/8/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Resilience: The Ultimate Leadership Skill for Accountants -- How to Build it in Yourself and Others (Webinar) (25WS-0804)25WS-0804 | *Bounce back from adversity and pressure*Avoid giving up too soon*Reframe challenges*Learn resilience and transform from mistakes | |
| 8/19/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Understanding How the IRS Rewards Whistleblowers (Webinar) (25WS-1094)25WS-1094 | *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 | |
| 9/26/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (25WS-1436)25WS-1436 | *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 | |
| 11/8/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Weekly Expert Hour (Webinar) (25WS-1421)25WS-1421 | *Each week's topics will change based on the most critical issues affecting financial professionals | |
| 11/6/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Coaching Skills for Managers and Supervisors (Webinar) (25WS-1369)25WS-1369 | *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 | |
| 11/3/2025 | 12:30 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Preparing Individual Tax Returns for New Staff and Paraprofessionals (Webinar) (25WS-2095)25WS-2095 | *New and expanded energy credits under the Inflation Reduction Act (IRA)*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 | |
| 2/2/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Marijuana: A Generalized Business Viewpoint (Webinar) (25WS-0896)25WS-0896 | *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 | |
| 9/2/2025 | 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) (25WS-0749)25WS-0749 | *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 | |
| 8/12/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Government and Nonprofit Frauds and Controls to Stop Them (Webinar) (25WS-0915)25WS-0915 | *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 not-for-profit | |
| 9/4/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Data Analytics for Accountants and Financial Managers (Webinar) (25WS-0941)25WS-0941 | *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 | |
| 9/9/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Taking Advantage of Installment Sales (Webinar) (25WS-1361)25WS-1361 | *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? | |
| 10/31/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-1190)25WS-1190 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, 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*Potential expiration of select TCJA provisions - understand the implications for individual and business taxpayers as key provisions of the TCJA approach sunset dates*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 transactionsThe 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 | |
| 10/13/2025 | 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) (25WS-2146)25WS-2146 | *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 | |
| 2/10/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Six Common Barriers to Investment Success (Webinar) (25WS-1243)25WS-1243 | *Availability bias*Herding*Loss aversion*Present bias*Anchoring*Home country bias | |
| 10/20/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Unconscious Bias for Managers, Supervisors and Executives (Webinar) (25WS-0610)25WS-0610 | *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. | |
| 7/21/2025 | 9 - 11 a.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) (25WS-1092)25WS-1092 | *Making an S corporation election and late filing relief*Disproportionate distributions*Selling S corporation shares*Redemption rules | |
| 9/26/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Privacy and Security Training: Obligations of Confidentiality and Safekeeping (Webinar) (25WS-1308)25WS-1308 | *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) | |
| 10/27/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Ethics for Tax Professionals (Webinar) (25WS-0718)25WS-0718 | *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? | |
| 8/6/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing (Webinar) (25WS-0615)25WS-0615 | *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 not-for-profits (including SAS No. 146 on quality management)*Recent GASB activities directed toward state and local governments (e.g., the implementation of GASB No. 101 on compensated absences, GASB No. 102 on certain risk disclosures, GASB No. 103 on improvements to the financial reporting model, and additional GASB projects)*Critical, but sometimes overlooked, FASB ASC 958 implementation guidance and illustrations for not-for-profits) | |
| 7/21/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Project Management: Tips, Tricks and Traps (Webinar) (25WS-1124)25WS-1124 | *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 | |
| 10/1/2025 | 12 - 3:30 p.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) (25WS-1061)25WS-1061 | *Increase productivity and profitability*Communicate better and resolve conflict*Learn teamwork principles in today's changing accounting workplace*Motivate yourself and your team | |
| 9/23/2025 | 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) (25WS-0616)25WS-0616 | *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 | |
| 7/21/2025 | 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) (25WS-1498)25WS-1498 | *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 | |
| 11/17/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding Partnership Taxation: Types of Basis, Contributions and Distributions (Webinar) (25WS-1362)25WS-1362 | *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 | |
| 10/31/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Reducing a Business Owner Client's Exposure to Social Security and Self-Employment Taxes (Webinar) (25WS-1323)25WS-1323 | *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 | |
| 10/28/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's International Tax Challenges and Opportunities for U.S. Filers (Webinar) (25WS-0846)25WS-0846 | *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 | |
| 8/25/2025 | 9 a.m. - 12 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Excel Tables and Conditional Summing (Webinar) (25WS-1444)25WS-1444 | *Using the Table object to store data*Using the conditional summing function to aggregate Table data*Using the Table object to create mapping tables | |
| 11/10/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Choosing the Right Business Entity (Webinar) (25WS-1440)25WS-1440 | *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 | |
| 11/10/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Best Practices in Not-for-Profit Accounting and Reporting (Webinar) (25WS-1306)25WS-1306 | *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 | |
| 10/27/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's The CMA's Guide to Project Management (Webinar) (25WS-0728)25WS-0728 | *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 | |
| 8/7/2025 | 9 - 11 a.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| Surgent's Section 199A: Schedule K-1 Reporting by Relevant Pass-Through Entities (Webinar) (25WS-0925)25WS-0925 | *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 | |
| 9/5/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Understanding Partnership Taxation: Debt Allocations (Webinar) (25WS-1250)25WS-1250 | *Recourse debt allocations*Constructive liquidation scenarios*Nonrecourse debt allocations*Minimum gains and nonrecourse deductions*Section 704(c) gains*Allocations under 704(c) | |
| 10/20/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Tax Research (Webinar) (25WS-1175)25WS-1175 | *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 | |
| 10/9/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Successfully Completing an Estate Tax Return: Form 706 (Webinar) (25WS-1167)25WS-1167 | *Changes to the IRS Form 706*How to successfully navigate the form*The ins and outs of the "portability" rules, including how the rules actually work using common examples*Income tax consequences*How to avoid malpractice traps*Overlooked GST issues | |
| 10/8/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (25WS-1435)25WS-1435 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, 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*Potential expiration of select TCJA provisions - understand the implications for taxpayers as key provisions of the TCJA approach sunset dates*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*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*Form 1099-K reporting requirements*Bonus depreciation*Section 174 Research & Experimental Expenditures -- guidance under Notice 2023-63 and Notice 2024-12*Decentralized Autonomous Organizations (DAOs) | |
| 11/8/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Engagement and Client Retention Best Practices (Webinar) (25WS-1425)25WS-1425 | *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 | |
| 11/7/2025 | 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) (25WS-0833)25WS-0833 | *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 | |
| 8/22/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Schedules K-2 and K-3: Preparation of Forms (Webinar) (25WS-1285)25WS-1285 | *How to read and complete Parts II and III for Foreign Tax Credit*Practical tips on how to tackle Parts IV and IX for corporate partners*How to correctly fill out Parts X and XIII for foreign partners*Comprehensive examples for operating, real estate rental, and investment partnerships with filled-in sample forms | |
| 10/23/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Data Analytics Toolkit: Tools and Applications (Webinar) (25WS-1110)25WS-1110 | *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 | |
| 9/30/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Single Auditing Made Simple (Webinar) (25WS-1081)25WS-1081 | *The key requirements and responsibilities related to the schedule of expenditures of federal awards and the determination of major programs*The processes of determining the direct and material compliance requirements, obtaining an understanding of and testing the related internal controls, and performing compliance testing*The development and reporting of findings in the schedule of findings and questioned costs*Additional performance and reporting responsibilities | |
| 9/25/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Tax Loss Limitations Imposed on Individuals and Pass-through Entities (Webinar) (25WS-1041)25WS-1041 | *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 | |
| 9/19/2025 | 1 - 4 p.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) (25WS-1052)25WS-1052 | *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 | |
| 9/22/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Individual and Financial Planning Tax Camp (Webinar) (25WS-1492)25WS-1492 | *Comprehensive coverage of the SECURE Act 2.0*Understanding the environment: what's new, what's expired or expiring, and what's likely to change*Reading a tax return for developing client-specific tax strategies*Changes to the lifetime estate tax exemption in light of 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 solvency issues*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 | |
| 11/15/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them (Webinar) (25WS-1339)25WS-1339 | *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 | |
| 10/29/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Choosing the Right Business Entity (Webinar) (25WS-0985)25WS-0985 | *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 | |
| 9/13/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Did I Pick the Right Major? Selecting Major Programs in a Single Audit (Webinar) (25WS-1016)25WS-1016 | *Understanding the risk-based program selection approach to identifying major programs*The four-step major program determination process*How to identify "not low-risk type A programs" and "high-risk type B programs" | |
| 9/17/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Advanced Individual Income Tax Return Issues (Webinar) (25WS-1338)25WS-1338 | *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 | |
| 10/29/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Technical Business Practice Issues and Tax Forms for Experienced Practitioners (Webinar) (25WS-1399)25WS-1399 | *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
*White House 2025 Budget Points
*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
* | |
| 11/5/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Going Out on Your Own: Entity Types and Accounting Methods (Webinar) (25WS-0867)25WS-0867 | *Financial planning pyramid*What to consider when picking an entity*Single member LLC vs. sole proprietorship*Corporations -- S vs. C*Double taxation | |
| 8/27/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Government and Nonprofit Frauds and Controls to Stop Them (Webinar) (25WS-1121)25WS-1121 | *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 not-for-profit | |
| 10/1/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Government and Nonprofit Frauds and Controls to Stop Them (Webinar) (25WS-1271)25WS-1271 | *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 not-for-profit | |
| 10/22/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Going Out on Your Own: Entity Types and Accounting Methods (Webinar) (25WS-1156)25WS-1156 | *Financial planning pyramid*What to consider when picking an entity*Single member LLC vs. sole proprietorship*Corporations -- S vs. C*Double taxation | |
| 10/7/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Successfully Completing a Gift Tax Return: Form 709 (Webinar) (25WS-1203)25WS-1203 | *Taxpayers who do not file gift tax returns but should*The annual exclusion rules for gifts to trusts including required Crummey notices*What should be disclosed on the return for purposes of running the statute of limitations*The reporting of installment sales and split-interest*Valuations and valuation discounts for gifts of closely held businesses*The utilization of Generation Skipping Transfer Tax and the related automatic allocation rules*Reporting the use of a deceased spouse's unused exclusion exemption amount (DSUEA)*A line-by-line explanation of Form 709 | |
| 10/14/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Features and Benefits of SEP IRAs and SIMPLE IRAs (Webinar) (25WS-0672)25WS-0672 | *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 | |
| 7/30/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Lessons Learned From Recent Accounting Malpractice Actions (Webinar) (25WS-0656)25WS-0656 | *Common instances of accounting malpractice *Current claim trends*Frequent defenses to claims*Statute of limitations*Damages*Claims by practice area | |
| 7/28/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 1 Ethics |
| Surgent's What Practitioners Need to Know About Estate Planning and Administering a Client's Estate (Webinar) (25WS-0940)25WS-0940 | *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 | |
| 9/9/2025 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know (Webinar) (25WS-0634)25WS-0634 | *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 | |
| 7/23/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Schedules K-2 and K-3: Preparation of Forms (Webinar) (25WS-0947)25WS-0947 | *How to read and complete Parts II and III for Foreign Tax Credit*Practical tips on how to tackle Parts IV and IX for corporate partners*How to correctly fill out Parts X and XIII for foreign partners*Comprehensive examples for operating, real estate rental, and investment partnerships with filled-in sample forms | |
| 9/9/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Business Law Essentials for Practitioners and Controllers (Webinar) (25WS-0611)25WS-0611 | *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 | |
| 7/21/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Tax Loss Limitations Imposed on Individuals and Pass-through Entities (Webinar) (25WS-1491)25WS-1491 | *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 | |
| 11/14/2025 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Exploring Business Valuation Fundamentals (Webinar) (25WS-1162)25WS-1162 | *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 | |
| 10/8/2025 | 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) (25WS-0629)25WS-0629 | *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 | |
| 7/23/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Individual and Financial Planning Tax Camp (Webinar) (25WS-1405)25WS-1405 | *Comprehensive coverage of the SECURE Act 2.0*Understanding the environment: what's new, what's expired or expiring, and what's likely to change*Reading a tax return for developing client-specific tax strategies*Changes to the lifetime estate tax exemption in light of 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 solvency issues*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 | |
| 11/5/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Introduction to Required Minimum Distributions (Webinar) (25WS-1155)25WS-1155 | *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 | |
| 10/7/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's A Complete Guide to Reporting Form 1099-DA (Webinar) (25WS-0658)25WS-0658 | *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 | |
| 7/28/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's A Guide to Gig Economy Tax Issues (Webinar) (25WS-1311)25WS-1311 | *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 | |
| 10/27/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Top Ten Questions from Partnership Clients Regarding the Section 754 Election (Webinar) (25WS-1861)25WS-1861 | *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? | |
| 12/26/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Simply Auditing Not-for-Profits Efficiently (Webinar) (25WS-0897)25WS-0897 | *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.) | |
| 9/2/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Individual and Financial Planning Tax Camp (Webinar) (25WS-1221)25WS-1221 | *Comprehensive coverage of the SECURE Act 2.0*Understanding the environment: what's new, what's expired or expiring, and what's likely to change*Reading a tax return for developing client-specific tax strategies*Changes to the lifetime estate tax exemption in light of 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 solvency issues*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 | |
| 10/16/2025 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Anatomy of a Ransomware Event and Incident Response (Webinar) (25WS-0591)25WS-0591 | *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 | |
| 7/17/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Strategies for Maximizing Social Security Benefits (Webinar) (25WS-1409)25WS-1409 | *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 | |
| 11/5/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Excel Budgeting Ideas (Webinar) (25WS-1171)25WS-1171 | *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 | |
| 10/9/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Food, Beverage and Entertainment Expensing (Webinar) (25WS-0734)25WS-0734 | *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 | |
| 8/8/2025 | 12 - 2 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) (25WS-0877)25WS-0877 | *Making an S corporation election and late filing relief*Disproportionate distributions*Selling S corporation shares*Redemption rules | |
| 8/28/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (25WS-0930)25WS-0930 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, 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*Potential expiration of select TCJA provisions - understand the implications for individual and business taxpayers as key provisions of the TCJA approach sunset dates*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 | |
| 9/8/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Working Remotely: Best Practices, Challenges and Opportunities (Webinar) (25WS-1042)25WS-1042 | *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 | |
| 9/19/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (25WS-0890)25WS-0890 | *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 | |
| 9/2/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Select Estate and Life Planning Issues for the Middle-Income Client (Webinar) (25WS-1322)25WS-1322 | *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 | |
| 10/28/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Mastering Accounting for Income Taxes (Webinar) (25WS-1208)25WS-1208 | *The sources of deferred tax assets and liabilities*Calculating the deferred tax asset or liability*Reporting income-tax expense and balance sheet items*CARES Act accounting implications*Defining, analyzing, and reporting uncertain tax positions*Classification of deferred tax assets and liabilities*Disclosure requirements*Recent and proposed changes to the accounting and disclosure requirements for income taxes | |
| 10/15/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Six Common Barriers to Investment Success (Webinar) (25WS-0903)25WS-0903 | *Availability bias*Herding*Loss aversion*Present bias*Anchoring*Home country bias | |
| 9/3/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Employer's Handbook: Legal, Tax and Health Care Issues (Webinar) (25WS-0682)25WS-0682 | *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? | |
| 7/31/2025 | 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) (25WS-1021)25WS-1021 | *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? | |
| 9/17/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Weekly Expert Hour (Webinar) (25WS-0602)25WS-0602 | *Each week's topics will change based on the most critical issues affecting financial professionals | |
| 7/17/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Basis Shifting: Final Regulations (Webinar) (25WS-1343)25WS-1343 | *What is a transaction of interest?*Reporting transactions of interest on Form 8886*Why make a Section 754 election?*Adjustments under Sections 743(b), 734(b), and 732*Applicable threshold amounts for reporting*What is a basis shift?*Who is a material advisor and why is that status important?*Section 755 rules for allocating the Section 743(b) and Section 734(b) basis adjustments*Transfers of a partnership interest on death*What is a substantially similar transaction?*Who is a "tax-indifferent" party in a partnership? | |
| 10/30/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Reasonable Suspicion (Webinar) (25WS-0864)25WS-0864 | *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 | |
| 8/27/2025 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Surgent's Employer's Handbook: Legal, Tax and Health Care Issues (Webinar) (25WS-0845)25WS-0845 | *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? | |
| 8/25/2025 | 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) (25WS-0635)25WS-0635 | *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 | |
| 7/23/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Form 1040 Return Review Boot Camp for New and Experienced Reviewers (Webinar) (25WS-1442)25WS-1442 | *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 | |
| 11/10/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's S Corporation Taxation: Advanced Issues (Webinar) (25WS-1235)25WS-1235 | *Detailed rules governing basis in the shareholder's debt and stock*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 | |
| 10/17/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Best Practices in Not-for-Profit Accounting and Reporting (Webinar) (25WS-0840)25WS-0840 | *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 | |
| 8/25/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Understanding Partnership Taxation: Types of Basis, Contributions and Distributions (Webinar) (25WS-1073)25WS-1073 | *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 | |
| 9/24/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (25WS-1163)25WS-1163 | *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 | |
| 10/8/2025 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Individual and Financial Planning Tax Camp (Webinar) (25WS-0907)25WS-0907 | *Comprehensive coverage of the SECURE Act 2.0*Understanding the environment: what's new, what's expired or expiring, and what's likely to change*Reading a tax return for developing client-specific tax strategies*Changes to the lifetime estate tax exemption in light of 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 solvency issues*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 | |
| 9/3/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Tax Forms Boot Camp: LLCs, Partnerships and S Corporations (Webinar) (25WS-1972)25WS-1972 | *Compare and contrast 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*Gain a comprehensive understanding of income tax laws for S corporations from eligibility and election to tax return preparation, stock basis, and loss limitation issues*Recognize and properly handle special pass-through items of income and expense*Accurately prepare S corporation returns and reconcile book income to taxable income*Accurately prepare partnership returns and reconcile book income to taxable income*What the transactional method entails and how to report partners' capital accounts under this method*Properly handle the tax treatment of distributions to shareholders, partners, or members*Understand the special restrictions and sanctions for tax year-end selection*Review 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" | |
| 1/13/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (25WS-1054)25WS-1054 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, 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*Potential expiration of select TCJA provisions - understand the implications for individual and business taxpayers as key provisions of the TCJA approach sunset dates*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 | |
| 9/23/2025 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Forms 7217 and 7203 (Webinar) (25WS-1048)25WS-1048 | *Tax treatment of partnership distributions to partners of cash and property other than cash*Basis of property received in a partnership distribution*IRS's new regulations regarding basis shifting in favor of high-marginal tax rate related partners*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 | |
| 9/22/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-0920)25WS-0920 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, 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*Potential expiration of select TCJA provisions - understand the implications for individual and business taxpayers as key provisions of the TCJA approach sunset dates*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 transactionsThe 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 | |
| 9/5/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Perplexing Financial and Economic Issues for the CFO/Controller (Webinar) (25WS-0640)25WS-0640 | *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 | |
| 7/24/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's 2025 Tax Update for Client Advisory Services (Webinar) (25WS-1289)25WS-1289 | *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 | |
| 10/23/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Establishing State Residency and Saving Your Clients Money (Webinar) (25WS-1164)25WS-1164 | *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 | |
| 10/8/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Predicting Future Financial Issues Facing the Financial Executive (Webinar) (25WS-0727)25WS-0727 | *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 | |
| 8/7/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| Surgent's Understanding and Testing Control and Compliance in a Single Audit (Webinar) (25WS-0971)25WS-0971 | *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 | |
| 9/11/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Partnership and LLC Core Tax Issues From Formation Through Liquidation (Webinar) (25WS-0700)25WS-0700 | *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 | |
| 8/4/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Tax Loss Limitations Imposed on Individuals and Pass-through Entities (Webinar) (25WS-2002)25WS-2002 | *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 | |
| 1/16/2026 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Controllership Skills Update: Current Survival Skills (Webinar) (25WS-1001)25WS-1001 | *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 | |
| 9/16/2025 | 12 - 2 p.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| Surgent's Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services (Webinar) (25WS-0641)25WS-0641 | *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 | |
| 7/24/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Individual and Financial Planning Tax Camp (Webinar) (25WS-0927)25WS-0927 | *Comprehensive coverage of the SECURE Act 2.0*Understanding the environment: what's new, what's expired or expiring, and what's likely to change*Reading a tax return for developing client-specific tax strategies*Changes to the lifetime estate tax exemption in light of 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 solvency issues*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 | |
| 9/6/2025 | 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) (25WS-0759)25WS-0759 | *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 | |
| 8/13/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Industry Accountant Key Performance Metrics (Webinar) (25WS-1347)25WS-1347 | *Key tools used by businesses and financial professionals across the globe to measure performance*Detailed, real-world examples of businesses utilizing these tools | |
| 10/30/2025 | 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) (25WS-0684)25WS-0684 | *Reasonable compensation*Fringe benefits for S corporation shareholders*Built-in gains tax*Excess passive income tax*Notice 2020-75: PTE elections | |
| 7/31/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Taking Advantage of Like-Kind Exchanges (Webinar) (25WS-1222)25WS-1222 | *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 | |
| 10/16/2025 | 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) (25WS-0992)25WS-0992 | *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 | |
| 9/15/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing (Webinar) (25WS-1654)25WS-1654 | *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 not-for-profits (including SAS No. 146 on quality management)*Recent GASB activities directed toward state and local governments (e.g., the implementation of GASB No. 101 on compensated absences, GASB No. 102 on certain risk disclosures, GASB No. 103 on improvements to the financial reporting model, and additional GASB projects)*Critical, but sometimes overlooked, FASB ASC 958 implementation guidance and illustrations for not-for-profits) | |
| 12/4/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's The CMA's Guide to Project Management (Webinar) (25WS-1193)25WS-1193 | *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 | |
| 10/13/2025 | 2 - 4 p.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| Surgent's Form 1065 Boot Camp: Step-by-Step Preparation with Completed Forms (Webinar) (25WS-1712)25WS-1712 | *Comprehensive coverage of the Inflation Reduction Act of 2022*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 | |
| 12/11/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Preparing C Corporation Tax Returns for New Staff and Paraprofessionals (Webinar) (25WS-1798)25WS-1798 | *Preparation of a reasonably complicated Form 1120, "U.S. Corporate 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 depreciationrecapture*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! | |
| 12/18/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Tax Research: Intermediate Concepts (Webinar) (25WS-1113)25WS-1113 | *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 | |
| 9/30/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Guide to the AICPA Quality Management Standards (Webinar) (25WS-1012)25WS-1012 | *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 | |
| 9/17/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Improving Your Profits: Identifying Cost Cutting Opportunities (Webinar) (25WS-0729)25WS-0729 | *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 | |
| 8/7/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Technical Individual Practice Issues and Tax Forms for Experienced Practitioners (Webinar) (25WS-1458)25WS-1458 | *What's NEW for this year -- Items all practitioners must know*Form 1040 and Schedules 1 -- 3*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 | |
| 11/12/2025 | 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) (25WS-1356)25WS-1356 | *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 | |
| 10/31/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's More Money at the End of the Month: Strategic Ways to Improve Cash Flow (Webinar) (25WS-1115)25WS-1115 | *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 | |
| 9/30/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Nuts & Bolts of Cryptocurrency Taxation (Webinar) (25WS-0662)25WS-0662 | *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? | |
| 7/28/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Tax Forms Boot Camp: LLCs, Partnerships and S Corporations (Webinar) (25WS-2036)25WS-2036 | *Compare and contrast 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*Gain a comprehensive understanding of income tax laws for S corporations from eligibility and election to tax return preparation, stock basis, and loss limitation issues*Recognize and properly handle special pass-through items of income and expense*Accurately prepare S corporation returns and reconcile book income to taxable income*Accurately prepare partnership returns and reconcile book income to taxable income*What the transactional method entails and how to report partners' capital accounts under this method*Properly handle the tax treatment of distributions to shareholders, partners, or members*Understand the special restrictions and sanctions for tax year-end selection*Review 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" | |
| 1/22/2026 | 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) (25WS-2172)25WS-2172 | *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? | |
| 2/12/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Strategies for Maximizing Social Security Benefits (Webinar) (25WS-0793)25WS-0793 | *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 | |
| 8/18/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Weekly Expert Hour (Webinar) (25WS-1032)25WS-1032 | *Each week's topics will change based on the most critical issues affecting financial professionals | |
| 9/18/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Weekly Expert Hour (Webinar) (25WS-0829)25WS-0829 | *Each week's topics will change based on the most critical issues affecting financial professionals | |
| 8/21/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Form 1040 Return Review Boot Camp for New and Experienced Reviewers (Webinar) (25WS-2078)25WS-2078 | *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 | |
| 1/29/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them (Webinar) (25WS-1158)25WS-1158 | *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 | |
| 10/7/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Establishing State Residency and Saving Your Clients Money (Webinar) (25WS-0808)25WS-0808 | *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 | |
| 8/20/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Tax Research: Intermediate Concepts (Webinar) (25WS-0772)25WS-0772 | *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 | |
| 8/14/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Excel Budgeting Ideas (Webinar) (25WS-0820)25WS-0820 | *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 | |
| 8/21/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Weekly Expert Hour (Webinar) (25WS-0645)25WS-0645 | *Each week's topics will change based on the most critical issues affecting financial professionals | |
| 7/24/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Basis Shifting: Final Regulations (Webinar) (25WS-0744)25WS-0744 | *What is a transaction of interest?*Reporting transactions of interest on Form 8886*Why make a Section 754 election?*Adjustments under Sections 743(b), 734(b), and 732*Applicable threshold amounts for reporting*What is a basis shift?*Who is a material advisor and why is that status important?*Section 755 rules for allocating the Section 743(b) and Section 734(b) basis adjustments*Transfers of a partnership interest on death*What is a substantially similar transaction?*Who is a "tax-indifferent" party in a partnership? | |
| 8/11/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (25WS-1187)25WS-1187 | *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 | |
| 10/11/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Guide and Update to Compilations, Reviews and Preparations (Webinar) (25WS-0975)25WS-0975 | *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 | |
| 9/12/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Section 199A: Schedule K-1 Reporting by Relevant Pass-Through Entities (Webinar) (25WS-0701)25WS-0701 | *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 | |
| 8/4/2025 | 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) (25WS-0776)25WS-0776 | *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 | |
| 8/15/2025 | 12 - 2 p.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) (25WS-1619)25WS-1619 | *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 | |
| 12/2/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Audits of 401(k) Plans: New Developments and Critical Issues (Webinar) (25WS-1216)25WS-1216 | *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 | |
| 10/16/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Taking Advantage of Installment Sales (Webinar) (25WS-2087)25WS-2087 | *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? | |
| 1/30/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Stock vs. Asset Acquisitions of C Corporations (Webinar) (25WS-1326)25WS-1326 | *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 | |
| 10/28/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Real Estate for Accounting and Finance Professionals (Webinar) (25WS-1080)25WS-1080 | *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 | |
| 9/25/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Key Partnership and S Corporation Tax Planning Strategies (Webinar) (25WS-1439)25WS-1439 | *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 | |
| 11/10/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Successfully Completing an Income Tax Return for a Trust or Estate: Form 1041 (Webinar) (25WS-2164)25WS-2164 | *Passive activity rules for trusts including the NIIT*The different types of trusts for income tax purposes (e.g. simple, complex, grantor, charitable)*The critical categorization of income (taxable income vs. fiduciary accounting income)*Distributable net income (DNI) and how it works*The "Tier" Rules*The Separate Share Rule*IRC 663(b) "65-Day" Rule*IRC Section 691(c) Deduction*QSST and EBST elections*How to treat excess deductions on termination*Grantor trust rules and how they impact planning and return preparation*The income tax side of Domestic Asset Protection Trusts | |
| 2/12/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's The Risks and Benefits of ChatGPT and Artificial Intelligence (Webinar) (25WS-1100)25WS-1100 | *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 | |
| 9/29/2025 | 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) (25WS-0849)25WS-0849 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, 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*Potential expiration of select TCJA provisions - understand the implications for taxpayers as key provisions of the TCJA approach sunset dates*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*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*Form 1099-K reporting requirements*Bonus depreciation*Section 174 Research & Experimental Expenditures -- guidance under Notice 2023-63 and Notice 2024-12*Decentralized Autonomous Organizations (DAOs) | |
| 8/26/2025 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Introduction to Required Minimum Distributions (Webinar) (25WS-1051)25WS-1051 | *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 | |
| 9/22/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Fiduciary Income Tax Returns: Form 1041 Workshop with Filled-in Forms (Webinar) (25WS-1023)25WS-1023 | *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 | |
| 9/18/2025 | 9 a.m. - 5 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) (25WS-0957)25WS-0957 | *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 | |
| 9/10/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Getting Ahead: The Art of Marketing for CPAs (Webinar) (25WS-1457)25WS-1457 | *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 | |
| 11/12/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Introduction to Required Minimum Distributions (Webinar) (25WS-1419)25WS-1419 | *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 | |
| 11/6/2025 | 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) (25WS-0675)25WS-0675 | *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 | |
| 7/30/2025 | 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) (25WS-0969)25WS-0969 | *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 | |
| 9/11/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Project Management: Tips, Tricks and Traps (Webinar) (25WS-0836)25WS-0836 | *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 | |
| 8/22/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Managing Up the Ladder (Webinar) (25WS-0649)25WS-0649 | *Influence, persuasion, and power*Navigating without position power | |
| 7/25/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Annual Tax-Planning Guide for S Corporations, Partnerships, and LLCs (Webinar) (25WS-0747)25WS-0747 | *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 | |
| 8/11/2025 | 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) (25WS-0726)25WS-0726 | *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 | |
| 8/7/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's What CPAs Should Know About Trust Instruments (Webinar) (25WS-0627)25WS-0627 | *Legal definitions and principals involving estates and trusts*Basic principles regarding property ownership*Types of trusts commonly used*Trust accounting fundamentals*Certain clauses that are important to understand*Formula valuation clauses*Requirements for a trust to be a qualified designated beneficiary of an IRA*Using IRD to fund charitable bequests | |
| 7/22/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Getting Ahead: The Art of Marketing for CPAs (Webinar) (25WS-0796)25WS-0796 | *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 | |
| 8/19/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's The Most Critical Challenges in Not-for-Profit Accounting Today (Webinar) (25WS-1332)25WS-1332 | *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 | |
| 10/29/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes (Webinar) (25WS-1040)25WS-1040 | *Reasonable compensation*Fringe benefits for S corporation shareholders*Built-in gains tax*Excess passive income tax*Notice 2020-75: PTE elections | |
| 9/19/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Food, Beverage and Entertainment Expensing (Webinar) (25WS-1245)25WS-1245 | *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 | |
| 10/20/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's A Complete Guide to Reporting Form 1099-DA (Webinar) (25WS-1391)25WS-1391 | *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 | |
| 11/4/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Real Estate Taxation: Critical Considerations (Webinar) (25WS-2012)25WS-2012 | *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 | |
| 1/20/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Tax Research (Webinar) (25WS-0703)25WS-0703 | *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 | |
| 8/4/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Introduction to Forensic Accounting (Webinar) (25WS-0979)25WS-0979 | *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 | |
| 9/12/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (25WS-0725)25WS-0725 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, 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*Potential expiration of select TCJA provisions - understand the implications for taxpayers as key provisions of the TCJA approach sunset dates*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*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*Form 1099-K reporting requirements*Bonus depreciation*Section 174 Research & Experimental Expenditures -- guidance under Notice 2023-63 and Notice 2024-12*Decentralized Autonomous Organizations (DAOs) | |
| 8/7/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's The Most Critical Challenges in Governmental Accounting Today (Webinar) (25WS-1192)25WS-1192 | *The implementation of GASB No. 101 on compensated absences*The 2025 application of GASB No. 102 regarding certain risk disclosures*GASB No. 103 addressing improvements to the financial reporting model*Additional recently issued GASB standards and projects | |
| 10/13/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (25WS-1330)25WS-1330 | *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 | |
| 10/29/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Government and Nonprofit Frauds and Controls to Stop Them (Webinar) (25WS-0832)25WS-0832 | *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 not-for-profit | |
| 8/22/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area (Webinar) (25WS-1477)25WS-1477 | *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 | |
| 11/13/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Form 1040 Return Review Boot Camp for New and Experienced Reviewers (Webinar) (25WS-1256)25WS-1256 | *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 | |
| 10/21/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit (Webinar) (25WS-0787)25WS-0787 | *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 | |
| 8/18/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's A Complete Guide to the Yellow Book (Webinar) (25WS-1385)25WS-1385 | *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 | |
| 11/4/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Form 1040 Return Review Boot Camp for New and Experienced Reviewers (Webinar) (25WS-1345)25WS-1345 | *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 | |
| 10/30/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Applying the Yellow Book to a Financial Statement Audit (Webinar) (25WS-1447)25WS-1447 | *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 | |
| 11/10/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Achieving High Levels of Compliance and Customer Service in Your Organization (Webinar) (25WS-0766)25WS-0766 | *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 | |
| 8/14/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Real Estate Taxation: Critical Considerations (Webinar) (25WS-0737)25WS-0737 | *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 | |
| 8/8/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's The Most Critical Challenges in Governmental Accounting Today (Webinar) (25WS-1099)25WS-1099 | *The implementation of GASB No. 101 on compensated absences*The 2025 application of GASB No. 102 regarding certain risk disclosures*GASB No. 103 addressing improvements to the financial reporting model*Additional recently issued GASB standards and projects | |
| 9/29/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Depreciation Rules for Bonus and Section 179 Expensing (Webinar) (25WS-1212)25WS-1212 | *President Trump's promise to restore full bonus depreciation effective January 20, 2025*Bonus and Section 179 depreciation rules for 2025*2025 legislative changes that could extend the TCJA depreciation changes for many years or even make them permanent*Possible return of 100% bonus depreciation*What will the depreciation rules be in 2026 and beyond if the TCJA depreciation rules are not extended beyond 2025*Section 179 expensing rules for 2025 and beyond, including how Section 179 applies to business vehicles*2025 rules for vehicle depreciation | |
| 10/15/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Stock vs. Asset Acquisitions of C Corporations (Webinar) (25WS-0618)25WS-0618 | *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 | |
| 7/21/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Assessing the Risk of Fraud in a Financial Statement Audit (Webinar) (25WS-0963)25WS-0963 | *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 | |
| 9/11/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's The Risks and Benefits of ChatGPT and Artificial Intelligence (Webinar) (25WS-1358)25WS-1358 | *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 | |
| 10/31/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Fiduciary Income Tax Returns: Form 1041 Workshop with Filled-in Forms (Webinar) (25WS-0910)25WS-0910 | *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 | |
| 9/4/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's What CPAs Should Know About Trust Instruments (Webinar) (25WS-1328)25WS-1328 | *Legal definitions and principals involving estates and trusts*Basic principles regarding property ownership*Types of trusts commonly used*Trust accounting fundamentals*Certain clauses that are important to understand*Formula valuation clauses*Requirements for a trust to be a qualified designated beneficiary of an IRA*Using IRD to fund charitable bequests | |
| 10/28/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Hiring New Workers and Payroll Taxes (Webinar) (25WS-0677)25WS-0677 | *Form W-4*Form I-9*Form W-9*End-of-year compliance*Payroll tax returns*Unemployment insurance | |
| 7/30/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's The Accountant as the Expert Witness (Webinar) (25WS-0815)25WS-0815 | *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 | |
| 8/20/2025 | 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) (25WS-0889)25WS-0889 | *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 | |
| 8/29/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Adapting to Today's Changing Accounting Landscape (Webinar) (25WS-0973)25WS-0973 | *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 | |
| 9/12/2025 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Data Security: Best Practices to Protect Your Business and Yourself (Webinar) (25WS-1371)25WS-1371 | *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 | |
| 11/3/2025 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Tax Loss Limitations Imposed on Individuals and Pass-through Entities (Webinar) (25WS-2319)25WS-2319 | *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 | |
| 3/18/2026 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Excel Tables and Conditional Summing (Webinar) (25WS-1003)25WS-1003 | *Using the Table object to store data*Using the conditional summing function to aggregate Table data*Using the Table object to create mapping tables | |
| 9/16/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Form 1040 Return Review Boot Camp for New and Experienced Reviewers (Webinar) (25WS-1882)25WS-1882 | *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 | |
| 12/30/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing (Webinar) (25WS-0887)25WS-0887 | *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 not-for-profits (including SAS No. 146 on quality management)*Recent GASB activities directed toward state and local governments (e.g., the implementation of GASB No. 101 on compensated absences, GASB No. 102 on certain risk disclosures, GASB No. 103 on improvements to the financial reporting model, and additional GASB projects)*Critical, but sometimes overlooked, FASB ASC 958 implementation guidance and illustrations for not-for-profits) | |
| 8/29/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Weekly Expert Hour (Webinar) (25WS-0919)25WS-0919 | *Each week's topics will change based on the most critical issues affecting financial professionals | |
| 9/4/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Successfully Completing an Income Tax Return for a Trust or Estate: Form 1041 (Webinar) (25WS-2101)25WS-2101 | *Passive activity rules for trusts including the NIIT*The different types of trusts for income tax purposes (e.g. simple, complex, grantor, charitable)*The critical categorization of income (taxable income vs. fiduciary accounting income)*Distributable net income (DNI) and how it works*The "Tier" Rules*The Separate Share Rule*IRC 663(b) "65-Day" Rule*IRC Section 691(c) Deduction*QSST and EBST elections*How to treat excess deductions on termination*Grantor trust rules and how they impact planning and return preparation*The income tax side of Domestic Asset Protection Trusts | |
| 2/3/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's How to Effectively Represent Clients Under IRS Audit (Webinar) (25WS-1274)25WS-1274 | *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 | |
| 10/22/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Taxation of the Mobile Workforce (Webinar) (25WS-0651)25WS-0651 | *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? | |
| 7/25/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Excel Lookups: Moving Beyond VLOOKUP Limitations (Webinar) (25WS-1388)25WS-1388 | *Using lookup functions as an alternative to direct cell references*Understand the limitations of the VLOOKUP function*Discover ways to move beyond these limitations | |
| 11/4/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's A Complete Guide to Form 1099-K (Webinar) (25WS-0824)25WS-0824 | *What Form 1099-K is designed to do*Filing thresholds for the Form 1099-K*Who sends and who receives Form 1099-K*Form 1099-K reporting thresholds*Personal payments from family and friends*Personal items sold at a gain or a loss*Reporting provisions for gig workers, partnerships, and corporations*Mistaken receipt of a Form 1099-K*What to do when the Form 1099-K has a mistake*Situations when the gross amount on a Form 1099-K must be shared*How to handle the receipt of multiple Forms 1099-K | |
| 8/21/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Annual Update for Defined Contribution Plans (Webinar) (25WS-0970)25WS-0970 | *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 | |
| 9/11/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (25WS-1333)25WS-1333 | *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 | |
| 10/29/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Introduction to Forensic Accounting (Webinar) (25WS-1131)25WS-1131 | *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 | |
| 10/2/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Securing a Comfortable Retirement in the Age of Spending (Webinar) (25WS-1082)25WS-1082 | *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*Distribution/asset liquidation planning*Analysis of the most current/important research on retirement planning and sustaining retirement income levels | |
| 9/25/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Real Estate for Accounting and Finance Professionals (Webinar) (25WS-1468)25WS-1468 | *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 | |
| 11/12/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Perplexing Financial and Economic Issues for the CFO/Controller (Webinar) (25WS-0844)25WS-0844 | *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 | |
| 8/25/2025 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Industry Accountant Key Performance Metrics (Webinar) (25WS-1168)25WS-1168 | *Key tools used by businesses and financial professionals across the globe to measure performance*Detailed, real-world examples of businesses utilizing these tools | |
| 10/8/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Fiduciary Income Tax Returns: Form 1041 Workshop with Filled-in Forms (Webinar) (25WS-2083)25WS-2083 | *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 | |
| 1/30/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (25WS-0706)25WS-0706 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, 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*Potential expiration of select TCJA provisions - understand the implications for individual and business taxpayers as key provisions of the TCJA approach sunset dates*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 | |
| 8/5/2025 | 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) (25WS-0997)25WS-0997 | *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 | |
| 9/16/2025 | 1:30 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's The Complete Guide to Payroll Taxes and 1099 Issues (Webinar) (25WS-1026)25WS-1026 | *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 | |
| 9/18/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Artificial Intelligence for Accounting and Finance Professionals (Webinar) (25WS-0856)25WS-0856 | *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 | |
| 8/27/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Key Partnership and S Corporation Tax Planning Strategies (Webinar) (25WS-1161)25WS-1161 | *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 | |
| 10/8/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (25WS-1305)25WS-1305 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, 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*Potential expiration of select TCJA provisions - understand the implications for individual and business taxpayers as key provisions of the TCJA approach sunset dates*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 | |
| 10/27/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Integrated Planning, Forecasting and Budgeting for Organizational Success (Webinar) (25WS-1445)25WS-1445 | *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 | |
| 11/10/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Nuts & Bolts of Cryptocurrency Taxation (Webinar) (25WS-0908)25WS-0908 | *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? | |
| 9/3/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services (Webinar) (25WS-1049)25WS-1049 | *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 | |
| 9/22/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (25WS-0892)25WS-0892 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, 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*Potential expiration of select TCJA provisions - understand the implications for individual and business taxpayers as key provisions of the TCJA approach sunset dates*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 | |
| 9/2/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Time Management for Professionals (Webinar) (25WS-1275)25WS-1275 | *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 | |
| 10/22/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Ethics for Tax Professionals (Webinar) (25WS-1372)25WS-1372 | *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? | |
| 11/3/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Ins and Outs of Health Savings Accounts (Webinar) (25WS-1335)25WS-1335 | *Benefits of an HSA*How an employer sets up an HSA*How individuals qualify to set up an HSA*High deductible health plans and how they relate to an HSA*Eligible medical expenditures*Annual contributions to an HSA*Importance of enrollment in Medicare*Qualified HSA funding distribution | |
| 10/29/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Fiduciary Income Tax Returns: Form 1041 Workshop with Filled-in Forms (Webinar) (25WS-1269)25WS-1269 | *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 | |
| 10/22/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Taxation of Partnership Distributions and Sales of Partnership Interests (Webinar) (25WS-1349)25WS-1349 | *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 | |
| 10/30/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Fiduciary Income Tax Returns: Form 1041 Workshop with Filled-in Forms (Webinar) (25WS-1380)25WS-1380 | *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 | |
| 11/4/2025 | 8 a.m. - 4 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) (25WS-0781)25WS-0781 | *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 | |
| 8/15/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's 2024 Tax Update (Self-Study) (25SS-0002)25SS-0002 | *Timely coverage of breaking tax legislation*Form 1099-K reporting requirements*FinCEN reporting requirements under the Corporate Transparency Act in 2024*Employee Retention Tax Credit updates*Review of pertinent cases and rulings affecting taxpayers*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 2024 Tax Update for Client Advisory Services (Self-Study) (25SS-0003)25SS-0003 | *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 A Complete Guide to Offers in Compromise (Self-Study) (25SS-0004)25SS-0004 | *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) (25SS-0005)25SS-0005 | *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) (25SS-0006)25SS-0006 | *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 | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's A Complete Tax Guide to Exit Planning (Self-Study) (25SS-0007)25SS-0007 | *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 Guide to Auditing Common Investments (Self-Study) (25SS-0008)25SS-0008 | *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) (25SS-0009)25SS-0009 | *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) (25SS-0010)25SS-0010 | *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) (25SS-0011)25SS-0011 | *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) (25SS-0012)25SS-0012 | *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) (25SS-0013)25SS-0013 | *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) (25SS-0014)25SS-0014 | *FASB ASC Topic No 250, Accounting Changes and Error Corrections*Accounting changesand 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) (25SS-0015)25SS-0015 | *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) (25SS-0016)25SS-0016 | *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) (25SS-0017)25SS-0017 | *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) (25SS-0018)25SS-0018 | *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) (25SS-0019)25SS-0019 | *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) (25SS-0020)25SS-0020 | *The accounting, reporting, and disclosure requirementsrelated 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) (25SS-0021)25SS-0021 | *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) (25SS-0022)25SS-0022 | *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) (25SS-0023)25SS-0023 | *Private company standard setting activities*Small and medium-sized business-related ASUs*Lease accounting update*Special purpose frameworks -- cash, modified cash, and tax basis*Common small and medium-sized business financial statement errors and deficiencies*Newly issued SSARS and SSAE standards*SASs effective for 2023 year-end audits and beyond | |
| 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) (25SS-0024)25SS-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 COVID-19 has affected compliance and customer service | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Achieving High Levels of Compliance and Customer Service in Your Organization (Self-Study) (25SS-0025)25SS-0025 | *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 Adapting to Today's Changing Accounting Landscape (Self-Study) (25SS-0026)25SS-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) (25SS-0027)25SS-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 | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Advanced Critical Tax Issues for Limited Liability Companies and Partnerships (Self-Study) (25SS-0028)25SS-0028 | *Coverage of the Inflation Reduction Act of 2022*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*Distributions: is it just 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 -- Inbound and outbound transactions: what to do with built-in gain or loss property*Partnership losses: when are they deductible? See, in particular, TCJA and CARES override*Material participation rules for LLC members and limited partners: 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 technical termination of partnership provision*Impact of Soroban Capital Partners LP, 161 TC No.12 | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Advanced Critical Tax Issues for Limited Liability Companies and Partnerships (Self-Study) (25SS-0029)25SS-0029 | *Coverage of the Inflation Reduction Act of 2022*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*Distributions: is it just 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 -- Inbound and outbound transactions: what to do with built-in gain or loss property*Partnership losses: when are they deductible? See, in particular, TCJA and CARES override*Material participation rules for LLC members and limited partners: 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 technical termination of partnership provision*Impact of Soroban Capital Partners LP, 161 TC No.12 | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Advanced Critical Tax Issues for S Corporations (Self-Study) (25SS-0030)25SS-0030 | *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 | |
| Self-Study | | Downloadable PDF | 10 CPE (10 tech, 0 non-tech) | |
| Surgent's Advanced Critical Tax Issues for S Corporations (Self-Study) (25SS-0031)25SS-0031 | *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 | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Advanced Individual Income Tax Return Issues (Self-Study) (25SS-0032)25SS-0032 | *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 can't 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) (25SS-0033)25SS-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 can't 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) (25SS-0034)25SS-0034 | *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) (25SS-0035)25SS-0035 | *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 AICPA Update (Self-Study) (25SS-0036)25SS-0036 | *New SAS Nos. 142-145*AICPA Code of Professional Conduct Updates*AICPA's proposed Statements on Quality Management Standards | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Anatomy of a Ransomware Event and Incident Response (Self-Study) (25SS-0037)25SS-0037 | *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) (25SS-0038)25SS-0038 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Leases -- Topic 842*Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures*ASC 326: CECL*Review of SAS 142 -- Focus on Audit Evidence*Recently issued SASs and other AICPA activity*SSARS No. 25 and other recently issued SSARS*Detailed review of SAS 145*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) (25SS-0039)25SS-0039 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Leases -- Topic 842*Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures*ASC 326: CECL*Review of SAS 142 -- Focus on Audit Evidence*Recently issued SASs and other AICPA activity*SSARS No. 25 and other recently issued SSARS*Detailed review of SAS 145*Other important A&A practice matters | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Annual Accounting Update (Self-Study) (25SS-0040)25SS-0040 | *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) (25SS-0041)25SS-0041 | *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) (25SS-0042)25SS-0042 | *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) (25SS-0043)25SS-0043 | *Private company standard setting activities*Recent FASB Accounting Standards Updates (ASUs), including those addressing crypto assets (i.e., cryptocurrency)*Topic 842, Leases*ASC 326: CECL | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Annual Update for Defined Contribution Plans (Self-Study) (25SS-0044)25SS-0044 | *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 Lessons Learned to Assure a Successful ASC 842 Adoption (Self-Study) (25SS-0045)25SS-0045 | *ASU No. 2016-02, Leases (Topic 842)*Implementation challenges in adopting ASC 842*Common pitfalls and errors in applying ASC 842*Best practices in implementing ASC 842*Use of lease accounting software for successful implementation and ongoing accounting | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Applying the Yellow Book to a Financial Statement Audit (Self-Study) (25SS-0046)25SS-0046 | *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 control; 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) (25SS-0047)25SS-0047 | *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 | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Artificial Intelligence for Accounting and Finance Professionals (Self-Study) (25SS-0048)25SS-0048 | *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) (25SS-0049)25SS-0049 | *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) (25SS-0050)25SS-0050 | *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) (25SS-0051)25SS-0051 | *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 & Principal vs. Agent Considerations (Self-Study) (25SS-0052)25SS-0052 | *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) (25SS-0053)25SS-0053 | *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) (25SS-0054)25SS-0054 | *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) (25SS-0055)25SS-0055 | *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) (25SS-0056)25SS-0056 | *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) (25SS-0057)25SS-0057 | *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) (25SS-0058)25SS-0058 | *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) (25SS-0059)25SS-0059 | *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 Not-for-Profit Entities: Superior Skills for an Effective and Efficient Audit (Self-Study) (25SS-0060)25SS-0060 | *Refining key planning and general auditing considerations to the not-for-profit environment *Characteristics of not-for-profit financial statements that require special attention *The auditor's consideration of fraud in auditing a not-for-profit entity*Audit procedures to become comfortable with management's recording and reporting of contributions and promises to give *Auditing how a not-for-profit entity gets from natural expenses to functional expenses *Auditing considerations and techniques related to net assets, compliance with tax laws and regulations, collections and split-interest agreements *Considerations related to Yellow Book and single audits | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Auditing Not-for-Profit Entities: Superior Skills for an Effective and Efficient Audit (Self-Study) (25SS-0061)25SS-0061 | *Refining key planning and general auditing considerations to the not-for-profit environment *Characteristics of not-for-profit financial statements that require special attention *The auditor's consideration of fraud in auditing a not-for-profit entity*Audit procedures to become comfortable with management's recording and reporting of contributions and promises to give *Auditing how a not-for-profit entity gets from natural expenses to functional expenses *Auditing considerations and techniques related to net assets, compliance with tax laws and regulations, collections and split-interest agreements *Considerations related to Yellow Book and single audits | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Auditing Property, Plant and Equipment (Self-Study) (25SS-0062)25SS-0062 | *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) (25SS-0063)25SS-0063 | *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 Auto and Energy-Related Tax Credits (Self-Study) (25SS-0064)25SS-0064 | *How a purchaser of an energy-efficient clean vehicle claims a credit*The energy efficient home improvement credit*The Residential Clean Energy Credit*The clean vehicle credit*The previously owned clean vehicle credit*The qualified commercial clean vehicle credit*Transfers of credits to an unrelated transferee*Seller report information for buyers of new and previously owned clean vehicle credits *Registering a dealer for dealer reporting and Clean Vehicle Tax Credit transfers | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality (Self-Study) (25SS-0065)25SS-0065 | *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 Deficiencies in Peer Reviews: Focus on Engagement Quality (Self-Study) (25SS-0066)25SS-0066 | *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 the Top 10 Mistakes That Can Wipe Out Retirement Savings (Self-Study) (25SS-0067)25SS-0067 | *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 Consumer Bankruptcy Process (Self-Study) (25SS-0068)25SS-0068 | *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*Bankruptcy trustees*Special rights afforded to secured creditors | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times (Self-Study) (25SS-0069)25SS-0069 | *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 Basic Estate Administration for CPAs and FAs (Self-Study) (25SS-0070)25SS-0070 | *Legal principles and definitions*Trust accounting issues*Working closely with legal counsel proactively in the best interest of the client*Property law concepts*Complex community property issues*Filing special forms: Form SS-4, Form 56, Form 4810, and Form 5495*Executor checklist*The basics of filing a Form 1041 for an estate or non-grantor trust*Filing a final Form 709*The basics of filing Form 706*Understanding 706 elections*Understanding Estate Valuations, including GST and portability*Special considerations for IRAs and ERISA plans*When to make Section 454 elections*When to make Section 754 elections*Understanding the fine points of basis*S Corp issues*Partnership and LLC considerations*Passive loss carryforwards and estates*Fiscal year elections*65-day election for trusts and estates*Tax aspects of pecuniary and specific bequests | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Become a Data Analysis Expert (Self-Study) (25SS-0071)25SS-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) (25SS-0072)25SS-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) (25SS-0073)25SS-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 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 | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Build a Data Model for Analysis in Power BI (Self-Study) (25SS-0074)25SS-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 Professional Relationships to Enhance Your Career-Authentic Networking (Self-Study) (25SS-0075)25SS-0075 | *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 Business Combinations: U.S. GAAP vs. IFRS (Self-Study) (25SS-0076)25SS-0076 | *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) (25SS-0077)25SS-0077 | *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) (25SS-0078)25SS-0078 | *Networking organizations*Obtaining referral sources | |
| Self-Study | | Downloadable PDF | 1 CPE (0 tech, 1 non-tech) | |
| Surgent's Business Development: Time Management (Self-Study) (25SS-0079)25SS-0079 | *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) (25SS-0080)25SS-0080 | *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 Essentials for Practitioners and Controllers (Self-Study) (25SS-0081)25SS-0081 | *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 for Small Business Owners (Self-Study) (25SS-0082)25SS-0082 | *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 Law for Small Business Owners (Self-Study) (25SS-0083)25SS-0083 | *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 Buying and Selling a Business: Critical Tax and Structuring Issues (Self-Study) (25SS-0084)25SS-0084 | *An overview of the business evaluation process *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) (25SS-0085)25SS-0085 | *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) (25SS-0086)25SS-0086 | *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) (25SS-0087)25SS-0087 | *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) (25SS-0088)25SS-0088 | *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) (25SS-0089)25SS-0089 | *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) (25SS-0090)25SS-0090 | *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) (25SS-0091)25SS-0091 | *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) (25SS-0092)25SS-0092 | *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 | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Coaching Skills for Managers and Supervisors (Self-Study) (25SS-0093)25SS-0093 | *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) (25SS-0094)25SS-0094 | *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) (25SS-0095)25SS-0095 | *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) (25SS-0096)25SS-0096 | *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) (25SS-0097)25SS-0097 | *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) (25SS-0098)25SS-0098 | *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 | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Self-Study) (25SS-0099)25SS-0099 | *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 | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Comprehensive Guide to Tax Depreciation, Expensing and Property Transactions (Self-Study) (25SS-0100)25SS-0100 | *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) (25SS-0101)25SS-0101 | *Overall landscape of the construction industry*GAAP and recent changes affecting the construction industry*The Revenue Recognition Standard and its impact on the construction industry*The unique relationship between the contractor and the surety*The lease FASB ASC 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) (25SS-0102)25SS-0102 | *Overall landscape of the construction industry*GAAP and recent changes affecting the construction industry*The Revenue Recognition Standard and its impact on the construction industry*The unique relationship between the contractor and the surety*The lease FASB ASC 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) (25SS-0103)25SS-0103 | *Overall landscape of the construction industry *GAAP and recent changes affecting the construction industry *The Revenue Recognition Standard 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, including CTA reporting*Ongoing and new tax issues for construction contractors*Going concern disclosures and their importance to the construction industry*The lease FASB ASC 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) (25SS-0104)25SS-0104 | *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) (25SS-0105)25SS-0105 | *Economic update*Leadership and management changes as a result of the pandemic*Managing for productivity*Hiring the best people for the organization*New motivation techniques | |
| 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) (25SS-0106)25SS-0106 | *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 | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Controllership Skills Update: Budgeting, Forecasting and Big Data (Self-Study) (25SS-0107)25SS-0107 | *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) (25SS-0108)25SS-0108 | *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) (25SS-0109)25SS-0109 | *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) (25SS-0110)25SS-0110 | *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 Corporate Bankruptcy Basics: Understanding the Reorganization and Liquidation Process (Self-Study) (25SS-0111)25SS-0111 | *Commencement of a corporate bankruptcy proceeding*Protections provided to Chapter 11 and 7 debtors under the Bankruptcy Code*Key procedural aspects of bankruptcy*The automatic stay*Differences between Chapters 7 and 11 bankruptcy cases*How a debtor liquidates under Chapter 7*Proofs of claim*Chapter 11 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 | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Create Measures in Power BI That Define Your Metrics (Self-Study) (25SS-0112)25SS-0112 | *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) (25SS-0113)25SS-0113 | *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) (25SS-0114)25SS-0114 | *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) (25SS-0115)25SS-0115 | *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) (25SS-0116)25SS-0116 | *The impact of recent legislation on the construction industry*How to qualify for the "small contractor exemption" and its advantages to the taxpayer*Options available to the "small" contractor 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*How the "look-back" rules impact contractors*How the "10 percent method" can 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) (25SS-0117)25SS-0117 | *The impact of recent legislation on the construction industry*How to qualify for the "small contractor exemption" and its advantages to the taxpayer*Options available to the "small" contractor 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*How the "look-back" rules impact contractors*How the "10 percent method" can 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) (25SS-0118)25SS-0118 | *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) (25SS-0119)25SS-0119 | *Economic update*Leadership and management changes as a result of the pandemic*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*Social media's place in our organizations | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Current Issues in Accounting and Auditing: An Annual Update (Self-Study) (25SS-0120)25SS-0120 | *Recently issued but newly implemented Accounting Standards Updates (ASUs), the PCC Update, and items on the FASB's Technical Agenda*New ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures*Leases -- Topic 842*Recently issued SASs and other AICPA activity through SAS No. 149*Detailed review of SAS No. 145*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) (25SS-0121)25SS-0121 | *Recently issued but newly implemented Accounting Standards Updates (ASUs), the PCC Update, and items on the FASB's Technical Agenda*New ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures*Leases -- Topic 842*Recently issued SASs and other AICPA activity through SAS No. 149*Detailed review of SAS No. 145*Other important A&A practice matters | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Data Analytics for Accountants and Financial Managers (Self-Study) (25SS-0122)25SS-0122 | *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) (25SS-0123)25SS-0123 | *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) (25SS-0124)25SS-0124 | *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) (25SS-0125)25SS-0125 | *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) (25SS-0126)25SS-0126 | *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) (25SS-0127)25SS-0127 | *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) (25SS-0128)25SS-0128 | *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) (25SS-0129)25SS-0129 | *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) (25SS-0130)25SS-0130 | *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) (25SS-0131)25SS-0131 | *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) (25SS-0132)25SS-0132 | *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) (25SS-0133)25SS-0133 | *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) (25SS-0134)25SS-0134 | *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 Security: Best Practices to Protect Your Business and Yourself (Self-Study) (25SS-0135)25SS-0135 | *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 Depreciation Rules for Bonus and Section 179 Expensing (Self-Study) (25SS-0136)25SS-0136 | *Bonus depreciation for acquisitions and construction*History of qualified property categories and QIP*The CARES Act and related Rev. Procs.*Section 179 expensing*Energy incentives*The tangible property regulations*1031 exchanges*Strategic hierarchy | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Did I Pick the Right Major? Selecting Major Programs in a Single Audit (Self-Study) (25SS-0137)25SS-0137 | *Understanding the risk-based program selection approach to identifying major programs*The four-step major program determination process*How to identify "not low-risk type A programs" and "high-risk type B programs" | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Disclosure Requirements for SEC Form 8-K (Self-Study) (25SS-0138)25SS-0138 | *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) (25SS-0139)25SS-0139 | *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) (25SS-0140)25SS-0140 | *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) (25SS-0141)25SS-0141 | *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) (25SS-0142)25SS-0142 | *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 Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients (Self-Study) (25SS-0143)25SS-0143 | *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) (25SS-0144)25SS-0144 | *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 | |
| 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) (25SS-0145)25SS-0145 | *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) (25SS-0146)25SS-0146 | *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) (25SS-0147)25SS-0147 | *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) (25SS-0148)25SS-0148 | *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) (25SS-0149)25SS-0149 | *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 Concepts and Strategy for Small and Medium-Sized Companies (Self-Study) (25SS-0150)25SS-0150 | *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 for Small and Medium-Sized Companies (Self-Study) (25SS-0151)25SS-0151 | *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) (25SS-0152)25SS-0152 | *Resolved technical glitches for qualified improvement property*Detailed coverage of Section 179 expense elections and Section 168(k) bonus or additional first-year depreciation -- how to maximize them, definitions, limitations, qualified property, etc.*Sale 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 start-up, 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 | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Essential Depreciation and Expensing Update (Self-Study) (25SS-0153)25SS-0153 | *Resolved technical glitches for qualified improvement property*Detailed coverage of Section 179 expense elections and Section 168(k) bonus or additional first-year depreciation -- how to maximize them, definitions, limitations, qualified property, etc.*Sale 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 start-up, 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) (25SS-0154)25SS-0154 | *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) (25SS-0155)25SS-0155 | *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) (25SS-0156)25SS-0156 | *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*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) (25SS-0157)25SS-0157 | *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) (25SS-0158)25SS-0158 | *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 (0 tech, 4 non-tech) | 4 Ethics |
| Surgent's Ethical Considerations for the CPA (Self-Study) (25SS-0159)25SS-0159 | * 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) (25SS-0160)25SS-0160 | *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) (25SS-0161)25SS-0161 | *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) (25SS-0162)25SS-0162 | *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 Everything You Want to Know and Not Know About Yellow Book Independence (Self-Study) (25SS-0163)25SS-0163 | *The Yellow Book's general requirements and application guidance related to independence*The conceptual framework used for making independence determinations*Requirements and guidance for auditors providing nonaudit services*The Yellow Book documentation requirements related to independence | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Examining ASC 842, Leases: More Than Meets the Eye (Self-Study) (25SS-0164)25SS-0164 | *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*Transition guidance*Other operational issues*Recently issued updates to the lease accounting guidance*FASB guidance on accounting for COVID-19-related rent concessions*Feedback from the public company adoption of Topic 842 | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Examining ASC 842, Leases: More Than Meets the Eye (Self-Study) (25SS-0165)25SS-0165 | *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*Transition guidance*Other operational issues*Recently issued updates to the lease accounting guidance*FASB guidance on accounting for COVID-19-related rent concessions*Feedback from the public company adoption of Topic 842 | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Excel for Staff Level 1: What You Never Learned (Self-Study) (25SS-0166)25SS-0166 | *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) (25SS-0167)25SS-0167 | *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: The Data Tools for Analysis - Power Query and Power Pivot (Self-Study) (25SS-0168)25SS-0168 | *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 Client Advisory Services: Tax Due Dates and Penalties/Where Do I Need to File? (Self-Study) (25SS-0169)25SS-0169 | *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) (25SS-0170)25SS-0170 | *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) (25SS-0171)25SS-0171 | *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) (25SS-0172)25SS-0172 | *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) (25SS-0173)25SS-0173 | *Comprehensive coverage of the Inflation Reduction Act, including: The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements*Comprehensive coverage of theSECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans*Timely coverage of breaking tax legislation*The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the 2024 DOL Final Rule*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 Federal Tax Update (Self-Study) (25SS-0174)25SS-0174 | *Comprehensive coverage of the Inflation Reduction Act, including: The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements*Comprehensive coverage of theSECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans*Timely coverage of breaking tax legislation*The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the 2024 DOL Final Rule*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 Fiduciary Income Tax Returns:Form 1041 Workshop with Filled-in Forms (Self-Study) (25SS-0175)25SS-0175 | *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*Effects of the CARES and Tax Relief Acts on trusts: Section 461(l) Excess Business Loss Limitation, NOL, Section 163(j) modifications, new employer credits*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) (25SS-0176)25SS-0176 | *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*Effects of the CARES and Tax Relief Acts on trusts: Section 461(l) Excess Business Loss Limitation, NOL, Section 163(j) modifications, new employer credits*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) (25SS-0177)25SS-0177 | *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) (25SS-0178)25SS-0178 | *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) (25SS-0179)25SS-0179 | *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) (25SS-0180)25SS-0180 | *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 | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Finding Errors in Excel Spreadsheets (Self-Study) (25SS-0181)25SS-0181 | *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 Firm Quality Control Standards and Best Practices (Self-Study) (25SS-0182)25SS-0182 | *The major requirements of QC Section 10, A Firm's System of Quality Control*Elements of an effective system of quality control*Considerations for sole practitioners and smaller firms when implementing QC Section 10*Guidance in implementing an effective firm-wide system of quality control across its six components | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Focus on Engagement Quality: How to Avoid Deficiencies in Peer Reviews (Self-Study) (25SS-0183)25SS-0183 | *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) (25SS-0184)25SS-0184 | *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) (25SS-0185)25SS-0185 | *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) (25SS-0186)25SS-0186 | *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) (25SS-0187)25SS-0187 | *Comprehensive coverage of the Inflation Reduction Act of 2022*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) (25SS-0188)25SS-0188 | *Comprehensive coverage of the Inflation Reduction Act of 2022*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) (25SS-0189)25SS-0189 | *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) (25SS-0190)25SS-0190 | *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 | |
| 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) (25SS-0191)25SS-0191 | *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 | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Found It! Reporting Findings in Yellow Book and Single Audits (Self-Study) (25SS-0192)25SS-0192 | *The types of findings reported in Yellow Book and single audits*The Yellow Book and Uniform Guidance requirements for reporting findings*How to really think through the elements of a finding to assist report users | |
| 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) (25SS-0193)25SS-0193 | *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 | |
| 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) (25SS-0194)25SS-0194 | *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 | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Fraud 101: Understanding Basic Fraud Schemes (Self-Study) (25SS-0195)25SS-0195 | *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) (25SS-0196)25SS-0196 | *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 Basics: Protecting the Company Till (Self-Study) (25SS-0197)25SS-0197 | *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 Case Studies: Schemes and Controls (Self-Study) (25SS-0198)25SS-0198 | *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) (25SS-0199)25SS-0199 | *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) (25SS-0200)25SS-0200 | *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 Governments and Nonprofits (Self-Study) (25SS-0201)25SS-0201 | *Common characteristics of fraud perpetrators *Frauds involving supplies, credit card programs, and overtime*Key controls to detect and prevent fraud | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Fraud Risk Assessment Basics (Self-Study) (25SS-0202)25SS-0202 | *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 Fundamentals of Internal Controls (Self-Study) (25SS-0203)25SS-0203 | *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) (25SS-0204)25SS-0204 | *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 | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's GAAP Hot Topics: What You Need to Know (Self-Study) (25SS-0205)25SS-0205 | *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) (25SS-0206)25SS-0206 | *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) (25SS-0207)25SS-0207 | *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 | | Downloadable PDF | 4 CPE (2 tech, 2 non-tech) | |
| Surgent's General Ethics for Tax Practitioners (Self-Study) (25SS-0208)25SS-0208 | * 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? | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Get Started with Power BI (Self-Study) (25SS-0209)25SS-0209 | *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) (25SS-0210)25SS-0210 | *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) (25SS-0211)25SS-0211 | *Timely coverage of breaking tax legislation*Comprehensive coverage of the Inflation Reduction Act of 2022 and SECURE Act 2.0*A tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on recent tax legislation*Hot developments affecting the upcoming tax season*Review of new laws and changes in old 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) (25SS-0212)25SS-0212 | *Timely coverage of breaking tax legislation*Comprehensive coverage of the Inflation Reduction Act of 2022 and SECURE Act 2.0*A tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on recent tax legislation*Hot developments affecting the upcoming tax season*Review of new laws and changes in old 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) (25SS-0213)25SS-0213 | *Major 2024 tax form changes as they relate to individual taxpayers*Key new tax developments as they relate to 2024 and how they impact the 2024 tax forms | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Give Me a Little Credit: Understanding the Yellow Book CPE Requirements (Self-Study) (25SS-0214)25SS-0214 | *Understanding who is and is not subject to the 24-hour and 56-hour Yellow Book CPE requirements*Evaluating whether certain topics and training qualify or do not qualify toward the 24-hour and 56-hour Yellow Book CPE requirements*Recognizing how an audit team member's role affects the Yellow Book CPE requirements that apply | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Going Concern Accounting and Reporting Considerations (Self-Study) (25SS-0215)25SS-0215 | *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 Concern Considerations in the COVID-19 Environment (Self-Study) (25SS-0216)25SS-0216 | *FASB guidance in ASC 205-40 regarding required disclosures when substantial doubt about an entity's ability to continue as a going concern exists*Sample disclosures under ASC 205-40*Accountant's reporting considerations when substantial doubt exists | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Going Out on Your Own: Entity Types and Accounting Methods (Self-Study) (25SS-0217)25SS-0217 | *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) (25SS-0218)25SS-0218 | *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) (25SS-0219)25SS-0219 | *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 Government and Nonprofit Frauds and Controls to Stop Them (Self-Study) (25SS-0220)25SS-0220 | *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 | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Government and Nonprofit Frauds and Controls to Stop Them (Self-Study) (25SS-0221)25SS-0221 | *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 Guide and Update to Compilations, Reviews and Preparations (Self-Study) (25SS-0222)25SS-0222 | *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*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) (25SS-0223)25SS-0223 | *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*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) (25SS-0224)25SS-0224 | *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) (25SS-0225)25SS-0225 | *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) (25SS-0226)25SS-0226 | *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) (25SS-0227)25SS-0227 | *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) (25SS-0228)25SS-0228 | *Quality management standards*SSARS No. 26*SAS 146*Risk assessment and risk-based approaches to quality management*Audit engagement leadership*Managing technology and the use of external service providers | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Guide to the Corporate Transparency Act for Accounting and Finance Professionals (Self-Study) (25SS-0229)25SS-0229 | *Introduction to the Corporate Transparency Act and its goals*Which entities need to file the reports *Detailed discussion of the most common exemptions from reporting*Deep dive into the definitions of "beneficial owner" and "substantial control"*What, when, and how to report to FinCEN*Practical tips and considerations for accounting and finance professionals | |
| 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) (25SS-0230)25SS-0230 | *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 | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Guide to the Topic 606 Revenue Recognition Model for All CPAs (Self-Study) (25SS-0231)25SS-0231 | *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 Understanding the At‑Risk Basis Rules and Forms 6198 and 7203 (Self-Study) (25SS-0232)25SS-0232 | *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) (25SS-0233)25SS-0233 | *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) (25SS-0234)25SS-0234 | *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 HIPAA: What Accountants and Other Practitioners Need to Know (Self-Study) (25SS-0235)25SS-0235 | *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) (25SS-0236)25SS-0236 | *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 Hot IRS Tax Examination Issues for Individuals and Businesses (Self-Study) (25SS-0237)25SS-0237 | *Prepare now and protect yourself from new audit examinations*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*Recognizing the 30-day letter and the 90-day letter, including what the taxpayer's responsibilities are | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Hot Topics Related to ASC 606 (Self-Study) (25SS-0238)25SS-0238 | *New and proposed FASB ASUs related to ASC 606*ASC 606 disclosure requirements and examples for non-public business entities*Impact of applying ASC 606 due to COVID-19 | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's How Can I Spot Fraud? A Review of Fraud Detection and Prevention Techniques (Self-Study) (25SS-0239)25SS-0239 | *Common fraud prevention strategies*Common fraud detection methods | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's How Not-for-Profits Account for Grants and Contracts Under ASU No. 2018-08 (Self-Study) (25SS-0240)25SS-0240 | *Evaluating whether transactions should be accounted for as contributions or as exchange transactions*Determining whether a contribution is conditional or unconditional*Become comfortable with the new barrier and right of return/right of release terminology | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's How to Account for Internal-Use Software Arrangements (Self-Study) (25SS-0242)25SS-0242 | *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) (25SS-0243)25SS-0243 | *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) (25SS-0244)25SS-0244 | *Issues involved when settling an estate -- marshaling of assets, payment of creditors, & 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) (25SS-0245)25SS-0245 | *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 IA Module 1: Gateway to Excellence in Internal Auditing: A Vital Introduction and Orientation to the Profession (Self-Study) (25SS-0246)25SS-0246 | *Introduction to the Internal Audit Profession*Institute of Internal Auditors (IIA) Overview *International Professional Practices Framework (IPPF) *The Vital Mission of Internal Auditing*Essential Internal Audit Guidance / Standards Primer | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's IA Module 2: Strategic Roles, Positioning and Attributes of High Impact Audit Groups (Self-Study) (25SS-0247)25SS-0247 | *Independence / objectivity and the internal audit function*Internal audit organizational reporting structure(s)*Major roles and responsibilities of the internal audit activity and its members *Effective oversight of the internal audit group*Clarity and alignment of internal audit organizational governance/ documentation and messaging (including its charter, reporting lines/ structure, and policies/ procedures) *Required knowledge, skills, and competencies of a high-quality internal audit group*Orientation and ongoing training / development needs of internal auditors (at all levels) | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's IA Module 3: Critical Knowledge Foundations for Internal Auditors: Governance, Risk Management and Control (GRC) (Self-Study) (25SS-0248)25SS-0248 | *Governance, Risk Management, and Compliance/Control (GRC) -- Internal Auditor's positioning, roles, and responsibilities *IIA GRC guidance overview*COSO (Committee of Sponsoring Organizations) history, guidance, and frameworks overviews*Critical knowledge foundations and fundamentals: Governance; Risk Management/Enterprise Risk Management (ERM); Internal Control; Compliance; Fraud Deterrence/Fraud Risk Management*IT/Cyber security risks/controls*Effective GRC coverage related alignment/integration opportunities and strategies for IAs*Industry specific guidance/ considerations | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's IA Module 4: Maximizing Internal Audit (IA) Value, Coverage, Assurance and Reliance (Self-Study) (25SS-0249)25SS-0249 | *IAs' unique and vital value-adding propositions*SOX (Sarbanes Oxley Act) impact on the (Internal and External) auditing profession*Key IA assurance coverage roles and responsibilities regarding:-Strategic and entity-level controls and objectives-Internal Control over Financial Reporting (ICFR)-Operations efficiency and effectiveness-Compliance with laws and regulations*Optimizing Internal/External Audit (and other Independent Assurance Activities) coordination and reliance (for SOX and non-SOX engagements): Maximizing assurance coverage efficiencies and effectiveness*Achieving excellence in stakeholder servicing and value adding | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's IA Module 5: Internal Audit (IA) Risk Assessment and Planning (Self-Study) (25SS-0250)25SS-0250 | *IA program foundation(s): IA risk assessment and planning *IA Risk Assessment and Planning Standards review*Enterprise (macro) level internal audit risk assessment and planning including entity level/ wide audit scope, frequency and objectives determinations*Process and engagement (micro) level risk assessment and planning, including the alignment and integration with enterprise risk assessment, planning and engagement level scope and objectives determinations*Engagement level scope and objectives determinations*Internal control design and documentation fundamentals*Audit program development and updating | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's IA Module 6: Internal Audit (IA) Fieldwork Fundamentals and Documentation Essentials (Self-Study) (25SS-0251)25SS-0251 | *Types and nature of fieldwork *Technical skills development *Compliance testing of internal controls *Substantive testing of accounts/balances *IT/Cyber Security control reviews/testing *Audit sampling fundamentals: Statistical/Non-Statistical *Audit evidence and evidence gathering techniques *Analytical/problem-solving skills development: Identification and analysis of control deficiencies/issues *Time management, organization, and communication skills development *Workpaper preparation and documentation basics, including best practice techniques, and workpaper self-review | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's IA Module 7: Internal Audit (IA) Engagement Management and Administration (Self-Study) (25SS-0252)25SS-0252 | *IA activity and engagement level management overview*The fundamentals of highly effective IA engagement management *Engagement planning, supervision, administration, and monitoring*Time and resource management, including scheduling, budgeting, status updating, tracking and follow up*Audit reporting and report writing*Engagement team and stakeholder/partner communications, meetings, and relationship dynamics and development | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's IA Module 8: The Internal Audit (IA) Activity Quality/Excellence Continuum! (Self-Study) (25SS-0253)25SS-0253 | *Defining "Quality" and "Excellence" for an IA activity: your "Defining Moments"!*Quality Assurance and Improvement Program (QAIP): an overview*QAIP Standards review*Requirements of the QAIP: Internal/External Assessments*Moving beyond standards compliance to highest-level quality and impact internal auditing*It's all about stakeholders and maximizing stakeholder value*Advanced skills/leadership development for Internal Auditors*The IA "Success Quadrant" and Never-Ending Quality/Excellence Continuum | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Implementing Subscription Pricing to Your Practice (Self-Study) (25SS-0254)25SS-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 Implementing the New Risk Assessment Standard (Self-Study) (25SS-0255)25SS-0255 | *The performance of risk assessment procedures to attain the knowledge needed to assess risk*How the auditor identifies and assesses the risks of material misstatement*The new "stand-back" requirements related to risk assessment | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Improve Design and Productivity with Excel Tables (Self-Study) (25SS-0256)25SS-0256 | *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) (25SS-0257)25SS-0257 | *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) (25SS-0258)25SS-0258 | *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 Increase Success by Understanding People (Self-Study) (25SS-0259)25SS-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) (25SS-0260)25SS-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) (25SS-0261)25SS-0261 | *Comprehensive coverage of the SECURE Act 2.0*Understanding the environment: what's new, what's expired or expiring, and what's likely to change*Reading a tax return for developing client-specific tax strategies*Changes to the lifetime estate tax exemption in light of 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 solvency issues*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) (25SS-0262)25SS-0262 | *Comprehensive coverage of the SECURE Act 2.0*Understanding the environment: what's new, what's expired or expiring, and what's likely to change*Reading a tax return for developing client-specific tax strategies*Changes to the lifetime estate tax exemption in light of 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 solvency issues*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) (25SS-0263)25SS-0263 | *Effects of recent legislation, including the recently enacted Inflation Reduction Act and the 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) (25SS-0264)25SS-0264 | *Effects of recent legislation, including the recently enacted Inflation Reduction Act and the 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) (25SS-0265)25SS-0265 | *Timely coverage of breaking tax legislation*Form 1099-K reporting requirements*FinCEN reporting requirements under the Corporate Transparency Act in 2024, including recently updated FAQs*Donor Advised Funds - IRS Proposed Regulations and Tax Planning*Recent Employee Retention Tax Credit updates, including the limited-time reopening of the Voluntary Disclosure Program*New Form 1099-DA*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) (25SS-0266)25SS-0266 | *Comprehensive coverage of the SECURE Act 2.0*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*Understanding the environment: what's new, what's expired or expiring, and what's likely to change | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Innovative Forecasting and Budgeting: Moving Beyond the Traditional Techniques (Self-Study) (25SS-0267)25SS-0267 | *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) (25SS-0268)25SS-0268 | *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 Integrated Planning, Forecasting and Budgeting for Organizational Success (Self-Study) (25SS-0269)25SS-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 Internal Controls and COSO in a Post-COVID Landscape (Self-Study) (25SS-0270)25SS-0270 | *ACFE's Occupational Fraud 2022:AReport 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) (25SS-0271)25SS-0271 | *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) (25SS-0272)25SS-0272 | *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 Forensic Accounting (Self-Study) (25SS-0273)25SS-0273 | *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 the Audit Process and Risk Assessment (Self-Study) (25SS-0274)25SS-0274 | *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 IRS Tax Examinations and Hot Issues (Self-Study) (25SS-0275)25SS-0275 | *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) (25SS-0276)25SS-0276 | *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 Key Partnership and S Corporation Tax Planning Strategies (Self-Study) (25SS-0277)25SS-0277 | *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) (25SS-0278)25SS-0278 | *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) (25SS-0279)25SS-0279 | *Developing issues related to Yellow Book audits and single audits*Key AICPA developments affecting audits of governments and nonprofits (including SAS No. 145 on risk assessment)*Recent GASB activities directed toward state and local governments (e.g., the implementation of GASB Nos. 100 and 101, and additional GASB projects)*Lessons learned by nonprofits (and lessons remaining) from the implementation of FASB ASC 842, Leases and ASU No. 2020-07 related to contributions of nonfinancial assets*Other issues related to nonprofits | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing (Self-Study) (25SS-0280)25SS-0280 | *Developing issues related to Yellow Book audits and single audits*Key AICPA developments affecting audits of governments and nonprofits (including SAS No. 145 on risk assessment)*Recent GASB activities directed toward state and local governments (e.g., the implementation of GASB Nos. 100 and 101, and additional GASB projects)*Lessons learned by nonprofits (and lessons remaining) from the implementation of FASB ASC 842, Leases and ASU No. 2020-07 related to contributions of nonfinancial assets*Other issues related to nonprofits | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Latest Developments in Governmental Accounting and Auditing (Self-Study) (25SS-0281)25SS-0281 | *Developing issues related to performing Yellow Book audits and single audits*Key AICPA developments affecting audits of governments, including SAS No. 145 on risk assessment*The 2024 implementation of GASB No. 100 on accounting changes and error corrections*The end of 2024 application of GASB No. 101 addressing compensated absences*Additional recently issued GASB standards and projects | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Latest Developments in Nonprofit Accounting and Auditing (Self-Study) (25SS-0282)25SS-0282 | *Developing issues related to Yellow Book audits and single audits*Key AICPA developments affecting audits of nonprofits (including SAS No. 145 on risk assessment)*Lessons learned (and lessons remaining) from the implementation of FASB ASC 842, Leases and ASU No. 2020-07 related to contributions of nonfinancial assets*Solving contribution conundrums (e.g., conditional contributions, restricted contributions, contributed services, and etc.)*Additional issues in not-for-profit financial reporting | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Lease Accounting: Exploring the New Standard (Self-Study) (25SS-0283)25SS-0283 | *Leases (Topic 842) *Overall lease accounting guidance *Lessor Accounting 101 *Lessee Accounting 101*Detailed review of accounting by lessees*Sale and leaseback transactions*Transition guidance*Recently released ASUs impacting Topic 842 | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Lease Accounting: The Impact of Changing Standards on Both Lessors and Lessees (Self-Study) (25SS-0284)25SS-0284 | *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) (25SS-0285)25SS-0285 | *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) (25SS-0286)25SS-0286 | *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) (25SS-0287)25SS-0287 | *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) (25SS-0288)25SS-0288 | *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 Life After Adoption: Applying Topic 606 to Revenue Contracts on an Ongoing Basis (Self-Study) (25SS-0289)25SS-0289 | *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) (25SS-0290)25SS-0290 | *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) (25SS-0291)25SS-0291 | *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) (25SS-0292)25SS-0292 | *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 Loss Limitations: A Mechanical Review (Self-Study) (25SS-0293)25SS-0293 | *Limitation 1: Basis limitations will be reviewed in detail with computational examples and include insights into similarities and differences between calculations for partnership interests and S Corporation stock*Limitation 2: Detailed at-risk limitation computational examples will be reviewed, and the mechanical features of partnerships and S Corporation activities will be compared and contrasted*Limitation 3: Passive loss limitation mechanics will be outlined in detail and discuss computations where there are a mix of entity structures owned by a taxpayer*Limitation 4: Excess business losses will be presented from a mechanical perspective | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Management Fundamentals (Self-Study) (25SS-0294)25SS-0294 | *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) (25SS-0295)25SS-0295 | *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) (25SS-0296)25SS-0296 | *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) (25SS-0297)25SS-0297 | *The sources of deferred tax assets and liabilities*Calculating the deferred tax asset or liability*Reporting income-tax expense and balance sheet items*CARES Act accounting implications*Defining, analyzing, and reporting uncertain tax positions *Classification of deferred tax assets and liabilities*Disclosure requirements*Recent and proposed changes to the accounting and disclosure requirements for income taxes | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Mastering Accounting for Income Taxes (Self-Study) (25SS-0298)25SS-0298 | *The sources of deferred tax assets and liabilities*Calculating the deferred tax asset or liability*Reporting income-tax expense and balance sheet items*CARES Act accounting implications*Defining, analyzing, and reporting uncertain tax positions *Classification of deferred tax assets and liabilities*Disclosure requirements*Recent and proposed changes to the accounting and disclosure requirements for income taxes | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Mastering Basis Issues for S Corporations, Partnerships and LLCs (Self-Study) (25SS-0299)25SS-0299 | *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) (25SS-0300)25SS-0300 | *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) (25SS-0301)25SS-0301 | *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) (25SS-0302)25SS-0302 | *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 Max the Tax: Client Retention (Self-Study) (25SS-0303)25SS-0303 | *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) (25SS-0304)25SS-0304 | *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) (25SS-0305)25SS-0305 | *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) (25SS-0306)25SS-0306 | *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) (25SS-0307)25SS-0307 | *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) (25SS-0308)25SS-0308 | *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) (25SS-0309)25SS-0309 | *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) (25SS-0310)25SS-0310 | *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) (25SS-0311)25SS-0311 | *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) (25SS-0312)25SS-0312 | *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) (25SS-0313)25SS-0313 | *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) (25SS-0314)25SS-0314 | *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 Metrics, Benchmarking and Measurement (Self-Study) (25SS-0315)25SS-0315 | *Using metrics that correctly measure the goals of the organization*How metrics will differ for non-profits and governments*Using metrics to balance cost and benefit*Internal and external benchmarking for comparison*Having a set of balanced metrics | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Microsoft 365: Exploring Useful Excel Functions (Self-Study) (25SS-0316)25SS-0316 | *Multiple ways to create a formula using one or more functions*Financial functions to calculate the internal rate of return, net present value, future value, present value, payment and depreciation*Date & Time functions to insert date and time components*Math & Trig functions to calculate the sum of a range of numbers; find a random number and the positive square root of a number; and round calculations to a specific number of places*Statistical functions to find the average, maximum, minimum, count, median and mode of a range of numbers plus the top five numbers*Lookup & Reference functions to find specific data and document worksheet formulas*Specific criteria and Database functions to calculate the sum, average, maximum value, minimum value and number of cells containing numbers in a database field*Text functions to improve worksheet appearance*Logical functions to perform calculations based on one or more tests | |
| Self-Study | | Downloadable PDF | 6 CPE (0 tech, 6 non-tech) | |
| Surgent's Microsoft 365: Getting Started with Excel PivotTables and PivotCharts (Self-Study) (25SS-0317)25SS-0317 | *PivotTable button*Recommend PivotTables button*Quick Analysis feature*Summarize as PivotTable button with the Data Model*PivotTable values*PivotTable Design tab*Subtotals and grand totals*PivotTable style*PivotTable Analyze tab*Keyboard shortcuts*Filtering arrows*PivotTable structure using the Fields List*PivotTable using Slicers*A calculated field to a PivotTable using the PivotTable Analyze tab* Value Field Settings using a shortcut menu*PivotChart button to create an embedded PivotChart*Standard Excel charting buttons to create a PivotChart*Keyboard shortcut to create a PivotChart on its own chart sheet*PivotChart and linked PivotTable simultaneously*Chart elements using the Chart Elements button*Chart style and color scheme using the Chart Styles button*Chart layout using the PivotChart Design tab* Individual chart elements using the PivotChart Format tab*PivotChart using the Pivot Field buttons*Chart type and subtype using a shortcut menu*PivotChart fields using the Fields List*Row/column orientation using the PivotChart Design tab | |
| Self-Study | | Downloadable PDF | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Microsoft 365: Working with Excel Formulas and Functions (Self-Study) (25SS-0318)25SS-0318 | *Basic formula and function syntax*Formulas pasted with relative references*Status bar options and Sum (AutoSum) for quick calculations*Formulas pasted with mixed or absolute references*Formula results pasted as values*Worksheets for grouping, entering formulas, and formatting*Ways to link worksheets and workbooks with 3-D formulas*The Insert Function button or Buttons from the Function Library to insert functions in formulas*Defined names as function arguments*Conditional formatting for formulas' results*Common errors using the Trace Error icon and the Formula Auditing tools*A circular reference*Color-coded cell borders to correct a cell reference error in a formula*How to step through a nested formula*How to use the Watch Window and other tools to analyze, protect, and hide formulas | |
| Self-Study | | Downloadable PDF | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Microsoft Excel 2016: Creating and Formatting Charts (Self-Study) (25SS-0319)25SS-0319 | *Identify chart elements*Select an embedded Pie chart using Recommended Charts; select formatting options for the chart*Select a Clustered Column chart using the Quick Analysis feature; select formatting options for the chart *Recognize how to preview and print charts*Select methods to change the chart type and subtype*Identify how to apply a predefined chart layout and chart style*Recognize ways to add, select, and format individual chart elements*Select methods to add and remove data and change data orientation*Select Line with Markers, Stacked Area, exploded 3-D Pie, Pie of Pie, and Clustered Column-Line on Secondary Axis, Treemap, Sunburst, and Waterfall charts; identify ways to format the charts *Recognize a Sparklines chart; identify formatting options for the chart*Identify ways to insert and format a picture and draw and format a shape on a chart | |
| Self-Study | | Downloadable PDF | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Microsoft Excel 2016: Getting Started (Self-Study) (25SS-0320)25SS-0320 | *Describe the Excel application and explain how it is used*Start Excel, describe the Start screen, and create a new workbook*Describe Excel window elements*Open an existing workbook*Navigate in a worksheet*Select in a worksheet*Change Excel options*Access Excel help and use Key Tips*Close a workbook and close Excel*Save a workbook*Insert, reposition, select, delete and rename worksheets*Enter, edit and format cell contents*Create formulas*Use functions*Apply Accounting and Percent Style formatting*Use Flash Fill for data entry*Show and hide worksheet elements*Undo and redo an action*Work in Normal view, Page Layout view and Page Break Preview*Set page setup options, preview, and print a worksheet | |
| Self-Study | | Downloadable PDF | 6 CPE (0 tech, 6 non-tech) | |
| Surgent's Microsoft Excel 2016: Useful Functions for CPAs (Self-Study) (25SS-0321)25SS-0321 | *IRR, NPV, FV, PV, PMT, SLN, SYD, and DB Financial functions*NOW, TODAY, DATE, MONTH, DAY, YEAR, TIME, HOUR, MINUTE, SECOND, WEEKDAY, and NETWORKDAYS Date & Time functions*SUM, RAND, SQRT, and ROUND Math & Trig functions*AVERAGE, MAX, MIN, COUNT, MEDIAN, MODE.SNGL, and LARGE Statistical functions*VLOOKUP, HLOOKUP, and FORMULATEXT Lookup & Reference functions*DSUM, DCOUNT, DAVERAGE, DMIN, and DMAX Database functions*PROPER, SUBSTITUTE, and LOWER Text functions*IF, AND, and IFNA Logical functions | |
| Self-Study | | Downloadable PDF | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Microsoft Excel 2016: Working with Formulas and Functions (Self-Study) (25SS-0322)25SS-0322 | *Identify basic formula and function syntax*Recognize formulas pasted with relative references*Select status bar options and Sum (AutoSum) for quick calculations*Recognize formulas pasted with mixed or absolute references*Identify formula results pasted as values*Select worksheets for grouping and entering formulas*Select Formula AutoComplete to create formulas with 3-D references*Select buttons from the Function Library to insert functions in formulas*Select defined names as function arguments*Select conditional formatting to formulas' results*Recognize the Error Checking feature and the Trace Error icon; identify and correct common errors*Select the Formula Auditing tools to trace a formula's precedent and dependent cells*Identify and resolve a circular reference*Select color-coded cell borders to correct a cell reference error in a formula*Identify how to step through a nested formula*Identify how to use the Watch Window and other tools to analyze, protect, and hide formulas | |
| Self-Study | | Downloadable PDF | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Microsoft Excel 2019: Exploring Useful Excel Functions (Self-Study) (25SS-0323)25SS-0323 | *IRR, NPV, FV, PV, PMT, SLN, SYD, and DB Financial functions*NOW, TODAY, DATE, MONTH, DAY, YEAR, TIME, HOUR, MINUTE, SECOND, WEEKDAY, and NETWORKDAYS Date & Time functions*SUM, RAND, SQRT, and ROUND Math & Trig functions*AVERAGE, MAX, MIN, COUNT, MEDIAN, MODE.SNGL, and LARGE Statistical functions*VLOOKUP, HLOOKUP, and FORMULATEXT Lookup & Reference functions*DSUM, DCOUNT, DAVERAGE, DMIN, and DMAX Database functions*PROPER, SUBSTITUTE, and LOWER Text functions*IF, AND, and IFNA Logical functions*Quick Analysis feature | |
| Self-Study | | Downloadable PDF | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Microsoft Excel 2019: Getting Started with PivotTables and PivotCharts (Self-Study) (25SS-0324)25SS-0324 | *Use the PivotTable button to create a PivotTable*Use the Recommend PivotTables button to create a PivotTable*Use the Quick Analysis feature to create a PivotTable*Use the Summarize as PivotTable button with the Data Model to create a PivotTable*Format the PivotTable values using a shortcut menu*Change the PivotTable layout using the PivotTable Tools Design tab*Rearrange, hide and show subtotals and grand totals using the PivotTable Tools Design tab*Apply a PivotTable style using the PivotTable Tools Design tab*Refresh a PivotTable using the PivotTable Tools Analyze tab or keyboard shortcut*Filter a PivotTable using the filtering arrows*Modify the PivotTable structure using the Field List*Filter a PivotTable using slicers*Add a calculated field to a PivotTable using the PivotTable Tools Analyze tab*Modify the Value Field Settings using a shortcut menu*Use the PivotChart button to create an embedded PivotChart*Use the standard Excel charting buttons to create a PivotChart*Use a keyboard shortcut to create a PivotChart on its own chart sheet*Create a PivotChart and linked PivotTable simultaneously*Add or remove chart elements using the Chart Elements button*Change the chart style and color scheme using the Chart Styles button*Change the chart layout using the PivotChart Tools Design tab*Select and format individual chart elements using the PivotChart Tools Format tab*Filter the PivotChart using the Pivot Field buttons*Change the chart type and subtype using a shortcut men*Add, remove, and reposition the PivotChart fields using the Field List*Switch the row/column orientation using the PivotChart Tools Design tab | |
| Self-Study | | Downloadable PDF | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Microsoft Excel 2019: Working with Formulas and Functions (Self-Study) (25SS-0325)25SS-0325 | *Identify basic formula and function syntax*Recognize formulas pasted with relative references*Select status bar options and sum (AutoSum) for quick calculations*Recognize formulas pasted with mixed or absolute references*Identify formula results pasted as values*Select worksheets for grouping and entering formulas*Identify ways to link worksheets and workbooks with 3D formulas*Select the insert function button or buttons from the function library to insert functions in formulas*Recognize defined names as function arguments*Apply conditional formatting to formulas' results*Identify and correct common errors using the trace error icon and the formula auditing tools*Identify and correct circular references*Select color-coded cell borders to correct a cell reference error in a formula*Identify how to step through a nested formula*Identify how to use the Watch Window and other tools to analyze, protect, and hide formulas | |
| Self-Study | | Downloadable PDF | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Microsoft Excel 365 and Excel 2019: Getting Started with Excel (Self-Study) (25SS-0326)25SS-0326 | *Lesson 1:identify ways to start Excel,recognize Excel Start screen elements including the Blank Workbook template, recognize Excel window elements,select Backstage view to open an existing workbook,identify worksheet navigation methods,select worksheet cells, rows, and columns,identify and select Excel user preferences, identify ways to get help in Excel, select methods to save and close a workbook, select methods to create a new workbook, select methods to close one or more workbooks, and select methods to close Excel*Lesson 2: identify ways to insert, reposition, select, delete, and rename worksheets,recognize ways to enter, edit, and format cell contents,select ways to create formulas, identify functions, identify ways to apply Accounting and Percent Style formatting, and select Flash Fill for data entry*Lesson 3:identify ways to show and hide worksheet elements,select methods to undo and redo an action,recognize ways to switch between Normal view, Page Layout view and Page Break Preview, andselect page setup options, preview and print options | |
| Self-Study | | Downloadable PDF | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Microsoft Excel 365/Excel 2019: Working with Data Ranges and Tables (Self-Study) (25SS-0327)25SS-0327 | *Identify the guidelines for a well-organized data range*Enter, test, and copy validation rules*Use the Data Form for data entry*Sort and filter a data range*Select ways to add subtotals, a grand total, and data grouping to a data range*Identify data range and table differences*Define an Excel table using buttons on the Home and Insert tabs, the Quick Analysis feature, a keyboard shortcut, and by formatting a data range as a table*Enter data and formulas in a table*Change table formatting*Resize a table*Scroll, sort, filter, and summarize a table*Convert a table to a data range | |
| Self-Study | | Downloadable PDF | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Microsoft PowerPoint 2016: Getting Started (Self-Study) (25SS-0328)25SS-0328 | *Identify elements of the PowerPoint Start screen; select a template to create a new presentation*Identify PowerPoint window elements*Recognize ways to insert slides, apply a theme, and add slide content*Recognize how to switch between views; then preview, and print a presentation*Select PowerPoint options; identify ways to get Help in PowerPoint*Recognize ways to delete and reposition slides*Select options to spell check a presentation*Recognize ways to insert and format slide objects*Identify how to add transition and animation effects*Select options to set up a slide show*Identify how to create, save, and use a custom theme and custom template*Recognize techniques for integrating Excel data and charts with PowerPoint slides*Identify how to insert the date, slide numbers, and footer text*Select the slide show controls*Select Presenter view to run a slide show | |
| Self-Study | | Downloadable PDF | 6 CPE (0 tech, 6 non-tech) | |
| Surgent's Microsoft Word 365 and Word 2019: Getting Started (Self-Study) (25SS-0329)25SS-0329 | *Identify ways to start Word; create a new Word document; add and remove text*Identify ways to save, close, and reopen a document*Select methods to work with multiple documents, change the document view and use different methods to navigate a document*Recognize how to preview and print a document*Select and modify Word options; get help in Word*Identify ways to select text*Recognize ways to format text characters*Select cut, copy, and paste techniques*Identify ways to find and replace text and formatting*Select the proofing tools*Identify how to change page orientation and margins*Select line spacing, paragraph alignment, and paragraph indentation options*Recognize ways to create bulleted and numbered lists*Select ways to insert page numbers, headers and footers, and manual page breaks*Identify how to apply styles and how to change the document theme and style set | |
| Self-Study | | Downloadable PDF | 6 CPE (0 tech, 6 non-tech) | |
| Surgent's Multistate Income Tax Issues (Self-Study) (25SS-0330)25SS-0330 | *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) (25SS-0331)25SS-0331 | *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 Your Client Through the IRS Appeals Process (Self-Study) (25SS-0332)25SS-0332 | *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) (25SS-0333)25SS-0333 | *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 Non-GAAP Financial Measures: What You Need to Know (Self-Study) (25SS-0334)25SS-0334 | *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) (25SS-0335)25SS-0335 | *An introduction to special purpose frameworks*Authoritative and non-authoritative 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) (25SS-0336)25SS-0336 | *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 Organizational Culture and the Finance Professional (Self-Study) (25SS-0338)25SS-0338 | *The three primary organizational cultures*The best cultural fit for certain types of businesses*How the finance professional affects culture*How to choose the culture you want, and how to get it*Greatest things that affect the culture of an organization | |
| Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | |
| Surgent's Partnership and LLC Core Tax Issues From Formation Through Liquidation (Self-Study) (25SS-0339)25SS-0339 | *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 | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Performing a Compilation Engagement Under AR-C Section 80 (Self-Study) (25SS-0340)25SS-0340 | *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) (25SS-0341)25SS-0341 | *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 Effective Accounting Research (Self-Study) (25SS-0342)25SS-0342 | *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) (25SS-0343)25SS-0343 | *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) (25SS-0344)25SS-0344 | *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) (25SS-0345)25SS-0345 | *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) (25SS-0346)25SS-0346 | *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 Post-election Coverage of Potential Tax Changes and Planning Strategies (Self-Study) (25SS-0347)25SS-0347 | *Prospects of a lame duck session of Congress enacting tax legislation*The tax reform agenda of President-elect Trump*Determining the impact of a unified or divided government on the prospects of enacting tax legislation *The new political environment and how it will impact chances for enactment of new and continued (TJCA) tax legislation *Extension of some or all of the TCJA beyond 2025*Chances of enacting other expiring provisions in addition to the TCJA expirations*When and how to take advantage of expiring provisions of the TCJA*Tax strategies that can be employed before the end of 2024 and into 2025 | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Power BI Desktop: DAX Formulas, Reporting and Visualizations (Self-Study) (25SS-0348)25SS-0348 | *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) (25SS-0349)25SS-0349 | *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 Query Series: Adding Columns for Data Enrichment (Self-Study) (25SS-0350)25SS-0350 | *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) (25SS-0351)25SS-0351 | *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) (25SS-0352)25SS-0352 | *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) (25SS-0353)25SS-0353 | *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) (25SS-0354)25SS-0354 | *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) (25SS-0355)25SS-0355 | *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) (25SS-0356)25SS-0356 | *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) (25SS-0357)25SS-0357 | *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) (25SS-0358)25SS-0358 | *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) (25SS-0359)25SS-0359 | *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) (25SS-0360)25SS-0360 | *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) (25SS-0361)25SS-0361 | *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) (25SS-0362)25SS-0362 | *Relevant sections of SSARS No. 21, Clarification and Recodification*Updates to SSARS No. 21 guidance due to issuance of SSARS Nos. 22, 23 and 24*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*SSARS No. 21 implementation issues and peer review feedback | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Preparation and Compilation Engagements Under the SSARS (Self-Study) (25SS-0363)25SS-0363 | *Relevant sections of SSARS No. 21, Clarification and Recodification*Updates to SSARS No. 21 guidance due to issuance of SSARS Nos. 22, 23 and 24*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*SSARS No. 21 implementation issues and peer review feedback | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Preparing and Reviewing Client Prepared Financial Statements (Self-Study) (25SS-0364)25SS-0364 | *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) (25SS-0365)25SS-0365 | *Preparation of a reasonably complicated Form 1120, "U.S. Corporate 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) (25SS-0366)25SS-0366 | *Preparation of a reasonably complicated Form 1120, "U.S. Corporate 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) (25SS-0367)25SS-0367 | *Comprehensive coverage of the Inflation Reduction Act of 2022 and The SECURE Act 2.0*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) (25SS-0368)25SS-0368 | *Comprehensive coverage of the Inflation Reduction Act of 2022 and The SECURE Act 2.0*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) (25SS-0369)25SS-0369 | *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 requirements related to conditional and unconditional contributions, promises to give, contributed services, net assets, special events, the classification of expenses, and more*The impact of FASB ASC 842, Leases, on not-for-profits | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Preparing Not-for-Profit Financial Statements (Self-Study) (25SS-0370)25SS-0370 | *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 | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Principles of Financial Statement Presentation (Self-Study) (25SS-0371)25SS-0371 | *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) (25SS-0372)25SS-0372 | *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) (25SS-0373)25SS-0373 | *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 Project Management for Finance Professionals (Self-Study) (25SS-0374)25SS-0374 | *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) (25SS-0375)25SS-0375 | *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 Project Management: Tips, Tricks and Traps (Self-Study) (25SS-0376)25SS-0376 | *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 Proven Controls to Steer You Clear of Fraud (Self-Study) (25SS-0377)25SS-0377 | *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) (25SS-0378)25SS-0378 | *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) (25SS-0379)25SS-0379 | *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) (25SS-0380)25SS-0380 | *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) (25SS-0381)25SS-0381 | *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 proposed by the ASB | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Raising Financially Capable Children (Self-Study) (25SS-0382)25SS-0382 | *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) (25SS-0383)25SS-0383 | *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) (25SS-0384)25SS-0384 | *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) (25SS-0385)25SS-0385 | *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) (25SS-0386)25SS-0386 | *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 Recent Changes in Workplace Regulations: Overtime, Non-compete Agreements and Employee/Independent Contractor (Self-Study) (25SS-0387)25SS-0387 | *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) (25SS-0388)25SS-0388 | *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) (25SS-0389)25SS-0389 | *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) (25SS-0390)25SS-0390 | *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 Reporting Internal Control Deficiencies Under the Yellow Book (Self-Study) (25SS-0391)25SS-0391 | *The Yellow Book performance and reporting requirements related to internal control deficiencies*Evaluating whether an internal control deficiency should be reported as a significant deficiency or a material weakness*How the auditor develops the criteria, condition, cause, and effect elements of a Yellow Book finding | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Revenue Recognition for Long-Term Construction and Similar Contracts: Topic 606 Implementation Challenges (Self-Study) (25SS-0392)25SS-0392 | *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) (25SS-0393)25SS-0393 | *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) (25SS-0394)25SS-0394 | *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 of Form 709: Gift Tax Return (Self-Study) (25SS-0395)25SS-0395 | *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) (25SS-0396)25SS-0396 | *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 Risk Management for the Small Business (Self-Study) (25SS-0397)25SS-0397 | *Was COVID-19 a "black swan" or a "gray rhino"?*Monitor centrally but control decentrally*Establish specific plan for risk management*Risk recognition*Risk evaluation*Risk mitigation | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's S Corporation Core Tax Issues From Formation Through Liquidation (Self-Study) (25SS-0398)25SS-0398 | *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) (25SS-0399)25SS-0399 | *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) (25SS-0400)25SS-0400 | *Detailed rules governing basis in the shareholder's debt and stock*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) (25SS-0401)25SS-0401 | *Detailed rules governing basis in the shareholder's debt and stock*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) (25SS-0402)25SS-0402 | *Timely coverage of breaking tax legislation*Guidance on the impact of recent legislation on S Corporations and partnership entities*Form 1099-K reporting requirements*Thinking beyond section 163(j) - Interest Allocation Rules, Original Issue Discount, Applicable High Yield Discount Obligations, Convertible Corporate Debt Instruments, and Debt-Financed Distributions*Bonus depreciation in 2024*Section 174 Research and Experimental Expenditures*New FinCEN reporting requirements in 2024, including recently updated FAQs*Decentralized Autonomous Organizations (DAOs)*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 Sale and Transfer of Energy Credits: Final Regulations and IRS Guidance (Self-Study) (25SS-0403)25SS-0403 | *Overview of energy credits eligible for transfer or direct pay*Pre-registration requirement *Which taxpayers are eligible to transfer credits?*Which types of entities may elect direct pay? *Special rules affecting partnerships and S Corporations*Rules for transferees, including passive activity loss rules*Who bears the risk of credit recapture?*Tax reporting, filing deadlines, and redesigned Form 3800 | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's SAS 134 and Other Reporting Considerations (Self-Study) (25SS-0404)25SS-0404 | *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 Schedules K-2 and K-3: Filing Requirements (Self-Study) (25SS-0405)25SS-0405 | *Detailed discussion of the domestic filing exception*Filing requirements and exceptions for every part of Schedules K-2 and K-3*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) (25SS-0406)25SS-0406 | *How to read and complete Parts II and III for Foreign Tax Credit*Practical tips on how to tackle Parts IV and IX for corporate partners*How to correctly fill out Parts X and XIII 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) (25SS-0407)25SS-0407 | *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) (25SS-0408)25SS-0408 | *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) (25SS-0409)25SS-0409 | *The latest guidance from the IRS provided through regulations or administrative announcements*Taxpayers that own multiple entities; 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 | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs (Self-Study) (25SS-0410)25SS-0410 | *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) (25SS-0411)25SS-0411 | *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*Developing a three-legged retirement stool of employer retirement, savings, and Social Security, and timing the use of the legs of the stool to maximize after tax retirement benefits*Analysis of the most current/important research on retirement planning and sustaining retirement income levels and lifestyles and the impact of the most recent tax laws, regulations, and rulings*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) (25SS-0412)25SS-0412 | *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*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 Securing a Comfortable Retirement in the Age of Spending (Self-Study) (25SS-0413)25SS-0413 | *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*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 Select Estate and Life Planning Issues for the Middle-Income Client (Self-Study) (25SS-0414)25SS-0414 | *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) (25SS-0415)25SS-0415 | *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) (25SS-0416)25SS-0416 | *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) (25SS-0417)25SS-0417 | *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 Single Auditing Made Simple (Self-Study) (25SS-0418)25SS-0418 | *The key requirements and responsibilities related to the schedule of expenditures of federal awards and the determination of major programs*The processes of determining the direct and material compliance requirements, obtaining an understanding of and testing the related internal controls, and performing 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) (25SS-0419)25SS-0419 | *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) (25SS-0420)25SS-0420 | *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) (25SS-0421)25SS-0421 | *Small and medium-sized business-related ASUs, including recent PCC activities*Recently issued AICPA standards*Engagement quality update*Newly issued SSARS and SSAE standards*SASs effective for 2024 audits and beyond | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Social Security and Medicare: Planning for You and Your Clients (Self-Study) (25SS-0422)25SS-0422 | *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 | |
| 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) (25SS-0423)25SS-0423 | *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 | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Social Security: Dispelling Common Myths with Essential Truths (Self-Study) (25SS-0424)25SS-0424 | *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) (25SS-0425)25SS-0425 | *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) (25SS-0426)25SS-0426 | *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) (25SS-0427)25SS-0427 | *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) (25SS-0428)25SS-0428 | *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 Successfully Completing a Gift Tax Return -- Form 709 (Self-Study) (25SS-0429)25SS-0429 | *Taxpayers who do not file gift tax returns but should*The annual exclusion rules for gifts to trusts including required Crummey notices*What should be disclosed on the return for purposes of running the statute of limitations*The reporting of installment sales and split-interest*Valuations and valuation discounts for gifts of closely held businesses*The utilization of Generation Skipping Transfer Tax and the related automatic allocation rules*Reporting the use of a deceased spouse's unused exclusion exemption amount (DSUEA)*A line-by-line explanation of Form 709 | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Successfully Completing an Estate Tax Return -- Form 706 (Self-Study) (25SS-0430)25SS-0430 | *Changes to the IRS Form 706 *How to successfully navigate the form*The ins and outs of the "portability" rules, including how the rules actually work using common examples*Income tax consequences*How to avoid malpractice traps *Overlooked GST issues | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Successfully Completing an Income Tax Return for a Trust or Estate -- Form 1041 (Self-Study) (25SS-0431)25SS-0431 | *Passive activity rules for trusts including the NIIT*The different types of trusts for income tax purposes (e.g. simple, complex, grantor, charitable)*The critical categorization of income (taxable income vs. fiduciary accounting income)*Distributable net income (DNI) and how it works*The "Tier" Rules*The Separate Share Rule*IRC 663(b) "65-Day" Rule*IRC Section 691(c) Deduction*QSST and EBST elections*How to treat excess deductions on termination*Grantor trust rules and how they impact planning and return preparation *The income tax side of Domestic Asset Protection Trusts | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Succession Planning for the Small Business Owner: Finding the Exit Ramp (Self-Study) (25SS-0432)25SS-0432 | *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 Succession Planning for the Small Business Owner: Finding the Exit Ramp (Self-Study) (25SS-0433)25SS-0433 | *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 Summary and Analysis of the Inflation Reduction Act of 2022 (Self-Study) (25SS-0434)25SS-0434 | *The 15% corporate tax*1% tax on the repurchase of corporate stock*Enhancement of IRS services*Prescription drug pricing reform, including drug price negotiation*Maximum out-of-pocket cap for Medicare beneficiaries*Extension of Affordable Care Act subsidies for certain individuals whose household income exceeds 400% of the poverty line *Clean energy and efficiency incentives for individuals*Energy Efficient Home Improvement Credit*Energy efficient commercial buildings deduction (Section 179D)*Extensions, increases, and modifications of the New Energy Efficient Home Credit*Clean Vehicle Credit - now available at point of sale - and credit for previously owned clean vehicles*Qualified commercial clean vehicles*Transfers of certain credits to an unrelated transferee*Increase in Research Credit against payroll tax for small businesses | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Surging Auditors: Daily Dilemmas (Self-Study) (25SS-0435)25SS-0435 | *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) (25SS-0436)25SS-0436 | *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 | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Surging Auditors: Professional Skeptic (Self-Study) (25SS-0437)25SS-0437 | *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) (25SS-0438)25SS-0438 | *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) (25SS-0439)25SS-0439 | *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) (25SS-0440)25SS-0440 | *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 Taking Advantage of Array Formulas in Excel (Self-Study) (25SS-0441)25SS-0441 | *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) (25SS-0442)25SS-0442 | *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) (25SS-0443)25SS-0443 | *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) (25SS-0444)25SS-0444 | *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 Installment Sales and Like-Kind Exchanges (Self-Study) (25SS-0445)25SS-0445 | *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 Like-Kind Exchanges (Self-Study) (25SS-0446)25SS-0446 | *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) (25SS-0447)25SS-0447 | *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 Aspects of Home Offices and Vacation Homes (Self-Study) (25SS-0448)25SS-0448 | *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) (25SS-0449)25SS-0449 | *Compare and contrast the tax consequences, opportunities, and pitfalls of operating a business as a partnership, LLC, or S Corporation*Reporting Requirements for Schedules K-2 and K-3*Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations*Gain a comprehensive understanding of income tax laws for S Corporations from eligibility and election to tax return preparation, stock basis, and loss limitation issues*Recognize and properly handle special pass-through items of income and expense*Accurately prepare S Corporation returns and reconcile book income to taxable income*Accurately prepare partnership returns and reconcile book income to taxable income*What the transactional method entails and how to report partners' capital accounts under this method*Properly handle the tax treatment of distributions to shareholders, partners, or members*Understand the special restrictions and sanctions for tax year-end selection*Review 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) (25SS-0450)25SS-0450 | *Compare and contrast the tax consequences, opportunities, and pitfalls of operating a business as a partnership, LLC, or S Corporation*Reporting Requirements for Schedules K-2 and K-3*Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations*Gain a comprehensive understanding of income tax laws for S Corporations from eligibility and election to tax return preparation, stock basis, and loss limitation issues*Recognize and properly handle special pass-through items of income and expense*Accurately prepare S Corporation returns and reconcile book income to taxable income*Accurately prepare partnership returns and reconcile book income to taxable income*What the transactional method entails and how to report partners' capital accounts under this method*Properly handle the tax treatment of distributions to shareholders, partners, or members*Understand the special restrictions and sanctions for tax year-end selection*Review 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) (25SS-0451)25SS-0451 | *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 Reporting for Executive Compensation (Self-Study) (25SS-0452)25SS-0452 | *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) (25SS-0453)25SS-0453 | *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 Taxation of Partnership Distributions and Sales of Partnership Interests (Self-Study) (25SS-0454)25SS-0454 | *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) (25SS-0455)25SS-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 | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Taxation of the Mobile Workforce (Self-Study) (25SS-0456)25SS-0456 | *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 Technical Business Practice Issues and Tax Forms for Experienced Practitioners (Self-Study) (25SS-0457)25SS-0457 | *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*White House 2025 Budget Points*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) (25SS-0458)25SS-0458 | *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*White House 2025 Budget Points*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) (25SS-0459)25SS-0459 | *What's NEW for this year -- Items all practitioners must know*Form 1040 and Schedules 1 - 3*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 | |
| 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) (25SS-0460)25SS-0460 | *What's NEW for this year -- Items all practitioners must know*Form 1040 and Schedules 1 - 3*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 | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Technology Trends and Hot Topics Impacting the Accounting Profession (Self-Study) (25SS-0461)25SS-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) (25SS-0462)25SS-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) (25SS-0463)25SS-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) (25SS-0464)25SS-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 Basics of Nonprofit Financial Reporting (Self-Study) (25SS-0465)25SS-0465 | *The basic financial statements that nonprofits prepare *Best practices for nonprofit reporting*Tailoring the financial statements to fit the nonprofit | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's The CMA's Guide to Project Management (Self-Study) (25SS-0466)25SS-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) (25SS-0467)25SS-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) (25SS-0468)25SS-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) (25SS-0469)25SS-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) (25SS-0470)25SS-0470 | *Timely coverage of breaking tax legislation*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) (25SS-0471)25SS-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) (25SS-0472)25SS-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) (25SS-0473)25SS-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) (25SS-0474)25SS-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) (25SS-0475)25SS-0475 | *The 2024 implementation of GASB No. 100 on accounting changes and error corrections*The end of 2024 application of GASB No. 101 addressing compensated absences*Additional recently issued GASB standards and projects | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's The Most Critical Challenges in Governmental Accounting Today (Self-Study) (25SS-0476)25SS-0476 | *The 2024 implementation of GASB No. 100 on accounting changes and error corrections*The end of 2024 application of GASB No. 101 addressing compensated absences*Additional recently issued GASB standards and projects | |
| 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) (25SS-0477)25SS-0477 | *Lessons learned (and lessons remaining) for the implementation of FASB ASC 842, Leases, and the new requirements related to contributions of nonfinancial assets in ASU No. 2020-07*Solving contribution conundrums (e.g., conditional contributions, restricted contributions, contributed services, 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) (25SS-0478)25SS-0478 | *Lessons learned (and lessons remaining) for the implementation of FASB ASC 842, Leases, and the new requirements related to contributions of nonfinancial assets in ASU No. 2020-07*Solving contribution conundrums (e.g., conditional contributions, restricted contributions, contributed services, etc.)*Additional issues in not-for-profit financial reporting | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's The Nimble Business: How to Thrive in a Rapidly Changing World (Self-Study) (25SS-0479)25SS-0479 | *Old and new style of planning*The attitude and culture of being nimble*Planning at the department level*Planning and risk management*Technology planning*Reinventing the organization for speed | |
| Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | |
| Surgent's The Risks and Benefits of ChatGPT and Artificial Intelligence (Self-Study) (25SS-0480)25SS-0480 | *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 Role of the Whistle-Blower (Self-Study) (25SS-0481)25SS-0481 | *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) (25SS-0482)25SS-0482 | *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 | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's The Yellow Book Performance and Reporting Requirements for a Financial Audit (Self-Study) (25SS-0483)25SS-0483 | *How Yellow Book financial audits differ from GAAS audits and single audits*The Yellow Book performance and reporting requirements related to internal control and compliance*The requirements for reporting Yellow Book audit findings | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's The Yellow Book Performance and Reporting Requirements for Attestation Engagements (Self-Study) (25SS-0484)25SS-0484 | *How Yellow Book attestation engagements differ from engagements performed solely under the AICPA requirements*The Yellow Book performance and reporting requirements related to attestation engagements and reviews of financial statements | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's This Year's Best Income Tax, Estate Tax and Financial Planning Ideas (Self-Study) (25SS-0485)25SS-0485 | *Timely coverage of breaking tax legislation, including the SECURE 2.0 Act and Inflation Reduction 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*The Corporate Transparency Act and FinCEN Beneficial Ownership Information reporting*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) (25SS-0486)25SS-0486 | *Timely coverage of breaking tax legislation, including the SECURE 2.0 Act and Inflation Reduction Act provisions applicable to individuals*Changes to the lifetime estate tax exemption by the TCJA in light of April 2022 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*The Corporate Transparency Act and FinCEN Beneficial Ownership Information reporting*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 | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Time Management for Professionals (Self-Study) (25SS-0487)25SS-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) (25SS-0488)25SS-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) (25SS-0489)25SS-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) (25SS-0490)25SS-0490 | *Electronic filing requirements for information returns*Form 1099 E-File Portal*Prevailing wage and registered apprenticeship requirements*Monetizing energy credits*Amortization of research and experimental expenditures*New rules impacting required minimum distributions *Contributions to Roth "catch-up" plans*Compliance issues regarding the Employee Retention Tax Credit *Preparing for the implementation of the Corporate Transparency Act*Section 179 and bonus depreciation | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Top Individual Tax Planning Strategies (Self-Study) (25SS-0491)25SS-0491 | *Impact of higher interest rates on individual income taxpayers*Using a health savings account as a retirement account*Making use of net Section 1231 losses to offset ordinary income*When individuals can take casualty losses, including loss on a personal residence due to casualty*Avoiding or limiting gain on sale of a personal residence*Taking advantage of the mortgage interest deduction *Avoiding the individual alternative minimum tax *Business loss limitation provisions impacting individuals*Broker basis reporting of digital assets*New IRS guidance on transfer of clean vehicle credits*Residential clean energy credits | |
| 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) (25SS-0492)25SS-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) (25SS-0493)25SS-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 U.S. GAAP vs. IFRS: Rev Rec and Business Combinations (Self-Study) (25SS-0494)25SS-0494 | *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) (25SS-0495)25SS-0495 | *Understand how to approach and analyze the U.S. taxation of foreign corporations*Using an example, calculate GILTI, 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*Discuss the impact of Section 962 election*Compare different outcomes under GILTI, Subpart F, and PFIC regimes for individuals and corporations*Identify basic strategies for managing tax liabilities related to foreign corporations | |
| Self-Study | | On-Demand | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's UiPath: Step into RPA (Self-Study) (25SS-0496)25SS-0496 | *Overview of RPA *Understanding UiPath platform components *Hands-on application through automation project | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Understanding and Managing Burnout Among Accounting and Finance Professionals (Self-Study) (25SS-0497)25SS-0497 | *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) (25SS-0498)25SS-0498 | *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 | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Understanding and Testing Control and Compliance in a Single Audit (Self-Study) (25SS-0499)25SS-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 General Information Technology Controls (Self-Study) (25SS-0500)25SS-0500 | *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) (25SS-0501)25SS-0501 | *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) (25SS-0502)25SS-0502 | *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) (25SS-0503)25SS-0503 | *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) (25SS-0504)25SS-0504 | *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) (25SS-0505)25SS-0505 | *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) (25SS-0506)25SS-0506 | *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) (25SS-0507)25SS-0507 | *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) (25SS-0508)25SS-0508 | *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) (25SS-0509)25SS-0509 | *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) (25SS-0510)25SS-0510 | *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) (25SS-0511)25SS-0511 | *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) (25SS-0512)25SS-0512 | *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) (25SS-0513)25SS-0513 | *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) (25SS-0514)25SS-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 | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Update on the AICPA's Enhancing Audit Quality Initiative (Self-Study) (25SS-0515)25SS-0515 | *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) (25SS-0516)25SS-0516 | *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) (25SS-0517)25SS-0517 | *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) (25SS-0518)25SS-0518 | *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 What in the FASB Were They Thinking! Not-for-Profits and Leases (Self-Study) (25SS-0519)25SS-0519 | *Evaluating whether a contract meets the definition of a lease*Properly calculating the lease term*Determinations and decisions to be made with regard to short-term leases*Distinguishing operating leases from finance leases | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's What in the GASB Were They Thinking! Governments and Leases (Self-Study) (25SS-0520)25SS-0520 | *Evaluating whether a contract meets the definition of a lease*Properly calculating the lease term*Determinations to be made with regard to short-term leases | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's What Tax Practitioners Need to Know About Medicare (Self-Study) (25SS-0521)25SS-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) (25SS-0522)25SS-0522 | *ASU No. 2016-02, Leases (Topic 842)*Overall lease accounting guidance*Lessor Accounting 101*Detailed review of accounting by lessees*Transition guidance*Recently issued 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) (25SS-0523)25SS-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) (25SS-0524)25SS-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) (25SS-0525)25SS-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 | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Winning the Fraud Battle in the Digital Age: Prevention and Detection (Self-Study) (25SS-0526)25SS-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 | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Working Remotely: Best Practices, Challenges and Opportunities (Self-Study) (25SS-0527)25SS-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) (25SS-0528)25SS-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) (25SS-0529)25SS-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) (25SS-0530)25SS-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) (25SS-0531)25SS-0531 | *Comprehensive coverage of the Inflation Reduction Act, including: The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements*Comprehensive coverage of theSECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance*Timely coverage of breaking tax legislation*Form 1099-K reporting requirements*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the 2024 DOL Final Rule*New FinCEN reporting requirements under the Corporate Transparency Act in 2024, including recently updated FAQs*Recent Employee Retention Tax Credit updates, including the limited-time reopening of the Voluntary Disclosure Program*New Form 1099-DA*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) (25SS-0532)25SS-0532 | *Comprehensive coverage of the Inflation Reduction Act, including: The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements*Comprehensive coverage of theSECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance*Timely coverage of breaking tax legislation*Form 1099-K reporting requirements*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the 2024 DOL Final Rule*New FinCEN reporting requirements under the Corporate Transparency Act in 2024, including recently updated FAQs*Recent Employee Retention Tax Credit updates, including the limited-time reopening of the Voluntary Disclosure Program*New Form 1099-DA*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) (25SS-0533)25SS-0533 | *Comprehensive coverage of the Inflation Reduction Act, including: The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements*Comprehensive coverage of theSECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance*Timely coverage of breaking tax legislation*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the 2024 DOL Final Rule*Real Estate professional requirements*Donor-Advised Funds -- IRS Proposed Regulations and Tax Planning*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) (25SS-0534)25SS-0534 | *Comprehensive coverage of the Inflation Reduction Act, including: The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements*Comprehensive coverage of theSECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance*Timely coverage of breaking tax legislation*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the 2024 DOL Final Rule*Real Estate professional requirements*Donor-Advised Funds -- IRS Proposed Regulations and Tax Planning*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) (25SS-0535)25SS-0535 | *Comprehensive coverage of the Inflation Reduction Act, including: *The Corporate Alternative Minimum Tax, The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles,Section 45L New Energy Efficient Home Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements *Principles and considerations for nonresident withholding, composite payments, and passthrough entity taxes*Comprehensive coverage of theSECURE 2.0 Act with a focus on provisions applicable to employers*Thinking beyondSection 163(j) -- Interest Allocation Rules, Original Issue Discount, Applicable High Yield Discount Obligations, Convertible Corporate Debt Instruments, and Debt-Financed Distributions*Retirements and redemptions: considerations for partnerships and S Corporations*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*Form 1099-K reporting requirements*Bonus depreciation in 2024*Section 174 Research & Experimental Expenditures -- new guidance under Notice 2023-63 and Notice 2024-12*New FinCEN reporting requirements in 2024, including recently updated FAQs*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) (25SS-0536)25SS-0536 | *Comprehensive coverage of the Inflation Reduction Act, including:*The Corporate Alternative Minimum Tax, The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles,Section 45L New Energy Efficient Home Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements*Principles and considerations for nonresident withholding, composite payments, and passthrough entity taxes*Comprehensive coverage of theSECURE 2.0 Act with a focus on provisions applicable to employers*Thinking beyondSection 163(j) -- Interest Allocation Rules, Original Issue Discount, Applicable High Yield Discount Obligations, Convertible Corporate Debt Instruments, and Debt-Financed Distributions*Retirements and redemptions: considerations for partnerships and S Corporations*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*Form 1099-K reporting requirements*Bonus depreciation in 2024*Section 174 Research & Experimental Expenditures -- new guidance under Notice 2023-63 and Notice 2024-12*New FinCEN reporting requirements in 2024, including recently updated FAQs*Decentralized Autonomous Organizations (DAOs) | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| New Master CAAS and Empower Your Advisory Services Workshop (Webinar) (25WX-6037)25WX-6037 | *Day 1: Wed., Sept. 17 | 9 a.m. – 3 p.m. Central | 6 CPE | Day 1 of this CAAS online workshop will feature three sessions that will help attendees communicate, scope, market, price and sell CAAS to prospects and customers. One session will focus on marketing and communications, another will focus on accounting, and the third will focus on CAAS from a finance perspective.
*Day 2: Thurs, Sept. 18 | 9 a.m. – 2 p.m. Central | 4 CPE | Day 2 of this CAAS online workshop will feature two sessions that will help attendees communicate and deliver CAAS to prospects and customers. One session will focus on an accounting perspective and the other session will focus on CAAS from a marketing and communications perspective. | |
| 9/17/2025 | 9 a.m. - 3 p.m. | Online | 10 CPE (6 tech, 4 non-tech) | |
| Audits of HUD Assisted Projects (Webinar) (25WC-0071)25WC-0071 | *Audit requirements
*Audit procedures
*Requirements under HUD Consolidated Audit Guide and the Uniform Guidance | |
| 12/18/2025 | 10 a.m. - 3:30 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| Audits of HUD Assisted Projects (Webinar) (25WC-0070)25WC-0070 | *Audit requirements
*Audit procedures
*Requirements under HUD Consolidated Audit Guide and the Uniform Guidance | |
| 9/10/2025 | 10 a.m. - 3:30 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| MNCPA Audits of Lawful Gambling Conference (Virtual) (25CF-GAMB)25CF-GAMB | | |
| 9/25/2025 | 8 a.m. - 4:30 p.m. | Online | 8 CPE (see agenda) | |
| MNCPA Audits of Local Governments Conference (Virtual) (25CF-GOVT)25CF-GOVT | | |
| 10/20/2025 | 8 a.m. - 4:30 p.m. | Online | 8 CPE (see agenda) | |
| K2's Ripped From the Headlines: Outrageous Tales of Cybercrimes (Webinar) (25WC-0458)25WC-0458 | *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 that result in the theft of assets or unauthorized manipulation of data | |
| 11/3/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Federal Tax Update: Individual Form 1040 (Webinar) (25WC-0370)25WC-0370 | *Review of recent federal legislation and administrative rulings *Review of recent modifications to tax forms *Review of small business tax law and administrative update changes *Review of retirement plan changes *Overall review of tax practice and procedures | |
| 9/23/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Retirement Advising: Accumulation and Decumulation Strategies (Webinar) (25WC-0444)25WC-0444 | *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 the provisions of the SECURE Acts and how they will impact retirement planning | |
| 10/29/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Pension and Profit-Sharing Plan Strategies (Webinar) (25WC-0317)25WC-0317 | *NEW!! The SECURE 2.0 Act *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 | |
| 8/27/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Fraud: How to Find, How to Prevent (Webinar) (25WC-0465)25WC-0465 | *Fraud and its impact on our clients *Fraud prevention *Internal controls *Fraud risks *Fraud prevention tips | |
| 11/5/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Estate Planning: A Comprehensive Overview (Webinar) (25WC-0440)25WC-0440 | *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 | |
| 10/28/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Retirement Advising: Accumulation and Decumulation Strategies (Webinar) (25WC-0291)25WC-0291 | *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 the provisions of the SECURE Acts and how they will impact retirement planning | |
| 8/21/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| SSARS Practice Issues and Standards Update (Webinar) (25WC-0485)25WC-0485 | *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 | |
| 11/13/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| How AI is Automating Internal Control (Webinar) (25WC-0413)25WC-0413 | *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 | |
| 10/16/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Clarifying Risk Assessment: SAS 145 and Beyond (Webinar) (25WC-0284)25WC-0284 | *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 | |
| 8/20/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Income Tax Planning for Bond Investments (Webinar) (25WC-0223)25WC-0223 | *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 | |
| 8/8/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Comprehensive Pass-Through Owners' Basis and Distribution Rules (Webinar) (25WC-0308)25WC-0308 | *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 | |
| 8/26/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Inspector Gadget Technology Update (Webinar) (25WC-0454)25WC-0454 | *Emerging technologies *AI and RPAÂ *Blockchain and 5G *Gear & Gadgets *Internet-of-Things | |
| 10/31/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Office Scripts: The New Macros (Webinar) (25WC-0245)25WC-0245 | *Introduction to Office Scripts
*Recording your first script
*Integration with Power Automate | |
| 8/4/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethics in the Real World (Webinar) (25WC-0332)25WC-0332 | *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 | |
| 9/4/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| Staff Tax Training: Individuals (Form 1040) (Webinar) (25WC-0254)25WC-0254 | *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) | |
| 8/5/2025 | 10 a.m. - 5:30 p.m. | Online | 24 CPE (24 tech, 0 non-tech) | |
| What Every CPA Should Know About Fraud (Webinar) (25WC-0309)25WC-0309 | *How is fraud detected? *The role of external auditors in finding fraud *Revenue recognition issues *Corrupt management *Data mining *Physical and biometric controls | |
| 8/26/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Accounting and Tax Ethics: Standards, Issues and Case Studies (Webinar) (25WC-0271)25WC-0271 | *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 | |
| 8/18/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Preparation, Compilations and Reviews: A Practical Workshop (Webinar) (25WC-0381)25WC-0381 | *Preparation *Compilations *Reviews | |
| 9/24/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Form 1041 Advanced Series Part 2: Cash & Property Distribution Issues (Webinar) (25WC-0330)25WC-0330 | *Calculating DNI & the Distribution Deduction *Determining Types of Distributions and Whether a Distribution "Carries Out" DNI *In-Kind Distributions & the Impact on the Distribution Deduction *Depreciation and the Distribution of In-Kind Property *Distributions that Result in "Kenan Gain" *Funding a Pecuniary Bequest with Depreciated Property *IRC Sec. 643(e) | |
| 9/2/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Estate Planning Strategies Using Irrevocable Trusts (Webinar) (25WC-0397)25WC-0397 | *The gift, estate, and income tax treatment of irrevocable trusts *The benefits of spousal lifetime access trusts (SLATs), grantor retained interest trusts (GRATs and GRUTs), qualified personal residence trusts (QPRTs), life insurance trusts (ILITs), domestic asset protection trusts (DAPTs), dynasty trusts, and retirement trusts | |
| 9/30/2025 | 10 a.m. - 3:30 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| Not-For-Profit Organizations: Financial Update (Webinar) (25WC-0418)25WC-0418 | *Financial entity *IRS filing status *Recent ASC updates affecting nonprofit entities | |
| 10/21/2025 | 10 a.m. - 12:30 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| International Tax Lunch Series July 2025 (Webinar) (25WC-0228)25WC-0228 | *Various tax topics from a legal perspective *International, Federal and State tax matters | |
| 7/25/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Generation-Skipping Transfer Tax (Webinar) (25WC-0473)25WC-0473 | *Taxable terminations *Mismatch between available exemption and GST, and utilizing excess GST *GST elections on Form 709 and automatic allocations | |
| 11/10/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Federal Tax Update: Individual Form 1040 (Webinar) (25WC-0449)25WC-0449 | *Review of recent federal legislation and administrative rulings *Review of recent modifications to tax forms *Review of small business tax law and administrative update changes *Review of retirement plan changes *Overall review of tax practice and procedures | |
| 10/29/2025 | 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) (25WC-0240)25WC-0240 | *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 | |
| 7/30/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Implementing and Maintaining an Internal Control System (Webinar) (25WC-0472)25WC-0472 | *Considerations for the maintenance of an internal control system *The types of policies and procedures organizations should utilize *Reviewing and testing control measures *Updating controls and implementing control changes | |
| 11/6/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Comprehensive FASB and AICPA Update for Tax Professionals (Webinar) (25WC-0434)25WC-0434 | *Broadly applicable ASU effective in 2024 and beyond *Significant recent SAS *Tax-basis financial statements *Statements on Quality Management Standards | |
| 10/28/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Internal and External Fraud: Understanding It and Working to Control It (Webinar) (25WC-0407)25WC-0407 | *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 | |
| 10/9/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| FASB & AICPA Update for Tax Professionals (Webinar) (25WC-0302)25WC-0302 | *Broadly applicable ASU effective in 2024 and beyond *Significant recent SAS | |
| 8/25/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Financial Reporting Fundamentals (Webinar) (25WC-0277)25WC-0277 | *Financial statements, disclosures and presentations *Review of two Annual Financial Reports (IFRS and U.S. GAAP) | |
| 8/19/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Form 1041 Advanced Series Part 3: Sec.199, Sec.67g & Charitable Deductions (Webinar) (25WC-0333)25WC-0333 | *Review of New Rules under IRC Sec. 67(g) *Review Surprises to Simple Trusts under IRC Sec. 67(g) *Presentation Issues with IRC Sec. 199A Deduction and the Tier System *Special Rules Relating to the Charitable Contribution Deduction *Problem Examples | |
| 9/4/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Emerging Issues in Financial Accounting (Webinar) (25WC-0356)25WC-0356 | *Are we equipped to deal with a resurgence in financial accounting fraud *Private company accounting standards, options and elections *The latest on crypto and ESG *Accounting and auditing for SAAS arrangements, impairments and going-concern, and debt modification accounting *FASB and PCC agenda | |
| 9/19/2025 | 11 a.m. - 1:30 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| U.S. GAAP Disclosures for Non-Public Entities (Webinar) (25WC-0478)25WC-0478 | *FASB Accounting Standards Codification disclosure requirements *An overview of the disclosure landscape *How materiality enters into disclosure decisions *Navigating the FASB Codification | |
| 11/12/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Statement of Cash Flows: Preparation and Analysis Workshop (Webinar) (25WC-0353)25WC-0353 | *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 | |
| 9/18/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Deception, Embezzlement and Fraud (Webinar) (25WC-0380)25WC-0380 | *Narcissism Studies *Fraud *Embezzlement *Technology used in scams | |
| 9/24/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Not-for-Profit Organizations: Accounting Principles and Risk Management (Webinar) (25WC-0326)25WC-0326 | *Not-for-profit GAAP *Expense allocation methodologies *Risk management *Accounting errors | |
| 8/28/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Form 706 Preparation Part 4: GST Schedule R, Form 8971, Payments and Credits (Webinar) (25WC-0264)25WC-0264 | *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 | |
| 8/13/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Partnership and LLC (Form 1065): Formation to Liquidation (Webinar) (25WC-0235)25WC-0235 | *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 | |
| 7/29/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Fiduciary Taxation Part 3: Complex Trusts and Charitable Deduction (Webinar) (25WC-0389)25WC-0389 | *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 | |
| 9/25/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| PFP Update: Investment Planning in This New Era (Webinar) (25WC-0391)25WC-0391 | *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 | |
| 9/26/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Form 1041 Advanced Series Part 1: Why Complex Trusts are Complicated (Webinar) (25WC-0329)25WC-0329 | *How to Identify a Complex Trust and the Complications that Arise with Complex Trusts *The Importance of Recognizing the Tier System used by Complex Trusts *The Advantages and Requirements of the 65-day Rule *Special Issues Related to the Charitable Contribution Deduction *Use of a Checklist for Complex Trusts | |
| 9/2/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Comprehensive Partnership Taxation Form 1065 (Webinar) (25WC-0233)25WC-0233 | *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 | |
| 7/29/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Form 706 Preparation Part 3: Reporting Deductions (Webinar) (25WC-0263)25WC-0263 | *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 | |
| 8/13/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| International Tax Lunch Series October 2025 (Webinar) (25WC-0455)25WC-0455 | *Various tax topics from a legal perspective *International, Federal and State tax matters | |
| 10/31/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| K2's Budgeting and Forecasting Tools and Techniques (Webinar) (25WC-0477)25WC-0477 | *Budget-centric features in Excel
*Capital budgeting techniques
*Working with Solver and Scenario Manager in budgeting and forecasting environments
*Collaboration issues, version control, and audit history | |
| 11/10/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| Real Estate Taxation Full Circle (Webinar) (25WC-0423)25WC-0423 | *Personal residence and vacation home advantages and traps *Depreciation, credits, passive losses, qualified business income (QBI) *Installment sales *Involuntary conversions *Like-kind exchanges *Real estate investment trusts (REITs) | |
| 10/22/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Nonprofit A&A Series Part 1: Financial Statement Presentation and Disclosure (Webinar) (25WC-0363)25WC-0363 | *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 | |
| 9/22/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Comprehensive Partnership Taxation Form 1065 (Webinar) (25WC-0321)25WC-0321 | *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 | |
| 8/28/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Fiduciary Accounting Part 3: Special Accounting Elections and Distributions (Webinar) (25WC-0252)25WC-0252 | *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 | |
| 8/7/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| IRAs: Traditional, Roth, SEP and SIMPLE (Webinar) (25WC-0221)25WC-0221 | *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 1/2 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 | |
| 7/23/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 101 Tax Planning Ideas (Webinar) (25WC-0276)25WC-0276 | *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 | |
| 8/19/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Internal Controls: Strengthen Security, Efficiency and Employee Conduct (Webinar) (25WC-0343)25WC-0343 | *An overview of control frameworks and concepts *Strategy considerations that can be incorporated into control development *Understanding and controlling risk that arises when organizations change or choose not to | |
| 9/11/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Form 5500 Annual Update (Webinar) (25WC-0285)25WC-0285 | *Forms 5500, 5500SF and 5500EZ *Form 5500: nuances and schedules *Reporting and disclosing compliance issues *Reporting delinquent contributions *Failure to file | |
| 8/20/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Advanced Staff Tax Training: Individual (Webinar) (25WC-0376)25WC-0376 | *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 | |
| 9/24/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Federal Tax Update: Individual Form 1040 (Webinar) (25WC-0448)25WC-0448 | *Review of recent federal legislation and administrative rulings *Review of recent modifications to tax forms *Review of small business tax law and administrative update changes *Review of retirement plan changes *Overall review of tax practice and procedures | |
| 10/29/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Basic Staff Tax Training: Individual (Webinar) (25WC-0387)25WC-0387 | *Emphasize form 1040 and the accompanying reporting schedules for a basic individual income tax return *Identify and be able to implement basic individual income tax planning ideas for clients*Familiarity with several source documents utilized in the preparation of an individual income tax return *Identify common errors made in the preparation of an individual income tax return and understand how to avoid the errors in the future | |
| 9/25/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Tax Basis Financial Statements (Webinar) (25WC-0303)25WC-0303 | *Tax basis financial statements presentation and disclosure  *Reporting on tax-basis financial statements | |
| 8/25/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Fiduciary Taxation Part 3: Complex Trusts and Charitable Deduction (Webinar) (25WC-0226)25WC-0226 | *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 | |
| 7/24/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Retirement Penalties and Rollover Issues (Webinar) (25WC-0361)25WC-0361 | *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 | |
| 9/22/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accounting for Income Taxes for Private Companies (Webinar) (25WC-0319)25WC-0319 | *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 | |
| 8/28/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Deception, Embezzlement and Fraud (Webinar) (25WC-0379)25WC-0379 | *Narcissism Studies *Fraud *Embezzlement *Technology used in scams | |
| 9/24/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Corporate Fraud Risk and Investigations (Webinar) (25WC-0318)25WC-0318 | *Types of Corporate Fraud *Introduction to fraud risk *Fraud risk prevention programs *Fraud investigations | |
| 8/28/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Analyzing Financial Statements (Webinar) (25WC-0352)25WC-0352 | *Financial Reporting and Financial Statements *Use of Non-GAAP performance measures and key performance indicators *Forecasting *Valuation *Comprehensive Financial Statement Analysis with Case Study | |
| 9/18/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| SSARS Codification: Preparation, Compilation and Review (Webinar) (25WC-0274)25WC-0274 | *SSARS Codification requirements *SSARS engagements: preparation of financial statements, compilation of financial statements and proforma financial information *Review of financial statements *Overview coverage of the amendments to the SSARS contained in SSARS 26 | |
| 8/19/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Comprehensive FASB and AICPA Update for Tax Professionals (Webinar) (25WC-0231)25WC-0231 | *Broadly applicable ASU effective in 2024 and beyond *Significant recent SAS *Tax-basis financial statements *Statements on Quality Management Standards | |
| 7/29/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Advanced Personal Financial Planning Update (Webinar) (25WC-0366)25WC-0366 | *Retirement: accumulation and decumulation techniques, Social Security, Medicare and long-term care *Debt management, including reverse mortgages and education financing *Insurance and investments from a life-planning perspective *Income tax legislation, cases, and rulings *Estate and trust planning strategies | |
| 9/23/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Pass-Thru Entity Owners Schedule K-1 Analysis (Webinar) (25WC-0266)25WC-0266 | *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 | |
| 8/13/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Audits of 401k Plans (Webinar) (25WC-0460)25WC-0460 | *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 | |
| 11/4/2025 | 10 a.m. - 1:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Estate Planning Strategies Using Irrevocable Trusts (Webinar) (25WC-0237)25WC-0237 | *The gift, estate, and income tax treatment of irrevocable trusts *The benefits of spousal lifetime access trusts (SLATs), grantor retained interest trusts (GRATs and GRUTs), qualified personal residence trusts (QPRTs), life insurance trusts (ILITs), domestic asset protection trusts (DAPTs), dynasty trusts, and retirement trusts | |
| 7/30/2025 | 10 a.m. - 3:30 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| Analyzing Financial Statements (Webinar) (25WC-0351)25WC-0351 | *Financial Reporting and Financial Statements *Use of Non-GAAP performance measures and key performance indicators *Forecasting *Valuation *Comprehensive Financial Statement Analysis with Case Study | |
| 9/18/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Accounting for Income Taxes for Private Companies (Webinar) (25WC-0429)25WC-0429 | *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 | |
| 10/23/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Generation-Skipping Transfer Tax and Dynasty Trusts (Webinar) (25WC-0282)25WC-0282 | *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 | |
| 8/20/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Form 5500 Annual Update (Webinar) (25WC-0393)25WC-0393 | *Forms 5500, 5500SF and 5500EZ *Form 5500: nuances and schedules *Reporting and disclosing compliance issues *Reporting delinquent contributions *Failure to file | |
| 9/26/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Advanced Personal Financial Planning Update (Webinar) (25WC-0367)25WC-0367 | *Retirement: accumulation and decumulation techniques, Social Security, Medicare and long-term care *Debt management, including reverse mortgages and education financing *Insurance and investments from a life-planning perspective *Income tax legislation, cases, and rulings *Estate and trust planning strategies | |
| 9/23/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Comprehensive Update: FASB, AICPA (SAS, SQMS, SSARS & Ethics) (Webinar) (25WC-0417)25WC-0417 | *ASU effective in 2024 and beyond *Recent SAS *Selected ethics interpretations | |
| 10/21/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| ABC Trust Planning and the Portable Exclusion (Webinar) (25WC-0349)25WC-0349 | *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 and QTIP trusts *"B" (Bypass) trusts *"A" (Survivor s)/"C" (QTIP) trusts planning *What planners should tell their wealthy clients after the issuance of the Clawback Regulations | |
| 9/18/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Accounting Industry Update (Webinar) (25WC-0337)25WC-0337 | *FASB Technical Agenda and upcoming changes *ASUs *Implementation dates and methods *Audit quality initiatives *Changes to AICPA auditing standards; and PCAOB standards | |
| 9/9/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Accounting Fraud (Webinar) (25WC-0360)25WC-0360 | *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 | |
| 9/22/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Nonprofit A&A Series Part 2: Revenue Recognition (Webinar) (25WC-0364)25WC-0364 | *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 | |
| 9/22/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Financial Statements for the Simple Business Entity (Webinar) (25WC-0347)25WC-0347 | *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 | |
| 9/17/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| A&A Update for Closely Held Businesses (Webinar) (25WC-0435)25WC-0435 | *Recently issued FASB Accounting Standards Updates, including those that will become effective during audit engagements conducted in 2024 *Recently issued Statements on Auditing Standards and other AICPA activity *Recently issued Statements on Standards for Accounting and Review Services | |
| 10/28/2025 | 10 a.m. - 3:30 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| Fiduciary Taxation Part 1: Introduction to Form 1041 (Webinar) (25WC-0218)25WC-0218 | *Introduction to the Fiduciary Entity and Basic Fiduciary Entity Flowchart *Authorities & Disciplines in Fiduciary Accounting & Taxation *Fiduciary Tax Rates and Brackets *Introduction to Subchapter J *5 Basic Rules & Concept of Fiduciary Taxation and Steps to Calculating the Income Taxation of Trusts & Estates *Use of a Tax Spreadsheet | |
| 7/22/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Partnership and LLC (Form 1065): Formation to Liquidation (Webinar) (25WC-0451)25WC-0451 | *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 | |
| 10/29/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| International Tax Lunch Series September 2025 (Webinar) (25WC-0395)25WC-0395 | *Various tax topics from a legal perspective *International, Federal and State tax matters | |
| 9/26/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Estate Planning: A Comprehensive Overview (Webinar) (25WC-0441)25WC-0441 | *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 | |
| 10/28/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Understanding Apportionment for a Multistate Business (Webinar) (25WC-0496)25WC-0496 | *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 | |
| 11/17/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| OCBOA Case Studies (Webinar) (25WC-0331)25WC-0331 | *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 | |
| 9/3/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Partnership and LLC (Form 1065): Formation to Liquidation (Webinar) (25WC-0236)25WC-0236 | *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 | |
| 7/29/2025 | 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) (25WC-0385)25WC-0385 | *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 | |
| 9/25/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| SSARS Practice Issues and Standards Update (Webinar) (25WC-0375)25WC-0375 | *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 | |
| 9/24/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Partnership and LLC (Form 1065): Formation to Liquidation (Webinar) (25WC-0450)25WC-0450 | *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 | |
| 10/29/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Ethical Responsibilities for CPAs: Ethics (Webinar) (25WC-0433)25WC-0433 | *Ethical Responsibilities for CPAs *The AICPA Code of Professional Conduct *PCAOB Ethical Standards *The Sarbanes Oxley Act *The Foreign Corrupt Practices Act *Circular 230 for Tax Practitioners *The Dodd-Frank Banking Reform Act | |
| 10/27/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Not-for-Profit Organizations: Accounting Principles and Risk Management (Webinar) (25WC-0325)25WC-0325 | *Not-for-profit GAAP *Expense allocation methodologies *Risk management *Accounting errors | |
| 8/28/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| S Corporation (Form 1120S): Formation to Liquidation (Webinar) (25WC-0415)25WC-0415 | *Extensive review of the S Corporation tax laws with an emphasis on any new legislative changes including any TCJA provisions expiring after 2025 *Requirements to make an S election (i.e., types and numbers of shareholders and second class of stock issues) *Fixing late S Corporation elections (i.e., Form 2553) *S Corporation formation (Section 351) and liquidation issues *Revocation and termination of S Corporations *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 *Compensation issues including the tax treatment of fringe benefits *Built in gains tax and other planning opportunities when converting a C to S Corporation *Preparation of the Schedule M-2 and the ordering rules for distributions out of the AAA, PTI, E&P and OAA accounts *Tax treatment of stock redemptions (sale or distribution?) | |
| 10/16/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Case Studies in Accounting Fraud (Webinar) (25WC-0401)25WC-0401 | *Major financial statement frauds, including sales and other types of revenue, estimates, earnings management and cut-off *Major misappropriation of asset fraud schemes, including skimming, larceny, and additional schemes that occur in inventory, payables and other accounts *Review of cases involving common fraud schemes | |
| 10/1/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's Safeguarding Taxpayer Data: A Guide For Your Required Security Plan (Webinar) (25WC-0358)25WC-0358 | *Understand the need to protect client data
*Learn about the required security and privacy standards
*Leave with a sample plan to consider your tax practice | |
| 9/19/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accounting and Tax Ethics: Standards, Issues and Case Studies (Webinar) (25WC-0400)25WC-0400 | *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 | |
| 9/30/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Audits Under Uniform Guidance: Single Audit & NPOs (Webinar) (25WC-0484)25WC-0484 | *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 | |
| 11/13/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Fiduciary Taxation Part 4: Miscellaneous Topics and AMT (Webinar) (25WC-0390)25WC-0390 | *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 & Estates *AMT Bracket Rates and Exemption for Fiduciary Entities *Alternative Minimum Tax Spreadsheet Approach Using AMT Problem Example with Passive Activity Loss (PAL) | |
| 9/25/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Internal and External Fraud: Understanding It and Working to Control It (Webinar) (25WC-0483)25WC-0483 | *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 | |
| 11/12/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Auditing Standards Update & Best Practices (Webinar) (25WC-0492)25WC-0492 | *Designing and performing sufficient audit procedures required for all audits, particularly when auditing privately-owned companies *Identify controls that exist, especI'lly when those controls are not clearly identified or formalized *Evaluate if those controls prevent or detect material misstatements in the financial statements *Design effective audit procedures (including testing of controls where appropriate) in response to the auditor s assessed risk of the potential material misstatements in the financial statements | |
| 11/14/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Governmental and Not-for Profit Fraud (Webinar) (25WC-0215)25WC-0215 | *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 | |
| 7/22/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Navigating Tax Court for Non-Lawyers (Webinar) (25WC-0225)25WC-0225 | *Determining when filing a Tax Court case can be a strategic benefit *Learn how to file the case *Understand the steps and deadlines in the Tax Court process *Review the settlement process *Know when the case gets to the point where you need help | |
| 7/24/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Comprehensive S Corporation Taxation Form 1120S (Webinar) (25WC-0224)25WC-0224 | *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 | |
| 7/24/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Ethics in the Real World (Webinar) (25WC-0493)25WC-0493 | *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 | |
| 11/14/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| Comprehensive Passive Activity Losses (PAL) (Webinar) (25WC-0453)25WC-0453 | *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 | |
| 10/30/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's Next Generation Excel Reporting (Webinar) (25WC-0339)25WC-0339 | *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 | |
| 9/9/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Tax Aspects of Stock Investing (Webinar) (25WC-0432)25WC-0432 | *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 | |
| 10/27/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| FASB Update: What's New? October 2025 (Webinar) (25WC-0403)25WC-0403 | *FASB's current activities *ASUs issued *Workplan agenda | |
| 10/7/2025 | 11 a.m. - 12:30 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Tax Talks: August 2025 (Webinar) (25WC-0260)25WC-0260 | *Various tax topics from a legal perspective *International, Federal and State tax matters | |
| 8/12/2025 | 11 a.m. - 12:30 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| How Fraud Can Affect Smaller Organizations (Webinar) (25WC-0494)25WC-0494 | *The reasons for fraud *Fraudulent acts that are initiated against smaller organizations *Methods to stop fraud attempts against small businesses | |
| 11/14/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Comprehensive S Corporation Taxation Form 1120S (Webinar) (25WC-0486)25WC-0486 | *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 | |
| 11/13/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Internal and External Fraud: Understanding It and Working to Control It (Webinar) (25WC-0406)25WC-0406 | *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 | |
| 10/9/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Comprehensive Passive Activity Losses (PAL) (Webinar) (25WC-0452)25WC-0452 | *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 | |
| 10/30/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Comprehensive FASB and AICPA Update for Tax Professionals (Webinar) (25WC-0230)25WC-0230 | *Broadly applicable ASU effective in 2024 and beyond *Significant recent SAS *Tax-basis financial statements *Statements on Quality Management Standards | |
| 7/29/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Financial Statement Analysis for Managers (Webinar) (25WC-0408)25WC-0408 | *Pros/cons of ratio analysis *Cash flow analysis *Operating leverage vs. financial leverage *Effective financial performance measures | |
| 10/14/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Passive Activities and Rental Real Estate Income Tax Issues (Webinar) (25WC-0467)25WC-0467 | *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 | |
| 11/5/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Comprehensive Partnership Taxation Form 1065 (Webinar) (25WC-0320)25WC-0320 | *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 | |
| 8/28/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Ethical Responsibilities for CPAs: Ethics (Webinar) (25WC-0495)25WC-0495 | *Ethical Responsibilities for CPAs *The AICPA Code of Professional Conduct *PCAOB Ethical Standards *The Sarbanes Oxley Act *The Foreign Corrupt Practices Act *Circular 230 for Tax Practitioners *The Dodd-Frank Banking Reform Act | |
| 11/17/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Leases: ASC Topic 842 In Depth (Webinar) (25WC-0314)25WC-0314 | *FASB ASC 842, Leases *All recently released updates to ASC 842, Leases | |
| 8/27/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Retirement Advising: Accumulation and Decumulation Strategies (Webinar) (25WC-0445)25WC-0445 | *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 the provisions of the SECURE Acts and how they will impact retirement planning | |
| 10/29/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Basic Staff Tax Training: Individual (Webinar) (25WC-0292)25WC-0292 | *Emphasize form 1040 and the accompanying reporting schedules for a basic individual income tax return *Identify and be able to implement basic individual income tax planning ideas for clients*Familiarity with several source documents utilized in the preparation of an individual income tax return *Identify common errors made in the preparation of an individual income tax return and understand how to avoid the errors in the future | |
| 8/21/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Federal Tax Update: Business Comprehensive (Webinar) (25WC-0437)25WC-0437 | *Review of recent federal legislation and administrative rulings *Review of recent modifications to tax forms *Review of small business tax law and administrative update changes *Review of retirement plan changes *Overall review of tax practice and procedures | |
| 10/28/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Comprehensive S Corporation Taxation Form 1120S (Webinar) (25WC-0398)25WC-0398 | *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 | |
| 9/30/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Comprehensive Pass-Through Owners' Basis and Distribution Rules (Webinar) (25WC-0426)25WC-0426 | *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 | |
| 10/22/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Comprehensive Partnership Taxation Form 1065 (Webinar) (25WC-0420)25WC-0420 | *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 | |
| 10/21/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Comprehensive S Corporation Taxation Form 1120S (Webinar) (25WC-0487)25WC-0487 | *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 | |
| 11/13/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Basic Staff Tax Training: Individual (Webinar) (25WC-0293)25WC-0293 | *Emphasize form 1040 and the accompanying reporting schedules for a basic individual income tax return *Identify and be able to implement basic individual income tax planning ideas for clients*Familiarity with several source documents utilized in the preparation of an individual income tax return *Identify common errors made in the preparation of an individual income tax return and understand how to avoid the errors in the future | |
| 8/21/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Understanding and Creating an Internal Control System (Webinar) (25WC-0288)25WC-0288 | *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 | |
| 8/20/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Fiduciary Taxation Part 4: Miscellaneous Topics and AMT (Webinar) (25WC-0227)25WC-0227 | *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 & Estates *AMT Bracket Rates and Exemption for Fiduciary Entities *Alternative Minimum Tax Spreadsheet Approach Using AMT Problem Example with Passive Activity Loss (PAL) | |
| 7/24/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Comprehensive Pass-Through Owners' Basis and Distribution Rules (Webinar) (25WC-0425)25WC-0425 | *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 | |
| 10/22/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| International Tax Lunch Series August 2025 (Webinar) (25WC-0328)25WC-0328 | *Various tax topics from a legal perspective *International, Federal and State tax matters | |
| 8/29/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| How Fraud Can Affect Smaller Organizations (Webinar) (25WC-0431)25WC-0431 | *The reasons for fraud *Fraudulent acts that are initiated against smaller organizations *Methods to stop fraud attempts against small businesses | |
| 10/24/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Form 1041 Advanced Series Part 3: Sec.199, Sec.67g & Charitable Deductions (Webinar) (25WC-0469)25WC-0469 | *Review of New Rules under IRC Sec. 67(g) *Review Surprises to Simple Trusts under IRC Sec. 67(g) *Presentation Issues with IRC Sec. 199A Deduction and the Tier System *Special Rules Relating to the Charitable Contribution Deduction *Problem Examples | |
| 11/6/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Inspector Gadget Technology Update (Webinar) (25WC-0125)25WC-0125 | *Emerging technologies *AI and RPAÂ *Blockchain and 5G *Gear & Gadgets *Internet-of-Things | |
| 8/12/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Fiduciary Accounting Part 4: The New Frontier -- Total Return Trusts (Webinar) (25WC-0253)25WC-0253 | *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) | |
| 8/7/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Form 1041 Advanced Series Part 1: Why Complex Trusts are Complicated (Webinar) (25WC-0462)25WC-0462 | *How to Identify a Complex Trust and the Complications that Arise with Complex Trusts *The Importance of Recognizing the Tier System used by Complex Trusts *The Advantages and Requirements of the 65-day Rule *Special Issues Related to the Charitable Contribution Deduction *Use of a Checklist for Complex Trusts | |
| 11/4/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Form 706 Preparation Part 2: Reporting Assets (Webinar) (25WC-0259)25WC-0259 | *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 | |
| 8/12/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How Technology Controls Should Be Developed and Implemented (Webinar) (25WC-0474)25WC-0474 | *Considerations for the maintenance of an internal control system *The types of policies and procedures organizations should utilize *Reviewing and testing control measures *Updating controls and implementing control changes | |
| 11/10/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's Next Generation Excel Reporting (Webinar) (25WC-0338)25WC-0338 | *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 | |
| 9/9/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Comprehensive Pass-Through Owners' Basis and Distribution Rules (Webinar) (25WC-0307)25WC-0307 | *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 | |
| 8/26/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Understanding Apportionment for a Multistate Business (Webinar) (25WC-0255)25WC-0255 | *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 | |
| 8/11/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Form 1041 Advanced Series Part 4: Post Mortem Considerations (Webinar) (25WC-0334)25WC-0334 | *A Review of the Expansive Nature of Trust Administration *The Use of Post-Mortem Elections *The Use of an Administrative Trust & its Advantages *Choosing a Fiscal Year for the Administrative Trust *The Successor Trustee of an Administrative Trust and whether the Trust is Simple or Complex? *Making the Sec. 645 Election, its Duration, Advantages and Disadvantages | |
| 9/4/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Retirement Advising: Accumulation and Decumulation Strategies (Webinar) (25WC-0290)25WC-0290 | *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 the provisions of the SECURE Acts and how they will impact retirement planning | |
| 8/21/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Ethical Responsibilities for CPAs: Ethics (Webinar) (25WC-0304)25WC-0304 | *Ethical Responsibilities for CPAs *The AICPA Code of Professional Conduct *PCAOB Ethical Standards *The Sarbanes Oxley Act *The Foreign Corrupt Practices Act *Circular 230 for Tax Practitioners *The Dodd-Frank Banking Reform Act | |
| 8/25/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Auditing Standards: A Comprehensive Review (Webinar) (25WC-0411)25WC-0411 | *Efficient audit planning, documentation and research *Risk assessment procedures relate control risk to substantive testing and reduce the risk of lawsuits *Fraud requirements *Testing management's estimates *Auditing standards | |
| 10/15/2025 | 8 a.m. - 3:30 p.m. | Online | 16 CPE (16 tech, 0 non-tech) | |
| Comprehensive Partnership Taxation Form 1065 (Webinar) (25WC-0419)25WC-0419 | *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 | |
| 10/21/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Not-For-Profit Organizations: Financial Update (Webinar) (25WC-0464)25WC-0464 | *Financial entity *IRS filing status *Recent ASC updates affecting nonprofit entities | |
| 11/5/2025 | 10 a.m. - 12:30 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Ethics in the Real World (Webinar) (25WC-0243)25WC-0243 | *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 | |
| 7/31/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| Practical Accounting Update (Webinar) (25WC-0257)25WC-0257 | *New rules in the accounting arena *SQMS *NOCLAR rules *Cybersecurity *New audit standards | |
| 8/11/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Divorce Concerns: Taxes, Valuation, Finances, Retirement and Obligations (Webinar) (25WC-0421)25WC-0421 | *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 | |
| 10/21/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Divorce Concerns: Taxes, Valuation, Finances, Retirement and Obligations (Webinar) (25WC-0422)25WC-0422 | *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 | |
| 10/21/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Preparation, Compilations and Reviews: A Practical Workshop (Webinar) (25WC-0295)25WC-0295 | *Preparation *Compilations *Reviews | |
| 8/21/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| How Fraud Can Affect Smaller Organizations (Webinar) (25WC-0300)25WC-0300 | *The reasons for fraud *Fraudulent acts that are initiated against smaller organizations *Methods to stop fraud attempts against small businesses | |
| 8/22/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Preparing Quality of Earnings Analysis (Webinar) (25WC-0256)25WC-0256 | *Uses of a Quality of Earnings Report *Information needed to prepare the report *Overlapping enterprise valuation concepts *Various adjustments to "as reported" EBITDA | |
| 8/11/2025 | 11 a.m. - 1:30 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| PFP Update: Issues, Exposures and Developing Client Strategy (Webinar) (25WC-0299)25WC-0299 | *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 | |
| 8/22/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Form 1041 Advanced Series Part 2: Cash & Property Distribution Issues (Webinar) (25WC-0463)25WC-0463 | *Calculating DNI & the Distribution Deduction *Determining Types of Distributions and Whether a Distribution "Carries Out" DNI *In-Kind Distributions & the Impact on the Distribution Deduction *Depreciation and the Distribution of In-Kind Property *Distributions that Result in "Kenan Gain" *Funding a Pecuniary Bequest with Depreciated Property *IRC Sec. 643(e) | |
| 11/4/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Governmental and Not-for Profit Fraud (Webinar) (25WC-0374)25WC-0374 | *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 | |
| 9/24/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Internal Controls: Strengthen Security, Efficiency and Employee Conduct (Webinar) (25WC-0342)25WC-0342 | *An overview of control frameworks and concepts *Strategy considerations that can be incorporated into control development *Understanding and controlling risk that arises when organizations change or choose not to | |
| 9/11/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Comprehensive S Corporation Taxation Form 1120S (Webinar) (25WC-0399)25WC-0399 | *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 | |
| 9/30/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's Automation for Increasing Personal Efficiency And Effectiveness (Webinar) (25WC-0457)25WC-0457 | *Automation opportunities *Understanding integration platforms *Productivity tips, tricks, and applications *Tips and tricks for saving valuable time | |
| 10/31/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Collaboration: Portals, Payments and Signatures (Webinar) (25WC-0348)25WC-0348 | *Portals as collaboration enablement
*Learn about payment options you can integrate into your portal
*Leave with a checklist of features to consider for collaboration | |
| 9/17/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Pass-Thru Entity Owners Schedule K-1 Analysis (Webinar) (25WC-0490)25WC-0490 | *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 | |
| 11/13/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| FASB & AICPA Update for Tax Professionals (Webinar) (25WC-0427)25WC-0427 | *Broadly applicable ASU effective in 2024 and beyond *Significant recent SAS | |
| 10/23/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Passive Activities and Rental Real Estate Income Tax Issues (Webinar) (25WC-0239)25WC-0239 | *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 | |
| 7/30/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Art of the Interview (Webinar) (25WC-0394)25WC-0394 | *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. | |
| 9/26/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Pass-Thru Entity Owners Schedule K-1 Analysis (Webinar) (25WC-0265)25WC-0265 | *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 | |
| 8/13/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Fraud: How to Find, How to Prevent (Webinar) (25WC-0286)25WC-0286 | *Fraud and its impact on our clients *Fraud prevention *Internal controls *Fraud risks *Fraud prevention tips | |
| 8/20/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| SSARS Codification: Preparation, Compilation and Review (Webinar) (25WC-0459)25WC-0459 | *SSARS Codification requirements *SSARS engagements: preparation of financial statements, compilation of financial statements and proforma financial information *Review of financial statements *Overview coverage of the amendments to the SSARS contained in SSARS 26 | |
| 11/4/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Not-for-Profit Organizations: Treasury Utilizing QuickBooks (Webinar) (25WC-0369)25WC-0369 | *Financial entity *IRS filing status *Recent ASC updates affecting nonprofits *Inflows and Outflows *QuickBooks Desktop *Setup *Data entry *Reporting *Governance policies and budgeting | |
| 9/23/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Auditing Standards: A Comprehensive Review (Webinar) (25WC-0269)25WC-0269 | *Efficient audit planning, documentation and research *Risk assessment procedures relate control risk to substantive testing and reduce the risk of lawsuits *Fraud requirements *Testing management's estimates *Auditing standards | |
| 8/13/2025 | 8 a.m. - 3:30 p.m. | Online | 16 CPE (16 tech, 0 non-tech) | |
| ABC Trust Planning and the Portable Exclusion (Webinar) (25WC-0350)25WC-0350 | *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 and QTIP trusts *"B" (Bypass) trusts *"A" (Survivor s)/"C" (QTIP) trusts planning *What planners should tell their wealthy clients after the issuance of the Clawback Regulations | |
| 9/18/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Fiduciary Taxation Part 1: Introduction to Form 1041 (Webinar) (25WC-0372)25WC-0372 | *Introduction to the Fiduciary Entity and Basic Fiduciary Entity Flowchart *Authorities & Disciplines in Fiduciary Accounting & Taxation *Fiduciary Tax Rates and Brackets *Introduction to Subchapter J *5 Basic Rules & Concept of Fiduciary Taxation and Steps to Calculating the Income Taxation of Trusts & Estates *Use of a Tax Spreadsheet | |
| 9/23/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Pension and Profit-Sharing Plan Strategies (Webinar) (25WC-0316)25WC-0316 | *NEW!! The SECURE 2.0 Act *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 | |
| 8/27/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Accounting and Auditing Update (Webinar) (25WC-0322)25WC-0322 | *Review of select AICPA Technical Questions and Answers *Upcoming changes to accounting for goodwill, leasing and business combinations *Compilation and review standards and interpretations (SSARS) *Auditing standards and interpretations (SAS & SSAE) | |
| 8/28/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| How to Review Financial Statements (Webinar) (25WC-0402)25WC-0402 | *Practice reviewing financial statements *Financial statement case studies | |
| 10/2/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Financial Reporting Fundamentals (Webinar) (25WC-0447)25WC-0447 | *Financial statements, disclosures and presentations *Review of two Annual Financial Reports (IFRS and U.S. GAAP) | |
| 10/29/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| IRAs: Traditional, Roth, SEP and SIMPLE (Webinar) (25WC-0222)25WC-0222 | *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 1/2 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 | |
| 7/23/2025 | 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) (25WC-0466)25WC-0466 | *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 | |
| 11/5/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Financial Accounting Standards: A Comprehensive Review (Webinar) (25WC-0341)25WC-0341 | *Application of professional judgment *Codification, GAAP and the GAAP hierarchy *Recent changes in financial statement presentation *Hot Topics in financial reporting & accounting | |
| 9/10/2025 | 8 a.m. - 3:30 p.m. | Online | 16 CPE (16 tech, 0 non-tech) | |
| GAAP Update (Webinar) (25WC-0405)25WC-0405 | *Business combinations and consolidations *Lease accounting *Financial instruments - credit losses (CECL) *Intangibles, including goodwill *Fair value | |
| 10/9/2025 | 10 a.m. - 3:30 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| U.S. GAAP Disclosures for Non-Public Entities (Webinar) (25WC-0383)25WC-0383 | *FASB Accounting Standards Codification disclosure requirements *An overview of the disclosure landscape *How materiality enters into disclosure decisions *Navigating the FASB Codification | |
| 9/25/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Nonprofit A&A Standards Update and New Developments (Webinar) (25WC-0365)25WC-0365 | *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 | |
| 9/22/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Basic Staff Tax Training: Individual (Webinar) (25WC-0481)25WC-0481 | *Emphasize form 1040 and the accompanying reporting schedules for a basic individual income tax return *Identify and be able to implement basic individual income tax planning ideas for clients*Familiarity with several source documents utilized in the preparation of an individual income tax return *Identify common errors made in the preparation of an individual income tax return and understand how to avoid the errors in the future | |
| 11/12/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Preparation, Compilations and Reviews: A Practical Workshop (Webinar) (25WC-0294)25WC-0294 | *Preparation *Compilations *Reviews | |
| 8/21/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| S Corporation (Form 1120S): Formation to Liquidation (Webinar) (25WC-0414)25WC-0414 | *Extensive review of the S Corporation tax laws with an emphasis on any new legislative changes including any TCJA provisions expiring after 2025 *Requirements to make an S election (i.e., types and numbers of shareholders and second class of stock issues) *Fixing late S Corporation elections (i.e., Form 2553) *S Corporation formation (Section 351) and liquidation issues *Revocation and termination of S Corporations *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 *Compensation issues including the tax treatment of fringe benefits *Built in gains tax and other planning opportunities when converting a C to S Corporation *Preparation of the Schedule M-2 and the ordering rules for distributions out of the AAA, PTI, E&P and OAA accounts *Tax treatment of stock redemptions (sale or distribution?) | |
| 10/16/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Comprehensive Passive Activity Losses (PAL) (Webinar) (25WC-0216)25WC-0216 | *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 | |
| 7/22/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Pass-Thru Entity Owners Schedule K-1 Analysis (Webinar) (25WC-0491)25WC-0491 | *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 | |
| 11/13/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Comprehensive Roth IRA Strategies Analysis (Webinar) (25WC-0355)25WC-0355 | *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 | |
| 9/19/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Office Scripts: The New Macros (Webinar) (25WC-0346)25WC-0346 | *Introduction to Office Scripts
*Recording your first script
*Integration with Power Automate | |
| 9/15/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Accounting Fraud (Webinar) (25WC-0359)25WC-0359 | *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 | |
| 9/22/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Income Statement Disaggregation: ASC 240-40 (Webinar) (25WC-0234)25WC-0234 | *Disclosure - Overview *Disclosure - Expense Disaggregation *Implementation Guidance | |
| 7/29/2025 | 10 a.m. - 12:30 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
| Financial Reporting Fundamentals (Webinar) (25WC-0278)25WC-0278 | *Financial statements, disclosures and presentations *Review of two Annual Financial Reports (IFRS and U.S. GAAP) | |
| 8/19/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| What Every CPA Should Know About Fraud (Webinar) (25WC-0371)25WC-0371 | *How is fraud detected? *The role of external auditors in finding fraud *Revenue recognition issues *Corrupt management *Data mining *Physical and biometric controls | |
| 9/23/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Accounting Industry Update (Webinar) (25WC-0246)25WC-0246 | *FASB Technical Agenda and upcoming changes *ASUs *Implementation dates and methods *Audit quality initiatives *Changes to AICPA auditing standards; and PCAOB standards | |
| 8/5/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Preparation, Compilation and Review Issues: Highlights (Webinar) (25WC-0344)25WC-0344 | *AR-C 60 *AR-C 70 *AR-C 80 and AR-C 90Â | |
| 9/15/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How Technology Controls Should Be Developed and Implemented (Webinar) (25WC-0297)25WC-0297 | *Considerations for the maintenance of an internal control system *The types of policies and procedures organizations should utilize *Reviewing and testing control measures *Updating controls and implementing control changes | |
| 8/21/2025 | 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) (25WC-0310)25WC-0310 | *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 | |
| 8/26/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Mergers & Acquisitions Part 1: The Accountant's Role (Webinar) (25WC-0378)25WC-0378 | *The purpose and role of financial due diligence in the deal process, including quality of earnings analysis, evaluation of forecasts and sustainability of cash flow *Working capital adjustments and balance sheet due diligence *The impact of contemplated pricing, earn-outs and holdbacks *The deal timeline and flow of information *Understanding the terms and structure that fit the buyer and seller objectives *Tax and financial accounting treatment of select issues | |
| 9/24/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Limited-Scope Audits of 401(k) Plans: ERISA Section 103 (a)(3)(C) (Webinar) (25WC-0312)25WC-0312 | *Auditing and reporting requirements to meet when the client selects the ERISA Section 103(a)(3)(C) limited scope audit option *AICPA AU-C 703 Forming An Opinion and Reporting on Financial Statements of Employee Benefit Plans Subject to ERISA *AICPA Audit and Accounting Guide 'Employee Benefit Plans' *Testing participant data | |
| 8/27/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Generation-Skipping Transfer Tax (Webinar) (25WC-0301)25WC-0301 | *Taxable terminations *Mismatch between available exemption and GST, and utilizing excess GST *GST elections on Form 709 and automatic allocations | |
| 8/22/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| PFP Update: Investment Planning in This New Era (Webinar) (25WC-0241)25WC-0241 | *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 | |
| 7/31/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Fiduciary Taxation Part 2: Fiduciary Accounting and Simple Trusts (Webinar) (25WC-0219)25WC-0219 | *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 | |
| 7/22/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Fiduciary Accounting Part 2: Tools, Rules and Relationship to Tax (Webinar) (25WC-0248)25WC-0248 | *Setting up a chart of accounts *Reviewing the estate plan *Distinguishing between "income" and "principal" *Understanding the relationship of fiduciary accounting to fiduciary taxation | |
| 8/5/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Ripped From the Headlines: Outrageous Tales of Cybercrimes (Webinar) (25WC-0244)25WC-0244 | *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 that result in the theft of assets or unauthorized manipulation of data | |
| 8/4/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Automation for Increasing Personal Efficiency And Effectiveness (Webinar) (25WC-0281)25WC-0281 | *Automation opportunities *Understanding integration platforms *Productivity tips, tricks, and applications *Tips and tricks for saving valuable time | |
| 8/19/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Practical Accounting Update (Webinar) (25WC-0404)25WC-0404 | *New rules in the accounting arena *SQMS *NOCLAR rules *Cybersecurity *New audit standards | |
| 10/8/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Accounting and Auditing Update (Webinar) (25WC-0323)25WC-0323 | *Review of select AICPA Technical Questions and Answers *Upcoming changes to accounting for goodwill, leasing and business combinations *Compilation and review standards and interpretations (SSARS) *Auditing standards and interpretations (SAS & SSAE) | |
| 8/28/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Financial Accounting Standards: A Comprehensive Review (Webinar) (25WC-0340)25WC-0340 | *Application of professional judgment *Codification, GAAP and the GAAP hierarchy *Recent changes in financial statement presentation *Hot Topics in financial reporting & accounting | |
| 9/10/2025 | 10 a.m. - 5:30 p.m. | Online | 16 CPE (16 tech, 0 non-tech) | |
| Tax Talks: July 2025 (Webinar) (25WC-0123)25WC-0123 | *Various tax topics from a legal perspective *International, Federal and State tax matters | |
| 7/22/2025 | 11 a.m. - 12:30 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Basic Staff Tax Training: Individual (Webinar) (25WC-0480)25WC-0480 | *Emphasize form 1040 and the accompanying reporting schedules for a basic individual income tax return *Identify and be able to implement basic individual income tax planning ideas for clients*Familiarity with several source documents utilized in the preparation of an individual income tax return *Identify common errors made in the preparation of an individual income tax return and understand how to avoid the errors in the future | |
| 11/12/2025 | 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) (25WC-0482)25WC-0482 | *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 | |
| 11/12/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Federal Tax Update: Business Comprehensive (Webinar) (25WC-0396)25WC-0396 | *Review of recent federal legislation and administrative rulings *Review of recent modifications to tax forms *Review of small business tax law and administrative update changes *Review of retirement plan changes *Overall review of tax practice and procedures | |
| 9/29/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Income Statement Disaggregation: ASC 240-40 (Webinar) (25WC-0442)25WC-0442 | *Disclosure - Overview *Disclosure - Expense Disaggregation *Implementation Guidance | |
| 10/28/2025 | 10 a.m. - 12:30 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
| Statement of Cash Flows: Preparation and Analysis Workshop (Webinar) (25WC-0354)25WC-0354 | *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 | |
| 9/18/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Closely Held Business Owner Financial Planning Opportunities (Webinar) (25WC-0392)25WC-0392 | *Insurance planning *Investment planning *Business succession planning *Income tax planning *Practice management and marketing *Retirement planning *Executive compensation *Estate planning | |
| 9/26/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Financial Accounting Standards: A Comprehensive Review (Webinar) (25WC-0488)25WC-0488 | *Application of professional judgment *Codification, GAAP and the GAAP hierarchy *Recent changes in financial statement presentation *Hot Topics in financial reporting & accounting | |
| 11/12/2025 | 10 a.m. - 5:30 p.m. | Online | 16 CPE (16 tech, 0 non-tech) | |
| Basic Staff Tax Training: Individual (Webinar) (25WC-0386)25WC-0386 | *Emphasize form 1040 and the accompanying reporting schedules for a basic individual income tax return *Identify and be able to implement basic individual income tax planning ideas for clients*Familiarity with several source documents utilized in the preparation of an individual income tax return *Identify common errors made in the preparation of an individual income tax return and understand how to avoid the errors in the future | |
| 9/25/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Fraud Stories Series September 2025 (Webinar) (25WC-0357)25WC-0357 | *Fraud *Internal controls *Auditing *Ethical issues *Advanced accounting issues *Risk management | |
| 9/19/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Leases: ASC Topic 842 In Depth (Webinar) (25WC-0315)25WC-0315 | *FASB ASC 842, Leases *All recently released updates to ASC 842, Leases | |
| 8/27/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Implementing and Maintaining an Internal Control System (Webinar) (25WC-0410)25WC-0410 | *Considerations for the maintenance of an internal control system *The types of policies and procedures organizations should utilize *Reviewing and testing control measures *Updating controls and implementing control changes | |
| 10/15/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Financial Accounting Standards: A Comprehensive Review (Webinar) (25WC-0489)25WC-0489 | *Application of professional judgment *Codification, GAAP and the GAAP hierarchy *Recent changes in financial statement presentation *Hot Topics in financial reporting & accounting | |
| 11/12/2025 | 8 a.m. - 3:30 p.m. | Online | 16 CPE (16 tech, 0 non-tech) | |
| Ethical Responsibilities for CPAs (Webinar) (25WC-0362)25WC-0362 | *Ethical Responsibilities for CPAs *The AICPA Code of Professional Conduct *PCAOB Ethical Standards *The Sarbanes Oxley Act *The Foreign Corrupt Practices Act *Circular 230 for Tax Practitioners *The Dodd-Frank Banking Reform Act | |
| 9/22/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Accounting Analysis Basics (Webinar) (25WC-0468)25WC-0468 | *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 | |
| 11/6/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Comprehensive Passive Activity Losses (PAL) (Webinar) (25WC-0268)25WC-0268 | *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 | |
| 8/14/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Income Tax Planning for Bond Investments (Webinar) (25WC-0436)25WC-0436 | *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 | |
| 10/28/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Accounting Industry Update (Webinar) (25WC-0336)25WC-0336 | *FASB Technical Agenda and upcoming changes *ASUs *Implementation dates and methods *Audit quality initiatives *Changes to AICPA auditing standards; and PCAOB standards | |
| 9/9/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Ethical Responsibilities for CPAs: Ethics (Webinar) (25WC-0214)25WC-0214 | *Ethical Responsibilities for CPAs *The AICPA Code of Professional Conduct *PCAOB Ethical Standards *The Sarbanes Oxley Act *The Foreign Corrupt Practices Act *Circular 230 for Tax Practitioners *The Dodd-Frank Banking Reform Act | |
| 7/21/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| How Technology Controls Should Be Developed and Implemented (Webinar) (25WC-0475)25WC-0475 | *Considerations for the maintenance of an internal control system *The types of policies and procedures organizations should utilize *Reviewing and testing control measures *Updating controls and implementing control changes | |
| 11/10/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Statements on Quality Management Standards 1-3: What the Standards Require (Webinar) (25WC-0345)25WC-0345 | *SQMS 1 *A Firm's System of Quality Management *SQMS 2 *Engagement Quality Reviews *SQMS 3 *Amendments to SQMS 1 and 2 | |
| 9/15/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Audits of 401k Plans (Webinar) (25WC-0313)25WC-0313 | *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 | |
| 8/27/2025 | 10 a.m. - 1:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's Introduction to Excel Macros (Webinar) (25WC-0456)25WC-0456 | *Getting started with Excel macros by using the Macro Recorder
*Fundamentals of writing VBA code
*Saving and sharing macros
*Getting started with User-Defined Functions | |
| 10/31/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Understanding and Creating an Internal Control System (Webinar) (25WC-0287)25WC-0287 | *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 | |
| 8/20/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| U.S. GAAP Disclosures for Non-Public Entities (Webinar) (25WC-0479)25WC-0479 | *FASB Accounting Standards Codification disclosure requirements *An overview of the disclosure landscape *How materiality enters into disclosure decisions *Navigating the FASB Codification | |
| 11/12/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Corporate Fraud Risk and Investigations (Webinar) (25WC-0443)25WC-0443 | *Types of Corporate Fraud *Introduction to fraud risk *Fraud risk prevention programs *Fraud investigations | |
| 10/29/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Comprehensive Passive Activity Losses (PAL) (Webinar) (25WC-0267)25WC-0267 | *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 | |
| 8/14/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Social Security Basics and Strategies for Maximizing Benefits (Webinar) (25WC-0261)25WC-0261 | *Social Security planning, benefit calculation, and beneficiaries *Recent changes to "file and suspend" and "restricted application" strategies *Increasing benefits for self-employed individuals *Planning for surviving spouses *Integrating retirement plan distribution strategies with Social Security claiming strategies *Coordinating drawing Social Security benefits with the start of Medicare benefits, including a discussion of IRMAA | |
| 8/13/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Implementing and Maintaining an Internal Control System (Webinar) (25WC-0409)25WC-0409 | *Considerations for the maintenance of an internal control system *The types of policies and procedures organizations should utilize *Reviewing and testing control measures *Updating controls and implementing control changes | |
| 10/15/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| How AI is Automating Internal Control (Webinar) (25WC-0497)25WC-0497 | *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 | |
| 11/17/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| How AI is Automating Internal Control (Webinar) (25WC-0272)25WC-0272 | *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 | |
| 8/18/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Mergers & Acquisitions Part 2: Financial Accounting (Webinar) (25WC-0388)25WC-0388 | *Identifying the acquirer and the acquisition date *Recognition and measurement issues on the acquisition date *Intangible assets *Deferred income taxes *Stock options | |
| 9/25/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Limited-Scope Audits of 401(k) Plans: ERISA Section 103 (a)(3)(C) (Webinar) (25WC-0311)25WC-0311 | *Auditing and reporting requirements to meet when the client selects the ERISA Section 103(a)(3)(C) limited scope audit option *AICPA AU-C 703 Forming An Opinion and Reporting on Financial Statements of Employee Benefit Plans Subject to ERISA *AICPA Audit and Accounting Guide 'Employee Benefit Plans' *Testing participant data | |
| 8/27/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Accounting Analysis Basics (Webinar) (25WC-0251)25WC-0251 | *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 | |
| 8/7/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Analyzing Financial Statements (Webinar) (25WC-0250)25WC-0250 | *Financial Reporting and Financial Statements *Use of Non-GAAP performance measures and key performance indicators *Forecasting *Valuation *Comprehensive Financial Statement Analysis with Case Study | |
| 8/6/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Audits Under Uniform Guidance: Single Audit & NPOs (Webinar) (25WC-0305)25WC-0305 | *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 | |
| 8/26/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Navigating Tax Court for Non-Lawyers (Webinar) (25WC-0430)25WC-0430 | *Determining when filing a Tax Court case can be a strategic benefit *Learn how to file the case *Understand the steps and deadlines in the Tax Court process *Review the settlement process *Know when the case gets to the point where you need help | |
| 10/24/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Federal Tax Update: Business Comprehensive (Webinar) (25WC-0438)25WC-0438 | *Review of recent federal legislation and administrative rulings *Review of recent modifications to tax forms *Review of small business tax law and administrative update changes *Review of retirement plan changes *Overall review of tax practice and procedures | |
| 10/28/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| How Technology Controls Should Be Developed and Implemented (Webinar) (25WC-0296)25WC-0296 | *Considerations for the maintenance of an internal control system *The types of policies and procedures organizations should utilize *Reviewing and testing control measures *Updating controls and implementing control changes | |
| 8/21/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Preparing Quality of Earnings Analysis (Webinar) (25WC-0461)25WC-0461 | *Uses of a Quality of Earnings Report *Information needed to prepare the report *Overlapping enterprise valuation concepts *Various adjustments to "as reported" EBITDA | |
| 11/4/2025 | 11 a.m. - 1:30 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| SSARS Codification: Preparation, Compilation and Review (Webinar) (25WC-0273)25WC-0273 | *SSARS Codification requirements *SSARS engagements: preparation of financial statements, compilation of financial statements and proforma financial information *Review of financial statements *Overview coverage of the amendments to the SSARS contained in SSARS 26 | |
| 8/19/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Tax Planning for Sole Proprietors and Other Business Owners (Webinar) (25WC-0384)25WC-0384 | *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 | |
| 9/25/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| A&A Update for Closely Held Businesses (Webinar) (25WC-0249)25WC-0249 | *Recently issued FASB Accounting Standards Updates, including those that will become effective during audit engagements conducted in 2024 *Recently issued Statements on Auditing Standards and other AICPA activity *Recently issued Statements on Standards for Accounting and Review Services | |
| 8/6/2025 | 10 a.m. - 3:30 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| Auditing Standards Update & Best Practices (Webinar) (25WC-0306)25WC-0306 | *Designing and performing sufficient audit procedures required for all audits, particularly when auditing privately-owned companies *Identify controls that exist, especI'lly when those controls are not clearly identified or formalized *Evaluate if those controls prevent or detect material misstatements in the financial statements *Design effective audit procedures (including testing of controls where appropriate) in response to the auditor s assessed risk of the potential material misstatements in the financial statements | |
| 8/26/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Not-for-Profit Organizations: Treasury Utilizing QuickBooks (Webinar) (25WC-0368)25WC-0368 | *Financial entity *IRS filing status *Recent ASC updates affecting nonprofits *Inflows and Outflows *QuickBooks Desktop *Setup *Data entry *Reporting *Governance policies and budgeting | |
| 9/23/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Preparation, Compilations and Reviews: A Practical Workshop (Webinar) (25WC-0382)25WC-0382 | *Preparation *Compilations *Reviews | |
| 9/24/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Fiduciary Accounting Part 1: Fiduciary Duty Basics and Authority (Webinar) (25WC-0247)25WC-0247 | *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? | |
| 8/5/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Advanced Staff Tax Training: Individual (Webinar) (25WC-0377)25WC-0377 | *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 | |
| 9/24/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Form 1041 Advanced Series Part 4: Post Mortem Considerations (Webinar) (25WC-0470)25WC-0470 | *A Review of the Expansive Nature of Trust Administration *The Use of Post-Mortem Elections *The Use of an Administrative Trust & its Advantages *Choosing a Fiscal Year for the Administrative Trust *The Successor Trustee of an Administrative Trust and whether the Trust is Simple or Complex? *Making the Sec. 645 Election, its Duration, Advantages and Disadvantages | |
| 11/6/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Implementing and Maintaining an Internal Control System (Webinar) (25WC-0471)25WC-0471 | *Considerations for the maintenance of an internal control system *The types of policies and procedures organizations should utilize *Reviewing and testing control measures *Updating controls and implementing control changes | |
| 11/6/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Financial Reporting Fundamentals (Webinar) (25WC-0446)25WC-0446 | *Financial statements, disclosures and presentations *Review of two Annual Financial Reports (IFRS and U.S. GAAP) | |
| 10/29/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Auditing Standards: A Comprehensive Review (Webinar) (25WC-0270)25WC-0270 | *Efficient audit planning, documentation and research *Risk assessment procedures relate control risk to substantive testing and reduce the risk of lawsuits *Fraud requirements *Testing management's estimates *Auditing standards | |
| 8/13/2025 | 10 a.m. - 5:30 p.m. | Online | 16 CPE (16 tech, 0 non-tech) | |
| Advanced Staff Tax Training: Individual (Webinar) (25WC-0279)25WC-0279 | *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 | |
| 8/19/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Advanced Staff Tax Training: Individual (Webinar) (25WC-0280)25WC-0280 | *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 | |
| 8/19/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Closely Held Business Owner Financial Planning Opportunities (Webinar) (25WC-0242)25WC-0242 | *Insurance planning *Investment planning *Business succession planning *Income tax planning *Practice management and marketing *Retirement planning *Executive compensation *Estate planning | |
| 7/31/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Firm Ethics: A Practical Approach (Webinar) (25WC-0324)25WC-0324 | *AICPA Code of Professional Conduct *Ethics requirements for CPA firms | |
| 8/28/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Tax Basis Financial Statements (Webinar) (25WC-0428)25WC-0428 | *Tax basis financial statements presentation and disclosure  *Reporting on tax-basis financial statements | |
| 10/23/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Tax Aspects of Stock Investing (Webinar) (25WC-0220)25WC-0220 | *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 | |
| 8/7/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Real Estate Taxation Full Circle (Webinar) (25WC-0424)25WC-0424 | *Personal residence and vacation home advantages and traps *Depreciation, credits, passive losses, qualified business income (QBI) *Installment sales *Involuntary conversions *Like-kind exchanges *Real estate investment trusts (REITs) | |
| 10/22/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 101 Tax Planning Ideas (Webinar) (25WC-0275)25WC-0275 | *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 | |
| 8/19/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's Budgeting and Forecasting Tools and Techniques (Webinar) (25WC-0476)25WC-0476 | *Budget-centric features in Excel
*Capital budgeting techniques
*Working with Solver and Scenario Manager in budgeting and forecasting environments
*Collaboration issues, version control, and audit history | |
| 11/10/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| Lease Implementation for Private Entities (Webinar) (25WC-0335)25WC-0335 | *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 | |
| 9/9/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Comprehensive Pass-Through Owners' Basis and Distribution Rules (Webinar) (25WC-0238)25WC-0238 | *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 | |
| 7/30/2025 | 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) (25WC-0229)25WC-0229 | *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 | |
| 7/28/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Social Security Basics and Strategies for Maximizing Benefits (Webinar) (25WC-0262)25WC-0262 | *Social Security planning, benefit calculation, and beneficiaries *Recent changes to "file and suspend" and "restricted application" strategies *Increasing benefits for self-employed individuals *Planning for surviving spouses *Integrating retirement plan distribution strategies with Social Security claiming strategies *Coordinating drawing Social Security benefits with the start of Medicare benefits, including a discussion of IRMAA | |
| 8/13/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Form 706 Preparation Part 1: Overview Including Portability (Webinar) (25WC-0258)25WC-0258 | *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 | |
| 8/12/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Generation-Skipping Transfer Tax and Dynasty Trusts (Webinar) (25WC-0232)25WC-0232 | *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 | |
| 7/29/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| What Every CPA Should Know About Fraud (Webinar) (25WC-0217)25WC-0217 | *How is fraud detected? *The role of external auditors in finding fraud *Revenue recognition issues *Corrupt management *Data mining *Physical and biometric controls | |
| 7/22/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Auditing Standards: A Comprehensive Review (Webinar) (25WC-0412)25WC-0412 | *Efficient audit planning, documentation and research *Risk assessment procedures relate control risk to substantive testing and reduce the risk of lawsuits *Fraud requirements *Testing management's estimates *Auditing standards | |
| 10/15/2025 | 10 a.m. - 5:30 p.m. | Online | 16 CPE (16 tech, 0 non-tech) | |
| 25-26 FASB and AICPA Update (ASU, SAS, Ethics) (Webinar) (25WC-0289)25WC-0289 | *FASB ASU with effective dates of 2024 and later  *SAS 149 *Recent ethics interpretations | |
| 8/21/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Lease Implementation for Private Entities (Webinar) (25WC-0283)25WC-0283 | *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 | |
| 8/20/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| What Every CPA Should Know About Fraud (Webinar) (25WC-0439)25WC-0439 | *How is fraud detected? *The role of external auditors in finding fraud *Revenue recognition issues *Corrupt management *Data mining *Physical and biometric controls | |
| 10/28/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| PFP Update: Income Tax, Retirement and Estate Planning (Webinar) (25WC-0298)25WC-0298 | *The personal financial planning process *Relevance to income tax *Retirement and estate planning concerns and solutions | |
| 8/22/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Fiduciary Taxation Part 2: Fiduciary Accounting and Simple Trusts (Webinar) (25WC-0373)25WC-0373 | *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 | |
| 9/23/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accounting and Tax Ethics: Standards, Issues and Case Studies (Webinar) (25WC-0416)25WC-0416 | *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 | |
| 10/20/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| August 2025 AI Update: ChatGPT, Prompt Query and what's Coming (Webinar) (25WC-0327)25WC-0327 | *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 | |
| 8/29/2025 | 12 - 1:30 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) (25WA-4460)25WA-4460 | *Forensic Accounting*Accounting*Auditing*Finance | |
| 7/25/2025 | 10 - 11:15 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| K2's Paperless Office (Webinar) (25WA-4572)25WA-4572 | *The importance of "going paperless"*Key technologies that facilitate a paperless office*Advantages of going paperless*Examples of leading document management systems and processes | |
| 7/29/2025 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Federal Tax Update: Individual and Business Current Developments (Webinar) (25WA-4318)25WA-4318 | *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 | |
| 7/22/2025 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| SAS 145: Modern Risk-Based Auditing (Webinar) (25WA-4531)25WA-4531 | *Introducing SAS 145*Revisiting audit risk*Risk assessment in the SAS 145 Era*Analyzing SAS 145*Documentation requirements | |
| 7/28/2025 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Understanding the Tax Implications of Retirement Plan Distributions (Webinar) (25WA-4328)25WA-4328 | *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 | |
| 7/22/2025 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Ethics: Keeping the Good from Breaking Bad (Webinar) (25WA-4194)25WA-4194 | *Ethical business behavior*Ethical business decisions | |
| 7/18/2025 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Passive Activities and Rental Real Estate Income Tax Issues (Webinar) (25WA-4283)25WA-4283 | *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 | |
| 7/21/2025 | 8 a.m. - 3:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| What Is Your Brand Reputation? (Webinar) (25WA-4197)25WA-4197 | *Presence | |
| 7/18/2025 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Fiduciary Accounting and Tax Planning for Estates and Trusts (Webinar) (25WA-4503)25WA-4503 | *Fundamentals of fiduciary accounting*Uniform Principal and Income Act*Discretionary Power to Adjust*Allocations between principal and income*Trust accounting*3.8% Net Investment Income*Form 1041 - Schedule I*Section 645 Election*Simple or complex trusts | |
| 7/26/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Embracing Neurodiversity in the Workplace (Webinar) (25WA-4346)25WA-4346 | *Neurodiversity | |
| 7/23/2025 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| How to Get a Better Return on Yellow Book and Single Audits: Avoiding the Most Misapplied Audit Concepts (Webinar) (25WA-4427)25WA-4427 | *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 | |
| 7/24/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Excel Tips and Tricks for the Non-Accountant (Webinar) (25WA-4500)25WA-4500 | *Understanding the workbook and worksheet environment*Obtaining and utilizing data*Editing and formatting*The "Insert" Menu*The "Page Layout" Menu*The "View" Menu*Selecting and using formulas*Shortcuts and tricks | |
| 7/26/2025 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Estate Planning for Today and Beyond (Webinar) (25WA-4325)25WA-4325 | *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 | |
| 7/22/2025 | 11 a.m. - 6:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Just Ask Why: Searching for Answers, Generating Solutions (Webinar) (25WA-4355)25WA-4355 | *The basic benefits of why*The 5-15 report *Curiosity and creativity | |
| 7/23/2025 | 9 a.m. - 12:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Financial Statement Presentation and Disclosure (Webinar) (25WA-4213)25WA-4213 | *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 | |
| 7/18/2025 | 1 - 4:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Advanced Cost Accounting: Eliminate Calculation Distortions (Webinar) (25WA-4320)25WA-4320 | *Cost Accounting | |
| 7/22/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Aligning Analytics to COSO's Fraud Risk Management Principles (Webinar) (25WA-4149)25WA-4149 | *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 | |
| 7/17/2025 | 6 - 7:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Accounting Update in a Post COVID-19 World (Webinar) (25WA-4223)25WA-4223 | *Risk assessment*Government assistance*Pandemic-related accounting pronouncements*Learning to be an auditor in a pandemic environment*Financial statement disclosures*Exploring liquidity options | |
| 7/18/2025 | 4 - 5:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Planning for Small Business Success (Webinar) (25WA-4297)25WA-4297 | *The integrated planning model *The strategic plan *Linkage with Performance Based Management *Tracking success *Real world examples | |
| 7/22/2025 | 2 - 5:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| K2's Excel Best Practices and Features (Webinar) (25WA-4452)25WA-4452 | *What to look for in Excel 2024*How to take advantage of new functions and features in Excel*Integrating Excel data with other applications*Improving Excel security | |
| 7/25/2025 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Navigating Leaves of Absence (Webinar) (25WA-4455)25WA-4455 | *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 | |
| 7/25/2025 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Accounting & Auditing Update (Webinar) (25WA-4335)25WA-4335 | *Accounting Standards Updates*Auditing & Accounting*Yellowbook | |
| 7/22/2025 | 9 a.m. - 12 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Partnership Preparation, Basis Calculations and Distributions: Form 1065 Schedule K and K-1 Analysis (Webinar) (25WA-4282)25WA-4282 | *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) | |
| 7/21/2025 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Overcome Your Obstacles to Abundance (Webinar) (25WA-4306)25WA-4306 | *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 | |
| 7/22/2025 | 3 - 6:35 p.m. | Online | 4 CPE (1 tech, 3 non-tech) | |
| Cryptocurrencies for the CFO: Explaining Blockchain (Webinar) (25WA-4444)25WA-4444 | *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 | |
| 7/25/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Annual Update for Not-for-Profit Accountants & Auditors (Webinar) (25WA-4426)25WA-4426 | *Not for Profit*Auditing & Accounting*Yellowbook | |
| 7/24/2025 | 9 a.m. - 3 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| Internal Control Best Practices (Webinar) (25WA-4494)25WA-4494 | *Auditing*Yellowbook | |
| 7/26/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Global IIA Standards Fundamentals and Domain I and II: Part 1 (Webinar) (25WA-4319)25WA-4319 | *Accounting*Internal Audit*Internal Control*GIAS Standards*Internal Audit Standards | |
| 7/22/2025 | 6 - 8:05 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| Resolve Ethical Conflicts: Do the Right Thing and Keep Your Job (Webinar) (25WA-4468)25WA-4468 | *Ethics*Resolving Conflict | |
| 7/25/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Basis Calculations and Distributions for Pass-Thru Entity Owners Schedule K-1 Analysis (Webinar) (25WA-4517)25WA-4517 | *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 | |
| 7/28/2025 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Forensic Data Analytics Supercourse for Fraud Prevention and Detection (Webinar) (25WA-4200)25WA-4200 | *Forensic data analytics*Fraud prevention and detection*Data validation and methodologies*COSO's Fraud Risk Management Guide principles*Innovations in anti-fraud technology | |
| 7/18/2025 | 12 - 7:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Ethics Hour: Heartfelt Leadership -- How Ethical Leaders Build Trust (Webinar) (25WA-4349)25WA-4349 | *What are the three components of ethical leadership*Ethical prescriptions and ethical proscriptions*How to become a trusted leader | |
| 7/23/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Psychology of Fraud (Webinar) (25WA-4304)25WA-4304 | *Fraud*Fraud Triangle | |
| 7/22/2025 | 10 - 11:20 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| K2's Using OneNote More And Email Less (Webinar) (25WA-4451)25WA-4451 | *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 | |
| 7/25/2025 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 2 (Webinar) (25WA-4486)25WA-4486 | *How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling lifestyle | |
| 7/26/2025 | 11 a.m. - 2:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| K2's Artificial Intelligence for Accounting and Financial Professionals (Webinar) (25WA-4313)25WA-4313 | *Exploring AI applications in accounting and finance*Understanding AI features in everyday tools*Embracing the future: AI's impact on finance and accounting | |
| 7/22/2025 | 3 - 6:40 p.m. | Online | 4.5 CPE (0 tech, 4.5 non-tech) | |
| Mid-Year Tax Update: Planning for Businesses (Webinar) (25WA-4234)25WA-4234 | *Legislative changes affecting business tax planning*Depreciation, start-up expenses, and profit motive considerations*Employee classification, compensation, and benefits*Business use of home, vehicle, and meals/entertainment deductions*Cryptocurrency taxation and cannabis industry tax concerns*Section 199A deduction and penalties related to business operations | |
| 7/18/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Real Estate Professionals: Passive Activity Rules (Webinar) (25WA-4477)25WA-4477 | *Definition, pros and cons of being a real estate professional*Integration of the real estate professional rules with reporting on Form 1040, Schedule E*Real estate professionals and indirectly owned (partnerships, S corporations) entity's reporting on Form 1040*How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rules | |
| 7/25/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Getting SASsy: A Look at Recent Auditing Standards (Webinar) (25WA-4540)25WA-4540 | *Risk assessment (SAS 145)*Quality management standards (SAS 146)*Predecessor auditor inquiries (SAS 147)*Group financial statement audits (SAS 149) | |
| 7/28/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Neurodiversity and Productivity: Include More Minds to Make the Most of Your Time (Webinar) (25WA-4391)25WA-4391 | *Neurodiversity*Productivity*Leadership*Management*Communication*Inclusion*Culture*Empathy | |
| 7/24/2025 | 2:30 - 3:45 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| A Guide to Sampling: Part 2 (Webinar) (25WA-4284)25WA-4284 | *Auditing*Yellowbook | |
| 7/21/2025 | 4 - 5:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Roadmap to Ethical Decision Making (Webinar) (25WA-4542)25WA-4542 | *Provide best practice tips and practical strategies for preserving independence when assisting clients with technical matters*Discuss the principles of professional conduct*Address compliance with professional standards*Use case studies to address circumstances that may create threats to independence | |
| 7/28/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Hiring Remotely: Using Personality Assessments for Better Hiring Decisions (Webinar) (25WA-4539)25WA-4539 | *Remote Hiring Best Practices*Personality Assessments in Hiring*Effective Integration of Personality Assessments*Minimizing Bias and Ensuring Cultural Fit | |
| 7/28/2025 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Microsoft Excel: Moving Beyond the Basics (Webinar) (25WA-4466)25WA-4466 | *Using formulas to manipulate and transform data*Using formulas and reference formulas such as =VLOOKUP*Using pivot tables*Understanding Solver to perform multivariate analysis | |
| 7/25/2025 | 2 - 3:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Employees Today and Tomorrow: Understanding and Improving The Employee Life Cycle (Webinar) (25WA-4153)25WA-4153 | *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 | |
| 7/17/2025 | 6 - 7:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Federal Tax Update: C and S Corporations, Partnerships and LLCs (Forms 1120, 1120S and 1065) (Webinar) (25WA-4371)25WA-4371 | *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 | |
| 7/23/2025 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Key Tax Issues for Individual Taxpayers (Webinar) (25WA-4384)25WA-4384 | *"Tax-mageddon"-- the all-important impending expiration/extension/renewal of the TCJA*Recent legislative, judicial, and IRS developments impacting individual taxpayers*2025 Tax rates and inflation-adjusted figures*Cryptocurrency reporting and new Form 1099-DA*Form 1099-K and previously unreported income*Other recent legislative developments impacting individual taxpayers | |
| 7/23/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The New AICPA Statements on Standards for Tax Services (Webinar) (25WA-4551)25WA-4551 | *Review of the new AICPA Statement on Standards for Tax Services*Reorganization of SSTS by type of work performed*Discuss new standards on data protection, reliance on tools and representation of tax clients before taxing authorities | |
| 7/28/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| ACPEN Signature 2025: Governmental Accounting & Auditing Update (Webinar) (25WA-4372)25WA-4372 | *GASB Pronouncements*Single Audit Issues*Yellow Book Issues*Audit Issues*Federal Funding Challenges | |
| 7/23/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's Better Productivity Through Artificial Intelligence (Webinar) (25WA-4326)25WA-4326 | *Practical opportunities to leverage artificial intelligence and automation in business settings*Potential risks associated with using AI and automation, including inherent ethical issues*Pros and cons associated with tools such as ChatGPT, Bard, Power Automate, and Zapier | |
| 7/22/2025 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Partnership Essentials: Tax Basis Capital Accounts (Webinar) (25WA-4553)25WA-4553 | *Importance of tax basis capital accounts*Reporting negative tax basis*Tax accounting for property contributed to a partnership*Effect of the Ceiling Rule*Allocation of depreciation to partners*Alternative and Remedial Methods*Effect on financial capital accounts*Form 1065, Schedule K-1 | |
| 7/28/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics, Part 3 -- Steganography (Webinar) (25WA-4464)25WA-4464 | *Forensic Accounting*Accounting*Auditing*Finance | |
| 7/25/2025 | 8 - 9:30 a.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
| ProActive Response Group De-Escalation Training (Webinar) (25WA-4515)25WA-4515 | *Definition of De-Escalation*Recognizing Anger*Situational Awareness*LOWLINE Technique*MR EBS Technique*Posturing*Controlling the Environment | |
| 7/28/2025 | 3 - 3:55 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 1 (Webinar) (25WA-4397)25WA-4397 | *Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling | |
| 7/24/2025 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Learning to Teach "Tax" as a Second Language (Webinar) (25WA-4543)25WA-4543 | *Accounting as a foreign language*Commonly misunderstood concepts*Communicating tax matters*Client-practitioner interactions*Interacting with tax authorities | |
| 7/28/2025 | 9 - 10:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Devious Ethics: Avoiding Snakes in Suits (Webinar) (25WA-4560)25WA-4560 | *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 | |
| 7/29/2025 | 8 - 9:55 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| K2's Ethics and Technology (Webinar) (25WA-4294)25WA-4294 | *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 | |
| 7/21/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| The Yellow Book: From Beginning to End (Webinar) (25WA-4263)25WA-4263 | *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 | |
| 7/21/2025 | 8:15 a.m. - 4:15 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's Small Business Internal Controls, Security, and Fraud Prevention and Detection (Webinar) (25WA-4269)25WA-4269 | *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 | |
| 7/21/2025 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Partnership/LLC Taxation: Understanding Tax Basis Capital Accounts (Webinar) (25WA-4416)25WA-4416 | *Discussion of the impact of the Section 199A flow-through entities deduction on partnerships and their partners*The meaning of a "tax basis capital account" - how do the financial accounting and tax capital accounts differ from one another*How to determine a partner's share of the partnership's liabilities*Distinguishing "recourse" loans from "nonrecourse" loans*What are "qualified nonrecourse financing" & loans and how they affect partners*Section 704 "built-in gain or loss" & ules and how they impact Schedule K-1 reporting*Section 465 "at risk" rules and how they impact Schedule K-1 reporting | |
| 7/24/2025 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: The Role of the Controller in ESG (Webinar) (25WA-4217)25WA-4217 | *Accounting*Finance*ESG*Operations | |
| 7/18/2025 | 2 - 3:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Ethical Tax Practice Strategies in a Crisis World (Webinar) (25WA-4329)25WA-4329 | *"Tales from the Front" - practice issues CPAs are dealing with in these extraordinary times*Review of AICPA Code of Professional Conduct*Review of IRS Circular 230*Review of client tax return disclosure rules (Sec. 6103)*Crisis impacts on engagement letters, contingent fees, independence, consulting services, attest and non-attest services, billing, and collections | |
| 7/22/2025 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Independence Requirements for Auditors (Webinar) (25WA-4493)25WA-4493 | *PEEC*Ethics*Yellowbook | |
| 7/26/2025 | 8 - 9:50 a.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) (25WA-4489)25WA-4489 | *Personal Productivity*Optimizing Performance*Reducing Stress*Managing Time*Improving Results*Personal Development*Self Leadership*Self Awareness | |
| 7/26/2025 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Financial Acumen for Today's HR Leader (Webinar) (25WA-4557)25WA-4557 | *Financial Statement Insight*Trend Analysis*Financial Benchmarks | |
| 7/28/2025 | 12 - 1:40 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Internal Control Fundamentals (Webinar) (25WA-4495)25WA-4495 | *COSO*Yellowbook*Auditing | |
| 7/26/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Critical Technical Skills for CFOs and Controllers (Webinar) (25WA-4339)25WA-4339 | *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) | |
| 7/22/2025 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| K2's Technology For CPAs: Don't Get Left Behind (Webinar) (25WA-4401)25WA-4401 | *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 | |
| 7/24/2025 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| K2's Optimizing Your Tech Stack for Efficiency and Cost-Effectiveness (Webinar) (25WA-4212)25WA-4212 | *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 | |
| 7/18/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| S Corporations: How to Calculate Shareholder Basis (Webinar) (25WA-4475)25WA-4475 | *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*Discuss how basis is impacted by distributions of corporation property and sale/or liquidation of the S corporation interest*Explain how S corporation losses impact Form 1040 Schedule E reporting*Show how to get from the Schedule K-1 information to the basis calculations | |
| 7/25/2025 | 12 - 1:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Let's Meet at the Intersection of Fraud and Ethics (Webinar) (25WA-4414)25WA-4414 | *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 | |
| 7/24/2025 | 6 - 9:35 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
| The CFO Series: Artificial Intelligence -- A Practical Guide for Financial Leaders and CFOs (Webinar) (25WA-4437)25WA-4437 | *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 | |
| 7/25/2025 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Before You Let Them Go: A Whole Brain Approach to Helping Team Members with ADHD Thrive in Your Organization (Webinar) (25WA-4488)25WA-4488 | *Creative Thinking*Productivity*Neurodiversity*Inclusion*Employee Retention | |
| 7/26/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| CPAs and Addictions: Finding Hope and Healing (Webinar) (25WA-4324)25WA-4324 | *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 | |
| 7/22/2025 | 4 - 6 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Financial Accounting for Related Party Transactions (Webinar) (25WA-4330)25WA-4330 | *FASB codification provisions for transactions with related parties, including business owners and special purpose entities*Compares and contrasts those rules with the AICPA financial reporting framework for small and medium-sized entities*Reviews the tax accounting related taxpayer standards*Several real-life situations illustrate the various authoritative standards and discuss the consequences of failing to comply with those standards | |
| 7/22/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethics Hour: Ethics is the Engine to Better Leadership -- Taking Action (Webinar) (25WA-4484)25WA-4484 | *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 | |
| 7/26/2025 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Power Skills: Your Guide to Professionalism and Client Interactions (Webinar) (25WA-4498)25WA-4498 | *Communication*Business Management | |
| 7/26/2025 | 4 - 5:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| K2's Advanced Excel (Webinar) (25WA-4472)25WA-4472 | *Collaboration and security techniques*Tables, data models, and PivotTables*Advanced formulas*Data queries*Creating effective visualizations | |
| 7/25/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| Avoiding Peer Review Deficiencies and Professional Liability in Public Accounting (Webinar) (25WA-4386)25WA-4386 | *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 | |
| 7/23/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's Time to Advance Automation: Strategies and Tools for Efficiency (Webinar) (25WA-4317)25WA-4317 | *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 | |
| 7/22/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Federal Tax Update: Individuals (Form 1040) (Webinar) (25WA-4454)25WA-4454 | *Discuss the most recent individual income tax legislation passed to date*Review numerous individual income tax provisions related to business (i.e., sole proprietors and owners in pass through entities) including but not limited to the 20% qualified business income (QBI) deduction, Section 461(l) business loss limitations, Section 163(j) interest deduction limitations and depreciation*Cover issues related and any changes to the various taxes (i.e., income tax rates, capital gain tax rates, self-employment tax and alternative minimum tax (AMT), 3.8% net investment income tax)*Brush up on other topics such as income filing status, personal exemptions, itemized deductions, exclusions from income, adjustments to income, rentals, passive activity rules and individual income tax credits (e.g., child tax credit and dependent care credit)*Walk through the*NEW final required minimum distribution (RMD) regulations*Look at any changes to the Form 1040 and other related schedules and forms | |
| 7/25/2025 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Role of Internal Audit in Operational Audits (Webinar) (25WA-4379)25WA-4379 | *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 | |
| 7/23/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Partnership Property Distributions and the New Form 7217 (Webinar) (25WA-4176)25WA-4176 | *Property distributions in liquidation of a partner's interest*Section 751 and its impact on property distributions from a partnership*Mechanics of completing Form 7217 - new for 2024*The Section 754 election and its role in partnership property distributions | |
| 7/17/2025 | 6 - 7:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| When You Hear Hoofbeats, It May Be a Zebra (Webinar) (25WA-4192)25WA-4192 | *Internal Controls*Fraud Prevention*Fraud Investigation | |
| 7/18/2025 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| State Tax Nexus: Frequently Awkward Questions (Webinar) (25WA-4567)25WA-4567 | *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 | |
| 7/29/2025 | 11:30 a.m. - 1:20 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Motives and Mystery of Ethics: Understanding the Why (Webinar) (25WA-4155)25WA-4155 | *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 | |
| 7/17/2025 | 3 - 4:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Annual Update for Governmental Accountants & Auditors (Webinar) (25WA-4425)25WA-4425 | *Single Audit Updates*Auditing & Accounting*Yellowbook | |
| 7/24/2025 | 1 - 7 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| K2's Microsoft Teams (Webinar) (25WA-4547)25WA-4547 | *Understanding the Teams platform*Communicating and collaborating in Teams*Adding applications and services to Teams*Extending Teams to individuals outside your organization | |
| 7/28/2025 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Stand Out: How to Create a Unique Employer Brand (Webinar) (25WA-4449)25WA-4449 | *Employer Brand*Talent Management*Future of Work*Onboarding New Hires | |
| 7/25/2025 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Small HR Team, Big Impact: Three Employee Engagement Strategies for Lean HR Departments (Webinar) (25WA-4411)25WA-4411 | *HR Leadership*Small HR Teams*HR Department of One*Employee Engagement*Employee Experience*Employee Journey | |
| 7/24/2025 | 4 - 5:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Productivity Hacks for Working Remotely (Webinar) (25WA-4158)25WA-4158 | *Virtual Work*Remote Work*Telecommuting*Flexible Work Options | |
| 7/17/2025 | 6 - 7:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Achieving Balance in Work and Life: Part 1 (Webinar) (25WA-4394)25WA-4394 | *Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling | |
| 7/24/2025 | 9 a.m. - 12:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| K2's Advanced QuickBooks Tips And Techniques (Webinar) (25WA-4265)25WA-4265 | *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 | |
| 7/21/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Governmental Accounting 101 (Webinar) (25WA-4261)25WA-4261 | *Fund Types*Budgetary Accounting*Financial Reporting Requirements*Single Audit Act*Audit Standards and Procedures*Best Practices in Governmental Accounting | |
| 7/21/2025 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Advanced Topics In Power BI (Webinar) (25WA-4430)25WA-4430 | *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 | |
| 7/24/2025 | 4 - 6 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Conflicts of Interest: Dealing With Ethical Dilemmas in Business and Industry (Webinar) (25WA-4232)25WA-4232 | *Do conflicts of interest matter?*Are we aware of common conflicts of interest?*What does the Code of Professional Conduct require?*How to recognize Conflicts of Interest?*Ethical issues regarding competence and gifts and entertainment*Tradeoffs involved in dealing with conflicts of interest*Suggestions on how to avoid conflicts of interest | |
| 7/18/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| K2's Taking Another Look at Power BI (Webinar) (25WA-4345)25WA-4345 | *Getting started with Power BI*Creating effective visualizations in Power BI*Publishing Power BI reports to dashboards*Optimizing dashboards for viewing on mobile devices | |
| 7/22/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The ABCs of Advisory Services (Webinar) (25WA-4220)25WA-4220 | *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 | |
| 7/18/2025 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Optimize Your Staff's Performance (Webinar) (25WA-4358)25WA-4358 | *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 | |
| 7/23/2025 | 10 a.m. - 1:50 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Building Your Own Library of Anti-Fraud and Continuous Monitoring Tests (Webinar) (25WA-4199)25WA-4199 | *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 | |
| 7/18/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| K2's Advanced QuickBooks Tips And Techniques (Webinar) (25WA-4399)25WA-4399 | *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 | |
| 7/24/2025 | 2:30 - 6:10 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Fraud Unmasked: Understanding and Preventing White-Collar Crime (Webinar) (25WA-4482)25WA-4482 | *Fraud Prevention*Accounting*Business Ethics | |
| 7/25/2025 | 8 - 9:40 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Revenue Recognition Topic 606: Identify the Contract, Part 1 (Webinar) (25WA-4160)25WA-4160 | *Revenue Recognition | |
| 7/17/2025 | 6 - 7:15 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Tax Procedure (Webinar) (25WA-4292)25WA-4292 | *Filing a tax return*IRS audit*IRS Appeals*Collections and litigation at courts of original jurisdiction | |
| 7/21/2025 | 8 - 9:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Improving Productivity With Microsoft 365/Office 365 Cloud Applications (Webinar) (25WA-4365)25WA-4365 | *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 | |
| 7/23/2025 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Drive Results With Metrics (Webinar) (25WA-4561)25WA-4561 | *Performance Metrics*Budgets | |
| 7/29/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Financial Statement Analysis (Webinar) (25WA-4219)25WA-4219 | *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 | |
| 7/18/2025 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Dealing With Problem Employees: A 15-Step Action Plan for You and Them (Webinar) (25WA-4178)25WA-4178 | *How turnover is an issue*What are the common causes?*How to develop a customized plan for each unique situation?*How can we do a better job of preventing 'problem' employees?*How to have an effective discussion to end the relationship*A fifteen-step action plan for you to use and for the employee | |
| 7/17/2025 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Sticky Ethical Choices (Webinar) (25WA-4245)25WA-4245 | *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 | |
| 7/19/2025 | 12 - 12:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Inventory Accounting GAAP, Software and Recognizing Variances (Webinar) (25WA-4392)25WA-4392 | *Inventory accounting*GAAP*Methods for dealing with variances | |
| 7/24/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Achieve Competency in Three Basic Tool Categories: Master the Fundamentals (Webinar) (25WA-4236)25WA-4236 | *Tools for FSA*The 3 P's. The QST trifecta*The integrated planning model*Performance based management*The value chain*The balanced scorecard | |
| 7/19/2025 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Getting SASsy: A Look at Recent Auditing Standards (Webinar) (25WA-4173)25WA-4173 | *Risk assessment (SAS 145)*Quality management standards (SAS 146)*Predecessor auditor inquiries (SAS 147)*Group financial statement audits (SAS 149) | |
| 7/17/2025 | 6 - 7 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 2 (Webinar) (25WA-4395)25WA-4395 | *How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling lifestyle | |
| 7/24/2025 | 1:30 - 5:05 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| IFRS SMES vs. IFRS (Webinar) (25WA-4378)25WA-4378 | *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 | |
| 7/23/2025 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Build Better Budgets: Fundamental Techniques (Webinar) (25WA-4541)25WA-4541 | *Advantages of budgeting*The role of budgeting*Master budgeting*Flexible budgeting*Standards and variances*Capital budgeting | |
| 7/28/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Defending Your Workplace Culture: Tackling the Four Biggest Threats to Your Team Engagement and Cohesion (Webinar) (25WA-4410)25WA-4410 | *Workplace Culture*Team Culture*Employee Engagement*Employee Experience*Communication*Leadership | |
| 7/24/2025 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Emotional Intelligence for Professionals: Mastering the Human Side of Success (Webinar) (25WA-4504)25WA-4504 | *Emotions*Relationships*Emotional Intelligence*Communication | |
| 7/26/2025 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| What Does Fraud Look Like? (Webinar) (25WA-4576)25WA-4576 | *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 | |
| 7/29/2025 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Managing Your Money in Retirement (Webinar) (25WA-4393)25WA-4393 | *Social Security*Retirement*Asset allocation*Fraud | |
| 7/24/2025 | 9 a.m. - 12 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| The Controllership Series: Sales, Collections and Customer Credit (Webinar) (25WA-4528)25WA-4528 | *Accounting*Sales*Collections | |
| 7/28/2025 | 4 - 5:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Creating Terrific Equity Compensation Plans: Beware of the Pitfalls (Webinar) (25WA-4446)25WA-4446 | *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 | |
| 7/25/2025 | 12 - 1:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Global Internal Audit Standards Domain III: Part 2 (Webinar) (25WA-4580)25WA-4580 | *Internal Audit*Internal Controls*GIAS*Institute of Internal Auditors*Standards*Accounting | |
| 7/29/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| SAS No. 122, AU 315, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement (Webinar) (25WA-4496)25WA-4496 | *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 | |
| 7/26/2025 | 9 a.m. - 12:30 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Emerging Innovations in Forensic Data Analytics, Crypto Currencies, and AI and ChatGPT (Webinar) (25WA-4150)25WA-4150 | *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 | |
| 7/17/2025 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Securing Executive Buy-In for Your Initiatives: Communication Techniques to Persuade Decision-Makers (Webinar) (25WA-4412)25WA-4412 | *Persuasion*Executive Buy-In*Communication*Leadership | |
| 7/24/2025 | 5 - 6:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's Excel Tips: Today's Best Features (Webinar) (25WA-4343)25WA-4343 | *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 | |
| 7/22/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Drive Results With Metrics (Webinar) (25WA-4354)25WA-4354 | *Performance Metrics*Budgets | |
| 7/23/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Client Ethical Challenges: The CPA's Guide (Webinar) (25WA-4415)25WA-4415 | *How the CPA can meet the challenges presented by a new client*AICPA Code of Professional Conduct*AICPA Statements on Standards for Tax Services*IRS Circular 230*Case study illustration of how to bring the new client into ethical, proper financial and tax compliance | |
| 7/24/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| The Role of Internal Audit in SOX Compliance (Webinar) (25WA-4331)25WA-4331 | *Designing work plans for compliance testing*Best practices for managing projects for effectiveness and efficiency*Ensuring quality Information Produced/Provider by the Entity (IPE) | |
| 7/22/2025 | 1 - 2:50 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) (25WA-4221)25WA-4221 | *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 | |
| 7/18/2025 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| HR's Role in Business Evolution: Strategy, Finance and Growth (Webinar) (25WA-4190)25WA-4190 | *Corporate Culture*Strategic Planning*Leadership*Staff Development*Use of Generative AI | |
| 7/17/2025 | 1 - 2:40 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Deep Dive Into Common Auditing Deficiencies (Webinar) (25WA-4521)25WA-4521 | *Auditing*Yellowbook*GAAS | |
| 7/28/2025 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Ethics Hour: Ethics is the Engine to Better Leadership -- Taking Action (Webinar) (25WA-4350)25WA-4350 | *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 | |
| 7/23/2025 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| It Takes a Village: How Aligning With Others Can Boost Your Firm Revenue (Webinar) (25WA-4211)25WA-4211 | *How strategic partnerships benefit both the firm owner as well as their clients*Tips to Extend professional networks and seek out partnerships*Importance of regularly accessing partnerships and agreements to ensure maximum benefits for all | |
| 7/18/2025 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Performance Management: Hiring to Retiring (Webinar) (25WA-4208)25WA-4208 | *Employee Engagement*Recruiting/Staffing*Talent Management*Employee Relations | |
| 7/18/2025 | 10 - 11:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Promote Internal Whistleblowing and Succeed in Creating a Strong Speak Up Culture (Webinar) (25WA-4204)25WA-4204 | *Speak up culture*Encouraging internal whistleblowing*Ethical culture*Internal complaint reporting processes | |
| 7/18/2025 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Preparation of Forms 706 and 709: Understanding the Law (Webinar) (25WA-4255)25WA-4255 | *Legal framework of estate and gift taxation*IRS regulations and compliance requirements*Portability, lifetime exemption, and tax minimization strategies*Case law and IRS rulings affecting estate and gift tax planning*Postmortem estate planning considerations*Common legal pitfalls and how to avoid them*Legislative updates and policy changes from the new administration | |
| 7/19/2025 | 8 - 11 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Assessing the Real Ethics of an Organization (Webinar) (25WA-4247)25WA-4247 | *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? | |
| 7/19/2025 | 4 - 4:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Tax Depreciation: How to Optimize Deductions (Webinar) (25WA-4473)25WA-4473 | *Recent tax legislation and developments related to depreciation and capitalization*Eligible property for Section 179 and Section 168(k)*Section 179 deduction and its use to depreciate real property*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 | |
| 7/25/2025 | 8 - 9:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: The Controller's Role in Pro Forma Financial Statements (Webinar) (25WA-4218)25WA-4218 | *Accounting*Finance | |
| 7/18/2025 | 4 - 5:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| K2's Paperless Office (Webinar) (25WA-4242)25WA-4242 | *The importance of "going paperless"*Key technologies that facilitate a paperless office*Advantages of going paperless*Examples of leading document management systems and processes | |
| 7/19/2025 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Tax Power Ethics for Tax Professionals (Webinar) (25WA-4510)25WA-4510 | *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 | |
| 7/28/2025 | 11:30 a.m. - 1:20 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Global Internal Audit Standards Domain III: Part 1 (Webinar) (25WA-4579)25WA-4579 | *Internal Audit*GIAS*IPPF*Standards*Accounting*Internal Controls | |
| 7/29/2025 | 10 a.m. - 12:15 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
| K2's The ABCs of Automation With Microsoft's Power Platform (Webinar) (25WA-4370)25WA-4370 | *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 | |
| 7/23/2025 | 8 - 9:45 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Global Internal Audit Standards Domain IV: Part 2 (Webinar) (25WA-4582)25WA-4582 | *Internal audit*Standards*GIAS*Accounting*Auditing | |
| 7/29/2025 | 4 - 5:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Complete Guide to the Preparation of Form 1041 (Webinar) (25WA-4389)25WA-4389 | *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 | |
| 7/23/2025 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Interviewing, Onboarding and Training 101 (Webinar) (25WA-4538)25WA-4538 | *Best practices on interviewing*Best practices for onboarding*Best practices with training | |
| 7/28/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| PowerPoint: Tips and Tricks for Today's Accountant (Webinar) (25WA-4465)25WA-4465 | *Exploration of tabs within PowerPoint's ribbon*Initial creation of a slide deck*Using slide masters*Utilization of external content*SmartArt*Alignments and layouts*Tips and tricks for efficiency*Best practices for effective presentation delivery*Other creative uses for PowerPoint | |
| 7/25/2025 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| When Leadership Fails (Webinar) (25WA-4575)25WA-4575 | *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 | |
| 7/29/2025 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Topic 842: FASB's Lease Accounting Standard Update (Webinar) (25WA-4228)25WA-4228 | *What is a lease?*Recognition and measurement of lease assets and liabilities*Impact on lessors and lessees*Disclosures and transition rules*Effective dates | |
| 7/18/2025 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethics Hour: Deceit and the Whys Behind the Lies -- Understanding Ethics (Webinar) (25WA-4512)25WA-4512 | *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 | |
| 7/28/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Ethics of Artificial Intelligence: The Interaction of AI and Ethics (Webinar) (25WA-4448)25WA-4448 | *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! | |
| 7/25/2025 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| K2's Next Generation Excel Reporting (Webinar) (25WA-4402)25WA-4402 | *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 | |
| 7/24/2025 | 8 a.m. - 3:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's AI: Security and Privacy Issues (Webinar) (25WA-4332)25WA-4332 | *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 | |
| 7/22/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Revenue Recognition: Recognize Revenue (Webinar) (25WA-4274)25WA-4274 | *Revenue Recognition*Accounting | |
| 7/21/2025 | 8 - 9:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Proper Financial Accounting for Partnerships and LLCs (Webinar) (25WA-4230)25WA-4230 | *Importance of Partnership capital accounts*Book vs tax capital accounts*Partnership capital contributions*Section 704(b) capital rules and OCBOA*GAAP balance sheet impact of capital contributions*Bonus and Goodwill methods*Ceiling Rule and Remedial allocations*GAAP partner capital accounts | |
| 7/18/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Excelling at Excel: The Magic of Power Query (Webinar) (25WA-4438)25WA-4438 | *Intro to Power Query & how to get started*Examples of data clean up using Power Query*Combining workbooks and files with Power Query | |
| 7/25/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Business Intelligence and Business Analytics (Webinar) (25WA-4555)25WA-4555 | *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 | |
| 7/28/2025 | 9 - 10:55 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Walkin', Talkin', Lookin' and Listenin': Or Things Most of Us Don't Do Well (Webinar) (25WA-4458)25WA-4458 | *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 | |
| 7/25/2025 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Year-End Tax Planning: Thinking Outside the Box (Webinar) (25WA-4229)25WA-4229 | *Discuss the most recent tax legislation, rulings and developments*Section 163(j) interest expense deduction*New 21% corporate tax rate*Medicare tax on high income wages and SE income*Tax provision and extensions*Timing income and deductions*Alternative minimum tax (AMT) issues | |
| 7/18/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Anti-Bullying and Sensitivity (Webinar) (25WA-4387)25WA-4387 | *Taking credit for someone else's work*Repeatedly belittling a co-worker*Withholding essential information*Failing to invite someone to an essential meeting*Ignoring a coworker with the intent to harm or control*Engaging in ongoing passive-aggressive behavior in which words and actions appear harmless but have the intent to harm or control*Constant and unfair criticism*Social bantering and teasing*Yelling, shouting and screaming*Insults and behind-the-back put-downs*Hostile glares and other intimidating gestures*Malicious gossiping*Monopolizing supplies and other resources*Aggressive e-mails or notes*Overt threats and aggression or violence*Am I the bully? | |
| 7/23/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Radar Phenomenon (Webinar) (25WA-4191)25WA-4191 | *Internal Controls*Fraud Prevention*Fraud Investigation | |
| 7/18/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| K2's Excel Charting and Visualizations (Webinar) (25WA-4309)25WA-4309 | *Understanding the best types of visualizations to use in specific situations*Creating compelling visualizations using Excel*Adding interactivity to your Excel-based visualizations | |
| 7/22/2025 | 9:30 a.m. - 1:10 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Ask Me No Questions and I Will Tell You No Lies: The Art of Interviewing and Interrogation (Webinar) (25WA-4456)25WA-4456 | *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 | |
| 7/25/2025 | 11 a.m. - 1:55 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Introduction to Sustainability Accounting (Webinar) (25WA-4481)25WA-4481 | *History of Sustainability Accounting*Sustainability Metrics for Industry*Published Sustainability Standards | |
| 7/25/2025 | 12 - 1:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| K2's Advanced Collaboration Solutions (Webinar) (25WA-4406)25WA-4406 | *Enhanced Portals for Collaboration: Including PBC and 1040 workpaper integration*Modern Payment Solutions: Understanding and integrating various payment options into your portal*Effective Use of eSignatures: Streamlining processes and ensuring compliance*Feature Checklist for Collaboration Tools: What to look for in the latest technology | |
| 7/24/2025 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Partnership and LLC (Form 1065): Formation to Liquidation (Webinar) (25WA-4281)25WA-4281 | *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 | |
| 7/21/2025 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's Harnessing ChatGPT: Unlocking Professional Efficiency (Webinar) (25WA-4492)25WA-4492 | *Leveraging prompt engineering in ChatGPT for various accounting tasks*Exploring the applications and limitations of ChatGPT in accounting*Empowering efficiency for everyday accounting tasks | |
| 7/26/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| K2's Top PDF Features You Should Know (Webinar) (25WA-4366)25WA-4366 | *Best practices for creating, editing, and managing PDFs*The process for creating and distributing PDF forms*Integrating PDFs with other applications*Securing your PDFs | |
| 7/23/2025 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Power of a Good Story! (Webinar) (25WA-4356)25WA-4356 | *The 3 elements of storytelling *3 real world examples*10 thoughts for the road | |
| 7/23/2025 | 1:30 - 5:05 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Was It Fraud or Just Poor Audit Quality? (Webinar) (25WA-4359)25WA-4359 | *Financial statement manipulation*Ethics enforcement process*Auditor conflicts of interest | |
| 7/23/2025 | 9 - 10:30 a.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
| Avoiding Legal Liability and Peer Review Deficiencies in Nonaudit Services, Including Bookkeeping and Preparing Financial Statements (Webinar) (25WA-4337)25WA-4337 | *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 | |
| 7/22/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's Excel Best Practices (Webinar) (25WA-4511)25WA-4511 | *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 | |
| 7/28/2025 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Schedule C of Form 1040 (Webinar) (25WA-4535)25WA-4535 | *When Schedule C applies*Cash v. Accrual method*Typical business deductions*Business vehicle expenses*Section 179 and bonus depreciation | |
| 7/28/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethical Leadership: Power, Influence, Integrity and Trust (Webinar) (25WA-4152)25WA-4152 | *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 | |
| 7/17/2025 | 6 - 8 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Real Estate Tax Update (Webinar) (25WA-4502)25WA-4502 | *Recent tax legislation, rules and developments impacting real estate owners and investors*Section 179 for qualified real property*Section 179 for non-residential roofs, HVAC fire protection and security systems*Section 163(j) interest expense limitation, including electing out and ADS depreciation*Introduction to opportunity zones | |
| 7/26/2025 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| ProActive Response: Active Shooter Training -- Recognize. Respond. Survive. (Webinar) (25WA-4514)25WA-4514 | *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 | |
| 7/28/2025 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Awful Ethical Dilemmas: Bringing it to Life (Webinar) (25WA-4278)25WA-4278 | *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 | |
| 7/21/2025 | 4 - 5:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Inventory Accounting GAAP, Software and Recognizing Variances (Webinar) (25WA-4562)25WA-4562 | *Inventory accounting*GAAP*Methods for dealing with variances | |
| 7/29/2025 | 5 - 7 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| IFRS vs. US GAAP: Major Accounting Differences (Webinar) (25WA-4423)25WA-4423 | *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 | |
| 7/24/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Achieve Competency in Three Basic Tool Categories: Master the Fundamentals (Webinar) (25WA-4295)25WA-4295 | *Tools for FSA*The 3 P's. The QST trifecta*The integrated planning model*Performance based management*The value chain*The balanced scorecard | |
| 7/22/2025 | 1:30 - 5:05 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics, Part 2 -- Cryptology (Webinar) (25WA-4461)25WA-4461 | *Forensic Accounting*Accounting*Finance*Auditing | |
| 7/25/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Auditing for Fraud (Webinar) (25WA-4578)25WA-4578 | *Auditing*Fraud | |
| 7/29/2025 | 9 - 11:15 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
|
