| Streamlined Excel Reporting Series Session 4: External Data and PivotCharts (Webinar) (25WI-0054)25WI-0054 | *Creating PivotCharts*Pulling data from other sources | Lenning Jeff |
| 5/22/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Streamlined Excel Reporting Series Session 3: PivotTable Wrap-Up and Web Data (Webinar) (25WI-0053)25WI-0053 | *Displaying, sorting and filtering PivotTables | Lenning Jeff |
| 5/21/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Yellow Book: Application of GAGAS Principles (Webinar) (25WI-0055)25WI-0055 | *Foundation and principles for the use and application of generally accepted government auditing standards (GAGAS)*General requirements for complying with the Yellow Book*Ethics, independence, and professional judgment*Competence and continuing professional education*Quality control and peer review | |
| 6/12/2025 | 10:30 a.m. - 4 p.m. | Online | 5.5 CPE (5.5 tech, 0 non-tech) | |
| Getting on Top of it All: How to Work Smarter, Not Harder - Part 1 (Webinar) (25WA-1507)25WA-1507 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all | Robinson Jonathan |
| 5/28/2025 | 8 - 11:45 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners (Webinar) (25WA-2034)25WA-2034 | *Communication*Leadership*Character*Behavior | |
| 6/19/2025 | 6 - 7:50 p.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
| What Does Fraud Look Like? (Webinar) (25WA-2243)25WA-2243 | *Why auditors fail to detect fraud*Usual vs an unusual transaction*Why fraud and stupid often look exactly the same*The importance of establishing the Perception of Detection*The number one reason fraud occurs*Looking for things that should be there*Looking for things that should not be there | Dycus Dennis F |
| 6/27/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The SECURE Act 2.0 - Planning Opportunities for Employers (Webinar) (25WA-1390)25WA-1390 | *Implications for employers*Starter Section 401(k) plans for small employers*Requiring automatic 401(k) enrollment*Improving worker access to emergency savings*Increasing part-time workers' access to retirement accounts*Statute of Limitations on excise taxes imposed on overcontributions to retirement plans*Multiple employer Section 403(b) plans*Automatic portability provisions*Other changes in the administration of company retirement plans | McLeod Allison M. |
| 5/21/2025 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Preparation of Form 706 and 709: Understanding the Law (Webinar) (25WA-2022)25WA-2022 | *Estate and Gift Taxation Fundamentals*Valuation of Estate Assets*Components of the Gross Estate*Deductions in Estate Taxation*Charitable and Marital Deductions*Tax Credits and Their Application | Werner Arthur J |
| 6/18/2025 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 1 (Webinar) (25WA-1415)25WA-1415 | *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 | Robinson Jonathan |
| 5/23/2025 | 12 - 3:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Fringe Benefit Planning: Today and Beyond (Webinar) (25WA-1683)25WA-1683 | *Fringe Benefit Planning Fundamentals*Strategies Tailored for Business Owners and Employees*Navigating IRC §132 Fringe Benefit Option*Cafeteria Plans Demystified*Tax Management in Compensation Planning*Understanding the Implications of Dependent Care and Educational Assistance Plans*Implementing Flexible Spending Account Plans Effectively*Design Features and Regulations of Group Term Life Insurance Plans*Medical Savings Accounts Regulations*Financing Options for Retiree Medical Benefits*Health Care Benefits: Insured Plan vs. HMO Comparison*ERISA Reporting and Disclosure Requirements*IRC Common Control RulesOverview of Age and Sex Discrimination Rules | Werner Arthur J |
| 6/5/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Audit Risk Assessment in Plain English (Webinar) (25WA-1357)25WA-1357 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment*Â | Pembrook Chris Crawford Frank W |
| 5/21/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics for CPAs: The Practical and the Possible (Webinar) (25WA-2018)25WA-2018 | *The AICPA Code of Professional Conduct and its interpretations*New developments in regulation at the national and state level*Best practices, case studies, and disciplinary actions | |
| 6/18/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| The Controller Function: Elevating the Role (Webinar) (25WA-1674)25WA-1674 | *Accounting*Finance*Auditing*Business Development | Fountain Lynn |
| 6/5/2025 | 6 - 7:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Promoting Mental Health in the Workplace to Prevent Violence (Webinar) (25WA-1706)25WA-1706 | *Mental Health Awareness | Ayers Chad Sexton Andy |
| 6/6/2025 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| HR Guide to Evolving Business Strategy, Finance and Development (Webinar) (25WA-2061)25WA-2061 | *Corporate culture*Strategic planning*Leadership*Staff development | Lindell James T |
| 6/20/2025 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Comprehensive Estate Planning: Administration and Postmortem Strategies (Webinar) (25WA-1652)25WA-1652 | *Introduction to Estate Administration*How to Read a last will and testament*Understanding the Entities*Administration the Estate and Orderly Process*The Probate process and the courts*Special Issues in Estate Administration*Postmortem Issues Regarding Income Taxation of Descendants and Estates*Post Mortem Opportunities on the Estate Income Tax Return*Available Post Mortem Estate Tax Elections*Portability Election*Disclaimers | Werner Arthur J |
| 6/4/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Accommodation Requests, Substance Abuse and Contagious Infections (Webinar) (25WA-1670)25WA-1670 | *Accommodation requests - religious practices*Accommodation requests - disabilities*Substance Abuse - constructive confrontation*Substance Abuse - duty to accommodate as a disability*Disclosures of potentially contagious infections | Mirarchi Michael |
| 6/5/2025 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Fringe Benefit Planning: Today and Beyond (Webinar) (25WA-2082)25WA-2082 | *Fringe Benefit Planning Fundamentals*Strategies Tailored for Business Owners and Employees*Navigating IRC §132 Fringe Benefit Option*Cafeteria Plans Demystified*Tax Management in Compensation Planning*Understanding the Implications of Dependent Care and Educational Assistance Plans*Implementing Flexible Spending Account Plans Effectively*Design Features and Regulations of Group Term Life Insurance Plans*Medical Savings Accounts Regulations*Financing Options for Retiree Medical Benefits*Health Care Benefits: Insured Plan vs. HMO Comparison*ERISA Reporting and Disclosure Requirements*IRC Common Control RulesOverview of Age and Sex Discrimination Rules | Werner Arthur J |
| 6/20/2025 | 10 a.m. - 6 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Controllership Series: Financial Statement Preparation (Webinar) (25WA-1440)25WA-1440 | *Accounting*Finance*Financial Statement Preparation | Fountain Lynn |
| 5/24/2025 | 9 - 11:25 a.m. | Online | 2.6 CPE (2.6 tech, 0 non-tech) | |
| Building Flexible Budgeting Models: Walking Through and Crunching The Numbers (Webinar) (25WA-1880)25WA-1880 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 6/13/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Everyday Ethics: Ethics is Everywhere, All the Time! featuring Richard A. Karwic and Don Minges (Webinar) (25WA-2148)25WA-2148 | *Be careful of;*Whom you trust, and*What you easily dismiss*Beware of our internal biases*What are your biases?*The need to consider situations from multiple perspectives | Minges Don Karwic Richard A |
| 6/24/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Organizational Effectiveness and Communication (Webinar) (25WA-1914)25WA-1914 | *Communication | |
| 6/14/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Indirect Rate Recovery for Non-Profits and Pass-Through Entities (Webinar) (25WA-1921)25WA-1921 | *Indirect rates*Sub-recipient relationship with PTEs*PPP loan forgiveness credit*The District of Columbia and MD laws on settlement of indirect rates with PTEs*10% de mnimis rate vs. indirect rate negotiation | Calabrese Paul H. |
| 6/14/2025 | 9 - 10:10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| ProActive Response: Active Shooter Training - Recognize. Respond. Survive. (Webinar) (25WA-2156)25WA-2156 | *Early Warning Signs *Concerning Behavior Changes*Getting out*Barricading your area*Fighting for survival*Disarming the assailant*Tourniquets (commercial and improvised)*Pressure Dressings*Chest Seals | Sexton Andy Ayers Chad |
| 6/24/2025 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| How Prevalent Is Retaliation Within Your Culture? (Webinar) (25WA-1656)25WA-1656 | *Retaliation protections*Speak up culture*Ethical culture | |
| 6/4/2025 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Prioritizing Mental Health in the Post-COVID Workplace (Webinar) (25WA-1523)25WA-1523 | *Introduction to common mental health issues in the workplace*Identifying and managing mental health issues in the workplace*Helping employees with mental health issues perform their jobs more effectively*Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self-care | |
| 5/29/2025 | 6 - 7:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Maintaining a Harmonious Working Environment (Webinar) (25WA-2186)25WA-2186 | *Disassociating yourself and your employer from discriminatory comments.*Scripts for addressing potential and actual sexual harassment situations.*Consensual relationships between leaders and their subordinates.*Effective violence prevention measures*Survival tactics in active violence situations. | Mirarchi Michael |
| 6/25/2025 | 9 - 10:20 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Why Auditors Fail To Detect Fraud (Webinar) (25WA-2241)25WA-2241 | *Reasons auditors fail to detect fraud*Willful Ignorance*SAS No. 82*Additional documentation*How and who to talk to*Determining the Tone At the Top*How to Determining Intent*If you expect it, you will see it | Dycus Dennis F |
| 6/27/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Data, Predictive Analytics and Business Intelligence for Controllers/CFOs (Webinar) (25WA-2323)25WA-2323 | *DA and BI relationship to accountant value.*Current trends in BI and DA, including the emergence of AI tools like ChatGPT.*The changing accountant roles: data analyst, data scientist, and data storyteller, with an emphasis on how ChatGPT can be utilized in these capacities.*Obtaining datasets to compare and contrast with their organization's data, and how ChatGPT can assist in analyzing and interpreting this data.*BI tools and the inclusion of AI technologies such as ChatGPT to streamline processes and improve analytical capabilities. | Lindell James T |
| 6/30/2025 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (1.5 tech, 2.5 non-tech) | |
| White-Collar Crime: What Every CPA Should Know (Webinar) (25WA-1567)25WA-1567 | *Definitions of white-collar crime*White-collar crime characteristics and statistics*The CPA's role in combating white-collar crime | Cotton David L |
| 6/2/2025 | 11 a.m. - 12:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2'S 2023 Top Ten Outlook Tips (Webinar) (25WA-1363)25WA-1363 | *Working more efficiently by structuring your screen better, creating shortcut buttons, using Categories, creating Search folders, and using boards*Store emails in better places so you can reference them faster*Stop typing and use templates instead | Clark Connie |
| 5/21/2025 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| I want the TRUTH: Preparing to be an Expert Witness (Webinar) (25WA-1659)25WA-1659 | *Rules of civil and criminal procedure*Applicable standards*Testifying basics*Cross-examination techniques | Cotton David L |
| 6/5/2025 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| A Practical Guide to Trusts (Webinar) (25WA-1987)25WA-1987 | *The role of the trustee and how to avoid problems*How to use trusts to avoid probate*How revocable living trusts are affected by income, gift, and estate taxes*Marital deductions and marital and bypass trusts*How an irrevocable trust can be the center of an estate plan*Advantages of an irrevocable life insurance trust*How to create a dynasty trust*Why a GRIT, GRAT, GRUT, or QPRT can be a good estate planning tool*Trust options to provide security for older clients*Advantages, tax consequences, and limits on charitable contributions and private foundations*Charitable remainder and charitable lead trust issues*How trusts can serve as asset protection devices Business trust issues | Werner Arthur J |
| 6/17/2025 | 10 a.m. - 5:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Business Consulting for CPAs (Webinar) (25WA-2150)25WA-2150 | *What is Business Consulting?*Identify the types of Management services your firm could offer.*How to become the trusted advisor -- identification of client's needs?*Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements.*Know what it takes to create a valuable outcome for the client.*Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants.*Learn techniques to become a more effective consultant.*Professional standards application | Lindell James T |
| 6/24/2025 | 3 - 6:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity (Webinar) (25WA-2182)25WA-2182 | *Emotional Intelligence*Management Skills*Teamwork*Customer Relations | |
| 6/25/2025 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Resolving Ethical Conflicts (Webinar) (25WA-1852)25WA-1852 | *Standards and techniques for resolving ethical conflict*How to have a conversation about a tough issue without having it destroy the relationship*What to do when talking fails | Daly John L |
| 6/12/2025 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Drive Results with Metrics (Webinar) (25WA-1855)25WA-1855 | *Performance metrics*Budgets | Daly John L |
| 6/12/2025 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Six Practical Strategies to Promote Diversity and Inclusion in Your Workplace (Webinar) (25WA-1917)25WA-1917 | *Communication*Leadership*Character*Behavior | |
| 6/14/2025 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Walkin', Talkin', Lookin' and Listenin': Or Things Most of Us Don't Do Well (Webinar) (25WA-1423)25WA-1423 | *The importance of making yourself available*How to start a conversation and what to NOT talk about*The art of how to listen*When you don't understand what they just said*Don't fool by equivocations when they respond to a question*Materiality and perception | Dycus Dennis F |
| 5/23/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Why Auditors Fail To Detect Fraud (Webinar) (25WA-1970)25WA-1970 | *Reasons auditors fail to detect fraud*Willful Ignorance*SAS No. 82*Additional documentation*How and who to talk to*Determining the Tone At the Top*How to Determining Intent*If you expect it, you will see it | Dycus Dennis F |
| 6/17/2025 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Communication Miracles at Work and in Life: Part 1 (Webinar) (25WA-1416)25WA-1416 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use | Robinson Jonathan |
| 5/23/2025 | 2 - 5:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Art of Marketing for CPAs (Webinar) (25WA-1510)25WA-1510 | *Why marketing and self promotion are so important today*What keeps people from learning this skill, and how to overcome those obstacles*How to get people (your boss, co-workers or clients) to like working with you*How to sell someone on your services in a single minute*How to attract more clients or the attention of your boss in a way that "wows" them*How to get referrals from your clients or glowing reviews from your boss*The 3 communication skills every business person needs to master, and why*The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career | Robinson Jonathan |
| 5/28/2025 | 12 - 3:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Estate Planning for Today and Beyond (Webinar) (25WA-2117)25WA-2117 | *Analysis of upcoming trends and anticipated shifts in estate planning practices*Review of legislative updates affecting estate planning strategies*Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency*Integration of digital assets and technology into estate planning frameworks*Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional*relationships | Werner Arthur J |
| 6/21/2025 | 8 a.m. - 3:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Inventory, Expense and Payroll Fraud (Webinar) (25WA-1392)25WA-1392 | *Methods of committing inventory, expense and payroll fraud*What to look for when observing inventory*Detection of inventory fraud*How to recognize fictitious expenses*How to recognize altered expenses*Indicators of fake documentation*The three main reason we ask for documentation*Detection and prevention of ghost employees | Dycus Dennis F |
| 5/22/2025 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Walkin', Talkin', Lookin' and Listenin': Or Things Most of Us Don't Do Well (Webinar) (25WA-1704)25WA-1704 | *The importance of making yourself available*How to start a conversation and what to NOT talk about*The art of how to listen*When you don't understand what they just said*Don't fool by equivocations when they respond to a question*Materiality and perception | Dycus Dennis F |
| 6/6/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Why Can't We All Just Get Along? Understanding and Appreciating Our Differences (Webinar) (25WA-2131)25WA-2131 | *Emotional Intelligence*Communication*Teamwork | |
| 6/23/2025 | 2 - 3:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Optimize Your Staff's Performance (Webinar) (25WA-1463)25WA-1463 | *The 4 perspectives of optimization*The Two Circle Analysis. The What*The How. The Leadership 10*The Fatal 13*5 thoughts for a healthy work environment | O'Brien William |
| 5/26/2025 | 12 - 3:50 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Just Ask Why: Searching for Answers - Generating Solutions (Webinar) (25WA-2257)25WA-2257 | *The basic benefits of why                         *The 5-15 report            *Curiosity and creativity   | O'Brien William |
| 6/27/2025 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Tax Power Ethics for Tax Professionals (Webinar) (25WA-2016)25WA-2016 | *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*Â | |
| 6/18/2025 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Managing Your Money in Retirement (Webinar) (25WA-2089)25WA-2089 | *Social Security*Retirement*Asset allocation*Fraud | Daly John L |
| 6/21/2025 | 9 a.m. - 12 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| The Controllership Series: Overhead, Direct and Indirect Costs and Allocation Methods (Webinar) (25WA-1625)25WA-1625 | *Accounting*Finance*Procurement*Operations | Fountain Lynn |
| 6/3/2025 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Contract and Procurement Fraud (Webinar) (25WA-1694)25WA-1694 | *Procurement phases*Fraud schemes*Fraud red flags*Fraud control activities and safeguards | Cotton David L |
| 6/6/2025 | 2 - 3:20 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Achieve Competency in Three Basic Tool Categories: Master the Fundamentals (Webinar) (25WA-1938)25WA-1938 | *Tools for FSA*The 3 P's*The QST trifecta*The integrated planning model*Performance based management*The value chain*The balanced scorecard | O'Brien William |
| 6/14/2025 | 12 - 3:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Governmental Accounting 101 (Webinar) (25WA-2005)25WA-2005 | *Fund Types*Budgetary Accounting*Financial Reporting Requirements*Single Audit Act*Audit Standards and Procedures*Best Practices in Governmental Accounting | Pembrook Chris Crawford Frank W |
| 6/18/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Mastering the Three Pillars of Cybersecurity: Team and Compliance (Webinar) (25WA-1527)25WA-1527 | *Technology*Cybersecurity | Melloy Jon |
| 5/29/2025 | 6 - 7 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Ethics - A Line in the Sand; Implications for Daily Business (Webinar) (25WA-1459)25WA-1459 | *Recognize the underlying drivers of individual ethical behavior*Identify the relationship between ethics and integrity*Highlight ethical trends in businesses throughout the world*Review high profile ethics lapses in recent years | Lindell James T |
| 5/26/2025 | 9 a.m. - 12:50 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | 4.2 Ethics |
| Big Picture Mega-Trends, Big Data, and World We Now Face (Webinar) (25WA-1585)25WA-1585 | *On-going world economic trends*Demographic changes and their impact on the economy*Global technology influences*Post Covid workplace*Big data understanding and where is it going*Â Learn to adapt to changing situations | Mims Robert |
| 6/2/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethics Hour: Deceit and the Whys Behind the Lies - Understanding Ethics (Webinar) (25WA-1724)25WA-1724 | *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 | Minges Don Mims Robert |
| 6/7/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Let's End Business Ethics (Webinar) (25WA-1731)25WA-1731 | *Ethics defined*Are there business ethics?*How to identify ethical issues*Deciphering your ethical code*Why ethical behavior is good for your business*How to make ethical decisions | Levy John F |
| 6/7/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| When Leadership Fails (Webinar) (25WA-1762)25WA-1762 | *Who's responsible*The importance of policies and procedures*The development, implementation and monitoring of internal controls*There is no excuse*Who steals*The Tone At the Top and the Big Monkey Theory | Dycus Dennis F |
| 6/9/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Expand Your Analytical Toolbox More Tools for Success (Webinar) (25WA-1426)25WA-1426 | *5 step valuation process*2 specific valuation approaches*The Gordon Model*10 thoughts on banker selection*Rating your bank*10 hints for keeping your toolbox full | O'Brien William |
| 5/23/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Contract and Procurement Fraud (Webinar) (25WA-2283)25WA-2283 | *Procurement phases*Fraud schemes*Fraud red flags*Fraud control activities and safeguards | Cotton David L |
| 6/28/2025 | 11 a.m. - 12:20 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| IRS Cybersecurity Checklist (Webinar) (25WA-2140)25WA-2140 | *Defining Cybersecurity and Cyber Risks*Implications of Cybercrime*Cyber Attack Trends*Landscape of Cyberattacks*Laws and Regulations*Security Standards and Frameworks*Cybersecurity Roadmap | Werner Arthur J |
| 6/23/2025 | 9:30 - 11:25 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Complete Guide to the Preparation for Form 1041 (Webinar) (25WA-1682)25WA-1682 | *Form 1041 Preparation*Decedent's Estate Issues*Trust-Specific Challenges*Subchapter J Fundamentals*Compliance Strategies*Case Study Analysis | Werner Arthur J |
| 6/5/2025 | 8 a.m. - 3:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Coaching and Counseling: Addressing Misconduct (Webinar) (25WA-1483)25WA-1483 | *Insubordination*Personality and attitude problems.*Generalized disparaging comments*Previously unaddressed conduct.*Misconduct due to mental condition*Corrective action meetings and documentation.*Attendance control. | Mirarchi Michael |
| 5/27/2025 | 9 - 10:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Big Picture Mega-Trends, Big Data, and World We Now Face (Webinar) (25WA-2165)25WA-2165 | *On-going world economic trends*Demographic changes and their impact on the economy*Global technology influences*Post Covid workplace*Big data understanding and where is it going*Â Learn to adapt to changing situations | Mims Robert |
| 6/24/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Getting on Top of it All: How to Work Smarter, Not Harder - Part 1 (Webinar) (25WA-2253)25WA-2253 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all | Robinson Jonathan |
| 6/27/2025 | 8 - 11:45 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Fraud Assessment for Small and Medium Sized Businesses (Webinar) (25WA-1462)25WA-1462 | *The fraud triangle*The fraud savvy model*Symptoms of fraud*Benford's Law*The net worth method*The vulnerability chart*10 steps for action today | O'Brien William |
| 5/26/2025 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Emotional Intelligence (Webinar) (25WA-1712)25WA-1712 | *Emotions*Relationships | |
| 6/6/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Doing Debt Differently: Your Roadmap to Changes and Choices for Success (Webinar) (25WA-2292)25WA-2292 | *Education that is also transformation*Key Learning Objectives*A word collage to clarify your starting point with debt*Practical and emotional aspects of debt *Your current story about debt*3 myths and 3 truths about debt that will help you start over*A new philosophy on Doing Debt Differently*Key concepts that lead to success in becoming debt free*A petition for debt freedom*Facing your debt problem and creating relief*The six ways to find relief -- awareness, letting go, identifying debt patterns, creating your new relationship, the alchemy process, inspired actions*Creating your personal plan for debt freedom*Review and tips for continued success*The secret to success is support*How to build your success team | |
| 6/28/2025 | 10 a.m. - 2:10 p.m. | Online | 4.4 CPE (0 tech, 4.4 non-tech) | |
| The Motives and Mystery of Ethics-Understanding the Why (Webinar) (25WA-2167)25WA-2167 | *Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions | Mims Robert |
| 6/24/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| How to Make Difficult People Disappear...Without Going to Jail (Webinar) (25WA-2163)25WA-2163 | *Team dynamics*Influence*Organizational behavior*Leadership | |
| 6/24/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (25WA-2003)25WA-2003 | *Financial Statement Preparation*Common Mistakes made in Preparing Financial Statements*GASB Financial Statement Preparation Standards | Pembrook Chris Crawford Frank W |
| 6/18/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 2024 Individual Federal Tax Update (Webinar) (25WA-1651)25WA-1651 | *Form 1040: Precise Tax Submissions*Recent Tax Code Changes: Updated Filings*IRC Sections Analysis: Understanding Tax Regulations*Updates in Income Taxation: Compliance Assurance*New Credits and Deductions: Maximizing Benefits*Complex Income Issues: Tailored Strategies*Itemized Deductions: Informed Client Benefits*Health Considerations: Maximizing Financial Benefits*Regulatory Shifts: Implications on Tax Strategies*Tax Planning Strategies: Client Financial Success | Werner Arthur J |
| 6/4/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| ProActive Response: Active Shooter Training - Recognize. Respond. Survive. (Webinar) (25WA-1886)25WA-1886 | *Early Warning Signs *Concerning Behavior Changes*Getting out*Barricading your area*Fighting for survival*Disarming the assailant*Tourniquets (commercial and improvised)*Pressure Dressings*Chest Seals | Sexton Andy Ayers Chad |
| 6/13/2025 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Financial Acumen for the HR Professional (Webinar) (25WA-1997)25WA-1997 | *Financial statement insight*Trend analysis*Financial benchmarks | Lindell James T |
| 6/18/2025 | 1 - 2:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Successful Family Business (Webinar) (25WA-2300)25WA-2300 | *Business management*Organization | Lindell James T |
| 6/28/2025 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Business Longevity: Is Your Business Wobbling? (Webinar) (25WA-1594)25WA-1594 | *Business Management *Organization | Lindell James T |
| 6/3/2025 | 5 - 8:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Dashboard and Report Design Principles Using Excel (Webinar) (25WA-1536)25WA-1536 | *How to design charts for fastest possible user understanding and ease of use*Review of case studies for group critique*Developing a design standard for your organization*Designing tables for rapid understanding and efficient space use*How to use commentary, maintaining a consistent style and level of detail*Using layout to support long-term memory and improve understanding*The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis.*How to apply these techniques using Excel | |
| 5/30/2025 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Why Auditors Fail To Detect Fraud (Webinar) (25WA-1761)25WA-1761 | *Reasons auditors fail to detect fraud*Willful Ignorance*SAS No. 82*Additional documentation*How and who to talk to*Determining the Tone At the Top*How to Determining Intent*If you expect it, you will see it | Dycus Dennis F |
| 6/9/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| A Better Way to Choose Your KPIs (Webinar) (25WA-1947)25WA-1947 | *KPIs*Performance measures*Metrics | |
| 6/16/2025 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Crypto, Blockchain and Taxes (Webinar) (25WA-2144)25WA-2144 | *Understanding Blockchain and Cryptocurrency*Major Features, Benefits and Risks of Blockchain and Cryptocurrency*Tax Strategies for Cryptocurrency Transactions and Compliance*Implementing Blockchain in Business Accounting Systems*Navigating Estate Planning with Digital Assets | Yoss Stephen M Werner Arthur J |
| 6/23/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: Addressing Budgeting Uncertainty (Webinar) (25WA-2075)25WA-2075 | *Accounting*Finance | Fountain Lynn |
| 6/20/2025 | 8 - 9:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Eight Biggest Threats to your business and introducing Three Pillars of Cybersecurity (Webinar) (25WA-2244)25WA-2244 | *Technology*Cybersecurity | Melloy Jon |
| 6/27/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| How to Make Difficult People Disappear...Without Going to Jail (Webinar) (25WA-1505)25WA-1505 | *Team dynamics*Influence*Organizational behavior*Leadership | |
| 5/28/2025 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's Office Scripts: The New Macros (Webinar) (25WA-1405)25WA-1405 | *Introduction to Office Scripts*Recording your first script*Integration with Power Automate | Stephens Tommy G |
| 5/22/2025 | 6 - 8 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Benford's Law and Other Digital Analysis Techniques (Webinar) (25WA-2282)25WA-2282 | *Benford's Law*Digital Analysis*Data analytics | Cotton David L |
| 6/28/2025 | 8 - 9:40 a.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| Understanding and Preventing Budget Calamities (Webinar) (25WA-1879)25WA-1879 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 6/13/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The ABCs of Advisory Services (Webinar) (25WA-2115)25WA-2115 | *Understanding the concept of "Integrated Planning" (financial, estate, asset protection, and tax planning)*Changes in the landscape of a tax practitioner's practice*The bridging of services*Getting started -- Where do your clients fail?*Understanding the primary planning issues for all clients*Estate and Gift issues*Traps, pitfalls, and tips in planning*Practical steps in establishing a tax advisory and wealth management services practice*Domicile issues | Werner Arthur J |
| 6/21/2025 | 8:30 - 10:25 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: The Role of the Controller in ESG (Webinar) (25WA-1932)25WA-1932 | *Accounting*Finance*SG*Operations | Fountain Lynn |
| 6/14/2025 | 10 - 11:20 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 2 (Webinar) (25WA-1417)25WA-1417 | *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 | Robinson Jonathan |
| 5/23/2025 | 8 - 11:35 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| State Tax Nexus: Frequently Awkward Questions (Webinar) (25WA-1375)25WA-1375 | *Frequently asked questions about income tax and sales tax nexus*New developments *Key factors in reviewing potential nexus consequences*Nexus road trip to eight large states*Tax impacts of remote work*Free, multistate resources | |
| 5/21/2025 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Introduction to Forensic Accounting (Webinar) (25WA-1813)25WA-1813 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/10/2025 | 3 - 4:40 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| Everyday Ethics: Ethics is Everywhere, All the Time! featuring Richard A. Karwic and Don Minges (Webinar) (25WA-1897)25WA-1897 | *Be careful of;*Whom you trust, and*What you easily dismiss*Beware of our internal biases*What are your biases?*The need to consider situations from multiple perspectives | Minges Don Karwic Richard A |
| 6/14/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Controllership Series: The Controller's Role in Procurement Function (Webinar) (25WA-1618)25WA-1618 | *Accounting*Finance*Procurement | Fountain Lynn |
| 6/3/2025 | 10 - 11:15 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Securing Executive Buy-In for Your Initiatives: Communication Techniques to Persuade Decision-Makers (Webinar) (25WA-2250)25WA-2250 | *Persuasion*Executive Buy-In*Communication*Leadership | |
| 6/27/2025 | 8 - 9:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Controller Function: Inventory Part 1 (Webinar) (25WA-1369)25WA-1369 | *Accounting*Finance*Operations | Fountain Lynn |
| 5/21/2025 | 11 p.m. - 12:40 a.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| Sticky Ethical Choices, featuring Bob Mims and Don Minges (Webinar) (25WA-2092)25WA-2092 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board | Minges Don Mims Robert |
| 6/21/2025 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Cash Management: Strategies for Long-Term Success (Webinar) (25WA-1872)25WA-1872 | *Developing short-term cash flow projections*How do we assure adequate cash availability without having idle cash?*Take advantage of your bank's cash management services*Working capital loans*Controlled disbursement accounts*Sweep accounts and other short-term investments*ACH transactions*Direct transfers*Lock boxes*Credit and collections*Reconciliation frequency*Managing cash short-falls | Daly John L |
| 6/12/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Walkin', Talkin', Lookin' and Listenin': Or Things Most of Us Don't Do Well (Webinar) (25WA-2071)25WA-2071 | *The importance of making yourself available*How to start a conversation and what to NOT talk about*The art of how to listen*When you don't understand what they just said*Don't fool by equivocations when they respond to a question*Materiality and perception | Dycus Dennis F |
| 6/20/2025 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: The Financial Close Process (Webinar) (25WA-2261)25WA-2261 | *Accounting*Finance*Financial Statements | Fountain Lynn |
| 6/27/2025 | 11 a.m. - 12:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Allison McLeod's 2024 Federal Tax Updates for Individuals - 4 Hour (Webinar) (25WA-1511)25WA-1511 | *Current tax issues affecting individual taxpayers*Review of recent tax legislation*Other issues affecting the profession, including IRS procedure, current cases, and other federal tax issues | McLeod Allison M. |
| 5/28/2025 | 2 - 6 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Achieving Balance in Work and Life: Part 2 (Webinar) (25WA-1700)25WA-1700 | *Why we get off balance and how to overcome those tendencies*Methods that turbo charge motivation, health and happiness*The power of culture and friends to affect our lives*The importance of clear intention in order to effect change that lasts | Robinson Jonathan |
| 6/6/2025 | 3 - 6:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Accounting for Leases (Webinar) (25WA-1368)25WA-1368 | *Accounting*Finance*Financial Statement Preparation | Fountain Lynn |
| 5/21/2025 | 10 a.m. - 12:25 p.m. | Online | 2.6 CPE (2.6 tech, 0 non-tech) | |
| Measuring Audit Risks (Webinar) (25WA-2319)25WA-2319 | *The planning process -- When it starts and when it ends*Determining the audit objectives*The importance of the nature, timing and extent of the audit process*The importance of professional skepticism*The preliminary engagement activities*Documentation of audit risk*Determining materiality | Dycus Dennis F |
| 6/30/2025 | 1 - 3:50 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Anti-Bullying and Sensitivity (Webinar) (25WA-2126)25WA-2126 | *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? | |
| 6/23/2025 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Data, Predictive Analytics and Business Intelligence for Controllers/CFOs (Webinar) (25WA-1460)25WA-1460 | *DA and BI relationship to accountant value.*Current trends in BI and DA, including the emergence of AI tools like ChatGPT.*The changing accountant roles: data analyst, data scientist, and data storyteller, with an emphasis on how ChatGPT can be utilized in these capacities.*Obtaining datasets to compare and contrast with their organization's data, and how ChatGPT can assist in analyzing and interpreting this data.*BI tools and the inclusion of AI technologies such as ChatGPT to streamline processes and improve analytical capabilities. | Lindell James T |
| 5/26/2025 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (1.5 tech, 2.5 non-tech) | |
| Ethics - A Line in the Sand; Implications for Daily Business (Webinar) (25WA-1896)25WA-1896 | *Recognize the underlying drivers of individual ethical behavior*Identify the relationship between ethics and integrity*Highlight ethical trends in businesses throughout the world*Review high profile ethics lapses in recent years | Lindell James T |
| 6/13/2025 | 12 - 3:50 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | 4.2 Ethics |
| Progressive Management Accounting (Webinar) (25WA-1516)25WA-1516 | *A taxonomy of accounting: tax, financial, managerial*A spectrum of direct and indirect absorption costing*Fact-based Data with Activity Based Costing (ABC )*Why do we need advanced management accounting techniques, such as ABC?*How the ABC cost assignment network structure connects costs to products and sales channels*Learn to use ABC to manage product, service-line, channel, and customer profitability*Understand two views of costs: (1) process view versus (2) product view*Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques*Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction*Applying "Attributes" to assess "value-added costs" and "costs of quality (COQ)"*The Shift in ROI's Source from Tangible to Intangible Assets*Increasing the ROI from information -- with Corporate Performance Management (CPM) as a Value-Multiplier*Accelerating the Rate of Adoption for Implementing and CPM*Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social / cultural*How to overcome behavioral resistance to change | Cokins Gary |
| 5/29/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Mergers and Acquisitions: Tips and Speed Bumps to Avoid (Webinar) (25WA-1444)25WA-1444 | *Making strategic acquisitions*Identifying potential acquisition candidates*Alternatives to M&A*Identifying and understanding organizational culture*Understanding the keys to effective and efficient due diligence*Planning and executing an effective integration*Key considerations | Karwic Richard A |
| 5/26/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Network Forensics (Webinar) (25WA-1650)25WA-1650 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/4/2025 | 10 - 11:15 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Benford's Law and Other Digital Analysis Techniques (Webinar) (25WA-1965)25WA-1965 | *Benford's Law*Digital Analysis*Data analytics | Cotton David L |
| 6/17/2025 | 2 - 3:40 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| Best-In-Class Recruiting Strategies (Webinar) (25WA-1630)25WA-1630 | *Recruiting & Retention*Talent Management*Employee Engagement | |
| 6/3/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's 2023 Excel Tips, Tricks, and Techniques for Accountants (Webinar) (25WA-1556)25WA-1556 | *Fundamental Excel techniques all accounting and financial professionals should know and use*Creating date-based calculations in Excel*How to create Excel templates*Key options you should enable in Excel*Linking data in Excel | Stephens Tommy G |
| 5/31/2025 | 12 - 7:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| HR Guide to Evolving Business Strategy, Finance and Development (Webinar) (25WA-1554)25WA-1554 | *Corporate culture*Strategic planning*Leadership*Staff development | Lindell James T |
| 5/31/2025 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| IRS Cybersecurity Checklist (Webinar) (25WA-1745)25WA-1745 | *Defining Cybersecurity and Cyber Risks*Implications of Cybercrime*Cyber Attack Trends*Landscape of Cyberattacks*Laws and Regulations*Security Standards and Frameworks*Cybersecurity Roadmap | Werner Arthur J |
| 6/7/2025 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Emotional Intelligence (Webinar) (25WA-1742)25WA-1742 | *Emotions*Relationships | |
| 6/7/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Building Trust in Remote Teams: Catalyze Collaboration and Communication (Webinar) (25WA-1829)25WA-1829 | *Communication*Teamwork*Collaboration | |
| 6/11/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Business Consulting for CPAs (Webinar) (25WA-1754)25WA-1754 | *What is Business Consulting?*Identify the types of Management services your firm could offer.*How to become the trusted advisor -- identification of client's needs?*Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements.*Know what it takes to create a valuable outcome for the client.*Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants.*Learn techniques to become a more effective consultant.*Professional standards application | Lindell James T |
| 6/9/2025 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Benford's Law and Other Digital Analysis Techniques (Webinar) (25WA-1693)25WA-1693 | *Benford's Law*Digital Analysis*Data analytics | Cotton David L |
| 6/6/2025 | 11 a.m. - 12:40 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| Six Practical Strategies to Promote Diversity and Inclusion in Your Workplace (Webinar) (25WA-2179)25WA-2179 | *Communication*Leadership*Character*Behavior | |
| 6/25/2025 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Governmental Accounting 101 (Webinar) (25WA-1584)25WA-1584 | *Fund Types*Budgetary Accounting*Financial Reporting Requirements*Single Audit Act*Audit Standards and Procedures*Best Practices in Governmental Accounting | Pembrook Chris Crawford Frank W |
| 6/2/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: The Future Role of the Controller Part 1 (Webinar) (25WA-2044)25WA-2044 | *Accounting and Finance | Fountain Lynn |
| 6/19/2025 | 9 - 10:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Clear. Confident. Compelling. Communication Strategies for Women in Business (Webinar) (25WA-2123)25WA-2123 | *What behaviors detract from the value that you bring to the table and negatively influence the respect your staff and colleagues have for you*What your body language may be communicating about your overall confidence, capability, and self-assuredness*More effective ways to communicate as a female leader*Skills to display and communicate confidence while inspiring trust and increasing credibility | |
| 6/23/2025 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| It Is Legal, But Is It Really Ethical?, featuring Rob Berry and Bob Mims (Webinar) (25WA-2307)25WA-2307 | *Is 'legal' the same as 'ethical'?*Why or why not?*The value of using the Code of Professional Conduct properly*Resolving situations where the two are divergent | Berry Robert Mims Robert |
| 6/30/2025 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| HR Guide to Evolving Business Strategy, Finance and Development (Webinar) (25WA-2153)25WA-2153 | *Corporate culture*Strategic planning*Leadership*Staff development | Lindell James T |
| 6/24/2025 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Thrive Amidst the Chaos: Three Steps to Increase Your Energy and Learn to Dance in the Rain (Webinar) (25WA-1894)25WA-1894 | *Health and Wellness*Burnout*Stress Management*Employee Engagement | |
| 6/13/2025 | 8 - 9 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Controllers Role in Data Analytics and Big Data (Webinar) (25WA-1808)25WA-1808 | *Accounting*Finance*Financial Statements | Fountain Lynn |
| 6/10/2025 | 6 - 7:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| 5 Ways Your Onboarding Process Fails to Engage and Retain New Hires (Webinar) (25WA-1798)25WA-1798 | *Employee Onboarding*Employee Experience*Employee Engagement*Communication*Leadership | |
| 6/10/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Estate and Financial Planning for the Older Client (Webinar) (25WA-2087)25WA-2087 | *Medicare and Health Insurance Options*Life Insurance Strategies for Elders*Social Security Planning Considerations*Medicaid Planning and Trusts*Retirement Account Optimization Techniques*Tailored Estate Planning for Older Clients*Long-Term Care and Housing Alternatives*Gifting Strategies in Estate Planning*Unique Financial Challenges of Aging Clients | Werner Arthur J |
| 6/20/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 5 Ways Your Onboarding Process Fails to Engage and Retain New Hires (Webinar) (25WA-1979)25WA-1979 | *Employee Onboarding*Employee Experience*Employee Engagement*Communication*Leadership | |
| 6/17/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Ethical Leadership: Power, Influence, Integrity, and Trust (Webinar) (25WA-1446)25WA-1446 | *The difference between personal power and positional power*How proper use of power can be used to influence an ethical culture*Leadership requires trust*Knowing why trust cannot exist without credibility*Understanding why ethics and trust require one another*Appreciating the competitive benefits of commitment to ethical leadership | Karwic Richard A |
| 5/26/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Navigating Difficult Conversations with Coworkers (Webinar) (25WA-1999)25WA-1999 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership | |
| 6/18/2025 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Measuring Audit Risks (Webinar) (25WA-1703)25WA-1703 | *The planning process -- When it starts and when it ends*Determining the audit objectives*The importance of the nature, timing and extent of the audit process*The importance of professional skepticism*The preliminary engagement activities*Documentation of audit risk*Determining materiality | Dycus Dennis F |
| 6/6/2025 | 9 - 11:50 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Was it Fraud or Just Poor Audit Quality? (Webinar) (25WA-1473)25WA-1473 | *Financial statement manipulation*Ethics enforcement process*Auditor conflicts of interest | Cotton David L |
| 5/27/2025 | 6 - 7:30 p.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
| Gamed: Why Performance Targets and Incentives Fail and How to Fix Them (Webinar) (25WA-2218)25WA-2218 | *10-step ROKET-DS system, a simple structured method for designing meaningful targets and incentives*Create targets and objectives that align with your strategy*Build engagement with your target owners*Test your targets and incentives rigorously for unexpected outcomes and dangerous loopholes | |
| 6/26/2025 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Public Speaking and Confident Communication in Business (Webinar) (25WA-2107)25WA-2107 | *Communication*Public Speaking*Presentation Skills | |
| 6/21/2025 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Governmental Accounting 101 (Webinar) (25WA-2296)25WA-2296 | *Fund Types*Budgetary Accounting*Financial Reporting Requirements*Single Audit Act*Audit Standards and Procedures*Best Practices in Governmental Accounting | Crawford Frank W Pembrook Chris |
| 6/28/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Resolving Ethical Conflicts (Webinar) (25WA-1573)25WA-1573 | *Standards and techniques for resolving ethical conflict*How to have a conversation about a tough issue without having it destroy the relationship*What to do when talking fails | Daly John L |
| 6/2/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Audit Risk Assessment in Plain English (Webinar) (25WA-1581)25WA-1581 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment*Â | Pembrook Chris Crawford Frank W |
| 6/2/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethics Hour: Ethics in the Real World (Webinar) (25WA-1721)25WA-1721 | *The difficult trade-offs in making choices*Functioning in the 'gray' areas*The value of trust*Consequences of 'short-term it-is'*How lack of accountability can lead to ethical issues | Karwic Richard A Minges Don |
| 6/7/2025 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Future of Work: Winning Talent Strategies - Micro-Credential Series Part 3 (Webinar) (25WA-2306)25WA-2306 | *Recruiting*Engagement*Leadership*Compensation*Culture *Communication*Career Paths*Talent Development | |
| 6/28/2025 | 3 - 4:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Art of Marketing for CPAs (Webinar) (25WA-2256)25WA-2256 | *Why marketing and self promotion are so important today*What keeps people from learning this skill, and how to overcome those obstacles*How to get people (your boss, co-workers or clients) to like working with you*How to sell someone on your services in a single minute*How to attract more clients or the attention of your boss in a way that "wows" them*How to get referrals from your clients or glowing reviews from your boss*The 3 communication skills every business person needs to master, and why*The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career | Robinson Jonathan |
| 6/27/2025 | 12 - 3:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Mastering The Three Pillars of Cybersecurity: Exploring the Technology Pillar (Webinar) (25WA-1792)25WA-1792 | *Technology*Cybersecurity | Melloy Jon |
| 6/10/2025 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Better Forecasts: Be a Better Predictor (Webinar) (25WA-1492)25WA-1492 | *Why an open mind and the ability to doubt helps make great predictions*Why it is better to be a fox than a hedgehog*How non-conformists change the world*How to focus on what matters*How to learn from the past without hindsight bias | Levy John F |
| 5/28/2025 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Complete Guide to the Preparation for Form 1041 (Webinar) (25WA-2324)25WA-2324 | *Form 1041 Preparation*Decedent's Estate Issues*Trust-Specific Challenges*Subchapter J Fundamentals*Compliance Strategies*Case Study Analysis | Werner Arthur J |
| 6/30/2025 | 10 a.m. - 5:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Competent Accountant - Mastering the Role of the Controller/ CFO (Webinar) (25WA-1552)25WA-1552 | *Business Management*Organization | Lindell James T |
| 5/31/2025 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| KPI Bootcamp for Small Businesses (Webinar) (25WA-2220)25WA-2220 | *Why measure things?*The ROKS Express method*Goals check - identifying your business objectives and Key Results*Selecting your KPI candidates using the KPI Definition Manual*Shortlisting - Picking the very best KPIs from your KPI Candidates*Tuning your KPI definitions*Going Live | |
| 6/26/2025 | 6 - 10:40 p.m. | Online | 5 CPE (0 tech, 5 non-tech) | |
| Aligning Analytics to COSO's Fraud Risk Management Principles (Webinar) (25WA-1542)25WA-1542 | *COSO Fraud Risk Management Guide*Aligning data analytics considerations to an effective fraud risk management program*How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program | Walden Vincent |
| 5/30/2025 | 3 - 4:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Building Trust in Remote Teams: Catalyze Collaboration and Communication (Webinar) (25WA-2134)25WA-2134 | *Communication*Teamwork*Collaboration | |
| 6/23/2025 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Promote Internal Whistleblowing and Succeed in Creating a Strong Speak Up Culture (Webinar) (25WA-1430)25WA-1430 | *Speak up culture*Encouraging internal whistleblowing*Ethical culture*Internal complaint reporting processes | |
| 5/23/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Communication Miracles at Work and in Life: Part 2 (Webinar) (25WA-1414)25WA-1414 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use | Robinson Jonathan |
| 5/23/2025 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Ethical Situations - What to do When?, featuring Allison McLeod and Don Minges (Webinar) (25WA-1437)25WA-1437 | *Intentions versus results.*Is using the 'Threats Based Approach' always the best?*What is, "The clean hands rule," and how does it apply to Ethics?*Situations where Ethics is not black-and-white.  | McLeod Allison M. Minges Don |
| 5/24/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 1 (Webinar) (25WA-2312)25WA-2312 | *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 | Robinson Jonathan |
| 6/30/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Forensic and Fraud Interviewing Techniques and Skills (Webinar) (25WA-1678)25WA-1678 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/5/2025 | 9 - 11 a.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| Mastering The Three Pillars of Cybersecurity: Exploring the Technology Pillar (Webinar) (25WA-1975)25WA-1975 | *Technology*Cybersecurity | Melloy Jon |
| 6/17/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Working Through Grief and Loss: How to Build a Supportive Workplace (Webinar) (25WA-2333)25WA-2333 | *Employee Relations*Culture*Leadership*Employee Retention | |
| 6/30/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Many Faces of Fraud Shedding Light on the Tactics of Modern Day Swindlers (Webinar) (25WA-1865)25WA-1865 | *Understanding Fraud*Psychology and Motivation of Fraudsters*Detection and Prevention Strategies*Real World Case Studies*Effective Fraud Management | Gallagher Chuck |
| 6/12/2025 | 2 - 4:10 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI, ChatGPT (Webinar) (25WA-2295)25WA-2295 | *AI and ChatGPT*Machine learning & predictive transaction tagging*Profiles of an improper or corrupt vendor payment*Data Sharing Consortium and Split Learning Techniques*Cryptocurrency trends and applications from an accountant's perspective | Walden Vincent |
| 6/28/2025 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Navigating Difficult Conversations with Coworkers (Webinar) (25WA-1836)25WA-1836 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership | |
| 6/11/2025 | 8 - 9:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Maintaining a Harmonious Working Environment (Webinar) (25WA-1481)25WA-1481 | *Disassociating yourself and your employer from discriminatory comments.*Scripts for addressing potential and actual sexual harassment situations.*Consensual relationships between leaders and their subordinates.*Effective violence prevention measures*Survival tactics in active violence situations. | Mirarchi Michael |
| 5/27/2025 | 6 - 7:20 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Cost and Pricing Models: Creating an Effective Tool (Webinar) (25WA-1727)25WA-1727 | *Building computer costing models & sub models*The importance of volume sensitive models*Your twelve most important indirect costs*Using rate tables *Modeling -- Professional Services Job Costs*Modeling -- Repetitive Manufacturing*Why return on sales may be an inferior way to plan for profit | Daly John L |
| 6/7/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Power of a Good Story! (Webinar) (25WA-1691)25WA-1691 | *The 3 elements of storytelling  *3 real world examples         *10 thoughts for the road   | O'Brien William |
| 6/5/2025 | 6 - 9:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Mergers and Acquisitions: Tricks, Traps and Terrors (Webinar) (25WA-2095)25WA-2095 | *Business Management*Organization | Lindell James T |
| 6/21/2025 | 1 - 4:50 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
| Avoiding Budget People Issues:Â Managing Budgeting's Soft Side (Webinar) (25WA-2212)25WA-2212 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 6/26/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 Using OneNote More And Email Less (Webinar) (25WA-1398)25WA-1398 | *Using OneNote as a powerful reference resource*Learn how to move your emails into OneNote*Share OneNote with a group of people and communicate within a notebook rather than email | Clark Connie |
| 5/22/2025 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Social Media: The Bare Necessities (Webinar) (25WA-1355)25WA-1355 | *Communication*Social Media*Marketing*Publicity*Public Relations*Business Strategy | |
| 5/21/2025 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Data Extraction, Transformation, Validation the Right Data Sources for Analysis (Webinar) (25WA-1770)25WA-1770 | *Understand various data types *Structured vs. unstructured data*Completeness and validation testing*Selecting the right data sources for the job*Risks and pitfalls to avoid | Walden Vincent |
| 6/9/2025 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Why Auditors Fail To Detect Fraud (Webinar) (25WA-1735)25WA-1735 | *Reasons auditors fail to detect fraud*Willful Ignorance*SAS No. 82*Additional documentation*How and who to talk to*Determining the Tone At the Top*How to Determining Intent*If you expect it, you will see it | Dycus Dennis F |
| 6/7/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ProActive Response Group De-Escalation Training (Webinar) (25WA-2160)25WA-2160 | *Definition of De-Escalation*Recognizing Anger*Situational Awareness*LOWLINE Technique*MR EBS Technique*Posturing*Controlling the Environment | Ayers Chad Sexton Andy |
| 6/24/2025 | 2 - 2:55 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Ethics Hour: Thinking Through Decisions and Recognizing the Consequences (Webinar) (25WA-1994)25WA-1994 | *The high volume of ethical decisions we face every day*The true value of paying attention*Understanding how each decision we make will have consequences*Are you prepared for the consequences? | Minges Don Gallagher Chuck |
| 6/18/2025 | 9 - 9:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Many Faces of Fraud Shedding Light on the Tactics of Modern Day Swindlers (Webinar) (25WA-2112)25WA-2112 | *Understanding Fraud*Psychology and Motivation of Fraudsters*Detection and Prevention Strategies*Real World Case Studies*Effective Fraud Management | Gallagher Chuck |
| 6/21/2025 | 9 - 11:10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Budgeting: Presenting and Communicating your Numbers (Webinar) (25WA-1522)25WA-1522 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 5/29/2025 | 8 - 9:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Data, Predictive Analytics and Business Intelligence for Controllers/CFOs (Webinar) (25WA-1847)25WA-1847 | *DA and BI relationship to accountant value.*Current trends in BI and DA, including the emergence of AI tools like ChatGPT.*The changing accountant roles: data analyst, data scientist, and data storyteller, with an emphasis on how ChatGPT can be utilized in these capacities.*Obtaining datasets to compare and contrast with their organization's data, and how ChatGPT can assist in analyzing and interpreting this data.*BI tools and the inclusion of AI technologies such as ChatGPT to streamline processes and improve analytical capabilities. | Lindell James T |
| 6/11/2025 | 8 - 11:45 a.m. | Online | 4 CPE (1.5 tech, 2.5 non-tech) | |
| Prevention and Detection of Fraud in Small Businesses (Webinar) (25WA-2068)25WA-2068 | *The importance of the control environment*The three most common behavioral red flags exhibited by perpetrators*Why it is much more cost effective to prevent fraud than it is to detect fraud*The reason why the small business owner/auditor should think about how they would steal*Who steals and why*Common myths about stealing that are not true*Understanding the concept of risk management | Dycus Dennis F |
| 6/20/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Head and Heart of Ethics: Featuring Bob Mims and Don Minges (Webinar) (25WA-2090)25WA-2090 | *The difficult trade-offs in making choices*Functioning in the 'gray' areas*The value of trust*How lack of accountability can lead to ethical issues | Mims Robert Minges Don |
| 6/21/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Introduction to Forensic Data Analytics (Webinar) (25WA-1949)25WA-1949 | *Data analytics*Key fraud risk management guidance documents *Data analytics frameworks *Leading techniques and innovations for preventing and detecting fraud | Walden Vincent |
| 6/16/2025 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Contract and Procurement Fraud (Webinar) (25WA-1966)25WA-1966 | *Procurement phases*Fraud schemes*Fraud red flags*Fraud control activities and safeguards | Cotton David L |
| 6/17/2025 | 8 - 9:20 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Small HR Team, Big Impact: 3 Employee Engagement Strategies for Lean HR Departments (Webinar) (25WA-1438)25WA-1438 | *HR Leadership*Small HR Teams*HR Department of One*Employee Engagement*Employee Experience*Employee Journey | |
| 5/24/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Communication Miracles at Work and in Life: Part 2 (Webinar) (25WA-2062)25WA-2062 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use | Robinson Jonathan |
| 6/20/2025 | 2 - 5:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Responding To Retaliation Concerns and Capturing Key Retaliation Case Metrics (Webinar) (25WA-1657)25WA-1657 | *Speak up Culture*Ethical Culture*Internal complaint reporting and investigations | |
| 6/4/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Controller Function: Inventory Part 2 - Valuation, Inventory Methods and Inventory Fraud (Webinar) (25WA-1616)25WA-1616 | *Accounting*Finance*Procurement*Inventory | Fountain Lynn |
| 6/3/2025 | 2 - 3:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Stand Out: How to Create a Unique Employer Brand (Webinar) (25WA-2121)25WA-2121 | *Employer Brand*Talent Management*Future of Work*Onboarding New Hires | |
| 6/21/2025 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Electronic Audit Evidence in Employee Benefit Plans (Webinar) (25WA-1453)25WA-1453 | *Audit Evidence*Digital | Critcher Melissa G |
| 5/26/2025 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Why Can't We All Just Get Along? Understanding and Appreciating Our Differences (Webinar) (25WA-1826)25WA-1826 | *Emotional Intelligence*Communication*Teamwork | |
| 6/11/2025 | 12 - 1:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Controllership Series: Overhead, Direct and Indirect Costs and Allocation Methods (Webinar) (25WA-1385)25WA-1385 | *Accounting*Finance*Procurement*Operations | Fountain Lynn |
| 5/21/2025 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Clear. Confident. Compelling. Communication Strategies for Women in Business (Webinar) (25WA-1737)25WA-1737 | *What behaviors detract from the value that you bring to the table and negatively influence the respect your staff and colleagues have for you*What your body language may be communicating about your overall confidence, capability, and self-assuredness*More effective ways to communicate as a female leader*Skills to display and communicate confidence while inspiring trust and increasing credibility | |
| 6/7/2025 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Devious Ethics: Avoiding Snakes in Suits (Webinar) (25WA-1871)25WA-1871 | *Discuss psychopathy's symptoms*Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules*Look at precautions you should take when considering a new boss or employee*Help identify someone who might con you or your company | Daly John L |
| 6/12/2025 | 6 - 8 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Top Employment Tools to Protect Your Business and Recommend to Business Clients (Webinar) (25WA-1797)25WA-1797 | *arbitration agreements*confidentiality agreements *restrictive covenants *training *severance agreements | Ackels Alana K. |
| 6/10/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Psychology of Fraud (Webinar) (25WA-1901)25WA-1901 | *Fraud*Fraud Triangle | Cotton David L |
| 6/14/2025 | 2 - 3:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Transforming Strategic and Financial Management with ChatGPT: Insights for CPAs, CFOs and Controllers (Webinar) (25WA-1367)25WA-1367 | *Recognize the variety of ChatGPT uses in accounting.*Determine how to use ChatGPT.*Identify how ChatGPT improves customer, vendor, and industry research.*Recognize how ChatGPT aids in financial benchmarking.*Identify how ChatGPT can assist in financial analysis, budgeting and forecasting. | Lindell James T |
| 5/21/2025 | 10 a.m. - 12 p.m. | Online | 2.2 CPE (1 tech, 1.2 non-tech) | |
| The Competent Accountant - Mastering the Role of the Controller/ CFO (Webinar) (25WA-2151)25WA-2151 | *Business Management*Organization | Lindell James T |
| 6/24/2025 | 5 - 8:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Multistate Taxation: Issues and Planning Opportunities (Webinar) (25WA-2191)25WA-2191 | *Multistate Business Activities*Nexus and Implications*State Taxable Income*Business-Related Issues*Formulas and Their Application*Audit Defense Strategies*State Specific Regulations*Choice of Business Entity*Interstate Commerce Clauses*Domicile in relation to State Death Taxation | Werner Arthur J |
| 6/25/2025 | 8 a.m. - 3:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Achieving Balance in Work and Life: Part 1 (Webinar) (25WA-1418)25WA-1418 | *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 | Robinson Jonathan |
| 5/23/2025 | 11 a.m. - 2:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| CANCELLED - World-Class Cost Accounting: A Practical Application - 8 Hour Version (Webinar) (25WA-2023)25WA-2023 | *Beginning and intermediate cost principles automatically included *Covers manufacturing materials, labor, period mfg inefficiencies*How to efficiently trace the above costs to products*Substantially reduce manufacturing overhead allocation by 60% or more*ABC analysis is embedded in the MFG cost system without the need for a separate ABC implementation project*Covers fixed and variable MGH overhead of the production department*Covers MFG overhead of the manufacturing support departments*Identifying certain MFG overhead costs as variable that typically are classified as fixed | |
| 6/18/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Mergers and Acquisitions: Tricks, Traps and Terrors (Webinar) (25WA-2060)25WA-2060 | *Business Management*Organization | Lindell James T |
| 6/20/2025 | 11 a.m. - 2:50 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
| The Motives and Mystery of Ethics-Understanding the Why (Webinar) (25WA-1587)25WA-1587 | *Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions | Mims Robert |
| 6/2/2025 | 1:30 - 3:20 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Planning in an Uncertain World (Webinar) (25WA-1760)25WA-1760 | *Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed*How to separate correlation from causation*How to recognize and overcome bias*Who is Thomas Bayes and why he matters | Levy John F |
| 6/9/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ProActive Response Group De-Escalation Training (Webinar) (25WA-1502)25WA-1502 | *Definition of De-Escalation*Recognizing Anger*Situational Awareness*LOWLINE Technique*MR EBS Technique*Posturing*Controlling the Environment | Sexton Andy Ayers Chad |
| 5/28/2025 | 8 - 8:55 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Staff Retention Keep the Best People (Webinar) (25WA-1904)25WA-1904 | *Remote workforce*Employee retention*Staff turnover | Daly John L |
| 6/14/2025 | 9 a.m. - 12 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| The Preparation of Form 706 and 709: Understanding the Law (Webinar) (25WA-2194)25WA-2194 | *Estate and Gift Taxation Fundamentals*Valuation of Estate Assets*Components of the Gross Estate*Deductions in Estate Taxation*Charitable and Marital Deductions*Tax Credits and Their Application | Werner Arthur J |
| 6/25/2025 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Staff Retention Keep the Best People (Webinar) (25WA-1854)25WA-1854 | *Remote workforce*Employee retention*Staff turnover | Daly John L |
| 6/12/2025 | 2 - 5 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| Accommodation Requests, Substance Abuse and Contagious Infections (Webinar) (25WA-2072)25WA-2072 | *Accommodation requests - religious practices*Accommodation requests - disabilities*Substance Abuse - constructive confrontation*Substance Abuse - duty to accommodate as a disability*Disclosures of potentially contagious infections | Mirarchi Michael |
| 6/20/2025 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Future of Work: Building a New Model of Work - Micro-Credential Series Part 2 (Webinar) (25WA-1868)25WA-1868 | *Talent Strategy*Recruitment*Retention*Compensation*Enagegement*Alumni Strategy*Work Architecture | |
| 6/12/2025 | 9 - 10:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Controllership Series: The Future Role of the Controller Part 2 (Webinar) (25WA-2045)25WA-2045 | *Accounting and Finance | Fountain Lynn |
| 6/19/2025 | 11 a.m. - 12:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| A Practical Guide to Trusts (Webinar) (25WA-2322)25WA-2322 | *The role of the trustee and how to avoid problems*How to use trusts to avoid probate*How revocable living trusts are affected by income, gift, and estate taxes*Marital deductions and marital and bypass trusts*How an irrevocable trust can be the center of an estate plan*Advantages of an irrevocable life insurance trust*How to create a dynasty trust*Why a GRIT, GRAT, GRUT, or QPRT can be a good estate planning tool*Trust options to provide security for older clients*Advantages, tax consequences, and limits on charitable contributions and private foundations*Charitable remainder and charitable lead trust issues*How trusts can serve as asset protection devices Business trust issues | Werner Arthur J |
| 6/30/2025 | 8 a.m. - 3:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Navigating Difficult Conversations with Clients (Webinar) (25WA-1998)25WA-1998 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership*Customer Service | |
| 6/18/2025 | 8 - 9:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Controller Function: Elevating the Role (Webinar) (25WA-1439)25WA-1439 | *Accounting*Finance*Auditing*Business Development | Fountain Lynn |
| 5/24/2025 | 10 - 11:20 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Promote Internal Whistleblowing and Succeed in Creating a Strong Speak Up Culture (Webinar) (25WA-1655)25WA-1655 | *Speak up culture*Encouraging internal whistleblowing*Ethical culture*Internal complaint reporting processes | |
| 6/4/2025 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Budgeting: Presenting and Communicating your Numbers (Webinar) (25WA-2287)25WA-2287 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 6/28/2025 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Resolving Ethical Dilemmas: You Make the Call (Webinar) (25WA-2236)25WA-2236 | *Ethical frameworks*Threats and safeguards to objectivity and independence | Cotton David L |
| 6/27/2025 | 11 a.m. - 12:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | .5 Ethics |
| Feeling Stressed from Change and Uncertainty? How to Stay Positive when Things Get Tough (Webinar) (25WA-2183)25WA-2183 | *Change management*Leadership | |
| 6/25/2025 | 2 - 3:35 p.m. | Online | 1.6 CPE (0 tech, 1.6 non-tech) | |
| Cash Management: Strategies for Long-Term Success (Webinar) (25WA-2200)25WA-2200 | *Developing short-term cash flow projections*How do we assure adequate cash availability without having idle cash?*Take advantage of your bank's cash management services*Working capital loans*Controlled disbursement accounts*Sweep accounts and other short-term investments*ACH transactions*Direct transfers*Lock boxes*Credit and collections*Reconciliation frequency*Managing cash short-falls | Daly John L |
| 6/25/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 5 Steps to Cultivate a Values-Based Approach to Governance (Webinar) (25WA-2157)25WA-2157 | *Employee engagement*Values-based governance*Organizational culture*Employee relations | |
| 6/24/2025 | 6 - 7:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Performance Auditing Made Easy (Webinar) (25WA-1820)25WA-1820 | *Performance audit standards*Performance audit types*Performance audit objectives | Cotton David L |
| 6/11/2025 | 11 a.m. - 12:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Inventory, Expense and Payroll Fraud (Webinar) (25WA-1911)25WA-1911 | *Methods of committing inventory, expense and payroll fraud*What to look for when observing inventory*Detection of inventory fraud*How to recognize fictitious expenses*How to recognize altered expenses*Indicators of fake documentation*The three main reason we ask for documentation*Detection and prevention of ghost employees | Dycus Dennis F |
| 6/14/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Inventory, Expense and Payroll Fraud (Webinar) (25WA-1662)25WA-1662 | *Methods of committing inventory, expense and payroll fraud*What to look for when observing inventory*Detection of inventory fraud*How to recognize fictitious expenses*How to recognize altered expenses*Indicators of fake documentation*The three main reason we ask for documentation*Detection and prevention of ghost employees | Dycus Dennis F |
| 6/5/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Why Can't We All Just Get Along? Understanding and Appreciating Our Differences (Webinar) (25WA-2181)25WA-2181 | *Emotional Intelligence*Communication*Teamwork | |
| 6/25/2025 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Providing Ethical Leadership: Learning to be the Best Version of Yourself (Webinar) (25WA-1389)25WA-1389 | *Examining the lives of ordinary people whose moral courage had a significant impact on those around them.*How anyone, irrespective of their role in an organization, can inspire others to embrace ethical attitudes.*Showing how even simple actions can outsized effect on a person's sphere of influence. | McLeod Allison M. |
| 5/21/2025 | 12 - 1:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Business Communication Essentials (Dynamic Communication in the Workplace) (Webinar) (25WA-1860)25WA-1860 | *Communication*Feedback*Management*Leadership | |
| 6/12/2025 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's Safeguarding Taxpayer Data: A Guide for Your Required Security Plan (Webinar) (25WA-1408)25WA-1408 | *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 | Johnston Randolph P |
| 5/22/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Profitability Pricing: Boost your Bottom Line (Webinar) (25WA-2205)25WA-2205 | *Competitive bids*Achieving target profitability  | Daly John L |
| 6/26/2025 | 5 - 7 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How to Make Difficult People Disappear...Without Going to Jail (Webinar) (25WA-1714)25WA-1714 | *Team dynamics*Influence*Organizational behavior*Leadership | |
| 6/6/2025 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| A Better Way to Choose Your KPIs (Webinar) (25WA-2219)25WA-2219 | *KPIs*Performance measures*Metrics | |
| 6/26/2025 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Profitability Pricing: Boost your Bottom Line (Webinar) (25WA-1514)25WA-1514 | *Competitive bids*Achieving target profitability  | Daly John L |
| 5/29/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Business Intelligence, Featuring Microsoft's Power BI Tools (Webinar) (25WA-1562)25WA-1562 | *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 | Stephens Tommy G |
| 5/31/2025 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's Small Business Accounting Shootout (Webinar) (25WA-1565)25WA-1565 | *Understanding the small business accounting landscape*Learn how solutions from leading providers can potentially solve your small business accounting and reporting issues*Create investment estimates for acquiring and implementing a new small business accounting solution | Stephens Tommy G |
| 5/31/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 1 (Webinar) (25WA-1679)25WA-1679 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/5/2025 | 6 - 7:15 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Enact Retaliation Abatement and Monitoring Measures (Webinar) (25WA-2057)25WA-2057 | *Retaliation prevention*Retaliation monitoring*Speak up culture*Ethical culture | |
| 6/19/2025 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Preparing to be a Forensic Accountant: Cloud Forensics (Webinar) (25WA-1649)25WA-1649 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/4/2025 | 12 - 1:20 p.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
| Planning in an Uncertain World (Webinar) (25WA-1493)25WA-1493 | *Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed*How to separate correlation from causation*How to recognize and overcome bias*Who is Thomas Bayes and why he matters | Levy John F |
| 5/28/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Retirement Planning Issues: Where We Stand Now (Webinar) (25WA-2143)25WA-2143 | *Thorough Exploration of Current Retirement Planning Trends and Implications*Strategies for Maximizing Retirement Savings within Existing Regulatory Structures*Tax-Efficient Navigation of Various Retirement Plan Options*Estate Planning Techniques Aligned with Contemporary Trends for Optimal Benefits*Insight into Latest Rules for Required Minimum Distributions (RMDs) | Werner Arthur J |
| 6/23/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 1 (Webinar) (25WA-1733)25WA-1733 | *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 | Robinson Jonathan |
| 6/7/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| AI and You (Webinar) (25WA-2084)25WA-2084 | *Leadership*Future of Work*Workforce Planning*Change Management*Technology in HR*Job Redesign*Â | |
| 6/20/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Building Trust in Remote Teams: Catalyze Collaboration and Communication (Webinar) (25WA-1973)25WA-1973 | *Communication*Teamwork*Collaboration | |
| 6/17/2025 | 6 - 7 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| How Prevalent Is Retaliation Within Your Culture? (Webinar) (25WA-1431)25WA-1431 | *Retaliation protections*Speak up culture*Ethical culture | |
| 5/23/2025 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Ask Me No Questions and I Will Tell You No Lies: The Art of Interviewing and Interrogation (Webinar) (25WA-2069)25WA-2069 | *Defining an interview*Why we choose to believe or not believe someone*Types of individuals you will be talking with*Why people lie*Types of liars*Unsharable needs*Verbal and nonverbal clues*How to listen*Obtaining a confession | Dycus Dennis F |
| 6/20/2025 | 9 - 11:55 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Introduction to Forensic Data Analytics (Webinar) (25WA-1540)25WA-1540 | *Data analytics*Key fraud risk management guidance documents *Data analytics frameworks *Leading techniques and innovations for preventing and detecting fraud | Walden Vincent |
| 5/30/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethics Hour: Ethics in the Real World (Webinar) (25WA-1993)25WA-1993 | *The difficult trade-offs in making choices*Functioning in the 'gray' areas*The value of trust*Consequences of 'short-term it-is'*How lack of accountability can lead to ethical issues | Minges Don Karwic Richard A |
| 6/18/2025 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Form 1120S: Preparation and Analysis (Webinar) (25WA-1845)25WA-1845 | *Understanding the definition and requirements of an S corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders*Income and Deductions: Understanding the different types of income and deductions that an S corporation can have, including ordinary income, capital gains and losses, depreciation, and expenses.*Shareholder Basis: Understanding the shareholder's basis in the S corporation, how to calculate it, and the impact of distributions on the basis.*Reporting Requirements: Understanding the different reporting requirements for Form 1120S, including Schedule K-1, Schedule L, Schedule M-2, and Schedule M-3*Tax Planning: Understanding the tax planning strategies available to S Corporations and their shareholders, including tax deferral, income shifting, and tax-free reorganizations | Werner Arthur J |
| 6/11/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethics Hour: Deceit and the Whys Behind the Lies - Understanding Ethics (Webinar) (25WA-1996)25WA-1996 | *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 | Minges Don Mims Robert |
| 6/18/2025 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 2 (Cryptology) (Webinar) (25WA-1811)25WA-1811 | *Forensic Accounting*Accounting*Finance*Auditing | Fountain Lynn |
| 6/10/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Inventory Accounting GAAP, Software and Recognizing Variances (Webinar) (25WA-2285)25WA-2285 | *Inventory accounting*GAAP*Methods for dealing with variances | Daly John L |
| 6/28/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| CANCELLED - World-Class Cost Accounting: A Practical Application (Part 1) (Webinar) (25WA-2053)25WA-2053 | *Beginning and intermediate cost principles automatically included *Covers manufacturing materials, labor, period mfg inefficiencies*How to efficiently trace the above costs to products*Substantially reduce manufacturing overhead allocation by 60% or more*ABC analysis is embedded in the MFG cost system without the need for a separate ABC implementation project | |
| 6/19/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| How to Make Difficult People Disappear...Without Going to Jail (Webinar) (25WA-1926)25WA-1926 | *Team dynamics*Influence*Organizational behavior*Leadership | |
| 6/14/2025 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Digital Forensics (Webinar) (25WA-2264)25WA-2264 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/27/2025 | 11 a.m. - 12:35 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| DEI in the Remote Work Era (Webinar) (25WA-1709)25WA-1709 | *DEI*Employee engagement*Remote work*Organizational culture*Employee relations | |
| 6/6/2025 | 8 - 9:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Everyday Ethics: Ethics is Everywhere, All the Time! featuring Richard A. Karwic and Don Minges (Webinar) (25WA-1635)25WA-1635 | *Be careful of;*Whom you trust, and*What you easily dismiss*Beware of our internal biases*What are your biases?*The need to consider situations from multiple perspectives | Minges Don Karwic Richard A |
| 6/4/2025 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| It Is Legal, But Is It Really Ethical?, featuring Rob Berry and Bob Mims (Webinar) (25WA-1784)25WA-1784 | *Is 'legal' the same as 'ethical'?*Why or why not?*The value of using the Code of Professional Conduct properly*Resolving situations where the two are divergent | Mims Robert Berry Robert |
| 6/10/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| CANCELLED - World-Class Cost Accounting: A Practical Application (Part 2) (Webinar) (25WA-1689)25WA-1689 | *Covers fixed and variable MGH overhead of the production department*Covers MFG overhead of the manufacturing support departments*Identifying certain MFG overhead costs as variable that typically are classified as fixed | |
| 6/5/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Forensic Data Analytics Supercourse for Fraud Prevention and Detection (Webinar) (25WA-1774)25WA-1774 | *Forensic data analytics*Fraud prevention and detection*Data validation and methodologies*COSO's Fraud Risk Management Guide principles*Innovations in anti-fraud technology | Walden Vincent |
| 6/9/2025 | 11 a.m. - 6:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Thrive Amidst the Chaos: Three Steps to Increase Your Energy and Learn to Dance in the Rain (Webinar) (25WA-2164)25WA-2164 | *Health and Wellness*Burnout*Stress Management*Employee Engagement | |
| 6/24/2025 | 10 - 11 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Defending Your Workplace Culture: Tackling the 4 Biggest Threats to Your Team Engagement and Cohesion (Webinar) (25WA-1611)25WA-1611 | *Workplace Culture*Team Culture*Employee Engagement*Employee Experience*Communication*Leadership | |
| 6/3/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (25WA-1359)25WA-1359 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 | Pembrook Chris Crawford Frank W |
| 5/21/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Cash Conversion Cycle: Tool and Techniques (Webinar) (25WA-2171)25WA-2171 | *Understanding the timing elements of your day's working capital*The impact of inventory on the Cash Conversion Cycle*How vendors and customers can help your cash conversion cycle*Planning and forecasting for a healthy cash flow*Assorted management tips to control the Cash Conversion Cycle | Karwic Richard A |
| 6/25/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controller Function: Elevating the Role (Webinar) (25WA-2073)25WA-2073 | *Accounting*Finance*Auditing*Business Development | Fountain Lynn |
| 6/20/2025 | 8 - 9:20 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Accounting for Leases (Webinar) (25WA-1614)25WA-1614 | *Accounting*Finance*Financial Statement Preparation | Fountain Lynn |
| 6/3/2025 | 6 - 8:25 a.m. | Online | 2.6 CPE (2.6 tech, 0 non-tech) | |
| Employment Law 101 (Webinar) (25WA-1957)25WA-1957 | *Title VII*Americans With Disabilities Act*Age Discrimination in Employment Act *Family Medical Leave Act *Fair Labor Standards Act *Equal Pay Act *National Labor Relations Act *Fair Credit Reporting Act | Ackels Alana K. |
| 6/16/2025 | 8 - 9:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Progressive Management Accounting (Webinar) (25WA-2099)25WA-2099 | *A taxonomy of accounting: tax, financial, managerial*A spectrum of direct and indirect absorption costing*Fact-based Data with Activity Based Costing (ABC )*Why do we need advanced management accounting techniques, such as ABC?*How the ABC cost assignment network structure connects costs to products and sales channels*Learn to use ABC to manage product, service-line, channel, and customer profitability*Understand two views of costs: (1) process view versus (2) product view*Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques*Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction*Applying "Attributes" to assess "value-added costs" and "costs of quality (COQ)"*The Shift in ROI's Source from Tangible to Intangible Assets*Increasing the ROI from information -- with Corporate Performance Management (CPM) as a Value-Multiplier*Accelerating the Rate of Adoption for Implementing and CPM*Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social / cultural*How to overcome behavioral resistance to change | Cokins Gary |
| 6/21/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Productivity Hacks for Working Remote (Webinar) (25WA-2331)25WA-2331 | *Virtual Work*Remote Work*Telecommuting*Flexible Work Options | |
| 6/30/2025 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Clear. Confident. Compelling. Communication Strategies for Women in Business (Webinar) (25WA-1393)25WA-1393 | *What behaviors detract from the value that you bring to the table and negatively influence the respect your staff and colleagues have for you*What your body language may be communicating about your overall confidence, capability, and self-assuredness*More effective ways to communicate as a female leader*Skills to display and communicate confidence while inspiring trust and increasing credibility | |
| 5/22/2025 | 2 - 3:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Ethics Hour: I Can't Believe This Really Happened - Real World Ethics Stories (Webinar) (25WA-1532)25WA-1532 | *Understanding how to make ethical choices*How to solve problems compassionately*Dealing with bad behavior*Learning from real world situations | Berry Robert Daly John L |
| 5/30/2025 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Resolving Ethical Conflicts (Webinar) (25WA-1902)25WA-1902 | *Standards and techniques for resolving ethical conflict*How to have a conversation about a tough issue without having it destroy the relationship*What to do when talking fails | Daly John L |
| 6/14/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Navigating Leaves of Absence (Webinar) (25WA-1955)25WA-1955 | *Family Medical Leave Act - full time and intermittent*Americans With Disabilities Act *Special rules for managers *Handling fraud, abuse, and performance issues in connection with a leave of absence | Ackels Alana K. |
| 6/16/2025 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| When Leadership Fails (Webinar) (25WA-1910)25WA-1910 | *Who's responsible*The importance of policies and procedures*The development, implementation and monitoring of internal controls*There is no excuse*Who steals*The Tone At the Top and the Big Monkey Theory | Dycus Dennis F |
| 6/14/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Drive Results with Metrics (Webinar) (25WA-2098)25WA-2098 | *Performance metrics*Budgets | Daly John L |
| 6/21/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Achieving Balance in Work and Life: Part 2 (Webinar) (25WA-1734)25WA-1734 | *Why we get off balance and how to overcome those tendencies*Methods that turbo charge motivation, health and happiness*The power of culture and friends to affect our lives*The importance of clear intention in order to effect change that lasts | Robinson Jonathan |
| 6/7/2025 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| KPI Bootcamp for Small Businesses (Webinar) (25WA-1944)25WA-1944 | *Why measure things?*The ROKS Express method*Goals check - identifying your business objectives and Key Results*Selecting your KPI candidates using the KPI Definition Manual*Shortlisting - Picking the very best KPIs from your KPI Candidates*Tuning your KPI definitions*Going Live | |
| 6/16/2025 | 3 - 7:40 p.m. | Online | 5 CPE (0 tech, 5 non-tech) | |
| What's Going on at the AICPA (Webinar) (25WA-1457)25WA-1457 | *Group Audits*Quality Management*Less Complex Entities | Galasso Melisa |
| 5/26/2025 | 2 - 6 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Sticky Ethical Choices, featuring Bob Mims and Don Minges (Webinar) (25WA-2147)25WA-2147 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board | Mims Robert Minges Don |
| 6/24/2025 | 2 - 2:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Assessing the Real Ethics of an Organization?, featuring Joe Oringel, MBA, CPA, CIA and Don Minges, MBA (Webinar) (25WA-1632)25WA-1632 | *What are the signs of an ethical versus unethical organization?*The need for clear policies*Policies should be detailed, clear and unambiguous*The importance of 'doing the right thing when no one else is looking'*How exceptions offer opportunities to the unethical*Should exceptions be allowed? | Minges Don |
| 6/4/2025 | 9 - 9:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Data Extraction, Transformation, Validation the Right Data Sources for Analysis (Webinar) (25WA-1950)25WA-1950 | *Understand various data types *Structured vs. unstructured data*Completeness and validation testing*Selecting the right data sources for the job*Risks and pitfalls to avoid | Walden Vincent |
| 6/16/2025 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Strategies for Guiding Clients Through Challenging Situations: Tax Insights (Webinar) (25WA-1588)25WA-1588 | *Navigating the tax and non-tax dimensions of divorce.*Unveiling tax and non-tax considerations in personal bankruptcy, debt cancellation, foreclosure, repossession, and bad debt reporting.*Exploring the tax and non-tax aspects of personal relationship matters, encompassing cohabitation, property rights, premarital agreements, filing status, exemptions, and dependents.*Grasping the intricacies of support considerations for spouses and former spouses.*Addressing support matters for children of divorced or separated parents, alongside the tax treatment of back child support.*Delving into the business implications in instances of business dissolution.*Tackling specialized topics, including marital property rules, tax rate comparisons for married and unmarried individuals, head of household status, and treatment of refunds and deficiencies. | Werner Arthur J |
| 6/2/2025 | 8 a.m. - 3:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI, ChatGPT (Webinar) (25WA-1773)25WA-1773 | *AI and ChatGPT*Machine learning & predictive transaction tagging*Profiles of an improper or corrupt vendor payment*Data Sharing Consortium and Split Learning Techniques*Cryptocurrency trends and applications from an accountant's perspective | Walden Vincent |
| 6/9/2025 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Why Can't We All Just Get Along? Understanding and Appreciating Our Differences (Webinar) (25WA-1476)25WA-1476 | *Emotional Intelligence*Communication*Teamwork | |
| 5/27/2025 | 12 - 1:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Resolving Ethical Conflicts (Webinar) (25WA-2174)25WA-2174 | *Standards and techniques for resolving ethical conflict*How to have a conversation about a tough issue without having it destroy the relationship*What to do when talking fails | Daly John L |
| 6/25/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| What Does Fraud Look Like? (Webinar) (25WA-1496)25WA-1496 | *Why auditors fail to detect fraud*Usual vs an unusual transaction*Why fraud and stupid often look exactly the same*The importance of establishing the Perception of Detection*The number one reason fraud occurs*Looking for things that should be there*Looking for things that should not be there | Dycus Dennis F |
| 5/28/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| It Is Legal, But Is It Really Ethical?, featuring Rob Berry and Bob Mims (Webinar) (25WA-2275)25WA-2275 | *Is 'legal' the same as 'ethical'?*Why or why not?*The value of using the Code of Professional Conduct properly*Resolving situations where the two are divergent | Mims Robert Berry Robert |
| 6/28/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Inventory Accounting GAAP, Software and Recognizing Variances (Webinar) (25WA-1598)25WA-1598 | *Inventory accounting*GAAP*Methods for dealing with variances | Daly John L |
| 6/3/2025 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Living to 100: The Challenges that Longevity Presents to Financial Planning for Clients (Webinar) (25WA-1378)25WA-1378 | *Proactive planning to address issues of longevity*Major issues involved in longevity --positive and negative*Tools and Resources *Expanding your skill set to address non-financial client issues | |
| 5/21/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Creative Strategies for Buying, Selling or Gifting a Business (Webinar) (25WA-2015)25WA-2015 | *Valuation methods for business interests*Stock purchase versus asset purchase*Estate transfer and tax considerations*Gifting strategies for business interests*Trusts and partnerships in business transfers*Self-canceling installment notes in transactions*Transferring S corporation stock to trusts*Business interest transfer with Employee Stock Ownership Plan (ESOP) | Werner Arthur J |
| 6/18/2025 | 8 a.m. - 3:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| ProActive Response Group De-Escalation Training (Webinar) (25WA-2293)25WA-2293 | *Definition of De-Escalation*Recognizing Anger*Situational Awareness*LOWLINE Technique*MR EBS Technique*Posturing*Controlling the Environment | Ayers Chad Sexton Andy |
| 6/28/2025 | 9 - 9:55 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 5 Steps to Cultivate a Values-Based Approach to Governance (Webinar) (25WA-1887)25WA-1887 | *Employee engagement*Values-based governance*Organizational culture*Employee relations | |
| 6/13/2025 | 8 - 9:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (25WA-2004)25WA-2004 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 | Crawford Frank W Pembrook Chris |
| 6/18/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Getting on Top of it All: How to Work Smarter, Not Harder - Part 1 (Webinar) (25WA-1744)25WA-1744 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all | Robinson Jonathan |
| 6/7/2025 | 10 a.m. - 1:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Getting on Top of it All: How to Work Smarter, Not Harder - Part 2 (Webinar) (25WA-1930)25WA-1930 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all | Robinson Jonathan |
| 6/14/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Top Employment Tools to Protect Your Business and Recommend to Business Clients (Webinar) (25WA-1978)25WA-1978 | *arbitration agreements*confidentiality agreements *restrictive covenants *training *severance agreements | Ackels Alana K. |
| 6/17/2025 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 1065: Understanding Partnerships Tax Returns (Webinar) (25WA-1960)25WA-1960 | *Partnership taxation*Different types of partnerships*Tax obligations of partners  *Role of the partnership agreement in tax reporting  *Filing deadlines of Form 1065   | Werner Arthur J |
| 6/16/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Fraud Assessment for Small and Medium Sized Businesses (Webinar) (25WA-2302)25WA-2302 | *The fraud triangle*The fraud savvy model*Symptoms of fraud*Benford's Law*The net worth method*The vulnerability chart*10 steps for action today | O'Brien William |
| 6/28/2025 | 8 - 11:35 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Coaching Skills That Improve Performance (Webinar) (25WA-2280)25WA-2280 | *Coaching*Effective Communication | Lindell James T |
| 6/28/2025 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Communication Miracles at Work and in Life: Part 1 (Webinar) (25WA-1697)25WA-1697 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use | Robinson Jonathan |
| 6/6/2025 | 8 - 11:35 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Yellow Book: From Beginning to End (Webinar) (25WA-2006)25WA-2006 | *Introduction*Foundation and principles*General requirements for complying with Government Auditing Standards*Ethics, independence and professional judgment*Competence and continuing professional education*Quality control and peer review*Standards for financial audits*Standards for attestation engagements and reviews of financial statements | Inzina J. Michael |
| 6/18/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Indirect Rate Recovery for Non-Profits and Pass-Through Entities (Webinar) (25WA-1525)25WA-1525 | *Indirect rates*Sub-recipient relationship with PTEs*PPP loan forgiveness credit*The District of Columbia and MD laws on settlement of indirect rates with PTEs*10% de mnimis rate vs. indirect rate negotiation | Calabrese Paul H. |
| 5/29/2025 | 8 - 9:10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Planning for Small Business Success (Webinar) (25WA-1716)25WA-1716 | *The integrated planning model          *The strategic plan       *Linkage with Performance Based Management        *Tracking success       *Real world examples     | O'Brien William |
| 6/6/2025 | 8 - 11:45 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Comprehensive Estate Planning: Administration and Postmortem Strategies (Webinar) (25WA-2050)25WA-2050 | *Introduction to Estate Administration*How to Read a last will and testament*Understanding the Entities*Administration the Estate and Orderly Process*The Probate process and the courts*Special Issues in Estate Administration*Postmortem Issues Regarding Income Taxation of Descendants and Estates*Post Mortem Opportunities on the Estate Income Tax Return*Available Post Mortem Estate Tax Elections*Portability Election*Disclaimers | Werner Arthur J |
| 6/19/2025 | 10 a.m. - 6 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Personal Leadership Skills (Webinar) (25WA-1596)25WA-1596 | *Leadership*Personality Types*Communication*Memory | Lindell James T |
| 6/3/2025 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Cash Conversion Cycle: Tool and Techniques (Webinar) (25WA-1445)25WA-1445 | *Understanding the timing elements of your day's working capital*The impact of inventory on the Cash Conversion Cycle*How vendors and customers can help your cash conversion cycle*Planning and forecasting for a healthy cash flow*Assorted management tips to control the Cash Conversion Cycle | Karwic Richard A |
| 5/26/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Coaching and Counseling: Performance Management (Webinar) (25WA-2187)25WA-2187 | *Setting and resetting performance expectations.*On-the-spot counseling.*Addressing erratic performance.*Drafting and presenting performance appraisals. | Mirarchi Michael |
| 6/25/2025 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Fraud Assessment for Small and Medium Sized Businesses (Webinar) (25WA-1990)25WA-1990 | *The fraud triangle*The fraud savvy model*Symptoms of fraud*Benford's Law*The net worth method*The vulnerability chart*10 steps for action today | O'Brien William |
| 6/17/2025 | 5 - 8:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Shortcuts to Personal and Professional Success (Webinar) (25WA-1781)25WA-1781 | *What really leads to success in the modern world*The five things that correlate with fulfillment*The five skills that lead to personal success*Why "inner technology" is so important to succeed*Mastering the Art of Communication*Why communication is so important*The five mistakes people often make when they communicate*How to solve problems without bruising egos*How to get people to want to work with you*The Magic of Motivation*The key to success is consistency*Why people normally don't stay motivated, and how to overcome this*Why procrastination is a problem, and how it can be easily handled*How to motivate other people*Overcoming Your Fears*Why people have fears, and how they can be overcome*The three skills needed to overcome any fear*Identifying the fears that stop you, and creating a plan to overcome them*Â What makes people really happy--and what doesn't*The three most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to tap into a greater sense of purpose and meaning*How to use positive psychology principles to help your business | Robinson Jonathan |
| 6/9/2025 | 10 a.m. - 5:45 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Performance Auditing Made Easy (Webinar) (25WA-2201)25WA-2201 | *Performance audit standards*Performance audit types*Performance audit objectives | Cotton David L |
| 6/26/2025 | 6 - 7:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Business Valuation Fundamentals (Webinar) (25WA-2040)25WA-2040 | *Business Valuation Fundamentals*The Objective - What type of report is needed?*The Process*Agreed Upon Procedures*Calculation of Value*Conclusion of Value*Industry*Sanity Checks -- Would you pay or accept the value if it were your company?*Â | |
| 6/19/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Controllership Series: The Controller's Role in Financial Forecasting (Webinar) (25WA-2043)25WA-2043 | *Accounting*Finance | Fountain Lynn |
| 6/19/2025 | 3 - 4:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Coaching Leaders to Handle Sensitive Employee Relations Situations (Webinar) (25WA-2214)25WA-2214 | *Employee complaints*Personality and attitude problems*Performance counseling*Personal hygiene problems*Disability-related performance issues*Misconduct due to mental conditions | Mirarchi Michael |
| 6/26/2025 | 2 - 3:05 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| The Art of Marketing for CPAs (Webinar) (25WA-1986)25WA-1986 | *Why marketing and self promotion are so important today*What keeps people from learning this skill, and how to overcome those obstacles*How to get people (your boss, co-workers or clients) to like working with you*How to sell someone on your services in a single minute*How to attract more clients or the attention of your boss in a way that "wows" them*How to get referrals from your clients or glowing reviews from your boss*The 3 communication skills every business person needs to master, and why*The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career | Robinson Jonathan |
| 6/17/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners (Webinar) (25WA-1474)25WA-1474 | *Communication*Leadership*Character*Behavior | |
| 5/27/2025 | 6 - 7:50 p.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
| The Controllership Series: Financial Statement Preparation (Webinar) (25WA-1371)25WA-1371 | *Accounting*Finance*Financial Statement Preparation | Fountain Lynn |
| 5/21/2025 | 3 - 5:25 p.m. | Online | 2.6 CPE (2.6 tech, 0 non-tech) | |
| Transforming Strategic and Financial Management with ChatGPT: Insights for CPAs, CFOs and Controllers (Webinar) (25WA-2008)25WA-2008 | *Recognize the variety of ChatGPT uses in accounting.*Determine how to use ChatGPT.*Identify how ChatGPT improves customer, vendor, and industry research.*Recognize how ChatGPT aids in financial benchmarking.*Identify how ChatGPT can assist in financial analysis, budgeting and forecasting. | Lindell James T |
| 6/18/2025 | 10 a.m. - 12 p.m. | Online | 2.2 CPE (1 tech, 1.2 non-tech) | |
| Giving Feedback that Delivers Results (Webinar) (25WA-1580)25WA-1580 | *Communicaiton*Performance Reviews*Feedback*Management*Leadership | |
| 6/2/2025 | 8 - 9:20 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Small HR Team, Big Impact: 3 Employee Engagement Strategies for Lean HR Departments (Webinar) (25WA-1981)25WA-1981 | *HR Leadership*Small HR Teams*HR Department of One*Employee Engagement*Employee Experience*Employee Journey | |
| 6/17/2025 | 8 - 9:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Fringe Benefit Planning: Today and Beyond (Webinar) (25WA-2325)25WA-2325 | *Fringe Benefit Planning Fundamentals*Strategies Tailored for Business Owners and Employees*Navigating IRC §132 Fringe Benefit Option*Cafeteria Plans Demystified*Tax Management in Compensation Planning*Understanding the Implications of Dependent Care and Educational Assistance Plans*Implementing Flexible Spending Account Plans Effectively*Design Features and Regulations of Group Term Life Insurance Plans*Medical Savings Accounts Regulations*Financing Options for Retiree Medical Benefits*Health Care Benefits: Insured Plan vs. HMO Comparison*ERISA Reporting and Disclosure Requirements*IRC Common Control RulesOverview of Age and Sex Discrimination Rules | Werner Arthur J |
| 6/30/2025 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Business Valuation Fundamentals (Webinar) (25WA-2297)25WA-2297 | *Business Valuation Fundamentals*The Objective - What type of report is needed?*The Process*Agreed Upon Procedures*Calculation of Value*Conclusion of Value*Industry*Sanity Checks -- Would you pay or accept the value if it were your company?*Â | |
| 6/28/2025 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 360 Budgeting: A Holistic Approach to Process and Solutions (Webinar) (25WA-1878)25WA-1878 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 6/13/2025 | 11 a.m. - 7:15 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's 2023 Mastering Advanced Excel Functions (Webinar) (25WA-1558)25WA-1558 | *Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays*How to use "legacy" features and functions such as AGGREGATE*Creating effective forecasts in Excel | Stephens Tommy G |
| 5/31/2025 | 4 - 7:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Business Consulting for CPAs (Webinar) (25WA-2093)25WA-2093 | *What is Business Consulting?*Identify the types of Management services your firm could offer.*How to become the trusted advisor -- identification of client's needs?*Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements.*Know what it takes to create a valuable outcome for the client.*Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants.*Learn techniques to become a more effective consultant.*Professional standards application | Lindell James T |
| 6/21/2025 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Role of HR in Business Sustainability (Webinar) (25WA-2108)25WA-2108 | *What is "Sustainability" in business today?*SHRM publications about sustainability*Sustainability for the world, organizations and individuals*Key HR opportunities for promoting sustainability to improve performance and reduce risk | |
| 6/21/2025 | 10 - 11:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Business Intelligence (BI) and Business Analytics (BA) (Webinar) (25WA-1877)25WA-1877 | *The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data*Why the interest in BI and BA?*The analytics continuum*How BA can provide a competitive advantage*The difference between BI and BA*The difference between forecasting and predictive analytics*Fundamentals of analytical techniques*Examples for the CFO and accounting function*Benefits from applying analytics*The impact of artificial intelligence (AI) on the accounting profession | Cokins Gary |
| 6/13/2025 | 2 - 3:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Tax Power Ethics for Tax Professionals (Webinar) (25WA-1621)25WA-1621 | *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*Â | |
| 6/3/2025 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: The Treasury Function Part 1 - Cash and Investing (Webinar) (25WA-2085)25WA-2085 | *Accounting*Finance*Cash Investments | Fountain Lynn |
| 6/20/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| A Practitioner's Guide to IRAs and Qualified Retirement Plans (Webinar) (25WA-2021)25WA-2021 | *Traditional and Roth IRAs: Understanding retirement savings options*SEP and SIMPLE IRAs: Exploring retirement plans for small businesses*Qualified Plans: Navigating employer-sponsored retirement plans*Defined Benefit and Defined Contribution Plans: Comparing retirement plan structures*401(k) Plans: Maximizing benefits with employer-sponsored options*Retirement Plan Selection: Choosing the best plan for individual client needs*Minimum Distribution Rules: Ensuring compliance and understanding withdrawal regulations*Tax Implications: Analyzing the tax consequences of retirement plan decisions*Retirement Planning Strategies: Implementing effective strategies for client financial goals | Werner Arthur J |
| 6/18/2025 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Anti-Bullying and Sensitivity (Webinar) (25WA-1915)25WA-1915 | *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? | |
| 6/14/2025 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Forensic Data Analytics Supercourse for Fraud Prevention and Detection (Webinar) (25WA-1545)25WA-1545 | *Forensic data analytics*Fraud prevention and detection*Data validation and methodologies*COSO's Fraud Risk Management Guide principles*Innovations in anti-fraud technology | Walden Vincent |
| 5/30/2025 | 9 a.m. - 4:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges (Webinar) (25WA-2276)25WA-2276 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics | Karwic Richard A Minges Don |
| 6/28/2025 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Profitability Pricing: Boost your Bottom Line (Webinar) (25WA-1874)25WA-1874 | *Competitive bids*Achieving target profitability  | Daly John L |
| 6/13/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Fraud Risk Management (Webinar) (25WA-2281)25WA-2281 | *Fraud risk management*Fraud risk assessments*Data analytics*Fraud risk management tools | Cotton David L |
| 6/28/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Digital Forensics (Webinar) (25WA-1812)25WA-1812 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/10/2025 | 9 - 10:35 a.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| How to Make Difficult People Disappear...Without Going to Jail (Webinar) (25WA-1864)25WA-1864 | *Team dynamics*Influence*Organizational behavior*Leadership | |
| 6/12/2025 | 6 - 7 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Cryptocurrencies for the CFO: Explaining Blockchain (Webinar) (25WA-1488)25WA-1488 | *What is money?*What are digital assets?*Understanding the what, why, and how of cryptocurrencies*Understanding the what, why, and how of blockchain*NFT's (Non-Fungible Tokens), their role and impact*Explaining the crypto language | Mims Robert |
| 5/27/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Art of Marketing for CPAs (Webinar) (25WA-1783)25WA-1783 | *Why marketing and self promotion are so important today*What keeps people from learning this skill, and how to overcome those obstacles*How to get people (your boss, co-workers or clients) to like working with you*How to sell someone on your services in a single minute*How to attract more clients or the attention of your boss in a way that "wows" them*How to get referrals from your clients or glowing reviews from your boss*The 3 communication skills every business person needs to master, and why*The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career | Robinson Jonathan |
| 6/9/2025 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity (Webinar) (25WA-1477)25WA-1477 | *Emotional Intelligence*Management Skills*Teamwork*Customer Relations | |
| 5/27/2025 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Coaching Leaders to Handle Sensitive Employee Relations Situations (Webinar) (25WA-1883)25WA-1883 | *Employee complaints*Personality and attitude problems*Performance counseling*Personal hygiene problems*Disability-related performance issues*Misconduct due to mental conditions | Mirarchi Michael |
| 6/13/2025 | 12 - 1:05 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| New Mergers and Acquisitions: Tricks, Traps and Terrors (Webinar) (25WA-1756)25WA-1756 | *Business Management*Organization | Lindell James T |
| 6/9/2025 | 9 a.m. - 12:50 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
| Mergers and Acquisitions: Tips and Speed Bumps to Avoid (Webinar) (25WA-2170)25WA-2170 | *Making strategic acquisitions*Identifying potential acquisition candidates*Alternatives to M&A*Identifying and understanding organizational culture*Understanding the keys to effective and efficient due diligence*Planning and executing an effective integration*Key considerations | Karwic Richard A |
| 6/25/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Navigating Difficult Conversations with Clients (Webinar) (25WA-1835)25WA-1835 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership*Customer Service | |
| 6/11/2025 | 2 - 3:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Was it Fraud or Just Poor Audit Quality? (Webinar) (25WA-1568)25WA-1568 | *Financial statement manipulation*Ethics enforcement process*Auditor conflicts of interest | Cotton David L |
| 6/2/2025 | 2 - 3:30 p.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
| GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (25WA-1526)25WA-1526 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 | Crawford Frank W Pembrook Chris |
| 5/29/2025 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Planning for Small Business Success (Webinar) (25WA-2299)25WA-2299 | *The integrated planning model          *The strategic plan       *Linkage with Performance Based Management        *Tracking success       *Real world examples     | O'Brien William |
| 6/28/2025 | 12 - 3:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Mastering Charitable Remainder Trusts and Form 5227 Compliance (Webinar) (25WA-1805)25WA-1805 | *Introduction to Charitable Remainder Trusts (CRTs)*Types of CRTs and their Benefits*Formation and Funding of CRTs*Identifying Suitable Candidates for CRTs*Understanding Form 5227: An Overview*Line-by-Line Breakdown of Form 5227*Reporting Trust Assets and Income*Distributions and Charitable Beneficiaries*Compliance Updates and Recent Changes to Form 5227*Best Practices for Accurate Completion and Filing | Werner Arthur J |
| 6/10/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Automation For Increasing Personal Efficiency And Effectiveness (Webinar) (25WA-1381)25WA-1381 | *Automation opportunities*Understanding integration platforms*Productivity tips, tricks, and applications*Tips and tricks for saving valuable time | Yoss Stephen M |
| 5/21/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Minimizing Workplace Warfare (Webinar) (25WA-1667)25WA-1667 | *Sources of Workplace Conflict*Conflict Resolution Strategies*Communication Skills and Active Listening*Conflict Management Techniques | |
| 6/5/2025 | 6 - 7:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Psychology of Fraud (Webinar) (25WA-2237)25WA-2237 | *Fraud*Fraud Triangle | Cotton David L |
| 6/27/2025 | 8 - 9:20 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Rewards and Recognition Strategies for Leaders (Webinar) (25WA-2195)25WA-2195 | *Leadership*Recognition*Total Rewards*Employee Engagement | |
| 6/25/2025 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Enact Retaliation Abatement and Monitoring Measures (Webinar) (25WA-1433)25WA-1433 | *Retaliation prevention*Retaliation monitoring*Speak up culture*Ethical culture | |
| 5/23/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Feeling Stressed from Change and Uncertainty? How to Stay Positive when Things Get Tough (Webinar) (25WA-1668)25WA-1668 | *Change management*Leadership | |
| 6/5/2025 | 6 - 7:35 p.m. | Online | 1.6 CPE (0 tech, 1.6 non-tech) | |
| Getting on Top of it All: How to Work Smarter, Not Harder - Part 2 (Webinar) (25WA-1782)25WA-1782 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all | Robinson Jonathan |
| 6/9/2025 | 12 - 3:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Drive Results with Metrics (Webinar) (25WA-2177)25WA-2177 | *Performance metrics*Budgets | Daly John L |
| 6/25/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Coaching and Counseling: Addressing Misconduct (Webinar) (25WA-2188)25WA-2188 | *Insubordination*Personality and attitude problems.*Generalized disparaging comments*Previously unaddressed conduct.*Misconduct due to mental condition*Corrective action meetings and documentation.*Attendance control. | Mirarchi Michael |
| 6/25/2025 | 1 - 2:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Giving Feedback that Delivers Results (Webinar) (25WA-2001)25WA-2001 | *Communicaiton*Performance Reviews*Feedback*Management*Leadership | |
| 6/18/2025 | 12 - 1:20 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 5 Ways Your Onboarding Process Fails to Engage and Retain New Hires (Webinar) (25WA-2249)25WA-2249 | *Employee Onboarding*Employee Experience*Employee Engagement*Communication*Leadership | |
| 6/27/2025 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Prevention and Detection of Fraud in Small Businesses (Webinar) (25WA-2317)25WA-2317 | *The importance of the control environment*The three most common behavioral red flags exhibited by perpetrators*Why it is much more cost effective to prevent fraud than it is to detect fraud*The reason why the small business owner/auditor should think about how they would steal*Who steals and why*Common myths about stealing that are not true*Understanding the concept of risk management | Dycus Dennis F |
| 6/30/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Controller Function: Strategic and Annual Planning (Webinar) (25WA-2042)25WA-2042 | *Accounting*Finance*Auditing | Fountain Lynn |
| 6/19/2025 | 6 - 7:15 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Setting a New Standard for Quality: Practical Guidance to Implement the AICPA's New Quality Management Standards (Webinar) (25WA-1377)25WA-1377 | *​​​​​​Quality Management Standards*Risk Management*Compliance and Adoption | |
| 5/21/2025 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Accommodation Requests, Substance Abuse and Contagious Infections (Webinar) (25WA-1424)25WA-1424 | *Accommodation requests - religious practices*Accommodation requests - disabilities*Substance Abuse - constructive confrontation*Substance Abuse - duty to accommodate as a disability*Disclosures of potentially contagious infections | Mirarchi Michael |
| 5/23/2025 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| DEI in the Remote Work Era (Webinar) (25WA-1924)25WA-1924 | *DEI*Employee engagement*Remote work*Organizational culture*Employee relations | |
| 6/14/2025 | 10 - 11:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Shortcuts to Personal and Professional Success (Webinar) (25WA-2298)25WA-2298 | *What really leads to success in the modern world*The five things that correlate with fulfillment*The five skills that lead to personal success*Why "inner technology" is so important to succeed*Mastering the Art of Communication*Why communication is so important*The five mistakes people often make when they communicate*How to solve problems without bruising egos*How to get people to want to work with you*The Magic of Motivation*The key to success is consistency*Why people normally don't stay motivated, and how to overcome this*Why procrastination is a problem, and how it can be easily handled*How to motivate other people*Overcoming Your Fears*Why people have fears, and how they can be overcome*The three skills needed to overcome any fear*Identifying the fears that stop you, and creating a plan to overcome them*Â What makes people really happy--and what doesn't*The three most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to tap into a greater sense of purpose and meaning*How to use positive psychology principles to help your business | Robinson Jonathan |
| 6/28/2025 | 10 a.m. - 5:45 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Let's End Business Ethics (Webinar) (25WA-1758)25WA-1758 | *Ethics defined*Are there business ethics?*How to identify ethical issues*Deciphering your ethical code*Why ethical behavior is good for your business*How to make ethical decisions | Levy John F |
| 6/9/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Audit Risk Assessment in Plain English (Webinar) (25WA-1743)25WA-1743 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment*Â | Crawford Frank W Pembrook Chris |
| 6/7/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllers Role in Data Analytics and Big Data (Webinar) (25WA-2260)25WA-2260 | *Accounting*Finance*Financial Statements | Fountain Lynn |
| 6/27/2025 | 9 - 10:20 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| The Controllership Series: The Role of the Controller in ESG (Webinar) (25WA-1806)25WA-1806 | *Accounting*Finance*SG*Operations | Fountain Lynn |
| 6/10/2025 | 6 - 7:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| The Future of Communication: How AI and Synthetic Media Can Transform Your Business (Webinar) (25WA-1639)25WA-1639 | *Communication*Technology*AI*Synthetic Media*Strategy*Leadership*Management*Time Management/Productivity | |
| 6/4/2025 | 12 - 1:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Allison McLeod's 2024 Federal Tax Updates for Business Entities - 4 Hour (Webinar) (25WA-1466)25WA-1466 | *Current business entity tax issues*Any current tax legislation occurring during the period*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues | McLeod Allison M. |
| 5/26/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Controller Function: Inventory Part 2 - Valuation, Inventory Methods and Inventory Fraud (Webinar) (25WA-1370)25WA-1370 | *Accounting*Finance*Procurement*Inventory | Fountain Lynn |
| 5/21/2025 | 1 - 2:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Building Your Own Library of Anti-fraud and Continuous Monitoring Tests (Webinar) (25WA-1952)25WA-1952 | *Build your own forensic data analytics tests around vendors, customers or employees*Expand your knowledge and library of available anti-fraud tests and behavioral algorithms*Align the right tests to the appropriate risks*Practical applications and use cases | Walden Vincent |
| 6/16/2025 | 1 - 2:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| K2's 2023 Ten Must Know Features In Excel (Webinar) (25WA-1361)25WA-1361 | *How to securely and efficiently collaborate with others*Using Excel for optimization scenarios*Creating "audit trails" in Excel*Define "dynamic arrays" and list examples of their benefits | Stephens Tommy G |
| 5/21/2025 | 2 - 3:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| K2's 2023 Advanced QuickBooks Tips And Techniques (Webinar) (25WA-1403)25WA-1403 | *Tips for improving efficiency with QuickBooks and QuickBooks Online*Better reporting when working in QuickBooks environments*Tips for cleaning up QuickBooks and QuickBooks Online instances*Managing inventory more effectively when working with QuickBooks and QuickBooks Online | Stephens Tommy G |
| 5/22/2025 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Controllership Series: Managerial Accounting Basics and Costs (Webinar) (25WA-2262)25WA-2262 | *Accounting*Finance | Fountain Lynn |
| 6/27/2025 | 12 - 1:10 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| The Controller Function: Inventory Part 1 (Webinar) (25WA-2010)25WA-2010 | *Accounting*Finance*Operations | Fountain Lynn |
| 6/18/2025 | 2 - 3:40 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| Maintaining a Harmonious Working Environment (Webinar) (25WA-1831)25WA-1831 | *Disassociating yourself and your employer from discriminatory comments.*Scripts for addressing potential and actual sexual harassment situations.*Consensual relationships between leaders and their subordinates.*Effective violence prevention measures*Survival tactics in active violence situations. | Mirarchi Michael |
| 6/11/2025 | 11 a.m. - 12:20 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| There is NO Such Thing as 'Business Ethics' featuring John Levy and Don Minges (Webinar) (25WA-2149)25WA-2149 | *Should ethical behavior be something that we always do?*Is ethical behavior situational?*Why being ethical will help you succeed personally and professionally*Consequences of not behaving ethically?*Why trust matters?*How we can make better ethical decisions in our professional lives | Minges Don Levy John F |
| 6/24/2025 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| When Leadership Fails (Webinar) (25WA-1971)25WA-1971 | *Who's responsible*The importance of policies and procedures*The development, implementation and monitoring of internal controls*There is no excuse*Who steals*The Tone At the Top and the Big Monkey Theory | Dycus Dennis F |
| 6/17/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Planning for Small Business Success (Webinar) (25WA-1456)25WA-1456 | *The integrated planning model          *The strategic plan       *Linkage with Performance Based Management        *Tracking success       *Real world examples     | O'Brien William |
| 5/26/2025 | 2 - 5:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Walkin', Talkin', Lookin' and Listenin': Or Things Most of Us Don't Do Well (Webinar) (25WA-2289)25WA-2289 | *The importance of making yourself available*How to start a conversation and what to NOT talk about*The art of how to listen*When you don't understand what they just said*Don't fool by equivocations when they respond to a question*Materiality and perception | Dycus Dennis F |
| 6/28/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Doing Debt Differently: Your Roadmap to Changes and Choices for Success (Webinar) (25WA-1863)25WA-1863 | *Education that is also transformation*Key Learning Objectives*A word collage to clarify your starting point with debt*Practical and emotional aspects of debt *Your current story about debt*3 myths and 3 truths about debt that will help you start over*A new philosophy on Doing Debt Differently*Key concepts that lead to success in becoming debt free*A petition for debt freedom*Facing your debt problem and creating relief*The six ways to find relief -- awareness, letting go, identifying debt patterns, creating your new relationship, the alchemy process, inspired actions*Creating your personal plan for debt freedom*Review and tips for continued success*The secret to success is support*How to build your success team | |
| 6/12/2025 | 6 - 10:10 p.m. | Online | 4.4 CPE (0 tech, 4.4 non-tech) | |
| 2024 Business Federal Tax Update (Webinar) (25WA-1653)25WA-1653 | *Thorough exploration of essential IRC Sections pertinent to business income taxation*Comprehensive assessment of recent changes and updates in business taxation*Examination of business changes arising from significant legislative updates*Analysis of pertinent tax code sections, including Section 199A*Addressing tax considerations for various business schedules (C, F, and E)*Navigating partnership, corporation, and LLC taxation issues*Unpacking the complexities of COVID-19-related subsidies and their tax implications*Interaction of Code Section 461(l) with Section 382 and carryover rules*Understanding defaulted loans, bankruptcy implications, and their tax treatment*Grasping the impact of the CARES, HEROES, and HEALS acts on business income taxation*Special rules governing the business use of a home*Reporting requirements for converting personal use property to business use | Werner Arthur J |
| 6/4/2025 | 10 a.m. - 6 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Clear. Confident. Compelling. Communication Strategies for Women in Business (Webinar) (25WA-1663)25WA-1663 | *What behaviors detract from the value that you bring to the table and negatively influence the respect your staff and colleagues have for you*What your body language may be communicating about your overall confidence, capability, and self-assuredness*More effective ways to communicate as a female leader*Skills to display and communicate confidence while inspiring trust and increasing credibility | |
| 6/5/2025 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Design Flexible Work Options To Attract and Retain Your Workforce (Webinar) (25WA-2332)25WA-2332 | *Flexible Work Options*Employee Engagement*Talent Management Strategy | |
| 6/30/2025 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Working Through Grief and Loss: How to Build a Supportive Workplace (Webinar) (25WA-2120)25WA-2120 | *Employee Relations*Culture*Leadership*Employee Retention | |
| 6/21/2025 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| IRS Penalties and Abatements (Webinar) (25WA-1387)25WA-1387 | *Rules on waiver of penalties and interests*Various forms and procedures for requesting relief*First Time Abatement: Requirements and procedures*How an individual taxpayer qualifies for Reasonable Cause abatement*Procedures for requesting refund of paid penalties*Available administrative options | McLeod Allison M. |
| 5/21/2025 | 4 - 6 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| Diversity, Inclusion, Equity and Belonging (Webinar) (25WA-1664)25WA-1664 | *Why should I be thinking about inclusion?*Does racism impact my workplace at all?*Where might I be vulnerable and unaware? | |
| 6/5/2025 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (25WA-1583)25WA-1583 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 | Pembrook Chris Crawford Frank W |
| 6/2/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| I want the TRUTH: Preparing to be an Expert Witness (Webinar) (25WA-2235)25WA-2235 | *Rules of civil and criminal procedure*Applicable standards*Testifying basics*Cross-examination techniques | Cotton David L |
| 6/27/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Balancing Employee and Employer Rights (Webinar) (25WA-2185)25WA-2185 | *Customary management functions.*Delegation of authority.*Implementing changes in terms of employment.*Fundamental duties owed to employer.*Â | Mirarchi Michael |
| 6/25/2025 | 9 - 10:25 a.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| Ethical Situations - What to do When?, featuring Allison McLeod and Don Minges (Webinar) (25WA-1787)25WA-1787 | *Intentions versus results.*Is using the 'Threats Based Approach' always the best?*What is, "The clean hands rule," and how does it apply to Ethics?*Situations where Ethics is not black-and-white.  | McLeod Allison M. Minges Don |
| 6/10/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Was it Fraud or Just Poor Audit Quality? (Webinar) (25WA-1822)25WA-1822 | *Financial statement manipulation*Ethics enforcement process*Auditor conflicts of interest | Cotton David L |
| 6/11/2025 | 8 - 9:30 a.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
| Thrive Amidst the Chaos: Three Steps to Increase Your Energy and Learn to Dance in the Rain (Webinar) (25WA-1506)25WA-1506 | *Health and Wellness*Burnout*Stress Management*Employee Engagement | |
| 5/28/2025 | 12 - 1 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Communication Miracles at Work and in Life: Part 1 (Webinar) (25WA-1908)25WA-1908 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use | Robinson Jonathan |
| 6/14/2025 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Ethics Hour: I Can't Believe This Really Happened - Real World Ethics Stories (Webinar) (25WA-1995)25WA-1995 | *Understanding how to make ethical choices*How to solve problems compassionately*Dealing with bad behavior*Learning from real world situations | Daly John L Berry Robert |
| 6/18/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Building Your Personal Net Worth: Invest in Your Future (Webinar) (25WA-1468)25WA-1468 | *Why people who appear wealthy may be living paycheck to paycheck*Why a millionaire may be living in the ordinary house next door*Early and mid-career strategies for accumulating wealth*Where and how to invest your money*Why fees and commissions should concern you*Strategies for buying stocks, mutual funds and ETFs | Daly John L |
| 5/26/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Managing the Accounting Department (Webinar) (25WA-1595)25WA-1595 | *Accounting*Leadership*Management | Lindell James T |
| 6/3/2025 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Controllership Series: The Controller's Role in Financial Forecasting (Webinar) (25WA-1645)25WA-1645 | *Accounting*Finance | Fountain Lynn |
| 6/4/2025 | 2 - 3:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Indirect Rate Recovery for Non-Profits and Pass-Through Entities (Webinar) (25WA-1884)25WA-1884 | *Indirect rates*Sub-recipient relationship with PTEs*PPP loan forgiveness credit*The District of Columbia and MD laws on settlement of indirect rates with PTEs*10% de mnimis rate vs. indirect rate negotiation | Calabrese Paul H. |
| 6/13/2025 | 12 - 1:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Progressive Management Accounting (Webinar) (25WA-2207)25WA-2207 | *A taxonomy of accounting: tax, financial, managerial*A spectrum of direct and indirect absorption costing*Fact-based Data with Activity Based Costing (ABC )*Why do we need advanced management accounting techniques, such as ABC?*How the ABC cost assignment network structure connects costs to products and sales channels*Learn to use ABC to manage product, service-line, channel, and customer profitability*Understand two views of costs: (1) process view versus (2) product view*Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques*Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction*Applying "Attributes" to assess "value-added costs" and "costs of quality (COQ)"*The Shift in ROI's Source from Tangible to Intangible Assets*Increasing the ROI from information -- with Corporate Performance Management (CPM) as a Value-Multiplier*Accelerating the Rate of Adoption for Implementing and CPM*Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social / cultural*How to overcome behavioral resistance to change | Cokins Gary |
| 6/26/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Estate Planning for Today and Beyond (Webinar) (25WA-2330)25WA-2330 | *Analysis of upcoming trends and anticipated shifts in estate planning practices*Review of legislative updates affecting estate planning strategies*Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency*Integration of digital assets and technology into estate planning frameworks*Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional*relationships | Werner Arthur J |
| 6/30/2025 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Big Picture Mega-Trends, Big Data, and World We Now Face (Webinar) (25WA-1802)25WA-1802 | *On-going world economic trends*Demographic changes and their impact on the economy*Global technology influences*Post Covid workplace*Big data understanding and where is it going*Â Learn to adapt to changing situations | Mims Robert |
| 6/10/2025 | 8:30 - 10:20 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Why Can't We All Just Get Along? Understanding and Appreciating Our Differences (Webinar) (25WA-1856)25WA-1856 | *Emotional Intelligence*Communication*Teamwork | |
| 6/12/2025 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| There is NO Such Thing as 'Business Ethics' featuring John Levy and Don Minges (Webinar) (25WA-1898)25WA-1898 | *Should ethical behavior be something that we always do?*Is ethical behavior situational?*Why being ethical will help you succeed personally and professionally*Consequences of not behaving ethically?*Why trust matters?*How we can make better ethical decisions in our professional lives | Minges Don Levy John F |
| 6/14/2025 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Understanding and Preventing Budget Calamities (Webinar) (25WA-1519)25WA-1519 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 5/29/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Small Business Risk Avoidance (Webinar) (25WA-1461)25WA-1461 | *New perspective on corporate governance*ERM overviewERM-small business approach;*10 steps to take NOW! | O'Brien William |
| 5/26/2025 | 8 - 11:50 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Business Valuation Fundamentals (Webinar) (25WA-1866)25WA-1866 | *Business Valuation Fundamentals*The Objective - What type of report is needed?*The Process*Agreed Upon Procedures*Calculation of Value*Conclusion of Value*Industry*Sanity Checks -- Would you pay or accept the value if it were your company?*Â | |
| 6/12/2025 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Coaching and Counseling: Addressing Misconduct (Webinar) (25WA-1669)25WA-1669 | *Insubordination*Personality and attitude problems.*Generalized disparaging comments*Previously unaddressed conduct.*Misconduct due to mental condition*Corrective action meetings and documentation.*Attendance control. | Mirarchi Michael |
| 6/5/2025 | 6 - 7:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| DEI in the Remote Work Era (Webinar) (25WA-2158)25WA-2158 | *DEI*Employee engagement*Remote work*Organizational culture*Employee relations | |
| 6/24/2025 | 12 - 1:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Estate and Financial Planning for the Older Client (Webinar) (25WA-1688)25WA-1688 | *Medicare and Health Insurance Options*Life Insurance Strategies for Elders*Social Security Planning Considerations*Medicaid Planning and Trusts*Retirement Account Optimization Techniques*Tailored Estate Planning for Older Clients*Long-Term Care and Housing Alternatives*Gifting Strategies in Estate Planning*Unique Financial Challenges of Aging Clients | Werner Arthur J |
| 6/5/2025 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Allison McLeod's 2024 Federal Tax Updates for Business Entities - 8 Hour (Webinar) (25WA-1512)25WA-1512 | *Current business entity tax issues*Any current tax legislation occurring during the period*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues | McLeod Allison M. |
| 5/28/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Common Deficiencies in Employee Benefit Plans (Webinar) (25WA-1452)25WA-1452 | *Common Defiencies*DOL*EBPs | Critcher Melissa G |
| 5/26/2025 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Indirect Rate Recovery for Non-Profits and Pass-Through Entities (Webinar) (25WA-1609)25WA-1609 | *Indirect rates*Sub-recipient relationship with PTEs*PPP loan forgiveness credit*The District of Columbia and MD laws on settlement of indirect rates with PTEs*10% de mnimis rate vs. indirect rate negotiation | Calabrese Paul H. |
| 6/3/2025 | 10 - 11:10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Multistate Taxation: Issues and Planning Opportunities (Webinar) (25WA-1619)25WA-1619 | *Multistate Business Activities*Nexus and Implications*State Taxable Income*Business-Related Issues*Formulas and Their Application*Audit Defense Strategies*State Specific Regulations*Choice of Business Entity*Interstate Commerce Clauses*Domicile in relation to State Death Taxation | Werner Arthur J |
| 6/3/2025 | 10 a.m. - 5:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Staff Retention Keep the Best People (Webinar) (25WA-1450)25WA-1450 | *Remote workforce*Employee retention*Staff turnover | Daly John L |
| 5/26/2025 | 5 - 8 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| The Preparation of Form 706 and 709: Line-by-Line (Webinar) (25WA-2086)25WA-2086 | *Federal Form 706: Overview and Preparation*Federal Form 709: Understanding and Compliance*Portability in Estate Tax Planning*Coordinating Issues for Decedent's Final Income Tax Return*Postmortem Estate Planning Strategies*Recent Legislative Changes: Impact on Estate and Gift Taxation*Integrating Tax Planning into Client Services | Werner Arthur J |
| 6/20/2025 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Diversity, Inclusion, Equity and Belonging (Webinar) (25WA-1394)25WA-1394 | *Why should I be thinking about inclusion?*Does racism impact my workplace at all?*Where might I be vulnerable and unaware? | |
| 5/22/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Modernized Bookkeeping for the CPA (Webinar) (25WA-2234)25WA-2234 | *How to structure/offer repeated services without stretching yourself thin*Types of Tech Stack you should include in your firm*Managing client expectations and building your workflows around them | |
| 6/26/2025 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Making Culture A Competitive Advantage (Webinar) (25WA-2326)25WA-2326 | *Talent Strategy*Culture*Employee Engagement*Employee Retention*Leadership*Leadership Strategy*Â | |
| 6/30/2025 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 1 (Webinar) (25WA-1696)25WA-1696 | *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 | Robinson Jonathan |
| 6/6/2025 | 2 - 5:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Ethics Hour: The Single Best and Most Overlooked Source of Fraud (Webinar) (25WA-1720)25WA-1720 | *One key area to look for fraud?*It is right in front of you, but some auditors fail to see it*Recognize the signals*Look for those who exploit or and game the system(s) | Minges Don Zeune Gary D |
| 6/7/2025 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Promote Internal Whistleblowing and Succeed in Creating a Strong Speak Up Culture (Webinar) (25WA-2054)25WA-2054 | *Speak up culture*Encouraging internal whistleblowing*Ethical culture*Internal complaint reporting processes | |
| 6/19/2025 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Organizational Effectiveness and Communication (Webinar) (25WA-2105)25WA-2105 | *Communication | |
| 6/21/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's CPA Firm Technology and Management Update (Webinar) (25WA-1382)25WA-1382 | *Evolving trends in the accounting profession, including shifts in supplier dynamics*Advanced software solutions tailored for various service lines and niche markets*Innovative automation tools, with an emphasis on AI and machine learning in accounting*Optimized technology stacks to boost productivity and profitability | Stephens Tommy G |
| 5/21/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Untold LinkedIn Hyper-Growth Story (Webinar) (25WA-2019)25WA-2019 | *Talent*Business Growth*People Strategy*Culture*Communication*Trust Strategy | |
| 6/18/2025 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| CANCELLED - World-Class Cost Accounting: A Practical Application (Part 1) (Webinar) (25WA-1654)25WA-1654 | *Beginning and intermediate cost principles automatically included *Covers manufacturing materials, labor, period mfg inefficiencies*How to efficiently trace the above costs to products*Substantially reduce manufacturing overhead allocation by 60% or more*ABC analysis is embedded in the MFG cost system without the need for a separate ABC implementation project | |
| 6/4/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| When Leadership Fails (Webinar) (25WA-2242)25WA-2242 | *Who's responsible*The importance of policies and procedures*The development, implementation and monitoring of internal controls*There is no excuse*Who steals*The Tone At the Top and the Big Monkey Theory | Dycus Dennis F |
| 6/27/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Forensic Data Analytics Supercourse for Fraud Prevention and Detection (Webinar) (25WA-1954)25WA-1954 | *Forensic data analytics*Fraud prevention and detection*Data validation and methodologies*COSO's Fraud Risk Management Guide principles*Innovations in anti-fraud technology | Walden Vincent |
| 6/16/2025 | 9 a.m. - 4:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 5 Ways Your Onboarding Process Fails to Engage and Retain New Hires (Webinar) (25WA-1486)25WA-1486 | *Employee Onboarding*Employee Experience*Employee Engagement*Communication*Leadership | |
| 5/27/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI, ChatGPT (Webinar) (25WA-2226)25WA-2226 | *AI and ChatGPT*Machine learning & predictive transaction tagging*Profiles of an improper or corrupt vendor payment*Data Sharing Consortium and Split Learning Techniques*Cryptocurrency trends and applications from an accountant's perspective | Walden Vincent |
| 6/26/2025 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Cash Conversion Cycle: Tool and Techniques (Webinar) (25WA-1849)25WA-1849 | *Understanding the timing elements of your day's working capital*The impact of inventory on the Cash Conversion Cycle*How vendors and customers can help your cash conversion cycle*Planning and forecasting for a healthy cash flow*Assorted management tips to control the Cash Conversion Cycle | Karwic Richard A |
| 6/12/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 2024 Individual Federal Tax Update (Webinar) (25WA-2049)25WA-2049 | *Form 1040: Precise Tax Submissions*Recent Tax Code Changes: Updated Filings*IRC Sections Analysis: Understanding Tax Regulations*Updates in Income Taxation: Compliance Assurance*New Credits and Deductions: Maximizing Benefits*Complex Income Issues: Tailored Strategies*Itemized Deductions: Informed Client Benefits*Health Considerations: Maximizing Financial Benefits*Regulatory Shifts: Implications on Tax Strategies*Tax Planning Strategies: Client Financial Success | Werner Arthur J |
| 6/19/2025 | 10 a.m. - 6 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Business Valuation Fundamentals (Webinar) (25WA-1642)25WA-1642 | *Business Valuation Fundamentals*The Objective - What type of report is needed?*The Process*Agreed Upon Procedures*Calculation of Value*Conclusion of Value*Industry*Sanity Checks -- Would you pay or accept the value if it were your company?*Â | |
| 6/4/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Top Employment Tools to Protect Your Business and Recommend to Business Clients (Webinar) (25WA-2248)25WA-2248 | *arbitration agreements*confidentiality agreements *restrictive covenants *training *severance agreements | Ackels Alana K. |
| 6/27/2025 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 5 Steps to Cultivate a Values-Based Approach to Governance (Webinar) (25WA-1499)25WA-1499 | *Employee engagement*Values-based governance*Organizational culture*Employee relations | |
| 5/28/2025 | 12 - 1:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| K2's Microsoft 365/Office 365: All The Things You Need To Know (Webinar) (25WA-1559)25WA-1559 | *Understanding the Microsoft 365/Office 365 subscription model*Working with vital 365-based apps and services*Using Teams as your primary collaboration tool*Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription | Stephens Tommy G |
| 5/31/2025 | 8 a.m. - 3:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| 1065: Understanding Partnerships Tax Returns (Webinar) (25WA-1365)25WA-1365 | *Partnership taxation*Different types of partnerships*Tax obligations of partners  *Role of the partnership agreement in tax reporting  *Filing deadlines of Form 1065   | Werner Arthur J |
| 5/21/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| CANCELLED - World-Class Cost Accounting: A Practical Application - 8 Hour Version (Webinar) (25WA-1386)25WA-1386 | *Beginning and intermediate cost principles automatically included *Covers manufacturing materials, labor, period mfg inefficiencies*How to efficiently trace the above costs to products*Substantially reduce manufacturing overhead allocation by 60% or more*ABC analysis is embedded in the MFG cost system without the need for a separate ABC implementation project*Covers fixed and variable MGH overhead of the production department*Covers MFG overhead of the manufacturing support departments*Identifying certain MFG overhead costs as variable that typically are classified as fixed | |
| 5/21/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Achieving Balance in Work and Life: Part 1 (Webinar) (25WA-2066)25WA-2066 | *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 | Robinson Jonathan |
| 6/20/2025 | 3 - 6:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Employment Law 101 (Webinar) (25WA-1548)25WA-1548 | *Title VII*Americans With Disabilities Act*Age Discrimination in Employment Act *Family Medical Leave Act *Fair Labor Standards Act *Equal Pay Act *National Labor Relations Act *Fair Credit Reporting Act | Ackels Alana K. |
| 5/30/2025 | 12 - 1:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Appreciation Intelligence: The New AI (Webinar) (25WA-2162)25WA-2162 | *Languages of appreciation*Appreciation strategies | |
| 6/24/2025 | 8 - 9:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Organizational Effectiveness and Communication (Webinar) (25WA-1395)25WA-1395 | *Communication | |
| 5/22/2025 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| There is NO Such Thing as 'Business Ethics' featuring John Levy and Don Minges (Webinar) (25WA-1636)25WA-1636 | *Should ethical behavior be something that we always do?*Is ethical behavior situational?*Why being ethical will help you succeed personally and professionally*Consequences of not behaving ethically?*Why trust matters?*How we can make better ethical decisions in our professional lives | Levy John F Minges Don |
| 6/4/2025 | 2 - 2:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Just Ask Why: Searching for Answers - Generating Solutions (Webinar) (25WA-1931)25WA-1931 | *The basic benefits of why                         *The 5-15 report            *Curiosity and creativity   | O'Brien William |
| 6/14/2025 | 8 - 11:35 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| I want the TRUTH: Preparing to be an Expert Witness (Webinar) (25WA-1899)25WA-1899 | *Rules of civil and criminal procedure*Applicable standards*Testifying basics*Cross-examination techniques | Cotton David L |
| 6/14/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Communication Miracles at Work and in Life: Part 2 (Webinar) (25WA-2311)25WA-2311 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use | Robinson Jonathan |
| 6/30/2025 | 8 - 11:35 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Six Practical Strategies to Promote Diversity and Inclusion in Your Workplace (Webinar) (25WA-1475)25WA-1475 | *Communication*Leadership*Character*Behavior | |
| 5/27/2025 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Cash Conversion Cycle: Tool and Techniques (Webinar) (25WA-1570)25WA-1570 | *Understanding the timing elements of your day's working capital*The impact of inventory on the Cash Conversion Cycle*How vendors and customers can help your cash conversion cycle*Planning and forecasting for a healthy cash flow*Assorted management tips to control the Cash Conversion Cycle | Karwic Richard A |
| 6/2/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 Automating Your Tax Practice (Webinar) (25WA-1401)25WA-1401 | *Why tax automation is essential*Hardware and software selection*Workflow design*Best practices for ingesting data | Stephens Tommy G |
| 5/22/2025 | 6 - 9:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Emotional Intelligence (Webinar) (25WA-1503)25WA-1503 | *Emotions*Relationships | |
| 5/28/2025 | 8 - 9:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Working Through Grief and Loss: How to Build a Supportive Workplace (Webinar) (25WA-1818)25WA-1818 | *Employee Relations*Culture*Leadership*Employee Retention | |
| 6/10/2025 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Consulting Services Secrets (Webinar) (25WA-1373)25WA-1373 | *Identifying a consulting specialty*Building a practice and translating knowledge into products*Managing consulting projects*Marketing consulting projects*Building a referral network*Contingent fees*Professional standards for consultants | |
| 5/21/2025 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's Optimizing Your Tech Stack For Efficiency and Cost-Effectiveness (Webinar) (25WA-1406)25WA-1406 | *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 | Stephens Tommy G |
| 5/22/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Achieving Balance in Work and Life: Part 2 (Webinar) (25WA-2316)25WA-2316 | *Why we get off balance and how to overcome those tendencies*Methods that turbo charge motivation, health and happiness*The power of culture and friends to affect our lives*The importance of clear intention in order to effect change that lasts | Robinson Jonathan |
| 6/30/2025 | 11 a.m. - 2:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Balancing Employee and Employer Rights (Webinar) (25WA-2135)25WA-2135 | *Customary management functions.*Delegation of authority.*Implementing changes in terms of employment.*Fundamental duties owed to employer.*Â | Mirarchi Michael |
| 6/23/2025 | 1 - 2:25 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| Ethical Leadership: Power, Influence, Integrity, and Trust (Webinar) (25WA-2097)25WA-2097 | *The difference between personal power and positional power*How proper use of power can be used to influence an ethical culture*Leadership requires trust*Knowing why trust cannot exist without credibility*Understanding why ethics and trust require one another*Appreciating the competitive benefits of commitment to ethical leadership | Karwic Richard A |
| 6/21/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Introduction to Forensic Data Analytics (Webinar) (25WA-2222)25WA-2222 | *Data analytics*Key fraud risk management guidance documents *Data analytics frameworks *Leading techniques and innovations for preventing and detecting fraud | Walden Vincent |
| 6/26/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI, ChatGPT (Webinar) (25WA-1544)25WA-1544 | *AI and ChatGPT*Machine learning & predictive transaction tagging*Profiles of an improper or corrupt vendor payment*Data Sharing Consortium and Split Learning Techniques*Cryptocurrency trends and applications from an accountant's perspective | Walden Vincent |
| 5/30/2025 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners (Webinar) (25WA-2180)25WA-2180 | *Communication*Leadership*Character*Behavior | |
| 6/25/2025 | 1 - 2:50 p.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
| Resolving Ethical Conflicts (Webinar) (25WA-1448)25WA-1448 | *Standards and techniques for resolving ethical conflict*How to have a conversation about a tough issue without having it destroy the relationship*What to do when talking fails | Daly John L |
| 5/26/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Navigating Difficult Conversations with Coworkers (Webinar) (25WA-1578)25WA-1578 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership | |
| 6/2/2025 | 2 - 3:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Staff Retention Keep the Best People (Webinar) (25WA-2176)25WA-2176 | *Remote workforce*Employee retention*Staff turnover | Daly John L |
| 6/25/2025 | 10 a.m. - 1 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| Achieving Balance in Work and Life: Part 2 (Webinar) (25WA-2067)25WA-2067 | *Why we get off balance and how to overcome those tendencies*Methods that turbo charge motivation, health and happiness*The power of culture and friends to affect our lives*The importance of clear intention in order to effect change that lasts | Robinson Jonathan |
| 6/20/2025 | 9 a.m. - 12:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Psychology of Fraud (Webinar) (25WA-1413)25WA-1413 | *Fraud*Fraud Triangle | Cotton David L |
| 5/23/2025 | 8 - 9:20 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Ask Me No Questions and I Will Tell You No Lies: The Art of Interviewing and Interrogation (Webinar) (25WA-2318)25WA-2318 | *Defining an interview*Why we choose to believe or not believe someone*Types of individuals you will be talking with*Why people lie*Types of liars*Unsharable needs*Verbal and nonverbal clues*How to listen*Obtaining a confession | Dycus Dennis F |
| 6/30/2025 | 11 a.m. - 1:55 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| The SECURE Act 2.0 - Planning Opportunities for Individuals (Webinar) (25WA-1391)25WA-1391 | *Changes to the Saver's Credit*Changing the required minimum distribution rules for Roth 401(k)s*Changes to required beginning dates for required minimum distributions of retirement plans*Penalty-free withdrawals for certain emergency expenses*Special provisions for firefighters and military personnel spouses*Increases in catch-up contributions*Impact on 529 plans*Opportunities for student loan payment matching | McLeod Allison M. |
| 5/21/2025 | 2 - 3:10 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Measuring Audit Risks (Webinar) (25WA-2070)25WA-2070 | *The planning process -- When it starts and when it ends*Determining the audit objectives*The importance of the nature, timing and extent of the audit process*The importance of professional skepticism*The preliminary engagement activities*Documentation of audit risk*Determining materiality | Dycus Dennis F |
| 6/20/2025 | 11 a.m. - 1:50 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Performance Management: Hiring to Retiring (Webinar) (25WA-2197)25WA-2197 | *Employee Engagement*Recruiting/Staffing*Talent Management*Employee Relations | |
| 6/25/2025 | 9 - 10:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Head and Heart of Ethics: Featuring Bob Mims and Don Minges (Webinar) (25WA-1436)25WA-1436 | *The difficult trade-offs in making choices*Functioning in the 'gray' areas*The value of trust*How lack of accountability can lead to ethical issues | Mims Robert Minges Don |
| 5/24/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Ethical Leadership: Power, Influence, Integrity, and Trust (Webinar) (25WA-1850)25WA-1850 | *The difference between personal power and positional power*How proper use of power can be used to influence an ethical culture*Leadership requires trust*Knowing why trust cannot exist without credibility*Understanding why ethics and trust require one another*Appreciating the competitive benefits of commitment to ethical leadership | Karwic Richard A |
| 6/12/2025 | 6 - 8 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 2 (Webinar) (25WA-2065)25WA-2065 | *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 | Robinson Jonathan |
| 6/20/2025 | 12 - 3:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| ProActive Response: Active Shooter Training - Recognize. Respond. Survive. (Webinar) (25WA-1498)25WA-1498 | *Early Warning Signs *Concerning Behavior Changes*Getting out*Barricading your area*Fighting for survival*Disarming the assailant*Tourniquets (commercial and improvised)*Pressure Dressings*Chest Seals | Sexton Andy Ayers Chad |
| 5/28/2025 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethical Situations - What to do When?, featuring Allison McLeod and Don Minges (Webinar) (25WA-2310)25WA-2310 | *Intentions versus results.*Is using the 'Threats Based Approach' always the best?*What is, "The clean hands rule," and how does it apply to Ethics?*Situations where Ethics is not black-and-white.  | Minges Don McLeod Allison M. |
| 6/30/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Top Employment Tools to Protect Your Business and Recommend to Business Clients (Webinar) (25WA-1795)25WA-1795 | *arbitration agreements*confidentiality agreements *restrictive covenants *training *severance agreements | Ackels Alana K. |
| 6/10/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Are Those Independent Contractors Really Independent Contractors? (Webinar) (25WA-2231)25WA-2231 | *Classification of workers as employees or independent contractors | Ackels Alana K. |
| 6/26/2025 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Let's End Business Ethics (Webinar) (25WA-2238)25WA-2238 | *Ethics defined*Are there business ethics?*How to identify ethical issues*Deciphering your ethical code*Why ethical behavior is good for your business*How to make ethical decisions | Levy John F |
| 6/27/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| K2's Advanced Collaboration Solutions (Webinar) (25WA-1380)25WA-1380 | *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 | Stephens Tommy G |
| 5/21/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| DEI in the Remote Work Era (Webinar) (25WA-1888)25WA-1888 | *DEI*Employee engagement*Remote work*Organizational culture*Employee relations | |
| 6/13/2025 | 10 - 11:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Multistate Taxation: Issues and Planning Opportunities (Webinar) (25WA-2014)25WA-2014 | *Multistate Business Activities*Nexus and Implications*State Taxable Income*Business-Related Issues*Formulas and Their Application*Audit Defense Strategies*State Specific Regulations*Choice of Business Entity*Interstate Commerce Clauses*Domicile in relation to State Death Taxation | Werner Arthur J |
| 6/18/2025 | 11 a.m. - 6:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Business Communication Essentials (Dynamic Communication in the Workplace) (Webinar) (25WA-1637)25WA-1637 | *Communication*Feedback*Management*Leadership | |
| 6/4/2025 | 8 - 9:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Resolving Ethical Dilemmas: You Make the Call (Webinar) (25WA-1412)25WA-1412 | *Ethical frameworks*Threats and safeguards to objectivity and independence | Cotton David L |
| 5/23/2025 | 11 a.m. - 12:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | .5 Ethics |
| Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 1 (Webinar) (25WA-2063)25WA-2063 | *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 | Robinson Jonathan |
| 6/20/2025 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Coaching Leaders to Handle Sensitive Employee Relations Situations (Webinar) (25WA-1608)25WA-1608 | *Employee complaints*Personality and attitude problems*Performance counseling*Personal hygiene problems*Disability-related performance issues*Misconduct due to mental conditions | Mirarchi Michael |
| 6/3/2025 | 10 - 11:05 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Allison McLeod's 2024 Federal Tax Updates for Individuals - 8 Hour (Webinar) (25WA-1465)25WA-1465 | *Current tax issues affecting individual taxpayers*Review of recent tax legislation*Other issues affecting the profession, including IRS procedure, current cases, and other federal tax issues | McLeod Allison M. |
| 5/26/2025 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Preparation of Form 706 and 709: Line-by-Line (Webinar) (25WA-1687)25WA-1687 | *Federal Form 706: Overview and Preparation*Federal Form 709: Understanding and Compliance*Portability in Estate Tax Planning*Coordinating Issues for Decedent's Final Income Tax Return*Postmortem Estate Planning Strategies*Recent Legislative Changes: Impact on Estate and Gift Taxation*Integrating Tax Planning into Client Services | Werner Arthur J |
| 6/5/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Audit Risk Assessment in Plain English (Webinar) (25WA-2002)25WA-2002 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment*Â | Pembrook Chris Crawford Frank W |
| 6/18/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Appreciation Intelligence: The New AI (Webinar) (25WA-1925)25WA-1925 | *Languages of appreciation*Appreciation strategies | |
| 6/14/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Head and Heart of Ethics: Featuring Bob Mims and Don Minges (Webinar) (25WA-2032)25WA-2032 | *The difficult trade-offs in making choices*Functioning in the 'gray' areas*The value of trust*How lack of accountability can lead to ethical issues | Minges Don Mims Robert |
| 6/19/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| ProActive Response: Active Shooter Training - Recognize. Respond. Survive. (Webinar) (25WA-1707)25WA-1707 | *Early Warning Signs *Concerning Behavior Changes*Getting out*Barricading your area*Fighting for survival*Disarming the assailant*Tourniquets (commercial and improvised)*Pressure Dressings*Chest Seals | Sexton Andy Ayers Chad |
| 6/6/2025 | 2 - 3:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Controllership Series: The Treasury Function Part 1 - Cash and Investing (Webinar) (25WA-1686)25WA-1686 | *Accounting*Finance*Cash Investments | Fountain Lynn |
| 6/5/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Social Media: The Bare Necessities (Webinar) (25WA-2106)25WA-2106 | *Communication*Social Media*Marketing*Publicity*Public Relations*Business Strategy | |
| 6/21/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Enact Retaliation Abatement and Monitoring Measures (Webinar) (25WA-1658)25WA-1658 | *Retaliation prevention*Retaliation monitoring*Speak up culture*Ethical culture | |
| 6/4/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Forensic and Fraud Interviewing Techniques and Skills (Webinar) (25WA-2077)25WA-2077 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/20/2025 | 11 a.m. - 1 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| Be the Sun, Not the Salt, featuring Harry Cohen and John Daly (Webinar) (25WA-2308)25WA-2308 | *What is the Heliotropic Effect?*Be the Six Sun Pearls*Today is a good day to do good*Be the bright spot in the room*Be your own sun*Do the next right thing*Pet peeves bite*Knowing isn't doing | Daly John L |
| 6/30/2025 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Controller Function: Strategic and Annual Planning (Webinar) (25WA-1644)25WA-1644 | *Accounting*Finance*Auditing | Fountain Lynn |
| 6/4/2025 | 11 a.m. - 12:15 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Doing Debt Differently: Your Roadmap to Changes and Choices for Success (Webinar) (25WA-2038)25WA-2038 | *Education that is also transformation*Key Learning Objectives*A word collage to clarify your starting point with debt*Practical and emotional aspects of debt *Your current story about debt*3 myths and 3 truths about debt that will help you start over*A new philosophy on Doing Debt Differently*Key concepts that lead to success in becoming debt free*A petition for debt freedom*Facing your debt problem and creating relief*The six ways to find relief -- awareness, letting go, identifying debt patterns, creating your new relationship, the alchemy process, inspired actions*Creating your personal plan for debt freedom*Review and tips for continued success*The secret to success is support*How to build your success team | |
| 6/19/2025 | 8 a.m. - 12:10 p.m. | Online | 4.4 CPE (0 tech, 4.4 non-tech) | |
| The Single Audit from Beginning to End Update (Webinar) (25WA-2007)25WA-2007 | *Introduction*Applicable AICPA standards*Applicable OMB Circular*Gathering information - determining the major programs*Identifying risk -- identifying the applicable compliance requirements*Assessing risk -- considering the internal controls over compliance requirements*Designing procedures that are responsive to assessed risks -- the tests of internal controls and compliance*Evaluating single audit evidence | Inzina J. Michael |
| 6/18/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Business Communication Essentials (Dynamic Communication in the Workplace) (Webinar) (25WA-2035)25WA-2035 | *Communication*Feedback*Management*Leadership | |
| 6/19/2025 | 12 - 1:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| HR Guide to Evolving Business Strategy, Finance and Development (Webinar) (25WA-2096)25WA-2096 | *Corporate culture*Strategic planning*Leadership*Staff development | Lindell James T |
| 6/21/2025 | 3 - 4:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Role of HR in Business Sustainability (Webinar) (25WA-1501)25WA-1501 | *What is "Sustainability" in business today?*SHRM publications about sustainability*Sustainability for the world, organizations and individuals*Key HR opportunities for promoting sustainability to improve performance and reduce risk | |
| 5/28/2025 | 8 - 9:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| K2's 2023 Automating Your Tax Practice (Webinar) (25WA-1400)25WA-1400 | *Why tax automation is essential*Hardware and software selection*Workflow design*Best practices for ingesting data | Stephens Tommy G |
| 5/22/2025 | 2 - 5:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Retirement Planning Issues: Where We Stand Now (Webinar) (25WA-1749)25WA-1749 | *Thorough Exploration of Current Retirement Planning Trends and Implications*Strategies for Maximizing Retirement Savings within Existing Regulatory Structures*Tax-Efficient Navigation of Various Retirement Plan Options*Estate Planning Techniques Aligned with Contemporary Trends for Optimal Benefits*Insight into Latest Rules for Required Minimum Distributions (RMDs) | Werner Arthur J |
| 6/7/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Business Longevity: Is Your Business Wobbling? (Webinar) (25WA-1940)25WA-1940 | *Business Management *Organization | Lindell James T |
| 6/16/2025 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Controllership Series: Overhead, Direct and Indirect Costs and Allocation Methods (Webinar) (25WA-1937)25WA-1937 | *Accounting*Finance*Procurement*Operations | Fountain Lynn |
| 6/14/2025 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Anti-Bullying and Sensitivity (Webinar) (25WA-1396)25WA-1396 | *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? | |
| 5/22/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Data Extraction, Transformation, Validation the Right Data Sources for Analysis (Webinar) (25WA-1541)25WA-1541 | *Understand various data types *Structured vs. unstructured data*Completeness and validation testing*Selecting the right data sources for the job*Risks and pitfalls to avoid | Walden Vincent |
| 5/30/2025 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Communication Miracles at Work and in Life: Part 2 (Webinar) (25WA-1732)25WA-1732 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use | Robinson Jonathan |
| 6/7/2025 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Productivity Hacks for Working Remote (Webinar) (25WA-2118)25WA-2118 | *Virtual Work*Remote Work*Telecommuting*Flexible Work Options | |
| 6/21/2025 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Mastering Charitable Remainder Trusts and Form 5227 Compliance (Webinar) (25WA-1612)25WA-1612 | *Introduction to Charitable Remainder Trusts (CRTs)*Types of CRTs and their Benefits*Formation and Funding of CRTs*Identifying Suitable Candidates for CRTs*Understanding Form 5227: An Overview*Line-by-Line Breakdown of Form 5227*Reporting Trust Assets and Income*Distributions and Charitable Beneficiaries*Compliance Updates and Recent Changes to Form 5227*Best Practices for Accurate Completion and Filing | Werner Arthur J |
| 6/3/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Mastering the Three Pillars of Cybersecurity: Team and Compliance (Webinar) (25WA-1976)25WA-1976 | *Technology*Cybersecurity | Melloy Jon |
| 6/17/2025 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Walkin', Talkin', Lookin' and Listenin': Or Things Most of Us Don't Do Well (Webinar) (25WA-2320)25WA-2320 | *The importance of making yourself available*How to start a conversation and what to NOT talk about*The art of how to listen*When you don't understand what they just said*Don't fool by equivocations when they respond to a question*Materiality and perception | Dycus Dennis F |
| 6/30/2025 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Planning in an Uncertain World (Webinar) (25WA-2240)25WA-2240 | *Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed*How to separate correlation from causation*How to recognize and overcome bias*Who is Thomas Bayes and why he matters | Levy John F |
| 6/27/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| White-Collar Crime: What Every CPA Should Know (Webinar) (25WA-1821)25WA-1821 | *Definitions of white-collar crime*White-collar crime characteristics and statistics*The CPA's role in combating white-collar crime | Cotton David L |
| 6/11/2025 | 2 - 3:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Diversity, Inclusion, Equity and Belonging (Webinar) (25WA-2124)25WA-2124 | *Why should I be thinking about inclusion?*Does racism impact my workplace at all?*Where might I be vulnerable and unaware? | |
| 6/23/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| KPI Bootcamp for Small Businesses (Webinar) (25WA-1535)25WA-1535 | *Why measure things?*The ROKS Express method*Goals check - identifying your business objectives and Key Results*Selecting your KPI candidates using the KPI Definition Manual*Shortlisting - Picking the very best KPIs from your KPI Candidates*Tuning your KPI definitions*Going Live | |
| 5/30/2025 | 11 a.m. - 3:40 p.m. | Online | 5 CPE (0 tech, 5 non-tech) | |
| When Leadership Fails (Webinar) (25WA-1495)25WA-1495 | *Who's responsible*The importance of policies and procedures*The development, implementation and monitoring of internal controls*There is no excuse*Who steals*The Tone At the Top and the Big Monkey Theory | Dycus Dennis F |
| 5/28/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Future of Work: Winning Talent Strategies - Micro-Credential Series Part 3 (Webinar) (25WA-1869)25WA-1869 | *Recruiting*Engagement*Leadership*Compensation*Culture *Communication*Career Paths*Talent Development | |
| 6/12/2025 | 6 - 7:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Balancing Employee and Employer Rights (Webinar) (25WA-1857)25WA-1857 | *Customary management functions.*Delegation of authority.*Implementing changes in terms of employment.*Fundamental duties owed to employer.*Â | Mirarchi Michael |
| 6/12/2025 | 6 - 7:25 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| Crypto, Blockchain and Taxes (Webinar) (25WA-1963)25WA-1963 | *Understanding Blockchain and Cryptocurrency*Major Features, Benefits and Risks of Blockchain and Cryptocurrency*Tax Strategies for Cryptocurrency Transactions and Compliance*Implementing Blockchain in Business Accounting Systems*Navigating Estate Planning with Digital Assets | Werner Arthur J Yoss Stephen M |
| 6/16/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges (Webinar) (25WA-1633)25WA-1633 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics | Minges Don Karwic Richard A |
| 6/4/2025 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Feeling Stressed from Change and Uncertainty? How to Stay Positive when Things Get Tough (Webinar) (25WA-1828)25WA-1828 | *Change management*Leadership | |
| 6/11/2025 | 10 - 11:35 a.m. | Online | 1.6 CPE (0 tech, 1.6 non-tech) | |
| Anti-Bullying and Sensitivity (Webinar) (25WA-1666)25WA-1666 | *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? | |
| 6/5/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Getting on Top of it All: How to Work Smarter, Not Harder - Part 2 (Webinar) (25WA-1985)25WA-1985 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all | Robinson Jonathan |
| 6/17/2025 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| A CPA's Guide To Preventing Financial Exploitation (Webinar) (25WA-2052)25WA-2052 | *Understanding scams vs. exploitation by close relations*What a CPA can do for clients to help prevent exploitation*Considerations for creating an exploitation prevention plan*Learning exploitation prevention tools*Reporting suspected exploitation | |
| 6/19/2025 | 12:30 - 1:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Controller Function: Cash and Investments (Webinar) (25WA-2046)25WA-2046 | *Accounting*Finance | Fountain Lynn |
| 6/19/2025 | 2 - 3:20 p.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
| The ABCs of Advisory Services (Webinar) (25WA-1589)25WA-1589 | *Understanding the concept of "Integrated Planning" (financial, estate, asset protection, and tax planning)*Changes in the landscape of a tax practitioner's practice*The bridging of services*Getting started -- Where do your clients fail?*Understanding the primary planning issues for all clients*Estate and Gift issues*Traps, pitfalls, and tips in planning*Practical steps in establishing a tax advisory and wealth management services practice*Domicile issues | Werner Arthur J |
| 6/2/2025 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Building Trust in Remote Teams: Catalyze Collaboration and Communication (Webinar) (25WA-2184)25WA-2184 | *Communication*Teamwork*Collaboration | |
| 6/25/2025 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Cost and Pricing Models: Creating an Effective Tool (Webinar) (25WA-1447)25WA-1447 | *Building computer costing models & sub models*The importance of volume sensitive models*Your twelve most important indirect costs*Using rate tables *Modeling -- Professional Services Job Costs*Modeling -- Repetitive Manufacturing*Why return on sales may be an inferior way to plan for profit | Daly John L |
| 5/26/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Business Intelligence (BI) and Business Analytics (BA) (Webinar) (25WA-2208)25WA-2208 | *The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data*Why the interest in BI and BA?*The analytics continuum*How BA can provide a competitive advantage*The difference between BI and BA*The difference between forecasting and predictive analytics*Fundamentals of analytical techniques*Examples for the CFO and accounting function*Benefits from applying analytics*The impact of artificial intelligence (AI) on the accounting profession | Cokins Gary |
| 6/26/2025 | 6 - 7:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Are Those Independent Contractors Really Independent Contractors? (Webinar) (25WA-1790)25WA-1790 | *Classification of workers as employees or independent contractors | Ackels Alana K. |
| 6/10/2025 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Achieve Competency in Three Basic Tool Categories: Master the Fundamentals (Webinar) (25WA-1690)25WA-1690 | *Tools for FSA*The 3 P's*The QST trifecta*The integrated planning model*Performance based management*The value chain*The balanced scorecard | O'Brien William |
| 6/5/2025 | 6 - 9:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Planning for Small Business Success (Webinar) (25WA-1988)25WA-1988 | *The integrated planning model          *The strategic plan       *Linkage with Performance Based Management        *Tracking success       *Real world examples     | O'Brien William |
| 6/17/2025 | 5 - 8:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| How Prevalent Is Retaliation Within Your Culture? (Webinar) (25WA-2055)25WA-2055 | *Retaliation protections*Speak up culture*Ethical culture | |
| 6/19/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Accounting for Leases (Webinar) (25WA-2009)25WA-2009 | *Accounting*Finance*Financial Statement Preparation | Fountain Lynn |
| 6/18/2025 | 1 - 3:25 p.m. | Online | 2.6 CPE (2.6 tech, 0 non-tech) | |
| Understanding and Preventing Budget Calamities (Webinar) (25WA-2210)25WA-2210 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 6/26/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Measuring Audit Risks (Webinar) (25WA-1422)25WA-1422 | *The planning process -- When it starts and when it ends*Determining the audit objectives*The importance of the nature, timing and extent of the audit process*The importance of professional skepticism*The preliminary engagement activities*Documentation of audit risk*Determining materiality | Dycus Dennis F |
| 5/23/2025 | 3 - 5:50 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Balancing Employee and Employer Rights (Webinar) (25WA-1480)25WA-1480 | *Customary management functions.*Delegation of authority.*Implementing changes in terms of employment.*Fundamental duties owed to employer.*Â | Mirarchi Michael |
| 5/27/2025 | 11 a.m. - 12:25 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| Minimizing Workplace Warfare (Webinar) (25WA-2127)25WA-2127 | *Sources of Workplace Conflict*Conflict Resolution Strategies*Communication Skills and Active Listening*Conflict Management Techniques | |
| 6/23/2025 | 10 - 11:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| CANCELLED - World-Class Cost Accounting: A Practical Application (Part 2) (Webinar) (25WA-2088)25WA-2088 | *Covers fixed and variable MGH overhead of the production department*Covers MFG overhead of the manufacturing support departments*Identifying certain MFG overhead costs as variable that typically are classified as fixed | |
| 6/20/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Business Communication Essentials (Dynamic Communication in the Workplace) (Webinar) (25WA-1920)25WA-1920 | *Communication*Feedback*Management*Leadership | |
| 6/14/2025 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Tax Power Ethics for Tax Professionals (Webinar) (25WA-1374)25WA-1374 | *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*Â | |
| 5/21/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethics Hour: I Can't Believe This Really Happened - Real World Ethics Stories (Webinar) (25WA-1723)25WA-1723 | *Understanding how to make ethical choices*How to solve problems compassionately*Dealing with bad behavior*Learning from real world situations | Berry Robert Daly John L |
| 6/7/2025 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Big Picture Mega-Trends, Big Data, and World We Now Face (Webinar) (25WA-1487)25WA-1487 | *On-going world economic trends*Demographic changes and their impact on the economy*Global technology influences*Post Covid workplace*Big data understanding and where is it going*Â Learn to adapt to changing situations | Mims Robert |
| 5/27/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Imagining a World Without Non-Competes (Webinar) (25WA-1928)25WA-1928 | *Federal non-compete law*State non-compete law | Ackels Alana K. |
| 6/14/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Business Intelligence (BI) and Business Analytics (BA) (Webinar) (25WA-1905)25WA-1905 | *The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data*Why the interest in BI and BA?*The analytics continuum*How BA can provide a competitive advantage*The difference between BI and BA*The difference between forecasting and predictive analytics*Fundamentals of analytical techniques*Examples for the CFO and accounting function*Benefits from applying analytics*The impact of artificial intelligence (AI) on the accounting profession | Cokins Gary |
| 6/14/2025 | 9 - 10:55 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Motives and Mystery of Ethics-Understanding the Why (Webinar) (25WA-1804)25WA-1804 | *Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions | Mims Robert |
| 6/10/2025 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (25WA-1927)25WA-1927 | *Financial Statement Preparation*Common Mistakes made in Preparing Financial Statements*GASB Financial Statement Preparation Standards | Pembrook Chris Crawford Frank W |
| 6/14/2025 | 2:15 - 4:05 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Achieving Balance in Work and Life: Part 1 (Webinar) (25WA-2315)25WA-2315 | *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 | Robinson Jonathan |
| 6/30/2025 | 9 a.m. - 12:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Preparing for and Conducting Discharge Meetings (Webinar) (25WA-2189)25WA-2189 | *Issues to be evaluated pre-discharge.*Off-site/off work-misconduct.*Pre-discharge interviews*Resignations*Discharge meetings*Exit Interviews*Reference checks | Mirarchi Michael |
| 6/25/2025 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Best-In-Class Recruiting Strategies (Webinar) (25WA-2025)25WA-2025 | *Recruiting & Retention*Talent Management*Employee Engagement | |
| 6/18/2025 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Inventory, Expense and Payroll Fraud (Webinar) (25WA-2122)25WA-2122 | *Methods of committing inventory, expense and payroll fraud*What to look for when observing inventory*Detection of inventory fraud*How to recognize fictitious expenses*How to recognize altered expenses*Indicators of fake documentation*The three main reason we ask for documentation*Detection and prevention of ghost employees | Dycus Dennis F |
| 6/23/2025 | 4 - 5:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Avoiding Budget People Issues:Â Managing Budgeting's Soft Side (Webinar) (25WA-1881)25WA-1881 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 6/13/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Power of a Good Story! (Webinar) (25WA-2274)25WA-2274 | *The 3 elements of storytelling  *3 real world examples         *10 thoughts for the road   | O'Brien William |
| 6/27/2025 | 12 - 3:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Controllership Series: Managerial Accounting Basics and Costs (Webinar) (25WA-1810)25WA-1810 | *Accounting*Finance | Fountain Lynn |
| 6/10/2025 | 10 - 11:10 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Preparing for and Conducting Discharge Meetings (Webinar) (25WA-1789)25WA-1789 | *Issues to be evaluated pre-discharge.*Off-site/off work-misconduct.*Pre-discharge interviews*Resignations*Discharge meetings*Exit Interviews*Reference checks | Mirarchi Michael |
| 6/10/2025 | 6 - 7:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Role of HR in Business Sustainability (Webinar) (25WA-2159)25WA-2159 | *What is "Sustainability" in business today?*SHRM publications about sustainability*Sustainability for the world, organizations and individuals*Key HR opportunities for promoting sustainability to improve performance and reduce risk | |
| 6/24/2025 | 2 - 3:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Coaching and Counseling: Addressing Misconduct (Webinar) (25WA-2138)25WA-2138 | *Insubordination*Personality and attitude problems.*Generalized disparaging comments*Previously unaddressed conduct.*Misconduct due to mental condition*Corrective action meetings and documentation.*Attendance control. | Mirarchi Michael |
| 6/23/2025 | 11 a.m. - 12:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 3 (Steganography) (Webinar) (25WA-1814)25WA-1814 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/10/2025 | 6 - 7:30 p.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
| The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges (Webinar) (25WA-2146)25WA-2146 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics | Karwic Richard A Minges Don |
| 6/24/2025 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Better Forecasts: Be a Better Predictor (Webinar) (25WA-2239)25WA-2239 | *Why an open mind and the ability to doubt helps make great predictions*Why it is better to be a fox than a hedgehog*How non-conformists change the world*How to focus on what matters*How to learn from the past without hindsight bias | Levy John F |
| 6/27/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Small Business Risk Avoidance (Webinar) (25WA-1989)25WA-1989 | *New perspective on corporate governance*ERM overviewERM-small business approach;*10 steps to take NOW! | O'Brien William |
| 6/17/2025 | 6 - 9:50 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Controllership Series: The Role of the Controller in ESG (Webinar) (25WA-2258)25WA-2258 | *Accounting*Finance*SG*Operations | Fountain Lynn |
| 6/27/2025 | 1 - 2:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Business Intelligence (BI) and Business Analytics (BA) (Webinar) (25WA-1517)25WA-1517 | *The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data*Why the interest in BI and BA?*The analytics continuum*How BA can provide a competitive advantage*The difference between BI and BA*The difference between forecasting and predictive analytics*Fundamentals of analytical techniques*Examples for the CFO and accounting function*Benefits from applying analytics*The impact of artificial intelligence (AI) on the accounting profession | Cokins Gary |
| 5/29/2025 | 10 - 11:55 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| A Better Way to Choose Your KPIs (Webinar) (25WA-1538)25WA-1538 | *KPIs*Performance measures*Metrics | |
| 5/30/2025 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Cost and Pricing Models: Creating an Effective Tool (Webinar) (25WA-2173)25WA-2173 | *Building computer costing models & sub models*The importance of volume sensitive models*Your twelve most important indirect costs*Using rate tables *Modeling -- Professional Services Job Costs*Modeling -- Repetitive Manufacturing*Why return on sales may be an inferior way to plan for profit | Daly John L |
| 6/25/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ESOPs as a Succession Strategy (Webinar) (25WA-2268)25WA-2268 | *Succession Planning*Employee Benefits*Tax Advantages | |
| 6/27/2025 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Stand Out: How to Create a Unique Employer Brand (Webinar) (25WA-2334)25WA-2334 | *Employer Brand*Talent Management*Future of Work*Onboarding New Hires | |
| 6/30/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's 2023 The Digital Home (Webinar) (25WA-1362)25WA-1362 | *Configuring your router and network to make it more secure*Review online services to help your family share information and stay in touch*Take advantage of the latest home gadgets and devices from CES 2023 and understand what technologies are "ready for prime time" and which ones you should skip | Tankersley Brian F |
| 5/21/2025 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Planning in an Uncertain World (Webinar) (25WA-1969)25WA-1969 | *Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed*How to separate correlation from causation*How to recognize and overcome bias*Who is Thomas Bayes and why he matters | Levy John F |
| 6/17/2025 | 5 - 6:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Benford's Law and Other Digital Analysis Techniques (Webinar) (25WA-1442)25WA-1442 | *Benford's Law*Digital Analysis*Data analytics | Cotton David L |
| 5/26/2025 | 8 - 9:40 a.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| Devious Ethics: Avoiding Snakes in Suits (Webinar) (25WA-1592)25WA-1592 | *Discuss psychopathy's symptoms*Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules*Look at precautions you should take when considering a new boss or employee*Help identify someone who might con you or your company | Daly John L |
| 6/2/2025 | 11 p.m. - 1 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Dashboard and Report Design Principles Using Excel (Webinar) (25WA-2294)25WA-2294 | *How to design charts for fastest possible user understanding and ease of use*Review of case studies for group critique*Developing a design standard for your organization*Designing tables for rapid understanding and efficient space use*How to use commentary, maintaining a consistent style and level of detail*Using layout to support long-term memory and improve understanding*The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis.*How to apply these techniques using Excel | |
| 6/28/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Controllership Series: Financial Statement Preparation (Webinar) (25WA-2012)25WA-2012 | *Accounting*Finance*Financial Statement Preparation | Fountain Lynn |
| 6/18/2025 | 10 a.m. - 12:25 p.m. | Online | 2.6 CPE (2.6 tech, 0 non-tech) | |
| Treasury Circular 230 for EAs and Other Tax Preparers (Webinar) (25WA-1388)25WA-1388 | *Circular 230*Conflicts of interest* Loving case*RTRP*Other Ethical Issues *Fees*Qualifying continuing education | McLeod Allison M. |
| 5/21/2025 | 10 a.m. - 12 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| Navigating Difficult Conversations with Clients (Webinar) (25WA-1353)25WA-1353 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership*Customer Service | |
| 5/21/2025 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Small HR Team, Big Impact: 3 Employee Engagement Strategies for Lean HR Departments (Webinar) (25WA-1671)25WA-1671 | *HR Leadership*Small HR Teams*HR Department of One*Employee Engagement*Employee Experience*Employee Journey | |
| 6/5/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Organizational Effectiveness and Communication (Webinar) (25WA-2125)25WA-2125 | *Communication | |
| 6/23/2025 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| AI and You (Webinar) (25WA-2327)25WA-2327 | *Leadership*Future of Work*Workforce Planning*Change Management*Technology in HR*Job Redesign*Â | |
| 6/30/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Shortcuts to Personal and Professional Success (Webinar) (25WA-1984)25WA-1984 | *What really leads to success in the modern world*The five things that correlate with fulfillment*The five skills that lead to personal success*Why "inner technology" is so important to succeed*Mastering the Art of Communication*Why communication is so important*The five mistakes people often make when they communicate*How to solve problems without bruising egos*How to get people to want to work with you*The Magic of Motivation*The key to success is consistency*Why people normally don't stay motivated, and how to overcome this*Why procrastination is a problem, and how it can be easily handled*How to motivate other people*Overcoming Your Fears*Why people have fears, and how they can be overcome*The three skills needed to overcome any fear*Identifying the fears that stop you, and creating a plan to overcome them*Â What makes people really happy--and what doesn't*The three most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to tap into a greater sense of purpose and meaning*How to use positive psychology principles to help your business | Robinson Jonathan |
| 6/17/2025 | 12 - 7:45 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| The Future of Work: The Landscape of Work Today - Micro-Credential Series Part 1 (Webinar) (25WA-1867)25WA-1867 | *Employment Data*Talent Strategy | |
| 6/12/2025 | 6 - 7:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Business Longevity: Is Your Business Wobbling? (Webinar) (25WA-2277)25WA-2277 | *Business Management *Organization | Lindell James T |
| 6/28/2025 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Coaching and Counseling: Performance Management (Webinar) (25WA-1858)25WA-1858 | *Setting and resetting performance expectations.*On-the-spot counseling.*Addressing erratic performance.*Drafting and presenting performance appraisals. | Mirarchi Michael |
| 6/12/2025 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Ethical Leadership: Power, Influence, Integrity, and Trust (Webinar) (25WA-1571)25WA-1571 | *The difference between personal power and positional power*How proper use of power can be used to influence an ethical culture*Leadership requires trust*Knowing why trust cannot exist without credibility*Understanding why ethics and trust require one another*Appreciating the competitive benefits of commitment to ethical leadership | Karwic Richard A |
| 6/2/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| The Power of a Good Story! (Webinar) (25WA-1939)25WA-1939 | *The 3 elements of storytelling  *3 real world examples         *10 thoughts for the road   | O'Brien William |
| 6/14/2025 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Controller Function: Inventory Part 2 - Valuation, Inventory Methods and Inventory Fraud (Webinar) (25WA-2011)25WA-2011 | *Accounting*Finance*Procurement*Inventory | Fountain Lynn |
| 6/18/2025 | 3 - 4:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| 2023 Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements (Webinar) (25WA-2232)25WA-2232 | *Federal laws providing greater visibility of sexual harassment and sexual assault claims *Agency rulings curtailing confidentiality and non-disparagement clauses in agreements | Ackels Alana K. |
| 6/26/2025 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Untold LinkedIn Hyper-Growth Story (Webinar) (25WA-1384)25WA-1384 | *Talent*Business Growth*People Strategy*Culture*Communication*Trust Strategy | |
| 5/21/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Predictive Accounting: Driver-Based Budgeting and Rolling Financial Forecasts (Webinar) (25WA-1875)25WA-1875 | *The shift to "predictive accounting" for Decision Making, Planning, and Budgeting*Problems with traditional annual budget processes*Develop a driver-based "operational budget" based on resource capacity planning*Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable*Create closed loop capacity plans*Forecast demand for budgeting and rolling financial forecasts*Integrating enterprise risk management (ERM) with management accounting*Applying target costing for cost estimating | Cokins Gary |
| 6/13/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethics Hour: Thinking Through Decisions and Recognizing the Consequences (Webinar) (25WA-1531)25WA-1531 | *The high volume of ethical decisions we face every day*The true value of paying attention*Understanding how each decision we make will have consequences*Are you prepared for the consequences? | Gallagher Chuck Minges Don |
| 5/30/2025 | 1 - 1:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 2 (Cryptology) (Webinar) (25WA-2263)25WA-2263 | *Forensic Accounting*Accounting*Finance*Auditing | Fountain Lynn |
| 6/27/2025 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Controllership Series: Sales, Collections and Customer Credit (Webinar) (25WA-2074)25WA-2074 | *Accounting*Sales*Collections | Fountain Lynn |
| 6/20/2025 | 12 - 1:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Profitability Pricing: Boost your Bottom Line (Webinar) (25WA-1599)25WA-1599 | *Competitive bids*Achieving target profitability  | Daly John L |
| 6/3/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 Understanding Your Ransomware Risk (Webinar) (25WA-1364)25WA-1364 | *Trends in ransomware attacks*Best practices for minimizing ransomware risk | Stephens Tommy G |
| 5/21/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity (Webinar) (25WA-1827)25WA-1827 | *Emotional Intelligence*Management Skills*Teamwork*Customer Relations | |
| 6/11/2025 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Ethics Hour: Thinking Through Decisions and Recognizing the Consequences (Webinar) (25WA-1722)25WA-1722 | *The high volume of ethical decisions we face every day*The true value of paying attention*Understanding how each decision we make will have consequences*Are you prepared for the consequences? | Minges Don Gallagher Chuck |
| 6/7/2025 | 3 - 3:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Defending Your Workplace Culture: Tackling the 4 Biggest Threats to Your Team Engagement and Cohesion (Webinar) (25WA-1801)25WA-1801 | *Workplace Culture*Team Culture*Employee Engagement*Employee Experience*Communication*Leadership | |
| 6/10/2025 | 8 - 9:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Ask Me No Questions and I Will Tell You No Lies: The Art of Interviewing and Interrogation (Webinar) (25WA-1909)25WA-1909 | *Defining an interview*Why we choose to believe or not believe someone*Types of individuals you will be talking with*Why people lie*Types of liars*Unsharable needs*Verbal and nonverbal clues*How to listen*Obtaining a confession | Dycus Dennis F |
| 6/14/2025 | 10 a.m. - 12:55 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity (Webinar) (25WA-2132)25WA-2132 | *Emotional Intelligence*Management Skills*Teamwork*Customer Relations | |
| 6/23/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Yellow Book: From Beginning to End (Webinar) (25WA-1843)25WA-1843 | *Introduction*Foundation and principles*General requirements for complying with Government Auditing Standards*Ethics, independence and professional judgment*Competence and continuing professional education*Quality control and peer review*Standards for financial audits*Standards for attestation engagements and reviews of financial statements | Inzina J. Michael |
| 6/11/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Future of Work: The Landscape of Work Today - Micro-Credential Series Part 1 (Webinar) (25WA-2304)25WA-2304 | *Employment Data*Talent Strategy | |
| 6/28/2025 | 11 a.m. - 12:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Budgeting: Presenting and Communicating your Numbers (Webinar) (25WA-1607)25WA-1607 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 6/3/2025 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Preparation of Form 706 and 709: Understanding the Law (Webinar) (25WA-1627)25WA-1627 | *Estate and Gift Taxation Fundamentals*Valuation of Estate Assets*Components of the Gross Estate*Deductions in Estate Taxation*Charitable and Marital Deductions*Tax Credits and Their Application | Werner Arthur J |
| 6/3/2025 | 6 - 7:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Be the Sun, Not the Salt, featuring Harry Cohen and John Daly (Webinar) (25WA-1350)25WA-1350 | *What is the Heliotropic Effect?*Be the Six Sun Pearls*Today is a good day to do good*Be the bright spot in the room*Be your own sun*Do the next right thing*Pet peeves bite*Knowing isn't doing | Daly John L |
| 5/21/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Coaching Leaders to Handle Sensitive Employee Relations Situations (Webinar) (25WA-1918)25WA-1918 | *Employee complaints*Personality and attitude problems*Performance counseling*Personal hygiene problems*Disability-related performance issues*Misconduct due to mental conditions | Mirarchi Michael |
| 6/14/2025 | 9 - 10:05 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Thrive Amidst the Chaos: Three Steps to Increase Your Energy and Learn to Dance in the Rain (Webinar) (25WA-2109)25WA-2109 | *Health and Wellness*Burnout*Stress Management*Employee Engagement | |
| 6/21/2025 | 9 - 10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Network Forensics (Webinar) (25WA-2048)25WA-2048 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/19/2025 | 12 - 1:15 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| K2's 2023 Advanced Excel (Webinar) (25WA-1402)25WA-1402 | *Collaboration and security techniques*Tables, data models, and PivotTables*Advanced formulas*Data queries*Creating effective visualizations | Stephens Tommy G |
| 5/22/2025 | 4 - 11:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| Ask Me No Questions and I Will Tell You No Lies: The Art of Interviewing and Interrogation (Webinar) (25WA-1421)25WA-1421 | *Defining an interview*Why we choose to believe or not believe someone*Types of individuals you will be talking with*Why people lie*Types of liars*Unsharable needs*Verbal and nonverbal clues*How to listen*Obtaining a confession | Dycus Dennis F |
| 5/23/2025 | 1 - 3:55 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Mergers and Acquisitions: Tips and Speed Bumps to Avoid (Webinar) (25WA-1848)25WA-1848 | *Making strategic acquisitions*Identifying potential acquisition candidates*Alternatives to M&A*Identifying and understanding organizational culture*Understanding the keys to effective and efficient due diligence*Planning and executing an effective integration*Key considerations | Karwic Richard A |
| 6/12/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Performance Targets That Deliver Results Without Burnout (Webinar) (25WA-2221)25WA-2221 | *Performance target design*Target testing | |
| 6/26/2025 | 5 - 6:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Practical Ethics and Circular 230 Compliance for CPAs (Webinar) (25WA-1748)25WA-1748 | *Taxpayers' rights and protections*Professional oversight in tax practice*Navigating Circular 230 complexities*Ethical practice before the IRS*Preparer roles and responsibilities*Compliance with rules on written advice*Ensuring client confidentiality*Upholding best practices in tax preparation | Werner Arthur J |
| 6/7/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Devious Ethics: Avoiding Snakes in Suits (Webinar) (25WA-2199)25WA-2199 | *Discuss psychopathy's symptoms*Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules*Look at precautions you should take when considering a new boss or employee*Help identify someone who might con you or your company | Daly John L |
| 6/25/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Setting a New Standard for Quality: Practical Guidance to Implement the AICPA's New Quality Management Standards (Webinar) (25WA-2080)25WA-2080 | *​​​​​​Quality Management Standards*Risk Management*Compliance and Adoption | |
| 6/20/2025 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| ProActive Response: Active Shooter Training - Recognize. Respond. Survive. (Webinar) (25WA-1922)25WA-1922 | *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 | Ayers Chad Sexton Andy |
| 6/14/2025 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| White-Collar Crime: What Every CPA Should Know (Webinar) (25WA-2202)25WA-2202 | *Definitions of white-collar crime*White-collar crime characteristics and statistics*The CPA's role in combating white-collar crime | Cotton David L |
| 6/26/2025 | 8 - 9:45 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Design Flexible Work Options To Attract and Retain Your Workforce (Webinar) (25WA-1817)25WA-1817 | *Flexible Work Options*Employee Engagement*Talent Management Strategy | |
| 6/10/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Controllership Series: The Future Role of the Controller Part 2 (Webinar) (25WA-1647)25WA-1647 | *Accounting and Finance | Fountain Lynn |
| 6/4/2025 | 9 - 10:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Making Culture A Competitive Advantage (Webinar) (25WA-1684)25WA-1684 | *Talent Strategy*Culture*Employee Engagement*Employee Retention*Leadership*Leadership Strategy*Â | |
| 6/5/2025 | 6 - 7 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Giving Feedback that Delivers Results (Webinar) (25WA-1356)25WA-1356 | *Communicaiton*Performance Reviews*Feedback*Management*Leadership | |
| 5/21/2025 | 2 - 3:20 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| KPI Bootcamp for Small Businesses (Webinar) (25WA-2216)25WA-2216 | *Why measure things?*The ROKS Express method*Goals check - identifying your business objectives and Key Results*Selecting your KPI candidates using the KPI Definition Manual*Shortlisting - Picking the very best KPIs from your KPI Candidates*Tuning your KPI definitions*Going Live | |
| 6/26/2025 | 9 a.m. - 1:40 p.m. | Online | 5 CPE (0 tech, 5 non-tech) | |
| Navigating Leaves of Absence (Webinar) (25WA-2228)25WA-2228 | *Family Medical Leave Act - full time and intermittent*Americans With Disabilities Act *Special rules for managers *Handling fraud, abuse, and performance issues in connection with a leave of absence | Ackels Alana K. |
| 6/26/2025 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Governmental Accounting 101 (Webinar) (25WA-1842)25WA-1842 | *Fund Types*Budgetary Accounting*Financial Reporting Requirements*Single Audit Act*Audit Standards and Procedures*Best Practices in Governmental Accounting | Crawford Frank W Pembrook Chris |
| 6/11/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Preparing for and Conducting Discharge Meetings (Webinar) (25WA-1484)25WA-1484 | *Issues to be evaluated pre-discharge.*Off-site/off work-misconduct.*Pre-discharge interviews*Resignations*Discharge meetings*Exit Interviews*Reference checks | Mirarchi Michael |
| 5/27/2025 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Cash Management: Strategies for Long-Term Success (Webinar) (25WA-1753)25WA-1753 | *Developing short-term cash flow projections*How do we assure adequate cash availability without having idle cash?*Take advantage of your bank's cash management services*Working capital loans*Controlled disbursement accounts*Sweep accounts and other short-term investments*ACH transactions*Direct transfers*Lock boxes*Credit and collections*Reconciliation frequency*Managing cash short-falls | Daly John L |
| 6/7/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Future of Communication: How AI and Synthetic Media Can Transform Your Business (Webinar) (25WA-2037)25WA-2037 | *Communication*Technology*AI*Synthetic Media*Strategy*Leadership*Management*Time Management/Productivity | |
| 6/19/2025 | 8 - 9:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Predictive Accounting: Driver-Based Budgeting and Rolling Financial Forecasts (Webinar) (25WA-1600)25WA-1600 | *The shift to "predictive accounting" for Decision Making, Planning, and Budgeting*Problems with traditional annual budget processes*Develop a driver-based "operational budget" based on resource capacity planning*Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable*Create closed loop capacity plans*Forecast demand for budgeting and rolling financial forecasts*Integrating enterprise risk management (ERM) with management accounting*Applying target costing for cost estimating | Cokins Gary |
| 6/3/2025 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Defending Your Workplace Culture: Tackling the 4 Biggest Threats to Your Team Engagement and Cohesion (Webinar) (25WA-2252)25WA-2252 | *Workplace Culture*Team Culture*Employee Engagement*Employee Experience*Communication*Leadership | |
| 6/27/2025 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 2 (Cryptology) (Webinar) (25WA-1935)25WA-1935 | *Forensic Accounting*Accounting*Finance*Auditing | Fountain Lynn |
| 6/14/2025 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Controllership Series: The Controller's Role in Pro Forma Financial Statements (Webinar) (25WA-2259)25WA-2259 | *Accounting*Finance | Fountain Lynn |
| 6/27/2025 | 3 - 4:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Achieving Balance in Work and Life: Part 1 (Webinar) (25WA-1699)25WA-1699 | *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 | Robinson Jonathan |
| 6/6/2025 | 1 - 4:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Managing Your Money in Retirement (Webinar) (25WA-1574)25WA-1574 | *Social Security*Retirement*Asset allocation*Fraud | Daly John L |
| 6/2/2025 | 11 a.m. - 2 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Building Your Personal Net Worth: Invest in Your Future (Webinar) (25WA-1751)25WA-1751 | *Why people who appear wealthy may be living paycheck to paycheck*Why a millionaire may be living in the ordinary house next door*Early and mid-career strategies for accumulating wealth*Where and how to invest your money*Why fees and commissions should concern you*Strategies for buying stocks, mutual funds and ETFs | Daly John L |
| 6/7/2025 | 11 p.m. - 1 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The ABCs of Advisory Services (Webinar) (25WA-1895)25WA-1895 | *Understanding the concept of "Integrated Planning" (financial, estate, asset protection, and tax planning)*Changes in the landscape of a tax practitioner's practice*The bridging of services*Getting started -- Where do your clients fail?*Understanding the primary planning issues for all clients*Estate and Gift issues*Traps, pitfalls, and tips in planning*Practical steps in establishing a tax advisory and wealth management services practice*Domicile issues | Werner Arthur J |
| 6/13/2025 | 1:30 - 3:25 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Communication Miracles at Work and in Life: Part 1 (Webinar) (25WA-2313)25WA-2313 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use | Robinson Jonathan |
| 6/30/2025 | 12 - 3:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Prioritizing Mental Health in the Post-COVID Workplace (Webinar) (25WA-1823)25WA-1823 | *Introduction to common mental health issues in the workplace*Identifying and managing mental health issues in the workplace*Helping employees with mental health issues perform their jobs more effectively*Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self-care | |
| 6/11/2025 | 11 a.m. - 12:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Understanding and Preventing Budget Calamities (Webinar) (25WA-1730)25WA-1730 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 6/7/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 Microsoft Teams (Webinar) (25WA-1560)25WA-1560 | *Understanding the Teams platform*Communicating and collaborating in Teams*Adding applications and services to Teams*Extending Teams to individuals outside your organization | Stephens Tommy G |
| 5/31/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Communication Miracles at Work and in Life: Part 2 (Webinar) (25WA-1695)25WA-1695 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use | Robinson Jonathan |
| 6/6/2025 | 12 - 3:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Many Faces of Fraud Shedding Light on the Tactics of Modern Day Swindlers (Webinar) (25WA-2039)25WA-2039 | *Understanding Fraud*Psychology and Motivation of Fraudsters*Detection and Prevention Strategies*Real World Case Studies*Effective Fraud Management | Gallagher Chuck |
| 6/19/2025 | 8 - 10:10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| The Controllership Series: The Controller's Role in Procurement Function (Webinar) (25WA-2013)25WA-2013 | *Accounting*Finance*Procurement | Fountain Lynn |
| 6/18/2025 | 11 a.m. - 12:15 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Aligning Analytics to COSO's Fraud Risk Management Principles (Webinar) (25WA-2224)25WA-2224 | *COSO Fraud Risk Management Guide*Aligning data analytics considerations to an effective fraud risk management program*How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program | Walden Vincent |
| 6/26/2025 | 6 - 7:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Complete Guide to the Preparation for Form 1041 (Webinar) (25WA-2081)25WA-2081 | *Form 1041 Preparation*Decedent's Estate Issues*Trust-Specific Challenges*Subchapter J Fundamentals*Compliance Strategies*Case Study Analysis | Werner Arthur J |
| 6/20/2025 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Was it Fraud or Just Poor Audit Quality? (Webinar) (25WA-2203)25WA-2203 | *Financial statement manipulation*Ethics enforcement process*Auditor conflicts of interest | Cotton David L |
| 6/26/2025 | 11 a.m. - 12:30 p.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
| Stand Out: How to Create a Unique Employer Brand (Webinar) (25WA-1819)25WA-1819 | *Employer Brand*Talent Management*Future of Work*Onboarding New Hires | |
| 6/10/2025 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Not All Heroes Wear Capes: Cybercrime Edition (Webinar) (25WA-1410)25WA-1410 | *What is cyber security*Common objections to investing in cyber security*5 steps to effectively protecting critical data | |
| 5/22/2025 | 12:30 - 1:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Coaching Skills That Improve Performance (Webinar) (25WA-1943)25WA-1943 | *Coaching*Effective Communication | Lindell James T |
| 6/16/2025 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 360 Budgeting: A Holistic Approach to Process and Solutions (Webinar) (25WA-1518)25WA-1518 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 5/29/2025 | 9 a.m. - 5:15 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Coaching Skills That Improve Performance (Webinar) (25WA-1597)25WA-1597 | *Coaching*Effective Communication | Lindell James T |
| 6/3/2025 | 5 - 8:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Living to 100: The Challenges that Longevity Presents to Financial Planning for Clients (Webinar) (25WA-2269)25WA-2269 | *Proactive planning to address issues of longevity*Major issues involved in longevity --positive and negative*Tools and Resources *Expanding your skill set to address non-financial client issues | |
| 6/27/2025 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Dashboard and Report Design Principles Using Excel (Webinar) (25WA-1945)25WA-1945 | *How to design charts for fastest possible user understanding and ease of use*Review of case studies for group critique*Developing a design standard for your organization*Designing tables for rapid understanding and efficient space use*How to use commentary, maintaining a consistent style and level of detail*Using layout to support long-term memory and improve understanding*The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis.*How to apply these techniques using Excel | |
| 6/16/2025 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Navigating Difficult Conversations with Coworkers (Webinar) (25WA-1919)25WA-1919 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership | |
| 6/14/2025 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Rewards and Recognition Strategies for Leaders (Webinar) (25WA-2024)25WA-2024 | *Leadership*Recognition*Total Rewards*Employee Engagement | |
| 6/18/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| White-Collar Crime: What Every CPA Should Know (Webinar) (25WA-1472)25WA-1472 | *Definitions of white-collar crime*White-collar crime characteristics and statistics*The CPA's role in combating white-collar crime | Cotton David L |
| 5/27/2025 | 6 - 7:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| What Does Fraud Look Like? (Webinar) (25WA-1763)25WA-1763 | *Why auditors fail to detect fraud*Usual vs an unusual transaction*Why fraud and stupid often look exactly the same*The importance of establishing the Perception of Detection*The number one reason fraud occurs*Looking for things that should be there*Looking for things that should not be there | Dycus Dennis F |
| 6/9/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Financial Acumen for the HR Professional (Webinar) (25WA-1725)25WA-1725 | *Financial statement insight*Trend analysis*Financial benchmarks | Lindell James T |
| 6/7/2025 | 11 a.m. - 12:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Form 1120S: Preparation and Analysis (Webinar) (25WA-1366)25WA-1366 | *Understanding the definition and requirements of an S corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders*Income and Deductions: Understanding the different types of income and deductions that an S corporation can have, including ordinary income, capital gains and losses, depreciation, and expenses.*Shareholder Basis: Understanding the shareholder's basis in the S corporation, how to calculate it, and the impact of distributions on the basis.*Reporting Requirements: Understanding the different reporting requirements for Form 1120S, including Schedule K-1, Schedule L, Schedule M-2, and Schedule M-3*Tax Planning: Understanding the tax planning strategies available to S Corporations and their shareholders, including tax deferral, income shifting, and tax-free reorganizations | Werner Arthur J |
| 5/21/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Building Flexible Budgeting Models: Walking Through and Crunching The Numbers (Webinar) (25WA-1520)25WA-1520 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 5/29/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Excel Best Practices And Features (Webinar) (25WA-1409)25WA-1409 | *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 | Stephens Tommy G |
| 5/22/2025 | 6 - 8 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Performance Targets That Deliver Results Without Burnout (Webinar) (25WA-2110)25WA-2110 | *Performance target design*Target testing | |
| 6/21/2025 | 10 - 11:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Future of Work: Building a New Model of Work - Micro-Credential Series Part 2 (Webinar) (25WA-2028)25WA-2028 | *Talent Strategy*Recruitment*Retention*Compensation*Enagegement*Alumni Strategy*Work Architecture | |
| 6/18/2025 | 11 a.m. - 12:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Imagining a World Without Non-Competes (Webinar) (25WA-2247)25WA-2247 | *Federal non-compete law*State non-compete law | Ackels Alana K. |
| 6/27/2025 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Ethics Hour: Deceit and the Whys Behind the Lies - Understanding Ethics (Webinar) (25WA-1533)25WA-1533 | *Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions | Mims Robert Minges Don |
| 5/30/2025 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Creative Strategies for Buying, Selling or Gifting a Business (Webinar) (25WA-2192)25WA-2192 | *Valuation methods for business interests*Stock purchase versus asset purchase*Estate transfer and tax considerations*Gifting strategies for business interests*Trusts and partnerships in business transfers*Self-canceling installment notes in transactions*Transferring S corporation stock to trusts*Business interest transfer with Employee Stock Ownership Plan (ESOP) | Werner Arthur J |
| 6/25/2025 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Gamed: Why Performance Targets and Incentives Fail and How to Fix Them (Webinar) (25WA-1766)25WA-1766 | *10-step ROKET-DS system, a simple structured method for designing meaningful targets and incentives*Create targets and objectives that align with your strategy*Build engagement with your target owners*Test your targets and incentives rigorously for unexpected outcomes and dangerous loopholes | |
| 6/9/2025 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Best-In-Class Recruiting Strategies (Webinar) (25WA-2196)25WA-2196 | *Recruiting & Retention*Talent Management*Employee Engagement | |
| 6/25/2025 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Untold LinkedIn Hyper-Growth Story (Webinar) (25WA-1624)25WA-1624 | *Talent*Business Growth*People Strategy*Culture*Communication*Trust Strategy | |
| 6/3/2025 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Achieving Balance in Work and Life: Part 1 (Webinar) (25WA-2288)25WA-2288 | *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 | Robinson Jonathan |
| 6/28/2025 | 10:45 a.m. - 2:20 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Cash Management: Strategies for Long-Term Success (Webinar) (25WA-1470)25WA-1470 | *Developing short-term cash flow projections*How do we assure adequate cash availability without having idle cash?*Take advantage of your bank's cash management services*Working capital loans*Controlled disbursement accounts*Sweep accounts and other short-term investments*ACH transactions*Direct transfers*Lock boxes*Credit and collections*Reconciliation frequency*Managing cash short-falls | Daly John L |
| 5/26/2025 | 11 p.m. - 1 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Social Media: The Bare Necessities (Webinar) (25WA-1837)25WA-1837 | *Communication*Social Media*Marketing*Publicity*Public Relations*Business Strategy | |
| 6/11/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Preparation of Form 706 and 709: Line-by-Line (Webinar) (25WA-2328)25WA-2328 | *Federal Form 706: Overview and Preparation*Federal Form 709: Understanding and Compliance*Portability in Estate Tax Planning*Coordinating Issues for Decedent's Final Income Tax Return*Postmortem Estate Planning Strategies*Recent Legislative Changes: Impact on Estate and Gift Taxation*Integrating Tax Planning into Client Services | Werner Arthur J |
| 6/30/2025 | 8 - 11:40 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Governmental Auditing Update: Yellow Book and Uniform Guidance (Webinar) (25WA-1458)25WA-1458 | *2024 Compliance Supplement*Uniform Guidance*Quality Management*Yellow Book | Galasso Melisa |
| 5/26/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 2024 Federal Tax Update: Partnership Updates (Webinar) (25WA-1467)25WA-1467 | *Court decisions covering partnership issues such as TEFRA, Statute of Limitations, Economic Substance, and Sec. 754 Elections*IRS updates on Form K-2 and K-3*Criteria for using the Domestic Filing Exception | McLeod Allison M. |
| 5/26/2025 | 4 - 6 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Future of Communication: How AI and Synthetic Media Can Transform Your Business (Webinar) (25WA-1862)25WA-1862 | *Communication*Technology*AI*Synthetic Media*Strategy*Leadership*Management*Time Management/Productivity | |
| 6/12/2025 | 6 - 7:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Just Ask Why: Searching for Answers - Generating Solutions (Webinar) (25WA-1673)25WA-1673 | *The basic benefits of why                         *The 5-15 report            *Curiosity and creativity   | O'Brien William |
| 6/5/2025 | 2 - 5:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Successful Family Business (Webinar) (25WA-1643)25WA-1643 | *Business management*Organization | Lindell James T |
| 6/4/2025 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Appreciation Intelligence: The New AI (Webinar) (25WA-1892)25WA-1892 | *Languages of appreciation*Appreciation strategies | |
| 6/13/2025 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Personal Leadership Skills (Webinar) (25WA-2279)25WA-2279 | *Leadership*Personality Types*Communication*Memory | Lindell James T |
| 6/28/2025 | 3 - 6:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 2024 Individual Federal Tax Update (Webinar) (25WA-2265)25WA-2265 | *Form 1040: Precise Tax Submissions*Recent Tax Code Changes: Updated Filings*IRC Sections Analysis: Understanding Tax Regulations*Updates in Income Taxation: Compliance Assurance*New Credits and Deductions: Maximizing Benefits*Complex Income Issues: Tailored Strategies*Itemized Deductions: Informed Client Benefits*Health Considerations: Maximizing Financial Benefits*Regulatory Shifts: Implications on Tax Strategies*Tax Planning Strategies: Client Financial Success | Werner Arthur J |
| 6/27/2025 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Drive Results with Metrics (Webinar) (25WA-1576)25WA-1576 | *Performance metrics*Budgets | Daly John L |
| 6/2/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 5 Steps to Cultivate a Values-Based Approach to Governance (Webinar) (25WA-1708)25WA-1708 | *Employee engagement*Values-based governance*Organizational culture*Employee relations | |
| 6/6/2025 | 2 - 3:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Be the Sun, Not the Salt, featuring Harry Cohen and John Daly (Webinar) (25WA-2031)25WA-2031 | *What is the Heliotropic Effect?*Be the Six Sun Pearls*Today is a good day to do good*Be the bright spot in the room*Be your own sun*Do the next right thing*Pet peeves bite*Knowing isn't doing | Daly John L |
| 6/19/2025 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Indirect Rate Recovery for Non-Profits and Pass-Through Entities (Webinar) (25WA-2215)25WA-2215 | *Indirect rates*Sub-recipient relationship with PTEs*PPP loan forgiveness credit*The District of Columbia and MD laws on settlement of indirect rates with PTEs*10% de mnimis rate vs. indirect rate negotiation | Calabrese Paul H. |
| 6/26/2025 | 2 - 3:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Maintaining a Harmonious Working Environment (Webinar) (25WA-2136)25WA-2136 | *Disassociating yourself and your employer from discriminatory comments.*Scripts for addressing potential and actual sexual harassment situations.*Consensual relationships between leaders and their subordinates.*Effective violence prevention measures*Survival tactics in active violence situations. | Mirarchi Michael |
| 6/23/2025 | 1 - 2:20 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| IRS Cybersecurity Checklist (Webinar) (25WA-1490)25WA-1490 | *Defining Cybersecurity and Cyber Risks*Implications of Cybercrime*Cyber Attack Trends*Landscape of Cyberattacks*Laws and Regulations*Security Standards and Frameworks*Cybersecurity Roadmap | Werner Arthur J |
| 5/27/2025 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accommodation Requests, Substance Abuse and Contagious Infections (Webinar) (25WA-1705)25WA-1705 | *Accommodation requests - religious practices*Accommodation requests - disabilities*Substance Abuse - constructive confrontation*Substance Abuse - duty to accommodate as a disability*Disclosures of potentially contagious infections | Mirarchi Michael |
| 6/6/2025 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Understanding and Preventing Budget Calamities (Webinar) (25WA-1604)25WA-1604 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 6/3/2025 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Transforming Strategic and Financial Management with ChatGPT: Insights for CPAs, CFOs and Controllers (Webinar) (25WA-1590)25WA-1590 | *Recognize the variety of ChatGPT uses in accounting.*Determine how to use ChatGPT.*Identify how ChatGPT improves customer, vendor, and industry research.*Recognize how ChatGPT aids in financial benchmarking.*Identify how ChatGPT can assist in financial analysis, budgeting and forecasting. | Lindell James T |
| 6/2/2025 | 1 - 3 p.m. | Online | 2.2 CPE (1 tech, 1.2 non-tech) | |
| Appreciation Intelligence: The New AI (Webinar) (25WA-1713)25WA-1713 | *Languages of appreciation*Appreciation strategies | |
| 6/6/2025 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Small HR Team, Big Impact: 3 Employee Engagement Strategies for Lean HR Departments (Webinar) (25WA-2251)25WA-2251 | *HR Leadership*Small HR Teams*HR Department of One*Employee Engagement*Employee Experience*Employee Journey | |
| 6/27/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Achieve Competency in Three Basic Tool Categories: Master the Fundamentals (Webinar) (25WA-1427)25WA-1427 | *Tools for FSA*The 3 P's*The QST trifecta*The integrated planning model*Performance based management*The value chain*The balanced scorecard | O'Brien William |
| 5/23/2025 | 8 - 11:35 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Eight Biggest Threats to your business and introducing Three Pillars of Cybersecurity (Webinar) (25WA-2113)25WA-2113 | *Technology*Cybersecurity | Melloy Jon |
| 6/21/2025 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Building Your Personal Net Worth: Invest in Your Future (Webinar) (25WA-2198)25WA-2198 | *Why people who appear wealthy may be living paycheck to paycheck*Why a millionaire may be living in the ordinary house next door*Early and mid-career strategies for accumulating wealth*Where and how to invest your money*Why fees and commissions should concern you*Strategies for buying stocks, mutual funds and ETFs | Daly John L |
| 6/25/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Are Those Independent Contractors Really Independent Contractors? (Webinar) (25WA-1549)25WA-1549 | *Classification of workers as employees or independent contractors | Ackels Alana K. |
| 5/30/2025 | 12 - 1:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Accommodation Requests, Substance Abuse and Contagious Infections (Webinar) (25WA-2321)25WA-2321 | *Accommodation requests - religious practices*Accommodation requests - disabilities*Substance Abuse - constructive confrontation*Substance Abuse - duty to accommodate as a disability*Disclosures of potentially contagious infections | Mirarchi Michael |
| 6/30/2025 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Securing Executive Buy-In for Your Initiatives: Communication Techniques to Persuade Decision-Makers (Webinar) (25WA-1799)25WA-1799 | *Persuasion*Executive Buy-In*Communication*Leadership | |
| 6/10/2025 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Are Those Independent Contractors Really Independent Contractors? (Webinar) (25WA-1778)25WA-1778 | *Classification of workers as employees or independent contractors | Ackels Alana K. |
| 6/9/2025 | 2 - 3:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Practical Ethics and Circular 230 Compliance for CPAs (Webinar) (25WA-1961)25WA-1961 | *Taxpayers' rights and protections*Professional oversight in tax practice*Navigating Circular 230 complexities*Ethical practice before the IRS*Preparer roles and responsibilities*Compliance with rules on written advice*Ensuring client confidentiality*Upholding best practices in tax preparation | Werner Arthur J |
| 6/16/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Comprehensive Estate Planning: Administration and Postmortem Strategies (Webinar) (25WA-2270)25WA-2270 | *Introduction to Estate Administration*How to Read a last will and testament*Understanding the Entities*Administration the Estate and Orderly Process*The Probate process and the courts*Special Issues in Estate Administration*Postmortem Issues Regarding Income Taxation of Descendants and Estates*Post Mortem Opportunities on the Estate Income Tax Return*Available Post Mortem Estate Tax Elections*Portability Election*Disclaimers | Werner Arthur J |
| 6/27/2025 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Small Business Risk Avoidance (Webinar) (25WA-2301)25WA-2301 | *New perspective on corporate governance*ERM overviewERM-small business approach;*10 steps to take NOW! | O'Brien William |
| 6/28/2025 | 8 - 11:50 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Optimize Your Staff's Performance (Webinar) (25WA-1719)25WA-1719 | *The 4 perspectives of optimization*The Two Circle Analysis. The What*The How. The Leadership 10*The Fatal 13*5 thoughts for a healthy work environment | O'Brien William |
| 6/6/2025 | 2 - 5:50 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Business Consulting for CPAs (Webinar) (25WA-2058)25WA-2058 | *What is Business Consulting?*Identify the types of Management services your firm could offer.*How to become the trusted advisor -- identification of client's needs?*Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements.*Know what it takes to create a valuable outcome for the client.*Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants.*Learn techniques to become a more effective consultant.*Professional standards application | Lindell James T |
| 6/20/2025 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Future of Communication: How AI and Synthetic Media Can Transform Your Business (Webinar) (25WA-2291)25WA-2291 | *Communication*Technology*AI*Synthetic Media*Strategy*Leadership*Management*Time Management/Productivity | |
| 6/28/2025 | 10 - 11:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity (Webinar) (25WA-1788)25WA-1788 | *Emotional Intelligence*Management Skills*Teamwork*Customer Relations | |
| 6/10/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Controller Function: Inventory Part 1 (Webinar) (25WA-1615)25WA-1615 | *Accounting*Finance*Operations | Fountain Lynn |
| 6/3/2025 | 1 - 2:40 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| The Many Faces of Fraud Shedding Light on the Tactics of Modern Day Swindlers (Webinar) (25WA-1641)25WA-1641 | *Understanding Fraud*Psychology and Motivation of Fraudsters*Detection and Prevention Strategies*Real World Case Studies*Effective Fraud Management | Gallagher Chuck |
| 6/4/2025 | 12 - 2:10 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Emotional Intelligence (Webinar) (25WA-1891)25WA-1891 | *Emotions*Relationships | |
| 6/13/2025 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Giving Feedback that Delivers Results (Webinar) (25WA-1838)25WA-1838 | *Communicaiton*Performance Reviews*Feedback*Management*Leadership | |
| 6/11/2025 | 10 - 11:20 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Planning in an Uncertain World (Webinar) (25WA-2101)25WA-2101 | *Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed*How to separate correlation from causation*How to recognize and overcome bias*Who is Thomas Bayes and why he matters | Levy John F |
| 6/21/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Better Forecasts: Be a Better Predictor (Webinar) (25WA-1907)25WA-1907 | *Why an open mind and the ability to doubt helps make great predictions*Why it is better to be a fox than a hedgehog*How non-conformists change the world*How to focus on what matters*How to learn from the past without hindsight bias | Levy John F |
| 6/14/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Progressive Management Accounting (Webinar) (25WA-1876)25WA-1876 | *A taxonomy of accounting: tax, financial, managerial*A spectrum of direct and indirect absorption costing*Fact-based Data with Activity Based Costing (ABC )*Why do we need advanced management accounting techniques, such as ABC?*How the ABC cost assignment network structure connects costs to products and sales channels*Learn to use ABC to manage product, service-line, channel, and customer profitability*Understand two views of costs: (1) process view versus (2) product view*Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques*Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction*Applying "Attributes" to assess "value-added costs" and "costs of quality (COQ)"*The Shift in ROI's Source from Tangible to Intangible Assets*Increasing the ROI from information -- with Corporate Performance Management (CPM) as a Value-Multiplier*Accelerating the Rate of Adoption for Implementing and CPM*Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social / cultural*How to overcome behavioral resistance to change | Cokins Gary |
| 6/13/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Public Procurement Basics: Protecting the People's Money (Webinar) (25WA-1454)25WA-1454 | *Code of Federal Regulation*Procurement*Federal Funds | |
| 5/26/2025 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Inventory Accounting GAAP, Software and Recognizing Variances (Webinar) (25WA-2204)25WA-2204 | *Inventory accounting*GAAP*Methods for dealing with variances | Daly John L |
| 6/26/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Cloud Forensics (Webinar) (25WA-2047)25WA-2047 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/19/2025 | 2 - 3:20 p.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
| Consulting Services Secrets (Webinar) (25WA-1747)25WA-1747 | *Identifying a consulting specialty*Building a practice and translating knowledge into products*Managing consulting projects*Marketing consulting projects*Building a referral network*Contingent fees*Professional standards for consultants | |
| 6/7/2025 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Doing Debt Differently: Your Roadmap to Changes and Choices for Success (Webinar) (25WA-1640)25WA-1640 | *Education that is also transformation*Key Learning Objectives*A word collage to clarify your starting point with debt*Practical and emotional aspects of debt *Your current story about debt*3 myths and 3 truths about debt that will help you start over*A new philosophy on Doing Debt Differently*Key concepts that lead to success in becoming debt free*A petition for debt freedom*Facing your debt problem and creating relief*The six ways to find relief -- awareness, letting go, identifying debt patterns, creating your new relationship, the alchemy process, inspired actions*Creating your personal plan for debt freedom*Review and tips for continued success*The secret to success is support*How to build your success team | |
| 6/4/2025 | 12 - 4:10 p.m. | Online | 4.4 CPE (0 tech, 4.4 non-tech) | |
| Performance Management: Hiring to Retiring (Webinar) (25WA-2026)25WA-2026 | *Employee Engagement*Recruiting/Staffing*Talent Management*Employee Relations | |
| 6/18/2025 | 3 - 4:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Cryptocurrencies for the CFO: Explaining Blockchain (Webinar) (25WA-1586)25WA-1586 | *What is money?*What are digital assets?*Understanding the what, why, and how of cryptocurrencies*Understanding the what, why, and how of blockchain*NFT's (Non-Fungible Tokens), their role and impact*Explaining the crypto language | Mims Robert |
| 6/2/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Prioritizing Mental Health in the Post-COVID Workplace (Webinar) (25WA-2128)25WA-2128 | *Introduction to common mental health issues in the workplace*Identifying and managing mental health issues in the workplace*Helping employees with mental health issues perform their jobs more effectively*Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self-care | |
| 6/23/2025 | 1 - 2:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Managing Your Money in Retirement (Webinar) (25WA-2175)25WA-2175 | *Social Security*Retirement*Asset allocation*Fraud | Daly John L |
| 6/25/2025 | 3 - 6 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Data Extraction, Transformation, Validation the Right Data Sources for Analysis (Webinar) (25WA-2223)25WA-2223 | *Understand various data types *Structured vs. unstructured data*Completeness and validation testing*Selecting the right data sources for the job*Risks and pitfalls to avoid | Walden Vincent |
| 6/26/2025 | 6 - 7:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Governmental Accounting 101 (Webinar) (25WA-1360)25WA-1360 | *Fund Types*Budgetary Accounting*Financial Reporting Requirements*Single Audit Act*Audit Standards and Procedures*Best Practices in Governmental Accounting | Crawford Frank W Pembrook Chris |
| 5/21/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Balancing Employee and Employer Rights (Webinar) (25WA-1830)25WA-1830 | *Customary management functions.*Delegation of authority.*Implementing changes in terms of employment.*Fundamental duties owed to employer.*Â | Mirarchi Michael |
| 6/11/2025 | 11 a.m. - 12:25 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| Maintaining a Harmonious Working Environment (Webinar) (25WA-2154)25WA-2154 | *Disassociating yourself and your employer from discriminatory comments.*Scripts for addressing potential and actual sexual harassment situations.*Consensual relationships between leaders and their subordinates.*Effective violence prevention measures*Survival tactics in active violence situations. | Mirarchi Michael |
| 6/24/2025 | 6 - 7:20 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Prevention and Detection of Fraud in Small Businesses (Webinar) (25WA-1420)25WA-1420 | *The importance of the control environment*The three most common behavioral red flags exhibited by perpetrators*Why it is much more cost effective to prevent fraud than it is to detect fraud*The reason why the small business owner/auditor should think about how they would steal*Who steals and why*Common myths about stealing that are not true*Understanding the concept of risk management | Dycus Dennis F |
| 5/23/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Gamed: Why Performance Targets and Incentives Fail and How to Fix Them (Webinar) (25WA-1946)25WA-1946 | *10-step ROKET-DS system, a simple structured method for designing meaningful targets and incentives*Create targets and objectives that align with your strategy*Build engagement with your target owners*Test your targets and incentives rigorously for unexpected outcomes and dangerous loopholes | |
| 6/16/2025 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| K2's Accessing Your Company's Data With Power Query And Power BI (Webinar) (25WA-1379)25WA-1379 | *Utilizing Power Query to access data from the web, spreadsheets, folders, and databases*Using Power Query to perform various transformations to clean up data before importing it to Power BI or Excel*Producing various reporting documents from data delivered from Power Query | Stephens Tommy G |
| 5/21/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Productivity Hacks for Working Remote (Webinar) (25WA-1816)25WA-1816 | *Virtual Work*Remote Work*Telecommuting*Flexible Work Options | |
| 6/10/2025 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Thrive Amidst the Chaos: Three Steps to Increase Your Energy and Learn to Dance in the Rain (Webinar) (25WA-1715)25WA-1715 | *Health and Wellness*Burnout*Stress Management*Employee Engagement | |
| 6/6/2025 | 2 - 3 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Controller Function: Cash and Investments (Webinar) (25WA-2116)25WA-2116 | *Accounting*Finance | Fountain Lynn |
| 6/21/2025 | 10 - 11:20 a.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
| Social Media: The Bare Necessities (Webinar) (25WA-1579)25WA-1579 | *Communication*Social Media*Marketing*Publicity*Public Relations*Business Strategy | |
| 6/2/2025 | 8 - 9:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Controllership Series: Addressing Cash Flow and Forecasting Uncertainty (Webinar) (25WA-1677)25WA-1677 | *Accounting*Finance*Cashflow | Fountain Lynn |
| 6/5/2025 | 2 - 3:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Combatting Sexual Harassment in the Workplace (Webinar) (25WA-1776)25WA-1776 | *Sexual harassment prevention*Company culture | Ackels Alana K. |
| 6/9/2025 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's Improving Productivity With Microsoft 365/Office 365 Cloud Applications (Webinar) (25WA-1564)25WA-1564 | *Understanding the Cloud-based options available in a Microsoft 365/Office 365 environment*How to use tools such as Teams, Planner, and Power Automate*Storing data in SharePoint Online and OneDrive for Business | Stephens Tommy G |
| 5/31/2025 | 3 - 7 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Ethics Hour: The Single Best and Most Overlooked Source of Fraud (Webinar) (25WA-1529)25WA-1529 | *One key area to look for fraud?*It is right in front of you, but some auditors fail to see it*Recognize the signals*Look for those who exploit or and game the system(s) | Zeune Gary D Minges Don |
| 5/30/2025 | 9 - 10:10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| 2023 Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements (Webinar) (25WA-1959)25WA-1959 | *Federal laws providing greater visibility of sexual harassment and sexual assault claims *Agency rulings curtailing confidentiality and non-disparagement clauses in agreements | Ackels Alana K. |
| 6/16/2025 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Are Those Independent Contractors Really Independent Contractors? (Webinar) (25WA-1958)25WA-1958 | *Classification of workers as employees or independent contractors | Ackels Alana K. |
| 6/16/2025 | 8 - 9:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Combatting Sexual Harassment in the Workplace (Webinar) (25WA-2229)25WA-2229 | *Sexual harassment prevention*Company culture | Ackels Alana K. |
| 6/26/2025 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Securing Executive Buy-In for Your Initiatives: Communication Techniques to Persuade Decision-Makers (Webinar) (25WA-1980)25WA-1980 | *Persuasion*Executive Buy-In*Communication*Leadership | |
| 6/17/2025 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Navigating Difficult Conversations with Clients (Webinar) (25WA-1577)25WA-1577 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership*Customer Service | |
| 6/2/2025 | 12 - 1:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Be the Sun, Not the Salt, featuring Harry Cohen and John Daly (Webinar) (25WA-1785)25WA-1785 | *What is the Heliotropic Effect?*Be the Six Sun Pearls*Today is a good day to do good*Be the bright spot in the room*Be your own sun*Do the next right thing*Pet peeves bite*Knowing isn't doing | Daly John L |
| 6/10/2025 | 6 - 7 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Estate Planning for Today and Beyond (Webinar) (25WA-1815)25WA-1815 | *Analysis of upcoming trends and anticipated shifts in estate planning practices*Review of legislative updates affecting estate planning strategies*Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency*Integration of digital assets and technology into estate planning frameworks*Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional*relationships | Werner Arthur J |
| 6/10/2025 | 11 a.m. - 6:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| AI and You (Webinar) (25WA-1685)25WA-1685 | *Leadership*Future of Work*Workforce Planning*Change Management*Technology in HR*Job Redesign*Â | |
| 6/5/2025 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| K2's 2023 Accessing And Managing Data In Excel (Webinar) (25WA-1399)25WA-1399 | *Using Power Query to link data into Excel*Manipulating Excel data with data transformations*Creating data models using Power Query*Examples of common and useful transformations | Stephens Tommy G |
| 5/22/2025 | 2 - 5:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Performance Targets That Deliver Results Without Burnout (Webinar) (25WA-1948)25WA-1948 | *Performance target design*Target testing | |
| 6/16/2025 | 3 - 4:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| DEI in the Remote Work Era (Webinar) (25WA-1500)25WA-1500 | *DEI*Employee engagement*Remote work*Organizational culture*Employee relations | |
| 5/28/2025 | 2 - 3:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Employment Law 101 (Webinar) (25WA-2230)25WA-2230 | *Title VII*Americans With Disabilities Act*Age Discrimination in Employment Act *Family Medical Leave Act *Fair Labor Standards Act *Equal Pay Act *National Labor Relations Act *Fair Credit Reporting Act | Ackels Alana K. |
| 6/26/2025 | 10 - 11:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| I want the TRUTH: Preparing to be an Expert Witness (Webinar) (25WA-1411)25WA-1411 | *Rules of civil and criminal procedure*Applicable standards*Testifying basics*Cross-examination techniques | Cotton David L |
| 5/23/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Coaching and Counseling: Performance Management (Webinar) (25WA-2137)25WA-2137 | *Setting and resetting performance expectations.*On-the-spot counseling.*Addressing erratic performance.*Drafting and presenting performance appraisals. | Mirarchi Michael |
| 6/23/2025 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's Getting Started With Artificial Intelligence (Webinar) (25WA-1383)25WA-1383 | *Understanding AI tools available today*Creating accounts in AI platforms*Querying data from AI platforms*Customizing your AI subscriptions | Stephens Tommy G |
| 5/21/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Avoiding Budget People Issues:Â Managing Budgeting's Soft Side (Webinar) (25WA-1521)25WA-1521 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 5/29/2025 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Navigating Leaves of Absence (Webinar) (25WA-1546)25WA-1546 | *Family Medical Leave Act - full time and intermittent*Americans With Disabilities Act *Special rules for managers *Handling fraud, abuse, and performance issues in connection with a leave of absence | Ackels Alana K. |
| 5/30/2025 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| A Practitioner's Guide to IRAs and Qualified Retirement Plans (Webinar) (25WA-2193)25WA-2193 | *Traditional and Roth IRAs: Understanding retirement savings options*SEP and SIMPLE IRAs: Exploring retirement plans for small businesses*Qualified Plans: Navigating employer-sponsored retirement plans*Defined Benefit and Defined Contribution Plans: Comparing retirement plan structures*401(k) Plans: Maximizing benefits with employer-sponsored options*Retirement Plan Selection: Choosing the best plan for individual client needs*Minimum Distribution Rules: Ensuring compliance and understanding withdrawal regulations*Tax Implications: Analyzing the tax consequences of retirement plan decisions*Retirement Planning Strategies: Implementing effective strategies for client financial goals | Werner Arthur J |
| 6/25/2025 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Responding To Retaliation Concerns and Capturing Key Retaliation Case Metrics (Webinar) (25WA-2056)25WA-2056 | *Speak up Culture*Ethical Culture*Internal complaint reporting and investigations | |
| 6/19/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Strategies for Guiding Clients Through Challenging Situations: Tax Insights (Webinar) (25WA-1846)25WA-1846 | *Navigating the tax and non-tax dimensions of divorce.*Unveiling tax and non-tax considerations in personal bankruptcy, debt cancellation, foreclosure, repossession, and bad debt reporting.*Exploring the tax and non-tax aspects of personal relationship matters, encompassing cohabitation, property rights, premarital agreements, filing status, exemptions, and dependents.*Grasping the intricacies of support considerations for spouses and former spouses.*Addressing support matters for children of divorced or separated parents, alongside the tax treatment of back child support.*Delving into the business implications in instances of business dissolution.*Tackling specialized topics, including marital property rules, tax rate comparisons for married and unmarried individuals, head of household status, and treatment of refunds and deficiencies. | Werner Arthur J |
| 6/11/2025 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners (Webinar) (25WA-2130)25WA-2130 | *Communication*Leadership*Character*Behavior | |
| 6/23/2025 | 11 a.m. - 12:50 p.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
| Mastering The Three Pillars of Cybersecurity: Exploring the Technology Pillar (Webinar) (25WA-2245)25WA-2245 | *Technology*Cybersecurity | Melloy Jon |
| 6/27/2025 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Promoting Mental Health in the Workplace to Prevent Violence (Webinar) (25WA-1497)25WA-1497 | *Mental Health Awareness | Sexton Andy Ayers Chad |
| 5/28/2025 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Head and Heart of Ethics: Featuring Bob Mims and Don Minges (Webinar) (25WA-2309)25WA-2309 | *The difficult trade-offs in making choices*Functioning in the 'gray' areas*The value of trust*How lack of accountability can lead to ethical issues | Minges Don Mims Robert |
| 6/30/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| A Practical Guide to Trusts (Webinar) (25WA-1455)25WA-1455 | *The role of the trustee and how to avoid problems*How to use trusts to avoid probate*How revocable living trusts are affected by income, gift, and estate taxes*Marital deductions and marital and bypass trusts*How an irrevocable trust can be the center of an estate plan*Advantages of an irrevocable life insurance trust*How to create a dynasty trust*Why a GRIT, GRAT, GRUT, or QPRT can be a good estate planning tool*Trust options to provide security for older clients*Advantages, tax consequences, and limits on charitable contributions and private foundations*Charitable remainder and charitable lead trust issues*How trusts can serve as asset protection devices Business trust issues | Werner Arthur J |
| 5/26/2025 | 8 a.m. - 3:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's Ripped From the Headlines: Lessons From Interesting Tech Crimes (Webinar) (25WA-1407)25WA-1407 | *Common security weaknesses that occur with hardware and software at home and in the office*Malware, ransomware, data breach, and incident response tips*Internal control failures which result in the theft of assets or unauthorized manipulation of data | Stephens Tommy G |
| 5/22/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Imagining a World Without Non-Competes (Webinar) (25WA-1977)25WA-1977 | *Federal non-compete law*State non-compete law | Ackels Alana K. |
| 6/17/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Thrive Amidst the Chaos: Three Steps to Increase Your Energy and Learn to Dance in the Rain (Webinar) (25WA-1610)25WA-1610 | *Health and Wellness*Burnout*Stress Management*Employee Engagement | |
| 6/3/2025 | 6 - 7 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Design Flexible Work Options To Attract and Retain Your Workforce (Webinar) (25WA-2119)25WA-2119 | *Flexible Work Options*Employee Engagement*Talent Management Strategy | |
| 6/21/2025 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Preparing for and Conducting Discharge Meetings (Webinar) (25WA-1834)25WA-1834 | *Issues to be evaluated pre-discharge.*Off-site/off work-misconduct.*Pre-discharge interviews*Resignations*Discharge meetings*Exit Interviews*Reference checks | Mirarchi Michael |
| 6/11/2025 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Fraud Risk Management (Webinar) (25WA-1692)25WA-1692 | *Fraud risk management*Fraud risk assessments*Data analytics*Fraud risk management tools | Cotton David L |
| 6/6/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Optimize Your Staff's Performance (Webinar) (25WA-2303)25WA-2303 | *The 4 perspectives of optimization*The Two Circle Analysis. The What*The How. The Leadership 10*The Fatal 13*5 thoughts for a healthy work environment | O'Brien William |
| 6/28/2025 | 10 a.m. - 1:50 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Ethical Situations - What to do When?, featuring Allison McLeod and Don Minges (Webinar) (25WA-2033)25WA-2033 | *Intentions versus results.*Is using the 'Threats Based Approach' always the best?*What is, "The clean hands rule," and how does it apply to Ethics?*Situations where Ethics is not black-and-white.  | Minges Don McLeod Allison M. |
| 6/19/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Controller Function: Cash and Investments (Webinar) (25WA-1648)25WA-1648 | *Accounting*Finance | Fountain Lynn |
| 6/4/2025 | 12 - 1:20 p.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
| Shortcuts to Personal and Professional Success (Webinar) (25WA-2254)25WA-2254 | *What really leads to success in the modern world*The five things that correlate with fulfillment*The five skills that lead to personal success*Why "inner technology" is so important to succeed*Mastering the Art of Communication*Why communication is so important*The five mistakes people often make when they communicate*How to solve problems without bruising egos*How to get people to want to work with you*The Magic of Motivation*The key to success is consistency*Why people normally don't stay motivated, and how to overcome this*Why procrastination is a problem, and how it can be easily handled*How to motivate other people*Overcoming Your Fears*Why people have fears, and how they can be overcome*The three skills needed to overcome any fear*Identifying the fears that stop you, and creating a plan to overcome them*Â What makes people really happy--and what doesn't*The three most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to tap into a greater sense of purpose and meaning*How to use positive psychology principles to help your business | Robinson Jonathan |
| 6/27/2025 | 10 a.m. - 5:45 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| The Controllership Series: Addressing Budgeting Uncertainty (Webinar) (25WA-1676)25WA-1676 | *Accounting*Finance | Fountain Lynn |
| 6/5/2025 | 4 - 5:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Managing the Accounting Department (Webinar) (25WA-1941)25WA-1941 | *Accounting*Leadership*Management | Lindell James T |
| 6/16/2025 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Aligning Analytics to COSO's Fraud Risk Management Principles (Webinar) (25WA-1951)25WA-1951 | *COSO Fraud Risk Management Guide*Aligning data analytics considerations to an effective fraud risk management program*How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program | Walden Vincent |
| 6/16/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Coaching and Counseling: Addressing Misconduct (Webinar) (25WA-1833)25WA-1833 | *Insubordination*Personality and attitude problems.*Generalized disparaging comments*Previously unaddressed conduct.*Misconduct due to mental condition*Corrective action meetings and documentation.*Attendance control. | Mirarchi Michael |
| 6/11/2025 | 9 - 10:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Performance Auditing Made Easy (Webinar) (25WA-1566)25WA-1566 | *Performance audit standards*Performance audit types*Performance audit objectives | Cotton David L |
| 6/2/2025 | 8 - 9:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Expand Your Analytical Toolbox More Tools for Success (Webinar) (25WA-1936)25WA-1936 | *5 step valuation process*2 specific valuation approaches*The Gordon Model*10 thoughts on banker selection*Rating your bank*10 hints for keeping your toolbox full | O'Brien William |
| 6/14/2025 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Cost and Pricing Models: Creating an Effective Tool (Webinar) (25WA-1851)25WA-1851 | *Building computer costing models & sub models*The importance of volume sensitive models*Your twelve most important indirect costs*Using rate tables *Modeling -- Professional Services Job Costs*Modeling -- Repetitive Manufacturing*Why return on sales may be an inferior way to plan for profit | Daly John L |
| 6/12/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (25WA-1582)25WA-1582 | *Financial Statement Preparation*Common Mistakes made in Preparing Financial Statements*GASB Financial Statement Preparation Standards | Pembrook Chris Crawford Frank W |
| 6/2/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Staff Retention Keep the Best People (Webinar) (25WA-1575)25WA-1575 | *Remote workforce*Employee retention*Staff turnover | Daly John L |
| 6/2/2025 | 12 - 3 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| Personal Leadership Skills (Webinar) (25WA-1942)25WA-1942 | *Leadership*Personality Types*Communication*Memory | Lindell James T |
| 6/16/2025 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Devious Ethics: Avoiding Snakes in Suits (Webinar) (25WA-1469)25WA-1469 | *Discuss psychopathy's symptoms*Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules*Look at precautions you should take when considering a new boss or employee*Help identify someone who might con you or your company | Daly John L |
| 5/26/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Practical Ethics and Circular 230 Compliance for CPAs (Webinar) (25WA-2142)25WA-2142 | *Taxpayers' rights and protections*Professional oversight in tax practice*Navigating Circular 230 complexities*Ethical practice before the IRS*Preparer roles and responsibilities*Compliance with rules on written advice*Ensuring client confidentiality*Upholding best practices in tax preparation | Werner Arthur J |
| 6/23/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Eight Biggest Threats to your business and introducing Three Pillars of Cybersecurity (Webinar) (25WA-1974)25WA-1974 | *Technology*Cybersecurity | Melloy Jon |
| 6/17/2025 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Giving Feedback that Delivers Results (Webinar) (25WA-1859)25WA-1859 | *Communicaiton*Performance Reviews*Feedback*Management*Leadership | |
| 6/12/2025 | 6 - 7:20 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Head and Heart of Ethics: Featuring Bob Mims and Don Minges (Webinar) (25WA-1351)25WA-1351 | *The difficult trade-offs in making choices*Functioning in the 'gray' areas*The value of trust*How lack of accountability can lead to ethical issues | Mims Robert Minges Don |
| 5/21/2025 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Preparing to be a Forensic Accountant: Focus on Document Review and Handwriting Analysis (Webinar) (25WA-1680)25WA-1680 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/5/2025 | 11 a.m. - 12:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Preparing for and Conducting Discharge Meetings (Webinar) (25WA-2139)25WA-2139 | *Issues to be evaluated pre-discharge.*Off-site/off work-misconduct.*Pre-discharge interviews*Resignations*Discharge meetings*Exit Interviews*Reference checks | Mirarchi Michael |
| 6/23/2025 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Managing Your Money in Retirement (Webinar) (25WA-1853)25WA-1853 | *Social Security*Retirement*Asset allocation*Fraud | Daly John L |
| 6/12/2025 | 6 - 9 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| The Controllership Series: Overhead, Direct and Indirect Costs and Allocation Methods (Webinar) (25WA-2020)25WA-2020 | *Accounting*Finance*Procurement*Operations | Fountain Lynn |
| 6/18/2025 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Ask Me No Questions and I Will Tell You No Lies: The Art of Interviewing and Interrogation (Webinar) (25WA-1702)25WA-1702 | *Defining an interview*Why we choose to believe or not believe someone*Types of individuals you will be talking with*Why people lie*Types of liars*Unsharable needs*Verbal and nonverbal clues*How to listen*Obtaining a confession | Dycus Dennis F |
| 6/6/2025 | 3 - 5:55 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Assessing the Real Ethics of an Organization?, featuring Joe Oringel, MBA, CPA, CIA and Don Minges, MBA (Webinar) (25WA-2091)25WA-2091 | *What are the signs of an ethical versus unethical organization?*The need for clear policies*Policies should be detailed, clear and unambiguous*The importance of 'doing the right thing when no one else is looking'*How exceptions offer opportunities to the unethical*Should exceptions be allowed? | Minges Don |
| 6/21/2025 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Predictive Accounting: Driver-Based Budgeting and Rolling Financial Forecasts (Webinar) (25WA-2206)25WA-2206 | *The shift to "predictive accounting" for Decision Making, Planning, and Budgeting*Problems with traditional annual budget processes*Develop a driver-based "operational budget" based on resource capacity planning*Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable*Create closed loop capacity plans*Forecast demand for budgeting and rolling financial forecasts*Integrating enterprise risk management (ERM) with management accounting*Applying target costing for cost estimating | Cokins Gary |
| 6/26/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners (Webinar) (25WA-1825)25WA-1825 | *Communication*Leadership*Character*Behavior | |
| 6/11/2025 | 9 - 10:50 a.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
| Minimizing Workplace Warfare (Webinar) (25WA-1916)25WA-1916 | *Sources of Workplace Conflict*Conflict Resolution Strategies*Communication Skills and Active Listening*Conflict Management Techniques | |
| 6/14/2025 | 2 - 3:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 2 (Webinar) (25WA-1698)25WA-1698 | *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 | Robinson Jonathan |
| 6/6/2025 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Creative Strategies for Buying, Selling or Gifting a Business (Webinar) (25WA-1620)25WA-1620 | *Valuation methods for business interests*Stock purchase versus asset purchase*Estate transfer and tax considerations*Gifting strategies for business interests*Trusts and partnerships in business transfers*Self-canceling installment notes in transactions*Transferring S corporation stock to trusts*Business interest transfer with Employee Stock Ownership Plan (ESOP) | Werner Arthur J |
| 6/3/2025 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Let's End Business Ethics (Webinar) (25WA-1491)25WA-1491 | *Ethics defined*Are there business ethics?*How to identify ethical issues*Deciphering your ethical code*Why ethical behavior is good for your business*How to make ethical decisions | Levy John F |
| 5/28/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| ProActive Response Group De-Escalation Training (Webinar) (25WA-1890)25WA-1890 | *Definition of De-Escalation*Recognizing Anger*Situational Awareness*LOWLINE Technique*MR EBS Technique*Posturing*Controlling the Environment | Sexton Andy Ayers Chad |
| 6/13/2025 | 12 - 12:55 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Public Speaking and Confident Communication in Business (Webinar) (25WA-2036)25WA-2036 | *Communication*Public Speaking*Presentation Skills | |
| 6/19/2025 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Ethics Hour: The Single Best and Most Overlooked Source of Fraud (Webinar) (25WA-1992)25WA-1992 | *One key area to look for fraud?*It is right in front of you, but some auditors fail to see it*Recognize the signals*Look for those who exploit or and game the system(s) | Minges Don Zeune Gary D |
| 6/18/2025 | 1 - 2:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| ProActive Response Group De-Escalation Training (Webinar) (25WA-1711)25WA-1711 | *Definition of De-Escalation*Recognizing Anger*Situational Awareness*LOWLINE Technique*MR EBS Technique*Posturing*Controlling the Environment | Sexton Andy Ayers Chad |
| 6/6/2025 | 10 - 10:55 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Performance Targets That Deliver Results Without Burnout (Webinar) (25WA-1768)25WA-1768 | *Performance target design*Target testing | |
| 6/9/2025 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Performance Auditing Made Easy (Webinar) (25WA-1471)25WA-1471 | *Performance audit standards*Performance audit types*Performance audit objectives | Cotton David L |
| 5/27/2025 | 2 - 3:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| The Motives and Mystery of Ethics-Understanding the Why (Webinar) (25WA-1489)25WA-1489 | *Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions | Mims Robert |
| 5/27/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Business Consulting for CPAs (Webinar) (25WA-1551)25WA-1551 | *What is Business Consulting?*Identify the types of Management services your firm could offer.*How to become the trusted advisor -- identification of client's needs?*Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements.*Know what it takes to create a valuable outcome for the client.*Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants.*Learn techniques to become a more effective consultant.*Professional standards application | Lindell James T |
| 5/31/2025 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 2023 Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements (Webinar) (25WA-1779)25WA-1779 | *Federal laws providing greater visibility of sexual harassment and sexual assault claims *Agency rulings curtailing confidentiality and non-disparagement clauses in agreements | Ackels Alana K. |
| 6/9/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Expand Your Analytical Toolbox More Tools for Success (Webinar) (25WA-2267)25WA-2267 | *5 step valuation process*2 specific valuation approaches*The Gordon Model*10 thoughts on banker selection*Rating your bank*10 hints for keeping your toolbox full | O'Brien William |
| 6/27/2025 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Better Forecasts: Be a Better Predictor (Webinar) (25WA-1968)25WA-1968 | *Why an open mind and the ability to doubt helps make great predictions*Why it is better to be a fox than a hedgehog*How non-conformists change the world*How to focus on what matters*How to learn from the past without hindsight bias | Levy John F |
| 6/17/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Dashboard and Report Design Principles Using Excel (Webinar) (25WA-1765)25WA-1765 | *How to design charts for fastest possible user understanding and ease of use*Review of case studies for group critique*Developing a design standard for your organization*Designing tables for rapid understanding and efficient space use*How to use commentary, maintaining a consistent style and level of detail*Using layout to support long-term memory and improve understanding*The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis.*How to apply these techniques using Excel | |
| 6/9/2025 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Better Forecasts: Be a Better Predictor (Webinar) (25WA-1759)25WA-1759 | *Why an open mind and the ability to doubt helps make great predictions*Why it is better to be a fox than a hedgehog*How non-conformists change the world*How to focus on what matters*How to learn from the past without hindsight bias | Levy John F |
| 6/9/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| What Does Fraud Look Like? (Webinar) (25WA-1972)25WA-1972 | *Why auditors fail to detect fraud*Usual vs an unusual transaction*Why fraud and stupid often look exactly the same*The importance of establishing the Perception of Detection*The number one reason fraud occurs*Looking for things that should be there*Looking for things that should not be there | Dycus Dennis F |
| 6/17/2025 | 5 - 6:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Anti-Bullying and Sensitivity (Webinar) (25WA-2290)25WA-2290 | *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? | |
| 6/28/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Getting on Top of it All: How to Work Smarter, Not Harder - Part 1 (Webinar) (25WA-1983)25WA-1983 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all | Robinson Jonathan |
| 6/17/2025 | 5 - 8:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Inventory Accounting GAAP, Software and Recognizing Variances (Webinar) (25WA-1873)25WA-1873 | *Inventory accounting*GAAP*Methods for dealing with variances | Daly John L |
| 6/13/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Gamed: Why Performance Targets and Incentives Fail and How to Fix Them (Webinar) (25WA-1537)25WA-1537 | *10-step ROKET-DS system, a simple structured method for designing meaningful targets and incentives*Create targets and objectives that align with your strategy*Build engagement with your target owners*Test your targets and incentives rigorously for unexpected outcomes and dangerous loopholes | |
| 5/30/2025 | 3 - 6:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Minimizing Workplace Warfare (Webinar) (25WA-1738)25WA-1738 | *Sources of Workplace Conflict*Conflict Resolution Strategies*Communication Skills and Active Listening*Conflict Management Techniques | |
| 6/7/2025 | 10 - 11:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| A Better Way to Choose Your KPIs (Webinar) (25WA-1767)25WA-1767 | *KPIs*Performance measures*Metrics | |
| 6/9/2025 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Fraud Risk Management (Webinar) (25WA-1964)25WA-1964 | *Fraud risk management*Fraud risk assessments*Data analytics*Fraud risk management tools | Cotton David L |
| 6/17/2025 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 3 (Steganography) (Webinar) (25WA-2271)25WA-2271 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/27/2025 | 1 - 2:30 p.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
| Ethical Situations - What to do When?, featuring Allison McLeod and Don Minges (Webinar) (25WA-1352)25WA-1352 | *Intentions versus results.*Is using the 'Threats Based Approach' always the best?*What is, "The clean hands rule," and how does it apply to Ethics?*Situations where Ethics is not black-and-white.  | Minges Don McLeod Allison M. |
| 5/21/2025 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Controllership Series: Sales, Collections and Customer Credit (Webinar) (25WA-1933)25WA-1933 | *Accounting*Sales*Collections | Fountain Lynn |
| 6/14/2025 | 11 a.m. - 12:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Promoting Mental Health in the Workplace to Prevent Violence (Webinar) (25WA-2155)25WA-2155 | *Mental Health Awareness | Ayers Chad Sexton Andy |
| 6/24/2025 | 5 - 6 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Future of Work: Building a New Model of Work - Micro-Credential Series Part 2 (Webinar) (25WA-2305)25WA-2305 | *Talent Strategy*Recruitment*Retention*Compensation*Enagegement*Alumni Strategy*Work Architecture | |
| 6/28/2025 | 1 - 2:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| It Is Legal, But Is It Really Ethical?, featuring Rob Berry and Bob Mims (Webinar) (25WA-2030)25WA-2030 | *Is 'legal' the same as 'ethical'?*Why or why not?*The value of using the Code of Professional Conduct properly*Resolving situations where the two are divergent | Mims Robert Berry Robert |
| 6/19/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Cryptocurrencies for the CFO: Explaining Blockchain (Webinar) (25WA-1803)25WA-1803 | *What is money?*What are digital assets?*Understanding the what, why, and how of cryptocurrencies*Understanding the what, why, and how of blockchain*NFT's (Non-Fungible Tokens), their role and impact*Explaining the crypto language | Mims Robert |
| 6/10/2025 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Budgeting: Presenting and Communicating your Numbers (Webinar) (25WA-1882)25WA-1882 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 6/13/2025 | 12 - 1:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics - A Line in the Sand; Implications for Daily Business (Webinar) (25WA-2141)25WA-2141 | *Recognize the underlying drivers of individual ethical behavior*Identify the relationship between ethics and integrity*Highlight ethical trends in businesses throughout the world*Review high profile ethics lapses in recent years | Lindell James T |
| 6/23/2025 | 9 a.m. - 12:50 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | 4.2 Ethics |
| It Is Legal, But Is It Really Ethical?, featuring Rob Berry and Bob Mims (Webinar) (25WA-1434)25WA-1434 | *Is 'legal' the same as 'ethical'?*Why or why not?*The value of using the Code of Professional Conduct properly*Resolving situations where the two are divergent | Berry Robert Mims Robert |
| 5/24/2025 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Prioritizing Mental Health in the Post-COVID Workplace (Webinar) (25WA-2178)25WA-2178 | *Introduction to common mental health issues in the workplace*Identifying and managing mental health issues in the workplace*Helping employees with mental health issues perform their jobs more effectively*Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self-care | |
| 6/25/2025 | 9 - 10:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Art of Marketing for CPAs (Webinar) (25WA-2114)25WA-2114 | *Why marketing and self promotion are so important today*What keeps people from learning this skill, and how to overcome those obstacles*How to get people (your boss, co-workers or clients) to like working with you*How to sell someone on your services in a single minute*How to attract more clients or the attention of your boss in a way that "wows" them*How to get referrals from your clients or glowing reviews from your boss*The 3 communication skills every business person needs to master, and why*The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career | Robinson Jonathan |
| 6/21/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| How to Make Difficult People Disappear...Without Going to Jail (Webinar) (25WA-1893)25WA-1893 | *Team dynamics*Influence*Organizational behavior*Leadership | |
| 6/13/2025 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Small HR Team, Big Impact: 3 Employee Engagement Strategies for Lean HR Departments (Webinar) (25WA-1800)25WA-1800 | *HR Leadership*Small HR Teams*HR Department of One*Employee Engagement*Employee Experience*Employee Journey | |
| 6/10/2025 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Business Intelligence (BI) and Business Analytics (BA) (Webinar) (25WA-1602)25WA-1602 | *The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data*Why the interest in BI and BA?*The analytics continuum*How BA can provide a competitive advantage*The difference between BI and BA*The difference between forecasting and predictive analytics*Fundamentals of analytical techniques*Examples for the CFO and accounting function*Benefits from applying analytics*The impact of artificial intelligence (AI) on the accounting profession | Cokins Gary |
| 6/3/2025 | 12 - 1:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| CANCELLED - World-Class Cost Accounting: A Practical Application - 8 Hour Version (Webinar) (25WA-1628)25WA-1628 | *Beginning and intermediate cost principles automatically included *Covers manufacturing materials, labor, period mfg inefficiencies*How to efficiently trace the above costs to products*Substantially reduce manufacturing overhead allocation by 60% or more*ABC analysis is embedded in the MFG cost system without the need for a separate ABC implementation project*Covers fixed and variable MGH overhead of the production department*Covers MFG overhead of the manufacturing support departments*Identifying certain MFG overhead costs as variable that typically are classified as fixed | |
| 6/3/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Governmental Accounting 101 (Webinar) (25WA-1485)25WA-1485 | *Fund Types*Budgetary Accounting*Financial Reporting Requirements*Single Audit Act*Audit Standards and Procedures*Best Practices in Governmental Accounting | Crawford Frank W Pembrook Chris |
| 5/27/2025 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Aligning Analytics to COSO's Fraud Risk Management Principles (Webinar) (25WA-1771)25WA-1771 | *COSO Fraud Risk Management Guide*Aligning data analytics considerations to an effective fraud risk management program*How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program | Walden Vincent |
| 6/9/2025 | 9 - 10:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Inventory Accounting GAAP, Software and Recognizing Variances (Webinar) (25WA-1513)25WA-1513 | *Inventory accounting*GAAP*Methods for dealing with variances | Daly John L |
| 5/29/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Public Speaking and Confident Communication in Business (Webinar) (25WA-1861)25WA-1861 | *Communication*Public Speaking*Presentation Skills | |
| 6/12/2025 | 12 - 1:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Progressive Management Accounting (Webinar) (25WA-1601)25WA-1601 | *A taxonomy of accounting: tax, financial, managerial*A spectrum of direct and indirect absorption costing*Fact-based Data with Activity Based Costing (ABC )*Why do we need advanced management accounting techniques, such as ABC?*How the ABC cost assignment network structure connects costs to products and sales channels*Learn to use ABC to manage product, service-line, channel, and customer profitability*Understand two views of costs: (1) process view versus (2) product view*Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques*Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction*Applying "Attributes" to assess "value-added costs" and "costs of quality (COQ)"*The Shift in ROI's Source from Tangible to Intangible Assets*Increasing the ROI from information -- with Corporate Performance Management (CPM) as a Value-Multiplier*Accelerating the Rate of Adoption for Implementing and CPM*Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social / cultural*How to overcome behavioral resistance to change | Cokins Gary |
| 6/3/2025 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Retirement Planning Issues: Where We Stand Now (Webinar) (25WA-1962)25WA-1962 | *Thorough Exploration of Current Retirement Planning Trends and Implications*Strategies for Maximizing Retirement Savings within Existing Regulatory Structures*Tax-Efficient Navigation of Various Retirement Plan Options*Estate Planning Techniques Aligned with Contemporary Trends for Optimal Benefits*Insight into Latest Rules for Required Minimum Distributions (RMDs) | Werner Arthur J |
| 6/16/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Getting on Top of it All: How to Work Smarter, Not Harder - Part 2 (Webinar) (25WA-2255)25WA-2255 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all | Robinson Jonathan |
| 6/27/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Clear. Confident. Compelling. Communication Strategies for Women in Business (Webinar) (25WA-1913)25WA-1913 | *What behaviors detract from the value that you bring to the table and negatively influence the respect your staff and colleagues have for you*What your body language may be communicating about your overall confidence, capability, and self-assuredness*More effective ways to communicate as a female leader*Skills to display and communicate confidence while inspiring trust and increasing credibility | |
| 6/14/2025 | 8 - 9:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Expand Your Analytical Toolbox More Tools for Success (Webinar) (25WA-1681)25WA-1681 | *5 step valuation process*2 specific valuation approaches*The Gordon Model*10 thoughts on banker selection*Rating your bank*10 hints for keeping your toolbox full | O'Brien William |
| 6/5/2025 | 6 - 9:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Small Business Risk Avoidance (Webinar) (25WA-1717)25WA-1717 | *New perspective on corporate governance*ERM overviewERM-small business approach;*10 steps to take NOW! | O'Brien William |
| 6/6/2025 | 10 a.m. - 1:50 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Ethics for CPAs: The Practical and the Possible (Webinar) (25WA-1376)25WA-1376 | *The AICPA Code of Professional Conduct and its interpretations*New developments in regulation at the national and state level*Best practices, case studies, and disciplinary actions | |
| 5/21/2025 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Audit Risk Assessment in Plain English (Webinar) (25WA-1839)25WA-1839 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment*Â | Pembrook Chris Crawford Frank W |
| 6/11/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Resolving Ethical Dilemmas: You Make the Call (Webinar) (25WA-1660)25WA-1660 | *Ethical frameworks*Threats and safeguards to objectivity and independence | Cotton David L |
| 6/5/2025 | 6 - 7:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | .5 Ethics |
| Navigating Leaves of Absence (Webinar) (25WA-1775)25WA-1775 | *Family Medical Leave Act - full time and intermittent*Americans With Disabilities Act *Special rules for managers *Handling fraud, abuse, and performance issues in connection with a leave of absence | Ackels Alana K. |
| 6/9/2025 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Achieving Balance in Work and Life: Part 2 (Webinar) (25WA-1419)25WA-1419 | *Why we get off balance and how to overcome those tendencies*Methods that turbo charge motivation, health and happiness*The power of culture and friends to affect our lives*The importance of clear intention in order to effect change that lasts | Robinson Jonathan |
| 5/23/2025 | 1 - 4:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Forensic Data Analytics Supercourse for Fraud Prevention and Detection (Webinar) (25WA-2227)25WA-2227 | *Forensic data analytics*Fraud prevention and detection*Data validation and methodologies*COSO's Fraud Risk Management Guide principles*Innovations in anti-fraud technology | Walden Vincent |
| 6/26/2025 | 11 a.m. - 6:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Navigating Difficult Conversations with Clients (Webinar) (25WA-1740)25WA-1740 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership*Customer Service | |
| 6/7/2025 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Promoting Mental Health in the Workplace to Prevent Violence (Webinar) (25WA-1885)25WA-1885 | *Mental Health Awareness | Ayers Chad Sexton Andy |
| 6/13/2025 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Avoiding Budget People Issues:Â Managing Budgeting's Soft Side (Webinar) (25WA-2100)25WA-2100 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 6/21/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Devious Ethics: Avoiding Snakes in Suits (Webinar) (25WA-1752)25WA-1752 | *Discuss psychopathy's symptoms*Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules*Look at precautions you should take when considering a new boss or employee*Help identify someone who might con you or your company | Daly John L |
| 6/7/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Making Culture A Competitive Advantage (Webinar) (25WA-2083)25WA-2083 | *Talent Strategy*Culture*Employee Engagement*Employee Retention*Leadership*Leadership Strategy*Â | |
| 6/20/2025 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Drive Results with Metrics (Webinar) (25WA-1451)25WA-1451 | *Performance metrics*Budgets | Daly John L |
| 5/26/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 360 Budgeting: A Holistic Approach to Process and Solutions (Webinar) (25WA-2209)25WA-2209 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 6/26/2025 | 8 a.m. - 4:15 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 2024 Business Federal Tax Update (Webinar) (25WA-2272)25WA-2272 | *Thorough exploration of essential IRC Sections pertinent to business income taxation*Comprehensive assessment of recent changes and updates in business taxation*Examination of business changes arising from significant legislative updates*Analysis of pertinent tax code sections, including Section 199A*Addressing tax considerations for various business schedules (C, F, and E)*Navigating partnership, corporation, and LLC taxation issues*Unpacking the complexities of COVID-19-related subsidies and their tax implications*Interaction of Code Section 461(l) with Section 382 and carryover rules*Understanding defaulted loans, bankruptcy implications, and their tax treatment*Grasping the impact of the CARES, HEROES, and HEALS acts on business income taxation*Special rules governing the business use of a home*Reporting requirements for converting personal use property to business use | Werner Arthur J |
| 6/27/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Controllership Series: Financial Statement Preparation (Webinar) (25WA-1617)25WA-1617 | *Accounting*Finance*Financial Statement Preparation | Fountain Lynn |
| 6/3/2025 | 6 - 8:25 p.m. | Online | 2.6 CPE (2.6 tech, 0 non-tech) | |
| It Is Legal, But Is It Really Ethical?, featuring Rob Berry and Bob Mims (Webinar) (25WA-1349)25WA-1349 | *Is 'legal' the same as 'ethical'?*Why or why not?*The value of using the Code of Professional Conduct properly*Resolving situations where the two are divergent | Berry Robert Mims Robert |
| 5/21/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Public Speaking and Confident Communication in Business (Webinar) (25WA-1638)25WA-1638 | *Communication*Public Speaking*Presentation Skills | |
| 6/4/2025 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Appreciation Intelligence: The New AI (Webinar) (25WA-1504)25WA-1504 | *Languages of appreciation*Appreciation strategies | |
| 5/28/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Building Flexible Budgeting Models: Walking Through and Crunching The Numbers (Webinar) (25WA-1906)25WA-1906 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 6/14/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Why Auditors Fail To Detect Fraud (Webinar) (25WA-1494)25WA-1494 | *Reasons auditors fail to detect fraud*Willful Ignorance*SAS No. 82*Additional documentation*How and who to talk to*Determining the Tone At the Top*How to Determining Intent*If you expect it, you will see it | Dycus Dennis F |
| 5/28/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 1 (Webinar) (25WA-2078)25WA-2078 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/20/2025 | 9 - 10:15 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Achieve Competency in Three Basic Tool Categories: Master the Fundamentals (Webinar) (25WA-2273)25WA-2273 | *Tools for FSA*The 3 P's*The QST trifecta*The integrated planning model*Performance based management*The value chain*The balanced scorecard | O'Brien William |
| 6/27/2025 | 2 - 5:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| K2's 2023 Introduction To Excel Macros (Webinar) (25WA-1557)25WA-1557 | *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 | Stephens Tommy G |
| 5/31/2025 | 2 - 5:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Controllership Series: Sales, Collections and Customer Credit (Webinar) (25WA-1675)25WA-1675 | *Accounting*Sales*Collections | Fountain Lynn |
| 6/5/2025 | 6 - 7:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| The Controllership Series: Addressing Cash Flow and Forecasting Uncertainty (Webinar) (25WA-2076)25WA-2076 | *Accounting*Finance*Cashflow | Fountain Lynn |
| 6/20/2025 | 4 - 5:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Social Media: The Bare Necessities (Webinar) (25WA-2000)25WA-2000 | *Communication*Social Media*Marketing*Publicity*Public Relations*Business Strategy | |
| 6/18/2025 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Competent Accountant - Mastering the Role of the Controller/ CFO (Webinar) (25WA-2094)25WA-2094 | *Business Management*Organization | Lindell James T |
| 6/21/2025 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Diversity, Inclusion, Equity and Belonging (Webinar) (25WA-1912)25WA-1912 | *Why should I be thinking about inclusion?*Does racism impact my workplace at all?*Where might I be vulnerable and unaware? | |
| 6/14/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Building Your Own Library of Anti-fraud and Continuous Monitoring Tests (Webinar) (25WA-1772)25WA-1772 | *Build your own forensic data analytics tests around vendors, customers or employees*Expand your knowledge and library of available anti-fraud tests and behavioral algorithms*Align the right tests to the appropriate risks*Practical applications and use cases | Walden Vincent |
| 6/9/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| State Tax Nexus: Frequently Awkward Questions (Webinar) (25WA-1622)25WA-1622 | *Frequently asked questions about income tax and sales tax nexus*New developments *Key factors in reviewing potential nexus consequences*Nexus road trip to eight large states*Tax impacts of remote work*Free, multistate resources | |
| 6/3/2025 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Power of a Good Story! (Webinar) (25WA-1428)25WA-1428 | *The 3 elements of storytelling  *3 real world examples         *10 thoughts for the road   | O'Brien William |
| 5/23/2025 | 2 - 5:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Future of Work: The Landscape of Work Today - Micro-Credential Series Part 1 (Webinar) (25WA-2027)25WA-2027 | *Employment Data*Talent Strategy | |
| 6/18/2025 | 9 - 10:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Profitability Pricing: Boost your Bottom Line (Webinar) (25WA-1728)25WA-1728 | *Competitive bids*Achieving target profitability  | Daly John L |
| 6/7/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Predictive Accounting: Driver-Based Budgeting and Rolling Financial Forecasts (Webinar) (25WA-2286)25WA-2286 | *The shift to "predictive accounting" for Decision Making, Planning, and Budgeting*Problems with traditional annual budget processes*Develop a driver-based "operational budget" based on resource capacity planning*Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable*Create closed loop capacity plans*Forecast demand for budgeting and rolling financial forecasts*Integrating enterprise risk management (ERM) with management accounting*Applying target costing for cost estimating | Cokins Gary |
| 6/28/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI, ChatGPT (Webinar) (25WA-1953)25WA-1953 | *AI and ChatGPT*Machine learning & predictive transaction tagging*Profiles of an improper or corrupt vendor payment*Data Sharing Consortium and Split Learning Techniques*Cryptocurrency trends and applications from an accountant's perspective | Walden Vincent |
| 6/16/2025 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Combatting Sexual Harassment in the Workplace (Webinar) (25WA-1547)25WA-1547 | *Sexual harassment prevention*Company culture | Ackels Alana K. |
| 5/30/2025 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Fraud Assessment for Small and Medium Sized Businesses (Webinar) (25WA-1718)25WA-1718 | *The fraud triangle*The fraud savvy model*Symptoms of fraud*Benford's Law*The net worth method*The vulnerability chart*10 steps for action today | O'Brien William |
| 6/6/2025 | 12 - 3:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Employment Law 101 (Webinar) (25WA-1777)25WA-1777 | *Title VII*Americans With Disabilities Act*Age Discrimination in Employment Act *Family Medical Leave Act *Fair Labor Standards Act *Equal Pay Act *National Labor Relations Act *Fair Credit Reporting Act | Ackels Alana K. |
| 6/9/2025 | 2 - 3:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Fraud Risk Management (Webinar) (25WA-1441)25WA-1441 | *Fraud risk management*Fraud risk assessments*Data analytics*Fraud risk management tools | Cotton David L |
| 5/26/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 360 Budgeting: A Holistic Approach to Process and Solutions (Webinar) (25WA-1729)25WA-1729 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 6/7/2025 | 10 a.m. - 6:15 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Coaching and Counseling: Performance Management (Webinar) (25WA-1482)25WA-1482 | *Setting and resetting performance expectations.*On-the-spot counseling.*Addressing erratic performance.*Drafting and presenting performance appraisals. | Mirarchi Michael |
| 5/27/2025 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Mastering The Three Pillars of Cybersecurity: Exploring the Technology Pillar (Webinar) (25WA-1793)25WA-1793 | *Technology*Cybersecurity | Melloy Jon |
| 6/10/2025 | 6 - 7 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| K2's Excel PivotTables for Accountants (Webinar) (25WA-1563)25WA-1563 | *PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables*Formatting PivotTables*Advanced PivotTable techniques and options, including consolidation PivotTables, user-defined calculations, and working with Power Pivot*Analytical techniques available in PivotTables | Stephens Tommy G |
| 5/31/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| Getting on Top of it All: How to Work Smarter, Not Harder - Part 2 (Webinar) (25WA-1509)25WA-1509 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all | Robinson Jonathan |
| 5/28/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Head and Heart of Ethics: Featuring Bob Mims and Don Minges (Webinar) (25WA-1786)25WA-1786 | *The difficult trade-offs in making choices*Functioning in the 'gray' areas*The value of trust*How lack of accountability can lead to ethical issues | Mims Robert Minges Don |
| 6/10/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 2 (Webinar) (25WA-2314)25WA-2314 | *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 | Robinson Jonathan |
| 6/30/2025 | 2 - 5:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Shortcuts to Personal and Professional Success (Webinar) (25WA-1508)25WA-1508 | *What really leads to success in the modern world*The five things that correlate with fulfillment*The five skills that lead to personal success*Why "inner technology" is so important to succeed*Mastering the Art of Communication*Why communication is so important*The five mistakes people often make when they communicate*How to solve problems without bruising egos*How to get people to want to work with you*The Magic of Motivation*The key to success is consistency*Why people normally don't stay motivated, and how to overcome this*Why procrastination is a problem, and how it can be easily handled*How to motivate other people*Overcoming Your Fears*Why people have fears, and how they can be overcome*The three skills needed to overcome any fear*Identifying the fears that stop you, and creating a plan to overcome them*Â What makes people really happy--and what doesn't*The three most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to tap into a greater sense of purpose and meaning*How to use positive psychology principles to help your business | Robinson Jonathan |
| 5/28/2025 | 12 - 7:45 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Avoiding Budget People Issues:Â Managing Budgeting's Soft Side (Webinar) (25WA-1606)25WA-1606 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 6/3/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Assessing the Real Ethics of an Organization?, featuring Joe Oringel, MBA, CPA, CIA and Don Minges, MBA (Webinar) (25WA-2145)25WA-2145 | *What are the signs of an ethical versus unethical organization?*The need for clear policies*Policies should be detailed, clear and unambiguous*The importance of 'doing the right thing when no one else is looking'*How exceptions offer opportunities to the unethical*Should exceptions be allowed? | Minges Don |
| 6/24/2025 | 11 - 11:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Building Your Own Library of Anti-fraud and Continuous Monitoring Tests (Webinar) (25WA-2225)25WA-2225 | *Build your own forensic data analytics tests around vendors, customers or employees*Expand your knowledge and library of available anti-fraud tests and behavioral algorithms*Align the right tests to the appropriate risks*Practical applications and use cases | Walden Vincent |
| 6/26/2025 | 3 - 4:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Form 1120S: Preparation and Analysis (Webinar) (25WA-2168)25WA-2168 | *Understanding the definition and requirements of an S corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders*Income and Deductions: Understanding the different types of income and deductions that an S corporation can have, including ordinary income, capital gains and losses, depreciation, and expenses.*Shareholder Basis: Understanding the shareholder's basis in the S corporation, how to calculate it, and the impact of distributions on the basis.*Reporting Requirements: Understanding the different reporting requirements for Form 1120S, including Schedule K-1, Schedule L, Schedule M-2, and Schedule M-3*Tax Planning: Understanding the tax planning strategies available to S Corporations and their shareholders, including tax deferral, income shifting, and tax-free reorganizations | Werner Arthur J |
| 6/24/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (25WA-1358)25WA-1358 | *Financial Statement Preparation*Common Mistakes made in Preparing Financial Statements*GASB Financial Statement Preparation Standards | Pembrook Chris Crawford Frank W |
| 5/21/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Getting on Top of it All: How to Work Smarter, Not Harder - Part 1 (Webinar) (25WA-1780)25WA-1780 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all | Robinson Jonathan |
| 6/9/2025 | 10 a.m. - 1:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Combatting Sexual Harassment in the Workplace (Webinar) (25WA-1956)25WA-1956 | *Sexual harassment prevention*Company culture | Ackels Alana K. |
| 6/16/2025 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Building Trust in Remote Teams: Catalyze Collaboration and Communication (Webinar) (25WA-1479)25WA-1479 | *Communication*Teamwork*Collaboration | |
| 5/27/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Mergers and Acquisitions: Tricks, Traps and Terrors (Webinar) (25WA-1553)25WA-1553 | *Business Management*Organization | Lindell James T |
| 5/31/2025 | 3 - 6:50 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
| Rewards and Recognition Strategies for Leaders (Webinar) (25WA-1629)25WA-1629 | *Leadership*Recognition*Total Rewards*Employee Engagement | |
| 6/3/2025 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Emotional Intelligence (Webinar) (25WA-2161)25WA-2161 | *Emotions*Relationships | |
| 6/24/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Managing Your Money in Retirement (Webinar) (25WA-1449)25WA-1449 | *Social Security*Retirement*Asset allocation*Fraud | Daly John L |
| 5/26/2025 | 9 a.m. - 12 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Ethics for CPAs: The Practical and the Possible (Webinar) (25WA-1623)25WA-1623 | *The AICPA Code of Professional Conduct and its interpretations*New developments in regulation at the national and state level*Best practices, case studies, and disciplinary actions | |
| 6/3/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| The Controllership Series: The Controller's Role in Pro Forma Financial Statements (Webinar) (25WA-1807)25WA-1807 | *Accounting*Finance | Fountain Lynn |
| 6/10/2025 | 1 - 2:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Feeling Stressed from Change and Uncertainty? How to Stay Positive when Things Get Tough (Webinar) (25WA-2133)25WA-2133 | *Change management*Leadership | |
| 6/23/2025 | 12 - 1:35 p.m. | Online | 1.6 CPE (0 tech, 1.6 non-tech) | |
| The Psychology of Fraud (Webinar) (25WA-1661)25WA-1661 | *Fraud*Fraud Triangle | Cotton David L |
| 6/5/2025 | 11 a.m. - 12:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (25WA-1840)25WA-1840 | *Financial Statement Preparation*Common Mistakes made in Preparing Financial Statements*GASB Financial Statement Preparation Standards | Crawford Frank W Pembrook Chris |
| 6/11/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 5 Ways Your Onboarding Process Fails to Engage and Retain New Hires (Webinar) (25WA-1929)25WA-1929 | *Employee Onboarding*Employee Experience*Employee Engagement*Communication*Leadership | |
| 6/14/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (25WA-1841)25WA-1841 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 | Pembrook Chris Crawford Frank W |
| 6/11/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| A Practitioner's Guide to IRAs and Qualified Retirement Plans (Webinar) (25WA-1626)25WA-1626 | *Traditional and Roth IRAs: Understanding retirement savings options*SEP and SIMPLE IRAs: Exploring retirement plans for small businesses*Qualified Plans: Navigating employer-sponsored retirement plans*Defined Benefit and Defined Contribution Plans: Comparing retirement plan structures*401(k) Plans: Maximizing benefits with employer-sponsored options*Retirement Plan Selection: Choosing the best plan for individual client needs*Minimum Distribution Rules: Ensuring compliance and understanding withdrawal regulations*Tax Implications: Analyzing the tax consequences of retirement plan decisions*Retirement Planning Strategies: Implementing effective strategies for client financial goals | Werner Arthur J |
| 6/3/2025 | 8 a.m. - 3:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Resolving Ethical Dilemmas: You Make the Call (Webinar) (25WA-1900)25WA-1900 | *Ethical frameworks*Threats and safeguards to objectivity and independence | Cotton David L |
| 6/14/2025 | 8 - 9:20 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | .5 Ethics |
| Minimizing Workplace Warfare (Webinar) (25WA-1397)25WA-1397 | *Sources of Workplace Conflict*Conflict Resolution Strategies*Communication Skills and Active Listening*Conflict Management Techniques | |
| 5/22/2025 | 10 - 11:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Competent Accountant - Mastering the Role of the Controller/ CFO (Webinar) (25WA-2059)25WA-2059 | *Business Management*Organization | Lindell James T |
| 6/20/2025 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 1065: Understanding Partnerships Tax Returns (Webinar) (25WA-2190)25WA-2190 | *Partnership taxation*Different types of partnerships*Tax obligations of partners  *Role of the partnership agreement in tax reporting  *Filing deadlines of Form 1065   | Werner Arthur J |
| 6/25/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Form 1120S: Preparation and Analysis (Webinar) (25WA-1561)25WA-1561 | *Understanding the definition and requirements of an S corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders*Income and Deductions: Understanding the different types of income and deductions that an S corporation can have, including ordinary income, capital gains and losses, depreciation, and expenses.*Shareholder Basis: Understanding the shareholder's basis in the S corporation, how to calculate it, and the impact of distributions on the basis.*Reporting Requirements: Understanding the different reporting requirements for Form 1120S, including Schedule K-1, Schedule L, Schedule M-2, and Schedule M-3*Tax Planning: Understanding the tax planning strategies available to S Corporations and their shareholders, including tax deferral, income shifting, and tax-free reorganizations | Werner Arthur J |
| 5/31/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Strategies for Guiding Clients Through Challenging Situations: Tax Insights (Webinar) (25WA-1528)25WA-1528 | *Navigating the tax and non-tax dimensions of divorce.*Unveiling tax and non-tax considerations in personal bankruptcy, debt cancellation, foreclosure, repossession, and bad debt reporting.*Exploring the tax and non-tax aspects of personal relationship matters, encompassing cohabitation, property rights, premarital agreements, filing status, exemptions, and dependents.*Grasping the intricacies of support considerations for spouses and former spouses.*Addressing support matters for children of divorced or separated parents, alongside the tax treatment of back child support.*Delving into the business implications in instances of business dissolution.*Tackling specialized topics, including marital property rules, tax rate comparisons for married and unmarried individuals, head of household status, and treatment of refunds and deficiencies. | Werner Arthur J |
| 5/29/2025 | 4 - 11:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Eight Biggest Threats to your business and introducing Three Pillars of Cybersecurity (Webinar) (25WA-1791)25WA-1791 | *Technology*Cybersecurity | Melloy Jon |
| 6/10/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| K2's 2023 Best Word, Outlook, And PowerPoint Features (Webinar) (25WA-1404)25WA-1404 | *Creating Word and PowerPoint documents with greater ease and efficiency*Enabling critical Outlook options for improved productivity*Best practices for working with Word, Outlook, and PowerPoint | Stephens Tommy G |
| 5/22/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Controllership Series: The Controller's Role in Procurement Function (Webinar) (25WA-1372)25WA-1372 | *Accounting*Finance*Procurement | Fountain Lynn |
| 5/21/2025 | 9 - 10:15 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Document Review and Handwriting Analysis (Webinar) (25WA-2079)25WA-2079 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/20/2025 | 1 - 2:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Future of Work: Winning Talent Strategies - Micro-Credential Series Part 3 (Webinar) (25WA-2029)25WA-2029 | *Recruiting*Engagement*Leadership*Compensation*Culture *Communication*Career Paths*Talent Development | |
| 6/18/2025 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| New Mergers and Acquisitions: Tricks, Traps and Terrors (Webinar) (25WA-2152)25WA-2152 | *Business Management*Organization | Lindell James T |
| 6/24/2025 | 5 - 8:50 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
| Optimize Your Staff's Performance (Webinar) (25WA-1991)25WA-1991 | *The 4 perspectives of optimization*The Two Circle Analysis. The What*The How. The Leadership 10*The Fatal 13*5 thoughts for a healthy work environment | O'Brien William |
| 6/17/2025 | 5 - 8:50 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Dashboard and Report Design Principles Using Excel (Webinar) (25WA-2217)25WA-2217 | *How to design charts for fastest possible user understanding and ease of use*Review of case studies for group critique*Developing a design standard for your organization*Designing tables for rapid understanding and efficient space use*How to use commentary, maintaining a consistent style and level of detail*Using layout to support long-term memory and improve understanding*The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis.*How to apply these techniques using Excel | |
| 6/26/2025 | 6 - 9:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 360 Budgeting: A Holistic Approach to Process and Solutions (Webinar) (25WA-1603)25WA-1603 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 6/3/2025 | 10 a.m. - 6:15 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 5 Steps to Cultivate a Values-Based Approach to Governance (Webinar) (25WA-1923)25WA-1923 | *Employee engagement*Values-based governance*Organizational culture*Employee relations | |
| 6/14/2025 | 10 - 11:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Performance Targets That Deliver Results Without Burnout (Webinar) (25WA-1539)25WA-1539 | *Performance target design*Target testing | |
| 5/30/2025 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Securing Executive Buy-In for Your Initiatives: Communication Techniques to Persuade Decision-Makers (Webinar) (25WA-2041)25WA-2041 | *Persuasion*Executive Buy-In*Communication*Leadership | |
| 6/19/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Building Your Personal Net Worth: Invest in Your Future (Webinar) (25WA-1591)25WA-1591 | *Why people who appear wealthy may be living paycheck to paycheck*Why a millionaire may be living in the ordinary house next door*Early and mid-career strategies for accumulating wealth*Where and how to invest your money*Why fees and commissions should concern you*Strategies for buying stocks, mutual funds and ETFs | Daly John L |
| 6/2/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Contract and Procurement Fraud (Webinar) (25WA-1443)25WA-1443 | *Procurement phases*Fraud schemes*Fraud red flags*Fraud control activities and safeguards | Cotton David L |
| 5/26/2025 | 11 a.m. - 12:20 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Measuring Audit Risks (Webinar) (25WA-2103)25WA-2103 | *The planning process -- When it starts and when it ends*Determining the audit objectives*The importance of the nature, timing and extent of the audit process*The importance of professional skepticism*The preliminary engagement activities*Documentation of audit risk*Determining materiality | Dycus Dennis F |
| 6/21/2025 | 10 a.m. - 12:50 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Building Your Personal Net Worth: Invest in Your Future (Webinar) (25WA-1870)25WA-1870 | *Why people who appear wealthy may be living paycheck to paycheck*Why a millionaire may be living in the ordinary house next door*Early and mid-career strategies for accumulating wealth*Where and how to invest your money*Why fees and commissions should concern you*Strategies for buying stocks, mutual funds and ETFs | Daly John L |
| 6/12/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Cash Management: Strategies for Long-Term Success (Webinar) (25WA-1593)25WA-1593 | *Developing short-term cash flow projections*How do we assure adequate cash availability without having idle cash?*Take advantage of your bank's cash management services*Working capital loans*Controlled disbursement accounts*Sweep accounts and other short-term investments*ACH transactions*Direct transfers*Lock boxes*Credit and collections*Reconciliation frequency*Managing cash short-falls | Daly John L |
| 6/2/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| KPI Bootcamp for Small Businesses (Webinar) (25WA-1764)25WA-1764 | *Why measure things?*The ROKS Express method*Goals check - identifying your business objectives and Key Results*Selecting your KPI candidates using the KPI Definition Manual*Shortlisting - Picking the very best KPIs from your KPI Candidates*Tuning your KPI definitions*Going Live | |
| 6/9/2025 | 1 - 5:40 p.m. | Online | 5 CPE (0 tech, 5 non-tech) | |
| Budgeting: Presenting and Communicating your Numbers (Webinar) (25WA-2213)25WA-2213 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 6/26/2025 | 5 - 6:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (25WA-2111)25WA-2111 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 | Crawford Frank W Pembrook Chris |
| 6/21/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| State Tax Nexus: Frequently Awkward Questions (Webinar) (25WA-2017)25WA-2017 | *Frequently asked questions about income tax and sales tax nexus*New developments *Key factors in reviewing potential nexus consequences*Nexus road trip to eight large states*Tax impacts of remote work*Free, multistate resources | |
| 6/18/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Taxation of Non-fungible Tokens (NFTs) (Webinar) (25WA-1429)25WA-1429 | *NFT basics*Classification of NFTs*Current Legislative and Policy Environment*Tax implications of creation, sales and exchanges of NFTs | McLeod Allison M. |
| 5/23/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Sticky Ethical Choices, featuring Bob Mims and Don Minges (Webinar) (25WA-1634)25WA-1634 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board | Mims Robert Minges Don |
| 6/4/2025 | 11 - 11:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Mergers and Acquisitions: Tips and Speed Bumps to Avoid (Webinar) (25WA-1726)25WA-1726 | *Making strategic acquisitions*Identifying potential acquisition candidates*Alternatives to M&A*Identifying and understanding organizational culture*Understanding the keys to effective and efficient due diligence*Planning and executing an effective integration*Key considerations | Karwic Richard A |
| 6/7/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Navigating Difficult Conversations with Coworkers (Webinar) (25WA-1354)25WA-1354 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership | |
| 5/21/2025 | 12 - 1:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Defending Your Workplace Culture: Tackling the 4 Biggest Threats to Your Team Engagement and Cohesion (Webinar) (25WA-1982)25WA-1982 | *Workplace Culture*Team Culture*Employee Engagement*Employee Experience*Communication*Leadership | |
| 6/17/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Six Practical Strategies to Promote Diversity and Inclusion in Your Workplace (Webinar) (25WA-2129)25WA-2129 | *Communication*Leadership*Character*Behavior | |
| 6/23/2025 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Crypto, Blockchain and Taxes (Webinar) (25WA-1750)25WA-1750 | *Understanding Blockchain and Cryptocurrency*Major Features, Benefits and Risks of Blockchain and Cryptocurrency*Tax Strategies for Cryptocurrency Transactions and Compliance*Implementing Blockchain in Business Accounting Systems*Navigating Estate Planning with Digital Assets | Yoss Stephen M Werner Arthur J |
| 6/7/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Imagining a World Without Non-Competes (Webinar) (25WA-1796)25WA-1796 | *Federal non-compete law*State non-compete law | Ackels Alana K. |
| 6/10/2025 | 8 - 9:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Responding To Retaliation Concerns and Capturing Key Retaliation Case Metrics (Webinar) (25WA-1432)25WA-1432 | *Speak up Culture*Ethical Culture*Internal complaint reporting and investigations | |
| 5/23/2025 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Role of HR in Business Sustainability (Webinar) (25WA-1710)25WA-1710 | *What is "Sustainability" in business today?*SHRM publications about sustainability*Sustainability for the world, organizations and individuals*Key HR opportunities for promoting sustainability to improve performance and reduce risk | |
| 6/6/2025 | 10 - 11:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Organizational Effectiveness and Communication (Webinar) (25WA-1665)25WA-1665 | *Communication | |
| 6/5/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Introduction to Forensic Accounting (Webinar) (25WA-2266)25WA-2266 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/27/2025 | 9 - 10:40 a.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| Giving Feedback that Delivers Results (Webinar) (25WA-1555)25WA-1555 | *Communicaiton*Performance Reviews*Feedback*Management*Leadership | |
| 5/31/2025 | 9 - 10:20 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Corporate Transparency Act Developments and Proposed FinCen Reporting Requirements for Real Estate Sellers (Webinar) (25WA-1464)25WA-1464 | *Background of the Corporate Transparency Act*Beneficial Ownership Information Reporting (BOIR) Rule*Entities required to report*Reporting requirements imposed by the CTA*Due dates of reports*Information needed to satisfy the BOIR*Impact of failure to report*How to submit a report*Court rulings on CTA's unconstitutionality*Implications to entities as a result of the ruling in NSB*Potential reporting requirements due to FinCen's proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers | McLeod Allison M. |
| 5/26/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: Addressing Cash Flow and Forecasting Uncertainty (Webinar) (25WA-1934)25WA-1934 | *Accounting*Finance*Cashflow | Fountain Lynn |
| 6/14/2025 | 11 a.m. - 12:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Managing the Accounting Department (Webinar) (25WA-2278)25WA-2278 | *Accounting*Leadership*Management | Lindell James T |
| 6/28/2025 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 2024 Business Federal Tax Update (Webinar) (25WA-2051)25WA-2051 | *Thorough exploration of essential IRC Sections pertinent to business income taxation*Comprehensive assessment of recent changes and updates in business taxation*Examination of business changes arising from significant legislative updates*Analysis of pertinent tax code sections, including Section 199A*Addressing tax considerations for various business schedules (C, F, and E)*Navigating partnership, corporation, and LLC taxation issues*Unpacking the complexities of COVID-19-related subsidies and their tax implications*Interaction of Code Section 461(l) with Section 382 and carryover rules*Understanding defaulted loans, bankruptcy implications, and their tax treatment*Grasping the impact of the CARES, HEROES, and HEALS acts on business income taxation*Special rules governing the business use of a home*Reporting requirements for converting personal use property to business use | Werner Arthur J |
| 6/19/2025 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Prioritizing Mental Health in the Post-COVID Workplace (Webinar) (25WA-1739)25WA-1739 | *Introduction to common mental health issues in the workplace*Identifying and managing mental health issues in the workplace*Helping employees with mental health issues perform their jobs more effectively*Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self-care | |
| 6/7/2025 | 9 - 10:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Prevention and Detection of Fraud in Small Businesses (Webinar) (25WA-1701)25WA-1701 | *The importance of the control environment*The three most common behavioral red flags exhibited by perpetrators*Why it is much more cost effective to prevent fraud than it is to detect fraud*The reason why the small business owner/auditor should think about how they would steal*Who steals and why*Common myths about stealing that are not true*Understanding the concept of risk management | Dycus Dennis F |
| 6/6/2025 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Financial Acumen for the HR Professional (Webinar) (25WA-1534)25WA-1534 | *Financial statement insight*Trend analysis*Financial benchmarks | Lindell James T |
| 5/30/2025 | 9 - 10:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Ethics Hour: Ethics in the Real World (Webinar) (25WA-1530)25WA-1530 | *The difficult trade-offs in making choices*Functioning in the 'gray' areas*The value of trust*Consequences of 'short-term it-is'*How lack of accountability can lead to ethical issues | Minges Don Karwic Richard A |
| 5/30/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Predictive Accounting: Driver-Based Budgeting and Rolling Financial Forecasts (Webinar) (25WA-1515)25WA-1515 | *The shift to "predictive accounting" for Decision Making, Planning, and Budgeting*Problems with traditional annual budget processes*Develop a driver-based "operational budget" based on resource capacity planning*Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable*Create closed loop capacity plans*Forecast demand for budgeting and rolling financial forecasts*Integrating enterprise risk management (ERM) with management accounting*Applying target costing for cost estimating | Cokins Gary |
| 5/29/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Promoting Mental Health in the Workplace to Prevent Violence (Webinar) (25WA-1741)25WA-1741 | *Mental Health Awareness | Sexton Andy Ayers Chad |
| 6/7/2025 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Competent Accountant - Mastering the Role of the Controller/ CFO (Webinar) (25WA-1755)25WA-1755 | *Business Management*Organization | Lindell James T |
| 6/9/2025 | 3 - 6:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Building Flexible Budgeting Models: Walking Through and Crunching The Numbers (Webinar) (25WA-2211)25WA-2211 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 6/26/2025 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| What Does Fraud Look Like? (Webinar) (25WA-2104)25WA-2104 | *Why auditors fail to detect fraud*Usual vs an unusual transaction*Why fraud and stupid often look exactly the same*The importance of establishing the Perception of Detection*The number one reason fraud occurs*Looking for things that should be there*Looking for things that should not be there | Dycus Dennis F |
| 6/21/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Mastering the Three Pillars of Cybersecurity: Team and Compliance (Webinar) (25WA-1794)25WA-1794 | *Technology*Cybersecurity | Melloy Jon |
| 6/10/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Estate and Financial Planning for the Older Client (Webinar) (25WA-2329)25WA-2329 | *Medicare and Health Insurance Options*Life Insurance Strategies for Elders*Social Security Planning Considerations*Medicaid Planning and Trusts*Retirement Account Optimization Techniques*Tailored Estate Planning for Older Clients*Long-Term Care and Housing Alternatives*Gifting Strategies in Estate Planning*Unique Financial Challenges of Aging Clients | Werner Arthur J |
| 6/30/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Let's End Business Ethics (Webinar) (25WA-1967)25WA-1967 | *Ethics defined*Are there business ethics?*How to identify ethical issues*Deciphering your ethical code*Why ethical behavior is good for your business*How to make ethical decisions | Levy John F |
| 6/17/2025 | 5 - 7 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Cash Conversion Cycle: Tool and Techniques (Webinar) (25WA-2284)25WA-2284 | *Understanding the timing elements of your day's working capital*The impact of inventory on the Cash Conversion Cycle*How vendors and customers can help your cash conversion cycle*Planning and forecasting for a healthy cash flow*Assorted management tips to control the Cash Conversion Cycle | Karwic Richard A |
| 6/28/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Single Audit from Beginning to End Update (Webinar) (25WA-1844)25WA-1844 | *Introduction*Applicable AICPA standards*Applicable OMB Circular*Gathering information - determining the major programs*Identifying risk -- identifying the applicable compliance requirements*Assessing risk -- considering the internal controls over compliance requirements*Designing procedures that are responsive to assessed risks -- the tests of internal controls and compliance*Evaluating single audit evidence | Inzina J. Michael |
| 6/11/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Prevention and Detection of Fraud in Small Businesses (Webinar) (25WA-1736)25WA-1736 | *The importance of the control environment*The three most common behavioral red flags exhibited by perpetrators*Why it is much more cost effective to prevent fraud than it is to detect fraud*The reason why the small business owner/auditor should think about how they would steal*Who steals and why*Common myths about stealing that are not true*Understanding the concept of risk management | Dycus Dennis F |
| 6/7/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Be the Sun, Not the Salt, featuring Harry Cohen and John Daly (Webinar) (25WA-1435)25WA-1435 | *What is the Heliotropic Effect?*Be the Six Sun Pearls*Today is a good day to do good*Be the bright spot in the room*Be your own sun*Do the next right thing*Pet peeves bite*Knowing isn't doing | Daly John L |
| 5/24/2025 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Role of HR in Business Sustainability (Webinar) (25WA-1889)25WA-1889 | *What is "Sustainability" in business today?*SHRM publications about sustainability*Sustainability for the world, organizations and individuals*Key HR opportunities for promoting sustainability to improve performance and reduce risk | |
| 6/13/2025 | 12 - 1:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Cost and Pricing Models: Creating an Effective Tool (Webinar) (25WA-1572)25WA-1572 | *Building computer costing models & sub models*The importance of volume sensitive models*Your twelve most important indirect costs*Using rate tables *Modeling -- Professional Services Job Costs*Modeling -- Repetitive Manufacturing*Why return on sales may be an inferior way to plan for profit | Daly John L |
| 6/2/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: The Future Role of the Controller Part 1 (Webinar) (25WA-1646)25WA-1646 | *Accounting and Finance | Fountain Lynn |
| 6/4/2025 | 3 - 4:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Building Flexible Budgeting Models: Walking Through and Crunching The Numbers (Webinar) (25WA-1605)25WA-1605 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 6/3/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Introduction to Forensic Data Analytics (Webinar) (25WA-1769)25WA-1769 | *Data analytics*Key fraud risk management guidance documents *Data analytics frameworks *Leading techniques and innovations for preventing and detecting fraud | Walden Vincent |
| 6/9/2025 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Mastering the Three Pillars of Cybersecurity: Team and Compliance (Webinar) (25WA-2246)25WA-2246 | *Technology*Cybersecurity | Melloy Jon |
| 6/27/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Managing Your Money in Retirement (Webinar) (25WA-1903)25WA-1903 | *Social Security*Retirement*Asset allocation*Fraud | Daly John L |
| 6/14/2025 | 9 a.m. - 12 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Performance Management: Hiring to Retiring (Webinar) (25WA-1631)25WA-1631 | *Employee Engagement*Recruiting/Staffing*Talent Management*Employee Relations | |
| 6/3/2025 | 1 - 2:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| HR Guide to Evolving Business Strategy, Finance and Development (Webinar) (25WA-1757)25WA-1757 | *Corporate culture*Strategic planning*Leadership*Staff development | Lindell James T |
| 6/9/2025 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Cryptocurrencies for the CFO: Explaining Blockchain (Webinar) (25WA-2166)25WA-2166 | *What is money?*What are digital assets?*Understanding the what, why, and how of cryptocurrencies*Understanding the what, why, and how of blockchain*NFT's (Non-Fungible Tokens), their role and impact*Explaining the crypto language | Mims Robert |
| 6/24/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Coaching Leaders to Handle Sensitive Employee Relations Situations (Webinar) (25WA-1524)25WA-1524 | *Employee complaints*Personality and attitude problems*Performance counseling*Personal hygiene problems*Disability-related performance issues*Misconduct due to mental conditions | Mirarchi Michael |
| 5/29/2025 | 8 - 9:05 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Six Practical Strategies to Promote Diversity and Inclusion in Your Workplace (Webinar) (25WA-1824)25WA-1824 | *Communication*Leadership*Character*Behavior | |
| 6/11/2025 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Ethical Leadership: Power, Influence, Integrity, and Trust (Webinar) (25WA-2172)25WA-2172 | *The difference between personal power and positional power*How proper use of power can be used to influence an ethical culture*Leadership requires trust*Knowing why trust cannot exist without credibility*Understanding why ethics and trust require one another*Appreciating the competitive benefits of commitment to ethical leadership | Karwic Richard A |
| 6/25/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Building Your Own Library of Anti-fraud and Continuous Monitoring Tests (Webinar) (25WA-1543)25WA-1543 | *Build your own forensic data analytics tests around vendors, customers or employees*Expand your knowledge and library of available anti-fraud tests and behavioral algorithms*Align the right tests to the appropriate risks*Practical applications and use cases | Walden Vincent |
| 5/30/2025 | 9 - 10:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Coaching and Counseling: Performance Management (Webinar) (25WA-1832)25WA-1832 | *Setting and resetting performance expectations.*On-the-spot counseling.*Addressing erratic performance.*Drafting and presenting performance appraisals. | Mirarchi Michael |
| 6/11/2025 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Just Ask Why: Searching for Answers - Generating Solutions (Webinar) (25WA-1425)25WA-1425 | *The basic benefits of why                         *The 5-15 report            *Curiosity and creativity   | O'Brien William |
| 5/23/2025 | 12 - 3:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 2 (Webinar) (25WA-2102)25WA-2102 | *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 | Robinson Jonathan |
| 6/21/2025 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Controllership Series: The Financial Close Process (Webinar) (25WA-1809)25WA-1809 | *Accounting*Finance*Financial Statements | Fountain Lynn |
| 6/10/2025 | 6 - 7:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Mergers and Acquisitions: Tips and Speed Bumps to Avoid (Webinar) (25WA-1569)25WA-1569 | *Making strategic acquisitions*Identifying potential acquisition candidates*Alternatives to M&A*Identifying and understanding organizational culture*Understanding the keys to effective and efficient due diligence*Planning and executing an effective integration*Key considerations | Karwic Richard A |
| 6/2/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Communication Miracles at Work and in Life: Part 1 (Webinar) (25WA-2064)25WA-2064 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use | Robinson Jonathan |
| 6/20/2025 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Feeling Stressed from Change and Uncertainty? How to Stay Positive when Things Get Tough (Webinar) (25WA-1478)25WA-1478 | *Change management*Leadership | |
| 5/27/2025 | 10 - 11:35 a.m. | Online | 1.6 CPE (0 tech, 1.6 non-tech) | |
| 2023 Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements (Webinar) (25WA-1550)25WA-1550 | *Federal laws providing greater visibility of sexual harassment and sexual assault claims *Agency rulings curtailing confidentiality and non-disparagement clauses in agreements | Ackels Alana K. |
| 5/30/2025 | 8 - 9:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Consulting Services Secrets (Webinar) (25WA-2169)25WA-2169 | *Identifying a consulting specialty*Building a practice and translating knowledge into products*Managing consulting projects*Marketing consulting projects*Building a referral network*Contingent fees*Professional standards for consultants | |
| 6/24/2025 | 6 - 7 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Creating a Winning Culture (Webinar) (25WI-0101)25WI-0101 | *Culture - Why, What, and the Magnetic Firm
*Purpose-driven
*Great Leadership
*Culture of Growth
*Inspiring Workplace | |
| 6/18/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Next Steps Series: The Next Generation -- A Different Take on the Generations (Webinar) (25WI-0098)25WI-0098 | *Understand the modern workforce, from both a generational angle and from a societal viewpoint.
*Realize that our communication patterns must change to reach across the workforce
*Prioritize the effort based on the makeup of the workforce, with Millennials the largest cohort
*Strategies and tips for managing the new workforce
*A reminder about the importance of Ethics and Integrity to the sustainability of a high-performing culture | |
| 6/12/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| SMART Goal-Setting As a Path to Flourishing (Webinar) (25WI-0093)25WI-0093 | *What is a goal?
*Objectives and key results
*SMART goals: What they are, how to set them and how they lead to success | |
| 6/3/2025 | 12 - 1:30 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Futuristic Audit Trends: The Future is Now (Webinar) (25WI-0095)25WI-0095 | *Cloud technology, AI, Machine Learning and Blockchain
*Cloud Advisory services
*Utilization of remote technology and technologic innovations to create more efficient engagements
*Next steps for audit firms to avoid being disrupted | |
| 6/5/2025 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Ethics in the World of AI: An Accountant's Guide to Managing the Risks (Webinar) (25WI-0094)25WI-0094 | *Business uses of AI
*Nine risk areas of AI
*Three ethical frameworks
*Risk mitigation strategies | |
| 6/4/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Seven Secrets of Successful Business Communication Part 2: More Powerful Presenting and Writing (Webinar) (25WI-0092)25WI-0092 | *Improve your writing and presenting skills by using a checklist
*Lay a solid foundation under your presentation by harnessing The Four Pillars of Confidence
*Clear the slide deck to make your presentation more engaging
*Use your non-verbal skills to present powerfully
*Know how to effectively respond when they say "no" | |
| 5/30/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethics With A Dash of Courage (Webinar) (25WI-0089)25WI-0089 | *The Value of a Courageous Culture and courageous decision-making models
*Challenges to creating a culture of courage
*Communicating your courageous culture
*How/When to speak up? Career-ending vs teachable moment?
*Supporting courageous decisions
*Communicating courage
*The Journey to Leading with Courage -- Building a personal action plan | |
| 5/28/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Next Steps Series: Inclusion -- Building a Sustainable Culture of Diversity (Webinar) (25WI-0096)25WI-0096 | *Modern definitions of diversity and inclusion
*Diverse work environment *Types of diversity
*The importance of people as a competitive advantage
*Characteristics of high performers
*Generation Millennials and WIFI
*Recruiting on Linkedin
*Ethical ties to diversity and inclusion
*The art of Culture *Managing diverse workforces
*Bias pitfalls
*Diversity task force
*Metrics to use in the measurement of the effectiveness of a Diversity and Inclusion program. | |
| 6/9/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Ethics Without Fear for Accounting and Finance Professionals (Webinar) (25WI-0103)25WI-0103 | *Case studies that clarify the challenges of making appropriate ethical decisions in the fast-paced modern organizational world
*A frank discussion of how to decide between a teaching moment rather than a termination moment when bad decisions are made.
*Applying the structure of understanding ethical dilemmas, and then applying the nine-step resolution process to arrive at a fair and consistent decision. | |
| 6/23/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Tax Practice Quarterly: 2025 Future-Focused Tax Practice (Webinar) (25WI-0104)25WI-0104 | *Tax practice management
*Staff management strategies
*Billing and client service strategies | |
| 6/24/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Tax Practice Quarterly: 2025 Future-Focused Tax Practice (Webinar) (25WI-0100)25WI-0100 | *Tax practice management
*Staff management strategies
*Billing and client service strategies | |
| 6/17/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics and Professional Conduct (Webinar) (25WI-0088)25WI-0088 | *Discussion of what makes an ethical dilemma.
*Review of recent ethical violations
*Practical applications of the independence and conflict of interest rules
*Current PCAOB concerns | |
| 5/22/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 2025 Summer Tax Rewind (Webinar) (25WI-0106)25WI-0106 | *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 | |
| 7/15/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Let Go and Lead: The Crucial Art of Delegation (Webinar) (25WI-0099)25WI-0099 | *When is it time to delegate
*What should you be delegating
*To whom should you be delegating it
*What are the benefits of creating more time to lead | |
| 6/16/2025 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Next Steps Series: Development -- Moving From Employee to Manager to Leader (Webinar) (25WI-0091)25WI-0091 | *The differences between being an employee versus a manager or leader
*New skills needed
*Letting go of your old role
*Building a coaching culture
*Motivating people
*Goal setting
*Leader credibility
*Delegating tasks
*Handling feedback
*Managing friends
*Aligning Leadership with Strategy | |
| 5/29/2025 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Ethics: Avoiding the Slippery Slope of Ethical Pressures (Webinar) (25WI-0097)25WI-0097 | *Benefits of ethical behavior
*Six steps to creating and maintaining an ethical culture
*Example of unethical behavior in ethical companies | |
| 6/10/2025 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| Tax Practice Quarterly: Navigating Innovation in Tax (Webinar) (25WI-0087)25WI-0087 | *Innovation in tax technology
*Gen AI use in tax practices | |
| 5/21/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 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) | |
| Tax Practice Quarterly: Navigating Innovation in Tax (Webinar) (25WI-0090)25WI-0090 | *Innovation in tax technology
*Gen AI use in tax practices | |
| 5/28/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Controller Series: Technology - Must-Have Excel Competencies (Webinar) (25WI-0105)25WI-0105 | *Reality of Excel use
*Gartner - Magic Quadrant of tools for data analysis
*Will Excel go away?
*Two essential Lean principles
*Misuses of Excel
*APIs (Automated Program Interfaces)
*Relationship between Excel and data analytics
*Excel tips and tricks | |
| 6/26/2025 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Featured
MNCPA Management & Business Advisers Conference (MBAC25) (25CF-MBAC)25CF-MBAC | | |
| 6/23/2025 | 8 a.m. - 5 p.m. | Brooklyn Center, MN and Online | 24 CPE (see agenda) | 9 Ethics |
| New CFO Series: Ethical Decisions Made Easier -- Blurred Lines? (Webinar) (25WX-0436)25WX-0436 | *Ethics and moral principles*Identifying ethical dilemmas*Analyzing consequences and the impact on stakeholders*Applying ethical decision-making models*Effectively using the Code of Professional Conduct*Managing ethical conflicts and resolutions | |
| 6/13/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New CFO Series: Enterprise Risk Management Implementation Keys (Webinar) (25WX-0437)25WX-0437 | *What is ERM and why is it important?*What is your risk appetite and risk tolerance?*The COSO framework for ERM and its recent updates*The ERM Steering committee -- what is it for and what does it do?*Risk heat maps -- evaluating what is hot and what is not*Risk owners and the risk control plan*Measuring the effectiveness of the implementation*The role of leading and lagging indicators - KRIs*Making it part of everyday management*The need to integrate ERM into strategic planning | |
| 6/20/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CFO Series: June 2025 Webinar Bundle (Webinar) (25WX-0435)25WX-0435 | *Week 1: CFO Series: SALT for CFOs -- What You Don't Know and Should Know | CPE: 2 | Field of Study: Taxes | Discussion Leader: David Barrons, CPA | Date: Friday, June 6, 10:00 a.m. | Description: The changes to state and local taxation are numerous and profound. What are the major changes to state and local taxes (SALT) beyond Wayfair? Be aware of the new, creative methods used to raise taxes. Why does every state need more revenue? How have the rules changed? What information, accounting systems, and software could be helpful? Virtually every organization may not be SALT compliant; the risk is real. For leaders who are not tax focused, you at least need to understand the risks of noncompliance and to learn more about minimizing those risks. Avoid penalties!*Week 2: CFO Series: Ethical Decisions Made Easier -- Blurred Lines? | CPE: 2 | Field of Study: Regulatory Ethics | Discussion Leader: Rob Berry, CPA | Date: Friday, June 13, 10:00 a.m. | Description: Ethics is always complicated. Enhancing your ethical decision-making skills is vital when dealing with omnipresent pressures in today's world. This seminar discusses a clear and easy-to-follow framework for navigating complex ethical dilemmas. You will gain the confidence to make sound ethical decisions in various professional settings using a practical and straightforward approach to ethics. Maintain your integrity and maintain your license. Ethics is not something to merely satisfy requirements; ethics is who we are, what we stand for, and why we are valuable.*Week 3: CFO Series: Enterprise Risk Management Implementation Keys | CPE: 2 | Field of Study: Auditing; Management Services | Discussion Leader: Brian Maturi, MBA, FCA | Date: Friday, June 20, 10:00 a.m. | Description: Every organization faces risks, but successful organizations identify, monitor, and manage risks before they become real. This seminar will help you understand Enterprise Risk Management (ERM) and help you confidently implement an ERM framework in your organization. This seminar will explore what ERM is, why it is crucial, and how you can seamlessly integrate it into your strategic planning. We will discuss a route map of how to implement an effective ERM program without disrupting the organization by building ERM practices into everyday management and planning.*Week 4: CFO Series: Decoding Balance Sheet Accounting Issues | CPE: 2 | Field of Study: Accounting | Discussion Leader: Bob Mims, CPA | Date: Friday, June 27, 10:00 a.m. | Description: We mostly focus on the income statement, but what about other accounting concerns? This seminar discusses multiple common balance sheet issues, both on-the-books and off, that have an impact on our stakeholders and the value of the organization. Using practical analysis and case discussions, we highlight several key tools in understanding and communicating the importance of the cornerstone of accounting: the balance sheet. We must understand the real drivers of accounting issues to ensure that the balance sheet will be exemplary. | |
| 6/6/2025 | 10 a.m. - 12 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | 2 Ethics |
| New CFO Series: Decoding Balance Sheet Accounting (Webinar) (25WX-0438)25WX-0438 | *Typical accounting issues that impact the balance sheet*Where are the 'hidden' issues in unrecorded liabilities?*Why and how most balance sheets are not correct?*What are unrecorded assets, and why do they matter?*Suggestions to improve balance sheets*Identification and resolution of balance sheet challenges and changes*Communicating with your audience and stakeholders | |
| 6/27/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CFO Series: SALT for CFOs -- What You Don't Know and Should Know (Webinar) (25WX-0434)25WX-0434 | *Why do local jurisdictions (e.g., states) need more tax revenue?*The creative new methods to raise taxes:*Including new taxes, rates, limits, exceptions, boundaries, etc*Exporting the tax burden*Employee vs independent contractors*Mobile workforce issues*The myriad, novel schemes to tax*Fees and licensing matters*Leading SALT software providers*Common implementation problems*States' expectations that technology makes compliance simple for the taxpayer*Do the costs of compliance outstrip the taxes due?*Officer liability for taxes -- it is a real thing!*How variable is SALT taxation?*Examples of the differences*Entity classification considerations in the SALT equation*Variability by state and each county within each state*The benefit/necessity of an annual review*Risk reduction strategies | |
| 6/6/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CFO Series: Dealing with Ever Changing Accounting Standards (Webinar) (25WX-0433)25WX-0433 | *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 | |
| 5/23/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Leadership Academy (In-person) (25SR-0001)25SR-0001 | *Workshop 1 (June 26) – Leadership Foundations
Leadership in a professional service firm; building a strong personal foundation; your unique qualities and how they impact your leadership approach; creating your leadership development plan. (8 CPE)
*Workshop 2 (July 24) – How to Lead Well in All Directions
Leading yourself; leadership challenges; work-life tensions; leading across, down and up; emotional intelligence; 360-degree feedback. (8 CPE)
*Workshop 3 (Aug. 26) – Essential Leadership Skills
Coaching skills; the anatomy of a coaching session; communication and difficult conversations; effective delegation; engaging and productive meetings; leading in a remote or hybrid environment. (8 CPE)
*Workshop 4 (Sept. 22) – The Innovative and Strategic Leader
Strategic thinking and innovation skills; building high-performance teams; adaptive and situational leadership; leading change; closing session with sponsoring partners. (8 CPE)
*Personalized Training Session
50-minute Zoom session with instructor to review your leadership development plan progress and develop next steps unique to your leadership journey. (1 CPE) | |
| 6/26/2025 | 8:30 a.m. - 4:30 p.m. | Bloomington, MN | 33 CPE (0 tech, 33 non-tech) | 1.5 Ethics |
Featured
K2's Excel Conference (Virtual) (25CF-K2EX)25CF-K2EX | *Why and how to use new functions and features in Excel*Advanced formulas and best practices for constructing them*Excel productivity tips and tricks*The power of the PivotTable | |
| 5/21/2025 | 8:30 a.m. - 4 p.m. | Online | 8 CPE (see agenda) | |
| K2's Artificial Intelligence Conference (Virtual) (25CF-K2AI)25CF-K2AI | *Getting started with today's AI tools and how AI can benefit any business professional*Creating effective prompts to get the data you need*Managing AI-related risks*Advanced topics in AI, including creating customized AI tools | |
| 6/30/2025 | 8:30 a.m. - 4 p.m. | Online | 8 CPE (see agenda) | |
| 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) | |
| New Quality Management Standards: A Practical Approach to Risk Assessment and Response (Webinar) (25WI-0113)25WI-0113 | *Quality management
*Peer review
*Audits
*Risk assessment | |
| 7/1/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Quality Management Standards: What's New for Firms' Monitoring and Remediation Processes (Webinar) (25WI-0116)25WI-0116 | *Quality management
*Peer review
*Audits
*Remediation
*Monitoring | |
| 7/15/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Quality Management Standards: Resources -- Expectations for Firms and Engagement Partners (Webinar) (25WI-0114)25WI-0114 | *Quality management
*Peer review
*Audits
*Risk assessment | |
| 7/8/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| QM Conversations: Standards -- Documentation (Webinar) (25WI-0115)25WI-0115 | *Quality management
*Documentation of QM systems | |
| 7/15/2025 | 2 - 4 p.m. | Online | 2 CPE (2 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) | |
| K2's Technology Conference (Virtual) (25CF-TECH)25CF-TECH | *The latest information technology and software trends*Power BI, Excel, and QuickBooks*Artificial intelligence skills and security issues*Automation*Accounting software*Tech crimes*And more! | |
| 6/18/2025 | 8 a.m. - 4:15 p.m. | Online | 16 CPE (see agenda) | |
| Ask About QM Series (Webinar) (25WI-0121)25WI-0121 | *Practical steps for implementing QM standards effectively*Challenges and strategies of transitioning from planning to action in quality management | |
| 6/17/2025 | 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) | |
| MNCPA Audits of School Districts Conference (Virtual) (25CF-SCHL)25CF-SCHL | | |
| 6/2/2025 | 8 a.m. - 4:30 p.m. | Online | 8 CPE (see agenda) | 1 Ethics |
| 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 |
| MNCPA Estate & Personal Financial Planning Conference (25CF-EPFP)25CF-EPFP | | |
| 6/4/2025 | 8 a.m. - 4:30 p.m. | Bloomington, MN and Online | 16 CPE (see agenda) | 1.5 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) | |
| Secure Act 2.0: What You Need to Know (Self-Study) (25SX-0097)25SX-0097 | *Expanding Automatic Enrollment in Retirement Plans
*Increased Age for RMDs
*Higher Catch-up Contribution Limit
*Emergency Expense Penalty-Free Withdrawals
*"Starter" 401(k)s for Certain Employers
*Part-time Worker Improved Coverage
*Excise Tax Reduction for Certain Retirement Plan Accumulations
*Employee Plan Conflict Resolution Expansion
*Retroactive First Year Elective Deferrals For Sole Proprietors
*Change in Plan Requirements for Unrollees
*Surviving Spouse Election
*Reduced Tax on Excess Contributions
*Timely Plan Amendment Changes
*Elective Deferral Changes
*Employer Match as Roth Contribution | |
| 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) | |
| Reasonable Compensation for S Corps (Webinar) (25WX-1439)25WX-1439 | *Explain the payroll tax advantage of taking distributions over wages*Review key court cases that shape todays reasonable compensation landscape*How to use court factors to stress test reasonable compensation*Best practices for determining reasonable compensation*Review of the IRS's enforcement on reasonable compensation; past, present and future | |
| 6/30/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Hot Topics Accounting Update (Webinar) (25WX-1356)25WX-1356 | *New accounting standards*The impact on Financial Reporting*Hot topics in financial reporting*Current and emerging US GAAP requirements | |
| 6/25/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AI Privacy, Security and Compliance Masterclass (Webinar) (25WX-0868)25WX-0868 | *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 | |
| 5/27/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Understanding and Creating an Internal Control System (Webinar) (25WX-1265)25WX-1265 | *Underlying concepts of internal control*Defining where and why controls, policies and procedures are needed*Legacy control measures that are still important for businesses today*Creating control measures that address the use and protection of technology | |
| 6/19/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Managerial Accounting: Your Prescription for Better Decisions (Webinar) (25WX-0952)25WX-0952 | *Target profit and break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis*Budgeting | |
| 6/2/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Finding Errors in Excel Spreadsheets (Webinar) (25WX-0993)25WX-0993 | *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 | |
| 6/3/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Using e-Signature Software to Process Agreements (Webinar) (25WX-1062)25WX-1062 | *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 | |
| 6/6/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Walter Haig's GAAP for SMEs, Tax and Cash Frameworks Update (Webinar) (25WX-0783)25WX-0783 | *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 | |
| 5/21/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Finding Errors in Excel Spreadsheets (Webinar) (25WX-1268)25WX-1268 | *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 | |
| 6/19/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Learning to Teach Tax as a Second Language (Webinar) (25WX-1267)25WX-1267 | *Accounting as a foreign language*Commonly misunderstood concepts*Communicating tax matters*Client-practitioner interactionsInteracting with tax authorities | |
| 6/19/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Become a Data Analysis Expert (Webinar) (25WX-0900)25WX-0900 | *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 | |
| 5/29/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Business Tax Update: Recent Developments (Webinar) (25WX-0856)25WX-0856 | *2024/25 legislation impacting business taxpayers*Extenders legislation update*Meals and entertainment expense reporting*Partnership and S corporation updateIncome and deductions | |
| 5/27/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ChatGPT and Advanced Financial Analysis for Accountants (Webinar) (25WX-1122)25WX-1122 | *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 | |
| 6/11/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Governmental GAAP Update: Navigating GASB Standards (Webinar) (25WX-1282)25WX-1282 | *New GASB standards: GASB 100, Accounting Changes and Error Corrections*GASB 101, Compensated Absences*Practical case studies | |
| 6/20/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Tax Depreciation: Review and Update (Webinar) (25WX-1191)25WX-1191 | *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 | |
| 6/16/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Integrity, Objectivity and Judgment: Values in Action (Webinar) (25WX-1303)25WX-1303 | *AICPA Code of Conduct: Integrity and Objectivity*Case Study: Mortgage crisis of 2007-2010*Case Study: World Com | |
| 6/21/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Defining Where and Why Internal Controls are Needed (Webinar) (25WX-1426)25WX-1426 | *Control design basics*Areas or segments of an enterprise to control*Controls to reduce risk*Controls to drive operations | |
| 6/28/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CFO and Controller Critical Skills: Budgeting and Forecasting (Webinar) (25WX-0911)25WX-0911 | *Overview of budgeting tools*Overview of difference between budgeting and forecasting*Examples of various budgeting and forecasting techniques | |
| 5/29/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Business Partnerships: Managing Supplier Relationships (Webinar) (25WX-1054)25WX-1054 | *Overview of supplier contracts*Case studies of successful and not-so-successful supplier relationships*Risk potentials | |
| 6/6/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Becoming Conflict Competent (Webinar) (25WX-0827)25WX-0827 | *Levels of conflict*Strategies to de-escalate conflict*Distinction between miscommunication and conflict*Responses to conflict*Tactics to address, rather than avoid, conflict | |
| 5/23/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The CFO Who Went to Prison (Webinar) (25WX-1113)25WX-1113 | *The importance of valuesIdentifying success*Ethical dilemmas*Mitigation strategies*Creating tools to help make better decisions*Personal accountability strategies | |
| 6/11/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Selected Ethics Topics 2025 (Webinar) (25WX-0885)25WX-0885 | *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 | |
| 5/28/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New What's Going on at the FASB (Webinar) (25WX-0857)25WX-0857 | *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 | |
| 5/27/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Building a Better Budget in a Time of Uncertainty (Webinar) (25WX-1394)25WX-1394 | *Budgets vs. forecasts*Cyclicality*Core earnings & sustainable growth*Identifying key forecast drivers*Reasonableness in forecasting*Approaches to budgeting*Budgeting variances*Horizontal analysis*Flexible budgeting | |
| 6/26/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New How to Audit Expenses and Payables (Webinar) (25WX-1432)25WX-1432 | *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 | |
| 6/30/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ChatGPT and IRS Taxation Law Research (Webinar) (25WX-1007)25WX-1007 | *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 | |
| 6/4/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Tactics to Find Work-Life Balance in a Complex World (Webinar) (25WX-1223)25WX-1223 | *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 | |
| 6/17/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Clean, Transform and Load Data in Power BI (Webinar) (25WX-0994)25WX-0994 | *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 | |
| 6/3/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Leverage PowerBI.com to Create Data Analysis for Others (Webinar) (25WX-1071)25WX-1071 | *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. | |
| 6/9/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Determining Reasonable Compensation for Owner Employees (Webinar) (25WX-0914)25WX-0914 | *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 | |
| 5/29/2025 | 12 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Advanced Cybersecurity: Beyond the Basics (Webinar) (25WX-0895)25WX-0895 | *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 | |
| 5/28/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Unlocking Deep Secrets: Case Studies in Financial Analysis (Webinar) (25WX-0965)25WX-0965 | *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 | |
| 6/2/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Adobe Acrobat Tips for Working with PDF Files (Webinar) (25WX-1338)25WX-1338 | *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 | |
| 6/24/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Talk This Way: Communication Skills for the CPA (Webinar) (25WX-0921)25WX-0921 | *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 | |
| 5/30/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Advanced Excel: Hidden Secrets and Gems (Webinar) (25WX-0960)25WX-0960 | *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 | |
| 6/2/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Todd and Julie Chrisley Go to Prison (Webinar) (25WX-0788)25WX-0788 | *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 | |
| 5/21/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Advanced ChatGPT for Accountants (Webinar) (25WX-1076)25WX-1076 | *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 | |
| 6/9/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Operations Level Internal Control (Webinar) (25WX-1289)25WX-1289 | *An overview of controls that drive procedures*Considerations for procedural control development*Understanding and controlling risk that arises when organizations change | |
| 6/20/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| How SAS Nos. 134-145 Improve Risk-Based Audits (Webinar) (25WX-0825)25WX-0825 | *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 | |
| 5/22/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New AI for CPAs: How it Works and How to Apply it (Webinar) (25WX-0917)25WX-0917 | *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 | |
| 5/29/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Fraud Busters: Controls to Prevent and Detect Fraud (Webinar) (25WX-0926)25WX-0926 | *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 | |
| 5/30/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Complete Guide to Analyze Data with Excel PivotTables (Webinar) (25WX-1273)25WX-1273 | *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 | |
| 6/19/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| About the TIGTA: Who Watches the IRS? (Webinar) (25WX-1336)25WX-1336 | *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 | |
| 6/24/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Become a Data Analysis Expert (Webinar) (25WX-1180)25WX-1180 | *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 | |
| 6/14/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Navigating IRS Correspondence: Responding to IRS Letters (Webinar) (25WX-0955)25WX-0955 | *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 | |
| 6/2/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Mastering Microsoft 365 Copilot for CPAs (Webinar) (25WX-1079)25WX-1079 | *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 | |
| 6/9/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Power BI: Bringing it All Together for Data Analysis (Webinar) (25WX-1428)25WX-1428 | *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 | |
| 6/30/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Build a Data Model for Analysis in Power BI (Webinar) (25WX-1152)25WX-1152 | *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 | |
| 6/12/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Compilation, Preparation and Review Basics and Peer Reviews (Webinar) (25WX-1101)25WX-1101 | *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 | |
| 6/10/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Partnership Tax Updates (Webinar) (25WX-0920)25WX-0920 | *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 | |
| 5/30/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accounting of the Soul: Making the World a Better Place (Webinar) (25WX-0978)25WX-0978 | *Overview of Virtue Ethics and the Common Good*Professionalism*The Virtue of Compassion*Gossip in the Workplace*Gratitude | |
| 6/3/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Servant Leadership 101 (Webinar) (25WX-1438)25WX-1438 | *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 | |
| 6/30/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Controls to Secure the Growing Digital Footprint (Webinar) (25WX-1021)25WX-1021 | *Securing individual documents*Protecting information resident in the Cloud*Securing data stored on or accessed by mobile devices | |
| 6/4/2025 | 11:30 a.m. - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethics: IRS Behavioral Insights for Accountants (Webinar) (25WX-0797)25WX-0797 | *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 | |
| 5/21/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New A&A Update for Not-for-Profits and Single Audit (Webinar) (25WX-1280)25WX-1280 | *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 | |
| 6/20/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New ChatGPT Vision: How Accountants Can Chat with Imagery (Webinar) (25WX-1243)25WX-1243 | *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 | |
| 6/18/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Advanced Excel: Hidden Secrets and Gems (Webinar) (25WX-1247)25WX-1247 | *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 | |
| 6/18/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Income Tax Analysis: Exploring In-Depth Concepts (Webinar) (25WX-0822)25WX-0822 | *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 | |
| 5/22/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Master the Art of CPA Communication: Boost Your Influence! (Webinar) (25WX-0889)25WX-0889 | *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 | |
| 5/28/2025 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Beyond the Basics: Financial Ratios You Might Be Overlooking (Webinar) (25WX-1333)25WX-1333 | *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 | |
| 6/24/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Generative AI Strategy for Accountants (Webinar) (25WX-1041)25WX-1041 | *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 | |
| 6/5/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| CFO Solutions to IRS Problems (Webinar) (25WX-0814)25WX-0814 | *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 | |
| 5/22/2025 | 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-1046)25WX-1046 | *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 | |
| 6/6/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Taking Advantage of Array Formulas in Excel (Webinar) (25WX-1269)25WX-1269 | *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 | |
| 6/19/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| S Corporations: Calculating Shareholder Basis (Webinar) (25WX-1185)25WX-1185 | *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 | |
| 6/14/2025 | 8:30 - 10:30 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-1424)25WX-1424 | *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 | |
| 6/28/2025 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Written Information Security Plans (Webinar) (25WX-0811)25WX-0811 | *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 | |
| 5/22/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Technology Trends Update for CPAs With John Higgins (Webinar) (25WX-0836)25WX-0836 | *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 | |
| 5/23/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Coping With the Growth of Online Fraud (Webinar) (25WX-1184)25WX-1184 | *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 | |
| 6/14/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Criminal Tax: How CPAs Bring Value to Defense Attorneys (Webinar) (25WX-1444)25WX-1444 | *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 | |
| 6/30/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How AI is Automating Internal Control (Webinar) (25WX-1043)25WX-1043 | *An explanation of Artificial Intelligence (AI)*Specific ways AI is replacing human cognition*What is on the internal control horizon related to AI and other technologies | |
| 6/5/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New ChatGPT and Advanced Policy Manual Development for Accountants (Webinar) (25WX-1006)25WX-1006 | *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 | |
| 6/4/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Fraud and Embezzlement: Case Studies from the Trenches (Webinar) (25WX-1105)25WX-1105 | *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 | |
| 6/10/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Advanced Excel for Staff: Build Reports and Analyze Data (Webinar) (25WX-1236)25WX-1236 | *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 | |
| 6/18/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Leveraging Marketing Automation for Accounting Firm Growth (Webinar) (25WX-1023)25WX-1023 | *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 | |
| 6/5/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New What's Changing in A&A for Governmental Entities (Webinar) (25WX-1402)25WX-1402 | *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 | |
| 6/27/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Partnership/LLC Taxation: Tax Basis Capital Accounts (Webinar) (25WX-1093)25WX-1093 | *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 | |
| 6/10/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Income Tax Analysis: Exploring In-Depth Concepts (Webinar) (25WX-1039)25WX-1039 | *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 | |
| 6/5/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Microsoft Outlook "Must Know" Email Tips (Webinar) (25WX-1196)25WX-1196 | *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 | |
| 6/16/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Using AI to Instantly Transform Ideas into Revenue Streams (Webinar) (25WX-0835)25WX-0835 | *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) | |
| 5/23/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Financial and Tax Accounting for S Corporations and Partnerships (Webinar) (25WX-1162)25WX-1162 | *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 | |
| 6/13/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Avoiding the Most Misapplied Audit Concepts (Webinar) (25WX-1445)25WX-1445 | *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 | |
| 6/30/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| IRS Penalties and Abatements (Webinar) (25WX-1254)25WX-1254 | *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 | |
| 6/19/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Not-for-Profit GAAP Update (Webinar) (25WX-0877)25WX-0877 | *Accounting Standard Updates issued by the FASB*Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on | |
| 5/28/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ChatGPT and Complex Financial and HR Conversations (Webinar) (25WX-1261)25WX-1261 | *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 | |
| 6/19/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Will Your Ethics Be Burned by Burnout? (Webinar) (25WX-1226)25WX-1226 | *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 | |
| 6/17/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Taxation of the Cannabis Industry (Webinar) (25WX-1138)25WX-1138 | *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 | |
| 6/12/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Annual Update for Not-for-Profit Accountants and Auditors (Webinar) (25WX-1348)25WX-1348 | *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 | |
| 6/24/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Ethics: Giving Thanks -- How to Master the Art of Gratitude (Webinar) (25WX-1324)25WX-1324 | *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 | |
| 6/23/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Create Measures in Power BI That Define Your Metrics (Webinar) (25WX-1092)25WX-1092 | *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 | |
| 6/10/2025 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Unlock the Power of AI with Copilot in Excel (Webinar) (25WX-1399)25WX-1399 | *Introduction to Copilot in Excel*Automating Tasks and Enhancing Productivity*Advanced Data Insights with Copilot | |
| 6/27/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Leverage PowerBI.com to Create Data Analysis for Others (Webinar) (25WX-0875)25WX-0875 | *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. | |
| 5/28/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| IRS Penalties and Abatements (Webinar) (25WX-0999)25WX-0999 | *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 | |
| 6/4/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accounting for and Auditing Cryptocurrency and Digital Assets (Webinar) (25WX-1189)25WX-1189 | *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 | |
| 6/16/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Supervision/Management Competencies: An Ethical Approach (Webinar) (25WX-1086)25WX-1086 | *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 | |
| 6/9/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New AI Lessons Learned for Accountants (Webinar) (25WX-0879)25WX-0879 | *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 | |
| 5/28/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Art of Engaging in Difficult Conversations (Webinar) (25WX-0812)25WX-0812 | *Awareness of your mindset entering the conversation*Tactics to build a pool of meaning*Clarity around story telling*Biggest mistakes to avoid | |
| 5/22/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Monthly Federal Tax Updates: June 2025 (Webinar) (25WX-1427)25WX-1427 | *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 | |
| 6/30/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Navigating IRS Collections: The Collection Process (Webinar) (25WX-0908)25WX-0908 | *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 | |
| 5/29/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethical Management of Conflict (Webinar) (25WX-0858)25WX-0858 | *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 | |
| 5/27/2025 | 1:30 - 3:30 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-1016)25WX-1016 | *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 | |
| 6/4/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Behind the Curtain: Exploring IRS Audit Technique Guides (Webinar) (25WX-1290)25WX-1290 | *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 | |
| 6/20/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Advanced Excel for Staff: Build Reports and Analyze Data (Webinar) (25WX-0789)25WX-0789 | *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 | |
| 5/21/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Integrate ChatGPT into Your Client Advisory Services (Webinar) (25WX-1059)25WX-1059 | *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 | |
| 6/6/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Coaching the Next Generation of CPAs (Webinar) (25WX-1018)25WX-1018 | *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 | |
| 6/4/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New How to Build a Custom AI Chatbot and GPT in Plain English (Webinar) (25WX-0916)25WX-0916 | *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 | |
| 5/29/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| CFO Solutions to IRS Problems (Webinar) (25WX-1110)25WX-1110 | *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 | |
| 6/10/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Reasonable Compensation for S Corps (Webinar) (25WX-0817)25WX-0817 | *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 | |
| 5/22/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AICPA Regulatory Ethics Update (Webinar) (25WX-1258)25WX-1258 | *The Professional Ethics Executive Committee's updated ethics rules*An overview of recently issued ethics rules that CPAs need to know to be compliant | |
| 6/19/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Tech it to the Next Level: Slim Your Team for Max Efficiency (Webinar) (25WX-1096)25WX-1096 | *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 | |
| 6/10/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Implementing and Maintaining an Internal Control System (Webinar) (25WX-1413)25WX-1413 | *Control creation and implementation basics*Implementation and update procedures for an Internal Control system*Maintaining existing internal controls | |
| 6/27/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| An Ethical Approach to Mental Health Issues at Work (Webinar) (25WX-1095)25WX-1095 | *Virtue ethics and mental health*Definition, myths and bias of mental health*Suicide: Facts and resources*Recognizing signs of potential mental health challenges*Empathy and listening*Mental health and generational expectations*Becoming a mental health ally | |
| 6/10/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New AI Prompt Engineering Masterclass for Accountants (Webinar) (25WX-1097)25WX-1097 | *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 | |
| 6/10/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Shortcuts That Excel Users Love (Webinar) (25WX-1126)25WX-1126 | *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. | |
| 6/11/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Generative AI Strategy for Accountants (Webinar) (25WX-1306)25WX-1306 | *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 | |
| 6/21/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Grading Your Auditors: Are You Getting the Most Value? (Webinar) (25WX-1127)25WX-1127 | *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 | |
| 6/11/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Bookkeeper Goes to Prison (Webinar) (25WX-1090)25WX-1090 | *Career choices*Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 6/10/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Generative AI in Practice: Boost Efficiency and Profitability (Webinar) (25WX-1262)25WX-1262 | *Implementing AI for accounting automation*Enhancing auditing processes with AI tools*AI applications in tax compliance*Leveraging AI for business advisory services | |
| 6/19/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Google Gemini AI for Accountants (Webinar) (25WX-1077)25WX-1077 | *Google Gemini Quick Start*Gemini Standalone Chatbot*Mobile App*Gemini integration with: Workspace, Gmail,Docs, Sheets, Slides*User Tips | |
| 6/9/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Managing Current Fraud Trends in a Shifting Environment (Webinar) (25WX-1047)25WX-1047 | *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 | |
| 6/6/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New How to Audit Inventory (Webinar) (25WX-1403)25WX-1403 | *Auditing Inventory*Related audit assertions, risks, and threats to inventory*Substantive auditing procedures that staff should perform | |
| 6/27/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New ChatGPT and Advanced Accounting Research (Webinar) (25WX-1370)25WX-1370 | *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 | |
| 6/25/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Lessons on Fraud Prevention from Sam Bankman-Fried's Crypto (Webinar) (25WX-0872)25WX-0872 | *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? | |
| 5/28/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Exploring Internal Controls That Could Have Prevented Frauds (Webinar) (25WX-0977)25WX-0977 | *Examination of actual frauds*Discussion of internal controls that could have prevented the frauds*Contemplation of epiphanies for your own professional scenarios | |
| 6/3/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How Much Are Your Ethics Worth? (Webinar) (25WX-0982)25WX-0982 | *Understanding ethics*Available tools to aid in ethical decision making*The role of bias in making ethical decisions*Application through case studies | |
| 6/3/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Basic Individual Taxation Course (Webinar) (25WX-0849)25WX-0849 | *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 | |
| 5/27/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Todd and Julie Chrisley Go to Prison (Webinar) (25WX-1234)25WX-1234 | *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 | |
| 6/18/2025 | 11 a.m. - 1 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-1350)25WX-1350 | *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 | |
| 6/24/2025 | 10:30 a.m. - 2:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Recruit. Retain. Engage. Mastering LinkedIn for HR Success (Webinar) (25WX-1340)25WX-1340 | *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 | |
| 6/24/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethics: IRS Criminal Investigations -- Key Lessons for Accountants (Webinar) (25WX-1034)25WX-1034 | *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 | |
| 6/5/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Mastering IRS Form 7217: Partnership Property Distributions (Webinar) (25WX-1119)25WX-1119 | *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 | |
| 6/11/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| How SAS Nos. 134-145 Improve Risk-Based Audits (Webinar) (25WX-1227)25WX-1227 | *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 | |
| 6/17/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Learning to Teach Tax as a Second Language (Webinar) (25WX-0991)25WX-0991 | *Accounting as a foreign language*Commonly misunderstood concepts*Communicating tax matters*Client-practitioner interactionsInteracting with tax authorities | |
| 6/3/2025 | 11:30 a.m. - 12:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Unlocking Deep Secrets: Case Studies in Financial Analysis (Webinar) (25WX-0845)25WX-0845 | *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 | |
| 5/23/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: IRS Behavioral Insights for Accountants (Webinar) (25WX-1406)25WX-1406 | *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 | |
| 6/27/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Ethical Considerations in Working with Cannabis (Webinar) (25WX-1000)25WX-1000 | *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 | |
| 6/4/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Shortcuts That Excel Users Love (Webinar) (25WX-1345)25WX-1345 | *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. | |
| 6/24/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Behind the Curtain: Exploring IRS Audit Technique Guides (Webinar) (25WX-1015)25WX-1015 | *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 | |
| 6/4/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Professional Ethical Considerations for CPAs (Webinar) (25WX-0925)25WX-0925 | *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 | |
| 5/30/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Leveraging ChatGPT for Innovative Business Advisory Services (Webinar) (25WX-0808)25WX-0808 | *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 | |
| 5/22/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Fraud Case Studies: 21st Century Professional Misbehavior (Webinar) (25WX-1153)25WX-1153 | *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 | |
| 6/12/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
| Ethical Performance Management (Webinar) (25WX-0929)25WX-0929 | *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 | |
| 5/30/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| What if Your Client Didn't Take Reasonable Compensation (Webinar) (25WX-1366)25WX-1366 | *Review best practices to help your client evaluate if an S election is an appropriate choice*How to be proactive and head off common reasonable compensation issues before they happen*Explore strategies for cash management if cash isn't available at year end*Explore what's at stake when reasonable compensation isn't paid timely | |
| 6/25/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Seeing Beyond the Numbers: Analysis for CFOs and Controllers (Webinar) (25WX-1425)25WX-1425 | *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 | |
| 6/28/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Implementing and Maintaining an Internal Control System (Webinar) (25WX-0912)25WX-0912 | *Control creation and implementation basics*Implementation and update procedures for an Internal Control system*Maintaining existing internal controls | |
| 5/29/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Ethics: How to Run Your Business Well (Webinar) (25WX-1429)25WX-1429 | *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" | |
| 6/30/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Mastering the Art of Conflict: CPA Transformative Strategies (Webinar) (25WX-0867)25WX-0867 | *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 | |
| 5/27/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| Coping With the Growth of Online Fraud (Webinar) (25WX-1228)25WX-1228 | *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 | |
| 6/17/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Mastering the Excel Lookup Functions (Webinar) (25WX-1057)25WX-1057 | *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 | |
| 6/6/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Microsoft Teams: Everything You Need to Know From A to Z (Webinar) (25WX-1272)25WX-1272 | *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 | |
| 6/19/2025 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Casualty Losses: Disaster Relief Act of 2024 (Webinar) (25WX-1380)25WX-1380 | *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 | |
| 6/26/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New The Ethics of Teamwork (Webinar) (25WX-0986)25WX-0986 | *Virtue ethics*Team dynamics*Characteristics of highly effective teams*Meeting management*Team communication*Decision making | |
| 6/3/2025 | 12:30 - 2:30 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-1291)25WX-1291 | *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 | |
| 6/20/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Supervision/Management Competencies: An Ethical Approach (Webinar) (25WX-1369)25WX-1369 | *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 | |
| 6/25/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Hot Topics Audit and Attest Update (Webinar) (25WX-0807)25WX-0807 | *Recent quality improvements to the SASs and SSARs*Other matters that should be on your radar | |
| 5/22/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CPAxPACK Bundle: Tax Pro's Guide -- Essential Courses for Tax Mastery (Webinar) (25WX-0970)25WX-0970 | *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. | |
| 6/2/2025 | 8 a.m. - 4 p.m. | Online | 12 CPE (12 tech, 0 non-tech) | |
| Ethical Considerations in Working with Cannabis (Webinar) (25WX-0785)25WX-0785 | *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 | |
| 5/21/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Internal Control Changes for Remote Workers (Webinar) (25WX-1222)25WX-1222 | *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 | |
| 6/17/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Current Not-for-Profit Fraud Trends (Webinar) (25WX-1085)25WX-1085 | *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! | |
| 6/9/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Determining Reasonable Compensation for Owner Employees (Webinar) (25WX-1082)25WX-1082 | *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 | |
| 6/9/2025 | 8 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Fraud and Embezzlement: Case Studies from the Trenches (Webinar) (25WX-1368)25WX-1368 | *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 | |
| 6/25/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| ChatGPT for Accountants: 50+ Use Cases (Webinar) (25WX-0966)25WX-0966 | *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 | |
| 6/2/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CFO and Controller Critical Skills: Budgeting and Forecasting (Webinar) (25WX-1169)25WX-1169 | *Overview of budgeting tools*Overview of difference between budgeting and forecasting*Examples of various budgeting and forecasting techniques | |
| 6/13/2025 | 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-1011)25WX-1011 | *Budgets vs. forecasts*Cyclicality*Core earnings & sustainable growth*Identifying key forecast drivers*Reasonableness in forecasting*Approaches to budgeting*Budgeting variances*Horizontal analysis*Flexible budgeting | |
| 6/4/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Disrupt to Dominate: Mastering Change Leadership (Webinar) (25WX-1302)25WX-1302 | *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 | |
| 6/21/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| IRS Penalties and Abatements (Webinar) (25WX-0828)25WX-0828 | *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 | |
| 5/23/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Monthly Federal Tax Updates: June 2025 (Webinar) (25WX-1068)25WX-1068 | *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 | |
| 6/9/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Side-Hustle CFO (Webinar) (25WX-0805)25WX-0805 | *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 | |
| 5/22/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Ethical Considerations of the New AICPA SSTS Rules (Webinar) (25WX-0903)25WX-0903 | *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 | |
| 5/29/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| About the TIGTA: Who Watches the IRS? (Webinar) (25WX-1163)25WX-1163 | *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 | |
| 6/13/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Using e-Signature Software to Process Agreements (Webinar) (25WX-0846)25WX-0846 | *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 | |
| 5/23/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Accounting & Auditing Update for Small Businesses (Webinar) (25WX-0997)25WX-0997 | *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 | |
| 6/3/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Leveraging ChatGPT for Innovative Business Advisory Services (Webinar) (25WX-1217)25WX-1217 | *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 | |
| 6/17/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics of AI: A CPA's Guide (Webinar) (25WX-0967)25WX-0967 | *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 | |
| 6/2/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Steps to Stop External Fraud (Webinar) (25WX-1246)25WX-1246 | *Types of external fraud*Considerations as organizations work to reduce fraud risk*External fraud and known parties/External fraud unknown perpetrators | |
| 6/18/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Microsoft Outlook "Must Know" Email Tips (Webinar) (25WX-1035)25WX-1035 | *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 | |
| 6/5/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Enterprise-Wide Risk Management in Accounting and Finance (Webinar) (25WX-0870)25WX-0870 | *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 | |
| 5/27/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Art of Engaging in Difficult Conversations (Webinar) (25WX-1198)25WX-1198 | *Awareness of your mindset entering the conversation*Tactics to build a pool of meaning*Clarity around story telling*Biggest mistakes to avoid | |
| 6/16/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Self-Rental Real Estate: Passive Activity and Section 199A (Webinar) (25WX-1341)25WX-1341 | *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 | |
| 6/24/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Accounting for the Gig Economy (Webinar) (25WX-1437)25WX-1437 | *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 | |
| 6/30/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Deep Dive Into Common Auditing Deficiencies (Webinar) (25WX-1422)25WX-1422 | *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 | |
| 6/28/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Risk Assessment Under SAS No. 145: The Key to Audit Quality? (Webinar) (25WX-0866)25WX-0866 | *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 | |
| 5/27/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Unlock the Power of AI with Copilot in Excel (Webinar) (25WX-0853)25WX-0853 | *Introduction to Copilot in Excel*Automating Tasks and Enhancing Productivity*Advanced Data Insights with Copilot | |
| 5/27/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Ethics of Self-Esteem For Women (Webinar) (25WX-1305)25WX-1305 | *Self-Esteem: What is it?*Belief systems*Benefits of high delf rsteem*Minimizing traps of low self esteem*Components of high self esteem | |
| 6/21/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Yellow Book Update (Webinar) (25WX-1259)25WX-1259 | *Yellow Book engagements*Independence requirements in GAGAS*Quality management in Yellow Book*Common deficiencies found in Yellow Book engagements | |
| 6/19/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New What's Going on at the FASB (Webinar) (25WX-1135)25WX-1135 | *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 | |
| 6/12/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Beyond the Numbers: Success Strategies for Female CPAs (Webinar) (25WX-1145)25WX-1145 | *How to increase your visibility instead of flying under the radar*Critical time management techniques that allow you to focus and prioritize the right strategic initiatives*How your inner critic operates and how to silence it*How to build a network of community support and mentoring*What impostor syndrome is and how it may be holding you back | |
| 6/12/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Annual Update for Governmental Accountants and Auditors (Webinar) (25WX-0793)25WX-0793 | *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 | |
| 5/21/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Integrity, Objectivity and Judgment: Values in Action (Webinar) (25WX-0959)25WX-0959 | *AICPA Code of Conduct: Integrity and Objectivity*Case Study: Mortgage crisis of 2007-2010*Case Study: World Com | |
| 6/2/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| New Business Partnerships: Managing Supplier Relationships (Webinar) (25WX-1200)25WX-1200 | *Overview of supplier contracts*Case studies of successful and not-so-successful supplier relationships*Risk potentials | |
| 6/16/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Forensic Accounting: Investigating Divorce Cases (Webinar) (25WX-1042)25WX-1042 | *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 | |
| 6/5/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Cryptocurrency 15 Years Later: A Market Update (Webinar) (25WX-1183)25WX-1183 | *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 | |
| 6/14/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New CPAxPACK Bundle: Forensic Accounting -- Investigate, Analyze, Report (Webinar) (25WX-0971)25WX-0971 | *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. | |
| 6/2/2025 | 8 a.m. - 4 p.m. | Online | 12 CPE (12 tech, 0 non-tech) | 4 Ethics |
| I Spy with My Little Eye...an Illegality (Webinar) (25WX-1220)25WX-1220 | *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 | |
| 6/17/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| New Forensic Accounting: Crafting Expert Reports (Webinar) (25WX-1410)25WX-1410 | *Introduction to Forensic Accounting: Gain an understanding of the fundamentals, roles, and responsibilities of forensic accountants in uncovering financial discrepancies, fraud, and economic damages*Maintain Ethical Integrity: Learn the importance of ethics in forensic accounting and strategies for ethical decision-making*Expert Report Preparation: Learn the essential components, best practices, and common pitfalls in writing clear, concise, and objective expert reports for legal proceedings*Investigation Report Writing: Explore the methodologies for conducting investigations, gathering evidence, and crafting thorough and accurate investigation reports*Economic Damages Writing: Understand the methodologies and best practices for calculating economic damages, including lost profits, business valuation, and other financial impacts*Reviewing Investigation Reports and Economic Damages: Analyze real-world examples to review and critique investigation reports and damage calculations, highlighting key insights and lessons learned | |
| 6/27/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| New AI Privacy, Security and Compliance Masterclass (Webinar) (25WX-1149)25WX-1149 | *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 | |
| 6/12/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Spring Tax Update with Steve Dilley (Webinar) (25WX-0944)25WX-0944 | *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 | |
| 6/2/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| ChatGPT and IRS Taxation Law Research (Webinar) (25WX-1244)25WX-1244 | *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 | |
| 6/18/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CPAxPACK Bundle: Unlock Power BI with Comprehensive Data Analysis (Webinar) (25WX-0973)25WX-0973 | *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. | |
| 6/2/2025 | 8 a.m. - 4 p.m. | Online | 10 CPE (0 tech, 10 non-tech) | |
| New How Recent Auditing Standards Improve Risk-Based Audits (Webinar) (25WX-1377)25WX-1377 | *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 | |
| 6/26/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Mastering the Excel Lookup Functions (Webinar) (25WX-1202)25WX-1202 | *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 | |
| 6/16/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| A Culture of Regulatory Ethics: A Competitive Advantage (Webinar) (25WX-1143)25WX-1143 | *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 | |
| 6/12/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| PPP Fraud and Financial Professionals (Webinar) (25WX-1398)25WX-1398 | *Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 6/27/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| How Changes in Business Methods Affects Internal Control (Webinar) (25WX-0976)25WX-0976 | *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 | |
| 6/3/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Mastering IRS Form 7217: Partnership Property Distributions (Webinar) (25WX-1431)25WX-1431 | *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 | |
| 6/30/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New SEC Case Studies: Ethical Dilemmas in Finance and Accounting (Webinar) (25WX-1342)25WX-1342 | *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 | |
| 6/24/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Yellow Book Update (Webinar) (25WX-1031)25WX-1031 | *Yellow Book engagements*Independence requirements in GAGAS*Quality management in Yellow Book*Common deficiencies found in Yellow Book engagements | |
| 6/5/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Talk This Way: Communication Skills for the CPA (Webinar) (25WX-1419)25WX-1419 | *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 | |
| 6/28/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Erase the Mark: Best Practices in Penalty Abatement (Webinar) (25WX-0865)25WX-0865 | *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 | |
| 5/27/2025 | 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-0863)25WX-0863 | *Implementing AI for accounting automation*Enhancing auditing processes with AI tools*AI applications in tax compliance*Leveraging AI for business advisory services | |
| 5/27/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Professional Ethical Considerations for CPAs (Webinar) (25WX-1421)25WX-1421 | *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 | |
| 6/28/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New S Corporations: Comprehensive Walkthrough of Form 1120S (Webinar) (25WX-1362)25WX-1362 | *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 | |
| 6/25/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| How Fraud Can Affect Smaller Organizations (Webinar) (25WX-1395)25WX-1395 | *The reasons for fraud*Fraudulent acts that are initiated against smaller organizations*Methods to stop fraud attempts against small businesses | |
| 6/26/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Invest in Your Mental Health and Avoid Burnout (Webinar) (25WX-1056)25WX-1056 | *How to recognize burnout and evaluate where you are on the burnout scale*How impostor syndrome drives coping reactions of overworking, over preparing and perfectionism*How mindfulness can reduce stress and save time*Silencing the critical inner voice*Tools to help you become more attuned to your needs and emotions*How attending to and regulating your nervous system impacts your mood and well-being | |
| 6/6/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Ethical AI Practices for CPAs: Ensuring Responsible Use (Webinar) (25WX-1165)25WX-1165 | *Understanding ethical implications of AI*Data privacy and security considerations*Compliance with regulations and professional standards*Developing ethical AI policies and procedures | |
| 6/13/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Disrupt to Dominate: Mastering Change Leadership (Webinar) (25WX-0936)25WX-0936 | *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 | |
| 5/30/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| ChatGPT: What Every CPA Should Know (Webinar) (25WX-0931)25WX-0931 | *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 | |
| 5/30/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Ethics: How to Run Your Business Well (Webinar) (25WX-1179)25WX-1179 | *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" | |
| 6/14/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Ethical AI Practices for CPAs: Ensuring Responsible Use (Webinar) (25WX-1435)25WX-1435 | *Understanding ethical implications of AI*Data privacy and security considerations*Compliance with regulations and professional standards*Developing ethical AI policies and procedures | |
| 6/30/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Hot Topics Accounting Update (Webinar) (25WX-1238)25WX-1238 | *New accounting standards*The impact on Financial Reporting*Hot topics in financial reporting*Current and emerging US GAAP requirements | |
| 6/18/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accounting for and Auditing Cryptocurrency and Digital Assets (Webinar) (25WX-1376)25WX-1376 | *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 | |
| 6/26/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Role of Internal Control in the Risk-Based Audit (Webinar) (25WX-1132)25WX-1132 | *Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control system*Development of a tailored audit approach that considers the potential reliance on internal controls*Guidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients | |
| 6/12/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Ethical Considerations of the New AICPA SSTS Rules (Webinar) (25WX-1118)25WX-1118 | *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 | |
| 6/11/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Clean, Transform and Load Data in Power BI (Webinar) (25WX-0820)25WX-0820 | *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 | |
| 5/22/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Leadership Skills of Tomorrow: Delegate and Listen (Webinar) (25WX-1080)25WX-1080 | *Three levels of listening*Strategies to remain focused*Building trust through listening*Tactics to practice the Titanium Rule*Delegating with confidence*Establishing an accountability system | |
| 6/9/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Seeing Beyond the Numbers: Analysis for CFOs and Controllers (Webinar) (25WX-1020)25WX-1020 | *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 | |
| 6/4/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Beyond the Numbers: Success Strategies for Female CPAs (Webinar) (25WX-1390)25WX-1390 | *How to increase your visibility instead of flying under the radar*Critical time management techniques that allow you to focus and prioritize the right strategic initiatives*How your inner critic operates and how to silence it*How to build a network of community support and mentoring*What impostor syndrome is and how it may be holding you back | |
| 6/26/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Best Non-Google Search Tools for Accountants (Webinar) (25WX-1193)25WX-1193 | *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 | |
| 6/16/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Compilation, Preparation and Review Basics and Peer Reviews (Webinar) (25WX-0910)25WX-0910 | *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 | |
| 5/29/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics and Technology for CPAs (Webinar) (25WX-1010)25WX-1010 | *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 | |
| 6/4/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New ChatGPT and Advanced Accounting Research (Webinar) (25WX-1108)25WX-1108 | *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 | |
| 6/10/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Corporate Transparency Act Developments (Webinar) (25WX-1134)25WX-1134 | *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 | |
| 6/12/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Common Financial Statement Disclosures (Webinar) (25WX-1212)25WX-1212 | *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 | |
| 6/17/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: How to Give and Receive Criticism the Right Way (Webinar) (25WX-0924)25WX-0924 | *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 | |
| 5/30/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Ethics Based Leadership for Women (Webinar) (25WX-0843)25WX-0843 | *The state of women in leadership in the United States*Leadership defined*Virtue ethics*Internal and external challenges for women in leadership*Creating a culture of safety and caring | |
| 5/23/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New AI Prompt Engineering Masterclass for Accountants (Webinar) (25WX-0880)25WX-0880 | *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 | |
| 5/28/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Build Better Budgets: Fundamental Techniques (Webinar) (25WX-1089)25WX-1089 | *Advantages of budgeting*The role of budgeting*Master budgeting*Flexible budgeting*Standards and variances*Capital budgeting | |
| 6/10/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Fraud, Controls and Ethics: Best Practices and Case Studies (Webinar) (25WX-0871)25WX-0871 | *Examination of actual frauds*Discussion of internal controls that could have prevented frauds*Contemplation of epiphanies for your own professional scenarios*The AICPA Code of Professional Conduct*Other elements of professional conduct and compliance with professional standards | |
| 5/27/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
| New Managerial Accounting: Your Prescription for Better Decisions (Webinar) (25WX-1229)25WX-1229 | *Target profit and break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis*Budgeting | |
| 6/17/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Tech it to the Next Level: Slim Your Team for Max Efficiency (Webinar) (25WX-0860)25WX-0860 | *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 | |
| 5/27/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New CPA to CFO (Webinar) (25WX-1309)25WX-1309 | *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 | |
| 6/23/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Hot Topics Audit and Attest Update (Webinar) (25WX-1256)25WX-1256 | *Recent quality improvements to the SASs and SSARs*Other matters that should be on your radar | |
| 6/19/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The 10 Must Know Excel Features (Webinar) (25WX-1147)25WX-1147 | *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 | |
| 6/12/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethics at Work: Diversity, Equity and Inclusion (Webinar) (25WX-1111)25WX-1111 | *Overview of ethics*Ethical values and principles*DEI working definitions*Unconscious bias, assumptions, microaggressions*Standing Up and Speaking Out*DEI and Organizational Responsibility | |
| 6/11/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Cultural Transformation (Webinar) (25WX-1199)25WX-1199 | *What is culture*Why culture matters*A process to change your organization's culture | |
| 6/16/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The 10 Must Know Excel Features (Webinar) (25WX-1322)25WX-1322 | *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 | |
| 6/23/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethics and Technology for CPAs (Webinar) (25WX-0813)25WX-0813 | *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 | |
| 5/22/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Grading Your Auditors: Are You Getting the Most Value? (Webinar) (25WX-0893)25WX-0893 | *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 | |
| 5/28/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Revision to Government Auditing Standards Impact (Webinar) (25WX-1025)25WX-1025 | *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 | |
| 6/5/2025 | 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-1287)25WX-1287 | *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 | |
| 6/20/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New CPAxPACK Bundle: Audit Essentials -- Cash, Expenses, Inventory (Webinar) (25WX-0958)25WX-0958 | *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. | |
| 6/2/2025 | 8 a.m. - 4 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| Create Paginated Reports with Power BI Report Builder (Webinar) (25WX-1237)25WX-1237 | *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 | |
| 6/18/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Generative AI in Practice: Boost Efficiency and Profitability (Webinar) (25WX-1436)25WX-1436 | *Implementing AI for accounting automation*Enhancing auditing processes with AI tools*AI applications in tax compliance*Leveraging AI for business advisory services | |
| 6/30/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Navigating IRS Collections: The Collection Process (Webinar) (25WX-1386)25WX-1386 | *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 | |
| 6/26/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Learning to Teach Tax as a Second Language (Webinar) (25WX-0802)25WX-0802 | *Accounting as a foreign language*Commonly misunderstood concepts*Communicating tax matters*Client-practitioner interactionsInteracting with tax authorities | |
| 5/21/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Long-Term Care Insurance: Make the Switch (Webinar) (25WX-1140)25WX-1140 | *The need to fund for long-term care in America*Client's attitudes and misconceptions*Innovative long-term care solutions and funding | |
| 6/12/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Accounting of the Soul: Making the World a Better Place (Webinar) (25WX-1255)25WX-1255 | *Overview of Virtue Ethics and the Common Good*Professionalism*The Virtue of Compassion*Gossip in the Workplace*Gratitude | |
| 6/19/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| New Cryptocurrency 15 Years Later: A Market Update (Webinar) (25WX-0907)25WX-0907 | *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 | |
| 5/29/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Ethics and Technology for CPAs (Webinar) (25WX-1286)25WX-1286 | *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 | |
| 6/20/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Monthly Federal Tax Updates: June 2025 (Webinar) (25WX-1308)25WX-1308 | *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 | |
| 6/23/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Noble Leadership: An Ethical Approach (Webinar) (25WX-0881)25WX-0881 | *Leadership Definition*Virtue Ethics*Relationship of Virtue Ethics to Leadership*Characteristics of the Noble Leader*Actions to create a culture of respect and dignity | |
| 5/28/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| The Ethics of Recruitment and Selection (Webinar) (25WX-0859)25WX-0859 | *Discussion of ethical and effective recruiting strategies*Selection processes that foster diversity and inclusion*How to increase talent pools to ensure hiring success | |
| 5/27/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Annual Update for Governments and Not-for-Profits (Webinar) (25WX-1120)25WX-1120 | *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 | |
| 6/11/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Create Visuals in Power BI to Successfully Analyze Data (Webinar) (25WX-1115)25WX-1115 | *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 | |
| 6/11/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Ethics of Care in the Workplace (Webinar) (25WX-0905)25WX-0905 | *Ethical values and principles*Compassion*Managing expectations*Respect and humility*Attribution Theory | |
| 5/29/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Deep Dive Into Common Auditing Deficiencies (Webinar) (25WX-1206)25WX-1206 | *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 | |
| 6/16/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethics at Work: Diversity, Equity and Inclusion (Webinar) (25WX-1417)25WX-1417 | *Overview of ethics*Ethical values and principles*DEI working definitions*Unconscious bias, assumptions, microaggressions*Standing Up and Speaking Out*DEI and Organizational Responsibility | |
| 6/28/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| PCAOB and SEC Update (Webinar) (25WX-1107)25WX-1107 | *Developments at the PCAOB*Recent trends in SEC comment letters*Enforcement actions and administrative proceedings*Conclusions and predictions for the future | |
| 6/10/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Adobe Acrobat Tips for Working with PDF Files (Webinar) (25WX-1078)25WX-1078 | *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 | |
| 6/9/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Accounting & Auditing Update for Small Businesses (Webinar) (25WX-1358)25WX-1358 | *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 | |
| 6/25/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Walter Haig's GAAP for SMEs, Tax and Cash Frameworks Update (Webinar) (25WX-1231)25WX-1231 | *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 | |
| 6/18/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The CFO Who Went to Prison (Webinar) (25WX-1353)25WX-1353 | *The importance of valuesIdentifying success*Ethical dilemmas*Mitigation strategies*Creating tools to help make better decisions*Personal accountability strategies | |
| 6/25/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New How Recent Auditing Standards Improve Risk-Based Audits (Webinar) (25WX-0941)25WX-0941 | *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 | |
| 5/30/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New ChatGPT Vision for Financial Analysis (Webinar) (25WX-1276)25WX-1276 | *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 | |
| 6/20/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Microsoft 365 Application Lightning Round Review (Webinar) (25WX-1166)25WX-1166 | *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 | |
| 6/13/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Ethics Case Studies: Remaining Ethical in the Age of Oversharing (Webinar) (25WX-1124)25WX-1124 | *Risks associated with social media*Sections of the AICPA Code of Professional Conduct that might be violated using social media*Case study discussions | |
| 6/11/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Build Better Budgets: Fundamental Techniques (Webinar) (25WX-1397)25WX-1397 | *Advantages of budgeting*The role of budgeting*Master budgeting*Flexible budgeting*Standards and variances*Capital budgeting | |
| 6/27/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Advanced Cybersecurity: Beyond the Basics (Webinar) (25WX-1188)25WX-1188 | *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 | |
| 6/16/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New AI Privacy, Security and Compliance Masterclass (Webinar) (25WX-1344)25WX-1344 | *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 | |
| 6/24/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Fraud and Embezzlement: Case Studies from the Trenches (Webinar) (25WX-0890)25WX-0890 | *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 | |
| 5/28/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Ethical Considerations in Working with Cannabis (Webinar) (25WX-1278)25WX-1278 | *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 | |
| 6/20/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| New Forensic Accounting: Finding Hidden Treasure in Tax Returns (Webinar) (25WX-1154)25WX-1154 | *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 | |
| 6/12/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Ethical Considerations of the New AICPA SSTS Rules (Webinar) (25WX-1357)25WX-1357 | *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 | |
| 6/25/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Advanced ChatGPT for Accountants (Webinar) (25WX-0906)25WX-0906 | *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 | |
| 5/29/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Create Measures in Power BI That Define Your Metrics (Webinar) (25WX-0790)25WX-0790 | *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 | |
| 5/21/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Governmental GAAP Update: Navigating GASB Standards (Webinar) (25WX-0832)25WX-0832 | *New GASB standards: GASB 100, Accounting Changes and Error Corrections*GASB 101, Compensated Absences*Practical case studies | |
| 5/23/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Forensic Accounting: Court Approved Methods of Proof (Webinar) (25WX-1371)25WX-1371 | *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 | |
| 6/25/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Fraud Case Studies: 21st Century Professional Misbehavior (Webinar) (25WX-0837)25WX-0837 | *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 | |
| 5/23/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
| New Fraud Case Studies: 21st Century Professional Misbehavior (Webinar) (25WX-1384)25WX-1384 | *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 | |
| 6/26/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
| Retirement Planning: Next Stage for You or Your Client (Webinar) (25WX-0945)25WX-0945 | *Welcome to Your Next Stage -- Developing a new perspective on what this next stage is really all about*It's About Time -- Discovering a new sense of purpose*Money Matters -- Assessing your financial conditions*Relationships Matter Too -- Addressing needed or potential changes in your relationships*Healthy Habits -- Examining new or renewed ways to stay healthy*Who I Am -- Creating a new identity, and answering "So what do you do?"*My Master Plan -- Figuring out what to do next | |
| 6/2/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Art of Engaging in Difficult Conversations (Webinar) (25WX-1009)25WX-1009 | *Awareness of your mindset entering the conversation*Tactics to build a pool of meaning*Clarity around story telling*Biggest mistakes to avoid | |
| 6/4/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Leveraging ChatGPT for Innovative Business Advisory Services (Webinar) (25WX-1052)25WX-1052 | *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 | |
| 6/6/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Retirement Planning: Next Stage for You or Your Client (Webinar) (25WX-1230)25WX-1230 | *Welcome to Your Next Stage -- Developing a new perspective on what this next stage is really all about*It's About Time -- Discovering a new sense of purpose*Money Matters -- Assessing your financial conditions*Relationships Matter Too -- Addressing needed or potential changes in your relationships*Healthy Habits -- Examining new or renewed ways to stay healthy*Who I Am -- Creating a new identity, and answering "So what do you do?"*My Master Plan -- Figuring out what to do next | |
| 6/18/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Leveraging Marketing Automation for Accounting Firm Growth (Webinar) (25WX-1233)25WX-1233 | *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 | |
| 6/18/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Keeping Up With the FASB (Webinar) (25WX-1024)25WX-1024 | *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 | |
| 6/5/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The CFO Who Went to Prison (Webinar) (25WX-0851)25WX-0851 | *The importance of valuesIdentifying success*Ethical dilemmas*Mitigation strategies*Creating tools to help make better decisions*Personal accountability strategies | |
| 5/27/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| What You Can Learn From the Statement of Cash Flows (Webinar) (25WX-1307)25WX-1307 | *Preparation of the statement of cash flows*Importance of identifying sources and uses of cash in financial reporting*Financial statement analysis*Cash-related financial statement disclosures | |
| 6/23/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Money Laundering 101 for CPAs (Webinar) (25WX-1081)25WX-1081 | *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 | |
| 6/9/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Current Cybersecurity Risk Management Trends (Webinar) (25WX-1106)25WX-1106 | *Overview of current cybersecurity threats and how to mitigate data breach risk*Describe how to avoid malware and other security threats | |
| 6/10/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| CFO Solutions to IRS Problems (Webinar) (25WX-1221)25WX-1221 | *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 | |
| 6/17/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Ethics of Recruitment and Selection (Webinar) (25WX-1136)25WX-1136 | *Discussion of ethical and effective recruiting strategies*Selection processes that foster diversity and inclusion*How to increase talent pools to ensure hiring success | |
| 6/12/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Disrupt to Dominate: Mastering Change Leadership (Webinar) (25WX-1175)25WX-1175 | *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 | |
| 6/13/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New CPAxPACK Bundle: Unlocking AI Potential for Business Innovation (Webinar) (25WX-0972)25WX-0972 | *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. | |
| 6/2/2025 | 8 a.m. - 4 p.m. | Online | 10 CPE (6 tech, 4 non-tech) | |
| Ethics: 10 Crucial Qualities of High Character CPAs (Webinar) (25WX-1211)25WX-1211 | *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 | |
| 6/17/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Casualty Losses: Disaster Relief Act of 2024 (Webinar) (25WX-0927)25WX-0927 | *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 | |
| 5/30/2025 | 10:30 - 11:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Introduction to Yellow Book: 8-Credit Boot Camp (Webinar) (25WX-1075)25WX-1075 | *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 | |
| 6/9/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Side-Hustle CFO (Webinar) (25WX-1235)25WX-1235 | *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 | |
| 6/18/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Lessons on Fraud Prevention from Sam Bankman-Fried's Crypto (Webinar) (25WX-1066)25WX-1066 | *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? | |
| 6/9/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Coaching the Next Generation of CPAs (Webinar) (25WX-1304)25WX-1304 | *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 | |
| 6/21/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Supporting Mental Wellness to Thrive in Work and Life (Webinar) (25WX-1310)25WX-1310 | *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 | |
| 6/23/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Using AI to Instantly Transform Ideas into Revenue Streams (Webinar) (25WX-1195)25WX-1195 | *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) | |
| 6/16/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New GPT Builder for Accountants (Webinar) (25WX-1194)25WX-1194 | *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 | |
| 6/16/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Tax Depreciation: Review and Update (Webinar) (25WX-1030)25WX-1030 | *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 | |
| 6/5/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Money Laundering 101 for CPAs (Webinar) (25WX-1130)25WX-1130 | *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 | |
| 6/11/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Understanding the New Forms K-2 and K-3 (Webinar) (25WX-1232)25WX-1232 | *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 | |
| 6/18/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Securing Your Data with a Password Management App (Webinar) (25WX-0799)25WX-0799 | *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 | |
| 5/21/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Controls to Secure the Growing Digital Footprint (Webinar) (25WX-1440)25WX-1440 | *Securing individual documents*Protecting information resident in the Cloud*Securing data stored on or accessed by mobile devices | |
| 6/30/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Using e-Signature Software to Process Agreements (Webinar) (25WX-1204)25WX-1204 | *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 | |
| 6/16/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New AI Revolution: The Big Picture for CPAs (Webinar) (25WX-1218)25WX-1218 | *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 | |
| 6/17/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ChatGPT and Complex Financial and HR Conversations (Webinar) (25WX-0987)25WX-0987 | *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 | |
| 6/3/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Casualty Losses: Disaster Relief Act of 2024 (Webinar) (25WX-1073)25WX-1073 | *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 | |
| 6/9/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Entertainment, Meals and Travel Expenses: Review and Update (Webinar) (25WX-0831)25WX-0831 | *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 | |
| 5/23/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Recruit. Retain. Engage. Mastering LinkedIn for HR Success (Webinar) (25WX-0887)25WX-0887 | *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 | |
| 5/28/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Microsoft 365: Save More Time, Make More Money (Webinar) (25WX-1121)25WX-1121 | *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 | |
| 6/11/2025 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New A&A Update With Technology Implementation (Webinar) (25WX-1242)25WX-1242 | *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) | |
| 6/18/2025 | 8:30 a.m. - 12:30 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-1326)25WX-1326 | *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 | |
| 6/23/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Common Financial Statement Disclosures (Webinar) (25WX-0791)25WX-0791 | *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 | |
| 5/21/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Invest in Your Mental Health and Avoid Burnout (Webinar) (25WX-1266)25WX-1266 | *How to recognize burnout and evaluate where you are on the burnout scale*How impostor syndrome drives coping reactions of overworking, over preparing and perfectionism*How mindfulness can reduce stress and save time*Silencing the critical inner voice*Tools to help you become more attuned to your needs and emotions*How attending to and regulating your nervous system impacts your mood and well-being | |
| 6/19/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Building Security and Efficiency With Internal Control (Webinar) (25WX-1104)25WX-1104 | *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 | |
| 6/10/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Cryptocurrency 15 Years Later: A Market Update (Webinar) (25WX-1361)25WX-1361 | *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 | |
| 6/25/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Ethics: IRS Criminal Investigations -- Key Lessons for Accountants (Webinar) (25WX-0809)25WX-0809 | *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 | |
| 5/22/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Advanced Excel for Staff: Build Reports and Analyze Data (Webinar) (25WX-1026)25WX-1026 | *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 | |
| 6/5/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethics: 10 Crucial Qualities of High Character CPAs (Webinar) (25WX-0980)25WX-0980 | *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 | |
| 6/3/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Retaining Talent in a Competitive Marketplace (Webinar) (25WX-1252)25WX-1252 | *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 | |
| 6/18/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Enterprise-Wide Risk Management in Accounting and Finance (Webinar) (25WX-1172)25WX-1172 | *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 | |
| 6/13/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| More Money: Strategic Ways to Improve Cash Flow (Webinar) (25WX-1301)25WX-1301 | *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 | |
| 6/21/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Forgotten Managerial Accounting Tools for CPAs (Webinar) (25WX-1067)25WX-1067 | *Target profit analysis*Break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis | |
| 6/9/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Reasonable Compensation for S Corps (Webinar) (25WX-1412)25WX-1412 | *Explain the payroll tax advantage of taking distributions over wages*Review key court cases that shape todays reasonable compensation landscape*How to use court factors to stress test reasonable compensation*Best practices for determining reasonable compensation*Review of the IRS's enforcement on reasonable compensation; past, present and future | |
| 6/27/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Build Better Budgets: Fundamental Techniques (Webinar) (25WX-0850)25WX-0850 | *Advantages of budgeting*The role of budgeting*Master budgeting*Flexible budgeting*Standards and variances*Capital budgeting | |
| 5/27/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ChatGPT and IRS Taxation Law Research (Webinar) (25WX-0796)25WX-0796 | *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 | |
| 5/21/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: What a CPA in Business and Industry Needs to Know (Webinar) (25WX-1139)25WX-1139 | *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 | |
| 6/12/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Leadershift Ethics: Things Must Change! (Webinar) (25WX-1288)25WX-1288 | *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 | |
| 6/20/2025 | 2:30 - 4:30 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-0969)25WX-0969 | *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 | |
| 6/2/2025 | 8 a.m. - 4 p.m. | Online | 24 CPE (24 tech, 0 non-tech) | |
| New CFO and Controller Critical Skills: Budgeting and Forecasting (Webinar) (25WX-1388)25WX-1388 | *Overview of budgeting tools*Overview of difference between budgeting and forecasting*Examples of various budgeting and forecasting techniques | |
| 6/26/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Forgotten Managerial Accounting Tools for CPAs (Webinar) (25WX-0919)25WX-0919 | *Target profit analysis*Break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis | |
| 5/30/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Take Command of Your Time (Webinar) (25WX-0933)25WX-0933 | *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) | |
| 5/30/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Not-for-Profit GAAP Update (Webinar) (25WX-1359)25WX-1359 | *Accounting Standard Updates issued by the FASB*Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on | |
| 6/25/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Navigating IRS Authorizations: Form 2848 and Form 8821 (Webinar) (25WX-1263)25WX-1263 | *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 | |
| 6/19/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Role of Internal Control in the Risk-Based Audit (Webinar) (25WX-0894)25WX-0894 | *Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control system*Development of a tailored audit approach that considers the potential reliance on internal controls*Guidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients | |
| 5/28/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Internal Control Changes for Remote Workers (Webinar) (25WX-1013)25WX-1013 | *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 | |
| 6/4/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| What You Can Learn From the Statement of Cash Flows (Webinar) (25WX-1156)25WX-1156 | *Preparation of the statement of cash flows*Importance of identifying sources and uses of cash in financial reporting*Financial statement analysis*Cash-related financial statement disclosures | |
| 6/13/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| S Corporations: Calculating Shareholder Basis (Webinar) (25WX-1343)25WX-1343 | *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 | |
| 6/24/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Mastering Partnership Basis: Inside and Outside Basis (Webinar) (25WX-1049)25WX-1049 | *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 | |
| 6/6/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Using ChatGPT with Excel (Webinar) (25WX-1400)25WX-1400 | *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 | |
| 6/27/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Ethical Intelligence for Artificial Intelligence (Webinar) (25WX-1346)25WX-1346 | *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 | |
| 6/24/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Al Capone to Cybercrime: The Journey of IRS Special Agents (Webinar) (25WX-1274)25WX-1274 | *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 | |
| 6/19/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New SECURE Act 2.0 and Updates (Webinar) (25WX-1176)25WX-1176 | *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 | |
| 6/14/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Master the Art of CPA Communication: Boost Your Influence! (Webinar) (25WX-1372)25WX-1372 | *Techniques for simplifying complex financial information for clients and stakeholders*Persuasive communication principles aligned with CPA roles*Building and maintaining trust and credibility with diverse stakeholders*Case studies and Interviews with Finance, Accounting and CPA professionals*Developing empathy and emotional intelligence in communications*Best practices for active listening to strengthen client relationships*Application of Influencer principles for impactful change in communication | |
| 6/25/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New How to Audit Inventory (Webinar) (25WX-0833)25WX-0833 | *Auditing Inventory*Related audit assertions, risks, and threats to inventory*Substantive auditing procedures that staff should perform | |
| 5/23/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Governmental GAAP Update: Navigating GASB Standards (Webinar) (25WX-0984)25WX-0984 | *New GASB standards: GASB 100, Accounting Changes and Error Corrections*GASB 101, Compensated Absences*Practical case studies | |
| 6/3/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Installment sales: Maximize Tax Benefits and Stay Compliant (Webinar) (25WX-1257)25WX-1257 | *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 | |
| 6/19/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Taxation of the Cannabis Industry (Webinar) (25WX-1363)25WX-1363 | *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 | |
| 6/25/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Improve Spreadsheets by Building Controls in Excel (Webinar) (25WX-0830)25WX-0830 | *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 | |
| 5/23/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New How AI Fits into the Accounting World (Webinar) (25WX-1389)25WX-1389 | *An overview of AI constructs*How artificial intelligence is being used by accountants today*Accounting-centric AI developments on the horizon | |
| 6/26/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Internal Control: Testing for Operating Effectiveness (Webinar) (25WX-1040)25WX-1040 | *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 | |
| 6/5/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How Much Are Your Ethics Worth? (Webinar) (25WX-1239)25WX-1239 | *Understanding ethics*Available tools to aid in ethical decision making*The role of bias in making ethical decisions*Application through case studies | |
| 6/18/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Internal Control: Testing for Operating Effectiveness (Webinar) (25WX-1271)25WX-1271 | *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 | |
| 6/19/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Comprehensive Audit and SSARS Update (Webinar) (25WX-0800)25WX-0800 | *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 | |
| 5/21/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Steps to Stop External Fraud (Webinar) (25WX-1014)25WX-1014 | *Types of external fraud*Considerations as organizations work to reduce fraud risk*External fraud and known parties/External fraud unknown perpetrators | |
| 6/4/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Grading Your Auditors: Are You Getting the Most Value? (Webinar) (25WX-1414)25WX-1414 | *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 | |
| 6/27/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Master the Art of CPA Communication: Boost Your Influence! (Webinar) (25WX-1441)25WX-1441 | *Techniques for simplifying complex financial information for clients and stakeholders*Persuasive communication principles aligned with CPA roles*Building and maintaining trust and credibility with diverse stakeholders*Case studies and Interviews with Finance, Accounting and CPA professionals*Developing empathy and emotional intelligence in communications*Best practices for active listening to strengthen client relationships*Application of Influencer principles for impactful change in communication | |
| 6/30/2025 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Securing Your Data with a Password Management App (Webinar) (25WX-0953)25WX-0953 | *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 | |
| 6/2/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Current Not-for-Profit Fraud Trends (Webinar) (25WX-1415)25WX-1415 | *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! | |
| 6/27/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New What's Changing in A&A for Governmental Entities (Webinar) (25WX-0904)25WX-0904 | *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 | |
| 5/29/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| More Money: Strategic Ways to Improve Cash Flow (Webinar) (25WX-1131)25WX-1131 | *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 | |
| 6/11/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Leadership Skills of Tomorrow: Delegate and Listen (Webinar) (25WX-0864)25WX-0864 | *Three levels of listening*Strategies to remain focused*Building trust through listening*Tactics to practice the Titanium Rule*Delegating with confidence*Establishing an accountability system | |
| 5/27/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Business Tax Update: Recent Developments (Webinar) (25WX-1074)25WX-1074 | *2024/25 legislation impacting business taxpayers*Extenders legislation update*Meals and entertainment expense reporting*Partnership and S corporation updateIncome and deductions | |
| 6/9/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Creating an Ethical Work Environment (Webinar) (25WX-1216)25WX-1216 | *Ethical values and principles*Human factors impacting ethical choices*Professional and organizational responsibilities in creating an ethical work environment*Tools for ethical decision making | |
| 6/17/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Ethics and Civility in the Workplace (Webinar) (25WX-1051)25WX-1051 | *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 | |
| 6/6/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| PPP Fraud and Financial Professionals (Webinar) (25WX-1114)25WX-1114 | *Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 6/11/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Everyday Ethics at Work: Don't be the Next News Story! (Webinar) (25WX-0839)25WX-0839 | *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 | |
| 5/23/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Accounting for the Gig Economy (Webinar) (25WX-1167)25WX-1167 | *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 | |
| 6/13/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Get started with Power BI (Webinar) (25WX-1017)25WX-1017 | *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 | |
| 6/4/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Deep Dive Into Common Auditing Deficiencies (Webinar) (25WX-0826)25WX-0826 | *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 | |
| 5/22/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Microsoft Teams: Everything You Need to Know From A to Z (Webinar) (25WX-1207)25WX-1207 | *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 | |
| 6/16/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Understanding the New Forms K-2 and K-3 (Webinar) (25WX-1045)25WX-1045 | *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 | |
| 6/6/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Complete Guide to Analyze Data with Excel PivotTables (Webinar) (25WX-0847)25WX-0847 | *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 | |
| 5/23/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Bookkeeper Goes to Prison (Webinar) (25WX-1374)25WX-1374 | *Career choices*Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 6/26/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Clean, Transform and Load Data in Power BI (Webinar) (25WX-1293)25WX-1293 | *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 | |
| 6/20/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New AI Prompt Engineering Masterclass for Accountants (Webinar) (25WX-1423)25WX-1423 | *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 | |
| 6/28/2025 | 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-1251)25WX-1251 | *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 | |
| 6/18/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Defining Where and Why Internal Controls are Needed (Webinar) (25WX-0869)25WX-0869 | *Control design basics*Areas or segments of an enterprise to control*Controls to reduce risk*Controls to drive operations | |
| 5/27/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Microsoft 365: Save More Time, Make More Money (Webinar) (25WX-1064)25WX-1064 | *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 | |
| 6/6/2025 | 10:30 a.m. - 2:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Leadershift: Drive Results Through Ethical Performance Management (Webinar) (25WX-1320)25WX-1320 | *How Inspirational leadership is the foundation that ethically drives results*Simplify the complex: Walk through the Results Model and discover practical how-to examples of execution*Hacks for getting great results with specific examples you can leverage in your business*The How: Empower your people to feel like an owner, managing difficult conversations well, leading with empathy and what that looks like, how it should feel, motivational coaching techniques to get your employee relationships back on track, and unleashing the power of appreciation and gratitude*The What: Powerful score-carding, transformational goal-setting conversations, and positive accountable follow-up | |
| 6/23/2025 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| New Taking Advantage of Array Formulas in Excel (Webinar) (25WX-0844)25WX-0844 | *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 | |
| 5/23/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethics: IRS Behavioral Insights for Accountants (Webinar) (25WX-1123)25WX-1123 | *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 | |
| 6/11/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Ethics and Civility in the Workplace (Webinar) (25WX-1314)25WX-1314 | *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 | |
| 6/23/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| PCAOB and SEC Update (Webinar) (25WX-1325)25WX-1325 | *Developments at the PCAOB*Recent trends in SEC comment letters*Enforcement actions and administrative proceedings*Conclusions and predictions for the future | |
| 6/23/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Create Visuals in Power BI to Successfully Analyze Data (Webinar) (25WX-0974)25WX-0974 | *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 | |
| 6/2/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Understanding the New Forms K-2 and K-3 (Webinar) (25WX-0804)25WX-0804 | *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 | |
| 5/22/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: IRS Criminal Investigations -- Key Lessons for Accountants (Webinar) (25WX-1219)25WX-1219 | *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 | |
| 6/17/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Mastering the Art of Conflict: CPA Transformative Strategies (Webinar) (25WX-1201)25WX-1201 | *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 | |
| 6/16/2025 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| New Tax Implications of Retirement Plan Distributions (Webinar) (25WX-1029)25WX-1029 | *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 | |
| 6/5/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Al Capone to Cybercrime: The Journey of IRS Special Agents (Webinar) (25WX-1061)25WX-1061 | *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 | |
| 6/6/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Create Paginated Reports with Power BI Report Builder (Webinar) (25WX-0950)25WX-0950 | *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 | |
| 6/2/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Understanding Internal Control Constructs (Webinar) (25WX-1055)25WX-1055 | *Underlying concepts of internal control*The importance of control measure interdependency | |
| 6/6/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Donating Cryptocurrency and Avoiding Traps for the Unwary (Webinar) (25WX-0784)25WX-0784 | *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 | |
| 5/21/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How to Start a CFO Service (Webinar) (25WX-1158)25WX-1158 | *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 | |
| 6/13/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Advanced Cybersecurity: Beyond the Basics (Webinar) (25WX-1328)25WX-1328 | *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 | |
| 6/23/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| A Culture of Regulatory Ethics: A Competitive Advantage (Webinar) (25WX-1296)25WX-1296 | *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 | |
| 6/20/2025 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| Analyzing Financial Statements (Webinar) (25WX-1091)25WX-1091 | *Balance sheet analysis*Income statement analysis*Cash flow statement analysis*Clues in the notes and MD&A*Industry nuances | |
| 6/10/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Guide Strategy, Attract Investments with Financial Forecasts (Webinar) (25WX-1323)25WX-1323 | *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 | |
| 6/23/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics at Work: Diversity, Equity and Inclusion (Webinar) (25WX-0897)25WX-0897 | *Overview of ethics*Ethical values and principles*DEI working definitions*Unconscious bias, assumptions, microaggressions*Standing Up and Speaking Out*DEI and Organizational Responsibility | |
| 5/29/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Tax Implications of Retirement Plan Distributions (Webinar) (25WX-1240)25WX-1240 | *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 | |
| 6/18/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New CPAxPACK Bundle: Combatting Fraud -- Master Prevention and Detection (Webinar) (25WX-0956)25WX-0956 | *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. | |
| 6/2/2025 | 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-1327)25WX-1327 | *Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control system*Development of a tailored audit approach that considers the potential reliance on internal controls*Guidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients | |
| 6/23/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Keeping Up With the FASB (Webinar) (25WX-0786)25WX-0786 | *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 | |
| 5/21/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Everyday Ethics at Work: Don't be the Next News Story! (Webinar) (25WX-1012)25WX-1012 | *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 | |
| 6/4/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Becoming Conflict Competent (Webinar) (25WX-1253)25WX-1253 | *Levels of conflict*Strategies to de-escalate conflict*Distinction between miscommunication and conflict*Responses to conflict*Tactics to address, rather than avoid, conflict | |
| 6/19/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Fraud, Controls and Ethics: Best Practices and Case Studies (Webinar) (25WX-1177)25WX-1177 | *Examination of actual frauds*Discussion of internal controls that could have prevented frauds*Contemplation of epiphanies for your own professional scenarios*The AICPA Code of Professional Conduct*Other elements of professional conduct and compliance with professional standards | |
| 6/14/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
| New Supporting Mental Wellness to Thrive in Work and Life (Webinar) (25WX-0922)25WX-0922 | *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 | |
| 5/30/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Using ChatGPT with Excel (Webinar) (25WX-0923)25WX-0923 | *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 | |
| 5/30/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Comprehensive Audit and SSARS Update (Webinar) (25WX-1264)25WX-1264 | *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 | |
| 6/19/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Money Laundering 101 for CPAs (Webinar) (25WX-0803)25WX-0803 | *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 | |
| 5/21/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Hot Topics Audit and Attest Update (Webinar) (25WX-1028)25WX-1028 | *Recent quality improvements to the SASs and SSARs*Other matters that should be on your radar | |
| 6/5/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Bookkeeper Goes to Prison (Webinar) (25WX-0899)25WX-0899 | *Career choices*Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 5/29/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Ethics Based Leadership for Women (Webinar) (25WX-1203)25WX-1203 | *The state of women in leadership in the United States*Leadership defined*Virtue ethics*Internal and external challenges for women in leadership*Creating a culture of safety and caring | |
| 6/16/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Partnership Tax Updates (Webinar) (25WX-1418)25WX-1418 | *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 | |
| 6/28/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accountants and Malpractice: Can We Get Sued for This? (Webinar) (25WX-1022)25WX-1022 | *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 | |
| 6/5/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| ChatGPT and Advanced Financial Analysis for Accountants (Webinar) (25WX-0861)25WX-0861 | *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 | |
| 5/27/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Become a Data Analysis Expert (Webinar) (25WX-1375)25WX-1375 | *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 | |
| 6/26/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Bumper Sticker Ethics v. Professional Ethics (Webinar) (25WX-1409)25WX-1409 | *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 | |
| 6/27/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Comprehensive Accounting and Financial Reporting Update (Webinar) (25WX-0918)25WX-0918 | *CECL for nonfinancial institutions*Accounting for Paycheck Protection Program loans*Accounting for web-hosting services*Revenue recognition*Leases*FASB projects in progress | |
| 5/29/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Donating Cryptocurrency and Avoiding Traps for the Unwary (Webinar) (25WX-1277)25WX-1277 | *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 | |
| 6/20/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How to Start a CFO Service (Webinar) (25WX-0874)25WX-0874 | *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 | |
| 5/28/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Accounting and Disclosure Issues After a Natural Disaster (Webinar) (25WX-0901)25WX-0901 | *Current and noncurrent asset impairment*Insurance claims and related recoveries*Debt and liquidity issues*Government assistance and relief*Subsequent Events*Lease modifcations*Other matters | |
| 5/29/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accountants and Malpractice: Can We Get Sued for This? (Webinar) (25WX-1209)25WX-1209 | *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 | |
| 6/17/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Synchronize Your Files to the Cloud With SharePoint (Webinar) (25WX-1098)25WX-1098 | *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 | |
| 6/10/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Creating an Ethical Work Environment (Webinar) (25WX-1005)25WX-1005 | *Ethical values and principles*Human factors impacting ethical choices*Professional and organizational responsibilities in creating an ethical work environment*Tools for ethical decision making | |
| 6/4/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| The Ethical Management of Conflict (Webinar) (25WX-1164)25WX-1164 | *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 | |
| 6/13/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Selected Ethics Topics 2025 (Webinar) (25WX-1411)25WX-1411 | *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 | |
| 6/27/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Supervision/Management Competencies: An Ethical Approach (Webinar) (25WX-0938)25WX-0938 | *Overview of Virtue Ethics*Milgram and Zimbardo case studies*Navigating the transition from "Buddy to Boss"*Self-Awareness and Regard for Others*Setting Standards and Analyzing Performance*Unconscious Bias*Communication Skills | |
| 5/30/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Erase the Mark: Best Practices in Penalty Abatement (Webinar) (25WX-1141)25WX-1141 | *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 | |
| 6/12/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Complete Guide to Analyze Data with Excel PivotTables (Webinar) (25WX-0854)25WX-0854 | *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 | |
| 5/27/2025 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Erase the Mark: Best Practices in Penalty Abatement (Webinar) (25WX-1364)25WX-1364 | *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 | |
| 6/25/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Using ChatGPT with Excel (Webinar) (25WX-1160)25WX-1160 | *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 | |
| 6/13/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Beyond the Basics: Financial Ratios You Might Be Overlooking (Webinar) (25WX-1117)25WX-1117 | *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 | |
| 6/11/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Ethical Management of Conflict (Webinar) (25WX-1313)25WX-1313 | *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 | |
| 6/23/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Retaining Talent in a Competitive Marketplace (Webinar) (25WX-1063)25WX-1063 | *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 | |
| 6/6/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Google Gemini AI for Accountants (Webinar) (25WX-1383)25WX-1383 | *Google Gemini Quick Start*Gemini Standalone Chatbot*Mobile App*Gemini integration with: Workspace, Gmail,Docs, Sheets, Slides*User Tips | |
| 6/26/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Seeing Beyond the Numbers: Analysis for CFOs and Controllers (Webinar) (25WX-0886)25WX-0886 | *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 | |
| 5/28/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Microsoft 365 Application Lightning Round Review (Webinar) (25WX-0882)25WX-0882 | *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 | |
| 5/28/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New AI Revolution: The Big Picture for CPAs (Webinar) (25WX-0798)25WX-0798 | *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 | |
| 5/21/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New SEC Case Studies: Ethical Dilemmas in Finance and Accounting (Webinar) (25WX-1084)25WX-1084 | *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 | |
| 6/9/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Side-Hustle CFO (Webinar) (25WX-0949)25WX-0949 | *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 | |
| 6/2/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| How AI is Automating Internal Control (Webinar) (25WX-1155)25WX-1155 | *An explanation of Artificial Intelligence (AI)*Specific ways AI is replacing human cognition*What is on the internal control horizon related to AI and other technologies | |
| 6/13/2025 | 10:30 a.m. - 2:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| How Fraud Can Affect Smaller Organizations (Webinar) (25WX-1367)25WX-1367 | *The reasons for fraud*Fraudulent acts that are initiated against smaller organizations*Methods to stop fraud attempts against small businesses | |
| 6/25/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Fraud Busters: Controls to Prevent and Detect Fraud (Webinar) (25WX-1072)25WX-1072 | *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 | |
| 6/9/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Operations Level Internal Control (Webinar) (25WX-1275)25WX-1275 | *An overview of controls that drive procedures*Considerations for procedural control development*Understanding and controlling risk that arises when organizations change | |
| 6/19/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New The Ethics of Teamwork (Webinar) (25WX-1260)25WX-1260 | *Virtue ethics*Team dynamics*Characteristics of highly effective teams*Meeting management*Team communication*Decision making | |
| 6/19/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Technology Trends Update for CPAs With John Higgins (Webinar) (25WX-1285)25WX-1285 | *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 | |
| 6/20/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Technology Trends Update for CPAs With John Higgins (Webinar) (25WX-0942)25WX-0942 | *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 | |
| 5/30/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| ChatGPT Bootcamp for CPAs with John Higgins (Webinar) (25WX-0975)25WX-0975 | *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 | |
| 6/2/2025 | 9:30 a.m. - 1:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Mastering Microsoft 365 Copilot for CPAs (Webinar) (25WX-1408)25WX-1408 | *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 | |
| 6/27/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Money Laundering Awareness for Accountants (Webinar) (25WX-1392)25WX-1392 | *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 | |
| 6/26/2025 | 9 - 11 a.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-0989)25WX-0989 | *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 | |
| 6/3/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Al Capone to Cybercrime: The Journey of IRS Special Agents (Webinar) (25WX-0848)25WX-0848 | *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 | |
| 5/23/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Using AI to Instantly Transform Ideas into Revenue Streams (Webinar) (25WX-1053)25WX-1053 | *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) | |
| 6/6/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Comprehensive Accounting and Financial Reporting Update (Webinar) (25WX-1036)25WX-1036 | *CECL for nonfinancial institutions*Accounting for Paycheck Protection Program loans*Accounting for web-hosting services*Revenue recognition*Leases*FASB projects in progress | |
| 6/5/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| How to Double Your Firm's Revenue Through CFO and Advisory (Webinar) (25WX-0842)25WX-0842 | *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 | |
| 5/23/2025 | 12:30 - 1:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Navigating IRS Authorizations: Form 2848 and Form 8821 (Webinar) (25WX-1008)25WX-1008 | *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 | |
| 6/4/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Entertainment, Meals and Travel Expenses: Review and Update (Webinar) (25WX-0983)25WX-0983 | *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 | |
| 6/3/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Ethical Intelligence for Artificial Intelligence (Webinar) (25WX-1060)25WX-1060 | *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 | |
| 6/6/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Annual Update for Not-for-Profit Accountants and Auditors (Webinar) (25WX-0824)25WX-0824 | *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 | |
| 5/22/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| What You Can Learn From the Statement of Cash Flows (Webinar) (25WX-0873)25WX-0873 | *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 | |
| 5/28/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Behind the Curtain: Exploring IRS Audit Technique Guides (Webinar) (25WX-0819)25WX-0819 | *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 | |
| 5/22/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics Based Leadership for Women (Webinar) (25WX-1038)25WX-1038 | *The state of women in leadership in the United States*Leadership defined*Virtue ethics*Internal and external challenges for women in leadership*Creating a culture of safety and caring | |
| 6/5/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Partnership/LLC Taxation: Tax Basis Capital Accounts (Webinar) (25WX-0876)25WX-0876 | *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 | |
| 5/28/2025 | 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-1319)25WX-1319 | *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. | |
| 6/23/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| New Best Practices: Conducting Meaningful Walkthroughs (Webinar) (25WX-1173)25WX-1173 | *Review of audit procedures*Documentation requirements*Real world examples of red flags that may arise | |
| 6/13/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Ethics: How to Run Your Business Well (Webinar) (25WX-0806)25WX-0806 | *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" | |
| 5/22/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New How AI Fits into the Accounting World (Webinar) (25WX-0816)25WX-0816 | *An overview of AI constructs*How artificial intelligence is being used by accountants today*Accounting-centric AI developments on the horizon | |
| 5/22/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Not-for-Profit GAAP Update (Webinar) (25WX-1094)25WX-1094 | *Accounting Standard Updates issued by the FASB*Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on | |
| 6/10/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Exercise Your Ethics: Techniques to Improve Ethical Response (Webinar) (25WX-0948)25WX-0948 | *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 | |
| 6/2/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Guide Strategy, Attract Investments with Financial Forecasts (Webinar) (25WX-1171)25WX-1171 | *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 | |
| 6/13/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Professional Ethical Considerations for CPAs (Webinar) (25WX-1190)25WX-1190 | *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 | |
| 6/16/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Power BI: Bringing it All Together for Data Analysis (Webinar) (25WX-1002)25WX-1002 | *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 | |
| 6/4/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| ChatGPT Bootcamp for CPAs with John Higgins (Webinar) (25WX-0995)25WX-0995 | *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 | |
| 6/3/2025 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Forensic Accounting: Investigating Divorce Cases (Webinar) (25WX-1245)25WX-1245 | *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 | |
| 6/18/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Yellow Book Ethics (Webinar) (25WX-0829)25WX-0829 | *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 | |
| 5/23/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New A&A Update for Not-for-Profits and Single Audit (Webinar) (25WX-0855)25WX-0855 | *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 | |
| 5/27/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Monthly Federal Tax Updates: June 2025 (Webinar) (25WX-0947)25WX-0947 | *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 | |
| 6/2/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Noble Leadership: An Ethical Approach (Webinar) (25WX-1192)25WX-1192 | *Leadership Definition*Virtue Ethics*Relationship of Virtue Ethics to Leadership*Characteristics of the Noble Leader*Actions to create a culture of respect and dignity | |
| 6/16/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Invest in Your Mental Health and Avoid Burnout (Webinar) (25WX-0801)25WX-0801 | *How to recognize burnout and evaluate where you are on the burnout scale*How impostor syndrome drives coping reactions of overworking, over preparing and perfectionism*How mindfulness can reduce stress and save time*Silencing the critical inner voice*Tools to help you become more attuned to your needs and emotions*How attending to and regulating your nervous system impacts your mood and well-being | |
| 5/21/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Implementing an AI-Enabled Marketing Strategy for Your Firm (Webinar) (25WX-0913)25WX-0913 | *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 | |
| 5/29/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Criminal Tax: How CPAs Bring Value to Defense Attorneys (Webinar) (25WX-1128)25WX-1128 | *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 | |
| 6/11/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Basic Individual Taxation Course (Webinar) (25WX-1331)25WX-1331 | *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 | |
| 6/24/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Adobe Acrobat Tips for Working with PDF Files (Webinar) (25WX-0862)25WX-0862 | *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 | |
| 5/27/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Forensic Accounting: Crafting Expert Reports (Webinar) (25WX-0909)25WX-0909 | *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 | |
| 5/29/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| New Monthly Federal Tax Updates: June 2025 (Webinar) (25WX-1186)25WX-1186 | *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 | |
| 6/16/2025 | 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-1354)25WX-1354 | *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. | |
| 6/25/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Build a Data Model for Analysis in Power BI (Webinar) (25WX-0896)25WX-0896 | *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 | |
| 5/29/2025 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Leadershift Ethics: Things Must Change! (Webinar) (25WX-0990)25WX-0990 | *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 | |
| 6/3/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Complete Guide to Analyze Data with Excel PivotTables (Webinar) (25WX-1332)25WX-1332 | *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 | |
| 6/24/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Technology Trends Update for CPAs With John Higgins (Webinar) (25WX-1416)25WX-1416 | *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 | |
| 6/27/2025 | 9:30 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Fraud, Controls and Ethics: Best Practices and Case Studies (Webinar) (25WX-1349)25WX-1349 | *Examination of actual frauds*Discussion of internal controls that could have prevented frauds*Contemplation of epiphanies for your own professional scenarios*The AICPA Code of Professional Conduct*Other elements of professional conduct and compliance with professional standards | |
| 6/24/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
| Talk This Way: Communication Skills for the CPA (Webinar) (25WX-1069)25WX-1069 | *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 | |
| 6/9/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Ethics of Recruitment and Selection (Webinar) (25WX-1404)25WX-1404 | *Discussion of ethical and effective recruiting strategies*Selection processes that foster diversity and inclusion*How to increase talent pools to ensure hiring success | |
| 6/27/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| The Ethics of Care in the Workplace (Webinar) (25WX-1181)25WX-1181 | *Ethical values and principles*Compassion*Managing expectations*Respect and humility*Attribution Theory | |
| 6/14/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Keeping Up With the FASB (Webinar) (25WX-1210)25WX-1210 | *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 | |
| 6/17/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Ethics and Civility in the Workplace (Webinar) (25WX-0794)25WX-0794 | *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 | |
| 5/21/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New S Corporations: Comprehensive Walkthrough of Form 1120S (Webinar) (25WX-0838)25WX-0838 | *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 | |
| 5/23/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Tactics to Find Work-Life Balance in a Complex World (Webinar) (25WX-0992)25WX-0992 | *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 | |
| 6/3/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| How SAS Nos. 134-145 Improve Risk-Based Audits (Webinar) (25WX-0964)25WX-0964 | *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 | |
| 6/2/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New CPA to CFO (Webinar) (25WX-0852)25WX-0852 | *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 | |
| 5/27/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Leadershift: Drive Results Through Ethical Performance Management (Webinar) (25WX-1044)25WX-1044 | *How Inspirational leadership is the foundation that ethically drives results*Simplify the complex: Walk through the Results Model and discover practical how-to examples of execution*Hacks for getting great results with specific examples you can leverage in your business*The How: Empower your people to feel like an owner, managing difficult conversations well, leading with empathy and what that looks like, how it should feel, motivational coaching techniques to get your employee relationships back on track, and unleashing the power of appreciation and gratitude*The What: Powerful score-carding, transformational goal-setting conversations, and positive accountable follow-up | |
| 6/5/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| Advanced ChatGPT for Accountants (Webinar) (25WX-1360)25WX-1360 | *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 | |
| 6/25/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Analyzing Financial Statements (Webinar) (25WX-0902)25WX-0902 | *Balance sheet analysis*Income statement analysis*Cash flow statement analysis*Clues in the notes and MD&A*Industry nuances | |
| 5/29/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Forensic Accounting: Crafting Expert Reports (Webinar) (25WX-1065)25WX-1065 | *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 | |
| 6/6/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| New Mastering Partnership Basis: Inside and Outside Basis (Webinar) (25WX-1279)25WX-1279 | *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 | |
| 6/20/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Corporate Transparency Act Developments (Webinar) (25WX-1373)25WX-1373 | *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 | |
| 6/26/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Analyzing Financial Statements (Webinar) (25WX-1378)25WX-1378 | *Balance sheet analysis*Income statement analysis*Cash flow statement analysis*Clues in the notes and MD&A*Industry nuances | |
| 6/26/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Determining Reasonable Compensation for Owner Employees (Webinar) (25WX-1321)25WX-1321 | *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 | |
| 6/23/2025 | 1:30 - 3:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Microsoft 365 Application Lightning Round Review (Webinar) (25WX-1316)25WX-1316 | *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 | |
| 6/23/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Selected Ethics Topics 2025 (Webinar) (25WX-1142)25WX-1142 | *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 | |
| 6/12/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Ethics: Giving Thanks -- How to Master the Art of Gratitude (Webinar) (25WX-0915)25WX-0915 | *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 | |
| 5/29/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| ChatGPT: What Every CPA Should Know (Webinar) (25WX-1407)25WX-1407 | *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 | |
| 6/27/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New What's Changing in A&A for Governmental Entities (Webinar) (25WX-1109)25WX-1109 | *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 | |
| 6/10/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Shortcuts That Excel Users Love (Webinar) (25WX-0939)25WX-0939 | *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. | |
| 5/30/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Bumper Sticker Ethics v. Professional Ethics (Webinar) (25WX-0884)25WX-0884 | *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 | |
| 5/28/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Walter Haig's AICPA Auditing Standards Update (Webinar) (25WX-1442)25WX-1442 | *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) | |
| 6/30/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Risk Assessment Under SAS No. 145: The Key to Audit Quality? (Webinar) (25WX-1365)25WX-1365 | *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 | |
| 6/25/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New What's Behind the Data? (Webinar) (25WX-1430)25WX-1430 | *Ways in which data and information can be misleading*Common pitfalls when encountering data*How to re-evaluate the data to avoid those pitfalls | |
| 6/30/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ChatGPT for Accountants: 50+ Use Cases (Webinar) (25WX-1294)25WX-1294 | *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 | |
| 6/20/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Becoming Conflict Competent (Webinar) (25WX-0943)25WX-0943 | *Levels of conflict*Strategies to de-escalate conflict*Distinction between miscommunication and conflict*Responses to conflict*Tactics to address, rather than avoid, conflict | |
| 6/2/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 1040 Tax Prep Automation with AI Tools (Webinar) (25WX-0988)25WX-0988 | *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 | |
| 6/3/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Partnership/LLC Taxation: Tax Basis Capital Accounts (Webinar) (25WX-1379)25WX-1379 | *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 | |
| 6/26/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Noble Leadership: An Ethical Approach (Webinar) (25WX-1032)25WX-1032 | *Leadership Definition*Virtue Ethics*Relationship of Virtue Ethics to Leadership*Characteristics of the Noble Leader*Actions to create a culture of respect and dignity | |
| 6/5/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Forensic Accounting: When The Office is a Crime Scene (Webinar) (25WX-1100)25WX-1100 | *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 | |
| 6/10/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| A Culture of Regulatory Ethics: A Competitive Advantage (Webinar) (25WX-0815)25WX-0815 | *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 | |
| 5/22/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| New Exercise Your Ethics: Techniques to Improve Ethical Response (Webinar) (25WX-1281)25WX-1281 | *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 | |
| 6/20/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Fraud Busters: Controls to Prevent and Detect Fraud (Webinar) (25WX-1335)25WX-1335 | *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 | |
| 6/24/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Unlocking Deep Secrets: Case Studies in Financial Analysis (Webinar) (25WX-1248)25WX-1248 | *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 | |
| 6/18/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| About the TIGTA: Who Watches the IRS? (Webinar) (25WX-0928)25WX-0928 | *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 | |
| 5/30/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Build a Data Model for Analysis in Power BI (Webinar) (25WX-1208)25WX-1208 | *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 | |
| 6/17/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New SECURE Act 2.0 and Updates (Webinar) (25WX-1396)25WX-1396 | *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 | |
| 6/27/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Individual Tax Update: Recent Developments (Webinar) (25WX-1241)25WX-1241 | *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 | |
| 6/18/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Donating Cryptocurrency and Avoiding Traps for the Unwary (Webinar) (25WX-0979)25WX-0979 | *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 | |
| 6/3/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Walter Haig's Business Financial Health Checkup (Webinar) (25WX-0937)25WX-0937 | *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 | |
| 5/30/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Walter Haig's Personal Financial Health Checkup (Webinar) (25WX-1205)25WX-1205 | *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 | |
| 6/16/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Ethical Performance Management (Webinar) (25WX-1283)25WX-1283 | *Definition and benefits of ethical performance management*Setting standards/Goal setting*Preparing and conducting the appraisal interview*Legal considerations in performance management*Avoiding rater bias*Feedback and coaching | |
| 6/20/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Yellow Book Independence and Single Audit Fundamentals (Webinar) (25WX-0998)25WX-0998 | *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 | |
| 6/3/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethics: How to Give and Receive Criticism the Right Way (Webinar) (25WX-1355)25WX-1355 | *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 | |
| 6/25/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Mastering the Excel Lookup Functions (Webinar) (25WX-0821)25WX-0821 | *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 | |
| 5/22/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Annual Update for Governmental Accountants and Auditors (Webinar) (25WX-1215)25WX-1215 | *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 | |
| 6/17/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New CPAxPACK Bundle: The Ultimate IRS Guide -- Forms and Collections (Webinar) (25WX-0957)25WX-0957 | *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. | |
| 6/2/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| How to Start a CFO Service (Webinar) (25WX-1420)25WX-1420 | *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 | |
| 6/28/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Ethics: How to Give and Receive Criticism the Right Way (Webinar) (25WX-1116)25WX-1116 | *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 | |
| 6/11/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| An Ethical Approach to Mental Health Issues at Work (Webinar) (25WX-0878)25WX-0878 | *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 | |
| 5/28/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Beyond the Numbers: Success Strategies for Female CPAs (Webinar) (25WX-0818)25WX-0818 | *How to increase your visibility instead of flying under the radar*Critical time management techniques that allow you to focus and prioritize the right strategic initiatives*How your inner critic operates and how to silence it*How to build a network of community support and mentoring*What impostor syndrome is and how it may be holding you back | |
| 5/22/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Forensic Accounting: Finding Hidden Treasure in Tax Returns (Webinar) (25WX-1347)25WX-1347 | *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 | |
| 6/24/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| An Ethical Approach to Mental Health Issues at Work (Webinar) (25WX-1337)25WX-1337 | *Virtue ethics and mental health*Definition, myths and bias of mental health*Suicide: Facts and resources*Recognizing signs of potential mental health challenges*Empathy and listening*Mental health and generational expectations*Becoming a mental health ally | |
| 6/24/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New A Working Parent's Guide to Prioritizing Mental Wellness (Webinar) (25WX-1187)25WX-1187 | *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 | |
| 6/16/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New What's Behind the Data? (Webinar) (25WX-1161)25WX-1161 | *Ways in which data and information can be misleading*Common pitfalls when encountering data*How to re-evaluate the data to avoid those pitfalls | |
| 6/13/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Taking Advantage of Array Formulas in Excel (Webinar) (25WX-0963)25WX-0963 | *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 | |
| 6/2/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Love it or Leave it: Engagement and Retention at Work (Webinar) (25WX-0961)25WX-0961 | *Ethical values and engagement and retention*Enhancing employee engagement*Strategic/intentional actions to enhance retention*Generation X | |
| 6/2/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 1 Ethics |
| Tactics to Find Work-Life Balance in a Complex World (Webinar) (25WX-0841)25WX-0841 | *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 | |
| 5/23/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Unlock the Power of AI with Copilot in Excel (Webinar) (25WX-1070)25WX-1070 | *Introduction to Copilot in Excel*Automating Tasks and Enhancing Productivity*Advanced Data Insights with Copilot | |
| 6/9/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Navigating IRS Collections: The Collection Process (Webinar) (25WX-1099)25WX-1099 | *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 | |
| 6/10/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Mastering Microsoft 365 Copilot for CPAs (Webinar) (25WX-0810)25WX-0810 | *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 | |
| 5/22/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New AI FAQs for Accountants (Webinar) (25WX-1434)25WX-1434 | *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 | |
| 6/30/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Financial Decisions that Led Two Businessmen to Prison (Webinar) (25WX-0962)25WX-0962 | *Career choices*Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 6/2/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Yellow Book Independence and Single Audit Fundamentals (Webinar) (25WX-1318)25WX-1318 | *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 | |
| 6/23/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Get started with Power BI (Webinar) (25WX-1292)25WX-1292 | *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 | |
| 6/20/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New AICPA Regulatory Ethics Update (Webinar) (25WX-0951)25WX-0951 | *The Professional Ethics Executive Committee's updated ethics rules*An overview of recently issued ethics rules that CPAs need to know to be compliant | |
| 6/2/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| The Ethics of Self-Esteem For Women (Webinar) (25WX-1058)25WX-1058 | *Self-Esteem: What is it?*Belief systems*Benefits of high delf rsteem*Minimizing traps of low self esteem*Components of high self esteem | |
| 6/6/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Implementing an AI-Enabled Marketing Strategy for Your Firm (Webinar) (25WX-1146)25WX-1146 | *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 | |
| 6/12/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Written Information Security Plans (Webinar) (25WX-0954)25WX-0954 | *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 | |
| 6/2/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New How AI Fits into the Accounting World (Webinar) (25WX-1144)25WX-1144 | *An overview of AI constructs*How artificial intelligence is being used by accountants today*Accounting-centric AI developments on the horizon | |
| 6/12/2025 | 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-1249)25WX-1249 | *Ethical values and engagement and retention*Enhancing employee engagement*Strategic/intentional actions to enhance retention*Generation X | |
| 6/18/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 1 Ethics |
| New Google Gemini AI for Accountants (Webinar) (25WX-0930)25WX-0930 | *Google Gemini Quick Start*Gemini Standalone Chatbot*Mobile App*Gemini integration with: Workspace, Gmail,Docs, Sheets, Slides*User Tips | |
| 5/30/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How Fraud Can Affect Smaller Organizations (Webinar) (25WX-0935)25WX-0935 | *The reasons for fraud*Fraudulent acts that are initiated against smaller organizations*Methods to stop fraud attempts against small businesses | |
| 5/30/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Written Information Security Plans (Webinar) (25WX-1300)25WX-1300 | *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 | |
| 6/21/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New CPA to CFO (Webinar) (25WX-1178)25WX-1178 | *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 | |
| 6/14/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Financial Decisions that Led Two Businessmen to Prison (Webinar) (25WX-1224)25WX-1224 | *Career choices*Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 6/17/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Exploring Internal Controls That Could Have Prevented Frauds (Webinar) (25WX-1297)25WX-1297 | *Examination of actual frauds*Discussion of internal controls that could have prevented the frauds*Contemplation of epiphanies for your own professional scenarios | |
| 6/21/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Mastering the Art of Conflict: CPA Transformative Strategies (Webinar) (25WX-1329)25WX-1329 | *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 | |
| 6/23/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| New Yellow Book Ethics (Webinar) (25WX-1352)25WX-1352 | *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 | |
| 6/25/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Single Audit Update (Webinar) (25WX-1050)25WX-1050 | *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 | |
| 6/6/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| PCAOB and SEC Update (Webinar) (25WX-0891)25WX-0891 | *Developments at the PCAOB*Recent trends in SEC comment letters*Enforcement actions and administrative proceedings*Conclusions and predictions for the future | |
| 5/28/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Take Command of Your Time (Webinar) (25WX-1317)25WX-1317 | *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) | |
| 6/23/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Income Tax Analysis: Exploring In-Depth Concepts (Webinar) (25WX-1270)25WX-1270 | *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 | |
| 6/19/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Corporate Transparency Act Developments (Webinar) (25WX-0898)25WX-0898 | *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 | |
| 5/29/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Improve Spreadsheets by Building Controls in Excel (Webinar) (25WX-1027)25WX-1027 | *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 | |
| 6/5/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Best Non-Google Search Tools for Accountants (Webinar) (25WX-0985)25WX-0985 | *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 | |
| 6/3/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Yellow Book Ethics (Webinar) (25WX-1311)25WX-1311 | *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 | |
| 6/23/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Risk Assessment Under SAS No. 145: The Key to Audit Quality? (Webinar) (25WX-1102)25WX-1102 | *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 | |
| 6/10/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| You Don't Know What You Don't Know About Microsoft Excel (Webinar) (25WX-0888)25WX-0888 | *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. | |
| 5/28/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Cultural Transformation (Webinar) (25WX-0934)25WX-0934 | *What is culture*Why culture matters*A process to change your organization's culture | |
| 5/30/2025 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Compilation, Preparation and Review Basics and Peer Reviews (Webinar) (25WX-1387)25WX-1387 | *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 | |
| 6/26/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics of AI: A CPA's Guide (Webinar) (25WX-1250)25WX-1250 | *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 | |
| 6/18/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Money Laundering Awareness for Accountants (Webinar) (25WX-1174)25WX-1174 | *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 | |
| 6/13/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Partnership Tax Updates (Webinar) (25WX-1157)25WX-1157 | *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 | |
| 6/13/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| What if Your Client Didn't Take Reasonable Compensation (Webinar) (25WX-1170)25WX-1170 | *Review best practices to help your client evaluate if an S election is an appropriate choice*How to be proactive and head off common reasonable compensation issues before they happen*Explore strategies for cash management if cash isn't available at year end*Explore what's at stake when reasonable compensation isn't paid timely | |
| 6/13/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Walter Haig's SSARS Prep, Comp and Review Update (Webinar) (25WX-1133)25WX-1133 | *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 | |
| 6/12/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Todd and Julie Chrisley Go to Prison (Webinar) (25WX-1001)25WX-1001 | *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 | |
| 6/4/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Forensic Accounting: Court Approved Methods of Proof (Webinar) (25WX-1168)25WX-1168 | *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 | |
| 6/13/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| ChatGPT and Advanced Financial Analysis for Accountants (Webinar) (25WX-1315)25WX-1315 | *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 | |
| 6/23/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Annual Update for Accountants and Auditors (Webinar) (25WX-1003)25WX-1003 | *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 | |
| 6/4/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Criminal Tax: How CPAs Bring Value to Defense Attorneys (Webinar) (25WX-0940)25WX-0940 | *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 | |
| 5/30/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 1040 Tax Prep Automation with AI Tools (Webinar) (25WX-1284)25WX-1284 | *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 | |
| 6/20/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Taxation of the Cannabis Industry (Webinar) (25WX-0883)25WX-0883 | *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 | |
| 5/28/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Business Tax Update: Recent Developments (Webinar) (25WX-1401)25WX-1401 | *2024/25 legislation impacting business taxpayers*Extenders legislation update*Meals and entertainment expense reporting*Partnership and S corporation updateIncome and deductions | |
| 6/27/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The 10 Must Know Excel Features (Webinar) (25WX-0892)25WX-0892 | *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 | |
| 5/28/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Synchronize Your Files to the Cloud With SharePoint (Webinar) (25WX-1385)25WX-1385 | *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 | |
| 6/26/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Walter Haig's Business Financial Health Checkup (Webinar) (25WX-1391)25WX-1391 | *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 | |
| 6/26/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| How AI is Automating Internal Control (Webinar) (25WX-0782)25WX-0782 | *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 | |
| 5/21/2025 | 10:30 a.m. - 2:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Forensic Accounting: When The Office is a Crime Scene (Webinar) (25WX-1393)25WX-1393 | *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 | |
| 6/26/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New How Recent Auditing Standards Improve Risk-Based Audits (Webinar) (25WX-0996)25WX-0996 | *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 | |
| 6/3/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Revision to Government Auditing Standards Impact (Webinar) (25WX-1087)25WX-1087 | *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 | |
| 6/9/2025 | 9:30 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Individual Tax Update: Recent Developments (Webinar) (25WX-1004)25WX-1004 | *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 | |
| 6/4/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethics of Care in the Workplace (Webinar) (25WX-1382)25WX-1382 | *Ethical values and principles*Compassion*Managing expectations*Respect and humility*Attribution Theory | |
| 6/26/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Integrate ChatGPT into Your Client Advisory Services (Webinar) (25WX-1225)25WX-1225 | *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 | |
| 6/17/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New LLCs and S Corporations: A Comparative Analysis (Webinar) (25WX-1197)25WX-1197 | *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 | |
| 6/16/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Ethical Performance Management (Webinar) (25WX-1433)25WX-1433 | *Definition and benefits of ethical performance management*Setting standards/Goal setting*Preparing and conducting the appraisal interview*Legal considerations in performance management*Avoiding rater bias*Feedback and coaching | |
| 6/30/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Hot Topics Accounting Update (Webinar) (25WX-0787)25WX-0787 | *New accounting standards*The impact on Financial Reporting*Hot topics in financial reporting*Current and emerging US GAAP requirements | |
| 5/21/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New What's Going on at the FASB (Webinar) (25WX-1312)25WX-1312 | *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 | |
| 6/23/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Best Non-Google Search Tools for Accountants (Webinar) (25WX-0834)25WX-0834 | *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 | |
| 5/23/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Basic Individual Taxation Course (Webinar) (25WX-1112)25WX-1112 | *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 | |
| 6/11/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Accounting and Disclosure Issues After a Natural Disaster (Webinar) (25WX-1334)25WX-1334 | *Current and noncurrent asset impairment*Insurance claims and related recoveries*Debt and liquidity issues*Government assistance and relief*Subsequent Events*Lease modifcations*Other matters | |
| 6/24/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Integrate ChatGPT into Your Client Advisory Services (Webinar) (25WX-0823)25WX-0823 | *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 | |
| 5/22/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AI Revolution: The Big Picture for CPAs (Webinar) (25WX-1033)25WX-1033 | *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 | |
| 6/5/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Forgotten Managerial Accounting Tools for CPAs (Webinar) (25WX-1351)25WX-1351 | *Target profit analysis*Break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis | |
| 6/25/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Accounting and Disclosure Issues After a Natural Disaster (Webinar) (25WX-1213)25WX-1213 | *Current and noncurrent asset impairment*Insurance claims and related recoveries*Debt and liquidity issues*Government assistance and relief*Subsequent Events*Lease modifcations*Other matters | |
| 6/17/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| An Exhaustive Look At Fraud and Ways To Control It (Webinar) (25WX-1037)25WX-1037 | *Fraudulent acts initiated from outside organizations*Why internal fraud occurs*The importance of fighting cyber-fraud*Steps that verify anti-fraud activities are working | |
| 6/5/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Leadership Skills of Tomorrow: Delegate and Listen (Webinar) (25WX-1339)25WX-1339 | *Three levels of listening*Strategies to remain focused*Building trust through listening*Tactics to practice the Titanium Rule*Delegating with confidence*Establishing an accountability system | |
| 6/24/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Common Financial Statement Disclosures (Webinar) (25WX-0981)25WX-0981 | *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 | |
| 6/3/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AI Lessons Learned for Accountants (Webinar) (25WX-1182)25WX-1182 | *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 | |
| 6/14/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Entertainment, Meals and Travel Expenses: Review and Update (Webinar) (25WX-1214)25WX-1214 | *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 | |
| 6/17/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Leadershift Ethics: Things Must Change! (Webinar) (25WX-0840)25WX-0840 | *The litmus test for all of your decisions and actions*Ethical principles when managing through change*Pressures that threaten ethical change management*Case studies of what can go sideways when ethics are not part of every stage of change*Winning strategies for ethical self-regulation | |
| 5/23/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Improve Spreadsheets by Building Controls in Excel (Webinar) (25WX-1298)25WX-1298 | *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 | |
| 6/21/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New How to Audit Cash (Webinar) (25WX-1381)25WX-1381 | *Auditing cash*Audit assertions, risks, and threats to the cash balance*Auditing procedures to perform | |
| 6/26/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AI for CPAs: How it Works and How to Apply it (Webinar) (25WX-1019)25WX-1019 | *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 | |
| 6/4/2025 | 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-1048)25WX-1048 | *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 | |
| 6/6/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New A&A Update With Technology Implementation (Webinar) (25WX-1129)25WX-1129 | *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) | |
| 6/11/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New AI Lessons Learned for Accountants (Webinar) (25WX-1405)25WX-1405 | *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 | |
| 6/27/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Lessons on Fraud Prevention from Sam Bankman-Fried's Crypto (Webinar) (25WX-1330)25WX-1330 | *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? | |
| 6/24/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Comprehensive Audit and SSARS Update (Webinar) (25WX-1295)25WX-1295 | *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 | |
| 6/20/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Understanding Internal Control Constructs (Webinar) (25WX-1088)25WX-1088 | *Underlying concepts of internal control*The importance of control measure interdependency | |
| 6/9/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Recruit. Retain. Engage. Mastering LinkedIn for HR Success (Webinar) (25WX-1103)25WX-1103 | *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 | |
| 6/10/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Implementing an AI-Enabled Marketing Strategy for Your Firm (Webinar) (25WX-1443)25WX-1443 | *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 | |
| 6/30/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Supporting Mental Wellness to Thrive in Work and Life (Webinar) (25WX-1159)25WX-1159 | *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 | |
| 6/13/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Tax Implications of Retirement Plan Distributions (Webinar) (25WX-0792)25WX-0792 | *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 | |
| 5/21/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Self-Rental Real Estate: Passive Activity and Section 199A (Webinar) (25WX-1148)25WX-1148 | *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 | |
| 6/12/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Synchronize Your Files to the Cloud With SharePoint (Webinar) (25WX-0932)25WX-0932 | *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 | |
| 5/30/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| ChatGPT: What Every CPA Should Know (Webinar) (25WX-1137)25WX-1137 | *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 | |
| 6/12/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethics: Giving Thanks -- How to Master the Art of Gratitude (Webinar) (25WX-1083)25WX-1083 | *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 | |
| 6/9/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Take Command of Your Time (Webinar) (25WX-1125)25WX-1125 | *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) | |
| 6/11/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New ChatGPT Vision for Financial Analysis (Webinar) (25WX-0946)25WX-0946 | *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 | |
| 6/2/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New The Ethics of Teamwork (Webinar) (25WX-0795)25WX-0795 | *Virtue ethics*Team dynamics*Characteristics of highly effective teams*Meeting management*Team communication*Decision making | |
| 5/21/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New CPAxPACK Bundle: AI-Powered Accounting (Webinar) (25WX-0968)25WX-0968 | *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. | |
| 6/2/2025 | 8 a.m. - 4 p.m. | Online | 12 CPE (10 tech, 2 non-tech) | |
| New How to Build a Custom AI Chatbot and GPT in Plain English (Webinar) (25WX-1150)25WX-1150 | *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 | |
| 6/12/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Securing Your Data with a Password Management App (Webinar) (25WX-1299)25WX-1299 | *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 | |
| 6/21/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Defining Where and Why Internal Controls are Needed (Webinar) (25WX-1151)25WX-1151 | *Control design basics*Areas or segments of an enterprise to control*Controls to reduce risk*Controls to drive operations | |
| 6/12/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 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 Ethics of Self-Esteem For Women (Webinar) (25WX-1570)25WX-1570 | *Self-Esteem: What is it?*Belief systems*Benefits of high delf rsteem*Minimizing traps of low self esteem*Components of high self esteem | |
| 7/9/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 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 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) | |
| Get started with Power BI (Webinar) (25WX-1591)25WX-1591 | *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 | |
| 7/10/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New AI for CPAs: How it Works and How to Apply it (Webinar) (25WX-1638)25WX-1638 | *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 | |
| 7/14/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 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 |
| 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 |
| Walter Haig's SSARS Prep, Comp and Review Update (Webinar) (25WX-1640)25WX-1640 | *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 | |
| 7/15/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 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) | |
| 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 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) | |
| 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) | |
| 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) | |
| 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 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) | |
| 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) | |
| New CPAxPACK Bundle: Unlock Power BI with Comprehensive Data Analysis (Webinar) (25WX-1477)25WX-1477 | *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. | |
| 7/1/2025 | 8 a.m. - 4 p.m. | Online | 10 CPE (0 tech, 10 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 SECURE Act 2.0 and Updates (Webinar) (25WX-1501)25WX-1501 | *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 | |
| 7/3/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 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) | |
| Walter Haig's Personal Financial Health Checkup (Webinar) (25WX-1471)25WX-1471 | *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 | |
| 7/1/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 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) | |
| Revision to Government Auditing Standards Impact (Webinar) (25WX-1498)25WX-1498 | *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 | |
| 7/2/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 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) | |
| Talk This Way: Communication Skills for the CPA (Webinar) (25WX-1682)25WX-1682 | *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 | |
| 7/17/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 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) | |
| Create Paginated Reports with Power BI Report Builder (Webinar) (25WX-1512)25WX-1512 | *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 | |
| 7/7/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Create Measures in Power BI That Define Your Metrics (Webinar) (25WX-1663)25WX-1663 | *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 | |
| 7/16/2025 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 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) | |
| Improve Spreadsheets by Building Controls in Excel (Webinar) (25WX-1536)25WX-1536 | *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 | |
| 7/8/2025 | 3 - 5 p.m. | Online | 2 CPE (2 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 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 |
| New What's Behind the Data? (Webinar) (25WX-1643)25WX-1643 | *Ways in which data and information can be misleading*Common pitfalls when encountering data*How to re-evaluate the data to avoid those pitfalls | |
| 7/15/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Erase the Mark: Best Practices in Penalty Abatement (Webinar) (25WX-1695)25WX-1695 | *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 | |
| 7/17/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 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) | |
| 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) | |
| 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) | |
| How to Double Your Firm's Revenue Through CFO and Advisory (Webinar) (25WX-1569)25WX-1569 | *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 | |
| 7/9/2025 | 4 - 5 p.m. | Online | 1 CPE (1 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 |
| Compilation, Preparation and Review Basics and Peer Reviews (Webinar) (25WX-1633)25WX-1633 | *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 | |
| 7/14/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 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) | |
| 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 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) | |
| Leadershift Ethics: Things Must Change! (Webinar) (25WX-1672)25WX-1672 | *The litmus test for all of your decisions and actions*Ethical principles when managing through change*Pressures that threaten ethical change management*Case studies of what can go sideways when ethics are not part of every stage of change*Winning strategies for ethical self-regulation | |
| 7/16/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 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 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) | |
| ChatGPT and IRS Taxation Law Research (Webinar) (25WX-1564)25WX-1564 | *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 | |
| 7/9/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 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) | |
| About the TIGTA: Who Watches the IRS? (Webinar) (25WX-1648)25WX-1648 | *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 | |
| 7/15/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 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) | |
| Leveraging ChatGPT for Innovative Business Advisory Services (Webinar) (25WX-1604)25WX-1604 | *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 | |
| 7/11/2025 | 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-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) | |
| Long-Term Care Insurance: Make the Switch (Webinar) (25WX-1545)25WX-1545 | *The need to fund for long-term care in America*Client's attitudes and misconceptions*Innovative long-term care solutions and funding | |
| 7/8/2025 | 3:30 - 4:30 p.m. | Online | 1 CPE (1 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 |
| The Art of Engaging in Difficult Conversations (Webinar) (25WX-1492)25WX-1492 | *Awareness of your mindset entering the conversation*Tactics to build a pool of meaning*Clarity around story telling*Biggest mistakes to avoid | |
| 7/2/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 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) | |
| 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) | |
| 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 |
| 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) | |
| Financial and Tax Accounting for S Corporations and Partnerships (Webinar) (25WX-1485)25WX-1485 | *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 | |
| 7/2/2025 | 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-1548)25WX-1548 | *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 | |
| 7/8/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 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) | |
| 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) | |
| 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) | |
| ChatGPT and Complex Financial and HR Conversations (Webinar) (25WX-1515)25WX-1515 | *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 | |
| 7/7/2025 | 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 LLCs and S Corporations: A Comparative Analysis (Webinar) (25WX-1517)25WX-1517 | *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 | |
| 7/7/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The CFO Who Went to Prison (Webinar) (25WX-1621)25WX-1621 | *The importance of valuesIdentifying success*Ethical dilemmas*Mitigation strategies*Creating tools to help make better decisions*Personal accountability strategies | |
| 7/14/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 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 Ethical Intelligence for Artificial Intelligence (Webinar) (25WX-1658)25WX-1658 | *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 | |
| 7/15/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Monthly Federal Tax Updates: July 2025 (Webinar) (25WX-1619)25WX-1619 | *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 | |
| 7/14/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New How AI Fits into the Accounting World (Webinar) (25WX-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) | |
| Leveraging Marketing Automation for Accounting Firm Growth (Webinar) (25WX-1481)25WX-1481 | *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 | |
| 7/2/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (0 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) | |
| Fraud, Controls and Ethics: Best Practices and Case Studies (Webinar) (25WX-1450)25WX-1450 | *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 | |
| 7/1/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
| 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) | |
| 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) | |
| Grading Your Auditors: Are You Getting the Most Value? (Webinar) (25WX-1677)25WX-1677 | *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 | |
| 7/16/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 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) | |
| Money Laundering 101 for CPAs (Webinar) (25WX-1493)25WX-1493 | *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 | |
| 7/2/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New ChatGPT Vision for Financial Analysis (Webinar) (25WX-1533)25WX-1533 | *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 | |
| 7/8/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Microsoft 365 Application Lightning Round Review (Webinar) (25WX-1668)25WX-1668 | *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 | |
| 7/16/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (0 tech, 1 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) | |
| 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 Ethics and Civility in the Workplace (Webinar) (25WX-1514)25WX-1514 | *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 | |
| 7/7/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 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) | |
| Enterprise-Wide Risk Management in Accounting and Finance (Webinar) (25WX-1447)25WX-1447 | *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 | |
| 6/30/2025 | 10 a.m. - 2 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 |
| Forensic Accounting: Court Approved Methods of Proof (Webinar) (25WX-1639)25WX-1639 | *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 | |
| 7/14/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 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) | |
| Leveraging Marketing Automation for Accounting Firm Growth (Webinar) (25WX-1578)25WX-1578 | *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 | |
| 7/10/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 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) | |
| 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) | |
| Fraud Busters: Controls to Prevent and Detect Fraud (Webinar) (25WX-1685)25WX-1685 | *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 | |
| 7/17/2025 | 12 - 2 p.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) | |
| 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 |
| How Much Are Your Ethics Worth? (Webinar) (25WX-1560)25WX-1560 | *Understanding ethics*Available tools to aid in ethical decision making*The role of bias in making ethical decisions*Application through case studies | |
| 7/9/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 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) | |
| 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) | |
| New Advanced Excel for Staff: Build Reports and Analyze Data (Webinar) (25WX-1535)25WX-1535 | *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 | |
| 7/8/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethics: IRS Behavioral Insights for Accountants (Webinar) (25WX-1647)25WX-1647 | *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 | |
| 7/15/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 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) | |
| Adobe Acrobat Tips for Working with PDF Files (Webinar) (25WX-1630)25WX-1630 | *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 | |
| 7/14/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Everyday Ethics at Work: Don't be the Next News Story! (Webinar) (25WX-1456)25WX-1456 | *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 | |
| 7/1/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 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) | |
| New Ethics: How to Run Your Business Well (Webinar) (25WX-1581)25WX-1581 | *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" | |
| 7/10/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Integrate ChatGPT into Your Client Advisory Services (Webinar) (25WX-1469)25WX-1469 | *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 | |
| 7/1/2025 | 9 - 11 a.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) | |
| 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) | |
| 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 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) | |
| Using e-Signature Software to Process Agreements (Webinar) (25WX-1590)25WX-1590 | *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 | |
| 7/10/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 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) | |
| 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) | |
| Reasonable Compensation for S Corps (Webinar) (25WX-1494)25WX-1494 | *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 | |
| 7/2/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 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) | |
| Mastering the Excel Lookup Functions (Webinar) (25WX-1465)25WX-1465 | *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 | |
| 7/1/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 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) | |
| 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) | |
| 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) | |
| Servant Leadership 101 (Webinar) (25WX-1505)25WX-1505 | *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 | |
| 7/3/2025 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Lessons on Fraud Prevention from Sam Bankman-Fried's Crypto (Webinar) (25WX-1662)25WX-1662 | *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? | |
| 7/16/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 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) | |
| New The Ethics of Teamwork (Webinar) (25WX-1454)25WX-1454 | *Virtue ethics*Team dynamics*Characteristics of highly effective teams*Meeting management*Team communication*Decision making | |
| 7/1/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 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 |
| 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 |
| New What's Behind the Data? (Webinar) (25WX-1622)25WX-1622 | *Ways in which data and information can be misleading*Common pitfalls when encountering data*How to re-evaluate the data to avoid those pitfalls | |
| 7/14/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Microsoft Teams: Everything You Need to Know From A to Z (Webinar) (25WX-1616)25WX-1616 | *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 | |
| 7/11/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 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 |
| Building Security and Efficiency With Internal Control (Webinar) (25WX-1546)25WX-1546 | *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 | |
| 7/8/2025 | 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-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) | |
| 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) | |
| 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) | |
| Ethical Considerations in Working with Cannabis (Webinar) (25WX-1511)25WX-1511 | *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 | |
| 7/7/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Best Non-Google Search Tools for Accountants (Webinar) (25WX-1540)25WX-1540 | *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 | |
| 7/8/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CFO and Controller Critical Skills: Budgeting and Forecasting (Webinar) (25WX-1654)25WX-1654 | *Overview of budgeting tools*Overview of difference between budgeting and forecasting*Examples of various budgeting and forecasting techniques | |
| 7/15/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 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) | |
| 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 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) | |
| 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) | |
| 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) | |
| 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) | |
| New CPAxPACK Bundle: Tax Pro's Guide -- Essential Courses for Tax Mastery (Webinar) (25WX-1474)25WX-1474 | *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. | |
| 7/1/2025 | 8 a.m. - 4 p.m. | Online | 12 CPE (12 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 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) | |
| 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) | |
| 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) | |
| Creating an Ethical Work Environment (Webinar) (25WX-1539)25WX-1539 | *Ethical values and principles*Human factors impacting ethical choices*Professional and organizational responsibilities in creating an ethical work environment*Tools for ethical decision making | |
| 7/8/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 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 |
| Invest in Your Mental Health and Avoid Burnout (Webinar) (25WX-1696)25WX-1696 | *How to recognize burnout and evaluate where you are on the burnout scale*How impostor syndrome drives coping reactions of overworking, over preparing and perfectionism*How mindfulness can reduce stress and save time*Silencing the critical inner voice*Tools to help you become more attuned to your needs and emotions*How attending to and regulating your nervous system impacts your mood and well-being | |
| 7/17/2025 | 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-1551)25WX-1551 | *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 | |
| 7/8/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 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) | |
| Beyond the Numbers: Success Strategies for Female CPAs (Webinar) (25WX-1521)25WX-1521 | *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 | |
| 7/7/2025 | 10:30 a.m. - 12:30 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) | |
| Self-Rental Real Estate: Passive Activity and Section 199A (Webinar) (25WX-1676)25WX-1676 | *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 | |
| 7/16/2025 | 3 - 5 p.m. | Online | 2 CPE (2 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) | |
| S Corporations: Calculating Shareholder Basis (Webinar) (25WX-1678)25WX-1678 | *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 | |
| 7/16/2025 | 9 - 11 a.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) | |
| 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 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 |
| 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) | |
| New AI for CPAs: How it Works and How to Apply it (Webinar) (25WX-1528)25WX-1528 | *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 | |
| 7/7/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 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) | |
| 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 |
| 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) | |
| New How to Audit Inventory (Webinar) (25WX-1487)25WX-1487 | *Auditing Inventory*Related audit assertions, risks, and threats to inventory*Substantive auditing procedures that staff should perform | |
| 7/2/2025 | 12:30 - 2:30 p.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 |
| What if Your Client Didn't Take Reasonable Compensation (Webinar) (25WX-1520)25WX-1520 | *Review best practices to help your client evaluate if an S election is an appropriate choice*How to be proactive and head off common reasonable compensation issues before they happen*Explore strategies for cash management if cash isn't available at year end*Explore what's at stake when reasonable compensation isn't paid timely | |
| 7/7/2025 | 12:30 - 1:30 p.m. | Online | 1 CPE (1 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 |
| New Navigating IRS Collections: The Collection Process (Webinar) (25WX-1669)25WX-1669 | *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 | |
| 7/16/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 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) | |
| 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) | |
| New CPAxPACK Bundle: The Ultimate IRS Guide -- Forms and Collections (Webinar) (25WX-1460)25WX-1460 | *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. | |
| 7/1/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Individual Tax Update: Recent Developments (Webinar) (25WX-1537)25WX-1537 | *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 | |
| 7/8/2025 | 2 - 4 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) | |
| Ethics Case Studies: Remaining Ethical in the Age of Oversharing (Webinar) (25WX-1650)25WX-1650 | *Risks associated with social media*Sections of the AICPA Code of Professional Conduct that might be violated using social media*Case study discussions | |
| 7/15/2025 | 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-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 |
| 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 Unlock the Power of AI with Copilot in Excel (Webinar) (25WX-1683)25WX-1683 | *Introduction to Copilot in Excel*Automating Tasks and Enhancing Productivity*Advanced Data Insights with Copilot | |
| 7/17/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 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) | |
| Entertainment, Meals and Travel Expenses: Review and Update (Webinar) (25WX-1561)25WX-1561 | *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 | |
| 7/9/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 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 CPAxPACK Bundle: Monthly Federal Tax Updates -- Stay Informed on Tax! (Webinar) (25WX-1473)25WX-1473 | *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 | |
| 7/1/2025 | 8 a.m. - 4 p.m. | Online | 24 CPE (24 tech, 0 non-tech) | |
| 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) | |
| CFO Solutions to IRS Problems (Webinar) (25WX-1552)25WX-1552 | *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 | |
| 7/8/2025 | 9:30 a.m. - 1:30 p.m. | Online | 4 CPE (4 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) | |
| Accountants and Malpractice: Can We Get Sued for This? (Webinar) (25WX-1534)25WX-1534 | *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 | |
| 7/8/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 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) | |
| New How AI Fits into the Accounting World (Webinar) (25WX-1670)25WX-1670 | *An overview of AI constructs*How artificial intelligence is being used by accountants today*Accounting-centric AI developments on the horizon | |
| 7/16/2025 | 1 - 3 p.m. | Online | 2 CPE (2 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) | |
| New How to Build a Custom AI Chatbot and GPT in Plain English (Webinar) (25WX-1635)25WX-1635 | *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 | |
| 7/14/2025 | 2:30 - 4:30 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) | |
| Erase the Mark: Best Practices in Penalty Abatement (Webinar) (25WX-1587)25WX-1587 | *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 | |
| 7/10/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Taxation of the Cannabis Industry (Webinar) (25WX-1628)25WX-1628 | *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 | |
| 7/14/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Determining Reasonable Compensation for Owner Employees (Webinar) (25WX-1675)25WX-1675 | *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 | |
| 7/16/2025 | 12 - 2 p.m. | Online | 1 CPE (1 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) | |
| New ChatGPT Vision: How Accountants Can Chat with Imagery (Webinar) (25WX-1489)25WX-1489 | *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 | |
| 7/2/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 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 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 Comprehensive Audit and SSARS Update (Webinar) (25WX-1596)25WX-1596 | *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 | |
| 7/10/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 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) | |
| IRS Penalties and Abatements (Webinar) (25WX-1532)25WX-1532 | *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 | |
| 7/8/2025 | 11 a.m. - 1 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) | |
| Retaining Talent in a Competitive Marketplace (Webinar) (25WX-1524)25WX-1524 | *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 | |
| 7/7/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Governmental GAAP Update: Navigating GASB Standards (Webinar) (25WX-1584)25WX-1584 | *New GASB standards: GASB 100, Accounting Changes and Error Corrections*GASB 101, Compensated Absences*Practical case studies | |
| 7/10/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Clean, Transform and Load Data in Power BI (Webinar) (25WX-1525)25WX-1525 | *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 | |
| 7/7/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 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 Installment sales: Maximize Tax Benefits and Stay Compliant (Webinar) (25WX-1582)25WX-1582 | *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 | |
| 7/10/2025 | 4 - 5 p.m. | Online | 1 CPE (1 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) | |
| Forgotten Managerial Accounting Tools for CPAs (Webinar) (25WX-1618)25WX-1618 | *Target profit analysis*Break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis | |
| 7/14/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 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 |
| Become a Data Analysis Expert (Webinar) (25WX-1642)25WX-1642 | *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 | |
| 7/15/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New CPAxPACK Bundle: Audit Essentials -- Cash, Expenses, Inventory (Webinar) (25WX-1458)25WX-1458 | *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. | |
| 7/1/2025 | 8 a.m. - 4 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| 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 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 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) | |
| New Mastering Partnership Basis: Inside and Outside Basis (Webinar) (25WX-1600)25WX-1600 | *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 | |
| 7/11/2025 | 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-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) | |
| Securing Your Data with a Password Management App (Webinar) (25WX-1491)25WX-1491 | *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 | |
| 7/2/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 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) | |
| Coaching the Next Generation of CPAs (Webinar) (25WX-1613)25WX-1613 | *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 | |
| 7/11/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 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 |
| Coping With the Growth of Online Fraud (Webinar) (25WX-1615)25WX-1615 | *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 | |
| 7/11/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 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) | |
| Tactics to Find Work-Life Balance in a Complex World (Webinar) (25WX-1547)25WX-1547 | *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 | |
| 7/8/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 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) | |
| 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 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) | |
| 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) | |
| Defining Where and Why Internal Controls are Needed (Webinar) (25WX-1636)25WX-1636 | *Control design basics*Areas or segments of an enterprise to control*Controls to reduce risk*Controls to drive operations | |
| 7/14/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 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 |
| 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 Generative AI in Practice: Boost Efficiency and Profitability (Webinar) (25WX-1631)25WX-1631 | *Implementing AI for accounting automation*Enhancing auditing processes with AI tools*AI applications in tax compliance*Leveraging AI for business advisory services | |
| 7/14/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 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 |
| 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 |
| Financial Decisions that Led Two Businessmen to Prison (Webinar) (25WX-1506)25WX-1506 | *Career choices*Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 7/3/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 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) | |
| Managing Current Fraud Trends in a Shifting Environment (Webinar) (25WX-1620)25WX-1620 | *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 | |
| 7/14/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 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 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) | |
| Will Your Ethics Be Burned by Burnout? (Webinar) (25WX-1446)25WX-1446 | *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 | |
| 6/30/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 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-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) | |
| 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 Generative AI Strategy for Accountants (Webinar) (25WX-1593)25WX-1593 | *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 | |
| 7/10/2025 | 3 - 5 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) | |
| 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) | |
| 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) | |
| 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 |
| New Best Practices: Conducting Meaningful Walkthroughs (Webinar) (25WX-1467)25WX-1467 | *Review of audit procedures*Documentation requirements*Real world examples of red flags that may arise | |
| 7/1/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 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) | |
| 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) | |
| The Ethical Management of Conflict (Webinar) (25WX-1585)25WX-1585 | *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 | |
| 7/10/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 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 |
| New SEC Case Studies: Ethical Dilemmas in Finance and Accounting (Webinar) (25WX-1526)25WX-1526 | *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 | |
| 7/7/2025 | 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) | |
| Leadershift Ethics: Things Must Change! (Webinar) (25WX-1459)25WX-1459 | *The litmus test for all of your decisions and actions*Ethical principles when managing through change*Pressures that threaten ethical change management*Case studies of what can go sideways when ethics are not part of every stage of change*Winning strategies for ethical self-regulation | |
| 7/1/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 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 Side-Hustle CFO (Webinar) (25WX-1579)25WX-1579 | *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 | |
| 7/10/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 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) | |
| New Current Cybersecurity Risk Management Trends (Webinar) (25WX-1466)25WX-1466 | *Overview of current cybersecurity threats and how to mitigate data breach risk*Describe how to avoid malware and other security threats | |
| 7/1/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 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) | |
| Spring Tax Update with Steve Dilley (Webinar) (25WX-1509)25WX-1509 | *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 | |
| 7/7/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 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) | |
| Exploring Internal Controls That Could Have Prevented Frauds (Webinar) (25WX-1531)25WX-1531 | *Examination of actual frauds*Discussion of internal controls that could have prevented the frauds*Contemplation of epiphanies for your own professional scenarios | |
| 7/8/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 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) | |
| Enterprise-Wide Risk Management in Accounting and Finance (Webinar) (25WX-1656)25WX-1656 | *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 | |
| 7/15/2025 | 10:30 a.m. - 2:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| What if Your Client Didn't Take Reasonable Compensation (Webinar) (25WX-1634)25WX-1634 | *Review best practices to help your client evaluate if an S election is an appropriate choice*How to be proactive and head off common reasonable compensation issues before they happen*Explore strategies for cash management if cash isn't available at year end*Explore what's at stake when reasonable compensation isn't paid timely | |
| 7/14/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 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) | |
| 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) | |
| Fraud and Embezzlement: Case Studies from the Trenches (Webinar) (25WX-1461)25WX-1461 | *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 | |
| 7/1/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 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) | |
| New Hot Topics Accounting Update (Webinar) (25WX-1559)25WX-1559 | *New accounting standards*The impact on Financial Reporting*Hot topics in financial reporting*Current and emerging US GAAP requirements | |
| 7/9/2025 | 1 - 3 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) | |
| New AI Prompt Engineering Masterclass for Accountants (Webinar) (25WX-1666)25WX-1666 | *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 | |
| 7/16/2025 | 10 a.m. - 12 p.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 Using AI to Instantly Transform Ideas into Revenue Streams (Webinar) (25WX-1605)25WX-1605 | *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) | |
| 7/11/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New A Working Parent's Guide to Prioritizing Mental Wellness (Webinar) (25WX-1599)25WX-1599 | *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 | |
| 7/11/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethical Performance Management (Webinar) (25WX-1603)25WX-1603 | *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 | |
| 7/11/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Fraud, Controls and Ethics: Best Practices and Case Studies (Webinar) (25WX-1637)25WX-1637 | *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 | |
| 7/14/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
| New A&A Update With Technology Implementation (Webinar) (25WX-1504)25WX-1504 | *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) | |
| 7/3/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 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 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) | |
| 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) | |
| 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 |
| Bumper Sticker Ethics v. Professional Ethics (Webinar) (25WX-1651)25WX-1651 | *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 | |
| 7/15/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| New ChatGPT and Advanced Policy Manual Development for Accountants (Webinar) (25WX-1455)25WX-1455 | *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 | |
| 7/1/2025 | 1 - 3 p.m. | Online | 2 CPE (2 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 |
| 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) | |
| 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) | |
| New Exercise Your Ethics: Techniques to Improve Ethical Response (Webinar) (25WX-1452)25WX-1452 | *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 | |
| 7/1/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 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) | |
| 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 ChatGPT and Advanced Accounting Research (Webinar) (25WX-1679)25WX-1679 | *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 | |
| 7/16/2025 | 2 - 4 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 |
| What You Can Learn From the Statement of Cash Flows (Webinar) (25WX-1553)25WX-1553 | *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 | |
| 7/9/2025 | 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-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) | |
| 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) | |
| Understanding Internal Control Constructs (Webinar) (25WX-1661)25WX-1661 | *Underlying concepts of internal control*The importance of control measure interdependency | |
| 7/15/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Disrupt to Dominate: Mastering Change Leadership (Webinar) (25WX-1574)25WX-1574 | *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 | |
| 7/9/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Ethics and Technology for CPAs (Webinar) (25WX-1565)25WX-1565 | *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 | |
| 7/9/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 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 Outlook "Must Know" Email Tips (Webinar) (25WX-1607)25WX-1607 | *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 | |
| 7/11/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 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) | |
| Operations Level Internal Control (Webinar) (25WX-1673)25WX-1673 | *An overview of controls that drive procedures*Considerations for procedural control development*Understanding and controlling risk that arises when organizations change | |
| 7/16/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Mastering IRS Form 7217: Partnership Property Distributions (Webinar) (25WX-1686)25WX-1686 | *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 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 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) | |
| Revision to Government Auditing Standards Impact (Webinar) (25WX-1502)25WX-1502 | *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 | |
| 7/3/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Business Partnerships: Managing Supplier Relationships (Webinar) (25WX-1519)25WX-1519 | *Overview of supplier contracts*Case studies of successful and not-so-successful supplier relationships*Risk potentials | |
| 7/7/2025 | 8 - 9 a.m. | Online | 1 CPE (1 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) | |
| Accounting of the Soul: Making the World a Better Place (Webinar) (25WX-1598)25WX-1598 | *Overview of Virtue Ethics and the Common Good*Professionalism*The Virtue of Compassion*Gossip in the Workplace*Gratitude | |
| 7/11/2025 | 3:30 - 4:30 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 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) | |
| Take Command of Your Time (Webinar) (25WX-1518)25WX-1518 | *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) | |
| 7/7/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 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 |
| How Fraud Can Affect Smaller Organizations (Webinar) (25WX-1702)25WX-1702 | *The reasons for fraud*Fraudulent acts that are initiated against smaller organizations*Methods to stop fraud attempts against small businesses | |
| 7/17/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 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) | |
| 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) | |
| 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 |
| Internal Control Changes for Remote Workers (Webinar) (25WX-1566)25WX-1566 | *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 | |
| 7/9/2025 | 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-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 |
| 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 Advanced Cybersecurity: Beyond the Basics (Webinar) (25WX-1701)25WX-1701 | *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 | |
| 7/17/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 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) | |
| Internal Control: Testing for Operating Effectiveness (Webinar) (25WX-1497)25WX-1497 | *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 | |
| 7/2/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Microsoft Teams: Everything You Need to Know From A to Z (Webinar) (25WX-1572)25WX-1572 | *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 | |
| 7/9/2025 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 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 |
| Common Financial Statement Disclosures (Webinar) (25WX-1558)25WX-1558 | *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 | |
| 7/9/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 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 |
| 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 |
| 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 1040 Tax Prep Automation with AI Tools (Webinar) (25WX-1606)25WX-1606 | *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 | |
| 7/11/2025 | 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) | |
| 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) | |
| 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) | |
| New Corporate Transparency Act Developments (Webinar) (25WX-1479)25WX-1479 | *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 | |
| 7/2/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 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 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) | |
| 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) | |
| 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) | |
| 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) | |
| Fraud and Embezzlement: Case Studies from the Trenches (Webinar) (25WX-1674)25WX-1674 | *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 | |
| 7/16/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 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 |
| Building a Better Budget in a Time of Uncertainty (Webinar) (25WX-1660)25WX-1660 | *Budgets vs. forecasts*Cyclicality*Core earnings & sustainable growth*Identifying key forecast drivers*Reasonableness in forecasting*Approaches to budgeting*Budgeting variances*Horizontal analysis*Flexible budgeting | |
| 7/15/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 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) | |
| 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) | |
| Understanding the New Forms K-2 and K-3 (Webinar) (25WX-1554)25WX-1554 | *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 | |
| 7/9/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 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) | |
| 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 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) | |
| Keeping Up With the FASB (Webinar) (25WX-1480)25WX-1480 | *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 | |
| 7/2/2025 | 9 - 11 a.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 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) | |
| 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) | |
| 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) | |
| 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-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) | |
| Ethics: 10 Crucial Qualities of High Character CPAs (Webinar) (25WX-1482)25WX-1482 | *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 | |
| 7/2/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 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 |
| Deep Dive Into Common Auditing Deficiencies (Webinar) (25WX-1595)25WX-1595 | *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 | |
| 7/10/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 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) | |
| New Behind the Curtain: Exploring IRS Audit Technique Guides (Webinar) (25WX-1522)25WX-1522 | *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 | |
| 7/7/2025 | 9:30 - 11:30 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 AI Privacy, Security and Compliance Masterclass (Webinar) (25WX-1699)25WX-1699 | *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 | |
| 7/17/2025 | 11 a.m. - 1 p.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) | |
| Building a Better Budget in a Time of Uncertainty (Webinar) (25WX-1608)25WX-1608 | *Budgets vs. forecasts*Cyclicality*Core earnings & sustainable growth*Identifying key forecast drivers*Reasonableness in forecasting*Approaches to budgeting*Budgeting variances*Horizontal analysis*Flexible budgeting | |
| 7/11/2025 | 1 - 5 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 |
| 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) | |
| 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 |
| New Corporate Transparency Act Developments (Webinar) (25WX-1681)25WX-1681 | *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 | |
| 7/17/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 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) | |
| 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 |
| New CPAxPACK Bundle: Combatting Fraud -- Master Prevention and Detection (Webinar) (25WX-1457)25WX-1457 | *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. | |
| 7/1/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 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 Yellow Book Ethics (Webinar) (25WX-1503)25WX-1503 | *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 | |
| 7/3/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Income Tax Analysis: Exploring In-Depth Concepts (Webinar) (25WX-1507)25WX-1507 | *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 | |
| 7/3/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 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 Supporting Mental Wellness to Thrive in Work and Life (Webinar) (25WX-1623)25WX-1623 | *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 | |
| 7/14/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Todd and Julie Chrisley Go to Prison (Webinar) (25WX-1451)25WX-1451 | *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 | |
| 7/1/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 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) | |
| Build a Data Model for Analysis in Power BI (Webinar) (25WX-1478)25WX-1478 | *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 | |
| 7/1/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Beyond the Basics: Financial Ratios You Might Be Overlooking (Webinar) (25WX-1557)25WX-1557 | *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 | |
| 7/9/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 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) | |
| Ethics: IRS Criminal Investigations -- Key Lessons for Accountants (Webinar) (25WX-1586)25WX-1586 | *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 | |
| 7/10/2025 | 10 a.m. - 12 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) | |
| 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 |
| Risk Assessment Under SAS No. 145: The Key to Audit Quality? (Webinar) (25WX-1671)25WX-1671 | *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 | |
| 7/16/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 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 |
| 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 |
| New AICPA Regulatory Ethics Update (Webinar) (25WX-1538)25WX-1538 | *The Professional Ethics Executive Committee's updated ethics rules*An overview of recently issued ethics rules that CPAs need to know to be compliant | |
| 7/8/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 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) | |
| ChatGPT for Accountants: 50+ Use Cases (Webinar) (25WX-1527)25WX-1527 | *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 | |
| 7/7/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 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 |
| Accounting for and Auditing Cryptocurrency and Digital Assets (Webinar) (25WX-1513)25WX-1513 | *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 | |
| 7/7/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 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) | |
| 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 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 |
| 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) | |
| How Changes in Business Methods Affects Internal Control (Webinar) (25WX-1575)25WX-1575 | *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 | |
| 7/10/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 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 |
| 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 Tech it to the Next Level: Slim Your Team for Max Efficiency (Webinar) (25WX-1667)25WX-1667 | *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 | |
| 7/16/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 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) | |
| New Al Capone to Cybercrime: The Journey of IRS Special Agents (Webinar) (25WX-1470)25WX-1470 | *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 | |
| 7/1/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 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) | |
| New Annual Update for Governmental Accountants and Auditors (Webinar) (25WX-1687)25WX-1687 | *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 | |
| 7/17/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Navigating IRS Correspondence: Responding to IRS Letters (Webinar) (25WX-1542)25WX-1542 | *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 | |
| 7/8/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 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 |
| 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) | |
| 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) | |
| Criminal Tax: How CPAs Bring Value to Defense Attorneys (Webinar) (25WX-1508)25WX-1508 | *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 | |
| 7/3/2025 | 9:30 - 11:30 a.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 |
| An Ethical Approach to Mental Health Issues at Work (Webinar) (25WX-1627)25WX-1627 | *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 | |
| 7/14/2025 | 3 - 5 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-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 Microsoft 365: Save More Time, Make More Money (Webinar) (25WX-1649)25WX-1649 | *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 | |
| 7/15/2025 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 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 |
| New Learning to Teach Tax as a Second Language (Webinar) (25WX-1610)25WX-1610 | *Accounting as a foreign language*Commonly misunderstood concepts*Communicating tax matters*Client-practitioner interactionsInteracting with tax authorities | |
| 7/11/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Ethics of Recruitment and Selection (Webinar) (25WX-1665)25WX-1665 | *Discussion of ethical and effective recruiting strategies*Selection processes that foster diversity and inclusion*How to increase talent pools to ensure hiring success | |
| 7/16/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 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) | |
| 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) | |
| Will Your Ethics Be Burned by Burnout? (Webinar) (25WX-1659)25WX-1659 | *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 | |
| 7/15/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 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 |
| 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) | |
| Comprehensive Accounting and Financial Reporting Update (Webinar) (25WX-1448)25WX-1448 | *CECL for nonfinancial institutions*Accounting for Paycheck Protection Program loans*Accounting for web-hosting services*Revenue recognition*Leases*FASB projects in progress | |
| 6/30/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 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 |
| 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) | |
| 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) | |
| 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 Ethical Intelligence for Artificial Intelligence (Webinar) (25WX-1464)25WX-1464 | *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 | |
| 7/1/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 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) | |
| 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) | |
| 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) | |
| New Complete Guide to Analyze Data with Excel PivotTables (Webinar) (25WX-1529)25WX-1529 | *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 | |
| 7/7/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 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 |
| Supervision/Management Competencies: An Ethical Approach (Webinar) (25WX-1657)25WX-1657 | *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 | |
| 7/15/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| The Leadership Skills of Tomorrow: Delegate and Listen (Webinar) (25WX-1544)25WX-1544 | *Three levels of listening*Strategies to remain focused*Building trust through listening*Tactics to practice the Titanium Rule*Delegating with confidence*Establishing an accountability system | |
| 7/8/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 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) | |
| New Donating Cryptocurrency and Avoiding Traps for the Unwary (Webinar) (25WX-1577)25WX-1577 | *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 | |
| 7/10/2025 | 1 - 3 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 Monthly Federal Tax Updates: July 2025 (Webinar) (25WX-1510)25WX-1510 | *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 | |
| 7/7/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 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) | |
| Business Tax Update: Recent Developments (Webinar) (25WX-1646)25WX-1646 | *2024/25 legislation impacting business taxpayers*Extenders legislation update*Meals and entertainment expense reporting*Partnership and S corporation updateIncome and deductions | |
| 7/15/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 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) | |
| New Ethical Considerations of the New AICPA SSTS Rules (Webinar) (25WX-1644)25WX-1644 | *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 | |
| 7/15/2025 | 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-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) | |
| Create Visuals in Power BI to Successfully Analyze Data (Webinar) (25WX-1556)25WX-1556 | *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 | |
| 7/9/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 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) | |
| 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 Casualty Losses: Disaster Relief Act of 2024 (Webinar) (25WX-1625)25WX-1625 | *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 | |
| 7/14/2025 | 4 - 5 p.m. | Online | 1 CPE (1 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) | |
| Becoming Conflict Competent (Webinar) (25WX-1597)25WX-1597 | *Levels of conflict*Strategies to de-escalate conflict*Distinction between miscommunication and conflict*Responses to conflict*Tactics to address, rather than avoid, conflict | |
| 7/11/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 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) | |
| 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 |
| New Managerial Accounting: Your Prescription for Better Decisions (Webinar) (25WX-1530)25WX-1530 | *Target profit and break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis*Budgeting | |
| 7/7/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 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) | |
| New ChatGPT and Advanced Accounting Research (Webinar) (25WX-1468)25WX-1468 | *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 | |
| 7/1/2025 | 8:30 - 10:30 a.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) | |
| 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) | |
| New GPT Builder for Accountants (Webinar) (25WX-1490)25WX-1490 | *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 | |
| 7/2/2025 | 8 - 10 a.m. | Online | 2 CPE (2 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) | |
| How AI is Automating Internal Control (Webinar) (25WX-1449)25WX-1449 | *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 | |
| 7/1/2025 | 10:30 a.m. - 2:30 p.m. | Online | 4 CPE (4 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) | |
| ChatGPT Bootcamp for CPAs with John Higgins (Webinar) (25WX-1549)25WX-1549 | *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 | |
| 7/8/2025 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 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 Forensic Accounting: Crafting Expert Reports (Webinar) (25WX-1617)25WX-1617 | *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 | |
| 7/11/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| 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 CPAxPACK Bundle: Unlocking AI Potential for Business Innovation (Webinar) (25WX-1476)25WX-1476 | *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. | |
| 7/1/2025 | 8 a.m. - 4 p.m. | Online | 10 CPE (6 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 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) | |
| New Power BI: Bringing it All Together for Data Analysis (Webinar) (25WX-1580)25WX-1580 | *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 | |
| 7/10/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| What You Can Learn From the Statement of Cash Flows (Webinar) (25WX-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 |
| Advanced ChatGPT for Accountants (Webinar) (25WX-1629)25WX-1629 | *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 | |
| 7/14/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 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) | |
| Ethics Based Leadership for Women (Webinar) (25WX-1592)25WX-1592 | *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 | |
| 7/10/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 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) | |
| 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) | |
| 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) | |
| 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) | |
| New Cryptocurrency 15 Years Later: A Market Update (Webinar) (25WX-1691)25WX-1691 | *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 | |
| 7/17/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Finding Errors in Excel Spreadsheets (Webinar) (25WX-1612)25WX-1612 | *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 | |
| 7/11/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Selected Ethics Topics 2025 (Webinar) (25WX-1653)25WX-1653 | *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 | |
| 7/15/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 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) | |
| New Tax Implications of Retirement Plan Distributions (Webinar) (25WX-1562)25WX-1562 | *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 | |
| 7/9/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 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) | |
| 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) | |
| PCAOB and SEC Update (Webinar) (25WX-1698)25WX-1698 | *Developments at the PCAOB*Recent trends in SEC comment letters*Enforcement actions and administrative proceedings*Conclusions and predictions for the future | |
| 7/17/2025 | 9:30 - 11:30 a.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) | |
| Tax Depreciation: Review and Update (Webinar) (25WX-1583)25WX-1583 | *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 | |
| 7/10/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 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) | |
| 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 CPAxPACK Bundle: Forensic Accounting -- Investigate, Analyze, Report (Webinar) (25WX-1475)25WX-1475 | *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. | |
| 7/1/2025 | 8 a.m. - 4 p.m. | Online | 12 CPE (12 tech, 0 non-tech) | 4 Ethics |
| 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 |
| Leverage PowerBI.com to Create Data Analysis for Others (Webinar) (25WX-1624)25WX-1624 | *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. | |
| 7/14/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Hot Topics Audit and Attest Update (Webinar) (25WX-1483)25WX-1483 | *Recent quality improvements to the SASs and SSARs*Other matters that should be on your radar | |
| 7/2/2025 | 12 - 2 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 |
| Steps to Stop External Fraud (Webinar) (25WX-1567)25WX-1567 | *Types of external fraud*Considerations as organizations work to reduce fraud risk*External fraud and known parties/External fraud unknown perpetrators | |
| 7/9/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 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) | |
| New Implementing an AI-Enabled Marketing Strategy for Your Firm (Webinar) (25WX-1462)25WX-1462 | *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 | |
| 7/1/2025 | 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 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 |
| 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 Navigating IRS Authorizations: Form 2848 and Form 8821 (Webinar) (25WX-1543)25WX-1543 | *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 | |
| 7/8/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New What's Changing in A&A for Governmental Entities (Webinar) (25WX-1626)25WX-1626 | *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 | |
| 7/14/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 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) | |
| The Role of Internal Control in the Risk-Based Audit (Webinar) (25WX-1576)25WX-1576 | *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 | |
| 7/10/2025 | 1 - 5 p.m. | Online | 4 CPE (4 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) | |
| 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) | |
| Fraud Busters: Controls to Prevent and Detect Fraud (Webinar) (25WX-1484)25WX-1484 | *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 | |
| 7/2/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Invest in Your Mental Health and Avoid Burnout (Webinar) (25WX-1495)25WX-1495 | *How to recognize burnout and evaluate where you are on the burnout scale*How impostor syndrome drives coping reactions of overworking, over preparing and perfectionism*How mindfulness can reduce stress and save time*Silencing the critical inner voice*Tools to help you become more attuned to your needs and emotions*How attending to and regulating your nervous system impacts your mood and well-being | |
| 7/2/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 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) | |
| Love it or Leave it: Engagement and Retention at Work (Webinar) (25WX-1523)25WX-1523 | *Ethical values and engagement and retention*Enhancing employee engagement*Strategic/intentional actions to enhance retention*Generation X | |
| 7/7/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 1 Ethics |
| 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) | |
| New Navigating IRS Collections: Overview of Form 433 and Offers in Compromise (Webinar) (25WX-1693)25WX-1693 | *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 | |
| 7/17/2025 | 8 - 10 a.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) | |
| New Yellow Book Update (Webinar) (25WX-1601)25WX-1601 | *Yellow Book engagements*Independence requirements in GAGAS*Quality management in Yellow Book*Common deficiencies found in Yellow Book engagements | |
| 7/11/2025 | 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-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) | |
| 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) | |
| 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) | |
| New Unlocking Deep Secrets: Case Studies in Financial Analysis (Webinar) (25WX-1463)25WX-1463 | *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 | |
| 7/1/2025 | 2 - 4 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) | |
| 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) | |
| The Ethics of Care in the Workplace (Webinar) (25WX-1488)25WX-1488 | *Ethical values and principles*Compassion*Managing expectations*Respect and humility*Attribution Theory | |
| 7/2/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 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 |
| Retirement Planning: Next Stage for You or Your Client (Webinar) (25WX-1500)25WX-1500 | *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 | |
| 7/3/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 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) | |
| New Noble Leadership: An Ethical Approach (Webinar) (25WX-1688)25WX-1688 | *Leadership Definition*Virtue Ethics*Relationship of Virtue Ethics to Leadership*Characteristics of the Noble Leader*Actions to create a culture of respect and dignity | |
| 7/17/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 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) | |
| 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) | |
| Criminal Tax: How CPAs Bring Value to Defense Attorneys (Webinar) (25WX-1611)25WX-1611 | *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 | |
| 7/11/2025 | 2 - 4 p.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) | |
| Advanced Excel: Hidden Secrets and Gems (Webinar) (25WX-1568)25WX-1568 | *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 | |
| 7/9/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 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) | |
| 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) | |
| 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 |
| New AI Revolution: The Big Picture for CPAs (Webinar) (25WX-1516)25WX-1516 | *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 | |
| 7/7/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 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 |
| 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) | |
| New What's Going on at the FASB (Webinar) (25WX-1645)25WX-1645 | *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 | |
| 7/15/2025 | 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-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) | |
| Forensic Accounting: When The Office is a Crime Scene (Webinar) (25WX-1632)25WX-1632 | *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 | |
| 7/14/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 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 |
| 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) | |
| 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 |
| 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 |
| New Managerial Accounting: Your Prescription for Better Decisions (Webinar) (25WX-1692)25WX-1692 | *Target profit and break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis*Budgeting | |
| 7/17/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 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) | |
| 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 |
| 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) | |
| 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) | |
| 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 Mastering Microsoft 365 Copilot for CPAs (Webinar) (25WX-1541)25WX-1541 | *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 | |
| 7/8/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 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) | |
| Will Your Ethics Be Burned by Burnout? (Webinar) (25WX-1550)25WX-1550 | *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 | |
| 7/8/2025 | 10:30 a.m. - 12:30 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) | |
| 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 |
| New Annual Update for Accountants and Auditors (Webinar) (25WX-1664)25WX-1664 | *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 | |
| 7/16/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Recruit. Retain. Engage. Mastering LinkedIn for HR Success (Webinar) (25WX-1655)25WX-1655 | *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 | |
| 7/15/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 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) | |
| 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 |
| 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) | |
| Beyond the Numbers: Success Strategies for Female CPAs (Webinar) (25WX-1589)25WX-1589 | *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 | |
| 7/10/2025 | 10:30 a.m. - 12:30 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 |
| New Guide Strategy, Attract Investments with Financial Forecasts (Webinar) (25WX-1614)25WX-1614 | *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 | |
| 7/11/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 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 |
| 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 |
| 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 |
| Money Laundering Awareness for Accountants (Webinar) (25WX-1571)25WX-1571 | *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 | |
| 7/9/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 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) | |
| New Taking Advantage of Array Formulas in Excel (Webinar) (25WX-1496)25WX-1496 | *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 | |
| 7/2/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Deep Dive Into Common Auditing Deficiencies (Webinar) (25WX-1602)25WX-1602 | *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 | |
| 7/11/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 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 |
| More Money: Strategic Ways to Improve Cash Flow (Webinar) (25WX-1499)25WX-1499 | *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 | |
| 7/2/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 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) | |
| An Exhaustive Look At Fraud and Ways To Control It (Webinar) (25WX-1609)25WX-1609 | *Fraudulent acts initiated from outside organizations*Why internal fraud occurs*The importance of fighting cyber-fraud*Steps that verify anti-fraud activities are working | |
| 7/11/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 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 How Recent Auditing Standards Improve Risk-Based Audits (Webinar) (25WX-1573)25WX-1573 | *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 | |
| 7/9/2025 | 10 a.m. - 2 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 |
| PPP Fraud and Financial Professionals (Webinar) (25WX-1555)25WX-1555 | *Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 7/9/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New How to Audit Cash (Webinar) (25WX-1453)25WX-1453 | *Auditing cash*Audit assertions, risks, and threats to the cash balance*Auditing procedures to perform | |
| 7/1/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 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) | |
| More Money: Strategic Ways to Improve Cash Flow (Webinar) (25WX-1588)25WX-1588 | *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 | |
| 7/10/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New A&A Update for Not-for-Profits and Single Audit (Webinar) (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 |
| 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 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) | |
| New Accounting & Auditing Update for Small Businesses (Webinar) (25WX-1486)25WX-1486 | *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 | |
| 7/2/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Forensic Accounting: Crafting Expert Reports (Webinar) (25WX-1652)25WX-1652 | *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 | |
| 7/15/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Comprehensive Accounting and Financial Reporting Update (Webinar) (25WX-1680)25WX-1680 | *CECL for nonfinancial institutions*Accounting for Paycheck Protection Program loans*Accounting for web-hosting services*Revenue recognition*Leases*FASB projects in progress | |
| 7/16/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 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 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 CPAxPACK Bundle: AI-Powered Accounting (Webinar) (25WX-1472)25WX-1472 | *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. | |
| 7/1/2025 | 8 a.m. - 4 p.m. | Online | 12 CPE (10 tech, 2 non-tech) | |
| Basic Individual Taxation Course (Webinar) (25WX-1641)25WX-1641 | *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 | |
| 7/15/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics of AI: A CPA's Guide (Webinar) (25WX-1594)25WX-1594 | *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 | |
| 7/10/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 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 Annual Update for Governments and Not-for-Profits (Webinar) (25WX-1563)25WX-1563 | *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 | |
| 7/9/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 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) | |
| 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) | |
| 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) | |
| 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) | |
| 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) | |
| 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) | |
| 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) | |
| 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) | |
| 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) | |
| 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) | |
Featured
ChatGPT for Tax: Combining AI with Trusted Research Methods (Webinar) (25SR-0007)25SR-0007 | *Integrating artificial intelligence with traditional tax research tools
*Quickly moving from AI to tax treatises and other traditional tax research tools
*How to vary research techniques when a significant tax issue affects an important client
*Increasing accuracy of answers using "verification" tools
*Increasing speed of research using "toehold" strategies | |
| 5/21/2025 | 10 - 11:40 a.m. | Online | 2 CPE (2 tech, 0 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) | |
| Crucial Real Estate Tax Strategies (Webinar) (25SR-0010)25SR-0010 | *Apportionment of purchase price
*Bonus depreciation, Section 179 and de minimis expense for real estate
*Partial disposition losses
*Deducting removal costs
*Depreciating property acquired in a like-kind exchange
*Converting nondeductible interest expense into deductible interest expense
*Section 199A for rental real estate
*Self-employment tax for rental real estate (including Airbnb's)
*The "Augusta rule"
*Special rules that apply to real estate professionals and short-term rentals | |
| 6/9/2025 | 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) | |
| Monthly Tax Update with Ed Zollars (Webinar) (25WM-0003)25WM-0003 | *To be announced | |
| 6/18/2025 | 10 - 11:40 a.m. | Online | 2 CPE (2 tech, 0 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 | *Inflation Reduction Act -- clean vehicle credits, energy efficiency incentives, premium tax credits, credit transferability and prevailing wage/apprenticeship requirements
*SECURE 2.0 Act -- expanded retirement plan enrollment, delayed RMD age and new penalty exceptions and IRS guidance
*Updates on new and pending tax legislation
*Form 1099-K reporting requirements
*Tax consequences of selling pass through entity interests and the application of Net Investment Income Tax
*The Gig Economy -- tax implications, worker classification and the Department of Labor's Final Rule
*FinCEN reporting requirements under the Corporate Transparency Act
*Employee Retention Tax Credit updates
*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) | |
| New CANCELLED - Peer Review: Insights into Common Issues (Webinar) (25SR-P011)25SR-P011 | *Overview of AICPA's peer review findings for the year ended June 30, 2024
*Common deficiencies in financial statement preparation, audit procedures, and documentation
*Common challenges and trends in peer reviews
*Strategies for improving efficiency
*Practical steps for firms to address and prevent peer review issues
*Lessons learned from real-world peer review experiences | |
| 5/28/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| AI Unboxed: Exploring the Power and Potential of AI (Webinar) (25WM-0008)25WM-0008 | *Introduction to artificial intelligence
*AI tools and technologies
*AI applications in accounting
*Ethical considerations in AI
*Getting started with AI | |
| 5/22/2025 | 9 - 10:15 a.m. | Online | 1.5 CPE (1.5 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 tax laws, 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) | |
| K2's Small Business Internal Controls, Security and Fraud Prevention and Detection (Webinar) (25SR-P017)25SR-P017 | *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 | |
| 7/16/2025 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (8 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 | |
| 9/25/2025 | 1 - 3:15 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
| K2's Advanced QuickBooks Tips and Techniques (Webinar) (25SR-P009)25SR-P009 | *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 | |
| 5/20/2025 | 1 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| K2's Technology for CPAs: Don't Get Left Behind (Webinar) (25SR-P015)25SR-P015 | *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 | |
| 6/27/2025 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| New CANCELLED - From Plan to Practice: Successfully Implementing Your Firm's Quality Management System (Webinar) (25SR-P010)25SR-P010 | *Overview of SQMS 1 & 2 and their implications for CPA firms
*Scalable, risk-based frameworks for quality management
*Monitoring and remediation requirements to ensure ongoing compliance
*Leadership responsibilities in promoting engagement quality
*Best practices for staff training and firm-wide adoption of new standards
*Practical implementation strategies and expert insights | |
| 5/28/2025 | 8 - 11:45 a.m. | Online | 4 CPE (4 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) | |
| K2's Excel Charting and Visualizations (Webinar) (25SR-P008)25SR-P008 | *The best types of visualizations to use in specific situations
*Compelling visualizations using Excel
*Interactive Excel-based visualizations | |
| 5/20/2025 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 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) | |
| Monthly Tax Update with Ed Zollars (Webinar) (25WM-0004)25WM-0004 | *To be announced | |
| 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) | |
| Farm Tax Update (Webinar) (25SR-0014)25SR-0014 | *Key federal income tax law changes and their effects on agriculture
*Strategies for handling land spread across multiple entities and ownership
*Impacts and planning considerations under the Inflation Reduction Act, SECURE 2.0 and related legislation
*Recent court cases and IRS rulings directly impacting farmers and ranchers
*Real-world examples relevant to small and mid-sized farm operations
*A refresher on various farm tax issues, including Section 199A, Net Investment Income Tax and Section 1245 Real Property Tax Deferred Exchanges | |
| 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) (25SR-0023)25SR-0023 | *Federal income tax laws affecting individuals
*Legislative and IRS updates.
*Recent tax legislation, including 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 | *Inflation Reduction Act -- clean vehicle credits, energy efficiency incentives, premium tax credits, credit transferability and prevailing wage/apprenticeship requirements
*SECURE 2.0 Act -- expanded retirement plan enrollment, delayed RMD age and new penalty exceptions and IRS guidance
*Updates on new and pending tax legislation
*Form 1099-K reporting requirements
*Tax consequences of selling pass through entity interests and the application of Net Investment Income Tax
*The Gig Economy -- tax implications, worker classification and the Department of Labor's Final Rule
*FinCEN reporting requirements under the Corporate Transparency Act
*Employee Retention Tax Credit updates
*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) | |
| Multistate Tax Trends: Interstate Insights and Regional Perspectives (Webinar) (25WM-0014)25WM-0014 | *State income taxes for partnerships, S and C Corporations, and individuals*PTET*SALT issues related to starting, growing, buying or selling a business*Sales and use taxes*Legislative updates*Individual state highlights -- what else is happening in each state | |
| 6/16/2025 | 8:30 a.m. - 12 p.m. | Online | 4 CPE (4 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) | |
| Current Issues in Accounting and Auditing: An Annual Update (In-person) (25SR-0011)25SR-0011 | *Accounting Standards Updates (ASUs
*PCC Update
*FASB 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 | |
| 6/10/2025 | 8:30 a.m. - 12 p.m. | Bloomington, MN | 4 CPE (4 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) | |
| Annual Accounting and Auditing Update (In-person) (25SR-ZD01)25SR-ZD01 | * FASB Accounting Standards Updates
*PCC Update
*FASB 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
*SAS 145 overview | |
| 6/30/2025 | 8:30 a.m. - 4:30 p.m. | Duluth, MN | 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) | |
| AI Unboxed - Bundle (Webinar) (25WM-0007)25WM-0007 | *Webinar 1: Exploring the Power and Potential of AI -- May 22, 9 - 10:15 a.m.
*Webinar 2: Using AI and Excel -- May 29, 9 - 10:15 a.m.
*Webinar 3: Financial Statement Analysis with AI -- June 5, 9 - 10:15 a.m.
*Webinar 4: Using AI to Research and Report -- June 12, 9 - 10:15 a.m. | |
| 5/22/2025 | 9 - 10:15 a.m. | Online | 6 CPE (6 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) | |
| AI Unboxed: Using AI and Excel (Webinar) (25WM-0009)25WM-0009 | *AI and Excel integration
*Automating tasks with AI in Excel
*AI-enhanced data analysis in Excel
*AI for predictive modeling and forecasting in Excel
*Data visualization with AI in Excel | |
| 5/29/2025 | 9 - 10:15 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Preparation, Compilation and Review Engagements: Update and Review (In-person) (25SR-0012)25SR-0012 | *Overview of preparation, compilation and review guidance
*Accounting and reporting issues
*Current practice issues
*Common deficiencies in peer reviews
*Current and future standard setting projects | |
| 6/10/2025 | 1 - 4:30 p.m. | Bloomington, MN | 4 CPE (4 tech, 0 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) | |
| Understanding the Form 990 and its Preparation Prerequisites (Webinar) (25WM-0012)25WM-0012 | *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 | |
| 6/10/2025 | 1 - 2:40 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Case Studies in CPAs Gone Bad (Webinar) (25WM-0013)25WM-0013 | *Case studies highlighting unethical behavior -- embezzlement, self-dealing, conflicts of interest and faulty oversight
*Reasons why CPAs act unethically
*Legal and ethical reforms -- are they addressing ethical problems or are other interventions needed? | |
| 6/11/2025 | 10 - 11:40 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Minnesota Tax Update (25WM-0024)25WM-0024 | Coming soon! | |
| 6/30/2025 | 1 - 2:15 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| K2's Data Analytics for Accountants and Auditors (Webinar) (25SR-P013)25SR-P013 | *Data analytics in modern business environments
*Data analytics using everyday applications such as Microsoft Office Excel and Microsoft Power BI
*Regression analysis to create and validate forecasts and projections | |
| 6/26/2025 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| AI Unboxed: Using AI to Research and Report (Webinar) (25WM-0011)25WM-0011 | *AI for data collection and analysis
*Accelerating research tasks
*AI-assisted reporting techniques | |
| 6/12/2025 | 9 - 10:15 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| K2's Business Intelligence, Featuring Microsoft's Power BI Tools (Webinar) (25SR-P012)25SR-P012 | *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 | |
| 6/17/2025 | 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-0015)25WM-0015 | *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 | |
| 6/26/2025 | 1 - 3:15 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
| K2's Mastering Advanced Excel Functions (Webinar) (25SR-P014)25SR-P014 | *Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays
*"Legacy" features and functions such as AGGREGATE
*Effective Excel forecasts | |
| 6/26/2025 | 1 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Annual Accounting and Auditing Update (In-person) (25SR-ZW01)25SR-ZW01 | * FASB Accounting Standards Updates
*PCC Update
*FASB 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
*SAS 145 overview | |
| 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 |
| 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) | |
| AI Unboxed: Financial Statement Analysis With AI (Webinar) (25WM-0010)25WM-0010 | *How AI is transforming financial statement analysis
*Automating financial data collection and processing
*Detecting anomalies and trends with AI
*Predictive analytics and forecasting
*Enhancing reporting and visualization with AI | |
| 6/5/2025 | 9 - 10:15 a.m. | Online | 1.5 CPE (1.5 tech, 0 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 | *Inflation Reduction Act -- clean vehicle credits, energy efficiency incentives, premium tax credits, credit transferability and prevailing wage/apprenticeship requirements
*SECURE 2.0 Act -- expanded retirement plan enrollment, delayed RMD age and new penalty exceptions and IRS guidance
*Updates on new and pending tax legislation
*Form 1099-K reporting requirements
*Tax consequences of selling pass through entity interests and the application of Net Investment Income Tax
*The Gig Economy -- tax implications, worker classification and the Department of Labor's Final Rule
*FinCEN reporting requirements under the Corporate Transparency Act
*Employee Retention Tax Credit updates
*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 tax laws, 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) | |
| New Annual Update for Defined Contribution Plans (Webinar) (25SR-0013)25SR-0013 | *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 | |
| 6/11/2025 | 1 - 2:40 p.m. | Online | 2 CPE (2 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 Microsoft 365/Office 365: All the Things You Need to Know (Webinar) (25SR-P016)25SR-P016 | *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 | |
| 7/15/2025 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Securing a Comfortable Retirement in the Age of Spending (In-person) (25SR-0009)25SR-0009 | *Retirement planning: desired lifestyle, travel, housing, medical and family needs
*Real estate and residence as retirement assets: equity and rent
*Small business as a retirement resource: creative retirement plans
*Asset allocation, portfolio management, rebalancing and investment selection before and after retirement
*The three-legged retirement stool: employer retirement plans, savings, and Social Security
*SECURE 2.0 Act retirement provisions
*Distribution and asset liquidation planning
*Current research on retirement planning and sustaining retirement income levels | |
| 6/3/2025 | 8:30 a.m. - 4:30 p.m. | Bloomington, MN | 8 CPE (8 tech, 0 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 (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) | |
| This Year's Best Income Tax, Estate Tax and Financial Planning Ideas (In-person) (25SR-0008)25SR-0008 | *Timely coverage of breaking tax legislation, including the SECURE 2.0 Act and Inflation Reduction Act
*Changes to the lifetime estate tax exemption
*Considerations when selling a principal residence
*Tax benefits of HSAs
* Donor Advised Funds overview
*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 and what it means for retirement planning
*Creative charitable giving strategies
*Financial planning strategies
*Maximizing retirement plan benefits
*Using intentionally defective grantor trusts
*Tax-planning techniques and savings strategies
*Life insurance | |
| 6/2/2025 | 8:30 a.m. - 4:30 p.m. | Bloomington, MN | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Top Individual Tax Planning Strategies (Webinar) (25WS-0512)25WS-0512 | *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 | |
| 7/3/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Guide to Calculating S Corporation Shareholder Stock and Loan Basis (Webinar) (25WS-0535)25WS-0535 | *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 | |
| 7/9/2025 | 9 - 11 a.m. | Online | 2 CPE (2 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 What Practitioners Need to Know About Estate Planning and Administering a Client's Estate (Webinar) (25WS-0555)25WS-0555 | *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 | |
| 7/11/2025 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's The Most Critical Challenges in Governmental Accounting Today (Webinar) (25WS-0438)25WS-0438 | *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 | |
| 6/23/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Guide to the AICPA Quality Management Standards (Webinar) (25WS-0212)25WS-0212 | *Quality management standards*SAS 146, SSARS No. 26, and SSAE 23*Risk assessment, which forms the basis of the SQM*Monitoring and evaluating the SQM | |
| 5/21/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Forms 7217 and 7203 (Webinar) (25WS-0547)25WS-0547 | *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 | |
| 7/10/2025 | 2 - 4 p.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 Audits of 401(k) Plans: New Developments and Critical Issues (Webinar) (25WS-0445)25WS-0445 | *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 | |
| 6/24/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 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*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 | |
| 9/8/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Privacy and Security Training: Obligations of Confidentiality and Safekeeping (Webinar) (25WS-0366)25WS-0366 | *Obligations of confidentiality and safekeeping*Security best practices to apply beyond work*Likely causes and effects of a large-scale cyberattack*Email security best practices*Remote work security*Mobile device security*Internet of Things (IoT) risks*Public Wi-Fi risk and the importance of using a VPN*Recognizing and avoiding text message/phone call phishing*Data loss prevention (DLP) | |
| 6/12/2025 | 9 - 11 a.m. | Online | 2 CPE (2 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) | |
| Surgent's Marijuana: A Generalized Business Viewpoint (Webinar) (25WS-0391)25WS-0391 | *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 | |
| 6/16/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding Partnership Taxation: PTE Elections, 754 Elections and Selling a Partnership Interest (Webinar) (25WS-0561)25WS-0561 | *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 | |
| 7/11/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (25WS-0870)25WS-0870 | *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 the SECURE 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*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 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 Federal Tax Update (Webinar) (25WS-0433)25WS-0433 | *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 the SECURE 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 | |
| 6/23/2025 | 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) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (25WS-0332)25WS-0332 | *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 the SECURE 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*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 | |
| 6/9/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Public Speaking and Presentation Skills (Webinar) (25WS-0420)25WS-0420 | *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 | |
| 6/18/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 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 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 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 Contract Law for Accounting and Finance Professionals (Webinar) (25WS-0468)25WS-0468 | *Contract formation*The necessary components of an enforceable contract*Common defenses to enforcement*Legal capacity requirements*Contract interpretation | |
| 6/26/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (25WS-0219)25WS-0219 | *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 the SECURE 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*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 | |
| 5/22/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 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 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 Latest Developments in Government and Nonprofit Accounting and Auditing (Webinar) (25WS-0321)25WS-0321 | *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) | |
| 6/6/2025 | 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-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 Successfully Completing a Gift Tax Return: Form 709 (Webinar) (25WS-0546)25WS-0546 | *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 | |
| 7/10/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Hiring and Firing of Employees: What You Can and Cannot Do (Webinar) (25WS-0425)25WS-0425 | *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? | |
| 6/20/2025 | 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-0474)25WS-0474 | *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 | |
| 6/26/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Mastering Client Management for Accounting and Finance Professionals (Webinar) (25WS-0447)25WS-0447 | *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 | |
| 6/24/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 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 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 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) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-0262)25WS-0262 | *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 the SECURE 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 DOL Final Rule*FinCEN reporting requirements under the Corporate Transparency Act*Employee Retention Tax Credit updates*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 5/30/2025 | 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-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 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 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 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 Securing a Comfortable Retirement in the Age of Spending (Webinar) (25WS-0257)25WS-0257 | *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 | |
| 5/29/2025 | 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-0431)25WS-0431 | *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 the SECURE 2.0 Act with a focus on provisions applicable to employers*Thinking beyond Section 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*Section 174 Research & Experimental Expenditures -- new guidance under Notice 2023-63 and Notice 2024-12*FinCEN reporting requirements*A review of like-kind exchange transactions under Section 1031 | |
| 6/21/2025 | 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-0534)25WS-0534 | *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 | |
| 7/9/2025 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-0362)25WS-0362 | *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 the SECURE 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 DOL Final Rule*FinCEN reporting requirements under the Corporate Transparency Act*Employee Retention Tax Credit updates*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 6/12/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Individual and Financial Planning Tax Camp (Webinar) (25WS-0379)25WS-0379 | *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 | |
| 6/13/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Stock vs. Asset Acquisitions of C Corporations (Webinar) (25WS-0480)25WS-0480 | *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 | |
| 6/27/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Top Individual Tax Planning Strategies (Webinar) (25WS-0576)25WS-0576 | *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 | |
| 7/15/2025 | 9 - 11 a.m. | Online | 2 CPE (2 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 |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-0564)25WS-0564 | *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 the SECURE 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 DOL Final Rule*FinCEN reporting requirements under the Corporate Transparency Act*Employee Retention Tax Credit updates*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 | |
| 7/14/2025 | 10:30 a.m. - 6:30 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-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 Annual Accounting and Auditing Update (Webinar) (25WS-0261)25WS-0261 | *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 | |
| 5/30/2025 | 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-0439)25WS-0439 | *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 | |
| 6/23/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Hiring New Workers and Payroll Taxes (Webinar) (25WS-0250)25WS-0250 | *Form W-4*Form I-9*Form W-9*End-of-year compliance*Payroll tax returns*Unemployment insurance | |
| 5/28/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Managing People Through Motivation (Webinar) (25WS-0693)25WS-0693 | *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 | |
| 8/3/2025 | 12:30 - 4 p.m. | Online | 4 CPE (0 tech, 4 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 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 What Tax Practitioners Need to Know About Medicare (Webinar) (25WS-0287)25WS-0287 | *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 | |
| 6/3/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities (Webinar) (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 Top 20 Questions advisers Ask About the SECURE Acts and Other IRA Rules (Webinar) (25WS-0471)25WS-0471 | *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 | |
| 6/26/2025 | 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-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 Examining ASC 842, Leases: More Than Meets the Eye (Webinar) (25WS-0981)25WS-0981 | *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 | |
| 9/12/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 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) | |
| 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 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 | |
| 8/18/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Simply Auditing Not-for-Profits Efficiently (Webinar) (25WS-0508)25WS-0508 | *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.) | |
| 7/2/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 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 Exploring Client Advisory Services: Tax Due Dates and Penalties/Where Do I Need To File? (Webinar) (25WS-0459)25WS-0459 | *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 | |
| 6/25/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties (Webinar) (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 Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services (Webinar) (25WS-0417)25WS-0417 | *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 | |
| 6/18/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 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 Fiduciary Income Tax Returns: Form 1041 Workshop with Filled-in Forms (Webinar) (25WS-0590)25WS-0590 | *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 | |
| 7/17/2025 | 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-0235)25WS-0235 | *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 the SECURE 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*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 | |
| 5/27/2025 | 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-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 Controllership Skills Update: Current Survival Skills (Webinar) (25WS-0572)25WS-0572 | *Changing Role of Financial Professionals*Priorities*Change in mission*Valued-added actions*Strategic Measurements*Common errors and guidelines for improvement*Balanced scorecard*Strategy development and implementation*Budgeting basics and next steps*Risk Management*Recent lessons, including Black Swan events*Defining Enterprise Risk Management (ERM)*Implementation*Developing a Financial Leadership Pipeline*Changing employment environment*Retaining the right employees*Compensation*Hiring process*Capital Projects*Types of projects*Factors affecting capacity*Valuation techniques*Cash management*M&A Activity*Current environment*Controller's role*Strategic questions*Sample transactions*Due diligence*Implementation*Introducing Improvements/Innovation*Getting started*Establishing an environment*Potential first projects*Organizational structure | |
| 7/15/2025 | 1 - 3 p.m. | Online | 2 CPE (1 tech, 1 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 Going Out on Your Own: Entity Types and Accounting Methods (Webinar) (25WS-0358)25WS-0358 | *Financial planning pyramid*What to consider when picking an entity*Single member LLC vs. sole proprietorship*Corporations -- S vs. C*Double taxation | |
| 6/11/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 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 | *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 the SECURE 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 DOL Final Rule*FinCEN reporting requirements under the Corporate Transparency Act*Employee Retention Tax Credit updates*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 Successfully Completing an Income Tax Return for a Trust or Estate: Form 1041 (Webinar) (25WS-0310)25WS-0310 | *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 | |
| 6/5/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality (Webinar) (25WS-0504)25WS-0504 | *AICPA's Enhancing Audit Quality initiative*Recent revisions to Quality Management standards*Feedback from peer reviews, including areas driving deficiencies in audit*Elements of an effective risk assessment and how to link to audit procedures performed*Understanding internal controls and making the decision whether or not to test them*Best practices in documentation | |
| 7/2/2025 | 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-0451)25WS-0451 | *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 | |
| 6/24/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Construction Contractors: Accounting and Financial Reporting Issues (Webinar) (25WS-0214)25WS-0214 | *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 | |
| 5/21/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Federal Tax Update (Webinar) (25WS-1013)25WS-1013 | *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 the SECURE 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 | |
| 9/17/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Tax Research (Webinar) (25WS-0552)25WS-0552 | *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 | |
| 7/10/2025 | 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 Reducing a Business Owner Client's Exposure to Social Security and Self-Employment Taxes (Webinar) (25WS-0587)25WS-0587 | *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 | |
| 7/16/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-0434)25WS-0434 | *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 the SECURE 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 DOL Final Rule*FinCEN reporting requirements under the Corporate Transparency Act*Employee Retention Tax Credit updates*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 6/23/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Tax Planning for Rental Real Estate (Webinar) (25WS-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 Excel for Accountants: Using Excel to Cleanse and Prepare Data (Webinar) (25WS-0244)25WS-0244 | *Automation capabilities of Excel*The "Get & Transform" Tool*Using "Get & Transform" for flattening, splitting and combining data, unpivoting summarized data, and combining CSV exports | |
| 5/28/2025 | 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-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 Engagement and Client Retention Best Practices (Webinar) (25WS-0537)25WS-0537 | *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 | |
| 7/9/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 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 Engagement and Client Retention Best Practices (Webinar) (25WS-0308)25WS-0308 | *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 | |
| 6/5/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's The Most Critical Challenges in Governmental Accounting Today (Webinar) (25WS-0510)25WS-0510 | *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 | |
| 7/3/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Understanding Partnership Taxation: Debt Allocations (Webinar) (25WS-0277)25WS-0277 | *Recourse debt allocations*Constructive liquidation scenarios*Nonrecourse debt allocations*Minimum gains and nonrecourse deductions*Section 704(c) gains*Allocations under 704(c) | |
| 6/2/2025 | 9 - 11 a.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-0408)25WS-0408 | *Key concepts of trusts, including recent trends; best practices; jurisdiction; and ways to avoid pitfalls*Decanting*Federal estate tax exemption and remaining relevance of trusts*Irrevocable life insurance trusts*The role of family dynamics*Choice of trustee and other fiduciaries*State trust-friendly considerations*Charitable trusts*Delaware Statutory Trusts*Powers of attorney*Pet Trusts -- the emerging necessities*State, county, and local issues*Portability*QTIP issues*Creditor considerations*Potential IRA problems*Problems with re-titling assets | |
| 6/17/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Fraud In Single Audits (Webinar) (25WS-0401)25WS-0401 | *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 | |
| 6/17/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Ethics for the Industry Accountant (Webinar) (25WS-0320)25WS-0320 | *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 | |
| 6/6/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| 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 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 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 Individual and Financial Planning Tax Camp (Webinar) (25WS-0299)25WS-0299 | *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 | |
| 6/4/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Depreciation Rules for Bonus and Section 179 Expensing (Webinar) (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 A Complete Guide to Form 1099-K (Webinar) (25WS-0440)25WS-0440 | *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 | |
| 6/23/2025 | 12 - 2 p.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) | |
| Surgent's Audits of 401(k) Plans: New Developments and Critical Issues (Webinar) (25WS-0339)25WS-0339 | *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 | |
| 6/10/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Six Common Barriers to Investment Success (Webinar) (25WS-0467)25WS-0467 | *Availability bias*Herding*Loss aversion*Present bias*Anchoring*Home country bias | |
| 6/26/2025 | 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 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 More Money at the End of the Month: Strategic Ways to Improve Cash Flow (Webinar) (25WS-0516)25WS-0516 | *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 | |
| 7/3/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Schedules K-2 and K-3: Preparation of Forms (Webinar) (25WS-0539)25WS-0539 | *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 | |
| 7/9/2025 | 9 - 11 a.m. | Online | 2 CPE (2 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 Ethics for Tax Professionals (Webinar) (25WS-0522)25WS-0522 | *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? | |
| 7/7/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 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 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 Managing Millennials (Webinar) (25WS-0419)25WS-0419 | *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 | |
| 6/18/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 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 Taxation of the Mobile Workforce (Webinar) (25WS-0443)25WS-0443 | *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? | |
| 6/23/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 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 Business Writing: Professional and Effective Emails (Webinar) (25WS-0220)25WS-0220 | *Preparing to write: what is my purpose and objective and who is my audience*When email is the appropriate communication methodology and when it's not*Common email mistakes and how to avoid them*Proven techniques for writing more efficient, readable, and outcome-focused emails | |
| 5/22/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Forms 7217 and 7203 (Webinar) (25WS-0297)25WS-0297 | *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 | |
| 6/4/2025 | 12 - 2 p.m. | Online | 2 CPE (2 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 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) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-0213)25WS-0213 | *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 the SECURE 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 DOL Final Rule*FinCEN reporting requirements under the Corporate Transparency Act*Employee Retention Tax Credit updates*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 5/21/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 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 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 Unique Tax Attributes of Different Entity Types (Webinar) (25WS-0486)25WS-0486 | *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? | |
| 6/30/2025 | 9 - 11 a.m. | Online | 2 CPE (2 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 the Yellow Book (Webinar) (25WS-0352)25WS-0352 | *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 | |
| 6/11/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-0493)25WS-0493 | *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 the SECURE 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 DOL Final Rule*FinCEN reporting requirements under the Corporate Transparency Act*Employee Retention Tax Credit updates*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 | |
| 7/1/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Assessing the Risk of Fraud in a Financial Statement Audit (Webinar) (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 Predicting Future Financial Issues Facing the Financial Executive (Webinar) (25WS-0222)25WS-0222 | *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 | |
| 5/22/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (4 tech, 4 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 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 Section 199A: Schedule K-1 Reporting by Relevant Pass-Through Entities (Webinar) (25WS-0347)25WS-0347 | *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 | |
| 6/10/2025 | 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 Introduction to Required Minimum Distributions (Webinar) (25WS-0372)25WS-0372 | *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 | |
| 6/12/2025 | 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 Critical Conversations (Webinar) (25WS-0350)25WS-0350 | *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 | |
| 6/11/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Weekly Expert Hour (Webinar) (25WS-0314)25WS-0314 | *Each week's topics will change based on the most critical issues affecting financial professionals | |
| 6/5/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Data Security: Best Practices to Protect Your Business and Yourself (Webinar) (25WS-0536)25WS-0536 | *Ethical duty to safeguard employee, client, and litigant data*Common threats, including phishing, ransomware, and bad password management*Security management of business and personal electronic devices*Best practices for creating and securing passwords*Insight into how our personal information is exploited in our daily lives | |
| 7/9/2025 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (Webinar) (25WS-0494)25WS-0494 | *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 | |
| 7/1/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 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 Exploring Business Valuation Fundamentals (Webinar) (25WS-0502)25WS-0502 | *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 | |
| 7/2/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Handling Difficult People (Webinar) (25WS-0285)25WS-0285 | *Be familiar with the nature and sources of difficult behaviors in the workplace, as well as strategies for addressing them*Understand a proven formula for handling difficult people*Utilize a problem-solving model to brainstorm strategies for working effectively with challenging individuals*Implement a step-by-step process to resolve conflicts between yourself and others within your organization*Apply the hostility curve as a tool to maintain control in situations involving angry or upset individuals*Implement new strategies for managing your emotions in difficult interactions*Understand the impact of attitude on interactions with others*Create a personalized action plan for applying course strategies in your workplace | |
| 6/3/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 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 | *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 the SECURE 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 DOL Final Rule*FinCEN reporting requirements under the Corporate Transparency Act*Employee Retention Tax Credit updates*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) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (25WS-0501)25WS-0501 | *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 the SECURE 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*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 | |
| 7/2/2025 | 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-0570)25WS-0570 | *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 | |
| 7/14/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Business Writing: Professional and Effective Emails (Webinar) (25WS-0527)25WS-0527 | *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 | |
| 7/8/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 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 Understanding S Corporation Taxation: Shareholder Basis, AAA and Retained Earnings (Webinar) (25WS-0421)25WS-0421 | *S corporation earnings layers*Observations on earnings layers*S corporation basis calculation*IRC 351 transactions*Four loss tiers*Appreciated property distributions | |
| 6/18/2025 | 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-0406)25WS-0406 | *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 | |
| 6/17/2025 | 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-0384)25WS-0384 | *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 | |
| 6/13/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 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 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 Representing a Client in an IRS Audit (Webinar) (25WS-0381)25WS-0381 | *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 | |
| 6/13/2025 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing (Webinar) (25WS-0370)25WS-0370 | *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) | |
| 6/12/2025 | 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-0392)25WS-0392 | *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 | |
| 6/16/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Lessons Learned From Recent Accounting Malpractice Actions (Webinar) (25WS-0432)25WS-0432 | *Common instances of accounting malpractice *Current claim trends*Frequent defenses to claims*Statute of limitations*Damages*Claims by practice area | |
| 6/23/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 1 Ethics |
| 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 Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (25WS-0503)25WS-0503 | *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 | |
| 7/2/2025 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Establishing State Residency and Saving Your Clients Money (Webinar) (25WS-0595)25WS-0595 | *Typical provisions in state statutes regarding domicile and residency*In depth analysis of domicile and residency definitions*Issues regarding one's permanent abode*Analysis of jurisdiction where taxpayer has the greatest connections*Detailed discussion of criteria used to establish domicile and residency | |
| 7/17/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Coaching Skills for Managers and Supervisors (Webinar) (25WS-0521)25WS-0521 | *The definition of "coaching" and the coaching process*Characteristics of effective coaches*Coaching strategies to support and assist others as they change ineffective behaviors*Conducting one-on-one coaching sessions for setting goals and improving performance | |
| 7/7/2025 | 8 - 11:30 a.m. | Online | 4 CPE (0 tech, 4 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 Schedules K-2 and K-3: Preparation of Forms (Webinar) (25WS-0473)25WS-0473 | *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 | |
| 6/26/2025 | 12 - 2 p.m. | Online | 2 CPE (2 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-0532)25WS-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 the SECURE 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*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 | |
| 7/9/2025 | 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-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) | |
| Surgent's Top Business Tax Planning Strategies (Webinar) (25WS-0375)25WS-0375 | *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 | |
| 6/13/2025 | 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-0458)25WS-0458 | *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 | |
| 6/25/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding Partnership Taxation: Debt Allocations (Webinar) (25WS-0598)25WS-0598 | *Recourse debt allocations*Constructive liquidation scenarios*Nonrecourse debt allocations*Minimum gains and nonrecourse deductions*Section 704(c) gains*Allocations under 704(c) | |
| 7/17/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (25WS-0604)25WS-0604 | *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 the SECURE 2.0 Act with a focus on provisions applicable to employers*Thinking beyond Section 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*Section 174 Research & Experimental Expenditures -- new guidance under Notice 2023-63 and Notice 2024-12*FinCEN reporting requirements*A review of like-kind exchange transactions under Section 1031 | |
| 7/18/2025 | 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-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 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 Business Law for Small Business Owners (Webinar) (25WS-0489)25WS-0489 | *Contract principles*Legal issues related to various types of business organizations*Worker classification*Employee rights and the duties of employers*Real property law | |
| 6/30/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Lessons Learned from Successful Companies (Webinar) (25WS-0405)25WS-0405 | *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 | |
| 6/17/2025 | 9 - 11 a.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) | |
| Surgent's Industry Accountant Key Performance Metrics (Webinar) (25WS-0549)25WS-0549 | *Key tools used by businesses and financial professionals across the globe to measure performance*Detailed, real-world examples of businesses utilizing these tools | |
| 7/10/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-1014)25WS-1014 | *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 the SECURE 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 DOL Final Rule*FinCEN reporting requirements under the Corporate Transparency Act*Employee Retention Tax Credit updates*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 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 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 Guide to the AICPA Quality Management Standards (Webinar) (25WS-0305)25WS-0305 | *Quality management standards*SAS 146, SSARS No. 26, and SSAE 23*Risk assessment, which forms the basis of the SQM*Monitoring and evaluating the SQM | |
| 6/5/2025 | 9 - 11 a.m. | Online | 2 CPE (2 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 Marijuana: A Generalized Business Viewpoint (Webinar) (25WS-0585)25WS-0585 | *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 | |
| 7/16/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (25WS-0328)25WS-0328 | *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 the SECURE 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*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 | |
| 6/7/2025 | 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-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 Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (25WS-0385)25WS-0385 | *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 | |
| 6/14/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 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 Anatomy of a Ransomware Event and Incident Response (Webinar) (25WS-0295)25WS-0295 | *What is ransomware?*The growing threat of ransomware -- statistics*Remote working and COVID-19*Ransomware infection process*Incident response protocol*Business considerations*Legal considerations*Breach notification obligations*Steps to protect against malware*Tabletop exercise | |
| 6/4/2025 | 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 Predicting Future Financial Issues Facing the Financial Executive (Webinar) (25WS-0596)25WS-0596 | *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 | |
| 7/17/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (4 tech, 4 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 Introduction to Forensic Accounting (Webinar) (25WS-0478)25WS-0478 | *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 | |
| 6/27/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Top Individual Tax Planning Strategies (Webinar) (25WS-0404)25WS-0404 | *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 | |
| 6/17/2025 | 12 - 2 p.m. | Online | 2 CPE (2 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 Top 20 Questions advisers Ask About the SECURE Acts and Other IRA Rules (Webinar) (25WS-0300)25WS-0300 | *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 | |
| 6/4/2025 | 1 - 3 p.m. | Online | 2 CPE (2 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 Unconscious Bias for Managers, Supervisors and Executives (Webinar) (25WS-0331)25WS-0331 | *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. | |
| 6/9/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 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 Tax Reporting for Executive Compensation (Webinar) (25WS-0367)25WS-0367 | *Nonqualified deferred compensation (NQDC)*Nonqualified stock options (NQSOs)*Incentive stock options (ISOs)*Restricted stock/restricted stock units (RSUs)*Stock appreciation rights (SARs) and phantom stock*Employee stock purchase plans (ESPPs)*Applicable tax forms and schedules*Stock sale reporting*Estimated taxes*Filing deadlines and extensions*State taxation | |
| 6/12/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Perplexing Financial and Economic Issues for the CFO/Controller (Webinar) (25WS-0238)25WS-0238 | *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 | |
| 5/27/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area (Webinar) (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 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 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) | |
| Surgent's Individual and Financial Planning Tax Camp (Webinar) (25WS-0491)25WS-0491 | *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 | |
| 6/30/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's What Tax Practitioners Need to Know About Medicare (Webinar) (25WS-0577)25WS-0577 | *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 | |
| 7/15/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (25WS-0671)25WS-0671 | *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 the SECURE 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*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 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 Representing a Client in an IRS Audit (Webinar) (25WS-0507)25WS-0507 | *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 | |
| 7/2/2025 | 8 - 11 a.m. | Online | 3 CPE (3 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 Coaching Skills for Managers and Supervisors (Webinar) (25WS-0272)25WS-0272 | *The definition of "coaching" and the coaching process*Characteristics of effective coaches*Coaching strategies to support and assist others as they change ineffective behaviors*Conducting one-on-one coaching sessions for setting goals and improving performance | |
| 6/2/2025 | 12 - 3:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Weekly Expert Hour (Webinar) (25WS-0515)25WS-0515 | *Each week's topics will change based on the most critical issues affecting financial professionals | |
| 7/3/2025 | 1 - 2 p.m. | Online | 1 CPE (1 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*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 Perplexing Financial and Economic Issues for the CFO/Controller (Webinar) (25WS-0416)25WS-0416 | *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 | |
| 6/18/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Improving Your Profits: Identifying Cost Cutting Opportunities (Webinar) (25WS-0498)25WS-0498 | *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 | |
| 7/1/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients (Webinar) (25WS-0396)25WS-0396 | *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 | |
| 6/16/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers (Webinar) (25WS-0597)25WS-0597 | *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 | |
| 7/17/2025 | 8 - 11:30 a.m. | Online | 4 CPE (2 tech, 2 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 Taxation of Partnership Distributions and Sales of Partnership Interests (Webinar) (25WS-0336)25WS-0336 | *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 | |
| 6/9/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 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 A Guide to Nonqualified Deferred Compensation (Webinar) (25WS-0215)25WS-0215 | *The basics of nonqualified deferred compensation (NQDC)*NQDC compliance*Taxation of NQDC plans*Types of NQDC plans*Financing/funding NQDC plans*Planning strategies | |
| 5/21/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them (Webinar) (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 What Tax Practitioners Need to Know About Medicare (Webinar) (25WS-0462)25WS-0462 | *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 | |
| 6/25/2025 | 9 - 11 a.m. | Online | 2 CPE (2 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 Construction Contractors: Accounting and Financial Reporting Issues (Webinar) (25WS-0307)25WS-0307 | *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 | |
| 6/5/2025 | 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-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 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 Excel Budgeting Ideas (Webinar) (25WS-0496)25WS-0496 | *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 | |
| 7/1/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 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 Time Management for Professionals (Webinar) (25WS-0249)25WS-0249 | *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 | |
| 5/28/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 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 Top Ten Questions from Partnership Clients Regarding the Section 754 Election (Webinar) (25WS-0571)25WS-0571 | *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? | |
| 7/14/2025 | 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-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 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 Assessing the Risk of Fraud in a Financial Statement Audit (Webinar) (25WS-0492)25WS-0492 | *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 | |
| 7/1/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 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 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 The Essential Multistate Tax Update (Webinar) (25WS-0568)25WS-0568 | *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 | |
| 7/14/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 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 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 Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties (Webinar) (25WS-0290)25WS-0290 | *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 | |
| 6/3/2025 | 9 - 11 a.m. | Online | 2 CPE (2 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 Virtual Currency: Keeping Up with the Tax Code (Webinar) (25WS-0580)25WS-0580 | *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 | |
| 7/15/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Key Partnership and S Corporation Tax Planning Strategies (Webinar) (25WS-0593)25WS-0593 | *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 | |
| 7/17/2025 | 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-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 2025 Tax Update for Client Advisory Services (Webinar) (25WS-0553)25WS-0553 | *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 | |
| 7/10/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Top Business Tax Planning Strategies (Webinar) (25WS-0437)25WS-0437 | *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 | |
| 6/23/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Annual Tax-Planning Guide for S Corporations, Partnerships, and LLCs (Webinar) (25WS-0325)25WS-0325 | *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 | |
| 6/6/2025 | 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-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 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 Controllership Skills Update: Risk Management (Webinar) (25WS-0556)25WS-0556 | *Rethinking Risk Management*Historic view*Challenges*Rules*Recent lessons*Required skills*Sources of Risk*Economy*Competitors*Operations*Investments*Strategy*Compensation*Routine practices*Unethical behavior*Enterprise Risk Management (ERM)*Defining ERM*Areas of focus*Implementation*Planning for disasters*Business continuity*Contingencies*Analytical Tools*Post-completion evaluations*Simulation*Z-score*Hedging*Brainstorming*Mind mapping*Delphi technique | |
| 7/11/2025 | 12 - 2 p.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| Surgent's Management Fundamentals (Webinar) (25WS-0506)25WS-0506 | *What it takes to be effective as a manager*Exploring the challenges that get in the way*Looking at the driving forces that have evolved how managers engage with employees today*Motivating employees of multi-generations*Twelve practices that can be adopted to influence employees to become more engaged*Identifying what it takes to develop employees*Delegation and accountability | |
| 7/2/2025 | 8 - 11:30 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (25WS-0430)25WS-0430 | *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 | |
| 6/21/2025 | 8 a.m. - 4 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 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 Reasonable Suspicion (Webinar) (25WS-0479)25WS-0479 | *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 | |
| 6/27/2025 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 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 Predicting Future Financial Issues Facing the Financial Executive (Webinar) (25WS-0368)25WS-0368 | *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 | |
| 6/12/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (4 tech, 4 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 Guide to Partner Capital Account Reporting (Webinar) (25WS-0296)25WS-0296 | *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 | |
| 6/4/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Introduction to Forensic Accounting (Webinar) (25WS-0575)25WS-0575 | *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 | |
| 7/15/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 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) | |
| Surgent's Critical Issues Involving Taxation of Construction Contractors (Webinar) (25WS-0407)25WS-0407 | *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 | |
| 6/17/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Ethics for Tax Professionals (Webinar) (25WS-0388)25WS-0388 | *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? | |
| 6/16/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit (Webinar) (25WS-0400)25WS-0400 | *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 | |
| 6/17/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Opportunities in the Metaverse for Accounting and Other Professionals (Webinar) (25WS-0790)25WS-0790 | *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 | |
| 8/18/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Liquidation of Flow-Through Entities for LLCs and Partnerships (Webinar) (25WS-0523)25WS-0523 | *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 | |
| 7/7/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Real Estate Taxation: Critical Considerations (Webinar) (25WS-0225)25WS-0225 | *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 | |
| 5/22/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Annual Update for Defined Contribution Plans (Webinar) (25WS-0514)25WS-0514 | *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 | |
| 7/3/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Auditing 401(k) Plans: Critical Issues and Annual Update (Webinar) (25WS-0270)25WS-0270 | *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 | |
| 6/2/2025 | 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-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) | |
| The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (25WS-0750)25WS-0750 | *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 the SECURE 2.0 Act with a focus on provisions applicable to employers*Thinking beyond Section 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*Section 174 Research & Experimental Expenditures -- new guidance under Notice 2023-63 and Notice 2024-12*FinCEN reporting requirements*A review of like-kind exchange transactions under Section 1031 | |
| 8/12/2025 | 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-0256)25WS-0256 | *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 | |
| 5/29/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's What Tax Practitioners Need to Know About Medicare (Webinar) (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 Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues (Webinar) (25WS-0281)25WS-0281 | *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 | |
| 6/2/2025 | 12 - 2 p.m. | Online | 2 CPE (1 tech, 1 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 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 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 S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (25WS-0242)25WS-0242 | *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 the SECURE 2.0 Act with a focus on provisions applicable to employers*Thinking beyond Section 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*Section 174 Research & Experimental Expenditures -- new guidance under Notice 2023-63 and Notice 2024-12*FinCEN reporting requirements*A review of like-kind exchange transactions under Section 1031 | |
| 5/28/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Preparing Not-for-Profit Financial Statements (Webinar) (25WS-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 Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes (Webinar) (25WS-0278)25WS-0278 | *Reasonable compensation*Fringe benefits for S corporation shareholders*Built-in gains tax*Excess passive income tax*Notice 2020-75: PTE elections | |
| 6/2/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Getting Ahead: The Art of Marketing for CPAs (Webinar) (25WS-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 Progressive Discipline and Termination (Webinar) (25WS-0426)25WS-0426 | *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 | |
| 6/20/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Business Writing: Professional and Effective Emails (Webinar) (25WS-0455)25WS-0455 | *Preparing to write: what is my purpose and objective and who is my audience*When email is the appropriate communication methodology and when it's not*Common email mistakes and how to avoid them*Proven techniques for writing more efficient, readable, and outcome-focused emails | |
| 6/25/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 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 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 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 Introduction to Forensic Accounting (Webinar) (25WS-0301)25WS-0301 | *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 | |
| 6/4/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Basis Shifting: Final Regulations (Webinar) (25WS-0363)25WS-0363 | *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? | |
| 6/12/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs (Webinar) (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 S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (25WS-0283)25WS-0283 | *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 the SECURE 2.0 Act with a focus on provisions applicable to employers*Thinking beyond Section 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*Section 174 Research & Experimental Expenditures -- new guidance under Notice 2023-63 and Notice 2024-12*FinCEN reporting requirements*A review of like-kind exchange transactions under Section 1031 | |
| 6/3/2025 | 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-0422)25WS-0422 | *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 | |
| 6/20/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-0639)25WS-0639 | *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 the SECURE 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 DOL Final Rule*FinCEN reporting requirements under the Corporate Transparency Act*Employee Retention Tax Credit updates*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 Schedules K-2 and K-3: Filing Requirements (Webinar) (25WS-0584)25WS-0584 | *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 | |
| 7/16/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Opportunities in the Metaverse for Accounting and Other Professionals (Webinar) (25WS-0617)25WS-0617 | *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 | |
| 7/21/2025 | 2 - 4 p.m. | Online | 2 CPE (2 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 Successfully Completing a Gift Tax Return: Form 709 (Webinar) (25WS-0344)25WS-0344 | *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 | |
| 6/10/2025 | 3 - 5 p.m. | Online | 2 CPE (2 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) | |
| The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (25WS-0349)25WS-0349 | *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 the SECURE 2.0 Act with a focus on provisions applicable to employers*Thinking beyond Section 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*Section 174 Research & Experimental Expenditures -- new guidance under Notice 2023-63 and Notice 2024-12*FinCEN reporting requirements*A review of like-kind exchange transactions under Section 1031 | |
| 6/11/2025 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Tax Loss Limitations Imposed on Individuals and Pass-through Entities (Webinar) (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 Top Business Tax Planning Strategies (Webinar) (25WS-0526)25WS-0526 | *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 | |
| 7/8/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Depreciation Rules for Bonus and Section 179 Expensing (Webinar) (25WS-0265)25WS-0265 | *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 | |
| 5/30/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's IRS Tax Examinations and Hot Issues (Webinar) (25WS-0335)25WS-0335 | *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 | |
| 6/9/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 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*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 | |
| 8/19/2025 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality (Webinar) (25WS-0582)25WS-0582 | *AICPA's Enhancing Audit Quality initiative*Recent revisions to Quality Management standards*Feedback from peer reviews, including areas driving deficiencies in audit*Elements of an effective risk assessment and how to link to audit procedures performed*Understanding internal controls and making the decision whether or not to test them*Best practices in documentation | |
| 7/16/2025 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (4 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 Succession Planning for the Small Business Owner: Finding the Exit Ramp (Webinar) (25WS-0412)25WS-0412 | *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 | |
| 6/18/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Government and Nonprofit Frauds and Controls to Stop Them (Webinar) (25WS-0460)25WS-0460 | *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 | |
| 6/25/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 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 | *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 the SECURE 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*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 Accounting and Auditing Update (Webinar) (25WS-0524)25WS-0524 | *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 | |
| 7/8/2025 | 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-0548)25WS-0548 | *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 | |
| 7/10/2025 | 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 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 Perplexing Financial and Economic Issues for the CFO/Controller (Webinar) (25WS-0505)25WS-0505 | *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 | |
| 7/2/2025 | 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 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 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 Individual and Financial Planning Tax Camp (Webinar) (25WS-0403)25WS-0403 | *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 | |
| 6/17/2025 | 10:30 a.m. - 6:30 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 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) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-0411)25WS-0411 | *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 the SECURE 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 DOL Final Rule*FinCEN reporting requirements under the Corporate Transparency Act*Employee Retention Tax Credit updates*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 6/18/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 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 Getting Ahead: The Art of Marketing for CPAs (Webinar) (25WS-0282)25WS-0282 | *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 | |
| 6/3/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Business Law Essentials for Practitioners and Controllers (Webinar) (25WS-0341)25WS-0341 | *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 | |
| 6/10/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Real Estate Taxation: Critical Considerations (Webinar) (25WS-0382)25WS-0382 | *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 | |
| 6/13/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 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 The CMA's Guide to Project Management (Webinar) (25WS-0371)25WS-0371 | *Establishing a system: identifying forces that support the status quo; setting milestones and goals; the role of the CMA*Necessary first steps: set a framework for the project's activities; identify needed resources; obtain support; decide on a structure; establish a team for a specific project; identify necessary team skill sets*Project evaluation: analytical tools, strategic evaluation; sources of risk*Maintaining focus: monitoring and measuring results; keeping to the project's scope*Avoiding frequent traps: sunk costs; financing pitfalls; project creep; tunnel vision; failure to integrate the team's work internally and/or the final project with the remaining organization *Introduction and examples of analytical tools throughout the session: mapping; CPM; Gantt charts; benchmarking; Pareto analysis; PESTLE analysis; valuation techniques; post-completion evaluations | |
| 6/12/2025 | 12 - 2 p.m. | Online | 2 CPE (1 tech, 1 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 Successfully Completing an Estate Tax Return: Form 706 (Webinar) (25WS-0343)25WS-0343 | *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 | |
| 6/10/2025 | 1 - 3 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 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 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*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 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) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-0517)25WS-0517 | *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 the SECURE 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 DOL Final Rule*FinCEN reporting requirements under the Corporate Transparency Act*Employee Retention Tax Credit updates*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 | |
| 7/7/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 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) | |
| 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 Fiduciary Income Tax Returns: Form 1041 Workshop with Filled-in Forms (Webinar) (25WS-0251)25WS-0251 | *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 | |
| 5/29/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Skills to Enhance Personal and Professional Networks (Webinar) (25WS-0288)25WS-0288 | *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 | |
| 6/3/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 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 Fiduciary Income Tax Returns: Form 1041 Workshop with Filled-in Forms (Webinar) (25WS-0397)25WS-0397 | *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 | |
| 6/17/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 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 More Money at the End of the Month: Strategic Ways to Improve Cash Flow (Webinar) (25WS-0452)25WS-0452 | *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 | |
| 6/24/2025 | 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) | |
| Surgent's Guide to Calculating S Corporation Shareholder Stock and Loan Basis (Webinar) (25WS-0273)25WS-0273 | *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 | |
| 6/2/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Raising Financially Capable Children (Webinar) (25WS-0289)25WS-0289 | *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 | |
| 6/3/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-0466)25WS-0466 | *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 the SECURE 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 DOL Final Rule*FinCEN reporting requirements under the Corporate Transparency Act*Employee Retention Tax Credit updates*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 6/26/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Federal Tax Update (Webinar) (25WS-0525)25WS-0525 | *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 the SECURE 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 | |
| 7/8/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's U.S. Taxation of Foreign Corporations: A Case Study Approach (Webinar) (25WS-0359)25WS-0359 | *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 | |
| 6/11/2025 | 1 - 4 p.m. | Online | 3 CPE (3 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) | |
| 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 Real Estate for Accounting and Finance Professionals (Webinar) (25WS-0323)25WS-0323 | *Rental income and expense calculation and reporting*Deciphering Schedule E (Form 1040)*Nuances of vacation home rules*Passive activity loss rules: foundations and implications*Active vs. material participation in rental activities*Tax reporting: how to group passive activities*Limitations on passive losses: at-risk rules and deductions*Classifying rental real estate activities*Navigating exceptions in rental real estate taxation | |
| 6/6/2025 | 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 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 Examining ASC 842, Leases: More Than Meets the Eye (Webinar) (25WS-0994)25WS-0994 | *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 | |
| 9/15/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Going Out on Your Own: Entity Types and Accounting Methods (Webinar) (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 Government and Nonprofit Frauds and Controls to Stop Them (Webinar) (25WS-0309)25WS-0309 | *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 | |
| 6/5/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Managing Up the Ladder (Webinar) (25WS-0449)25WS-0449 | *Influence, persuasion, and power*Navigating without position power | |
| 6/24/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 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 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 Examining ASC 842, Leases: More Than Meets the Eye (Webinar) (25WS-0699)25WS-0699 | *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 | |
| 8/4/2025 | 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 Understanding Non-Compete Agreements (Webinar) (25WS-0409)25WS-0409 | *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 | |
| 6/17/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Weekly Expert Hour (Webinar) (25WS-0374)25WS-0374 | *Each week's topics will change based on the most critical issues affecting financial professionals | |
| 6/12/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Understanding How the IRS Rewards Whistleblowers (Webinar) (25WS-0482)25WS-0482 | *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 | |
| 6/27/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Implementing Subscription Pricing to Your Practice (Webinar) (25WS-0279)25WS-0279 | *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 | |
| 6/2/2025 | 1 - 3 p.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 Preparing Not-for-Profit Financial Statements (Webinar) (25WS-0243)25WS-0243 | *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 | |
| 5/28/2025 | 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-0544)25WS-0544 | *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 | |
| 7/9/2025 | 9 a.m. - 5 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-0304)25WS-0304 | *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 | |
| 6/5/2025 | 9 a.m. - 5 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 Shades Of Gray: Practicing Before The Internal Revenue Service - Circular 230 - Current State (Webinar) (25WS-0333)25WS-0333 | *Office of Professional Responsibility -- Authority and Procedures*Current status of the regulations governing tax practice before the IRS (Circular 230 Rev. 6/2014)*In depth coverage of the various Due Diligence obligations of tax professionals*Overview of other key Circular 230 provisions*Practitioner responsibilities to their clients and to the Tax Administration System*Best Practices for all tax professionals | |
| 6/9/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 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 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 Strategies for Maximizing Social Security Benefits (Webinar) (25WS-0441)25WS-0441 | *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 | |
| 6/23/2025 | 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 Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (25WS-0594)25WS-0594 | *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 | |
| 7/17/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 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 Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (25WS-0413)25WS-0413 | *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 | |
| 6/18/2025 | 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-0245)25WS-0245 | *Creating a data model/Power Pivot*Building PivotTables from multiple tables*Creating Measures*Using named sets | |
| 5/28/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 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 Working Remotely: Best Practices, Challenges and Opportunities (Webinar) (25WS-0589)25WS-0589 | *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 | |
| 7/16/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 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 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 Improving Your Profits: Identifying Cost Cutting Opportunities (Webinar) (25WS-0302)25WS-0302 | *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 | |
| 6/4/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 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 The Risks and Benefits of ChatGPT and Artificial Intelligence (Webinar) (25WS-0511)25WS-0511 | *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 | |
| 7/3/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs (Webinar) (25WS-0551)25WS-0551 | *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 | |
| 7/10/2025 | 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-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 Choosing the Right Business Entity (Webinar) (25WS-0317)25WS-0317 | *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 | |
| 6/6/2025 | 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-0303)25WS-0303 | *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 | |
| 6/4/2025 | 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-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 Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties (Webinar) (25WS-0578)25WS-0578 | *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 | |
| 7/15/2025 | 1 - 3 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 Handbook for Mastering Basis, Distributions and Loss Limitation Issues for S Corporations, LLCs and Partnerships (Webinar) (25WS-0286)25WS-0286 | *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 | |
| 6/3/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Ethical Considerations for the CPA (Webinar) (25WS-0573)25WS-0573 | *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 | |
| 7/15/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| 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 Time Management for Professionals (Webinar) (25WS-0442)25WS-0442 | *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 | |
| 6/23/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Annual Update for Defined Contribution Plans (Webinar) (25WS-0395)25WS-0395 | *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 | |
| 6/16/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding Partnership Taxation: PTE Elections, 754 Elections and Selling a Partnership Interest (Webinar) (25WS-0450)25WS-0450 | *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 | |
| 6/24/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's A Guide to Nonqualified Deferred Compensation (Webinar) (25WS-0463)25WS-0463 | *The basics of nonqualified deferred compensation (NQDC)*NQDC compliance*Taxation of NQDC plans*Types of NQDC plans*Financing/funding NQDC plans*Planning strategies | |
| 6/25/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Excel: Mastering PivotTables (Webinar) (25WS-0275)25WS-0275 | *Explore PivotTable capabilities and functionality*Retrieve data from a database and feed it into the PivotTable*Pull web tables from web pages into Excel | |
| 6/2/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Audits of 401(k) Plans: New Developments and Critical Issues (Webinar) (25WS-0563)25WS-0563 | *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 | |
| 7/14/2025 | 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-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 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 Data Analytics Toolkit: Tools and Applications (Webinar) (25WS-0342)25WS-0342 | *Definition of Data Analytics*Assessing your organization's current status and establishing an environment for success*Financial staff's core activities*Common uses of analytics and current examples*Behavioral forces that impact decisions*Examples of inaccurate forecasts*Identifying strategic measurements (KPIs)*Improving budgeting and forecasting and addressing Black Swan events*Collecting and using data from traditional and non-traditional data sources*Statistical tools, including Median, Mode, Moving average, Ratio analysis, Pareto analysis, Rolling forecast, Mission-based budgeting, Trend analysis, Regression, Z-Score (public and private organizations), and Simulation*Analytical techniques, including Brainstorming, Mind mapping, and Delphi technique*Software tools that are readily available and can assist in visually exploring data; expanding the scope of available data, as well as collecting, analyzing and presenting results (including Dashboards)*Specific ideas for using Data Analytics, including immediate opportunities and areas for further consideration*Expanded lists of readings and next level software for a participants' future reference | |
| 6/10/2025 | 9 - 11 a.m. | Online | 2 CPE (2 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 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 Basic Estate Administration for CPAs and FAs (Webinar) (25WS-0361)25WS-0361 | *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 | |
| 6/12/2025 | 9 - 11 a.m. | Online | 2 CPE (2 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 Annual Accounting and Auditing Update (Webinar) (25WS-0234)25WS-0234 | *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 | |
| 5/27/2025 | 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-0267)25WS-0267 | *Financial planning pyramid*What to consider when picking an entity*Single member LLC vs. sole proprietorship*Corporations -- S vs. C*Double taxation | |
| 5/30/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 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 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 Individual and Financial Planning Tax Camp (Webinar) (25WS-0329)25WS-0329 | *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 | |
| 6/7/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 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 Excel Budgeting Ideas (Webinar) (25WS-0274)25WS-0274 | *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 | |
| 6/2/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 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) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (25WS-0592)25WS-0592 | *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 the SECURE 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*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 | |
| 7/17/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 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 Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business (Webinar) (25WS-0236)25WS-0236 | *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 | |
| 5/27/2025 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Successful Communication (Webinar) (25WS-0258)25WS-0258 | *The communication process and barriers that get in the way*Techniques for overcoming barriers*Understanding and self-assessment of each component of the communication process*Gaining skills to listen more effectively, especially in stressful situations with heightened emotions*Action plan to apply techniques in the workplace for communication success | |
| 5/29/2025 | 12:30 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Integrated Planning, Forecasting and Budgeting for Organizational Success (Webinar) (25WS-0380)25WS-0380 | *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 | |
| 6/13/2025 | 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-0223)25WS-0223 | *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 | |
| 5/22/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Ethics for Tax Professionals (Webinar) (25WS-0255)25WS-0255 | *What does practicing before the IRS mean?*Who may practice before the IRS?*What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return?*May a tax preparer rely on the work of other tax return preparers?*May a tax preparer rely on and use client-provided information?*Standards associated with giving advice to clients*Abolition of the disclaimer requirement*When must a tax preparer examine a client's books and records? | |
| 5/29/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (25WS-0268)25WS-0268 | *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 the SECURE 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*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 | |
| 5/31/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Annual Update for Defined Contribution Plans (Webinar) (25WS-0280)25WS-0280 | *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 | |
| 6/2/2025 | 12 - 2 p.m. | Online | 2 CPE (2 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 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 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 Top Ten Questions from Partnership Clients Regarding the Section 754 Election (Webinar) (25WS-0427)25WS-0427 | *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? | |
| 6/20/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Best Practices in Not-for-Profit Accounting and Reporting (Webinar) (25WS-0435)25WS-0435 | *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 | |
| 6/23/2025 | 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-0454)25WS-0454 | *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 the SECURE 2.0 Act with a focus on provisions applicable to employers*Thinking beyond Section 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*Section 174 Research & Experimental Expenditures -- new guidance under Notice 2023-63 and Notice 2024-12*FinCEN reporting requirements*A review of like-kind exchange transactions under Section 1031 | |
| 6/25/2025 | 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-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 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 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 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 | *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 the SECURE 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 DOL Final Rule*FinCEN reporting requirements under the Corporate Transparency Act*Employee Retention Tax Credit updates*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 Mastering the Basics of Inventory Accounting (Webinar) (25WS-0345)25WS-0345 | *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 | |
| 6/10/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 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 Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know (Webinar) (25WS-0324)25WS-0324 | *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 | |
| 6/6/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 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 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) | |
| 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 Shades Of Gray: Practicing Before The Internal Revenue Service - Circular 230 - Current State (Webinar) (25WS-0456)25WS-0456 | *Office of Professional Responsibility -- Authority and Procedures*Current status of the regulations governing tax practice before the IRS (Circular 230 Rev. 6/2014)*In depth coverage of the various Due Diligence obligations of tax professionals*Overview of other key Circular 230 provisions*Practitioner responsibilities to their clients and to the Tax Administration System*Best Practices for all tax professionals | |
| 6/25/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them (Webinar) (25WS-0429)25WS-0429 | *Overview of estate planning*The dangers of a Power of Attorney*The most important aspect of a will*Role, scope, rights, and responsibilities of an executor*Benefits of incorporating a trust*Bequests*Caring for a pet*Claims against the estate*Insurance*Consequences of poor estate planning | |
| 6/20/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 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 Food, Beverage and Entertainment Expensing (Webinar) (25WS-0469)25WS-0469 | *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 | |
| 6/26/2025 | 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-0569)25WS-0569 | *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 | |
| 7/14/2025 | 8 - 11:30 a.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-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 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) | |
| 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 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 Home Office Rules (Webinar) (25WS-0448)25WS-0448 | *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 | |
| 6/24/2025 | 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-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 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 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 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 | *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 the SECURE 2.0 Act with a focus on provisions applicable to employers*Thinking beyond Section 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*Section 174 Research & Experimental Expenditures -- new guidance under Notice 2023-63 and Notice 2024-12*FinCEN reporting requirements*A review of like-kind exchange transactions under Section 1031 | |
| 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 Emotional Intelligence (Webinar) (25WS-0237)25WS-0237 | *Self-awareness*Self-regulation & motivation*Empathy*Managing relationships | |
| 5/27/2025 | 12:30 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Achieving High Levels of Compliance and Customer Service in Your Organization (Webinar) (25WS-0351)25WS-0351 | *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 | |
| 6/11/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 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 Social Security: Dispelling Common Myths with Essential Truths (Webinar) (25WS-0313)25WS-0313 | *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? | |
| 6/5/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Adapting to Today's Changing Accounting Landscape (Webinar) (25WS-0519)25WS-0519 | *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 | |
| 7/7/2025 | 2 - 3 p.m. | Online | 1 CPE (1 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 Successfully Completing an Estate Tax Return: Form 706 (Webinar) (25WS-0583)25WS-0583 | *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 | |
| 7/16/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Features and Benefits of SEP IRAs and SIMPLE IRAs (Webinar) (25WS-0398)25WS-0398 | *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 | |
| 6/17/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding and Testing Control and Compliance in a Single Audit (Webinar) (25WS-0601)25WS-0601 | *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 | |
| 7/17/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 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 Winning the Fraud Battle in the Digital Age: Prevention and Detection (Webinar) (25WS-0520)25WS-0520 | *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 | |
| 7/7/2025 | 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-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 Partnership and LLC Core Tax Issues From Formation Through Liquidation (Webinar) (25WS-0586)25WS-0586 | *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 | |
| 7/16/2025 | 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-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 Schedules K-2 and K-3: Filing Requirements (Webinar) (25WS-0418)25WS-0418 | *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 | |
| 6/18/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Internal Controls and COSO in a Post-COVID Landscape (Webinar) (25WS-0567)25WS-0567 | *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 | |
| 7/14/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's 2025 Tax Update for Client Advisory Services (Webinar) (25WS-0481)25WS-0481 | *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 | |
| 6/27/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Unique Tax Attributes of Different Entity Types (Webinar) (25WS-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 Advanced Audits of 401(k) Plans: Best Practices and Current Developments (Webinar) (25WS-0218)25WS-0218 | *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 | |
| 5/22/2025 | 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-1024)25WS-1024 | *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 the SECURE 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*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 Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (25WS-0457)25WS-0457 | *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 | |
| 6/25/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 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 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 Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Webinar) (25WS-0428)25WS-0428 | *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 | |
| 6/20/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's 2025 Tax Update for Client Advisory Services (Webinar) (25WS-0259)25WS-0259 | *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 | |
| 5/29/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Examining ASC 842, Leases: More Than Meets the Eye (Webinar) (25WS-0269)25WS-0269 | *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 | |
| 5/31/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 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) | |
| Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (25WS-0484)25WS-0484 | *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 | |
| 6/28/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Data Security: Best Practices to Protect Your Business and Yourself (Webinar) (25WS-0284)25WS-0284 | *Ethical duty to safeguard employee, client, and litigant data*Common threats, including phishing, ransomware, and bad password management*Security management of business and personal electronic devices*Best practices for creating and securing passwords*Insight into how our personal information is exploited in our daily lives | |
| 6/3/2025 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Federal Tax Update (Webinar) (25WS-0901)25WS-0901 | *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 the SECURE 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 | |
| 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 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 Guide to Partner Capital Account Reporting (Webinar) (25WS-0476)25WS-0476 | *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 | |
| 6/27/2025 | 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-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 Project Management: Tips, Tricks and Traps (Webinar) (25WS-0276)25WS-0276 | *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 | |
| 6/2/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 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 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 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 Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions and Selling Shares (Webinar) (25WS-0393)25WS-0393 | *Making an S corporation election and late filing relief*Disproportionate distributions*Selling S corporation shares*Redemption rules | |
| 6/16/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's The Art of Delegation: Strategies for Improving Your Skills (Webinar) (25WS-0399)25WS-0399 | *What is delegation?*Why is delegation important?*When and to whom should tasks be assigned?*How can you delegate effectively?*How do you deal with problems and issues when they arise? | |
| 6/17/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Preparing Not-for-Profit Financial Statements (Webinar) (25WS-0376)25WS-0376 | *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 | |
| 6/13/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 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 Fraud In Single Audits (Webinar) (25WS-0574)25WS-0574 | *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 | |
| 7/15/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 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 Food, Beverage and Entertainment Expensing (Webinar) (25WS-0221)25WS-0221 | *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 | |
| 5/22/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Update on the SECURE 2.0 Act (Webinar) (25WS-0216)25WS-0216 | *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 | |
| 5/21/2025 | 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-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 Going Out on Your Own: Entity Types and Accounting Methods (Webinar) (25WS-0543)25WS-0543 | *Financial planning pyramid*What to consider when picking an entity*Single member LLC vs. sole proprietorship*Corporations -- S vs. C*Double taxation | |
| 7/9/2025 | 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 | *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 the SECURE 2.0 Act with a focus on provisions applicable to employers*Thinking beyond Section 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*Section 174 Research & Experimental Expenditures -- new guidance under Notice 2023-63 and Notice 2024-12*FinCEN reporting requirements*A review of like-kind exchange transactions under Section 1031 | |
| 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 Incredible Leadership Transformations in Accounting - Ways to Improve Leadership and Communication (Webinar) (25WS-0292)25WS-0292 | *Explore the tenets of exemplary leadership which are requirements for highly effective leaders who achieve results and are respected by team members, peers, and other leaders*Review key practices that recognize and build on leadership strengths to create a team environment that is productive, profitable, strengthens team members' morale, and fosters positive energy in the work climate*Examine SMART goals to inspire teams to tackle tough challenges and help team members reach and exceed their potential*Review conflict management techniques to minimize negative attitudes and foster win/win resolutions for team members | |
| 6/3/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 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 Tax Research (Webinar) (25WS-0373)25WS-0373 | *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 | |
| 6/12/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Exploring Business Valuation Fundamentals (Webinar) (25WS-0254)25WS-0254 | *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 | |
| 5/29/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Fundamentals of Public Charity Taxation and Form 990 (Webinar) (25WS-0415)25WS-0415 | *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 | |
| 6/18/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 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 A Complete Guide to Reporting Form 1099-DA (Webinar) (25WS-0231)25WS-0231 | *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 | |
| 5/23/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's S Corporation Core Tax Issues From Formation Through Liquidation (Webinar) (25WS-0599)25WS-0599 | *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? | |
| 7/17/2025 | 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 International Tax Challenges and Opportunities for U.S. Filers (Webinar) (25WS-0346)25WS-0346 | *Residency status for U.S. federal income tax purposes*Key provisions of U.S. income tax treaties*Overview of the taxation of income from foreign entities*Understanding Foreign Tax Credit*Identifying foreign-source and U.S.-source income*Foreign earned income and housing exclusion*Foreign informational form filing requirements | |
| 6/10/2025 | 1 - 4 p.m. | Online | 3 CPE (3 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 | *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 the SECURE 2.0 Act with a focus on provisions applicable to employers*Thinking beyond Section 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*Section 174 Research & Experimental Expenditures -- new guidance under Notice 2023-63 and Notice 2024-12*FinCEN reporting requirements*A review of like-kind exchange transactions under Section 1031 | |
| 9/4/2025 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties (Webinar) (25WS-0337)25WS-0337 | *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 | |
| 6/9/2025 | 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-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 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 | *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 the SECURE 2.0 Act with a focus on provisions applicable to employers*Thinking beyond Section 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*Section 174 Research & Experimental Expenditures -- new guidance under Notice 2023-63 and Notice 2024-12*FinCEN reporting requirements*A review of like-kind exchange transactions under Section 1031 | |
| 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*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 | |
| 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 | *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 the SECURE 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 | |
| 8/15/2025 | 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-0495)25WS-0495 | *Typical provisions in state statutes regarding domicile and residency*In depth analysis of domicile and residency definitions*Issues regarding one's permanent abode*Analysis of jurisdiction where taxpayer has the greatest connections*Detailed discussion of criteria used to establish domicile and residency | |
| 7/1/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's IRS Tax Examinations and Hot Issues (Webinar) (25WS-0538)25WS-0538 | *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 | |
| 7/9/2025 | 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-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 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 Yellow Book and Single Audits: How to Stay in Good Graces and Out of Bad Places with Your Peer Reviewer (Webinar) (25WS-0293)25WS-0293 | *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 | |
| 6/3/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 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*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 | |
| 9/13/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 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 Guide to the AICPA Quality Management Standards (Webinar) (25WS-0488)25WS-0488 | *Quality management standards*SAS 146, SSARS No. 26, and SSAE 23*Risk assessment, which forms the basis of the SQM*Monitoring and evaluating the SQM | |
| 6/30/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 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*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 | |
| 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 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 Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Webinar) (25WS-0531)25WS-0531 | *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 | |
| 7/8/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 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 Hiring New Workers and Payroll Taxes (Webinar) (25WS-0326)25WS-0326 | *Form W-4*Form I-9*Form W-9*End-of-year compliance*Payroll tax returns*Unemployment insurance | |
| 6/6/2025 | 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 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 Annual Accounting and Auditing Update (Webinar) (25WS-0360)25WS-0360 | *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 | |
| 6/12/2025 | 11 a.m. - 7 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-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) | |
| Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing (Webinar) (25WS-0298)25WS-0298 | *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) | |
| 6/4/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Weekly Expert Hour (Webinar) (25WS-0227)25WS-0227 | *Each week's topics will change based on the most critical issues affecting financial professionals | |
| 5/22/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's International Tax Challenges and Opportunities for U.S. Filers (Webinar) (25WS-0247)25WS-0247 | *Residency status for U.S. federal income tax purposes*Key provisions of U.S. income tax treaties*Overview of the taxation of income from foreign entities*Understanding Foreign Tax Credit*Identifying foreign-source and U.S.-source income*Foreign earned income and housing exclusion*Foreign informational form filing requirements | |
| 5/28/2025 | 1 - 4 p.m. | Online | 3 CPE (3 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 Guide to Understanding the At‑Risk Basis Rules and Forms 6198 and 7203 (Webinar) (25WS-0348)25WS-0348 | *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 | |
| 6/10/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Working Remotely: Best Practices, Challenges and Opportunities (Webinar) (25WS-0217)25WS-0217 | *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 | |
| 5/21/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 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 Mastering Client Management for Accounting and Finance Professionals (Webinar) (25WS-0528)25WS-0528 | *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 | |
| 7/8/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 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 The Essential Multistate Tax Update (Webinar) (25WS-0312)25WS-0312 | *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 | |
| 6/5/2025 | 12:30 - 4 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 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 Excel: Mastering PivotTables (Webinar) (25WS-0497)25WS-0497 | *Explore PivotTable capabilities and functionality*Retrieve data from a database and feed it into the PivotTable*Pull web tables from web pages into Excel | |
| 7/1/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 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 Latest Developments in Government and Nonprofit Accounting and Auditing (Webinar) (25WS-0389)25WS-0389 | *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) | |
| 6/16/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 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 Yellow Book and Single Audits: How to Stay in Good Graces and Out of Bad Places with Your Peer Reviewer (Webinar) (25WS-0453)25WS-0453 | *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 | |
| 6/24/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Weekly Expert Hour (Webinar) (25WS-0475)25WS-0475 | *Each week's topics will change based on the most critical issues affecting financial professionals | |
| 6/26/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (25WS-0483)25WS-0483 | *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 the SECURE 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*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 | |
| 6/28/2025 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 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) | |
| Surgent's Nuts & Bolts of Cryptocurrency Taxation (Webinar) (25WS-0356)25WS-0356 | *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? | |
| 6/11/2025 | 4 - 6 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-0818)25WS-0818 | *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 the SECURE 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 DOL Final Rule*FinCEN reporting requirements under the Corporate Transparency Act*Employee Retention Tax Credit updates*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*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 | |
| 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*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 | |
| 8/26/2025 | 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-0291)25WS-0291 | *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 | |
| 6/3/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Weekly Expert Hour (Webinar) (25WS-0260)25WS-0260 | *Each week's topics will change based on the most critical issues affecting financial professionals | |
| 5/29/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing (Webinar) (25WS-0240)25WS-0240 | *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) | |
| 5/27/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 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 Government and Nonprofit Frauds and Controls to Stop Them (Webinar) (25WS-0558)25WS-0558 | *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 | |
| 7/11/2025 | 12:30 - 4 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-0369)25WS-0369 | *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 | |
| 6/12/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Ethical Considerations for the CPA (Webinar) (25WS-0319)25WS-0319 | *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 | |
| 6/6/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Surgent's Exploring Business Valuation Fundamentals (Webinar) (25WS-0364)25WS-0364 | *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 | |
| 6/12/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's The Accountant as the Expert Witness (Webinar) (25WS-0248)25WS-0248 | *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 | |
| 5/28/2025 | 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-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 Best Practices in Not-for-Profit Accounting and Reporting (Webinar) (25WS-0253)25WS-0253 | *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 | |
| 5/29/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 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) | |
| 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 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 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 What Practitioners Need to Know About Estate Planning and Administering a Client's Estate (Webinar) (25WS-0330)25WS-0330 | *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 | |
| 6/9/2025 | 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-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 Ethics for Tax Professionals (Webinar) (25WS-0354)25WS-0354 | *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? | |
| 6/11/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 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 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 Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (Webinar) (25WS-0264)25WS-0264 | *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 | |
| 5/30/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Shades Of Gray: Practicing Before The Internal Revenue Service - Circular 230 - Current State (Webinar) (25WS-0518)25WS-0518 | *Office of Professional Responsibility -- Authority and Procedures*Current status of the regulations governing tax practice before the IRS (Circular 230 Rev. 6/2014)*In depth coverage of the various Due Diligence obligations of tax professionals*Overview of other key Circular 230 provisions*Practitioner responsibilities to their clients and to the Tax Administration System*Best Practices for all tax professionals | |
| 7/7/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Opportunities in the Metaverse for Accounting and Other Professionals (Webinar) (25WS-0355)25WS-0355 | *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 | |
| 6/11/2025 | 1 - 3 p.m. | Online | 2 CPE (2 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 IRS Tax Examinations and Hot Issues (Webinar) (25WS-0266)25WS-0266 | *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 | |
| 5/30/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Excel Shortcuts for Accountants (Webinar) (25WS-0566)25WS-0566 | *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 | |
| 7/14/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Lessons Learned from Successful Companies (Webinar) (25WS-0560)25WS-0560 | *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 | |
| 7/11/2025 | 11 a.m. - 1 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-0402)25WS-0402 | *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 | |
| 6/17/2025 | 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-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 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 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 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 Workplace Harassment: How to Prevent Harassment and Reduce Liability Risks in Today's Changing Environment (Webinar) (25WS-0315)25WS-0315 | *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 | |
| 6/5/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Nuts & Bolts of Cryptocurrency Taxation (Webinar) (25WS-0499)25WS-0499 | *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? | |
| 7/1/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (25WS-0446)25WS-0446 | *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 the SECURE 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*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 | |
| 6/24/2025 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Features and Benefits of SEP IRAs and SIMPLE IRAs (Webinar) (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 Basis Shifting: Final Regulations (Webinar) (25WS-0533)25WS-0533 | *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? | |
| 7/9/2025 | 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-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 Workplace Harassment: How to Prevent Harassment and Reduce Liability Risks in Today's Changing Environment (Webinar) (25WS-0228)25WS-0228 | *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 | |
| 5/22/2025 | 9 - 11 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-0529)25WS-0529 | *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 | |
| 7/8/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Artificial Intelligence for Accounting and Finance Professionals (Webinar) (25WS-0487)25WS-0487 | *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 | |
| 6/30/2025 | 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 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 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 Data Analytics for Accountants and Financial Managers (Webinar) (25WS-0465)25WS-0465 | *Definition of data analytics and big data; challenges and goals; establishing an environment for success; governance; common uses of analytics and current examples*Behavioral forces that impact decisions; examples of inaccurate forecasts; identifying strategic measurements (KPIs); data sources*Statistical tools, including median, mode, moving average, ratio analysis, Pareto analysis, trend analysis, regression, z-score, and simulation*Software tools that are readily available and can assist in visually exploring data, expanding the scope of available data, as well as collecting, analyzing, and presenting results*Specific ideas for using data analytics for accountants and financial managers, including current examples and areas for further consideration*Lists of readings and next-level software for a participant's future reference | |
| 6/26/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes (Webinar) (25WS-0232)25WS-0232 | *Reasonable compensation*Fringe benefits for S corporation shareholders*Built-in gains tax*Excess passive income tax*Notice 2020-75: PTE elections | |
| 5/23/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 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 | *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 the SECURE 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*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 The Risks and Benefits of ChatGPT and Artificial Intelligence (Webinar) (25WS-0271)25WS-0271 | *What are AI tools?*Where are we with AI tool development?*What is ChatGPT?*ChatGPT -- what kind of queries are possible?*Copyright and intellectual property issues*Benefits of AI tools*Concerns with AI tools*Impact on business use of AI*Policy on AI tools | |
| 6/2/2025 | 2 - 4 p.m. | Online | 2 CPE (2 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*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 | |
| 9/2/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's A Complete Guide to Reporting Form 1099-DA (Webinar) (25WS-0470)25WS-0470 | *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 | |
| 6/26/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers (Webinar) (25WS-0246)25WS-0246 | *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 | |
| 5/28/2025 | 12 - 3:30 p.m. | Online | 4 CPE (2 tech, 2 non-tech) | |
| Surgent's Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business (Webinar) (25WS-0436)25WS-0436 | *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 | |
| 6/23/2025 | 8 - 11 a.m. | Online | 3 CPE (3 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 Best Practices in Not-for-Profit Accounting and Reporting (Webinar) (25WS-0229)25WS-0229 | *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 | |
| 5/23/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Employer's Handbook: Legal, Tax and Health Care Issues (Webinar) (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 Depreciation Rules for Bonus and Section 179 Expensing (Webinar) (25WS-0365)25WS-0365 | *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 | |
| 6/12/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Examining ASC 842, Leases: More Than Meets the Eye (Webinar) (25WS-0541)25WS-0541 | *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 | |
| 7/9/2025 | 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-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 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 Key Current Financial and Economic Issues Facing the Financial Executive (Webinar) (25WS-0472)25WS-0472 | *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 | |
| 6/26/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (0 tech, 8 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 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 Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings (Webinar) (25WS-0410)25WS-0410 | *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 | |
| 6/18/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Ins and Outs of Health Savings Accounts (Webinar) (25WS-0322)25WS-0322 | *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 | |
| 6/6/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Depreciation Rules for Bonus and Section 179 Expensing (Webinar) (25WS-0557)25WS-0557 | *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 | |
| 7/11/2025 | 9 - 11 a.m. | Online | 2 CPE (2 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) | |
| Surgent's Proven Controls to Steer You Clear of Fraud (Webinar) (25WS-0559)25WS-0559 | *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 | |
| 7/11/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-0306)25WS-0306 | *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 the SECURE 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 DOL Final Rule*FinCEN reporting requirements under the Corporate Transparency Act*Employee Retention Tax Credit updates*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 6/5/2025 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-0920)25WS-0920 | *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 the SECURE 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 DOL Final Rule*FinCEN reporting requirements under the Corporate Transparency Act*Employee Retention Tax Credit updates*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 Individual and Financial Planning Tax Camp (Webinar) (25WS-0550)25WS-0550 | *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 | |
| 7/10/2025 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 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 Industry Accountant Key Performance Metrics (Webinar) (25WS-0311)25WS-0311 | *Key tools used by businesses and financial professionals across the globe to measure performance*Detailed, real-world examples of businesses utilizing these tools | |
| 6/5/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Excel Lookups: Moving Beyond VLOOKUP Limitations (Webinar) (25WS-0377)25WS-0377 | *Using lookup functions as an alternative to direct cell references*Understand the limitations of the VLOOKUP function*Discover ways to move beyond these limitations | |
| 6/13/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 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 Social Security and Medicare: Planning for You and Your Clients (Webinar) (25WS-0233)25WS-0233 | *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 | |
| 5/23/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Individual and Financial Planning Tax Camp (Webinar) (25WS-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 Annual Accounting and Auditing Update (Webinar) (25WS-0327)25WS-0327 | *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 | |
| 6/7/2025 | 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 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 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 Ethics for Tax Professionals (Webinar) (25WS-0230)25WS-0230 | *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? | |
| 5/23/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 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 Choosing the Right Business Entity (Webinar) (25WS-0424)25WS-0424 | *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 | |
| 6/20/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (25WS-0444)25WS-0444 | *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 | |
| 6/24/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Guide and Update to Compilations, Reviews and Preparations (Webinar) (25WS-0581)25WS-0581 | *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 | |
| 7/16/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 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 Employer's Handbook: Legal, Tax and Health Care Issues (Webinar) (25WS-0461)25WS-0461 | *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? | |
| 6/25/2025 | 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-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 Simply Auditing Not-for-Profits Efficiently (Webinar) (25WS-0579)25WS-0579 | *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.) | |
| 7/15/2025 | 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-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 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 Ethical Considerations for the CPA (Webinar) (25WS-0477)25WS-0477 | *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 | |
| 6/27/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| 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 Features and Benefits of SEP IRAs and SIMPLE IRAs (Webinar) (25WS-0316)25WS-0316 | *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 | |
| 6/6/2025 | 9 - 11 a.m. | Online | 2 CPE (2 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 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*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 Key Current Financial and Economic Issues Facing the Financial Executive (Webinar) (25WS-0390)25WS-0390 | *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 | |
| 6/16/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (0 tech, 8 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 Understanding Partnership Taxation: Types of Basis, Contributions and Distributions (Webinar) (25WS-0224)25WS-0224 | *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 | |
| 5/22/2025 | 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-0464)25WS-0464 | *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 | |
| 6/25/2025 | 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-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 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 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 International Tax Challenges and Opportunities for U.S. Filers (Webinar) (25WS-0530)25WS-0530 | *Residency status for U.S. federal income tax purposes*Key provisions of U.S. income tax treaties*Overview of the taxation of income from foreign entities*Understanding Foreign Tax Credit*Identifying foreign-source and U.S.-source income*Foreign earned income and housing exclusion*Foreign informational form filing requirements | |
| 7/8/2025 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Establishing State Residency and Saving Your Clients Money (Webinar) (25WS-0353)25WS-0353 | *Typical provisions in state statutes regarding domicile and residency*In depth analysis of domicile and residency definitions*Issues regarding one's permanent abode*Analysis of jurisdiction where taxpayer has the greatest connections*Detailed discussion of criteria used to establish domicile and residency | |
| 6/11/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (25WS-0849)25WS-0849 | *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 the SECURE 2.0 Act with a focus on provisions applicable to employers*Thinking beyond Section 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*Section 174 Research & Experimental Expenditures -- new guidance under Notice 2023-63 and Notice 2024-12*FinCEN reporting requirements*A review of like-kind exchange transactions under Section 1031 | |
| 8/26/2025 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Audits of 401(k) Plans: New Developments and Critical Issues (Webinar) (25WS-0252)25WS-0252 | *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 | |
| 5/29/2025 | 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-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 Weekly Expert Hour (Webinar) (25WS-0554)25WS-0554 | *Each week's topics will change based on the most critical issues affecting financial professionals | |
| 7/10/2025 | 1 - 2 p.m. | Online | 1 CPE (1 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) | |
| The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (25WS-0509)25WS-0509 | *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 the SECURE 2.0 Act with a focus on provisions applicable to employers*Thinking beyond Section 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*Section 174 Research & Experimental Expenditures -- new guidance under Notice 2023-63 and Notice 2024-12*FinCEN reporting requirements*A review of like-kind exchange transactions under Section 1031 | |
| 7/3/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 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 The Americans with Disabilities Act and the Family and Medical Leave Act (Webinar) (25WS-0294)25WS-0294 | *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 | |
| 6/4/2025 | 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-0241)25WS-0241 | *Making an S corporation election and late filing relief*Disproportionate distributions*Selling S corporation shares*Redemption rules | |
| 5/27/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 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) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (25WS-0387)25WS-0387 | *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 the SECURE 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*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 | |
| 6/16/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 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 Getting Ahead: The Art of Marketing for CPAs (Webinar) (25WS-0423)25WS-0423 | *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 | |
| 6/20/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 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 | *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 the SECURE 2.0 Act with a focus on provisions applicable to employers*Thinking beyond Section 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*Section 174 Research & Experimental Expenditures -- new guidance under Notice 2023-63 and Notice 2024-12*FinCEN reporting requirements*A review of like-kind exchange transactions under Section 1031 | |
| 8/7/2025 | 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 Preparing Not-for-Profit Financial Statements (Webinar) (25WS-0414)25WS-0414 | *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 | |
| 6/18/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Strategies for Maximizing Social Security Benefits (Webinar) (25WS-0226)25WS-0226 | *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 | |
| 5/22/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Choosing the Right Business Entity (Webinar) (25WS-0490)25WS-0490 | *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 | |
| 6/30/2025 | 9 - 11 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-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 Update on the SECURE 2.0 Act (Webinar) (25WS-0383)25WS-0383 | *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 | |
| 6/13/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit (Webinar) (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 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 Succession Planning for the Small Business Owner: Finding the Exit Ramp (Webinar) (25WS-0263)25WS-0263 | *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 | |
| 5/30/2025 | 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 Excel Tables and Conditional Summing (Webinar) (25WS-0378)25WS-0378 | *Using the Table object to store data*Using the conditional summing function to aggregate Table data*Using the Table object to create mapping tables | |
| 6/13/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them (Webinar) (25WS-0545)25WS-0545 | *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 | |
| 7/9/2025 | 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 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 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 Working Remotely: Best Practices, Challenges and Opportunities (Webinar) (25WS-0338)25WS-0338 | *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 | |
| 6/9/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 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 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 Controllership Skills Update: Budgeting, Forecasting and Big Data (Webinar) (25WS-0318)25WS-0318 | *Why forecasts and budgets are frequently wrong: behavioral finance; improper goal setting, games, continuing the status quo, traditional budgeting techniques*Incorporating strategy into budgets: improving measurement systems; common errors, developing strategies and appropriate measurements*Expanding the budgeting framework: rolling forecasts; mission-based budgeting, zero-based budgeting, post-completion evaluations, contingency planning, black swan events, identifying improvements*Big data: definition, challenges, goals, current uses/examples, sources of information*Analytical tools: ration analysis, benchmarking, Pareto analysis, trend analysis, regression, simulation, dashboards | |
| 6/6/2025 | 12 - 2 p.m. | Online | 2 CPE (1 tech, 1 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 Artificial Intelligence for Accounting and Finance Professionals (Webinar) (25WS-0340)25WS-0340 | *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 | |
| 6/10/2025 | 9 - 11 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-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 Use the Data Model to Build More Powerful PivotTables (Webinar) (25WS-0565)25WS-0565 | *Creating a data model/Power Pivot*Building PivotTables from multiple tables*Creating Measures*Using named sets | |
| 7/14/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 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 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 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 Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes (Webinar) (25WS-0588)25WS-0588 | *Reasonable compensation*Fringe benefits for S corporation shareholders*Built-in gains tax*Excess passive income tax*Notice 2020-75: PTE elections | |
| 7/16/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (25WS-0334)25WS-0334 | *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 | |
| 6/9/2025 | 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-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 Navigating Your Client Through the IRS Appeals Process (Webinar) (25WS-0540)25WS-0540 | *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 | |
| 7/9/2025 | 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-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 | *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 the SECURE 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*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 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 | |
| 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 Successful Communication (Webinar) (25WS-0542)25WS-0542 | *The communication process and barriers that get in the way*Techniques for overcoming barriers*Understanding and self-assessment of each component of the communication process*Gaining skills to listen more effectively, especially in stressful situations with heightened emotions*Action plan to apply techniques in the workplace for communication success | |
| 7/9/2025 | 12:30 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's What CPAs Should Know About Trust Instruments (Webinar) (25WS-0394)25WS-0394 | *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 | |
| 6/16/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Required Minimum Distributions: Compliance and Planning (Webinar) (25WS-0357)25WS-0357 | *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 | |
| 6/11/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's A Complete Guide to Form 1099-K (Webinar) (25WS-0239)25WS-0239 | *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 | |
| 5/27/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Strategies for Maximizing Social Security Benefits (Webinar) (25WS-0562)25WS-0562 | *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 | |
| 7/11/2025 | 9 - 11 a.m. | Online | 2 CPE (2 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) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (25WS-0892)25WS-0892 | *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 the SECURE 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*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 Annual Accounting and Auditing Update (Webinar) (25WS-0386)25WS-0386 | *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 | |
| 6/16/2025 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings (Webinar) (25WS-0500)25WS-0500 | *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 | |
| 7/2/2025 | 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 Essential Depreciation and Expensing Update (Webinar) (25WS-0513)25WS-0513 | *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 | |
| 7/3/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (25WS-0485)25WS-0485 | *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 | |
| 6/30/2025 | 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-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) | |
| New Designing a Client Experience That Wins Loyalty -- and Referrals (Sponsored Webinar) (25FR-WX01)25FR-WX01 | *Understanding the modern accounting client
*Mapping your client journey
*Eliminating friction with automation and transparency
*Creating moments that drive loyalty and referrals | |
| 5/28/2025 | 12 - 12:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New How to SPRING into CAS: A Step-by-Step Framework (Sponsored Webinar) (25FR-WX02)25FR-WX02 | *Understand the growing CAS market and its impact on accounting firms
*Learn how AI-driven insights streamline CAS offerings and improve efficiency.
*Find out how to launch a CAS practice in 30 minutes or less
*Discover how to scale CAS services without increasing staff workload
*Gain strategies to position their firm as a leader in business advisory services
| |
| 6/17/2025 | 12 - 12:50 p.m. | Online | 1 CPE (0 tech, 1 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) | |
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