| Professional Ethics: The American Institute of Certified Public Accountants' Comprehensive Course for Licensure (Self-Study) (25SI-0001)25SI-0001 | *AICPA Code of Professional Conduct and its conceptual framework
*Ethics and independence rules from the AICPA and other regulators, including the U.S. government
*Activities that discredit the profession
*Ethics interpretations issued by the AICPA Professional Ethics Executive Committee (PEEC)
*Non-compliance with laws and regulations (NOCLAR)
*AICPA Statements on Standards for Tax Services (SSTSs)
*U.S. Treasury Department’s Circular No. 230
*Internal Revenue Service (IRS) penalty provisions | |
| Self-Study | | On-Demand | 9 CPE (9 tech, 0 non-tech) | 9 Ethics |
| Accountants and Malpractice: Can We Get Sued for This? (Self-Study) (25SX-0001)25SX-0001 | *How accountant liability is a very real threat in today's litigious society *A discussion of scenarios in which accounting professionals can find themselves inadvertently involved in a lawsuit *Pitfalls in which the accountant may find him- or her- self while dealing with clients *Real-life examples from the speaker's extensive experience as a practitioner and as an expert witness in accounting malpractice cases. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Accounting and Auditing for ESG (Self-Study) (25SX-0002)25SX-0002 | *ESG | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Advanced Excel: Hidden Secrets and Gems (Self-Study) (25SX-0003)25SX-0003 | *Awareness of advanced functions
*Creative methods for data manipulation
*Using intellectual curiosity and professional skepticism to develop a problem-solving mentality
*Real-life examples of innovative ways to analyze and report data with Excel
*Using Excel to perform e-mail merges
*Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox
*Enhance creativity in your approach to developing Excel models | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Advanced Planning:Â Balance Sheet and Cash Flow Projections (Self-Study) (25SX-0004)25SX-0004 | *Accounts Receivable
*Inventory
*Capital Budget
*Depreciation
*Accounts Payable
*Accrued Liabilities
*Working Capital Loans
*Debt
*Project interest expense more accurately
*Solving for Cash
*Projecting Covenant Calculations
*Create a Projected Statement of Cash Flow
*Choose your format
*How to make your Statement of Cash Flow maintenance free
*Debugging a statement of Cash Flow | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Aligning Budgets to Strategy (Self-Study) (25SX-0005)25SX-0005 | *A Proper Practical Planning Process (P4)
*The steps to planning
*The results of strategic planning
*Examples of budgets | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| An Exhaustive Look At Fraud & Ways To Control It (Part 1) (Self-Study) (25SX-0006)25SX-0006 | *Fraudulent acts initiated from outside organizations*Why internal fraud occurs*The importance of fighting cyber-fraud*Steps that verify anti-fraud activities are working | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| An Exhaustive Look At Fraud & Ways To Control It (Part 2) (Self-Study) (25SX-0007)25SX-0007 | *Fraudulent acts initiated from outside organizations*Why internal fraud occurs*The importance of fighting cyber-fraud*Steps that verify anti-fraud activities are working | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Assessing Independence Under the New Yellow Book (Self-Study) (25SX-0008)25SX-0008 | *Recall safeguards that can be used to reduce threats to an acceptable level*Identify threats to independence | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Attestation Update: SSAE 19-22 (Self-Study) (25SX-0009)25SX-0009 | *SSAEs 19-22*Changes to performance and reporting requirements | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Auditing Contingencies and Going Concern Uncertainty: Testing for Completeness and Proper Disclosure (Self-Study) (25SX-0010)25SX-0010 | *Overview of contingencies and related disclosures
*Identifying and determining proper accounting treatment for litigation, claims and assessments
*Evaluating the sufficiency of attorney's letter responses for audit evidence
*Evaluating substantial doubt about an entity's ability to continue as a going concern for a reasonable period of time
*Auditing managements assumptions in making the going concern evaluation
*Proper application of the liquidation basis of accounting | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Building Security/Efficiency via Internal Control (Part 1) (Self-Study) (25SX-0011)25SX-0011 | *An overview of control frameworks and concepts*Strategic considerations that can be incorporated into control development*Understanding and controlling risk that arises when organizations change or choose not to*The COSO Internal Control Framework and the COSO ERM Framework | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Building Security/Efficiency via Internal Control (Part 2) (Self-Study) (25SX-0012)25SX-0012 | *An overview of control frameworks and concepts*Strategic considerations that can be incorporated into control development*Understanding and controlling risk that arises when organizations change or choose not to*The COSO Internal Control Framework and the COSO ERM Framework | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Cases in Corporate Ethics (Self-Study) (25SX-0013)25SX-0013 | *Can you protect the public interest without violating our profession's confidentiality rules?
*How can a corporate world CPA get in trouble with their board of accountancy?
*Is a culture of fear and intimidation particularly susceptible to corporate fraud?
*How can using the CPA credential get a corporate accountant in trouble?
*Is exaggerating your CPE hours a violation of our professional codes of conduct?
*What are your options when your employer is clearly breaking the law?
*Does any legislation provide effective Whistleblower protection? | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| CFO Career Upgrade with LinkedIn (Self-Study) (25SX-0014)25SX-0014 | *Essential elements of a compelling LinkedIn profile for a CFO
*How to build a strategic career network
*Five ways that CFOs can leverage LinkedIn as leaders of an organization
*How to get referred to new job opportunities
*Essential LinkedIn do's and don'ts for CFOs | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Combating Internal Fraud (Self-Study) (25SX-0015)25SX-0015 | *Recognize why internal fraud occurs*Policies, procedures, and control measures designed to fight fraud | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Communicating Financial Information to Non-Accountants (Self-Study) (25SX-0016)25SX-0016 | *The math literacy barrier
*The financial literacy barrier
*What to say and how to say it
*Communicating ideas graphically | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Compilations, Reviews and Audits: How They Differ (Self-Study) (25SX-0017)25SX-0017 | *Review of differences of compilation, review and audit engagements
*Compare and contrast major considerations of each type of engagement
*Provide practical tips and strategies
*Professional standards that govern each type of engagement | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Controls to Secure a Growing Digital Footprint (Self-Study) (25SX-0018)25SX-0018 | *Securing individual documents*Protecting information resident in the Cloud*Securing data stored on or accessed by mobile devices | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Coping With the Growth of Online Fraud (Self-Study) (25SX-0019)25SX-0019 | *The actuation of online and other cyber frauds
*Fraudulent acts that are initiated electronically
*Automated and employee driven methods that can reduce cyber-fraud risk
| |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Corporate Ethics:Â Cases in Diversity and Inclusion (Self-Study) (25SX-0020)25SX-0020 | *Everyone can experience discrimination or harassment
*What the AICPA Code of Professional Conduct says about harassment and discrimination
*Other sources of ethical guidance
*Recent EEOC Cases*Learning about each other | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| CPA Ethics in a Crisis World: Tales from the Front (Self-Study) (25SX-0021)25SX-0021 | *"Tales from the Front" - practice issues CPAs are dealing with in these extraordinary times
*Review of AICPA Code of Professional Conduct
*Review of IRS Circular 230
*Review of client tax return disclosure rules (Sec. 6103)
*Crisis impacts on engagement letters, contingent fees, independence, consulting services, attest and non-attest services, billing, and collections | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Defining Where & Why Internal Controls are Needed (Self-Study) (25SX-0022)25SX-0022 | *Control design basics*Areas or segments of an enterprise to control*Controls to reduce risk*Controls to drive operations | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Dream Wide Awake (Self-Study) (25SX-0023)25SX-0023 | *The three promises to live and achieve by
*A different way to approach goals that brings out what is really holding you back
*The five areas of wishful thinking and how to surpass with inspired action
*The six areas of fearful thinking and how to overcome with courageous intent | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Entertainment, Meals & Travel Expenses: Review & Update (Self-Study) (25SX-0024)25SX-0024 | *Definition of what qualifies as an entertainment expense
*Strategies to deduct business entertainment expenses
*Deductibility of meals
*Situations not subject to the 50% meals and entertainment reduction
*How to handle automobile issues related to employer-provided parking
*Proper accounting for deductible vs. non-deductible expenditures
*The four steps to analyze business expenses
*The latest federal legislation, cases and rulings | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: 10 Crucial Qualities of High-Character CPAs (Self-Study) (25SX-0025)25SX-0025 | *Discover why the ten crucial qualities of high-character CPAs are essential to your success
*Learn how to evaluate these qualities in job candidates and why you must do so | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Ethics: Get Rich, Lose Weight, and Enjoy True Love (Self-Study) (25SX-0026)25SX-0026 | *"What would you do?" quiz with five challenging scenarios. You'll be asked to choose among several options in each situation (don't worry, we won't collect the results).
*Five principles of ethical intelligence: Do No Harm, Make Things Better, Respect Others, Be Fair, Care
*Complete a few fun writing exercises (optional) during the webinar. After which, Bruce shows how the principles of ethical intelligence reveal which option in each scenario is best.
*Call to Action so that some of the lessons from this webinar can be put into practice immediately. Even doing one of the things Bruce suggests will enrich your accounting practice and your life. | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Ethics: How to Build and Keep Your A-Team (Self-Study) (25SX-0027)25SX-0027 | *Advertise for character
*Hire for character
*Promote and fire for character
*Walk the talk | |
| Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Ethics: How to Ensure Zombie Ethics Won't Kill Your Business (Self-Study) (25SX-0028)25SX-0028 | *Examine several myths about ethical leadership that continue to plague businesses like yours
*Learn why these ideas deserve to be put to rest for good and what should take their place | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Ethics: Lead Like a Superstar and Build a Rocking Business (Self-Study) (25SX-0029)25SX-0029 | *Examine several superstars from movies, TV, music, sports, and business. What makes them so successful? What can you learn from their mistakes? | |
| Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Excel: Advanced Defined Names & Excel Tables (Self-Study) (25SX-0030)25SX-0030 | *Using the INDIRECT function with Defined Names*The importance of Consistent Column Calculations*Ways to create Consistent Column Calculations*Using Structured Table References in formulas | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Excel: Advanced Financial and Statistical Calculations (Self-Study) (25SX-0031)25SX-0031 | *Identifying and demonstrating financial functions "best practices" for creating amortization schedules and calculating annual interest payments*Calculating and summarizing data with SUMIF and SUBTOTAL functions*Using statistical functions to analyze data | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Excel: Advanced Formatting to Improve Your Spreadsheets (Self-Study) (25SX-0032)25SX-0032 | *Customizing cell formatting and cell styles*Using number and custom number formatting*Using Conditional Formatting to format cells based upon a defined criteria*Protecting a worksheet and workbook to prevent changes | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Excel: Advanced Spreadsheet Troubleshooting Techniques (Self-Study) (25SX-0033)25SX-0033 | *Exhibiting the value and the art of nesting formulas*Demonstrating different ways to troubleshoot complex formulas*Reviewing Excel's nine built-in error-checking options*Teaching different techniques for resolving rounding errors | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Excel: Auditing Your Spreadsheets for Maximum Accuracy (Self-Study) (25SX-0034)25SX-0034 | *Proofing methods*Excel Auditing Tools*Using the Data Validation feature*Techniques to cross-foot and validate your spreadsheets | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Excel: Building Powerful Lookup and Reference Formulas (Self-Study) (25SX-0035)25SX-0035 | *Performing advanced searching and data retrieval with LOOKUP, INDEX and MATCH functions*Speeding up worksheet creation with the INDIRECT function*Testing conditions with the LOGICAL functions (IF, AND, OR, NOT)*Using ERROR checking functions | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Excel: Create KPI Dashboards for Maximum Impact (Self-Study) (25SX-0036)25SX-0036 | *Dashboard design guidelines*Setting up a Data Model*Creating calculated fields and columns*Creating KPIs*Adding a linked table to the data model*Creating PivotTables and PivotCharts*Adding Power View visualizations*Reviewing the completed dashboard | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Excel: Feature Review in 100 minutes (Self-Study) (25SX-0037)25SX-0037 | *Review of Excel's features and functions*Walk-through of Excel's ribbons  *What the Excel features and functions can do for you | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Excel: Formatting Spreadsheets for Beginners (Self-Study) (25SX-0038)25SX-0038 | *Cell formatting basics (fonts, fill, borders, alignment, numbers)*Using quick formatting tools (Cell Styles, copy & pasting, cell formats)*Printing your spreadsheets (page layout, printing to paper and PDF)Â *Creating and using templates*Create a Default layout (Workbook, sheets, settings) | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Excel: From a Blank Sheet to a Finished Workbook (Self-Study) (25SX-0039)25SX-0039 | *Best practices for creating a report in Excel*Getting data into Excel*Techniques to efficiently create reports in Excel*Using PivotTables to create interactive reports in Excel | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Excel: Functions and Formula Shootout (Self-Study) (25SX-0040)25SX-0040 | *Review of formula creation best practices*Demonstration of various Excel functions to enhance calculations*Using Excel functions to perform advanced calculations | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Excel: Fundamentals, Data Entry and Basic Formulas (Self-Study) (25SX-0041)25SX-0041 | *Review of the Excel interface*Basic data entry tasks using the fill command, range selection and copy & paste*Basics to creating formulas (absolute/relative reference, auto-computer, functions) | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Excel: New Features That Benefit Excel 2019 & O365 Users (Self-Study) (25SX-0042)25SX-0042 | *The new capabilities of Array Formulas*New formula functions, including XLOOKUP, XMATCH, SEQUENCE and more*Using the Ideas feature*Many more new features | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Excel: Two Must Know Features; Defined Name and Tables (Self-Study) (25SX-0043)25SX-0043 | *Using Defined Names in formula creation*Learning how Defined Names can lead to more accurate spreadsheets*Using the structured calculations in Excel Tables | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Excel: Using Charts for a Non-Financial Audience (Self-Study) (25SX-0044)25SX-0044 | *Selecting the right type of chart*Creating dynamic charts*Choosing what data to display as a chart*Customizing charts using various options*Printing and sharing charts | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Excel: Using PivotTables for Data Analysis (Self-Study) (25SX-0045)25SX-0045 | *The advantages of PivotTable for Data Analysis*Step-by-Step PivotTable creation*Creating PivotCharts  | |
| Self-Study | | On-Demand | 4 CPE (0 tech, 4 non-tech) | |
| Excel: Working With Text, Date and Time Functions and Formulas (Self-Study) (25SX-0046)25SX-0046 | *Using Text functions to join and separate text entries*Inserting Text functions to work with imported data*Performing date and time calculations with the Date and Time functions | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Exploring Internal Controls: That Could Have Prevented Frauds (Self-Study) (25SX-0047)25SX-0047 | *Examination of actual frauds
*Discussion of internal controls that could have prevented the frauds
*Contemplation of epiphanies for your own professional scenarios | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Financial Statement Shenanigans (Self-Study) (25SX-0048)25SX-0048 | *Factors that cause people to commit financial statement fraud
*The seven most common ways of "cooking the books"
*SpecifiC Corporate scandals which highlight "financial shenanigans"
*Increasing your awareness of possible techniques to detect financial statement irregularities and potential fraud | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Fixing Your Chart of Accounts (Self-Study) (25SX-0049)25SX-0049 | *Current Chart of Accounts Best Practices
*Why developing a chart of accounts begins with studying your organizational chart
*How to identify your account segments
*Determining the order of your account segments
*Best practices for numbering account bases
*How to avoid memorization
*Fixing Your Current Chart of Accounts
*How big company and small company software differs
*Two key approaches for preserving your historical data
*What to know when making major chart of accounts changes | |
| Self-Study | | On-Demand | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Fraud & Embezzlement: Case Studies from the Trenches (Self-Study) (25SX-0050)25SX-0050 | *How organizations can find themselves defrauded due to lax oversight and weak internal controls.
*How the existence of the "trusted advisor" creates situations where CPAs can drop their professional skepticism.
*illustrations of the issues companies should look for in preventing fraud and embezzlement. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Fraud Trends: Applying Real-life Lessons to Small- and Mid-Size Entities (Self-Study) (25SX-0051)25SX-0051 | *Fraud trends per the most recent Association of Certified Fraud Examiners (ACFE) Annual Report on Fraud and Abuse
*Real-life examples of fraud in nonpublic entity and nonprofit environments.
*Cyber-security risks of fraud | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Fundamentals of Income Taxation (Self-Study) (25SX-0052)25SX-0052 | *Standard Deductions v. Itemized Deductions
*Defining ordinary income, capital gains and qualified dividends.
*Cash v. Accrual methods
*Above- and Below- the Line deductions
*Extensions for filing a return
*Calculating the federal tax liability | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| GASB 87: Are You Ready? (Self-Study) (25SX-0053)25SX-0053 | *Leases*GASB 87*Financial reporting | |
| Self-Study | | On-Demand | 1.5 CPE (1.5 tech, 0 non-tech) | |
| How Fraud Can Affect Smaller Organizations (Self-Study) (25SX-0054)25SX-0054 | *The reasons for fraud*Fraudulent acts that are initiated against smaller organizations*Methods to stop fraud attempts against small businesses | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| If You Only Knew What Microsoft Word Could Do (Self-Study) (25SX-0055)25SX-0055 | *Best practices for those creating Word documents of all types*Using Word Styles to enhance and organize documents*Word features like PDF editing, automatic tables of contents, and cross-referencing that save time and add value | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Implementing and Maintaining an Internal Controls (Part 1) (Self-Study) (25SX-0056)25SX-0056 | *Control creation and implementation basics*Implementation and update procedures for an Internal Control system*Maintaining existing internal controls | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Implementing and Maintaining an Internal Controls (Part 2) (Self-Study) (25SX-0057)25SX-0057 | *Control creation and implementation basics*Implementation and update procedures for an Internal Control system*Maintaining existing internal controls | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Independence and Conflicts of Interest (Self-Study) (25SX-0058)25SX-0058 | *AICPA Code of Conduct: Independence, Conflicts of Interest
*Case Study: Olympus
*Case Study: Buca di Beppo | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Integrity, Objectivity and Judgment: Values in Action (Self-Study) (25SX-0059)25SX-0059 | *AICPA Code of Conduct: Integrity and Objectivity
*Case Study: Mortgage crisis of 2007-2010
*Case Study: World Com | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Internal Control Changes for Remote Workers (Self-Study) (25SX-0060)25SX-0060 | *The benefits and pitfalls of remote employees *How to maximize the value provided by distance workers *Policies, procedures, and control measures designed for a more geographically dispersed workforce. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Internal Controls to Mitigate Financial Reporting Risk (Self-Study) (25SX-0061)25SX-0061 | *Evolution of internal control concepts*Revamped 2013 COSO Internal Control - Integrated Framework*Designing an adequate "umbrella" of internal controls over financial reporting to prevent, or detect and correct, material misstatement due to fraud or error*Specific internal control considerations and sample documentation for smaller entities*Additional responsibilities for audits in accordance with Sarbanes-Oxley Act, Government Auditing Standards, and Single Audit Act requirements | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Intro to Governmental Accounting (Self-Study) (25SX-0062)25SX-0062 | *Financial reporting*Fund accounting*MD&A*Annual Comprehensive Financial Report | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Intro to NFP Accounting (Self-Study) (25SX-0063)25SX-0063 | *Accounting for nonprofit organizations
*Net assets
*Agency transactions
*Contributions
*Endowments
*Programmatic investments
| |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| IRS Penalties and Abatements (Self-Study) (25SX-0064)25SX-0064 | *Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penalties
*Rules on waiver of penalties and interests
*Various forms and procedures for requesting relief
*First Time Abatement: Requirements and procedures
*How an individual taxpayer qualifies for Reasonable Cause abatement
*Procedures for requesting refund of paid penalties
*Available administrative options | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Like-kind Exchanges in Real Estate Transactions (Self-Study) (25SX-0065)25SX-0065 | *Like-kind exchanges have been hailed as one of the few "legal tax shelters" still available for real property investments, but it is really a result of favored tax policy.
*These relatively straight-forward concepts can help a company significantly improve cash flow by deferring its tax liability.
*These concepts will be illustrated by real-life examples that present a novel approach to like-kind exchanges as a useful and practical tax-planning idea. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| LinkedIn Profile Secrets for CPAs (Self-Study) (25SX-0066)25SX-0066 | *Effective branding and LinkedIn profile positioning for CPAs
*Best practices and tips for each profile feature
*Optimizing language and words to attract clients: Your headline, essay, descriptions, and keywords
*Sizzle elements: Your headshot, background banner, videos, and media
*Essential LinkedIn settings and privacy for CPAs | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Compilation, Preparation and Review Basics and Peer Reviews (Self-Study) (25SX-0067)25SX-0067 | *Basic requirements included in AR-C Section 60, General Principles; AR-C Section 70, Preparation of Financial Statements; AR-C Section 80, Compilation Engagements; and AR-C Section 90, Review of Financial Statements.
*New requirements included in SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions.
*Common peer review findings.
*Practice tips for high-quality engagements.
| |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Auditing, SSARS and Attest Update (Self-Study) (25SX-0068)25SX-0068 | *Identify the most recent changes in auditing, reviews, compilations and other attestation engagements
*Select practice tips for achieving high quality engagements
| |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Common Findings in Single Audits (Self-Study) (25SX-0069)25SX-0069 | *Overview of Single Audit
*Consequences of Noncompliance
*Overview of findings and observations by compliance requirement
*Single Audit findings and observations from AICPA Peer Review and OIG
*Ways to prevent findings
| |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Comprehensive Accounting and Financial Reporting Update (Self-Study) (25SX-0070)25SX-0070 | *CECL for nonfinancial institutions.
*Accounting for Paycheck Protection Program loans.
*Accounting for web-hosting services.
*Revenue recognition.
*Leases.
*FASB projects in progress.
| |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Peer Reviews of SSARS Engagements (Self-Study) (25SX-0071)25SX-0071 | *Basic requirements of an engagement review.
*Qualifications for serving as a peer reviewer.
*Involvement of peer review administrators and technical staff, peer review committees, AICPA, state boards of accountancy.
*Engagement selection criteria, information to be provided to the peer reviewer, the evaluation of engagements, the synthesis of matters, the nature of the reports, what happens if there is a nonconforming engagement, follow-up actions required by the committee.
*Common engagement review findings and tips for passing peer review.
| |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Yellow Book Independence and Single Audit Fundamentals (Self-Study) (25SX-0072)25SX-0072 | *The conceptual framework approach to independence
*Independence threats related to preparing financial statements and accounting records
*Consideration of specific non-audit services that would and would not impair independence
*Documentation necessary to support adequate consideration of auditor consideration
*Fundamentals of a compliance audit performed under the Uniform Guidance
*Schedule of expenditure of federal awards
*Determination of major programs
*Using the Compliance SupplementÂ
*Uniform Guidance administrative requirements and cost principlesÂ
*Testing internal control over compliance
*Testing compliance
*Writing an audit finding
*Reporting requirements of a single audit
| |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| AICPA Audit Quality Update and Quality Management Standards (Self-Study) (25SX-0073)25SX-0073 | *Analysis of the AICPA's Enhancing Audit Quality Initiative
*Trends in audit qualityÂ
*Latest on the DOL's audit quality study
*Peer review findings and practice tips for achieving high practice quality
*AICPA's new SQMS - Overview, implementation considerations, timeline, and AICPA implementation resources
*PCAOB and IAASB quality management standards and the potential impact on AICPA standards
| |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| ASC 842, Leases: Implementation Issues and Lessons Learned (Self-Study) (25SX-0074)25SX-0074 | *FASB's Accounting Standard Update for Leases (ASC Topic 842)
*Key differences between ASC Topic 842 and ASC Topic 840
*Implementation options, entries, practical expedients, and remeasurement-triggering events
*FASB ASU 2023 - 01 - Leases (Topic 842): Common Control Arrangements
| |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| NFP Reporting and Presentation (Self-Study) (25SX-0075)25SX-0075 | *Presentation of NFP financial statements focusing on ASU 2016-14 and ASU 2016-18 with example disclosures
*Common pitfalls on functional expense reporting
*Tips to consider on functional expense reporting
*Ways to manage liquid resources
*Peer review findings relating to implementation of ASU 2016-14
*Items to consider when preparing for an audit and reviewing financial statements related to COVID-19 (underwater endowments, liquidity, going concern, subsequent events etc.)
*Key facts and impacts on current ASUs
*Cybersecurity issues
| |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Ethics and Technology for CPAs (Self-Study) (25SX-0076)25SX-0076 |
*The foundational ethical principles CPAs are required to follow and how these principles apply to audit quality, data privacy and security, and the use of emerging technologies.
*The profession's need to change to meet its ethics standard in a technology-centric environment.
*Changes being considered by the AICPA and the National Association of State Boards of Accountancy that could impact the profession.
| |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Creating a Culture of Trust in a Fraud-filled World (Self-Study) (25SX-0077)25SX-0077 | *Discuss why fraudsters are becoming more brazen, how you protect yourself and your organization.
*Consider the concept of trust and how can you establish real trust within your organization.
*Discuss the pressures that cause CPAs to cross the line. What are the ethical principles that CPAs are required to follow? Who is responsible for fraud prevention?
| |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Ethics - Regulatory and Standards Update (Self-Study) (25SX-0078)25SX-0078 | *Recent ethics standards changes that impact your practice.
*Key regulatory changes and initiatives affecting CPAs and the future of the profession.
*Emerging issues and standard-setting activity that could affect your practice.
*Practical applications of the standards and common practice issues and challenges. Examples include independence issues, serving clients in the cannabis industry, and reporting potential noncompliance with laws and regulations to third parties.
*How failure to follow the standards can result in unwanted regulatory actions and publicity.
| |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Online Fraud Targeting Individuals & Companies (Self-Study) (25SX-0079)25SX-0079 | *Types of fraud that targets individuals*How organizations can work to reduce risk for workers | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Operations Level Internal Control (Self-Study) (25SX-0080)25SX-0080 | *An overview of controls that drive procedures*Considerations for procedural control development*Understanding and controlling risk that arises when organizations change | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Personality Styles: Adapting to Different Types of Personalities for Improved Relationships and Interactions (Self-Study) (25SX-0081)25SX-0081 | *Defining primary personality style characteristics
*Determining your own primary personality style and the style of others
*Effectively adapting for improving interactions with various personality styles
*Leveraging strengths and minimizing the negative impact of personality weaknesses
*Applying personality style analysis to real-life situations involving clients, staff, peers and superiors | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Power BI: Analyze Your Data with Excel PivotTables (Course 3) (Self-Study) (25SX-0082)25SX-0082 | *The advantages of PivotTable for Data Analysis*Step-by-Step PivotTable creation*Creating PivotCharts  | |
| Self-Study | | On-Demand | 4 CPE (0 tech, 4 non-tech) | |
| Power BI: Create Excel Dashboards for Maximum Impact (Course 4) (Self-Study) (25SX-0083)25SX-0083 | *Dashboard design guidelines*Using Excel features to create visuals*Using visuals to create dashboards*Introduce new Power BI tools that enhance visual and dashboard creation  | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Power BI: Go Beyond PivotTables with Power Pivot (Course 6) (Self-Study) (25SX-0084)25SX-0084 | *Data modeling in Power Pivot*Using basic DAX to create calculations*What are and when to use calculated columns and measures*Using the data model in Power Pivot to create PivotTables*Hierarchies in Power Pivot   | |
| Self-Study | | On-Demand | 4 CPE (0 tech, 4 non-tech) | |
| Power BI: Introduction to MS Power BI Tools (Course 1) (Self-Study) (25SX-0085)25SX-0085 | *The challenge of using Excel for Data Analysis*An overview of the various Power BI Tools*An overview of when and why to use each Power BI Tool*A tour of each tools interface  | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Power BI: OLAP Formulas & More Time Intelligent Functions (Self-Study) (25SX-0086)25SX-0086 | *OLAP functions to create custom calculations on an Excel worksheet*Measures that help determine the date of your refreshed data*Advanced time intelligent functions to create date-based measures | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Power BI: Prepare Your Data Efficiently for Excel Analysis (Course 2) (Self-Study) (25SX-0087)25SX-0087 | *Getting data into the correct structure*Data sources that you can access*Working with multiple tables and data sources*Steps to import data for analysis*Introduction to Power Query and Get and Transform  | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Power BI: Share Your Data Analysis using PowerBI.com (Course 9) (Self-Study) (25SX-0088)25SX-0088 | *A tour of the PowerBI.com interface*Sharing data with Power Pivot and Power BI Desktop*Creating visualizations and turning them into dashboards*Sharing visualizations and dashboards with others  | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Power BI: Use Advanced Calculations with DAX Formulas (Course 7) (Self-Study) (25SX-0089)25SX-0089 | *Review Power Pivot calculations (column calculations vs. measures)*Create advanced DAX formulas*Using a Date / Calendar table for data analysis*The DAX calculation process  | |
| Self-Study | | On-Demand | 4 CPE (0 tech, 4 non-tech) | |
| Power BI: Use PBI Desktop to Create Reports and Dashboards (Course 8) (Self-Study) (25SX-0090)25SX-0090 | *Tour of the Power BI Desktop interface*Using Power BI Desktop to connect to data sources*Available visualizations in Power BI Desktop*Building interactivity into visualizations  | |
| Self-Study | | On-Demand | 4 CPE (0 tech, 4 non-tech) | |
| Power BI: Use Power Query to Transform Your Data (Course 5) (Self-Study) (25SX-0091)25SX-0091 | *Append files Combine multiple files from a folder*Add custom columns*Unpivot a table*Create a lookup table from a table  | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Reference Rate Reform (Self-Study) (25SX-0092)25SX-0092 | *LIBOR *Reference rate reform | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Risk Management in a Post-Covid World (Self-Study) (25SX-0093)25SX-0093 | *Black Swan Risks
*Role of Finance, Internal and External Auditors
*COSO's Risk Management Standards
*The COSO Cube
*The COSO Double Helix
*Risk Management Definitions
*Event Identification
*Expected Value Analysis
*The Heat Map
*The World Economic Forum Global Risk Reports
*Alternative Risk Responses
*Avoidance
*Reduce/Increase
*Share
*Accept
*Lessons from the Great by Choice Research
*Personal Risk Management | |
| Self-Study | | On-Demand | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Roadmap to Ethical Decision Making (Self-Study) (25SX-0094)25SX-0094 | *Review the AICPA's Code of Professional Conduct.
*Provide best practice tips and practical strategies for preserving independence when assisting clients with technical matters.
*Discuss the principles of professional conduct.
*Address compliance with professional standards.
*Use case studies to address circumstances that may create threats to independence. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Schedule C of Form 1040 (Self-Study) (25SX-0095)25SX-0095 | *Schedule C
*Business Deductions
*Self-employment taxes
*Business use of a vehicle
*Section 179 and Bonus Depreciation | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Section 174: New Rules for Research & Experimentation (Self-Study) (25SX-0096)25SX-0096 | *Discussion of the impact of the Section 174 law change requiring capitalization of research and experimental costs.
*Comparison of the Section 41 R&E credit to the Section 174 R&E deduction.
*Financial accounting for R&E costs.
*Required change of accounting method and Form 3115.
*Revised treatment of software development costs.
*Comprehensive case problems explaining implementation of the law changes. | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Shortcuts that Excel Users Love (Self-Study) (25SX-0098)25SX-0098 | *The power of keyboard shortcuts*Oft used features with more capability than meets the eye*New helpful features | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Shorten Month-End Closing Best Practices (Self-Study) (25SX-0099)25SX-0099 | *Trends in financial statement closings including the Quick Close, Soft Close and Virtual Close
*Review and discuss information systems' headaches that slow you down
*Work through examples of close cycle "time killers" and how to resolve them
*Get inventory and cost of sales under control
*Identify the improvement projects that will yield the biggest benefit
*Review what leading edge finance managers are doing to close more quickly | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Steps to Stop External Fraud (Self-Study) (25SX-0100)25SX-0100 | *Types of external fraud*Considerations as organizations work to reduce fraud risk*External fraud and known parties/External fraud unknown perpetrators | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Talk This Way: Communication Skills for the CPA (Self-Study) (25SX-0101)25SX-0101 | *Pervasive best practices for effective communication
*Specific strategies for written materials
*Unique considerations for verbal presentations
*The importance of recursive revision
*Tips for success
*Pitfalls to avoid | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Taxation of Business Entities (Self-Study) (25SX-0102)25SX-0102 | *Types of business entities (Sole proprietorship, Partnership, Corporation, Limited Liability Company and Limited Liability Partnership)
*Considerations in choosing a business entity, including taxes, limited liability protection, management & control, funding options & opportunities, tax consequences for the owners and the business.
*Future tax considerations that will impact various business entities. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Taxation of Judgement and Settlements (Self-Study) (25SX-0103)25SX-0103 | *Types of damages or remedies that can be awarded or agreed upon pursuant to litigation.
*Review of the Internal Revenue Code and regulations governing the taxation of various types of litigation payments.
*Suggestions for drafting pleadings or settlement agreements. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Taxation of Non-fungible Tokens (NFTs) (Self-Study) (25SX-0104)25SX-0104 | *NFT basics
*Classification of NFTs
*Current Legislative and Policy Environment
*Tax implications of creation, sales and exchanges of NFTs. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| The Art of Discipline and Getting Things Done: Applying Better Time, Team and Project Management Techniques (Self-Study) (25SX-0105)25SX-0105 | *Creating a culture of discipline
*Project and time management best practices
*Avoiding common time wasters
*Tips for both getting, and staying, organized
*Managing stress for yourself and others
*Managing productive meetings | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| The Choice of Entity Decision: What is Best for Your Client? (Self-Study) (25SX-0106)25SX-0106 | *Recent tax legislation and developments related to various entities, including sole proprietorships, single member LLCs, partnership/LLCs, S Corporations, and C Corporations.
*Impact of the Section 199A deduction
*Ramifications of the C to S election and the S to C election
*Corporate tax rate to individual tax rate comparison examples
*Other related topics | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Treasury Circular 230 for EAs and Other Tax Preparers (Self-Study) (25SX-0107)25SX-0107 | *Circular 230
*Conflicts of interest
*Loving case
*RTRP | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Understanding Internal Control Constructs (Self-Study) (25SX-0108)25SX-0108 | *Underlying concepts of internal control*The importance of control measure interdependency | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Understanding/Creating Internal Control Systems (Part 1) (Self-Study) (25SX-0109)25SX-0109 | *Underlying concepts of internal control*Defining where and why controls, policies and procedures are needed*Legacy control measures that are still important for businesses today*Creating control measures that address the use and protection of technology | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Understanding/Creating Internal Control Systems (Part 2) (Self-Study) (25SX-0110)25SX-0110 | *Underlying concepts of internal control*Defining where and why controls, policies and procedures are needed*Legacy control measures that are still important for businesses today*Creating control measures that address the use and protection of technology | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| What You Can Learn from the Statement of Cash Flows (Self-Study) (25SX-0111)25SX-0111 | *Preparation of the statement of cash flows
*Importance of identifying sources and uses of cash in financial reporting
*Financial statement analysis
*Cash-related financial statement disclosures | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| What's New in Excel (Self-Study) (25SX-0112)25SX-0112 | *New features and tools in Excel*Updates to the Excel Function Library | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| You Don't Know What You Don't Know About Excel (Part 1) (Self-Study) (25SX-0113)25SX-0113 | *Excel shortcuts and time savers*Working with templates, formats, styles, and themes*Customizing and enhancing Excel*Protecting and securing workbooks*Formula building and the Excel function library | |
| Self-Study | | On-Demand | 4 CPE (0 tech, 4 non-tech) | |
| You Don't Know What You Don't Know About Excel (Part 2) (Self-Study) (25SX-0114)25SX-0114 | *Excel shortcuts and time savers*Working with templates, formats, styles, and themes*Customizing and enhancing Excel*Protecting and securing workbooks*Formula building and the Excel function library | |
| Self-Study | | On-Demand | 4 CPE (0 tech, 4 non-tech) | |
| Accounting of the Soul: Making the World a Better Place (Webinar) (25WX-3837)25WX-3837 | *Overview of Virtue Ethics and the Common Good*Professionalism*The Virtue of Compassion*Gossip in the Workplace*Gratitude | |
| 11/20/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| New Mastering IRS Form 7217: Partnership Property Distributions (Webinar) (25WX-3968)25WX-3968 | *Property distributions in liquidation of a partner's interest*Section 751 and its impact on property distributions from a partnership*Mechanics of completing Form 7217 -- new for 2024*The Section 754 election and its role in partnership property distributions | |
| 11/28/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Invest in Your Mental Health and Avoid Burnout (Webinar) (25WX-3824)25WX-3824 | *How to recognize burnout and evaluate where you are on the burnout scale*How impostor syndrome drives coping reactions of overworking, over preparing and perfectionism*How mindfulness can reduce stress and save time*Silencing the critical inner voice*Tools to help you become more attuned to your needs and emotions*How attending to and regulating your nervous system impacts your mood and well-being | |
| 11/19/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New How to Audit Cash (Webinar) (25WX-3969)25WX-3969 | *Auditing cash*Audit assertions, risks, and threats to the cash balance*Auditing procedures to perform | |
| 11/28/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: IRS Behavioral Insights for Accountants (Webinar) (25WX-3794)25WX-3794 | *Behavioral insights (BI) PrimerHow and why BI are used by the IRSIRS and individual decision-making*IRS and environmental and design considerations*IRS and social norms*IRS "top of mind" issues BI and Implementation of tax reform legislation BI and private debt collection*BI and online taxpayer accounts*BI and taxpayer rights in "real" vs. "unreal" audits*BI and the tax-exempt approval process*BI and passport renewal and revocation*How to use BI to more mindfully interact with the IRS to improve outcomes | |
| 11/18/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Internal Control Changes for Remote Workers (Webinar) (25WX-3777)25WX-3777 | *The benefits and pitfalls of remote employees*How to maximize the value provided by distance workers*Policies, procedures, and control measures designed for a more geographically dispersed workforce | |
| 11/17/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Money Laundering 101 for CPAs (Webinar) (25WX-3713)25WX-3713 | *The theory of money laundering*Common money laundering statutes*Examples from court cases of money laundering statutes*Common occurrences with CPAs*Possible money laundering transactions*Applying the money laundering statutes in real life scenarios | |
| 11/13/2025 | 10:30 a.m. - 2:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Business Partnerships: Managing Supplier Relationships (Webinar) (25WX-3874)25WX-3874 | *Overview of supplier contracts*Case studies of successful and not-so-successful supplier relationships*Risk potentials | |
| 11/21/2025 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Get started with Power BI (Webinar) (25WX-3879)25WX-3879 | *Overview of the Power BI Tools: Introduction to the Power BI ecosystem, including Excel's Power BI features (Power Pivot and Power Query) and standalone tools (Power BI Desktop, Power BI Service, Power BI Report Builder and Power BI Report Server)*Tour of the Tools: Introduction to the interfaces of Power Pivot, Power Query, Power BI Desktop and Power BI Services*Comparative Analysis: Understand the strengths and limitations of Excel's Power BI features versus standalone Power BI tools*Strategic decision-making on when to use each tool for optimal efficiency and accuracy in data analysis tasks | |
| 11/21/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| An Ethical Approach to Mental Health Issues at Work (Webinar) (25WX-3660)25WX-3660 | *Virtue ethics and mental health*Definition, myths and bias of mental health*Suicide: Facts and resources*Recognizing signs of potential mental health challenges*Empathy and listening*Mental health and generational expectations*Becoming a mental health ally | |
| 11/11/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Financial Decisions that Led Two Businessmen to Prison (Webinar) (25WX-3894)25WX-3894 | *Career choices*Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 11/22/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Navigating IRS Collections: The Collection Process (Webinar) (25WX-3913)25WX-3913 | *Overview of the IRS collection process*Taxpayer rights and the Taxpayer Bill of Rights*Collection due process and appeals*Installment agreements and offers in compromise*Wage garnishments, levies, and liens*Penalties and interest | |
| 11/24/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Implementing and Maintaining an Internal Control System (Webinar) (25WX-3876)25WX-3876 | *Control creation and implementation basics*Implementation and update procedures for an Internal Control system*Maintaining existing internal controls | |
| 11/21/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Reasonable Compensation for S Corps (Webinar) (25WX-3666)25WX-3666 | *Explain the payroll tax advantage of taking distributions over wages*Review key court cases that shape todays reasonable compensation landscape*How to use court factors to stress test reasonable compensation*Best practices for determining reasonable compensation*Review of the IRS's enforcement on reasonable compensation; past, present and future | |
| 11/11/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethics of Recruitment and Selection (Webinar) (25WX-3990)25WX-3990 | *Discussion of ethical and effective recruiting strategies*Selection processes that foster diversity and inclusion*How to increase talent pools to ensure hiring success | |
| 11/29/2025 | 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-3857)25WX-3857 | *Decision Making Theory*Compensation & Employee Satisfaction*What benefits do employees care about?*Retirement Plan Basics*Health Insurance Basics*Disability Insurance Basics*Life Insurance Basics*Fringe Benefits*Summing It Up | |
| 11/20/2025 | 8 a.m. - 12 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-3732)25WX-3732 | *How to leverage tech and automation to fill workflow gaps*How to build a strong tech stack, and connect tools seamlessly*How one proven tech stack replaced more than half a traditional team while improving client satisfaction and reducing overhead | |
| 11/14/2025 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Create Measures in Power BI That Define Your Metrics (Webinar) (25WX-3699)25WX-3699 | *Introduction to DAX: Understanding the fundamentals of DAX and its role in Power BI*Advanced DAX Formulas: Delving into complex DAX functions and formulas for creating sophisticated measures*Time Intelligence in DAX: Exploring time-based functions to analyze data over different periods*Validating Measures with DAX: Techniques for ensuring accuracy and reliability in your DAX measures*Using PivotTables for Measure Validation: Employing PivotTables in Power BI to test and confirm the effectiveness of DAX measures | |
| 11/12/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Using AI to Instantly Transform Ideas into Revenue Streams (Webinar) (25WX-3847)25WX-3847 | *AI-powered ideation and opportunity identification techniques*Digital asset creation workflows using generative AI tools*Audio and video content generation using AI avatars and synthesis*E-commerce integration and product development strategies*AI-driven presentation and visual content creation*Social media content optimization and distribution*Multi-format content transformation (articles, songs, comics, storyboards) | |
| 11/20/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CPAxPACK Bundle: Audit Essentials -- Cash, Expenses, Inventory (Webinar) (25WX-4008)25WX-4008 | *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. | |
| 12/1/2025 | 8 a.m. - 4 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| Fraud Busters: Controls to Prevent and Detect Fraud (Webinar) (25WX-3904)25WX-3904 | *Fraud motivators - the fraud triangle, typical profiles of fraud perpetrators*Revisiting the basics of controls - design vs effectiveness, preventative vs. detective*Entity-wide controls and how they can assist in fraud deterrence*Specific fraud types and the controls that could prevent and detect them | |
| 11/24/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CPAxPACK Bundle: AI-Powered Accounting (Webinar) (25WX-4019)25WX-4019 | *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. | |
| 12/1/2025 | 8 a.m. - 4 p.m. | Online | 12 CPE (10 tech, 2 non-tech) | |
| Coping With the Growth of Online Fraud (Webinar) (25WX-3946)25WX-3946 | *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 | |
| 11/25/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Retaining Talent in a Competitive Marketplace (Webinar) (25WX-3750)25WX-3750 | *Decision Making Theory*Compensation & Employee Satisfaction*What benefits do employees care about?*Retirement Plan Basics*Health Insurance Basics*Disability Insurance Basics*Life Insurance Basics*Fringe Benefits*Summing It Up | |
| 11/14/2025 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Hot Topics Accounting Update (Webinar) (25WX-4001)25WX-4001 | *New accounting standards*The impact on Financial Reporting*Hot topics in financial reporting*Current and emerging US GAAP requirements | |
| 12/1/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Bookkeeper Goes to Prison (Webinar) (25WX-3680)25WX-3680 | *Career choices*Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 11/12/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Cultural Transformation (Webinar) (25WX-3977)25WX-3977 | *What is culture*Why culture matters*A process to change your organization's culture | |
| 11/28/2025 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New CPAxPACK Bundle: The Ultimate IRS Guide -- Forms and Collections (Webinar) (25WX-4010)25WX-4010 | *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. | |
| 12/1/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Defining Where and Why Internal Controls are Needed (Webinar) (25WX-3722)25WX-3722 | *Control design basics*Areas or segments of an enterprise to control*Controls to reduce risk*Controls to drive operations | |
| 11/13/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Money Laundering 101 for CPAs (Webinar) (25WX-3945)25WX-3945 | *The theory of money laundering*Common money laundering statutes*Examples from court cases of money laundering statutes*Common occurrences with CPAs*Possible money laundering transactions*Applying the money laundering statutes in real life scenarios | |
| 11/25/2025 | 10:30 a.m. - 2:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Not-for-Profit GAAP Update (Webinar) (25WX-3657)25WX-3657 | *Accounting Standard Updates issued by the FASB*Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on | |
| 11/11/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Beyond the Basics: Financial Ratios You Might Be Overlooking (Webinar) (25WX-3989)25WX-3989 | *Understanding Cost Behavior and Its Impact on Decision-Making*Contribution Margin and Break-Even Analysis*Margin of Safety and Its Role in Risk Management*Operating Leverage and Financial Sensitivity*Analyzing Asset Turnover for Operational Efficiency*Cash Conversion Cycle and Working Capital Insights*Free Cash Flow Yield as a Valuation Tool | |
| 11/29/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Accounting for and Auditing Cryptocurrency and Digital Assets (Webinar) (25WX-3863)25WX-3863 | *Common applications related to initial recognition and measurement, subsequent measurement or derecognition, presentation, and disclosure of cryptocurrency and other digital assets*Feedback from the AICPA's Digital Assets Working Group intended to assist auditors with opining on these digital records | |
| 11/21/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Recruit. Retain. Engage. Mastering LinkedIn for HR Success (Webinar) (25WX-3665)25WX-3665 | *How to pro-actively find, identify, and connect with new candidates from various sources within LinkedIn*Best practices for organically attracting candidates to your company and team*Strategic talent networking opportunities*Essential considerations of employee advocacy and brand building using LinkedIn*Retention strategies such as promoting a positive work environment, and expanding employee recognition and engagement strategies | |
| 11/11/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New How AI Fits into the Accounting World (Webinar) (25WX-3693)25WX-3693 | *An overview of AI constructs*How artificial intelligence is being used by accountants today*Accounting-centric AI developments on the horizon | |
| 11/12/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AI Lessons Learned for Accountants (Webinar) (25WX-3757)25WX-3757 | *Introduction to AI R&D in Accounting: Why internal AI research is essential for modern firms*Theory to Practice: Moving quickly from speculative AI concepts to actionable strategies*Managing Exponential Change: Understanding the urgency of adapting to AI's rapid evolution*Proactive AI Engagement: Conducting in-house AI benchmarks, research, and hackathons*The Dual Role in AI Development: Balancing innovation with data security and ethical responsibilities*Internal AI Tools Creation: Encouraging accountants to develop AI solutions tailored to their needs*Data Security and Cyber Threats: Addressing AI-enabled cybercrime and protecting against internal risks*Mitigating AI Misuse: Recognizing abuse patterns and implementing safe practices*Challenges in AI Integration: Handling resistance, management concerns, and rapid technological shifts*Continuous Learning and Adaptation: Building a resilient, R&D-focused AI culture in accounting | |
| 11/15/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Partnership Tax Updates (Webinar) (25WX-3923)25WX-3923 | *Court decisions covering partnership issues such as TEFRA, Statute of Limitations, Economic Substance, and Sec. 754 Elections*IRS procedural updates on passthrough entities*New developments on conservation easements | |
| 11/25/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Self-Rental Real Estate: Passive Activity and Section 199A (Webinar) (25WX-3942)25WX-3942 | *Definition of self-rental property - both for Sections 199A and 469*Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1*Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2*Form 8582 (passive activity)*The flow-through entity grouping election*Illustrative examples and consequences of failing to comply with the reporting standards*Self-rental property and "former passive activities" rules | |
| 11/25/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Defining Where and Why Internal Controls are Needed (Webinar) (25WX-4013)25WX-4013 | *Control design basics*Areas or segments of an enterprise to control*Controls to reduce risk*Controls to drive operations | |
| 12/1/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The CFO Who Went to Prison (Webinar) (25WX-3962)25WX-3962 | *The importance of valuesIdentifying success*Ethical dilemmas*Mitigation strategies*Creating tools to help make better decisions*Personal accountability strategies | |
| 11/28/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Best Non-Google Search Tools for Accountants (Webinar) (25WX-3792)25WX-3792 | *Why Advanced Search Skills Are So Critical for Accountants*Why You Need More than Google to Search the Internet*GARP: Generally Accepted Research Principles*Alternatives to Google*Advisory Search*Social Search*Specialty search*Search Engine resources*What's Ahead in Search | |
| 11/18/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Money Laundering Awareness for Accountants (Webinar) (25WX-4017)25WX-4017 | *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 | |
| 12/1/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| The Ethics of Self-Esteem For Women (Webinar) (25WX-4015)25WX-4015 | *Self-Esteem: What is it?*Belief systems*Benefits of high delf rsteem*Minimizing traps of low self esteem*Components of high self esteem | |
| 12/1/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Leveraging ChatGPT for Innovative Business Advisory Services (Webinar) (25WX-3772)25WX-3772 | *Introduction to ChatGPT and its applications in the business advisory context*In-depth exploration of enterprise evaluation methodologies like SWOT, PESTLE, BCG Matrix, McKinsey 7S Model, Ansoff Matrix, etc.*Practical case studies demonstrating application of ChatGPT in accounting business analysis*Key challenges faced by accounting firms and how ChatGPT can help overcome these*Best practices for implementing AI tools in the accounting sector*Future opportunities and trends in AI-enhanced business advisory services | |
| 11/17/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Taking Advantage of Array Formulas in Excel (Webinar) (25WX-3743)25WX-3743 | *Introduction to Array Formulas: This segment establishes the foundation by differentiating array formulas from regular Excel formulas and explaining their significance*Using Array Formulas: This section focuses on the practical application of array formulas, teaching participants how to effectively implement and utilize these formulas in a variety of common Excel tasks and scenarios*Dynamic Arrays and Spill Functions: This part covers the utilization of dynamic arrays and spill functions, highlighting their role in modern Excel data handling*Advanced Array Functions: Participants will delve into complex functions such as SUMPRODUCT, UNIQUE, SORT, and FILTER, focusing on multi-condition summing and data management*Using Array Constants: This section teaches how simplify the use of static values called Array Constants | |
| 11/14/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Managerial Accounting: Your Prescription for Better Decisions (Webinar) (25WX-3993)25WX-3993 | *Target profit and break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis*Budgeting | |
| 11/29/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Everyday Ethics at Work: Don't be the Next News Story! (Webinar) (25WX-4039)25WX-4039 | *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 | |
| 12/2/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Beyond the Basics: Financial Ratios You Might Be Overlooking (Webinar) (25WX-3682)25WX-3682 | *Understanding Cost Behavior and Its Impact on Decision-Making*Contribution Margin and Break-Even Analysis*Margin of Safety and Its Role in Risk Management*Operating Leverage and Financial Sensitivity*Analyzing Asset Turnover for Operational Efficiency*Cash Conversion Cycle and Working Capital Insights*Free Cash Flow Yield as a Valuation Tool | |
| 11/12/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Forgotten Managerial Accounting Tools for CPAs (Webinar) (25WX-3897)25WX-3897 | *Target profit analysis*Break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis | |
| 11/24/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ChatGPT and Complex Financial and HR Conversations (Webinar) (25WX-3820)25WX-3820 | *Budget Allocation and Negotiation Techniques*Compensation and Benefits Structuring*Managing Financial Performance and Layoffs*Financial and HR Aspects of Mergers and Acquisitions*Regulatory Compliance and Ethical Financial Practices*Strategies for Financial Crisis Management*Effective Performance Management Systems | |
| 11/19/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New What's Going on at the FASB (Webinar) (25WX-3908)25WX-3908 | *Accounting Standard Updates effective in 2024 for public entities, private entities, and not-for-profits*Review year 2 implications of the leases standard including modification accounting*A look at the projects identified by the FASB's Invitation to Comment: Agenda Consultation | |
| 11/24/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New A Working Parent's Guide to Prioritizing Mental Wellness (Webinar) (25WX-3965)25WX-3965 | *Challenging Cultural Expectations and Managing Stress: Explore the impact of societal pressures and develop strategies to counter unrealistic expectations while managing stress effectively*Prioritizing Self-Care and Physical Well-Being: Learn the importance of self-care, including sleep, exercise, relaxation, and setting boundaries, as well as understanding the critical connection between physical and mental health*Seeking Support and Building Resilience: Recognize when to seek help -whether through therapy, friends, or family- and develop skills to build resilience, create flexible work arrangements, and identify when additional support, such as professional intervention, is needed | |
| 11/28/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New CFO and Controller Critical Skills: Budgeting and Forecasting (Webinar) (25WX-3740)25WX-3740 | *Overview of budgeting tools*Overview of difference between budgeting and forecasting*Examples of various budgeting and forecasting techniques | |
| 11/14/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The CFO Who Went to Prison (Webinar) (25WX-3999)25WX-3999 | *The importance of valuesIdentifying success*Ethical dilemmas*Mitigation strategies*Creating tools to help make better decisions*Personal accountability strategies | |
| 12/1/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Casualty Losses: Disaster Relief Act of 2024 (Webinar) (25WX-3655)25WX-3655 | *Federal Disaster Relief Act provisions enacted in December, 2024*Comparison of personal use casualties with business/investment casualties*When to claim casualty losses*How to postpone casualty gains*Business casualty gains and depreciation recapture | |
| 11/11/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 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) | |
| New Navigating IRS Collections: Overview of Form 433 and Offers in Compromise (Webinar) (25WX-3994)25WX-3994 | *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 | |
| 11/29/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New What's Behind the Data? (Webinar) (25WX-3905)25WX-3905 | *Ways in which data and information can be misleading*Common pitfalls when encountering data*How to re-evaluate the data to avoid those pitfalls | |
| 11/24/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| What if Your Client Didn't Take Reasonable Compensation (Webinar) (25WX-3892)25WX-3892 | *Review best practices to help your client evaluate if an S election is an appropriate choice*How to be proactive and head off common reasonable compensation issues before they happen*Explore strategies for cash management if cash isn't available at year end*Explore what's at stake when reasonable compensation isn't paid timely | |
| 11/22/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Coaching the Next Generation of CPAs (Webinar) (25WX-3880)25WX-3880 | *Building a high-performing team comprised of multi-generational workers*How to effectively communicate with the millennial worker*Leveraging younger staff in business development opportunities*Measuring the productivity of a millennial workforce | |
| 11/21/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| PCAOB and SEC Update (Webinar) (25WX-3941)25WX-3941 | *Developments at the PCAOB*Recent trends in SEC comment letters*Enforcement actions and administrative proceedings*Conclusions and predictions for the future | |
| 11/25/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Taking Advantage of Array Formulas in Excel (Webinar) (25WX-3915)25WX-3915 | *Introduction to Array Formulas: This segment establishes the foundation by differentiating array formulas from regular Excel formulas and explaining their significance*Using Array Formulas: This section focuses on the practical application of array formulas, teaching participants how to effectively implement and utilize these formulas in a variety of common Excel tasks and scenarios*Dynamic Arrays and Spill Functions: This part covers the utilization of dynamic arrays and spill functions, highlighting their role in modern Excel data handling*Advanced Array Functions: Participants will delve into complex functions such as SUMPRODUCT, UNIQUE, SORT, and FILTER, focusing on multi-condition summing and data management*Using Array Constants: This section teaches how simplify the use of static values called Array Constants | |
| 11/24/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Steps to Stop External Fraud (Webinar) (25WX-3853)25WX-3853 | *Types of external fraud*Considerations as organizations work to reduce fraud risk*External fraud and known parties/External fraud unknown perpetrators | |
| 11/20/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Forensic Accounting: Finding Hidden Treasure in Tax Returns (Webinar) (25WX-3984)25WX-3984 | *The rules of IRS disclosure of tax information*Understanding the role of IRS transcripts*Interpreting the actions of the IRS in transcripts*FOIA requests*Analyzing tax information and returns for financial leads | |
| 11/28/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethics: Giving Thanks -- How to Master the Art of Gratitude (Webinar) (25WX-3916)25WX-3916 | *What gratitude is and how expressions of it can vary from culture to culture*Ways you can regularly say "thank you" to valued clients and colleagues*Methods for evaluating gratitude in prospective and current employees | |
| 11/24/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Defining Where and Why Internal Controls are Needed (Webinar) (25WX-3940)25WX-3940 | *Control design basics*Areas or segments of an enterprise to control*Controls to reduce risk*Controls to drive operations | |
| 11/25/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| S Corporations: Calculating Shareholder Basis (Webinar) (25WX-3801)25WX-3801 | *Discuss the calculation of basis when the entity is formed including the impact of contributed property*Explain the importance of shareholder loans to the entity*Uses a comprehensive example to illustrate the mechanics of the basis determination process*Schedule K-1 Basis and Form 7203*Discuss how basis is impacted by distributions of corporation property*Explain how basis is impacted by sale/or liquidation of the S corporation interest*Discuss how S corporation losses impact Form 1040 Schedule E reporting*Show how to get from the Schedule K-1 information to the basis calculations | |
| 11/18/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Lessons on Fraud Prevention from Sam Bankman-Fried's Crypto (Webinar) (25WX-3726)25WX-3726 | *What starts a government investigation for white-collar crime?*What is an indictment?*What is extradition?*What are pre-trial proceedings?*What is a mitigation strategy?*What is a plea agreement?*What is discovery in a criminal case?*What factors influence a sentence in a white-collar crime?*What collateral consequences follow for people convicted of business-related crime? | |
| 11/14/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Basic Individual Taxation Course (Webinar) (25WX-3961)25WX-3961 | *Defining Federal Income Taxes*Computing federal income tax liability*Calculating adjusted gross income*Defining Qualifying Child*Determining filing status*Calculating the Kiddie Tax*Standard deduction*Tax Rates for ordinary income, capital gains, and qualified dividend income*Cash v. Accrual Method*Filing deadlines and obtaining extensions | |
| 11/28/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Ethics and Civility in the Workplace (Webinar) (25WX-3770)25WX-3770 | *What is civility and how it is tied to the bottom line?*Principles of Civility*Giving the Benefit of the Doubt*Inclusivity*Communication*Review of ethical values and principles with an emphasis on: Respect, courage, compassion, honor, and accountability | |
| 11/17/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Mastering the Art of Conflict: CPA Transformative Strategies (Webinar) (25WX-3885)25WX-3885 | *Common conflicts CPAs face*The impacts of having/not having crucial conversations*Learn your conflict style and how to elevate your conflict capabilities*Identifying conflict triggers*Best practices using an integrated approach from Crucial Conversations, Fierce Conversations, and Leading with Questions*Interviews from CPAs and real-life scenarios they faced and what crucial conversation approaches they used | |
| 11/21/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| Talk This Way: Communication Skills for the CPA (Webinar) (25WX-3679)25WX-3679 | *Pervasive best practices for effective communication*Specific strategies for written materials*Unique considerations for verbal presentations*The importance of recursive revision*Tips for success*Pitfalls to avoid | |
| 11/12/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| How to Start a CFO Service (Webinar) (25WX-3901)25WX-3901 | *What business owners really want from a CFO/business advisory service (it's not what you think)*How to determine if you're qualified to provide CFO/business advisory services*Why now is the right time to be providing CFO/business advisory services*How to get new clients to your practice and how to approach existing clients*Why clients need you and why you need them*How much you should be charging for this type of service*How to provide a CFO/business advisory service in the most efficient way possible | |
| 11/24/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Adobe Acrobat Tips for Working with PDF Files (Webinar) (25WX-3710)25WX-3710 | *Review of all that Adobe Acrobat has to offer*Organizing your PDFs with bookmarks, links, file attachments and more*Formatting the presentation of PDFs with headers, footers and watermarks*Creating and processing fillable forms*Processing documents for e-signature*Tips for converting email messages, documents and spreadsheets into PDF format*Combining multiple PDF files into a single binder*Utilizing the security features of Adobe Acrobat to protect document confidentiality | |
| 11/13/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Entertainment, Meals and Travel Expenses: Review and Update (Webinar) (25WX-3843)25WX-3843 | *Definition of what qualifies as an entertainment expense*Strategies to deduct business entertainment expenses*Deductibility of meals*Situations not subject to the 50% meals and entertainment reduction*How to handle automobile issues related to employer-provided parking*Proper accounting for deductible vs. non-deductible expenditures*The four steps to analyze business expenses*The latest federal legislation, cases and rulings | |
| 11/20/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Adobe Acrobat Tips for Working with PDF Files (Webinar) (25WX-3910)25WX-3910 | *Review of all that Adobe Acrobat has to offer*Organizing your PDFs with bookmarks, links, file attachments and more*Formatting the presentation of PDFs with headers, footers and watermarks*Creating and processing fillable forms*Processing documents for e-signature*Tips for converting email messages, documents and spreadsheets into PDF format*Combining multiple PDF files into a single binder*Utilizing the security features of Adobe Acrobat to protect document confidentiality | |
| 11/24/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Fraud, Controls and Ethics: Best Practices and Case Studies (Webinar) (25WX-3764)25WX-3764 | *Examination of actual frauds*Discussion of internal controls that could have prevented frauds*Contemplation of epiphanies for your own professional scenarios*The AICPA Code of Professional Conduct*Other elements of professional conduct and compliance with professional standards | |
| 11/17/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
| Supervision/Management Competencies: An Ethical Approach (Webinar) (25WX-3718)25WX-3718 | *Overview of Virtue Ethics*Milgram and Zimbardo case studies*Navigating the transition from "Buddy to Boss"*Self-Awareness and Regard for Others*Setting Standards and Analyzing Performance*Unconscious Bias*Communication Skills | |
| 11/13/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Taking Advantage of Array Formulas in Excel (Webinar) (25WX-4043)25WX-4043 | *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 | |
| 12/2/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New AI Prompt Engineering Masterclass for Accountants (Webinar) (25WX-3991)25WX-3991 | *Introduction to Prompt Engineering: Basics of structuring effective prompts for meaningful AI responses*Understanding AI's "Lazy" Defaults: Why LLMs provide basic answers and how to push them to deliver richer insights*Multi-Layered Prompting: Techniques to encourage AI to provide responses across beginner to expert levels*Candid and Contrarian Responses: Using prompts that elicit honest and balanced insights, even on controversial topics*Ripple Effect and Cobra Effect: Probing the broader impacts and unintended consequences of financial decisions*Avoid Stupidity Checklist: A practical prompt for reducing mistakes in AI-assisted accounting tasks*Role-Based Perspective Prompts: Crafting prompts that guide AI to respond from specific professional viewpoints*Automation Ideas: Leveraging AI to optimize repetitive accounting tasks*Emotion-Driven Prompting: Exploring how emotion-focused prompts can enhance AI performance and engagement*Practical Applications in Accounting: How to apply prompt engineering in real-world financial analysis and decision-making | |
| 11/29/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Mastering the Excel Lookup Functions (Webinar) (25WX-3778)25WX-3778 | *A review of the various lookup functions, beyond VLOOKUPLearn which lookup works best for your situation*How to apply the many lookup functions*Discover advanced lookup techniques like nested lookups, approximate matching, and handling errors effectively*An in-depth review of the following functions:VLOOKUP / HLOOKUPXLOOKUPMATCH / INDEXXMATCHINDIRECTFILTERSORT / SORTBYUNIQUE*An overview of some newer functions | |
| 11/17/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New CPAxPACK Bundle: Unlock Power BI with Comprehensive Data Analysis (Webinar) (25WX-4024)25WX-4024 | *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. | |
| 12/1/2025 | 8 a.m. - 4 p.m. | Online | 10 CPE (0 tech, 10 non-tech) | |
| New Navigating IRS Collections: The Collection Process (Webinar) (25WX-3686)25WX-3686 | *Overview of the IRS collection process*Taxpayer rights and the Taxpayer Bill of Rights*Collection due process and appeals*Installment agreements and offers in compromise*Wage garnishments, levies, and liens*Penalties and interest | |
| 11/12/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ChatGPT: What Every CPA Should Know (Webinar) (25WX-3662)25WX-3662 | *Overview of the current landscape for AI in business*History of ChatGPT and generative AI*Fundamentals of generative AI technology and related nomenclature*ABC's of how to use ChatGPT*Demonstration of practical ChatGPT applications for accounting, finance and tax*A word of caution: What you should be concerned about*Developing a ChatGPT usage policy for your firm/business | |
| 11/11/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Managerial Accounting: Your Prescription for Better Decisions (Webinar) (25WX-3749)25WX-3749 | *Target profit and break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis*Budgeting | |
| 11/14/2025 | 9:30 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| An Ethical Approach to Mental Health Issues at Work (Webinar) (25WX-3971)25WX-3971 | *Virtue ethics and mental health*Definition, myths and bias of mental health*Suicide: Facts and resources*Recognizing signs of potential mental health challenges*Empathy and listening*Mental health and generational expectations*Becoming a mental health ally | |
| 11/28/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Annual Update for Accountants and Auditors (Webinar) (25WX-4003)25WX-4003 | *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 | |
| 12/1/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Leadershift: Drive Results Through Ethical Performance Management (Webinar) (25WX-3798)25WX-3798 | *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 | |
| 11/18/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| New A Working Parent's Guide to Prioritizing Mental Wellness (Webinar) (25WX-3652)25WX-3652 | *Challenging Cultural Expectations and Managing Stress: Explore the impact of societal pressures and develop strategies to counter unrealistic expectations while managing stress effectively*Prioritizing Self-Care and Physical Well-Being: Learn the importance of self-care, including sleep, exercise, relaxation, and setting boundaries, as well as understanding the critical connection between physical and mental health*Seeking Support and Building Resilience: Recognize when to seek help -whether through therapy, friends, or family- and develop skills to build resilience, create flexible work arrangements, and identify when additional support, such as professional intervention, is needed | |
| 11/11/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| PPP Fraud and Financial Professionals (Webinar) (25WX-3964)25WX-3964 | *Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 11/28/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Written Information Security Plans (Webinar) (25WX-3891)25WX-3891 | *Introduction to the Gramm-Leach-Bliley Act and its impact on data security*Circular 230 compliance and due diligence for practitioners*AICPA Statements of Standards relevant to WISP requirements*Key components of a Written Information Security Plan*Training requirements for employees, staff, and contractors*Practical guidance for drafting and implementing a WISP*FTC enforcement of data security standards for PTIN holders*Best practices for maintaining and updating WISP compliance | |
| 11/22/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New What's Behind the Data? (Webinar) (25WX-3706)25WX-3706 | *Ways in which data and information can be misleading*Common pitfalls when encountering data*How to re-evaluate the data to avoid those pitfalls | |
| 11/13/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Monthly Federal Tax Updates: December 2025 (Webinar) (25WX-3998)25WX-3998 | *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 | |
| 12/1/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Complete Guide to Analyze Data with Excel PivotTables (Webinar) (25WX-3674)25WX-3674 | *Introduction to PivotTables: Gain a solid understanding of what PivotTables are, their benefits in Excel, and how to prepare your data for creating effective PivotTables*Creating and Customizing PivotTables: Learn step-by-step how to build and format PivotTables, including filtering, sorting, and customizing layouts for optimal data analysis*Focus on Using PivotTables to Analyze Data: Explore techniques to summarize, group, and compare data with PivotTables, uncovering trends and insights for better decision-making*Advanced PivotTable Features: Discover advanced tools such as slicers, timelines, and using PowerPivot for deeper analytical capabilities*Data Visualization with PivotCharts: Learn to create PivotCharts from your PivotTables and customize them to visually present data insights effectively to stakeholders | |
| 11/11/2025 | 10:30 a.m. - 2:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Understanding Internal Control Constructs (Webinar) (25WX-4040)25WX-4040 | *Underlying concepts of internal control*The importance of control measure interdependency | |
| 12/2/2025 | 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-3741)25WX-3741 | *Fraudulent acts initiated from outside organizations*Why internal fraud occurs*The importance of fighting cyber-fraud*Steps that verify anti-fraud activities are working | |
| 11/14/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| What You Can Learn From the Statement of Cash Flows (Webinar) (25WX-3960)25WX-3960 | *Preparation of the statement of cash flows*Importance of identifying sources and uses of cash in financial reporting*Financial statement analysis*Cash-related financial statement disclosures | |
| 11/28/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Securing Your Data with a Password Management App (Webinar) (25WX-3821)25WX-3821 | *Introduction to the world of password management apps and what makes them so secure*Review and demonstration of top selling password management apps*Software features that will be reviewed*Password generation*Emergency user access*Entity vs. individual password management*Desktop vs. cloud based*Multi device synchronization*PII (personally identifiable information) forms filler*Credit card storage*Digital data vault | |
| 11/19/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New AICPA Regulatory Ethics Update (Webinar) (25WX-3791)25WX-3791 | *The Professional Ethics Executive Committee's updated ethics rules*An overview of recently issued ethics rules that CPAs need to know to be compliant | |
| 11/18/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Individual Tax Update: Recent Developments (Webinar) (25WX-3883)25WX-3883 | *2024/25 legislation impacting individual taxpayers*Extenders legislation update*Child tax and dependent care credits*Section 199A deduction*Capital gains and losses*Rental real estate*Other passive activities losses | |
| 11/21/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Take Command of Your Time (Webinar) (25WX-3846)25WX-3846 | *Identify time wasters and adopt strategies for eliminating them*Recognize the variety of causes of procrastination and apply techniques to overcome them*Use practical techniques for prioritizing work*Delegation strategies*Incorporate wellness and stress management into your day in short increments*Understand their energy cycles and use it to manage your schedule*Learn techniques to decrease stress in the moment (based on neuroscience) | |
| 11/20/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethics at Work: Diversity, Equity and Inclusion (Webinar) (25WX-3677)25WX-3677 | *Overview of ethics*Ethical values and principles*DEI working definitions*Unconscious bias, assumptions, microaggressions*Standing Up and Speaking Out*DEI and Organizational Responsibility | |
| 11/12/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Money Laundering Awareness for Accountants (Webinar) (25WX-3826)25WX-3826 | *Money laundering overview*Role of tax examiners and auditors*Tax return examination*Pre-audit indicators*Audit flags*Real estate issues*Cash indicators*International trade signals*Loan considerations*Professional service provider concerns*Money laundering and ethics | |
| 11/19/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New What's Going on at the FASB (Webinar) (25WX-3707)25WX-3707 | *Accounting Standard Updates effective in 2024 for public entities, private entities, and not-for-profits*Review year 2 implications of the leases standard including modification accounting*A look at the projects identified by the FASB's Invitation to Comment: Agenda Consultation | |
| 11/13/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Erase the Mark: Best Practices in Penalty Abatement (Webinar) (25WX-3738)25WX-3738 | *The authority of the IRS in assessing tax penalties*The types of penalties that can be removed*The process the IRS uses to evaluate penalty abatements*How to request penalty abatements*Best practices in asking for penalty abatement, including using appeals | |
| 11/14/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Advanced ChatGPT for Accountants (Webinar) (25WX-3661)25WX-3661 | *Introduction to ChatGPT and its Applications in Accounting*Custom Instructions (CI) for Persistent Context in Financial Conversations*Analyzing Financial Statements and News Releases using ChatGPT*Exploring Business Opportunities through Hyper-Local and Sectoral Analysis*Advanced Data Analysis for Financial Comparisons and Capital Asset Audits*Image Analysis for Asset, Space, and User Interface Design*Voice Interaction with ChatGPT for Enhanced User Experience and Accessibility | |
| 11/11/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Current Not-for-Profit Fraud Trends (Webinar) (25WX-3671)25WX-3671 | *Best practices for fraud prevention and detection*Common fraud schemes in not-for-profit including cash misappropriation; payroll fraud; vendor fraud; falsified billings; improper use of credit cards or purchase cards; the redirection of cash and non-cash contributions; personal use of assets; the redirection of grant benefits; other grant related fraud; travel and expense reporting fraud; and much more! | |
| 11/11/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Accounting for the Gig Economy (Webinar) (25WX-3912)25WX-3912 | *Characteristics unique to the gig economy*Independent contractor and employee classification considerations*Recordkeeping considerations for independent contractors*Accounting and reporting issues for gig economy participants*Audit and attestation for clients who participate in the gig economy*Tax and regulatory considerations*The CPA as a trusted advisor for independent contractors | |
| 11/24/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Integrity, Objectivity and Judgment: Values in Action (Webinar) (25WX-3877)25WX-3877 | *AICPA Code of Conduct: Integrity and Objectivity*Case Study: Mortgage crisis of 2007-2010*Case Study: World Com | |
| 11/21/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Operations Level Internal Control (Webinar) (25WX-3979)25WX-3979 | *An overview of controls that drive procedures*Considerations for procedural control development*Understanding and controlling risk that arises when organizations change | |
| 11/28/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Tax Depreciation: Review and Update (Webinar) (25WX-3656)25WX-3656 | *Recent tax legislation and developments related to capitalization*Eligible property for Section 179 and Section 168(k)*Discussion of the Section 179 deduction and its use to depreciate real property*The Section 168(k) deduction and its use to depreciate real property*Disposition of segments of real property*Exchanges of tangible personal property after repeal of the like-kind exchange rules*Other related topics | |
| 11/11/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Mastering the Excel Lookup Functions (Webinar) (25WX-4014)25WX-4014 | *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 | |
| 12/1/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Walter Haig's Personal Financial Health Checkup (Webinar) (25WX-4046)25WX-4046 | *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 | |
| 12/2/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New SECURE Act 2.0 and Updates (Webinar) (25WX-3924)25WX-3924 | *Implications for individualsChanges to the Saver's Credit*Changing the required minimum distribution rules for Roth 401(k)s*Changes to required beginning dates for required minimum distributions of retirement plans*Penalty-Free Withdrawals for Certain Emergency Expenses*Special provisions for firefighters and military personnel spouses Increases in catch-up contributions Impact on 529 plans*Opportunities for student loan payment matching*Implications for Employers*Starter Section 401(k) plans for small employers*Requiring automatic 401(k) enrollment*Improving worker access to emergency savings*Increasing part-time workers' access to retirement accounts*Statute of Limitations on excise taxes imposed on overcontributions to retirement plans*Multiple employer Section 403(b) plans*Automatic portability provisions*Other changes in the administration of company retirement plans | |
| 11/25/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Mastering IRS Form 7217: Partnership Property Distributions (Webinar) (25WX-3730)25WX-3730 | *Property distributions in liquidation of a partner's interest*Section 751 and its impact on property distributions from a partnership*Mechanics of completing Form 7217 -- new for 2024*The Section 754 election and its role in partnership property distributions | |
| 11/14/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Ethical Considerations of the New AICPA SSTS Rules (Webinar) (25WX-3864)25WX-3864 | *Review of the new AICPA Statement on Standards for Tax Services*Reorganization of SSTS by type of work performed*Discuss new standards on data protection, reliance on tools and representation of tax clients before taxing authorities | |
| 11/21/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New SEC Case Studies: Ethical Dilemmas in Finance and Accounting (Webinar) (25WX-4044)25WX-4044 | *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 | |
| 12/2/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Corporate Transparency Act Developments (Webinar) (25WX-3678)25WX-3678 | *Background of the Corporate Transparency Act*Beneficial Ownership Information Reporting (BOIR) Rule*Entities required to report*Reporting requirements imposed by the CTA*Due dates of reports*Information needed to satisfy the BOIR*Impact of failure to report*How to submit a report*Court rulings on CTA's unconstitutionality*Implications to entities as a result of the ruling inNSB*Potential reporting requirements due to FinCen's proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers | |
| 11/12/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New How to Audit Expenses and Payables (Webinar) (25WX-4033)25WX-4033 | *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 | |
| 12/2/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Role of Internal Control in the Risk-Based Audit (Webinar) (25WX-3997)25WX-3997 | *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 | |
| 12/1/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Building Security and Efficiency With Internal Control (Webinar) (25WX-3667)25WX-3667 | *An overview of control frameworks and concepts*Strategic considerations that can be incorporated into control development*Understanding and controlling risk that arises when organizations change or choose not to*The COSO Internal Control Framework and the COSO ERM Framework | |
| 11/11/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Erase the Mark: Best Practices in Penalty Abatement (Webinar) (25WX-3689)25WX-3689 | *The authority of the IRS in assessing tax penalties*The types of penalties that can be removed*The process the IRS uses to evaluate penalty abatements*How to request penalty abatements*Best practices in asking for penalty abatement, including using appeals | |
| 11/12/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ChatGPT: What Every CPA Should Know (Webinar) (25WX-3952)25WX-3952 | *Overview of the current landscape for AI in business*History of ChatGPT and generative AI*Fundamentals of generative AI technology and related nomenclature*ABC's of how to use ChatGPT*Demonstration of practical ChatGPT applications for accounting, finance and tax*A word of caution: What you should be concerned about*Developing a ChatGPT usage policy for your firm/business | |
| 11/26/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethical Considerations in Working with Cannabis (Webinar) (25WX-3786)25WX-3786 | *Framework for assessing the propriety of offering services within the state legal, regulated cannabis industry*Assist in identifying key stakeholders to be considered in conjunction to providing cannabis industry services, including:partners, staff, clients*Banking relationships*Malpractice insurance | |
| 11/18/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| New Unlock the Power of AI with Copilot in Excel (Webinar) (25WX-4000)25WX-4000 | *Introduction to Copilot in Excel*Automating Tasks and Enhancing Productivity*Advanced Data Insights with Copilot | |
| 12/1/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Analyzing Financial Statements (Webinar) (25WX-3684)25WX-3684 | *Balance sheet analysis*Income statement analysis*Cash flow statement analysis*Clues in the notes and MD&A*Industry nuances | |
| 11/12/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Installment sales: Maximize Tax Benefits and Stay Compliant (Webinar) (25WX-3815)25WX-3815 | *Installment sale treatment eligibility*When to elect out of installment sale treatment*Installment sale of business assets*Installment sale default and the rules for personal property versus real property*Installment sales and depreciation recapture | |
| 11/19/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New AI Revolution: The Big Picture for CPAs (Webinar) (25WX-3868)25WX-3868 | *Overview of AI and its evolution in business*Deep dive into generative AI and its applications*Impact of AI on accounting, tax and finance sectors*Future trends and opportunities for CPAs*Preparing for the AI-driven business environment | |
| 11/21/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accountants and Malpractice: Can We Get Sued for This? (Webinar) (25WX-3785)25WX-3785 | *How accountant liability is a very real threat in today's litigious society*A discussion of scenarios in which accounting professionals can find themselves inadvertently involved in a lawsuit*Pitfalls in which the accountant may find him- or her- self while dealing with clients*Real-life examples from the speaker's extensive experience as a practitioner and as an expert witness in accounting malpractice cases | |
| 11/18/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| ChatGPT for Accountants: 50+ Use Cases (Webinar) (25WX-4016)25WX-4016 | *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 | |
| 12/1/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Navigating IRS Correspondence: Responding to IRS Letters (Webinar) (25WX-3849)25WX-3849 | *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 | |
| 11/20/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Retirement Planning: Next Stage for You or Your Client (Webinar) (25WX-4029)25WX-4029 | *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 | |
| 12/2/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Supporting Mental Wellness to Thrive in Work and Life (Webinar) (25WX-3705)25WX-3705 | *Understanding Mental Wellness: Explore how the brain functions and the connection between mental and physical wellness*Learn how stress impacts brain health and overall well-being*Practical Strategies for Balanced Living: Discover techniques for improving sleep, nutrition, and physical activity to support mental wellness*Learn the importance of setting boundaries, fostering open communication, and building meaningful connections*Recognizing and Managing Support Needs: Identify when to seek additional support and learn how to integrate self-care practices that promote sustainable mental and emotional health | |
| 11/13/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| What You Can Learn From the Statement of Cash Flows (Webinar) (25WX-3751)25WX-3751 | *Preparation of the statement of cash flows*Importance of identifying sources and uses of cash in financial reporting*Financial statement analysis*Cash-related financial statement disclosures | |
| 11/15/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Understanding and Creating an Internal Control System (Webinar) (25WX-3797)25WX-3797 | *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 | |
| 11/18/2025 | 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-4025)25WX-4025 | *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 | |
| 12/1/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Accounting and Disclosure Issues After a Natural Disaster (Webinar) (25WX-3729)25WX-3729 | *Current and noncurrent asset impairment*Insurance claims and related recoveries*Debt and liquidity issues*Government assistance and relief*Subsequent Events*Lease modifcations*Other matters | |
| 11/14/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethical Management of Conflict (Webinar) (25WX-3731)25WX-3731 | *Professionalism, conflict and ethics*Sources and approaches to conflict*Managing conflict from the inside: Awareness of human tendencies, human emotions, and gossip*Guidelines for managing conflict collaboratively | |
| 11/14/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Tax Implications of Retirement Plan Distributions (Webinar) (25WX-3818)25WX-3818 | *Required minimum distributions for a deceased's heirs.2025 retirement plan contribution limits.Required minimum distributions and contributions to charity.Key provisions of Secure Act 2.0 | |
| 11/19/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Art of Engaging in Difficult Conversations (Webinar) (25WX-3850)25WX-3850 | *Awareness of your mindset entering the conversation*Tactics to build a pool of meaning*Clarity around story telling*Biggest mistakes to avoid | |
| 11/20/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Fraud and Embezzlement: Case Studies from the Trenches (Webinar) (25WX-3669)25WX-3669 | *How organizations can find themselves defrauded due to lax oversight and weak internal controls*How the existence of the "trusted advisor" creates situations where CPAs can drop their professional skepticism*Illustrations of the issues companies should look for in preventing fraud and embezzlement | |
| 11/11/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Ethics: 10 Crucial Qualities of High Character CPAs (Webinar) (25WX-3816)25WX-3816 | *Discover why the ten crucial qualities of high-character CPAs are essential to your success*Learn how to evaluate these qualities in job candidates and why you must do so | |
| 11/19/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| The Ethical Management of Conflict (Webinar) (25WX-3929)25WX-3929 | *Professionalism, conflict and ethics*Sources and approaches to conflict*Managing conflict from the inside: Awareness of human tendencies, human emotions, and gossip*Guidelines for managing conflict collaboratively | |
| 11/25/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Building a Better Budget in a Time of Uncertainty (Webinar) (25WX-3936)25WX-3936 | *Budgets vs. forecasts*Cyclicality*Core earnings & sustainable growth*Identifying key forecast drivers*Reasonableness in forecasting*Approaches to budgeting*Budgeting variances*Horizontal analysis*Flexible budgeting | |
| 11/25/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Not-for-Profit GAAP Update (Webinar) (25WX-3928)25WX-3928 | *Accounting Standard Updates issued by the FASB*Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on | |
| 11/25/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Governmental GAAP Update: Navigating GASB Standards (Webinar) (25WX-3865)25WX-3865 | *New GASB standards: GASB 100, Accounting Changes and Error Corrections*GASB 101, Compensated Absences*Practical case studies | |
| 11/21/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: How to Give and Receive Criticism the Right Way (Webinar) (25WX-3926)25WX-3926 | *Entertaining lecture by a professional presenter, illustrated with relevant video clips and photographs, to cover the main points of the webinar*Writing exercises, so you can see how these lessons apply to your own CPA practice and personal life*True stories about CPAs and other leaders to show what can happen when apologies and criticism are done right, and the pitfalls of doing them the wrong way | |
| 11/25/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Fraud Case Studies: 21st Century Professional Misbehavior (Webinar) (25WX-3933)25WX-3933 | *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 | |
| 11/25/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
| Invest in Your Mental Health and Avoid Burnout (Webinar) (25WX-4011)25WX-4011 | *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 | |
| 12/1/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Ethics: How to Run Your Business Well (Webinar) (25WX-3967)25WX-3967 | *The five principles of ethical intelligence*How to make the right decisions in a range of challenging situations*The fundamental ethical principal, "Do No Harm" | |
| 11/28/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| The Leadership Skills of Tomorrow: Delegate and Listen (Webinar) (25WX-3711)25WX-3711 | *Three levels of listening*Strategies to remain focused*Building trust through listening*Tactics to practice the Titanium Rule*Delegating with confidence*Establishing an accountability system | |
| 11/13/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Microsoft 365: Save More Time, Make More Money (Webinar) (25WX-3869)25WX-3869 | *Appreciate the full potential of Microsoft 365 to drive efficiency in your business*Learn best practices for harnessing the power of Microsoft 365*Design your Teams app setup to meet the unique attributes of your business*Use SharePoint and OneDrive to organize your files and share them securely internally and externally*Organize your thoughts, meeting notes and other content centrally in OneNote*Manage your projects, large and small, with the Planner app*Deploy the Stream app to document processes efficiently and effectively*Bonus Content: Understand how to harness the power of AI with Microsoft Copilot | |
| 11/21/2025 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Disrupt to Dominate: Mastering Change Leadership (Webinar) (25WX-3921)25WX-3921 | *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 | |
| 11/24/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Advanced ChatGPT for Accountants (Webinar) (25WX-3972)25WX-3972 | *Introduction to ChatGPT and its Applications in Accounting*Custom Instructions (CI) for Persistent Context in Financial Conversations*Analyzing Financial Statements and News Releases using ChatGPT*Exploring Business Opportunities through Hyper-Local and Sectoral Analysis*Advanced Data Analysis for Financial Comparisons and Capital Asset Audits*Image Analysis for Asset, Space, and User Interface Design*Voice Interaction with ChatGPT for Enhanced User Experience and Accessibility | |
| 11/28/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Leadershift: Drive Results Through Ethical Performance Management (Webinar) (25WX-3835)25WX-3835 | *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 | |
| 11/19/2025 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| Ethics: What a CPA in Business and Industry Needs to Know (Webinar) (25WX-3953)25WX-3953 | *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 | |
| 11/26/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Ethical AI Practices for CPAs: Ensuring Responsible Use (Webinar) (25WX-3734)25WX-3734 | *Understanding ethical implications of AI*Data privacy and security considerations*Compliance with regulations and professional standards*Developing ethical AI policies and procedures | |
| 11/14/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Casualty Losses: Disaster Relief Act of 2024 (Webinar) (25WX-3906)25WX-3906 | *Federal Disaster Relief Act provisions enacted in December, 2024*Comparison of personal use casualties with business/investment casualties*When to claim casualty losses*How to postpone casualty gains*Business casualty gains and depreciation recapture | |
| 11/24/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Yellow Book Independence and Single Audit Fundamentals (Webinar) (25WX-3807)25WX-3807 | *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 | |
| 11/18/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Determining Reasonable Compensation for Owner Employees (Webinar) (25WX-3981)25WX-3981 | *An analytical framework for analyzing and opining on reasonable replacement compensation for owner-employees of closely held businesses and professional practices in the context of tax planning, compliance, management consulting and business appraisal assignments*Executive compensation components, including the valuation of non-qualified plans and restricted stock units | |
| 11/28/2025 | 10:30 a.m. - 12:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Clean, Transform and Load Data in Power BI (Webinar) (25WX-3802)25WX-3802 | *Introduction to Power Query in Power BI: Understanding the interface and basic functionalities*Data Cleaning Techniques: Removing duplicates, handling null values, and data type conversions*Data Transformation: Advanced methods for manipulating data, including pivoting, merging, and appending queries*Data Loading: Efficiently loading data into the Power BI data model*Document the Process Steps: Setting up details for each step in the process so you can document what is happening and why | |
| 11/18/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Current Cybersecurity Risk Management Trends (Webinar) (25WX-3696)25WX-3696 | *Overview of current cybersecurity threats and how to mitigate data breach risk*Describe how to avoid malware and other security threats | |
| 11/12/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Partnership/LLC Taxation: Tax Basis Capital Accounts (Webinar) (25WX-3767)25WX-3767 | *Discuss the impact of the Section 199A flow-through entities deduction on partnerships and their partners*The meaning of a "tax basis capital account"*How the financial accounting and tax capital accounts differ from one another*Determine a partner's share of the partnership's liabilities*Distinguish "recourse" loans from "nonrecourse" loans*What are "qualified nonrecourse financing" loans and how they affect partners*Section 704 "built-in gain or loss" rules and how they impact Schedule K-1 reporting*Section 4655 "at risk" rules and how they impact Schedule K-1 reporting | |
| 11/17/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New How to Audit Expenses and Payables (Webinar) (25WX-3685)25WX-3685 | *The basics of auditing expenses*Accrued liabilities and other payables*Relates audit assertions, risks, and threats to the expenses and payables balances*Substantive auditing procedures to peform | |
| 11/12/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| You Don't Know What You Don't Know About Microsoft Excel (Webinar) (25WX-3914)25WX-3914 | *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. | |
| 11/24/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Bumper Sticker Ethics v. Professional Ethics (Webinar) (25WX-3775)25WX-3775 | *Introduction: "Bumper Sticker Ethics"*Thinking About Ethics: Digging a Little Deeper*Compare: Principles of Professional Ethics in Accounting*Case Study: Frank v. Dana Corp.*Conclusion: The Conceptual Framework as an Ethics Resource | |
| 11/17/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Current Not-for-Profit Fraud Trends (Webinar) (25WX-4047)25WX-4047 | *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! | |
| 12/2/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Side-Hustle CFO (Webinar) (25WX-3765)25WX-3765 | *The systems you need to start your own advisory service*Information on how to package, price and market your business*Transforming accounting knowledge into expertise you can sell | |
| 11/17/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Tax Season Update for Individuals with Steve Dilley (Webinar) (25WX-3700)25WX-3700 | *2024/25 legislative developments, cases and rulings impacting individual taxpayers*Changes to Form 1040 and other related forms, worksheets and schedules*Individual income items, itemized deductions and credits*Updated tax rate schedule and other inflation adjusted items*Implications for self-employed taxpayers of various legislation*Section 199A changes, including use of carryforward passive activity and 199A losses*Capital gains and losses*Passive activity and hobby loss rules changes | |
| 11/12/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Build a Data Model for Analysis in Power BI (Webinar) (25WX-3810)25WX-3810 | *Data Modeling Essentials: Understanding the core concepts of data modeling in Power BI, including integration of various data sources*Building Relationships: Techniques to establish and manage relationships between different data sets*Calculated Columns and Basic DAX Measures: Introduction to DAX (Data Analysis Expressions) and its application in creating calculated columns and basic measures*Calculated Columns vs Measures: Insights into when to use calculated columns and when to opt for measures*Explicit vs Implicit Measures: Understanding the difference and appropriate application of explicit and implicit measures in data analysis*Hierarchies in Data: Creating and utilizing hierarchies to enhance data analysis and reporting*Using Pivot Tables to Validate Measures: Practical skills in using pivot tables within Power BI to validate and refine measures | |
| 11/19/2025 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Using e-Signature Software to Process Agreements (Webinar) (25WX-3805)25WX-3805 | *Review of the digital document signing process*Key features to evaluate in selecting a solution*Review and distinguish top selling e-signature applications*Best practices for deploying e-signature software in your practice or business | |
| 11/18/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Entertainment, Meals and Travel Expenses: Review and Update (Webinar) (25WX-4032)25WX-4032 | *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 | |
| 12/2/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Coping With the Growth of Online Fraud (Webinar) (25WX-3822)25WX-3822 | *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 | |
| 11/19/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Beyond the Numbers: Success Strategies for Female CPAs (Webinar) (25WX-3980)25WX-3980 | *How to increase your visibility instead of flying under the radar*Critical time management techniques that allow you to focus and prioritize the right strategic initiatives*How your inner critic operates and how to silence it*How to build a network of community support and mentoring*What impostor syndrome is and how it may be holding you back | |
| 11/28/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| ChatGPT and IRS Taxation Law Research (Webinar) (25WX-3889)25WX-3889 | *Utilizing ChatGPT for IRS Tax Law Research: Principles and Practices*Navigating IRS Databases Using Advanced AI Techniques*Using IRS Prompt Templates: In-depth Analysis and Application*ChatGPT in Action: Case Studies and Real-World Scenarios*Exploring IRS Tax Laws: Strategies, Loopholes, and Compliance*Error Prevention and Correction in Tax Law Research*Future Trends: AI's Evolving Role in Taxation and Accounting | |
| 11/22/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Comprehensive Accounting and Financial Reporting Update (Webinar) (25WX-3739)25WX-3739 | *CECL for nonfinancial institutions*Accounting for Paycheck Protection Program loans*Accounting for web-hosting services*Revenue recognition*Leases*FASB projects in progress | |
| 11/14/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Servant Leadership 101 (Webinar) (25WX-3937)25WX-3937 | *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 | |
| 11/25/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Income Tax Analysis: Exploring In-Depth Concepts (Webinar) (25WX-3830)25WX-3830 | *Introduction to GAAP and IRC Frameworks*Key differences between financial reporting and tax reporting*Understanding timing differences*Recognition of revenue and expenses Under GAAP vs. IRC*Discussion of Deferred Tax Assets*Impact of Deferred Tax Liabilities*Permanent vs. temporary differences*Reconciliation of book income to taxable income | |
| 11/19/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Corporate Transparency Act Developments (Webinar) (25WX-3899)25WX-3899 | *Background of the Corporate Transparency Act*Beneficial Ownership Information Reporting (BOIR) Rule*Entities required to report*Reporting requirements imposed by the CTA*Due dates of reports*Information needed to satisfy the BOIR*Impact of failure to report*How to submit a report*Court rulings on CTA's unconstitutionality*Implications to entities as a result of the ruling inNSB*Potential reporting requirements due to FinCen's proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers | |
| 11/24/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Revision to Government Auditing Standards Impact (Webinar) (25WX-3724)25WX-3724 | *Key changes made by the 2024 Revision to Government Auditing Standards*Review when the GAGAS requirements are applicable to a financial statement audit*When reporting on key audit matters may apply in a GAGAS audit*Clarifications related to the independence requirements in a financial statement audit imposed by the 2024 Yellow Book*Review the impact of the Quality Management Standards to a financial statement audit conducted under the 2024 Revision to Government Auditing Standards*Other important matters contained in the 2024 Government Auditing Standards related to financial statement audits | |
| 11/13/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Internal Control: Testing for Operating Effectiveness (Webinar) (25WX-3829)25WX-3829 | *Generally accepted audit requirements related to testing controls for operating effectiveness*Identifying key controls that may prove effective and efficient to test in a control reliance strategy*Responses when deviations are discovered when evaluating the design or operating effectiveness of internal control*Leveraging audit evidence available for Service Organization Control (SOC1) Reports*General computer control considerations when evaluating the design and operating effectiveness of internal control over financial reporting | |
| 11/19/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Microsoft 365 Application Lightning Round Review (Webinar) (25WX-3932)25WX-3932 | *Lightning round review of the following apps, with an explanation and demonstration of what each of them offers*Teams - the foundation of all that you do in Microsoft 365SharePoint / OneDrive - secure cloud storage*Power BI - the new financial reporting model*Stream - the YouTube for your organization*Bookings - streamline your appointment scheduling *OneNote - get your content organized for quick retrieval Lists - create custom list tracking reports*To Do - consolidate all your Outlook, Planner and general "to do's" in one app*Planner - manage simple and complex engagements and projects in an intuitive app*A quick look at many of the remaining apps | |
| 11/25/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| ChatGPT Bootcamp for CPAs with John Higgins (Webinar) (25WX-3859)25WX-3859 | *Review the history of ChatGPT*Tour of the ChatGPT app and how to use it*Setting up a ChatGPT account (free & premium)*Variety of hands-on case study examples for accounting, finance and tax*A look under the hood at how ChatGPT works*Caution - how to avoid risks in using ChatGPT*A look into the future potential for AI in business | |
| 11/20/2025 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| A Culture of Regulatory Ethics: A Competitive Advantage (Webinar) (25WX-3986)25WX-3986 | *Does it pay for a company to have strong ethics?*Can you measure the financial impact of ethics?*Does ethics make a difference in financial performance?*Can ethics be used as a competitive advantage?*What sets the CPA designation apart?*AICPA Code of Professional Conduct & the Conceptual Framework Approach*Ethics as a marketing tool*Personalizing your Code of Ethics*Four building blocks of ethical culture*What influences employee behavior?*Ethical research*Building trust in organizations*Maintaining objectivity in difficult situations | |
| 11/28/2025 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| Using ChatGPT with Excel (Webinar) (25WX-3653)25WX-3653 | *Introduction to ChatGPT and other AI (Artificial Intelligence) language models*Discussion of best practices for using ChatGPT with Excel*Use ChatGPT to create, debug and explain formulas*Use ChatGPT to learn how to use Excel features*Use ChatGPT to automate repetitive tasks in Excel*Use ChatGPT to easily create macros | |
| 11/11/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Learning to Teach Tax as a Second Language (Webinar) (25WX-4012)25WX-4012 | *Accounting as a foreign language*Commonly misunderstood concepts*Communicating tax matters*Client-practitioner interactionsInteracting with tax authorities | |
| 12/1/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Tax Season Update for Individuals with Steve Dilley (Webinar) (25WX-3996)25WX-3996 | *2024/25 legislative developments, cases and rulings impacting individual taxpayers*Changes to Form 1040 and other related forms, worksheets and schedules*Individual income items, itemized deductions and credits*Updated tax rate schedule and other inflation adjusted items*Implications for self-employed taxpayers of various legislation*Section 199A changes, including use of carryforward passive activity and 199A losses*Capital gains and losses*Passive activity and hobby loss rules changes | |
| 11/29/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New CFO Series: Re-inventing the Modern CFO -- How to Adapt (Webinar) (25WX-3976)25WX-3976 | *Championing the role of innovation in the workplace*Technology evangelists and change agents*What does it mean?*What is our role?*The roles we take on and differences between the roles we are assigned*How innovation and strategy matter*Current and future trends and expectations for financial leaders and CFOs*Top ten crucial skills for 2035 | |
| 11/28/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Grading Your Auditors: Are You Getting the Most Value? (Webinar) (25WX-3744)25WX-3744 | *Limitations in roles and responsibilities an auditor can accept without impairing independence*Assessing the strength of your auditor's ability to think critically, strategically, and creatively in appropriate circumstances*Evaluating your auditor's time and project management stills*Grading your auditor's communication and interpersonal skills, in exceeding your expectations on an audit | |
| 11/14/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Improve Spreadsheets by Building Controls in Excel (Webinar) (25WX-3787)25WX-3787 | *Learn best practices when designing your spreadsheets*How to create a proper worksheet structure*Learn to use Excel's built in features to find errors*How to create your custom controls to prevent and find errors*Using links to quickly move to controls*Using Conditional Formatting to highlight errors | |
| 11/18/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CFO and Controller Critical Skills: Budgeting and Forecasting (Webinar) (25WX-4038)25WX-4038 | *Overview of budgeting tools*Overview of difference between budgeting and forecasting*Examples of various budgeting and forecasting techniques | |
| 12/2/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How to Double Your Firm's Revenue Through CFO and Advisory (Webinar) (25WX-3878)25WX-3878 | *The average revenue of most accounting firms*The number of advisory clients you'll need to double your firm's revenue*How much you should be charging for advisory services*How we define CFO and advisory services*What business owners really want from their advisor*The three types of CFO/Advisory firms*How to get clients to pay you approximately $2,500 per month for advisory services*The three systems you'll need to add a CFO/Advisory service to your firm | |
| 11/21/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Ethical Performance Management (Webinar) (25WX-3970)25WX-3970 | *Definition and benefits of ethical performance management*Setting standards/Goal setting*Preparing and conducting the appraisal interview*Legal considerations in performance management*Avoiding rater bias*Feedback and coaching | |
| 11/28/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Advanced Excel for Staff: Build Reports and Analyze Data (Webinar) (25WX-3862)25WX-3862 | *Building Reports Workflow: Understand the steps for creating professional and functional reports*Gather and Organize Data: Learn best practices for compiling and cleaning data for accurate analysis*Set Calculations and Key Metrics: Apply formulas and functions to calculate meaningful insights*Format and Structure Report: Use formatting tools to create visually appealing and structured reports*Review and Validate: Verify data accuracy and troubleshoot potential errors*Share the Report: Learn methods for distributing reports effectively within your organization | |
| 11/21/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Business Tax Update: Recent Developments (Webinar) (25WX-3959)25WX-3959 | *2024/25 legislation impacting business taxpayers*Extenders legislation update*Meals and entertainment expense reporting*Partnership and S corporation updateIncome and deductions | |
| 11/26/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Noble Leadership: An Ethical Approach (Webinar) (25WX-3866)25WX-3866 | *Leadership Definition*Virtue Ethics*Relationship of Virtue Ethics to Leadership*Characteristics of the Noble Leader*Actions to create a culture of respect and dignity | |
| 11/21/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Supporting Mental Wellness to Thrive in Work and Life (Webinar) (25WX-3988)25WX-3988 | *Understanding Mental Wellness: Explore how the brain functions and the connection between mental and physical wellness*Learn how stress impacts brain health and overall well-being*Practical Strategies for Balanced Living: Discover techniques for improving sleep, nutrition, and physical activity to support mental wellness*Learn the importance of setting boundaries, fostering open communication, and building meaningful connections*Recognizing and Managing Support Needs: Identify when to seek additional support and learn how to integrate self-care practices that promote sustainable mental and emotional health | |
| 11/29/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New CPAxPACK Bundle: Unlocking AI Potential for Business Innovation (Webinar) (25WX-4022)25WX-4022 | *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. | |
| 12/1/2025 | 8 a.m. - 4 p.m. | Online | 10 CPE (6 tech, 4 non-tech) | |
| New Ethics: How to Run Your Business Well (Webinar) (25WX-3654)25WX-3654 | *The five principles of ethical intelligence*How to make the right decisions in a range of challenging situations*The fundamental ethical principal, "Do No Harm" | |
| 11/11/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Walter Haig's AICPA Auditing Standards Update (Webinar) (25WX-3717)25WX-3717 | *AICPA auditing standards issued during the 18-month period prior to the program that impact audits of Small- and Medium- sized entities (SMEs)*The new SAS 145 risk assessment requirements*The new SAS 134 as amended audit reports*How to fulfill responsibility to detect fraud under AU-C Section 240*How to help clients design, implement and maintain their internal controls*Troublesome areas in the audits of Small- and Medium-sized Entities (SMEs) as identified in peer reviews and litigation*How to perform profitable audits of Small- and medium-Sized Entities (SMEs) | |
| 11/13/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Forensic Accounting: Investigating Divorce Cases (Webinar) (25WX-3776)25WX-3776 | *The role of a forensic accountant in divorce proceedings*The marketing of forensic accounting services to family law attorneys*How to conduct a financial investigation*Common areas to uncover hidden assets or income*The basic calculations in evaluating marital assets*Testifying in depositions and divorce court | |
| 11/17/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Generative AI Strategy for Accountants (Webinar) (25WX-3882)25WX-3882 | *Evolution and current state of AI technologies in accounting*Development of comprehensive AI usage policies and guidelines*Implementation frameworks for integrating AI into accounting workflows*Strategic approaches to AI-driven process automation and optimization*Methods for identifying and capitalizing on AI opportunities*Best practices for human-AI collaboration in accounting*Risk management and ethical considerations for AI implementation | |
| 11/21/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Retaining Talent in a Competitive Marketplace (Webinar) (25WX-4018)25WX-4018 | *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 | |
| 12/1/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Creating an Ethical Work Environment (Webinar) (25WX-3769)25WX-3769 | *Ethical values and principles*Human factors impacting ethical choices*Professional and organizational responsibilities in creating an ethical work environment*Tools for ethical decision making | |
| 11/17/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Ethics Case Studies: Remaining Ethical in the Age of Oversharing (Webinar) (25WX-3759)25WX-3759 | *Risks associated with social media*Sections of the AICPA Code of Professional Conduct that might be violated using social media*Case study discussions | |
| 11/15/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Mastering the Art of Conflict: CPA Transformative Strategies (Webinar) (25WX-3694)25WX-3694 | *Common conflicts CPAs face*The impacts of having/not having crucial conversations*Learn your conflict style and how to elevate your conflict capabilities*Identifying conflict triggers*Best practices using an integrated approach from Crucial Conversations, Fierce Conversations, and Leading with Questions*Interviews from CPAs and real-life scenarios they faced and what crucial conversation approaches they used | |
| 11/12/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| New SECURE Act 2.0 and Updates (Webinar) (25WX-3727)25WX-3727 | *Implications for individualsChanges to the Saver's Credit*Changing the required minimum distribution rules for Roth 401(k)s*Changes to required beginning dates for required minimum distributions of retirement plans*Penalty-Free Withdrawals for Certain Emergency Expenses*Special provisions for firefighters and military personnel spouses Increases in catch-up contributions Impact on 529 plans*Opportunities for student loan payment matching*Implications for Employers*Starter Section 401(k) plans for small employers*Requiring automatic 401(k) enrollment*Improving worker access to emergency savings*Increasing part-time workers' access to retirement accounts*Statute of Limitations on excise taxes imposed on overcontributions to retirement plans*Multiple employer Section 403(b) plans*Automatic portability provisions*Other changes in the administration of company retirement plans | |
| 11/14/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Cryptocurrency 15 Years Later: A Market Update (Webinar) (25WX-3974)25WX-3974 | *Update on the cryptocurrency marketplace*Cryptocurrency exchanges - the good, the bad and the ugly*Overview of cryptocurrency taxation regulations*The technology behind cryptocurrency - Proof of stake, Layer 2, wallets and more*Blockchain technology update | |
| 11/28/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Hot Topics Audit and Attest Update (Webinar) (25WX-3789)25WX-3789 | *Recent quality improvements to the SASs and SSARs*Other matters that should be on your radar | |
| 11/18/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Comprehensive Audit and SSARS Update (Webinar) (25WX-3985)25WX-3985 | *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 | |
| 11/28/2025 | 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-3808)25WX-3808 | *Budgets vs. forecasts*Cyclicality*Core earnings & sustainable growth*Identifying key forecast drivers*Reasonableness in forecasting*Approaches to budgeting*Budgeting variances*Horizontal analysis*Flexible budgeting | |
| 11/18/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Criminal Tax: How CPAs Bring Value to Defense Attorneys (Webinar) (25WX-3828)25WX-3828 | *The common weaknesses in a criminal tax investigation*The key documents to review (In a sea of thousands of documents)*Crafting questions to recommend in court proceeding | |
| 11/19/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Recruit. Retain. Engage. Mastering LinkedIn for HR Success (Webinar) (25WX-3796)25WX-3796 | *How to pro-actively find, identify, and connect with new candidates from various sources within LinkedIn*Best practices for organically attracting candidates to your company and team*Strategic talent networking opportunities*Essential considerations of employee advocacy and brand building using LinkedIn*Retention strategies such as promoting a positive work environment, and expanding employee recognition and engagement strategies | |
| 11/18/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Become a Data Analysis Expert (Webinar) (25WX-3966)25WX-3966 | *Data Analysis Process Flow: An introduction to the Data Analysis Process Flow and how it is your pathway to becoming a Data Analysis Expert*Data Modeling: A comprehensive discussion of building a data model and calculating metrics*Data Visualizations: An understanding how visualizations can present data in a more insightful and impactful manner | |
| 11/28/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New ChatGPT Vision for Financial Analysis (Webinar) (25WX-3762)25WX-3762 | *Introduction to GPT Vision - Understanding the fundamentals of GPT Vision and its capabilities*Advantages of Vision Mode Research - Exploring the unique benefits of visual data analysis over traditional methods*Accessing GPT Vision - Guidance on how to access and utilize GPT Vision capabilities*Financial Screenshot Analysis - Techniques for analyzing financial documents and reports through screenshots*Operational Insights from Visual Data - Using images to gain insights into operational processes and asset management*Integration with Google Maps - Learning how to combine ChatGPT's vision capabilities with mapping technologies for enhanced spatial analysis*DDPP Analysis - Applying descriptive, diagnostic, predictive, and prescriptive analysis to visual data*Sentiment and Facial Expression Analysis - Techniques for interpreting emotions and sentiments in images to gauge client and employee feedback*Body Language Interpretation - Analyzing body language in images to understand non-verbal cues in business contexts*Effective Photo Capturing Techniques - Best practices for taking photos that provide optimal insights for financial analysis | |
| 11/17/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethical Performance Management (Webinar) (25WX-3659)25WX-3659 | *Definition and benefits of ethical performance management*Setting standards/Goal setting*Preparing and conducting the appraisal interview*Legal considerations in performance management*Avoiding rater bias*Feedback and coaching | |
| 11/11/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Microsoft Teams: Everything You Need to Know From A to Z (Webinar) (25WX-3944)25WX-3944 | *Understanding the "big picture" of the role the Teams app plays in your Microsoft 365 ecosystem*How to effectively design your teams/channels configuration*Detailed review of all the features for creating conversation posts*Detailed review of all the features for creating, editing and managing Office files within the Teams app*How to use the search features to find Teams content instantly*Step by step review of how to host and participate in Teams online meetings*Using Teams calling features for your phone system*How to manage your notification settings in Teams | |
| 11/25/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| ChatGPT Bootcamp for CPAs with John Higgins (Webinar) (25WX-4026)25WX-4026 | *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 | |
| 12/1/2025 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New 1040 Tax Prep Automation with AI Tools (Webinar) (25WX-3773)25WX-3773 | *Overview of AI technology and how it works8Identify where AI can be incorporated into the 1040 process*Using ChatGPT and Microsoft 365 Copilot for 1040 tax research, analysis and communications*Using StanfordTax AI based software to automate client source document collection and organization and integrate it with the leading 1040 tax software solutions including CCH Axcess, CCH ProSystem fx, UltraTax, Lacerte, ProSeries and Drake*A roadmap for using AI to improve client communications and 1040 based advisory services | |
| 11/17/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CPAxPACK Bundle: Combatting Fraud -- Master Prevention and Detection (Webinar) (25WX-4009)25WX-4009 | *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. | |
| 12/1/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| PCAOB and SEC Update (Webinar) (25WX-3721)25WX-3721 | *Developments at the PCAOB*Recent trends in SEC comment letters*Enforcement actions and administrative proceedings*Conclusions and predictions for the future | |
| 11/13/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethics of Self-Esteem For Women (Webinar) (25WX-3881)25WX-3881 | *Self-Esteem: What is it?*Belief systems*Benefits of high delf rsteem*Minimizing traps of low self esteem*Components of high self esteem | |
| 11/21/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Monthly Federal Tax Updates: November 2025 (Webinar) (25WX-3898)25WX-3898 | *Current individual tax issues*Current business entity tax issues*Any current tax legislation occurring during the period*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues | |
| 11/24/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Selected Ethics Topics 2025 (Webinar) (25WX-3872)25WX-3872 | *Stay in compliance with recent ethics standards changes that impact your practice*Learn about key regulatory changes and initiatives impacting CPAs and the future of the profession*Discuss emerging issues and standard-setting activity that could affect your practice in the future*Explore practical applications of the standards and hear about common practice issues and challenges*Examples include private equity, technology, tax planning, audit quality, regulatory enforcement and standard-setting environment*Learn how failure to follow the standards can result in unwanted regulatory actions and publicity | |
| 11/21/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| ChatGPT for Accountants: 50+ Use Cases (Webinar) (25WX-3856)25WX-3856 | *Introduction to ChatGPT and artificial intelligence chatbot technologies*Automating frequently asked questions and the onboarding process*Verifying and reviewing financial records*Providing real-time support to clients*Generating financial reports*Automating tax return preparation and financial planning*Providing guidance on financial decision making | |
| 11/20/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Supervision/Management Competencies: An Ethical Approach (Webinar) (25WX-3957)25WX-3957 | *Overview of Virtue Ethics*Milgram and Zimbardo case studies*Navigating the transition from "Buddy to Boss"*Self-Awareness and Regard for Others*Setting Standards and Analyzing Performance*Unconscious Bias*Communication Skills | |
| 11/26/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 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) | |
| Operations Level Internal Control (Webinar) (25WX-3809)25WX-3809 | *An overview of controls that drive procedures*Considerations for procedural control development*Understanding and controlling risk that arises when organizations change | |
| 11/18/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Exercise Your Ethics: Techniques to Improve Ethical Response (Webinar) (25WX-3766)25WX-3766 | *Explore research for common answers to "what does ethics mean to you?" and examine whether those are valid*Identify common ethical barriers - reflecting the latest from the ACFE Report to the Nations*Discover ways to improve ethical response*Practice, using practical advice from leading thinkers in ethics | |
| 11/17/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New CFO and Controller Critical Skills: Budgeting and Forecasting (Webinar) (25WX-3691)25WX-3691 | *Overview of budgeting tools*Overview of difference between budgeting and forecasting*Examples of various budgeting and forecasting techniques | |
| 11/12/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Microsoft 365 Application Lightning Round Review (Webinar) (25WX-3758)25WX-3758 | *Lightning round review of the following apps, with an explanation and demonstration of what each of them offers*Teams - the foundation of all that you do in Microsoft 365SharePoint / OneDrive - secure cloud storage*Power BI - the new financial reporting model*Stream - the YouTube for your organization*Bookings - streamline your appointment scheduling *OneNote - get your content organized for quick retrieval Lists - create custom list tracking reports*To Do - consolidate all your Outlook, Planner and general "to do's" in one app*Planner - manage simple and complex engagements and projects in an intuitive app*A quick look at many of the remaining apps | |
| 11/15/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Guide Strategy, Attract Investments with Financial Forecasts (Webinar) (25WX-3982)25WX-3982 | *Introduction to Financial Statement Forecasting*Overview of the importance and benefits of forecasting for strategic planning and investment attraction*The Forecasting Process: Steps to project future income, expenses, and resources using historical data and market trends*Analyzing Historical Data: Methods for leveraging past financial data to inform future projections*Incorporating Market Trends: How to integrate market insights into financial forecasts*Forecasting Profitability: Techniques for predicting future earnings and their implications for budgeting, cash flow management, and investment planning*Forecasting the Balance Sheet: Approaches for predicting future financial positions, including growth potential, solvency, and capital structure | |
| 11/28/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Grading Your Auditors: Are You Getting the Most Value? (Webinar) (25WX-3995)25WX-3995 | *Limitations in roles and responsibilities an auditor can accept without impairing independence*Assessing the strength of your auditor's ability to think critically, strategically, and creatively in appropriate circumstances*Evaluating your auditor's time and project management stills*Grading your auditor's communication and interpersonal skills, in exceeding your expectations on an audit | |
| 11/29/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Ethical Considerations of the New AICPA SSTS Rules (Webinar) (25WX-4002)25WX-4002 | *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 | |
| 12/1/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Implementing an AI-Enabled Marketing Strategy for Your Firm (Webinar) (25WX-3956)25WX-3956 | *Module 1: Introduction to AI in Marketing The Basics of AI -- Concepts and Terminology*Module 2: Leveraging AI Tools and Technologies Overview of AI Tools for Marketing*Module 3: Practical Strategies for AI Integration Integrating AI into Your Marketing Workflow*Module 4: Measuring AI-Driven Marketing Effectiveness Key Metrics for Assessing AI-Driven Campaigns*Module 5: Real-Life Case Studies and Success Stories Case Studies of Firms Successfully Using AI in Marketing*Module 6: Developing Your AI-Enabled Marketing Strategy Creating a Custom AI Marketing Strategy | |
| 11/26/2025 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Taxation of the Cannabis Industry (Webinar) (25WX-3935)25WX-3935 | *Industrial hemp vs. marijuana*Income definitions under I.R.C. Section 61*Tax code restrictions: Section 280E and Section 471*State-specific marijuana laws*Cash management in cannabis businesses*Federal court case analysis | |
| 11/25/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Avoiding the Most Misapplied Audit Concepts (Webinar) (25WX-3780)25WX-3780 | *Risk Assessment - Properly assessing inherent, control, and detection risk on an engagement, and linking the results to an appropriately tailored detailed audit plan based on risk assessment and client service goals, regardless of entity type*Substantive Analytics- Leveraging strong substantive analytic procedures as audit evidence to cut back on tests of details*Selecting items to test common misunderstandings related to designing, performing and concluding on tests of details, including sampling*Identifying and Evaluating Internal Control Deficiencies - Emphasizing the importance of identifying both design and operating effectiveness deficiencies during the course of the audit, and how to properly categorize deficiencies as inconsequential, significant or material for impact on the audit or required communications with management and those charged with governance | |
| 11/17/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Understanding the New Forms K-2 and K-3 (Webinar) (25WX-3839)25WX-3839 | *Introduction to Schedules K-2 and K-3*Review the filing requirements*Discuss the different parts of the schedules and what needs to be included | |
| 11/20/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Learning to Teach Tax as a Second Language (Webinar) (25WX-4042)25WX-4042 | *Accounting as a foreign language*Commonly misunderstood concepts*Communicating tax matters*Client-practitioner interactionsInteracting with tax authorities | |
| 12/2/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New The Ethics of Teamwork (Webinar) (25WX-4034)25WX-4034 | *Virtue ethics*Team dynamics*Characteristics of highly effective teams*Meeting management*Team communication*Decision making | |
| 12/2/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Fraud, Controls and Ethics: Best Practices and Case Studies (Webinar) (25WX-3833)25WX-3833 | *Examination of actual frauds*Discussion of internal controls that could have prevented frauds*Contemplation of epiphanies for your own professional scenarios*The AICPA Code of Professional Conduct*Other elements of professional conduct and compliance with professional standards | |
| 11/19/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
| Retirement Planning: Next Stage for You or Your Client (Webinar) (25WX-3784)25WX-3784 | *Welcome to Your Next Stage -- Developing a new perspective on what this next stage is really all about*It's About Time -- Discovering a new sense of purpose*Money Matters -- Assessing your financial conditions*Relationships Matter Too -- Addressing needed or potential changes in your relationships*Healthy Habits -- Examining new or renewed ways to stay healthy*Who I Am -- Creating a new identity, and answering "So what do you do?"*My Master Plan -- Figuring out what to do next | |
| 11/18/2025 | 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-3651)25WX-3651 | *Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control system*Development of a tailored audit approach that considers the potential reliance on internal controls*Guidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients | |
| 11/11/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Accounting for the Gig Economy (Webinar) (25WX-3735)25WX-3735 | *Characteristics unique to the gig economy*Independent contractor and employee classification considerations*Recordkeeping considerations for independent contractors*Accounting and reporting issues for gig economy participants*Audit and attestation for clients who participate in the gig economy*Tax and regulatory considerations*The CPA as a trusted advisor for independent contractors | |
| 11/14/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Create Measures in Power BI That Define Your Metrics (Webinar) (25WX-3754)25WX-3754 | *Introduction to DAX: Understanding the fundamentals of DAX and its role in Power BI*Advanced DAX Formulas: Delving into complex DAX functions and formulas for creating sophisticated measures*Time Intelligence in DAX: Exploring time-based functions to analyze data over different periods*Validating Measures with DAX: Techniques for ensuring accuracy and reliability in your DAX measures*Using PivotTables for Measure Validation: Employing PivotTables in Power BI to test and confirm the effectiveness of DAX measures | |
| 11/15/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Power BI: Bringing it All Together for Data Analysis (Webinar) (25WX-3841)25WX-3841 | *Building a Comprehensive Workflow in Power BI: Streamline and enhance your end-to-end data processes for improved efficiency and clarity*Exploring What's Next After Creating Data Models and Measures: Understand advanced strategies to further enhance the value of your existing data models*Best Practices for Performance Optimization: Learn key tips to ensure smooth, fast, and reliable performance in your existing data models*Leveraging Your Data Model Through PowerBI.com/Power BI Services: Explore advanced functionalities of Power BI Services to make your data insights more accessible and impactful | |
| 11/20/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Deep Dive Into Common Auditing Deficiencies (Webinar) (25WX-3983)25WX-3983 | *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 | |
| 11/28/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New A&A Update for Not-for-Profits and Single Audit (Webinar) (25WX-3842)25WX-3842 | *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 | |
| 11/20/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Becoming Conflict Competent (Webinar) (25WX-3836)25WX-3836 | *Levels of conflict*Strategies to de-escalate conflict*Distinction between miscommunication and conflict*Responses to conflict*Tactics to address, rather than avoid, conflict | |
| 11/20/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| How Much Are Your Ethics Worth? (Webinar) (25WX-3813)25WX-3813 | *Understanding ethics*Available tools to aid in ethical decision making*The role of bias in making ethical decisions*Application through case studies | |
| 11/19/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Enterprise-Wide Risk Management in Accounting and Finance (Webinar) (25WX-3832)25WX-3832 | *Enterprise-wide risk management best practices for identifying, evaluating, and determining how to respond to relevant risks*The importance of risk and uncertainty disclosures in the preparation and fair presentation of financial statements, including evolving risks with cybersecurity and ESG*Coordinating risk management efforts, including the required involvement of corporate governance*How to embed risk management into day-to-day accounting and finance activities | |
| 11/19/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Walter Haig's Business Financial Health Checkup (Webinar) (25WX-3938)25WX-3938 | *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 | |
| 11/25/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The 10 Must Know Excel Features (Webinar) (25WX-3742)25WX-3742 | *Excel Tables: Master the use of Excel tables for efficient data management, including sorting, filtering, and structured references, to manage data more effectively*Custom Sorting: Get to grips with custom sorting options to organize data in a way that best suits your needs, enhancing data readability and analysis*XLOOKUP: Discover the power of XLOOKUP for advanced data retrieval, a game-changer for complex analysis, allowing you to extract specific data from extensive datasets with ease*SUBTOTAL: Gain proficiency in using the SUBTOTAL function, a versatile tool for calculating data in visible cells, ideal for analyses that require dynamic calculations*SUMIF(S): Explore the functionality of SUMIF and SUMIFS functions for conditional summing, crucial for precise budgeting, expense tracking, and financial reporting*Array Formulas: Dive into array formulas to perform multiple calculations on one or more items in an array, enhancing the efficiency of complex accounting computations*Data Validations: Learn to implement data validations to ensure data integrity and prevent errors in financial data entry, a critical skill for maintaining accurate accounting records*Slicers: Learn to use slicers for interactive data segmentation in tables and PivotTables, enabling accountants to quickly filter and analyze specific subsets of financial data*Conditional Formatting: Understand how to apply conditional formatting to highlight critical financial data points, trends, and variances, making data analysis and interpretation more intuitive*PivotTables: An introduction to PivotTables, one of the most powerful Excel features, for summarizing, analyzing, and presenting large sets of financial data in a digestible format | |
| 11/14/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New AI for CPAs: How it Works and How to Apply it (Webinar) (25WX-3675)25WX-3675 | *Fundamentals of machine learning and AI algorithms*How generative AI models like ChatGPT function*Practical examples of generative AI in accounting, finance and tax*Key terminologies and concepts simplified*AI Agents for process automation | |
| 11/11/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Master the Art of CPA Communication: Boost Your Influence! (Webinar) (25WX-4041)25WX-4041 | *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 | |
| 12/2/2025 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Navigating IRS Collections: The Collection Process (Webinar) (25WX-4006)25WX-4006 | *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 | |
| 12/1/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Monthly Federal Tax Updates: November 2025 (Webinar) (25WX-3763)25WX-3763 | *Current individual tax issues*Current business entity tax issues*Any current tax legislation occurring during the period*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues | |
| 11/17/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AI Privacy, Security and Compliance Masterclass (Webinar) (25WX-3698)25WX-3698 | *Introduction: What is AI Security, Privacy and Compliance (AISPC)?*Why AI Security, Privacy and Compliance (AISPC) is Increasingly Important for Accountants*AISPC Policy Best Practices*Key Tactical Questions for Addressing Data Security and Privacy*OpenAI and Compliance with Government Regulations*OpenAI and Two-Factor Authentication*Other OpenAI Security, Privacy and Compliance Considerations*Best Practices for Secure Data Sharing with GPT*How to Create a GenAI and ChatGPT Usage Policy for Your Operations*General AI Policy Do's and Don'ts*AI Copyright Compliance & Protection Guide*Deepfakes and Synthetic Media: A New Frontier for Fraud and Misinformation*From Financial Oversight to AI Governance: The Sarbanes-Oxley Legacy and Accountants' New Frontier in AI Security, Privacy, Compliance and Ethics*Key Takeaways | |
| 11/12/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AI Privacy, Security and Compliance Masterclass (Webinar) (25WX-3917)25WX-3917 | *Introduction: What is AI Security, Privacy and Compliance (AISPC)?*Why AI Security, Privacy and Compliance (AISPC) is Increasingly Important for Accountants*AISPC Policy Best Practices*Key Tactical Questions for Addressing Data Security and Privacy*OpenAI and Compliance with Government Regulations*OpenAI and Two-Factor Authentication*Other OpenAI Security, Privacy and Compliance Considerations*Best Practices for Secure Data Sharing with GPT*How to Create a GenAI and ChatGPT Usage Policy for Your Operations*General AI Policy Do's and Don'ts*AI Copyright Compliance & Protection Guide*Deepfakes and Synthetic Media: A New Frontier for Fraud and Misinformation*From Financial Oversight to AI Governance: The Sarbanes-Oxley Legacy and Accountants' New Frontier in AI Security, Privacy, Compliance and Ethics*Key Takeaways | |
| 11/24/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Walter Haig's GAAP for SMEs, Tax and Cash Frameworks Update (Webinar) (25WX-3761)25WX-3761 | *Amendments to the U.S. Accounting Standards Codification (i.e. - U.S. GAAP) issued during the 18-month period prior to the program that impact SMEs*Update and review of the tax and cash special purpose frameworks*Update and review of the AICPA Financial Reporting Framework for SMEs*Update on common errors and deficiencies as identified in financial statements as identified in peer reviews and in litigation | |
| 11/17/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New How to Build a Custom AI Chatbot and GPT in Plain English (Webinar) (25WX-3745)25WX-3745 | *Fundamentals of GPT Builder and AI agent customization techniques*Integration of specialized knowledge bases and domain-specific expertise*Security and privacy considerations in AI chatbot deployment*Custom GPT development without coding expertise*Implementation of AI agents for customer support and workflow automation*Multi-bot interactions and content creation strategies*Best practices for maintaining and scaling AI assistants | |
| 11/14/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Technology Trends Update for CPAs With John Higgins (Webinar) (25WX-3782)25WX-3782 | *Role of cloud computing as the foundation for all tech trends*Big data and data analytics the new frontier for CPAs*Workflow automation with RPA, ML and AI with a focus on ChatGPT*Blockchain technology, the revolutionary data storage model*Cryptocurrency 15 years later, an update on the market and technology*Metaverse - what's it all about*Cloud based financial and ERP software market update | |
| 11/17/2025 | 10:30 a.m. - 2:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Using ChatGPT with Excel (Webinar) (25WX-3948)25WX-3948 | *Introduction to ChatGPT and other AI (Artificial Intelligence) language models*Discussion of best practices for using ChatGPT with Excel*Use ChatGPT to create, debug and explain formulas*Use ChatGPT to learn how to use Excel features*Use ChatGPT to automate repetitive tasks in Excel*Use ChatGPT to easily create macros | |
| 11/26/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Self-Rental Real Estate: Passive Activity and Section 199A (Webinar) (25WX-3760)25WX-3760 | *Definition of self-rental property - both for Sections 199A and 469*Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1*Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2*Form 8582 (passive activity)*The flow-through entity grouping election*Illustrative examples and consequences of failing to comply with the reporting standards*Self-rental property and "former passive activities" rules | |
| 11/15/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Tax Season Update for Business with Steve Dilley (Webinar) (25WX-3918)25WX-3918 | *2024/25 legislative developments, cases and rulings impacting various business entity taxpayers*Detailed discussion of the partnership and S corporation Schedule K-1 changes*Business income, deductions and creditsTravel expense reporting*Section 199A update and business losses*Depreciation update: Section 179 and 168(k)*S Corporation and partnership update | |
| 11/24/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New The Ethics of Teamwork (Webinar) (25WX-3793)25WX-3793 | *Virtue ethics*Team dynamics*Characteristics of highly effective teams*Meeting management*Team communication*Decision making | |
| 11/18/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New AI FAQs for Accountants (Webinar) (25WX-3687)25WX-3687 | *Fundamentals of AI and how it differs from traditional accounting software*Generative AI, AI agents, and embedded AI applications in accounting*AI-powered automation for routine accounting tasks and workflows*Data security and privacy considerations in digital accounting environments*Strategies for maintaining client relationships while embracing automation*Future trends including frontier AI models and embodied AI (robotics)*Practical implementation of AI tools in accounting practice management | |
| 11/12/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CFO Series: Recognizing Lies -- How to Detect and Prevent (Webinar) (25WX-3736)25WX-3736 | *Lies abound*Why it is so difficult to call out a liar?*How do lies devastate?*Why do we despise lies?*What sets apart liars?*Deciphering the signals that indicate dishonesty*How does short-term thinking leads to lies and uncovering lies?*Analyzing the cues*Differentiating concerns and guilt*The deception paradox*What makes a great lie so great?*Proven processes to uncover lies | |
| 11/14/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Analyzing Financial Statements (Webinar) (25WX-3927)25WX-3927 | *Balance sheet analysis*Income statement analysis*Cash flow statement analysis*Clues in the notes and MD&A*Industry nuances | |
| 11/25/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How Fraud Can Affect Smaller Organizations (Webinar) (25WX-3716)25WX-3716 | *The reasons for fraud*Fraudulent acts that are initiated against smaller organizations*Methods to stop fraud attempts against small businesses | |
| 11/13/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Build Better Budgets: Fundamental Techniques (Webinar) (25WX-3728)25WX-3728 | *Advantages of budgeting*The role of budgeting*Master budgeting*Flexible budgeting*Standards and variances*Capital budgeting | |
| 11/14/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Leverage PowerBI.com to Create Data Analysis for Others (Webinar) (25WX-3902)25WX-3902 | *Tour of the PowerBI.com Interface: An in-depth walkthrough of the PowerBI.com environment, focusing on user interface elements, navigation, and customization*PowerBI.com Concepts: Fundamental concepts of PowerBI.com, including its architecture, data handling capabilities, and integration features*Connecting to Data: Techniques for connecting various data sources to PowerBI.com, ensuring seamless data integration and synchronization*Visualizations and Dashboards: Creating impactful visualizations and assembling informative dashboards to present data compellingly*Q&A Feature: Explore the interactive Q&A feature to derive insights through natural language queries*Sharing Datasets, Reports, Dashboards: Best practices for sharing datasets, reports, and dashboards with different audiences so they can leverage your data analysis work*Creating Apps: Learn how to package reports and dashboards into apps for easy distribution and consumption. | |
| 11/24/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New ChatGPT and Advanced Accounting Research (Webinar) (25WX-3958)25WX-3958 | *The accounting research transformation: Comparing Google vs. AI methodologies*AI ecosystems and specialized models for accounting applications*Advanced prompt engineering techniques for financial and tax research*AI-powered search engines and deep research platforms for accounting professionals*AI as an ideation and thinking partner for complex accounting problems*Specialized accounting research tools and AI superstores*Persona priming and P&P stacking methodologies for optimal AI interactions*Ethical considerations and limitations of AI in accounting research*The compliance chess effect: AI's impact on tax planning and regulatory response*AI-driven automation for regulatory updates and compliance monitoring | |
| 11/26/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New How to Build a Custom AI Chatbot and GPT in Plain English (Webinar) (25WX-3943)25WX-3943 | *Fundamentals of GPT Builder and AI agent customization techniques*Integration of specialized knowledge bases and domain-specific expertise*Security and privacy considerations in AI chatbot deployment*Custom GPT development without coding expertise*Implementation of AI agents for customer support and workflow automation*Multi-bot interactions and content creation strategies*Best practices for maintaining and scaling AI assistants | |
| 11/25/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Comprehensive Audit and SSARS Update (Webinar) (25WX-3795)25WX-3795 | *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 | |
| 11/18/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New AI Lessons Learned for Accountants (Webinar) (25WX-3951)25WX-3951 | *Introduction to AI R&D in Accounting: Why internal AI research is essential for modern firms*Theory to Practice: Moving quickly from speculative AI concepts to actionable strategies*Managing Exponential Change: Understanding the urgency of adapting to AI's rapid evolution*Proactive AI Engagement: Conducting in-house AI benchmarks, research, and hackathons*The Dual Role in AI Development: Balancing innovation with data security and ethical responsibilities*Internal AI Tools Creation: Encouraging accountants to develop AI solutions tailored to their needs*Data Security and Cyber Threats: Addressing AI-enabled cybercrime and protecting against internal risks*Mitigating AI Misuse: Recognizing abuse patterns and implementing safe practices*Challenges in AI Integration: Handling resistance, management concerns, and rapid technological shifts*Continuous Learning and Adaptation: Building a resilient, R&D-focused AI culture in accounting | |
| 11/26/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Create Paginated Reports with Power BI Report Builder (Webinar) (25WX-3814)25WX-3814 | *Introduction to Power BI Report Builder: Overview of the tool, its interface, and integration with the Power BI ecosystem*Designing Report Layouts: Techniques for setting up professional layouts, including headers, footers, and managing pagination*Data Connection and Management: Connecting to various data sources and preparing data for reporting*Creating Visualizations: Utilizing Power BI's visualization tools for impactful data presentation*Advanced Report Features: Exploring sub-reports, drill-through capabilities, and dynamic expressions*Publishing and Sharing: Guidelines for publishing reports to the Power BI service and sharing them with relevant stakeholders | |
| 11/19/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New SEC Case Studies: Ethical Dilemmas in Finance and Accounting (Webinar) (25WX-3779)25WX-3779 | *Introduction to Ethics and Ethical Dilemmas*Ethical Codes and Professional Standards*Fraud and the Fraud Triangle*Ethical Decision-Making Models*Financial Statement Manipulation Tactics*Cash Flow and Key Metrics Misrepresentations | |
| 11/17/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Implementing an AI-Enabled Marketing Strategy for Your Firm (Webinar) (25WX-3670)25WX-3670 | *Module 1: Introduction to AI in Marketing The Basics of AI -- Concepts and Terminology*Module 2: Leveraging AI Tools and Technologies Overview of AI Tools for Marketing*Module 3: Practical Strategies for AI Integration Integrating AI into Your Marketing Workflow*Module 4: Measuring AI-Driven Marketing Effectiveness Key Metrics for Assessing AI-Driven Campaigns*Module 5: Real-Life Case Studies and Success Stories Case Studies of Firms Successfully Using AI in Marketing*Module 6: Developing Your AI-Enabled Marketing Strategy Creating a Custom AI Marketing Strategy | |
| 11/11/2025 | 11:30 a.m. - 12:30 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Leadership Skills of Tomorrow: Delegate and Listen (Webinar) (25WX-3934)25WX-3934 | *Three levels of listening*Strategies to remain focused*Building trust through listening*Tactics to practice the Titanium Rule*Delegating with confidence*Establishing an accountability system | |
| 11/25/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New CFO Series: Proven Methods to Detect and Prevent Fraud (Webinar) (25WX-3871)25WX-3871 | *Definitions and types of fraud*How are frauds caught?*Where, how, and when to look?*Common red flags!*How to reduce your fraud risks | |
| 11/21/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Tech it to the Next Level: Slim Your Team for Max Efficiency (Webinar) (25WX-3950)25WX-3950 | *How to leverage tech and automation to fill workflow gaps*How to build a strong tech stack, and connect tools seamlessly*How one proven tech stack replaced more than half a traditional team while improving client satisfaction and reducing overhead | |
| 11/26/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Synchronize Your Files to the Cloud With SharePoint (Webinar) (25WX-3688)25WX-3688 | *Overview of the OneDrive Sync app functionality*Step-by-step review and demonstration of how to deploy this appInstalling the Sync app on your local devices*Configuring the files and folders to synchronize toy your local device*Manage the locally stored files*Best practice tips for using the Sync app and avoiding common mistakes | |
| 11/12/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Google Gemini AI for Accountants (Webinar) (25WX-3973)25WX-3973 | *Google Gemini Quick Start*Gemini Standalone Chatbot*Mobile App*Gemini integration with: Workspace, Gmail,Docs, Sheets, Slides*User Tips | |
| 11/28/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Partnership Tax Updates (Webinar) (25WX-3752)25WX-3752 | *Court decisions covering partnership issues such as TEFRA, Statute of Limitations, Economic Substance, and Sec. 754 Elections*IRS procedural updates on passthrough entities*New developments on conservation easements | |
| 11/15/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New How Recent Auditing Standards Improve Risk-Based Audits (Webinar) (25WX-3903)25WX-3903 | *Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement audits*Enhanced required by-product communications with management and those charged with governance to promote more reliable financial statements*Clarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimates*New definitions and requirements related to identifying and evaluating risks of material misstatement*Other important matters contained in recent SASs | |
| 11/24/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Donating Cryptocurrency and Avoiding Traps for the Unwary (Webinar) (25WX-3886)25WX-3886 | *Intro to digital assets*Differences between cryptocurrency and non-fungible tokens (NFTs)*IRS Notice 2014-12*Tax implications of contributing digital assets*Gift tax rules for donating, gifting or bequeathing cryptocurrency and NFTs*Substantiating charitable contributions of digital assets*Traps for the unwary | |
| 11/22/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Unlock the Power of AI with Copilot in Excel (Webinar) (25WX-3887)25WX-3887 | *Introduction to Copilot in Excel*Automating Tasks and Enhancing Productivity*Advanced Data Insights with Copilot | |
| 11/22/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Al Capone to Cybercrime: The Journey of IRS Special Agents (Webinar) (25WX-3919)25WX-3919 | *Introduction to IRS Criminal Investigation (CI): Overview of its mission, role, and significance in maintaining tax compliance*Historical Evolution: From its inception in 1919 to its current role, highlighting key milestones and notable cases*Investigative Techniques and Tools: Detailed look at the methods and technologies used by CI agents to uncover financial crimes*Importance of IRS CI: Discussion on the impact of CI's work on tax compliance, public confidence, and the broader financial system*Training of CI Agents: Insight into the rigorous training programs at FLETC and ongoing professional development*Process of Investigations: Step-by-step breakdown of how tax fraud and money laundering cases are initiated, investigated, and prosecuted | |
| 11/24/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New AI Prompt Engineering Masterclass for Accountants (Webinar) (25WX-3708)25WX-3708 | *Introduction to Prompt Engineering: Basics of structuring effective prompts for meaningful AI responses*Understanding AI's "Lazy" Defaults: Why LLMs provide basic answers and how to push them to deliver richer insights*Multi-Layered Prompting: Techniques to encourage AI to provide responses across beginner to expert levels*Candid and Contrarian Responses: Using prompts that elicit honest and balanced insights, even on controversial topics*Ripple Effect and Cobra Effect: Probing the broader impacts and unintended consequences of financial decisions*Avoid Stupidity Checklist: A practical prompt for reducing mistakes in AI-assisted accounting tasks*Role-Based Perspective Prompts: Crafting prompts that guide AI to respond from specific professional viewpoints*Automation Ideas: Leveraging AI to optimize repetitive accounting tasks*Emotion-Driven Prompting: Exploring how emotion-focused prompts can enhance AI performance and engagement*Practical Applications in Accounting: How to apply prompt engineering in real-world financial analysis and decision-making | |
| 11/13/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Forensic Accounting: Crafting Expert Reports (Webinar) (25WX-4049)25WX-4049 | *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 | |
| 12/2/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| New Installment sales: Maximize Tax Benefits and Stay Compliant (Webinar) (25WX-3704)25WX-3704 | *Installment sale treatment eligibility*When to elect out of installment sale treatment*Installment sale of business assets*Installment sale default and the rules for personal property versus real property*Installment sales and depreciation recapture | |
| 11/13/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Advanced Cybersecurity: Beyond the Basics (Webinar) (25WX-3858)25WX-3858 | *Understanding cyber threats and risks in finance*Cybersecurity frameworks and best practices for financial professionals*Financial data security and encryption techniques*Cybersecurity auditing and forensic investigations*Emerging technologies and trends in financial cybersecurity*Leadership and governance in cybersecurity for financial executives | |
| 11/20/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Exploring Internal Controls That Could Have Prevented Frauds (Webinar) (25WX-3838)25WX-3838 | *Examination of actual frauds*Discussion of internal controls that could have prevented the frauds*Contemplation of epiphanies for your own professional scenarios | |
| 11/20/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethics of Care in the Workplace (Webinar) (25WX-3930)25WX-3930 | *Ethical values and principles*Compassion*Managing expectations*Respect and humility*Attribution Theory | |
| 11/25/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Forensic Accounting: When The Office is a Crime Scene (Webinar) (25WX-3737)25WX-3737 | *A step-by-step process from the initial client phone call to you writing a report of your findings for any civil or criminal actions that may be pursued*How to advise your client in approaching an allegation of embezzlement*What pitfalls may arise in finding the truth*The best practices to ensure that the evidence is preserved properly for potential civil or criminal actions | |
| 11/14/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Integrate ChatGPT into Your Client Advisory Services (Webinar) (25WX-3804)25WX-3804 | *ChatGPT and generative AI technology primer*Building your generative AI vocabulary*Dig deeper into your engagement research to develop a higher quality advisory service*Polish your client reporting with the help of ChatGPT*Developing your ChatGPT client advisory services*Start with client education. You don't need to be a technical expert to be an educator*Use AI to help your clients automate their workflows / business processes*Build better spreadsheets with ChatGPT and Excel*Help your clients identify, evaluate and select applications for their business | |
| 11/18/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Keeping Up With the FASB (Webinar) (25WX-3861)25WX-3861 | *Review of current items on the FASB agenda*Discuss the new revenue recognition standard*Provide an update on the new lease accounting standard*Address U.S. GAAP alternatives for certain entities | |
| 11/21/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CPAxPACK Bundle: Forensic Accounting -- Investigate, Analyze, Report (Webinar) (25WX-4023)25WX-4023 | *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. | |
| 12/1/2025 | 8 a.m. - 4 p.m. | Online | 12 CPE (12 tech, 0 non-tech) | 4 Ethics |
| Everyday Ethics at Work: Don't be the Next News Story! (Webinar) (25WX-3852)25WX-3852 | *Discuss ethics from an every-day real-world perspective*How to prevent an ethical lapse that can turn your business into the next news story | |
| 11/20/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Todd and Julie Chrisley Go to Prison (Webinar) (25WX-3840)25WX-3840 | *What is bank fraud?*What is wire fraud?*Role of financial service professionals in combating tax evasion and white-collar crime*Red flags indicating of white-collar crimes*Importance of knowing customers*Criminal justice proceedings*Relationship between victim impact and sentencing*Relationship between loss amounts and sentencing | |
| 11/20/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Yellow Book Independence and Single Audit Fundamentals (Webinar) (25WX-3954)25WX-3954 | *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 | |
| 11/26/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Business Tax Update: Recent Developments (Webinar) (25WX-3748)25WX-3748 | *2024/25 legislation impacting business taxpayers*Extenders legislation update*Meals and entertainment expense reporting*Partnership and S corporation updateIncome and deductions | |
| 11/14/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The 10 Must Know Excel Features (Webinar) (25WX-3939)25WX-3939 | *Excel Tables: Master the use of Excel tables for efficient data management, including sorting, filtering, and structured references, to manage data more effectively*Custom Sorting: Get to grips with custom sorting options to organize data in a way that best suits your needs, enhancing data readability and analysis*XLOOKUP: Discover the power of XLOOKUP for advanced data retrieval, a game-changer for complex analysis, allowing you to extract specific data from extensive datasets with ease*SUBTOTAL: Gain proficiency in using the SUBTOTAL function, a versatile tool for calculating data in visible cells, ideal for analyses that require dynamic calculations*SUMIF(S): Explore the functionality of SUMIF and SUMIFS functions for conditional summing, crucial for precise budgeting, expense tracking, and financial reporting*Array Formulas: Dive into array formulas to perform multiple calculations on one or more items in an array, enhancing the efficiency of complex accounting computations*Data Validations: Learn to implement data validations to ensure data integrity and prevent errors in financial data entry, a critical skill for maintaining accurate accounting records*Slicers: Learn to use slicers for interactive data segmentation in tables and PivotTables, enabling accountants to quickly filter and analyze specific subsets of financial data*Conditional Formatting: Understand how to apply conditional formatting to highlight critical financial data points, trends, and variances, making data analysis and interpretation more intuitive*PivotTables: An introduction to PivotTables, one of the most powerful Excel features, for summarizing, analyzing, and presenting large sets of financial data in a digestible format | |
| 11/25/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Annual Update for Governments and Not-for-Profits (Webinar) (25WX-3819)25WX-3819 | *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 | |
| 11/19/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| About the TIGTA: Who Watches the IRS? (Webinar) (25WX-3733)25WX-3733 | *The role of TIGTA in the US tax system*Auditing, investigating, and inspecting and evaluating IRS programs and operations*Identifying opportunities to improve the administration of tax laws*Promoting integrity, economy, and efficiency in the tax system*Responding to requests from Congress and other external stakeholders*Upholding ethical standards in the accounting profession*Building trust and confidence in the tax system | |
| 11/14/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Ethics and Technology for CPAs (Webinar) (25WX-3823)25WX-3823 | *The foundational ethical principles CPAs are required to follow and how these principles apply to audit quality, data privacy and security, and the use of emerging technologies*The profession's need to change to meet its ethics standard in a technology-centric environment*Changes being considered by the AICPA and the National Association of State Boards of Accountancy that could impact the profession | |
| 11/19/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Deep Dive Into Common Auditing Deficiencies (Webinar) (25WX-3949)25WX-3949 | *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 | |
| 11/26/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Forensic Accounting: Court Approved Methods of Proof (Webinar) (25WX-3834)25WX-3834 | *The role of methods of proof in forensic accounting*The various types of methods of proof approved by the courts*The weakness and strengths of the methods of proof*The formulas in calculating methods of proof*Applying the formulas in various circumstances | |
| 11/19/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Disrupt to Dominate: Mastering Change Leadership (Webinar) (25WX-3893)25WX-3893 | *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 | |
| 11/22/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Ethical Intelligence for Artificial Intelligence (Webinar) (25WX-3831)25WX-3831 | *Benefits and pitfalls of artificial intelligence in the accounting profession*Selecting and utilizing artificial intelligence resources*Applying professional skepticism to results*Maintaining independence while utilizing artificial intelligence*Upholding client confidentiality*Data security and retention*Citation of sources and related reporting considerations*Application of the AICPA Code of Professional Conduct*Ethical considerations when crafting policies and establishing best practices | |
| 11/19/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New AI Revolution: The Big Picture for CPAs (Webinar) (25WX-4035)25WX-4035 | *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 | |
| 12/2/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AI Privacy, Security and Compliance Masterclass (Webinar) (25WX-4045)25WX-4045 | *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 | |
| 12/2/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics of AI: A CPA's Guide (Webinar) (25WX-3781)25WX-3781 | *A primer on AI technology applications in the accounting profession*Ethical dilemmas that originate from the use of AI by CPAs*Practical guidelines for using AI technology ethically*Step by step guide for creating an AI usage policy for your organization*Review of a variety of reference materials to assist you in using AI ethically | |
| 11/17/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Leveraging Marketing Automation for Accounting Firm Growth (Webinar) (25WX-3812)25WX-3812 | *Content - From generating content ideas to SEO research and creating content through its distribution we will look at tools to accomplish these goals efficiently and effectively*Lead Generation - Tools to determine the best offers and get them in front of the appropriate audiences*Lead Nurturing - Once you have a prospective client "raise their hand" virtually or physically, it is critical to design and implement campaigns and other tactics to keep them engaged and move them closer to being a client*We will cover this in-depth during the course*Sales - After you have a prospect ready to get to the next phase of the purchase journey, it is imperative to answer objections, explain the process of working with your firm and then close the sale*These tools will allow you to do this without an entire sales team*Onboarding - Once the prospect becomes a client leverage automation to make onboarding seamless, systematic and simple for your team*Referrals and Reviews - Instead of chasing clients for reviews or case studies, consider baking the ask right into your current or automated processes | |
| 11/19/2025 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Tactics to Find Work-Life Balance in a Complex World (Webinar) (25WX-3800)25WX-3800 | *How to get more out of one's work*How to achieve greater balance between today's ever more demanding and complex demands of work without losing sight of what is important in daily routines*Example of how to develop and be challenged by your own personal bucket list | |
| 11/18/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Fraud and Embezzlement: Case Studies from the Trenches (Webinar) (25WX-3955)25WX-3955 | *How organizations can find themselves defrauded due to lax oversight and weak internal controls*How the existence of the "trusted advisor" creates situations where CPAs can drop their professional skepticism*Illustrations of the issues companies should look for in preventing fraud and embezzlement | |
| 11/26/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New GPT Builder for Accountants (Webinar) (25WX-3709)25WX-3709 | *Introduction to GPT Builder platform and interface for accounting professionals*Creating accounting-specific custom instructions and knowledge bases*Implementing financial data analysis capabilities through GPTs*Designing GPTs for tax preparation assistance and compliance checking*Building client communication tools with accounting terminology*Enhancing bookkeeping efficiency with automated GPT workflows*Security and confidentiality considerations for financial data | |
| 11/13/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New How to Audit Inventory (Webinar) (25WX-3768)25WX-3768 | *Auditing Inventory*Related audit assertions, risks, and threats to inventory*Substantive auditing procedures that staff should perform | |
| 11/17/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Behind the Curtain: Exploring IRS Audit Technique Guides (Webinar) (25WX-3799)25WX-3799 | *Overview of ATGs*Best practices for utilizing ATGs*Salient provisions of selected ATGs*Insights auditors may obtain from analytical procedures*Nuances associated with selected industries | |
| 11/18/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Current Not-for-Profit Fraud Trends (Webinar) (25WX-3723)25WX-3723 | *Best practices for fraud prevention and detection*Common fraud schemes in not-for-profit including cash misappropriation; payroll fraud; vendor fraud; falsified billings; improper use of credit cards or purchase cards; the redirection of cash and non-cash contributions; personal use of assets; the redirection of grant benefits; other grant related fraud; travel and expense reporting fraud; and much more! | |
| 11/13/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethics: Giving Thanks -- How to Master the Art of Gratitude (Webinar) (25WX-3719)25WX-3719 | *What gratitude is and how expressions of it can vary from culture to culture*Ways you can regularly say "thank you" to valued clients and colleagues*Methods for evaluating gratitude in prospective and current employees | |
| 11/13/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Guide Strategy, Attract Investments with Financial Forecasts (Webinar) (25WX-3720)25WX-3720 | *Introduction to Financial Statement Forecasting*Overview of the importance and benefits of forecasting for strategic planning and investment attraction*The Forecasting Process: Steps to project future income, expenses, and resources using historical data and market trends*Analyzing Historical Data: Methods for leveraging past financial data to inform future projections*Incorporating Market Trends: How to integrate market insights into financial forecasts*Forecasting Profitability: Techniques for predicting future earnings and their implications for budgeting, cash flow management, and investment planning*Forecasting the Balance Sheet: Approaches for predicting future financial positions, including growth potential, solvency, and capital structure | |
| 11/13/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New ChatGPT and Advanced Accounting Research (Webinar) (25WX-3672)25WX-3672 | *The accounting research transformation: Comparing Google vs. AI methodologies*AI ecosystems and specialized models for accounting applications*Advanced prompt engineering techniques for financial and tax research*AI-powered search engines and deep research platforms for accounting professionals*AI as an ideation and thinking partner for complex accounting problems*Specialized accounting research tools and AI superstores*Persona priming and P&P stacking methodologies for optimal AI interactions*Ethical considerations and limitations of AI in accounting research*The compliance chess effect: AI's impact on tax planning and regulatory response*AI-driven automation for regulatory updates and compliance monitoring | |
| 11/11/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ChatGPT and Advanced Financial Analysis for Accountants (Webinar) (25WX-3909)25WX-3909 | *Financial modeling with ChatGPT integration*Advanced ratio analysis techniques*Risk assessment and scenario analysis*Valuation methods and ChatGPT applications*Utilizing performance metrics in financial analysis*Data analysis and interpretation with AI*Investment analysis enhanced by ChatGPT | |
| 11/24/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| More Money: Strategic Ways to Improve Cash Flow (Webinar) (25WX-3920)25WX-3920 | *How do I optimize cash flow?*Qualitative Evaluations -- Core Earnings & Sustainable Growth*Quantitative Evaluations -- Liquidity Ratios*Increasing Customer Base vs. Payment Terms*Business Cycle & Cash*Investing Company Cash*What keeps companies from becoming streamlined?*Behavioral Finance Biases*Information Processing Biases*Emotional Biases*Dealing with Behavioral Biases | |
| 11/24/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Cultural Transformation (Webinar) (25WX-4037)25WX-4037 | *What is culture*Why culture matters*A process to change your organization's culture | |
| 12/2/2025 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New CPA to CFO (Webinar) (25WX-3987)25WX-3987 | *The steps necessary to effectively transform a tax or accounting practice into an advisory service*What it means to be a CFO/advisor to small-to-medium sizes businesses*What qualifications are necessary to offer an advisory service*How to find and convert leads and how to price and package services, including combining advisory services with the firm's current offerings | |
| 11/29/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Microsoft Outlook "Must Know" Email Tips (Webinar) (25WX-3890)25WX-3890 | *Using Quick Parts to streamline message composition*Eliminating inefficient back and forth appointment scheduling with the Bookings app*Using category codes and contacts to send bulk emails*Sending emails to Teams and OneNote*Organizing your inbox with custom views, rules and folders*Mastering the search tools to find emails quickly*Review of key option settings to maximize email productivity | |
| 11/22/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Navigating IRS Authorizations: Form 2848 and Form 8821 (Webinar) (25WX-3774)25WX-3774 | *Overview of IRS Power of Attorney (POA) rules*Form 2848: Authority to Represent Clients before the IRS*Form 8821: Accessing Tax Information Without Representation*Identifying errors and compliance risks in POA filings*Rules for revoking or updating POA authorizations*Managing authorizations through the CAF system*Electronic submissions and the IRS online authorization process*Ethical responsibilities when holding a POA | |
| 11/17/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Individual Tax Update: Recent Developments (Webinar) (25WX-4048)25WX-4048 | *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 | |
| 12/2/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How Fraud Can Affect Smaller Organizations (Webinar) (25WX-3783)25WX-3783 | *The reasons for fraud*Fraudulent acts that are initiated against smaller organizations*Methods to stop fraud attempts against small businesses | |
| 11/17/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The CFO Who Went to Prison (Webinar) (25WX-3681)25WX-3681 | *The importance of valuesIdentifying success*Ethical dilemmas*Mitigation strategies*Creating tools to help make better decisions*Personal accountability strategies | |
| 11/12/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Risk Assessment Under SAS No. 145: The Key to Audit Quality? (Webinar) (25WX-3851)25WX-3851 | *New concepts due to the issuance of SAS No. 145*Revised requirement to separately assess inherent risk and control risk*A new definition of significant risk*New emphasis on IT controls and risk of material misstatement*New guidance on maintaining professional skepticism*Revised requirements to evaluate the design of certain controls*Revised requirements regarding audit documentation*New guidance on scalability | |
| 11/20/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New S Corporations: Comprehensive Walkthrough of Form 1120S (Webinar) (25WX-3870)25WX-3870 | *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 | |
| 11/21/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Accounting & Auditing Update for Small Businesses (Webinar) (25WX-3755)25WX-3755 | *Accounting Standards Updates (ASUs) that are most likely to impact small businesses*ASUs initiated by the Private Company Council (PCC)*Alternative reporting options to GAAP including FRF for SMEs and IFRS for SMEs*Audit standards that small business auditors will need to implement | |
| 11/15/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Securing Your Data with a Password Management App (Webinar) (25WX-4004)25WX-4004 | *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 | |
| 12/1/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Synchronize Your Files to the Cloud With SharePoint (Webinar) (25WX-3992)25WX-3992 | *Overview of the OneDrive Sync app functionality*Step-by-step review and demonstration of how to deploy this appInstalling the Sync app on your local devices*Configuring the files and folders to synchronize toy your local device*Manage the locally stored files*Best practice tips for using the Sync app and avoiding common mistakes | |
| 11/29/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Lessons on Fraud Prevention from Sam Bankman-Fried's Crypto (Webinar) (25WX-3922)25WX-3922 | *What starts a government investigation for white-collar crime?*What is an indictment?*What is extradition?*What are pre-trial proceedings?*What is a mitigation strategy?*What is a plea agreement?*What is discovery in a criminal case?*What factors influence a sentence in a white-collar crime?*What collateral consequences follow for people convicted of business-related crime? | |
| 11/25/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Enterprise-Wide Risk Management in Accounting and Finance (Webinar) (25WX-3697)25WX-3697 | *Enterprise-wide risk management best practices for identifying, evaluating, and determining how to respond to relevant risks*The importance of risk and uncertainty disclosures in the preparation and fair presentation of financial statements, including evolving risks with cybersecurity and ESG*Coordinating risk management efforts, including the required involvement of corporate governance*How to embed risk management into day-to-day accounting and finance activities | |
| 11/12/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| About the TIGTA: Who Watches the IRS? (Webinar) (25WX-3931)25WX-3931 | *The role of TIGTA in the US tax system*Auditing, investigating, and inspecting and evaluating IRS programs and operations*Identifying opportunities to improve the administration of tax laws*Promoting integrity, economy, and efficiency in the tax system*Responding to requests from Congress and other external stakeholders*Upholding ethical standards in the accounting profession*Building trust and confidence in the tax system | |
| 11/25/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Compilation, Preparation and Review Basics and Peer Reviews (Webinar) (25WX-3690)25WX-3690 | *Basic requirements included in AR-C Section 60, General Principles; AR-C Section 70, Preparation of Financial Statements; AR-C Section 80, Compilation Engagements; and AR-C Section 90, Review of Financial Statements*New requirements included in SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*Common peer review findings*Practice tips for high-quality engagements | |
| 11/12/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Understanding Internal Control Constructs (Webinar) (25WX-3725)25WX-3725 | *Underlying concepts of internal control*The importance of control measure interdependency | |
| 11/13/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Ethical AI Practices for CPAs: Ensuring Responsible Use (Webinar) (25WX-3911)25WX-3911 | *Understanding ethical implications of AI*Data privacy and security considerations*Compliance with regulations and professional standards*Developing ethical AI policies and procedures | |
| 11/24/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New CPA to CFO (Webinar) (25WX-3703)25WX-3703 | *The steps necessary to effectively transform a tax or accounting practice into an advisory service*What it means to be a CFO/advisor to small-to-medium sizes businesses*What qualifications are necessary to offer an advisory service*How to find and convert leads and how to price and package services, including combining advisory services with the firm's current offerings | |
| 11/13/2025 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| How to Start a CFO Service (Webinar) (25WX-3753)25WX-3753 | *What business owners really want from a CFO/business advisory service (it's not what you think)*How to determine if you're qualified to provide CFO/business advisory services*Why now is the right time to be providing CFO/business advisory services*How to get new clients to your practice and how to approach existing clients*Why clients need you and why you need them*How much you should be charging for this type of service*How to provide a CFO/business advisory service in the most efficient way possible | |
| 11/15/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New CPAxPACK Bundle: Tax Pro's Guide -- Essential Courses for Tax Mastery (Webinar) (25WX-4021)25WX-4021 | *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. | |
| 12/1/2025 | 8 a.m. - 4 p.m. | Online | 12 CPE (12 tech, 0 non-tech) | |
| New Generative AI in Practice: Boost Efficiency and Profitability (Webinar) (25WX-3975)25WX-3975 | *Implementing AI for accounting automation*Enhancing auditing processes with AI tools*AI applications in tax compliance*Leveraging AI for business advisory services | |
| 11/28/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Fraud Busters: Controls to Prevent and Detect Fraud (Webinar) (25WX-3683)25WX-3683 | *Fraud motivators - the fraud triangle, typical profiles of fraud perpetrators*Revisiting the basics of controls - design vs effectiveness, preventative vs. detective*Entity-wide controls and how they can assist in fraud deterrence*Specific fraud types and the controls that could prevent and detect them | |
| 11/12/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New SECURE Act 2.0 and Updates (Webinar) (25WX-4031)25WX-4031 | *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 | |
| 12/2/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Will Your Ethics Be Burned by Burnout? (Webinar) (25WX-3746)25WX-3746 | *Explore the effects of crisis and burnout on ethical decision-making*Define the stressors, pressures, and biases that can lead good people to make less than optimal choices*Discuss ways to offset the pressures, ways to reduce stress on ourselves and on our team, and ways to support our teams*Learn how to recognize when an individual or an organization is heading in the wrong direction and how to stop sliding down the slippery slope | |
| 11/14/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Risk Assessment Under SAS No. 145: The Key to Audit Quality? (Webinar) (25WX-3664)25WX-3664 | *New concepts due to the issuance of SAS No. 145*Revised requirement to separately assess inherent risk and control risk*A new definition of significant risk*New emphasis on IT controls and risk of material misstatement*New guidance on maintaining professional skepticism*Revised requirements to evaluate the design of certain controls*Revised requirements regarding audit documentation*New guidance on scalability | |
| 11/11/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Forgotten Managerial Accounting Tools for CPAs (Webinar) (25WX-3701)25WX-3701 | *Target profit analysis*Break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis | |
| 11/13/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Finding Errors in Excel Spreadsheets (Webinar) (25WX-3855)25WX-3855 | *Understanding Common Excel Errors: Gain insights into the most common types of errors encountered in Excel, including formula errors, reference errors, and logic errors*Advanced Formulas and Functions: Learn to use advanced Excel functions and formulas that are crucial for error detection and data analysis*Data Validation Techniques: Master the art of data validation to prevent errors before they occur*This includes setting up data validation rules and using conditional formatting to highlight potential inaccuracies*Error Tracing and Auditing Tools: Delve into Excel's auditing tools to trace and fix errors*Learn to use Trace Precedents, Trace Dependents, and the Error Checking tool effectively | |
| 11/20/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Hot Topics Accounting Update (Webinar) (25WX-3817)25WX-3817 | *New accounting standards*The impact on Financial Reporting*Hot topics in financial reporting*Current and emerging US GAAP requirements | |
| 11/19/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Comprehensive Accounting and Financial Reporting Update (Webinar) (25WX-3884)25WX-3884 | *CECL for nonfinancial institutions*Accounting for Paycheck Protection Program loans*Accounting for web-hosting services*Revenue recognition*Leases*FASB projects in progress | |
| 11/21/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Common Financial Statement Disclosures (Webinar) (25WX-3788)25WX-3788 | *General disclosures about the entity and its environment*Common critical information useful to financial statement readers for making economic decisions*Explain results of operations through information that supplements the face financial statements | |
| 11/18/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Tax Depreciation: Review and Update (Webinar) (25WX-3790)25WX-3790 | *Recent tax legislation and developments related to capitalization*Eligible property for Section 179 and Section 168(k)*Discussion of the Section 179 deduction and its use to depreciate real property*The Section 168(k) deduction and its use to depreciate real property*Disposition of segments of real property*Exchanges of tangible personal property after repeal of the like-kind exchange rules*Other related topics | |
| 11/18/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Walter Haig's SSARS Prep, Comp and Review Update (Webinar) (25WX-3676)25WX-3676 | *Analysis of the ''Preparation of Financial Statements'' standards as amended by SSARS 26 with detailed implementation guidance*Analysis of the ''Compilation'' standards as amended by SSARS 26 with implementation guidance*Analysis of the ''Review'' standards as amended by SSARS 26 with detailed implementation guidance*Common mistakes made in SSARS engagements as identified in peer reviews and in litigation | |
| 11/12/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Forensic Accounting: When The Office is a Crime Scene (Webinar) (25WX-3860)25WX-3860 | *A step-by-step process from the initial client phone call to you writing a report of your findings for any civil or criminal actions that may be pursued*How to advise your client in approaching an allegation of embezzlement*What pitfalls may arise in finding the truth*The best practices to ensure that the evidence is preserved properly for potential civil or criminal actions | |
| 11/20/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Tax Season Update for Business with Steve Dilley (Webinar) (25WX-3888)25WX-3888 | *2024/25 legislative developments, cases and rulings impacting various business entity taxpayers*Detailed discussion of the partnership and S corporation Schedule K-1 changes*Business income, deductions and creditsTravel expense reporting*Section 199A update and business losses*Depreciation update: Section 179 and 168(k)*S Corporation and partnership update | |
| 11/22/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New How AI Fits into the Accounting World (Webinar) (25WX-3692)25WX-3692 | *An overview of AI constructs*How artificial intelligence is being used by accountants today*Accounting-centric AI developments on the horizon | |
| 11/12/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: IRS Criminal Investigations -- Key Lessons for Accountants (Webinar) (25WX-3867)25WX-3867 | *Snapshot of IRS Criminal Investigations*General tax fraud*Abusive tax schemes*Refund fraud*Employment tax fraud*Identity theft*Data compromises*Money laundering*Public corruption*Corporate fraud*General frauds*Cyber crimes*Global tax and economic crimes*Narcotics, counter-terrorism and transnational organized crime*Selected Field Office Case Files from Across US*How accountants can add value to their operations by aiding law enforcement and fighting economic crime | |
| 11/21/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| IRS Penalties and Abatements (Webinar) (25WX-3811)25WX-3811 | *Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penalties*Rules on waiver of penalties and interests*Various forms and procedures for requesting relief*First Time Abatement: Requirements and procedures*How an individual taxpayer qualifies for Reasonable Cause abatement*Procedures for requesting refund of paid penalties*Available administrative options | |
| 11/19/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Learning to Teach Tax as a Second Language (Webinar) (25WX-3854)25WX-3854 | *Accounting as a foreign language*Commonly misunderstood concepts*Communicating tax matters*Client-practitioner interactionsInteracting with tax authorities | |
| 11/20/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Build a Data Model for Analysis in Power BI (Webinar) (25WX-4050)25WX-4050 | *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 | |
| 12/3/2025 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Build Better Budgets: Fundamental Techniques (Webinar) (25WX-3925)25WX-3925 | *Advantages of budgeting*The role of budgeting*Master budgeting*Flexible budgeting*Standards and variances*Capital budgeting | |
| 11/25/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Technology Trends Update for CPAs With John Higgins (Webinar) (25WX-3848)25WX-3848 | *Role of cloud computing as the foundation for all tech trends*Big data and data analytics the new frontier for CPAs*Workflow automation with RPA, ML and AI with a focus on ChatGPT*Blockchain technology, the revolutionary data storage model*Cryptocurrency 15 years later, an update on the market and technology*Metaverse - what's it all about*Cloud based financial and ERP software market update | |
| 11/20/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Advanced Excel: Hidden Secrets and Gems (Webinar) (25WX-3825)25WX-3825 | *Awareness of advanced functions*Creative methods for data manipulation*Using intellectual curiosity and professional skepticism to develop a problem-solving mentality*Real-life examples of innovative ways to analyze and report data with Excel*Using Excel to perform e-mail merges*Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox*Enhance creativity in your approach to developing Excel models | |
| 11/19/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Beyond the Numbers: Success Strategies for Female CPAs (Webinar) (25WX-3695)25WX-3695 | *How to increase your visibility instead of flying under the radar*Critical time management techniques that allow you to focus and prioritize the right strategic initiatives*How your inner critic operates and how to silence it*How to build a network of community support and mentoring*What impostor syndrome is and how it may be holding you back | |
| 11/12/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Donating Cryptocurrency and Avoiding Traps for the Unwary (Webinar) (25WX-4030)25WX-4030 | *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 | |
| 12/2/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethics of Care in the Workplace (Webinar) (25WX-3756)25WX-3756 | *Ethical values and principles*Compassion*Managing expectations*Respect and humility*Attribution Theory | |
| 11/15/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Recruit. Retain. Engage. Mastering LinkedIn for HR Success (Webinar) (25WX-4007)25WX-4007 | *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 | |
| 12/1/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Master the Art of CPA Communication: Boost Your Influence! (Webinar) (25WX-3668)25WX-3668 | *Techniques for simplifying complex financial information for clients and stakeholders*Persuasive communication principles aligned with CPA roles*Building and maintaining trust and credibility with diverse stakeholders*Case studies and Interviews with Finance, Accounting and CPA professionals*Developing empathy and emotional intelligence in communications*Best practices for active listening to strengthen client relationships*Application of Influencer principles for impactful change in communication | |
| 11/11/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New CPAxPACK Bundle: Monthly Federal Tax Updates -- Stay Informed on Tax! (Webinar) (25WX-4020)25WX-4020 | *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 | |
| 12/1/2025 | 8 a.m. - 4 p.m. | Online | 24 CPE (24 tech, 0 non-tech) | |
| Ethics Based Leadership for Women (Webinar) (25WX-3895)25WX-3895 | *The state of women in leadership in the United States*Leadership defined*Virtue ethics*Internal and external challenges for women in leadership*Creating a culture of safety and caring | |
| 11/22/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New ChatGPT Vision: How Accountants Can Chat with Imagery (Webinar) (25WX-3771)25WX-3771 | *Introduction to GPT Vision - Understanding the fundamentals of GPT Vision and its capabilities*Advantages of Vision Mode Research - Exploring the unique benefits of visual data analysis over traditional methods*Accessing GPT Vision - Guidance on how to access and utilize GPT Vision capabilities*Financial Screenshot Analysis - Techniques for analyzing financial documents and reports through screenshots*Operational Insights from Visual Data - Using images to gain insights into operational processes and asset management*Integration with Google Maps - Learning how to combine ChatGPT's vision capabilities with mapping technologies for enhanced spatial analysis*Sentiment and Facial Expression Analysis - Techniques for interpreting emotions and sentiments in images to gauge client and employee feedback*Body Language Interpretation - Analyzing body language in images to understand non-verbal cues in business contexts*Effective Photo Capturing Techniques - Best practices for taking photos that provide optimal insights for financial analysis | |
| 11/17/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Leadershift: Drive Results Through Ethical Performance Management (Webinar) (25WX-4027)25WX-4027 | *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 | |
| 12/1/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| New What's Changing in A&A for Governmental Entities (Webinar) (25WX-3907)25WX-3907 | *A look at the GASB standards that are effective this year*GASB 100, Accounting Changes and Error Corrections*GASB 101, Compensated Absences*The impact of the 2024 Compliance Supplement on Single Audits*Changes to the Uniform Guidance*Common deficiencies found in Single Audits | |
| 11/24/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| A Culture of Regulatory Ethics: A Competitive Advantage (Webinar) (25WX-3715)25WX-3715 | *Does it pay for a company to have strong ethics?*Can you measure the financial impact of ethics?*Does ethics make a difference in financial performance?*Can ethics be used as a competitive advantage?*What sets the CPA designation apart?*AICPA Code of Professional Conduct & the Conceptual Framework Approach*Ethics as a marketing tool*Personalizing your Code of Ethics*Four building blocks of ethical culture*What influences employee behavior?*Ethical research*Building trust in organizations*Maintaining objectivity in difficult situations | |
| 11/13/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| The Role of Internal Control in the Risk-Based Audit (Webinar) (25WX-3806)25WX-3806 | *Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control system*Development of a tailored audit approach that considers the potential reliance on internal controls*Guidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients | |
| 11/18/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Taxation of the Cannabis Industry (Webinar) (25WX-3712)25WX-3712 | *Industrial hemp vs. marijuana*Income definitions under I.R.C. Section 61*Tax code restrictions: Section 280E and Section 471*State-specific marijuana laws*Cash management in cannabis businesses*Federal court case analysis | |
| 11/13/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Mastering Microsoft 365 Copilot for CPAs (Webinar) (25WX-3845)25WX-3845 | *Overview of Microsoft 365 Copilot features*Automating tasks with AI assistance*Enhancing content creation and data analysis*Collaboration tools powered by AI*Best practices for maximizing Copilot's benefits | |
| 11/20/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Annual Update for Not-for-Profit Accountants and Auditors (Webinar) (25WX-3747)25WX-3747 | *The Not-for-Profit Advisory Committee (NAC)*Accounting Standards Updates (ASUs)*Year 2 considerations of the leases standard*Common not-for-profit deficiencies identified in peer review*What's going on at the AICPA | |
| 11/14/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Criminal Tax: How CPAs Bring Value to Defense Attorneys (Webinar) (25WX-3673)25WX-3673 | *The common weaknesses in a criminal tax investigation*The key documents to review (In a sea of thousands of documents)*Crafting questions to recommend in court proceeding | |
| 11/11/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Selected Ethics Topics 2025 (Webinar) (25WX-3714)25WX-3714 | *Stay in compliance with recent ethics standards changes that impact your practice*Learn about key regulatory changes and initiatives impacting CPAs and the future of the profession*Discuss emerging issues and standard-setting activity that could affect your practice in the future*Explore practical applications of the standards and hear about common practice issues and challenges*Examples include private equity, technology, tax planning, audit quality, regulatory enforcement and standard-setting environment*Learn how failure to follow the standards can result in unwanted regulatory actions and publicity | |
| 11/13/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Becoming Conflict Competent (Webinar) (25WX-4028)25WX-4028 | *Levels of conflict*Strategies to de-escalate conflict*Distinction between miscommunication and conflict*Responses to conflict*Tactics to address, rather than avoid, conflict | |
| 12/2/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Basic Individual Taxation Course (Webinar) (25WX-3702)25WX-3702 | *Defining Federal Income Taxes*Computing federal income tax liability*Calculating adjusted gross income*Defining Qualifying Child*Determining filing status*Calculating the Kiddie Tax*Standard deduction*Tax Rates for ordinary income, capital gains, and qualified dividend income*Cash v. Accrual Method*Filing deadlines and obtaining extensions | |
| 11/13/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: IRS Behavioral Insights for Accountants (Webinar) (25WX-4036)25WX-4036 | *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 | |
| 12/2/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Seeing Beyond the Numbers: Analysis for CFOs and Controllers (Webinar) (25WX-3978)25WX-3978 | *Purpose of Financial Statement Analysis*Comparing Actuals vs. Expectations & Benchmarking*Case Studies 1 & 2*Ratio Analysis*Case Study 3*Analysis of Statement of Cash Flows*Case Studies 4 & 5*Other Uses of Ratios | |
| 11/28/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Managing Current Fraud Trends in a Shifting Environment (Webinar) (25WX-3963)25WX-3963 | *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 | |
| 11/28/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Ethics at Work: Diversity, Equity and Inclusion (Webinar) (25WX-3896)25WX-3896 | *Overview of ethics*Ethical values and principles*DEI working definitions*Unconscious bias, assumptions, microaggressions*Standing Up and Speaking Out*DEI and Organizational Responsibility | |
| 11/24/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| CFO Solutions to IRS Problems (Webinar) (25WX-3873)25WX-3873 | *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 | |
| 11/21/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Single Audit Update (Webinar) (25WX-3658)25WX-3658 | *Review of the impact of the 2024 Compliance Supplement on Single Audits*Review of the changes to the Uniform Guidance*Review of common audit deficiencies found in Single Audits | |
| 11/11/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Bumper Sticker Ethics v. Professional Ethics (Webinar) (25WX-4005)25WX-4005 | *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 | |
| 12/1/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Love it or Leave it: Engagement and Retention at Work (Webinar) (25WX-3827)25WX-3827 | *Ethical values and engagement and retention*Enhancing employee engagement*Strategic/intentional actions to enhance retention*Generation X | |
| 11/19/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 1 Ethics |
| New Yellow Book Update (Webinar) (25WX-3844)25WX-3844 | *Yellow Book engagements*Independence requirements in GAGAS*Quality management in Yellow Book*Common deficiencies found in Yellow Book engagements | |
| 11/20/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Leadershift Ethics: Things Must Change! (Webinar) (25WX-3875)25WX-3875 | *The litmus test for all of your decisions and actions*Ethical principles when managing through change*Pressures that threaten ethical change management*Case studies of what can go sideways when ethics are not part of every stage of change*Winning strategies for ethical self-regulation | |
| 11/21/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| The Bookkeeper Goes to Prison (Webinar) (25WX-3900)25WX-3900 | *Career choices*Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 11/24/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Unlocking Deep Secrets: Case Studies in Financial Analysis (Webinar) (25WX-3803)25WX-3803 | *Overview of financial statement analysis*The impact of GAAP on financial analysis*Overview of the Balance Sheet*Overview of the Income Statement*The importance of the Statement of Cash Flows*Common Size Analysis*Trend Analysis*Profitability Ratio Analysis*Liquidity Ratio Analysis*Solvency Ratio Analysis | |
| 11/18/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Art of Engaging in Difficult Conversations (Webinar) (25WX-5589)25WX-5589 | *Awareness of your mindset entering the conversation*Tactics to build a pool of meaning*Clarity around story telling*Biggest mistakes to avoid | |
| 3/4/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Microsoft Outlook "Must Know" Email Tips (Webinar) (25WX-4548)25WX-4548 | *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 | |
| 1/5/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Synchronize Your Files to the Cloud With SharePoint (Webinar) (25WX-4218)25WX-4218 | *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 | |
| 12/12/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New SEC Case Studies: Ethical Dilemmas in Finance and Accounting (Webinar) (25WX-5071)25WX-5071 | *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 | |
| 2/3/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Navigating IRS Collections: The Collection Process (Webinar) (25WX-4274)25WX-4274 | *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 | |
| 12/16/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Criminal Tax: How CPAs Bring Value to Defense Attorneys (Webinar) (25WX-4729)25WX-4729 | *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 | |
| 1/14/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Walter Haig's GAAP for SMEs, Tax and Cash Frameworks Update (Webinar) (25WX-4168)25WX-4168 | *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 | |
| 12/10/2025 | 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-5564)25WX-5564 | *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 | |
| 3/3/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Guide Strategy, Attract Investments with Financial Forecasts (Webinar) (25WX-4279)25WX-4279 | *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 | |
| 12/16/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CPAxPACK Bundle: Audit Essentials -- Cash, Expenses, Inventory (Webinar) (25WX-4515)25WX-4515 | *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. | |
| 1/2/2026 | 8 a.m. - 4 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| The Ethics of Recruitment and Selection (Webinar) (25WX-4314)25WX-4314 | *Discussion of ethical and effective recruiting strategies*Selection processes that foster diversity and inclusion*How to increase talent pools to ensure hiring success | |
| 12/18/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Ethical Considerations in Working with Cannabis (Webinar) (25WX-4829)25WX-4829 | *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 | |
| 1/21/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| New AICPA Regulatory Ethics Update (Webinar) (25WX-4135)25WX-4135 | *The Professional Ethics Executive Committee's updated ethics rules*An overview of recently issued ethics rules that CPAs need to know to be compliant | |
| 12/8/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Operations Level Internal Control (Webinar) (25WX-4849)25WX-4849 | *An overview of controls that drive procedures*Considerations for procedural control development*Understanding and controlling risk that arises when organizations change | |
| 1/21/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Navigating IRS Correspondence: Responding to IRS Letters (Webinar) (25WX-4616)25WX-4616 | *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 | |
| 1/8/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Behind the Curtain: Exploring IRS Audit Technique Guides (Webinar) (25WX-4109)25WX-4109 | *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 | |
| 12/5/2025 | 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-4246)25WX-4246 | *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 | |
| 12/15/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| The Bookkeeper Goes to Prison (Webinar) (25WX-4925)25WX-4925 | *Career choices*Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 1/27/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New CFO and Controller Critical Skills: Budgeting and Forecasting (Webinar) (25WX-4913)25WX-4913 | *Overview of budgeting tools*Overview of difference between budgeting and forecasting*Examples of various budgeting and forecasting techniques | |
| 1/26/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Individual Tax Update: Recent Developments (Webinar) (25WX-4707)25WX-4707 | *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 | |
| 1/13/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics of AI: A CPA's Guide (Webinar) (25WX-4661)25WX-4661 | *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 | |
| 1/10/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| How Changes in Business Methods Affects Internal Control (Webinar) (25WX-4406)25WX-4406 | *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 | |
| 12/26/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Steps to Stop External Fraud (Webinar) (25WX-4201)25WX-4201 | *Types of external fraud*Considerations as organizations work to reduce fraud risk*External fraud and known parties/External fraud unknown perpetrators | |
| 12/11/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How Much Are Your Ethics Worth? (Webinar) (25WX-4634)25WX-4634 | *Understanding ethics*Available tools to aid in ethical decision making*The role of bias in making ethical decisions*Application through case studies | |
| 1/9/2026 | 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-4392)25WX-4392 | *Implementing AI for accounting automation*Enhancing auditing processes with AI tools*AI applications in tax compliance*Leveraging AI for business advisory services | |
| 12/23/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Grading Your Auditors: Are You Getting the Most Value? (Webinar) (25WX-4477)25WX-4477 | *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 | |
| 12/30/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Build Better Budgets: Fundamental Techniques (Webinar) (25WX-4462)25WX-4462 | *Advantages of budgeting*The role of budgeting*Master budgeting*Flexible budgeting*Standards and variances*Capital budgeting | |
| 12/30/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Generative AI in Practice: Boost Efficiency and Profitability (Webinar) (25WX-5518)25WX-5518 | *Implementing AI for accounting automation*Enhancing auditing processes with AI tools*AI applications in tax compliance*Leveraging AI for business advisory services | |
| 2/27/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: Giving Thanks -- How to Master the Art of Gratitude (Webinar) (25WX-4476)25WX-4476 | *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 | |
| 12/30/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Corporate Transparency Act Developments (Webinar) (25WX-5242)25WX-5242 | *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 | |
| 2/13/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Exploring Internal Controls That Could Have Prevented Frauds (Webinar) (25WX-4051)25WX-4051 | *Examination of actual frauds*Discussion of internal controls that could have prevented the frauds*Contemplation of epiphanies for your own professional scenarios | |
| 12/3/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Creating an Ethical Work Environment (Webinar) (25WX-4786)25WX-4786 | *Ethical values and principles*Human factors impacting ethical choices*Professional and organizational responsibilities in creating an ethical work environment*Tools for ethical decision making | |
| 1/19/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Best Non-Google Search Tools for Accountants (Webinar) (25WX-5123)25WX-5123 | *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 | |
| 2/6/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 1040 Tax Prep Automation with AI Tools (Webinar) (25WX-5288)25WX-5288 | *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 | |
| 2/16/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Mastering IRS Form 7217: Partnership Property Distributions (Webinar) (25WX-5511)25WX-5511 | *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 | |
| 2/27/2026 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| How to Start a CFO Service (Webinar) (25WX-5268)25WX-5268 | *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 | |
| 2/14/2026 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Ethics Based Leadership for Women (Webinar) (25WX-5041)25WX-5041 | *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 | |
| 2/2/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Walter Haig's Personal Financial Health Checkup (Webinar) (25WX-5577)25WX-5577 | *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 | |
| 3/3/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Leveraging Marketing Automation for Accounting Firm Growth (Webinar) (25WX-5304)25WX-5304 | *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 | |
| 2/17/2026 | 8:30 - 9:30 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Using AI to Instantly Transform Ideas into Revenue Streams (Webinar) (25WX-4248)25WX-4248 | *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) | |
| 12/15/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Accounting & Auditing Update for Small Businesses (Webinar) (25WX-4836)25WX-4836 | *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 | |
| 1/21/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New CPA to CFO (Webinar) (25WX-4463)25WX-4463 | *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 | |
| 12/30/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Keeping Up With the FASB (Webinar) (25WX-5624)25WX-5624 | *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 | |
| 3/6/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethics of Care in the Workplace (Webinar) (25WX-4763)25WX-4763 | *Ethical values and principles*Compassion*Managing expectations*Respect and humility*Attribution Theory | |
| 1/16/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New What's Behind the Data? (Webinar) (25WX-4738)25WX-4738 | *Ways in which data and information can be misleading*Common pitfalls when encountering data*How to re-evaluate the data to avoid those pitfalls | |
| 1/15/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Navigating IRS Collections: Overview of Form 433 and Offers in Compromise (Webinar) (25WX-4375)25WX-4375 | *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 | |
| 12/22/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Finding Errors in Excel Spreadsheets (Webinar) (25WX-4397)25WX-4397 | *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 | |
| 12/23/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Grading Your Auditors: Are You Getting the Most Value? (Webinar) (25WX-5423)25WX-5423 | *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 | |
| 2/23/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| S Corporations: Calculating Shareholder Basis (Webinar) (25WX-5208)25WX-5208 | *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 | |
| 2/11/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Compilation, Preparation and Review Basics and Peer Reviews (Webinar) (25WX-4770)25WX-4770 | *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 | |
| 1/16/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New ChatGPT Vision for Financial Analysis (Webinar) (25WX-5019)25WX-5019 | *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 | |
| 2/2/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Donating Cryptocurrency and Avoiding Traps for the Unwary (Webinar) (25WX-5356)25WX-5356 | *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 | |
| 2/19/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Build Better Budgets: Fundamental Techniques (Webinar) (25WX-4949)25WX-4949 | *Advantages of budgeting*The role of budgeting*Master budgeting*Flexible budgeting*Standards and variances*Capital budgeting | |
| 1/28/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Love it or Leave it: Engagement and Retention at Work (Webinar) (25WX-5299)25WX-5299 | *Ethical values and engagement and retention*Enhancing employee engagement*Strategic/intentional actions to enhance retention*Generation X | |
| 2/16/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 1 Ethics |
| How to Double Your Firm's Revenue Through CFO and Advisory (Webinar) (25WX-5296)25WX-5296 | *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 | |
| 2/16/2026 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Professional Ethical Considerations for CPAs (Webinar) (25WX-5509)25WX-5509 | *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 | |
| 2/27/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Will Your Ethics Be Burned by Burnout? (Webinar) (25WX-4282)25WX-4282 | *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 | |
| 12/16/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Current Cybersecurity Risk Management Trends (Webinar) (25WX-5235)25WX-5235 | *Overview of current cybersecurity threats and how to mitigate data breach risk*Describe how to avoid malware and other security threats | |
| 2/12/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Leveraging Marketing Automation for Accounting Firm Growth (Webinar) (25WX-4781)25WX-4781 | *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 | |
| 1/19/2026 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Yellow Book Independence and Single Audit Fundamentals (Webinar) (25WX-4454)25WX-4454 | *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 | |
| 12/29/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New What's Going on at the FASB (Webinar) (25WX-4673)25WX-4673 | *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 | |
| 1/12/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethical Performance Management (Webinar) (25WX-4693)25WX-4693 | *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 | |
| 1/13/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Ethics of AI: A CPA's Guide (Webinar) (25WX-5042)25WX-5042 | *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 | |
| 2/2/2026 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Advanced Excel: Hidden Secrets and Gems (Webinar) (25WX-4518)25WX-4518 | *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 | |
| 1/2/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Using AI to Instantly Transform Ideas into Revenue Streams (Webinar) (25WX-5610)25WX-5610 | *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) | |
| 3/5/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Monthly Federal Tax Updates: January 2026 (Webinar) (25WX-4779)25WX-4779 | *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 | |
| 1/19/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CPA to CFO (Webinar) (25WX-4310)25WX-4310 | *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 | |
| 12/18/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Ethics at Work: Diversity, Equity and Inclusion (Webinar) (25WX-5404)25WX-5404 | *Overview of ethics*Ethical values and principles*DEI working definitions*Unconscious bias, assumptions, microaggressions*Standing Up and Speaking Out*DEI and Organizational Responsibility | |
| 2/23/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Beyond the Basics: Financial Ratios You Might Be Overlooking (Webinar) (25WX-4978)25WX-4978 | *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 | |
| 1/29/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Managerial Accounting: Your Prescription for Better Decisions (Webinar) (25WX-4143)25WX-4143 | *Target profit and break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis*Budgeting | |
| 12/8/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Microsoft 365 Application Lightning Round Review (Webinar) (25WX-5251)25WX-5251 | *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 | |
| 2/13/2026 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| How to Double Your Firm's Revenue Through CFO and Advisory (Webinar) (25WX-4122)25WX-4122 | *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 | |
| 12/6/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Learning to Teach Tax as a Second Language (Webinar) (25WX-5094)25WX-5094 | *Accounting as a foreign language*Commonly misunderstood concepts*Communicating tax matters*Client-practitioner interactionsInteracting with tax authorities | |
| 2/4/2026 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Create Paginated Reports with Power BI Report Builder (Webinar) (25WX-5627)25WX-5627 | *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 | |
| 3/6/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Tax Depreciation: Review and Update (Webinar) (25WX-5409)25WX-5409 | *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 | |
| 2/23/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Generative AI Strategy for Accountants (Webinar) (25WX-4624)25WX-4624 | *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 | |
| 1/8/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Love it or Leave it: Engagement and Retention at Work (Webinar) (25WX-4228)25WX-4228 | *Ethical values and engagement and retention*Enhancing employee engagement*Strategic/intentional actions to enhance retention*Generation X | |
| 12/12/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 1 Ethics |
| Money Laundering 101 for CPAs (Webinar) (25WX-5239)25WX-5239 | *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 | |
| 2/12/2026 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| How to Double Your Firm's Revenue Through CFO and Advisory (Webinar) (25WX-4866)25WX-4866 | *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 | |
| 1/22/2026 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Ethical Performance Management (Webinar) (25WX-4956)25WX-4956 | *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 | |
| 1/28/2026 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Forensic Accounting: Finding Hidden Treasure in Tax Returns (Webinar) (25WX-4114)25WX-4114 | *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 | |
| 12/5/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Role of Internal Control in the Risk-Based Audit (Webinar) (25WX-4993)25WX-4993 | *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 | |
| 1/29/2026 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| How Fraud Can Affect Smaller Organizations (Webinar) (25WX-4460)25WX-4460 | *The reasons for fraud*Fraudulent acts that are initiated against smaller organizations*Methods to stop fraud attempts against small businesses | |
| 12/29/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Business Partnerships: Managing Supplier Relationships (Webinar) (25WX-5231)25WX-5231 | *Overview of supplier contracts*Case studies of successful and not-so-successful supplier relationships*Risk potentials | |
| 2/12/2026 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Microsoft 365 Application Lightning Round Review (Webinar) (25WX-4451)25WX-4451 | *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 | |
| 12/29/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Navigating IRS Authorizations: Form 2848 and Form 8821 (Webinar) (25WX-4789)25WX-4789 | *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 | |
| 1/19/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New LLCs and S Corporations: A Comparative Analysis (Webinar) (25WX-4294)25WX-4294 | *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 | |
| 12/17/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Recruit. Retain. Engage. Mastering LinkedIn for HR Success (Webinar) (25WX-4321)25WX-4321 | *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 | |
| 12/18/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Grading Your Auditors: Are You Getting the Most Value? (Webinar) (25WX-4968)25WX-4968 | *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 | |
| 1/28/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New A&A Update for Not-for-Profits and Single Audit (Webinar) (25WX-4444)25WX-4444 | *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 | |
| 12/29/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Leadershift Ethics: Things Must Change! (Webinar) (25WX-5371)25WX-5371 | *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 | |
| 2/19/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| The Art of Engaging in Difficult Conversations (Webinar) (25WX-4617)25WX-4617 | *Awareness of your mindset entering the conversation*Tactics to build a pool of meaning*Clarity around story telling*Biggest mistakes to avoid | |
| 1/8/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Navigating IRS Authorizations: Form 2848 and Form 8821 (Webinar) (25WX-4179)25WX-4179 | *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 | |
| 12/10/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New How Recent Auditing Standards Improve Risk-Based Audits (Webinar) (25WX-5221)25WX-5221 | *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 | |
| 2/12/2026 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Revision to Government Auditing Standards Impact (Webinar) (25WX-4508)25WX-4508 | *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 | |
| 1/2/2026 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Ethical AI Practices for CPAs: Ensuring Responsible Use (Webinar) (25WX-5227)25WX-5227 | *Understanding ethical implications of AI*Data privacy and security considerations*Compliance with regulations and professional standards*Developing ethical AI policies and procedures | |
| 2/12/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Monthly Federal Tax Updates: February 2026 (Webinar) (25WX-5141)25WX-5141 | *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 | |
| 2/9/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Generative AI Strategy for Accountants (Webinar) (25WX-5640)25WX-5640 | *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 | |
| 3/6/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: How to Give and Receive Criticism the Right Way (Webinar) (25WX-5145)25WX-5145 | *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 | |
| 2/9/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Adobe Acrobat Tips for Working with PDF Files (Webinar) (25WX-5657)25WX-5657 | *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 | |
| 3/9/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Art of Engaging in Difficult Conversations (Webinar) (25WX-5338)25WX-5338 | *Awareness of your mindset entering the conversation*Tactics to build a pool of meaning*Clarity around story telling*Biggest mistakes to avoid | |
| 2/18/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Finding Errors in Excel Spreadsheets (Webinar) (25WX-5294)25WX-5294 | *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 | |
| 2/16/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Using e-Signature Software to Process Agreements (Webinar) (25WX-4626)25WX-4626 | *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 | |
| 1/8/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Money Laundering Awareness for Accountants (Webinar) (25WX-5688)25WX-5688 | *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 | |
| 3/10/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New ChatGPT and Advanced Accounting Research (Webinar) (25WX-5597)25WX-5597 | *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 | |
| 3/4/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Revision to Government Auditing Standards Impact (Webinar) (25WX-4069)25WX-4069 | *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 | |
| 12/3/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New CPAxPACK Bundle: Tax Pro's Guide -- Essential Courses for Tax Mastery (Webinar) (25WX-4530)25WX-4530 | *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. | |
| 1/2/2026 | 8 a.m. - 4 p.m. | Online | 12 CPE (12 tech, 0 non-tech) | |
| New Exercise Your Ethics: Techniques to Improve Ethical Response (Webinar) (25WX-4387)25WX-4387 | *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 | |
| 12/23/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Self-Rental Real Estate: Passive Activity and Section 199A (Webinar) (25WX-4110)25WX-4110 | *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 | |
| 12/5/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Navigating IRS Authorizations: Form 2848 and Form 8821 (Webinar) (25WX-4574)25WX-4574 | *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 | |
| 1/6/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Business Partnerships: Managing Supplier Relationships (Webinar) (25WX-5389)25WX-5389 | *Overview of supplier contracts*Case studies of successful and not-so-successful supplier relationships*Risk potentials | |
| 2/20/2026 | 3:30 - 4:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Accountants and Malpractice: Can We Get Sued for This? (Webinar) (25WX-5561)25WX-5561 | *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 | |
| 3/3/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| More Money: Strategic Ways to Improve Cash Flow (Webinar) (25WX-4144)25WX-4144 | *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 | |
| 12/8/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| How AI is Automating Internal Control (Webinar) (25WX-5115)25WX-5115 | *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 | |
| 2/6/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New ChatGPT Vision for Financial Analysis (Webinar) (25WX-4656)25WX-4656 | *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 | |
| 1/10/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ChatGPT for Accountants: 50+ Use Cases (Webinar) (25WX-4602)25WX-4602 | *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 | |
| 1/7/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accountants and Malpractice: Can We Get Sued for This? (Webinar) (25WX-4385)25WX-4385 | *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 | |
| 12/23/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Managing Current Fraud Trends in a Shifting Environment (Webinar) (25WX-4364)25WX-4364 | *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 | |
| 12/22/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Determining Reasonable Compensation for Owner Employees (Webinar) (25WX-5662)25WX-5662 | *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 | |
| 3/9/2026 | 11 a.m. - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Clean, Transform and Load Data in Power BI (Webinar) (25WX-4521)25WX-4521 | *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 | |
| 1/2/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Shortcuts That Excel Users Love (Webinar) (25WX-4684)25WX-4684 | *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. | |
| 1/12/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New AI Prompt Engineering Masterclass for Accountants (Webinar) (25WX-5271)25WX-5271 | *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 | |
| 2/14/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New How to Build a Custom AI Chatbot and GPT in Plain English (Webinar) (25WX-4941)25WX-4941 | *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 | |
| 1/27/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AI Privacy, Security and Compliance Masterclass (Webinar) (25WX-5014)25WX-5014 | *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 | |
| 1/30/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CPAxPACK Bundle: Unlock Power BI with Comprehensive Data Analysis (Webinar) (25WX-4533)25WX-4533 | *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. | |
| 1/2/2026 | 8 a.m. - 4 p.m. | Online | 10 CPE (0 tech, 10 non-tech) | |
| Ethics: How to Give and Receive Criticism the Right Way (Webinar) (25WX-5458)25WX-5458 | *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 | |
| 2/25/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Power BI: Bringing it All Together for Data Analysis (Webinar) (25WX-4233)25WX-4233 | *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 | |
| 12/13/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Get started with Power BI (Webinar) (25WX-4822)25WX-4822 | *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 | |
| 1/20/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Clean, Transform and Load Data in Power BI (Webinar) (25WX-5133)25WX-5133 | *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 | |
| 2/6/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New ChatGPT and Advanced Policy Manual Development for Accountants (Webinar) (25WX-4176)25WX-4176 | *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 | |
| 12/10/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Annual Update for Not-for-Profit Accountants and Auditors (Webinar) (25WX-5499)25WX-5499 | *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 | |
| 2/26/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New AI for CPAs: How it Works and How to Apply it (Webinar) (25WX-4142)25WX-4142 | *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 | |
| 12/8/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| ChatGPT Bootcamp for CPAs with John Higgins (Webinar) (25WX-4754)25WX-4754 | *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 | |
| 1/15/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Lessons on Fraud Prevention from Sam Bankman-Fried's Crypto (Webinar) (25WX-4686)25WX-4686 | *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? | |
| 1/13/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Keeping Up With the FASB (Webinar) (25WX-4210)25WX-4210 | *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 | |
| 12/12/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Analyzing Financial Statements (Webinar) (25WX-4667)25WX-4667 | *Balance sheet analysis*Income statement analysis*Cash flow statement analysis*Clues in the notes and MD&A*Industry nuances | |
| 1/12/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Yellow Book Independence and Single Audit Fundamentals (Webinar) (25WX-5010)25WX-5010 | *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 | |
| 1/30/2026 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New CPAxPACK Bundle: Forensic Accounting -- Investigate, Analyze, Report (Webinar) (25WX-5550)25WX-5550 | *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. | |
| 3/2/2026 | 8 a.m. - 4 p.m. | Online | 12 CPE (12 tech, 0 non-tech) | 4 Ethics |
| Fraud, Controls and Ethics: Best Practices and Case Studies (Webinar) (25WX-4777)25WX-4777 | *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 | |
| 1/16/2026 | 11:30 a.m. - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
| Risk Assessment Under SAS No. 145: The Key to Audit Quality? (Webinar) (25WX-4726)25WX-4726 | *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 | |
| 1/14/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Microsoft 365: Save More Time, Make More Money (Webinar) (25WX-5555)25WX-5555 | *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 | |
| 3/2/2026 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Supervision/Management Competencies: An Ethical Approach (Webinar) (25WX-4648)25WX-4648 | *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 | |
| 1/9/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Operations Level Internal Control (Webinar) (25WX-4772)25WX-4772 | *An overview of controls that drive procedures*Considerations for procedural control development*Understanding and controlling risk that arises when organizations change | |
| 1/16/2026 | 10:30 a.m. - 2:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Common Financial Statement Disclosures (Webinar) (25WX-4431)25WX-4431 | *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 | |
| 12/27/2025 | 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-4997)25WX-4997 | *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" | |
| 1/30/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Lessons on Fraud Prevention from Sam Bankman-Fried's Crypto (Webinar) (25WX-5669)25WX-5669 | *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? | |
| 3/10/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Common Financial Statement Disclosures (Webinar) (25WX-4633)25WX-4633 | *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 | |
| 1/9/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Taxation of the Cannabis Industry (Webinar) (25WX-5464)25WX-5464 | *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 | |
| 2/25/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Exercise Your Ethics: Techniques to Improve Ethical Response (Webinar) (25WX-4611)25WX-4611 | *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 | |
| 1/8/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Revision to Government Auditing Standards Impact (Webinar) (25WX-4130)25WX-4130 | *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 | |
| 12/8/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Will Your Ethics Be Burned by Burnout? (Webinar) (25WX-4969)25WX-4969 | *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 | |
| 1/28/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Steps to Stop External Fraud (Webinar) (25WX-4618)25WX-4618 | *Types of external fraud*Considerations as organizations work to reduce fraud risk*External fraud and known parties/External fraud unknown perpetrators | |
| 1/8/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AI Prompt Engineering Masterclass for Accountants (Webinar) (25WX-5462)25WX-5462 | *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 | |
| 2/25/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Securing Your Data with a Password Management App (Webinar) (25WX-4615)25WX-4615 | *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 | |
| 1/8/2026 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Steps to Stop External Fraud (Webinar) (25WX-5067)25WX-5067 | *Types of external fraud*Considerations as organizations work to reduce fraud risk*External fraud and known parties/External fraud unknown perpetrators | |
| 2/3/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| What if Your Client Didn't Take Reasonable Compensation (Webinar) (25WX-5616)25WX-5616 | *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 | |
| 3/5/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Internal Control: Testing for Operating Effectiveness (Webinar) (25WX-4227)25WX-4227 | *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 | |
| 12/12/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Reasonable Compensation for S Corps (Webinar) (25WX-4156)25WX-4156 | *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 | |
| 12/9/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: 10 Crucial Qualities of High Character CPAs (Webinar) (25WX-4366)25WX-4366 | *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 | |
| 12/22/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| ChatGPT and Complex Financial and HR Conversations (Webinar) (25WX-5631)25WX-5631 | *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 | |
| 3/6/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Noble Leadership: An Ethical Approach (Webinar) (25WX-4493)25WX-4493 | *Leadership Definition*Virtue Ethics*Relationship of Virtue Ethics to Leadership*Characteristics of the Noble Leader*Actions to create a culture of respect and dignity | |
| 12/31/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Ethics: IRS Criminal Investigations -- Key Lessons for Accountants (Webinar) (25WX-4907)25WX-4907 | *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 | |
| 1/26/2026 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Leadershift Ethics: Things Must Change! (Webinar) (25WX-4820)25WX-4820 | *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 | |
| 1/20/2026 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| The Leadership Skills of Tomorrow: Delegate and Listen (Webinar) (25WX-4295)25WX-4295 | *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 | |
| 12/17/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Current Cybersecurity Risk Management Trends (Webinar) (25WX-5663)25WX-5663 | *Overview of current cybersecurity threats and how to mitigate data breach risk*Describe how to avoid malware and other security threats | |
| 3/9/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accounting for and Auditing Cryptocurrency and Digital Assets (Webinar) (25WX-5084)25WX-5084 | *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 | |
| 2/4/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Tax Implications of Retirement Plan Distributions (Webinar) (25WX-4884)25WX-4884 | *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 | |
| 1/23/2026 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Fraud and Embezzlement: Case Studies from the Trenches (Webinar) (25WX-4474)25WX-4474 | *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 | |
| 12/30/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Ethical Considerations of the New AICPA SSTS Rules (Webinar) (25WX-5223)25WX-5223 | *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 | |
| 2/12/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| The Bookkeeper Goes to Prison (Webinar) (25WX-4464)25WX-4464 | *Career choices*Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 12/30/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Seeing Beyond the Numbers: Analysis for CFOs and Controllers (Webinar) (25WX-5556)25WX-5556 | *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 | |
| 3/2/2026 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Taxation of the Cannabis Industry (Webinar) (25WX-4723)25WX-4723 | *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 | |
| 1/14/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Everyday Ethics at Work: Don't be the Next News Story! (Webinar) (25WX-5534)25WX-5534 | *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 | |
| 3/2/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Enterprise-Wide Risk Management in Accounting and Finance (Webinar) (25WX-4187)25WX-4187 | *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 | |
| 12/10/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethics: How to Give and Receive Criticism the Right Way (Webinar) (25WX-4977)25WX-4977 | *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 | |
| 1/29/2026 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Money Laundering 101 for CPAs (Webinar) (25WX-5691)25WX-5691 | *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 | |
| 3/10/2026 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Role of Internal Control in the Risk-Based Audit (Webinar) (25WX-4403)25WX-4403 | *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 | |
| 12/23/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Mastering the Excel Lookup Functions (Webinar) (25WX-5595)25WX-5595 | *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 | |
| 3/4/2026 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Taxation of the Cannabis Industry (Webinar) (25WX-4960)25WX-4960 | *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 | |
| 1/28/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Leveraging ChatGPT for Innovative Business Advisory Services (Webinar) (25WX-5611)25WX-5611 | *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 | |
| 3/5/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Ethical AI Practices for CPAs: Ensuring Responsible Use (Webinar) (25WX-4418)25WX-4418 | *Understanding ethical implications of AI*Data privacy and security considerations*Compliance with regulations and professional standards*Developing ethical AI policies and procedures | |
| 12/26/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Determining Reasonable Compensation for Owner Employees (Webinar) (25WX-5470)25WX-5470 | *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 | |
| 2/25/2026 | 2 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Individual Tax Update: Recent Developments (Webinar) (25WX-4425)25WX-4425 | *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 | |
| 12/26/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Mastering Microsoft 365 Copilot for CPAs (Webinar) (25WX-4317)25WX-4317 | *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 | |
| 12/18/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Become a Data Analysis Expert (Webinar) (25WX-5408)25WX-5408 | *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 | |
| 2/23/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Accounting & Auditing Update for Small Businesses (Webinar) (25WX-5163)25WX-5163 | *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 | |
| 2/9/2026 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Google Gemini AI for Accountants (Webinar) (25WX-4572)25WX-4572 | *Google Gemini Quick Start*Gemini Standalone Chatbot*Mobile App*Gemini integration with: Workspace, Gmail,Docs, Sheets, Slides*User Tips | |
| 1/6/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethics of Recruitment and Selection (Webinar) (25WX-5654)25WX-5654 | *Discussion of ethical and effective recruiting strategies*Selection processes that foster diversity and inclusion*How to increase talent pools to ensure hiring success | |
| 3/9/2026 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Monthly Federal Tax Updates: December 2025 (Webinar) (25WX-4363)25WX-4363 | *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 | |
| 12/22/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Forensic Accounting: Finding Hidden Treasure in Tax Returns (Webinar) (25WX-5215)25WX-5215 | *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 | |
| 2/11/2026 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Installment sales: Maximize Tax Benefits and Stay Compliant (Webinar) (25WX-5562)25WX-5562 | *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 | |
| 3/3/2026 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 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) | |
| New How to Audit Cash (Webinar) (25WX-5148)25WX-5148 | *Auditing cash*Audit assertions, risks, and threats to the cash balance*Auditing procedures to perform | |
| 2/9/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Leadershift: Drive Results Through Ethical Performance Management (Webinar) (25WX-5558)25WX-5558 | *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 | |
| 3/2/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| New Income Tax Analysis: Exploring In-Depth Concepts (Webinar) (25WX-4184)25WX-4184 | *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 | |
| 12/10/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Analyzing Financial Statements (Webinar) (25WX-4487)25WX-4487 | *Balance sheet analysis*Income statement analysis*Cash flow statement analysis*Clues in the notes and MD&A*Industry nuances | |
| 12/31/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Tech it to the Next Level: Slim Your Team for Max Efficiency (Webinar) (25WX-5413)25WX-5413 | *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 | |
| 2/23/2026 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| How AI is Automating Internal Control (Webinar) (25WX-5052)25WX-5052 | *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 | |
| 2/2/2026 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Navigating IRS Collections: Overview of Form 433 and Offers in Compromise (Webinar) (25WX-5229)25WX-5229 | *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 | |
| 2/12/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Using e-Signature Software to Process Agreements (Webinar) (25WX-4123)25WX-4123 | *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 | |
| 12/6/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The 10 Must Know Excel Features (Webinar) (25WX-5422)25WX-5422 | *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 | |
| 2/23/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Donating Cryptocurrency and Avoiding Traps for the Unwary (Webinar) (25WX-4629)25WX-4629 | *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 | |
| 1/9/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Keeping Up With the FASB (Webinar) (25WX-5117)25WX-5117 | *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 | |
| 2/6/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Fraud Busters: Controls to Prevent and Detect Fraud (Webinar) (25WX-4055)25WX-4055 | *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 | |
| 12/3/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| A Culture of Regulatory Ethics: A Competitive Advantage (Webinar) (25WX-5370)25WX-5370 | *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 | |
| 2/19/2026 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| Leadershift: Drive Results Through Ethical Performance Management (Webinar) (25WX-4778)25WX-4778 | *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 | |
| 1/16/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| Securing Your Data with a Password Management App (Webinar) (25WX-5364)25WX-5364 | *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 | |
| 2/19/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Microsoft Teams: Everything You Need to Know From A to Z (Webinar) (25WX-5211)25WX-5211 | *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 | |
| 2/11/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Todd and Julie Chrisley Go to Prison (Webinar) (25WX-5305)25WX-5305 | *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 | |
| 2/17/2026 | 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-4537)25WX-4537 | *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 | |
| 1/5/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Supervision/Management Competencies: An Ethical Approach (Webinar) (25WX-5687)25WX-5687 | *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 | |
| 3/10/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Microsoft 365 Application Lightning Round Review (Webinar) (25WX-5008)25WX-5008 | *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 | |
| 1/30/2026 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Accounting of the Soul: Making the World a Better Place (Webinar) (25WX-4875)25WX-4875 | *Overview of Virtue Ethics and the Common Good*Professionalism*The Virtue of Compassion*Gossip in the Workplace*Gratitude | |
| 1/23/2026 | 11:30 a.m. - 12:30 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| New Partnership Tax Updates (Webinar) (25WX-4074)25WX-4074 | *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 | |
| 12/4/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Art of Engaging in Difficult Conversations (Webinar) (25WX-4498)25WX-4498 | *Awareness of your mindset entering the conversation*Tactics to build a pool of meaning*Clarity around story telling*Biggest mistakes to avoid | |
| 12/31/2025 | 12:30 - 2:30 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) | |
| Ethics Case Studies: Remaining Ethical in the Age of Oversharing (Webinar) (25WX-4138)25WX-4138 | *Risks associated with social media*Sections of the AICPA Code of Professional Conduct that might be violated using social media*Case study discussions | |
| 12/8/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Advanced Cybersecurity: Beyond the Basics (Webinar) (25WX-4466)25WX-4466 | *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 | |
| 12/30/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Yellow Book Independence and Single Audit Fundamentals (Webinar) (25WX-5419)25WX-5419 | *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 | |
| 2/23/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Create Paginated Reports with Power BI Report Builder (Webinar) (25WX-4567)25WX-4567 | *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 | |
| 1/6/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Cryptocurrency 15 Years Later: A Market Update (Webinar) (25WX-5678)25WX-5678 | *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 | |
| 3/10/2026 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Using AI to Instantly Transform Ideas into Revenue Streams (Webinar) (25WX-4545)25WX-4545 | *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) | |
| 1/5/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Governmental GAAP Update: Navigating GASB Standards (Webinar) (25WX-5588)25WX-5588 | *New GASB standards: GASB 100, Accounting Changes and Error Corrections*GASB 101, Compensated Absences*Practical case studies | |
| 3/4/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New The Ethics of Teamwork (Webinar) (25WX-5025)25WX-5025 | *Virtue ethics*Team dynamics*Characteristics of highly effective teams*Meeting management*Team communication*Decision making | |
| 2/2/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Disrupt to Dominate: Mastering Change Leadership (Webinar) (25WX-5393)25WX-5393 | *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 | |
| 2/20/2026 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Beyond the Basics: Financial Ratios You Might Be Overlooking (Webinar) (25WX-4442)25WX-4442 | *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 | |
| 12/29/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Written Information Security Plans (Webinar) (25WX-4816)25WX-4816 | *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 | |
| 1/20/2026 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Income Tax Analysis: Exploring In-Depth Concepts (Webinar) (25WX-4896)25WX-4896 | *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 | |
| 1/23/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: 10 Crucial Qualities of High Character CPAs (Webinar) (25WX-5083)25WX-5083 | *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 | |
| 2/4/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Side-Hustle CFO (Webinar) (25WX-5563)25WX-5563 | *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 | |
| 3/3/2026 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| ChatGPT and Advanced Financial Analysis for Accountants (Webinar) (25WX-5414)25WX-5414 | *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 | |
| 2/23/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Leadershift: Drive Results Through Ethical Performance Management (Webinar) (25WX-4473)25WX-4473 | *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 | |
| 12/30/2025 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| The Ethics of Care in the Workplace (Webinar) (25WX-4335)25WX-4335 | *Ethical values and principles*Compassion*Managing expectations*Respect and humility*Attribution Theory | |
| 12/19/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Guide Strategy, Attract Investments with Financial Forecasts (Webinar) (25WX-4918)25WX-4918 | *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 | |
| 1/26/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Build Better Budgets: Fundamental Techniques (Webinar) (25WX-4127)25WX-4127 | *Advantages of budgeting*The role of budgeting*Master budgeting*Flexible budgeting*Standards and variances*Capital budgeting | |
| 12/8/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 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) | |
| New Mastering Microsoft 365 Copilot for CPAs (Webinar) (25WX-5441)25WX-5441 | *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 | |
| 2/24/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Internal Control: Testing for Operating Effectiveness (Webinar) (25WX-4868)25WX-4868 | *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 | |
| 1/22/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Yellow Book Update (Webinar) (25WX-4885)25WX-4885 | *Yellow Book engagements*Independence requirements in GAGAS*Quality management in Yellow Book*Common deficiencies found in Yellow Book engagements | |
| 1/23/2026 | 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-4116)25WX-4116 | *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 | |
| 12/6/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Partnership/LLC Taxation: Tax Basis Capital Accounts (Webinar) (25WX-5058)25WX-5058 | *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 | |
| 2/3/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Seeing Beyond the Numbers: Analysis for CFOs and Controllers (Webinar) (25WX-5390)25WX-5390 | *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 | |
| 2/20/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| How Changes in Business Methods Affects Internal Control (Webinar) (25WX-5354)25WX-5354 | *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 | |
| 2/19/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Leadershift Ethics: Things Must Change! (Webinar) (25WX-4224)25WX-4224 | *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 | |
| 12/12/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Tactics to Find Work-Life Balance in a Complex World (Webinar) (25WX-4084)25WX-4084 | *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 | |
| 12/4/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Accounting of the Soul: Making the World a Better Place (Webinar) (25WX-4564)25WX-4564 | *Overview of Virtue Ethics and the Common Good*Professionalism*The Virtue of Compassion*Gossip in the Workplace*Gratitude | |
| 1/6/2026 | 8:30 - 9:30 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Ethics of Recruitment and Selection (Webinar) (25WX-5197)25WX-5197 | *Discussion of ethical and effective recruiting strategies*Selection processes that foster diversity and inclusion*How to increase talent pools to ensure hiring success | |
| 2/11/2026 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New How to Audit Expenses and Payables (Webinar) (25WX-5059)25WX-5059 | *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 | |
| 2/3/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| An Ethical Approach to Mental Health Issues at Work (Webinar) (25WX-5176)25WX-5176 | *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 | |
| 2/10/2026 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Ethics: How to Run Your Business Well (Webinar) (25WX-5193)25WX-5193 | *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" | |
| 2/11/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Controls to Secure the Growing Digital Footprint (Webinar) (25WX-4071)25WX-4071 | *Securing individual documents*Protecting information resident in the Cloud*Securing data stored on or accessed by mobile devices | |
| 12/3/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Bookkeeper Goes to Prison (Webinar) (25WX-4331)25WX-4331 | *Career choices*Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 12/19/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Enterprise-Wide Risk Management in Accounting and Finance (Webinar) (25WX-4944)25WX-4944 | *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 | |
| 1/27/2026 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Coaching the Next Generation of CPAs (Webinar) (25WX-4797)25WX-4797 | *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 | |
| 1/19/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Advanced ChatGPT for Accountants (Webinar) (25WX-4494)25WX-4494 | *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 | |
| 12/31/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ChatGPT and Advanced Financial Analysis for Accountants (Webinar) (25WX-4675)25WX-4675 | *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 | |
| 1/12/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Retaining Talent in a Competitive Marketplace (Webinar) (25WX-5187)25WX-5187 | *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 | |
| 2/10/2026 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New CPAxPACK Bundle: Forensic Accounting -- Investigate, Analyze, Report (Webinar) (25WX-5045)25WX-5045 | *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. | |
| 2/2/2026 | 8 a.m. - 4 p.m. | Online | 12 CPE (12 tech, 0 non-tech) | 4 Ethics |
| Partnership/LLC Taxation: Tax Basis Capital Accounts (Webinar) (25WX-4588)25WX-4588 | *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 | |
| 1/7/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New The Ethics of Teamwork (Webinar) (25WX-5386)25WX-5386 | *Virtue ethics*Team dynamics*Characteristics of highly effective teams*Meeting management*Team communication*Decision making | |
| 2/20/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Mastering the Art of Conflict: CPA Transformative Strategies (Webinar) (25WX-4422)25WX-4422 | *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 | |
| 12/26/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| The CFO Who Went to Prison (Webinar) (25WX-4973)25WX-4973 | *The importance of valuesIdentifying success*Ethical dilemmas*Mitigation strategies*Creating tools to help make better decisions*Personal accountability strategies | |
| 1/29/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Coping With the Growth of Online Fraud (Webinar) (25WX-4285)25WX-4285 | *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 | |
| 12/16/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Ethical AI Practices for CPAs: Ensuring Responsible Use (Webinar) (25WX-4197)25WX-4197 | *Understanding ethical implications of AI*Data privacy and security considerations*Compliance with regulations and professional standards*Developing ethical AI policies and procedures | |
| 12/11/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New How Recent Auditing Standards Improve Risk-Based Audits (Webinar) (25WX-5644)25WX-5644 | *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 | |
| 3/6/2026 | 9:30 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethics and Technology for CPAs (Webinar) (25WX-5632)25WX-5632 | *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 | |
| 3/6/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Ethics: IRS Behavioral Insights for Accountants (Webinar) (25WX-5177)25WX-5177 | *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 | |
| 2/10/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New What's Behind the Data? (Webinar) (25WX-5651)25WX-5651 | *Ways in which data and information can be misleading*Common pitfalls when encountering data*How to re-evaluate the data to avoid those pitfalls | |
| 3/9/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CPAxPACK Bundle: Audit Essentials -- Cash, Expenses, Inventory (Webinar) (25WX-5031)25WX-5031 | *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. | |
| 2/2/2026 | 8 a.m. - 4 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| Erase the Mark: Best Practices in Penalty Abatement (Webinar) (25WX-4342)25WX-4342 | *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 | |
| 12/19/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New ChatGPT and Advanced Accounting Research (Webinar) (25WX-4845)25WX-4845 | *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 | |
| 1/21/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Master the Art of CPA Communication: Boost Your Influence! (Webinar) (25WX-4748)25WX-4748 | *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 | |
| 1/15/2026 | 12:30 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Retirement Planning: Next Stage for You or Your Client (Webinar) (25WX-4876)25WX-4876 | *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 | |
| 1/23/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics at Work: Diversity, Equity and Inclusion (Webinar) (25WX-4263)25WX-4263 | *Overview of ethics*Ethical values and principles*DEI working definitions*Unconscious bias, assumptions, microaggressions*Standing Up and Speaking Out*DEI and Organizational Responsibility | |
| 12/16/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Self-Rental Real Estate: Passive Activity and Section 199A (Webinar) (25WX-4256)25WX-4256 | *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 | |
| 12/15/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New ChatGPT and Advanced Accounting Research (Webinar) (25WX-4088)25WX-4088 | *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 | |
| 12/4/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethics of Self-Esteem For Women (Webinar) (25WX-4555)25WX-4555 | *Self-Esteem: What is it?*Belief systems*Benefits of high delf rsteem*Minimizing traps of low self esteem*Components of high self esteem | |
| 1/5/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| What if Your Client Didn't Take Reasonable Compensation (Webinar) (25WX-5340)25WX-5340 | *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 | |
| 2/18/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Partnership Tax Updates (Webinar) (25WX-5504)25WX-5504 | *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 | |
| 2/27/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Leveraging ChatGPT for Innovative Business Advisory Services (Webinar) (25WX-4099)25WX-4099 | *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 | |
| 12/5/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Tax Depreciation: Review and Update (Webinar) (25WX-4612)25WX-4612 | *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 | |
| 1/8/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Monthly Federal Tax Updates: January 2026 (Webinar) (25WX-4900)25WX-4900 | *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 | |
| 1/26/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Seeing Beyond the Numbers: Analysis for CFOs and Controllers (Webinar) (25WX-5165)25WX-5165 | *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 | |
| 2/9/2026 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Becoming Conflict Competent (Webinar) (25WX-5053)25WX-5053 | *Levels of conflict*Strategies to de-escalate conflict*Distinction between miscommunication and conflict*Responses to conflict*Tactics to address, rather than avoid, conflict | |
| 2/3/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Not-for-Profit GAAP Update (Webinar) (25WX-4490)25WX-4490 | *Accounting Standard Updates issued by the FASB*Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on | |
| 12/31/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethical Management of Conflict (Webinar) (25WX-4718)25WX-4718 | *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 | |
| 1/14/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Annual Update for Governmental Accountants and Auditors (Webinar) (25WX-4151)25WX-4151 | *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 | |
| 12/9/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Ethics and Civility in the Workplace (Webinar) (25WX-4980)25WX-4980 | *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 | |
| 1/29/2026 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| The Ethics of Self-Esteem For Women (Webinar) (25WX-5099)25WX-5099 | *Self-Esteem: What is it?*Belief systems*Benefits of high delf rsteem*Minimizing traps of low self esteem*Components of high self esteem | |
| 2/4/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Grading Your Auditors: Are You Getting the Most Value? (Webinar) (25WX-5259)25WX-5259 | *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 | |
| 2/13/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Recruit. Retain. Engage. Mastering LinkedIn for HR Success (Webinar) (25WX-5683)25WX-5683 | *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 | |
| 3/10/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Long-Term Care Insurance: Make the Switch (Webinar) (25WX-5615)25WX-5615 | *The need to fund for long-term care in America*Client's attitudes and misconceptions*Innovative long-term care solutions and funding | |
| 3/5/2026 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| More Money: Strategic Ways to Improve Cash Flow (Webinar) (25WX-5633)25WX-5633 | *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 | |
| 3/6/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Finding Errors in Excel Spreadsheets (Webinar) (25WX-4202)25WX-4202 | *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 | |
| 12/11/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Deep Dive Into Common Auditing Deficiencies (Webinar) (25WX-4313)25WX-4313 | *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 | |
| 12/18/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Ethics of Self-Esteem For Women (Webinar) (25WX-4870)25WX-4870 | *Self-Esteem: What is it?*Belief systems*Benefits of high delf rsteem*Minimizing traps of low self esteem*Components of high self esteem | |
| 1/22/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Written Information Security Plans (Webinar) (25WX-4104)25WX-4104 | *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 | |
| 12/5/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Taking Advantage of Array Formulas in Excel (Webinar) (25WX-4704)25WX-4704 | *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 | |
| 1/13/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| About the TIGTA: Who Watches the IRS? (Webinar) (25WX-4272)25WX-4272 | *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 | |
| 12/16/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Accountants and Malpractice: Can We Get Sued for This? (Webinar) (25WX-4583)25WX-4583 | *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 | |
| 1/7/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New CPAxPACK Bundle: Unlock Power BI with Comprehensive Data Analysis (Webinar) (25WX-5048)25WX-5048 | *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. | |
| 2/2/2026 | 8 a.m. - 4 p.m. | Online | 10 CPE (0 tech, 10 non-tech) | |
| Comprehensive Accounting and Financial Reporting Update (Webinar) (25WX-4848)25WX-4848 | *CECL for nonfinancial institutions*Accounting for Paycheck Protection Program loans*Accounting for web-hosting services*Revenue recognition*Leases*FASB projects in progress | |
| 1/21/2026 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Erase the Mark: Best Practices in Penalty Abatement (Webinar) (25WX-4220)25WX-4220 | *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 | |
| 12/12/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Entertainment, Meals and Travel Expenses: Review and Update (Webinar) (25WX-5565)25WX-5565 | *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 | |
| 3/3/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics and Technology for CPAs (Webinar) (25WX-4840)25WX-4840 | *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 | |
| 1/21/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Analyzing Financial Statements (Webinar) (25WX-4291)25WX-4291 | *Balance sheet analysis*Income statement analysis*Cash flow statement analysis*Clues in the notes and MD&A*Industry nuances | |
| 12/17/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New SECURE Act 2.0 and Updates (Webinar) (25WX-4657)25WX-4657 | *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 | |
| 1/10/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CPAxPACK Bundle: Unlocking AI Potential for Business Innovation (Webinar) (25WX-4532)25WX-4532 | *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. | |
| 1/2/2026 | 8 a.m. - 4 p.m. | Online | 10 CPE (6 tech, 4 non-tech) | |
| Enterprise-Wide Risk Management in Accounting and Finance (Webinar) (25WX-5263)25WX-5263 | *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 | |
| 2/13/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| CFO Solutions to IRS Problems (Webinar) (25WX-4230)25WX-4230 | *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 | |
| 12/12/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| ChatGPT and Complex Financial and HR Conversations (Webinar) (25WX-4787)25WX-4787 | *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 | |
| 1/19/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Revision to Government Auditing Standards Impact (Webinar) (25WX-5049)25WX-5049 | *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 | |
| 2/2/2026 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Forensic Accounting: When The Office is a Crime Scene (Webinar) (25WX-4575)25WX-4575 | *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 | |
| 1/6/2026 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Basic Individual Taxation Course (Webinar) (25WX-4264)25WX-4264 | *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 | |
| 12/16/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ChatGPT: What Every CPA Should Know (Webinar) (25WX-4959)25WX-4959 | *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 | |
| 1/28/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Build a Data Model for Analysis in Power BI (Webinar) (25WX-5578)25WX-5578 | *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 | |
| 3/3/2026 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 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) | |
| Building Security and Efficiency With Internal Control (Webinar) (25WX-4514)25WX-4514 | *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 | |
| 1/2/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Finding Errors in Excel Spreadsheets (Webinar) (25WX-4796)25WX-4796 | *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 | |
| 1/19/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Technology Trends Update for CPAs With John Higgins (Webinar) (25WX-5427)25WX-5427 | *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 | |
| 2/23/2026 | 11:30 a.m. - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Self-Rental Real Estate: Passive Activity and Section 199A (Webinar) (25WX-5260)25WX-5260 | *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 | |
| 2/13/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Forensic Accounting: Court Approved Methods of Proof (Webinar) (25WX-4275)25WX-4275 | *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 | |
| 12/16/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Common Financial Statement Disclosures (Webinar) (25WX-5359)25WX-5359 | *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 | |
| 2/19/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Al Capone to Cybercrime: The Journey of IRS Special Agents (Webinar) (25WX-4621)25WX-4621 | *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 | |
| 1/8/2026 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethics and Technology for CPAs (Webinar) (25WX-4199)25WX-4199 | *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 | |
| 12/11/2025 | 11 a.m. - 1 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-5477)25WX-5477 | *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 | |
| 2/25/2026 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Mastering Partnership Basis: Inside and Outside Basis (Webinar) (25WX-5625)25WX-5625 | *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 | |
| 3/6/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Behind the Curtain: Exploring IRS Audit Technique Guides (Webinar) (25WX-4864)25WX-4864 | *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 | |
| 1/22/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ChatGPT for Accountants: 50+ Use Cases (Webinar) (25WX-4326)25WX-4326 | *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 | |
| 12/18/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Securing Your Data with a Password Management App (Webinar) (25WX-4837)25WX-4837 | *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 | |
| 1/21/2026 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Best Non-Google Search Tools for Accountants (Webinar) (25WX-4639)25WX-4639 | *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 | |
| 1/9/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Navigating IRS Correspondence: Responding to IRS Letters (Webinar) (25WX-5532)25WX-5532 | *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 | |
| 3/2/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Walter Haig's SSARS Prep, Comp and Review Update (Webinar) (25WX-4664)25WX-4664 | *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 | |
| 1/12/2026 | 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-5035)25WX-5035 | *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 | |
| 2/2/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Common Financial Statement Disclosures (Webinar) (25WX-4881)25WX-4881 | *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 | |
| 1/23/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Servant Leadership 101 (Webinar) (25WX-5418)25WX-5418 | *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 | |
| 2/23/2026 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Cryptocurrency 15 Years Later: A Market Update (Webinar) (25WX-4933)25WX-4933 | *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 | |
| 1/27/2026 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Ethics: What a CPA in Business and Industry Needs to Know (Webinar) (25WX-4724)25WX-4724 | *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 | |
| 1/14/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Ethical Performance Management (Webinar) (25WX-4120)25WX-4120 | *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 | |
| 12/6/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Build a Data Model for Analysis in Power BI (Webinar) (25WX-4534)25WX-4534 | *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 | |
| 1/2/2026 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Building Security and Efficiency With Internal Control (Webinar) (25WX-5185)25WX-5185 | *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 | |
| 2/10/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Forensic Accounting: Finding Hidden Treasure in Tax Returns (Webinar) (25WX-4775)25WX-4775 | *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 | |
| 1/16/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Power BI: Bringing it All Together for Data Analysis (Webinar) (25WX-4365)25WX-4365 | *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 | |
| 12/22/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Advanced Excel for Staff: Build Reports and Analyze Data (Webinar) (25WX-5108)25WX-5108 | *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 | |
| 2/5/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New A Working Parent's Guide to Prioritizing Mental Wellness (Webinar) (25WX-4267)25WX-4267 | *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 | |
| 12/16/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Written Information Security Plans (Webinar) (25WX-5614)25WX-5614 | *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 | |
| 3/5/2026 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Fraud Busters: Controls to Prevent and Detect Fraud (Webinar) (25WX-4468)25WX-4468 | *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 | |
| 12/30/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: IRS Behavioral Insights for Accountants (Webinar) (25WX-4695)25WX-4695 | *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 | |
| 1/13/2026 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Accounting & Auditing Update for Small Businesses (Webinar) (25WX-4229)25WX-4229 | *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 | |
| 12/12/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Internal Control: Testing for Operating Effectiveness (Webinar) (25WX-4554)25WX-4554 | *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 | |
| 1/5/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Internal Control Changes for Remote Workers (Webinar) (25WX-4082)25WX-4082 | *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 | |
| 12/4/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Microsoft Outlook "Must Know" Email Tips (Webinar) (25WX-4889)25WX-4889 | *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 | |
| 1/23/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| How Much Are Your Ethics Worth? (Webinar) (25WX-5085)25WX-5085 | *Understanding ethics*Available tools to aid in ethical decision making*The role of bias in making ethical decisions*Application through case studies | |
| 2/4/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Improve Spreadsheets by Building Controls in Excel (Webinar) (25WX-4830)25WX-4830 | *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 | |
| 1/21/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Forensic Accounting: Crafting Expert Reports (Webinar) (25WX-4986)25WX-4986 | *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 | |
| 1/29/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| New Behind the Curtain: Exploring IRS Audit Technique Guides (Webinar) (25WX-4277)25WX-4277 | *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 | |
| 12/16/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethical Performance Management (Webinar) (25WX-5150)25WX-5150 | *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 | |
| 2/9/2026 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Microsoft 365: Save More Time, Make More Money (Webinar) (25WX-4557)25WX-4557 | *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 | |
| 1/5/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Retirement Planning: Next Stage for You or Your Client (Webinar) (25WX-5559)25WX-5559 | *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 | |
| 3/3/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Clean, Transform and Load Data in Power BI (Webinar) (25WX-4751)25WX-4751 | *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 | |
| 1/15/2026 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Forensic Accounting: When The Office is a Crime Scene (Webinar) (25WX-4503)25WX-4503 | *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 | |
| 12/31/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Individual Tax Update: Recent Developments (Webinar) (25WX-5401)25WX-5401 | *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 | |
| 2/20/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Supporting Mental Wellness to Thrive in Work and Life (Webinar) (25WX-4952)25WX-4952 | *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 | |
| 1/28/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Partnership/LLC Taxation: Tax Basis Capital Accounts (Webinar) (25WX-4810)25WX-4810 | *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 | |
| 1/20/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Mastering the Excel Lookup Functions (Webinar) (25WX-5039)25WX-5039 | *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 | |
| 2/2/2026 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Guide Strategy, Attract Investments with Financial Forecasts (Webinar) (25WX-4086)25WX-4086 | *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 | |
| 12/4/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Monthly Federal Tax Updates: February 2026 (Webinar) (25WX-5405)25WX-5405 | *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 | |
| 2/23/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Comprehensive Accounting and Financial Reporting Update (Webinar) (25WX-4340)25WX-4340 | *CECL for nonfinancial institutions*Accounting for Paycheck Protection Program loans*Accounting for web-hosting services*Revenue recognition*Leases*FASB projects in progress | |
| 12/19/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Exercise Your Ethics: Techniques to Improve Ethical Response (Webinar) (25WX-4784)25WX-4784 | *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 | |
| 1/19/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Best Practices: Conducting Meaningful Walkthroughs (Webinar) (25WX-4894)25WX-4894 | *Review of audit procedures*Documentation requirements*Real world examples of red flags that may arise | |
| 1/23/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Money Laundering Awareness for Accountants (Webinar) (25WX-5236)25WX-5236 | *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 | |
| 2/12/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Everyday Ethics at Work: Don't be the Next News Story! (Webinar) (25WX-5341)25WX-5341 | *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 | |
| 2/18/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Forensic Accounting: Investigating Divorce Cases (Webinar) (25WX-5369)25WX-5369 | *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 | |
| 2/19/2026 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| CFO Solutions to IRS Problems (Webinar) (25WX-5301)25WX-5301 | *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 | |
| 2/16/2026 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Fraud Case Studies: 21st Century Professional Misbehavior (Webinar) (25WX-4092)25WX-4092 | *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 | |
| 12/4/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
| Tax Season Update for Business with Steve Dilley (Webinar) (25WX-5676)25WX-5676 | *2024/25 legislative developments, cases and rulings impacting various business entity taxpayers*Detailed discussion of the partnership and S corporation Schedule K-1 changes*Business income, deductions and creditsTravel expense reporting*Section 199A update and business losses*Depreciation update: Section 179 and 168(k)*S Corporation and partnership update | |
| 3/10/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Hot Topics Audit and Attest Update (Webinar) (25WX-4832)25WX-4832 | *Recent quality improvements to the SASs and SSARs*Other matters that should be on your radar | |
| 1/21/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ChatGPT: What Every CPA Should Know (Webinar) (25WX-5440)25WX-5440 | *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 | |
| 2/24/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Tax Season Update for Business with Steve Dilley (Webinar) (25WX-4328)25WX-4328 | *2024/25 legislative developments, cases and rulings impacting various business entity taxpayers*Detailed discussion of the partnership and S corporation Schedule K-1 changes*Business income, deductions and creditsTravel expense reporting*Section 199A update and business losses*Depreciation update: Section 179 and 168(k)*S Corporation and partnership update | |
| 12/18/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Governmental GAAP Update: Navigating GASB Standards (Webinar) (25WX-4368)25WX-4368 | *New GASB standards: GASB 100, Accounting Changes and Error Corrections*GASB 101, Compensated Absences*Practical case studies | |
| 12/22/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Accounting for the Gig Economy (Webinar) (25WX-4319)25WX-4319 | *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 | |
| 12/18/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Ethics: How to Run Your Business Well (Webinar) (25WX-5407)25WX-5407 | *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" | |
| 2/23/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Yellow Book Update (Webinar) (25WX-5609)25WX-5609 | *Yellow Book engagements*Independence requirements in GAGAS*Quality management in Yellow Book*Common deficiencies found in Yellow Book engagements | |
| 3/5/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Controls to Secure the Growing Digital Footprint (Webinar) (25WX-5241)25WX-5241 | *Securing individual documents*Protecting information resident in the Cloud*Securing data stored on or accessed by mobile devices | |
| 2/12/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Fraud Case Studies: 21st Century Professional Misbehavior (Webinar) (25WX-4582)25WX-4582 | *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 | |
| 1/6/2026 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
| Financial and Tax Accounting for S Corporations and Partnerships (Webinar) (25WX-4213)25WX-4213 | *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 | |
| 12/12/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Walter Haig's Business Financial Health Checkup (Webinar) (25WX-4990)25WX-4990 | *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 | |
| 1/29/2026 | 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-4942)25WX-4942 | *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 | |
| 1/27/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Yellow Book Update (Webinar) (25WX-4613)25WX-4613 | *Yellow Book engagements*Independence requirements in GAGAS*Quality management in Yellow Book*Common deficiencies found in Yellow Book engagements | |
| 1/8/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 1040 Tax Prep Automation with AI Tools (Webinar) (25WX-5126)25WX-5126 | *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 | |
| 2/6/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Coping With the Growth of Online Fraud (Webinar) (25WX-4803)25WX-4803 | *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 | |
| 1/19/2026 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Seeing Beyond the Numbers: Analysis for CFOs and Controllers (Webinar) (25WX-4963)25WX-4963 | *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 | |
| 1/28/2026 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Monthly Federal Tax Updates: December 2025 (Webinar) (25WX-4439)25WX-4439 | *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 | |
| 12/29/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Forensic Accounting: Court Approved Methods of Proof (Webinar) (25WX-4678)25WX-4678 | *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 | |
| 1/12/2026 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Understanding Internal Control Constructs (Webinar) (25WX-4482)25WX-4482 | *Underlying concepts of internal control*The importance of control measure interdependency | |
| 12/30/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Exploring Internal Controls That Could Have Prevented Frauds (Webinar) (25WX-5104)25WX-5104 | *Examination of actual frauds*Discussion of internal controls that could have prevented the frauds*Contemplation of epiphanies for your own professional scenarios | |
| 2/5/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Yellow Book Update (Webinar) (25WX-4214)25WX-4214 | *Yellow Book engagements*Independence requirements in GAGAS*Quality management in Yellow Book*Common deficiencies found in Yellow Book engagements | |
| 12/12/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| S Corporations: Calculating Shareholder Basis (Webinar) (25WX-4344)25WX-4344 | *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 | |
| 12/19/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Current Not-for-Profit Fraud Trends (Webinar) (25WX-4204)25WX-4204 | *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! | |
| 12/11/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New 1040 Tax Prep Automation with AI Tools (Webinar) (25WX-4637)25WX-4637 | *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 | |
| 1/9/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Bumper Sticker Ethics v. Professional Ethics (Webinar) (25WX-5368)25WX-5368 | *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 | |
| 2/19/2026 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Ethics of AI: A CPA's Guide (Webinar) (25WX-5400)25WX-5400 | *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 | |
| 2/20/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| An Exhaustive Look At Fraud and Ways To Control It (Webinar) (25WX-4597)25WX-4597 | *Fraudulent acts initiated from outside organizations*Why internal fraud occurs*The importance of fighting cyber-fraud*Steps that verify anti-fraud activities are working | |
| 1/7/2026 | 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-4705)25WX-4705 | *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 | |
| 1/13/2026 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Enterprise-Wide Risk Management in Accounting and Finance (Webinar) (25WX-4728)25WX-4728 | *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 | |
| 1/14/2026 | 10:30 a.m. - 2:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Financial Decisions that Led Two Businessmen to Prison (Webinar) (25WX-4398)25WX-4398 | *Career choices*Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 12/23/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Business Partnerships: Managing Supplier Relationships (Webinar) (25WX-5593)25WX-5593 | *Overview of supplier contracts*Case studies of successful and not-so-successful supplier relationships*Risk potentials | |
| 3/4/2026 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Erase the Mark: Best Practices in Penalty Abatement (Webinar) (25WX-5660)25WX-5660 | *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 | |
| 3/9/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CPAxPACK Bundle: AI-Powered Accounting (Webinar) (25WX-5043)25WX-5043 | *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. | |
| 2/2/2026 | 8 a.m. - 4 p.m. | Online | 12 CPE (10 tech, 2 non-tech) | |
| New Selected Ethics Topics 2025 (Webinar) (25WX-5661)25WX-5661 | *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 | |
| 3/9/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New The Ethics of Teamwork (Webinar) (25WX-4638)25WX-4638 | *Virtue ethics*Team dynamics*Characteristics of highly effective teams*Meeting management*Team communication*Decision making | |
| 1/9/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Tax Season Update for Individuals with Steve Dilley (Webinar) (25WX-4162)25WX-4162 | *2024/25 legislative developments, cases and rulings impacting individual taxpayers*Changes to Form 1040 and other related forms, worksheets and schedules*Individual income items, itemized deductions and credits*Updated tax rate schedule and other inflation adjusted items*Implications for self-employed taxpayers of various legislation*Section 199A changes, including use of carryforward passive activity and 199A losses*Capital gains and losses*Passive activity and hobby loss rules changes | |
| 12/9/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Analyzing Financial Statements (Webinar) (25WX-5459)25WX-5459 | *Balance sheet analysis*Income statement analysis*Cash flow statement analysis*Clues in the notes and MD&A*Industry nuances | |
| 2/25/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Hot Topics Audit and Attest Update (Webinar) (25WX-5566)25WX-5566 | *Recent quality improvements to the SASs and SSARs*Other matters that should be on your radar | |
| 3/3/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Current Not-for-Profit Fraud Trends (Webinar) (25WX-5619)25WX-5619 | *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! | |
| 3/5/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Ethics of Recruitment and Selection (Webinar) (25WX-4447)25WX-4447 | *Discussion of ethical and effective recruiting strategies*Selection processes that foster diversity and inclusion*How to increase talent pools to ensure hiring success | |
| 12/29/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| An Ethical Approach to Mental Health Issues at Work (Webinar) (25WX-5512)25WX-5512 | *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 | |
| 2/27/2026 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Get started with Power BI (Webinar) (25WX-5346)25WX-5346 | *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 | |
| 2/18/2026 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Securing Your Data with a Password Management App (Webinar) (25WX-5027)25WX-5027 | *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 | |
| 2/2/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Invest in Your Mental Health and Avoid Burnout (Webinar) (25WX-5372)25WX-5372 | *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 | |
| 2/19/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Securing Your Data with a Password Management App (Webinar) (25WX-5612)25WX-5612 | *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 | |
| 3/5/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Defining Where and Why Internal Controls are Needed (Webinar) (25WX-5238)25WX-5238 | *Control design basics*Areas or segments of an enterprise to control*Controls to reduce risk*Controls to drive operations | |
| 2/12/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The CFO Who Went to Prison (Webinar) (25WX-5429)25WX-5429 | *The importance of valuesIdentifying success*Ethical dilemmas*Mitigation strategies*Creating tools to help make better decisions*Personal accountability strategies | |
| 2/24/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Business Tax Update: Recent Developments (Webinar) (25WX-4945)25WX-4945 | *2024/25 legislation impacting business taxpayers*Extenders legislation update*Meals and entertainment expense reporting*Partnership and S corporation updateIncome and deductions | |
| 1/27/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Written Information Security Plans (Webinar) (25WX-4659)25WX-4659 | *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 | |
| 1/10/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| How Fraud Can Affect Smaller Organizations (Webinar) (25WX-4922)25WX-4922 | *The reasons for fraud*Fraudulent acts that are initiated against smaller organizations*Methods to stop fraud attempts against small businesses | |
| 1/26/2026 | 10:30 a.m. - 2:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Financial Decisions that Led Two Businessmen to Prison (Webinar) (25WX-4238)25WX-4238 | *Career choices*Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 12/13/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New AI Prompt Engineering Masterclass for Accountants (Webinar) (25WX-5677)25WX-5677 | *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 | |
| 3/10/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Noble Leadership: An Ethical Approach (Webinar) (25WX-5412)25WX-5412 | *Leadership Definition*Virtue Ethics*Relationship of Virtue Ethics to Leadership*Characteristics of the Noble Leader*Actions to create a culture of respect and dignity | |
| 2/23/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New How to Audit Cash (Webinar) (25WX-4245)25WX-4245 | *Auditing cash*Audit assertions, risks, and threats to the cash balance*Auditing procedures to perform | |
| 12/15/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accounting of the Soul: Making the World a Better Place (Webinar) (25WX-4362)25WX-4362 | *Overview of Virtue Ethics and the Common Good*Professionalism*The Virtue of Compassion*Gossip in the Workplace*Gratitude | |
| 12/22/2025 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Role of Internal Control in the Risk-Based Audit (Webinar) (25WX-5524)25WX-5524 | *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 | |
| 2/27/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Financial Decisions that Led Two Businessmen to Prison (Webinar) (25WX-5295)25WX-5295 | *Career choices*Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 2/16/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| PPP Fraud and Financial Professionals (Webinar) (25WX-4757)25WX-4757 | *Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 1/16/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 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) | |
| New A Working Parent's Guide to Prioritizing Mental Wellness (Webinar) (25WX-4880)25WX-4880 | *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 | |
| 1/23/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Complete Guide to Analyze Data with Excel PivotTables (Webinar) (25WX-4211)25WX-4211 | *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 | |
| 12/12/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Ethics Based Leadership for Women (Webinar) (25WX-5373)25WX-5373 | *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 | |
| 2/19/2026 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New CPA to CFO (Webinar) (25WX-5243)25WX-5243 | *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 | |
| 2/13/2026 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Leveraging ChatGPT for Innovative Business Advisory Services (Webinar) (25WX-5026)25WX-5026 | *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 | |
| 2/2/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Income Tax Analysis: Exploring In-Depth Concepts (Webinar) (25WX-4553)25WX-4553 | *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 | |
| 1/5/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Become a Data Analysis Expert (Webinar) (25WX-5673)25WX-5673 | *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 | |
| 3/10/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Partnership Tax Updates (Webinar) (25WX-4734)25WX-4734 | *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 | |
| 1/15/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Accounting for the Gig Economy (Webinar) (25WX-5253)25WX-5253 | *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 | |
| 2/13/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Synchronize Your Files to the Cloud With SharePoint (Webinar) (25WX-4497)25WX-4497 | *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 | |
| 12/31/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Understanding the New Forms K-2 and K-3 (Webinar) (25WX-4565)25WX-4565 | *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 | |
| 1/6/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Leadershift: Drive Results Through Ethical Performance Management (Webinar) (25WX-5421)25WX-5421 | *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 | |
| 2/23/2026 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| Reasonable Compensation for S Corps (Webinar) (25WX-5256)25WX-5256 | *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 | |
| 2/13/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Complete Guide to Analyze Data with Excel PivotTables (Webinar) (25WX-4350)25WX-4350 | *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 | |
| 12/19/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New S Corporations: Comprehensive Walkthrough of Form 1120S (Webinar) (25WX-4934)25WX-4934 | *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 | |
| 1/27/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Mastering Partnership Basis: Inside and Outside Basis (Webinar) (25WX-4608)25WX-4608 | *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 | |
| 1/8/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Disrupt to Dominate: Mastering Change Leadership (Webinar) (25WX-4437)25WX-4437 | *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 | |
| 12/27/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Todd and Julie Chrisley Go to Prison (Webinar) (25WX-4428)25WX-4428 | *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 | |
| 12/27/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Servant Leadership 101 (Webinar) (25WX-4250)25WX-4250 | *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 | |
| 12/15/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Advanced Excel for Staff: Build Reports and Analyze Data (Webinar) (25WX-4632)25WX-4632 | *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 | |
| 1/9/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethics and Technology for CPAs (Webinar) (25WX-4081)25WX-4081 | *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 | |
| 12/4/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Governmental GAAP Update: Navigating GASB Standards (Webinar) (25WX-5023)25WX-5023 | *New GASB standards: GASB 100, Accounting Changes and Error Corrections*GASB 101, Compensated Absences*Practical case studies | |
| 2/2/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New ChatGPT Vision for Financial Analysis (Webinar) (25WX-4052)25WX-4052 | *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 | |
| 12/3/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 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) | |
| New Fraud Case Studies: 21st Century Professional Misbehavior (Webinar) (25WX-4888)25WX-4888 | *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 | |
| 1/23/2026 | 9:30 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
| Ethics: What a CPA in Business and Industry Needs to Know (Webinar) (25WX-4198)25WX-4198 | *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 | |
| 12/11/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| How Fraud Can Affect Smaller Organizations (Webinar) (25WX-5112)25WX-5112 | *The reasons for fraud*Fraudulent acts that are initiated against smaller organizations*Methods to stop fraud attempts against small businesses | |
| 2/5/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Comprehensive Accounting and Financial Reporting Update (Webinar) (25WX-5533)25WX-5533 | *CECL for nonfinancial institutions*Accounting for Paycheck Protection Program loans*Accounting for web-hosting services*Revenue recognition*Leases*FASB projects in progress | |
| 3/2/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Tax Season Update for Business with Steve Dilley (Webinar) (25WX-4078)25WX-4078 | *2024/25 legislative developments, cases and rulings impacting various business entity taxpayers*Detailed discussion of the partnership and S corporation Schedule K-1 changes*Business income, deductions and creditsTravel expense reporting*Section 199A update and business losses*Depreciation update: Section 179 and 168(k)*S Corporation and partnership update | |
| 12/4/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Servant Leadership 101 (Webinar) (25WX-4912)25WX-4912 | *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 | |
| 1/26/2026 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New ChatGPT Vision for Financial Analysis (Webinar) (25WX-5527)25WX-5527 | *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 | |
| 3/2/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Not-for-Profit GAAP Update (Webinar) (25WX-4739)25WX-4739 | *Accounting Standard Updates issued by the FASB*Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on | |
| 1/15/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Leadershift: Drive Results Through Ethical Performance Management (Webinar) (25WX-4914)25WX-4914 | *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 | |
| 1/26/2026 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| New How to Build a Custom AI Chatbot and GPT in Plain English (Webinar) (25WX-5261)25WX-5261 | *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 | |
| 2/13/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Beyond the Numbers: Success Strategies for Female CPAs (Webinar) (25WX-4083)25WX-4083 | *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 | |
| 12/4/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Advanced Excel for Staff: Build Reports and Analyze Data (Webinar) (25WX-5607)25WX-5607 | *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 | |
| 3/5/2026 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Long-Term Care Insurance: Make the Switch (Webinar) (25WX-4593)25WX-4593 | *The need to fund for long-term care in America*Client's attitudes and misconceptions*Innovative long-term care solutions and funding | |
| 1/7/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| ChatGPT for Accountants: 50+ Use Cases (Webinar) (25WX-5547)25WX-5547 | *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 | |
| 3/2/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Disrupt to Dominate: Mastering Change Leadership (Webinar) (25WX-4862)25WX-4862 | *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 | |
| 1/22/2026 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Become a Data Analysis Expert (Webinar) (25WX-5220)25WX-5220 | *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 | |
| 2/12/2026 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Mastering Partnership Basis: Inside and Outside Basis (Webinar) (25WX-4174)25WX-4174 | *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 | |
| 12/10/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Mastering IRS Form 7217: Partnership Property Distributions (Webinar) (25WX-5174)25WX-5174 | *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 | |
| 2/10/2026 | 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-5044)25WX-5044 | *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. | |
| 2/2/2026 | 8 a.m. - 4 p.m. | Online | 12 CPE (12 tech, 0 non-tech) | |
| Ethical Considerations in Working with Cannabis (Webinar) (25WX-5581)25WX-5581 | *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 | |
| 3/4/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Todd and Julie Chrisley Go to Prison (Webinar) (25WX-5606)25WX-5606 | *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 | |
| 3/5/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Forensic Accounting: Finding Hidden Treasure in Tax Returns (Webinar) (25WX-4558)25WX-4558 | *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 | |
| 1/5/2026 | 11:30 a.m. - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Professional Ethical Considerations for CPAs (Webinar) (25WX-4569)25WX-4569 | *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 | |
| 1/6/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| How Much Are Your Ethics Worth? (Webinar) (25WX-4194)25WX-4194 | *Understanding ethics*Available tools to aid in ethical decision making*The role of bias in making ethical decisions*Application through case studies | |
| 12/11/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Not-for-Profit GAAP Update (Webinar) (25WX-5224)25WX-5224 | *Accounting Standard Updates issued by the FASB*Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on | |
| 2/12/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: How to Give and Receive Criticism the Right Way (Webinar) (25WX-4670)25WX-4670 | *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 | |
| 1/12/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Ethics and Technology for CPAs (Webinar) (25WX-5291)25WX-5291 | *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 | |
| 2/16/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| The Art of Engaging in Difficult Conversations (Webinar) (25WX-4817)25WX-4817 | *Awareness of your mindset entering the conversation*Tactics to build a pool of meaning*Clarity around story telling*Biggest mistakes to avoid | |
| 1/20/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Operations Level Internal Control (Webinar) (25WX-5157)25WX-5157 | *An overview of controls that drive procedures*Considerations for procedural control development*Understanding and controlling risk that arises when organizations change | |
| 2/9/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Forensic Accounting: Investigating Divorce Cases (Webinar) (25WX-4377)25WX-4377 | *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 | |
| 12/22/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Risk Assessment Under SAS No. 145: The Key to Audit Quality? (Webinar) (25WX-4106)25WX-4106 | *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 | |
| 12/5/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Coping With the Growth of Online Fraud (Webinar) (25WX-5572)25WX-5572 | *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 | |
| 3/3/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Walter Haig's Business Financial Health Checkup (Webinar) (25WX-5492)25WX-5492 | *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 | |
| 2/26/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| A Culture of Regulatory Ethics: A Competitive Advantage (Webinar) (25WX-5302)25WX-5302 | *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 | |
| 2/16/2026 | 12:30 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| New ChatGPT Vision: How Accountants Can Chat with Imagery (Webinar) (25WX-4316)25WX-4316 | *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 | |
| 12/18/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Walter Haig's SSARS Prep, Comp and Review Update (Webinar) (25WX-4330)25WX-4330 | *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 | |
| 12/19/2025 | 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-5686)25WX-5686 | *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 | |
| 3/10/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethics of Self-Esteem For Women (Webinar) (25WX-5621)25WX-5621 | *Self-Esteem: What is it?*Belief systems*Benefits of high delf rsteem*Minimizing traps of low self esteem*Components of high self esteem | |
| 3/5/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Managing Current Fraud Trends in a Shifting Environment (Webinar) (25WX-5334)25WX-5334 | *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 | |
| 2/18/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Basic Individual Taxation Course (Webinar) (25WX-5428)25WX-5428 | *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 | |
| 2/24/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Mastering Partnership Basis: Inside and Outside Basis (Webinar) (25WX-5281)25WX-5281 | *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 | |
| 2/16/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Money Laundering Awareness for Accountants (Webinar) (25WX-4967)25WX-4967 | *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 | |
| 1/28/2026 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New CFO and Controller Critical Skills: Budgeting and Forecasting (Webinar) (25WX-5447)25WX-5447 | *Overview of budgeting tools*Overview of difference between budgeting and forecasting*Examples of various budgeting and forecasting techniques | |
| 2/24/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Walter Haig's Personal Financial Health Checkup (Webinar) (25WX-4650)25WX-4650 | *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 | |
| 1/9/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The 10 Must Know Excel Features (Webinar) (25WX-4501)25WX-4501 | *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 | |
| 12/31/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Microsoft Teams: Everything You Need to Know From A to Z (Webinar) (25WX-5598)25WX-5598 | *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 | |
| 3/4/2026 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| S Corporations: Calculating Shareholder Basis (Webinar) (25WX-4478)25WX-4478 | *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 | |
| 12/30/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Supporting Mental Wellness to Thrive in Work and Life (Webinar) (25WX-5481)25WX-5481 | *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 | |
| 2/26/2026 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New How Recent Auditing Standards Improve Risk-Based Audits (Webinar) (25WX-4970)25WX-4970 | *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 | |
| 1/28/2026 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Complete Guide to Analyze Data with Excel PivotTables (Webinar) (25WX-5649)25WX-5649 | *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 | |
| 3/9/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Ethics: How to Run Your Business Well (Webinar) (25WX-4467)25WX-4467 | *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" | |
| 12/30/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Avoiding the Most Misapplied Audit Concepts (Webinar) (25WX-4991)25WX-4991 | *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 | |
| 1/29/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New How Recent Auditing Standards Improve Risk-Based Audits (Webinar) (25WX-4502)25WX-4502 | *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 | |
| 12/31/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Coaching the Next Generation of CPAs (Webinar) (25WX-5297)25WX-5297 | *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 | |
| 2/16/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Forensic Accounting: Crafting Expert Reports (Webinar) (25WX-4251)25WX-4251 | *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 | |
| 12/15/2025 | 10:30 a.m. - 2:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| How Much Are Your Ethics Worth? (Webinar) (25WX-4834)25WX-4834 | *Understanding ethics*Available tools to aid in ethical decision making*The role of bias in making ethical decisions*Application through case studies | |
| 1/21/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Improve Spreadsheets by Building Controls in Excel (Webinar) (25WX-5119)25WX-5119 | *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 | |
| 2/6/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Entertainment, Meals and Travel Expenses: Review and Update (Webinar) (25WX-4173)25WX-4173 | *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 | |
| 12/10/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ChatGPT: What Every CPA Should Know (Webinar) (25WX-5272)25WX-5272 | *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 | |
| 2/14/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Yellow Book Ethics (Webinar) (25WX-4054)25WX-4054 | *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 | |
| 12/3/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Beyond the Numbers: Success Strategies for Female CPAs (Webinar) (25WX-5469)25WX-5469 | *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 | |
| 2/25/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Behind the Curtain: Exploring IRS Audit Technique Guides (Webinar) (25WX-5344)25WX-5344 | *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 | |
| 2/18/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Coaching the Next Generation of CPAs (Webinar) (25WX-4185)25WX-4185 | *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 | |
| 12/10/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Recruit. Retain. Engage. Mastering LinkedIn for HR Success (Webinar) (25WX-4964)25WX-4964 | *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 | |
| 1/28/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Erase the Mark: Best Practices in Penalty Abatement (Webinar) (25WX-4961)25WX-4961 | *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 | |
| 1/28/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Microsoft Teams: Everything You Need to Know From A to Z (Webinar) (25WX-5476)25WX-5476 | *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 | |
| 2/25/2026 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Self-Rental Real Estate: Passive Activity and Section 199A (Webinar) (25WX-5471)25WX-5471 | *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 | |
| 2/25/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Yellow Book Ethics (Webinar) (25WX-5381)25WX-5381 | *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 | |
| 2/20/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Ethical Intelligence for Artificial Intelligence (Webinar) (25WX-4580)25WX-4580 | *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 | |
| 1/6/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Adobe Acrobat Tips for Working with PDF Files (Webinar) (25WX-4495)25WX-4495 | *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 | |
| 12/31/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Retirement Planning: Next Stage for You or Your Client (Webinar) (25WX-5329)25WX-5329 | *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 | |
| 2/18/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Steps to Stop External Fraud (Webinar) (25WX-5342)25WX-5342 | *Types of external fraud*Considerations as organizations work to reduce fraud risk*External fraud and known parties/External fraud unknown perpetrators | |
| 2/18/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 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) | |
| Microsoft 365 Application Lightning Round Review (Webinar) (25WX-4722)25WX-4722 | *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 | |
| 1/14/2026 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Taking Advantage of Array Formulas in Excel (Webinar) (25WX-5397)25WX-5397 | *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 | |
| 2/20/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Money Laundering Awareness for Accountants (Webinar) (25WX-5472)25WX-5472 | *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 | |
| 2/25/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New SECURE Act 2.0 and Updates (Webinar) (25WX-4352)25WX-4352 | *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 | |
| 12/20/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Microsoft 365: Save More Time, Make More Money (Webinar) (25WX-5138)25WX-5138 | *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 | |
| 2/6/2026 | 12:30 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Forensic Accounting: Finding Hidden Treasure in Tax Returns (Webinar) (25WX-4124)25WX-4124 | *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 | |
| 12/6/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Advanced ChatGPT for Accountants (Webinar) (25WX-4905)25WX-4905 | *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 | |
| 1/26/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Donating Cryptocurrency and Avoiding Traps for the Unwary (Webinar) (25WX-4232)25WX-4232 | *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 | |
| 12/13/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Navigating IRS Collections: The Collection Process (Webinar) (25WX-5009)25WX-5009 | *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 | |
| 1/30/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Leadership Skills of Tomorrow: Delegate and Listen (Webinar) (25WX-4725)25WX-4725 | *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 | |
| 1/14/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Technology Trends Update for CPAs With John Higgins (Webinar) (25WX-5337)25WX-5337 | *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 | |
| 2/18/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Accountants and Malpractice: Can We Get Sued for This? (Webinar) (25WX-4147)25WX-4147 | *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 | |
| 12/9/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Business Partnerships: Managing Supplier Relationships (Webinar) (25WX-4436)25WX-4436 | *Overview of supplier contracts*Case studies of successful and not-so-successful supplier relationships*Risk potentials | |
| 12/27/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Love it or Leave it: Engagement and Retention at Work (Webinar) (25WX-4524)25WX-4524 | *Ethical values and engagement and retention*Enhancing employee engagement*Strategic/intentional actions to enhance retention*Generation X | |
| 1/2/2026 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 1 Ethics |
| Keeping Up With the FASB (Webinar) (25WX-4408)25WX-4408 | *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 | |
| 12/26/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Implementing an AI-Enabled Marketing Strategy for Your Firm (Webinar) (25WX-4680)25WX-4680 | *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 | |
| 1/12/2026 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Becoming Conflict Competent (Webinar) (25WX-4167)25WX-4167 | *Levels of conflict*Strategies to de-escalate conflict*Distinction between miscommunication and conflict*Responses to conflict*Tactics to address, rather than avoid, conflict | |
| 12/10/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Hot Topics Audit and Attest Update (Webinar) (25WX-4412)25WX-4412 | *Recent quality improvements to the SASs and SSARs*Other matters that should be on your radar | |
| 12/26/2025 | 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-4871)25WX-4871 | *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 | |
| 1/22/2026 | 12:30 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Guide Strategy, Attract Investments with Financial Forecasts (Webinar) (25WX-5275)25WX-5275 | *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 | |
| 2/14/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Operations Level Internal Control (Webinar) (25WX-5352)25WX-5352 | *An overview of controls that drive procedures*Considerations for procedural control development*Understanding and controlling risk that arises when organizations change | |
| 2/18/2026 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Bookkeeper Goes to Prison (Webinar) (25WX-5245)25WX-5245 | *Career choices*Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 2/13/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Integrity, Objectivity and Judgment: Values in Action (Webinar) (25WX-4063)25WX-4063 | *AICPA Code of Conduct: Integrity and Objectivity*Case Study: Mortgage crisis of 2007-2010*Case Study: World Com | |
| 12/3/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Coping With the Growth of Online Fraud (Webinar) (25WX-4157)25WX-4157 | *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 | |
| 12/9/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| How AI is Automating Internal Control (Webinar) (25WX-4231)25WX-4231 | *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 | |
| 12/13/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Determining Reasonable Compensation for Owner Employees (Webinar) (25WX-4456)25WX-4456 | *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 | |
| 12/29/2025 | 11 a.m. - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Controls to Secure the Growing Digital Footprint (Webinar) (25WX-4747)25WX-4747 | *Securing individual documents*Protecting information resident in the Cloud*Securing data stored on or accessed by mobile devices | |
| 1/15/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Accounting for the Gig Economy (Webinar) (25WX-5680)25WX-5680 | *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 | |
| 3/10/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AI Lessons Learned for Accountants (Webinar) (25WX-4492)25WX-4492 | *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 | |
| 12/31/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CPAxPACK Bundle: Unlocking AI Potential for Business Innovation (Webinar) (25WX-5554)25WX-5554 | *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. | |
| 3/2/2026 | 8 a.m. - 4 p.m. | Online | 10 CPE (6 tech, 4 non-tech) | |
| New Managerial Accounting: Your Prescription for Better Decisions (Webinar) (25WX-4435)25WX-4435 | *Target profit and break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis*Budgeting | |
| 12/27/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Defining Where and Why Internal Controls are Needed (Webinar) (25WX-4361)25WX-4361 | *Control design basics*Areas or segments of an enterprise to control*Controls to reduce risk*Controls to drive operations | |
| 12/20/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| What if Your Client Didn't Take Reasonable Compensation (Webinar) (25WX-4891)25WX-4891 | *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 | |
| 1/23/2026 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Beyond the Numbers: Success Strategies for Female CPAs (Webinar) (25WX-4989)25WX-4989 | *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 | |
| 1/29/2026 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Exploring Internal Controls That Could Have Prevented Frauds (Webinar) (25WX-5603)25WX-5603 | *Examination of actual frauds*Discussion of internal controls that could have prevented the frauds*Contemplation of epiphanies for your own professional scenarios | |
| 3/5/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Ethical Intelligence for Artificial Intelligence (Webinar) (25WX-4164)25WX-4164 | *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 | |
| 12/9/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Tactics to Find Work-Life Balance in a Complex World (Webinar) (25WX-5068)25WX-5068 | *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 | |
| 2/3/2026 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Ethics: What a CPA in Business and Industry Needs to Know (Webinar) (25WX-5201)25WX-5201 | *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 | |
| 2/11/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Adobe Acrobat Tips for Working with PDF Files (Webinar) (25WX-4080)25WX-4080 | *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 | |
| 12/4/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Todd and Julie Chrisley Go to Prison (Webinar) (25WX-4129)25WX-4129 | *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 | |
| 12/8/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 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) | |
| Understanding Internal Control Constructs (Webinar) (25WX-5078)25WX-5078 | *Underlying concepts of internal control*The importance of control measure interdependency | |
| 2/3/2026 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Technology Trends Update for CPAs With John Higgins (Webinar) (25WX-4374)25WX-4374 | *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 | |
| 12/22/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Recruit. Retain. Engage. Mastering LinkedIn for HR Success (Webinar) (25WX-5233)25WX-5233 | *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 | |
| 2/12/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Hot Topics Accounting Update (Webinar) (25WX-5120)25WX-5120 | *New accounting standards*The impact on Financial Reporting*Hot topics in financial reporting*Current and emerging US GAAP requirements | |
| 2/6/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Navigating IRS Collections: The Collection Process (Webinar) (25WX-5200)25WX-5200 | *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 | |
| 2/11/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Integrate ChatGPT into Your Client Advisory Services (Webinar) (25WX-4423)25WX-4423 | *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 | |
| 12/26/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New What's Behind the Data? (Webinar) (25WX-5222)25WX-5222 | *Ways in which data and information can be misleading*Common pitfalls when encountering data*How to re-evaluate the data to avoid those pitfalls | |
| 2/12/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| What You Can Learn From the Statement of Cash Flows (Webinar) (25WX-5167)25WX-5167 | *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 | |
| 2/10/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Art of Engaging in Difficult Conversations (Webinar) (25WX-4139)25WX-4139 | *Awareness of your mindset entering the conversation*Tactics to build a pool of meaning*Clarity around story telling*Biggest mistakes to avoid | |
| 12/8/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New CFO Series: Ethical Decisions Made Easier -- Blurred Lines? (Webinar) (25WX-4420)25WX-4420 | *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 | |
| 12/26/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Disrupt to Dominate: Mastering Change Leadership (Webinar) (25WX-5139)25WX-5139 | *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 | |
| 2/6/2026 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Comprehensive Audit and SSARS Update (Webinar) (25WX-5316)25WX-5316 | *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 | |
| 2/17/2026 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Adobe Acrobat Tips for Working with PDF Files (Webinar) (25WX-4908)25WX-4908 | *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 | |
| 1/26/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| IRS Penalties and Abatements (Webinar) (25WX-4407)25WX-4407 | *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 | |
| 12/26/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Leadership Skills of Tomorrow: Delegate and Listen (Webinar) (25WX-4935)25WX-4935 | *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 | |
| 1/27/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| S Corporations: Calculating Shareholder Basis (Webinar) (25WX-4869)25WX-4869 | *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 | |
| 1/22/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Internal Control: Testing for Operating Effectiveness (Webinar) (25WX-5395)25WX-5395 | *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 | |
| 2/20/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Leverage PowerBI.com to Create Data Analysis for Others (Webinar) (25WX-4902)25WX-4902 | *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. | |
| 1/26/2026 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Walter Haig's SSARS Prep, Comp and Review Update (Webinar) (25WX-5670)25WX-5670 | *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 | |
| 3/10/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Leverage PowerBI.com to Create Data Analysis for Others (Webinar) (25WX-4440)25WX-4440 | *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. | |
| 12/29/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Ethics of Recruitment and Selection (Webinar) (25WX-4764)25WX-4764 | *Discussion of ethical and effective recruiting strategies*Selection processes that foster diversity and inclusion*How to increase talent pools to ensure hiring success | |
| 1/16/2026 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Installment sales: Maximize Tax Benefits and Stay Compliant (Webinar) (25WX-4539)25WX-4539 | *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 | |
| 1/5/2026 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Navigating IRS Authorizations: Form 2848 and Form 8821 (Webinar) (25WX-5315)25WX-5315 | *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 | |
| 2/17/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: Giving Thanks -- How to Master the Art of Gratitude (Webinar) (25WX-5258)25WX-5258 | *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 | |
| 2/13/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Yellow Book Update (Webinar) (25WX-5362)25WX-5362 | *Yellow Book engagements*Independence requirements in GAGAS*Quality management in Yellow Book*Common deficiencies found in Yellow Book engagements | |
| 2/19/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Ethics: How to Run Your Business Well (Webinar) (25WX-4716)25WX-4716 | *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" | |
| 1/14/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Retaining Talent in a Competitive Marketplace (Webinar) (25WX-4681)25WX-4681 | *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 | |
| 1/12/2026 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New How Recent Auditing Standards Improve Risk-Based Audits (Webinar) (25WX-4411)25WX-4411 | *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 | |
| 12/26/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Seeing Beyond the Numbers: Analysis for CFOs and Controllers (Webinar) (25WX-4499)25WX-4499 | *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 | |
| 12/31/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Compilation, Preparation and Review Basics and Peer Reviews (Webinar) (25WX-5232)25WX-5232 | *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 | |
| 2/12/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Understanding the New Forms K-2 and K-3 (Webinar) (25WX-5647)25WX-5647 | *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 | |
| 3/9/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Accounting and Disclosure Issues After a Natural Disaster (Webinar) (25WX-5484)25WX-5484 | *Current and noncurrent asset impairment*Insurance claims and related recoveries*Debt and liquidity issues*Government assistance and relief*Subsequent Events*Lease modifcations*Other matters | |
| 2/26/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Single Audit Update (Webinar) (25WX-4270)25WX-4270 | *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 | |
| 12/16/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Become a Data Analysis Expert (Webinar) (25WX-4465)25WX-4465 | *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 | |
| 12/30/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| How to Double Your Firm's Revenue Through CFO and Advisory (Webinar) (25WX-4647)25WX-4647 | *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 | |
| 1/9/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Learning to Teach Tax as a Second Language (Webinar) (25WX-4842)25WX-4842 | *Accounting as a foreign language*Commonly misunderstood concepts*Communicating tax matters*Client-practitioner interactionsInteracting with tax authorities | |
| 1/21/2026 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Monthly Federal Tax Updates: January 2026 (Webinar) (25WX-4666)25WX-4666 | *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 | |
| 1/12/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Yellow Book Independence and Single Audit Fundamentals (Webinar) (25WX-4260)25WX-4260 | *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 | |
| 12/15/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Becoming Conflict Competent (Webinar) (25WX-5602)25WX-5602 | *Levels of conflict*Strategies to de-escalate conflict*Distinction between miscommunication and conflict*Responses to conflict*Tactics to address, rather than avoid, conflict | |
| 3/5/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Unlocking Deep Secrets: Case Studies in Financial Analysis (Webinar) (25WX-4066)25WX-4066 | *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 | |
| 12/3/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Comprehensive Audit and SSARS Update (Webinar) (25WX-4393)25WX-4393 | *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 | |
| 12/23/2025 | 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-4607)25WX-4607 | *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 | |
| 1/8/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
| The Bookkeeper Goes to Prison (Webinar) (25WX-5456)25WX-5456 | *Career choices*Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 2/25/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New ChatGPT Vision for Financial Analysis (Webinar) (25WX-5328)25WX-5328 | *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 | |
| 2/18/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Advanced ChatGPT for Accountants (Webinar) (25WX-5152)25WX-5152 | *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 | |
| 2/9/2026 | 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-4097)25WX-4097 | *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 | |
| 12/5/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Deep Dive Into Common Auditing Deficiencies (Webinar) (25WX-4708)25WX-4708 | *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 | |
| 1/13/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New AI Privacy, Security and Compliance Masterclass (Webinar) (25WX-4348)25WX-4348 | *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 | |
| 12/19/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Coping With the Growth of Online Fraud (Webinar) (25WX-5030)25WX-5030 | *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 | |
| 2/2/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Forensic Accounting: Investigating Divorce Cases (Webinar) (25WX-5579)25WX-5579 | *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 | |
| 3/3/2026 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| CFO Solutions to IRS Problems (Webinar) (25WX-4756)25WX-4756 | *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 | |
| 1/15/2026 | 10:30 a.m. - 2:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New What's Behind the Data? (Webinar) (25WX-5510)25WX-5510 | *Ways in which data and information can be misleading*Common pitfalls when encountering data*How to re-evaluate the data to avoid those pitfalls | |
| 2/27/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Mastering Microsoft 365 Copilot for CPAs (Webinar) (25WX-4547)25WX-4547 | *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 | |
| 1/5/2026 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Casualty Losses: Disaster Relief Act of 2024 (Webinar) (25WX-4671)25WX-4671 | *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 | |
| 1/12/2026 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Walter Haig's GAAP for SMEs, Tax and Cash Frameworks Update (Webinar) (25WX-5378)25WX-5378 | *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 | |
| 2/20/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Shortcuts That Excel Users Love (Webinar) (25WX-4349)25WX-4349 | *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. | |
| 12/19/2025 | 11:30 a.m. - 1:30 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) | |
| New How AI Fits into the Accounting World (Webinar) (25WX-4299)25WX-4299 | *An overview of AI constructs*How artificial intelligence is being used by accountants today*Accounting-centric AI developments on the horizon | |
| 12/17/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Basic Individual Taxation Course (Webinar) (25WX-4688)25WX-4688 | *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 | |
| 1/13/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Power BI: Bringing it All Together for Data Analysis (Webinar) (25WX-5171)25WX-5171 | *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 | |
| 2/10/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New AICPA Regulatory Ethics Update (Webinar) (25WX-4589)25WX-4589 | *The Professional Ethics Executive Committee's updated ethics rules*An overview of recently issued ethics rules that CPAs need to know to be compliant | |
| 1/7/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Becoming Conflict Competent (Webinar) (25WX-4827)25WX-4827 | *Levels of conflict*Strategies to de-escalate conflict*Distinction between miscommunication and conflict*Responses to conflict*Tactics to address, rather than avoid, conflict | |
| 1/21/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethics: Giving Thanks -- How to Master the Art of Gratitude (Webinar) (25WX-5473)25WX-5473 | *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 | |
| 2/25/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Ethics and Civility in the Workplace (Webinar) (25WX-4196)25WX-4196 | *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 | |
| 12/11/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| ChatGPT and Advanced Financial Analysis for Accountants (Webinar) (25WX-5006)25WX-5006 | *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 | |
| 1/30/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Ethics and Civility in the Workplace (Webinar) (25WX-4674)25WX-4674 | *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 | |
| 1/12/2026 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Ethics of AI: A CPA's Guide (Webinar) (25WX-5641)25WX-5641 | *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 | |
| 3/6/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Create Measures in Power BI That Define Your Metrics (Webinar) (25WX-5244)25WX-5244 | *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 | |
| 2/13/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Risk Assessment Under SAS No. 145: The Key to Audit Quality? (Webinar) (25WX-4252)25WX-4252 | *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 | |
| 12/15/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Side-Hustle CFO (Webinar) (25WX-5106)25WX-5106 | *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 | |
| 2/5/2026 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Will Your Ethics Be Burned by Burnout? (Webinar) (25WX-5496)25WX-5496 | *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 | |
| 2/26/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Current Cybersecurity Risk Management Trends (Webinar) (25WX-4867)25WX-4867 | *Overview of current cybersecurity threats and how to mitigate data breach risk*Describe how to avoid malware and other security threats | |
| 1/22/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Art of Engaging in Difficult Conversations (Webinar) (25WX-5090)25WX-5090 | *Awareness of your mindset entering the conversation*Tactics to build a pool of meaning*Clarity around story telling*Biggest mistakes to avoid | |
| 2/4/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Single Audit Update (Webinar) (25WX-5385)25WX-5385 | *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 | |
| 2/20/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Mastering Partnership Basis: Inside and Outside Basis (Webinar) (25WX-4879)25WX-4879 | *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 | |
| 1/23/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Mastering the Art of Conflict: CPA Transformative Strategies (Webinar) (25WX-4938)25WX-4938 | *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 | |
| 1/27/2026 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| Microsoft Outlook "Must Know" Email Tips (Webinar) (25WX-5287)25WX-5287 | *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 | |
| 2/16/2026 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Ethical Intelligence for Artificial Intelligence (Webinar) (25WX-4847)25WX-4847 | *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 | |
| 1/21/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Forensic Accounting: Court Approved Methods of Proof (Webinar) (25WX-4459)25WX-4459 | *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 | |
| 12/29/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Compilation, Preparation and Review Basics and Peer Reviews (Webinar) (25WX-4962)25WX-4962 | *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 | |
| 1/28/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ChatGPT and IRS Taxation Law Research (Webinar) (25WX-4573)25WX-4573 | *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 | |
| 1/6/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CPAxPACK Bundle: Monthly Federal Tax Updates -- Stay Informed on Tax! (Webinar) (25WX-4529)25WX-4529 | *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 | |
| 1/2/2026 | 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-5203)25WX-5203 | *Overview of budgeting tools*Overview of difference between budgeting and forecasting*Examples of various budgeting and forecasting techniques | |
| 2/11/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ChatGPT and IRS Taxation Law Research (Webinar) (25WX-4886)25WX-4886 | *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 | |
| 1/23/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New How AI Fits into the Accounting World (Webinar) (25WX-4988)25WX-4988 | *An overview of AI constructs*How artificial intelligence is being used by accountants today*Accounting-centric AI developments on the horizon | |
| 1/29/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Mastering Microsoft 365 Copilot for CPAs (Webinar) (25WX-4103)25WX-4103 | *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 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| How Fraud Can Affect Smaller Organizations (Webinar) (25WX-4892)25WX-4892 | *The reasons for fraud*Fraudulent acts that are initiated against smaller organizations*Methods to stop fraud attempts against small businesses | |
| 1/23/2026 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Money Laundering Awareness for Accountants (Webinar) (25WX-4753)25WX-4753 | *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 | |
| 1/15/2026 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Implementing and Maintaining an Internal Control System (Webinar) (25WX-5420)25WX-5420 | *Control creation and implementation basics*Implementation and update procedures for an Internal Control system*Maintaining existing internal controls | |
| 2/23/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Clean, Transform and Load Data in Power BI (Webinar) (25WX-4087)25WX-4087 | *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 | |
| 12/4/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Unlock the Power of AI with Copilot in Excel (Webinar) (25WX-4410)25WX-4410 | *Introduction to Copilot in Excel*Automating Tasks and Enhancing Productivity*Advanced Data Insights with Copilot | |
| 12/26/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Accounting & Auditing Update for Small Businesses (Webinar) (25WX-4581)25WX-4581 | *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 | |
| 1/6/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethics: 10 Crucial Qualities of High Character CPAs (Webinar) (25WX-5582)25WX-5582 | *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 | |
| 3/4/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Improve Spreadsheets by Building Controls in Excel (Webinar) (25WX-4541)25WX-4541 | *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 | |
| 1/5/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Governmental GAAP Update: Navigating GASB Standards (Webinar) (25WX-4855)25WX-4855 | *New GASB standards: GASB 100, Accounting Changes and Error Corrections*GASB 101, Compensated Absences*Practical case studies | |
| 1/22/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Corporate Transparency Act Developments (Webinar) (25WX-4972)25WX-4972 | *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 | |
| 1/29/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How to Double Your Firm's Revenue Through CFO and Advisory (Webinar) (25WX-4239)25WX-4239 | *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 | |
| 12/13/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Introduction to Yellow Book: 8-Credit Boot Camp (Webinar) (25WX-4079)25WX-4079 | *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 | |
| 12/4/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Microsoft Outlook "Must Know" Email Tips (Webinar) (25WX-4434)25WX-4434 | *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 | |
| 12/27/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New A Working Parent's Guide to Prioritizing Mental Wellness (Webinar) (25WX-5308)25WX-5308 | *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 | |
| 2/17/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Erase the Mark: Best Practices in Penalty Abatement (Webinar) (25WX-4745)25WX-4745 | *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 | |
| 1/15/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics at Work: Diversity, Equity and Inclusion (Webinar) (25WX-4655)25WX-4655 | *Overview of ethics*Ethical values and principles*DEI working definitions*Unconscious bias, assumptions, microaggressions*Standing Up and Speaking Out*DEI and Organizational Responsibility | |
| 1/10/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| IRS Penalties and Abatements (Webinar) (25WX-4852)25WX-4852 | *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 | |
| 1/22/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Annual Update for Accountants and Auditors (Webinar) (25WX-5652)25WX-5652 | *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 | |
| 3/9/2026 | 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-4595)25WX-4595 | *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 | |
| 1/7/2026 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Microsoft Teams: Everything You Need to Know From A to Z (Webinar) (25WX-4603)25WX-4603 | *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 | |
| 1/7/2026 | 12:30 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Casualty Losses: Disaster Relief Act of 2024 (Webinar) (25WX-5002)25WX-5002 | *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 | |
| 1/30/2026 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| PPP Fraud and Financial Professionals (Webinar) (25WX-4950)25WX-4950 | *Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 1/28/2026 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Will Your Ethics Be Burned by Burnout? (Webinar) (25WX-5262)25WX-5262 | *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 | |
| 2/13/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| ChatGPT and IRS Taxation Law Research (Webinar) (25WX-5087)25WX-5087 | *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 | |
| 2/4/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Tax Season Update for Individuals with Steve Dilley (Webinar) (25WX-4188)25WX-4188 | *2024/25 legislative developments, cases and rulings impacting individual taxpayers*Changes to Form 1040 and other related forms, worksheets and schedules*Individual income items, itemized deductions and credits*Updated tax rate schedule and other inflation adjusted items*Implications for self-employed taxpayers of various legislation*Section 199A changes, including use of carryforward passive activity and 199A losses*Capital gains and losses*Passive activity and hobby loss rules changes | |
| 12/10/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Entertainment, Meals and Travel Expenses: Review and Update (Webinar) (25WX-4785)25WX-4785 | *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 | |
| 1/19/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AICPA Regulatory Ethics Update (Webinar) (25WX-5283)25WX-5283 | *The Professional Ethics Executive Committee's updated ethics rules*An overview of recently issued ethics rules that CPAs need to know to be compliant | |
| 2/16/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 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) | |
| Cultural Transformation (Webinar) (25WX-5465)25WX-5465 | *What is culture*Why culture matters*A process to change your organization's culture | |
| 2/25/2026 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Love it or Leave it: Engagement and Retention at Work (Webinar) (25WX-4682)25WX-4682 | *Ethical values and engagement and retention*Enhancing employee engagement*Strategic/intentional actions to enhance retention*Generation X | |
| 1/12/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 1 Ethics |
| New Advanced Excel for Staff: Build Reports and Analyze Data (Webinar) (25WX-5280)25WX-5280 | *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 | |
| 2/16/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 1040 Tax Prep Automation with AI Tools (Webinar) (25WX-4373)25WX-4373 | *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 | |
| 12/22/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Using AI to Instantly Transform Ideas into Revenue Streams (Webinar) (25WX-5089)25WX-5089 | *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) | |
| 2/4/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Ethics and Civility in the Workplace (Webinar) (25WX-5653)25WX-5653 | *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 | |
| 3/9/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Learning to Teach Tax as a Second Language (Webinar) (25WX-5343)25WX-5343 | *Accounting as a foreign language*Commonly misunderstood concepts*Communicating tax matters*Client-practitioner interactionsInteracting with tax authorities | |
| 2/18/2026 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Mastering Partnership Basis: Inside and Outside Basis (Webinar) (25WX-4117)25WX-4117 | *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 | |
| 12/6/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Business Partnerships: Managing Supplier Relationships (Webinar) (25WX-4221)25WX-4221 | *Overview of supplier contracts*Case studies of successful and not-so-successful supplier relationships*Risk potentials | |
| 12/12/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Using ChatGPT with Excel (Webinar) (25WX-4715)25WX-4715 | *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 | |
| 1/14/2026 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| An Exhaustive Look At Fraud and Ways To Control It (Webinar) (25WX-5634)25WX-5634 | *Fraudulent acts initiated from outside organizations*Why internal fraud occurs*The importance of fighting cyber-fraud*Steps that verify anti-fraud activities are working | |
| 3/6/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Fraud Case Studies: 21st Century Professional Misbehavior (Webinar) (25WX-4496)25WX-4496 | *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 | |
| 12/31/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
| Financial Decisions that Led Two Businessmen to Prison (Webinar) (25WX-4577)25WX-4577 | *Career choices*Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 1/6/2026 | 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-4388)25WX-4388 | *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 | |
| 12/23/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Best Practices: Conducting Meaningful Walkthroughs (Webinar) (25WX-4226)25WX-4226 | *Review of audit procedures*Documentation requirements*Real world examples of red flags that may arise | |
| 12/12/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Leveraging ChatGPT for Innovative Business Advisory Services (Webinar) (25WX-4371)25WX-4371 | *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 | |
| 12/22/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Walter Haig's Business Financial Health Checkup (Webinar) (25WX-4061)25WX-4061 | *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 | |
| 12/3/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Mastering Microsoft 365 Copilot for CPAs (Webinar) (25WX-5179)25WX-5179 | *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 | |
| 2/10/2026 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Technology Trends Update for CPAs With John Higgins (Webinar) (25WX-4788)25WX-4788 | *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 | |
| 1/19/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Accountants and Malpractice: Can We Get Sued for This? (Webinar) (25WX-5303)25WX-5303 | *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 | |
| 2/17/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| ChatGPT Bootcamp for CPAs with John Higgins (Webinar) (25WX-4067)25WX-4067 | *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 | |
| 12/3/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Money Laundering 101 for CPAs (Webinar) (25WX-4699)25WX-4699 | *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 | |
| 1/13/2026 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Hot Topics Accounting Update (Webinar) (25WX-5282)25WX-5282 | *New accounting standards*The impact on Financial Reporting*Hot topics in financial reporting*Current and emerging US GAAP requirements | |
| 2/16/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Corporate Transparency Act Developments (Webinar) (25WX-4711)25WX-4711 | *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 | |
| 1/14/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accounting for and Auditing Cryptocurrency and Digital Assets (Webinar) (25WX-4172)25WX-4172 | *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 | |
| 12/10/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Forensic Accounting: Investigating Divorce Cases (Webinar) (25WX-4605)25WX-4605 | *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 | |
| 1/7/2026 | 11:30 a.m. - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Leadership Skills of Tomorrow: Delegate and Listen (Webinar) (25WX-5230)25WX-5230 | *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 | |
| 2/12/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Leadershift Ethics: Things Must Change! (Webinar) (25WX-4644)25WX-4644 | *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 | |
| 1/9/2026 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Ethics: IRS Behavioral Insights for Accountants (Webinar) (25WX-5485)25WX-5485 | *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 | |
| 2/26/2026 | 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-5516)25WX-5516 | *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 | |
| 2/27/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New The Ethics of Teamwork (Webinar) (25WX-4357)25WX-4357 | *Virtue ethics*Team dynamics*Characteristics of highly effective teams*Meeting management*Team communication*Decision making | |
| 12/20/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Get started with Power BI (Webinar) (25WX-5038)25WX-5038 | *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 | |
| 2/2/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New GPT Builder for Accountants (Webinar) (25WX-4153)25WX-4153 | *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 | |
| 12/9/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Supporting Mental Wellness to Thrive in Work and Life (Webinar) (25WX-5143)25WX-5143 | *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 | |
| 2/9/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Yellow Book Update (Webinar) (25WX-5024)25WX-5024 | *Yellow Book engagements*Independence requirements in GAGAS*Quality management in Yellow Book*Common deficiencies found in Yellow Book engagements | |
| 2/2/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ChatGPT and Complex Financial and HR Conversations (Webinar) (25WX-4640)25WX-4640 | *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 | |
| 1/9/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Create Visuals in Power BI to Successfully Analyze Data (Webinar) (25WX-5137)25WX-5137 | *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 | |
| 2/6/2026 | 8 a.m. - 12 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-5151)25WX-5151 | *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 | |
| 2/9/2026 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New ChatGPT Vision: How Accountants Can Chat with Imagery (Webinar) (25WX-4592)25WX-4592 | *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 | |
| 1/7/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Invest in Your Mental Health and Avoid Burnout (Webinar) (25WX-4863)25WX-4863 | *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 | |
| 1/22/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Accounting and Disclosure Issues After a Natural Disaster (Webinar) (25WX-4098)25WX-4098 | *Current and noncurrent asset impairment*Insurance claims and related recoveries*Debt and liquidity issues*Government assistance and relief*Subsequent Events*Lease modifcations*Other matters | |
| 12/5/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Analyzing Financial Statements (Webinar) (25WX-5195)25WX-5195 | *Balance sheet analysis*Income statement analysis*Cash flow statement analysis*Clues in the notes and MD&A*Industry nuances | |
| 2/11/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Basic Individual Taxation Course (Webinar) (25WX-4923)25WX-4923 | *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 | |
| 1/27/2026 | 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-4113)25WX-4113 | *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 | |
| 12/5/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New What's Behind the Data? (Webinar) (25WX-4333)25WX-4333 | *Ways in which data and information can be misleading*Common pitfalls when encountering data*How to re-evaluate the data to avoid those pitfalls | |
| 12/19/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Introduction to Yellow Book: 8-Credit Boot Camp (Webinar) (25WX-4692)25WX-4692 | *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 | |
| 1/13/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Using AI to Instantly Transform Ideas into Revenue Streams (Webinar) (25WX-5314)25WX-5314 | *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) | |
| 2/17/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New ChatGPT and Advanced Accounting Research (Webinar) (25WX-4304)25WX-4304 | *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 | |
| 12/17/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Love it or Leave it: Engagement and Retention at Work (Webinar) (25WX-4475)25WX-4475 | *Ethical values and engagement and retention*Enhancing employee engagement*Strategic/intentional actions to enhance retention*Generation X | |
| 12/30/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 1 Ethics |
| New Mastering the Art of Conflict: CPA Transformative Strategies (Webinar) (25WX-5377)25WX-5377 | *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 | |
| 2/19/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| Comprehensive Accounting and Financial Reporting Update (Webinar) (25WX-5426)25WX-5426 | *CECL for nonfinancial institutions*Accounting for Paycheck Protection Program loans*Accounting for web-hosting services*Revenue recognition*Leases*FASB projects in progress | |
| 2/23/2026 | 9:30 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethics Based Leadership for Women (Webinar) (25WX-4424)25WX-4424 | *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 | |
| 12/26/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New CPA to CFO (Webinar) (25WX-4689)25WX-4689 | *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 | |
| 1/13/2026 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New AI for CPAs: How it Works and How to Apply it (Webinar) (25WX-4261)25WX-4261 | *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 | |
| 12/15/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Mastering Microsoft 365 Copilot for CPAs (Webinar) (25WX-4887)25WX-4887 | *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 | |
| 1/23/2026 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Selected Ethics Topics 2025 (Webinar) (25WX-4181)25WX-4181 | *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 | |
| 12/10/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Business Partnerships: Managing Supplier Relationships (Webinar) (25WX-4660)25WX-4660 | *Overview of supplier contracts*Case studies of successful and not-so-successful supplier relationships*Risk potentials | |
| 1/10/2026 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Reasonable Compensation for S Corps (Webinar) (25WX-5012)25WX-5012 | *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 | |
| 1/30/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New SEC Case Studies: Ethical Dilemmas in Finance and Accounting (Webinar) (25WX-4203)25WX-4203 | *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 | |
| 12/11/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Understanding the New Forms K-2 and K-3 (Webinar) (25WX-4828)25WX-4828 | *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 | |
| 1/21/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Recruit. Retain. Engage. Mastering LinkedIn for HR Success (Webinar) (25WX-5391)25WX-5391 | *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 | |
| 2/20/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Create Paginated Reports with Power BI Report Builder (Webinar) (25WX-5055)25WX-5055 | *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 | |
| 2/3/2026 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Entertainment, Meals and Travel Expenses: Review and Update (Webinar) (25WX-4570)25WX-4570 | *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 | |
| 1/6/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Master the Art of CPA Communication: Boost Your Influence! (Webinar) (25WX-5526)25WX-5526 | *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 | |
| 2/27/2026 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Ethics: IRS Criminal Investigations -- Key Lessons for Accountants (Webinar) (25WX-5570)25WX-5570 | *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 | |
| 3/3/2026 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Mastering IRS Form 7217: Partnership Property Distributions (Webinar) (25WX-4311)25WX-4311 | *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 | |
| 12/18/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| IRS Penalties and Abatements (Webinar) (25WX-5605)25WX-5605 | *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 | |
| 3/5/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New SEC Case Studies: Ethical Dilemmas in Finance and Accounting (Webinar) (25WX-5545)25WX-5545 | *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 | |
| 3/2/2026 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New What's Changing in A&A for Governmental Entities (Webinar) (25WX-4119)25WX-4119 | *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 | |
| 12/6/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| PPP Fraud and Financial Professionals (Webinar) (25WX-4265)25WX-4265 | *Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 12/16/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Advanced ChatGPT for Accountants (Webinar) (25WX-4719)25WX-4719 | *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 | |
| 1/14/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New A&A Update With Technology Implementation (Webinar) (25WX-5088)25WX-5088 | *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) | |
| 2/4/2026 | 9:30 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New How AI Fits into the Accounting World (Webinar) (25WX-4060)25WX-4060 | *An overview of AI constructs*How artificial intelligence is being used by accountants today*Accounting-centric AI developments on the horizon | |
| 12/3/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Retaining Talent in a Competitive Marketplace (Webinar) (25WX-5664)25WX-5664 | *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 | |
| 3/9/2026 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Exercise Your Ethics: Techniques to Improve Ethical Response (Webinar) (25WX-5332)25WX-5332 | *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 | |
| 2/18/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Ethics: How to Run Your Business Well (Webinar) (25WX-4076)25WX-4076 | *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" | |
| 12/4/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Coaching the Next Generation of CPAs (Webinar) (25WX-4663)25WX-4663 | *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 | |
| 1/10/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Managerial Accounting: Your Prescription for Better Decisions (Webinar) (25WX-4874)25WX-4874 | *Target profit and break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis*Budgeting | |
| 1/22/2026 | 11:30 a.m. - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Leveraging ChatGPT for Innovative Business Advisory Services (Webinar) (25WX-5367)25WX-5367 | *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 | |
| 2/19/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Learning to Teach Tax as a Second Language (Webinar) (25WX-4619)25WX-4619 | *Accounting as a foreign language*Commonly misunderstood concepts*Communicating tax matters*Client-practitioner interactionsInteracting with tax authorities | |
| 1/8/2026 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Advanced Excel: Hidden Secrets and Gems (Webinar) (25WX-4300)25WX-4300 | *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 | |
| 12/17/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethics of AI: A CPA's Guide (Webinar) (25WX-4824)25WX-4824 | *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 | |
| 1/20/2026 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Corporate Transparency Act Developments (Webinar) (25WX-5453)25WX-5453 | *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 | |
| 2/25/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| More Money: Strategic Ways to Improve Cash Flow (Webinar) (25WX-5601)25WX-5601 | *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 | |
| 3/4/2026 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Create Paginated Reports with Power BI Report Builder (Webinar) (25WX-4409)25WX-4409 | *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 | |
| 12/26/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Beyond the Numbers: Success Strategies for Female CPAs (Webinar) (25WX-5234)25WX-5234 | *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 | |
| 2/12/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Fraud Busters: Controls to Prevent and Detect Fraud (Webinar) (25WX-5434)25WX-5434 | *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 | |
| 2/24/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New What's Changing in A&A for Governmental Entities (Webinar) (25WX-5312)25WX-5312 | *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 | |
| 2/17/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| How AI is Automating Internal Control (Webinar) (25WX-4262)25WX-4262 | *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 | |
| 12/15/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Using ChatGPT with Excel (Webinar) (25WX-5507)25WX-5507 | *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 | |
| 2/27/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| PPP Fraud and Financial Professionals (Webinar) (25WX-5505)25WX-5505 | *Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 2/27/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Revision to Government Auditing Standards Impact (Webinar) (25WX-4556)25WX-4556 | *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 | |
| 1/5/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Introduction to Yellow Book: 8-Credit Boot Camp (Webinar) (25WX-5122)25WX-5122 | *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 | |
| 2/6/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Everyday Ethics at Work: Don't be the Next News Story! (Webinar) (25WX-5066)25WX-5066 | *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 | |
| 2/3/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Annual Update for Governments and Not-for-Profits (Webinar) (25WX-5003)25WX-5003 | *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 | |
| 1/30/2026 | 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-5618)25WX-5618 | *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 | |
| 3/5/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Tech it to the Next Level: Slim Your Team for Max Efficiency (Webinar) (25WX-4957)25WX-4957 | *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 | |
| 1/28/2026 | 11:30 a.m. - 12:30 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Create Paginated Reports with Power BI Report Builder (Webinar) (25WX-4853)25WX-4853 | *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 | |
| 1/22/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Determining Reasonable Compensation for Owner Employees (Webinar) (25WX-4915)25WX-4915 | *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 | |
| 1/26/2026 | 11 a.m. - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Internal Control Changes for Remote Workers (Webinar) (25WX-5392)25WX-5392 | *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 | |
| 2/20/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Monthly Federal Tax Updates: December 2025 (Webinar) (25WX-4126)25WX-4126 | *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 | |
| 12/8/2025 | 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-5093)25WX-5093 | *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 | |
| 2/4/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New SECURE Act 2.0 and Updates (Webinar) (25WX-5266)25WX-5266 | *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 | |
| 2/14/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Avoiding the Most Misapplied Audit Concepts (Webinar) (25WX-5186)25WX-5186 | *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 | |
| 2/10/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Forensic Accounting: Crafting Expert Reports (Webinar) (25WX-5682)25WX-5682 | *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 | |
| 3/10/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| New Master the Art of CPA Communication: Boost Your Influence! (Webinar) (25WX-5018)25WX-5018 | *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 | |
| 1/30/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Operations Level Internal Control (Webinar) (25WX-4395)25WX-4395 | *An overview of controls that drive procedures*Considerations for procedural control development*Understanding and controlling risk that arises when organizations change | |
| 12/23/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Noble Leadership: An Ethical Approach (Webinar) (25WX-4906)25WX-4906 | *Leadership Definition*Virtue Ethics*Relationship of Virtue Ethics to Leadership*Characteristics of the Noble Leader*Actions to create a culture of respect and dignity | |
| 1/26/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Donating Cryptocurrency and Avoiding Traps for the Unwary (Webinar) (25WX-5218)25WX-5218 | *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 | |
| 2/12/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Mastering IRS Form 7217: Partnership Property Distributions (Webinar) (25WX-4737)25WX-4737 | *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 | |
| 1/15/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| How SAS Nos. 134-145 Improve Risk-Based Audits (Webinar) (25WX-5069)25WX-5069 | *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 | |
| 2/3/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Managerial Accounting: Your Prescription for Better Decisions (Webinar) (25WX-5228)25WX-5228 | *Target profit and break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis*Budgeting | |
| 2/12/2026 | 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-5037)25WX-5037 | *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 | |
| 2/2/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Integrity, Objectivity and Judgment: Values in Action (Webinar) (25WX-5636)25WX-5636 | *AICPA Code of Conduct: Integrity and Objectivity*Case Study: Mortgage crisis of 2007-2010*Case Study: World Com | |
| 3/6/2026 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Comprehensive Accounting and Financial Reporting Update (Webinar) (25WX-5156)25WX-5156 | *CECL for nonfinancial institutions*Accounting for Paycheck Protection Program loans*Accounting for web-hosting services*Revenue recognition*Leases*FASB projects in progress | |
| 2/9/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Mastering the Art of Conflict: CPA Transformative Strategies (Webinar) (25WX-5448)25WX-5448 | *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 | |
| 2/24/2026 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| I Spy with My Little Eye...an Illegality (Webinar) (25WX-4341)25WX-4341 | *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 | |
| 12/19/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Ethics: How to Give and Receive Criticism the Right Way (Webinar) (25WX-4443)25WX-4443 | *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 | |
| 12/29/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Mastering IRS Form 7217: Partnership Property Distributions (Webinar) (25WX-4954)25WX-4954 | *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 | |
| 1/28/2026 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Ethical Performance Management (Webinar) (25WX-5387)25WX-5387 | *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 | |
| 2/20/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Fraud and Embezzlement: Case Studies from the Trenches (Webinar) (25WX-4773)25WX-4773 | *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 | |
| 1/16/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Integrity, Objectivity and Judgment: Values in Action (Webinar) (25WX-5206)25WX-5206 | *AICPA Code of Conduct: Integrity and Objectivity*Case Study: Mortgage crisis of 2007-2010*Case Study: World Com | |
| 2/11/2026 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Coaching the Next Generation of CPAs (Webinar) (25WX-4399)25WX-4399 | *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 | |
| 12/23/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Fraud Busters: Controls to Prevent and Detect Fraud (Webinar) (25WX-4691)25WX-4691 | *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 | |
| 1/13/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Advanced Excel for Staff: Build Reports and Analyze Data (Webinar) (25WX-4386)25WX-4386 | *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 | |
| 12/23/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New What's Going on at the FASB (Webinar) (25WX-4930)25WX-4930 | *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 | |
| 1/27/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Forgotten Managerial Accounting Tools for CPAs (Webinar) (25WX-5140)25WX-5140 | *Target profit analysis*Break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis | |
| 2/9/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Best Non-Google Search Tools for Accountants (Webinar) (25WX-4390)25WX-4390 | *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 | |
| 12/23/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Mastering the Excel Lookup Functions (Webinar) (25WX-4895)25WX-4895 | *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 | |
| 1/23/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Tax Season Update for Business with Steve Dilley (Webinar) (25WX-5213)25WX-5213 | *2024/25 legislative developments, cases and rulings impacting various business entity taxpayers*Detailed discussion of the partnership and S corporation Schedule K-1 changes*Business income, deductions and creditsTravel expense reporting*Section 199A update and business losses*Depreciation update: Section 179 and 168(k)*S Corporation and partnership update | |
| 2/11/2026 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Noble Leadership: An Ethical Approach (Webinar) (25WX-4741)25WX-4741 | *Leadership Definition*Virtue Ethics*Relationship of Virtue Ethics to Leadership*Characteristics of the Noble Leader*Actions to create a culture of respect and dignity | |
| 1/15/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New CPA to CFO (Webinar) (25WX-4901)25WX-4901 | *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 | |
| 1/26/2026 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Ethical Management of Conflict (Webinar) (25WX-4101)25WX-4101 | *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 | |
| 12/5/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New A Working Parent's Guide to Prioritizing Mental Wellness (Webinar) (25WX-4540)25WX-4540 | *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 | |
| 1/5/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Understanding the New Forms K-2 and K-3 (Webinar) (25WX-5331)25WX-5331 | *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 | |
| 2/18/2026 | 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-4268)25WX-4268 | *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 | |
| 12/16/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Ethical Considerations of the New AICPA SSTS Rules (Webinar) (25WX-5435)25WX-5435 | *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 | |
| 2/24/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Hot Topics Audit and Attest Update (Webinar) (25WX-5310)25WX-5310 | *Recent quality improvements to the SASs and SSARs*Other matters that should be on your radar | |
| 2/17/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AI Prompt Engineering Masterclass for Accountants (Webinar) (25WX-4982)25WX-4982 | *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 | |
| 1/29/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Master the Art of CPA Communication: Boost Your Influence! (Webinar) (25WX-4383)25WX-4383 | *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 | |
| 12/22/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Mastering the Art of Conflict: CPA Transformative Strategies (Webinar) (25WX-4994)25WX-4994 | *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 | |
| 1/29/2026 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| The CFO Who Went to Prison (Webinar) (25WX-5169)25WX-5169 | *The importance of valuesIdentifying success*Ethical dilemmas*Mitigation strategies*Creating tools to help make better decisions*Personal accountability strategies | |
| 2/10/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Tax Season Update for Individuals with Steve Dilley (Webinar) (25WX-4601)25WX-4601 | *2024/25 legislative developments, cases and rulings impacting individual taxpayers*Changes to Form 1040 and other related forms, worksheets and schedules*Individual income items, itemized deductions and credits*Updated tax rate schedule and other inflation adjusted items*Implications for self-employed taxpayers of various legislation*Section 199A changes, including use of carryforward passive activity and 199A losses*Capital gains and losses*Passive activity and hobby loss rules changes | |
| 1/7/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Fraud Busters: Controls to Prevent and Detect Fraud (Webinar) (25WX-5173)25WX-5173 | *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 | |
| 2/10/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How Changes in Business Methods Affects Internal Control (Webinar) (25WX-4561)25WX-4561 | *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 | |
| 1/6/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New ChatGPT and Advanced Accounting Research (Webinar) (25WX-5209)25WX-5209 | *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 | |
| 2/11/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Accounting & Auditing Update for Small Businesses (Webinar) (25WX-5667)25WX-5667 | *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 | |
| 3/9/2026 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Tax Season Update for Business with Steve Dilley (Webinar) (25WX-4658)25WX-4658 | *2024/25 legislative developments, cases and rulings impacting various business entity taxpayers*Detailed discussion of the partnership and S corporation Schedule K-1 changes*Business income, deductions and creditsTravel expense reporting*Section 199A update and business losses*Depreciation update: Section 179 and 168(k)*S Corporation and partnership update | |
| 1/10/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New CFO Series: Decoding Balance Sheet Accounting (Webinar) (25WX-4339)25WX-4339 | *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 | |
| 12/19/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New The Ethics of Teamwork (Webinar) (25WX-4814)25WX-4814 | *Virtue ethics*Team dynamics*Characteristics of highly effective teams*Meeting management*Team communication*Decision making | |
| 1/20/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| The Ethics of Care in the Workplace (Webinar) (25WX-5486)25WX-5486 | *Ethical values and principles*Compassion*Managing expectations*Respect and humility*Attribution Theory | |
| 2/26/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Love it or Leave it: Engagement and Retention at Work (Webinar) (25WX-5135)25WX-5135 | *Ethical values and engagement and retention*Enhancing employee engagement*Strategic/intentional actions to enhance retention*Generation X | |
| 2/6/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 1 Ethics |
| New How AI Fits into the Accounting World (Webinar) (25WX-5445)25WX-5445 | *An overview of AI constructs*How artificial intelligence is being used by accountants today*Accounting-centric AI developments on the horizon | |
| 2/24/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Not-for-Profit GAAP Update (Webinar) (25WX-4979)25WX-4979 | *Accounting Standard Updates issued by the FASB*Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on | |
| 1/29/2026 | 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-5246)25WX-5246 | *Current and noncurrent asset impairment*Insurance claims and related recoveries*Debt and liquidity issues*Government assistance and relief*Subsequent Events*Lease modifcations*Other matters | |
| 2/13/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Donating Cryptocurrency and Avoiding Traps for the Unwary (Webinar) (25WX-5580)25WX-5580 | *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 | |
| 3/4/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Master the Art of CPA Communication: Boost Your Influence! (Webinar) (25WX-5491)25WX-5491 | *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 | |
| 2/26/2026 | 12:30 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Ethics: IRS Behavioral Insights for Accountants (Webinar) (25WX-4983)25WX-4983 | *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 | |
| 1/29/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Governmental GAAP Update: Navigating GASB Standards (Webinar) (25WX-4571)25WX-4571 | *New GASB standards: GASB 100, Accounting Changes and Error Corrections*GASB 101, Compensated Absences*Practical case studies | |
| 1/6/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New SEC Case Studies: Ethical Dilemmas in Finance and Accounting (Webinar) (25WX-4798)25WX-4798 | *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 | |
| 1/19/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Improve Spreadsheets by Building Controls in Excel (Webinar) (25WX-5309)25WX-5309 | *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 | |
| 2/17/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Compilation, Preparation and Review Basics and Peer Reviews (Webinar) (25WX-4297)25WX-4297 | *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 | |
| 12/17/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Annual Update for Governmental Accountants and Auditors (Webinar) (25WX-5196)25WX-5196 | *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 | |
| 2/11/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Supporting Mental Wellness to Thrive in Work and Life (Webinar) (25WX-4668)25WX-4668 | *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 | |
| 1/12/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Recruit. Retain. Engage. Mastering LinkedIn for HR Success (Webinar) (25WX-4771)25WX-4771 | *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 | |
| 1/16/2026 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Tactics to Find Work-Life Balance in a Complex World (Webinar) (25WX-4793)25WX-4793 | *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 | |
| 1/19/2026 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Written Information Security Plans (Webinar) (25WX-4178)25WX-4178 | *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 | |
| 12/10/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Microsoft Teams: Everything You Need to Know From A to Z (Webinar) (25WX-4284)25WX-4284 | *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 | |
| 12/16/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| IRS Penalties and Abatements (Webinar) (25WX-4504)25WX-4504 | *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 | |
| 1/2/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: 10 Crucial Qualities of High Character CPAs (Webinar) (25WX-5333)25WX-5333 | *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 | |
| 2/18/2026 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Bumper Sticker Ethics v. Professional Ethics (Webinar) (25WX-5659)25WX-5659 | *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 | |
| 3/9/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| How AI is Automating Internal Control (Webinar) (25WX-4971)25WX-4971 | *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 | |
| 1/28/2026 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Accounting for the Gig Economy (Webinar) (25WX-5489)25WX-5489 | *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 | |
| 2/26/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New A&A Update for Not-for-Profits and Single Audit (Webinar) (25WX-4903)25WX-4903 | *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 | |
| 1/26/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Current Not-for-Profit Fraud Trends (Webinar) (25WX-5134)25WX-5134 | *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! | |
| 2/6/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New CFO and Controller Critical Skills: Budgeting and Forecasting (Webinar) (25WX-4298)25WX-4298 | *Overview of budgeting tools*Overview of difference between budgeting and forecasting*Examples of various budgeting and forecasting techniques | |
| 12/17/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Risk Assessment Under SAS No. 145: The Key to Audit Quality? (Webinar) (25WX-5182)25WX-5182 | *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 | |
| 2/10/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Microsoft 365: Save More Time, Make More Money (Webinar) (25WX-4697)25WX-4697 | *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 | |
| 1/13/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Role of Internal Control in the Risk-Based Audit (Webinar) (25WX-5276)25WX-5276 | *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 | |
| 2/16/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Microsoft 365: Save More Time, Make More Money (Webinar) (25WX-5180)25WX-5180 | *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 | |
| 2/10/2026 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Ethical Considerations of the New AICPA SSTS Rules (Webinar) (25WX-4287)25WX-4287 | *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 | |
| 12/17/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Build a Data Model for Analysis in Power BI (Webinar) (25WX-4606)25WX-4606 | *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 | |
| 1/8/2026 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New AI Lessons Learned for Accountants (Webinar) (25WX-4740)25WX-4740 | *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 | |
| 1/15/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Partnership Tax Updates (Webinar) (25WX-4780)25WX-4780 | *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 | |
| 1/19/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Lessons on Fraud Prevention from Sam Bankman-Fried's Crypto (Webinar) (25WX-5478)25WX-5478 | *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? | |
| 2/26/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| ChatGPT: What Every CPA Should Know (Webinar) (25WX-4676)25WX-4676 | *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 | |
| 1/12/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New How to Audit Inventory (Webinar) (25WX-5383)25WX-5383 | *Auditing Inventory*Related audit assertions, risks, and threats to inventory*Substantive auditing procedures that staff should perform | |
| 2/20/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Microsoft 365 Application Lightning Round Review (Webinar) (25WX-5463)25WX-5463 | *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 | |
| 2/25/2026 | 8:30 - 9:30 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The 10 Must Know Excel Features (Webinar) (25WX-4917)25WX-4917 | *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 | |
| 1/26/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Supervision/Management Competencies: An Ethical Approach (Webinar) (25WX-4347)25WX-4347 | *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 | |
| 12/19/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Clean, Transform and Load Data in Power BI (Webinar) (25WX-4257)25WX-4257 | *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 | |
| 12/15/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Walter Haig's AICPA Auditing Standards Update (Webinar) (25WX-4396)25WX-4396 | *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) | |
| 12/23/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Ethics: 10 Crucial Qualities of High Character CPAs (Webinar) (25WX-4831)25WX-4831 | *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 | |
| 1/21/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Create Measures in Power BI That Define Your Metrics (Webinar) (25WX-4481)25WX-4481 | *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 | |
| 12/30/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Ethics: IRS Behavioral Insights for Accountants (Webinar) (25WX-4217)25WX-4217 | *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 | |
| 12/12/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Synchronize Your Files to the Cloud With SharePoint (Webinar) (25WX-5488)25WX-5488 | *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 | |
| 2/26/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Using e-Signature Software to Process Agreements (Webinar) (25WX-5323)25WX-5323 | *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 | |
| 2/17/2026 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| How to Start a CFO Service (Webinar) (25WX-4974)25WX-4974 | *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 | |
| 1/29/2026 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Everyday Ethics at Work: Don't be the Next News Story! (Webinar) (25WX-4819)25WX-4819 | *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 | |
| 1/20/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New AI Lessons Learned for Accountants (Webinar) (25WX-4247)25WX-4247 | *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 | |
| 12/15/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Walter Haig's GAAP for SMEs, Tax and Cash Frameworks Update (Webinar) (25WX-4733)25WX-4733 | *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 | |
| 1/15/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Deep Dive Into Common Auditing Deficiencies (Webinar) (25WX-4091)25WX-4091 | *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 | |
| 12/4/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Seeing Beyond the Numbers: Analysis for CFOs and Controllers (Webinar) (25WX-4652)25WX-4652 | *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 | |
| 1/9/2026 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| How Much Are Your Ethics Worth? (Webinar) (25WX-4367)25WX-4367 | *Understanding ethics*Available tools to aid in ethical decision making*The role of bias in making ethical decisions*Application through case studies | |
| 12/22/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Forgotten Managerial Accounting Tools for CPAs (Webinar) (25WX-4665)25WX-4665 | *Target profit analysis*Break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis | |
| 1/12/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Determining Reasonable Compensation for Owner Employees (Webinar) (25WX-5159)25WX-5159 | *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 | |
| 2/9/2026 | 12:30 - 2:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Google Gemini AI for Accountants (Webinar) (25WX-4766)25WX-4766 | *Google Gemini Quick Start*Gemini Standalone Chatbot*Mobile App*Gemini integration with: Workspace, Gmail,Docs, Sheets, Slides*User Tips | |
| 1/16/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Tax Depreciation: Review and Update (Webinar) (25WX-4762)25WX-4762 | *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 | |
| 1/16/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Installment sales: Maximize Tax Benefits and Stay Compliant (Webinar) (25WX-5118)25WX-5118 | *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 | |
| 2/6/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New AI Revolution: The Big Picture for CPAs (Webinar) (25WX-5487)25WX-5487 | *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 | |
| 2/26/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Implementing an AI-Enabled Marketing Strategy for Your Firm (Webinar) (25WX-4343)25WX-4343 | *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 | |
| 12/19/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Written Information Security Plans (Webinar) (25WX-5290)25WX-5290 | *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 | |
| 2/16/2026 | 3:30 - 4:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Selected Ethics Topics 2025 (Webinar) (25WX-4700)25WX-4700 | *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 | |
| 1/13/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Business Tax Update: Recent Developments (Webinar) (25WX-5666)25WX-5666 | *2024/25 legislation impacting business taxpayers*Extenders legislation update*Meals and entertainment expense reporting*Partnership and S corporation updateIncome and deductions | |
| 3/9/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Business Tax Update: Recent Developments (Webinar) (25WX-4283)25WX-4283 | *2024/25 legislation impacting business taxpayers*Extenders legislation update*Meals and entertainment expense reporting*Partnership and S corporation updateIncome and deductions | |
| 12/16/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Mastering Partnership Basis: Inside and Outside Basis (Webinar) (25WX-5335)25WX-5335 | *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 | |
| 2/18/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Generative AI Strategy for Accountants (Webinar) (25WX-5136)25WX-5136 | *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 | |
| 2/6/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Controls to Secure the Growing Digital Footprint (Webinar) (25WX-4455)25WX-4455 | *Securing individual documents*Protecting information resident in the Cloud*Securing data stored on or accessed by mobile devices | |
| 12/29/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Cryptocurrency 15 Years Later: A Market Update (Webinar) (25WX-5415)25WX-5415 | *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 | |
| 2/23/2026 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Corporate Transparency Act Developments (Webinar) (25WX-4115)25WX-4115 | *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 | |
| 12/6/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ChatGPT: What Every CPA Should Know (Webinar) (25WX-4273)25WX-4273 | *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 | |
| 12/16/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Leverage PowerBI.com to Create Data Analysis for Others (Webinar) (25WX-5144)25WX-5144 | *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. | |
| 2/9/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Microsoft Outlook "Must Know" Email Tips (Webinar) (25WX-5125)25WX-5125 | *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 | |
| 2/6/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethics: 10 Crucial Qualities of High Character CPAs (Webinar) (25WX-4132)25WX-4132 | *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 | |
| 12/8/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| The Ethics of Care in the Workplace (Webinar) (25WX-4931)25WX-4931 | *Ethical values and principles*Compassion*Managing expectations*Respect and humility*Attribution Theory | |
| 1/27/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| A Culture of Regulatory Ethics: A Competitive Advantage (Webinar) (25WX-4898)25WX-4898 | *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 | |
| 1/23/2026 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| New Forensic Accounting: Finding Hidden Treasure in Tax Returns (Webinar) (25WX-5643)25WX-5643 | *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 | |
| 3/6/2026 | 10:30 a.m. - 2:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethical Considerations in Working with Cannabis (Webinar) (25WX-4191)25WX-4191 | *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 | |
| 12/11/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Advanced ChatGPT for Accountants (Webinar) (25WX-4136)25WX-4136 | *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 | |
| 12/8/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Creating an Ethical Work Environment (Webinar) (25WX-4432)25WX-4432 | *Ethical values and principles*Human factors impacting ethical choices*Professional and organizational responsibilities in creating an ethical work environment*Tools for ethical decision making | |
| 12/27/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Become a Data Analysis Expert (Webinar) (25WX-4244)25WX-4244 | *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 | |
| 12/15/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Todd and Julie Chrisley Go to Prison (Webinar) (25WX-4807)25WX-4807 | *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 | |
| 1/20/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Accounting for and Auditing Cryptocurrency and Digital Assets (Webinar) (25WX-4118)25WX-4118 | *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 | |
| 12/6/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CPAxPACK Bundle: AI-Powered Accounting (Webinar) (25WX-5549)25WX-5549 | *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. | |
| 3/2/2026 | 8 a.m. - 4 p.m. | Online | 12 CPE (10 tech, 2 non-tech) | |
| New CPAxPACK Bundle: The Ultimate IRS Guide -- Forms and Collections (Webinar) (25WX-5536)25WX-5536 | *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. | |
| 3/2/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Building a Better Budget in a Time of Uncertainty (Webinar) (25WX-5339)25WX-5339 | *Budgets vs. forecasts*Cyclicality*Core earnings & sustainable growth*Identifying key forecast drivers*Reasonableness in forecasting*Approaches to budgeting*Budgeting variances*Horizontal analysis*Flexible budgeting | |
| 2/18/2026 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Guide Strategy, Attract Investments with Financial Forecasts (Webinar) (25WX-4750)25WX-4750 | *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 | |
| 1/15/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Forensic Accounting: Court Approved Methods of Proof (Webinar) (25WX-5016)25WX-5016 | *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 | |
| 1/30/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Become a Data Analysis Expert (Webinar) (25WX-5000)25WX-5000 | *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 | |
| 1/30/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethics: What a CPA in Business and Industry Needs to Know (Webinar) (25WX-5592)25WX-5592 | *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 | |
| 3/4/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Partnership/LLC Taxation: Tax Basis Capital Accounts (Webinar) (25WX-4056)25WX-4056 | *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 | |
| 12/3/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How Changes in Business Methods Affects Internal Control (Webinar) (25WX-5604)25WX-5604 | *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 | |
| 3/5/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Build Better Budgets: Fundamental Techniques (Webinar) (25WX-5191)25WX-5191 | *Advantages of budgeting*The role of budgeting*Master budgeting*Flexible budgeting*Standards and variances*Capital budgeting | |
| 2/11/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How SAS Nos. 134-145 Improve Risk-Based Audits (Webinar) (25WX-4165)25WX-4165 | *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 | |
| 12/9/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Integrity, Objectivity and Judgment: Values in Action (Webinar) (25WX-4085)25WX-4085 | *AICPA Code of Conduct: Integrity and Objectivity*Case Study: Mortgage crisis of 2007-2010*Case Study: World Com | |
| 12/4/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| What You Can Learn From the Statement of Cash Flows (Webinar) (25WX-4899)25WX-4899 | *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 | |
| 1/26/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Grading Your Auditors: Are You Getting the Most Value? (Webinar) (25WX-4706)25WX-4706 | *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 | |
| 1/13/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics Based Leadership for Women (Webinar) (25WX-5639)25WX-5639 | *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 | |
| 3/6/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Everyday Ethics at Work: Don't be the Next News Story! (Webinar) (25WX-4596)25WX-4596 | *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 | |
| 1/7/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Technology Trends Update for CPAs With John Higgins (Webinar) (25WX-4329)25WX-4329 | *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 | |
| 12/18/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Leadership Skills of Tomorrow: Delegate and Listen (Webinar) (25WX-5681)25WX-5681 | *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 | |
| 3/10/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Comprehensive Accounting and Financial Reporting Update (Webinar) (25WX-4890)25WX-4890 | *CECL for nonfinancial institutions*Accounting for Paycheck Protection Program loans*Accounting for web-hosting services*Revenue recognition*Leases*FASB projects in progress | |
| 1/23/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New A&A Update for Not-for-Profits and Single Audit (Webinar) (25WX-5433)25WX-5433 | *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 | |
| 2/24/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Build Better Budgets: Fundamental Techniques (Webinar) (25WX-5455)25WX-5455 | *Advantages of budgeting*The role of budgeting*Master budgeting*Flexible budgeting*Standards and variances*Capital budgeting | |
| 2/25/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AI Prompt Engineering Masterclass for Accountants (Webinar) (25WX-4470)25WX-4470 | *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 | |
| 12/30/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Leveraging Marketing Automation for Accounting Firm Growth (Webinar) (25WX-4192)25WX-4192 | *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 | |
| 12/11/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Business Tax Update: Recent Developments (Webinar) (25WX-5212)25WX-5212 | *2024/25 legislation impacting business taxpayers*Extenders legislation update*Meals and entertainment expense reporting*Partnership and S corporation updateIncome and deductions | |
| 2/11/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Create Visuals in Power BI to Successfully Analyze Data (Webinar) (25WX-4353)25WX-4353 | *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 | |
| 12/20/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Taxation of the Cannabis Industry (Webinar) (25WX-4453)25WX-4453 | *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 | |
| 12/29/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Advanced Excel: Hidden Secrets and Gems (Webinar) (25WX-5319)25WX-5319 | *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 | |
| 2/17/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Tech it to the Next Level: Slim Your Team for Max Efficiency (Webinar) (25WX-4694)25WX-4694 | *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 | |
| 1/13/2026 | 8:30 - 9:30 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Coping With the Growth of Online Fraud (Webinar) (25WX-5327)25WX-5327 | *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 | |
| 2/17/2026 | 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-5571)25WX-5571 | *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 | |
| 3/3/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| CFO Solutions to IRS Problems (Webinar) (25WX-4839)25WX-4839 | *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 | |
| 1/21/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Cryptocurrency 15 Years Later: A Market Update (Webinar) (25WX-4471)25WX-4471 | *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 | |
| 12/30/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Tax Depreciation: Review and Update (Webinar) (25WX-4077)25WX-4077 | *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 | |
| 12/4/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| What if Your Client Didn't Take Reasonable Compensation (Webinar) (25WX-5130)25WX-5130 | *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 | |
| 2/6/2026 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Everyday Ethics at Work: Don't be the Next News Story! (Webinar) (25WX-4158)25WX-4158 | *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 | |
| 12/9/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Lessons on Fraud Prevention from Sam Bankman-Fried's Crypto (Webinar) (25WX-4995)25WX-4995 | *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? | |
| 1/30/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Side-Hustle CFO (Webinar) (25WX-4585)25WX-4585 | *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 | |
| 1/7/2026 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Leverage PowerBI.com to Create Data Analysis for Others (Webinar) (25WX-5430)25WX-5430 | *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. | |
| 2/24/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Forgotten Managerial Accounting Tools for CPAs (Webinar) (25WX-4242)25WX-4242 | *Target profit analysis*Break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis | |
| 12/15/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Implementing and Maintaining an Internal Control System (Webinar) (25WX-4861)25WX-4861 | *Control creation and implementation basics*Implementation and update procedures for an Internal Control system*Maintaining existing internal controls | |
| 1/22/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Understanding and Creating an Internal Control System (Webinar) (25WX-4253)25WX-4253 | *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 | |
| 12/15/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Ethical AI Practices for CPAs: Ensuring Responsible Use (Webinar) (25WX-4768)25WX-4768 | *Understanding ethical implications of AI*Data privacy and security considerations*Compliance with regulations and professional standards*Developing ethical AI policies and procedures | |
| 1/16/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Behind the Curtain: Exploring IRS Audit Technique Guides (Webinar) (25WX-5573)25WX-5573 | *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 | |
| 3/3/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| PPP Fraud and Financial Professionals (Webinar) (25WX-4506)25WX-4506 | *Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 1/2/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Comprehensive Audit and SSARS Update (Webinar) (25WX-5376)25WX-5376 | *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 | |
| 2/19/2026 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| ChatGPT and Complex Financial and HR Conversations (Webinar) (25WX-4121)25WX-4121 | *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 | |
| 12/6/2025 | 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-4370)25WX-4370 | *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 | |
| 12/22/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Complete Guide to Analyze Data with Excel PivotTables (Webinar) (25WX-5482)25WX-5482 | *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 | |
| 2/26/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Business Tax Update: Recent Developments (Webinar) (25WX-4731)25WX-4731 | *2024/25 legislation impacting business taxpayers*Extenders legislation update*Meals and entertainment expense reporting*Partnership and S corporation updateIncome and deductions | |
| 1/14/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Individual Tax Update: Recent Developments (Webinar) (25WX-5103)25WX-5103 | *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 | |
| 2/4/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Income Tax Analysis: Exploring In-Depth Concepts (Webinar) (25WX-5095)25WX-5095 | *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 | |
| 2/4/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Adobe Acrobat Tips for Working with PDF Files (Webinar) (25WX-4743)25WX-4743 | *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 | |
| 1/15/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| ChatGPT and Complex Financial and HR Conversations (Webinar) (25WX-5285)25WX-5285 | *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 | |
| 2/16/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Navigating IRS Correspondence: Responding to IRS Letters (Webinar) (25WX-5289)25WX-5289 | *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 | |
| 2/16/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Retaining Talent in a Competitive Marketplace (Webinar) (25WX-5501)25WX-5501 | *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 | |
| 2/26/2026 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Fraud Busters: Controls to Prevent and Detect Fraud (Webinar) (25WX-4951)25WX-4951 | *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 | |
| 1/28/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Yellow Book Ethics (Webinar) (25WX-4538)25WX-4538 | *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 | |
| 1/5/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| How SAS Nos. 134-145 Improve Risk-Based Audits (Webinar) (25WX-5544)25WX-5544 | *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 | |
| 3/2/2026 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| ChatGPT and IRS Taxation Law Research (Webinar) (25WX-5590)25WX-5590 | *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 | |
| 3/4/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Leveraging ChatGPT for Innovative Business Advisory Services (Webinar) (25WX-4857)25WX-4857 | *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 | |
| 1/22/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Al Capone to Cybercrime: The Journey of IRS Special Agents (Webinar) (25WX-4068)25WX-4068 | *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 | |
| 12/3/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New What's Changing in A&A for Governmental Entities (Webinar) (25WX-5264)25WX-5264 | *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 | |
| 2/13/2026 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Accounting for and Auditing Cryptocurrency and Digital Assets (Webinar) (25WX-5306)25WX-5306 | *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 | |
| 2/17/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Creating an Ethical Work Environment (Webinar) (25WX-4152)25WX-4152 | *Ethical values and principles*Human factors impacting ethical choices*Professional and organizational responsibilities in creating an ethical work environment*Tools for ethical decision making | |
| 12/9/2025 | 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-5100)25WX-5100 | *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 | |
| 2/4/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New AI Revolution: The Big Picture for CPAs (Webinar) (25WX-4318)25WX-4318 | *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 | |
| 12/18/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Best Non-Google Search Tools for Accountants (Webinar) (25WX-4813)25WX-4813 | *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 | |
| 1/20/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Keeping Up With the FASB (Webinar) (25WX-4630)25WX-4630 | *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 | |
| 1/9/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| PCAOB and SEC Update (Webinar) (25WX-5475)25WX-5475 | *Developments at the PCAOB*Recent trends in SEC comment letters*Enforcement actions and administrative proceedings*Conclusions and predictions for the future | |
| 2/25/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Yellow Book Ethics (Webinar) (25WX-5022)25WX-5022 | *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 | |
| 2/2/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| IRS Penalties and Abatements (Webinar) (25WX-5277)25WX-5277 | *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 | |
| 2/16/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Unlocking Deep Secrets: Case Studies in Financial Analysis (Webinar) (25WX-4843)25WX-4843 | *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 | |
| 1/21/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Invest in Your Mental Health and Avoid Burnout (Webinar) (25WX-5158)25WX-5158 | *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 | |
| 2/9/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Enterprise-Wide Risk Management in Accounting and Finance (Webinar) (25WX-5207)25WX-5207 | *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 | |
| 2/11/2026 | 10:30 a.m. - 2:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Power BI: Bringing it All Together for Data Analysis (Webinar) (25WX-4568)25WX-4568 | *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 | |
| 1/6/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Business Partnerships: Managing Supplier Relationships (Webinar) (25WX-4860)25WX-4860 | *Overview of supplier contracts*Case studies of successful and not-so-successful supplier relationships*Risk potentials | |
| 1/22/2026 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| How AI is Automating Internal Control (Webinar) (25WX-4654)25WX-4654 | *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 | |
| 1/10/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Todd and Julie Chrisley Go to Prison (Webinar) (25WX-4584)25WX-4584 | *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 | |
| 1/7/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| A Culture of Regulatory Ethics: A Competitive Advantage (Webinar) (25WX-4818)25WX-4818 | *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 | |
| 1/20/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| Accountants and Malpractice: Can We Get Sued for This? (Webinar) (25WX-5054)25WX-5054 | *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 | |
| 2/3/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Accounting for the Gig Economy (Webinar) (25WX-4698)25WX-4698 | *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 | |
| 1/13/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Beyond the Numbers: Success Strategies for Female CPAs (Webinar) (25WX-4749)25WX-4749 | *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 | |
| 1/15/2026 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New CPAxPACK Bundle: AI-Powered Accounting (Webinar) (25WX-4528)25WX-4528 | *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. | |
| 1/2/2026 | 8 a.m. - 4 p.m. | Online | 12 CPE (10 tech, 2 non-tech) | |
| Forgotten Managerial Accounting Tools for CPAs (Webinar) (25WX-4505)25WX-4505 | *Target profit analysis*Break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis | |
| 1/2/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Understanding Internal Control Constructs (Webinar) (25WX-4727)25WX-4727 | *Underlying concepts of internal control*The importance of control measure interdependency | |
| 1/14/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Adobe Acrobat Tips for Working with PDF Files (Webinar) (25WX-5517)25WX-5517 | *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 | |
| 2/27/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Advanced Cybersecurity: Beyond the Basics (Webinar) (25WX-4872)25WX-4872 | *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 | |
| 1/22/2026 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New What's Behind the Data? (Webinar) (25WX-4509)25WX-4509 | *Ways in which data and information can be misleading*Common pitfalls when encountering data*How to re-evaluate the data to avoid those pitfalls | |
| 1/2/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Seeing Beyond the Numbers: Analysis for CFOs and Controllers (Webinar) (25WX-4090)25WX-4090 | *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 | |
| 12/4/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| PCAOB and SEC Update (Webinar) (25WX-4522)25WX-4522 | *Developments at the PCAOB*Recent trends in SEC comment letters*Enforcement actions and administrative proceedings*Conclusions and predictions for the future | |
| 1/2/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Finding Errors in Excel Spreadsheets (Webinar) (25WX-5096)25WX-5096 | *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 | |
| 2/4/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| An Ethical Approach to Mental Health Issues at Work (Webinar) (25WX-4614)25WX-4614 | *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 | |
| 1/8/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Beyond the Basics: Financial Ratios You Might Be Overlooking (Webinar) (25WX-4759)25WX-4759 | *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 | |
| 1/16/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New GPT Builder for Accountants (Webinar) (25WX-5198)25WX-5198 | *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 | |
| 2/11/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Hot Topics Accounting Update (Webinar) (25WX-4631)25WX-4631 | *New accounting standards*The impact on Financial Reporting*Hot topics in financial reporting*Current and emerging US GAAP requirements | |
| 1/9/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Mastering IRS Form 7217: Partnership Property Distributions (Webinar) (25WX-4489)25WX-4489 | *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 | |
| 12/31/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Implementing and Maintaining an Internal Control System (Webinar) (25WX-4500)25WX-4500 | *Control creation and implementation basics*Implementation and update procedures for an Internal Control system*Maintaining existing internal controls | |
| 12/31/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 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) | |
| Ethics: Giving Thanks -- How to Master the Art of Gratitude (Webinar) (25WX-4939)25WX-4939 | *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 | |
| 1/27/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Accounting for and Auditing Cryptocurrency and Digital Assets (Webinar) (25WX-5583)25WX-5583 | *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 | |
| 3/4/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Build Better Budgets: Fundamental Techniques (Webinar) (25WX-4735)25WX-4735 | *Advantages of budgeting*The role of budgeting*Master budgeting*Flexible budgeting*Standards and variances*Capital budgeting | |
| 1/15/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How Fraud Can Affect Smaller Organizations (Webinar) (25WX-4225)25WX-4225 | *The reasons for fraud*Fraudulent acts that are initiated against smaller organizations*Methods to stop fraud attempts against small businesses | |
| 12/12/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Coaching the Next Generation of CPAs (Webinar) (25WX-5097)25WX-5097 | *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 | |
| 2/4/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Lessons on Fraud Prevention from Sam Bankman-Fried's Crypto (Webinar) (25WX-4438)25WX-4438 | *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? | |
| 12/29/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Risk Assessment Under SAS No. 145: The Key to Audit Quality? (Webinar) (25WX-4937)25WX-4937 | *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 | |
| 1/27/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Integrity, Objectivity and Judgment: Values in Action (Webinar) (25WX-4620)25WX-4620 | *AICPA Code of Conduct: Integrity and Objectivity*Case Study: Mortgage crisis of 2007-2010*Case Study: World Com | |
| 1/8/2026 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Tax Season Update for Individuals with Steve Dilley (Webinar) (25WX-4685)25WX-4685 | *2024/25 legislative developments, cases and rulings impacting individual taxpayers*Changes to Form 1040 and other related forms, worksheets and schedules*Individual income items, itemized deductions and credits*Updated tax rate schedule and other inflation adjusted items*Implications for self-employed taxpayers of various legislation*Section 199A changes, including use of carryforward passive activity and 199A losses*Capital gains and losses*Passive activity and hobby loss rules changes | |
| 1/12/2026 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Leveraging Marketing Automation for Accounting Firm Growth (Webinar) (25WX-4095)25WX-4095 | *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 | |
| 12/5/2025 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Erase the Mark: Best Practices in Penalty Abatement (Webinar) (25WX-5444)25WX-5444 | *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 | |
| 2/24/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Installment sales: Maximize Tax Benefits and Stay Compliant (Webinar) (25WX-4413)25WX-4413 | *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 | |
| 12/26/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Leveraging Marketing Automation for Accounting Firm Growth (Webinar) (25WX-5080)25WX-5080 | *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 | |
| 2/4/2026 | 12:30 - 1:30 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Clean, Transform and Load Data in Power BI (Webinar) (25WX-5637)25WX-5637 | *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 | |
| 3/6/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Steps to Stop External Fraud (Webinar) (25WX-4841)25WX-4841 | *Types of external fraud*Considerations as organizations work to reduce fraud risk*External fraud and known parties/External fraud unknown perpetrators | |
| 1/21/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics at Work: Diversity, Equity and Inclusion (Webinar) (25WX-4072)25WX-4072 | *Overview of ethics*Ethical values and principles*DEI working definitions*Unconscious bias, assumptions, microaggressions*Standing Up and Speaking Out*DEI and Organizational Responsibility | |
| 12/4/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Advanced ChatGPT for Accountants (Webinar) (25WX-5365)25WX-5365 | *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 | |
| 2/19/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| You Don't Know What You Don't Know About Microsoft Excel (Webinar) (25WX-5521)25WX-5521 | *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. | |
| 2/27/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Criminal Tax: How CPAs Bring Value to Defense Attorneys (Webinar) (25WX-4526)25WX-4526 | *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 | |
| 1/2/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Love it or Leave it: Engagement and Retention at Work (Webinar) (25WX-5546)25WX-5546 | *Ethical values and engagement and retention*Enhancing employee engagement*Strategic/intentional actions to enhance retention*Generation X | |
| 3/2/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 1 Ethics |
| New Ethical Intelligence for Artificial Intelligence (Webinar) (25WX-5324)25WX-5324 | *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 | |
| 2/17/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| How SAS Nos. 134-145 Improve Risk-Based Audits (Webinar) (25WX-4161)25WX-4161 | *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 | |
| 12/9/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| PCAOB and SEC Update (Webinar) (25WX-4752)25WX-4752 | *Developments at the PCAOB*Recent trends in SEC comment letters*Enforcement actions and administrative proceedings*Conclusions and predictions for the future | |
| 1/15/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 1040 Tax Prep Automation with AI Tools (Webinar) (25WX-4215)25WX-4215 | *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 | |
| 12/12/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The 10 Must Know Excel Features (Webinar) (25WX-4324)25WX-4324 | *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 | |
| 12/18/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Cryptocurrency 15 Years Later: A Market Update (Webinar) (25WX-5226)25WX-5226 | *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 | |
| 2/12/2026 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Business Tax Update: Recent Developments (Webinar) (25WX-5425)25WX-5425 | *2024/25 legislation impacting business taxpayers*Extenders legislation update*Meals and entertainment expense reporting*Partnership and S corporation updateIncome and deductions | |
| 2/23/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Professional Ethical Considerations for CPAs (Webinar) (25WX-4882)25WX-4882 | *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 | |
| 1/23/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Reasonable Compensation for S Corps (Webinar) (25WX-5467)25WX-5467 | *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 | |
| 2/25/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Selected Ethics Topics 2025 (Webinar) (25WX-5520)25WX-5520 | *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 | |
| 2/27/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New ChatGPT and Advanced Policy Manual Development for Accountants (Webinar) (25WX-5124)25WX-5124 | *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 | |
| 2/6/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Comprehensive Audit and SSARS Update (Webinar) (25WX-4859)25WX-4859 | *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 | |
| 1/22/2026 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New S Corporations: Comprehensive Walkthrough of Form 1120S (Webinar) (25WX-5591)25WX-5591 | *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 | |
| 3/4/2026 | 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-4782)25WX-4782 | *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 | |
| 1/19/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Google Gemini AI for Accountants (Webinar) (25WX-5655)25WX-5655 | *Google Gemini Quick Start*Gemini Standalone Chatbot*Mobile App*Gemini integration with: Workspace, Gmail,Docs, Sheets, Slides*User Tips | |
| 3/9/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Reasonable Compensation for S Corps (Webinar) (25WX-4322)25WX-4322 | *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 | |
| 12/18/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Lessons on Fraud Prevention from Sam Bankman-Fried's Crypto (Webinar) (25WX-4241)25WX-4241 | *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? | |
| 12/15/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Tax Season Update for Business with Steve Dilley (Webinar) (25WX-5361)25WX-5361 | *2024/25 legislative developments, cases and rulings impacting various business entity taxpayers*Detailed discussion of the partnership and S corporation Schedule K-1 changes*Business income, deductions and creditsTravel expense reporting*Section 199A update and business losses*Depreciation update: Section 179 and 168(k)*S Corporation and partnership update | |
| 2/19/2026 | 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-5460)25WX-5460 | *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 | |
| 2/25/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Creating an Ethical Work Environment (Webinar) (25WX-5060)25WX-5060 | *Ethical values and principles*Human factors impacting ethical choices*Professional and organizational responsibilities in creating an ethical work environment*Tools for ethical decision making | |
| 2/3/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New A&A Update With Technology Implementation (Webinar) (25WX-4590)25WX-4590 | *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) | |
| 1/7/2026 | 9:30 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Microsoft 365 Application Lightning Round Review (Webinar) (25WX-4293)25WX-4293 | *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 | |
| 12/17/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Forensic Accounting: Court Approved Methods of Proof (Webinar) (25WX-5452)25WX-5452 | *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 | |
| 2/24/2026 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Defining Where and Why Internal Controls are Needed (Webinar) (25WX-5498)25WX-5498 | *Control design basics*Areas or segments of an enterprise to control*Controls to reduce risk*Controls to drive operations | |
| 2/26/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Technology Trends Update for CPAs With John Higgins (Webinar) (25WX-4920)25WX-4920 | *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 | |
| 1/26/2026 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| IRS Penalties and Abatements (Webinar) (25WX-5105)25WX-5105 | *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 | |
| 2/5/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Internal Control: Testing for Operating Effectiveness (Webinar) (25WX-5036)25WX-5036 | *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 | |
| 2/2/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Unlock the Power of AI with Copilot in Excel (Webinar) (25WX-4758)25WX-4758 | *Introduction to Copilot in Excel*Automating Tasks and Enhancing Productivity*Advanced Data Insights with Copilot | |
| 1/16/2026 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Using e-Signature Software to Process Agreements (Webinar) (25WX-4259)25WX-4259 | *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 | |
| 12/15/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| PCAOB and SEC Update (Webinar) (25WX-4280)25WX-4280 | *Developments at the PCAOB*Recent trends in SEC comment letters*Enforcement actions and administrative proceedings*Conclusions and predictions for the future | |
| 12/16/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Accounting for the Gig Economy (Webinar) (25WX-4452)25WX-4452 | *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 | |
| 12/29/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Tactics to Find Work-Life Balance in a Complex World (Webinar) (25WX-4645)25WX-4645 | *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 | |
| 1/9/2026 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Ethics and Civility in the Workplace (Webinar) (25WX-5461)25WX-5461 | *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 | |
| 2/25/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Al Capone to Cybercrime: The Journey of IRS Special Agents (Webinar) (25WX-5599)25WX-5599 | *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 | |
| 3/4/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Generative AI Strategy for Accountants (Webinar) (25WX-4846)25WX-4846 | *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 | |
| 1/21/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How to Start a CFO Service (Webinar) (25WX-4714)25WX-4714 | *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 | |
| 1/14/2026 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New AICPA Regulatory Ethics Update (Webinar) (25WX-5086)25WX-5086 | *The Professional Ethics Executive Committee's updated ethics rules*An overview of recently issued ethics rules that CPAs need to know to be compliant | |
| 2/4/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New S Corporations: Comprehensive Walkthrough of Form 1120S (Webinar) (25WX-5028)25WX-5028 | *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 | |
| 2/2/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Controls to Secure the Growing Digital Footprint (Webinar) (25WX-5205)25WX-5205 | *Securing individual documents*Protecting information resident in the Cloud*Securing data stored on or accessed by mobile devices | |
| 2/11/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New How to Audit Cash (Webinar) (25WX-4510)25WX-4510 | *Auditing cash*Audit assertions, risks, and threats to the cash balance*Auditing procedures to perform | |
| 1/2/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Todd and Julie Chrisley Go to Prison (Webinar) (25WX-5081)25WX-5081 | *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 | |
| 2/4/2026 | 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-4512)25WX-4512 | *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 | |
| 1/2/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Building a Better Budget in a Time of Uncertainty (Webinar) (25WX-4180)25WX-4180 | *Budgets vs. forecasts*Cyclicality*Core earnings & sustainable growth*Identifying key forecast drivers*Reasonableness in forecasting*Approaches to budgeting*Budgeting variances*Horizontal analysis*Flexible budgeting | |
| 12/10/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Leveraging Marketing Automation for Accounting Firm Growth (Webinar) (25WX-4566)25WX-4566 | *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 | |
| 1/6/2026 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| How to Start a CFO Service (Webinar) (25WX-5506)25WX-5506 | *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 | |
| 2/27/2026 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Best Non-Google Search Tools for Accountants (Webinar) (25WX-5569)25WX-5569 | *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 | |
| 3/3/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Navigating IRS Collections: The Collection Process (Webinar) (25WX-4744)25WX-4744 | *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 | |
| 1/15/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AI for CPAs: How it Works and How to Apply it (Webinar) (25WX-4873)25WX-4873 | *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 | |
| 1/22/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Al Capone to Cybercrime: The Journey of IRS Special Agents (Webinar) (25WX-4921)25WX-4921 | *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 | |
| 1/26/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Walter Haig's Personal Financial Health Checkup (Webinar) (25WX-5075)25WX-5075 | *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 | |
| 2/3/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New SEC Case Studies: Ethical Dilemmas in Finance and Accounting (Webinar) (25WX-4576)25WX-4576 | *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 | |
| 1/6/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Synchronize Your Files to the Cloud With SharePoint (Webinar) (25WX-5252)25WX-5252 | *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 | |
| 2/13/2026 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| S Corporations: Calculating Shareholder Basis (Webinar) (25WX-4523)25WX-4523 | *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 | |
| 1/2/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| PCAOB and SEC Update (Webinar) (25WX-5161)25WX-5161 | *Developments at the PCAOB*Recent trends in SEC comment letters*Enforcement actions and administrative proceedings*Conclusions and predictions for the future | |
| 2/9/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Forensic Accounting: Investigating Divorce Cases (Webinar) (25WX-4404)25WX-4404 | *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 | |
| 12/23/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Partnership/LLC Taxation: Tax Basis Capital Accounts (Webinar) (25WX-4312)25WX-4312 | *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 | |
| 12/18/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Leadership Skills of Tomorrow: Delegate and Listen (Webinar) (25WX-4472)25WX-4472 | *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 | |
| 12/30/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Defining Where and Why Internal Controls are Needed (Webinar) (25WX-5015)25WX-5015 | *Control design basics*Areas or segments of an enterprise to control*Controls to reduce risk*Controls to drive operations | |
| 1/30/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: How to Give and Receive Criticism the Right Way (Webinar) (25WX-4289)25WX-4289 | *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 | |
| 12/17/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| The CFO Who Went to Prison (Webinar) (25WX-4485)25WX-4485 | *The importance of valuesIdentifying success*Ethical dilemmas*Mitigation strategies*Creating tools to help make better decisions*Personal accountability strategies | |
| 12/31/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Installment sales: Maximize Tax Benefits and Stay Compliant (Webinar) (25WX-5382)25WX-5382 | *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 | |
| 2/20/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Professional Ethical Considerations for CPAs (Webinar) (25WX-4269)25WX-4269 | *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 | |
| 12/16/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| ChatGPT Bootcamp for CPAs with John Higgins (Webinar) (25WX-4527)25WX-4527 | *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 | |
| 1/2/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Mastering the Excel Lookup Functions (Webinar) (25WX-4301)25WX-4301 | *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 | |
| 12/17/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Exercise Your Ethics: Techniques to Improve Ethical Response (Webinar) (25WX-5585)25WX-5585 | *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 | |
| 3/4/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Forensic Accounting: Finding Hidden Treasure in Tax Returns (Webinar) (25WX-5345)25WX-5345 | *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 | |
| 2/18/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| How SAS Nos. 134-145 Improve Risk-Based Audits (Webinar) (25WX-4604)25WX-4604 | *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 | |
| 1/7/2026 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Complete Guide to Analyze Data with Excel PivotTables (Webinar) (25WX-4801)25WX-4801 | *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 | |
| 1/19/2026 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Get started with Power BI (Webinar) (25WX-4599)25WX-4599 | *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 | |
| 1/7/2026 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Managing Current Fraud Trends in a Shifting Environment (Webinar) (25WX-4610)25WX-4610 | *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 | |
| 1/8/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Cultural Transformation (Webinar) (25WX-4394)25WX-4394 | *What is culture*Why culture matters*A process to change your organization's culture | |
| 12/23/2025 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Yellow Book Independence and Single Audit Fundamentals (Webinar) (25WX-5600)25WX-5600 | *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 | |
| 3/4/2026 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Power BI: Bringing it All Together for Data Analysis (Webinar) (25WX-5358)25WX-5358 | *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 | |
| 2/19/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Internal Control: Testing for Operating Effectiveness (Webinar) (25WX-5638)25WX-5638 | *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 | |
| 3/6/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AI for CPAs: How it Works and How to Apply it (Webinar) (25WX-5575)25WX-5575 | *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 | |
| 3/3/2026 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Monthly Federal Tax Updates: February 2026 (Webinar) (25WX-5278)25WX-5278 | *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 | |
| 2/16/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New The Ethics of Teamwork (Webinar) (25WX-5630)25WX-5630 | *Virtue ethics*Team dynamics*Characteristics of highly effective teams*Meeting management*Team communication*Decision making | |
| 3/6/2026 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New CPAxPACK Bundle: Combatting Fraud -- Master Prevention and Detection (Webinar) (25WX-4517)25WX-4517 | *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. | |
| 1/2/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Accounting & Auditing Update for Small Businesses (Webinar) (25WX-4292)25WX-4292 | *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 | |
| 12/17/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Taking Advantage of Array Formulas in Excel (Webinar) (25WX-4520)25WX-4520 | *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 | |
| 1/2/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New What's Changing in A&A for Governmental Entities (Webinar) (25WX-4826)25WX-4826 | *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 | |
| 1/20/2026 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Keeping Up With the FASB (Webinar) (25WX-4806)25WX-4806 | *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 | |
| 1/20/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Beyond the Numbers: Success Strategies for Female CPAs (Webinar) (25WX-4254)25WX-4254 | *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 | |
| 12/15/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| CFO Solutions to IRS Problems (Webinar) (25WX-4200)25WX-4200 | *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 | |
| 12/11/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Build Better Budgets: Fundamental Techniques (Webinar) (25WX-5672)25WX-5672 | *Advantages of budgeting*The role of budgeting*Master budgeting*Flexible budgeting*Standards and variances*Capital budgeting | |
| 3/10/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Becoming Conflict Competent (Webinar) (25WX-5353)25WX-5353 | *Levels of conflict*Strategies to de-escalate conflict*Distinction between miscommunication and conflict*Responses to conflict*Tactics to address, rather than avoid, conflict | |
| 2/19/2026 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New 1040 Tax Prep Automation with AI Tools (Webinar) (25WX-4815)25WX-4815 | *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 | |
| 1/20/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Selected Ethics Topics 2025 (Webinar) (25WX-4987)25WX-4987 | *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 | |
| 1/29/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| More Money: Strategic Ways to Improve Cash Flow (Webinar) (25WX-5065)25WX-5065 | *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 | |
| 2/3/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Governmental GAAP Update: Navigating GASB Standards (Webinar) (25WX-5336)25WX-5336 | *New GASB standards: GASB 100, Accounting Changes and Error Corrections*GASB 101, Compensated Absences*Practical case studies | |
| 2/18/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Improve Spreadsheets by Building Controls in Excel (Webinar) (25WX-4171)25WX-4171 | *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 | |
| 12/10/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accountants and Malpractice: Can We Get Sued for This? (Webinar) (25WX-4805)25WX-4805 | *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 | |
| 1/20/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Forensic Accounting: Crafting Expert Reports (Webinar) (25WX-5129)25WX-5129 | *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 | |
| 2/6/2026 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| The Bookkeeper Goes to Prison (Webinar) (25WX-4736)25WX-4736 | *Career choices*Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 1/15/2026 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Generative AI in Practice: Boost Efficiency and Profitability (Webinar) (25WX-4102)25WX-4102 | *Implementing AI for accounting automation*Enhancing auditing processes with AI tools*AI applications in tax compliance*Leveraging AI for business advisory services | |
| 12/5/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Basic Individual Taxation Course (Webinar) (25WX-5168)25WX-5168 | *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 | |
| 2/10/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: 10 Crucial Qualities of High Character CPAs (Webinar) (25WX-4609)25WX-4609 | *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 | |
| 1/8/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Create Visuals in Power BI to Successfully Analyze Data (Webinar) (25WX-5689)25WX-5689 | *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 | |
| 3/10/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The 10 Must Know Excel Features (Webinar) (25WX-5274)25WX-5274 | *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 | |
| 2/14/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Ethics of Care in the Workplace (Webinar) (25WX-4058)25WX-4058 | *Ethical values and principles*Compassion*Managing expectations*Respect and humility*Attribution Theory | |
| 12/3/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New ChatGPT Vision for Financial Analysis (Webinar) (25WX-4877)25WX-4877 | *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 | |
| 1/23/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Create Visuals in Power BI to Successfully Analyze Data (Webinar) (25WX-4953)25WX-4953 | *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 | |
| 1/28/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Beyond the Basics: Financial Ratios You Might Be Overlooking (Webinar) (25WX-4288)25WX-4288 | *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 | |
| 12/17/2025 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Basic Individual Taxation Course (Webinar) (25WX-4483)25WX-4483 | *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 | |
| 12/31/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New ChatGPT and Advanced Policy Manual Development for Accountants (Webinar) (25WX-4720)25WX-4720 | *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 | |
| 1/14/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Tax Season Update for Individuals with Steve Dilley (Webinar) (25WX-5620)25WX-5620 | *2024/25 legislative developments, cases and rulings impacting individual taxpayers*Changes to Form 1040 and other related forms, worksheets and schedules*Individual income items, itemized deductions and credits*Updated tax rate schedule and other inflation adjusted items*Implications for self-employed taxpayers of various legislation*Section 199A changes, including use of carryforward passive activity and 199A losses*Capital gains and losses*Passive activity and hobby loss rules changes | |
| 3/5/2026 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Deep Dive Into Common Auditing Deficiencies (Webinar) (25WX-5513)25WX-5513 | *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 | |
| 2/27/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Will Your Ethics Be Burned by Burnout? (Webinar) (25WX-4112)25WX-4112 | *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 | |
| 12/5/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Supervision/Management Competencies: An Ethical Approach (Webinar) (25WX-4479)25WX-4479 | *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 | |
| 12/30/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New A&A Update With Technology Implementation (Webinar) (25WX-4946)25WX-4946 | *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) | |
| 1/27/2026 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Accounting & Auditing Update for Small Businesses (Webinar) (25WX-5410)25WX-5410 | *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 | |
| 2/23/2026 | 10:30 a.m. - 2:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Money Laundering 101 for CPAs (Webinar) (25WX-4755)25WX-4755 | *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 | |
| 1/15/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Tactics to Find Work-Life Balance in a Complex World (Webinar) (25WX-4140)25WX-4140 | *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 | |
| 12/8/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Building a Better Budget in a Time of Uncertainty (Webinar) (25WX-4351)25WX-4351 | *Budgets vs. forecasts*Cyclicality*Core earnings & sustainable growth*Identifying key forecast drivers*Reasonableness in forecasting*Approaches to budgeting*Budgeting variances*Horizontal analysis*Flexible budgeting | |
| 12/19/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethics at Work: Diversity, Equity and Inclusion (Webinar) (25WX-5217)25WX-5217 | *Overview of ethics*Ethical values and principles*DEI working definitions*Unconscious bias, assumptions, microaggressions*Standing Up and Speaking Out*DEI and Organizational Responsibility | |
| 2/12/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Fraud, Controls and Ethics: Best Practices and Case Studies (Webinar) (25WX-4170)25WX-4170 | *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 | |
| 12/10/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
| Partnership/LLC Taxation: Tax Basis Capital Accounts (Webinar) (25WX-5608)25WX-5608 | *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 | |
| 3/5/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Internal Control Changes for Remote Workers (Webinar) (25WX-4791)25WX-4791 | *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 | |
| 1/19/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Forensic Accounting: When The Office is a Crime Scene (Webinar) (25WX-5017)25WX-5017 | *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 | |
| 1/30/2026 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Casualty Losses: Disaster Relief Act of 2024 (Webinar) (25WX-5483)25WX-5483 | *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 | |
| 2/26/2026 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Retaining Talent in a Competitive Marketplace (Webinar) (25WX-4732)25WX-4732 | *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 | |
| 1/14/2026 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Lessons on Fraud Prevention from Sam Bankman-Fried's Crypto (Webinar) (25WX-5190)25WX-5190 | *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? | |
| 2/11/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Ethical AI Practices for CPAs: Ensuring Responsible Use (Webinar) (25WX-5416)25WX-5416 | *Understanding ethical implications of AI*Data privacy and security considerations*Compliance with regulations and professional standards*Developing ethical AI policies and procedures | |
| 2/23/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Internal Control Changes for Remote Workers (Webinar) (25WX-4550)25WX-4550 | *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 | |
| 1/5/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics and Technology for CPAs (Webinar) (25WX-4594)25WX-4594 | *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 | |
| 1/7/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Navigating IRS Authorizations: Form 2848 and Form 8821 (Webinar) (25WX-5127)25WX-5127 | *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 | |
| 2/6/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| More Money: Strategic Ways to Improve Cash Flow (Webinar) (25WX-4549)25WX-4549 | *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 | |
| 1/5/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Generative AI Strategy for Accountants (Webinar) (25WX-5349)25WX-5349 | *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 | |
| 2/18/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics and Technology for CPAs (Webinar) (25WX-5029)25WX-5029 | *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 | |
| 2/2/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Supervision/Management Competencies: An Ethical Approach (Webinar) (25WX-5449)25WX-5449 | *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 | |
| 2/24/2026 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Financial and Tax Accounting for S Corporations and Partnerships (Webinar) (25WX-4835)25WX-4835 | *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 | |
| 1/21/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| I Spy with My Little Eye...an Illegality (Webinar) (25WX-4936)25WX-4936 | *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 | |
| 1/27/2026 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Leverage PowerBI.com to Create Data Analysis for Others (Webinar) (25WX-4690)25WX-4690 | *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. | |
| 1/13/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Tax Implications of Retirement Plan Distributions (Webinar) (25WX-5586)25WX-5586 | *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 | |
| 3/4/2026 | 3:30 - 4:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Beyond the Numbers: Success Strategies for Female CPAs (Webinar) (25WX-5685)25WX-5685 | *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 | |
| 3/10/2026 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New How to Audit Inventory (Webinar) (25WX-4389)25WX-4389 | *Auditing Inventory*Related audit assertions, risks, and threats to inventory*Substantive auditing procedures that staff should perform | |
| 12/23/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Adobe Acrobat Tips for Working with PDF Files (Webinar) (25WX-5154)25WX-5154 | *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 | |
| 2/9/2026 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Fraud Case Studies: 21st Century Professional Misbehavior (Webinar) (25WX-5442)25WX-5442 | *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 | |
| 2/24/2026 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
| Accounting of the Soul: Making the World a Better Place (Webinar) (25WX-5560)25WX-5560 | *Overview of Virtue Ethics and the Common Good*Professionalism*The Virtue of Compassion*Gossip in the Workplace*Gratitude | |
| 3/3/2026 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| New Unlock the Power of AI with Copilot in Excel (Webinar) (25WX-5192)25WX-5192 | *Introduction to Copilot in Excel*Automating Tasks and Enhancing Productivity*Advanced Data Insights with Copilot | |
| 2/11/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Navigating IRS Collections: Overview of Form 433 and Offers in Compromise (Webinar) (25WX-4911)25WX-4911 | *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 | |
| 1/26/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Criminal Tax: How CPAs Bring Value to Defense Attorneys (Webinar) (25WX-4327)25WX-4327 | *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 | |
| 12/18/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How SAS Nos. 134-145 Improve Risk-Based Audits (Webinar) (25WX-5102)25WX-5102 | *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 | |
| 2/4/2026 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Self-Rental Real Estate: Passive Activity and Section 199A (Webinar) (25WX-4916)25WX-4916 | *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 | |
| 1/26/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Fraud and Embezzlement: Case Studies from the Trenches (Webinar) (25WX-5013)25WX-5013 | *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 | |
| 1/30/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New What's Going on at the FASB (Webinar) (25WX-5175)25WX-5175 | *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 | |
| 2/10/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AI Revolution: The Big Picture for CPAs (Webinar) (25WX-5063)25WX-5063 | *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 | |
| 2/3/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Creating an Ethical Work Environment (Webinar) (25WX-4591)25WX-4591 | *Ethical values and principles*Human factors impacting ethical choices*Professional and organizational responsibilities in creating an ethical work environment*Tools for ethical decision making | |
| 1/7/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Risk Assessment Under SAS No. 145: The Key to Audit Quality? (Webinar) (25WX-5466)25WX-5466 | *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 | |
| 2/25/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Create Visuals in Power BI to Successfully Analyze Data (Webinar) (25WX-4426)25WX-4426 | *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 | |
| 12/26/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Create Visuals in Power BI to Successfully Analyze Data (Webinar) (25WX-4825)25WX-4825 | *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 | |
| 1/20/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Invest in Your Mental Health and Avoid Burnout (Webinar) (25WX-4159)25WX-4159 | *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 | |
| 12/9/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| ChatGPT and IRS Taxation Law Research (Webinar) (25WX-5286)25WX-5286 | *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 | |
| 2/16/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Mastering the Excel Lookup Functions (Webinar) (25WX-4662)25WX-4662 | *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 | |
| 1/10/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Advanced Excel: Hidden Secrets and Gems (Webinar) (25WX-5540)25WX-5540 | *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 | |
| 3/2/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Installment sales: Maximize Tax Benefits and Stay Compliant (Webinar) (25WX-4854)25WX-4854 | *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 | |
| 1/22/2026 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Finding Errors in Excel Spreadsheets (Webinar) (25WX-5542)25WX-5542 | *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 | |
| 3/2/2026 | 8 - 10 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-4271)25WX-4271 | *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 | |
| 12/16/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Compilation, Preparation and Review Basics and Peer Reviews (Webinar) (25WX-5446)25WX-5446 | *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 | |
| 2/24/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Criminal Tax: How CPAs Bring Value to Defense Attorneys (Webinar) (25WX-5237)25WX-5237 | *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 | |
| 2/12/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Implementing an AI-Enabled Marketing Strategy for Your Firm (Webinar) (25WX-4519)25WX-4519 | *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 | |
| 1/2/2026 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| CFO Solutions to IRS Problems (Webinar) (25WX-5292)25WX-5292 | *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 | |
| 2/16/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New CPAxPACK Bundle: The Ultimate IRS Guide -- Forms and Collections (Webinar) (25WX-5033)25WX-5033 | *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. | |
| 2/2/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Monthly Federal Tax Updates: December 2025 (Webinar) (25WX-4243)25WX-4243 | *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 | |
| 12/15/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Tax Depreciation: Review and Update (Webinar) (25WX-5247)25WX-5247 | *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 | |
| 2/13/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Accounting for the Gig Economy (Webinar) (25WX-4910)25WX-4910 | *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 | |
| 1/26/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Bumper Sticker Ethics v. Professional Ethics (Webinar) (25WX-4838)25WX-4838 | *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 | |
| 1/21/2026 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| New AI for CPAs: How it Works and How to Apply it (Webinar) (25WX-4579)25WX-4579 | *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 | |
| 1/6/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Internal Control Changes for Remote Workers (Webinar) (25WX-5131)25WX-5131 | *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 | |
| 2/6/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Forensic Accounting: When The Office is a Crime Scene (Webinar) (25WX-5255)25WX-5255 | *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 | |
| 2/13/2026 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New ChatGPT and Advanced Accounting Research (Webinar) (25WX-5450)25WX-5450 | *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 | |
| 2/24/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CPAxPACK Bundle: Monthly Federal Tax Updates -- Stay Informed on Tax! (Webinar) (25WX-5551)25WX-5551 | *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 | |
| 3/2/2026 | 8 a.m. - 4 p.m. | Online | 24 CPE (24 tech, 0 non-tech) | |
| Integrity, Objectivity and Judgment: Values in Action (Webinar) (25WX-4552)25WX-4552 | *AICPA Code of Conduct: Integrity and Objectivity*Case Study: Mortgage crisis of 2007-2010*Case Study: World Com | |
| 1/5/2026 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Get started with Power BI (Webinar) (25WX-4379)25WX-4379 | *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 | |
| 12/22/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Annual Update for Not-for-Profit Accountants and Auditors (Webinar) (25WX-4206)25WX-4206 | *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 | |
| 12/11/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New 1040 Tax Prep Automation with AI Tools (Webinar) (25WX-5658)25WX-5658 | *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 | |
| 3/9/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How to Start a CFO Service (Webinar) (25WX-4266)25WX-4266 | *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 | |
| 12/16/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Annual Update for Governmental Accountants and Auditors (Webinar) (25WX-4717)25WX-4717 | *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 | |
| 1/14/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Behind the Curtain: Exploring IRS Audit Technique Guides (Webinar) (25WX-4598)25WX-4598 | *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 | |
| 1/7/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Advanced Excel: Hidden Secrets and Gems (Webinar) (25WX-4792)25WX-4792 | *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 | |
| 1/19/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New AI Revolution: The Big Picture for CPAs (Webinar) (25WX-5531)25WX-5531 | *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 | |
| 3/2/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CFO Series: December 2025 Webinar Bundle (Webinar) (25WX-4094)25WX-4094 | *Week 1: CFO Series: SALT for CFOs: What You Don't Know & Should Know | CPE: 2 | Field of Study: Tax Discussion Leader: David Barrons, CPA | Date: Friday, December 5, 10:00 am | 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: Enterprise Risk Management Implementation Keys | CPE: 2 | Field of Study: Auditing & Management Services | Discussion Leader: Brian Maturi, MBA, FCA | Date: Friday, December 12, 10:00 am | 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 3: CFO Series: Decoding Balance Sheet Accounting Issues | CPE: 2 | Field of Study: Accounting | Discussion Leader: Bob Mims, CPA | Date: Friday, December 19, 10:00 am | 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. *Week 4: CFO Series: Ethical Decisions Made Easier: Blurred Lines? | CPE: 2 | Field of Study: Regulatory Ethics | Discussion Leader: Rob Berry, CPA | Date: Friday, December 26, 10:00 am | 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. | |
| 12/5/2025 | 10 a.m. - 12 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | 2 Ethics |
| New Google Gemini AI for Accountants (Webinar) (25WX-5515)25WX-5515 | *Google Gemini Quick Start*Gemini Standalone Chatbot*Mobile App*Gemini integration with: Workspace, Gmail,Docs, Sheets, Slides*User Tips | |
| 2/27/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ChatGPT Bootcamp for CPAs with John Higgins (Webinar) (25WX-5548)25WX-5548 | *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 | |
| 3/2/2026 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Income Tax Analysis: Exploring In-Depth Concepts (Webinar) (25WX-5398)25WX-5398 | *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 | |
| 2/20/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Single Audit Update (Webinar) (25WX-4636)25WX-4636 | *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 | |
| 1/9/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The 10 Must Know Excel Features (Webinar) (25WX-4774)25WX-4774 | *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 | |
| 1/16/2026 | 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-4491)25WX-4491 | *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 | |
| 12/31/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Securing Your Data with a Password Management App (Webinar) (25WX-4338)25WX-4338 | *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 | |
| 12/19/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New CPA to CFO (Webinar) (25WX-5480)25WX-5480 | *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 | |
| 2/26/2026 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Complete Guide to Analyze Data with Excel PivotTables (Webinar) (25WX-4975)25WX-4975 | *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 | |
| 1/29/2026 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Leadership Skills of Tomorrow: Delegate and Listen (Webinar) (25WX-5417)25WX-5417 | *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 | |
| 2/23/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| A Culture of Regulatory Ethics: A Competitive Advantage (Webinar) (25WX-4107)25WX-4107 | *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 | |
| 12/5/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| Common Financial Statement Disclosures (Webinar) (25WX-5584)25WX-5584 | *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 | |
| 3/4/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Operations Level Internal Control (Webinar) (25WX-4145)25WX-4145 | *An overview of controls that drive procedures*Considerations for procedural control development*Understanding and controlling risk that arises when organizations change | |
| 12/8/2025 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Creating an Ethical Work Environment (Webinar) (25WX-5363)25WX-5363 | *Ethical values and principles*Human factors impacting ethical choices*Professional and organizational responsibilities in creating an ethical work environment*Tools for ethical decision making | |
| 2/19/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Ethics: IRS Criminal Investigations -- Key Lessons for Accountants (Webinar) (25WX-4511)25WX-4511 | *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 | |
| 1/2/2026 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| ChatGPT and IRS Taxation Law Research (Webinar) (25WX-4417)25WX-4417 | *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 | |
| 12/26/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Taking Advantage of Array Formulas in Excel (Webinar) (25WX-5541)25WX-5541 | *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 | |
| 3/2/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Understanding Internal Control Constructs (Webinar) (25WX-4653)25WX-4653 | *Underlying concepts of internal control*The importance of control measure interdependency | |
| 1/9/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Casualty Losses: Disaster Relief Act of 2024 (Webinar) (25WX-5650)25WX-5650 | *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 | |
| 3/9/2026 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| S Corporations: Calculating Shareholder Basis (Webinar) (25WX-5494)25WX-5494 | *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 | |
| 2/26/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| About the TIGTA: Who Watches the IRS? (Webinar) (25WX-5178)25WX-5178 | *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 | |
| 2/10/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Annual Update for Governments and Not-for-Profits (Webinar) (25WX-4469)25WX-4469 | *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 | |
| 12/30/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Ethics: How to Run Your Business Well (Webinar) (25WX-5675)25WX-5675 | *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" | |
| 3/10/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Defining Where and Why Internal Controls are Needed (Webinar) (25WX-4730)25WX-4730 | *Control design basics*Areas or segments of an enterprise to control*Controls to reduce risk*Controls to drive operations | |
| 1/14/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Side-Hustle CFO (Webinar) (25WX-4128)25WX-4128 | *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 | |
| 12/8/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Advanced Excel for Staff: Build Reports and Analyze Data (Webinar) (25WX-4809)25WX-4809 | *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 | |
| 1/20/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The CFO Who Went to Prison (Webinar) (25WX-4713)25WX-4713 | *The importance of valuesIdentifying success*Ethical dilemmas*Mitigation strategies*Creating tools to help make better decisions*Personal accountability strategies | |
| 1/14/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New CPAxPACK Bundle: Combatting Fraud -- Master Prevention and Detection (Webinar) (25WX-5032)25WX-5032 | *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. | |
| 2/2/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Professional Ethical Considerations for CPAs (Webinar) (25WX-4193)25WX-4193 | *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 | |
| 12/11/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Managerial Accounting: Your Prescription for Better Decisions (Webinar) (25WX-5375)25WX-5375 | *Target profit and break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis*Budgeting | |
| 2/19/2026 | 10 a.m. - 2 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-5495)25WX-5495 | *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 | |
| 2/26/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Building Security and Efficiency With Internal Control (Webinar) (25WX-4323)25WX-4323 | *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 | |
| 12/18/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Tax Season Update for Business with Steve Dilley (Webinar) (25WX-4628)25WX-4628 | *2024/25 legislative developments, cases and rulings impacting various business entity taxpayers*Detailed discussion of the partnership and S corporation Schedule K-1 changes*Business income, deductions and creditsTravel expense reporting*Section 199A update and business losses*Depreciation update: Section 179 and 168(k)*S Corporation and partnership update | |
| 1/8/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Ethics of Recruitment and Selection (Webinar) (25WX-5439)25WX-5439 | *Discussion of ethical and effective recruiting strategies*Selection processes that foster diversity and inclusion*How to increase talent pools to ensure hiring success | |
| 2/24/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Fraud, Controls and Ethics: Best Practices and Case Studies (Webinar) (25WX-5374)25WX-5374 | *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 | |
| 2/19/2026 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
| New How AI Fits into the Accounting World (Webinar) (25WX-5684)25WX-5684 | *An overview of AI constructs*How artificial intelligence is being used by accountants today*Accounting-centric AI developments on the horizon | |
| 3/10/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Create Paginated Reports with Power BI Report Builder (Webinar) (25WX-4131)25WX-4131 | *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 | |
| 12/8/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Selected Ethics Topics 2025 (Webinar) (25WX-4320)25WX-4320 | *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 | |
| 12/18/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Forensic Accounting: When The Office is a Crime Scene (Webinar) (25WX-5326)25WX-5326 | *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 | |
| 2/17/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethics Based Leadership for Women (Webinar) (25WX-4623)25WX-4623 | *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 | |
| 1/8/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Building a Better Budget in a Time of Uncertainty (Webinar) (25WX-4947)25WX-4947 | *Budgets vs. forecasts*Cyclicality*Core earnings & sustainable growth*Identifying key forecast drivers*Reasonableness in forecasting*Approaches to budgeting*Budgeting variances*Horizontal analysis*Flexible budgeting | |
| 1/27/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Current Not-for-Profit Fraud Trends (Webinar) (25WX-4823)25WX-4823 | *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! | |
| 1/20/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Leverage PowerBI.com to Create Data Analysis for Others (Webinar) (25WX-4332)25WX-4332 | *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. | |
| 12/19/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Exercise Your Ethics: Techniques to Improve Ethical Response (Webinar) (25WX-4149)25WX-4149 | *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 | |
| 12/9/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Common Financial Statement Disclosures (Webinar) (25WX-5109)25WX-5109 | *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 | |
| 2/5/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Understanding the New Forms K-2 and K-3 (Webinar) (25WX-4209)25WX-4209 | *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 | |
| 12/12/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Enterprise-Wide Risk Management in Accounting and Finance (Webinar) (25WX-4325)25WX-4325 | *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 | |
| 12/18/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Implementing an AI-Enabled Marketing Strategy for Your Firm (Webinar) (25WX-4966)25WX-4966 | *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 | |
| 1/28/2026 | 8:30 - 9:30 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Using AI to Instantly Transform Ideas into Revenue Streams (Webinar) (25WX-4856)25WX-4856 | *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) | |
| 1/22/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New S Corporations: Comprehensive Walkthrough of Form 1120S (Webinar) (25WX-4419)25WX-4419 | *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 | |
| 12/26/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New CPAxPACK Bundle: Tax Pro's Guide -- Essential Courses for Tax Mastery (Webinar) (25WX-5552)25WX-5552 | *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. | |
| 3/2/2026 | 8 a.m. - 4 p.m. | Online | 12 CPE (12 tech, 0 non-tech) | |
| ChatGPT for Accountants: 50+ Use Cases (Webinar) (25WX-4799)25WX-4799 | *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 | |
| 1/19/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Financial Decisions that Led Two Businessmen to Prison (Webinar) (25WX-4795)25WX-4795 | *Career choices*Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 1/19/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Integrate ChatGPT into Your Client Advisory Services (Webinar) (25WX-5114)25WX-5114 | *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 | |
| 2/5/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Yellow Book Independence and Single Audit Fundamentals (Webinar) (25WX-5188)25WX-5188 | *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 | |
| 2/10/2026 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Microsoft Outlook "Must Know" Email Tips (Webinar) (25WX-4177)25WX-4177 | *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 | |
| 12/10/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| A Culture of Regulatory Ethics: A Competitive Advantage (Webinar) (25WX-4307)25WX-4307 | *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 | |
| 12/17/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| New Not-for-Profit GAAP Update (Webinar) (25WX-4334)25WX-4334 | *Accounting Standard Updates issued by the FASB*Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on | |
| 12/19/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New How to Build a Custom AI Chatbot and GPT in Plain English (Webinar) (25WX-4525)25WX-4525 | *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 | |
| 1/2/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Shortcuts That Excel Users Love (Webinar) (25WX-5497)25WX-5497 | *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. | |
| 2/26/2026 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Becoming Conflict Competent (Webinar) (25WX-4560)25WX-4560 | *Levels of conflict*Strategies to de-escalate conflict*Distinction between miscommunication and conflict*Responses to conflict*Tactics to address, rather than avoid, conflict | |
| 1/6/2026 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| About the TIGTA: Who Watches the IRS? (Webinar) (25WX-5656)25WX-5656 | *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 | |
| 3/9/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Side-Hustle CFO (Webinar) (25WX-4808)25WX-4808 | *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 | |
| 1/20/2026 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New How to Audit Inventory (Webinar) (25WX-4955)25WX-4955 | *Auditing Inventory*Related audit assertions, risks, and threats to inventory*Substantive auditing procedures that staff should perform | |
| 1/28/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New What's Going on at the FASB (Webinar) (25WX-4445)25WX-4445 | *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 | |
| 12/29/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Shortcuts That Excel Users Love (Webinar) (25WX-5162)25WX-5162 | *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. | |
| 2/9/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Fraud, Controls and Ethics: Best Practices and Case Studies (Webinar) (25WX-5267)25WX-5267 | *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 | |
| 2/14/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
| New Installment sales: Maximize Tax Benefits and Stay Compliant (Webinar) (25WX-4150)25WX-4150 | *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 | |
| 12/9/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Learning to Teach Tax as a Second Language (Webinar) (25WX-5539)25WX-5539 | *Accounting as a foreign language*Commonly misunderstood concepts*Communicating tax matters*Client-practitioner interactionsInteracting with tax authorities | |
| 3/2/2026 | 3:30 - 4:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Annual Update for Accountants and Auditors (Webinar) (25WX-5248)25WX-5248 | *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 | |
| 2/13/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| About the TIGTA: Who Watches the IRS? (Webinar) (25WX-4433)25WX-4433 | *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 | |
| 12/27/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Taxation of the Cannabis Industry (Webinar) (25WX-5181)25WX-5181 | *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 | |
| 2/10/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Tax Depreciation: Review and Update (Webinar) (25WX-4195)25WX-4195 | *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 | |
| 12/11/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New A&A Update With Technology Implementation (Webinar) (25WX-4207)25WX-4207 | *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) | |
| 12/11/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New AICPA Regulatory Ethics Update (Webinar) (25WX-4414)25WX-4414 | *The Professional Ethics Executive Committee's updated ethics rules*An overview of recently issued ethics rules that CPAs need to know to be compliant | |
| 12/26/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| About the TIGTA: Who Watches the IRS? (Webinar) (25WX-4696)25WX-4696 | *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 | |
| 1/13/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Synchronize Your Files to the Cloud With SharePoint (Webinar) (25WX-4677)25WX-4677 | *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 | |
| 1/12/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| PCAOB and SEC Update (Webinar) (25WX-4940)25WX-4940 | *Developments at the PCAOB*Recent trends in SEC comment letters*Enforcement actions and administrative proceedings*Conclusions and predictions for the future | |
| 1/27/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Income Tax Analysis: Exploring In-Depth Concepts (Webinar) (25WX-5596)25WX-5596 | *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 | |
| 3/4/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New A&A Update With Technology Implementation (Webinar) (25WX-5164)25WX-5164 | *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) | |
| 2/9/2026 | 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-5240)25WX-5240 | *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 | |
| 2/12/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Mastering the Excel Lookup Functions (Webinar) (25WX-5396)25WX-5396 | *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 | |
| 2/20/2026 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Comprehensive Audit and SSARS Update (Webinar) (25WX-4802)25WX-4802 | *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 | |
| 1/19/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Managerial Accounting: Your Prescription for Better Decisions (Webinar) (25WX-4641)25WX-4641 | *Target profit and break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis*Budgeting | |
| 1/9/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Microsoft Outlook "Must Know" Email Tips (Webinar) (25WX-5613)25WX-5613 | *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 | |
| 3/5/2026 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Common Financial Statement Disclosures (Webinar) (25WX-4148)25WX-4148 | *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 | |
| 12/9/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Best Non-Google Search Tools for Accountants (Webinar) (25WX-4216)25WX-4216 | *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 | |
| 12/12/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Taxation of the Cannabis Industry (Webinar) (25WX-4356)25WX-4356 | *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 | |
| 12/20/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Noble Leadership: An Ethical Approach (Webinar) (25WX-4235)25WX-4235 | *Leadership Definition*Virtue Ethics*Relationship of Virtue Ethics to Leadership*Characteristics of the Noble Leader*Actions to create a culture of respect and dignity | |
| 12/13/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Google Gemini AI for Accountants (Webinar) (25WX-4416)25WX-4416 | *Google Gemini Quick Start*Gemini Standalone Chatbot*Mobile App*Gemini integration with: Workspace, Gmail,Docs, Sheets, Slides*User Tips | |
| 12/26/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New How AI Fits into the Accounting World (Webinar) (25WX-5204)25WX-5204 | *An overview of AI constructs*How artificial intelligence is being used by accountants today*Accounting-centric AI developments on the horizon | |
| 2/11/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Tax Implications of Retirement Plan Distributions (Webinar) (25WX-4234)25WX-4234 | *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 | |
| 12/13/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New AI FAQs for Accountants (Webinar) (25WX-5411)25WX-5411 | *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 | |
| 2/23/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Long-Term Care Insurance: Make the Switch (Webinar) (25WX-4155)25WX-4155 | *The need to fund for long-term care in America*Client's attitudes and misconceptions*Innovative long-term care solutions and funding | |
| 12/9/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New GPT Builder for Accountants (Webinar) (25WX-4742)25WX-4742 | *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 | |
| 1/15/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New What's Going on at the FASB (Webinar) (25WX-5437)25WX-5437 | *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 | |
| 2/24/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| What You Can Learn From the Statement of Cash Flows (Webinar) (25WX-4461)25WX-4461 | *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 | |
| 12/30/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Tactics to Find Work-Life Balance in a Complex World (Webinar) (25WX-5318)25WX-5318 | *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 | |
| 2/17/2026 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Finding Errors in Excel Spreadsheets (Webinar) (25WX-4646)25WX-4646 | *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 | |
| 1/9/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Integrate ChatGPT into Your Client Advisory Services (Webinar) (25WX-5642)25WX-5642 | *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 | |
| 3/6/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New SECURE Act 2.0 and Updates (Webinar) (25WX-5406)25WX-5406 | *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 | |
| 2/23/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Generative AI in Practice: Boost Efficiency and Profitability (Webinar) (25WX-5679)25WX-5679 | *Implementing AI for accounting automation*Enhancing auditing processes with AI tools*AI applications in tax compliance*Leveraging AI for business advisory services | |
| 3/10/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethical Considerations in Working with Cannabis (Webinar) (25WX-5021)25WX-5021 | *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 | |
| 2/2/2026 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| New Unlocking Deep Secrets: Case Studies in Financial Analysis (Webinar) (25WX-5040)25WX-5040 | *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 | |
| 2/2/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Exploring Internal Controls That Could Have Prevented Frauds (Webinar) (25WX-4384)25WX-4384 | *Examination of actual frauds*Discussion of internal controls that could have prevented the frauds*Contemplation of epiphanies for your own professional scenarios | |
| 12/23/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Microsoft 365: Save More Time, Make More Money (Webinar) (25WX-4337)25WX-4337 | *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 | |
| 12/19/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New AI for CPAs: How it Works and How to Apply it (Webinar) (25WX-5325)25WX-5325 | *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 | |
| 2/17/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Ethics of Self-Esteem For Women (Webinar) (25WX-4303)25WX-4303 | *Self-Esteem: What is it?*Belief systems*Benefits of high delf rsteem*Minimizing traps of low self esteem*Components of high self esteem | |
| 12/17/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Accounting for and Auditing Cryptocurrency and Digital Assets (Webinar) (25WX-4783)25WX-4783 | *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 | |
| 1/19/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Tax Season Update for Individuals with Steve Dilley (Webinar) (25WX-5300)25WX-5300 | *2024/25 legislative developments, cases and rulings impacting individual taxpayers*Changes to Form 1040 and other related forms, worksheets and schedules*Individual income items, itemized deductions and credits*Updated tax rate schedule and other inflation adjusted items*Implications for self-employed taxpayers of various legislation*Section 199A changes, including use of carryforward passive activity and 199A losses*Capital gains and losses*Passive activity and hobby loss rules changes | |
| 2/16/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 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) | |
| Controls to Secure the Growing Digital Footprint (Webinar) (25WX-4559)25WX-4559 | *Securing individual documents*Protecting information resident in the Cloud*Securing data stored on or accessed by mobile devices | |
| 1/5/2026 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Using e-Signature Software to Process Agreements (Webinar) (25WX-5576)25WX-5576 | *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 | |
| 3/3/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Forgotten Managerial Accounting Tools for CPAs (Webinar) (25WX-5479)25WX-5479 | *Target profit analysis*Break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis | |
| 2/26/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Google Gemini AI for Accountants (Webinar) (25WX-5153)25WX-5153 | *Google Gemini Quick Start*Gemini Standalone Chatbot*Mobile App*Gemini integration with: Workspace, Gmail,Docs, Sheets, Slides*User Tips | |
| 2/9/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Forensic Accounting: Crafting Expert Reports (Webinar) (25WX-4535)25WX-4535 | *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 | |
| 1/2/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| New AI Privacy, Security and Compliance Masterclass (Webinar) (25WX-5210)25WX-5210 | *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 | |
| 2/11/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AI Lessons Learned for Accountants (Webinar) (25WX-5249)25WX-5249 | *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 | |
| 2/13/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accounting of the Soul: Making the World a Better Place (Webinar) (25WX-5116)25WX-5116 | *Overview of Virtue Ethics and the Common Good*Professionalism*The Virtue of Compassion*Gossip in the Workplace*Gratitude | |
| 2/6/2026 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Criminal Tax: How CPAs Bring Value to Defense Attorneys (Webinar) (25WX-5523)25WX-5523 | *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 | |
| 2/27/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AI FAQs for Accountants (Webinar) (25WX-4448)25WX-4448 | *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 | |
| 12/29/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Controls to Secure the Growing Digital Footprint (Webinar) (25WX-5623)25WX-5623 | *Securing individual documents*Protecting information resident in the Cloud*Securing data stored on or accessed by mobile devices | |
| 3/5/2026 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Generative AI Strategy for Accountants (Webinar) (25WX-4186)25WX-4186 | *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 | |
| 12/10/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New What's Going on at the FASB (Webinar) (25WX-4355)25WX-4355 | *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 | |
| 12/20/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Building a Better Budget in a Time of Uncertainty (Webinar) (25WX-5011)25WX-5011 | *Budgets vs. forecasts*Cyclicality*Core earnings & sustainable growth*Identifying key forecast drivers*Reasonableness in forecasting*Approaches to budgeting*Budgeting variances*Horizontal analysis*Flexible budgeting | |
| 1/30/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Integrity, Objectivity and Judgment: Values in Action (Webinar) (25WX-5394)25WX-5394 | *AICPA Code of Conduct: Integrity and Objectivity*Case Study: Mortgage crisis of 2007-2010*Case Study: World Com | |
| 2/20/2026 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Shortcuts That Excel Users Love (Webinar) (25WX-5665)25WX-5665 | *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. | |
| 3/9/2026 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| ChatGPT and IRS Taxation Law Research (Webinar) (25WX-4154)25WX-4154 | *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 | |
| 12/9/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 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) | |
| New Hot Topics Audit and Attest Update (Webinar) (25WX-4542)25WX-4542 | *Recent quality improvements to the SASs and SSARs*Other matters that should be on your radar | |
| 1/5/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Best Practices: Conducting Meaningful Walkthroughs (Webinar) (25WX-5298)25WX-5298 | *Review of audit procedures*Documentation requirements*Real world examples of red flags that may arise | |
| 2/16/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: IRS Criminal Investigations -- Key Lessons for Accountants (Webinar) (25WX-4372)25WX-4372 | *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 | |
| 12/22/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Casualty Losses: Disaster Relief Act of 2024 (Webinar) (25WX-4354)25WX-4354 | *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 | |
| 12/20/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Taking Advantage of Array Formulas in Excel (Webinar) (25WX-4345)25WX-4345 | *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 | |
| 12/19/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Annual Update for Accountants and Auditors (Webinar) (25WX-4761)25WX-4761 | *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 | |
| 1/16/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Forgotten Managerial Accounting Tools for CPAs (Webinar) (25WX-4996)25WX-4996 | *Target profit analysis*Break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis | |
| 1/30/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Advanced Excel: Hidden Secrets and Gems (Webinar) (25WX-5034)25WX-5034 | *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 | |
| 2/2/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Google Gemini AI for Accountants (Webinar) (25WX-4137)25WX-4137 | *Google Gemini Quick Start*Gemini Standalone Chatbot*Mobile App*Gemini integration with: Workspace, Gmail,Docs, Sheets, Slides*User Tips | |
| 12/8/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Ethical Intelligence for Artificial Intelligence (Webinar) (25WX-5594)25WX-5594 | *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 | |
| 3/4/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Financial Decisions that Led Two Businessmen to Prison (Webinar) (25WX-5574)25WX-5574 | *Career choices*Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 3/3/2026 | 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-4166)25WX-4166 | *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 | |
| 12/9/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Revision to Government Auditing Standards Impact (Webinar) (25WX-5107)25WX-5107 | *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 | |
| 2/5/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Cryptocurrency 15 Years Later: A Market Update (Webinar) (25WX-4359)25WX-4359 | *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 | |
| 12/20/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Understanding and Creating an Internal Control System (Webinar) (25WX-5317)25WX-5317 | *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 | |
| 2/17/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New AI Lessons Learned for Accountants (Webinar) (25WX-4932)25WX-4932 | *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 | |
| 1/27/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Business Tax Update: Recent Developments (Webinar) (25WX-4457)25WX-4457 | *2024/25 legislation impacting business taxpayers*Extenders legislation update*Meals and entertainment expense reporting*Partnership and S corporation updateIncome and deductions | |
| 12/29/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Current Not-for-Profit Fraud Trends (Webinar) (25WX-4627)25WX-4627 | *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! | |
| 1/8/2026 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Money Laundering 101 for CPAs (Webinar) (25WX-5388)25WX-5388 | *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 | |
| 2/20/2026 | 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-4421)25WX-4421 | *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 | |
| 12/26/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Will Your Ethics Be Burned by Burnout? (Webinar) (25WX-4776)25WX-4776 | *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 | |
| 1/16/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Walter Haig's SSARS Prep, Comp and Review Update (Webinar) (25WX-5216)25WX-5216 | *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 | |
| 2/12/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| How Much Are Your Ethics Worth? (Webinar) (25WX-5529)25WX-5529 | *Understanding ethics*Available tools to aid in ethical decision making*The role of bias in making ethical decisions*Application through case studies | |
| 3/2/2026 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Building a Better Budget in a Time of Uncertainty (Webinar) (25WX-5451)25WX-5451 | *Budgets vs. forecasts*Cyclicality*Core earnings & sustainable growth*Identifying key forecast drivers*Reasonableness in forecasting*Approaches to budgeting*Budgeting variances*Horizontal analysis*Flexible budgeting | |
| 2/24/2026 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Advanced Cybersecurity: Beyond the Basics (Webinar) (25WX-5001)25WX-5001 | *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 | |
| 1/30/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New CPAxPACK Bundle: Forensic Accounting -- Investigate, Analyze, Report (Webinar) (25WX-4531)25WX-4531 | *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. | |
| 1/2/2026 | 8 a.m. - 4 p.m. | Online | 12 CPE (12 tech, 0 non-tech) | 4 Ethics |
| Integrate ChatGPT into Your Client Advisory Services (Webinar) (25WX-4163)25WX-4163 | *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 | |
| 12/9/2025 | 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-5330)25WX-5330 | *Overview of Virtue Ethics and the Common Good*Professionalism*The Virtue of Compassion*Gossip in the Workplace*Gratitude | |
| 2/18/2026 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Accounting for and Auditing Cryptocurrency and Digital Assets (Webinar) (25WX-4586)25WX-4586 | *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 | |
| 1/7/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics of AI: A CPA's Guide (Webinar) (25WX-4402)25WX-4402 | *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 | |
| 12/23/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Supporting Mental Wellness to Thrive in Work and Life (Webinar) (25WX-4075)25WX-4075 | *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 | |
| 12/4/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Retirement Planning: Next Stage for You or Your Client (Webinar) (25WX-4563)25WX-4563 | *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 | |
| 1/6/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Hot Topics Audit and Attest Update (Webinar) (25WX-4212)25WX-4212 | *Recent quality improvements to the SASs and SSARs*Other matters that should be on your radar | |
| 12/12/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Forensic Accounting: When The Office is a Crime Scene (Webinar) (25WX-4296)25WX-4296 | *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 | |
| 12/17/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Supporting Mental Wellness to Thrive in Work and Life (Webinar) (25WX-4486)25WX-4486 | *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 | |
| 12/31/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| What if Your Client Didn't Take Reasonable Compensation (Webinar) (25WX-4223)25WX-4223 | *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 | |
| 12/12/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Ethical Performance Management (Webinar) (25WX-4415)25WX-4415 | *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 | |
| 12/26/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New AI Lessons Learned for Accountants (Webinar) (25WX-5438)25WX-5438 | *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 | |
| 2/24/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Advanced Cybersecurity: Beyond the Basics (Webinar) (25WX-5525)25WX-5525 | *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 | |
| 2/27/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Using ChatGPT with Excel (Webinar) (25WX-4999)25WX-4999 | *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 | |
| 1/30/2026 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Invest in Your Mental Health and Avoid Burnout (Webinar) (25WX-4551)25WX-4551 | *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 | |
| 1/5/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New How Recent Auditing Standards Improve Risk-Based Audits (Webinar) (25WX-4760)25WX-4760 | *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 | |
| 1/16/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Forensic Accounting: Finding Hidden Treasure in Tax Returns (Webinar) (25WX-5668)25WX-5668 | *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 | |
| 3/9/2026 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethics: IRS Criminal Investigations -- Key Lessons for Accountants (Webinar) (25WX-4236)25WX-4236 | *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 | |
| 12/13/2025 | 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-5424)25WX-5424 | *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 | |
| 2/23/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CPAxPACK Bundle: Monthly Federal Tax Updates -- Stay Informed on Tax! (Webinar) (25WX-5046)25WX-5046 | *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 | |
| 2/2/2026 | 8 a.m. - 4 p.m. | Online | 24 CPE (24 tech, 0 non-tech) | |
| An Exhaustive Look At Fraud and Ways To Control It (Webinar) (25WX-5091)25WX-5091 | *Fraudulent acts initiated from outside organizations*Why internal fraud occurs*The importance of fighting cyber-fraud*Steps that verify anti-fraud activities are working | |
| 2/4/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| How to Start a CFO Service (Webinar) (25WX-4507)25WX-4507 | *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 | |
| 1/2/2026 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Role of Internal Control in the Risk-Based Audit (Webinar) (25WX-4710)25WX-4710 | *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 | |
| 1/14/2026 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Ethical Management of Conflict (Webinar) (25WX-5061)25WX-5061 | *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 | |
| 2/3/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Create Measures in Power BI That Define Your Metrics (Webinar) (25WX-4927)25WX-4927 | *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 | |
| 1/27/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Monthly Federal Tax Updates: February 2026 (Webinar) (25WX-5020)25WX-5020 | *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 | |
| 2/2/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Exercise Your Ethics: Techniques to Improve Ethical Response (Webinar) (25WX-5057)25WX-5057 | *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 | |
| 2/3/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Using ChatGPT with Excel (Webinar) (25WX-4096)25WX-4096 | *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 | |
| 12/5/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Generative AI in Practice: Boost Efficiency and Profitability (Webinar) (25WX-5155)25WX-5155 | *Implementing AI for accounting automation*Enhancing auditing processes with AI tools*AI applications in tax compliance*Leveraging AI for business advisory services | |
| 2/9/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| An Ethical Approach to Mental Health Issues at Work (Webinar) (25WX-5005)25WX-5005 | *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 | |
| 1/30/2026 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Fraud and Embezzlement: Case Studies from the Trenches (Webinar) (25WX-5132)25WX-5132 | *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 | |
| 2/6/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Fraud, Controls and Ethics: Best Practices and Case Studies (Webinar) (25WX-4458)25WX-4458 | *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 | |
| 12/29/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
| Build a Data Model for Analysis in Power BI (Webinar) (25WX-5077)25WX-5077 | *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 | |
| 2/3/2026 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Ethical Management of Conflict (Webinar) (25WX-4446)25WX-4446 | *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 | |
| 12/29/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Exploring Internal Controls That Could Have Prevented Frauds (Webinar) (25WX-4562)25WX-4562 | *Examination of actual frauds*Discussion of internal controls that could have prevented the frauds*Contemplation of epiphanies for your own professional scenarios | |
| 1/6/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Tax Depreciation: Review and Update (Webinar) (25WX-5587)25WX-5587 | *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 | |
| 3/4/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AI FAQs for Accountants (Webinar) (25WX-4812)25WX-4812 | *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 | |
| 1/20/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: IRS Criminal Investigations -- Key Lessons for Accountants (Webinar) (25WX-5384)25WX-5384 | *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 | |
| 2/20/2026 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Mastering the Art of Conflict: CPA Transformative Strategies (Webinar) (25WX-4146)25WX-4146 | *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 | |
| 12/8/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| New Implementing an AI-Enabled Marketing Strategy for Your Firm (Webinar) (25WX-5160)25WX-5160 | *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 | |
| 2/9/2026 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Generative AI in Practice: Boost Efficiency and Profitability (Webinar) (25WX-4721)25WX-4721 | *Implementing AI for accounting automation*Enhancing auditing processes with AI tools*AI applications in tax compliance*Leveraging AI for business advisory services | |
| 1/14/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ChatGPT and Advanced Financial Analysis for Accountants (Webinar) (25WX-4449)25WX-4449 | *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 | |
| 12/29/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Internal Control Changes for Remote Workers (Webinar) (25WX-4182)25WX-4182 | *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 | |
| 12/10/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Individual Tax Update: Recent Developments (Webinar) (25WX-4992)25WX-4992 | *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 | |
| 1/29/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethical Considerations in Working with Cannabis (Webinar) (25WX-4053)25WX-4053 | *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 | |
| 12/3/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| New AI Privacy, Security and Compliance Masterclass (Webinar) (25WX-4683)25WX-4683 | *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 | |
| 1/12/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Taking Advantage of Array Formulas in Excel (Webinar) (25WX-5070)25WX-5070 | *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 | |
| 2/3/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Annual Update for Not-for-Profit Accountants and Auditors (Webinar) (25WX-4800)25WX-4800 | *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 | |
| 1/19/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Side-Hustle CFO (Webinar) (25WX-4429)25WX-4429 | *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 | |
| 12/27/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Ethics at Work: Diversity, Equity and Inclusion (Webinar) (25WX-4804)25WX-4804 | *Overview of ethics*Ethical values and principles*DEI working definitions*Unconscious bias, assumptions, microaggressions*Standing Up and Speaking Out*DEI and Organizational Responsibility | |
| 1/20/2026 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New CFO Series: Enterprise Risk Management Implementation Keys (Webinar) (25WX-4219)25WX-4219 | *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 | |
| 12/12/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Selected Ethics Topics 2025 (Webinar) (25WX-5202)25WX-5202 | *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 | |
| 2/11/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| About the TIGTA: Who Watches the IRS? (Webinar) (25WX-4958)25WX-4958 | *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 | |
| 1/28/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Walter Haig's AICPA Auditing Standards Update (Webinar) (25WX-5293)25WX-5293 | *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) | |
| 2/16/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Financial Decisions that Led Two Businessmen to Prison (Webinar) (25WX-5113)25WX-5113 | *Career choices*Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 2/5/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Reasonable Compensation for S Corps (Webinar) (25WX-4746)25WX-4746 | *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 | |
| 1/15/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Navigating IRS Collections: The Collection Process (Webinar) (25WX-5490)25WX-5490 | *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 | |
| 2/26/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Beyond the Basics: Financial Ratios You Might Be Overlooking (Webinar) (25WX-5194)25WX-5194 | *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 | |
| 2/11/2026 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Yellow Book Independence and Single Audit Fundamentals (Webinar) (25WX-4651)25WX-4651 | *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 | |
| 1/9/2026 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| IRS Penalties and Abatements (Webinar) (25WX-4190)25WX-4190 | *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 | |
| 12/11/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Power BI: Bringing it All Together for Data Analysis (Webinar) (25WX-5674)25WX-5674 | *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 | |
| 3/10/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Ethics and Civility in the Workplace (Webinar) (25WX-4369)25WX-4369 | *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 | |
| 12/22/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Hot Topics Accounting Update (Webinar) (25WX-4833)25WX-4833 | *New accounting standards*The impact on Financial Reporting*Hot topics in financial reporting*Current and emerging US GAAP requirements | |
| 1/21/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Build a Data Model for Analysis in Power BI (Webinar) (25WX-4305)25WX-4305 | *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 | |
| 12/17/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Shortcuts That Excel Users Love (Webinar) (25WX-4943)25WX-4943 | *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. | |
| 1/27/2026 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| ChatGPT and Advanced Financial Analysis for Accountants (Webinar) (25WX-4358)25WX-4358 | *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 | |
| 12/20/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Unlocking Deep Secrets: Case Studies in Financial Analysis (Webinar) (25WX-5348)25WX-5348 | *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 | |
| 2/18/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| What You Can Learn From the Statement of Cash Flows (Webinar) (25WX-5503)25WX-5503 | *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 | |
| 2/27/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Governmental GAAP Update: Navigating GASB Standards (Webinar) (25WX-4175)25WX-4175 | *New GASB standards: GASB 100, Accounting Changes and Error Corrections*GASB 101, Compensated Absences*Practical case studies | |
| 12/10/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: Giving Thanks -- How to Master the Art of Gratitude (Webinar) (25WX-4278)25WX-4278 | *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 | |
| 12/16/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| How SAS Nos. 134-145 Improve Risk-Based Audits (Webinar) (25WX-4578)25WX-4578 | *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 | |
| 1/6/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New CPAxPACK Bundle: The Ultimate IRS Guide -- Forms and Collections (Webinar) (25WX-4516)25WX-4516 | *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. | |
| 1/2/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Supervision/Management Competencies: An Ethical Approach (Webinar) (25WX-5257)25WX-5257 | *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 | |
| 2/13/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Understanding Internal Control Constructs (Webinar) (25WX-5468)25WX-5468 | *Underlying concepts of internal control*The importance of control measure interdependency | |
| 2/25/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New CFO Series: SALT for CFOs -- What You Don't Know and Should Know (Webinar) (25WX-4105)25WX-4105 | *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 | |
| 12/5/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Leadershift Ethics: Things Must Change! (Webinar) (25WX-5092)25WX-5092 | *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 | |
| 2/4/2026 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Build a Data Model for Analysis in Power BI (Webinar) (25WX-5502)25WX-5502 | *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 | |
| 2/27/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Fraud and Embezzlement: Case Studies from the Trenches (Webinar) (25WX-5493)25WX-5493 | *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 | |
| 2/26/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Side-Hustle CFO (Webinar) (25WX-5307)25WX-5307 | *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 | |
| 2/17/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New AI Prompt Engineering Masterclass for Accountants (Webinar) (25WX-4765)25WX-4765 | *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 | |
| 1/16/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Integrate ChatGPT into Your Client Advisory Services (Webinar) (25WX-5322)25WX-5322 | *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 | |
| 2/17/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Avoiding the Most Misapplied Audit Concepts (Webinar) (25WX-4258)25WX-4258 | *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 | |
| 12/15/2025 | 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-4976)25WX-4976 | *Introduction to Copilot in Excel*Automating Tasks and Enhancing Productivity*Advanced Data Insights with Copilot | |
| 1/29/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Leadershift Ethics: Things Must Change! (Webinar) (25WX-4062)25WX-4062 | *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 | |
| 12/3/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| More Money: Strategic Ways to Improve Cash Flow (Webinar) (25WX-4709)25WX-4709 | *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 | |
| 1/13/2026 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Analyzing Financial Statements (Webinar) (25WX-4926)25WX-4926 | *Balance sheet analysis*Income statement analysis*Cash flow statement analysis*Clues in the notes and MD&A*Industry nuances | |
| 1/27/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Walter Haig's AICPA Auditing Standards Update (Webinar) (25WX-4893)25WX-4893 | *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) | |
| 1/23/2026 | 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-4600)25WX-4600 | *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 | |
| 1/7/2026 | 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-5432)25WX-5432 | *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 | |
| 2/24/2026 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Comprehensive Accounting and Financial Reporting Update (Webinar) (25WX-4382)25WX-4382 | *CECL for nonfinancial institutions*Accounting for Paycheck Protection Program loans*Accounting for web-hosting services*Revenue recognition*Leases*FASB projects in progress | |
| 12/22/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Navigating IRS Correspondence: Responding to IRS Letters (Webinar) (25WX-4249)25WX-4249 | *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 | |
| 12/15/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Not-for-Profit GAAP Update (Webinar) (25WX-5436)25WX-5436 | *Accounting Standard Updates issued by the FASB*Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on | |
| 2/24/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethics of Self-Esteem For Women (Webinar) (25WX-5321)25WX-5321 | *Self-Esteem: What is it?*Belief systems*Benefits of high delf rsteem*Minimizing traps of low self esteem*Components of high self esteem | |
| 2/17/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Ethical Considerations in Working with Cannabis (Webinar) (25WX-5279)25WX-5279 | *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 | |
| 2/16/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Ethics Based Leadership for Women (Webinar) (25WX-4844)25WX-4844 | *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 | |
| 1/21/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Leadershift: Drive Results Through Ethical Performance Management (Webinar) (25WX-5189)25WX-5189 | *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 | |
| 2/10/2026 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| New Unlock the Power of AI with Copilot in Excel (Webinar) (25WX-5431)25WX-5431 | *Introduction to Copilot in Excel*Automating Tasks and Enhancing Productivity*Advanced Data Insights with Copilot | |
| 2/24/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Forensic Accounting: Investigating Divorce Cases (Webinar) (25WX-5051)25WX-5051 | *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 | |
| 2/2/2026 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| ChatGPT and Advanced Financial Analysis for Accountants (Webinar) (25WX-5225)25WX-5225 | *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 | |
| 2/12/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Monthly Federal Tax Updates: January 2026 (Webinar) (25WX-4536)25WX-4536 | *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 | |
| 1/5/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New ChatGPT and Advanced Accounting Research (Webinar) (25WX-4625)25WX-4625 | *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 | |
| 1/8/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Create Paginated Reports with Power BI Report Builder (Webinar) (25WX-5357)25WX-5357 | *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 | |
| 2/19/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Integrate ChatGPT into Your Client Advisory Services (Webinar) (25WX-4865)25WX-4865 | *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 | |
| 1/22/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Money Laundering 101 for CPAs (Webinar) (25WX-4360)25WX-4360 | *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 | |
| 12/20/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Yellow Book Ethics (Webinar) (25WX-5567)25WX-5567 | *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 | |
| 3/3/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Partnership Tax Updates (Webinar) (25WX-4308)25WX-4308 | *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 | |
| 12/18/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New A&A Update With Technology Implementation (Webinar) (25WX-4100)25WX-4100 | *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) | |
| 12/5/2025 | 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-5082)25WX-5082 | *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 | |
| 2/4/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| ChatGPT for Accountants: 50+ Use Cases (Webinar) (25WX-5399)25WX-5399 | *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 | |
| 2/20/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Monthly Federal Tax Updates: March 2026 (Webinar) (25WX-5646)25WX-5646 | *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 | |
| 3/9/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AICPA Regulatory Ethics Update (Webinar) (25WX-5568)25WX-5568 | *The Professional Ethics Executive Committee's updated ethics rules*An overview of recently issued ethics rules that CPAs need to know to be compliant | |
| 3/3/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Create Visuals in Power BI to Successfully Analyze Data (Webinar) (25WX-5457)25WX-5457 | *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 | |
| 2/25/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| I Spy with My Little Eye...an Illegality (Webinar) (25WX-5443)25WX-5443 | *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 | |
| 2/24/2026 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| New Using AI to Instantly Transform Ideas into Revenue Streams (Webinar) (25WX-4059)25WX-4059 | *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) | |
| 12/3/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Ethical Considerations of the New AICPA SSTS Rules (Webinar) (25WX-4672)25WX-4672 | *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 | |
| 1/12/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Retirement Planning: Next Stage for You or Your Client (Webinar) (25WX-4189)25WX-4189 | *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 | |
| 12/11/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Using e-Signature Software to Process Agreements (Webinar) (25WX-4794)25WX-4794 | *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 | |
| 1/19/2026 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| What You Can Learn From the Statement of Cash Flows (Webinar) (25WX-4687)25WX-4687 | *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 | |
| 1/13/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Ethical Intelligence for Artificial Intelligence (Webinar) (25WX-5074)25WX-5074 | *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 | |
| 2/3/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| An Exhaustive Look At Fraud and Ways To Control It (Webinar) (25WX-4108)25WX-4108 | *Fraudulent acts initiated from outside organizations*Why internal fraud occurs*The importance of fighting cyber-fraud*Steps that verify anti-fraud activities are working | |
| 12/5/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Ethical Management of Conflict (Webinar) (25WX-5004)25WX-5004 | *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 | |
| 1/30/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Microsoft Teams: Everything You Need to Know From A to Z (Webinar) (25WX-4089)25WX-4089 | *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 | |
| 12/4/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| How Fraud Can Affect Smaller Organizations (Webinar) (25WX-5403)25WX-5403 | *The reasons for fraud*Fraudulent acts that are initiated against smaller organizations*Methods to stop fraud attempts against small businesses | |
| 2/20/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Partnership Tax Updates (Webinar) (25WX-5142)25WX-5142 | *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 | |
| 2/9/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Revision to Government Auditing Standards Impact (Webinar) (25WX-5626)25WX-5626 | *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 | |
| 3/6/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New CFO and Controller Critical Skills: Budgeting and Forecasting (Webinar) (25WX-4701)25WX-4701 | *Overview of budgeting tools*Overview of difference between budgeting and forecasting*Examples of various budgeting and forecasting techniques | |
| 1/13/2026 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Tax Season Update for Individuals with Steve Dilley (Webinar) (25WX-5098)25WX-5098 | *2024/25 legislative developments, cases and rulings impacting individual taxpayers*Changes to Form 1040 and other related forms, worksheets and schedules*Individual income items, itemized deductions and credits*Updated tax rate schedule and other inflation adjusted items*Implications for self-employed taxpayers of various legislation*Section 199A changes, including use of carryforward passive activity and 199A losses*Capital gains and losses*Passive activity and hobby loss rules changes | |
| 2/4/2026 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Get started with Power BI (Webinar) (25WX-4160)25WX-4160 | *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 | |
| 12/9/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Cryptocurrency 15 Years Later: A Market Update (Webinar) (25WX-4767)25WX-4767 | *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 | |
| 1/16/2026 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Entertainment, Meals and Travel Expenses: Review and Update (Webinar) (25WX-5311)25WX-5311 | *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 | |
| 2/17/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AICPA Regulatory Ethics Update (Webinar) (25WX-4811)25WX-4811 | *The Professional Ethics Executive Committee's updated ethics rules*An overview of recently issued ethics rules that CPAs need to know to be compliant | |
| 1/20/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Hot Topics Accounting Update (Webinar) (25WX-5628)25WX-5628 | *New accounting standards*The impact on Financial Reporting*Hot topics in financial reporting*Current and emerging US GAAP requirements | |
| 3/6/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New ChatGPT Vision for Financial Analysis (Webinar) (25WX-4073)25WX-4073 | *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 | |
| 12/4/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Deep Dive Into Common Auditing Deficiencies (Webinar) (25WX-5351)25WX-5351 | *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 | |
| 2/18/2026 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Using ChatGPT with Excel (Webinar) (25WX-4441)25WX-4441 | *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 | |
| 12/29/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Fraud Case Studies: 21st Century Professional Misbehavior (Webinar) (25WX-5050)25WX-5050 | *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 | |
| 2/2/2026 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
| Internal Control Changes for Remote Workers (Webinar) (25WX-5538)25WX-5538 | *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 | |
| 3/2/2026 | 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-4948)25WX-4948 | *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 | |
| 1/28/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Financial and Tax Accounting for S Corporations and Partnerships (Webinar) (25WX-5147)25WX-5147 | *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 | |
| 2/9/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Forensic Accounting: Crafting Expert Reports (Webinar) (25WX-5557)25WX-5557 | *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 | |
| 3/2/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| New Casualty Losses: Disaster Relief Act of 2024 (Webinar) (25WX-5269)25WX-5269 | *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 | |
| 2/14/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Clean, Transform and Load Data in Power BI (Webinar) (25WX-5347)25WX-5347 | *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 | |
| 2/18/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New How to Build a Custom AI Chatbot and GPT in Plain English (Webinar) (25WX-4281)25WX-4281 | *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 | |
| 12/16/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Unlocking Deep Secrets: Case Studies in Financial Analysis (Webinar) (25WX-4400)25WX-4400 | *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 | |
| 12/23/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Current Not-for-Profit Fraud Trends (Webinar) (25WX-5500)25WX-5500 | *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! | |
| 2/26/2026 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| ChatGPT and Complex Financial and HR Conversations (Webinar) (25WX-5111)25WX-5111 | *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 | |
| 2/5/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Understanding and Creating an Internal Control System (Webinar) (25WX-4821)25WX-4821 | *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 | |
| 1/20/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| ChatGPT: What Every CPA Should Know (Webinar) (25WX-4450)25WX-4450 | *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 | |
| 12/29/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| More Money: Strategic Ways to Improve Cash Flow (Webinar) (25WX-4237)25WX-4237 | *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 | |
| 12/13/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Keeping Up With the FASB (Webinar) (25WX-5379)25WX-5379 | *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 | |
| 2/20/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Internal Control: Testing for Operating Effectiveness (Webinar) (25WX-4401)25WX-4401 | *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 | |
| 12/23/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Compilation, Preparation and Review Basics and Peer Reviews (Webinar) (25WX-4222)25WX-4222 | *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 | |
| 12/12/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 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) | |
| New Ethical Intelligence for Artificial Intelligence (Webinar) (25WX-4381)25WX-4381 | *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 | |
| 12/22/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Ethical AI Practices for CPAs: Ensuring Responsible Use (Webinar) (25WX-4909)25WX-4909 | *Understanding ethical implications of AI*Data privacy and security considerations*Compliance with regulations and professional standards*Developing ethical AI policies and procedures | |
| 1/26/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Retaining Talent in a Competitive Marketplace (Webinar) (25WX-4405)25WX-4405 | *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 | |
| 12/23/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| ChatGPT and Complex Financial and HR Conversations (Webinar) (25WX-4391)25WX-4391 | *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 | |
| 12/23/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ChatGPT Bootcamp for CPAs with John Higgins (Webinar) (25WX-5073)25WX-5073 | *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 | |
| 2/3/2026 | 10:30 a.m. - 2:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New How to Audit Expenses and Payables (Webinar) (25WX-4543)25WX-4543 | *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 | |
| 1/5/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Written Information Security Plans (Webinar) (25WX-5064)25WX-5064 | *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 | |
| 2/3/2026 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Single Audit Update (Webinar) (25WX-5629)25WX-5629 | *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 | |
| 3/6/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accounting of the Soul: Making the World a Better Place (Webinar) (25WX-4169)25WX-4169 | *Overview of Virtue Ethics and the Common Good*Professionalism*The Virtue of Compassion*Gossip in the Workplace*Gratitude | |
| 12/10/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| New ChatGPT Vision: How Accountants Can Chat with Imagery (Webinar) (25WX-5366)25WX-5366 | *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 | |
| 2/19/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New LLCs and S Corporations: A Comparative Analysis (Webinar) (25WX-5254)25WX-5254 | *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 | |
| 2/13/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Hot Topics Audit and Attest Update (Webinar) (25WX-5056)25WX-5056 | *Recent quality improvements to the SASs and SSARs*Other matters that should be on your radar | |
| 2/3/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Grading Your Auditors: Are You Getting the Most Value? (Webinar) (25WX-4346)25WX-4346 | *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 | |
| 12/19/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Long-Term Care Insurance: Make the Switch (Webinar) (25WX-5183)25WX-5183 | *The need to fund for long-term care in America*Client's attitudes and misconceptions*Innovative long-term care solutions and funding | |
| 2/10/2026 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New CPAxPACK Bundle: Combatting Fraud -- Master Prevention and Detection (Webinar) (25WX-5537)25WX-5537 | *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. | |
| 3/2/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Ethics of Care in the Workplace (Webinar) (25WX-5270)25WX-5270 | *Ethical values and principles*Compassion*Managing expectations*Respect and humility*Attribution Theory | |
| 2/14/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Create Measures in Power BI That Define Your Metrics (Webinar) (25WX-5350)25WX-5350 | *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 | |
| 2/18/2026 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New What's Behind the Data? (Webinar) (25WX-4929)25WX-4929 | *Ways in which data and information can be misleading*Common pitfalls when encountering data*How to re-evaluate the data to avoid those pitfalls | |
| 1/27/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Understanding the New Forms K-2 and K-3 (Webinar) (25WX-4093)25WX-4093 | *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 | |
| 12/5/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Coping With the Growth of Online Fraud (Webinar) (25WX-4679)25WX-4679 | *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 | |
| 1/12/2026 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Using ChatGPT with Excel (Webinar) (25WX-5172)25WX-5172 | *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 | |
| 2/10/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Yellow Book Update (Webinar) (25WX-4057)25WX-4057 | *Yellow Book engagements*Independence requirements in GAGAS*Quality management in Yellow Book*Common deficiencies found in Yellow Book engagements | |
| 12/3/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Professional Ethical Considerations for CPAs (Webinar) (25WX-5146)25WX-5146 | *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 | |
| 2/9/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| What You Can Learn From the Statement of Cash Flows (Webinar) (25WX-4125)25WX-4125 | *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 | |
| 12/8/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Noble Leadership: An Ethical Approach (Webinar) (25WX-5250)25WX-5250 | *Leadership Definition*Virtue Ethics*Relationship of Virtue Ethics to Leadership*Characteristics of the Noble Leader*Actions to create a culture of respect and dignity | |
| 2/13/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Steps to Stop External Fraud (Webinar) (25WX-4378)25WX-4378 | *Types of external fraud*Considerations as organizations work to reduce fraud risk*External fraud and known parties/External fraud unknown perpetrators | |
| 12/22/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 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) | |
| New Accounting and Disclosure Issues After a Natural Disaster (Webinar) (25WX-4290)25WX-4290 | *Current and noncurrent asset impairment*Insurance claims and related recoveries*Debt and liquidity issues*Government assistance and relief*Subsequent Events*Lease modifcations*Other matters | |
| 12/17/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Individual Tax Update: Recent Developments (Webinar) (25WX-5645)25WX-5645 | *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 | |
| 3/6/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Money Laundering 101 for CPAs (Webinar) (25WX-4070)25WX-4070 | *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 | |
| 12/3/2025 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Shortcuts That Excel Users Love (Webinar) (25WX-4065)25WX-4065 | *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. | |
| 12/3/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Microsoft Teams: Everything You Need to Know From A to Z (Webinar) (25WX-4897)25WX-4897 | *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 | |
| 1/23/2026 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 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) | |
| How to Double Your Firm's Revenue Through CFO and Advisory (Webinar) (25WX-5543)25WX-5543 | *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 | |
| 3/2/2026 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Ethics of AI: A CPA's Guide (Webinar) (25WX-4240)25WX-4240 | *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 | |
| 12/13/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Exploring Internal Controls That Could Have Prevented Frauds (Webinar) (25WX-5355)25WX-5355 | *Examination of actual frauds*Discussion of internal controls that could have prevented the frauds*Contemplation of epiphanies for your own professional scenarios | |
| 2/19/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics Case Studies: Remaining Ethical in the Age of Oversharing (Webinar) (25WX-4643)25WX-4643 | *Risks associated with social media*Sections of the AICPA Code of Professional Conduct that might be violated using social media*Case study discussions | |
| 1/9/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Forensic Accounting: Court Approved Methods of Proof (Webinar) (25WX-5273)25WX-5273 | *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 | |
| 2/14/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Retirement Planning: Next Stage for You or Your Client (Webinar) (25WX-5166)25WX-5166 | *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 | |
| 2/10/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Al Capone to Cybercrime: The Journey of IRS Special Agents (Webinar) (25WX-4427)25WX-4427 | *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 | |
| 12/26/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Navigating IRS Authorizations: Form 2848 and Form 8821 (Webinar) (25WX-4376)25WX-4376 | *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 | |
| 12/22/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Ethics and Civility in the Workplace (Webinar) (25WX-5149)25WX-5149 | *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 | |
| 2/9/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Yellow Book Ethics (Webinar) (25WX-4133)25WX-4133 | *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 | |
| 12/8/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Forensic Accounting: Investigating Divorce Cases (Webinar) (25WX-4790)25WX-4790 | *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 | |
| 1/19/2026 | 12:30 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Casualty Losses: Disaster Relief Act of 2024 (Webinar) (25WX-4488)25WX-4488 | *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 | |
| 12/31/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Donating Cryptocurrency and Avoiding Traps for the Unwary (Webinar) (25WX-4878)25WX-4878 | *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 | |
| 1/23/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Accounting and Disclosure Issues After a Natural Disaster (Webinar) (25WX-4587)25WX-4587 | *Current and noncurrent asset impairment*Insurance claims and related recoveries*Debt and liquidity issues*Government assistance and relief*Subsequent Events*Lease modifcations*Other matters | |
| 1/7/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Erase the Mark: Best Practices in Penalty Abatement (Webinar) (25WX-5184)25WX-5184 | *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 | |
| 2/10/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethics of Recruitment and Selection (Webinar) (25WX-4981)25WX-4981 | *Discussion of ethical and effective recruiting strategies*Selection processes that foster diversity and inclusion*How to increase talent pools to ensure hiring success | |
| 1/29/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Advanced Cybersecurity: Beyond the Basics (Webinar) (25WX-5508)25WX-5508 | *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 | |
| 2/27/2026 | 10:30 a.m. - 2:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Complete Guide to Analyze Data with Excel PivotTables (Webinar) (25WX-5402)25WX-5402 | *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 | |
| 2/20/2026 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New AI Prompt Engineering Masterclass for Accountants (Webinar) (25WX-4336)25WX-4336 | *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 | |
| 12/19/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Partnership/LLC Taxation: Tax Basis Capital Accounts (Webinar) (25WX-5284)25WX-5284 | *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 | |
| 2/16/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Corporate Transparency Act Developments (Webinar) (25WX-4286)25WX-4286 | *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 | |
| 12/17/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Comprehensive Audit and SSARS Update (Webinar) (25WX-4208)25WX-4208 | *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 | |
| 12/11/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New CPAxPACK Bundle: Unlocking AI Potential for Business Innovation (Webinar) (25WX-5047)25WX-5047 | *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. | |
| 2/2/2026 | 8 a.m. - 4 p.m. | Online | 10 CPE (6 tech, 4 non-tech) | |
| New SECURE Act 2.0 and Updates (Webinar) (25WX-5671)25WX-5671 | *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 | |
| 3/10/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AI Revolution: The Big Picture for CPAs (Webinar) (25WX-4858)25WX-4858 | *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 | |
| 1/22/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Forensic Accounting: Crafting Expert Reports (Webinar) (25WX-5214)25WX-5214 | *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 | |
| 2/11/2026 | 9:30 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| New How AI Fits into the Accounting World (Webinar) (25WX-4702)25WX-4702 | *An overview of AI constructs*How artificial intelligence is being used by accountants today*Accounting-centric AI developments on the horizon | |
| 1/13/2026 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ChatGPT for Accountants: 50+ Use Cases (Webinar) (25WX-5072)25WX-5072 | *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 | |
| 2/3/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Synchronize Your Files to the Cloud With SharePoint (Webinar) (25WX-4984)25WX-4984 | *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 | |
| 1/29/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New CPAxPACK Bundle: Unlock Power BI with Comprehensive Data Analysis (Webinar) (25WX-5553)25WX-5553 | *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. | |
| 3/2/2026 | 8 a.m. - 4 p.m. | Online | 10 CPE (0 tech, 10 non-tech) | |
| New What's Changing in A&A for Governmental Entities (Webinar) (25WX-5622)25WX-5622 | *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 | |
| 3/5/2026 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Become a Data Analysis Expert (Webinar) (25WX-4669)25WX-4669 | *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 | |
| 1/12/2026 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Integrate ChatGPT into Your Client Advisory Services (Webinar) (25WX-4649)25WX-4649 | *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 | |
| 1/9/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Best Non-Google Search Tools for Accountants (Webinar) (25WX-5313)25WX-5313 | *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 | |
| 2/17/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Deep Dive Into Common Auditing Deficiencies (Webinar) (25WX-4544)25WX-4544 | *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 | |
| 1/5/2026 | 10:30 a.m. - 2:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New CPAxPACK Bundle: Audit Essentials -- Cash, Expenses, Inventory (Webinar) (25WX-5535)25WX-5535 | *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. | |
| 3/2/2026 | 8 a.m. - 4 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| Self-Rental Real Estate: Passive Activity and Section 199A (Webinar) (25WX-4622)25WX-4622 | *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 | |
| 1/8/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Advanced Excel: Hidden Secrets and Gems (Webinar) (25WX-4064)25WX-4064 | *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 | |
| 12/3/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Tactics to Find Work-Life Balance in a Complex World (Webinar) (25WX-5635)25WX-5635 | *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 | |
| 3/6/2026 | 3:30 - 4:30 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New Tax Implications of Retirement Plan Distributions (Webinar) (25WX-5110)25WX-5110 | *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 | |
| 2/5/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Current Cybersecurity Risk Management Trends (Webinar) (25WX-4302)25WX-4302 | *Overview of current cybersecurity threats and how to mitigate data breach risk*Describe how to avoid malware and other security threats | |
| 12/17/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Generative AI Strategy for Accountants (Webinar) (25WX-4480)25WX-4480 | *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 | |
| 12/30/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New How to Build a Custom AI Chatbot and GPT in Plain English (Webinar) (25WX-4111)25WX-4111 | *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 | |
| 12/5/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics Based Leadership for Women (Webinar) (25WX-4141)25WX-4141 | *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 | |
| 12/8/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Supervision/Management Competencies: An Ethical Approach (Webinar) (25WX-4919)25WX-4919 | *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 | |
| 1/26/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Ethics Case Studies: Remaining Ethical in the Age of Oversharing (Webinar) (25WX-5128)25WX-5128 | *Risks associated with social media*Sections of the AICPA Code of Professional Conduct that might be violated using social media*Case study discussions | |
| 2/6/2026 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Understanding the New Forms K-2 and K-3 (Webinar) (25WX-5079)25WX-5079 | *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 | |
| 2/4/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Fraud and Embezzlement: Case Studies from the Trenches (Webinar) (25WX-4183)25WX-4183 | *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 | |
| 12/10/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New LLCs and S Corporations: A Comparative Analysis (Webinar) (25WX-4642)25WX-4642 | *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 | |
| 1/9/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Improve Spreadsheets by Building Controls in Excel (Webinar) (25WX-4430)25WX-4430 | *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 | |
| 12/27/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Fraud Case Studies: 21st Century Professional Misbehavior (Webinar) (25WX-5690)25WX-5690 | *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 | |
| 3/10/2026 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
| New Monthly Federal Tax Updates: March 2026 (Webinar) (25WX-5528)25WX-5528 | *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 | |
| 3/2/2026 | 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-4965)25WX-4965 | *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. | |
| 1/28/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| New SEC Case Studies: Ethical Dilemmas in Finance and Accounting (Webinar) (25WX-5320)25WX-5320 | *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 | |
| 2/17/2026 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Tax Implications of Retirement Plan Distributions (Webinar) (25WX-4635)25WX-4635 | *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 | |
| 1/9/2026 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Tax Implications of Retirement Plan Distributions (Webinar) (25WX-5360)25WX-5360 | *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 | |
| 2/19/2026 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| ChatGPT Bootcamp for CPAs with John Higgins (Webinar) (25WX-5265)25WX-5265 | *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 | |
| 2/13/2026 | 1 - 5 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Money Laundering Awareness for Accountants (Webinar) (25WX-4205)25WX-4205 | *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 | |
| 12/11/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Leveraging ChatGPT for Innovative Business Advisory Services (Webinar) (25WX-4546)25WX-4546 | *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 | |
| 1/5/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Implementing an AI-Enabled Marketing Strategy for Your Firm (Webinar) (25WX-5522)25WX-5522 | *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 | |
| 2/27/2026 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New How Recent Auditing Standards Improve Risk-Based Audits (Webinar) (25WX-5076)25WX-5076 | *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 | |
| 2/3/2026 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Ethical Considerations of the New AICPA SSTS Rules (Webinar) (25WX-4998)25WX-4998 | *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 | |
| 1/30/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Yellow Book Ethics (Webinar) (25WX-4883)25WX-4883 | *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 | |
| 1/23/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Determining Reasonable Compensation for Owner Employees (Webinar) (25WX-4255)25WX-4255 | *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 | |
| 12/15/2025 | 11:30 a.m. - 1:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Entertainment, Meals and Travel Expenses: Review and Update (Webinar) (25WX-5121)25WX-5121 | *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 | |
| 2/6/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethical Management of Conflict (Webinar) (25WX-5514)25WX-5514 | *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 | |
| 2/27/2026 | 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-4850)25WX-4850 | *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 | |
| 1/21/2026 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Generative AI in Practice: Boost Efficiency and Profitability (Webinar) (25WX-5007)25WX-5007 | *Implementing AI for accounting automation*Enhancing auditing processes with AI tools*AI applications in tax compliance*Leveraging AI for business advisory services | |
| 1/30/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New What's Changing in A&A for Governmental Entities (Webinar) (25WX-4904)25WX-4904 | *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 | |
| 1/26/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Using e-Signature Software to Process Agreements (Webinar) (25WX-5101)25WX-5101 | *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 | |
| 2/4/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Accounting and Disclosure Issues After a Natural Disaster (Webinar) (25WX-4928)25WX-4928 | *Current and noncurrent asset impairment*Insurance claims and related recoveries*Debt and liquidity issues*Government assistance and relief*Subsequent Events*Lease modifcations*Other matters | |
| 1/27/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: IRS Criminal Investigations -- Key Lessons for Accountants (Webinar) (25WX-5062)25WX-5062 | *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 | |
| 2/3/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Hot Topics Accounting Update (Webinar) (25WX-4134)25WX-4134 | *New accounting standards*The impact on Financial Reporting*Hot topics in financial reporting*Current and emerging US GAAP requirements | |
| 12/8/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How Much Are Your Ethics Worth? (Webinar) (25WX-5380)25WX-5380 | *Understanding ethics*Available tools to aid in ethical decision making*The role of bias in making ethical decisions*Application through case studies | |
| 2/20/2026 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| You Don't Know What You Don't Know About Microsoft Excel (Webinar) (25WX-4276)25WX-4276 | *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. | |
| 12/16/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| New Guide Strategy, Attract Investments with Financial Forecasts (Webinar) (25WX-5474)25WX-5474 | *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 | |
| 2/25/2026 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| PPP Fraud and Financial Professionals (Webinar) (25WX-5170)25WX-5170 | *Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | |
| 2/10/2026 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Determining Reasonable Compensation for Owner Employees (Webinar) (25WX-4703)25WX-4703 | *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 | |
| 1/13/2026 | 1 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Income Tax Analysis: Exploring In-Depth Concepts (Webinar) (25WX-4380)25WX-4380 | *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 | |
| 12/22/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Exploring Internal Controls That Could Have Prevented Frauds (Webinar) (25WX-4851)25WX-4851 | *Examination of actual frauds*Discussion of internal controls that could have prevented the frauds*Contemplation of epiphanies for your own professional scenarios | |
| 1/22/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Get started with Power BI (Webinar) (25WX-5617)25WX-5617 | *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 | |
| 3/5/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New How to Audit Expenses and Payables (Webinar) (25WX-5530)25WX-5530 | *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 | |
| 3/2/2026 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 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) | |
| Monthly Tax Update with Ed Zollars: Key Federal Tax Issues in Divorce for the Experienced CPA (Webinar) (25WM-0021)25WM-0021 | *Professional responsibility and conflicts of interest
*Dependency, credits and filing status
*IRC Section 1041 property settlements
*Allocating joint tax attributes
*Retirement division and alimony
| Zollars Edward K |
| 11/20/2025 | 10 - 11:40 a.m. | Online | 2 CPE (2 tech, 0 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) | |
| 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 | Ferdinand Richard |
| 11/10/2025 | 8 a.m. - 4:30 p.m. | Bloomington, MN | 24 CPE (20.4 tech, 3.6 non-tech) | |
| The Best Federal Tax Update Course by Surgent (In-person) (25SR-ZD02)25SR-ZD02 | *Comprehensive coverage of the One Big Beautiful Bill (OBBB) -- tip income exemption, overtime pay relief, auto loan interest deduction, the expanded SALT cap, bonus depreciation, Trump accounts, temporary senior deduction, increased 179 deduction, changes to 163(j) and 174 and more
*Permanent extension of select TCJA provisions
*Digital assets and tax implications -- Form 1099-DA for reporting digital asset transactions, IRS guidance on cryptocurrencies, NFTs, and broker responsibilities
*Artificial intelligence -- within tax practices, how the IRS is leveraging AI to enhance audit selection
*Form 1099-K reporting requirements
*Sale of Passthrough Entity Interests and Net Investment Income Tax
*The Gig Economy -- Independent Contractor vs. Employee classification challenges, reporting responsibilities, 2024 Department of Labor Final Rule on worker status
*Practice aids covering inflation-adjusted tax thresholds, mileage rates and contribution limits
*Advanced reporting issues and planning opportunities relevant to current tax practice | Wills Chris |
| 12/9/2025 | 8:30 a.m. - 4:30 p.m. | Duluth, MN | 8 CPE (8 tech, 0 non-tech) | |
| Federal Tax Update: Individual and Business Current Developments (Livestream) (25SR-0026)25SR-0026 | *Federal income tax laws affecting individuals, corporations, partnerships, LLCs and LLPs
*Legislative and IRS updates, including the One Big Beautiful Bill Act (OBBB), 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) | |
| 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) | |
| 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) | |
| 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) | |
| New Navigating the AI Frontier Series: Ethical AI Practices for CPAs - Ensuring Responsible Use (Webinar) (25WM-P010)25WM-P010 | *Understanding ethical implications of AI
*Data privacy and security considerations
*Compliance with regulations and professional standards
*Developing ethical AI policies and procedures | |
| 12/19/2025 | 9 - 10:40 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Federal Tax Update: Individuals (Form 1040) (Webinar) (25SR-0023)25SR-0023 | *Federal income tax laws affecting individuals
*Legislative and IRS updates.
*Recent tax legislation, including the One Big Beautiful Bill Act (OBBBA) and TCJA provisions expiring or being extended after 2025
*Business-related tax provisions, including QBI deduction, business loss limitations, depreciation and other provisions for sole proprietors and pass-through entities
*Tax rates and calculations, including income tax rates, capital gains tax rates, self-employment tax, AMT and the 3.8% net investment income tax
*Individual tax provisions, including filing status, personal exemptions, itemized deductions, income exclusions, adjustments and tax credits like the child tax credit
*Retirement account changes and RMD regulations
*Updates to Form 1040 and related schedules | Garverick Pat |
| 12/17/2025 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (In-person) (25SR-ZM01)25SR-ZM01 | *Comprehensive coverage of the One Big Beautiful Bill (OBBB) -- tip income exemption, overtime pay relief, auto loan interest deduction, the expanded SALT cap, bonus depreciation, Trump accounts, temporary senior deduction, increased 179 deduction, changes to 163(j) and 174 and more
*Permanent extension of select TCJA provisions
*Digital assets and tax implications -- Form 1099-DA for reporting digital asset transactions, IRS guidance on cryptocurrencies, NFTs, and broker responsibilities
*Artificial intelligence -- within tax practices, how the IRS is leveraging AI to enhance audit selection
*Form 1099-K reporting requirements
*Sale of Passthrough Entity Interests and Net Investment Income Tax
*The Gig Economy -- Independent Contractor vs. Employee classification challenges, reporting responsibilities, 2024 Department of Labor Final Rule on worker status
*Practice aids covering inflation-adjusted tax thresholds, mileage rates and contribution limits
*Advanced reporting issues and planning opportunities relevant to current tax practice | Wills Chris |
| 12/11/2025 | 8:30 a.m. - 4:30 p.m. | Alexandria, MN | 8 CPE (8 tech, 0 non-tech) | |
Featured
2025 Federal Tax Update: Individuals and Business (Webinar) (25SR-0021)25SR-0021 | *One Big Beautiful Bill provisions, including new deductions for overtime, tips and car loans; expanded SALT deduction; revised itemized deduction phase-out; updates to Section 199A, bonus depreciation and excess business losses; PTET deduction rules; permanent extensions of individual tax rates; increases to the standard deduction; changes to employer-provided meals; and estate and gifting opportunities
*Roth accounts -- new "Rothification" of catch-up contributions
*Administrative releases, including IRS guidance on misclassification of employees as independent contractors
*Developments in the self-employment tax of LLC members
*New regulations on administrative appeals before the IRS
*Changes to Form 1040, including new Form 1-A for car loan interest, tips and overtime deductions
*Changes to Form W-2 to accommodate OBBBA
| Koutelieris George White Greg |
| 12/3/2025 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Monthly Tax Update with Ed Zollars (Webinar) (25WM-0023)25WM-0023 | *To be announced | |
| 1/20/2026 | 10 - 11:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Next Generation Excel Reporting (Webinar) (25SR-P041)25SR-P041 | *Traditional reporting process weaknesses
*Leading-edge Excel features for improved reporting
*Power Query solutions for common reporting challenges
*Excel-based reports Slicers and Timelines | |
| 12/17/2025 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's Technology for CPAs: Don't Get Left Behind (Webinar) (25SR-P039)25SR-P039 | *Emerging technologies all business professionals should know*Considerations associated with upgrading to Windows 11*Practical options for protecting your data*New features in commonly-used applications such as Excel and Adobe Acrobat DC | |
| 12/10/2025 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| K2's Ethics and Technology (Webinar) (25SR-P045)25SR-P045 | *Differences between ethics, morals and laws
*Key technology issues impacting ethical behavior in businesses
*Ethical conflicts precipitated by modern technologies | |
| 12/30/2025 | 1 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| K2's Excel PivotTables for Accountants (Webinar) (25SR-P043)25SR-P043 | *PivotTable fundamentals
*Formatting PivotTables
*Advanced PivotTable techniques and options
*Analytical techniques available in PivotTables | |
| 12/29/2025 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| New Navigating the AI Frontier Series: Generative AI in Practice - Boost Efficiency & Profitability (Webinar) (25WM-P008)25WM-P008 | *Implementing AI for accounting automation
*Enhancing auditing processes with AI tools
*AI applications in tax compliance
*Leveraging AI for business advisory services | Higgins John H |
| 11/21/2025 | 9 - 10:40 a.m. | Online | 2 CPE (2 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) | |
| Federal Tax Update: Individual and Business Current Developments (In-person) (25SR-0025)25SR-0025 | *Federal income tax laws affecting individuals, corporations, partnerships, LLCs and LLPs
*Legislative and IRS updates, including the One Big Beautiful Bill Act (OBBB), 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 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) | |
| Surgent's Ins and Outs of Health Savings Accounts (Webinar) (25WS-1611)25WS-1611 | *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 | |
| 12/1/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Nuts & Bolts of Cryptocurrency Taxation (Webinar) (25WS-1735)25WS-1735 | *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? | |
| 12/12/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding Non-Compete Agreements (Webinar) (25WS-1922)25WS-1922 | *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 | |
| 1/6/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Exploring Client Advisory Services: Tax Due Dates and Penalties/Where Do I Need To File? (Webinar) (25WS-1638)25WS-1638 | *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 | |
| 12/3/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Lessons Learned From Recent Accounting Malpractice Actions (Webinar) (25WS-1833)25WS-1833 | *Common instances of accounting malpractice *Current claim trends*Frequent defenses to claims*Statute of limitations*Damages*Claims by practice area | |
| 12/23/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 1 Ethics |
| Surgent's The Art of Delegation: Strategies for Improving Your Skills (Webinar) (25WS-1734)25WS-1734 | *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? | |
| 12/12/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Unique Tax Attributes of Different Entity Types (Webinar) (25WS-2213)25WS-2213 | *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? | |
| 2/23/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Purchase and Sale of a Residence: Critical Tax Issues (Webinar) (25WS-2155)25WS-2155 | *General rules relating to the sale of a residence under Section 121*Sale of a taxpayer's main home*Qualifying for a partial exclusion of gain on the sale of a home*How a taxpayer meets the residence requirement*Meeting the look-back requirement*Separated, divorced, and widowed taxpayers*Work-related moves and unforeseeable events*Inherited homes and homes received in a divorce*Impact of business or rental use of home on the gain exclusion*Reporting gain or loss on the sale of a home | |
| 2/11/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (25WS-1988)25WS-1988 | *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 | |
| 1/15/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Anatomy of a Ransomware Event and Incident Response (Webinar) (25WS-1604)25WS-1604 | *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 | |
| 12/1/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Successful Communication (Webinar) (25WS-1940)25WS-1940 | *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 | |
| 1/8/2026 | 8 - 11:30 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Government and Nonprofit Frauds and Controls to Stop Them (Webinar) (25WS-1794)25WS-1794 | *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 | |
| 12/18/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Improving Your Profits: Identifying Cost Cutting Opportunities (Webinar) (25WS-2202)25WS-2202 | *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 | |
| 2/19/2026 | 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-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 What CPAs Should Know About Trust Instruments (Webinar) (25WS-1773)25WS-1773 | *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 | |
| 12/16/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Recent Changes in Workplace Regulations: Overtime, Non-compete Agreements and Employee/Independent Contractor (Webinar) (25WS-1771)25WS-1771 | *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 | |
| 12/16/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Basis Shifting: Final Regulations (Webinar) (25WS-2142)25WS-2142 | *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? | |
| 2/10/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Implementing Subscription Pricing to Your Practice (Webinar) (25WS-1860)25WS-1860 | *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 | |
| 12/26/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Six Common Barriers to Investment Success (Webinar) (25WS-1536)25WS-1536 | *Availability bias*Herding*Loss aversion*Present bias*Anchoring*Home country bias | |
| 11/20/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Food, Beverage and Entertainment Expensing (Webinar) (25WS-1675)25WS-1675 | *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 | |
| 12/8/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Advanced Individual Income Tax Return Issues (Webinar) (25WS-1849)25WS-1849 | *New issues for the current year tax return and Section 199A*Installment sales -- understanding the complicated issues*Form 8582: Passive losses with carryovers -- Complicated case with filled-in forms*Puts, calls, straddling, and unusual investments -- Understanding the tax laws and reporting them correctly on the tax return*Capital gain and loss issues -- The problem with proper reporting of installment sales issues; capital gains and losses; when is a stock worthless; and much more...*At-risk rules: What a return preparer really needs to know*Passive loss issues -- You cannot just trust your software. What to watch out for and the questions you need your clients to answer in order to do it right!*Incentive and nonqualified stock options -- Reporting; key strategies for planning; dealing with the alternative minimum tax*Alternative minimum tax -- Understanding it; planning strategies to avoid it; using the minimum tax credit; explaining it to a client*Form 6251: Detailed calculation example | |
| 12/24/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's A Guide to Gig Economy Tax Issues (Webinar) (25WS-1555)25WS-1555 | *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 | |
| 11/21/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Best Practices in Not-for-Profit Accounting and Reporting (Webinar) (25WS-1789)25WS-1789 | *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 | |
| 12/18/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 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) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (25WS-1818)25WS-1818 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions*Potential expiration of select TCJA provisions - understand the implications for individual and business taxpayers as key provisions of the TCJA approach sunset dates*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities*Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection*Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms*The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status*Timely coverage of breaking tax legislation*Real Estate professional requirements*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 12/22/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (Webinar) (25WS-2121)25WS-2121 | *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 | |
| 2/5/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Predicting Future Financial Issues Facing the Financial Executive (Webinar) (25WS-1452)25WS-1452 | *CPA becoming attuned to broad based business knowledge, professional skepticism, and subordination of judgment*The future of medical care in the United States in a post COVID-19 environment*Future of social security and impact on retirement planning and employee retention*Impact on financial executive if the dollar is no longer the world currency*"Fate of the States" -- will the location of your business make you less competitive*Future of workmen's compensation and unemployment compensation*Future of interest rates*Impact of greater reliance on technology*AICPA top 10 trends and technologies*National infrastructure*ESG and DEI trends in the global economy*Impact of continuing uncertainty in markets | |
| 11/11/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| Surgent's Basis Shifting: Final Regulations (Webinar) (25WS-2052)25WS-2052 | *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? | |
| 1/26/2026 | 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-1591)25WS-1591 | *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 | |
| 11/26/2025 | 9 a.m. - 12 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's A Guide to Nonqualified Deferred Compensation (Webinar) (25WS-2111)25WS-2111 | *The basics of nonqualified deferred compensation (NQDC)*NQDC compliance*Taxation of NQDC plans*Types of NQDC plans*Financing/funding NQDC plans*Planning strategies | |
| 2/4/2026 | 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-1769)25WS-1769 | *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 | |
| 12/16/2025 | 12 - 3:30 p.m. | Online | 4 CPE (2 tech, 2 non-tech) | |
| Surgent's Preparing Individual Tax Returns for New Staff and Paraprofessionals (Webinar) (25WS-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 Public Speaking and Presentation Skills (Webinar) (25WS-1799)25WS-1799 | *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 | |
| 12/18/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Webinar) (25WS-2241)25WS-2241 | *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 | |
| 2/26/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-1879)25WS-1879 | *Comprehensive coverage of the One Big Beautiful Bill (OBBB) -- tip income exemption, overtime pay relief, auto loan interest deduction, the expanded SALT cap, bonus depreciation, Trump accounts, temporary senior deduction, increased 179 deduction, changes to 163(j) and 174 and more
*Permanent extension of select TCJA provisions
*Digital assets and tax implications -- Form 1099-DA for reporting digital asset transactions, IRS guidance on cryptocurrencies, NFTs, and broker responsibilities
*Artificial intelligence -- within tax practices, how the IRS is leveraging AI to enhance audit selection
*Form 1099-K reporting requirements
*Sale of Passthrough Entity Interests and Net Investment Income Tax
*The Gig Economy -- Independent Contractor vs. Employee classification challenges, reporting responsibilities, 2024 Department of Labor Final Rule on worker status
*Practice aids covering inflation-adjusted tax thresholds, mileage rates and contribution limits
*Advanced reporting issues and planning opportunities relevant to current tax practice | Lickwar Robert |
| 12/30/2025 | 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-1911)25WS-1911 | *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 | |
| 1/6/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's International Tax Challenges and Opportunities for U.S. Filers (Webinar) (25WS-2283)25WS-2283 | *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 | |
| 3/9/2026 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Establishing State Residency and Saving Your Clients Money (Webinar) (25WS-1653)25WS-1653 | *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 | |
| 12/4/2025 | 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-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 Liquidation of Flow-Through Entities for LLCs and Partnerships (Webinar) (25WS-2011)25WS-2011 | *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 | |
| 1/20/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Management Fundamentals (Webinar) (25WS-1567)25WS-1567 | *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 | |
| 11/24/2025 | 12:30 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them (Webinar) (25WS-1502)25WS-1502 | *Overview of estate planning*The dangers of a Power of Attorney*The most important aspect of a will*Role, scope, rights, and responsibilities of an executor*Benefits of incorporating a trust*Bequests*Caring for a pet*Claims against the estate*Insurance*Consequences of poor estate planning | |
| 11/17/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Features and Benefits of SEP IRAs and SIMPLE IRAs (Webinar) (25WS-1804)25WS-1804 | *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 | |
| 12/19/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Marijuana: A Generalized Business Viewpoint (Webinar) (25WS-2244)25WS-2244 | *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 | |
| 2/27/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Getting Ready for Busy Season: Review Individual Tax Form Changes (Webinar) (25WS-2130)25WS-2130 | *Major 2025 tax form changes as they relate to individual taxpayers*Key new tax developments as they relate to 2025 and how they impact the 2025 tax forms | Tucker Michael J |
| 2/5/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's S Corporation Taxation: Advanced Issues (Webinar) (25WS-1645)25WS-1645 | *Detailed rules governing basis in the shareholder's debt and stock*AAA*Built-in gains incurred from the sale of assets*Redemptions and liquidations*Compensation planning for shareholders, including planning strategies under the SECURE Act*Tax Cuts and Jobs Act of 2017 and the various stimulus acts, as applicable | |
| 12/3/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Getting Ahead: The Art of Marketing for CPAs (Webinar) (25WS-1986)25WS-1986 | *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 | |
| 1/15/2026 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Basics of Employment Law for Non-HR Professionals (Webinar) (25WS-2266)25WS-2266 | *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 | |
| 3/5/2026 | 12:30 - 4 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-2097)25WS-2097 | *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 | |
| 2/3/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Lessons Learned from Successful Companies (Webinar) (25WS-1556)25WS-1556 | *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 | |
| 11/21/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Guide to the AICPA Quality Management Standards (Webinar) (25WS-2019)25WS-2019 | *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 | |
| 1/21/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Securing a Comfortable Retirement in the Age of Spending (Webinar) (25WS-1859)25WS-1859 | *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 | |
| 12/26/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's The Accounting Leaders' Survival Guide: Strategies for Managing Organizational Change (Webinar) (25WS-2044)25WS-2044 | *Learn the power of flexibility and adaptability*Manage daily changes and stressors*Avoid burnout and achieve work-life balance | |
| 1/23/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 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 Exploring Business Valuation Fundamentals (Webinar) (25WS-1548)25WS-1548 | *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 | |
| 11/21/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Successfully Completing a Gift Tax Return: Form 709 (Webinar) (25WS-2093)25WS-2093 | *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 | |
| 2/2/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Annual Tax-Planning Guide for S Corporations, Partnerships, and LLCs (Webinar) (25WS-2026)25WS-2026 | *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 | |
| 1/21/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Nuts & Bolts of Cryptocurrency Taxation (Webinar) (25WS-1969)25WS-1969 | *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? | |
| 1/13/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know (Webinar) (25WS-2233)25WS-2233 | *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 | |
| 2/25/2026 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions and Selling Shares (Webinar) (25WS-1613)25WS-1613 | *Making an S corporation election and late filing relief*Disproportionate distributions*Selling S corporation shares*Redemption rules | |
| 12/1/2025 | 9 - 11 a.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 Preparation and Compilation Engagements Under the SSARS (Webinar) (25WS-1828)25WS-1828 | *Relevant sections of SSARS No. 21, Clarification and Recodification*SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services*Proposed changes to the SSARS guidance*Comprehensive sample engagement work programs for preparation and compilation engagements*Prescribed form, specified line item, pro forma, and other engagement variations*Complete illustrations of relevant engagement letters, reporting and other required communications for preparation and compilation engagements | |
| 12/22/2025 | 12:30 - 4 p.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-1670)25WS-1670 | *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 | |
| 12/5/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's What Tax Practitioners Need to Know About Medicare (Webinar) (25WS-1596)25WS-1596 | *Eligibility for Medicare*How to apply for Medicare*Introduction to Parts A, B, C, and D of Medicare*Payments for Parts B and D of Medicare: the higher costs imposed on higher income beneficiaries*Late enrollment penalties*Medicare Advantage in lieu of original Medicare*The Affordable Care Act's impact on Medicare*Legislative and regulatory developments | |
| 11/28/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-1975)25WS-1975 | *Comprehensive coverage of the One Big Beautiful Bill (OBBB) -- tip income exemption, overtime pay relief, auto loan interest deduction, the expanded SALT cap, bonus depreciation, Trump accounts, temporary senior deduction, increased 179 deduction, changes to 163(j) and 174 and more
*Permanent extension of select TCJA provisions
*Digital assets and tax implications -- Form 1099-DA for reporting digital asset transactions, IRS guidance on cryptocurrencies, NFTs, and broker responsibilities
*Artificial intelligence -- within tax practices, how the IRS is leveraging AI to enhance audit selection
*Form 1099-K reporting requirements
*Sale of Passthrough Entity Interests and Net Investment Income Tax
*The Gig Economy -- Independent Contractor vs. Employee classification challenges, reporting responsibilities, 2024 Department of Labor Final Rule on worker status
*Practice aids covering inflation-adjusted tax thresholds, mileage rates and contribution limits
*Advanced reporting issues and planning opportunities relevant to current tax practice | Lickwar Robert |
| 1/14/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Excel Budgeting Ideas (Webinar) (25WS-2267)25WS-2267 | *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 | |
| 3/5/2026 | 8 - 10 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-1783)25WS-1783 | *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 | |
| 12/17/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Progressive Discipline and Termination (Webinar) (25WS-2065)25WS-2065 | *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 | |
| 1/27/2026 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (25WS-1905)25WS-1905 | *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 | |
| 1/5/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Engagement and Client Retention Best Practices (Webinar) (25WS-1716)25WS-1716 | *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 | |
| 12/11/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| CANCELLED - Surgent's A Complete Guide to Form 1099-K (Webinar) (25WS-1884)25WS-1884 | *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 | |
| 12/30/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Preparing Not-for-Profit Financial Statements (Webinar) (25WS-1751)25WS-1751 | *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 | |
| 12/15/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Essential Depreciation and Expensing Update (Webinar) (25WS-1941)25WS-1941 | *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 | |
| 1/8/2026 | 1 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties (Webinar) (25WS-1708)25WS-1708 | *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 | |
| 12/10/2025 | 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-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 Reducing a Business Owner Client's Exposure to Social Security and Self-Employment Taxes (Webinar) (25WS-1656)25WS-1656 | *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 | |
| 12/4/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Virtual Currency: Keeping Up with the Tax Code (Webinar) (25WS-1584)25WS-1584 | *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 | |
| 11/25/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Getting Ahead: The Art of Marketing for CPAs (Webinar) (25WS-2248)25WS-2248 | *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 | |
| 3/2/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Guide to Partner Capital Account Reporting (Webinar) (25WS-1880)25WS-1880 | *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 | |
| 12/30/2025 | 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-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 Ethics for Tax Professionals (Webinar) (25WS-1750)25WS-1750 | *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? | |
| 12/15/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 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) | |
| Surgent's Key Roth IRA and Roth 401(k) Rules for Funding and Tax-free Distributions (Webinar) (25WS-1681)25WS-1681 | *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 | |
| 12/8/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Key Partnership and S Corporation Tax Planning Strategies (Webinar) (25WS-1835)25WS-1835 | *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 | |
| 12/23/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Mastering Accounting for Income Taxes (Webinar) (25WS-1585)25WS-1585 | *The sources of deferred tax assets and liabilities*Calculating the deferred tax asset or liability*Reporting income-tax expense and balance sheet items*CARES Act accounting implications*Defining, analyzing, and reporting uncertain tax positions*Classification of deferred tax assets and liabilities*Disclosure requirements*Recent and proposed changes to the accounting and disclosure requirements for income taxes | |
| 11/26/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Technical Individual Practice Issues and Tax Forms for Experienced Practitioners (Webinar) (25WS-1852)25WS-1852 | *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 | |
| 12/26/2025 | 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-1765)25WS-1765 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions*Potential expiration of select TCJA provisions - understand the implications for individual and business taxpayers as key provisions of the TCJA approach sunset dates*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities*Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection*Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms*The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status*Timely coverage of breaking tax legislation*Real Estate professional requirements*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 12/16/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Preparing Not-for-Profit Financial Statements (Webinar) (25WS-1578)25WS-1578 | *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 | |
| 11/25/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Getting Ahead: The Art of Marketing for CPAs (Webinar) (25WS-2106)25WS-2106 | *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 | |
| 2/4/2026 | 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-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 A Guide to Nonqualified Deferred Compensation (Webinar) (25WS-2045)25WS-2045 | *The basics of nonqualified deferred compensation (NQDC)*NQDC compliance*Taxation of NQDC plans*Types of NQDC plans*Financing/funding NQDC plans*Planning strategies | |
| 1/23/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (25WS-2020)25WS-2020 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions*Potential expiration of select TCJA provisions - understand the implications for individual and business taxpayers as key provisions of the TCJA approach sunset dates*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities*Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection*Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms*The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status*Timely coverage of breaking tax legislation*Real Estate professional requirements*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 1/21/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Real Estate for Accounting and Finance Professionals (Webinar) (25WS-1982)25WS-1982 | *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 | |
| 1/14/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's More Money at the End of the Month: Strategic Ways to Improve Cash Flow (Webinar) (25WS-2276)25WS-2276 | *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 | |
| 3/6/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business (Webinar) (25WS-1868)25WS-1868 | *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 | |
| 12/29/2025 | 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-2274)25WS-2274 | *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 | |
| 3/6/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Federal Tax Update (Webinar) (25WS-1788)25WS-1788 | *Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities*Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection*Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms*The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status*Timely coverage of breaking tax legislation*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 12/18/2025 | 12:30 - 4 p.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-1504)25WS-1504 | *What stock options are and why they are growing in popularity*How stock options work, including the process of conveyance and vesting*How to exercise stock options and the implications from doing so*The risks associated with stock options and how to manage exposure*Tax consequences and updates regarding stock options*Strategies for selecting the best time to exercise stock options*The difference between the two types of stock options: non-qualified and incentive*The basic terminology relevant to owning and exercising options | |
| 11/17/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times (Webinar) (25WS-2175)25WS-2175 | *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 | |
| 2/13/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding Partnership Taxation: Types of Basis, Contributions and Distributions (Webinar) (25WS-2104)25WS-2104 | *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 | |
| 2/3/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Understanding Partnership Taxation: PTE Elections, 754 Elections and Selling a Partnership Interest (Webinar) (25WS-1632)25WS-1632 | *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 | |
| 12/2/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Government and Nonprofit Frauds and Controls to Stop Them (Webinar) (25WS-1704)25WS-1704 | *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 | |
| 12/10/2025 | 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-1493)25WS-1493 | *Proper planning of benefit plan audit engagements and developing audit strategy while improving overall efficiency*Common pitfalls in planning and detailed audit procedures*Changes affecting 401(k) plans, including recently issued SASs*Common mistakes as noted in peer reviews and DOL inspections | |
| 11/17/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Purchase and Sale of a Residence: Critical Tax Issues (Webinar) (25WS-1800)25WS-1800 | *General rules relating to the sale of a residence under Section 121*Sale of a taxpayer's main home*Qualifying for a partial exclusion of gain on the sale of a home*How a taxpayer meets the residence requirement*Meeting the look-back requirement*Separated, divorced, and widowed taxpayers*Work-related moves and unforeseeable events*Inherited homes and homes received in a divorce*Impact of business or rental use of home on the gain exclusion*Reporting gain or loss on the sale of a home | |
| 12/18/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's A Guide to Gig Economy Tax Issues (Webinar) (25WS-2201)25WS-2201 | *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 | |
| 2/19/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (25WS-1450)25WS-1450 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures*Statement on Quality Management Standards: SQMS 1, SQMS 2, and SQMS 3*Post-Implementation Review Report for revenue recognition under ASC 606 and best practices in applying ASC 606*Fraud case studies*Recently issued SASs and other AICPA activity*Recently issued PCAOB standards and SEC rulemaking activities*Other important A&A practice matters | |
| 11/11/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Guide to the AICPA Quality Management Standards (Webinar) (25WS-1622)25WS-1622 | *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 | |
| 12/2/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Tax Reporting for Executive Compensation (Webinar) (25WS-1539)25WS-1539 | *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 | |
| 11/20/2025 | 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-1886)25WS-1886 | *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 | |
| 12/30/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Mastering Client Management for Accounting and Finance Professionals (Webinar) (25WS-2198)25WS-2198 | *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 | |
| 2/19/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Internal Controls and COSO in a Post-COVID Landscape (Webinar) (25WS-1515)25WS-1515 | *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 | |
| 11/18/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's The Risks and Benefits of ChatGPT and Artificial Intelligence (Webinar) (25WS-1903)25WS-1903 | *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 | |
| 1/5/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Real Estate for Accounting and Finance Professionals (Webinar) (25WS-1847)25WS-1847 | *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 | |
| 12/24/2025 | 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-1564)25WS-1564 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions*Potential expiration of select TCJA provisions - understand the implications for taxpayers as key provisions of the TCJA approach sunset dates*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*Principles and considerations for nonresident withholding, composite payments, and passthrough entity taxes*Partnership Distributions, Form 7217, and S Corporation Redemptions*Thinking beyond Section 163(j) -- Interest Allocation Rules, Original Issue Discount, Applicable High Yield Discount Obligations, Convertible Corporate Debt Instruments, and Debt-Financed Distributions*Timely coverage of breaking tax legislation*Selected Practice and Reporting Issues: What's new?*A review of recent cases and tax law changes and IRS guidance affecting S corporations, partnerships, limited liability companies, and limited liability partnerships*Form 1099-K reporting requirements*Bonus depreciation*Section 174 Research & Experimental Expenditures -- guidance under Notice 2023-63 and Notice 2024-12*Decentralized Autonomous Organizations (DAOs) | |
| 11/24/2025 | 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-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 Navigating Your Client Through the IRS Appeals Process (Webinar) (25WS-1500)25WS-1500 | *Preparing a valid Appeals Protest for small case requests when tax, penalties, and interest for each period are $25,000 or less*Writing and filing a Formal Protest, including required information*Alternative Dispute Resolution options available to clients*Negotiation and time limitations*Preparing and submitting a Tax Court petition to preserve a client's rights | |
| 11/17/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Update on the AICPA's New Ethics and Quality Control Standards (Webinar) (25WS-1862)25WS-1862 | *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 | |
| 12/26/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Social Security and Medicare: Planning for You and Your Clients (Webinar) (25WS-2048)25WS-2048 | *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 | |
| 1/23/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Forms 1120-S and 1065 Return Review Boot Camp for New and Experienced Reviewers (Webinar) (25WS-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 Ethical Considerations for the CPA (Webinar) (25WS-1718)25WS-1718 | *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 | |
| 12/11/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (25WS-1546)25WS-1546 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions*Potential expiration of select TCJA provisions - understand the implications for taxpayers as key provisions of the TCJA approach sunset dates*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*Principles and considerations for nonresident withholding, composite payments, and passthrough entity taxes*Partnership Distributions, Form 7217, and S Corporation Redemptions*Thinking beyond Section 163(j) -- Interest Allocation Rules, Original Issue Discount, Applicable High Yield Discount Obligations, Convertible Corporate Debt Instruments, and Debt-Financed Distributions*Timely coverage of breaking tax legislation*Selected Practice and Reporting Issues: What's new?*A review of recent cases and tax law changes and IRS guidance affecting S corporations, partnerships, limited liability companies, and limited liability partnerships*Form 1099-K reporting requirements*Bonus depreciation*Section 174 Research & Experimental Expenditures -- guidance under Notice 2023-63 and Notice 2024-12*Decentralized Autonomous Organizations (DAOs) | |
| 11/21/2025 | 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-1842)25WS-1842 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions*Potential expiration of select TCJA provisions - understand the implications for taxpayers as key provisions of the TCJA approach sunset dates*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*Principles and considerations for nonresident withholding, composite payments, and passthrough entity taxes*Partnership Distributions, Form 7217, and S Corporation Redemptions*Thinking beyond Section 163(j) -- Interest Allocation Rules, Original Issue Discount, Applicable High Yield Discount Obligations, Convertible Corporate Debt Instruments, and Debt-Financed Distributions*Timely coverage of breaking tax legislation*Selected Practice and Reporting Issues: What's new?*A review of recent cases and tax law changes and IRS guidance affecting S corporations, partnerships, limited liability companies, and limited liability partnerships*Form 1099-K reporting requirements*Bonus depreciation*Section 174 Research & Experimental Expenditures -- guidance under Notice 2023-63 and Notice 2024-12*Decentralized Autonomous Organizations (DAOs) | |
| 12/24/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Raising Financially Capable Children (Webinar) (25WS-1962)25WS-1962 | *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 | |
| 1/12/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Performing an Effective Audit Risk Assessment (Webinar) (25WS-1738)25WS-1738 | *Audit process and planning*Materiality, performance materiality, and tolerable misstatement*Assessing the risk of material misstatement*Understanding internal controls and when the auditor must evaluate the design and implementation of internal controls*Designing procedures to test the effectiveness of controls*Issues noted related to performing substantive procedures*Documentation*Communication with the Client and Governance | |
| 12/12/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Controllership Skills Update: Risk Management (Webinar) (25WS-2256)25WS-2256 | *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 | |
| 3/3/2026 | 9 - 11 a.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| Surgent's Successfully Completing a Gift Tax Return: Form 709 (Webinar) (25WS-1782)25WS-1782 | *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 | |
| 12/17/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Real Estate for Accounting and Finance Professionals (Webinar) (25WS-2225)25WS-2225 | *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 | |
| 2/24/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Getting Ready for Busy Season: Review Individual Tax Form Changes (Webinar) (25WS-1960)25WS-1960 | *Major 2025 tax form changes as they relate to individual taxpayers*Key new tax developments as they relate to 2025 and how they impact the 2025 tax forms | |
| 1/12/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's How to Effectively Represent Clients Under IRS Audit (Webinar) (25WS-1991)25WS-1991 | *Why the IRS selects a tax return for audit*What happens when the taxpayer disagrees with the results of the audit*IRS employees who interact with taxpayers during an audit*FATCA audits*Types of IRS examinations*Potential IRS audit outcomes*Substitute for returns*Large Partnership Compliance Program*IRS's shift in audit strategies*Responding to IRS Notices online*Audits of high income and high net-worth individuals*The Bipartisan Budget Act of 2015 (BBA) and its impact on auditing partnerships*IRS Letters of Concern | |
| 1/15/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues (Webinar) (25WS-1742)25WS-1742 | *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 | |
| 12/12/2025 | 1 - 3 p.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| Surgent's Public Speaking and Presentation Skills (Webinar) (25WS-2204)25WS-2204 | *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 | |
| 2/19/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (25WS-1522)25WS-1522 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions*Potential expiration of select TCJA provisions - understand the implications for individual and business taxpayers as key provisions of the TCJA approach sunset dates*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities*Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection*Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms*The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status*Timely coverage of breaking tax legislation*Real Estate professional requirements*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 11/19/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Advanced Individual Income Tax Return Issues (Webinar) (25WS-1994)25WS-1994 | *New issues for the current year tax return and Section 199A*Installment sales -- understanding the complicated issues*Form 8582: Passive losses with carryovers -- Complicated case with filled-in forms*Puts, calls, straddling, and unusual investments -- Understanding the tax laws and reporting them correctly on the tax return*Capital gain and loss issues -- The problem with proper reporting of installment sales issues; capital gains and losses; when is a stock worthless; and much more...*At-risk rules: What a return preparer really needs to know*Passive loss issues -- You cannot just trust your software. What to watch out for and the questions you need your clients to answer in order to do it right!*Incentive and nonqualified stock options -- Reporting; key strategies for planning; dealing with the alternative minimum tax*Alternative minimum tax -- Understanding it; planning strategies to avoid it; using the minimum tax credit; explaining it to a client*Form 6251: Detailed calculation example | |
| 1/15/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-1817)25WS-1817 | *Comprehensive coverage of the One Big Beautiful Bill (OBBB) -- tip income exemption, overtime pay relief, auto loan interest deduction, the expanded SALT cap, bonus depreciation, Trump accounts, temporary senior deduction, increased 179 deduction, changes to 163(j) and 174 and more
*Permanent extension of select TCJA provisions
*Digital assets and tax implications -- Form 1099-DA for reporting digital asset transactions, IRS guidance on cryptocurrencies, NFTs, and broker responsibilities
*Artificial intelligence -- within tax practices, how the IRS is leveraging AI to enhance audit selection
*Form 1099-K reporting requirements
*Sale of Passthrough Entity Interests and Net Investment Income Tax
*The Gig Economy -- Independent Contractor vs. Employee classification challenges, reporting responsibilities, 2024 Department of Labor Final Rule on worker status
*Practice aids covering inflation-adjusted tax thresholds, mileage rates and contribution limits
*Advanced reporting issues and planning opportunities relevant to current tax practice | Lickwar Robert |
| 12/22/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Tax Practitioner Horror Stories (Webinar) (25WS-1560)25WS-1560 | *Tax practitioner "horror stories" that illustrate what tax practitioners should try to avoid at all costs*Avoiding malpractice lawsuits brought against tax practitioners | |
| 11/21/2025 | 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-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 Workplace Harassment: How to Prevent Harassment and Reduce Liability Risks in Today's Changing Environment (Webinar) (25WS-1761)25WS-1761 | *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 | |
| 12/15/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Depreciation Rules for Bonus and Section 179 Expensing (Webinar) (25WS-2086)25WS-2086 | *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 | |
| 1/30/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Government and Nonprofit Frauds and Controls to Stop Them (Webinar) (25WS-1540)25WS-1540 | *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 | |
| 11/20/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Social Security: Dispelling Common Myths with Essential Truths (Webinar) (25WS-2014)25WS-2014 | *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? | |
| 1/20/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Top Business Tax Planning Strategies (Webinar) (25WS-1674)25WS-1674 | *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 | |
| 12/8/2025 | 1 - 3 p.m. | Online | 2 CPE (2 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) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-1624)25WS-1624 | *Comprehensive coverage of the One Big Beautiful Bill (OBBB) -- tip income exemption, overtime pay relief, auto loan interest deduction, the expanded SALT cap, bonus depreciation, Trump accounts, temporary senior deduction, increased 179 deduction, changes to 163(j) and 174 and more
*Permanent extension of select TCJA provisions
*Digital assets and tax implications -- Form 1099-DA for reporting digital asset transactions, IRS guidance on cryptocurrencies, NFTs, and broker responsibilities
*Artificial intelligence -- within tax practices, how the IRS is leveraging AI to enhance audit selection
*Form 1099-K reporting requirements
*Sale of Passthrough Entity Interests and Net Investment Income Tax
*The Gig Economy -- Independent Contractor vs. Employee classification challenges, reporting responsibilities, 2024 Department of Labor Final Rule on worker status
*Practice aids covering inflation-adjusted tax thresholds, mileage rates and contribution limits
*Advanced reporting issues and planning opportunities relevant to current tax practice | Lickwar Robert |
| 12/2/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Update on Recent AICPA Standard Setting: Staying Current in a Changing Environment (Webinar) (25WS-2275)25WS-2275 | *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 | |
| 3/6/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Advanced Critical Tax Issues for S Corporations (Webinar) (25WS-2018)25WS-2018 | *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 | |
| 1/21/2026 | 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-1543)25WS-1543 | *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 | |
| 11/20/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's The Complete Guide to Payroll Taxes and 1099 Issues (Webinar) (25WS-1927)25WS-1927 | *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 | |
| 1/7/2026 | 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-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) | |
| The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (25WS-1744)25WS-1744 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions*Potential expiration of select TCJA provisions - understand the implications for taxpayers as key provisions of the TCJA approach sunset dates*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*Principles and considerations for nonresident withholding, composite payments, and passthrough entity taxes*Partnership Distributions, Form 7217, and S Corporation Redemptions*Thinking beyond Section 163(j) -- Interest Allocation Rules, Original Issue Discount, Applicable High Yield Discount Obligations, Convertible Corporate Debt Instruments, and Debt-Financed Distributions*Timely coverage of breaking tax legislation*Selected Practice and Reporting Issues: What's new?*A review of recent cases and tax law changes and IRS guidance affecting S corporations, partnerships, limited liability companies, and limited liability partnerships*Form 1099-K reporting requirements*Bonus depreciation*Section 174 Research & Experimental Expenditures -- guidance under Notice 2023-63 and Notice 2024-12*Decentralized Autonomous Organizations (DAOs) | |
| 12/13/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business (Webinar) (25WS-2051)25WS-2051 | *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 | |
| 1/26/2026 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Forms 7217 and 7203 (Webinar) (25WS-1691)25WS-1691 | *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 | |
| 12/9/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's The Risks and Benefits of ChatGPT and Artificial Intelligence (Webinar) (25WS-2280)25WS-2280 | *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 | |
| 3/9/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Unique Tax Attributes of Different Entity Types (Webinar) (25WS-1965)25WS-1965 | *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? | |
| 1/13/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Successfully Completing a Gift Tax Return: Form 709 (Webinar) (25WS-1485)25WS-1485 | *Taxpayers who do not file gift tax returns but should*The annual exclusion rules for gifts to trusts including required Crummey notices*What should be disclosed on the return for purposes of running the statute of limitations*The reporting of installment sales and split-interest*Valuations and valuation discounts for gifts of closely held businesses*The utilization of Generation Skipping Transfer Tax and the related automatic allocation rules*Reporting the use of a deceased spouse's unused exclusion exemption amount (DSUEA)*A line-by-line explanation of Form 709 | |
| 11/14/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (25WS-1461)25WS-1461 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services*Sample comprehensive engagement work programs for preparation, compilation and review engagements*Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations*Other communication requirements, such as sample engagement letters and management representation letters | |
| 11/12/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Succession Planning for the Small Business Owner: Finding the Exit Ramp (Webinar) (25WS-1547)25WS-1547 | *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 | |
| 11/21/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Federal Tax Update (Webinar) (25WS-1974)25WS-1974 | *Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities*Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection*Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms*The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status*Timely coverage of breaking tax legislation*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 1/14/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Select Estate and Life Planning Issues for the Middle-Income Client (Webinar) (25WS-1643)25WS-1643 | *Changes to the lifetime estate tax exemption in light of proposed regulations*SECURE 2.0 updates*More than 20 documents that should be reviewed that are neither a will nor trust*Provisions you need in a will*Trusts and other arrangements for children*Durable powers of attorney for healthcare and for financial matters*Realistic retirement goals*Developments relative to estate tax, and the implications for planning | |
| 12/3/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Guide and Update to Compilations, Reviews and Preparations (Webinar) (25WS-1821)25WS-1821 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services 2018*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance with Statements on Standards for Accounting and Review Services*SSARS No. 27, Applicability of AR-C Section 70 to Financial Statements Prepared as Part of a Consulting Services Engagement*Sample comprehensive engagement work programs for preparation, compilation, and review engagements | |
| 12/22/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Forms 7217 and 7203 (Webinar) (25WS-1579)25WS-1579 | *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 | |
| 11/25/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Virtual Currency: Keeping Up with the Tax Code (Webinar) (25WS-1841)25WS-1841 | *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 | |
| 12/23/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's A Complete Guide to Reporting Form 1099-DA (Webinar) (25WS-1949)25WS-1949 | *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 | |
| 1/9/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Representing a Client in an IRS Audit (Webinar) (25WS-2156)25WS-2156 | *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 | |
| 2/11/2026 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Individual and Financial Planning Tax Camp (Webinar) (25WS-1796)25WS-1796 | *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 | |
| 12/18/2025 | 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-1464)25WS-1464 | *Residency status for U.S. federal income tax purposes*Key provisions of U.S. income tax treaties*Overview of the taxation of income from foreign entities*Understanding Foreign Tax Credit*Identifying foreign-source and U.S.-source income*Foreign earned income and housing exclusion*Foreign informational form filing requirements | |
| 11/12/2025 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Working Remotely: Best Practices, Challenges and Opportunities (Webinar) (25WS-1617)25WS-1617 | *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 | |
| 12/1/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Technical Individual Practice Issues and Tax Forms for Experienced Practitioners (Webinar) (25WS-2030)25WS-2030 | *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 | |
| 1/22/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's The Most Critical Challenges in Governmental Accounting Today (Webinar) (25WS-1768)25WS-1768 | *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 | |
| 12/16/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality (Webinar) (25WS-1999)25WS-1999 | *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 | |
| 1/16/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Workplace Harassment: How to Prevent Harassment and Reduce Liability Risks in Today's Changing Environment (Webinar) (25WS-2179)25WS-2179 | *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 | |
| 2/13/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Assessing the Risk of Fraud in a Financial Statement Audit (Webinar) (25WS-1534)25WS-1534 | *The fraud landscape in the United States*Fraud risk procedures as updated by recently issued standards*Most likely fraud types found in small to mid-sized entities*Internal controls to prevent and detect fraud*What to do when fraud is identified or suspected*Case studies based on recent frauds*Cyber fraud schemes and how to prevent and detect them*Analytics that can be used as fraud risk procedures*Assessing the risk of grant fraud in a Single Audit | |
| 11/20/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Audits of 401(k) Plans: New Developments and Critical Issues (Webinar) (25WS-2252)25WS-2252 | *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 | |
| 3/3/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Strategies for Maximizing Social Security Benefits (Webinar) (25WS-2246)25WS-2246 | *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 | |
| 2/27/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Succession Planning for the Small Business Owner: Finding the Exit Ramp (Webinar) (25WS-2118)25WS-2118 | *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 | |
| 2/5/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Improving Your Profits: Identifying Cost Cutting Opportunities (Webinar) (25WS-1961)25WS-1961 | *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 | |
| 1/12/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Going Out on Your Own: Entity Types and Accounting Methods (Webinar) (25WS-2137)25WS-2137 | *Financial planning pyramid*What to consider when picking an entity*Single member LLC vs. sole proprietorship*Corporations -- S vs. C*Double taxation | |
| 2/9/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-2123)25WS-2123 | *Comprehensive coverage of the One Big Beautiful Bill (OBBB) -- tip income exemption, overtime pay relief, auto loan interest deduction, the expanded SALT cap, bonus depreciation, Trump accounts, temporary senior deduction, increased 179 deduction, changes to 163(j) and 174 and more
*Permanent extension of select TCJA provisions
*Digital assets and tax implications -- Form 1099-DA for reporting digital asset transactions, IRS guidance on cryptocurrencies, NFTs, and broker responsibilities
*Artificial intelligence -- within tax practices, how the IRS is leveraging AI to enhance audit selection
*Form 1099-K reporting requirements
*Sale of Passthrough Entity Interests and Net Investment Income Tax
*The Gig Economy -- Independent Contractor vs. Employee classification challenges, reporting responsibilities, 2024 Department of Labor Final Rule on worker status
*Practice aids covering inflation-adjusted tax thresholds, mileage rates and contribution limits
*Advanced reporting issues and planning opportunities relevant to current tax practice | Lickwar Robert |
| 2/6/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Time Management for Professionals (Webinar) (25WS-1476)25WS-1476 | *Managing interruptions*The role of activity logs, to-do lists and a priority matrix*The psychology of time management*Staying on track of your time management plan*Controlling procrastination*Blocking out time*Creating an effective time management plan | |
| 11/13/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Features and Benefits of SEP IRAs and SIMPLE IRAs (Webinar) (25WS-1587)25WS-1587 | *The new Roth SEP IRAs and Roth SIMPLE IRAs created under SECURE Act 2.0*Key factors for choosing a retirement plan for a small business*Key questions an advisor must ask a small business owner to help determine which retirement plan is suitable for their business*Key questions an advisor must ask a small business owner to help ensure compliance with applicable rules and regulations*How SEP and SIMPLE IRAs benefit the small business owner*How SEP and SIMPLE IRAs benefit employees of small businesses*The tax benefits that help to offset the cost of employer contributions*How to determine which business is eligible to adopt a SIMPLE IRA or SEP IRA*How to determine which employees must be covered | |
| 11/26/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (25WS-2091)25WS-2091 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions*Potential expiration of select TCJA provisions - understand the implications for individual and business taxpayers as key provisions of the TCJA approach sunset dates*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities*Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection*Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms*The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status*Timely coverage of breaking tax legislation*Real Estate professional requirements*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 2/2/2026 | 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-2039)25WS-2039 | *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. | |
| 1/23/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (25WS-1673)25WS-1673 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions*Potential expiration of select TCJA provisions - understand the implications for individual and business taxpayers as key provisions of the TCJA approach sunset dates*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities*Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection*Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms*The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status*Timely coverage of breaking tax legislation*Real Estate professional requirements*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 12/8/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's International Tax Challenges and Opportunities for U.S. Filers (Webinar) (25WS-1753)25WS-1753 | *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 | |
| 12/15/2025 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Taxation of the Mobile Workforce (Webinar) (25WS-1669)25WS-1669 | *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? | |
| 12/5/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Managing Millennials (Webinar) (25WS-1784)25WS-1784 | *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 | |
| 12/17/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Fiduciary Income Tax Returns: Form 1041 Workshop with Filled-in Forms (Webinar) (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 Ethics for Tax Professionals (Webinar) (25WS-1936)25WS-1936 | *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? | |
| 1/8/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Applying the Yellow Book to a Financial Statement Audit (Webinar) (25WS-1724)25WS-1724 | *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 | |
| 12/11/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Data Security: Best Practices to Protect Your Business and Yourself (Webinar) (25WS-1639)25WS-1639 | *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 | |
| 12/3/2025 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Form 1040 Return Review Boot Camp for New and Experienced Reviewers (Webinar) (25WS-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 Opportunities in the Metaverse for Accounting and Other Professionals (Webinar) (25WS-2168)25WS-2168 | *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 | |
| 2/12/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Ethics for Tax Professionals (Webinar) (25WS-1791)25WS-1791 | *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? | |
| 12/18/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide (Webinar) (25WS-1714)25WS-1714 | *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 | |
| 12/11/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Forms 7217 and 7203 (Webinar) (25WS-2010)25WS-2010 | *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 | |
| 1/20/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers (Webinar) (25WS-2286)25WS-2286 | *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 | |
| 3/10/2026 | 12:30 - 4 p.m. | Online | 4 CPE (2 tech, 2 non-tech) | |
| Surgent's Basic Estate Administration for CPAs and FAs (Webinar) (25WS-1495)25WS-1495 | *Legal principles and definitions*Trust accounting issues*Working closely with legal counsel proactively in the best interest of the client*Property law concepts*Complex community property issues*Filing special forms: Form SS-4, Form 56, Form 4810, and Form 5495*Executor checklist*The basics of filing a Form 1041 for an estate or non-grantor trust*Filing a final Form 709*The basics of filing Form 706*Understanding 706 elections*Understanding Estate Valuations, including GST and portability*Special considerations for IRAs and ERISA plans*When to make Section 454 elections*When to make Section 754 elections*Understanding the fine points of basis*S corp issues*Partnership and LLC considerations*Passive loss carryforwards and estates*Fiscal year elections*65-day election for trusts and estates*Tax aspects of pecuniary and specific bequests | |
| 11/17/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's 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 Data Analytics Toolkit: Tools and Applications (Webinar) (25WS-1749)25WS-1749 | *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 | |
| 12/15/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Managing Millennials (Webinar) (25WS-2120)25WS-2120 | *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 | |
| 2/5/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues (Webinar) (25WS-2264)25WS-2264 | *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 | |
| 3/4/2026 | 9 - 11 a.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| Surgent's Managing Millennials (Webinar) (25WS-2272)25WS-2272 | *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 | |
| 3/6/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Performing an Effective Audit Risk Assessment (Webinar) (25WS-1894)25WS-1894 | *Audit process and planning*Materiality, performance materiality, and tolerable misstatement*Assessing the risk of material misstatement*Understanding internal controls and when the auditor must evaluate the design and implementation of internal controls*Designing procedures to test the effectiveness of controls*Issues noted related to performing substantive procedures*Documentation*Communication with the Client and Governance | |
| 12/31/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Social Security and Medicare: Planning for You and Your Clients (Webinar) (25WS-1758)25WS-1758 | *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 | |
| 12/15/2025 | 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-2117)25WS-2117 | *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 | |
| 2/5/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Guide to the AICPA Quality Management Standards (Webinar) (25WS-1864)25WS-1864 | *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 | |
| 12/27/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's 2025 Tax Update for Client Advisory Services (Webinar) (25WS-1478)25WS-1478 | *Common tax deadlines and penalties*Employee Retention Credit -- new developments*Beneficial ownership information reporting*Bonus depreciation changes*Form 1099 reporting and changes*Online accounts and IP PINs*Virtual currency updates*Green energy credit compliance | |
| 11/13/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes (Webinar) (25WS-2157)25WS-2157 | *Reasonable compensation*Fringe benefits for S corporation shareholders*Built-in gains tax*Excess passive income tax*Notice 2020-75: PTE elections | |
| 2/11/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Fundamentals of Public Charity Taxation and Form 990 (Webinar) (25WS-1883)25WS-1883 | *Organization and structure of Form 990*Form 990 and its various schedules*Form 990 filing requirements*The public support tests *Taxation of unrelated business income*Compensation-related reporting issues | |
| 12/30/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Excel Shortcuts for Accountants (Webinar) (25WS-1641)25WS-1641 | *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 | |
| 12/3/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Improving Your Profits: Identifying Cost Cutting Opportunities (Webinar) (25WS-1677)25WS-1677 | *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 | |
| 12/8/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Construction Contractors: Accounting and Financial Reporting Issues (Webinar) (25WS-1748)25WS-1748 | *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 | |
| 12/15/2025 | 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-1483)25WS-1483 | *Estimated taxes and deadlines*Tax due dates for common returns and filings*Potential penalties and interest*Information return penalties*Penalties applicable to pass-through entities*Accuracy-related penalties*First-time abatement (FTA)*FTA eligible returns*Reasonable cause*Nexus: sales tax vs. income tax*Sales tax nexus with state specific examples*Remote work and sales tax nexus*Income tax nexus with state-specific examples*Remote work and income tax nexus*Sales factor: throwback rules | |
| 11/14/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Fraud In Single Audits (Webinar) (25WS-1554)25WS-1554 | *Study real-life misappropriations involving federal awards and how they were carried out*The backgrounds, motivations and methodologies of the fraudsters*Brainstorm where things went wrong that allowed the frauds to occur without prevention or detection | |
| 11/21/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Depreciation Rules for Bonus and Section 179 Expensing (Webinar) (25WS-2022)25WS-2022 | *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 | |
| 1/21/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Artificial Intelligence for Accounting and Finance Professionals (Webinar) (25WS-1956)25WS-1956 | *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 | |
| 1/12/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Ins and Outs of Health Savings Accounts (Webinar) (25WS-2094)25WS-2094 | *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 | |
| 2/2/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (25WS-2250)25WS-2250 | *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 | |
| 3/2/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Exploring Client Advisory Services: Tax Due Dates and Penalties/Where Do I Need To File? (Webinar) (25WS-1906)25WS-1906 | *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 | |
| 1/5/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's The Most Critical Challenges in Governmental Accounting Today (Webinar) (25WS-1537)25WS-1537 | *The implementation of GASB No. 101 on compensated absences*The 2025 application of GASB No. 102 regarding certain risk disclosures*GASB No. 103 addressing improvements to the financial reporting model*Additional recently issued GASB standards and projects | |
| 11/20/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Industry Accountant Key Performance Metrics (Webinar) (25WS-1630)25WS-1630 | *Key tools used by businesses and financial professionals across the globe to measure performance*Detailed, real-world examples of businesses utilizing these tools | |
| 12/2/2025 | 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-2058)25WS-2058 | *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 | |
| 1/27/2026 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Top 20 Questions advisers Ask About the SECURE Acts and Other IRA Rules (Webinar) (25WS-1516)25WS-1516 | *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 | |
| 11/18/2025 | 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-1640)25WS-1640 | *Creating a data model/Power Pivot*Building PivotTables from multiple tables*Creating Measures*Using named sets | |
| 12/3/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Mastering Accounting for Income Taxes (Webinar) (25WS-2278)25WS-2278 | *The sources of deferred tax assets and liabilities*Calculating the deferred tax asset or liability*Reporting income-tax expense and balance sheet items*CARES Act accounting implications*Defining, analyzing, and reporting uncertain tax positions*Classification of deferred tax assets and liabilities*Disclosure requirements*Recent and proposed changes to the accounting and disclosure requirements for income taxes | |
| 3/9/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Controllership Skills Update: Current Survival Skills (Webinar) (25WS-2265)25WS-2265 | *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 | |
| 3/5/2026 | 9 - 11 a.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| Surgent's Business Law for Small Business Owners (Webinar) (25WS-1747)25WS-1747 | *Contract principles*Legal issues related to various types of business organizations*Worker classification*Employee rights and the duties of employers*Real property law | |
| 12/15/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide (Webinar) (25WS-2161)25WS-2161 | *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 | |
| 2/12/2026 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Tax Research (Webinar) (25WS-2089)25WS-2089 | *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 | |
| 1/30/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's The Americans with Disabilities Act and the Family and Medical Leave Act (Webinar) (25WS-1521)25WS-1521 | *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 | |
| 11/19/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's S Corporation Taxation: Advanced Issues (Webinar) (25WS-1939)25WS-1939 | *Detailed rules governing basis in the shareholder's debt and stock*AAA*Built-in gains incurred from the sale of assets*Redemptions and liquidations*Compensation planning for shareholders, including planning strategies under the SECURE Act*Tax Cuts and Jobs Act of 2017 and the various stimulus acts, as applicable | |
| 1/8/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Adapting to Today's Changing Accounting Landscape (Webinar) (25WS-1870)25WS-1870 | *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 | |
| 12/29/2025 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Exploring Business Valuation Fundamentals (Webinar) (25WS-2075)25WS-2075 | *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 | |
| 1/29/2026 | 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-2107)25WS-2107 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions*Potential expiration of select TCJA provisions - understand the implications for taxpayers as key provisions of the TCJA approach sunset dates*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*Principles and considerations for nonresident withholding, composite payments, and passthrough entity taxes*Partnership Distributions, Form 7217, and S Corporation Redemptions*Thinking beyond Section 163(j) -- Interest Allocation Rules, Original Issue Discount, Applicable High Yield Discount Obligations, Convertible Corporate Debt Instruments, and Debt-Financed Distributions*Timely coverage of breaking tax legislation*Selected Practice and Reporting Issues: What's new?*A review of recent cases and tax law changes and IRS guidance affecting S corporations, partnerships, limited liability companies, and limited liability partnerships*Form 1099-K reporting requirements*Bonus depreciation*Section 174 Research & Experimental Expenditures -- guidance under Notice 2023-63 and Notice 2024-12*Decentralized Autonomous Organizations (DAOs) | |
| 2/4/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Technical Business Practice Issues and Tax Forms for Experienced Practitioners (Webinar) (25WS-1987)25WS-1987 | *Schedules K-2 and K-3 and filing exceptions
*Form 7203
*IRS Tax Pro Account
*IRS modernization initiatives
*Information Returns Intake System (IRIS)
*Identity Theft warnings
*IRS guidance for the marijuana industry
*"Recycled" Form 1099-NEC to report nonemployee compensation
*Form 1065 steps for reporting capital
*Centralized audit regime; late filing penalties and small partnership relief
*"Substance over Form" argument of shareholder loans
*Advanced study of "At-Risk" loans
*Employer W-2 correction requests
*White House 2025 Budget Points
*Don't get caught watching the paint dry -- What is hot and new
*What is terminating S corporations today?
*Special allocation issues of Section 704
*Final regulations for allocating depreciation recapture to partners and members of LLCs
* | |
| 1/15/2026 | 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 Excel Shortcuts for Accountants (Webinar) (25WS-2100)25WS-2100 | *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 | |
| 2/3/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Working Remotely: Best Practices, Challenges and Opportunities (Webinar) (25WS-2160)25WS-2160 | *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 | |
| 2/11/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (25WS-1896)25WS-1896 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions*Potential expiration of select TCJA provisions - understand the implications for taxpayers as key provisions of the TCJA approach sunset dates*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*Principles and considerations for nonresident withholding, composite payments, and passthrough entity taxes*Partnership Distributions, Form 7217, and S Corporation Redemptions*Thinking beyond Section 163(j) -- Interest Allocation Rules, Original Issue Discount, Applicable High Yield Discount Obligations, Convertible Corporate Debt Instruments, and Debt-Financed Distributions*Timely coverage of breaking tax legislation*Selected Practice and Reporting Issues: What's new?*A review of recent cases and tax law changes and IRS guidance affecting S corporations, partnerships, limited liability companies, and limited liability partnerships*Form 1099-K reporting requirements*Bonus depreciation*Section 174 Research & Experimental Expenditures -- guidance under Notice 2023-63 and Notice 2024-12*Decentralized Autonomous Organizations (DAOs) | |
| 1/2/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Emotional Intelligence (Webinar) (25WS-2053)25WS-2053 | *Self-awareness*Self-regulation & motivation*Empathy*Managing relationships | |
| 1/26/2026 | 8 - 11:30 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Current Issues in Accounting and Auditing: An Annual Update (Webinar) (25WS-1814)25WS-1814 | *Recently issued but newly implemented Accounting Standards Updates (ASUs), the PCC Update, and items on the FASB's Technical Agenda*New ASUs covering disaggregated expenses, crypto assets (e.g., cryptocurrency), and business combinations*Results and findings of the FASB's Final (Stage 3) Post-Implementation Review (PIR) Report on Topic 606*Recently issued SASs and other AICPA activity through SAS No. 149*Detailed review of the three new Statement on Quality Management Standards (SQMS 1, SQMS 2, and SQMS 3)*Other important A&A practice matters | |
| 12/20/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Business Law for Small Business Owners (Webinar) (25WS-2124)25WS-2124 | *Contract principles*Legal issues related to various types of business organizations*Worker classification*Employee rights and the duties of employers*Real property law | |
| 2/6/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Understanding Partnership Taxation: PTE Elections, 754 Elections and Selling a Partnership Interest (Webinar) (25WS-2055)25WS-2055 | *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 | |
| 1/26/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Excel Budgeting Ideas (Webinar) (25WS-2181)25WS-2181 | *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 | |
| 2/17/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Privacy and Security Training: Obligations of Confidentiality and Safekeeping (Webinar) (25WS-2221)25WS-2221 | *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) | |
| 2/24/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Excel Budgeting Ideas (Webinar) (25WS-1688)25WS-1688 | *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 | |
| 12/9/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (25WS-1863)25WS-1863 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures*Statement on Quality Management Standards: SQMS 1, SQMS 2, and SQMS 3*Post-Implementation Review Report for revenue recognition under ASC 606 and best practices in applying ASC 606*Fraud case studies*Recently issued SASs and other AICPA activity*Recently issued PCAOB standards and SEC rulemaking activities*Other important A&A practice matters | |
| 12/27/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Guide and Update to Compilations, Reviews and Preparations (Webinar) (25WS-1594)25WS-1594 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services 2018*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance with Statements on Standards for Accounting and Review Services*SSARS No. 27, Applicability of AR-C Section 70 to Financial Statements Prepared as Part of a Consulting Services Engagement*Sample comprehensive engagement work programs for preparation, compilation, and review engagements | |
| 11/28/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-2074)25WS-2074 | *Comprehensive coverage of the One Big Beautiful Bill (OBBB) -- tip income exemption, overtime pay relief, auto loan interest deduction, the expanded SALT cap, bonus depreciation, Trump accounts, temporary senior deduction, increased 179 deduction, changes to 163(j) and 174 and more
*Permanent extension of select TCJA provisions
*Digital assets and tax implications -- Form 1099-DA for reporting digital asset transactions, IRS guidance on cryptocurrencies, NFTs, and broker responsibilities
*Artificial intelligence -- within tax practices, how the IRS is leveraging AI to enhance audit selection
*Form 1099-K reporting requirements
*Sale of Passthrough Entity Interests and Net Investment Income Tax
*The Gig Economy -- Independent Contractor vs. Employee classification challenges, reporting responsibilities, 2024 Department of Labor Final Rule on worker status
*Practice aids covering inflation-adjusted tax thresholds, mileage rates and contribution limits
*Advanced reporting issues and planning opportunities relevant to current tax practice | Lickwar Robert |
| 1/29/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Engagement and Client Retention Best Practices (Webinar) (25WS-2191)25WS-2191 | *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 | |
| 2/18/2026 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Introduction to Forensic Accounting (Webinar) (25WS-2215)25WS-2215 | *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 | |
| 2/23/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Tax Forms Boot Camp: LLCs, Partnerships and S Corporations (Webinar) (25WS-1933)25WS-1933 | *Compare and contrast the tax consequences, opportunities, and pitfalls of operating a business as a partnership, LLC, or S corporation*Reporting requirements and filing exceptions for Schedules K-2 and K-3*Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations*Gain a comprehensive understanding of income tax laws for S corporations from eligibility and election to tax return preparation, stock basis, and loss limitation issues*Recognize and properly handle special pass-through items of income and expense*Accurately prepare S corporation returns and reconcile book income to taxable income*Accurately prepare partnership returns and reconcile book income to taxable income*What the transactional method entails and how to report partners' capital accounts under this method*Properly handle the tax treatment of distributions to shareholders, partners, or members*Understand the special restrictions and sanctions for tax year-end selection*Review the basics of partnership and LLC formation and basis calculation*Self-employment tax or NOT, for each entity*Filling in K-1s correctly for S corporations, partnerships, and LLCs. Major changes in K-1 reporting on both partnership and S corporation forms and content*The most frequently used forms and schedules, including some form "oddities" | |
| 1/7/2026 | 10 a.m. - 6 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Performing an Effective Audit Risk Assessment (Webinar) (25WS-1488)25WS-1488 | *Audit process and planning*Materiality, performance materiality, and tolerable misstatement*Assessing the risk of material misstatement*Understanding internal controls and when the auditor must evaluate the design and implementation of internal controls*Designing procedures to test the effectiveness of controls*Issues noted related to performing substantive procedures*Documentation*Communication with the Client and Governance | |
| 11/14/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (Webinar) (25WS-1525)25WS-1525 | *Timely coverage of breaking tax legislation*Comprehensive coverage of the Inflation Reduction Act of 2022 and SECURE Act 2.0*A tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on recent tax legislation*Hot developments affecting the upcoming tax season*Review of new laws and changes in old forms to provide a familiarity for the upcoming tax season*Key new tax and practice developments and how they impact the current-year tax forms for individuals | |
| 11/19/2025 | 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-1795)25WS-1795 | *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 | |
| 12/18/2025 | 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-1778)25WS-1778 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions*Potential expiration of select TCJA provisions - understand the implications for taxpayers as key provisions of the TCJA approach sunset dates*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*Principles and considerations for nonresident withholding, composite payments, and passthrough entity taxes*Partnership Distributions, Form 7217, and S Corporation Redemptions*Thinking beyond Section 163(j) -- Interest Allocation Rules, Original Issue Discount, Applicable High Yield Discount Obligations, Convertible Corporate Debt Instruments, and Debt-Financed Distributions*Timely coverage of breaking tax legislation*Selected Practice and Reporting Issues: What's new?*A review of recent cases and tax law changes and IRS guidance affecting S corporations, partnerships, limited liability companies, and limited liability partnerships*Form 1099-K reporting requirements*Bonus depreciation*Section 174 Research & Experimental Expenditures -- guidance under Notice 2023-63 and Notice 2024-12*Decentralized Autonomous Organizations (DAOs) | |
| 12/17/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Tax Reporting for Executive Compensation (Webinar) (25WS-1689)25WS-1689 | *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 | |
| 12/9/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Liquidation of Flow-Through Entities for LLCs and Partnerships (Webinar) (25WS-1631)25WS-1631 | *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 | |
| 12/2/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (Webinar) (25WS-1826)25WS-1826 | *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 | |
| 12/22/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them (Webinar) (25WS-1561)25WS-1561 | *Overview of estate planning*The dangers of a Power of Attorney*The most important aspect of a will*Role, scope, rights, and responsibilities of an executor*Benefits of incorporating a trust*Bequests*Caring for a pet*Claims against the estate*Insurance*Consequences of poor estate planning | |
| 11/21/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's The Accounting Leaders' Survival Guide: Strategies for Managing Organizational Change (Webinar) (25WS-2261)25WS-2261 | *Learn the power of flexibility and adaptability*Manage daily changes and stressors*Avoid burnout and achieve work-life balance | |
| 3/4/2026 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Best Practices in Not-for-Profit Accounting and Reporting (Webinar) (25WS-1732)25WS-1732 | *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 | |
| 12/12/2025 | 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-1762)25WS-1762 | *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 | |
| 12/16/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Inventory Management, Control and Analysis: Best-in-Class Tools to Achieve Success (Webinar) (25WS-2109)25WS-2109 | *Inventory management vs. inventory control*Inventory analysis methods and KPIs*Top inventory management trends*Inventory analysis: methods and KPIs*Inventory management trends for retailers*Inventory management and supply chain management*Top trends in warehouse management*Supply chain inventory optimization | |
| 2/4/2026 | 12:30 - 4 p.m. | Online | 4 CPE (2 tech, 2 non-tech) | |
| Surgent's Going Out on Your Own: Entity Types and Accounting Methods (Webinar) (25WS-1812)25WS-1812 | *Financial planning pyramid*What to consider when picking an entity*Single member LLC vs. sole proprietorship*Corporations -- S vs. C*Double taxation | |
| 12/19/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services (Webinar) (25WS-2079)25WS-2079 | *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 | |
| 1/29/2026 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Guide to the AICPA Quality Management Standards (Webinar) (25WS-1533)25WS-1533 | *Quality management standards*SAS 146, SSARS No. 26, and SSAE 23*Risk assessment, which forms the basis of the SQM*Monitoring and evaluating the SQM | |
| 11/20/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (25WS-2031)25WS-2031 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions*Potential expiration of select TCJA provisions - understand the implications for taxpayers as key provisions of the TCJA approach sunset dates*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*Principles and considerations for nonresident withholding, composite payments, and passthrough entity taxes*Partnership Distributions, Form 7217, and S Corporation Redemptions*Thinking beyond Section 163(j) -- Interest Allocation Rules, Original Issue Discount, Applicable High Yield Discount Obligations, Convertible Corporate Debt Instruments, and Debt-Financed Distributions*Timely coverage of breaking tax legislation*Selected Practice and Reporting Issues: What's new?*A review of recent cases and tax law changes and IRS guidance affecting S corporations, partnerships, limited liability companies, and limited liability partnerships*Form 1099-K reporting requirements*Bonus depreciation*Section 174 Research & Experimental Expenditures -- guidance under Notice 2023-63 and Notice 2024-12*Decentralized Autonomous Organizations (DAOs) | |
| 1/22/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Taxation of the Mobile Workforce (Webinar) (25WS-1455)25WS-1455 | *What states do not have an income tax? What is the relevance to employers?*Where does an employer have an obligation to withhold state taxes for an employee?*At what point does an employee become a resident?*Where is unemployment paid for an out of state employee? | |
| 11/11/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Section 199A: Schedule K-1 Reporting by Relevant Pass-Through Entities (Webinar) (25WS-1756)25WS-1756 | *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 | |
| 12/15/2025 | 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-2243)25WS-2243 | *Automation capabilities of Excel*The "Get & Transform" Tool*Using "Get & Transform" for flattening, splitting and combining data, unpivoting summarized data, and combining CSV exports | |
| 2/27/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Accountability and Action (Webinar) (25WS-2028)25WS-2028 | *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 | |
| 1/22/2026 | 8 - 11:30 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Excel Shortcuts for Accountants (Webinar) (25WS-2268)25WS-2268 | *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 | |
| 3/5/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Single Auditing Made Simple (Webinar) (25WS-1810)25WS-1810 | *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 | |
| 12/19/2025 | 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-1482)25WS-1482 | *Overall landscape of the construction industry*GAAP and recent changes affecting the construction industry*The Revenue Recognition Standard and its impact on the construction industry*The unique relationship between the contractor and the surety*The lease FASB ASC and its impact on the construction industry | |
| 11/14/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Mastering Client Management for Accounting and Finance Professionals (Webinar) (25WS-1820)25WS-1820 | *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 | |
| 12/22/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Update on the SECURE 2.0 Act (Webinar) (25WS-1831)25WS-1831 | *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 | |
| 12/22/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Recent Changes in Workplace Regulations: Overtime, Non-compete Agreements and Employee/Independent Contractor (Webinar) (25WS-2063)25WS-2063 | *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 | |
| 1/27/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding Partnership Taxation: Types of Basis, Contributions and Distributions (Webinar) (25WS-1932)25WS-1932 | *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 | |
| 1/7/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Strategies for Maximizing Social Security Benefits (Webinar) (25WS-2035)25WS-2035 | *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 | |
| 1/22/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Introduction to Required Minimum Distributions (Webinar) (25WS-1915)25WS-1915 | *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 | |
| 1/6/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Social Security: Dispelling Common Myths with Essential Truths (Webinar) (25WS-2150)25WS-2150 | *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? | |
| 2/10/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (25WS-1605)25WS-1605 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions*Potential expiration of select TCJA provisions - understand the implications for individual and business taxpayers as key provisions of the TCJA approach sunset dates*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities*Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection*Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms*The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status*Timely coverage of breaking tax legislation*Real Estate professional requirements*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 12/1/2025 | 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-1715)25WS-1715 | *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) | |
| 12/11/2025 | 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-1919)25WS-1919 | *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 | |
| 1/6/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Ethical Considerations for the CPA (Webinar) (25WS-1978)25WS-1978 | *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 | |
| 1/14/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Surgent's Mastering Accounting for Income Taxes (Webinar) (25WS-1685)25WS-1685 | *The sources of deferred tax assets and liabilities*Calculating the deferred tax asset or liability*Reporting income-tax expense and balance sheet items*CARES Act accounting implications*Defining, analyzing, and reporting uncertain tax positions*Classification of deferred tax assets and liabilities*Disclosure requirements*Recent and proposed changes to the accounting and disclosure requirements for income taxes | |
| 12/9/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Performing an Effective Audit Risk Assessment (Webinar) (25WS-2231)25WS-2231 | *Audit process and planning*Materiality, performance materiality, and tolerable misstatement*Assessing the risk of material misstatement*Understanding internal controls and when the auditor must evaluate the design and implementation of internal controls*Designing procedures to test the effectiveness of controls*Issues noted related to performing substantive procedures*Documentation*Communication with the Client and Governance | |
| 2/25/2026 | 12 - 3:30 p.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-2234)25WS-2234 | *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 | |
| 2/25/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-2116)25WS-2116 | *Comprehensive coverage of the One Big Beautiful Bill (OBBB) -- tip income exemption, overtime pay relief, auto loan interest deduction, the expanded SALT cap, bonus depreciation, Trump accounts, temporary senior deduction, increased 179 deduction, changes to 163(j) and 174 and more
*Permanent extension of select TCJA provisions
*Digital assets and tax implications -- Form 1099-DA for reporting digital asset transactions, IRS guidance on cryptocurrencies, NFTs, and broker responsibilities
*Artificial intelligence -- within tax practices, how the IRS is leveraging AI to enhance audit selection
*Form 1099-K reporting requirements
*Sale of Passthrough Entity Interests and Net Investment Income Tax
*The Gig Economy -- Independent Contractor vs. Employee classification challenges, reporting responsibilities, 2024 Department of Labor Final Rule on worker status
*Practice aids covering inflation-adjusted tax thresholds, mileage rates and contribution limits
*Advanced reporting issues and planning opportunities relevant to current tax practice | Lickwar Robert |
| 2/5/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Critical Conversations (Webinar) (25WS-1997)25WS-1997 | *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 | |
| 1/16/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Predicting Future Financial Issues Facing the Financial Executive (Webinar) (25WS-1661)25WS-1661 | *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 | |
| 12/5/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| Surgent's Achieving High Levels of Compliance and Customer Service in Your Organization (Webinar) (25WS-2143)25WS-2143 | *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 | |
| 2/10/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Controllership Skills Update: Current Survival Skills (Webinar) (25WS-1451)25WS-1451 | *Changing Role of Financial Professionals*Priorities*Change in mission*Valued-added actions*Strategic Measurements*Common errors and guidelines for improvement*Balanced scorecard*Strategy development and implementation*Budgeting basics and next steps*Risk Management*Recent lessons, including Black Swan events*Defining Enterprise Risk Management (ERM)*Implementation*Developing a Financial Leadership Pipeline*Changing employment environment*Retaining the right employees*Compensation*Hiring process*Capital Projects*Types of projects*Factors affecting capacity*Valuation techniques*Cash management*M&A Activity*Current environment*Controller's role*Strategic questions*Sample transactions*Due diligence*Implementation*Introducing Improvements/Innovation*Getting started*Establishing an environment*Potential first projects*Organizational structure | |
| 11/11/2025 | 12 - 2 p.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| Surgent's Yellow Book and Single Audits: How to Stay in Good Graces and Out of Bad Places with Your Peer Reviewer (Webinar) (25WS-1480)25WS-1480 | *The key requirements and audit areas that peer reviewers hone in on when reviewing Yellow Book and single audit engagements*Avoiding common pitfalls seen in Yellow Book and single audits*How to improve your performance on Yellow Book and single audits while staying in good graces with your peer reviewer | |
| 11/13/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Guide to the AICPA Quality Management Standards (Webinar) (25WS-2205)25WS-2205 | *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 | |
| 2/20/2026 | 12 - 2 p.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-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 Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (Webinar) (25WS-2088)25WS-2088 | *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 | |
| 1/30/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Ethical Considerations for the CPA (Webinar) (25WS-1513)25WS-1513 | *Examine the CPA's role in today's economy*Compare similarities and differences between individual and business ethics*Explore the link between ethics, integrity and scruples*Discuss the basic attributes of ethics and professional conduct*Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct*Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues*Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers*Review CPA Independence violations by current legal case examples | |
| 11/18/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Surgent's Successfully Completing an Income Tax Return for a Trust or Estate: Form 1041 (Webinar) (25WS-2060)25WS-2060 | *Passive activity rules for trusts including the NIIT*The different types of trusts for income tax purposes (e.g. simple, complex, grantor, charitable)*The critical categorization of income (taxable income vs. fiduciary accounting income)*Distributable net income (DNI) and how it works*The "Tier" Rules*The Separate Share Rule*IRC 663(b) "65-Day" Rule*IRC Section 691(c) Deduction*QSST and EBST elections*How to treat excess deductions on termination*Grantor trust rules and how they impact planning and return preparation*The income tax side of Domestic Asset Protection Trusts | |
| 1/27/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings (Webinar) (25WS-1459)25WS-1459 | *Coverage of applicable rules from SECURE Act 2.0*The 10% penalty*Net unrealized appreciation of employer securities*Roth IRA conversions*Rollovers and the limitations*Direct rollovers vs indirect rollovers, and tax withholding*Beneficiary portability rules*When a Roth IRA distribution is qualified to be tax-free*Excess contributions and the 6% excise tax | |
| 11/12/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Webinar) (25WS-1615)25WS-1615 | *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 | |
| 12/1/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Mastering Client Management for Accounting and Finance Professionals (Webinar) (25WS-1904)25WS-1904 | *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 | |
| 1/5/2026 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Successfully Completing an Income Tax Return for a Trust or Estate: Form 1041 (Webinar) (25WS-1610)25WS-1610 | *Passive activity rules for trusts including the NIIT*The different types of trusts for income tax purposes (e.g. simple, complex, grantor, charitable)*The critical categorization of income (taxable income vs. fiduciary accounting income)*Distributable net income (DNI) and how it works*The "Tier" Rules*The Separate Share Rule*IRC 663(b) "65-Day" Rule*IRC Section 691(c) Deduction*QSST and EBST elections*How to treat excess deductions on termination*Grantor trust rules and how they impact planning and return preparation*The income tax side of Domestic Asset Protection Trusts | |
| 12/1/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Achieving High Levels of Compliance and Customer Service in Your Organization (Webinar) (25WS-2009)25WS-2009 | *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 | |
| 1/20/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Time Management for Professionals (Webinar) (25WS-1633)25WS-1633 | *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 | |
| 12/2/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Time Management for Professionals (Webinar) (25WS-2185)25WS-2185 | *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 | |
| 2/17/2026 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's U.S. Taxation of Foreign Corporations: A Case Study Approach (Webinar) (25WS-2114)25WS-2114 | *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 | |
| 2/4/2026 | 8 - 11 a.m. | Online | 3 CPE (3 tech, 0 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 Annual Accounting and Auditing Update (Webinar) (25WS-1923)25WS-1923 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures*Statement on Quality Management Standards: SQMS 1, SQMS 2, and SQMS 3*Post-Implementation Review Report for revenue recognition under ASC 606 and best practices in applying ASC 606*Fraud case studies*Recently issued SASs and other AICPA activity*Recently issued PCAOB standards and SEC rulemaking activities*Other important A&A practice matters | |
| 1/7/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Successful Communication (Webinar) (25WS-2136)25WS-2136 | *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 | |
| 2/9/2026 | 8 - 11:30 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's International Tax Challenges and Opportunities for U.S. Filers (Webinar) (25WS-2000)25WS-2000 | *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 | |
| 1/16/2026 | 9 a.m. - 12 p.m. | Online | 3 CPE (3 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 Tax Planning for Rental Real Estate (Webinar) (25WS-1694)25WS-1694 | *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 | |
| 12/9/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Incredible Leadership Transformations in Accounting - Ways to Improve Leadership and Communication (Webinar) (25WS-1953)25WS-1953 | *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 | |
| 1/9/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Ins and Outs of Health Savings Accounts (Webinar) (25WS-1907)25WS-1907 | *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 | |
| 1/5/2026 | 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-1787)25WS-1787 | *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 | |
| 12/17/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-1481)25WS-1481 | *Comprehensive coverage of the One Big Beautiful Bill (OBBB) -- tip income exemption, overtime pay relief, auto loan interest deduction, the expanded SALT cap, bonus depreciation, Trump accounts, temporary senior deduction, increased 179 deduction, changes to 163(j) and 174 and more
*Permanent extension of select TCJA provisions
*Digital assets and tax implications -- Form 1099-DA for reporting digital asset transactions, IRS guidance on cryptocurrencies, NFTs, and broker responsibilities
*Artificial intelligence -- within tax practices, how the IRS is leveraging AI to enhance audit selection
*Form 1099-K reporting requirements
*Sale of Passthrough Entity Interests and Net Investment Income Tax
*The Gig Economy -- Independent Contractor vs. Employee classification challenges, reporting responsibilities, 2024 Department of Labor Final Rule on worker status
*Practice aids covering inflation-adjusted tax thresholds, mileage rates and contribution limits
*Advanced reporting issues and planning opportunities relevant to current tax practice | Lickwar Robert |
| 11/14/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (25WS-1816)25WS-1816 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures*Statement on Quality Management Standards: SQMS 1, SQMS 2, and SQMS 3*Post-Implementation Review Report for revenue recognition under ASC 606 and best practices in applying ASC 606*Fraud case studies*Recently issued SASs and other AICPA activity*Recently issued PCAOB standards and SEC rulemaking activities*Other important A&A practice matters | |
| 12/22/2025 | 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-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) | |
| Surgent's Excel Shortcuts for Accountants (Webinar) (25WS-1690)25WS-1690 | *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 | |
| 12/9/2025 | 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-1538)25WS-1538 | *Introduction to Form 7203*Introduction to the calculation of stock basis*Introduction to the calculation of loan basis*Taxable and nontaxable S corporation distributions to shareholders*The election to reduce basis by deductible losses and expenses before reducing basis by nondeductible expenses | |
| 11/20/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (Webinar) (25WS-1899)25WS-1899 | *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 | |
| 1/2/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Controllership Skills Update: Budgeting, Forecasting and Big Data (Webinar) (25WS-2255)25WS-2255 | *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 | |
| 3/3/2026 | 12 - 2 p.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| Surgent's Excel Budgeting Ideas (Webinar) (25WS-2238)25WS-2238 | *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 | |
| 2/26/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Key Roth IRA and Roth 401(k) Rules for Funding and Tax-free Distributions (Webinar) (25WS-2072)25WS-2072 | *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 | |
| 1/28/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services (Webinar) (25WS-2183)25WS-2183 | *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 | |
| 2/17/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (25WS-1625)25WS-1625 | *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 | |
| 12/2/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Introduction to Forensic Accounting (Webinar) (25WS-1937)25WS-1937 | *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 | |
| 1/8/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Engagement and Client Retention Best Practices (Webinar) (25WS-1928)25WS-1928 | *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 | |
| 1/7/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's The Accountant as the Expert Witness (Webinar) (25WS-1710)25WS-1710 | *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 | |
| 12/10/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Representing a Client in an IRS Audit (Webinar) (25WS-1467)25WS-1467 | *Substantially increased IRS funding provided by the Inflation Reduction Act*IRS test program in 2024 to determine if it should prepare tax returns*Using improved data and analytics to tailor timely collections contacts*Auditing large corporations and partnerships*Audits of high income and high net worth individuals*Information Document Requests*What happens when a client agrees or disagrees with the IRS's audit findings*The Dirty Dozen: roadmap to IRS audit issues | |
| 11/12/2025 | 8 - 11 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's A Complete Tax Guide to Exit Planning (Webinar) (25WS-1602)25WS-1602 | *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 | |
| 11/29/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Simply Auditing Not-for-Profits Efficiently (Webinar) (25WS-1709)25WS-1709 | *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.) | |
| 12/10/2025 | 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-1779)25WS-1779 | *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 | |
| 12/17/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Federal Tax Update (Webinar) (25WS-2059)25WS-2059 | *Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities*Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection*Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms*The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status*Timely coverage of breaking tax legislation*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 1/27/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Public Speaking and Presentation Skills (Webinar) (25WS-1466)25WS-1466 | *How experienced speakers manage presentation anxiety*The elements of effective persuasion*The three styles of speech*Strategies to improve speech pace*The importance of volume when presenting*The art of the pause*Methods for using visual aids*Best practices for preparing for a presentation*Components of an effective presentation | |
| 11/12/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (25WS-1660)25WS-1660 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions*Potential expiration of select TCJA provisions - understand the implications for individual and business taxpayers as key provisions of the TCJA approach sunset dates*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities*Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection*Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms*The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status*Timely coverage of breaking tax legislation*Real Estate professional requirements*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 12/5/2025 | 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-1456)25WS-1456 | *Basis and at-risk basis*How to calculate the amount of annual at-risk basis*Forms 6198 and 7203*When activities may be aggregated for at-risk purposes*Qualified nonrecourse financing | |
| 11/11/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Advanced Individual Income Tax Return Issues (Webinar) (25WS-1917)25WS-1917 | *New issues for the current year tax return and Section 199A*Installment sales -- understanding the complicated issues*Form 8582: Passive losses with carryovers -- Complicated case with filled-in forms*Puts, calls, straddling, and unusual investments -- Understanding the tax laws and reporting them correctly on the tax return*Capital gain and loss issues -- The problem with proper reporting of installment sales issues; capital gains and losses; when is a stock worthless; and much more...*At-risk rules: What a return preparer really needs to know*Passive loss issues -- You cannot just trust your software. What to watch out for and the questions you need your clients to answer in order to do it right!*Incentive and nonqualified stock options -- Reporting; key strategies for planning; dealing with the alternative minimum tax*Alternative minimum tax -- Understanding it; planning strategies to avoid it; using the minimum tax credit; explaining it to a client*Form 6251: Detailed calculation example | |
| 1/6/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Recent Changes in Workplace Regulations: Overtime, Non-compete Agreements and Employee/Independent Contractor (Webinar) (25WS-1580)25WS-1580 | *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 | |
| 11/25/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Required Minimum Distributions: Compliance and Planning (Webinar) (25WS-1809)25WS-1809 | *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 | |
| 12/19/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Excel Tables and Conditional Summing (Webinar) (25WS-2209)25WS-2209 | *Using the Table object to store data*Using the conditional summing function to aggregate Table data*Using the Table object to create mapping tables | |
| 2/20/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit (Webinar) (25WS-2200)25WS-2200 | *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 | |
| 2/19/2026 | 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-2147)25WS-2147 | *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 | |
| 2/10/2026 | 9 a.m. - 12 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Controllership Skills Update: Budgeting, Forecasting and Big Data (Webinar) (25WS-1607)25WS-1607 | *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 | |
| 12/1/2025 | 12 - 2 p.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| Surgent's Artificial Intelligence for Accounting and Finance Professionals (Webinar) (25WS-1532)25WS-1532 | *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 | |
| 11/20/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Key Current Financial and Economic Issues Facing the Financial Executive (Webinar) (25WS-1722)25WS-1722 | *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 | |
| 12/11/2025 | 10 a.m. - 6 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| CANCELLED - Surgent's A Complete Guide to Form 1099-K (Webinar) (25WS-1989)25WS-1989 | *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 | |
| 1/15/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Working Remotely: Best Practices, Challenges and Opportunities (Webinar) (25WS-2270)25WS-2270 | *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 | |
| 3/5/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Basic Estate Administration for CPAs and FAs (Webinar) (25WS-2084)25WS-2084 | *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 | |
| 1/30/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Employer's Handbook: Health Care, Retirement and Fringe Benefit Tax Issues (Webinar) (25WS-1721)25WS-1721 | *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 | |
| 12/11/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-1563)25WS-1563 | *Comprehensive coverage of the One Big Beautiful Bill (OBBB) -- tip income exemption, overtime pay relief, auto loan interest deduction, the expanded SALT cap, bonus depreciation, Trump accounts, temporary senior deduction, increased 179 deduction, changes to 163(j) and 174 and more
*Permanent extension of select TCJA provisions
*Digital assets and tax implications -- Form 1099-DA for reporting digital asset transactions, IRS guidance on cryptocurrencies, NFTs, and broker responsibilities
*Artificial intelligence -- within tax practices, how the IRS is leveraging AI to enhance audit selection
*Form 1099-K reporting requirements
*Sale of Passthrough Entity Interests and Net Investment Income Tax
*The Gig Economy -- Independent Contractor vs. Employee classification challenges, reporting responsibilities, 2024 Department of Labor Final Rule on worker status
*Practice aids covering inflation-adjusted tax thresholds, mileage rates and contribution limits
*Advanced reporting issues and planning opportunities relevant to current tax practice | Lickwar Robert |
| 11/22/2025 | 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-2227)25WS-2227 | *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 | |
| 2/25/2026 | 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 Partnership and LLC Core Tax Issues From Formation Through Liquidation (Webinar) (25WS-1930)25WS-1930 | *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 | |
| 1/7/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Hiring New Workers and Payroll Taxes (Webinar) (25WS-2139)25WS-2139 | *Form W-4*Form I-9*Form W-9*End-of-year compliance*Payroll tax returns*Unemployment insurance | |
| 2/9/2026 | 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-2249)25WS-2249 | *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 | |
| 3/2/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers (Webinar) (25WS-1910)25WS-1910 | *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 | |
| 1/6/2026 | 8 - 11:30 a.m. | Online | 4 CPE (2 tech, 2 non-tech) | |
| Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (25WS-1815)25WS-1815 | *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 | |
| 12/20/2025 | 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-2081)25WS-2081 | *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 | |
| 1/29/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Establishing State Residency and Saving Your Clients Money (Webinar) (25WS-1947)25WS-1947 | *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 | |
| 1/9/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (Webinar) (25WS-1606)25WS-1606 | *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 | |
| 12/1/2025 | 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-1996)25WS-1996 | *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 | |
| 1/16/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's A Guide to Nonqualified Deferred Compensation (Webinar) (25WS-1755)25WS-1755 | *The basics of nonqualified deferred compensation (NQDC)*NQDC compliance*Taxation of NQDC plans*Types of NQDC plans*Financing/funding NQDC plans*Planning strategies | |
| 12/15/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Unique Tax Attributes of Different Entity Types (Webinar) (25WS-1531)25WS-1531 | *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? | |
| 11/20/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Weekly Expert Hour (Webinar) (25WS-1479)25WS-1479 | *Each week's topics will change based on the most critical issues affecting financial professionals | |
| 11/13/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's 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 Ethics for the Industry Accountant (Webinar) (25WS-1968)25WS-1968 | *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 | |
| 1/13/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Surgent's Raising Financially Capable Children (Webinar) (25WS-1840)25WS-1840 | *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 | |
| 12/23/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Exploring Business Valuation Fundamentals (Webinar) (25WS-1766)25WS-1766 | *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 | |
| 12/16/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Individual and Financial Planning Tax Camp (Webinar) (25WS-1908)25WS-1908 | *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 | |
| 1/5/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know (Webinar) (25WS-1877)25WS-1877 | *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 | |
| 12/29/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (25WS-1703)25WS-1703 | *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 | |
| 12/10/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients (Webinar) (25WS-2140)25WS-2140 | *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 | |
| 2/9/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (25WS-2077)25WS-2077 | *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 | |
| 1/29/2026 | 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-1553)25WS-1553 | *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 | |
| 11/21/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Hiring New Workers and Payroll Taxes (Webinar) (25WS-1850)25WS-1850 | *Form W-4*Form I-9*Form W-9*End-of-year compliance*Payroll tax returns*Unemployment insurance | |
| 12/24/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-1746)25WS-1746 | *Comprehensive coverage of the One Big Beautiful Bill (OBBB) -- tip income exemption, overtime pay relief, auto loan interest deduction, the expanded SALT cap, bonus depreciation, Trump accounts, temporary senior deduction, increased 179 deduction, changes to 163(j) and 174 and more
*Permanent extension of select TCJA provisions
*Digital assets and tax implications -- Form 1099-DA for reporting digital asset transactions, IRS guidance on cryptocurrencies, NFTs, and broker responsibilities
*Artificial intelligence -- within tax practices, how the IRS is leveraging AI to enhance audit selection
*Form 1099-K reporting requirements
*Sale of Passthrough Entity Interests and Net Investment Income Tax
*The Gig Economy -- Independent Contractor vs. Employee classification challenges, reporting responsibilities, 2024 Department of Labor Final Rule on worker status
*Practice aids covering inflation-adjusted tax thresholds, mileage rates and contribution limits
*Advanced reporting issues and planning opportunities relevant to current tax practice | Lickwar Robert |
| 12/15/2025 | 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-2131)25WS-2131 | *Recently issued but newly implemented Accounting Standards Updates (ASUs), the PCC Update, and items on the FASB's Technical Agenda*New ASUs covering disaggregated expenses, crypto assets (e.g., cryptocurrency), and business combinations*Results and findings of the FASB's Final (Stage 3) Post-Implementation Review (PIR) Report on Topic 606*Recently issued SASs and other AICPA activity through SAS No. 149*Detailed review of the three new Statement on Quality Management Standards (SQMS 1, SQMS 2, and SQMS 3)*Other important A&A practice matters | |
| 2/9/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Implementing Subscription Pricing to Your Practice (Webinar) (25WS-2171)25WS-2171 | *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 | |
| 2/12/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Understanding and Testing Control and Compliance in a Single Audit (Webinar) (25WS-1776)25WS-1776 | *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 | |
| 12/16/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (Webinar) (25WS-1736)25WS-1736 | *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 | |
| 12/12/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Assessing the Risk of Fraud in a Financial Statement Audit (Webinar) (25WS-1494)25WS-1494 | *The fraud landscape in the United States*Fraud risk procedures as updated by recently issued standards*Most likely fraud types found in small to mid-sized entities*Internal controls to prevent and detect fraud*What to do when fraud is identified or suspected*Case studies based on recent frauds*Cyber fraud schemes and how to prevent and detect them*Analytics that can be used as fraud risk procedures*Assessing the risk of grant fraud in a Single Audit | |
| 11/17/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Business Writing: Professional and Effective Emails (Webinar) (25WS-1469)25WS-1469 | *Preparing to write: what is my purpose and objective and who is my audience*When email is the appropriate communication methodology and when it's not*Common email mistakes and how to avoid them*Proven techniques for writing more efficient, readable, and outcome-focused emails | |
| 11/13/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (Webinar) (25WS-1472)25WS-1472 | *Timely coverage of breaking tax legislation*Comprehensive coverage of the Inflation Reduction Act of 2022 and SECURE Act 2.0*A tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on recent tax legislation*Hot developments affecting the upcoming tax season*Review of new laws and changes in old forms to provide a familiarity for the upcoming tax season*Key new tax and practice developments and how they impact the current-year tax forms for individuals | |
| 11/13/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Exploring Client Advisory Services: Tax Due Dates and Penalties/Where Do I Need To File? (Webinar) (25WS-2177)25WS-2177 | *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 | |
| 2/13/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Food, Beverage and Entertainment Expensing (Webinar) (25WS-1976)25WS-1976 | *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 | |
| 1/14/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Management Fundamentals (Webinar) (25WS-2210)25WS-2210 | *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 | |
| 2/20/2026 | 8 - 11:30 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's 2025 Tax Update for Client Advisory Services (Webinar) (25WS-1942)25WS-1942 | *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 | |
| 1/8/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Tax Research: Intermediate Concepts (Webinar) (25WS-1921)25WS-1921 | *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 | |
| 1/6/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality (Webinar) (25WS-1676)25WS-1676 | *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 | |
| 12/8/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit (Webinar) (25WS-1524)25WS-1524 | *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 | |
| 11/19/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Inventory Management, Control and Analysis: Best-in-Class Tools to Achieve Success (Webinar) (25WS-1542)25WS-1542 | *Inventory management vs. inventory control*Inventory analysis methods and KPIs*Top inventory management trends*Inventory analysis: methods and KPIs*Inventory management trends for retailers*Inventory management and supply chain management*Top trends in warehouse management*Supply chain inventory optimization | |
| 11/20/2025 | 12 - 3:30 p.m. | Online | 4 CPE (2 tech, 2 non-tech) | |
| Surgent's Introduction to Forensic Accounting (Webinar) (25WS-2110)25WS-2110 | *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 | |
| 2/4/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-1730)25WS-1730 | *Comprehensive coverage of the One Big Beautiful Bill (OBBB) -- tip income exemption, overtime pay relief, auto loan interest deduction, the expanded SALT cap, bonus depreciation, Trump accounts, temporary senior deduction, increased 179 deduction, changes to 163(j) and 174 and more
*Permanent extension of select TCJA provisions
*Digital assets and tax implications -- Form 1099-DA for reporting digital asset transactions, IRS guidance on cryptocurrencies, NFTs, and broker responsibilities
*Artificial intelligence -- within tax practices, how the IRS is leveraging AI to enhance audit selection
*Form 1099-K reporting requirements
*Sale of Passthrough Entity Interests and Net Investment Income Tax
*The Gig Economy -- Independent Contractor vs. Employee classification challenges, reporting responsibilities, 2024 Department of Labor Final Rule on worker status
*Practice aids covering inflation-adjusted tax thresholds, mileage rates and contribution limits
*Advanced reporting issues and planning opportunities relevant to current tax practice | Lickwar Robert |
| 12/12/2025 | 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-1701)25WS-1701 | *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? | |
| 12/10/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Depreciation Rules for Bonus and Section 179 Expensing (Webinar) (25WS-1470)25WS-1470 | *President Trump's promise to restore full bonus depreciation effective January 20, 2025*Bonus and Section 179 depreciation rules for 2025*2025 legislative changes that could extend the TCJA depreciation changes for many years or even make them permanent*Possible return of 100% bonus depreciation*What will the depreciation rules be in 2026 and beyond if the TCJA depreciation rules are not extended beyond 2025*Section 179 expensing rules for 2025 and beyond, including how Section 179 applies to business vehicles*2025 rules for vehicle depreciation | |
| 11/13/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Guide to Payroll Taxes and 1099 Issues (Webinar) (25WS-1823)25WS-1823 | *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 | |
| 12/22/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Ethical Considerations for the CPA (Webinar) (25WS-1845)25WS-1845 | *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 | |
| 12/24/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Surgent's Weekly Expert Hour (Webinar) (25WS-1545)25WS-1545 | *Each week's topics will change based on the most critical issues affecting financial professionals | |
| 11/20/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Ensure Your Accounting Team Is Operating at Peak Performance Through Engagement and Motivation (Webinar) (25WS-2154)25WS-2154 | *Increase productivity and profitability*Communicate better and resolve conflict*Learn teamwork principles in today's changing accounting workplace*Motivate yourself and your team | |
| 2/11/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Essential Depreciation and Expensing Update (Webinar) (25WS-1454)25WS-1454 | *Resolved technical glitches for qualified improvement property*Detailed coverage of Section 179 expense elections and Section 168(k) bonus or additional first-year depreciation -- how to maximize them, definitions, limitations, qualified property, etc.*Sale of property and the depreciation recapture rules (Section 1245, Section 1250, unrecaptured Section 1250 gain for real estate, Section 291 for corporations)*MACRS depreciation -- finding the proper method, convention, and recovery period*Listed property and the current limitations*Amortization of start-up, organization, and other expenditures*AMT depreciation adjustments and how to avoid them*Examples, cases, and rulings of depreciation and amortization issues and how they impact clients, along with useful planning opportunities | |
| 11/11/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (Webinar) (25WS-2203)25WS-2203 | *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 | |
| 2/19/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties (Webinar) (25WS-2170)25WS-2170 | *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 | |
| 2/12/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Taxation of Partnership Distributions and Sales of Partnership Interests (Webinar) (25WS-1929)25WS-1929 | *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 | |
| 1/7/2026 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Reasonable Suspicion (Webinar) (25WS-1829)25WS-1829 | *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 | |
| 12/22/2025 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Surgent's Getting Ready for Busy Season: Review Individual Tax Form Changes (Webinar) (25WS-1913)25WS-1913 | *Major 2025 tax form changes as they relate to individual taxpayers*Key new tax developments as they relate to 2025 and how they impact the 2025 tax forms | |
| 1/6/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Strategies for Maximizing Social Security Benefits (Webinar) (25WS-1876)25WS-1876 | *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 | |
| 12/29/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's A Complete Guide to the Yellow Book (Webinar) (25WS-1509)25WS-1509 | *When is the auditor required to follow the Yellow Book (aka Government Auditing Standards or GAGAS)?*How the Yellow Book requirements relate to generally accepted auditing standards and the single audit requirements*The different types of Yellow Book audit and attestation engagements that auditors may be called upon to perform*The Yellow Book standards related to the qualifications of the auditor (i.e., requirements related to independence, CPE, peer review, and more)*The Yellow Book requirements related to the performance of and reporting on a financial audit*The Yellow Book requirements related to attestation engagements (i.e., examinations, reviews, and agreed-upon procedures engagements) and performance audits | |
| 11/18/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Hiring and Firing of Employees: What You Can and Cannot Do (Webinar) (25WS-1663)25WS-1663 | *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? | |
| 12/5/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Top 20 Questions advisers Ask About the SECURE Acts and Other IRA Rules (Webinar) (25WS-1838)25WS-1838 | *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 | |
| 12/23/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Section 199A: Schedule K-1 Reporting by Relevant Pass-Through Entities (Webinar) (25WS-1931)25WS-1931 | *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 | |
| 1/7/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Food, Beverage and Entertainment Expensing (Webinar) (25WS-2236)25WS-2236 | *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 | |
| 2/26/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Establishing State Residency and Saving Your Clients Money (Webinar) (25WS-2199)25WS-2199 | *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 | |
| 2/19/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Top Individual Tax Planning Strategies (Webinar) (25WS-1463)25WS-1463 | *New Clean Vehicles (CV) and the Clean Vehicle Credit*What the CV seller must provide to the buyer*Credit for previously owned CVs*Energy efficient home improvement credit*Increase in age for required beginning date for RMDs*Reduction in excise tax on RMD failures*Indexing IRA catch-up limit*Higher catch-up limit to apply at age 60, 61, 62 and 63*Withdrawals for certain emergency expenses*Qualifying longevity annuity contracts (QLACs)*One-time election for qualified charitable distribution (QCD) to split-interest entity; increase in QCD limitation | |
| 11/12/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's A Complete Tax Guide to Exit Planning (Webinar) (25WS-2153)25WS-2153 | *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 | |
| 2/11/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Getting Ready for Busy Season: Review Individual Tax Form Changes (Webinar) (25WS-1566)25WS-1566 | *Major 2025 tax form changes as they relate to individual taxpayers*Key new tax developments as they relate to 2025 and how they impact the 2025 tax forms | |
| 11/24/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Preparation and Compilation Engagements Under the SSARS (Webinar) (25WS-2064)25WS-2064 | *Relevant sections of SSARS No. 21, Clarification and Recodification*SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services*Proposed changes to the SSARS guidance*Comprehensive sample engagement work programs for preparation and compilation engagements*Prescribed form, specified line item, pro forma, and other engagement variations*Complete illustrations of relevant engagement letters, reporting and other required communications for preparation and compilation engagements | |
| 1/27/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Introduction to Required Minimum Distributions (Webinar) (25WS-2284)25WS-2284 | *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 | |
| 3/9/2026 | 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-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 Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit (Webinar) (25WS-1792)25WS-1792 | *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 | |
| 12/18/2025 | 2 - 4 p.m. | Online | 2 CPE (2 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) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-1853)25WS-1853 | *Comprehensive coverage of the One Big Beautiful Bill (OBBB) -- tip income exemption, overtime pay relief, auto loan interest deduction, the expanded SALT cap, bonus depreciation, Trump accounts, temporary senior deduction, increased 179 deduction, changes to 163(j) and 174 and more
*Permanent extension of select TCJA provisions
*Digital assets and tax implications -- Form 1099-DA for reporting digital asset transactions, IRS guidance on cryptocurrencies, NFTs, and broker responsibilities
*Artificial intelligence -- within tax practices, how the IRS is leveraging AI to enhance audit selection
*Form 1099-K reporting requirements
*Sale of Passthrough Entity Interests and Net Investment Income Tax
*The Gig Economy -- Independent Contractor vs. Employee classification challenges, reporting responsibilities, 2024 Department of Labor Final Rule on worker status
*Practice aids covering inflation-adjusted tax thresholds, mileage rates and contribution limits
*Advanced reporting issues and planning opportunities relevant to current tax practice | Lickwar Robert |
| 12/26/2025 | 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 Tax Reporting for Executive Compensation (Webinar) (25WS-2152)25WS-2152 | *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 | |
| 2/11/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Employer's Handbook: Legal, Tax and Health Care Issues (Webinar) (25WS-2166)25WS-2166 | *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? | |
| 2/12/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's The CMA's Guide to Project Management (Webinar) (25WS-1720)25WS-1720 | *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 | |
| 12/11/2025 | 9 - 11 a.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| Surgent's Choosing the Right Business Entity (Webinar) (25WS-1733)25WS-1733 | *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 | |
| 12/12/2025 | 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 Anatomy of a Ransomware Event and Incident Response (Webinar) (25WS-2090)25WS-2090 | *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 | |
| 2/2/2026 | 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-1726)25WS-1726 | *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 | |
| 12/11/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Lessons Learned from Successful Companies (Webinar) (25WS-2080)25WS-2080 | *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 | |
| 1/29/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's The Complete Guide to Payroll Taxes and 1099 Issues (Webinar) (25WS-1836)25WS-1836 | *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 | |
| 12/23/2025 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 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 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 The Americans with Disabilities Act and the Family and Medical Leave Act (Webinar) (25WS-2068)25WS-2068 | *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 | |
| 1/28/2026 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Understanding and Managing Burnout Among Accounting and Finance Professionals (Webinar) (25WS-1460)25WS-1460 | *The causes of burnout in the accounting profession*Effects of burnout on employee well-being*Strategies to protect employee well-being in a highly demanding profession*Organizational costs associated with employee burnout*Tools used to measure employee well-being | |
| 11/12/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Virtual Currency: Keeping Up with the Tax Code (Webinar) (25WS-2017)25WS-2017 | *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 | |
| 1/20/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-2174)25WS-2174 | *Comprehensive coverage of the One Big Beautiful Bill (OBBB) -- tip income exemption, overtime pay relief, auto loan interest deduction, the expanded SALT cap, bonus depreciation, Trump accounts, temporary senior deduction, increased 179 deduction, changes to 163(j) and 174 and more
*Permanent extension of select TCJA provisions
*Digital assets and tax implications -- Form 1099-DA for reporting digital asset transactions, IRS guidance on cryptocurrencies, NFTs, and broker responsibilities
*Artificial intelligence -- within tax practices, how the IRS is leveraging AI to enhance audit selection
*Form 1099-K reporting requirements
*Sale of Passthrough Entity Interests and Net Investment Income Tax
*The Gig Economy -- Independent Contractor vs. Employee classification challenges, reporting responsibilities, 2024 Department of Labor Final Rule on worker status
*Practice aids covering inflation-adjusted tax thresholds, mileage rates and contribution limits
*Advanced reporting issues and planning opportunities relevant to current tax practice | Lickwar Robert |
| 2/13/2026 | 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-1966)25WS-1966 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions*Potential expiration of select TCJA provisions - understand the implications for individual and business taxpayers as key provisions of the TCJA approach sunset dates*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities*Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection*Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms*The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status*Timely coverage of breaking tax legislation*Real Estate professional requirements*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 1/13/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's The Accountant as the Expert Witness (Webinar) (25WS-1475)25WS-1475 | *Becoming qualified as an expert witness*Best practices for testifying at trial*Understanding the different roles accountants can play in litigation*Working with attorneys to prepare and present a case at trial*The role of experts in commercial versus personal injury litigation*Confidentiality orders*Compensation for expert witnesses*Preparing for and attending depositions*Daubert challenges to experts*Expert reports*The role of experts in antitrust, securities litigation, and professional liability cases*Credibility as a witness | |
| 11/13/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's A Complete Guide to the Yellow Book (Webinar) (25WS-1819)25WS-1819 | *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 | |
| 12/22/2025 | 8 a.m. - 4 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-2197)25WS-2197 | *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 | |
| 2/19/2026 | 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-2188)25WS-2188 | *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 | |
| 2/18/2026 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Stock vs. Asset Acquisitions of C Corporations (Webinar) (25WS-1559)25WS-1559 | *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 | |
| 11/21/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Essential Depreciation and Expensing Update (Webinar) (25WS-2122)25WS-2122 | *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 | |
| 2/5/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Critical Issues Involving Taxation of Construction Contractors (Webinar) (25WS-1964)25WS-1964 | *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 | |
| 1/12/2026 | 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-1892)25WS-1892 | *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 | |
| 12/31/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Taking Advantage of Like-Kind Exchanges (Webinar) (25WS-2001)25WS-2001 | *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 | |
| 1/16/2026 | 2 - 4 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-2260)25WS-2260 | *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 | |
| 3/4/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Select Estate and Life Planning Issues for the Middle-Income Client (Webinar) (25WS-2103)25WS-2103 | *Changes to the lifetime estate tax exemption in light of proposed regulations*SECURE 2.0 updates*More than 20 documents that should be reviewed that are neither a will nor trust*Provisions you need in a will*Trusts and other arrangements for children*Durable powers of attorney for healthcare and for financial matters*Realistic retirement goals*Developments relative to estate tax, and the implications for planning | |
| 2/3/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Ethics for Tax Professionals (Webinar) (25WS-1626)25WS-1626 | *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? | |
| 12/2/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Purchase and Sale of a Residence: Critical Tax Issues (Webinar) (25WS-1487)25WS-1487 | *General rules relating to the sale of a residence under Section 121*Sale of a taxpayer's main home*Qualifying for a partial exclusion of gain on the sale of a home*How a taxpayer meets the residence requirement*Meeting the look-back requirement*Separated, divorced, and widowed taxpayers*Work-related moves and unforeseeable events*Inherited homes and homes received in a divorce*Impact of business or rental use of home on the gain exclusion*Reporting gain or loss on the sale of a home | |
| 11/14/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Handling Difficult People (Webinar) (25WS-2214)25WS-2214 | *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 | |
| 2/23/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Basis Shifting: Final Regulations (Webinar) (25WS-2279)25WS-2279 | *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? | |
| 3/9/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's 2025 Tax Update for Client Advisory Services (Webinar) (25WS-1696)25WS-1696 | *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 | |
| 12/9/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Ethical Considerations for the CPA (Webinar) (25WS-1601)25WS-1601 | *Examine the CPA's role in today's economy*Compare similarities and differences between individual and business ethics*Explore the link between ethics, integrity and scruples*Discuss the basic attributes of ethics and professional conduct*Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct*Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues*Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers*Review CPA Independence violations by current legal case examples | |
| 11/29/2025 | 11:30 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-1925)25WS-1925 | *Comprehensive coverage of the One Big Beautiful Bill (OBBB) -- tip income exemption, overtime pay relief, auto loan interest deduction, the expanded SALT cap, bonus depreciation, Trump accounts, temporary senior deduction, increased 179 deduction, changes to 163(j) and 174 and more
*Permanent extension of select TCJA provisions
*Digital assets and tax implications -- Form 1099-DA for reporting digital asset transactions, IRS guidance on cryptocurrencies, NFTs, and broker responsibilities
*Artificial intelligence -- within tax practices, how the IRS is leveraging AI to enhance audit selection
*Form 1099-K reporting requirements
*Sale of Passthrough Entity Interests and Net Investment Income Tax
*The Gig Economy -- Independent Contractor vs. Employee classification challenges, reporting responsibilities, 2024 Department of Labor Final Rule on worker status
*Practice aids covering inflation-adjusted tax thresholds, mileage rates and contribution limits
*Advanced reporting issues and planning opportunities relevant to current tax practice | Lickwar Robert |
| 1/7/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Artificial Intelligence for Accounting and Finance Professionals (Webinar) (25WS-2141)25WS-2141 | *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 | |
| 2/10/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Ethics for Tax Professionals (Webinar) (25WS-2208)25WS-2208 | *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? | |
| 2/20/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Weekly Expert Hour (Webinar) (25WS-1727)25WS-1727 | *Each week's topics will change based on the most critical issues affecting financial professionals | |
| 12/11/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Use the Data Model to Build More Powerful PivotTables (Webinar) (25WS-2099)25WS-2099 | *Creating a data model/Power Pivot*Building PivotTables from multiple tables*Creating Measures*Using named sets | |
| 2/3/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Incredible Leadership Transformations in Accounting - Ways to Improve Leadership and Communication (Webinar) (25WS-2263)25WS-2263 | *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 | |
| 3/4/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Understanding S Corporation Taxation: Shareholder Basis, AAA and Retained Earnings (Webinar) (25WS-1830)25WS-1830 | *S corporation earnings layers*Observations on earnings layers*S corporation basis calculation*IRC 351 transactions*Four loss tiers*Appreciated property distributions | |
| 12/22/2025 | 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-1503)25WS-1503 | *Discuss how productivity strategies may improve work-life balance*Understand the state tax consequences that may arise when working from home*Identify and discuss challenges unique to financial professionals*Review how some organizations are providing support to improve work-life balance*Explore the role of alternative work arrangements*Examine challenges unique to auditors versus tax professionals*A comparison of work-life balance between public and industry accountants*How work-family conflict varies among financial professionals*Recommendations for improving work-life balance | |
| 11/17/2025 | 12 - 2 p.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| Surgent's Getting Ahead: The Art of Marketing for CPAs (Webinar) (25WS-1648)25WS-1648 | *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 | |
| 12/4/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (25WS-2190)25WS-2190 | *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 | |
| 2/18/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Top Individual Tax Planning Strategies (Webinar) (25WS-1874)25WS-1874 | *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 | |
| 12/29/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Simply Auditing Not-for-Profits Efficiently (Webinar) (25WS-1528)25WS-1528 | *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.) | |
| 11/19/2025 | 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-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 Update on the SECURE 2.0 Act (Webinar) (25WS-2113)25WS-2113 | *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 | |
| 2/4/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Strategies for Maximizing Social Security Benefits (Webinar) (25WS-1571)25WS-1571 | *When is a person eligible to take Social Security benefits?*Factors to consider when selecting an option for taking Social Security benefits*Is there a best age to start taking Social Security benefits?*How to maximize Social Security benefit payments for surviving spouses*How can a divorced spouse collect Social Security benefits based on the work record of a former spouse?*How minor children can collect Social Security benefits based on the work record of an older parent | |
| 11/24/2025 | 2 - 4 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-1729)25WS-1729 | *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 | |
| 12/12/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Resilience: The Ultimate Leadership Skill for Accountants -- How to Build it in Yourself and Others (Webinar) (25WS-2112)25WS-2112 | *Bounce back from adversity and pressure*Avoid giving up too soon*Reframe challenges*Learn resilience and transform from mistakes | |
| 2/4/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Taking Advantage of Like-Kind Exchanges (Webinar) (25WS-1797)25WS-1797 | *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 | |
| 12/18/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's S Corporation Taxation: Advanced Issues (Webinar) (25WS-1597)25WS-1597 | *Detailed rules governing basis in the shareholder's debt and stock*AAA*Built-in gains incurred from the sale of assets*Redemptions and liquidations*Compensation planning for shareholders, including planning strategies under the SECURE Act*Tax Cuts and Jobs Act of 2017 and the various stimulus acts, as applicable | |
| 11/28/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Navigating Your Client Through the IRS Appeals Process (Webinar) (25WS-2102)25WS-2102 | *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 | |
| 2/3/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Guide to Payroll Taxes and 1099 Issues (Webinar) (25WS-1846)25WS-1846 | *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 | |
| 12/24/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Understanding S Corporation Taxation: Shareholder Basis, AAA and Retained Earnings (Webinar) (25WS-1589)25WS-1589 | *S corporation earnings layers*Observations on earnings layers*S corporation basis calculation*IRC 351 transactions*Four loss tiers*Appreciated property distributions | |
| 11/26/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's The Risks and Benefits of ChatGPT and Artificial Intelligence (Webinar) (25WS-1637)25WS-1637 | *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 | |
| 12/3/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Managing People Through Motivation (Webinar) (25WS-2222)25WS-2222 | *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 | |
| 2/24/2026 | 12:30 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-1686)25WS-1686 | *Comprehensive coverage of the One Big Beautiful Bill (OBBB) -- tip income exemption, overtime pay relief, auto loan interest deduction, the expanded SALT cap, bonus depreciation, Trump accounts, temporary senior deduction, increased 179 deduction, changes to 163(j) and 174 and more
*Permanent extension of select TCJA provisions
*Digital assets and tax implications -- Form 1099-DA for reporting digital asset transactions, IRS guidance on cryptocurrencies, NFTs, and broker responsibilities
*Artificial intelligence -- within tax practices, how the IRS is leveraging AI to enhance audit selection
*Form 1099-K reporting requirements
*Sale of Passthrough Entity Interests and Net Investment Income Tax
*The Gig Economy -- Independent Contractor vs. Employee classification challenges, reporting responsibilities, 2024 Department of Labor Final Rule on worker status
*Practice aids covering inflation-adjusted tax thresholds, mileage rates and contribution limits
*Advanced reporting issues and planning opportunities relevant to current tax practice | Lickwar Robert |
| 12/9/2025 | 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-1993)25WS-1993 | *S corporation earnings layers*Observations on earnings layers*S corporation basis calculation*IRC 351 transactions*Four loss tiers*Appreciated property distributions | |
| 1/15/2026 | 8 - 10 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-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 Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business (Webinar) (25WS-1854)25WS-1854 | *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 | |
| 12/26/2025 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (25WS-1837)25WS-1837 | *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 | |
| 12/23/2025 | 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-1590)25WS-1590 | *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 | |
| 11/26/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Exploring Business Valuation Fundamentals (Webinar) (25WS-2151)25WS-2151 | *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 | |
| 2/11/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Mastering the Basics of Inventory Accounting (Webinar) (25WS-2271)25WS-2271 | *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 | |
| 3/6/2026 | 11:30 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's A Guide to Gig Economy Tax Issues (Webinar) (25WS-1856)25WS-1856 | *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 | |
| 12/26/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Technical Business Practice Issues and Tax Forms for Experienced Practitioners (Webinar) (25WS-1834)25WS-1834 | *Schedules K-2 and K-3 and filing exceptions
*Form 7203
*IRS Tax Pro Account
*IRS modernization initiatives
*Information Returns Intake System (IRIS)
*Identity Theft warnings
*IRS guidance for the marijuana industry
*"Recycled" Form 1099-NEC to report nonemployee compensation
*Form 1065 steps for reporting capital
*Centralized audit regime; late filing penalties and small partnership relief
*"Substance over Form" argument of shareholder loans
*Advanced study of "At-Risk" loans
*Employer W-2 correction requests
*White House 2025 Budget Points
*Don't get caught watching the paint dry -- What is hot and new
*What is terminating S corporations today?
*Special allocation issues of Section 704
*Final regulations for allocating depreciation recapture to partners and members of LLCs
* | |
| 12/23/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Home Office Rules (Webinar) (25WS-2258)25WS-2258 | *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 | |
| 3/3/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues (Webinar) (25WS-1983)25WS-1983 | *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 | |
| 1/14/2026 | 9 - 11 a.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| Surgent's Strategies for Maximizing Social Security Benefits (Webinar) (25WS-1740)25WS-1740 | *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 | |
| 12/12/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's A Complete Tax Guide to Exit Planning (Webinar) (25WS-1514)25WS-1514 | *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 | |
| 11/18/2025 | 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-1510)25WS-1510 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services*Sample comprehensive engagement work programs for preparation, compilation and review engagements*Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations*Other communication requirements, such as sample engagement letters and management representation letters | |
| 11/18/2025 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Employer's Handbook: Legal, Tax and Health Care Issues (Webinar) (25WS-1499)25WS-1499 | *Hiring and firing issues -- What questions cannot be asked in an interview; how to document employee performance; establishing an annual review system; when an employer may and may not fire an employee, and much more*Employment contracts -- An analysis of the legal and planning issues in structuring employment contracts; when noncompetition agreements will and will not work*Employment issues in the economy -- Telecommuters and other special situations*Legal liability issues -- Recognition of age discrimination, sex discrimination, FLSA issues, minimum wage, overtime, sexual harassment, and more*Fringe benefit issues -- COBRA, Family and Medical Leave Act, and new developments in health care*Medical plans -- Who is a full-time employee? | |
| 11/17/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Raising Financially Capable Children (Webinar) (25WS-2169)25WS-2169 | *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 | |
| 2/12/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (25WS-1865)25WS-1865 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions*Potential expiration of select TCJA provisions - understand the implications for individual and business taxpayers as key provisions of the TCJA approach sunset dates*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities*Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection*Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms*The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status*Timely coverage of breaking tax legislation*Real Estate professional requirements*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 12/27/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Understanding Partnership Taxation: Debt Allocations (Webinar) (25WS-2096)25WS-2096 | *Recourse debt allocations*Constructive liquidation scenarios*Nonrecourse debt allocations*Minimum gains and nonrecourse deductions*Section 704(c) gains*Allocations under 704(c) | |
| 2/2/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (25WS-2029)25WS-2029 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures*Statement on Quality Management Standards: SQMS 1, SQMS 2, and SQMS 3*Post-Implementation Review Report for revenue recognition under ASC 606 and best practices in applying ASC 606*Fraud case studies*Recently issued SASs and other AICPA activity*Recently issued PCAOB standards and SEC rulemaking activities*Other important A&A practice matters | |
| 1/22/2026 | 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 A Complete Guide to the Yellow Book (Webinar) (25WS-1636)25WS-1636 | *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 | |
| 12/3/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Working Remotely: Best Practices, Challenges and Opportunities (Webinar) (25WS-2027)25WS-2027 | *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 | |
| 1/21/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's More Money at the End of the Month: Strategic Ways to Improve Cash Flow (Webinar) (25WS-2004)25WS-2004 | *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 | |
| 1/16/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Artificial Intelligence for Accounting and Finance Professionals (Webinar) (25WS-1763)25WS-1763 | *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 | |
| 12/16/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Achieving High Levels of Compliance and Customer Service in Your Organization (Webinar) (25WS-1497)25WS-1497 | *Why customer service is not just having nice people; it is truly serving the customer*Analysis of the value of the customer to compare it to various costs creating an ROI*How to develop a compliance program that adds value to the customer*A hard look at several companies and industries that have mastered the dual objectives*How recent developments have affected compliance and customer service | |
| 11/17/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Schedules K-2 and K-3: Preparation of Forms (Webinar) (25WS-1465)25WS-1465 | *How to read and complete Parts II and III for Foreign Tax Credit*Practical tips on how to tackle Parts IV and IX for corporate partners*How to correctly fill out Parts X and XIII for foreign partners*Comprehensive examples for operating, real estate rental, and investment partnerships with filled-in sample forms | |
| 11/12/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Key Partnership and S Corporation Tax Planning Strategies (Webinar) (25WS-1599)25WS-1599 | *Timely coverage of breaking tax legislation*Tax consequences of retiring partners seeking liquidating distributions/redemptions and S corporation shareholders seeking the redemption of their shares*At-risk and passive activity loss considerations*Basis planning*Related party transactions: making them work*Income splitting and shifting with family can create considerable benefits*Sale of ownership interest and NIIT considerations | |
| 11/29/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-2008)25WS-2008 | *Comprehensive coverage of the One Big Beautiful Bill (OBBB) -- tip income exemption, overtime pay relief, auto loan interest deduction, the expanded SALT cap, bonus depreciation, Trump accounts, temporary senior deduction, increased 179 deduction, changes to 163(j) and 174 and more
*Permanent extension of select TCJA provisions
*Digital assets and tax implications -- Form 1099-DA for reporting digital asset transactions, IRS guidance on cryptocurrencies, NFTs, and broker responsibilities
*Artificial intelligence -- within tax practices, how the IRS is leveraging AI to enhance audit selection
*Form 1099-K reporting requirements
*Sale of Passthrough Entity Interests and Net Investment Income Tax
*The Gig Economy -- Independent Contractor vs. Employee classification challenges, reporting responsibilities, 2024 Department of Labor Final Rule on worker status
*Practice aids covering inflation-adjusted tax thresholds, mileage rates and contribution limits
*Advanced reporting issues and planning opportunities relevant to current tax practice | Lickwar Robert |
| 1/20/2026 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Data Security: Best Practices to Protect Your Business and Yourself (Webinar) (25WS-1957)25WS-1957 | *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 | |
| 1/12/2026 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (25WS-1620)25WS-1620 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures*Statement on Quality Management Standards: SQMS 1, SQMS 2, and SQMS 3*Post-Implementation Review Report for revenue recognition under ASC 606 and best practices in applying ASC 606*Fraud case studies*Recently issued SASs and other AICPA activity*Recently issued PCAOB standards and SEC rulemaking activities*Other important A&A practice matters | |
| 12/2/2025 | 11 a.m. - 7 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-2192)25WS-2192 | *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 | |
| 2/18/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's A Guide to Nonqualified Deferred Compensation (Webinar) (25WS-2262)25WS-2262 | *The basics of nonqualified deferred compensation (NQDC)*NQDC compliance*Taxation of NQDC plans*Types of NQDC plans*Financing/funding NQDC plans*Planning strategies | |
| 3/4/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Ethics for Tax Professionals (Webinar) (25WS-1511)25WS-1511 | *What does practicing before the IRS mean?*Who may practice before the IRS?*What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return?*May a tax preparer rely on the work of other tax return preparers?*May a tax preparer rely on and use client-provided information?*Standards associated with giving advice to clients*Abolition of the disclaimer requirement*When must a tax preparer examine a client's books and records? | |
| 11/18/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Required Minimum Distributions: Compliance and Planning (Webinar) (25WS-1992)25WS-1992 | *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 | |
| 1/15/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (25WS-1790)25WS-1790 | *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 | |
| 12/18/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Managing Millennials (Webinar) (25WS-1517)25WS-1517 | *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 | |
| 11/18/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Business Law for Small Business Owners (Webinar) (25WS-1507)25WS-1507 | *Contract principles*Legal issues related to various types of business organizations*Worker classification*Employee rights and the duties of employers*Real property law | |
| 11/18/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Auditing 401(k) Plans: Critical Issues and Annual Update (Webinar) (25WS-2277)25WS-2277 | *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 | |
| 3/9/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's More Money at the End of the Month: Strategic Ways to Improve Cash Flow (Webinar) (25WS-1711)25WS-1711 | *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 | |
| 12/10/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Technical Business Practice Issues and Tax Forms for Experienced Practitioners (Webinar) (25WS-1659)25WS-1659 | *Schedules K-2 and K-3 and filing exceptions
*Form 7203
*IRS Tax Pro Account
*IRS modernization initiatives
*Information Returns Intake System (IRIS)
*Identity Theft warnings
*IRS guidance for the marijuana industry
*"Recycled" Form 1099-NEC to report nonemployee compensation
*Form 1065 steps for reporting capital
*Centralized audit regime; late filing penalties and small partnership relief
*"Substance over Form" argument of shareholder loans
*Advanced study of "At-Risk" loans
*Employer W-2 correction requests
*White House 2025 Budget Points
*Don't get caught watching the paint dry -- What is hot and new
*What is terminating S corporations today?
*Special allocation issues of Section 704
*Final regulations for allocating depreciation recapture to partners and members of LLCs
* | |
| 12/5/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Guide to Calculating S Corporation Shareholder Stock and Loan Basis (Webinar) (25WS-2098)25WS-2098 | *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 | |
| 2/3/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-1650)25WS-1650 | *Comprehensive coverage of the One Big Beautiful Bill (OBBB) -- tip income exemption, overtime pay relief, auto loan interest deduction, the expanded SALT cap, bonus depreciation, Trump accounts, temporary senior deduction, increased 179 deduction, changes to 163(j) and 174 and more
*Permanent extension of select TCJA provisions
*Digital assets and tax implications -- Form 1099-DA for reporting digital asset transactions, IRS guidance on cryptocurrencies, NFTs, and broker responsibilities
*Artificial intelligence -- within tax practices, how the IRS is leveraging AI to enhance audit selection
*Form 1099-K reporting requirements
*Sale of Passthrough Entity Interests and Net Investment Income Tax
*The Gig Economy -- Independent Contractor vs. Employee classification challenges, reporting responsibilities, 2024 Department of Labor Final Rule on worker status
*Practice aids covering inflation-adjusted tax thresholds, mileage rates and contribution limits
*Advanced reporting issues and planning opportunities relevant to current tax practice | Lickwar Robert |
| 12/4/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Liquidation of Flow-Through Entities for LLCs and Partnerships (Webinar) (25WS-1453)25WS-1453 | *Tax rules governing liquidation of a partnership or S corporation*Tax treatment of the shareholder/partner/member receiving a liquidating distribution in an S corporation liquidation/partnership liquidation*Tax impact on the pass-through entity when the entity is liquidated*Receipt of corporate liabilities in an S corporation distribution*Proportionate, liquidating partnership distributions to partners, and gains and losses to a partner on a liquidating partnership distribution*Tax issues associated with a partnership distribution of noncash properties in a liquidation*Compliance requirements on the occasion of a liquidation of a corporation or a partnership | |
| 11/11/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Form 1040 Return Review Boot Camp for New and Experienced Reviewers (Webinar) (25WS-1609)25WS-1609 | *Review an error-prone "staff-prepared" Form 1040 from client-provided information. Where do you start? Get to know your client and ask the questions*Several new reporting issues for the reviewer to consider, including the main credit provisions as enacted under the American Rescue Plan*What are common errors preparers make and what are the areas generating malpractice claims?*The importance of engagement letters, questionnaires, and Section 7216 permission statement*Initial administrative groundwork*Identifying organizing issues in the tax return to be reviewed*Avoiding "willful blindness." Handling ethical and moral dilemmas*Efficient review of certain advanced issues for income, adjustments, deductions, and credits*Effective procedures for delinquent clients, filing past-due tax returns*First-time client issues requiring extra scrutiny*Multiple checklists of efficient procedures to identify potential issues on a 1040 return*Listing of schedules for staff to prepare to make a review easier, including basis issues for 1040 clients*Reconciling time pressure with thoroughness and quality control*Professionals acting professionally | |
| 12/1/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Shades Of Gray: Practicing Before The Internal Revenue Service - Circular 230 - Current State (Webinar) (25WS-1651)25WS-1651 | *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 | |
| 12/4/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Home Office Rules (Webinar) (25WS-2240)25WS-2240 | *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 | |
| 2/26/2026 | 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 Purchase and Sale of a Residence: Critical Tax Issues (Webinar) (25WS-1914)25WS-1914 | *General rules relating to the sale of a residence under Section 121*Sale of a taxpayer's main home*Qualifying for a partial exclusion of gain on the sale of a home*How a taxpayer meets the residence requirement*Meeting the look-back requirement*Separated, divorced, and widowed taxpayers*Work-related moves and unforeseeable events*Inherited homes and homes received in a divorce*Impact of business or rental use of home on the gain exclusion*Reporting gain or loss on the sale of a home | |
| 1/6/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's 2025 Tax Update for Client Advisory Services (Webinar) (25WS-2289)25WS-2289 | *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 | |
| 3/10/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (Webinar) (25WS-2085)25WS-2085 | *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 | |
| 1/30/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (25WS-2259)25WS-2259 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures*Statement on Quality Management Standards: SQMS 1, SQMS 2, and SQMS 3*Post-Implementation Review Report for revenue recognition under ASC 606 and best practices in applying ASC 606*Fraud case studies*Recently issued SASs and other AICPA activity*Recently issued PCAOB standards and SEC rulemaking activities*Other important A&A practice matters | |
| 3/4/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Taxation of Partnership Distributions and Sales of Partnership Interests (Webinar) (25WS-1707)25WS-1707 | *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 | |
| 12/10/2025 | 9 a.m. - 12:30 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-1946)25WS-1946 | *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 | |
| 1/9/2026 | 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-1557)25WS-1557 | *Reasonable compensation*Fringe benefits for S corporation shareholders*Built-in gains tax*Excess passive income tax*Notice 2020-75: PTE elections | |
| 11/21/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Lessons Learned From Recent Accounting Malpractice Actions (Webinar) (25WS-2189)25WS-2189 | *Common instances of accounting malpractice *Current claim trends*Frequent defenses to claims*Statute of limitations*Damages*Claims by practice area | |
| 2/18/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 1 Ethics |
| Surgent's Government and Nonprofit Frauds and Controls to Stop Them (Webinar) (25WS-1627)25WS-1627 | *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 | |
| 12/2/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Handling Difficult People (Webinar) (25WS-1662)25WS-1662 | *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 | |
| 12/5/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (Webinar) (25WS-1980)25WS-1980 | *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 | |
| 1/14/2026 | 12:30 - 4 p.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-1767)25WS-1767 | *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 | |
| 12/16/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Found It! Reporting Findings in Yellow Book and Single Audits (Webinar) (25WS-1719)25WS-1719 | *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 | |
| 12/11/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Tax Research (Webinar) (25WS-1878)25WS-1878 | *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 | |
| 12/29/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding Partnership Taxation: Debt Allocations (Webinar) (25WS-1680)25WS-1680 | *Recourse debt allocations*Constructive liquidation scenarios*Nonrecourse debt allocations*Minimum gains and nonrecourse deductions*Section 704(c) gains*Allocations under 704(c) | |
| 12/8/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's How to Effectively Represent Clients Under IRS Audit (Webinar) (25WS-2105)25WS-2105 | *Why the IRS selects a tax return for audit*What happens when the taxpayer disagrees with the results of the audit*IRS employees who interact with taxpayers during an audit*FATCA audits*Types of IRS examinations*Potential IRS audit outcomes*Substitute for returns*Large Partnership Compliance Program*IRS's shift in audit strategies*Responding to IRS Notices online*Audits of high income and high net-worth individuals*The Bipartisan Budget Act of 2015 (BBA) and its impact on auditing partnerships*IRS Letters of Concern | |
| 2/3/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 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 Tax Research: Intermediate Concepts (Webinar) (25WS-1519)25WS-1519 | *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 | |
| 11/18/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Representing a Client in an IRS Audit (Webinar) (25WS-2025)25WS-2025 | *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 | |
| 1/21/2026 | 8 - 11 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Understanding Partnership Taxation: Types of Basis, Contributions and Distributions (Webinar) (25WS-1737)25WS-1737 | *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 | |
| 12/12/2025 | 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-1918)25WS-1918 | *Financial planning pyramid*What to consider when picking an entity*Single member LLC vs. sole proprietorship*Corporations -- S vs. C*Double taxation | |
| 1/6/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services (Webinar) (25WS-1595)25WS-1595 | *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 | |
| 11/28/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 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) | |
| Surgent's Understanding and Managing Burnout Among Accounting and Finance Professionals (Webinar) (25WS-1926)25WS-1926 | *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 | |
| 1/7/2026 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Accountability and Action (Webinar) (25WS-2251)25WS-2251 | *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 | |
| 3/3/2026 | 12:30 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Technical Business Practice Issues and Tax Forms for Experienced Practitioners (Webinar) (25WS-1944)25WS-1944 | *Schedules K-2 and K-3 and filing exceptions
*Form 7203
*IRS Tax Pro Account
*IRS modernization initiatives
*Information Returns Intake System (IRIS)
*Identity Theft warnings
*IRS guidance for the marijuana industry
*"Recycled" Form 1099-NEC to report nonemployee compensation
*Form 1065 steps for reporting capital
*Centralized audit regime; late filing penalties and small partnership relief
*"Substance over Form" argument of shareholder loans
*Advanced study of "At-Risk" loans
*Employer W-2 correction requests
*White House 2025 Budget Points
*Don't get caught watching the paint dry -- What is hot and new
*What is terminating S corporations today?
*Special allocation issues of Section 704
*Final regulations for allocating depreciation recapture to partners and members of LLCs
* | |
| 1/9/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Resilience: The Ultimate Leadership Skill for Accountants -- How to Build it in Yourself and Others (Webinar) (25WS-1489)25WS-1489 | *Bounce back from adversity and pressure*Avoid giving up too soon*Reframe challenges*Learn resilience and transform from mistakes | |
| 11/14/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Business Law for Small Business Owners (Webinar) (25WS-2254)25WS-2254 | *Contract principles*Legal issues related to various types of business organizations*Worker classification*Employee rights and the duties of employers*Real property law | |
| 3/3/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Webinar) (25WS-1649)25WS-1649 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions*Potential expiration of select TCJA provisions - understand the implications for taxpayers as key provisions of the TCJA approach sunset dates*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*Principles and considerations for nonresident withholding, composite payments, and passthrough entity taxes*Partnership Distributions, Form 7217, and S Corporation Redemptions*Thinking beyond Section 163(j) -- Interest Allocation Rules, Original Issue Discount, Applicable High Yield Discount Obligations, Convertible Corporate Debt Instruments, and Debt-Financed Distributions*Timely coverage of breaking tax legislation*Selected Practice and Reporting Issues: What's new?*A review of recent cases and tax law changes and IRS guidance affecting S corporations, partnerships, limited liability companies, and limited liability partnerships*Form 1099-K reporting requirements*Bonus depreciation*Section 174 Research & Experimental Expenditures -- guidance under Notice 2023-63 and Notice 2024-12*Decentralized Autonomous Organizations (DAOs) | |
| 12/4/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Preparing Individual Tax Returns for New Staff and Paraprofessionals (Webinar) (25WS-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) | |
| Surgent's Handbook for Mastering Basis, Distributions and Loss Limitation Issues for S Corporations, LLCs and Partnerships (Webinar) (25WS-1770)25WS-1770 | *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 | |
| 12/16/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Ensure Your Accounting Team Is Operating at Peak Performance Through Engagement and Motivation (Webinar) (25WS-1678)25WS-1678 | *Increase productivity and profitability*Communicate better and resolve conflict*Learn teamwork principles in today's changing accounting workplace*Motivate yourself and your team | |
| 12/8/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Guide to Partner Capital Account Reporting (Webinar) (25WS-1523)25WS-1523 | *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 | |
| 11/19/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Public Speaking and Presentation Skills (Webinar) (25WS-1679)25WS-1679 | *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 | |
| 12/8/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Taxation of Partnership Distributions and Sales of Partnership Interests (Webinar) (25WS-2230)25WS-2230 | *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 | |
| 2/25/2026 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Ethics for the Industry Accountant (Webinar) (25WS-1752)25WS-1752 | *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 | |
| 12/15/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Surgent's Mastering the Basics of Inventory Accounting (Webinar) (25WS-1824)25WS-1824 | *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 | |
| 12/22/2025 | 1:30 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Successful Communication (Webinar) (25WS-1682)25WS-1682 | *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 | |
| 12/8/2025 | 12:30 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Representing a Client in an IRS Audit (Webinar) (25WS-1786)25WS-1786 | *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 | |
| 12/17/2025 | 8 - 11 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Tax Reporting for Executive Compensation (Webinar) (25WS-1948)25WS-1948 | *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 | |
| 1/9/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Top Business Tax Planning Strategies (Webinar) (25WS-1901)25WS-1901 | *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 | |
| 1/5/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding Partnership Taxation: Types of Basis, Contributions and Distributions (Webinar) (25WS-1501)25WS-1501 | *Three different types of basis*Contributions of property*IRC 704(b) -- Capital Accounts and Special Allocations*Contributions of property and debt*Contributions of services*IRS Notice 2020-43 | |
| 11/17/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Home Office Rules (Webinar) (25WS-1893)25WS-1893 | *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 | |
| 12/31/2025 | 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-2023)25WS-2023 | *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) | |
| 1/21/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding How the IRS Rewards Whistleblowers (Webinar) (25WS-2159)25WS-2159 | *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 | |
| 2/11/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's IRS Tax Examinations and Hot Issues (Webinar) (25WS-2145)25WS-2145 | *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 | |
| 2/10/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Tax Planning for Rental Real Estate (Webinar) (25WS-1569)25WS-1569 | *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 | |
| 11/24/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 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 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 Shades Of Gray: Practicing Before The Internal Revenue Service - Circular 230 - Current State (Webinar) (25WS-1902)25WS-1902 | *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 | |
| 1/5/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities (Webinar) (25WS-1588)25WS-1588 | *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 | |
| 11/26/2025 | 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-2056)25WS-2056 | *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 | |
| 1/26/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Guide and Update to Compilations, Reviews and Preparations (Webinar) (25WS-2180)25WS-2180 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services 2018*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance with Statements on Standards for Accounting and Review Services*SSARS No. 27, Applicability of AR-C Section 70 to Financial Statements Prepared as Part of a Consulting Services Engagement*Sample comprehensive engagement work programs for preparation, compilation, and review engagements | |
| 2/17/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Getting Ready for Busy Season: Review Individual Tax Form Changes (Webinar) (25WS-2167)25WS-2167 | *Major 2025 tax form changes as they relate to individual taxpayers*Key new tax developments as they relate to 2025 and how they impact the 2025 tax forms | |
| 2/12/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs (Webinar) (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 Guide and Update to Compilations, Reviews and Preparations (Webinar) (25WS-1872)25WS-1872 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services 2018*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance with Statements on Standards for Accounting and Review Services*SSARS No. 27, Applicability of AR-C Section 70 to Financial Statements Prepared as Part of a Consulting Services Engagement*Sample comprehensive engagement work programs for preparation, compilation, and review engagements | |
| 12/29/2025 | 11:30 a.m. - 3 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-1959)25WS-1959 | *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 | |
| 1/12/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Tax Loss Limitations Imposed on Individuals and Pass-through Entities (Webinar) (25WS-1760)25WS-1760 | *How to calculate a partner or S corporation shareholder's basis*Form 7203 and an S corporation shareholder's basis*The at risk basis rules and Form 6198*The passive activity loss limits*The Section 461(l) loss rule*The net operating loss limitation rules*The Section 163(j) business interest limitation | |
| 12/15/2025 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Management Fundamentals (Webinar) (25WS-1825)25WS-1825 | *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 | |
| 12/22/2025 | 8 - 11:30 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Ethics for Tax Professionals (Webinar) (25WS-2069)25WS-2069 | *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? | |
| 1/28/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Choosing the Right Business Entity (Webinar) (25WS-1508)25WS-1508 | *Why businesses operate as C corporations*Why businesses operate as pass-through entities*Adopting C corporation status*Why businesses choose S corporation status. Tax and business situations that impact entity selection | |
| 11/18/2025 | 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-1474)25WS-1474 | *Funding options for Roth accounts*529 plans to Roth IRAs*Backdoor Roth strategies*The new Roth SEP and Roth SIMPLE IRAs*Roth 401(k) contribution rules*The tax impact of rolling a 401(k) to a Roth IRA*Who can start the Roth IRA 5-year clock?*The 5-year rules for Roth 401(k)s and Roth IRAs*Direct and indirect Roth conversions*Direct and indirect rollovers from Roth 401(k) plans*The risky recapture of the 10% penalty *How the ordering rules work and when they apply*FIFO rules for Roth IRAs*Case studies and cheat sheets to reinforce concepts | |
| 11/13/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding S Corporation Taxation: Shareholder Basis, AAA and Retained Earnings (Webinar) (25WS-2149)25WS-2149 | *S corporation earnings layers*Observations on earnings layers*S corporation basis calculation*IRC 351 transactions*Four loss tiers*Appreciated property distributions | |
| 2/10/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times (Webinar) (25WS-1843)25WS-1843 | *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 | |
| 12/24/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's What Tax Practitioners Need to Know About Medicare (Webinar) (25WS-2127)25WS-2127 | *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 | |
| 2/6/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (25WS-1520)25WS-1520 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures*Statement on Quality Management Standards: SQMS 1, SQMS 2, and SQMS 3*Post-Implementation Review Report for revenue recognition under ASC 606 and best practices in applying ASC 606*Fraud case studies*Recently issued SASs and other AICPA activity*Recently issued PCAOB standards and SEC rulemaking activities*Other important A&A practice matters | |
| 11/19/2025 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Contract Law for Accounting and Finance Professionals (Webinar) (25WS-2235)25WS-2235 | *Contract formation*The necessary components of an enforceable contract*Common defenses to enforcement*Legal capacity requirements*Contract interpretation | |
| 2/26/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments (Webinar) (25WS-1634)25WS-1634 | *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 | |
| 12/3/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Excel Lookups: Moving Beyond VLOOKUP Limitations (Webinar) (25WS-2134)25WS-2134 | *Using lookup functions as an alternative to direct cell references*Understand the limitations of the VLOOKUP function*Discover ways to move beyond these limitations | |
| 2/9/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Skills to Enhance Personal and Professional Networks (Webinar) (25WS-1706)25WS-1706 | *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 | |
| 12/10/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Top Business Tax Planning Strategies (Webinar) (25WS-1496)25WS-1496 | *Use of the budget reconciliation process to enact major tax legislation*Whether the Tax Cuts and Jobs Act of 2017 expires after 2025*Elimination of income taxation on tips, Social Security payments, and overtime*Changes in marginal tax rates after 2025, including 15% rate on corporations for domestic manufacturing*Section 163(j) -- deduction limitation based on EBIT rather than EBITDA*Various tariff proposals ranging from 10% to 200%*Reinstatement of 100% bonus depreciation*Changes in research and development expensing*Increased tax-free benefits for commuting, health, and child care | |
| 11/17/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Weekly Expert Hour (Webinar) (25WS-1943)25WS-1943 | *Each week's topics will change based on the most critical issues affecting financial professionals | |
| 1/8/2026 | 1 - 2 p.m. | Online | 1 CPE (1 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 Reasonable Suspicion (Webinar) (25WS-2224)25WS-2224 | *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 | |
| 2/24/2026 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Surgent's The Most Critical Challenges in Not-for-Profit Accounting Today (Webinar) (25WS-1780)25WS-1780 | *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 | |
| 12/17/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 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 IRS Tax Examinations and Hot Issues (Webinar) (25WS-1484)25WS-1484 | *Criteria that the IRS uses to select returns for examination*Substantiation requirements for travel, charitable contributions, vehicles, meals, virtual currency considerations and tax-related identity theft*Understanding worker classification determinations on who is an employee and who is an independent contractor*Distinguishing S corporation officer's reasonable compensation issues*How the IRS holds persons other than an employer liable for unpaid payroll taxes, a.k.a., the trust fund recovery penalty*Tax-related identity theft procedures | |
| 11/14/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-1945)25WS-1945 | *Comprehensive coverage of the One Big Beautiful Bill (OBBB) -- tip income exemption, overtime pay relief, auto loan interest deduction, the expanded SALT cap, bonus depreciation, Trump accounts, temporary senior deduction, increased 179 deduction, changes to 163(j) and 174 and more
*Permanent extension of select TCJA provisions
*Digital assets and tax implications -- Form 1099-DA for reporting digital asset transactions, IRS guidance on cryptocurrencies, NFTs, and broker responsibilities
*Artificial intelligence -- within tax practices, how the IRS is leveraging AI to enhance audit selection
*Form 1099-K reporting requirements
*Sale of Passthrough Entity Interests and Net Investment Income Tax
*The Gig Economy -- Independent Contractor vs. Employee classification challenges, reporting responsibilities, 2024 Department of Labor Final Rule on worker status
*Practice aids covering inflation-adjusted tax thresholds, mileage rates and contribution limits
*Advanced reporting issues and planning opportunities relevant to current tax practice | Lickwar Robert |
| 1/9/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Ethics for the Industry Accountant (Webinar) (25WS-2237)25WS-2237 | *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 | |
| 2/26/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Surgent's Key Current Financial and Economic Issues Facing the Financial Executive (Webinar) (25WS-1471)25WS-1471 | *Taking a strategic perspective relative to risk management and crisis management*Reviewing the impact uncertainty and risk at the operational level relative to short- and intermediate-term decision making*Determining the safety and soundness of the financial plans for your organization in an uncertain economic climate specifically as it relates to capital adequacy and strategic direction*Managing the debt and equity mix for your organization in a rapidly changing economic landscape*Determining the impact that competing in a global marketplace has on an organization and how to take steps to become more competitive globally*Evaluating the impact of federal, state, and municipal deficits and unfunded mandates as it relates to tax planning*Evaluating retirement programs with Social Security funding for your employees*Determining the safety and soundness of your credit and collections processes and selection of customers in an uncertain environment*Influencing growth through acquisition of distressed organizations*The economic way ahead for the CFO/Controller | |
| 11/13/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Surgent's Preparation and Compilation Engagements Under the SSARS (Webinar) (25WS-2217)25WS-2217 | *Relevant sections of SSARS No. 21, Clarification and Recodification*SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services*Proposed changes to the SSARS guidance*Comprehensive sample engagement work programs for preparation and compilation engagements*Prescribed form, specified line item, pro forma, and other engagement variations*Complete illustrations of relevant engagement letters, reporting and other required communications for preparation and compilation engagements | |
| 2/23/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Weekly Expert Hour (Webinar) (25WS-2082)25WS-2082 | *Each week's topics will change based on the most critical issues affecting financial professionals | |
| 1/29/2026 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Getting Ready for Busy Season: Review Individual Tax Form Changes (Webinar) (25WS-1705)25WS-1705 | *Major 2025 tax form changes as they relate to individual taxpayers*Key new tax developments as they relate to 2025 and how they impact the 2025 tax forms | |
| 12/10/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Basis Shifting: Final Regulations (Webinar) (25WS-1535)25WS-1535 | *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? | |
| 11/20/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality (Webinar) (25WS-1512)25WS-1512 | *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 | |
| 11/18/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Data Analytics for Accountants and Financial Managers (Webinar) (25WS-1603)25WS-1603 | *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 | |
| 12/1/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them (Webinar) (25WS-2173)25WS-2173 | *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 | |
| 2/12/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's What CPAs Should Know About Trust Instruments (Webinar) (25WS-1920)25WS-1920 | *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 | |
| 1/6/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Guide to Understanding the At‑Risk Basis Rules and Forms 6198 and 7203 (Webinar) (25WS-1775)25WS-1775 | *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 | |
| 12/16/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Introduction to Required Minimum Distributions (Webinar) (25WS-1644)25WS-1644 | *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 | |
| 12/3/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Weekly Expert Hour (Webinar) (25WS-1658)25WS-1658 | *Each week's topics will change based on the most critical issues affecting financial professionals | |
| 12/4/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Understanding and Managing Burnout Among Accounting and Finance Professionals (Webinar) (25WS-2285)25WS-2285 | *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 | |
| 3/10/2026 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Lessons Learned from Successful Companies (Webinar) (25WS-2287)25WS-2287 | *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 | |
| 3/10/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Data Security: Best Practices to Protect Your Business and Yourself (Webinar) (25WS-2162)25WS-2162 | *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 | |
| 2/12/2026 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Business Writing: Professional and Effective Emails (Webinar) (25WS-1549)25WS-1549 | *Preparing to write: what is my purpose and objective and who is my audience*When email is the appropriate communication methodology and when it's not*Common email mistakes and how to avoid them*Proven techniques for writing more efficient, readable, and outcome-focused emails | |
| 11/21/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Essential Depreciation and Expensing Update (Webinar) (25WS-1741)25WS-1741 | *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 | |
| 12/12/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Guide to Partner Capital Account Reporting (Webinar) (25WS-2032)25WS-2032 | *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 | |
| 1/22/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Social Security: Dispelling Common Myths with Essential Truths (Webinar) (25WS-1772)25WS-1772 | *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? | |
| 12/16/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Guide and Update to Compilations, Reviews and Preparations (Webinar) (25WS-1608)25WS-1608 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services 2018*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance with Statements on Standards for Accounting and Review Services*SSARS No. 27, Applicability of AR-C Section 70 to Financial Statements Prepared as Part of a Consulting Services Engagement*Sample comprehensive engagement work programs for preparation, compilation, and review engagements | |
| 12/1/2025 | 1:30 - 5 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-2033)25WS-2033 | *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 | |
| 1/22/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Key Roth IRA and Roth 401(k) Rules for Funding and Tax-free Distributions (Webinar) (25WS-1951)25WS-1951 | *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 | |
| 1/9/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Ethical Considerations for the CPA (Webinar) (25WS-2144)25WS-2144 | *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 | |
| 2/10/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| 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 Mastering Accounting for Income Taxes (Webinar) (25WS-2196)25WS-2196 | *The sources of deferred tax assets and liabilities*Calculating the deferred tax asset or liability*Reporting income-tax expense and balance sheet items*CARES Act accounting implications*Defining, analyzing, and reporting uncertain tax positions*Classification of deferred tax assets and liabilities*Disclosure requirements*Recent and proposed changes to the accounting and disclosure requirements for income taxes | |
| 2/19/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's The Accountant as the Expert Witness (Webinar) (25WS-2226)25WS-2226 | *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 | |
| 2/24/2026 | 12 - 2 p.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-2165)25WS-2165 | *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 | |
| 2/12/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Tax Planning for Rental Real Estate (Webinar) (25WS-2046)25WS-2046 | *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 | |
| 1/23/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (25WS-1713)25WS-1713 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions*Potential expiration of select TCJA provisions - understand the implications for individual and business taxpayers as key provisions of the TCJA approach sunset dates*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities*Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection*Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms*The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status*Timely coverage of breaking tax legislation*Real Estate professional requirements*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 12/11/2025 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Fundamentals of Public Charity Taxation and Form 990 (Webinar) (25WS-2146)25WS-2146 | *Organization and structure of Form 990*Form 990 and its various schedules*Form 990 filing requirements*The public support tests *Taxation of unrelated business income*Compensation-related reporting issues | |
| 2/10/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's S Corporation Taxation: Advanced Issues (Webinar) (25WS-2148)25WS-2148 | *Detailed rules governing basis in the shareholder's debt and stock*AAA*Built-in gains incurred from the sale of assets*Redemptions and liquidations*Compensation planning for shareholders, including planning strategies under the SECURE Act*Tax Cuts and Jobs Act of 2017 and the various stimulus acts, as applicable | |
| 2/10/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Employer's Handbook: Legal, Tax and Health Care Issues (Webinar) (25WS-1629)25WS-1629 | *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? | |
| 12/2/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Buying and Selling a Business: Tax and Structuring Overview (Webinar) (25WS-1848)25WS-1848 | *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 | |
| 12/24/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Ethical Considerations for the CPA (Webinar) (25WS-2257)25WS-2257 | *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 | |
| 3/3/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Surgent's Top Individual Tax Planning Strategies (Webinar) (25WS-1839)25WS-1839 | *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 | |
| 12/23/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Tax Research (Webinar) (25WS-1583)25WS-1583 | *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 | |
| 11/25/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Ethics for Tax Professionals (Webinar) (25WS-1687)25WS-1687 | *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? | |
| 12/9/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's 2025 Tax Update for Client Advisory Services (Webinar) (25WS-2242)25WS-2242 | *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 | |
| 2/26/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Tax Research: Intermediate Concepts (Webinar) (25WS-1774)25WS-1774 | *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 | |
| 12/16/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Navigating Your Client Through the IRS Appeals Process (Webinar) (25WS-1666)25WS-1666 | *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 | |
| 12/5/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's What CPAs Should Know About Trust Instruments (Webinar) (25WS-2003)25WS-2003 | *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 | |
| 1/16/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (25WS-1598)25WS-1598 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures*Statement on Quality Management Standards: SQMS 1, SQMS 2, and SQMS 3*Post-Implementation Review Report for revenue recognition under ASC 606 and best practices in applying ASC 606*Fraud case studies*Recently issued SASs and other AICPA activity*Recently issued PCAOB standards and SEC rulemaking activities*Other important A&A practice matters | |
| 11/29/2025 | 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-1665)25WS-1665 | *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 | |
| 12/5/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Ethics for the Industry Accountant (Webinar) (25WS-1822)25WS-1822 | *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 | |
| 12/22/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Surgent's Guide to the AICPA Quality Management Standards (Webinar) (25WS-1764)25WS-1764 | *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 | |
| 12/16/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Stock vs. Asset Acquisitions of C Corporations (Webinar) (25WS-2066)25WS-2066 | *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 | |
| 1/27/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (Webinar) (25WS-1498)25WS-1498 | *Factors business owners should take into account when choosing a retirement plan*SIMPLE plans*Simplified employee pension plans*401(k) plans*Defined benefit plans*Ensuring eligible employees are covered*Employees' impact on choice of plan*Ongoing compliance requirements*Establishing a plan after the tax year end*Changes to safe harbor 401(k) plans*Pooled employer plans*Defined benefit plans and cash balance plans | |
| 11/17/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Buying and Selling a Business: Tax and Structuring Overview (Webinar) (25WS-1570)25WS-1570 | *An overview of the beginning of the process and documents for preliminary tax planning*Recognizing the need for due diligence in acquisitions, including checklists of important points*Deemed asset sales -- Section 338 and Section 338(h)(10)*The impact of the Section 197 amortizable intangibles regulations on the acquisition and disposition of a business*Allocating purchase price for tax advantage*Planning to avoid double taxation under the repeal of the General Utilities doctrine*Special problems and opportunities when an S corporation is the buyer or seller*Installment sale and interest issues*Avoiding tax pitfalls and recognizing tax planning opportunities*Unique issues in buying and selling LLC/partnership interests*Impact of the net investment income tax (NIIT) and the Section 199A pass-through deduction on the tax due on the sale of a pass-through entity*Individually owned goodwill | |
| 11/24/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Home Office Rules (Webinar) (25WS-1979)25WS-1979 | *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 | |
| 1/14/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know (Webinar) (25WS-1558)25WS-1558 | *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 | |
| 11/21/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Raising Financially Capable Children (Webinar) (25WS-1581)25WS-1581 | *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 | |
| 11/25/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's What Practitioners Need to Know About Estate Planning and Administering a Client's Estate (Webinar) (25WS-1728)25WS-1728 | *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 | |
| 12/12/2025 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Technical Individual Practice Issues and Tax Forms for Experienced Practitioners (Webinar) (25WS-2007)25WS-2007 | *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 | |
| 1/20/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Critical Issues Involving Taxation of Construction Contractors (Webinar) (25WS-1801)25WS-1801 | *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 | |
| 12/18/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Handbook for Mastering Basis, Distributions and Loss Limitation Issues for S Corporations, LLCs and Partnerships (Webinar) (25WS-2034)25WS-2034 | *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 | |
| 1/22/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Introduction to Required Minimum Distributions (Webinar) (25WS-2129)25WS-2129 | *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 | |
| 2/6/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Fraud In Single Audits (Webinar) (25WS-1628)25WS-1628 | *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 | |
| 12/2/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Individual and Financial Planning Tax Camp (Webinar) (25WS-1492)25WS-1492 | *Comprehensive coverage of the SECURE Act 2.0*Understanding the environment: what's new, what's expired or expiring, and what's likely to change*Reading a tax return for developing client-specific tax strategies*Changes to the lifetime estate tax exemption in light of proposed regulations*The net investment income tax: planning for compliance*Family income-splitting strategies that need to be considered*Income tax issues: impact on timing of other income*Selling a principal residence*Two principal residences at the same time*Use of life insurance to protect families: Whole Life Insurance, Term Life Insurance, Universal Life Insurance, and Variable Life Insurance*Using Roth IRAs and Roth contribution programs to best advantage*Conversions: do they still make sense?*Taking distributions: matching timing to client requirements*Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed*Social Security solvency issues*Incentive Stock Options and Employee Stock Purchase Plan considerations*What to do about itemized deductions*Trans-generational planning: conversions, income, and gain-splitting*Tax benefits of HSAs and other tax-advantaged accounts*Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future*Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement*Best financial planning ideas for young people | |
| 11/15/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Technical Business Practice Issues and Tax Forms for Experienced Practitioners (Webinar) (25WS-2038)25WS-2038 | *Schedules K-2 and K-3 and filing exceptions
*Form 7203
*IRS Tax Pro Account
*IRS modernization initiatives
*Information Returns Intake System (IRIS)
*Identity Theft warnings
*IRS guidance for the marijuana industry
*"Recycled" Form 1099-NEC to report nonemployee compensation
*Form 1065 steps for reporting capital
*Centralized audit regime; late filing penalties and small partnership relief
*"Substance over Form" argument of shareholder loans
*Advanced study of "At-Risk" loans
*Employer W-2 correction requests
*White House 2025 Budget Points
*Don't get caught watching the paint dry -- What is hot and new
*What is terminating S corporations today?
*Special allocation issues of Section 704
*Final regulations for allocating depreciation recapture to partners and members of LLCs
* | |
| 1/23/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Hiring New Workers and Payroll Taxes (Webinar) (25WS-2057)25WS-2057 | *Form W-4*Form I-9*Form W-9*End-of-year compliance*Payroll tax returns*Unemployment insurance | |
| 1/26/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Tax Reporting for Executive Compensation (Webinar) (25WS-2281)25WS-2281 | *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 | |
| 3/9/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (25WS-1635)25WS-1635 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions*Potential expiration of select TCJA provisions - understand the implications for individual and business taxpayers as key provisions of the TCJA approach sunset dates*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities*Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection*Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms*The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status*Timely coverage of breaking tax legislation*Real Estate professional requirements*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 12/3/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Getting Ready for Busy Season: Review Individual Tax Form Changes (Webinar) (25WS-2071)25WS-2071 | *Major 2025 tax form changes as they relate to individual taxpayers*Key new tax developments as they relate to 2025 and how they impact the 2025 tax forms | |
| 1/28/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Business Law for Small Business Owners (Webinar) (25WS-2021)25WS-2021 | *Contract principles*Legal issues related to various types of business organizations*Worker classification*Employee rights and the duties of employers*Real property law | |
| 1/21/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Inventory Management, Control and Analysis: Best-in-Class Tools to Achieve Success (Webinar) (25WS-1885)25WS-1885 | *Inventory management vs. inventory control*Inventory analysis methods and KPIs*Top inventory management trends*Inventory analysis: methods and KPIs*Inventory management trends for retailers*Inventory management and supply chain management*Top trends in warehouse management*Supply chain inventory optimization | |
| 12/30/2025 | 12:30 - 4 p.m. | Online | 4 CPE (2 tech, 2 non-tech) | |
| Surgent's Individual and Financial Planning Tax Camp (Webinar) (25WS-1672)25WS-1672 | *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 | |
| 12/6/2025 | 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-2041)25WS-2041 | *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 | |
| 1/23/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business (Webinar) (25WS-1593)25WS-1593 | *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 | |
| 11/28/2025 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Workplace Harassment: How to Prevent Harassment and Reduce Liability Risks in Today's Changing Environment (Webinar) (25WS-1934)25WS-1934 | *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 | |
| 1/7/2026 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Tax Planning for Rental Real Estate (Webinar) (25WS-2194)25WS-2194 | *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 | |
| 2/18/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 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 The Risks and Benefits of ChatGPT and Artificial Intelligence (Webinar) (25WS-1600)25WS-1600 | *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 | |
| 11/29/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Federal Tax Update (Webinar) (25WS-1867)25WS-1867 | *Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities*Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection*Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms*The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status*Timely coverage of breaking tax legislation*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 12/29/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Auditing 401(k) Plans: Critical Issues and Annual Update (Webinar) (25WS-1684)25WS-1684 | *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 | |
| 12/9/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-1577)25WS-1577 | *Comprehensive coverage of the One Big Beautiful Bill (OBBB) -- tip income exemption, overtime pay relief, auto loan interest deduction, the expanded SALT cap, bonus depreciation, Trump accounts, temporary senior deduction, increased 179 deduction, changes to 163(j) and 174 and more
*Permanent extension of select TCJA provisions
*Digital assets and tax implications -- Form 1099-DA for reporting digital asset transactions, IRS guidance on cryptocurrencies, NFTs, and broker responsibilities
*Artificial intelligence -- within tax practices, how the IRS is leveraging AI to enhance audit selection
*Form 1099-K reporting requirements
*Sale of Passthrough Entity Interests and Net Investment Income Tax
*The Gig Economy -- Independent Contractor vs. Employee classification challenges, reporting responsibilities, 2024 Department of Labor Final Rule on worker status
*Practice aids covering inflation-adjusted tax thresholds, mileage rates and contribution limits
*Advanced reporting issues and planning opportunities relevant to current tax practice | Lickwar Robert |
| 11/25/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Performing an Effective Audit Risk Assessment (Webinar) (25WS-2288)25WS-2288 | *Audit process and planning*Materiality, performance materiality, and tolerable misstatement*Assessing the risk of material misstatement*Understanding internal controls and when the auditor must evaluate the design and implementation of internal controls*Designing procedures to test the effectiveness of controls*Issues noted related to performing substantive procedures*Documentation*Communication with the Client and Governance | |
| 3/10/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Introduction to Forensic Accounting (Webinar) (25WS-1692)25WS-1692 | *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 | |
| 12/9/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business (Webinar) (25WS-2219)25WS-2219 | *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 | |
| 2/24/2026 | 1 - 4 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-1897)25WS-1897 | *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 | |
| 1/2/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Webinar) (25WS-1891)25WS-1891 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions*Potential expiration of select TCJA provisions - understand the implications for individual and business taxpayers as key provisions of the TCJA approach sunset dates*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities*Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection*Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms*The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status*Timely coverage of breaking tax legislation*Real Estate professional requirements*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 12/31/2025 | 9 a.m. - 5 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-2073)25WS-2073 | *Making an S corporation election and late filing relief*Disproportionate distributions*Selling S corporation shares*Redemption rules | |
| 1/28/2026 | 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-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 Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area (Webinar) (25WS-1530)25WS-1530 | *Key concepts of trusts, including recent trends; best practices; jurisdiction; and ways to avoid pitfalls*Decanting*Federal estate tax exemption and remaining relevance of trusts*Irrevocable life insurance trusts*The role of family dynamics*Choice of trustee and other fiduciaries*State trust-friendly considerations*Charitable trusts*Delaware Statutory Trusts*Powers of attorney*Pet Trusts -- the emerging necessities*State, county, and local issues*Portability*QTIP issues*Creditor considerations*Potential IRA problems*Problems with re-titling assets | |
| 11/19/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| CANCELLED - Surgent's A Complete Guide to Form 1099-K (Webinar) (25WS-2126)25WS-2126 | *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 | |
| 2/6/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-1592)25WS-1592 | *Comprehensive coverage of the One Big Beautiful Bill (OBBB) -- tip income exemption, overtime pay relief, auto loan interest deduction, the expanded SALT cap, bonus depreciation, Trump accounts, temporary senior deduction, increased 179 deduction, changes to 163(j) and 174 and more
*Permanent extension of select TCJA provisions
*Digital assets and tax implications -- Form 1099-DA for reporting digital asset transactions, IRS guidance on cryptocurrencies, NFTs, and broker responsibilities
*Artificial intelligence -- within tax practices, how the IRS is leveraging AI to enhance audit selection
*Form 1099-K reporting requirements
*Sale of Passthrough Entity Interests and Net Investment Income Tax
*The Gig Economy -- Independent Contractor vs. Employee classification challenges, reporting responsibilities, 2024 Department of Labor Final Rule on worker status
*Practice aids covering inflation-adjusted tax thresholds, mileage rates and contribution limits
*Advanced reporting issues and planning opportunities relevant to current tax practice | Lickwar Robert |
| 11/28/2025 | 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-2282)25WS-2282 | *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 | |
| 3/9/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Stock vs. Asset Acquisitions of C Corporations (Webinar) (25WS-1811)25WS-1811 | *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 | |
| 12/19/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (25WS-1984)25WS-1984 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures*Statement on Quality Management Standards: SQMS 1, SQMS 2, and SQMS 3*Post-Implementation Review Report for revenue recognition under ASC 606 and best practices in applying ASC 606*Fraud case studies*Recently issued SASs and other AICPA activity*Recently issued PCAOB standards and SEC rulemaking activities*Other important A&A practice matters | |
| 1/15/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients (Webinar) (25WS-1851)25WS-1851 | *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 | |
| 12/24/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Top Individual Tax Planning Strategies (Webinar) (25WS-1693)25WS-1693 | *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 | |
| 12/9/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Liquidation of Flow-Through Entities for LLCs and Partnerships (Webinar) (25WS-2216)25WS-2216 | *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 | |
| 2/23/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Marijuana: A Generalized Business Viewpoint (Webinar) (25WS-1857)25WS-1857 | *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 | |
| 12/26/2025 | 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-1952)25WS-1952 | *Reasonable compensation*Fringe benefits for S corporation shareholders*Built-in gains tax*Excess passive income tax*Notice 2020-75: PTE elections | |
| 1/9/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Excel: Mastering PivotTables (Webinar) (25WS-2182)25WS-2182 | *Explore PivotTable capabilities and functionality*Retrieve data from a database and feed it into the PivotTable*Pull web tables from web pages into Excel | |
| 2/17/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Contract Law for Accounting and Finance Professionals (Webinar) (25WS-1652)25WS-1652 | *Contract formation*The necessary components of an enforceable contract*Common defenses to enforcement*Legal capacity requirements*Contract interpretation | |
| 12/4/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-2040)25WS-2040 | *Comprehensive coverage of the One Big Beautiful Bill (OBBB) -- tip income exemption, overtime pay relief, auto loan interest deduction, the expanded SALT cap, bonus depreciation, Trump accounts, temporary senior deduction, increased 179 deduction, changes to 163(j) and 174 and more
*Permanent extension of select TCJA provisions
*Digital assets and tax implications -- Form 1099-DA for reporting digital asset transactions, IRS guidance on cryptocurrencies, NFTs, and broker responsibilities
*Artificial intelligence -- within tax practices, how the IRS is leveraging AI to enhance audit selection
*Form 1099-K reporting requirements
*Sale of Passthrough Entity Interests and Net Investment Income Tax
*The Gig Economy -- Independent Contractor vs. Employee classification challenges, reporting responsibilities, 2024 Department of Labor Final Rule on worker status
*Practice aids covering inflation-adjusted tax thresholds, mileage rates and contribution limits
*Advanced reporting issues and planning opportunities relevant to current tax practice | Lickwar Robert |
| 1/23/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (25WS-1777)25WS-1777 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures*Statement on Quality Management Standards: SQMS 1, SQMS 2, and SQMS 3*Post-Implementation Review Report for revenue recognition under ASC 606 and best practices in applying ASC 606*Fraud case studies*Recently issued SASs and other AICPA activity*Recently issued PCAOB standards and SEC rulemaking activities*Other important A&A practice matters | |
| 12/17/2025 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Progressive Discipline and Termination (Webinar) (25WS-1544)25WS-1544 | *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 | |
| 11/20/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's A Complete Guide to Reporting Form 1099-DA (Webinar) (25WS-1807)25WS-1807 | *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 | |
| 12/19/2025 | 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-1998)25WS-1998 | *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 | |
| 1/16/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-1506)25WS-1506 | *Comprehensive coverage of the One Big Beautiful Bill (OBBB) -- tip income exemption, overtime pay relief, auto loan interest deduction, the expanded SALT cap, bonus depreciation, Trump accounts, temporary senior deduction, increased 179 deduction, changes to 163(j) and 174 and more
*Permanent extension of select TCJA provisions
*Digital assets and tax implications -- Form 1099-DA for reporting digital asset transactions, IRS guidance on cryptocurrencies, NFTs, and broker responsibilities
*Artificial intelligence -- within tax practices, how the IRS is leveraging AI to enhance audit selection
*Form 1099-K reporting requirements
*Sale of Passthrough Entity Interests and Net Investment Income Tax
*The Gig Economy -- Independent Contractor vs. Employee classification challenges, reporting responsibilities, 2024 Department of Labor Final Rule on worker status
*Practice aids covering inflation-adjusted tax thresholds, mileage rates and contribution limits
*Advanced reporting issues and planning opportunities relevant to current tax practice | Lickwar Robert |
| 11/18/2025 | 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-2050)25WS-2050 | *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 | |
| 1/26/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Social Security and Medicare: Planning for You and Your Clients (Webinar) (25WS-2015)25WS-2015 | *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 | |
| 1/20/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (25WS-2195)25WS-2195 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures*Statement on Quality Management Standards: SQMS 1, SQMS 2, and SQMS 3*Post-Implementation Review Report for revenue recognition under ASC 606 and best practices in applying ASC 606*Fraud case studies*Recently issued SASs and other AICPA activity*Recently issued PCAOB standards and SEC rulemaking activities*Other important A&A practice matters | |
| 2/19/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Recent Changes in Workplace Regulations: Overtime, Non-compete Agreements and Employee/Independent Contractor (Webinar) (25WS-2229)25WS-2229 | *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 | |
| 2/25/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Excel Shortcuts for Accountants (Webinar) (25WS-2239)25WS-2239 | *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 | |
| 2/26/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Federal Tax Update (Webinar) (25WS-1924)25WS-1924 | *Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities*Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection*Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms*The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status*Timely coverage of breaking tax legislation*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| 1/7/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Key Partnership and S Corporation Tax Planning Strategies (Webinar) (25WS-1935)25WS-1935 | *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 | |
| 1/8/2026 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's The Complete Guide to Payroll Taxes and 1099 Issues (Webinar) (25WS-1551)25WS-1551 | *Payroll tax requirements for wages, including wages subject to the .9 percent tax, employee benefits and reimbursements, nonqualified deferred compensation, stock options, and tips*Fringe benefits issues, such as health insurance, life insurance, cafeteria plan benefits, accountable and non-accountable plans, standard mileage rates, and per diem rates*Special issues -- Using a common paymaster, how to file W-2s after a takeover, merger, or acquisition, and state and local tax withholding*Statutory employees, independent contractors, and possible changes to Section 530 relief*Penalties -- Who is a responsible person?*Expenses and gross-up calculations*Pension issues and payroll taxes including SIMPLE plans, and Section 401(k) and pension distributions*The Electronic Federal Tax Payment System (EFTPS)*Forms I-9, W-9, W-2, 1099, 1099-NEC, SS-8, and 940*Understanding payroll tax responsibilities in the gig economy | |
| 11/21/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Understanding Non-Compete Agreements (Webinar) (25WS-1574)25WS-1574 | *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 | |
| 11/24/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Buying and Selling a Business: Tax and Structuring Overview (Webinar) (25WS-2158)25WS-2158 | *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 | |
| 2/11/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 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 Tax Research (Webinar) (25WS-2247)25WS-2247 | *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 | |
| 2/27/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-1890)25WS-1890 | *Comprehensive coverage of the One Big Beautiful Bill (OBBB) -- tip income exemption, overtime pay relief, auto loan interest deduction, the expanded SALT cap, bonus depreciation, Trump accounts, temporary senior deduction, increased 179 deduction, changes to 163(j) and 174 and more
*Permanent extension of select TCJA provisions
*Digital assets and tax implications -- Form 1099-DA for reporting digital asset transactions, IRS guidance on cryptocurrencies, NFTs, and broker responsibilities
*Artificial intelligence -- within tax practices, how the IRS is leveraging AI to enhance audit selection
*Form 1099-K reporting requirements
*Sale of Passthrough Entity Interests and Net Investment Income Tax
*The Gig Economy -- Independent Contractor vs. Employee classification challenges, reporting responsibilities, 2024 Department of Labor Final Rule on worker status
*Practice aids covering inflation-adjusted tax thresholds, mileage rates and contribution limits
*Advanced reporting issues and planning opportunities relevant to current tax practice | Lickwar Robert |
| 12/31/2025 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (25WS-1743)25WS-1743 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures*Statement on Quality Management Standards: SQMS 1, SQMS 2, and SQMS 3*Post-Implementation Review Report for revenue recognition under ASC 606 and best practices in applying ASC 606*Fraud case studies*Recently issued SASs and other AICPA activity*Recently issued PCAOB standards and SEC rulemaking activities*Other important A&A practice matters | |
| 12/13/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Mastering Accounting for Income Taxes (Webinar) (25WS-1985)25WS-1985 | *The sources of deferred tax assets and liabilities*Calculating the deferred tax asset or liability*Reporting income-tax expense and balance sheet items*CARES Act accounting implications*Defining, analyzing, and reporting uncertain tax positions*Classification of deferred tax assets and liabilities*Disclosure requirements*Recent and proposed changes to the accounting and disclosure requirements for income taxes | |
| 1/15/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's A Complete Guide to Reporting Form 1099-DA (Webinar) (25WS-2163)25WS-2163 | *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 | |
| 2/12/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (25WS-2067)25WS-2067 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures*Statement on Quality Management Standards: SQMS 1, SQMS 2, and SQMS 3*Post-Implementation Review Report for revenue recognition under ASC 606 and best practices in applying ASC 606*Fraud case studies*Recently issued SASs and other AICPA activity*Recently issued PCAOB standards and SEC rulemaking activities*Other important A&A practice matters | |
| 1/28/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's The CMA's Guide to Project Management (Webinar) (25WS-2070)25WS-2070 | *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 | |
| 1/28/2026 | 2 - 4 p.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| Surgent's Tax Research: Intermediate Concepts (Webinar) (25WS-2211)25WS-2211 | *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 | |
| 2/20/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Lessons Learned From Recent Accounting Malpractice Actions (Webinar) (25WS-2006)25WS-2006 | *Common instances of accounting malpractice *Current claim trends*Frequent defenses to claims*Statute of limitations*Damages*Claims by practice area | |
| 1/20/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 1 Ethics |
| 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 Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues (Webinar) (25WS-2212)25WS-2212 | *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 | |
| 2/20/2026 | 2 - 4 p.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| Surgent's Handbook for Mastering Basis, Distributions and Loss Limitation Issues for S Corporations, LLCs and Partnerships (Webinar) (25WS-1541)25WS-1541 | *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 | |
| 11/20/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Preparation and Compilation Engagements Under the SSARS (Webinar) (25WS-1526)25WS-1526 | *Relevant sections of SSARS No. 21, Clarification and Recodification*SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services*Proposed changes to the SSARS guidance*Comprehensive sample engagement work programs for preparation and compilation engagements*Prescribed form, specified line item, pro forma, and other engagement variations*Complete illustrations of relevant engagement letters, reporting and other required communications for preparation and compilation engagements | |
| 11/19/2025 | 1:30 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions and Selling Shares (Webinar) (25WS-2232)25WS-2232 | *Making an S corporation election and late filing relief*Disproportionate distributions*Selling S corporation shares*Redemption rules | |
| 2/25/2026 | 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-1529)25WS-1529 | *Making an S corporation election and late filing relief*Disproportionate distributions*Selling S corporation shares*Redemption rules | |
| 11/19/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Employer's Handbook: Legal, Tax and Health Care Issues (Webinar) (25WS-1912)25WS-1912 | *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? | |
| 1/6/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (25WS-1505)25WS-1505 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures*Statement on Quality Management Standards: SQMS 1, SQMS 2, and SQMS 3*Post-Implementation Review Report for revenue recognition under ASC 606 and best practices in applying ASC 606*Fraud case studies*Recently issued SASs and other AICPA activity*Recently issued PCAOB standards and SEC rulemaking activities*Other important A&A practice matters | |
| 11/18/2025 | 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-1954)25WS-1954 | *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 | |
| 1/9/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing (Webinar) (25WS-1654)25WS-1654 | *Developing issues related to the 2024 Yellow Book revision and the 2024 revision to the Uniform Guidance for Federal Awards*Key AICPA developments affecting audits of governments and not-for-profits (including SAS No. 146 on quality management)*Recent GASB activities directed toward state and local governments (e.g., the implementation of GASB No. 101 on compensated absences, GASB No. 102 on certain risk disclosures, GASB No. 103 on improvements to the financial reporting model, and additional GASB projects)*Critical, but sometimes overlooked, FASB ASC 958 implementation guidance and illustrations for not-for-profits) | |
| 12/4/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's The Complete Guide to Payroll Taxes and 1099 Issues (Webinar) (25WS-1871)25WS-1871 | *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 | |
| 12/29/2025 | 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-1806)25WS-1806 | *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 | |
| 12/19/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| CANCELLED - Surgent's Examining ASC 842, Leases: More Than Meets the Eye (Webinar) (25WS-1827)25WS-1827 | *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 | |
| 12/22/2025 | 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-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 Successfully Completing an Estate Tax Return: Form 706 (Webinar) (25WS-1552)25WS-1552 | *Changes to the IRS Form 706*How to successfully navigate the form*The ins and outs of the "portability" rules, including how the rules actually work using common examples*Income tax consequences*How to avoid malpractice traps*Overlooked GST issues | |
| 11/21/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Technical Individual Practice Issues and Tax Forms for Experienced Practitioners (Webinar) (25WS-1458)25WS-1458 | *What's NEW for this year -- Items all practitioners must know*Form 1040 and Schedules 1 -- 3*1099-K reporting requirements*Qualified Business Income -- Coverage of Section 199A including the real estate safe harbor*A tour of the most recent forms changes, starting from gross income and ending with selected credits, including the latest IRS guidance on significant recent tax legislation*How will clients (and practitioners) interact with IRS in the future and how the pandemic is steering the IRS to ramp up with digital communication efforts*Hot developments and current areas of interest*Virtual Currency and Digital Asset Taxation*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas*Form 6198 -- At-risk basis: Detailed case study and discussion of how this form is to be used and when it needs to be filed; learn how basis and at-risk basis are different, and why this is significant*Form 6252 -- Installment sale income: A common tax area; however, a case study and discussion of this topic includes advanced issues such as gain on reacquisition of installment sale property, including worksheets on calculating gain & tax basis of reacquired property*Form 5329 -- Additional taxes on qualified plans: Advanced study of how to avoid penalties | |
| 11/12/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Current Issues in Accounting and Auditing: An Annual Update (Webinar) (25WS-1699)25WS-1699 | *Recently issued but newly implemented Accounting Standards Updates (ASUs), the PCC Update, and items on the FASB's Technical Agenda*New ASUs covering disaggregated expenses, crypto assets (e.g., cryptocurrency), and business combinations*Results and findings of the FASB's Final (Stage 3) Post-Implementation Review (PIR) Report on Topic 606*Recently issued SASs and other AICPA activity through SAS No. 149*Detailed review of the three new Statement on Quality Management Standards (SQMS 1, SQMS 2, and SQMS 3)*Other important A&A practice matters | |
| 12/10/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's S Corporation Core Tax Issues From Formation Through Liquidation (Webinar) (25WS-1916)25WS-1916 | *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? | |
| 1/6/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Mastering Accounting for Income Taxes (Webinar) (25WS-1621)25WS-1621 | *The sources of deferred tax assets and liabilities*Calculating the deferred tax asset or liability*Reporting income-tax expense and balance sheet items*CARES Act accounting implications*Defining, analyzing, and reporting uncertain tax positions*Classification of deferred tax assets and liabilities*Disclosure requirements*Recent and proposed changes to the accounting and disclosure requirements for income taxes | |
| 12/2/2025 | 1:30 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| CANCELLED - Surgent's Examining ASC 842, Leases: More Than Meets the Eye (Webinar) (25WS-2178)25WS-2178 | *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 | |
| 2/13/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Tax Practitioner Horror Stories (Webinar) (25WS-1646)25WS-1646 | *Tax practitioner "horror stories" that illustrate what tax practitioners should try to avoid at all costs*Avoiding malpractice lawsuits brought against tax practitioners | |
| 12/3/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Mastering Accounting for Income Taxes (Webinar) (25WS-1832)25WS-1832 | *The sources of deferred tax assets and liabilities*Calculating the deferred tax asset or liability*Reporting income-tax expense and balance sheet items*CARES Act accounting implications*Defining, analyzing, and reporting uncertain tax positions*Classification of deferred tax assets and liabilities*Disclosure requirements*Recent and proposed changes to the accounting and disclosure requirements for income taxes | |
| 12/23/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Basis Shifting: Final Regulations (Webinar) (25WS-1869)25WS-1869 | *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? | |
| 12/29/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Top 20 Questions advisers Ask About the SECURE Acts and Other IRA Rules (Webinar) (25WS-2193)25WS-2193 | *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 | |
| 2/18/2026 | 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-1844)25WS-1844 | *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 | |
| 12/24/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Controllership Skills Update: Budgeting, Forecasting and Big Data (Webinar) (25WS-2220)25WS-2220 | *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 | |
| 2/24/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| Surgent's Tax Forms Boot Camp: LLCs, Partnerships and S Corporations (Webinar) (25WS-2036)25WS-2036 | *Compare and contrast the tax consequences, opportunities, and pitfalls of operating a business as a partnership, LLC, or S corporation*Reporting requirements and filing exceptions for Schedules K-2 and K-3*Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations*Gain a comprehensive understanding of income tax laws for S corporations from eligibility and election to tax return preparation, stock basis, and loss limitation issues*Recognize and properly handle special pass-through items of income and expense*Accurately prepare S corporation returns and reconcile book income to taxable income*Accurately prepare partnership returns and reconcile book income to taxable income*What the transactional method entails and how to report partners' capital accounts under this method*Properly handle the tax treatment of distributions to shareholders, partners, or members*Understand the special restrictions and sanctions for tax year-end selection*Review the basics of partnership and LLC formation and basis calculation*Self-employment tax or NOT, for each entity*Filling in K-1s correctly for S corporations, partnerships, and LLCs. Major changes in K-1 reporting on both partnership and S corporation forms and content*The most frequently used forms and schedules, including some form "oddities" | |
| 1/22/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Top Ten Questions from Partnership Clients Regarding the Section 754 Election (Webinar) (25WS-2172)25WS-2172 | *How does a partner compute his or her basis in a partnership? *What is the difference between a partner's inside and outside basis?*What is the difference between a partner's capital account and partner's outside basis?*How does Section 732(d) impact the buyer of a partnership interest?*How does a partnership report a Section 754 election on the partnership's tax return?*How does a partnership make a Section 754 election?*How does a partnership make a Section 743(b) adjustment?*How does a partnership make a Section 734(b) adjustment?*How is a Section 743(b) adjustment or Section 734(b) adjustment allocated to the assets of a partnership?*How is a Section 743(b) adjustment allocated within the class of ordinary income property and capital gain property? | |
| 2/12/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Top Business Tax Planning Strategies (Webinar) (25WS-2092)25WS-2092 | *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 | |
| 2/2/2026 | 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-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 Update on Recent AICPA Standard Setting: Staying Current in a Changing Environment (Webinar) (25WS-1813)25WS-1813 | *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 | |
| 12/19/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (25WS-2115)25WS-2115 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures*Statement on Quality Management Standards: SQMS 1, SQMS 2, and SQMS 3*Post-Implementation Review Report for revenue recognition under ASC 606 and best practices in applying ASC 606*Fraud case studies*Recently issued SASs and other AICPA activity*Recently issued PCAOB standards and SEC rulemaking activities*Other important A&A practice matters | |
| 2/5/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (25WS-1700)25WS-1700 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures*Statement on Quality Management Standards: SQMS 1, SQMS 2, and SQMS 3*Post-Implementation Review Report for revenue recognition under ASC 606 and best practices in applying ASC 606*Fraud case studies*Recently issued SASs and other AICPA activity*Recently issued PCAOB standards and SEC rulemaking activities*Other important A&A practice matters | |
| 12/10/2025 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's The Risks and Benefits of ChatGPT and Artificial Intelligence (Webinar) (25WS-2125)25WS-2125 | *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 | |
| 2/6/2026 | 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-1623)25WS-1623 | *Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate*President Trump's tax proposals - review key components of President Trump's tax agenda, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions*Potential expiration of select TCJA provisions - understand the implications for taxpayers as key provisions of the TCJA approach sunset dates*Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool*Principles and considerations for nonresident withholding, composite payments, and passthrough entity taxes*Partnership Distributions, Form 7217, and S Corporation Redemptions*Thinking beyond Section 163(j) -- Interest Allocation Rules, Original Issue Discount, Applicable High Yield Discount Obligations, Convertible Corporate Debt Instruments, and Debt-Financed Distributions*Timely coverage of breaking tax legislation*Selected Practice and Reporting Issues: What's new?*A review of recent cases and tax law changes and IRS guidance affecting S corporations, partnerships, limited liability companies, and limited liability partnerships*Form 1099-K reporting requirements*Bonus depreciation*Section 174 Research & Experimental Expenditures -- guidance under Notice 2023-63 and Notice 2024-12*Decentralized Autonomous Organizations (DAOs) | |
| 12/2/2025 | 10:30 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Unconscious Bias for Managers, Supervisors and Executives (Webinar) (25WS-1586)25WS-1586 | *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. | |
| 11/26/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Weekly Expert Hour (Webinar) (25WS-2037)25WS-2037 | *Each week's topics will change based on the most critical issues affecting financial professionals | |
| 1/22/2026 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Schedules K-2 and K-3: Filing Requirements (Webinar) (25WS-1875)25WS-1875 | *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 | |
| 12/29/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Choosing the Right Business Entity (Webinar) (25WS-2108)25WS-2108 | *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 | |
| 2/4/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's A Guide to Gig Economy Tax Issues (Webinar) (25WS-2042)25WS-2042 | *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 | |
| 1/23/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Skills to Enhance Personal and Professional Networks (Webinar) (25WS-2128)25WS-2128 | *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 | |
| 2/6/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 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-1618)25WS-1618 | *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 | |
| 12/1/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Social Security and Medicare: Planning for You and Your Clients (Webinar) (25WS-1572)25WS-1572 | *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 | |
| 11/24/2025 | 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-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 Forms 7217 and 7203 (Webinar) (25WS-2135)25WS-2135 | *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 | |
| 2/9/2026 | 9 - 11 a.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 IRS Tax Examinations and Hot Issues (Webinar) (25WS-1793)25WS-1793 | *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 | |
| 12/18/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (Webinar) (25WS-2024)25WS-2024 | *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 | |
| 1/21/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Buying and Selling a Business: Tax and Structuring Overview (Webinar) (25WS-1963)25WS-1963 | *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 | |
| 1/12/2026 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients (Webinar) (25WS-2049)25WS-2049 | *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 | |
| 1/23/2026 | 9 - 11 a.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-1568)25WS-1568 | *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 | |
| 11/24/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Achieving High Levels of Compliance and Customer Service in Your Organization (Webinar) (25WS-1805)25WS-1805 | *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 | |
| 12/19/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit (Webinar) (25WS-1898)25WS-1898 | *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 | |
| 1/2/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding Non-Compete Agreements (Webinar) (25WS-2186)25WS-2186 | *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 | |
| 2/17/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding Partnership Taxation: Debt Allocations (Webinar) (25WS-1900)25WS-1900 | *Recourse debt allocations*Constructive liquidation scenarios*Nonrecourse debt allocations*Minimum gains and nonrecourse deductions*Section 704(c) gains*Allocations under 704(c) | |
| 1/2/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Getting Ahead: The Art of Marketing for CPAs (Webinar) (25WS-1457)25WS-1457 | *Challenges of marketing CPA firms*Developing marketing strategy*Elements of a marketing plan*Example: CPA firm marketing plan*Marketing regulatory/AICPA issues*Picking the right marketing channels*Marketing channel statistical analysis*Developing marketing metrics | |
| 11/12/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Depreciation Rules for Bonus and Section 179 Expensing (Webinar) (25WS-1781)25WS-1781 | *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 | |
| 12/17/2025 | 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-2207)25WS-2207 | *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? | |
| 2/20/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes (Webinar) (25WS-1889)25WS-1889 | *Reasonable compensation*Fringe benefits for S corporation shareholders*Built-in gains tax*Excess passive income tax*Notice 2020-75: PTE elections | |
| 12/30/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's How to Effectively Represent Clients Under IRS Audit (Webinar) (25WS-1612)25WS-1612 | *Why the IRS selects a tax return for audit*What happens when the taxpayer disagrees with the results of the audit*IRS employees who interact with taxpayers during an audit*FATCA audits*Types of IRS examinations*Potential IRS audit outcomes*Substitute for returns*Large Partnership Compliance Program*IRS's shift in audit strategies*Responding to IRS Notices online*Audits of high income and high net-worth individuals*The Bipartisan Budget Act of 2015 (BBA) and its impact on auditing partnerships*IRS Letters of Concern | |
| 12/1/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Advanced Individual Income Tax Return Issues (Webinar) (25WS-1614)25WS-1614 | *New issues for the current year tax return and Section 199A*Installment sales -- understanding the complicated issues*Form 8582: Passive losses with carryovers -- Complicated case with filled-in forms*Puts, calls, straddling, and unusual investments -- Understanding the tax laws and reporting them correctly on the tax return*Capital gain and loss issues -- The problem with proper reporting of installment sales issues; capital gains and losses; when is a stock worthless; and much more...*At-risk rules: What a return preparer really needs to know*Passive loss issues -- You cannot just trust your software. What to watch out for and the questions you need your clients to answer in order to do it right!*Incentive and nonqualified stock options -- Reporting; key strategies for planning; dealing with the alternative minimum tax*Alternative minimum tax -- Understanding it; planning strategies to avoid it; using the minimum tax credit; explaining it to a client*Form 6251: Detailed calculation example | |
| 12/1/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Real Estate Taxation: Critical Considerations (Webinar) (25WS-2012)25WS-2012 | *The impact of recent tax legislation on the real estate industry*Depreciation and recapture*Determining the basis when acquiring real estate*Passive activity losses*Calculation of gain or loss on sale of real estate*Rental operations*Installment sales | |
| 1/20/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Individual and Financial Planning Tax Camp (Webinar) (25WS-2061)25WS-2061 | *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 | |
| 1/27/2026 | 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-2187)25WS-2187 | *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 | |
| 2/17/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Weekly Expert Hour (Webinar) (25WS-1995)25WS-1995 | *Each week's topics will change based on the most critical issues affecting financial professionals | |
| 1/15/2026 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Inventory Management, Control and Analysis: Best-in-Class Tools to Achieve Success (Webinar) (25WS-2228)25WS-2228 | *Inventory management vs. inventory control*Inventory analysis methods and KPIs*Top inventory management trends*Inventory analysis: methods and KPIs*Inventory management trends for retailers*Inventory management and supply chain management*Top trends in warehouse management*Supply chain inventory optimization | |
| 2/25/2026 | 8 - 11:30 a.m. | Online | 4 CPE (2 tech, 2 non-tech) | |
| Surgent's Preparing Not-for-Profit Financial Statements (Webinar) (25WS-1881)25WS-1881 | *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 | |
| 12/30/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Guide to Partner Capital Account Reporting (Webinar) (25WS-2076)25WS-2076 | *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 | |
| 1/29/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Features and Benefits of SEP IRAs and SIMPLE IRAs (Webinar) (25WS-2132)25WS-2132 | *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 | |
| 2/9/2026 | 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-1477)25WS-1477 | *Key concepts of trusts, including recent trends; best practices; jurisdiction; and ways to avoid pitfalls*Decanting*Federal estate tax exemption and remaining relevance of trusts*Irrevocable life insurance trusts*The role of family dynamics*Choice of trustee and other fiduciaries*State trust-friendly considerations*Charitable trusts*Delaware Statutory Trusts*Powers of attorney*Pet Trusts -- the emerging necessities*State, county, and local issues*Portability*QTIP issues*Creditor considerations*Potential IRA problems*Problems with re-titling assets | |
| 11/13/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Time Management for Professionals (Webinar) (25WS-1973)25WS-1973 | *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 | |
| 1/13/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Understanding and Testing Control and Compliance in a Single Audit (Webinar) (25WS-1562)25WS-1562 | *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 | |
| 11/21/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Choosing the Right Business Entity (Webinar) (25WS-1967)25WS-1967 | *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 | |
| 1/13/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's The Americans with Disabilities Act and the Family and Medical Leave Act (Webinar) (25WS-2218)25WS-2218 | *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 | |
| 2/24/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Advanced Critical Tax Issues for S Corporations (Webinar) (25WS-1683)25WS-1683 | *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 | |
| 12/9/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's What Tax Practitioners Need to Know About Medicare (Webinar) (25WS-2054)25WS-2054 | *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 | |
| 1/26/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Essential Depreciation and Expensing Update (Webinar) (25WS-1695)25WS-1695 | *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 | |
| 12/9/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Update on the SECURE 2.0 Act (Webinar) (25WS-2269)25WS-2269 | *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 | |
| 3/5/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Artificial Intelligence for Accounting and Finance Professionals (Webinar) (25WS-2253)25WS-2253 | *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 | |
| 3/3/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (Webinar) (25WS-2176)25WS-2176 | *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 | |
| 2/13/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Construction Contractors: Accounting and Financial Reporting Issues (Webinar) (25WS-2206)25WS-2206 | *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 | |
| 2/20/2026 | 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-1759)25WS-1759 | *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 | |
| 12/15/2025 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's U.S. Taxation of Foreign Corporations: A Case Study Approach (Webinar) (25WS-1909)25WS-1909 | *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 | |
| 1/5/2026 | 8 - 11 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Section 199A: Schedule K-1 Reporting by Relevant Pass-Through Entities (Webinar) (25WS-1527)25WS-1527 | *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 | |
| 11/19/2025 | 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-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 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 Working Remotely: Best Practices, Challenges and Opportunities (Webinar) (25WS-1575)25WS-1575 | *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 | |
| 11/24/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (25WS-1671)25WS-1671 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures*Statement on Quality Management Standards: SQMS 1, SQMS 2, and SQMS 3*Post-Implementation Review Report for revenue recognition under ASC 606 and best practices in applying ASC 606*Fraud case studies*Recently issued SASs and other AICPA activity*Recently issued PCAOB standards and SEC rulemaking activities*Other important A&A practice matters | |
| 12/6/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Basics of Employment Law for Non-HR Professionals (Webinar) (25WS-2133)25WS-2133 | *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 | |
| 2/9/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Successfully Completing an Income Tax Return for a Trust or Estate: Form 1041 (Webinar) (25WS-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 Annual Update for Defined Contribution Plans (Webinar) (25WS-1616)25WS-1616 | *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 | |
| 12/1/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Critical Conversations (Webinar) (25WS-1550)25WS-1550 | *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 | |
| 11/21/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Webinar) (25WS-1803)25WS-1803 | *Comprehensive coverage of the One Big Beautiful Bill (OBBB) -- tip income exemption, overtime pay relief, auto loan interest deduction, the expanded SALT cap, bonus depreciation, Trump accounts, temporary senior deduction, increased 179 deduction, changes to 163(j) and 174 and more
*Permanent extension of select TCJA provisions
*Digital assets and tax implications -- Form 1099-DA for reporting digital asset transactions, IRS guidance on cryptocurrencies, NFTs, and broker responsibilities
*Artificial intelligence -- within tax practices, how the IRS is leveraging AI to enhance audit selection
*Form 1099-K reporting requirements
*Sale of Passthrough Entity Interests and Net Investment Income Tax
*The Gig Economy -- Independent Contractor vs. Employee classification challenges, reporting responsibilities, 2024 Department of Labor Final Rule on worker status
*Practice aids covering inflation-adjusted tax thresholds, mileage rates and contribution limits
*Advanced reporting issues and planning opportunities relevant to current tax practice | Lickwar Robert |
| 12/19/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Successfully Completing an Estate Tax Return: Form 706 (Webinar) (25WS-2119)25WS-2119 | *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 | |
| 2/5/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Update on the SECURE 2.0 Act (Webinar) (25WS-2013)25WS-2013 | *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 | |
| 1/20/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Integrated Planning, Forecasting and Budgeting for Organizational Success (Webinar) (25WS-2273)25WS-2273 | *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 | |
| 3/6/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Webinar) (25WS-1866)25WS-1866 | *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 | |
| 12/27/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Real Estate for Accounting and Finance Professionals (Webinar) (25WS-1468)25WS-1468 | *Rental income and expense calculation and reporting*Deciphering Schedule E (Form 1040)*Nuances of vacation home rules*Passive activity loss rules: foundations and implications*Active vs. material participation in rental activities*Tax reporting: how to group passive activities*Limitations on passive losses: at-risk rules and deductions*Classifying rental real estate activities*Navigating exceptions in rental real estate taxation | |
| 11/12/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's 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 Federal Tax Update Course by Surgent (Webinar) (25WS-1702)25WS-1702 | *Comprehensive coverage of the One Big Beautiful Bill (OBBB) -- tip income exemption, overtime pay relief, auto loan interest deduction, the expanded SALT cap, bonus depreciation, Trump accounts, temporary senior deduction, increased 179 deduction, changes to 163(j) and 174 and more
*Permanent extension of select TCJA provisions
*Digital assets and tax implications -- Form 1099-DA for reporting digital asset transactions, IRS guidance on cryptocurrencies, NFTs, and broker responsibilities
*Artificial intelligence -- within tax practices, how the IRS is leveraging AI to enhance audit selection
*Form 1099-K reporting requirements
*Sale of Passthrough Entity Interests and Net Investment Income Tax
*The Gig Economy -- Independent Contractor vs. Employee classification challenges, reporting responsibilities, 2024 Department of Labor Final Rule on worker status
*Practice aids covering inflation-adjusted tax thresholds, mileage rates and contribution limits
*Advanced reporting issues and planning opportunities relevant to current tax practice | Lickwar Robert |
| 12/10/2025 | 10:30 a.m. - 6:30 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-2043)25WS-2043 | *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 | |
| 1/23/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Guide to Understanding the At‑Risk Basis Rules and Forms 6198 and 7203 (Webinar) (25WS-2138)25WS-2138 | *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 | |
| 2/9/2026 | 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-2223)25WS-2223 | *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 | |
| 2/24/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Ethics for the Industry Accountant (Webinar) (25WS-1855)25WS-1855 | *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 | |
| 12/26/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Surgent's Successfully Completing an Estate Tax Return: Form 706 (Webinar) (25WS-1958)25WS-1958 | *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 | |
| 1/12/2026 | 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-2016)25WS-2016 | *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 | |
| 1/20/2026 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's 2024 Tax Update (Self-Study) (25SS-0002)25SS-0002 | *Timely coverage of breaking tax legislation*Form 1099-K reporting requirements*FinCEN reporting requirements under the Corporate Transparency Act in 2024*Employee Retention Tax Credit updates*Review of pertinent cases and rulings affecting taxpayers*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| Self-Study | | Downloadable PDF | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's 2024 Tax Update for Client Advisory Services (Self-Study) (25SS-0003)25SS-0003 | *Common tax deadlines and penalties*Employee Retention Credit -- new developments*Beneficial ownership information reporting*Bonus depreciation changes*Form 1099 reporting and changes*Online accounts and IP PINs*Virtual currency updates*Green energy credit compliance | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's A Complete Guide to Offers in Compromise (Self-Study) (25SS-0004)25SS-0004 | *Legislative history*American Jobs Creation Act of 2004 and changes to IRC Section 6159*Comprehensive coverage of the three main types of OIC*Doubts as to collectability (DATC)*Doubts as to liability (DATL)*Effective tax administration (ETA)*Hybrid of DATC*Detailed walk-through of the process and key terms*Practical solutions and success rates*Various scams | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's A Complete Guide to the Yellow Book (Self-Study) (25SS-0005)25SS-0005 | *When is the auditor required to follow the Yellow Book (aka Government Auditing Standards or GAGAS)?*How the Yellow Book requirements relate to generally accepted auditing standards and the single audit requirements*The different types of Yellow Book audit and attestation engagements that auditors may be called upon to perform*The Yellow Book standards related to the qualifications of the auditor (i.e., requirements related to independence, CPE, peer review, and more)*The Yellow Book requirements related to the performance of and reporting on a financial audit*The Yellow Book requirements related to attestation engagements (i.e., examinations, reviews, and agreed-upon procedures engagements) and performance audits | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's A Complete Guide to the Yellow Book (Self-Study) (25SS-0006)25SS-0006 | *When is the auditor required to follow the Yellow Book (aka Government Auditing Standards or GAGAS)?*How the Yellow Book requirements relate to generally accepted auditing standards and the single audit requirements*The different types of Yellow Book audit and attestation engagements that auditors may be called upon to perform*The Yellow Book standards related to the qualifications of the auditor (i.e., requirements related to independence, CPE, peer review, and more)*The Yellow Book requirements related to the performance of and reporting on a financial audit*The Yellow Book requirements related to attestation engagements (i.e., examinations, reviews, and agreed-upon procedures engagements) and performance audits | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's A Complete Tax Guide to Exit Planning (Self-Study) (25SS-0007)25SS-0007 | *Gain exclusion and tax-free reorganization planning*Gain exclusion with sales of C Corporation stock -- Section 1202*Deferral of gain with installment reporting*Gain planning with partnerships*Basis planning -- basis step-up at death, gifts of interests to family*Restructuring the business entity -- C vs. S Corporation, partnerships, LLCs*Real estate planning -- retention vs sales, like-kind exchanges*Employee stock ownership plans -- special tax incentives*Employee benefit planning with ownership change*Taxes other than the federal income tax -- state tax, estate, gift and generation-skipping taxes, and property taxes*Prospects for tax law change | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's A Guide to Auditing Common Investments (Self-Study) (25SS-0008)25SS-0008 | *Overview of common investment types*Typical audit risks and related audit procedures*Alternative Investments*Fair value disclosure, including applying the fair value hierarchy | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's A Guide to Gig Economy Tax Issues (Self-Study) (25SS-0009)25SS-0009 | *Characteristics of a gig economy*Who is an employee and who is an independent contractor?*Form 1099-NEC and reporting of non-employee compensation *Reporting on Form 1099-K*Gig workers and the requirement to pay self-employment tax throughout the year*State tax implications of remote work for the business owner and workers*How remote work creates state tax nexus*Tax implications of employee telecommuting for the employer *The "convenience of the employer" rule*Drivers of both people and of meals or other products*Section 199A deduction*Implications of the Vizcaino case | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's A Guide to Nonqualified Deferred Compensation (Self-Study) (25SS-0010)25SS-0010 | *The basics of nonqualified deferred compensation (NQDC)*NQDC compliance*Taxation of NQDC plans*Types of NQDC plans*Financing/funding NQDC plans*Planning strategies | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's A Practical Guide to Auditing Cash and Cash Equivalents (Self-Study) (25SS-0011)25SS-0011 | *Explain typical audit risks and special considerations related to cash and cash equivalents*Identify the risk of fraud related to cash and cash equivalents*Describe designing a detailed audit plan, linking assessed risk to planned procedures*Techniques used to perform the audit procedures associated with auditing cash and cash equivalents*Obtaining evidence related to cash and cash equivalents*Case study and test yourself questions related to auditing cash and cash equivalents | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Accounting and Auditing Credit Losses Under ASC 326 (Self-Study) (25SS-0012)25SS-0012 | *Scope and overview of ASC 326*Applying ASC 326 and the CECL model*Transitioning to ASC 326*Presentation and disclosure requirements of ASC 326*Auditing accounting estimates*Key changes to auditing estimates due to the issuance of ASC 326 | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Accounting and Auditing Revenue (Self-Study) (25SS-0013)25SS-0013 | *Topic 606, Revenue from Contracts with Customers, including recently issued ASUs impacting Topic 606*The FASB's new five-step revenue recognition model, including hands-on examples and illustrations of the new guidance, including presentation and disclosure requirements*Performing an effective risk assessment related to revenue*Common internal controls and substantive audit procedures related to revenue | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Accounting Changes and Error Corrections: What Every CPA Needs to Know (Self-Study) (25SS-0014)25SS-0014 | *FASB ASC Topic No 250, Accounting Changes and Error Corrections*Accounting changesand error corrections taking the shape of: Changes in accounting principle; Changes in accounting estimates; Changes in reporting entity; | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Accounting for and Auditing Complex Investments (Self-Study) (25SS-0015)25SS-0015 | *The fair value measurement process*Derivative and hedge accounting under ASC 815*Accounting and auditing considerations related to the use of the equity method of accounting under ASC 323*Accounting and auditing considerations related to investments in cryptocurrency and digital assets | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Accounting for and Auditing Inventory (Self-Study) (25SS-0016)25SS-0016 | *Elements of inventory cost and full-absorption costing*Valuation methodologies, including LIFO, FIFO, weighted average, and specific identification*Obsolescence reserves*Retail inventory valuation basics*Physical inventory observation approach refresher*Accounting issues related to consigned inventory*Risk associated with and steps performed in auditing of inventories. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Accounting for and Auditing Leases (Self-Study) (25SS-0017)25SS-0017 | *ASU No. 2016-02,Leases (Topic 842)*Overall lease accounting guidance for both lessees and lessors*Detailed review of accounting by lessees *Transition guidance*Other operational issues*Control and risk considerations related to auditing leases*Common audit procedures related to auditing leases and the adoption of ASC 842 | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Accounting for Guarantees (Self-Study) (25SS-0018)25SS-0018 | *Overview of the accounting related to guarantees*Review of the reporting related to guarantees*Examination of the disclosure requirements related to guarantees | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Accounting for Litigation and Legal Contingencies (Self-Study) (25SS-0019)25SS-0019 | *Recognition and measurement of legal contigencies*Impact from new information*Events after the date of the financial statements*Recognized subsequent events | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Accounting for Software: Internal Use and External Sales (Self-Study) (25SS-0020)25SS-0020 | *The accounting, reporting, and disclosure requirementsrelated to software*Internal-use software arrangements*Cloud and non-cloud based arrangements*Software for resale*Software sold to third parties*ASC Topic 350-40*ASC Topic 985-20 | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Accounting Hot Topics (Self-Study) (25SS-0021)25SS-0021 | *Technology trends and hot topics*Fair value concepts*Accounting for business combinations*Asset impairment accounting | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Accounting Principle Changes: What Every CPA needs to know (Self-Study) (25SS-0022)25SS-0022 | *An overview of the accounting requirements with respect to accounting principle changes*Accounting changes that can take the shape of changes in accounting principle, changes in accounting estimates, and changes in reporting entity*The ASUs that have affected ASC topics over the last few years | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Accounting, Audit and Attest Update for Practitioners with Small Business Clients (Self-Study) (25SS-0023)25SS-0023 | *Private company standard setting activities*Small and medium-sized business-related ASUs*Lease accounting update*Special purpose frameworks -- cash, modified cash, and tax basis*Common small and medium-sized business financial statement errors and deficiencies*Newly issued SSARS and SSAE standards*SASs effective for 2023 year-end audits and beyond | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Achieving High Levels of Compliance and Customer Service in Your Organization (Self-Study) (25SS-0024)25SS-0024 | *Why customer service is not just having nice people; it is truly serving the customer*Analysis of the value of the customer to compare it to various costs creating an ROI*How to develop a compliance program that adds value to the customer*A hard look at several companies and industries that have mastered the dual objectives*How COVID-19 has affected compliance and customer service | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Achieving High Levels of Compliance and Customer Service in Your Organization (Self-Study) (25SS-0025)25SS-0025 | *Why customer service is not just having nice people; it is truly serving the customer*Analysis of the value of the customer to compare it to various costs creating an ROI*How to develop a compliance program that adds value to the customer*A hard look at several companies and industries that have mastered the dual objectives*How recent developments have affected compliance and customer service | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Adapting to Today's Changing Accounting Landscape (Self-Study) (25SS-0026)25SS-0026 | *Evolving accounting landscape *Data complexity in accounting and tax *Value-added billing*Artificial Intelligence *Shifting client expectations *Navigating regulatory uncertainty *The impact of accountants on society *Embracing change and innovation *Pipeline challenges | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments (Self-Study) (25SS-0027)25SS-0027 | *Audit requirements for ERISA Section 103(a)(3)(C) audits*An annual update of the changes affecting 401(k) plans*Compliance issues associated with eligibility and enrollments, remittances, lack of oversight, compensation, vesting, and other topics*Best practices for engagement planning, internal controls, risk assessment, and detailed testing*Avoiding common mistakes while performing audit procedures*Plan mergers and acquisitions*Common audit reporting and disclosure issues | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Advanced Critical Tax Issues for Limited Liability Companies and Partnerships (Self-Study) (25SS-0028)25SS-0028 | *Coverage of the Inflation Reduction Act of 2022*Single-member limited liability companies as an alternative to subsidiaries*Cancellation of indebtedness: rules and regulations*How the IRS views members or partners for Social Security purposes*Special problems when forming an LLC*Debt issues and problems in structuring LLCs and LLPs, including loan guarantee issues, recourse and nonrecourse debt, the at-risk basis rules, and new regulations restricting "bottom dollar" guarantees*Distributions: is it just a disguised sale? New regulations eliminate certain tax-deferred leveraged partnership transactions*Death or retirement of a member or partner -- Understanding the alternatives*Step-up in basis issues -- How to make the computations and elections*Property transactions between the LLC/LLP and its members or partners -- Inbound and outbound transactions: what to do with built-in gain or loss property*Partnership losses: when are they deductible? See, in particular, TCJA and CARES override*Material participation rules for LLC members and limited partners: how they affect passive loss issues*Continuation and termination of an LLC/partnership in the context of a merger or acquisition*Sales of an LLC Interest -- holding period, and hot asset issues*Impact of the tax on investment income on the sale of an interest in a partnership or LLC*Repeal of technical termination of partnership provision*Impact of Soroban Capital Partners LP, 161 TC No.12 | |
| Self-Study | | Downloadable PDF | 10 CPE (10 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 | *Identify the key aspects of SASs that will be effective for December 31, 2022 engagements
*Recall the basic provisions of SAS Nos. 142-145, effective for 2023 year-end audits
*Review recently issued ethics interpretations | |
| 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 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
*Operational issues
*Updates to the lease accounting guidance
*Feedback from the public company adoption of Topic 842 | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's 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
*Operational issues
*Updates to the lease accounting guidance
*Feedback from the public company adoption of Topic 842 | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Excel for Staff Level 1: What You Never Learned (Self-Study) (25SS-0166)25SS-0166 | *Navigating around worksheets*Selecting cells and ranges*How to use custom number formatting*How to leverage Views*How to build better formulas with referenced variables and defined names*How to quickly format cells with Cell Styles*Proper worksheet structure | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Excel for Staff Level 2: Getting More Out of Excel (Self-Study) (25SS-0167)25SS-0167 | *Overview of setting up spreadsheets for data analysis and how Excel tables can help*Learning the importance of consistent column calculations*How to use conditional formatting to highlight important information*How to leverage Excel tables by analyzing them in PivotTables*Learning to leverage array formulas | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Excel: The Data Tools for Analysis - Power Query and Power Pivot (Self-Study) (25SS-0168)25SS-0168 | *Demonstration in Excel: where to locate the data tools of Power Query and Power Pivot*Data skills demonstrated: data preparation and data modeling*Demonstrations in Power Query -- the Extract Transform and Load tool for data preparation of the Power BI ecosystem, including data sources Power Query can connect to; transformations; load options; operations; and sample of use cases*Demonstrations in Power Pivot, the data modeling tool of the Power BI ecosystem, including query organization; custom columns; parameters; and database capabilities | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Exploring Client Advisory Services: Tax Due Dates and Penalties/Where Do I Need to File? (Self-Study) (25SS-0169)25SS-0169 | *Estimated taxes and deadlines*Tax due dates for common returns and filings*Potential penalties and interest*Information return penalties*Penalties applicable to pass-through entities*Accuracy-related penalties*First-time abatement (FTA)*FTA eligible returns*Reasonable cause*Nexus: sales tax vs. income tax*Sales tax nexus with state specific examples*Remote work and sales tax nexus*Income tax nexus with state-specific examples*Remote work and income tax nexus*Sales factor: throwback rules | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's FASB Accounting Standards Update (Self-Study) (25SS-0170)25SS-0170 | *FASB Accounting Standards Updates issued in 2020 and 2021 to date*Items on which the PCC is consulting*Projects on the FASB's Technical Agenda | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's FASB Update for Small and Medium-Sized Businesses: A Practical Implementation Guide (Self-Study) (25SS-0171)25SS-0171 | *Private company standard setting activities*FASB Accounting Standards Updates (ASUs) relevant to smaller businesses*Lease accounting implementation guidance*ASC 326, Credit Losses*Accounting for income taxes*Accounting for debt instruments | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's FASB Update: New and Recent Accounting Standards Updates (Self-Study) (25SS-0172)25SS-0172 | *Recently issued FASB Accounting Standards Updates
*Implementation issues related to ASC Topic 842, Leases | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Federal Tax Update (Self-Study) (25SS-0173)25SS-0173 | *Comprehensive coverage of the Inflation Reduction Act, including: The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements*Comprehensive coverage of theSECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans*Timely coverage of breaking tax legislation*The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the 2024 DOL Final Rule*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Federal Tax Update (Self-Study) (25SS-0174)25SS-0174 | *Comprehensive coverage of the Inflation Reduction Act, including: The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements*Comprehensive coverage of theSECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans*Timely coverage of breaking tax legislation*The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the 2024 DOL Final Rule*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Fiduciary Income Tax Returns:Form 1041 Workshop with Filled-in Forms (Self-Study) (25SS-0175)25SS-0175 | *Classifying receipts between "income" and "corpus" under the Uniform Principal and Income Act*Calculation of DNI utilizing three different methods, a "forms" method (Schedule B), a "code" method, and a "shortcut" method, utilizing a worksheet of common income and expenses*Proper W-2 preparation and procedures in the year of death*Taxpayer passes before taking a required minimum distribution; what must be done?*Forgetful fiduciaries of simple trusts*Fluctuating trusts -- Simple one year, complex the next*Dividing income in the year of death*Overview of Subchapter J*Form preparation issues -- Filing requirements and line-by-line explanations of Form 1041*Taxable income of estates and trusts and expense allocation issues*Specific deductions and miscellaneous itemized deductions*Income in respect of a decedent*The income distribution deduction calculation*Relation of principal and income law to DNI*Understanding how to handle capital gains and losses*Allocating tax items to beneficiaries: another K-1*Other considerations: excess deductions on termination*Effects of the CARES and Tax Relief Acts on trusts: Section 461(l) Excess Business Loss Limitation, NOL, Section 163(j) modifications, new employer credits*Comprehensive DNI case study, with principal (cost and FMV) and income reconciliation*Comprehensive trust and estate case studies, with filled-in forms | |
| Self-Study | | Downloadable PDF | 10 CPE (10 tech, 0 non-tech) | |
| Surgent's Fiduciary Income Tax Returns: Form 1041 Workshop with Filled-in Forms (Self-Study) (25SS-0176)25SS-0176 | *Classifying receipts between "income" and "corpus" under the Uniform Principal and Income Act*Calculation of DNI utilizing three different methods, a "forms" method (Schedule B), a "code" method, and a "shortcut" method, utilizing a worksheet of common income and expenses*Proper W-2 preparation and procedures in the year of death*Taxpayer passes before taking a required minimum distribution; what must be done?*Forgetful fiduciaries of simple trusts*Fluctuating trusts -- Simple one year, complex the next*Dividing income in the year of death*Overview of Subchapter J*Form preparation issues -- Filing requirements and line-by-line explanations of Form 1041*Taxable income of estates and trusts and expense allocation issues*Specific deductions and miscellaneous itemized deductions*Income in respect of a decedent*The income distribution deduction calculation*Relation of principal and income law to DNI*Understanding how to handle capital gains and losses*Allocating tax items to beneficiaries: another K-1*Other considerations: excess deductions on termination*Effects of the CARES and Tax Relief Acts on trusts: Section 461(l) Excess Business Loss Limitation, NOL, Section 163(j) modifications, new employer credits*Comprehensive DNI case study, with principal (cost and FMV) and income reconciliation*Comprehensive trust and estate case studies, with filled-in forms | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Financial Reporting Update for Tax Practitioners (Self-Study) (25SS-0177)25SS-0177 | *Recent standard setting and consulting activities at the FASB*Proposed updates to income tax accounting and financial statement disclosures*Tax basis financial statements*Recently issued Statements on Auditing Standards and other audit-related hot topics | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Financial Reporting Update for Tax Practitioners (Self-Study) (25SS-0178)25SS-0178 | *Recent standard setting and consulting activities at the FASB*Proposed updates to income tax accounting and financial statement disclosures*Tax basis financial statements*Recently issued Statements on Auditing Standards and other audit-related hot topics | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Financial Statement Disclosures: A Guide for Small and Medium-Sized Businesses (Self-Study) (25SS-0179)25SS-0179 | *Financial statement disclosures for small and medium-sized businesses*Balance sheet, income statement, and statement of cash flows presentation and disclosure issues*Disclosure examples from all sized entities which you can use to base your disclosures on*Developing disclosure issues, including disclosures related to the adoption of Topic 606 | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Financial Statement Disclosures: A Guide for Small and Medium-Sized Businesses (Self-Study) (25SS-0180)25SS-0180 | *Financial statement disclosures for small and medium-sized businesses*Balance sheet, income statement, and statement of cash flows presentation and disclosure issues*Disclosure examples from all sized entities which you can use to base your disclosures on*Developing disclosure issues, including disclosures related to the adoption of Topic 606 | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Finding Errors in Excel Spreadsheets (Self-Study) (25SS-0181)25SS-0181 | *Common Excel errors, including formula errors, reference errors, and logic errors*Advanced Excel functions and formulas that are crucial for error detection and data analysis*Data validation techniques, including setting up data validation rules and using conditional formatting to highlight potential inaccuracies*Error tracing and auditing tools, including Trace Precedents, Trace Dependents, and the Error Checking tool | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Firm Quality Control Standards and Best Practices (Self-Study) (25SS-0182)25SS-0182 | *The major requirements of QC Section 10, A Firm's System of Quality Control*Elements of an effective system of quality control*Considerations for sole practitioners and smaller firms when implementing QC Section 10*Guidance in implementing an effective firm-wide system of quality control across its six components | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Focus on Engagement Quality: How to Avoid Deficiencies in Peer Reviews (Self-Study) (25SS-0183)25SS-0183 | *AICPA's Enhancing Audit Quality initiative *Recent revisions to Quality Management standards*Feedback from peer reviews, including areas driving deficiencies in audit *Elements of an effective risk assessment and how to link to audit procedures performed*Understanding internal controls and making the decision whether or not to test them*Issues related to compilations and reviews*Issues related to employee benefit plans*Issues related to Government Auditing Standards/Single Audits*Best practices in documentation | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Food, Beverage and Entertainment Expensing (Self-Study) (25SS-0184)25SS-0184 | *The 50% deduction for meals that are ordinary and necessary in carrying on a trade or business*Elimination of the temporary rules that applied for 2021 and 2022 which allowed for 100% deductibility for ordinary and necessary business-related meals*When meals are still 100% deductible*IRS rules relating to the nondeducibility of activities considered entertainment or amusement*What constitutes entertainment/amusement for tax purposes?*When employers may deduct food and beverages provided to employees*50% deductibility for occasional employee meals and for overtime meals*50% deductibility for business meals during business meetings*Business meals incurred during business travel*Invoice meals separately from entertainment | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Form 1040 Return Review Boot Camp for New and Experienced Reviewers (Self-Study) (25SS-0185)25SS-0185 | *Review an error-prone "staff-prepared" Form 1040 from client-provided information. Where do you start? Get to know your client and ask the questions*Several new reporting issues for the reviewer to consider, including the main credit provisions as enacted under the American Rescue Plan*What are common errors preparers make and what are the areas generating malpractice claims?*The importance of engagement letters, questionnaires, and Section 7216 permission statement*Initial administrative groundwork*Identifying organizing issues in the tax return to be reviewed*Avoiding "willful blindness." Handling ethical and moral dilemmas*Efficient review of certain advanced issues for income, adjustments, deductions, and credits*Effective procedures for delinquent clients, filing past-due tax returns*First-time client issues requiring extra scrutiny*Multiple checklists of efficient procedures to identify potential issues on a 1040 return*Listing of schedules for staff to prepare to make a review easier, including basis issues for 1040 clients*Reconciling time pressure with thoroughness and quality control*Professionals acting professionally | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Form 1040 Return Review Boot Camp for New and Experienced Reviewers (Self-Study) (25SS-0186)25SS-0186 | *Review an error-prone "staff-prepared" Form 1040 from client-provided information. Where do you start? Get to know your client and ask the questions*Several new reporting issues for the reviewer to consider, including the main credit provisions as enacted under the American Rescue Plan*What are common errors preparers make and what are the areas generating malpractice claims?*The importance of engagement letters, questionnaires, and Section 7216 permission statement*Initial administrative groundwork*Identifying organizing issues in the tax return to be reviewed*Avoiding "willful blindness." Handling ethical and moral dilemmas*Efficient review of certain advanced issues for income, adjustments, deductions, and credits*Effective procedures for delinquent clients, filing past-due tax returns*First-time client issues requiring extra scrutiny*Multiple checklists of efficient procedures to identify potential issues on a 1040 return*Listing of schedules for staff to prepare to make a review easier, including basis issues for 1040 clients*Reconciling time pressure with thoroughness and quality control*Professionals acting professionally | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Form 1065 Boot Camp: Step-by-Step Preparation with Completed Forms (Self-Study) (25SS-0187)25SS-0187 | *Comprehensive coverage of the Inflation Reduction Act of 2022*Gain a thorough understanding of federal income tax laws for partnerships and LLCs, from formation to tax return preparation issues*Filing requirements for Schedules K-2 and K-3*Who files Form 1065, and who does not file Form 1065*Tax Basis Capital Account Reporting Requirements*Trade or Business income and expenses versus Separately Stated Items*The importance of Schedule M-1*Partnership distributions -- current or liquidating, cash or property*How to allocate recourse and nonrecourse debt*Self-employment tax issues; court cases and trends in tax audits of earnings subject to self-employment taxes*Complete coverage of any new legislation enacted before presentation*Section 163(j) limitations*Mastering two common tax forms, Depreciation (4562) and Sale of Assets (4797)*Final regulations on Section 168(k)*Partnership reporting oddities*Accurately preparing partnership returns and reconciling book income to taxable income*The Centralized Audit Regime under the Bipartisan Budget Act of 2015 | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Form 1065 Boot Camp: Step-by-Step Preparation with Completed Forms (Self-Study) (25SS-0188)25SS-0188 | *Comprehensive coverage of the Inflation Reduction Act of 2022*Gain a thorough understanding of federal income tax laws for partnerships and LLCs, from formation to tax return preparation issues*Filing requirements for Schedules K-2 and K-3*Who files Form 1065, and who does not file Form 1065*Tax Basis Capital Account Reporting Requirements*Trade or Business income and expenses versus Separately Stated Items*The importance of Schedule M-1*Partnership distributions -- current or liquidating, cash or property*How to allocate recourse and nonrecourse debt*Self-employment tax issues; court cases and trends in tax audits of earnings subject to self-employment taxes*Complete coverage of any new legislation enacted before presentation*Section 163(j) limitations*Mastering two common tax forms, Depreciation (4562) and Sale of Assets (4797)*Final regulations on Section 168(k)*Partnership reporting oddities*Accurately preparing partnership returns and reconciling book income to taxable income*The Centralized Audit Regime under the Bipartisan Budget Act of 2015 | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Form 1120-S Boot Camp: Step-by-Step Preparation with Completed Forms (Self-Study) (25SS-0189)25SS-0189 | *Federal income tax laws for S Corporations, from formation to tax return preparation issues*Key operational issues of separately stated versus non-separately stated income and expenses*The importance of Schedule M-1*Accurately accounting for basis, AAA, and distributions*Properly preparing and allocating items on Schedule K-1*Reporting requirements for Schedules K-2 and K-3, including filing exceptions*Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations*Identification of eligible shareholders*Requirements to make a timely or late election*Involuntary S Corporation status terminations, cases and rulings, and other developing issues and hot topics*Mastering Forms 4562 ("Depreciation and Amortization") and 4797 ("Sales of Business Property")*S Corporation reporting oddities*Accurately preparing S Corporation returns and reconciling book income with taxable income | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Forms 1120-S and 1065 Return Review Boot Camp for New and Experienced Reviewers (Self-Study) (25SS-0190)25SS-0190 | *Reviews of portions of error-prone "staff-prepared" Forms 1120-S and 1065 from client-provided information*What are common errors preparers make and what are the areas generating malpractice claims?*Initial administrative groundwork*The importance of Schedule M-1. Learn how various schedules are related and learn how to self-review*Reporting requirements and filing exceptions for Schedules K-2 and K-3*Don't fall prey to reporting oddities*When can seemingly separately stated Schedule K items actually be trade or business items to report on Forms 1120-S or 1065?*Form 1120-S -- What exactly is terminating S elections today? How do I recognize a second class of stock? Maintaining shareholder basis schedules; beware of final IRS regulations regarding "open debt"; the default method of calculating basis versus the election under Section 1367; can an S Corporation distribute earnings and profits from C Corporation years?*Form 1065 -- New tax reporting requirement for partners' capital balances*Why use Section 704(b) to maintain capital accounts; Section 704(c) regulations for preventing the shifting of tax consequences among partners or members; allocating recourse, nonrecourse, and qualified nonrecourse debt; a review of Section 754 step-up in basis rules*Multiple checklists of efficient procedures to identify potential issues on an 1120-S or 1065 tax return | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Forms 1120-S and 1065 Return Review Boot Camp for New and Experienced Reviewers (Self-Study) (25SS-0191)25SS-0191 | *Reviews of portions of error-prone "staff-prepared" Forms 1120-S and 1065 from client-provided information*What are common errors preparers make and what are the areas generating malpractice claims?*Initial administrative groundwork*The importance of Schedule M-1. Learn how various schedules are related and learn how to self-review*Reporting requirements and filing exceptions for Schedules K-2 and K-3*Don't fall prey to reporting oddities*When can seemingly separately stated Schedule K items actually be trade or business items to report on Forms 1120-S or 1065?*Form 1120-S -- What exactly is terminating S elections today? How do I recognize a second class of stock? Maintaining shareholder basis schedules; beware of final IRS regulations regarding "open debt"; the default method of calculating basis versus the election under Section 1367; can an S Corporation distribute earnings and profits from C Corporation years?*Form 1065 -- New tax reporting requirement for partners' capital balances*Why use Section 704(b) to maintain capital accounts; Section 704(c) regulations for preventing the shifting of tax consequences among partners or members; allocating recourse, nonrecourse, and qualified nonrecourse debt; a review of Section 754 step-up in basis rules*Multiple checklists of efficient procedures to identify potential issues on an 1120-S or 1065 tax return | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Found It! Reporting Findings in Yellow Book and Single Audits (Self-Study) (25SS-0192)25SS-0192 | *The types of findings reported in Yellow Book and single audits*The Yellow Book and Uniform Guidance requirements for reporting findings*How to really think through the elements of a finding to assist report users | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities (Self-Study) (25SS-0193)25SS-0193 | *The Inflation Reduction Act of 2022*Tier 1: Basis limitations for S Corporation shareholders and partners*Tier 2: Section 465 at-risk limitations for S Corporation shareholders and partners, including the impact of debt, indemnities, guarantees, and shareholder/partner agreements*Tier 3: Section 469 passive loss limitations and exceptions to the limitations*Tier 4: The excess business loss limitation of the Tax Cuts and Jobs Act of 2017 (new Section 461(l)), American Rescue Plan Act, and Inflation Reduction Act | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities (Self-Study) (25SS-0194)25SS-0194 | *The Inflation Reduction Act of 2022*Tier 1: Basis limitations for S Corporation shareholders and partners*Tier 2: Section 465 at-risk limitations for S Corporation shareholders and partners, including the impact of debt, indemnities, guarantees, and shareholder/partner agreements*Tier 3: Section 469 passive loss limitations and exceptions to the limitations*Tier 4: The excess business loss limitation of the Tax Cuts and Jobs Act of 2017 (new Section 461(l)), American Rescue Plan Act, and Inflation Reduction Act | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Fraud 101: Understanding Basic Fraud Schemes (Self-Study) (25SS-0195)25SS-0195 | *Common embezzlement schemes*Common financial statement fraud schemes*Commonly missed red flags | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Fraud Basics: Protecting the Company Till (Self-Study) (25SS-0196)25SS-0196 | *The price of fraud -- ACFE's Report to the Nations and ancillary costs*The current economy -- microeconomics and analysis*COSO internal control framework, particularly Principle 1 (integrity/ethics) and Principle 8 (fraud risk assessments)*Power of morale -- shrinking the fraud triangle and employee motivation*Why good folks go bad -- interesting findings and red flags | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Fraud Basics: Protecting the Company Till (Self-Study) (25SS-0197)25SS-0197 | *The price of fraud -- ACFE's Report to the Nations and ancillary costs*The current economy -- microeconomics and analysis*COSO internal control framework, particularly Principle 1 (integrity/ethics) and Principle 8 (fraud risk assessments)*Power of morale -- shrinking the fraud triangle and employee motivation*Why good folks go bad -- interesting findings and red flags | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Fraud Case Studies: Schemes and Controls (Self-Study) (25SS-0198)25SS-0198 | *Recent fraud cases*Common fraud schemes perpetrated by those within and outside victim organizations*Consider the lessons learned*Best practices to further our fraud prevention | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Fraud Case Studies: Schemes and Controls (Self-Study) (25SS-0199)25SS-0199 | *Recent fraud cases*Common fraud schemes perpetrated by those within and outside victim organizations*Consider the lessons learned*Best practices to further our fraud prevention | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Fraud Environment (Self-Study) (25SS-0200)25SS-0200 | *Statistics compiled by the ACFE related to fraud* Professional responsibilities to identity, respond to and report fraudulent activity*The current fraud landscape, including who commits fraud, how and why they commit it and how they are detected | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Fraud in Governments and Nonprofits (Self-Study) (25SS-0201)25SS-0201 | *Common characteristics of fraud perpetrators *Frauds involving supplies, credit card programs, and overtime*Key controls to detect and prevent fraud | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Fraud Risk Assessment Basics (Self-Study) (25SS-0202)25SS-0202 | *Explain the expectation gap with financial statement users regarding the auditor's responsibilities for preventing and detecting fraud*Fraud inquiries and engagement team discussion points*Identifying and responding to fraud risk on an audit*Testing journal entries and other tests for management override*Fraud communications | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Fundamentals of Internal Controls (Self-Study) (25SS-0203)25SS-0203 | *Gaining an understanding of the evolution of internal controls *Components of the COSO Internal Control -- Integrated Framework*Approaches for documenting and evaluating the design and implementation of internal control over financial reporting*Critical elements of entity-level and transactional-level controls covering all assertions*Internal controls that are responsive to the risk of fraud*Case studies related to identifying deficiencies in internal control documentation | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Fundamentals of Public Charity Taxation and Form 990 (Self-Study) (25SS-0204)25SS-0204 | *Organization and structure of Form 990*Form 990 and its various schedules*Form 990 filing requirements*The public support tests *Taxation of unrelated business income*Compensation-related reporting issues | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's GAAP Hot Topics: What You Need to Know (Self-Study) (25SS-0205)25SS-0205 | *An overview of key accounting and reporting topics within U.S. GAAP*A discussion of accounting for business combinations, revenue recognition principles, and leasing transfers*Goodwill impairment, segment reporting, and how to account for software*Requirements related to accounting changes and error corrections | |
| Self-Study | | Downloadable PDF | 16 CPE (16 tech, 0 non-tech) | |
| Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers (Self-Study) (25SS-0206)25SS-0206 | *Latest state of the economy*Expense control that works*Understanding our changing workforce and working environment*Financial risk analysis*Enterprise risk management*Improving bank relationships | |
| Self-Study | | On-Demand | 4 CPE (2 tech, 2 non-tech) | |
| Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers (Self-Study) (25SS-0207)25SS-0207 | *Latest state of the economy*Expense control that works*Understanding our changing workforce and working environment*Financial risk analysis*Enterprise risk management*Improving bank relationships | |
| Self-Study | | Downloadable PDF | 4 CPE (2 tech, 2 non-tech) | |
| Surgent's General Ethics for Tax Practitioners (Self-Study) (25SS-0208)25SS-0208 | * Who is a tax practitioner? * What responsibilities does the Office of Professional Responsibility regulate? * What limitations does the IRS place on fee arrangements? * What duties does the practitioner have with respect to client records? *What limitations apply with respect to a written tax opinion?* What sanctions may be applied for violations of Service imposed standards of conduct? | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Get Started with Power BI (Self-Study) (25SS-0209)25SS-0209 | *Introduction to the Power BI ecosystem, including Excel's Power BI features (Power Pivot and Power Query) and standalone tools (Power BI Desktop, Power BI Service, Power BI Report Builder, and Power BI Report Server)*Introduction to the interfaces of Power Pivot, Power Query, Power BI Desktop, and Power BI Services*Strengths and limitations of Excel's Power BI features versus standalone Power BI tools*Deciding when to use each tool for optimal efficiency and accuracy in data analysis tasks | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Getting Ahead: The Art of Marketing for CPAs (Self-Study) (25SS-0210)25SS-0210 | *Challenges of marketing CPA firms*Developing marketing strategy*Elements of a marketing plan*Example: CPA firm marketing plan*Marketing regulatory/AICPA issues*Picking the right marketing channels*Marketing channel statistical analysis*Developing marketing metrics | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (Self-Study) (25SS-0211)25SS-0211 | *Timely coverage of breaking tax legislation*Comprehensive coverage of the Inflation Reduction Act of 2022 and SECURE Act 2.0*A tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on recent tax legislation*Hot developments affecting the upcoming tax season*Review of new laws and changes in old forms to provide a familiarity for the upcoming tax season*Key new tax and practice developments and how they impact the current-year tax forms for individuals | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (Self-Study) (25SS-0212)25SS-0212 | *Timely coverage of breaking tax legislation*Comprehensive coverage of the Inflation Reduction Act of 2022 and SECURE Act 2.0*A tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on recent tax legislation*Hot developments affecting the upcoming tax season*Review of new laws and changes in old forms to provide a familiarity for the upcoming tax season*Key new tax and practice developments and how they impact the current-year tax forms for individuals | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Getting Ready for Busy Season: Review Individual Tax Form Changes (Self-Study) (25SS-0213)25SS-0213 | *Major 2024 tax form changes as they relate to individual taxpayers*Key new tax developments as they relate to 2024 and how they impact the 2024 tax forms | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Give Me a Little Credit: Understanding the Yellow Book CPE Requirements (Self-Study) (25SS-0214)25SS-0214 | *Understanding who is and is not subject to the 24-hour and 56-hour Yellow Book CPE requirements*Evaluating whether certain topics and training qualify or do not qualify toward the 24-hour and 56-hour Yellow Book CPE requirements*Recognizing how an audit team member's role affects the Yellow Book CPE requirements that apply | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Going Concern Accounting and Reporting Considerations (Self-Study) (25SS-0215)25SS-0215 | *Current FASB accounting standards related to going concern, including the new requirements of ASU 2014-15 *Evaluating risk of material misstatement in financial reports related to improper presentation and disclosure of going concern uncertainty *The responsibility of an independent accountant for evaluating going concern uncertainty under various levels of engagement to perform attest and nonattest services *New requirements of SAS No. 132 and SSARS No. 24 related to an auditor's responsibility for considering going concern uncertainty? | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Going Concern Considerations in the COVID-19 Environment (Self-Study) (25SS-0216)25SS-0216 | *FASB guidance in ASC 205-40 regarding required disclosures when substantial doubt about an entity's ability to continue as a going concern exists*Sample disclosures under ASC 205-40*Accountant's reporting considerations when substantial doubt exists | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Going Out on Your Own: Entity Types and Accounting Methods (Self-Study) (25SS-0217)25SS-0217 | *Financial planning pyramid*What to consider when picking an entity*Single member LLC vs. sole proprietorship*Corporations -- S vs. C*Double taxation | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Goodwill Impairment Basics (Self-Study) (25SS-0218)25SS-0218 | *Goodwill impairment testing*FASB accounting and reporting requirements related to goodwill*ASC Topic 350-20*Goodwill disclosure requirements | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Goodwill Impairment: An Essential Guide (Self-Study) (25SS-0219)25SS-0219 | *Initial recognition of goodwill*Subsequent measurement requirements including the accounting alternative allowed for certain eligible entities*Disclosure requirements for goodwill | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Government and Nonprofit Frauds and Controls to Stop Them (Self-Study) (25SS-0220)25SS-0220 | *Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds*Consider and develop controls to stop fraud*Tailor controls to the size and fit of the government or nonprofit | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Government and Nonprofit Frauds and Controls to Stop Them (Self-Study) (25SS-0221)25SS-0221 | *Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds*Consider and develop controls to stop fraud*Tailor controls to the size and fit of the government or nonprofit | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Guide and Update to Compilations, Reviews and Preparations (Self-Study) (25SS-0222)25SS-0222 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*Sample comprehensive engagement work programs for preparation, compilation, and review engagements | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Guide and Update to Compilations, Reviews and Preparations (Self-Study) (25SS-0223)25SS-0223 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*Sample comprehensive engagement work programs for preparation, compilation, and review engagements | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Guide to Calculating S Corporation Shareholder Stock and Loan Basis (Self-Study) (25SS-0224)25SS-0224 | *Introduction to Form 7203*Introduction to the calculation of stock basis*Introduction to the calculation of loan basis*Taxable and nontaxable S Corporation distributions to shareholders*The election to reduce basis by deductible losses and expenses before reducing basis by nondeductible expenses | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Guide to Partner Capital Account Reporting (Self-Study) (25SS-0225)25SS-0225 | *How a partner's outside basis and capital account differ*Reconciling Schedule M-2 Form 1065 with Partnership K-1 Schedule L*IRS requirement to report partner tax basis on the transactional approach*Implications if a capital account is negative*Deficit restoration accounts and qualified income offsets*Modified outside basis method and modified previously taxed capital method*Determining a partner's beginning capital account*Beginning capital account for partnerships and partners consistently reporting on the tax basis*The two types of adjustments under 754 and how 743 and 734 require different capital account presentations | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Guide to Payroll Taxes and 1099 Issues (Self-Study) (25SS-0226)25SS-0226 | *Statutory employees, independent contractors, and possible changes to Section 530 relief*Using SS-8*Payroll Tax Penalties-- Who is a responsible person?*Forms W-2, 1099, 1099-NEC, SS-8, W-4, 941, and Form 940 reporting/deposit requirements and due dates*Understanding payroll tax responsibilities in the gig economy | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Guide to Payroll Taxes and 1099 Issues (Self-Study) (25SS-0227)25SS-0227 | *Statutory employees, independent contractors, and possible changes to Section 530 relief*Using SS-8*Payroll Tax Penalties-- Who is a responsible person?*Forms W-2, 1099, 1099-NEC, SS-8, W-4, 941, and Form 940 reporting/deposit requirements and due dates*Understanding payroll tax responsibilities in the gig economy | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Guide to the AICPA Quality Management Standards (Self-Study) (25SS-0228)25SS-0228 | *Quality management standards*SSARS No. 26*SAS 146*Risk assessment and risk-based approaches to quality management*Audit engagement leadership*Managing technology and the use of external service providers | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Guide to the Topic 606 Revenue Recognition Model for All CPAs (Self-Study) (25SS-0230)25SS-0230 | *Topic 606, Revenue from Contracts with Customers, including recently issued ASUs impacting Topic 606*The FASB's new five-step revenue recognition model, including hands-on examples and illustrations of the new guidance*Presentation and disclosure requirements*Accounting considerations related to COVID-19-driven changes to revenue recognition processes*Lessons learned and best practices for improving business processes related to revenue recognition going forward | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Guide to the Topic 606 Revenue Recognition Model for All CPAs (Self-Study) (25SS-0231)25SS-0231 | *Topic 606, Revenue from Contracts with Customers, including recently issued ASUs impacting Topic 606*The FASB's new five-step revenue recognition model, including hands-on examples and illustrations of the new guidance*Presentation and disclosure requirements*Accounting considerations related to COVID-19-driven changes to revenue recognition processes*Lessons learned and best practices for improving business processes related to revenue recognition going forward | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Guide to Understanding the At‑Risk Basis Rules and Forms 6198 and 7203 (Self-Study) (25SS-0232)25SS-0232 | *Basis and at-risk basis *How to calculate the amount of annual at-risk basis *Forms 6198 and 7203*When activities may be aggregated for at-risk purposes *Qualified nonrecourse financing | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Handbook for Mastering Basis, Distributions and Loss Limitation Issues for S Corporations, LLCs and Partnerships (Self-Study) (25SS-0233)25SS-0233 | *Timely coverage of breaking tax legislation*Applicable coverage of any basis considerations within any recent tax legislation*Passthrough basis calculations required as attachments to certain individual returns*Executor's form for disclosing basis in certain distributed property; what about the basis of a property distribution from a trust?*How Section 179 limitations affect basis and how tax-benefit rule is applied*Basis implications of personal assets converted to business use*How to calculate basis of inherited qualified and joint tenancy property*Tax basis capital account reporting requirements*S Corporations: Beware of final IRS regulations regarding "open debt"; determine how to calculate basis; worksheets are included; understand the effect of stock basis and debt basis and IRS's recent focus on "at-risk basis" for shareholders; recognize how AAA applies or doesn't apply to S Corporations; learn to apply the complex basis ordering rules and special elections that can have a big tax result; discuss loss limitation rules in depth; when you can have a taxable dividend in an S Corporation; understand distributions of cash and property; understand the post-termination transition rules, and temporary post-termination rules for eligible corporations, which will be important for S Corps returning to C Corps*LLCs and partnerships: Learn the detailed rules of Section 704 for preventing the shifting of tax consequences among partners or members; learn to calculate basis under Section 704 & for "at-risk" under Section 465; recognize how recourse, nonrecourse, and qualified nonrecourse debt can create significantly different tax results; learn the difference between basis and "at-risk basis"; review Section 754 step-up in basis rules; the economic effect equivalence test or "dumb-but-lucky" rule; learn to apply the complex rules of distribution of cash vs. property, and the basis treatment of charitable contributions and foreign taxes paid | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Handbook for Mastering Basis, Distributions and Loss Limitation Issues for S Corporations, LLCs and Partnerships (Self-Study) (25SS-0234)25SS-0234 | *Timely coverage of breaking tax legislation*Applicable coverage of any basis considerations within any recent tax legislation*Passthrough basis calculations required as attachments to certain individual returns*Executor's form for disclosing basis in certain distributed property; what about the basis of a property distribution from a trust?*How Section 179 limitations affect basis and how tax-benefit rule is applied*Basis implications of personal assets converted to business use*How to calculate basis of inherited qualified and joint tenancy property*Tax basis capital account reporting requirements*S Corporations: Beware of final IRS regulations regarding "open debt"; determine how to calculate basis; worksheets are included; understand the effect of stock basis and debt basis and IRS's recent focus on "at-risk basis" for shareholders; recognize how AAA applies or doesn't apply to S Corporations; learn to apply the complex basis ordering rules and special elections that can have a big tax result; discuss loss limitation rules in depth; when you can have a taxable dividend in an S Corporation; understand distributions of cash and property; understand the post-termination transition rules, and temporary post-termination rules for eligible corporations, which will be important for S Corps returning to C Corps*LLCs and partnerships: Learn the detailed rules of Section 704 for preventing the shifting of tax consequences among partners or members; learn to calculate basis under Section 704 & for "at-risk" under Section 465; recognize how recourse, nonrecourse, and qualified nonrecourse debt can create significantly different tax results; learn the difference between basis and "at-risk basis"; review Section 754 step-up in basis rules; the economic effect equivalence test or "dumb-but-lucky" rule; learn to apply the complex rules of distribution of cash vs. property, and the basis treatment of charitable contributions and foreign taxes paid | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's HIPAA: What Accountants and Other Practitioners Need to Know (Self-Study) (25SS-0235)25SS-0235 | *A basic overview of the requirements imposed by HIPAA on professionals*What businesses and individuals are subject to HIPAA*Best practices for HIPAA compliance*Issues unique to accounting and finance professionals concerning HIPAA*Recognize common areas of liability under HIPAA | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Hiring and Firing of Employees: What You Can and Cannot Do (Self-Study) (25SS-0236)25SS-0236 | *Employment at will--what this means in a practical sense*Implied employment contracts *What a prospective employer can ask about, and test for, during employment interviews *Federal anti-discrimination rules applicable to hiring and firing *How to fire an employee and not get sued | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Hot IRS Tax Examination Issues for Individuals and Businesses (Self-Study) (25SS-0237)25SS-0237 | *Prepare now and protect yourself from new audit examinations*What to do when there is tax-related identity theft*Understanding substantiation requirements for travel, charitable contributions, vehicles, meals, virtual currency considerations, and tax-related identity theft*Gaining an in-depth understanding of IRS hot examination issues including passive loss rules, real estate professional status, and the Section 199A provisions as they pertain to rental real estate*Identify how the IRS holds persons other than an employer liable for unpaid payroll taxes, a.k.a., the trust fund recovery penalty*Understanding IRS Audit Techniques Guides and Compliance Campaigns*Recognizing the 30-day letter and the 90-day letter, including what the taxpayer's responsibilities are | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Hot Topics Related to ASC 606 (Self-Study) (25SS-0238)25SS-0238 | *New and proposed FASB ASUs related to ASC 606*ASC 606 disclosure requirements and examples for non-public business entities*Impact of applying ASC 606 due to COVID-19 | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's How Can I Spot Fraud? A Review of Fraud Detection and Prevention Techniques (Self-Study) (25SS-0239)25SS-0239 | *Common fraud prevention strategies*Common fraud detection methods | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's How Not-for-Profits Account for Grants and Contracts Under ASU No. 2018-08 (Self-Study) (25SS-0240)25SS-0240 | *Evaluating whether transactions should be accounted for as contributions or as exchange transactions*Determining whether a contribution is conditional or unconditional*Become comfortable with the new barrier and right of return/right of release terminology | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's How to Account for Internal-Use Software Arrangements (Self-Study) (25SS-0242)25SS-0242 | *Development costs that should and should not be capitalized*How these costs are amortized and how they are tested for impairment*Presentation and disclosure requirements | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's How to Effectively Represent Clients Under IRS Audit (Self-Study) (25SS-0243)25SS-0243 | *Why the IRS selects a tax return for audit*What happens when the taxpayer disagrees with the results of the audit *IRS employees who interact with taxpayers during an audit*FATCA audits*Types of IRS examinations*Potential IRS audit outcomes *Substitute for returns *Large Partnership Compliance Program*IRS's shift in audit strategies*Responding to IRS Notices online*Audits of high income and high net-worth individuals*The Bipartisan Budget Act of 2015 (BBA) and its impact on auditing partnerships*IRS Letters of Concern | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's How to Settle a Client's Estate (Self-Study) (25SS-0244)25SS-0244 | *Issues involved when settling an estate -- marshaling of assets, payment of creditors, & distribution and accounting to beneficiaries*Explaining the needs and limitations of durable powers of attorney, health care directives, and living wills*Why a will is probated, and on what grounds it may be challenged*Comprehensive checklists on how to read a will, duties of an executor and trustee, and much more*Identification and report of estate assets*What to do and what not to do as a fiduciary, executor, or trustee -- duty of care, investment, informing, payment of debts and taxes, & defending a will contest*How executors and trustees interact with beneficiaries*Elective shares, and when a spouse might make that choice*What a trustee needs to know about incompetents and minors*Rights of creditors, third parties, and beneficiaries*Key issues in transferring property to a trust and from a trust or estate to a beneficiary*Identifying income, estate, and inheritance taxes*Fiduciary accounting -- principal and income concepts*An introduction to drafting an account, and why it is relevant*Administration of revocable trusts*Estate basis reporting | |
| Self-Study | | Downloadable PDF | 10 CPE (10 tech, 0 non-tech) | |
| Surgent's How to Settle an Estate: An Overview (Self-Study) (25SS-0245)25SS-0245 | *Process of estate administration, including the basics of creating the estate, the role of the executor, and how to probate a will*Steps to take immediately upon the death of the decedent and the importance of inventorying the estate assets*Problems associated with the distribution of estate assets*Utilizing family settlement agreements | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's IA Module 1: Gateway to Excellence in Internal Auditing: A Vital Introduction and Orientation to the Profession (Self-Study) (25SS-0246)25SS-0246 | *Introduction to the Internal Audit Profession*Institute of Internal Auditors (IIA) Overview *International Professional Practices Framework (IPPF) *The Vital Mission of Internal Auditing*Essential Internal Audit Guidance / Standards Primer | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's IA Module 2: Strategic Roles, Positioning and Attributes of High Impact Audit Groups (Self-Study) (25SS-0247)25SS-0247 | *Independence / objectivity and the internal audit function*Internal audit organizational reporting structure(s)*Major roles and responsibilities of the internal audit activity and its members *Effective oversight of the internal audit group*Clarity and alignment of internal audit organizational governance/ documentation and messaging (including its charter, reporting lines/ structure, and policies/ procedures) *Required knowledge, skills, and competencies of a high-quality internal audit group*Orientation and ongoing training / development needs of internal auditors (at all levels) | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's IA Module 3: Critical Knowledge Foundations for Internal Auditors: Governance, Risk Management and Control (GRC) (Self-Study) (25SS-0248)25SS-0248 | *Governance, Risk Management, and Compliance/Control (GRC) -- Internal Auditor's positioning, roles, and responsibilities *IIA GRC guidance overview*COSO (Committee of Sponsoring Organizations) history, guidance, and frameworks overviews*Critical knowledge foundations and fundamentals: Governance; Risk Management/Enterprise Risk Management (ERM); Internal Control; Compliance; Fraud Deterrence/Fraud Risk Management*IT/Cyber security risks/controls*Effective GRC coverage related alignment/integration opportunities and strategies for IAs*Industry specific guidance/ considerations | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's IA Module 4: Maximizing Internal Audit (IA) Value, Coverage, Assurance and Reliance (Self-Study) (25SS-0249)25SS-0249 | *IAs' unique and vital value-adding propositions*SOX (Sarbanes Oxley Act) impact on the (Internal and External) auditing profession*Key IA assurance coverage roles and responsibilities regarding:-Strategic and entity-level controls and objectives-Internal Control over Financial Reporting (ICFR)-Operations efficiency and effectiveness-Compliance with laws and regulations*Optimizing Internal/External Audit (and other Independent Assurance Activities) coordination and reliance (for SOX and non-SOX engagements): Maximizing assurance coverage efficiencies and effectiveness*Achieving excellence in stakeholder servicing and value adding | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's IA Module 5: Internal Audit (IA) Risk Assessment and Planning (Self-Study) (25SS-0250)25SS-0250 | *IA program foundation(s): IA risk assessment and planning *IA Risk Assessment and Planning Standards review*Enterprise (macro) level internal audit risk assessment and planning including entity level/ wide audit scope, frequency and objectives determinations*Process and engagement (micro) level risk assessment and planning, including the alignment and integration with enterprise risk assessment, planning and engagement level scope and objectives determinations*Engagement level scope and objectives determinations*Internal control design and documentation fundamentals*Audit program development and updating | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's IA Module 6: Internal Audit (IA) Fieldwork Fundamentals and Documentation Essentials (Self-Study) (25SS-0251)25SS-0251 | *Types and nature of fieldwork *Technical skills development *Compliance testing of internal controls *Substantive testing of accounts/balances *IT/Cyber Security control reviews/testing *Audit sampling fundamentals: Statistical/Non-Statistical *Audit evidence and evidence gathering techniques *Analytical/problem-solving skills development: Identification and analysis of control deficiencies/issues *Time management, organization, and communication skills development *Workpaper preparation and documentation basics, including best practice techniques, and workpaper self-review | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's IA Module 7: Internal Audit (IA) Engagement Management and Administration (Self-Study) (25SS-0252)25SS-0252 | *IA activity and engagement level management overview*The fundamentals of highly effective IA engagement management *Engagement planning, supervision, administration, and monitoring*Time and resource management, including scheduling, budgeting, status updating, tracking and follow up*Audit reporting and report writing*Engagement team and stakeholder/partner communications, meetings, and relationship dynamics and development | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's IA Module 8: The Internal Audit (IA) Activity Quality/Excellence Continuum! (Self-Study) (25SS-0253)25SS-0253 | *Defining "Quality" and "Excellence" for an IA activity: your "Defining Moments"!*Quality Assurance and Improvement Program (QAIP): an overview*QAIP Standards review*Requirements of the QAIP: Internal/External Assessments*Moving beyond standards compliance to highest-level quality and impact internal auditing*It's all about stakeholders and maximizing stakeholder value*Advanced skills/leadership development for Internal Auditors*The IA "Success Quadrant" and Never-Ending Quality/Excellence Continuum | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Implementing Subscription Pricing to Your Practice (Self-Study) (25SS-0254)25SS-0254 | *The basics of subscription pricing*Pricing strategies, with an eye toward a modern model for your business*How to implement subscription pricing*The need to look back and assess the financial impact of the implementation*How to manage customer retention*The optimum subscription pricing for your business | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Implementing the New Risk Assessment Standard (Self-Study) (25SS-0255)25SS-0255 | *The performance of risk assessment procedures to attain the knowledge needed to assess risk*How the auditor identifies and assesses the risks of material misstatement*The new "stand-back" requirements related to risk assessment | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Improve Design and Productivity with Excel Tables (Self-Study) (25SS-0256)25SS-0256 | *What are Excel tables are and why are they important?*How to create Excel Tables from scratch*The art of sorting and filtering data within Excel tables to quickly identify patterns, trends, and outliers*How Excel tables use structured reference formulas to create accurate calculations*How Excel tables increase spreadsheet creation productivity | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Improve Spreadsheets by Building Controls in Excel (Self-Study) (25SS-0257)25SS-0257 | *Best practices when designing spreadsheets *Creating a proper worksheet structure*Using Excel's built-in features to find errors*Creating custom controls to prevent and find errors*Using links to quickly move to controls*Using conditional formatting to highlight errors | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Improving Your Profits: Identifying Cost Cutting Opportunities (Self-Study) (25SS-0258)25SS-0258 | *What keeps companies from becoming streamlined?*Behavioral biases*Information processing biases*Emotional biases*How to deal with behavioral biases*Connecting behavioral biases to cost cutting*Creating a culture of cost cutting*Rules of thumb for cost cutting*Managing headcount*Post-COVID common areas of excess cost*Budgeting techniques*Budget variances*Benchmarking*Common size financial statements*Horizontal analysis*Negotiation and contracting techniques*Cash flow and the business cycle | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Increase Success by Understanding People (Self-Study) (25SS-0259)25SS-0259 | *How to analyze others through simple observation*A proven model to understand and predict behavior*Why assertiveness is neither good nor bad*What behaviors to expect from different personality types*Why do I act like I do?*Correcting employee issues in a new and better way | |
| Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | |
| Surgent's Increase the Efficiency of Your Organization (Self-Study) (25SS-0260)25SS-0260 | *Proven ways to measure costs in relation to objectives*Develop methods to measure company and department objectives*Use ratios to measure and improve efficiency*Develop an incentive system that rewards efficiency | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Individual and Financial Planning Tax Camp (Self-Study) (25SS-0261)25SS-0261 | *Comprehensive coverage of the SECURE Act 2.0*Understanding the environment: what's new, what's expired or expiring, and what's likely to change*Reading a tax return for developing client-specific tax strategies*Changes to the lifetime estate tax exemption in light of proposed regulations*The net investment income tax: planning for compliance*Family income-splitting strategies that need to be considered*Income tax issues: impact on timing of other income*Selling a principal residence*Two principal residences at the same time*Use of life insurance to protect families: Whole Life Insurance, Term Life Insurance, Universal Life Insurance, and Variable Life Insurance*Using Roth IRAs and Roth contribution programs to best advantage*Conversions: do they still make sense?*Taking distributions: matching timing to client requirements*Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed*Social Security solvency issues*Incentive Stock Options and Employee Stock Purchase Plan considerations*What to do about itemized deductions*Trans-generational planning: conversions, income, and gain-splitting*Tax benefits of HSAs and other tax-advantaged accounts*Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future*Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement*Best financial planning ideas for young people | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Individual and Financial Planning Tax Camp (Self-Study) (25SS-0262)25SS-0262 | *Comprehensive coverage of the SECURE Act 2.0*Understanding the environment: what's new, what's expired or expiring, and what's likely to change*Reading a tax return for developing client-specific tax strategies*Changes to the lifetime estate tax exemption in light of proposed regulations*The net investment income tax: planning for compliance*Family income-splitting strategies that need to be considered*Income tax issues: impact on timing of other income*Selling a principal residence*Two principal residences at the same time*Use of life insurance to protect families: Whole Life Insurance, Term Life Insurance, Universal Life Insurance, and Variable Life Insurance*Using Roth IRAs and Roth contribution programs to best advantage*Conversions: do they still make sense?*Taking distributions: matching timing to client requirements*Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed*Social Security solvency issues*Incentive Stock Options and Employee Stock Purchase Plan considerations*What to do about itemized deductions*Trans-generational planning: conversions, income, and gain-splitting*Tax benefits of HSAs and other tax-advantaged accounts*Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future*Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement*Best financial planning ideas for young people | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Individual Income Tax Fundamentals (Self-Study) (25SS-0263)25SS-0263 | *Effects of recent legislation, including the recently enacted Inflation Reduction Act and the SECURE Act 2.0*The Qualified Business Income deduction*Filing information, filing status, personal exemptions, dependents, the standard deduction, etc.*Wages and salaries*Interest income, dividend income, mutual funds, Social Security*Figuring tax*Basic income tax preparation, Form 1040 and Schedules 1 - 3*Capital gains and losses*Medical and dental expenses, charitable contributions*IRA contributions and distributions*Distributions from qualified retirement plans, pensions, and annuities*Profit and loss from business or profession and self-employment tax*Depreciation*Rental income and expenses*Preparation of Schedules A, B, C, D, E, and Forms 4562, 4797, and more | |
| Self-Study | | Downloadable PDF | 20 CPE (20 tech, 0 non-tech) | |
| Surgent's Individual Income Tax Return Preparation for the Non-Credentialed Tax Preparer (Self-Study) (25SS-0264)25SS-0264 | *Effects of recent legislation, including the recently enacted Inflation Reduction Act and the SECURE Act 2.0*Filing information, filing status, personal exemptions, dependents, the standard deduction, etc.*Dependents and income*Wages and salaries*Credits, withholding, estimated tax, and basic return preparation*Capital gains and losses*Itemized deductions | |
| Self-Study | | Downloadable PDF | 10 CPE (10 tech, 0 non-tech) | |
| Surgent's Individual Income Tax Update (Self-Study) (25SS-0265)25SS-0265 | *Timely coverage of breaking tax legislation*Form 1099-K reporting requirements*FinCEN reporting requirements under the Corporate Transparency Act in 2024, including recently updated FAQs*Donor Advised Funds - IRS Proposed Regulations and Tax Planning*Recent Employee Retention Tax Credit updates, including the limited-time reopening of the Voluntary Disclosure Program*New Form 1099-DA*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Individual Tax Planning Ideas (Self-Study) (25SS-0266)25SS-0266 | *Comprehensive coverage of the SECURE Act 2.0*Retirement planning in light of IRA and RMD changes*Review of pertinent changes from recent legislation*Reading a tax return for developing client-specific tax strategies*Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future*Compensation and fringe benefit issues*Identify clients with net investment income tax problems and the potential ways to reduce or eliminate them*All in the family: Tax tactics for spouses, children, and parents*Understanding the environment: what's new, what's expired or expiring, and what's likely to change | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Innovative Forecasting and Budgeting: Moving Beyond the Traditional Techniques (Self-Study) (25SS-0267)25SS-0267 | *Building change into the planning process*Sales/income plan *Intermediate planning *Technology plan *Capital equipment planning *One-year operating plan *Monthly planning *Cash plan *Risk plan | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Integrated Planning, Forecasting and Budgeting for Organizational Success (Self-Study) (25SS-0268)25SS-0268 | *The keys that develop a plan into an actionable document*The major difference between planning and budgeting*Strategic planning*The business plan*The people plan*The marketing plan*Capital and technology plans | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Integrated Planning, Forecasting and Budgeting for Organizational Success (Self-Study) (25SS-0269)25SS-0269 | *The keys that develop a plan into an actionable document*The major difference between planning and budgeting*Strategic planning*The business plan*The people plan*The marketing plan*Capital and technology plans | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Internal Controls and COSO in a Post-COVID Landscape (Self-Study) (25SS-0270)25SS-0270 | *ACFE's Occupational Fraud 2022:AReport to the Nations and the most commonly found controls in fraud victim organizations*Internal controls in relation to COSO principles*How to employ controls to cut losses*How to modify controls in the post-COVID era*Remote work circumstances and considerations | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Internal Controls, COSO and COVID-19 (Self-Study) (25SS-0271)25SS-0271 | *ACFE's Report to the Nations and the most commonly found controls in fraud victim organizations*Internal controls in relation to COSO principles*How to employ controls to cut losses*How to modify controls in the post-COVID era*The potential impact of increased enforcement of laws and regulations to replenish government coffers*Remote work circumstances and considerations | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's International Tax Challenges and Opportunities for U.S. Filers (Self-Study) (25SS-0272)25SS-0272 | *Residency status for U.S. federal income tax purposes*Key provisions of U.S. income tax treaties*Overview of the taxation of income from foreign entities*Understanding Foreign Tax Credit*Identifying foreign-source and U.S.-source income *Foreign earned income and housing exclusion*Foreign informational form filing requirements | |
| Self-Study | | On-Demand | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Introduction to Forensic Accounting (Self-Study) (25SS-0273)25SS-0273 | *Review of the different aspects of forensic accounting*The civil litigation process as it relates to forensic accounting*Litigation services provided by forensic accountants*Fraud detection and prevention*Various types of fraud*Training and certifications in forensic accounting*Forensic accounting in bankruptcy proceedings*Forensic accounting in family law proceedings*Calculating damages for use in litigation*Valuations*Ethical issues pertinent to forensic accounting | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Introduction to the Audit Process and Risk Assessment (Self-Study) (25SS-0274)25SS-0274 | *History of the financial statement audit*Objective of a financial statement audit*Audit Process and Linkage*Management and the Auditor's Responsibilities*Evaluating Audit Risk*Risk Assessment Process*Risk Assessment Procedures *Documentation | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's IRS Tax Examinations and Hot Issues (Self-Study) (25SS-0275)25SS-0275 | *Criteria that the IRS uses to select returns for examination*Substantiation requirements for travel, charitable contributions, vehicles, meals, virtual currency considerations and tax-related identity theft*Understanding worker classification determinations on who is an employee and who is an independent contractor*Distinguishing S Corporation officer's reasonable compensation issues*How the IRS holds persons other than an employer liable for unpaid payroll taxes, a.k.a., the trust fund recovery penalty*Tax-related identity theft procedures | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's IRS Tax Examinations and Hot Issues (Self-Study) (25SS-0276)25SS-0276 | *Criteria that the IRS uses to select returns for examination*Substantiation requirements for travel, charitable contributions, vehicles, meals, virtual currency considerations and tax-related identity theft*Understanding worker classification determinations on who is an employee and who is an independent contractor*Distinguishing S Corporation officer's reasonable compensation issues*How the IRS holds persons other than an employer liable for unpaid payroll taxes, a.k.a., the trust fund recovery penalty*Tax-related identity theft procedures | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Key Partnership and S Corporation Tax Planning Strategies (Self-Study) (25SS-0277)25SS-0277 | *Timely coverage of breaking tax legislation*Tax consequences of retiring partners seeking liquidating distributions/redemptions and S Corporation shareholders seeking the redemption of their shares*At-risk and passive activity loss considerations*Basis planning*Related party transactions: making them work*Income splitting and shifting with family can create considerable benefits*Sale of ownership interest and NIIT considerations | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Key Partnership and S Corporation Tax Planning Strategies (Self-Study) (25SS-0278)25SS-0278 | *Timely coverage of breaking tax legislation*Tax consequences of retiring partners seeking liquidating distributions/redemptions and S Corporation shareholders seeking the redemption of their shares*At-risk and passive activity loss considerations*Basis planning*Related party transactions: making them work*Income splitting and shifting with family can create considerable benefits*Sale of ownership interest and NIIT considerations | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing (Self-Study) (25SS-0279)25SS-0279 | *Developing issues related to Yellow Book audits and single audits*Key AICPA developments affecting audits of governments and nonprofits (including SAS No. 145 on risk assessment)*Recent GASB activities directed toward state and local governments (e.g., the implementation of GASB Nos. 100 and 101, and additional GASB projects)*Lessons learned by nonprofits (and lessons remaining) from the implementation of FASB ASC 842, Leases and ASU No. 2020-07 related to contributions of nonfinancial assets*Other issues related to nonprofits | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing (Self-Study) (25SS-0280)25SS-0280 | *Developing issues related to Yellow Book audits and single audits*Key AICPA developments affecting audits of governments and nonprofits (including SAS No. 145 on risk assessment)*Recent GASB activities directed toward state and local governments (e.g., the implementation of GASB Nos. 100 and 101, and additional GASB projects)*Lessons learned by nonprofits (and lessons remaining) from the implementation of FASB ASC 842, Leases and ASU No. 2020-07 related to contributions of nonfinancial assets*Other issues related to nonprofits | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Latest Developments in Governmental Accounting and Auditing (Self-Study) (25SS-0281)25SS-0281 | *Developing issues related to performing Yellow Book audits and single audits
*Key AICPA developments affecting audits of governments, including SAS No. 145 on risk assessment
*The 2024 implementation of GASB No. 100 on accounting changes and error corrections
*The end of 2024 application of GASB No. 101 addressing compensated absences
*Additional recently issued GASB standards and projects | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Latest Developments in Nonprofit Accounting and Auditing (Self-Study) (25SS-0282)25SS-0282 | *Developing issues related to the 2024 Yellow Book revision and the 2024 revision to the Uniform Guidance for Federal Awards
*Key AICPA developments affecting audits of nonprofits (including SAS No. 146 on quality management)
*Key issues related to not-for-profit financial reporting (e.g., presenting a measure of operations, various disclosures, etc.)
*Key challenges encountered in not-for-profit accounting (e.g., conditional contributions, restricted contributions, contributed services, membership dues, noncash contributions, etc.) | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Lease Accounting: Exploring the New Standard (Self-Study) (25SS-0283)25SS-0283 | *Leases (Topic 842)
*Overall lease accounting guidance
*Lessor Accounting 101
*Lessee Accounting 101
*Detailed review of accounting by lessees
*Sale and leaseback transactions
*Transition guidance
*Recently released ASUs impacting Topic 842 | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Lease Accounting: The Impact of Changing Standards on Both Lessors and Lessees (Self-Study) (25SS-0284)25SS-0284 | *Outcomes of the recent FASB and IASB Joint Project related to Leases*Differentiating between accounting and reporting requirements for operating and finance leases*Evaluating possible material misstatement related to lease recognition, measurement, presentation and disclosure | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Lessons Learned From Recent Accounting Malpractice Actions (Self-Study) (25SS-0285)25SS-0285 | *Common instances of accounting malpractice *Current claim trends*Frequent defenses to claims*Statute of limitations*Damages*Claims by practice area | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 1 Ethics |
| Surgent's Lessons Learned from Successful Companies (Self-Study) (25SS-0286)25SS-0286 | *Creating a visionary company*Traits of successful, visionary companies *Goal setting to create a successful organization*The role of experimentation and failure in achieving success*How successful organizations emphasize learning new skills*The role of effective communication in achieving corporate success*The importance of emotional intelligence in building corporate culture*How leadership can direct a company toward success | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Lessons Learned: What a $53 Million Fraud Can Teach Us (Self-Study) (25SS-0287)25SS-0287 | *Background of the Dixon, IL fraud case*Internal control weaknesses related to the $53 million fraud*Lessons learned from this case | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Leverage PowerBI.com to Create Data Analysis for Others (Self-Study) (25SS-0288)25SS-0288 | *An in-depth walkthrough of the PowerBI.com environment, focusing on user interface elements, navigation, and customization*Fundamental concepts of PowerBI.com, including its architecture, data handling capabilities, and integration features*Techniques for connecting various data sources to PowerBI.com, ensuring seamless data integration and synchronization*Creating impactful visualizations and assembling informative dashboards to present data compellingly*The interactive Q&A feature to derive insights through natural language queries*Best practices for sharing data sets, reports, and dashboards with different audiences so they can leverage your data analysis work*How to package reports and dashboards into apps for easy distribution and consumption | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Life After Adoption: Applying Topic 606 to Revenue Contracts on an Ongoing Basis (Self-Study) (25SS-0289)25SS-0289 | *ASC Topic 606, Revenue from Contracts with Customers*The FASB's new five-step revenue recognition model, including hands-on examples and illustrations of the new guidance*Presentation and disclosure requirements and examples*Industry-specific implementation issues and guidance*Best practices, lessons learned and opportunities to improve on the reporting of revenue under Topic 606 going forward*Accounting considerations related to COVID-19-driven changes to revenue recognition processes | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Life After Adoption: Applying Topic 606 to Revenue Contracts on an Ongoing Basis (Self-Study) (25SS-0290)25SS-0290 | *ASC Topic 606, Revenue from Contracts with Customers*The FASB's new five-step revenue recognition model, including hands-on examples and illustrations of the new guidance*Presentation and disclosure requirements and examples*Industry-specific implementation issues and guidance*Best practices, lessons learned and opportunities to improve on the reporting of revenue under Topic 606 going forward*Accounting considerations related to COVID-19-driven changes to revenue recognition processes | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Limited Liability Companies: Losses, Liquidations, Terminations, Continuations and Sales (Self-Study) (25SS-0291)25SS-0291 | *When are distributions taxable? *Miscellaneous issues, including the critical difference between Section 736(a) and Section 736(b) payments*Sales of an LLC interest -- holding period and hot asset issues | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Liquidation of Flow-Through Entities for LLCs and Partnerships (Self-Study) (25SS-0292)25SS-0292 | *Tax rules governing liquidation of a partnership or S Corporation*Tax treatment of the shareholder/partner/member receiving a liquidating distribution in an S Corporation liquidation/partnership liquidation*Tax impact on the pass-through entity when the entity is liquidated*Receipt of corporate liabilities in an S Corporation distribution*Proportionate, liquidating partnership distributions to partners, and gains and losses to a partner on a liquidating partnership distribution*Tax issues associated with a partnership distribution of noncash properties in a liquidation*Compliance requirements on the occasion of a liquidation of a corporation or a partnership | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Management Fundamentals (Self-Study) (25SS-0294)25SS-0294 | *What it takes to be effective as a manager*Exploring the challenges that get in the way*Looking at the driving forces that have evolved how managers engage with employees today*Motivating employees of multiple generations*Twelve practices that can be adopted to influence employees to become more engaged*Identifying what it takes to develop employees*Delegation and accountability | |
| Self-Study | | On-Demand | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Management's Discussion and Analysis: What You Need to Know (Self-Study) (25SS-0295)25SS-0295 | *The overall importance of the rules and regulations with respect to the Management's Discussion and Analysis (MD&A) section of an entity's consolidated financial statements filed with the U.S. Securities and Exchange Commission (SEC)*An overview of the SEC requirements in this area*Best practices offered by the SEC*Comment letter examples pertaining to this area | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Marijuana: A Generalized Business Viewpoint (Self-Study) (25SS-0296)25SS-0296 | *An overview of current state and federal laws governing marijuana*A review of state boards of accountancy regarding marijuana*How some financial professionals are capitalizing on the marijuana industry*Providing auditing and tax services within the marijuana industry*How accountants and other financial professionals can manage risk within this industry*IRC Section 280E's prohibition of deductions involving controlled substances*A summary of various state taxation laws on marijuana*Ethical issues for accountants who work in the marijuana industry*Relevant banking regulations*Growth projections | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Mastering Accounting for Income Taxes (Self-Study) (25SS-0297)25SS-0297 | *The sources of deferred tax assets and liabilities
*Calculating the deferred tax asset or liability
*Reporting income-tax expense and balance sheet items
*CARES Act accounting implications
*Defining, analyzing, and reporting uncertain tax positions
*Classification of deferred tax assets and liabilities
*Disclosure requirements
*Any recent or proposed changes to the accounting and disclosure requirements for income taxes | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Mastering Accounting for Income Taxes (Self-Study) (25SS-0298)25SS-0298 | *The sources of deferred tax assets and liabilities
*Calculating the deferred tax asset or liability
*Reporting income-tax expense and balance sheet items
*CARES Act accounting implications
*Defining, analyzing, and reporting uncertain tax positions
*Classification of deferred tax assets and liabilities
*Disclosure requirements
*Any recent or proposed changes to the accounting and disclosure requirements for income taxes | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Mastering Basis Issues for S Corporations, Partnerships and LLCs (Self-Study) (25SS-0299)25SS-0299 | *Applicable coverage of any basis considerations within any recent tax legislation enacted before the presentation*Discuss new pass-through basis calculations required as attachments to certain individual returns*Excess business losses and NOLs*Tax Basis Capital Account Reporting Requirements*How Section 179 limitations affect basis and how the "tax-benefit" rule is applied*S Corporations: Beware of final IRS regulations regarding "open debt" of S Corporations; understand the effect of stock basis and debt basis and IRS's recent focus on "at-risk basis" for shareholders; recognize how AAA applies or does not apply to certain S Corporations; learn to apply the complex ordering rules and special elections that can have a big tax result; become aware of when you can have a taxable dividend in an S Corporation; understand distributions of cash and property and post-termination transition rules, and temporary post-termination rules for eligible corporations*LLCs and partnerships: Learn the detailed rules of Section 704 for preventing the shifting of tax consequences among partners or members; determine how to calculate basis under both Section 704 and for "at-risk" under Section 465; recognize how recourse, nonrecourse, and qualified nonrecourse debt can create significantly different tax results; review Section 754 step-up in basis rules; and learn how legislation cleans up the basis treatment of charitable contributions and foreign taxes paid | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Mastering Client Management for Accounting and Finance Professionals (Self-Study) (25SS-0300)25SS-0300 | *The evolving landscape of client expectations in the accounting profession*Building strong and lasting client relationships through effective communication, empathy, and proactive service*Implementing efficient client onboarding and engagement processes*Leveraging technology to streamline communication, enhance collaboration, and deliver personalized service*Effectively resolving client concerns and complaints*Utilizing client feedback to continually improve your practice | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Mastering the Basics of Inventory Accounting (Self-Study) (25SS-0301)25SS-0301 | *Elements of inventory cost and full-absorption costing*Valuation methodologies, including LIFO, FIFO, weighted average, and specific identification*Obsolescence reserves*LIFO accounting*Differences between book and tax cost capitalization and related income tax accounting*Retail inventory valuation methodology*Physical inventory observation approaches*Accounting issues related to consigned inventory*Other challenging issues related to inventory accounting | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Mastering the Excel Lookup Functions (Self-Study) (25SS-0302)25SS-0302 | *A review of the various lookup functions, beyond VLOOKUP*Which lookup works best for your situation?*How to apply the many lookup functions*Advanced lookup techniques like nested lookups, approximate matching, and handling errors effectively*An in-depth review of the following functions: VLOOKUP/HLOOKUP, XLOOKUP, MATCH / INDEX, XMATCH, INDIRECT, FILTER, SORT/SORTBY, UNIQUE*An overview of some newer functions | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Max the Tax: Client Retention (Self-Study) (25SS-0303)25SS-0303 | *Importance of client retention*Understanding client needs and expectations through client satisfaction surveys and analyzing client feedback*Developing effective client retention strategies*Fostering client loyalty*Handling client complaints and issues through effective complaint resolution | |
| Self-Study | | Downloadable PDF | 1 CPE (0 tech, 1 non-tech) | |
| Surgent's Max the Tax: Common Deductions (Self-Study) (25SS-0304)25SS-0304 | *Home office deduction *Alimony payments *Charitable contributions*Medical expense deduction*Home mortgage interest deduction*State and local income tax (SALT) deduction*Gambling winnings and losses | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Max the Tax: Crowdfunding (Self-Study) (25SS-0305)25SS-0305 | *How crowdfunding works*The different types of crowdfunding programs*Strategies for building a crowdfunding campaign | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Max the Tax: Crypto Craze (Self-Study) (25SS-0306)25SS-0306 | *Introduction to cryptocurrency and key terms *Chronology of cryptocurrency *Virtual currency taxation *Information on any updated guidance | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Max the Tax: Entity Selection (Self-Study) (25SS-0307)25SS-0307 | *Choice of entity decisions*Client consultation questions regarding entity selection | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Max the Tax: Equity Compensation (Self-Study) (25SS-0308)25SS-0308 | *Stock grants, including Restricted Stock Awards (RSAs), Restricted Stock Units (RSUs), and Performance Share Units (PSUs) *Stock options and rights, including Incentive Stock Options (ISOs), Non-Qualified Stock Options (NQSOs), Stock Appreciation Rights (SARs), and phantom awards*Employee Stock Purchase Plans (ESPPs)*Equity awards and partnerships / S Corporations | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Max the Tax: Metaverse (Self-Study) (25SS-0309)25SS-0309 | *Why accounting and other professionals should use the metaverse *Where accountants and other professionals can find their space in the metaverse *How the metaverse is changing the way we work | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Max the Tax: Schedule C (Self-Study) (25SS-0310)25SS-0310 | *Tips and tricks to prepare the Schedule C*Income and expenses*Tax invoice preparation*Legal invoice*Entertainment invoice*Education invoice | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Max the Tax: Schedule E (Self-Study) (25SS-0311)25SS-0311 | *Business development*Types of properties*Rental property use*Rental expenses*Deductible expenses*Repairs and maintenance*Capitalization of expenses*Depreciation*Accounting methods*Treatment of security deposits | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Max the Tax: Section 754 (Self-Study) (25SS-0312)25SS-0312 | *How and why a partnership makes a 754 election *The effect of the 754 election when an interest in a partnership is sold or inherited *How the 754 election applies when a partnership makes a distribution of property to one or more of its partners *How to make the 754 basis adjustment | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Max the Tax: Tax Impacts on Exit Planning (Self-Study) (25SS-0313)25SS-0313 | *Discussion of capital gain planning*Transaction analysis and reporting*Elements of a tax-free reorganization*Overview of non-federal taxes: state tax implications, estate taxes, gift taxes, generation-skipping taxes, and property taxes | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Maximizing Your Social Security Benefits (Self-Study) (25SS-0314)25SS-0314 | *Retirement benefits: What the amount of benefits is in various circumstances*Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client?*Claiming Social Security: Advantages and disadvantages at ages 62, full retirement age, and 70*Planning: What clients approaching retirement age should consider now with respect to benefits for them, their spouses, and their children*Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later? | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Metrics, Benchmarking and Measurement (Self-Study) (25SS-0315)25SS-0315 | *Using metrics that correctly measure the goals of the organization*How metrics will differ for non-profits and governments*Using metrics to balance cost and benefit*Internal and external benchmarking for comparison*Having a set of balanced metrics | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Microsoft 365: Getting Started with Excel PivotTables and PivotCharts (Self-Study) (25SS-0317)25SS-0317 | *PivotTable button*Recommend PivotTables button*Quick Analysis feature*Summarize as PivotTable button with the Data Model*PivotTable values*PivotTable Design tab*Subtotals and grand totals*PivotTable style*PivotTable Analyze tab*Keyboard shortcuts*Filtering arrows*PivotTable structure using the Fields List*PivotTable using Slicers*A calculated field to a PivotTable using the PivotTable Analyze tab* Value Field Settings using a shortcut menu*PivotChart button to create an embedded PivotChart*Standard Excel charting buttons to create a PivotChart*Keyboard shortcut to create a PivotChart on its own chart sheet*PivotChart and linked PivotTable simultaneously*Chart elements using the Chart Elements button*Chart style and color scheme using the Chart Styles button*Chart layout using the PivotChart Design tab* Individual chart elements using the PivotChart Format tab*PivotChart using the Pivot Field buttons*Chart type and subtype using a shortcut menu*PivotChart fields using the Fields List*Row/column orientation using the PivotChart Design tab | |
| Self-Study | | Downloadable PDF | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Multistate Income Tax Issues (Self-Study) (25SS-0330)25SS-0330 | *Emerging sales tax topics: Elimination of the physical presence standard in determining nexus (Wayfair case); economic nexus for remote sellers; assisting remote sellers in determining a plan of action in states that enforce economic nexus*Emerging compliance issues in the new sales tax economy*Income Tax (and other forms of tax): Economic nexus (taxation without physical presence)*Will states shift away from income tax and increase reliance on sales tax after Wayfair?*Treatment of Tax Cuts and Jobs Act by the states: presence of intangible property; is P.L. 86-272 still valid?*When to consider voluntary compliance even though the laws do not dictate a sales tax responsibility | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Multistate Tax Update (Self-Study) (25SS-0331)25SS-0331 | *The domicile dilemma: Issues for individuals with homes in multiple states; traveling employees; where to withhold?*Emerging sales tax topics: Elimination of the physical presence standard in determining nexus (Wayfair case); economic nexus for remote sellers; assisting remote sellers in determining a plan of action in states that enforce economic nexus*Emerging compliance issues in the new sales tax economy*Income Tax (and other forms of tax): Economic nexus (taxation without physical presence)*Will states shift away from income tax and increase reliance on sales tax after Wayfair?*Treatment of Tax Cuts and Jobs Act by the states: Attributional and agency nexus; presence of intangible property; is P.L. 86-272 still valid?*Income-tax apportionment issues: Prevalence of the single sales factor; determining the type of property being sold; sourcing of income from intangible property and services; sourcing of service income; Market Based versus Cost of Performance*Pass-through problems: Nexus issues for interest owners *Treatment of the 199A deduction for pass through entities by states: Withholding issues; sourcing of income; taxation at the entity level*Practical considerations in dealing with multistate taxation: Dealing with state nexus questionnaires *When to consider voluntary compliance: Responsibility of officers, members, partners, and shareholders; planning ideas and opportunities; updates on pending federal legislation relative to state tax | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Navigating Your Client Through the IRS Appeals Process (Self-Study) (25SS-0332)25SS-0332 | *Preparing a valid Appeals Protest for small case requests when tax, penalties, and interest for each period are $25,000 or less*Writing and filing a Formal Protest, including required information*Alternative Dispute Resolution options available to clients*Negotiation and time limitations*Preparing and submitting a Tax Court petition to preserve a client's rights | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Navigating Your Client Through the IRS Appeals Process (Self-Study) (25SS-0333)25SS-0333 | *Preparing a valid Appeals Protest for small case requests when tax, penalties, and interest for each period are $25,000 or less*Writing and filing a Formal Protest, including required information*Alternative Dispute Resolution options available to clients*Negotiation and time limitations*Preparing and submitting a Tax Court petition to preserve a client's rights | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Non-GAAP Financial Measures: What You Need to Know (Self-Study) (25SS-0334)25SS-0334 | *Comment letter analysis from several Big Four accounting firms*Non-GAAP financial measures*Comments from the SEC and FASB | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Non-GAAP Financial Statement Options: Cash, Modified Cash and Tax Basis (Self-Study) (25SS-0335)25SS-0335 | *An introduction to special purpose frameworks*Authoritative and non-authoritative guidance used to prepare SPF financial statements *Common issues in preparing SPF financial statements *Cash basis and modified cash basis financial statements *Income tax basis financial statements*The AICPA's special purpose framework -- FRF for SMEs | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Nuts and Bolts of Cryptocurrency Taxation (Self-Study) (25SS-0336)25SS-0336 | *What is blockchain technology?*How do you buy crypto?*How do you store crypto?*Use cases of cryptocurrency*Blockchain technology*Use cases of cryptocurrency*Tax overview*How taxes work for cryptocurrency investors*How taxes work for cryptocurrency mining*Taxation of other transactions*Foreign reporting requirements and crypto*How to use a tool like CoinTracker to calculate capital gains and losses*New developments in the space*Tax planning opportunities*Why do accountants need to care? | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Organizational Culture and the Finance Professional (Self-Study) (25SS-0338)25SS-0338 | *The three primary organizational cultures*The best cultural fit for certain types of businesses*How the finance professional affects culture*How to choose the culture you want, and how to get it*Greatest things that affect the culture of an organization | |
| Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | |
| Surgent's Partnership and LLC Core Tax Issues From Formation Through Liquidation (Self-Study) (25SS-0339)25SS-0339 | *Reporting requirements for Schedules K-2 and K-3*Capital account reportingrequirements*Schedule K-1 reporting forSection 743 adjustments*Schedule K-1 reporting forSection 704 gains and losses*Comprehensive case on partnership/partner application of the business interest deduction*Section 704(b) basis versus tax basis for capital accounts*Detailed rules of Section 704 for preventing the shifting of tax consequences among partners or members*Unreasonable uses of the traditional and curative allocation methods*Layers of Section 704(c) allocations*Treatment of recourse versus nonrecourse debt basis*How to calculate basis limitations and the implications on each partner's own tax return*How Section 179 limitations affect partnership/LLC basis*Regulations for handling basis step-ups under Section 754 elections and mandatory adjustments under Section 743 and Section 734 for partnerships that have not made a Section 754 election*Subsequent contributions of property with Section 754 adjusted basis to another partnership or corporation*Capital account adjustments in connection with admission of new members*Special allocations and substantial economic effect*LLCs and self-employment tax to members*Distributions -- current or liquidating, cash or property, and the substituted basis rule*Termination and liquidation of an LLC | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Performing a Compilation Engagement Under AR-C Section 80 (Self-Study) (25SS-0340)25SS-0340 | *Relevant sections of SSARS No. 21, Clarification and Recodification*Updates to SSARS No. 21 guidance due to issuance of SSARS Nos. 22-25*Review of AR-C Section 60 requirements for all SSARS engagements*Detailed guidance on performing compilation engagements under AR-C Section 80 | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Performing a Preparation Engagement Under AR-C Section 70 (Self-Study) (25SS-0341)25SS-0341 | *Relevant sections of SSARS No. 21, Clarification and Recodification*Updates to SSARS No. 21 guidance due to issuance of SSARS Nos. 22-25*Review of AR-C Section 60 requirements for all SSARS engagements*Detailed guidance on performing preparation engagements under AR-C Section 70 | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Performing Effective Accounting Research (Self-Study) (25SS-0342)25SS-0342 | *Structure of the ASC codification*Content included and not included in the ASC*Other information contained in the codification*Best practices for performing effective and efficient accounting research | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Performing Effective and Efficient Analytical Procedures (Self-Study) (25SS-0343)25SS-0343 | *Preliminary analytical procedures as risk assessment procedures*Performing final analytical procedures to assess the conclusions reached during the audit and evaluate the overall financial statement presentation.*When to use substantive analytical procedures for efficiency and effectiveness*Establishing expectations for substantive analytic procedures*Setting a threshold for differences *Following up on differences from expectations*Concluding on substantive analytical procedures | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Performing Inventory Observations (Self-Study) (25SS-0344)25SS-0344 | *Inventory observation procedures *When attendance at the inventory observation is impractical*Inventory under the control of a third party*Consideration of the risk of fraud in inventory counts*Sampling related to inventory observations*Considerations related to retail inventories, multiple locations*Considerations for inventory observations | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Performing Preparation, Compilation, Review and Engagements (Self-Study) (25SS-0345)25SS-0345 | *Compare and contrast the basis and requirements of preparation, compilation, and review engagements*Identifying key reporting elements of compilation and review reports*Impact of special purpose accounting frameworks and other special issues | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Planning and Strategy Formulation for Your Organization's Financial Success (Self-Study) (25SS-0346)25SS-0346 | *Differences between planning and budgeting*Building change into the planning process*The business model*Strategic plan*Marketing plan*Financial forecasting*Financial risk analysis*Five-year operating plan | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Post-election Coverage of Potential Tax Changes and Planning Strategies (Self-Study) (25SS-0347)25SS-0347 | *Prospects of a lame duck session of Congress enacting tax legislation*The tax reform agenda of President-elect Trump*Determining the impact of a unified or divided government on the prospects of enacting tax legislation *The new political environment and how it will impact chances for enactment of new and continued (TJCA) tax legislation *Extension of some or all of the TCJA beyond 2025*Chances of enacting other expiring provisions in addition to the TCJA expirations*When and how to take advantage of expiring provisions of the TCJA*Tax strategies that can be employed before the end of 2024 and into 2025 | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Power BI Desktop: DAX Formulas, Reporting and Visualizations (Self-Study) (25SS-0348)25SS-0348 | *Demonstration in Power BI Desktop of the following data tools: Power Query, Power Pivot, and Power View*Skills demonstrated: DAX, data visualizations including AI visuals, and data storytelling*Demonstration of DAX function types: Aggregation, Iterator, CALCULATE, CALCULATE Modifiers, Time Intelligence, Ranking, and Percentages*Demonstration of how to curate a visual in PBI Desktop with a variety of formatting tools; visuals for exploratory analysis; and AI visuals for exploratory analysis | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Power BI.com: Empowering Collaborative Data Analytics in Your Organization (Self-Study) (25SS-0349)25SS-0349 | *Demonstration of publishing from the desktop to the service*Demonstration of workspaces -- who has access, and what can they do?*Demonstration of pinning tiles to a dashboard: quick insights, questions and answers, and what you can pin*Demonstration of sharing content: analyze in Excel, apps, and dataflows*Demonstration of administrative settings in the service: security, data access, and data quality | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Power Query Series: Adding Columns for Data Enrichment (Self-Study) (25SS-0350)25SS-0350 | *Create a new column from existing columns*Adding columns is determined by the data type of the column*Adding new columns*Hands-on examples: column from examples, merging columns, duplicate columns, custom columns, conditional column, index column | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Power Query Series: Append Queries (Self-Study) (25SS-0351)25SS-0351 | *What is an append query?*What are the data requirements for an append query?*Hands-on examples: combining worksheets in the same workbook, listing all objects in a workbook, combining files in a folder | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Power Query Series: Data Modeling and Next Steps (Self-Study) (25SS-0352)25SS-0352 | *Functions and parameters*Demonstration of invoking a function*Basics of data modeling*Power Query is everywhere*Power BI preview features*Hands-on examples: creating a data model from a flat file; transferring an Excel data model to Power BI desktop; preview feature: using text by examples in Power BI desktop | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Power Query Series: Data Transformations (Self-Study) (25SS-0353)25SS-0353 | *Workflow of a data transformation, including data cleaning, data enrichment, and data shaping*How to perform data transformations*Hands-on example: flattening a general ledger | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Power Query Series: Editor -- The User Interface of Power Query (Self-Study) (25SS-0354)25SS-0354 | *What is the Power Query Editor?*How can I launch the Power Query Editor?*Review of the components of the Power Query Editor-Preview pane-Ribbon-Queries pane-Query settings pane-Applied steps-Formula bar | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Power Query Series: Formulas, M Language and Error Handling (Self-Study) (25SS-0355)25SS-0355 | *Learning formulas in Power Query*Introduction to the "M" language*Types of structured values in Power Query*Other types of values in Power Query*Types of errors in Power Query*Custom columns*Hands-on examples | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Power Query Series: Introduction and First Connection (Self-Study) (25SS-0356)25SS-0356 | *What is Power Query?*Why should I learn Power Query?*What are the benefits of using Power Query?*Power Query is not just for Excel*Power Query versions are not the same*What version of Power Query do I have?*How to get Power Query*Making your first connection in Power Query*Hands-on examples: connection query, editing a query, duplicating a query | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Power Query Series: Making a Connection (Self-Study) (25SS-0357)25SS-0357 | *Workflow of making a connection*Get data*Navigator dialog box*Query options*Global and current workbook*Data load options*Queries and connections*Data source settings*Hands-on examples: importing files and databases | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Power Query Series: Merge Queries (Self-Study) (25SS-0358)25SS-0358 | *What is a merge query?*What are the data requirements for a merge query?*What are the types of joins for a merge query?*Hands-on examples: creating merge queries, creating a full anti-join using an append query, grouping queries | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Power Query Series: More Transformations and Load Options (Self-Study) (25SS-0359)25SS-0359 | *Workflow of the data transformation for a general ledger with sub-accounts*Loading a query*Loading options for a query*Changing the load destination of a query*Hands-on examples: flattening a general ledger with sub-accounts; making a connection to the data source; reviewing and documenting the steps created by Power Query | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Power Query Series: Use Cases (Self-Study) (25SS-0360)25SS-0360 | *Removing unwanted characters from a data set*All data appears in one column*Two categories appear in one column*Extracting useful information from inconsistent data (Text Analytics)*Have a sub-header that is in a row and should be in a column*Hands-on examples | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Power Query Series: Useful Transformations (Self-Study) (25SS-0361)25SS-0361 | *Data before and after transformation: unpivoting, pivoting, split to column by delimiter (by columns or rows)*Filtering and grouping*Fuzzy matching*Hands-on examples | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Preparation and Compilation Engagements Under the SSARS (Self-Study) (25SS-0362)25SS-0362 | *Relevant sections of SSARS No. 21, Clarification and Recodification*Updates to SSARS No. 21 guidance due to issuance of SSARS Nos. 22, 23 and 24*Proposed changes to the SSARS guidance*Comprehensive sample engagement work programs for preparation and compilation engagements*Prescribed form, specified line item, pro forma, and other engagement variations*Complete illustrations of relevant engagement letters, reporting and other required communications for preparation and compilation engagements*SSARS No. 21 implementation issues and peer review feedback | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Preparation and Compilation Engagements Under the SSARS (Self-Study) (25SS-0363)25SS-0363 | *Relevant sections of SSARS No. 21, Clarification and Recodification*Updates to SSARS No. 21 guidance due to issuance of SSARS Nos. 22, 23 and 24*Proposed changes to the SSARS guidance*Comprehensive sample engagement work programs for preparation and compilation engagements*Prescribed form, specified line item, pro forma, and other engagement variations*Complete illustrations of relevant engagement letters, reporting and other required communications for preparation and compilation engagements*SSARS No. 21 implementation issues and peer review feedback | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Preparing and Reviewing Client Prepared Financial Statements (Self-Study) (25SS-0364)25SS-0364 | *Objective of financial reporting*Inter-relationships of financial statements and disclosures*Accounting changes*Financial statement preparation and review process*Best practices for financial statement preparation and review | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Preparing C Corporation Tax Returns for New Staff and Paraprofessionals (Self-Study) (25SS-0365)25SS-0365 | *Preparation of a reasonably complicated Form 1120, "U.S. Corporate Income Tax Return," from trial balance to completed return*The importance of Schedule M-1, including adjustments in reconciling book income to tax income and items staff may look for on all business returns*New tax-planning strategies for depreciation deductions, including changes to Section 179 and first-year depreciation under Section 168(k) as a result of new tax legislation*Methods of accounting*In-depth analysis of Form 4797 dealing with depreciation recapture*Deductible expenses, including rules on meals and entertainment*Section 163(j)*Computation of tax liability*Overview of common business deductions -- deductibility and Schedule M-1*How to practically handle uniform capitalization and inventory accounting for a small manufacturing concern*And more! | |
| Self-Study | | Downloadable PDF | 10 CPE (10 tech, 0 non-tech) | |
| Surgent's Preparing C Corporation Tax Returns for New Staff and Paraprofessionals (Self-Study) (25SS-0366)25SS-0366 | *Preparation of a reasonably complicated Form 1120, "U.S. Corporate Income Tax Return," from trial balance to completed return*The importance of Schedule M-1, including adjustments in reconciling book income to tax income and items staff may look for on all business returns*New tax-planning strategies for depreciation deductions, including changes to Section 179 and first-year depreciation under Section 168(k) as a result of new tax legislation*Methods of accounting*In-depth analysis of Form 4797 dealing with depreciation recapture*Deductible expenses, including rules on meals and entertainment*Section 163(j)*Computation of tax liability*Overview of common business deductions -- deductibility and Schedule M-1*How to practically handle uniform capitalization and inventory accounting for a small manufacturing concern*And more! | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Preparing Individual Tax Returns for New Staff and Paraprofessionals (Self-Study) (25SS-0367)25SS-0367 | *Comprehensive coverage of the Inflation Reduction Act of 2022 and The SECURE Act 2.0*Preparation of various Form 1040 individual tax returns and schedules; provided answers include "filled-in" forms*Coverage of Form 7203*Coverage of Section 199A qualified business income, its calculation, limitations, and examples*Dividends and interest -- Ordinary, return of capital, and capital gain distribution dividends; tax-exempt interest, original issue discount, etc.*Security transactions -- From Form 1099-B to Form 8949 to Schedule D, plus mutual fund sales and related basis issues*Self-employed person issues*Schedule C deductions including depreciation*Sale and exchange of property -- Understanding Form 4797 and depreciation recapture; capital gains*A working understanding of passive losses -- How to handle rental property and how the passive loss rules flow to the tax forms*Itemized deductions -- A thorough understanding of what's deductible and what's not*Interest deductions -- Limitations and timing problems*Charitable contributions substituting for taxes, IRS says -- No!*Retirement contributions and education credits and deductions*Tax computations -- The Kiddie Tax, AMT, regular tax, tax credits*Individual problems illustrated by form preparation for various items, with numerous "practice tips"*Impact of recent legislation and forms changes on the 1040 | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Preparing Individual Tax Returns for New Staff and Paraprofessionals (Self-Study) (25SS-0368)25SS-0368 | *Comprehensive coverage of the Inflation Reduction Act of 2022 and The SECURE Act 2.0*Preparation of various Form 1040 individual tax returns and schedules; provided answers include "filled-in" forms*Coverage of Form 7203*Coverage of Section 199A qualified business income, its calculation, limitations, and examples*Dividends and interest -- Ordinary, return of capital, and capital gain distribution dividends; tax-exempt interest, original issue discount, etc.*Security transactions -- From Form 1099-B to Form 8949 to Schedule D, plus mutual fund sales and related basis issues*Self-employed person issues*Schedule C deductions including depreciation*Sale and exchange of property -- Understanding Form 4797 and depreciation recapture; capital gains*A working understanding of passive losses -- How to handle rental property and how the passive loss rules flow to the tax forms*Itemized deductions -- A thorough understanding of what's deductible and what's not*Interest deductions -- Limitations and timing problems*Charitable contributions substituting for taxes, IRS says -- No!*Retirement contributions and education credits and deductions*Tax computations -- The Kiddie Tax, AMT, regular tax, tax credits*Individual problems illustrated by form preparation for various items, with numerous "practice tips"*Impact of recent legislation and forms changes on the 1040 | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Preparing Not-for-Profit Financial Statements (Self-Study) (25SS-0369)25SS-0369 | *Key requirements, options, and disclosures related to each of the basic financial statements*The reporting of functional and natural expense information*Requirements related to providing liquidity and availability of financial assets information*Core not-for-profit requirements related to conditional and unconditional contributions, promises to give, contributed services, net assets, special events, the classification of expenses, and more*The impact of FASB ASC 842, Leases, on not-for-profits | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Preparing Not-for-Profit Financial Statements (Self-Study) (25SS-0370)25SS-0370 | *Key requirements, options, and disclosures related to each of the basic financial statements*The reporting of functional and natural expense information*Requirements related to providing liquidity and availability of financial assets information*Core not-for-profit accounting requirements related to conditional and unconditional contributions, promises to give, contributed services, net assets, special events, the classification of expenses, and more | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Principles of Financial Statement Presentation (Self-Study) (25SS-0371)25SS-0371 | *The key presentation requirements with respect to an entity's financial statements*ASC topics related to presentation requirements, with a focus on ASC Topic 205, ASC Topic 210, ASC Topic 220, ASC Topic 225, ASC Topic 230, ASC Topic 235, and ASC Topic 250*Considerations around changes in accounting principles | |
| Self-Study | | Downloadable PDF | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Privacy and Security Training: Obligations of Confidentiality and Safekeeping (Self-Study) (25SS-0372)25SS-0372 | *Obligations of confidentiality and safekeeping*Security best practices to apply beyond work*Likely causes and effects of a large-scale cyberattack*Email security best practices*Remote work security*Mobile device security*Internet of Things (IoT) risks*Public Wi-Fi risk and the importance of using a VPN*Recognizing and avoiding text message/phone call phishing*Data loss prevention (DLP) | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Professional Email Writing Basics (Self-Study) (25SS-0373)25SS-0373 | *Create clear and concise email communication and utilize protocols that support and enhance your professionalism*Best practices for excellent email etiquette*Types of subject lines to avoid*Subject line structure for maximum impact*Creating effective greetings and sign offs *When and how to use cc/bcc fields to avoid conflict and enhance connection*Elevated "out of office reply" messages*How to best convey the proper tone*Avoiding common pitfalls *How to handle misunderstandings and mishaps*Examination of when to use text, instant messaging, or phone call instead of email*Synthesizing ideas and using efficient methods of writing *Creating concise email strings | |
| Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | |
| Surgent's Project Management for Finance Professionals (Self-Study) (25SS-0374)25SS-0374 | *Project management is a way of thinking and managing*Identifying projects, needs, objectives, and deliverables*Project feasibility evaluation*Life cycle of a project*What causes projects to fail*Establishing the project scope and preventing "project creep"*Defining and managing stakeholders*Organizational politics and conflict management*Establishing the detailed schedule*Introduction to project management software | |
| Self-Study | | Downloadable PDF | 6 CPE (6 tech, 0 non-tech) | |
| Surgent's Project Management: Tips, Tricks and Traps (Self-Study) (25SS-0375)25SS-0375 | *Contrasting project management with operations management*Reviewing organizational culture and how it applies to project management*The various types of project management including Agile, Scrum, Waterfall, Critical path, and others*Looking at risk management software and its application in different types of project management*Managing and leading project management stakeholders | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Project Management: Tips, Tricks and Traps (Self-Study) (25SS-0376)25SS-0376 | *Contrasting project management with operations management*Reviewing organizational culture and how it applies to project management*The various types of project management including Agile, Scrum, Waterfall, Critical path, and others*Looking at risk management software and its application in different types of project management*Managing and leading project management stakeholders | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Proven Controls to Steer You Clear of Fraud (Self-Study) (25SS-0377)25SS-0377 | *The price of fraud -- ACFE's Report to the Nations*Deviant workplace behavior*Combating fraud with controls*Controls used by fraud victim organizations and suggestions for better implementation*Fraud's new frontier*Corporate social, environmental, governance, and equity/inclusion reports and audits | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Proven Controls to Steer You Clear of Fraud (Self-Study) (25SS-0378)25SS-0378 | *The price of fraud -- ACFE's Report to the Nations*Deviant workplace behavior*Combating fraud with controls*Controls used by fraud victim organizations and suggestions for better implementation*Fraud's new frontier*Corporate social, environmental, governance, and equity/inclusion reports and audits | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Public Speaking and Presentation Skills (Self-Study) (25SS-0379)25SS-0379 | *How experienced speakers manage presentation anxiety*The elements of effective persuasion*The three styles of speech*Strategies to improve speech pace*The importance of volume when presenting*The art of the pause*Methods for using visual aids*Best practices for preparing for a presentation*Components of an effective presentation | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Purchase and Sale of a Residence: Critical Tax Issues (Self-Study) (25SS-0380)25SS-0380 | *General rules relating to the sale of a residence under Section 121*Sale of a taxpayer's main home*Qualifying for a partial exclusion of gain on the sale of a home*How a taxpayer meets the residence requirement*Meeting the look-back requirement*Separated, divorced, and widowed taxpayers*Work-related moves and unforeseeable events*Inherited homes and homes received in a divorce*Impact of business or rental use of home on the gain exclusion*Reporting gain or loss on the sale of a home | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Quality Management and Peer Review (Self-Study) (25SS-0381)25SS-0381 | *AICPA's Engagement Quality Initiative
*When peer reviews are required and how they work
*Recent deficiencies noted by peer reviewers in audit, review and compilation engagements
*System of Quality Control required by the Auditing Standards Board (ASB)
*Changes to the system of Quality Control | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Raising Financially Capable Children (Self-Study) (25SS-0382)25SS-0382 | *Discussion of the importance of financial education for the next generation*Understanding a client's financial values*Determining a client's financial literacy*Helping clients develop a teaching roadmap*Using knowledge to protect against entitlement*Developing a knowledge base for the information, including a full list of recommended books on the topic and games for families to play*Discussion of specific topics, including tips and tricks related to:-Allowances-Earning, work, and entrepreneurship-Spending, saving, and investing -Philanthropy-Taxes-Credit cards, crypto, and financial fraud | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Real Estate for Accounting and Finance Professionals (Self-Study) (25SS-0383)25SS-0383 | *Rental income and expense calculation and reporting*Deciphering Schedule E (Form 1040)*Nuances of vacation home rules*Passive activity loss rules: foundations and implications*Active vs. material participation in rental activities*Tax reporting: how to group passive activities*Limitations on passive losses: at-risk rules and deductions*Classifying rental real estate activities*Navigating exceptions in rental real estate taxation | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Real Estate Tax Boot Camp (Self-Study) (25SS-0384)25SS-0384 | *Coverage of recent tax legislation pertaining to real estate*Installment sales*Rental operations*Depreciation and recapture*Determination of basis*Passive activity losses*At-risk rules*The qualified business income (QBI) deduction as it relates to rental real estate*Like-kind exchanges*Calculation of gain or loss on sale of real estate | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Real Estate Taxation: Critical Considerations (Self-Study) (25SS-0385)25SS-0385 | *The impact of recent tax legislation on the real estate industry*Depreciation and recapture*Determining the basis when acquiring real estate*Passive activity losses*Calculation of gain or loss on sale of real estate*Rental operations*Installment sales | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Real Estate Taxation: Critical Considerations (Self-Study) (25SS-0386)25SS-0386 | *The impact of recent tax legislation on the real estate industry*Depreciation and recapture*Determining the basis when acquiring real estate*Passive activity losses*Calculation of gain or loss on sale of real estate*Rental operations*Installment sales | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Recent Changes in Workplace Regulations: Overtime, Non-compete Agreements and Employee/Independent Contractor (Self-Study) (25SS-0387)25SS-0387 | *Final Rule - Employee or Independent Contractor Classification Under the FLSA: the multifactor "economic reality" test; What analysis guides whether a worker is an employee or independent contractor under this final rule? Can a worker voluntarily waive employee status and choose to be classified as an independent contractor? Are any of the economic reality factors adopted in this rule more important than others when evaluating a worker's employment status? How does the final rule explain "extent to which the work performed is an integral part of the employer's business?"*The Federal Trade Commission's Decision on Non-compete Agreements: impact on new and existing non-competes; treatment and definitional terms for senior executives; definition of a non-compete clause; definition of a "worker" *New Overtime Rules: exemptions from minimum wage and overtime pay requirements for executive, administrative, professional, outside sales, and computer employees; increases in the standard level and the highly compensated employee total annual compensation threshold; new mechanism allowing for the timely and efficient updating of the salary and compensation thresholds | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Recruiting and Retaining Next Gen Talent (Self-Study) (25SS-0388)25SS-0388 | *Who are Next Gen employees, and what are their career objectives?*How employers can align their values with Next Gen values*Establishing procedures and priorities that allow for attracting the best talent*Maintaining relationships with employees to reduce turnover and grow organizations | |
| Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | |
| Surgent's Reducing a Business Owner Client's Exposure to Social Security and Self-Employment Taxes (Self-Study) (25SS-0389)25SS-0389 | *Section 1402(a)(1) exclusions from the definition of self-employment income*Application of the SE tax to members of limited liability companies*Taking a self-employed owner's health insurance deductions against self-employment tax*How using the S Corporation and the MMLLC treated as a partnership can help reduce an individual's exposure to self-employment tax*How hiring a spouse and/or child helps reduce self-employment tax*Differentiating between income treated as self- employment income and income that is not self-employment income | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Remote Leadership and Virtual Meeting Mastery (Self-Study) (25SS-0390)25SS-0390 | *Create an equipment/technology checklist before each meeting*Structure your environment for maximum effect*Manage and mitigate distractions*Handle and respond to technology issues*Present yourself with authority*Prepare to achieve the best outcomes*Establish an authentic and accessible professional presence*Navigate a group meeting as well as one on one discussions*Master audio only meetings and discussions | |
| Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | |
| Surgent's Reporting Internal Control Deficiencies Under the Yellow Book (Self-Study) (25SS-0391)25SS-0391 | *The Yellow Book performance and reporting requirements related to internal control deficiencies*Evaluating whether an internal control deficiency should be reported as a significant deficiency or a material weakness*How the auditor develops the criteria, condition, cause, and effect elements of a Yellow Book finding | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Revenue Recognition for Long-Term Construction and Similar Contracts: Topic 606 Implementation Challenges (Self-Study) (25SS-0392)25SS-0392 | *Topic 606's five-step revenue recognition model*Determining whether to recognize revenue over time or at a point in time under Topic 606*Other unique considerations in applying the five-step model for entities currently using SOP 81-1*Lessons learned and best practices from entities already adopting Topic 606 | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Revenue Recognition: Top Challenges in Applying ASC 606 (Self-Study) (25SS-0393)25SS-0393 | *Types of performance obligations*Bundled offerings*Customizations*Modifications to product specifications*Requests for additional services*Alterations in delivery timelines*Long-term contracts*Enforceability and payment terms | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Revenue Recognition: U.S. GAAP vs. IFRS (Self-Study) (25SS-0394)25SS-0394 | *Key principles of Revenue Recognition*Performance obligations in the Contract*Noncash considerations*Presentation of sales taxes*Impairment reversal of capitalized contract costs*Interim disclosures | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Review of Form 709: Gift Tax Return (Self-Study) (25SS-0395)25SS-0395 | *Form 709, gift tax reporting, and the effect of the lifetime exclusion*Present interest versus future interest*The annual exclusion -- what qualifies and how is it calculated*Situations in which consenting spouses are not required to file Form 709*Gifts excluded from gift tax reporting*Adequate disclosure requirements and the statute of limitations*Proper gift tax reporting of front-end-loaded Section 529 qualified tuition plans*The inclusion of up-to-date revised forms and references*Calculation of unified credit and prior year credit recalculation*Calculation of additional credit for decedent spousal unused exemption (DSUE) | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Reviewing Audit Workpapers (Self-Study) (25SS-0396)25SS-0396 | *Documentation as a means of audit quality*Responsibilities of the workpaper reviewer*Important tips for providing reviews notes that will promote an effective and efficient financial statement audit*Appropriate review considerations at various phases of the engagement, including before and after audit report date and report release | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Risk Management for the Small Business (Self-Study) (25SS-0397)25SS-0397 | *Was COVID-19 a "black swan" or a "gray rhino"?*Monitor centrally but control decentrally*Establish specific plan for risk management*Risk recognition*Risk evaluation*Risk mitigation | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's S Corporation Core Tax Issues From Formation Through Liquidation (Self-Study) (25SS-0398)25SS-0398 | *What exactly is terminating S Corporations, including recent rulings*Schedules K-2 and K-3 reporting requirements and filing exceptions*Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations*Shareholder changes Living Trust and causes S termination*LLCs electing S status, changing agreement could terminate election*Inherited a new client with reporting errors? What are my options?*Debt vs. equity and Section 385; Federal Express battled and won, how do we?*Are we to expect SECA tax on pass-through entities?*Shareholders losing "substance over form" argument*Basis neither increased by phantom income, nor reduced by non-deducted pass-through losses*Can I accrue expenses payable to a shareholder? Sure, but can I deduct them?*How Section 179 limitations affect S Corp. basis*Comparison of liquidation of a C Corporation vs. the liquidation of an S Corporation*Did not timely file Form 2553? A simple method to correct*Is there a "flexible standard of law" in regard to closely held entities? | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's S Corporation Core Tax Issues From Formation Through Liquidation (Self-Study) (25SS-0399)25SS-0399 | *What exactly is terminating S Corporations, including recent rulings*Schedules K-2 and K-3 reporting requirements and filing exceptions*Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations*Shareholder changes Living Trust and causes S termination*LLCs electing S status, changing agreement could terminate election*Inherited a new client with reporting errors? What are my options?*Debt vs. equity and Section 385; Federal Express battled and won, how do we?*Are we to expect SECA tax on pass-through entities?*Shareholders losing "substance over form" argument*Basis neither increased by phantom income, nor reduced by non-deducted pass-through losses*Can I accrue expenses payable to a shareholder? Sure, but can I deduct them?*How Section 179 limitations affect S Corp. basis*Comparison of liquidation of a C Corporation vs. the liquidation of an S Corporation*Did not timely file Form 2553? A simple method to correct*Is there a "flexible standard of law" in regard to closely held entities? | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's S Corporation Taxation: Advanced Issues (Self-Study) (25SS-0400)25SS-0400 | *Detailed rules governing basis in the shareholder's debt and stock*AAA*Built-in gains incurred from the sale of assets*Redemptions and liquidations*Compensation planning for shareholders, including planning strategies under the SECURE Act*Tax Cuts and Jobs Act of 2017 and the various stimulus acts, as applicable | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's S Corporation Taxation: Advanced Issues (Self-Study) (25SS-0401)25SS-0401 | *Detailed rules governing basis in the shareholder's debt and stock*AAA*Built-in gains incurred from the sale of assets*Redemptions and liquidations*Compensation planning for shareholders, including planning strategies under the SECURE Act*Tax Cuts and Jobs Act of 2017 and the various stimulus acts, as applicable | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's S Corporation, Partnership and LLC Tax Update (Self-Study) (25SS-0402)25SS-0402 | *Timely coverage of breaking tax legislation*Guidance on the impact of recent legislation on S Corporations and partnership entities*Form 1099-K reporting requirements*Thinking beyond section 163(j) - Interest Allocation Rules, Original Issue Discount, Applicable High Yield Discount Obligations, Convertible Corporate Debt Instruments, and Debt-Financed Distributions*Bonus depreciation in 2024*Section 174 Research and Experimental Expenditures*New FinCEN reporting requirements in 2024, including recently updated FAQs*Decentralized Autonomous Organizations (DAOs)*A review of the key cases, rulings, and tax law changes affecting S Corporations, partnerships, limited liability companies, and limited liability partnerships | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's SAS 134 and Other Reporting Considerations (Self-Study) (25SS-0404)25SS-0404 | *Revised format of audit opinion under SAS 134*Additional responsibilities of both management and the auditors under SAS 134*Additional requirements related to SASs 135-140*Qualified auditor reports, their wording, and when the auditor would issue one of them*Circumstances requiring the addition of Emphasis of Matter and Other Matter paragraphs to the standard unqualified audit report | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Schedules K-2 and K-3: Preparation of Forms (Self-Study) (25SS-0406)25SS-0406 | *How to read and complete Parts II and III for Foreign Tax Credit*Practical tips on how to tackle Parts IV and IX for corporate partners*How to correctly fill out Parts X and XIII for foreign partners*Comprehensive examples for operating, real estate rental, and investment partnerships with filled-in sample forms | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's SEC Form 8-K: When to File and What to Disclose (Self-Study) (25SS-0407)25SS-0407 | *The overall purpose of the Form 8-K*Triggering events for filing the Form 8-K*Filing deadline for the Form 8-K | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's SEC Hot Topics: MD&A and Non-GAAP Financial Measures (Self-Study) (25SS-0408)25SS-0408 | *The overall importance of the rules and regulations with respect to the Management's Discussion and Analysis (MD&A) section of an entity's consolidated financial statements filed with the U.S. Securities and Exchange Commission (SEC)*An overview of Non-GAAP Financial Measures | |
| Self-Study | | Downloadable PDF | 5 CPE (5 tech, 0 non-tech) | |
| Surgent's Section 199A: Applications and Challenges (Self-Study) (25SS-0409)25SS-0409 | *The latest guidance from the IRS provided through regulations or administrative announcements*Taxpayers that own multiple entities; aggregation rules*Calculating qualified business income*The latest guidance on specified trades or businesses*Taxable income limits on specified service trades or businesses*Maximizing the 20 percent deduction for pass-through entities and Schedule Cs*Accounting for negative QBI*Whether particular tax entities offer a greater Section 199A deduction*Whether the owner of a Schedule E with net rental income can claim the Section 199A deduction | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs (Self-Study) (25SS-0410)25SS-0410 | *How and why a partnership makes a 754 election*The effect of the 754 election when an interest in a partnership is sold or inherited*How the 754 election applies when a partnership makes a distribution of property to one or more of its partners*How to make the 754 basis adjustment | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Securing a Comfortable Retirement (Self-Study) (25SS-0411)25SS-0411 | *Retirement planning using variables such as desired lifestyle, travel plans, housing plans, medical needs, and family needs to customize a retirement plan unique to the client*Using the residence and other real estate as retirement assets through equity and rent*Using the small business as a retirement resource through creative retirement plans, non-qualified deferred compensation, and converting the value of the business through sales within the family or to an outside party*An overview of portfolio management for retirees, including sustainable portfolio withdrawal rates; balancing investments between income and equity, and taxable and nontaxable; and asset liquidation and distribution timing to minimize the tax impact of retirement distributions and maximize cash flow from retirement vehicles and Social Security*Developing a three-legged retirement stool of employer retirement, savings, and Social Security, and timing the use of the legs of the stool to maximize after tax retirement benefits*Analysis of the most current/important research on retirement planning and sustaining retirement income levels and lifestyles and the impact of the most recent tax laws, regulations, and rulings*Planning with the new retirement provisions of SECURE Act 2.0 | |
| Self-Study | | Downloadable PDF | 6 CPE (6 tech, 0 non-tech) | |
| Surgent's Securing a Comfortable Retirement in the Age of Spending (Self-Study) (25SS-0412)25SS-0412 | *Retirement planning using variables such as desired lifestyle, travel plans, housing plans, medical needs, and family needs to customize a retirement plan unique to the client*Using a residence and other real estate as retirement assets through equity and rent*Using a small business as a retirement resource through creative retirement plans*Overview of asset allocation, portfolio management, portfolio rebalancing, and investment selection concepts, before and after retirement*The three-legged retirement stool: employer retirement, savings, and Social Security*Planning with the new retirement provisions of SECURE Act 2.0*Distribution/asset liquidation planning*Analysis of the most current/important research on retirement planning and sustaining retirement income levels | |
| Self-Study | | Downloadable PDF | 12 CPE (12 tech, 0 non-tech) | |
| Surgent's Securing a Comfortable Retirement in the Age of Spending (Self-Study) (25SS-0413)25SS-0413 | *Retirement planning using variables such as desired lifestyle, travel plans, housing plans, medical needs, and family needs to customize a retirement plan unique to the client*Using a residence and other real estate as retirement assets through equity and rent*Using a small business as a retirement resource through creative retirement plans*Overview of asset allocation, portfolio management, portfolio rebalancing, and investment selection concepts, before and after retirement*The three-legged retirement stool: employer retirement, savings, and Social Security*Planning with the new retirement provisions of SECURE Act 2.0*Distribution/asset liquidation planning*Analysis of the most current/important research on retirement planning and sustaining retirement income levels | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Select Estate and Life Planning Issues for the Middle-Income Client (Self-Study) (25SS-0414)25SS-0414 | *Changes to the lifetime estate tax exemption in light of proposed regulations*SECURE 2.0 updates*More than 20 documents that should be reviewed that are neither a will nor trust*Provisions you need in a will*Trusts and other arrangements for children*Durable powers of attorney for healthcare and for financial matters*Realistic retirement goals*Developments relative to estate tax, and the implications for planning | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Select Estate and Life Planning Issues for the Middle-Income Client (Self-Study) (25SS-0415)25SS-0415 | *Changes to the lifetime estate tax exemption in light of proposed regulations*SECURE 2.0 updates*More than 20 documents that should be reviewed that are neither a will nor trust*Provisions you need in a will*Trusts and other arrangements for children*Durable powers of attorney for healthcare and for financial matters*Realistic retirement goals*Developments relative to estate tax, and the implications for planning | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Selected Issues in Preparation of 1040 Individual Income Tax Returns (Self-Study) (25SS-0416)25SS-0416 | *Business income and expenses*IRAs, qualified retirement plans, and Social Security benefits*Depreciation and recapture*Rental income and expenses, income via Schedule K-1, and loss limitations*Alternative Minimum Tax*Casualty losses, moving expenses, sale of home, alimony, and penalties | |
| Self-Study | | Downloadable PDF | 10 CPE (10 tech, 0 non-tech) | |
| Surgent's Service Organization Control Reports: A User Auditor View (Self-Study) (25SS-0417)25SS-0417 | *Types of SOC reports *Uses of SOC reports by user auditors *Characteristics of SOC reports *Format of a SOC1 report *Using a SOC1 report on a financial statement audit | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Single Auditing Made Simple (Self-Study) (25SS-0418)25SS-0418 | *The key requirements and responsibilities related to the schedule of expenditures of federal awards and the determination of major programs*The processes of determining the direct and material compliance requirements, obtaining an understanding of and testing the related internal controls, and performing compliance testing*The development and reporting of findings in the schedule of findings and questioned costs*Additional performance and reporting responsibilities | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Six Common Barriers to Investment Success (Self-Study) (25SS-0419)25SS-0419 | *Availability bias*Herding*Loss aversion*Present bias*Anchoring*Home country bias | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Skills to Enhance Personal and Professional Networks (Self-Study) (25SS-0420)25SS-0420 | *The value of strategic networking*Quality vs. quantity in networking*Networking for professional opportunities*Person-to-person networking*Maintaining and expanding your current connections*Networking for introverts*Long-term networking strategies | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Small Business Accounting, Audit and Attest Update (Self-Study) (25SS-0421)25SS-0421 | *Small and medium-sized business-related ASUs, including recent PCC activities*Recently issued AICPA standards*Engagement quality update*Newly issued SSARS and SSAE standards*SASs effective for 2024 audits and beyond | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Social Security and Medicare: Planning for You and Your Clients (Self-Study) (25SS-0422)25SS-0422 | *Legislative developments*A full chapter devoted to determining the best planning options for maximizing joint Social Security benefits*Retirement benefits: Amount of benefits in various circumstances; how the amounts are distributed within the family unit*Qualification: Has the client retired? How business entities may be used for Social Security advantage*Income taxation of Social Security: avoidance tactics*Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client?*When can hiring the spouse increase overall benefits? Why should both spouses qualify for survivor benefits?*Disability benefits*When to start Social Security benefits: Advantages and disadvantages at ages 62, full retirement age, and 70*Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later?*Pensions: Distribution strategies; how to use the minimum distribution rules in concert with Social Security benefits*IRAs: Is it time to convert to a Roth?*Medicare, Part D prescription drugs: what retirees need to know | |
| Self-Study | | Downloadable PDF | 12 CPE (12 tech, 0 non-tech) | |
| Surgent's Social Security and Medicare: Planning for You and Your Clients (Self-Study) (25SS-0423)25SS-0423 | *Legislative developments*A full chapter devoted to determining the best planning options for maximizing joint Social Security benefits*Retirement benefits: Amount of benefits in various circumstances; how the amounts are distributed within the family unit*Qualification: Has the client retired? How business entities may be used for Social Security advantage*Income taxation of Social Security: avoidance tactics*Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client?*When can hiring the spouse increase overall benefits? Why should both spouses qualify for survivor benefits?*Disability benefits*When to start Social Security benefits: Advantages and disadvantages at ages 62, full retirement age, and 70*Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later?*Pensions: Distribution strategies; how to use the minimum distribution rules in concert with Social Security benefits*IRAs: Is it time to convert to a Roth?*Medicare, Part D prescription drugs: what retirees need to know | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Social Security: Dispelling Common Myths with Essential Truths (Self-Study) (25SS-0424)25SS-0424 | *Will Social Security be there for me?*How is my benefit calculated?*Can I claim my benefit and work too?*When do I stop paying Social Security taxes?*Why does my government pension cause my benefits to be reduced?*Can I claim spousal benefits now and my own later?*What is my breakeven?*Can I claim benefits from my ex-spouse?*What do you mean I may pay taxes on my income benefits? | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know (Self-Study) (25SS-0425)25SS-0425 | *Understanding the time commitment required to start and run a business*Selecting a corporate structure to protect your personal assets*Building your product or service*Sales and marketing in your business*Establishing your owners, investors, managers, and employees*Accounting, recording-keeping, and other software programs*Leases, contracts, and employee agreements*Protecting intellectual property*Insurance*Business plans*Financing*Market position | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Stock vs. Asset Acquisitions of C Corporations (Self-Study) (25SS-0426)25SS-0426 | *Advantages and disadvantages to buyer and seller of an asset acquisition and a stock acquisition*Tax treatment of consulting agreements and covenants not to compete*Sale of personal goodwill associated with an asset acquisition*Tax consequences associated with a stock acquisition and an asset acquisition*Acquisitive reorganizations*Non-tax issues that must be considered when a corporation is acquired | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Strategies for Maximizing Social Security Benefits (Self-Study) (25SS-0427)25SS-0427 | *When is a person eligible to take Social Security benefits?*Factors to consider when selecting an option for taking Social Security benefits*Is there a best age to start taking Social Security benefits?*How to maximize Social Security benefit payments for surviving spouses*How can a divorced spouse collect Social Security benefits based on the work record of a former spouse?*How minor children can collect Social Security benefits based on the work record of an older parent | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Successful Communication (Self-Study) (25SS-0428)25SS-0428 | *Barriers to communication, especially when working remotely*Modules and best practices for effective communication*Keys to effective non-verbal communication*Effective listening techniques | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Successfully Completing a Gift Tax Return -- Form 709 (Self-Study) (25SS-0429)25SS-0429 | *Taxpayers who do not file gift tax returns but should*The annual exclusion rules for gifts to trusts including required Crummey notices*What should be disclosed on the return for purposes of running the statute of limitations*The reporting of installment sales and split-interest*Valuations and valuation discounts for gifts of closely held businesses*The utilization of Generation Skipping Transfer Tax and the related automatic allocation rules*Reporting the use of a deceased spouse's unused exclusion exemption amount (DSUEA)*A line-by-line explanation of Form 709 | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Successfully Completing an Estate Tax Return -- Form 706 (Self-Study) (25SS-0430)25SS-0430 | *Changes to the IRS Form 706 *How to successfully navigate the form*The ins and outs of the "portability" rules, including how the rules actually work using common examples*Income tax consequences*How to avoid malpractice traps *Overlooked GST issues | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Successfully Completing an Income Tax Return for a Trust or Estate -- Form 1041 (Self-Study) (25SS-0431)25SS-0431 | *Passive activity rules for trusts including the NIIT*The different types of trusts for income tax purposes (e.g. simple, complex, grantor, charitable)*The critical categorization of income (taxable income vs. fiduciary accounting income)*Distributable net income (DNI) and how it works*The "Tier" Rules*The Separate Share Rule*IRC 663(b) "65-Day" Rule*IRC Section 691(c) Deduction*QSST and EBST elections*How to treat excess deductions on termination*Grantor trust rules and how they impact planning and return preparation *The income tax side of Domestic Asset Protection Trusts | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Succession Planning for the Small Business Owner: Finding the Exit Ramp (Self-Study) (25SS-0432)25SS-0432 | *How to find unrelated buyers of a business*Maintaining control of the business succession process*Turning over the reins to family members: when to give up control*Finding the right team to sell a business*Options for selling a business to an unrelated party*Options for selling a business to family members*Options for selling a business to employees*Overcoming the emotional attachment to a business*Selling to family members for a life annuity*Using family partnerships and trusts to transfer a business | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Succession Planning for the Small Business Owner: Finding the Exit Ramp (Self-Study) (25SS-0433)25SS-0433 | *How to find unrelated buyers of a business*Maintaining control of the business succession process*Turning over the reins to family members: when to give up control*Finding the right team to sell a business*Options for selling a business to an unrelated party*Options for selling a business to family members*Options for selling a business to employees*Overcoming the emotional attachment to a business*Selling to family members for a life annuity*Using family partnerships and trusts to transfer a business | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Surging Auditors: Daily Dilemmas (Self-Study) (25SS-0435)25SS-0435 | *The importance of proper documentation of workpapers*Meeting firm-mandated ethical requirements*Independence issues related to client relationships*Client engagement and entertainment*Accurate and complete reporting of time | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Surgent's Surging Auditors: Internal Out of Control (Self-Study) (25SS-0436)25SS-0436 | *Refresher on understanding internal controls*When testing internal controls is required*When testing of internal controls is an effective strategy to reduce substantive testing*Designing tests of controls*Responses when deviations are discovered in the design or operating effectiveness of internal control | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Surging Auditors: Professional Skeptic (Self-Study) (25SS-0437)25SS-0437 | *Demonstrating professional skepticism*Assessing audit evidence*Responding to contradictory evidence*Assessing the sufficiency of audit evidence | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Surging Auditors: Revenue Rush (Self-Study) (25SS-0438)25SS-0438 | *Application of ASC 606 to contractual situations *Identifying key information necessary to apply ASC 606 *Assessing compliance with the guidance of ASC 606 | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Surging Auditors: Searching for Unrecorded Liabilities (Self-Study) (25SS-0439)25SS-0439 | *Optimal resource requests to support an appropriate search for unrecorded liabilities*Tracing transactions to the detail to identify whether liabilities are properly recorded*Evaluation of evidence to meet management's assertions | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Surging Auditors: Wally's Warehouse (Self-Study) (25SS-0440)25SS-0440 | *Observation and professional skepticism*Interviewing the client*Performing test counts*Evaluating the results obtained | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Taking Advantage of Array Formulas in Excel (Self-Study) (25SS-0441)25SS-0441 | *Differentiating array formulas from regular Excel formulas and explaining their significance*Practical application of array formulas: how to effectively implement and utilize these formulas in a variety of common Excel tasks and scenarios*Utilization of dynamic arrays and spill functions, highlighting their role in modern Excel data handling*Complex functions such as SUMPRODUCT, UNIQUE, SORT, and FILTER, focusing on multi-condition summing and data management*How to simplify the use of static values called array constants | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Taking Advantage of Installment Sales (Self-Study) (25SS-0442)25SS-0442 | *How does the IRC define an installment sale under IRC Sec 453?*When can a taxpayer utilize the provisions of IRC Sec 453?*When should a taxpayer utilize the provisions of an installment sale and when should it be avoided?*How does the issue of a "dealer" vs. a "non-dealer" impact the use of the installment sale method? *Reporting an installment sale when related parties are involved*Calculating an installment sale*How has the Tax Cuts and Jobs Act impacted the use of the installment sale method? | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Taking Advantage of Installment Sales (Self-Study) (25SS-0443)25SS-0443 | *How does the IRC define an installment sale under IRC Sec 453?*When can a taxpayer utilize the provisions of IRC Sec 453?*When should a taxpayer utilize the provisions of an installment sale and when should it be avoided?*How does the issue of a "dealer" vs. a "non-dealer" impact the use of the installment sale method? *Reporting an installment sale when related parties are involved*Calculating an installment sale*How has the Tax Cuts and Jobs Act impacted the use of the installment sale method? | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Taking Advantage of Installment Sales and Like-Kind Exchanges (Self-Study) (25SS-0444)25SS-0444 | *How does the IRC define an installment sale under Section 453?*When can a taxpayer utilize the provisions of IRC Section 453?*When should a taxpayer utilize the provisions of an installment sale and when should it be avoided*How does the issue of a "dealer" vs. a "non-dealer" impact the use of the installment sale method*How to report an installment sale when related parties are involved*How to calculate an installment sale*How has the Tax Cuts and Jobs Act impacted the use of the Installment Sale Method*What is a like-kind exchange as defined by IRC Section 1031*When can a taxpayer utilize the provisions of IRC Section 1031*What types of real property are eligible for like-kind exchange treatment and what types are not*What is "boot" and how does it impact the like-kind exchange deferral*How to calculate a like-kind exchange including any taxable portion*How has the Tax Cuts and Jobs Act impacted the use of like-kind exchanges | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Taking Advantage of Installment Sales and Like-Kind Exchanges (Self-Study) (25SS-0445)25SS-0445 | *How does the IRC define an installment sale under Section 453?*When can a taxpayer utilize the provisions of IRC Section 453?*When should a taxpayer utilize the provisions of an installment sale and when should it be avoided*How does the issue of a "dealer" vs. a "non-dealer" impact the use of the installment sale method*How to report an installment sale when related parties are involved*How to calculate an installment sale*How has the Tax Cuts and Jobs Act impacted the use of the Installment Sale Method*What is a like-kind exchange as defined by IRC Section 1031*When can a taxpayer utilize the provisions of IRC Section 1031*What types of real property are eligible for like-kind exchange treatment and what types are not*What is "boot" and how does it impact the like-kind exchange deferral*How to calculate a like-kind exchange including any taxable portion*How has the Tax Cuts and Jobs Act impacted the use of like-kind exchanges | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Taking Advantage of Like-Kind Exchanges (Self-Study) (25SS-0446)25SS-0446 | *Understanding the history of IRC Sec 1031*Who does and does not qualify for utilizing the like-kind provisions*Which properties do and do not qualify for like-kind exchanges*The differences between a "dealer" and a "non-dealer" regarding like-kind exchanges*How to complete a like-kind exchange*The different types of like-kind exchanges*The definition of "boot" and how it applies to like-kind exchanges*Rules concerning Revenue Ruling 72-456, and*Form 8824 | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Taking Advantage of Like-Kind Exchanges (Self-Study) (25SS-0447)25SS-0447 | *Understanding the history of IRC Sec 1031*Who does and does not qualify for utilizing the like-kind provisions*Which properties do and do not qualify for like-kind exchanges*The differences between a "dealer" and a "non-dealer" regarding like-kind exchanges*How to complete a like-kind exchange*The different types of like-kind exchanges*The definition of "boot" and how it applies to like-kind exchanges*Rules concerning Revenue Ruling 72-456, and*Form 8824 | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Tax Aspects of Home Offices and Vacation Homes (Self-Study) (25SS-0448)25SS-0448 | *Mixed use of a residence: how deductions are limited in rental situations*Home office: qualification and calculation*Strategies and planning for renting a principal residence instead of selling it*Why buying a vacation home can be a very smart investment*Should you rent or use your vacation home? Opportunities and pitfalls*Rules for using like-kind exchanges on principal residences and vacation homes*Understanding the tax rules for acquisition indebtedness and home equity indebtedness*Maximizing your interest expense deduction in light of limitations in the tax code | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Tax Forms Boot Camp: LLCs, Partnerships and S Corporations (Self-Study) (25SS-0449)25SS-0449 | *Compare and contrast the tax consequences, opportunities, and pitfalls of operating a business as a partnership, LLC, or S Corporation*Reporting Requirements for Schedules K-2 and K-3*Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations*Gain a comprehensive understanding of income tax laws for S Corporations from eligibility and election to tax return preparation, stock basis, and loss limitation issues*Recognize and properly handle special pass-through items of income and expense*Accurately prepare S Corporation returns and reconcile book income to taxable income*Accurately prepare partnership returns and reconcile book income to taxable income*What the transactional method entails and how to report partners' capital accounts under this method*Properly handle the tax treatment of distributions to shareholders, partners, or members*Understand the special restrictions and sanctions for tax year-end selection*Review the basics of partnership and LLC formation and basis calculation*Self-employment tax or NOT, for each entity*Filling in K-1s correctly for S Corporations, partnerships, and LLCs. Major changes in K-1 reporting on both partnership and S Corporation forms and content*The most frequently used forms and schedules, including some form "oddities" | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Tax Forms Boot Camp: LLCs, Partnerships and S Corporations (Self-Study) (25SS-0450)25SS-0450 | *Compare and contrast the tax consequences, opportunities, and pitfalls of operating a business as a partnership, LLC, or S Corporation*Reporting Requirements for Schedules K-2 and K-3*Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations*Gain a comprehensive understanding of income tax laws for S Corporations from eligibility and election to tax return preparation, stock basis, and loss limitation issues*Recognize and properly handle special pass-through items of income and expense*Accurately prepare S Corporation returns and reconcile book income to taxable income*Accurately prepare partnership returns and reconcile book income to taxable income*What the transactional method entails and how to report partners' capital accounts under this method*Properly handle the tax treatment of distributions to shareholders, partners, or members*Understand the special restrictions and sanctions for tax year-end selection*Review the basics of partnership and LLC formation and basis calculation*Self-employment tax or NOT, for each entity*Filling in K-1s correctly for S Corporations, partnerships, and LLCs. Major changes in K-1 reporting on both partnership and S Corporation forms and content*The most frequently used forms and schedules, including some form "oddities" | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Tax Loss Limitations Imposed on Individuals and Pass-Through Entities (Self-Study) (25SS-0451)25SS-0451 | *How to calculate a partner or S Corporation shareholder's basis*Form 7203 and an S Corporation shareholder's basis*The at risk basis rules and Form 6198 *The passive activity loss limits *The Section 461(l) loss rule*The net operating loss limitation rules *The Section 163(j) business interest limitation | |
| Self-Study | | On-Demand | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Tax Reporting for Executive Compensation (Self-Study) (25SS-0452)25SS-0452 | *Nonqualified deferred compensation (NQDC) *Nonqualified stock options (NQSOs) *Incentive stock options (ISOs) *Restricted stock/restricted stock units (RSUs) *Stock appreciation rights (SARs) and phantom stock *Employee stock purchase plans (ESPPs) *Applicable tax forms and schedules *Stock sale reporting *Estimated taxes *Filing deadlines and extensions *State taxation | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Tax Research (Self-Study) (25SS-0453)25SS-0453 | *Tax code hierarchy*Organization of an Internal Revenue Code section*Special rules for IRC citation*Citing other primary authority*Private letter rulings*Primary vs. secondary authority*Secondary sources of authority*Steps in the tax research process*Research memoranda | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Taxation of Partnership Distributions and Sales of Partnership Interests (Self-Study) (25SS-0454)25SS-0454 | *Types of partnership distributions*Liquidating partnership distributions*Basis of property distributed by a partnership*Special basis adjustments under Section 732(d)*Abandoned and worthless partnership interests*Section 751(a) exchange*Transactions between partners and their partnerships*Disguised sales*Section 736(a) and (b) payments | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Taxation of the Mobile Workforce (Self-Study) (25SS-0455)25SS-0455 | *What states do not have an income tax? What is the relevance to employers?*Where does an employer have an obligation to withhold state taxes for an employee?*At what point does an employee become a resident?*Where is unemployment paid for an out of state employee? | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Taxation of the Mobile Workforce (Self-Study) (25SS-0456)25SS-0456 | *What states do not have an income tax? What is the relevance to employers?*Where does an employer have an obligation to withhold state taxes for an employee?*At what point does an employee become a resident?*Where is unemployment paid for an out of state employee? | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Technical Business Practice Issues and Tax Forms for Experienced Practitioners (Self-Study) (25SS-0457)25SS-0457 | *Schedules K-2 and K-3 and filing exceptions*Form 7203*IRS Tax Pro Account*IRS modernization initiatives*Information Returns Intake System (IRIS)*Identity Theft warnings*IRS guidance for the marijuana industry*"Recycled" Form 1099-NEC to report nonemployee compensation*Form 1065 steps for reporting capital*Centralized audit regime; late filing penalties and small partnership relief*"Substance over Form" argument of shareholder loans*Advanced study of "At-Risk" loans*Employer W-2 correction requests*White House 2025 Budget Points*Don't get caught watching the paint dry -- What is hot and new*What is terminating S Corporations today?*Special allocation issues of Section 704*Final regulations for allocating depreciation recapture to partners and members of LLCs | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Technical Business Practice Issues and Tax Forms for Experienced Practitioners (Self-Study) (25SS-0458)25SS-0458 | *Schedules K-2 and K-3 and filing exceptions*Form 7203*IRS Tax Pro Account*IRS modernization initiatives*Information Returns Intake System (IRIS)*Identity Theft warnings*IRS guidance for the marijuana industry*"Recycled" Form 1099-NEC to report nonemployee compensation*Form 1065 steps for reporting capital*Centralized audit regime; late filing penalties and small partnership relief*"Substance over Form" argument of shareholder loans*Advanced study of "At-Risk" loans*Employer W-2 correction requests*White House 2025 Budget Points*Don't get caught watching the paint dry -- What is hot and new*What is terminating S Corporations today?*Special allocation issues of Section 704*Final regulations for allocating depreciation recapture to partners and members of LLCs | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Technical Individual Practice Issues and Tax Forms for Experienced Practitioners (Self-Study) (25SS-0459)25SS-0459 | *What's NEW for this year -- Items all practitioners must know*Form 1040 and Schedules 1 - 3*1099-K reporting requirements*Qualified Business Income -- Coverage of Section 199A including the real estate safe harbor*A tour of the most recent forms changes, starting from gross income and ending with selected credits, including the latest IRS guidance on significant recent tax legislation*How will clients (and practitioners) interact with IRS in the future and how the pandemic is steering the IRS to ramp up with digital communication efforts*Hot developments and current areas of interest*Virtual Currency and Digital Asset Taxation*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas*Form 6198 -- At-risk basis: Detailed case study and discussion of how this form is to be used and when it needs to be filed; learn how basis and at-risk basis are different, and why this is significant*Form 6252 -- Installment sale income: A common tax area; however, a case study and discussion of this topic includes advanced issues such as gain on reacquisition of installment sale property, including worksheets on calculating gain & tax basis of reacquired property*Form 5329 -- Additional taxes on qualified plans: Advanced study of how to avoid penalties | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Technical Individual Practice Issues and Tax Forms for Experienced Practitioners (Self-Study) (25SS-0460)25SS-0460 | *What's NEW for this year -- Items all practitioners must know*Form 1040 and Schedules 1 - 3*1099-K reporting requirements*Qualified Business Income -- Coverage of Section 199A including the real estate safe harbor*A tour of the most recent forms changes, starting from gross income and ending with selected credits, including the latest IRS guidance on significant recent tax legislation*How will clients (and practitioners) interact with IRS in the future and how the pandemic is steering the IRS to ramp up with digital communication efforts*Hot developments and current areas of interest*Virtual Currency and Digital Asset Taxation*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas*Form 6198 -- At-risk basis: Detailed case study and discussion of how this form is to be used and when it needs to be filed; learn how basis and at-risk basis are different, and why this is significant*Form 6252 -- Installment sale income: A common tax area; however, a case study and discussion of this topic includes advanced issues such as gain on reacquisition of installment sale property, including worksheets on calculating gain & tax basis of reacquired property*Form 5329 -- Additional taxes on qualified plans: Advanced study of how to avoid penalties | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Technology Trends and Hot Topics Impacting the Accounting Profession (Self-Study) (25SS-0461)25SS-0461 | *Data-driven decision-making processes*Top technology trends and related risks, including cloud computing, AI, ChatGPT, RPA, and blockchain applications*Fraud statistics and cyber threats*Common IT security risks and controls*Requirements of SAS 142*Use of analytical procedures on professional engagements | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Technology Trends and Risks of Interest to CPAs (Self-Study) (25SS-0462)25SS-0462 | *Data-driven decision making processes
*Top technology trends and related risks, including cloud computing, AI, RPA, and blockchain applications
*Common IT security risks and controls
*Requirements of SAS 142
*Use of analytical procedures on professional engagements | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Testing Internal Control and Reporting Deficiencies (Self-Study) (25SS-0463)25SS-0463 | *Refresher on understanding internal controls*When testing internal controls is required*When testing of internal controls is an effective strategy to reduce substantive testing*Designing tests of controls*Responses when deviations are discovered in the design or operating effectiveness of internal control | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's The 10 Must-Know Excel Features (Self-Study) (25SS-0464)25SS-0464 | *Using Excel tables for efficient data management, including sorting, filtering, and structured references, to manage data more effectively*Using custom sorting options to organize data in a way that best suits your needs, enhancing data readability and analysis*Using XLOOKUP for advanced data retrieval, allowing you to extract specific data from extensive datasets with ease*Using the SUBTOTAL function, a versatile tool for calculating data in visible cells, ideal for analyses that require dynamic calculations*Using SUMIF and SUMIFS functions for conditional summing, crucial for precise budgeting, expense tracking, and financial reporting*Using array formulas to perform multiple calculations on one or more items in an array, enhancing the efficiency of complex accounting computations*Implementing data validations to ensure data integrity and prevent errors in financial data entry, a critical skill for maintaining accurate accounting records*Using slicers for interactive data segmentation in tables and PivotTables, enabling accountants to quickly filter and analyze specific subsets of financial data*Applying conditional formatting to highlight critical financial data points, trends, and variances, making data analysis and interpretation more intuitive*Introducing PivotTables, one of the most powerful Excel features, for summarizing, analyzing, and presenting large sets of financial data in a digestible format | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's The Basics of Nonprofit Financial Reporting (Self-Study) (25SS-0465)25SS-0465 | *The basic financial statements that nonprofits prepare *Best practices for nonprofit reporting*Tailoring the financial statements to fit the nonprofit | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's The CMA's Guide to Project Management (Self-Study) (25SS-0466)25SS-0466 | *Establishing a system: identifying forces that support the status quo; setting milestones and goals; the role of the CMA*Necessary first steps: set a framework for the project's activities; identify needed resources; obtain support; decide on a structure; establish a team for a specific project; identify necessary team skill sets*Project evaluation: analytical tools, strategic evaluation; sources of risk*Maintaining focus: monitoring and measuring results; keeping to the project's scope*Avoiding frequent traps: sunk costs; financing pitfalls; project creep; tunnel vision; failure to integrate the team's work internally and/or the final project with the remaining organization *Introduction and examples of analytical tools throughout the session: mapping; CPM; Gantt charts; benchmarking; Pareto analysis; PESTLE analysis; valuation techniques; post-completion evaluations | |
| Self-Study | | On-Demand | 2 CPE (1 tech, 1 non-tech) | |
| Surgent's The Complete Guide to Liquidation of Business Entities (Self-Study) (25SS-0467)25SS-0467 | *The impact of recent legislation*Unique planning opportunities and tax traps involved in the liquidation of a business entity*Installment sales and the big hurdles to favorable tax treatment in liquidation*Form 966 and its importance*An analysis of liquidation timing*Strategies to pursue in light of the tax rates on dividends and capital gains*The special problems of liquidating subchapter S Corporations*Key planning issues and benefits in liquidating partnerships and limited liability companies*Expansion of the carried interest provisions of Rev. Proc. 93-27 | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's The Complete Guide to Payroll Taxes and 1099 Issues (Self-Study) (25SS-0468)25SS-0468 | *Payroll tax requirements for wages, including wages subject to the .9 percent tax, employee benefits and reimbursements, nonqualified deferred compensation, stock options, and tips*Fringe benefits issues, such as health insurance, life insurance, cafeteria plan benefits, accountable and non-accountable plans, standard mileage rates, and per diem rates*Special issues -- Using a common paymaster, how to file W-2s after a takeover, merger, or acquisition, and state and local tax withholding*Statutory employees, independent contractors, and possible changes to Section 530 relief*Penalties -- Who is a responsible person?*Expenses and gross-up calculations*Pension issues and payroll taxes including SIMPLE plans, and Section 401(k) and pension distributions*The Electronic Federal Tax Payment System (EFTPS)*Forms I-9, W-9, W-2, 1099, 1099-NEC, SS-8, and 940*Understanding payroll tax responsibilities in the gig economy | |
| Self-Study | | Downloadable PDF | 16 CPE (16 tech, 0 non-tech) | |
| Surgent's The Complete Guide to Payroll Taxes and 1099 Issues (Self-Study) (25SS-0469)25SS-0469 | *Payroll tax requirements for wages, including wages subject to the .9 percent tax, employee benefits and reimbursements, nonqualified deferred compensation, stock options, and tips*Fringe benefits issues, such as health insurance, life insurance, cafeteria plan benefits, accountable and non-accountable plans, standard mileage rates, and per diem rates*Special issues -- Using a common paymaster, how to file W-2s after a takeover, merger, or acquisition, and state and local tax withholding*Statutory employees, independent contractors, and possible changes to Section 530 relief*Penalties -- Who is a responsible person?*Expenses and gross-up calculations*Pension issues and payroll taxes including SIMPLE plans, and Section 401(k) and pension distributions*The Electronic Federal Tax Payment System (EFTPS)*Forms I-9, W-9, W-2, 1099, 1099-NEC, SS-8, and 940*Understanding payroll tax responsibilities in the gig economy | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's The Complete Trust Workshop (Self-Study) (25SS-0470)25SS-0470 | *Timely coverage of breaking tax legislation*Guide to legislative changes and their impact on trust planning*Introduction to trusts with emphasis on typical provisions*Revocable living trusts*Common testamentary trust arrangements -- Bypass trusts, QTIP trusts, and other marital trusts*Asset protection trusts*Sophisticated trusts for estate planning and asset transfer -- GRATs, GRUTs, and QPRTs*Charitable trusts -- Charitable remainder trusts, charitable lead trusts, and pooled income funds*Irrevocable life insurance trusts*Medicaid trusts: special needs and Miller*Trusts for minors -- Sections 2503(b) and 2503(c), and other trusts*Dynasty trusts*Section 461(l) as applied to trusts and estates*Trusts to hold S Corporation stock*Special problems of estates and trusts relating to the 3.8-percent tax on investment income and specific solutions*Increased scrutiny of donor advised funds | |
| Self-Study | | Downloadable PDF | 16 CPE (16 tech, 0 non-tech) | |
| Surgent's The Essential Guide to SEC Form 10-K: Compliance, Disclosures and Best Practices (Self-Study) (25SS-0471)25SS-0471 | *Comparison with other SEC filings*Overview of the Securities Exchange Act of 1934*Purpose and importance of MD&A*Risk factors, controls, and corporate governance disclosures | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's The Essential Multistate Tax Update (Self-Study) (25SS-0472)25SS-0472 | *Employees working in multiple states: Withholding issues (when to start and where to withhold) special issues depending on type of tax assessed in the state or locality*Emerging sales tax topics: Elimination of the physical presence standard in determining nexus (Wayfair case); economic nexus for remote sellers; assisting remote sellers in determining a plan of action in states that enforce economic nexus*Emerging compliance issues in the new sales tax economy*Income Tax (and other forms of tax): Economic nexus (taxation without physical presence)*Will states shift away from income tax and increase reliance on sales tax after Wayfair?*Treatment of Tax Cuts and Jobs Act by the states: presence of intangible property; is P.L. 86-272 still valid?*Pass-through problems: Nexus issues for interest owners *Treatment of the 199A deduction for pass through entities by states: Withholding issues*Practical considerations in dealing with multistate taxation: Dealing with state nexus questionnaires *When to consider voluntary compliance: Responsibility of officers, members, partners, and shareholders; planning ideas and opportunities; updates on pending federal legislation relative to state tax | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's The Essential Multistate Tax Update (Self-Study) (25SS-0473)25SS-0473 | *Employees working in multiple states: Withholding issues (when to start and where to withhold) special issues depending on type of tax assessed in the state or locality*Emerging sales tax topics: Elimination of the physical presence standard in determining nexus (Wayfair case); economic nexus for remote sellers; assisting remote sellers in determining a plan of action in states that enforce economic nexus*Emerging compliance issues in the new sales tax economy*Income Tax (and other forms of tax): Economic nexus (taxation without physical presence)*Will states shift away from income tax and increase reliance on sales tax after Wayfair?*Treatment of Tax Cuts and Jobs Act by the states: presence of intangible property; is P.L. 86-272 still valid?*Pass-through problems: Nexus issues for interest owners *Treatment of the 199A deduction for pass through entities by states: Withholding issues*Practical considerations in dealing with multistate taxation: Dealing with state nexus questionnaires *When to consider voluntary compliance: Responsibility of officers, members, partners, and shareholders; planning ideas and opportunities; updates on pending federal legislation relative to state tax | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's The Latest and Greatest Excel Features (Self-Study) (25SS-0474)25SS-0474 | *Overview of the latest updates in Excel, focusing on their purpose and potential impact on efficiency and productivity*New automation tools, including features that streamline repetitive tasks and data analysis*Fuzzy matching of textual data in Microsoft Excel*Features that help to efficiently use data | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's The Most Critical Challenges in Governmental Accounting Today (Self-Study) (25SS-0475)25SS-0475 | *The 2024 implementation of GASB No. 100 on accounting changes and error corrections*The end of 2024 application of GASB No. 101 addressing compensated absences*Additional recently issued GASB standards and projects | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's The Most Critical Challenges in Governmental Accounting Today (Self-Study) (25SS-0476)25SS-0476 | *The 2024 implementation of GASB No. 100 on accounting changes and error corrections*The end of 2024 application of GASB No. 101 addressing compensated absences*Additional recently issued GASB standards and projects | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's The Most Critical Challenges in Not-for-Profit Accounting Today (Self-Study) (25SS-0477)25SS-0477 | *Lessons learned (and lessons remaining) for the implementation of FASB ASC 842, Leases, and the new requirements related to contributions of nonfinancial assets in ASU No. 2020-07*Solving contribution conundrums (e.g., conditional contributions, restricted contributions, contributed services, etc.)*Additional issues in not-for-profit financial reporting | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's The Most Critical Challenges in Not-for-Profit Accounting Today (Self-Study) (25SS-0478)25SS-0478 | *Lessons learned (and lessons remaining) for the implementation of FASB ASC 842, Leases, and the new requirements related to contributions of nonfinancial assets in ASU No. 2020-07*Solving contribution conundrums (e.g., conditional contributions, restricted contributions, contributed services, etc.)*Additional issues in not-for-profit financial reporting | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's The Nimble Business: How to Thrive in a Rapidly Changing World (Self-Study) (25SS-0479)25SS-0479 | *Old and new style of planning*The attitude and culture of being nimble*Planning at the department level*Planning and risk management*Technology planning*Reinventing the organization for speed | |
| Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | |
| Surgent's The Risks and Benefits of ChatGPT and Artificial Intelligence (Self-Study) (25SS-0480)25SS-0480 | *What are AI tools?*Where are we with AI tool development?*What is ChatGPT?*ChatGPT -- what kind of queries are possible?*Copyright and intellectual property issues*Benefits of AI tools*Concerns with AI tools*Impact on business use of AI*Policy on AI tools | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's The Role of the Whistle-Blower (Self-Study) (25SS-0481)25SS-0481 | *Understanding whistle-blowing*When should you blow the whistle?*Types of whistle-blower channels*The whistle-blower's dilemma*Successful whistle-blower letters*When is whistle-blowing unethical?*Laws to protect whistle-blowers*Ten whistle-blowing myths | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's The Top Five Tax Issues in Dealing with LLCs and Partnerships (Self-Study) (25SS-0482)25SS-0482 | *Self-employment tax issues: what you can and cannot do*Capital accounts: book vs. tax issues*Determining basis: key issues and technical analysis in calculating basis*Dealing with debt: recourse, nonrecourse, and why it matters*Guaranteed payments, distributive shares, and draws: understanding the difference | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's The Yellow Book Performance and Reporting Requirements for a Financial Audit (Self-Study) (25SS-0483)25SS-0483 | *How Yellow Book financial audits differ from GAAS audits and single audits*The Yellow Book performance and reporting requirements related to internal control and compliance*The requirements for reporting Yellow Book audit findings | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's The Yellow Book Performance and Reporting Requirements for Attestation Engagements (Self-Study) (25SS-0484)25SS-0484 | *How Yellow Book attestation engagements differ from engagements performed solely under the AICPA requirements*The Yellow Book performance and reporting requirements related to attestation engagements and reviews of financial statements | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's This Year's Best Income Tax, Estate Tax and Financial Planning Ideas (Self-Study) (25SS-0485)25SS-0485 | *Timely coverage of breaking tax legislation, including the SECURE 2.0 Act and Inflation Reduction Act provisions applicable to individuals*Changes to the lifetime estate tax exemption in light of proposed regulations*Considerations when selling a principal residence*Tax benefits of HSAs*An overview of the mechanics and practical considerations of Donor Advised Funds*Virtual currency and digital assets*The Corporate Transparency Act and FinCEN Beneficial Ownership Information reporting*The best new income tax and estate-planning ideas*The changing Social Security landscape: long-term solvency issues and what it means for retirement planning*Creative charitable giving strategies*Financial planning strategies*Maximizing retirement plan benefits*Using intentionally defective grantor trusts*Miscellaneous tax-planning techniques that can add up to significant tax savings*How to use the whole family for tax savings*Life insurance*Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings | |
| Self-Study | | Downloadable PDF | 16 CPE (16 tech, 0 non-tech) | |
| Surgent's This Year's Top Tax and Financial Planning Ideas (Self-Study) (25SS-0486)25SS-0486 | *Timely coverage of breaking tax legislation, including the SECURE 2.0 Act and Inflation Reduction Act provisions applicable to individuals*Changes to the lifetime estate tax exemption by the TCJA in light of April 2022 proposed regulations*Considerations when selling a principal residence*Tax benefits of HSAs*An overview of the mechanics and practical considerations of Donor Advised Funds*Virtual currency and digital assets*The Corporate Transparency Act and FinCEN Beneficial Ownership Information reporting*An update on income tax and estate-planning ideas, including any recent changes*Tax ideas for the current year*Miscellaneous tax-planning techniques that can add up to significant tax savings*How to use the whole family for tax savings*Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Time Management for Professionals (Self-Study) (25SS-0487)25SS-0487 | *Managing interruptions*The role of activity logs, to-do lists and a priority matrix*The psychology of time management*Staying on track of your time management plan*Controlling procrastination*Blocking out time*Creating an effective time management plan | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Top 10 Technology Risks and Trends Every CPA Should Know (Self-Study) (25SS-0488)25SS-0488 | *The benefits and challenges of implementing a data-driven decision making process*Significant tends in technology, including: Cloud computing; Data analytics; Artificial intelligence *Workplace changes due to data disruption*The importance of securing client data*Common cyber-security threats | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties: Updated for the NEW Proposed RMD Regulations (Self-Study) (25SS-0489)25SS-0489 | *Coverage of applicable provisions of SECURE Act 2.0 *What is a required minimum distribution for an account owner?*What is a required minimum distribution for a beneficiary IRA?*Key explanations of RMD regulations*The types of accounts that are subject to the required minimum distribution rules *The parties that are subject to the required minimum distribution rules*Exceptions and special considerations for required minimum distributions*Rollover and transfer rules in an RMD year*The various responsibilities for interested parties*Qualified charitable distributions and how they are coordinated with RMDs and IRA contributions *How the 10-year rule works for certain beneficiaries | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Top Business Tax Planning Strategies (Self-Study) (25SS-0490)25SS-0490 | *Electronic filing requirements for information returns*Form 1099 E-File Portal*Prevailing wage and registered apprenticeship requirements*Monetizing energy credits*Amortization of research and experimental expenditures*New rules impacting required minimum distributions *Contributions to Roth "catch-up" plans*Compliance issues regarding the Employee Retention Tax Credit *Preparing for the implementation of the Corporate Transparency Act*Section 179 and bonus depreciation | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Top Individual Tax Planning Strategies (Self-Study) (25SS-0491)25SS-0491 | *Impact of higher interest rates on individual income taxpayers*Using a health savings account as a retirement account*Making use of net Section 1231 losses to offset ordinary income*When individuals can take casualty losses, including loss on a personal residence due to casualty*Avoiding or limiting gain on sale of a personal residence*Taking advantage of the mortgage interest deduction *Avoiding the individual alternative minimum tax *Business loss limitation provisions impacting individuals*Broker basis reporting of digital assets*New IRS guidance on transfer of clean vehicle credits*Residential clean energy credits | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Top Ten Questions from Partnership Clients Regarding the Section 754 Election (Self-Study) (25SS-0492)25SS-0492 | *How does a partner compute his or her basis in a partnership? *What is the difference between a partner's inside and outside basis?*What is the difference between a partner's capital account and partner's outside basis?*How does Section 732(d) impact the buyer of a partnership interest?*How does a partnership report a Section 754 election on the partnership's tax return?*How does a partnership make a Section 754 election?*How does a partnership make a Section 743(b) adjustment?*How does a partnership make a Section 734(b) adjustment?*How is a Section 743(b) adjustment or Section 734(b) adjustment allocated to the assets of a partnership?*How is a Section 743(b) adjustment allocated within the class of ordinary income property and capital gain property? | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Transitioning to the Accounting Profession (Self-Study) (25SS-0493)25SS-0493 | *The AICPA Code of Professional Conduct*The Conceptual Framework for Independence*Safeguarding independence when performing both attest and non-attest services*How to handle ethical dilemmas commonly faced by new professionals*Role of accounting professionals in public accounting and in industry*Characteristics common to high performing accounting professionals | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's U.S. GAAP vs. IFRS: Rev Rec and Business Combinations (Self-Study) (25SS-0494)25SS-0494 | *Determining the acquisition date*Recognizing and measuring the identifiable assets acquired, the liabilities assumed, and any noncontrolling interest in the acquiree*Acquisition of contingencies*Noncontrolling interests*Recognizing and measuring goodwill or gain from a bargain purchase*Measurement period adjustments*Performance obligations in the Contract*Noncash considerations*Presentation of sales taxes*Impairment reversal of capitalized contract costs*Interim disclosures | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's U.S. Taxation of Foreign Corporations: A Case Study Approach (Self-Study) (25SS-0495)25SS-0495 | *Understand how to approach and analyze the U.S. taxation of foreign corporations*Using an example, calculate GILTI, Subpart F, and PFIC income inclusions for an individual and C Corporation*Determine how much foreign tax credit can be claimed against such income inclusions*Determine how subsequent dividend distributions from the foreign corporation are taxed*Calculate capital gain on the disposition of the foreign corporation*Discuss the impact of Section 962 election*Compare different outcomes under GILTI, Subpart F, and PFIC regimes for individuals and corporations*Identify basic strategies for managing tax liabilities related to foreign corporations | |
| Self-Study | | On-Demand | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's UiPath: Step into RPA (Self-Study) (25SS-0496)25SS-0496 | *Overview of RPA *Understanding UiPath platform components *Hands-on application through automation project | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Understanding and Managing Burnout Among Accounting and Finance Professionals (Self-Study) (25SS-0497)25SS-0497 | *The causes of burnout in the accounting profession *Effects of burnout on employee well-being*Strategies to protect employee well-being in a highly demanding profession*Organizational costs associated with employee burnout *Tools used to measure employee well-being | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Understanding and Testing Control and Compliance in a Single Audit (Self-Study) (25SS-0498)25SS-0498 | *The essential internal control concepts applied in a single audit*How the auditor obtains an understanding of controls over compliance and then tests the effectiveness of those controls in a single audit*How the auditor plans and performs tests of compliance in a single audit*The identification and reporting of control and compliance findings | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Understanding and Testing Control and Compliance in a Single Audit (Self-Study) (25SS-0499)25SS-0499 | *The essential internal control concepts applied in a single audit*How the auditor obtains an understanding of controls over compliance and then tests the effectiveness of those controls in a single audit*How the auditor plans and performs tests of compliance in a single audit*The identification and reporting of control and compliance findings | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Understanding and Testing General Information Technology Controls (Self-Study) (25SS-0500)25SS-0500 | *Defining GITC and application controls*Major categories of GITC*Understanding GITC*Testing GITC | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding Derivatives and Hedge Accounting: A Simplified Guide for CPAs (Self-Study) (25SS-0501)25SS-0501 | *Common types of derivatives*Hedging vs. Speculation*Market risk, credit risk, liquidity risk | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding How the IRS Rewards Whistleblowers (Self-Study) (25SS-0502)25SS-0502 | *Overview of the law that authorizes the IRS to reward whistleblowers who submit information leading to recovery*Review of the whistleblower claim process*Criteria for eligible claims*Case studies of significant claim recoveries paid by the IRS to whistleblowers*Issues underlying whether a practitioner should ever act as the whistleblower*Addressing delays inherent in the whistleblower claim process*The structure and role of the Whistleblower Office*Best practices for the submission of a good whistleblower claim*Working with other governmental divisions in processing whistleblower claims*A brief overview of other, non-IRS whistleblower claims | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding Non-Compete Agreements (Self-Study) (25SS-0503)25SS-0503 | *Review of the current legal and regulatory framework surrounding non-compete agreements*Enforcement of non-compete agreements from the employer's perspective*Opposing enforcement of non-compete agreements from the employee's perspective*Understanding reasonable geographic scope and time limitations for non-compete agreements*Understanding key issues that arise during enforcement and opposition to enforcement of non-compete agreements | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding Partnership Taxation: Debt Allocations (Self-Study) (25SS-0504)25SS-0504 | *Recourse debt allocations*Constructive liquidation scenarios*Nonrecourse debt allocations*Minimum gains and nonrecourse deductions*Section 704(c) gains*Allocations under 704(c) | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding Partnership Taxation: PTE Elections, 754 Elections and Selling a Partnership Interest (Self-Study) (25SS-0505)25SS-0505 | *Notice 2020-75: PTE elections*What is a 754 election?*What if a 754 election is not in effect?*Tax implications of a partnership interest sale on the seller*Look-through provisions | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding Partnership Taxation: Types of Basis, Contributions and Distributions (Self-Study) (25SS-0506)25SS-0506 | *Three different types of basis*Contributions of property*IRC 704(b) -- Capital Accounts and Special Allocations*Contributions of property and debt*Contributions of services*IRS Notice 2020-43 | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes (Self-Study) (25SS-0507)25SS-0507 | *Reasonable compensation*Fringe benefits for S Corporation shareholders*Built-in gains tax*Excess passive income tax*Notice 2020-75: PTE elections | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions and Selling Shares (Self-Study) (25SS-0508)25SS-0508 | *Making an S Corporation election and late filing relief*Disproportionate distributions*Selling S Corporation shares*Redemption rules | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding S Corporation Taxation: Shareholder Basis, AAA and Retained Earnings (Self-Study) (25SS-0509)25SS-0509 | *S Corporation earnings layers*Observations on earnings layers*S Corporation basis calculation*IRC 351 transactions*Four loss tiers*Appreciated property distributions | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding the High-Stakes Mega Issues in A&A Today (Self-Study) (25SS-0510)25SS-0510 | *Accounting and operational impacts of adopting Topic 606*Accounting and operational impacts of adopting ASU No. 2016-02*Impairment of both financial and non-financial assets*Accounting for debt restructurings | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Understanding the High-Stakes Mega Issues in A&A Today (Self-Study) (25SS-0511)25SS-0511 | *Technology trends impacting the accounting profession*Going concern accounting and reporting issues*ASC Topic 842, Leases, implementation challenges, and ongoing accounting*Engagement quality update | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Unique Tax Attributes of Different Entity Types (Self-Study) (25SS-0512)25SS-0512 | *Considerations for a small business owner*Self-employment taxes*Guaranteed payments to partners*QBI deductions: Section 199A*Built-in gains tax: S Corporations*Excess passive income tax: S Corporations*PTE elections: S Corporations and partnerships*Taxation of fringe benefits: S Corporations*Double taxation of C Corporation dividends*Taxation of limited liability companies*Which entity to choose? | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Update on Recent AICPA Standard Setting: Staying Current in a Changing Environment (Self-Study) (25SS-0513)25SS-0513 | *AICPA hot topics and standard setting initiatives*Discussion of suite of nine integrated SASs effective for years ended December 31, 2021*Discussion of the standard on audit evidence effective for years ended December 31, 2022*Discussion of the standard on auditing accounting estimates and disclosures effective as of December 31, 2023*Discussion of the two standards on use of specialists and information from a pricing service, and the newly updated risk assessment standard effective for years ended December 31, 2023*Discussion of standards that are effective beginning in 2025, including those dealing with client acceptance and questions asked of the predecessor auditor, the partner's responsibility for engagement quality, group audits, conforming changes to compliance auditing, and more | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Update on Recent AICPA Standard Setting: Staying Current in a Changing Environment (Self-Study) (25SS-0514)25SS-0514 | *AICPA hot topics and standard setting initiatives*Discussion of suite of nine integrated SASs effective for years ended December 31, 2021*Discussion of the standard on audit evidence effective for years ended December 31, 2022*Discussion of the standard on auditing accounting estimates and disclosures effective as of December 31, 2023*Discussion of the two standards on use of specialists and information from a pricing service, and the newly updated risk assessment standard effective for years ended December 31, 2023*Discussion of standards that are effective beginning in 2025, including those dealing with client acceptance and questions asked of the predecessor auditor, the partner's responsibility for engagement quality, group audits, conforming changes to compliance auditing, and more | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Update on the AICPA's Enhancing Audit Quality Initiative (Self-Study) (25SS-0515)25SS-0515 | *Status of the AICPA's Enhancing Engagement Quality initiative
*Recent Peer Review results
*Common peer review findings | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Update on the SECURE 2.0 Act (Self-Study) (25SS-0516)25SS-0516 | *Automatic enrollment requirements for 401(k) plans*Change in the credit for small employer pension plan startup costs *$2,000 saver's match*Changes in pooled employer plans*Multiple employer 403(b) plans*Increase in age for required beginning date for mandatory distributions*Indexing IRA catch-up limit*Higher catch-up limit to apply at age 60, 61, 62, and 63*Treatment of student loan payments as elective deferrals for purposes of matching contributions*Application of credit for small employer pension startup costs to employers who join an existing plan*Small immediate financial incentives for contributing to a plan*Withdrawals for certain emergency expenses*Starter 401(k) plans for employers with no retirement plans*Improving coverage for part-time workers*Recovery of retirement plan overpayments*Tax treatment of IRAs involved in a prohibited transaction*Clarification of substantially equal periodic payment rule | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Using ChatGPT with Excel (Self-Study) (25SS-0517)25SS-0517 | *Introduction to ChatGPT and other AI (artificial intelligence) language models*Discussion of best practices for using ChatGPT with Excel*Use ChatGPT to create, debug, and explain formulas*Use ChatGPT to learn how to use Excel features*Use ChatGPT to automate repetitive tasks in Excel*Use ChatGPT to easily create macros | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Using the Work of a Specialist and Internal Audit (Self-Study) (25SS-0518)25SS-0518 | *Using the work of management's specialist*Using the work of the auditor's specialist*Using the work of internal audit*Using the work of a pricing service | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's What in the FASB Were They Thinking! Not-for-Profits and Leases (Self-Study) (25SS-0519)25SS-0519 | *Evaluating whether a contract meets the definition of a lease*Properly calculating the lease term*Determinations and decisions to be made with regard to short-term leases*Distinguishing operating leases from finance leases | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's What in the GASB Were They Thinking! Governments and Leases (Self-Study) (25SS-0520)25SS-0520 | *Evaluating whether a contract meets the definition of a lease*Properly calculating the lease term*Determinations to be made with regard to short-term leases | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's What Tax Practitioners Need to Know About Medicare (Self-Study) (25SS-0521)25SS-0521 | *Eligibility for Medicare *How to apply for Medicare *Introduction to Parts A, B, C, and D of Medicare *Payments for Parts B and D of Medicare: the higher costs imposed on higher income beneficiaries *Late enrollment penalties *Medicare Advantage in lieu of original Medicare *The Affordable Care Act's impact on Medicare*Legislative and regulatory developments | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's What You Need to Know About ASC 842, Leases (Self-Study) (25SS-0522)25SS-0522 | *ASU No. 2016-02, Leases (Topic 842)
*Overall lease accounting guidance
*Lessor Accounting 101
*Detailed review of accounting by lessees
*Updates to the lease accounting guidance | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Why Do They Do It? The Psychology of Fraud (Self-Study) (25SS-0523)25SS-0523 | *The fraud triangle*The truth default theory*The concept of cognitive dissonance*Confirmation bias*Availability | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Why People Quit: A Look at Accounting and Other Professionals (Self-Study) (25SS-0524)25SS-0524 | *Why employee retention matters*Management's thoughts on turnover*Techniques employers use to retain and grow their employees*Aspects of employment that matter most to employees*Factors that contribute to employee turnover in accounting and finance professions | |
| Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | |
| Surgent's Winning the Fraud Battle in the Digital Age: Prevention and Detection (Self-Study) (25SS-0525)25SS-0525 | *The price of fraud -- ACFE's Report to the Nations and ancillary costs*The current economy -- microeconomics and analysis*COSO internal control framework, particularly Principle 1 (integrity/ethics) and Principle 8 (fraud risk assessments)*Power of morale -- shrinking the fraud triangle and employee motivation*Deviant workplace behavior*Historic schemes*Why good folks go bad -- interesting findings and red flags*Combating fraud with controls*Controls used by fraud victim organizations and suggestions for better implementation*Fraud's new frontier*Corporate social, environmental, governance, and equity/inclusion reports and audits | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Winning the Fraud Battle in the Digital Age: Prevention and Detection (Self-Study) (25SS-0526)25SS-0526 | *The price of fraud -- ACFE's Report to the Nations and ancillary costs*The current economy -- microeconomics and analysis*COSO internal control framework, particularly Principle 1 (integrity/ethics) and Principle 8 (fraud risk assessments)*Power of morale -- shrinking the fraud triangle and employee motivation*Deviant workplace behavior*Historic schemes*Why good folks go bad -- interesting findings and red flags*Combating fraud with controls*Controls used by fraud victim organizations and suggestions for better implementation*Fraud's new frontier*Corporate social, environmental, governance, and equity/inclusion reports and audits | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Working Remotely: Best Practices, Challenges and Opportunities (Self-Study) (25SS-0527)25SS-0527 | *Technology and workstation arrangements*Maximizing productivity*Establishing procedures that can be implemented throughout the organization*Understanding the relationship between remote work and employee retention*Effective communication strategies for staying connected with colleagues and clients*The productivity challenges unique to working from home*Time management*The importance of distinguishing between the "home office" and "home"*Data privacy concerns*Other ethical considerations that arise when working from home | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues (Self-Study) (25SS-0528)25SS-0528 | *Discuss how productivity strategies may improve work-life balance*Understand the state tax consequences that may arise when working from home*Identify and discuss challenges unique to financial professionals*Review how some organizations are providing support to improve work-life balance*Explore the role of alternative work arrangements*Examine challenges unique to auditors versus tax professionals*A comparison of work-life balance between public and industry accountants*How work-family conflict varies among financial professionals*Recommendations for improving work-life balance | |
| Self-Study | | On-Demand | 2 CPE (1 tech, 1 non-tech) | |
| Surgent's Workplace Etiquette for Young Professionals (Self-Study) (25SS-0529)25SS-0529 | *Projecting a professional presence*Verbal communication skills to elevate your message*Mastering non-verbal communication *Protocol for office settings*Building trust within the organization and with clients*Running an impactful meeting*Adding value as a meeting attendee*Executive dining etiquette strategies and tips | |
| Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | |
| Surgent's Yellow Book and Single Audits: How to Stay in Good Graces and Out of Bad Places with Your Peer Reviewer (Self-Study) (25SS-0530)25SS-0530 | *The key requirements and audit areas that peer reviewers hone in on when reviewing Yellow Book and single audit engagements*Avoiding common pitfalls seen in Yellow Book and single audits*How to improve your performance on Yellow Book and single audits while staying in good graces with your peer reviewer | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Self-Study) (25SS-0531)25SS-0531 | *Comprehensive coverage of the Inflation Reduction Act, including: The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements*Comprehensive coverage of theSECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance*Timely coverage of breaking tax legislation*Form 1099-K reporting requirements*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the 2024 DOL Final Rule*New FinCEN reporting requirements under the Corporate Transparency Act in 2024, including recently updated FAQs*Recent Employee Retention Tax Credit updates, including the limited-time reopening of the Voluntary Disclosure Program*New Form 1099-DA*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| Self-Study | | Downloadable PDF | 16 CPE (16 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Self-Study) (25SS-0532)25SS-0532 | *Comprehensive coverage of the Inflation Reduction Act, including: The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements*Comprehensive coverage of theSECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance*Timely coverage of breaking tax legislation*Form 1099-K reporting requirements*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the 2024 DOL Final Rule*New FinCEN reporting requirements under the Corporate Transparency Act in 2024, including recently updated FAQs*Recent Employee Retention Tax Credit updates, including the limited-time reopening of the Voluntary Disclosure Program*New Form 1099-DA*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Self-Study) (25SS-0533)25SS-0533 | *Comprehensive coverage of the Inflation Reduction Act, including: The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements*Comprehensive coverage of theSECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance*Timely coverage of breaking tax legislation*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the 2024 DOL Final Rule*Real Estate professional requirements*Donor-Advised Funds -- IRS Proposed Regulations and Tax Planning*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| Self-Study | | Downloadable PDF | 12 CPE (12 tech, 0 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Self-Study) (25SS-0534)25SS-0534 | *Comprehensive coverage of the Inflation Reduction Act, including: The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements*Comprehensive coverage of theSECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance*Timely coverage of breaking tax legislation*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the 2024 DOL Final Rule*Real Estate professional requirements*Donor-Advised Funds -- IRS Proposed Regulations and Tax Planning*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Self-Study) (25SS-0535)25SS-0535 | *Comprehensive coverage of the Inflation Reduction Act, including: *The Corporate Alternative Minimum Tax, The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles,Section 45L New Energy Efficient Home Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements *Principles and considerations for nonresident withholding, composite payments, and passthrough entity taxes*Comprehensive coverage of theSECURE 2.0 Act with a focus on provisions applicable to employers*Thinking beyondSection 163(j) -- Interest Allocation Rules, Original Issue Discount, Applicable High Yield Discount Obligations, Convertible Corporate Debt Instruments, and Debt-Financed Distributions*Retirements and redemptions: considerations for partnerships and S Corporations*Timely coverage of breaking tax legislation*Selected Practice and Reporting Issues: What's new?*A review of recent cases and tax law changes and IRS guidance affecting S Corporations, partnerships, limited liability companies, and limited liability partnerships*Form 1099-K reporting requirements*Bonus depreciation in 2024*Section 174 Research & Experimental Expenditures -- new guidance under Notice 2023-63 and Notice 2024-12*New FinCEN reporting requirements in 2024, including recently updated FAQs*Decentralized Autonomous Organizations (DAOs) | |
| Self-Study | | Downloadable PDF | 12 CPE (12 tech, 0 non-tech) | |
| The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (Self-Study) (25SS-0536)25SS-0536 | *Comprehensive coverage of the Inflation Reduction Act, including:*The Corporate Alternative Minimum Tax, The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles,Section 45L New Energy Efficient Home Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements*Principles and considerations for nonresident withholding, composite payments, and passthrough entity taxes*Comprehensive coverage of theSECURE 2.0 Act with a focus on provisions applicable to employers*Thinking beyondSection 163(j) -- Interest Allocation Rules, Original Issue Discount, Applicable High Yield Discount Obligations, Convertible Corporate Debt Instruments, and Debt-Financed Distributions*Retirements and redemptions: considerations for partnerships and S Corporations*Timely coverage of breaking tax legislation*Selected Practice and Reporting Issues: What's new?*A review of recent cases and tax law changes and IRS guidance affecting S Corporations, partnerships, limited liability companies, and limited liability partnerships*Form 1099-K reporting requirements*Bonus depreciation in 2024*Section 174 Research & Experimental Expenditures -- new guidance under Notice 2023-63 and Notice 2024-12*New FinCEN reporting requirements in 2024, including recently updated FAQs*Decentralized Autonomous Organizations (DAOs) | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Audits of HUD Assisted Projects (Webinar) (25WC-0071)25WC-0071 | *Audit requirements
*Audit procedures
*Requirements under HUD Consolidated Audit Guide and the Uniform Guidance | |
| 12/18/2025 | 10 a.m. - 3:30 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| K2's Budgeting and Forecasting Tools and Techniques (Webinar) (25WC-0591)25WC-0591 | *Budget-centric features in Excel
*Capital budgeting techniques
*Working with Solver and Scenario Manager in budgeting and forecasting environments
*Collaboration issues, version control, and audit history | |
| 12/15/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| Accounting Industry Update (Webinar) (25WC-0608)25WC-0608 | *FASB Technical Agenda and upcoming changes *ASUs *Implementation dates and methods *Audit quality initiatives *Changes to AICPA auditing standards; and PCAOB standards | |
| 12/18/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Accounting Analysis Basics (Webinar) (25WC-0717)25WC-0717 | *Accounting analysis and methodology *Factors influencing the quality of accounting-based financial reports *Impact of emerging business models on balance sheets *Introduction to the instructor's Open Balance Sheet | |
| 2/11/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Advanced Staff Tax Training: Individual (Webinar) (25WC-0569)25WC-0569 | *Taxation of investments *Reporting of business income and losses from pass-through entities including loss limitations *Non-income taxes that impact individual income tax returns *Retirement contributions and planning *Alternative Minimum Tax (ATM) *Social Security taxation *Charitable contribution planning with limitations | |
| 12/9/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Retirement Penalties and Rollover Issues (Webinar) (25WC-0644)25WC-0644 | *What the IRS knows: Forms 1099R and 5498 *Exceptions to the ten percent penalty *Secure 2.0 changes to the late payment penalty *History of the 60-day Rule and Recent Developments *Rulings and self-certification *Form 5329 use and strategies | |
| 1/12/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 101 Tax Planning Ideas (Webinar) (25WC-0630)25WC-0630 | *Planning opportunities in the tax formula *Different types of planning *Frequently-used planning techniques *Qualitative and quantitative considerations *The connection between tax planning and other financial planning areas, such as retirement, investment, insurance, and estate planning *Looking to the past, present, and future as we plan | |
| 1/6/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Comprehensive Passive Activity Losses (PAL) (Webinar) (25WC-0514)25WC-0514 | *Overview of the four loss limitation rules and how the PAL rules interact with the other limitations *Definition of a PAL including a detailed review of the 7 determining factors contained in the Treasury Regulations with a review of several recent court decisions that interpret this regulation *Impact of PAL rules on real estate ownership *Learn the six Nonshelterable Passive Activity (NOPA) rules that act as anti-abuse rules to the PAL rules *Discuss how the PAL rules impact tax credits *Discuss tax elections and planning techniques associated with PALs | |
| 11/20/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Form 706 Preparation Part 1: Overview Including Portability (Webinar) (25WC-0544)25WC-0544 | *Action steps in 706 preparation engagement *Filing requirements, new forms, IRS return review procedures, closing letters *Obtaining transcripts and previously filed returns *Completing introductory pages 1-4 *Worksheets provided: Summary of Estate Plan *Summary of Estate and Subtrust Funding; Beneficiary Allocation Schedule | Joseph Donita M. |
| 1/13/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Preparation, Compilations and Reviews: A Practical Workshop (Webinar) (25WC-0690)25WC-0690 | *Preparation *Compilations *Reviews | |
| 1/29/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| PFP Update: Income Tax, Retirement and Estate Planning (Webinar) (25WC-0536)25WC-0536 | *The personal financial planning process *Relevance to income tax *Retirement and estate planning concerns and solutions | |
| 11/25/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Federal Tax Update: Individual Form 1040 (Webinar) (25WC-0711)25WC-0711 | *Review of recent federal legislation and administrative rulings *Review of recent modifications to tax forms *Review of small business tax law and administrative update changes *Review of retirement plan changes *Overall review of tax practice and procedures | |
| 2/10/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| SSARS Practice Issues and Standards Update (Webinar) (25WC-0485)25WC-0485 | *Review of applicable SSARS standards, including standards updates *Review of AICPA professional ethics requirements *In-depth discussion of non-attest services *Review of independence issues for SSARS services *Overview of SSARS #21-performance, documentation and other requirements *Detailed analysis of preparation vs. compilation engagements *Detailed analysis of review engagements | |
| 11/13/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| SSARS Codification: Preparation, Compilation and Review (Webinar) (25WC-0662)25WC-0662 | *SSARS Codification requirements *SSARS engagements: preparation of financial statements, compilation of financial statements and proforma financial information *Review of financial statements *Overview coverage of the amendments to the SSARS contained in SSARS 26 | |
| 1/21/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Estate Planning: A Comprehensive Overview (Webinar) (25WC-0666)25WC-0666 | *Intestate succession and probate administration *Holding title to assets *Lifetime asset transfers and testamentary asset transfer planning *Structures to avoid or minimize transfer taxes *Living trusts, including A-B and A-B-C, life insurance trusts, terminating irrevocable trusts, use of trust protectors, trust administration during incapacity and post-mortem | |
| 1/21/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Understanding and Creating an Internal Control System (Webinar) (25WC-0576)25WC-0576 | *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 | |
| 12/10/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| January 2026 AI Update: ChatGPT, Prompt Query and what's Coming (Webinar) (25WC-0685)25WC-0685 | *Recent changes in major AI languages and their uses *New developments in chatbot and prompt query tools for CPAs *Major AI breakthroughs in the past 6 months *Recommended AI tools for CPAs | |
| 1/28/2026 | 12 - 1:30 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Federal Tax Update: Individual Form 1040 (Webinar) (25WC-0642)25WC-0642 | *Review of recent federal legislation and administrative rulings *Review of recent modifications to tax forms *Review of small business tax law and administrative update changes *Review of retirement plan changes *Overall review of tax practice and procedures | |
| 1/8/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Emerging Issues in Financial Accounting (Webinar) (25WC-0584)25WC-0584 | *Are we equipped to deal with a resurgence in financial accounting fraud *Private company accounting standards, options and elections *The latest on crypto and ESG *Accounting and auditing for SAAS arrangements, impairments and going-concern, and debt modification accounting *FASB and PCC agenda | |
| 12/12/2025 | 11 a.m. - 1:30 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Comprehensive S Corporation Taxation Form 1120S (Webinar) (25WC-0650)25WC-0650 | *Learn how to qualify and to make the S Corporation election *Determine how to calculate initial and annual stock and debt basis amounts and the three reasons why they are maintained *Understand the four loss limitation rules applied on the shareholder's individual income tax return (i.e., basis, at-risk, passive, and excess business loss limitations) *Understand the proper tax treatment and reporting of a distribution from the S Corporation to a shareholder *Determine how to calculate AAA and OAA account for an S Corporation as well as the 3 potential taxes *Determine the impact of health insurance, the net investment income tax, qualified business income tax deduction and unreasonable compensation issues on the reporting function of the S Corporation | |
| 1/14/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Auditing Standards: A Comprehensive Review (Webinar) (25WC-0749)25WC-0749 | *Efficient audit planning, documentation and research *Risk assessment procedures relate control risk to substantive testing and reduce the risk of lawsuits *Fraud requirements *Testing management's estimates *Auditing standards | |
| 3/4/2026 | 10 a.m. - 5:30 p.m. | Online | 16 CPE (16 tech, 0 non-tech) | |
| IRAs: Traditional, Roth, SEP and SIMPLE (Webinar) (25WC-0510)25WC-0510 | *An emphasis on newly enacted tax legislation affecting IRAs., including the NEW final required minimum distribution (RMD) regulations *Contribution limits to and tax treatment of distributions from Traditional, Roth, SEP and SIMPLE IRAs *Deductible phase-out limits for Traditional IRA contributions for taxpayers who are active participants in qualified retirement plans *Roth IRA contribution phase-out limits, as well as tax-free qualified distributions *Planning opportunities for conversions to ROTH IRAs *Rollover rules to/from different retirement accounts and the one-rollover-per-year limitation *The different options of receiving IRA distributions before age 59 1/2 and avoiding the 10% early distribution penalty (including substantially equal periodic payments) *The required minimum distribution (RMD) rules from IRAs needed to avoid the 50% penalty after the account owner turns age 72 or dies *The tax ramifications of spouse and non-spouse beneficiaries and how this affects the RMD calculation after the account owner's death *Overview of health savings account (HSA) eligibility rules, contribution limits and distribution rules | |
| 11/19/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Financial Statement Analysis for Managers (Webinar) (25WC-0634)25WC-0634 | *Pros/cons of ratio analysis *Cash flow analysis *Operating leverage vs. financial leverage *Effective financial performance measures | |
| 1/7/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Lease Implementation for Private Entities (Webinar) (25WC-0513)25WC-0513 | *Analysis of requirements for lease accounting under ASC 842, including detailed schedules showing journal entries and computations *Analysis of internal control and fraud risk aspects *Identification of high-risk areas of lease accounting and reporting *Suggested audit and review procedures for identified risks | |
| 11/20/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| OCBOA Case Studies (Webinar) (25WC-0562)25WC-0562 | *Income tax-basis financial statement presentations *Cash and modified-cash financial statement presentations *Innovative and EBITDA type reports *OCBOA engagements *AICPA Financial Reporting Framework for Small- and Medium-Sized Entities | |
| 12/4/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Closely Held Business Owner Financial Planning Opportunities (Webinar) (25WC-0610)25WC-0610 | *Insurance planning *Investment planning *Business succession planning *Income tax planning *Practice management and marketing *Retirement planning *Executive compensation *Estate planning | |
| 12/19/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Real Estate Taxation Full Circle (Webinar) (25WC-0735)25WC-0735 | *Personal residence and vacation home advantages and traps *Depreciation, credits, passive losses, qualified business income (QBI) *Installment sales *Involuntary conversions *Like-kind exchanges *Real estate investment trusts (REITs) | |
| 2/24/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Federal Tax Update: Business Comprehensive (Webinar) (25WC-0614)25WC-0614 | *Review of recent federal legislation and administrative rulings *Review of recent modifications to tax forms *Review of small business tax law and administrative update changes *Review of retirement plan changes *Overall review of tax practice and procedures | |
| 12/23/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| What Every CPA Should Know About Fraud (Webinar) (25WC-0738)25WC-0738 | *How is fraud detected? *The role of external auditors in finding fraud *Revenue recognition issues *Corrupt management *Data mining *Physical and biometric controls | |
| 2/24/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's Collaboration: Portals, Payments and Signatures (Webinar) (25WC-0566)25WC-0566 | *Portals as collaboration enablement
*Learn about payment options you can integrate into your portal
*Leave with a checklist of features to consider for collaboration | |
| 12/8/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Practical Accounting Update (Webinar) (25WC-0546)25WC-0546 | *New rules in the accounting arena *SQMS *NOCLAR rules *Cybersecurity *New audit standards | |
| 12/1/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| What Every CPA Should Know About Fraud (Webinar) (25WC-0501)25WC-0501 | *How is fraud detected? *The role of external auditors in finding fraud *Revenue recognition issues *Corrupt management *Data mining *Physical and biometric controls | |
| 11/18/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Federal Tax Update: Business Comprehensive (Webinar) (25WC-0615)25WC-0615 | *Review of recent federal legislation and administrative rulings *Review of recent modifications to tax forms *Review of small business tax law and administrative update changes *Review of retirement plan changes *Overall review of tax practice and procedures | |
| 12/23/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| SSARS Codification: Preparation, Compilation and Review (Webinar) (25WC-0567)25WC-0567 | *SSARS Codification requirements *SSARS engagements: preparation of financial statements, compilation of financial statements and proforma financial information *Review of financial statements *Overview coverage of the amendments to the SSARS contained in SSARS 26 | |
| 12/9/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Nonprofit A&A Series Part 1: Financial Statement Presentation and Disclosure (Webinar) (25WC-0611)25WC-0611 | *Overview of required financial statements *Unique considerations in the nonprofit environment *Presentation options for reserves, restrictions, functional expenses and liquidity. *Common pitfalls and little-known alternatives *Recognize financial statement presentation requirements for nonprofits | |
| 12/22/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Comprehensive S Corporation Taxation Form 1120S (Webinar) (25WC-0651)25WC-0651 | *Learn how to qualify and to make the S Corporation election *Determine how to calculate initial and annual stock and debt basis amounts and the three reasons why they are maintained *Understand the four loss limitation rules applied on the shareholder's individual income tax return (i.e., basis, at-risk, passive, and excess business loss limitations) *Understand the proper tax treatment and reporting of a distribution from the S Corporation to a shareholder *Determine how to calculate AAA and OAA account for an S Corporation as well as the 3 potential taxes *Determine the impact of health insurance, the net investment income tax, qualified business income tax deduction and unreasonable compensation issues on the reporting function of the S Corporation | |
| 1/14/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| U.S. GAAP Disclosures for Non-Public Entities (Webinar) (25WC-0478)25WC-0478 | *FASB Accounting Standards Codification disclosure requirements *An overview of the disclosure landscape *How materiality enters into disclosure decisions *Navigating the FASB Codification | |
| 11/12/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Comprehensive Passive Activity Losses (PAL) (Webinar) (25WC-0605)25WC-0605 | *Overview of the four loss limitation rules and how the PAL rules interact with the other limitations *Definition of a PAL including a detailed review of the 7 determining factors contained in the Treasury Regulations with a review of several recent court decisions that interpret this regulation *Impact of PAL rules on real estate ownership *Learn the six Nonshelterable Passive Activity (NOPA) rules that act as anti-abuse rules to the PAL rules *Discuss how the PAL rules impact tax credits *Discuss tax elections and planning techniques associated with PALs | |
| 12/18/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Retirement Advising: Accumulation and Decumulation Strategies (Webinar) (25WC-0669)25WC-0669 | *The downside of traditional retirement asset accumulation strategies *Threats to a successful retirement *Holistic retirement planning: how personal goals integrate with tax, estate, risk, and investment management principles *Matching investment assets with the appropriate retirement plan and distribution strategy *Review the provisions of the SECURE Acts and how they will impact retirement planning | |
| 1/22/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Federal Tax Update: Individual Form 1040 (Webinar) (25WC-0527)25WC-0527 | *Review of recent federal legislation and administrative rulings *Review of recent modifications to tax forms *Review of small business tax law and administrative update changes *Review of retirement plan changes *Overall review of tax practice and procedures | |
| 11/24/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 25-26 FASB and AICPA Update (ASU, SAS, Ethics) (Webinar) (25WC-0658)25WC-0658 | *FASB ASU with effective dates of 2024 and later  *SAS 149 *Recent ethics interpretations | |
| 1/20/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Inspector Gadget Technology Update (Webinar) (25WC-0564)25WC-0564 | *Emerging technologies *AI and RPAÂ *Blockchain and 5G *Gear & Gadgets *Internet-of-Things | |
| 12/5/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accounting Fraud (Webinar) (25WC-0598)25WC-0598 | *The elements of fraud and the Fraud Triangle Theory *Types of fraud with a focus on management fraud *Best practices in fraud detection and deterrence | |
| 12/17/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Leases: ASC Topic 842 In Depth (Webinar) (25WC-0680)25WC-0680 | *FASB ASC 842, Leases *All recently released updates to ASC 842, Leases | |
| 1/27/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Accounting and Tax Ethics: Standards, Issues and Case Studies (Webinar) (25WC-0529)25WC-0529 | *AICPA Code of Professional Conduct *Threats to compliance with Code of Ethics *Updated Statement of Standards for Taxpayer Services (SSTS) *Ethical challenges in selecting appropriate GAAP alternatives | |
| 11/24/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Preparation, Compilations and Reviews: A Practical Workshop (Webinar) (25WC-0519)25WC-0519 | *Preparation *Compilations *Reviews | |
| 11/20/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Mergers & Acquisitions Part 2: Financial Accounting (Webinar) (25WC-0563)25WC-0563 | *Identifying the acquirer and the acquisition date *Recognition and measurement issues on the acquisition date *Intangible assets *Deferred income taxes *Stock options | |
| 12/5/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Analyzing Financial Statements (Webinar) (25WC-0603)25WC-0603 | *Financial Reporting and Financial Statements *Use of Non-GAAP performance measures and key performance indicators *Forecasting *Valuation *Comprehensive Financial Statement Analysis with Case Study | |
| 12/17/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Auditing Standards Update & Best Practices (Webinar) (25WC-0649)25WC-0649 | *Designing and performing sufficient audit procedures required for all audits, particularly when auditing privately-owned companies *Identify controls that exist, especI'lly when those controls are not clearly identified or formalized *Evaluate if those controls prevent or detect material misstatements in the financial statements *Design effective audit procedures (including testing of controls where appropriate) in response to the auditor s assessed risk of the potential material misstatements in the financial statements | |
| 1/14/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Accounting Industry Update (Webinar) (25WC-0709)25WC-0709 | *FASB Technical Agenda and upcoming changes *ASUs *Implementation dates and methods *Audit quality initiatives *Changes to AICPA auditing standards; and PCAOB standards | |
| 2/5/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Nonprofit A&A Standards Update and New Developments (Webinar) (25WC-0697)25WC-0697 | *Pledges and contributions *Restrictions and conditions *Special concerns with governmental funding *Donated goods and services *Special events *Revenues earned through sales and services to customers | |
| 2/3/2026 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Federal Tax Update: Individual Form 1040 (Webinar) (25WC-0601)25WC-0601 | *Review of recent federal legislation and administrative rulings *Review of recent modifications to tax forms *Review of small business tax law and administrative update changes *Review of retirement plan changes *Overall review of tax practice and procedures | |
| 12/17/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Living Trust Administration Workshop (Webinar) (25WC-0509)25WC-0509 | *The steps in Trust Administration *Delaware Tax Trap - its unique use *Change of the exemption in 2026 and its impact *Whether to file a 706 for portability election and/or Q-Tipping the Credit Trust *Preparation of trust accountings *Trust administration of Medi-Cal Trusts, QPRT, GRAT and IDGTs | |
| 11/19/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Retirement Penalties and Rollover Issues (Webinar) (25WC-0565)25WC-0565 | *What the IRS knows: Forms 1099R and 5498 *Exceptions to the ten percent penalty *Secure 2.0 changes to the late payment penalty *History of the 60-day Rule and Recent Developments *Rulings and self-certification *Form 5329 use and strategies | |
| 12/8/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Leases: ASC Topic 842 In Depth (Webinar) (25WC-0679)25WC-0679 | *FASB ASC 842, Leases *All recently released updates to ASC 842, Leases | |
| 1/27/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Corporate Fraud Risk and Investigations (Webinar) (25WC-0676)25WC-0676 | *Types of Corporate Fraud *Introduction to fraud risk *Fraud risk prevention programs *Fraud investigations | |
| 1/27/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 25-26 FASB and AICPA Update (ASU, SAS, Ethics) (Webinar) (25WC-0512)25WC-0512 | *FASB ASU with effective dates of 2024 and later  *SAS 149 *Recent ethics interpretations | |
| 11/20/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| What Every CPA Should Know About Fraud (Webinar) (25WC-0621)25WC-0621 | *How is fraud detected? *The role of external auditors in finding fraud *Revenue recognition issues *Corrupt management *Data mining *Physical and biometric controls | |
| 12/30/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Federal Tax Update: Business Comprehensive (Webinar) (25WC-0681)25WC-0681 | *Review of recent federal legislation and administrative rulings *Review of recent modifications to tax forms *Review of small business tax law and administrative update changes *Review of retirement plan changes *Overall review of tax practice and procedures | |
| 1/27/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Accounting Industry Update (Webinar) (25WC-0607)25WC-0607 | *FASB Technical Agenda and upcoming changes *ASUs *Implementation dates and methods *Audit quality initiatives *Changes to AICPA auditing standards; and PCAOB standards | |
| 12/18/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Financial Accounting Standards: A Comprehensive Review (Webinar) (25WC-0705)25WC-0705 | *Application of professional judgment *Codification, GAAP and the GAAP hierarchy *Recent changes in financial statement presentation *Hot Topics in financial reporting & accounting | |
| 2/3/2026 | 10 a.m. - 5:30 p.m. | Online | 16 CPE (16 tech, 0 non-tech) | |
| Statements on Quality Management Standards 1-3: What the Standards Require (Webinar) (25WC-0499)25WC-0499 | *SQMS 1 *A Firm's System of Quality Management *SQMS 2 *Engagement Quality Reviews *SQMS 3 *Amendments to SQMS 1 and 2 | |
| 11/18/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Statement of Cash Flows: Preparation and Analysis Workshop (Webinar) (25WC-0596)25WC-0596 | *Major provisions of GAAP Codification Topic No. 230 *Statement classification issues *Reporting operating cash flows: Direct and indirect methods *Preparing the statement: Workpaper techniques *Useful cash flow ratios *Bankruptcy prediction using the statement of cash flows | |
| 12/16/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Tax Talks: January 2026 (Webinar) (25WC-0648)25WC-0648 | *Various tax topics from a legal perspective *International, Federal and State tax matters | |
| 1/13/2026 | 11 a.m. - 12:30 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| K2's Office Scripts: The New Macros (Webinar) (25WC-0645)25WC-0645 | *Introduction to Office Scripts
*Recording your first script
*Integration with Power Automate | |
| 1/12/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Comprehensive Partnership Taxation Form 1065 (Webinar) (25WC-0704)25WC-0704 | *Special and Targeted allocations *Proper calculation of outside and inside tax basis *Tax consequences of distributions including the impact of "hot assets" *Transfer of partnership interests *Issuance of partnership interests to service partners | |
| 2/4/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Pension and Profit-Sharing Plan Strategies (Webinar) (25WC-0571)25WC-0571 | *NEW!! The SECURE 2.0 Act *Types of documents: advantages and disadvantages, where they fit and plan termination issues *Types of retirement plans *Plan selection and design *Contribution and deduction limits and timing *Reporting and disclosure: Form 5500 and participant communications *Legislative environment *In-plan Roth conversions | |
| 12/9/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Comprehensive Pass-Through Owners' Basis and Distribution Rules (Webinar) (25WC-0593)25WC-0593 | *Understand the four loss limitation rules applied on the owner's individual income tax return (i.e., basis, at-risk, passive, and excess business loss limitations) *Determine how to calculate an owners' initial tax basis of his pass-through entity *Learn how to correctly make annual adjustments to a pass-through owners' tax basis *Identify what constitutes a debt basis for an S Corporation shareholder *Learn the tax ramifications of repaying loans to S Corporation shareholders | |
| 12/16/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Clarifying Risk Assessment: SAS 145 and Beyond (Webinar) (25WC-0654)25WC-0654 | *Assessing the risk of material misstatement *Mandatory risk assessment procedures *Evaluating internal controls *Responding to risk assessment with appropriate audit procedures *Complying with revised and expanded documentation requirements | |
| 1/15/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Federal Tax Update: Individual Form 1040 (Webinar) (25WC-0602)25WC-0602 | *Review of recent federal legislation and administrative rulings *Review of recent modifications to tax forms *Review of small business tax law and administrative update changes *Review of retirement plan changes *Overall review of tax practice and procedures | |
| 12/17/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| What Every CPA Should Know About Fraud (Webinar) (25WC-0665)25WC-0665 | *How is fraud detected? *The role of external auditors in finding fraud *Revenue recognition issues *Corrupt management *Data mining *Physical and biometric controls | |
| 1/21/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| International Tax Lunch Series January 2026 (Webinar) (25WC-0692)25WC-0692 | *Various tax topics from a legal perspective *International, Federal and State tax matters | |
| 1/30/2026 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Tax Planning for Sole Proprietors and Other Business Owners (Webinar) (25WC-0599)25WC-0599 | *Using the independent contractor rules and hobby loss rules to ensure the activity is a trade or business *Reviewing Schedule C deductions for travel, meals, transportation, employee fringe benefits, costs of goods sold, depreciation, and home offices *Maximizing the benefits from 1040 deductions for Keogh plans, Solo 401(k)s, Simplified Employee Pension (SEP) plans, and SIMPLE plans *Taking advantage of the self-employed health insurance deduction and the qualified business income (QBI) deduction *Avoiding the at-risk and passive activity loss limitations *Making the right business entity election *In-depth coverage of what advisers of sole proprietors and single-member limited-liability-company owners need to know | |
| 12/17/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Generation-Skipping Transfer Tax and Dynasty Trusts (Webinar) (25WC-0500)25WC-0500 | *Calculation of the GST tax, and how it relates to the estate tax and gift tax *Direct skips, taxable distributions, and taxable terminations *GST tax allocations, Reverse QTIP election, and Exempt and Nonexempt Trusts *Calculating the benefit of and designing Dynasty Trusts | |
| 11/18/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Living Trust Administration Workshop (Webinar) (25WC-0740)25WC-0740 | *The steps in Trust Administration *Delaware Tax Trap - its unique use *Change of the exemption in 2026 and its impact *Whether to file a 706 for portability election and/or Q-Tipping the Credit Trust *Preparation of trust accountings *Trust administration of Medi-Cal Trusts, QPRT, GRAT and IDGTs | |
| 2/24/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| S Corporation (Form 1120S): Formation to Liquidation (Webinar) (25WC-0620)25WC-0620 | *Extensive review of the S Corporation tax laws with an emphasis on any new legislative changes including any TCJA provisions expiring after 2025 *Requirements to make an S election (i.e., types and numbers of shareholders and second class of stock issues) *Fixing late S Corporation elections (i.e., Form 2553) *S Corporation formation (Section 351) and liquidation issues *Revocation and termination of S Corporations *Schedule K and K-1 - separately stated versus non-separately stated income and expense items *Detailed Schedule K-1 reporting including the 20% qualified business income (QBI) deduction and 3.8% net investment income tax *Compensation issues including the tax treatment of fringe benefits *Built in gains tax and other planning opportunities when converting a C to S Corporation *Preparation of the Schedule M-2 and the ordering rules for distributions out of the AAA, PTI, E&P and OAA accounts *Tax treatment of stock redemptions (sale or distribution?) | |
| 12/29/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Basic Staff Tax Training: Individual (Webinar) (25WC-0580)25WC-0580 | *Emphasize form 1040 and the accompanying reporting schedules for a basic individual income tax return *Identify and be able to implement basic individual income tax planning ideas for clients*Familiarity with several source documents utilized in the preparation of an individual income tax return *Identify common errors made in the preparation of an individual income tax return and understand how to avoid the errors in the future | |
| 12/11/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Internal and External Fraud: Understanding It and Working to Control It (Webinar) (25WC-0746)25WC-0746 | *Understanding why internal fraud occurs *Fraudulent acts initiated by outside organizations *Policies, procedures and control measures designed to fight fraud *Steps that verify anti-fraud activities are working | |
| 3/4/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Accounting and Auditing Update (Webinar) (25WC-0720)25WC-0720 | *Review of select AICPA Technical Questions and Answers *Upcoming changes to accounting for goodwill, leasing and business combinations *Compilation and review standards and interpretations (SSARS) *Auditing standards and interpretations (SAS & SSAE) | |
| 2/12/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Comprehensive Passive Activity Losses (PAL) (Webinar) (25WC-0670)25WC-0670 | *Overview of the four loss limitation rules and how the PAL rules interact with the other limitations *Definition of a PAL including a detailed review of the 7 determining factors contained in the Treasury Regulations with a review of several recent court decisions that interpret this regulation *Impact of PAL rules on real estate ownership *Learn the six Nonshelterable Passive Activity (NOPA) rules that act as anti-abuse rules to the PAL rules *Discuss how the PAL rules impact tax credits *Discuss tax elections and planning techniques associated with PALs | |
| 1/22/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Firm Ethics: A Practical Approach (Webinar) (25WC-0730)25WC-0730 | *AICPA Code of Professional Conduct *Ethics requirements for CPA firms | |
| 2/19/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Analyzing Financial Statements (Webinar) (25WC-0713)25WC-0713 | *Financial Reporting and Financial Statements *Use of Non-GAAP performance measures and key performance indicators *Forecasting *Valuation *Comprehensive Financial Statement Analysis with Case Study | |
| 2/10/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Preparation, Compilation and Review Issues: Highlights (Webinar) (25WC-0498)25WC-0498 | *AR-C 60 *AR-C 70 *AR-C 80 and AR-C 90Â | |
| 11/18/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Audits of 401k Plans (Webinar) (25WC-0700)25WC-0700 | *SAS 136 audit requirements for ERISA Section 103(a)(3)(C) audits *Update of the changes affecting 401k plans *Compliance issues commonly encountered in 401k plan audits *Best practices for engagement planning, internal controls, risk assessment, and detailed testing *Common audit reporting and disclosure issues | |
| 2/4/2026 | 10 a.m. - 1:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Not-for-Profit Organizations: Accounting Principles and Risk Management (Webinar) (25WC-0520)25WC-0520 | *Not-for-profit GAAP *Expense allocation methodologies *Risk management *Accounting errors | |
| 11/20/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Divorce Concerns: Taxes, Valuation, Finances, Retirement and Obligations (Webinar) (25WC-0672)25WC-0672 | *Divorce and ongoing payment issues dealing with alimony and child support *Documents protecting a client going forward, including pre-nuptials, cohabitation agreements, post-nuptials and many others *Advanced income tax issues, including like-kind exchanges, filing status issues, credits and asset sales *Advanced retirement issues, including dissecting qualified, personal retirement, and nonqualified plans, QDROs, past and defunct plans, and using retirement assets to equalize assets *High-level valuation issues, including closely held business, stock redemptions, partnership redemptions and stock options | |
| 1/22/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Preparation, Compilations and Reviews: A Practical Workshop (Webinar) (25WC-0589)25WC-0589 | *Preparation *Compilations *Reviews | |
| 12/15/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Understanding Apportionment for a Multistate Business (Webinar) (25WC-0496)25WC-0496 | *Apportionment Formulas *Sourcing Rules for service income and income from intangibles *Throwback and throw-out and when they apply *Apportionment applied to flow-through entities and sole proprietorships *Learn about Alternative Apportionment | |
| 11/17/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| SSARS Codification: Preparation, Compilation and Review (Webinar) (25WC-0568)25WC-0568 | *SSARS Codification requirements *SSARS engagements: preparation of financial statements, compilation of financial statements and proforma financial information *Review of financial statements *Overview coverage of the amendments to the SSARS contained in SSARS 26 | |
| 12/9/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Financial Statements for the Simple Business Entity (Webinar) (25WC-0586)25WC-0586 | *Accounting for simple business entities *Income tax, modified cash basis and other alternatives to GAAP *Avoiding the pitfalls and costs of GAAP reporting and disclosure requirements *Documenting accounting decisions to minimize potential liability | |
| 12/15/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Comprehensive Pass-Through Owners' Basis and Distribution Rules (Webinar) (25WC-0535)25WC-0535 | *Understand the four loss limitation rules applied on the owner's individual income tax return (i.e., basis, at-risk, passive, and excess business loss limitations) *Determine how to calculate an owners' initial tax basis of his pass-through entity *Learn how to correctly make annual adjustments to a pass-through owners' tax basis *Identify what constitutes a debt basis for an S Corporation shareholder *Learn the tax ramifications of repaying loans to S Corporation shareholders | |
| 11/25/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's Next Generation Excel Reporting (Webinar) (25WC-0742)25WC-0742 | *Identifying weaknesses in traditional reporting processes
*Using leading-edge features in Excel to improve reporting practices
*How to work with Power Query to solve common reporting challenges
*Adding Slicers and Timelines to your Excel-based reports | |
| 2/26/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Comprehensive Roth IRA Strategies Analysis (Webinar) (25WC-0691)25WC-0691 | *Why Roth-related Rules of Thumb can be flawed *Questions you can use to evaluate recommendations *SECURE 2.0 changes related to Roth IRA / Roth 401k *Backdoor and Mega-Backdoor Roth | |
| 1/30/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Top 10 Things to Know About Estate Taxation & Planning (Webinar) (25WC-0632)25WC-0632 | *The Numbers: Exemptions, exclusions and discounts *Portability and step-up in basis *Asset valuation *Deductions: Marital, charitable, transmission and administration *Retirement plan assets, annuities and life insurance *Trust funding and administration | |
| 1/6/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's Next Generation Excel Reporting (Webinar) (25WC-0547)25WC-0547 | *Identifying weaknesses in traditional reporting processes
*Using leading-edge features in Excel to improve reporting practices
*How to work with Power Query to solve common reporting challenges
*Adding Slicers and Timelines to your Excel-based reports | |
| 12/1/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| How to Review Financial Statements (Webinar) (25WC-0655)25WC-0655 | *Practice reviewing financial statements *Financial statement case studies | |
| 1/15/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| SSARS Practice Issues and Standards Update (Webinar) (25WC-0635)25WC-0635 | *Review of applicable SSARS standards, including standards updates *Review of AICPA professional ethics requirements *In-depth discussion of non-attest services *Review of independence issues for SSARS services *Overview of SSARS #21-performance, documentation and other requirements *Detailed analysis of preparation vs. compilation engagements *Detailed analysis of review engagements | |
| 1/7/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Accounting Industry Update (Webinar) (25WC-0708)25WC-0708 | *FASB Technical Agenda and upcoming changes *ASUs *Implementation dates and methods *Audit quality initiatives *Changes to AICPA auditing standards; and PCAOB standards | |
| 2/5/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Accounting and Tax Ethics: Standards, Issues and Case Studies (Webinar) (25WC-0727)25WC-0727 | *AICPA Code of Professional Conduct *Threats to compliance with Code of Ethics *Updated Statement of Standards for Taxpayer Services (SSTS) *Ethical challenges in selecting appropriate GAAP alternatives | |
| 2/18/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| International Tax Lunch Series November 2025 (Webinar) (25WC-0526)25WC-0526 | *Various tax topics from a legal perspective *International, Federal and State tax matters | |
| 11/21/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 101 Tax Planning Ideas (Webinar) (25WC-0629)25WC-0629 | *Planning opportunities in the tax formula *Different types of planning *Frequently-used planning techniques *Qualitative and quantitative considerations *The connection between tax planning and other financial planning areas, such as retirement, investment, insurance, and estate planning *Looking to the past, present, and future as we plan | |
| 1/6/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Tax Talks: December 2025 (Webinar) (25WC-0573)25WC-0573 | *Various tax topics from a legal perspective *International, Federal and State tax matters | |
| 12/9/2025 | 11 a.m. - 12:30 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Income Tax Planning for Bond Investments (Webinar) (25WC-0687)25WC-0687 | *Active versus passive investing *Taxable, tax-exempt, and deferred-tax bonds and the net investment income tax *The tax treatment of bonds purchased at a discount or premium *Bond swap and U.S. Savings Bond strategies | |
| 1/29/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Advanced Staff Tax Training: Individual (Webinar) (25WC-0507)25WC-0507 | *Taxation of investments *Reporting of business income and losses from pass-through entities including loss limitations *Non-income taxes that impact individual income tax returns *Retirement contributions and planning *Alternative Minimum Tax (ATM) *Social Security taxation *Charitable contribution planning with limitations | |
| 11/19/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Audits Under Uniform Guidance: Single Audit & NPOs (Webinar) (25WC-0484)25WC-0484 | *Concepts of the Single Audit under the Uniform Guidance *Performing the compliance audit of federal awards, including testing auditee compliance and internal control over compliance *Auditor reporting responsibilities including the compliance audit reports, the report on the schedule of expenditures of federal awards, and schedule of findings and questioned costs *Requirements for the schedule of expenditures of federal awards, known as the SEFA *Update on the OMB Compliance Supplement | |
| 11/13/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| GAAP Update (Webinar) (25WC-0553)25WC-0553 | *Business combinations and consolidations *Lease accounting *Financial instruments - credit losses (CECL) *Intangibles, including goodwill *Fair value | |
| 12/3/2025 | 8 a.m. - 1:30 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| Fraud Stories Series January 2026 (Webinar) (25WC-0657)25WC-0657 | *Fraud *Internal controls *Auditing *Ethical issues *Advanced accounting issues *Risk management | |
| 1/16/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Form 706 Preparation Part 2: Reporting Assets (Webinar) (25WC-0545)25WC-0545 | *Action steps in 706 preparation engagement *Filing requirements, new forms, IRS return review procedures, closing letters *Obtaining transcripts and previously filed returns *Completing introductory pages 1-4 *Worksheets provided: Summary of Estate Plan *Summary of Estate and Subtrust Funding; Beneficiary Allocation Schedule | Joseph Donita M. |
| 1/13/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Internal and External Fraud: Understanding It and Working to Control It (Webinar) (25WC-0483)25WC-0483 | *Understanding why internal fraud occurs *Fraudulent acts initiated by outside organizations *Policies, procedures and control measures designed to fight fraud *Steps that verify anti-fraud activities are working | |
| 11/12/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Auditing Standards Update & Best Practices (Webinar) (25WC-0492)25WC-0492 | *Designing and performing sufficient audit procedures required for all audits, particularly when auditing privately-owned companies *Identify controls that exist, especI'lly when those controls are not clearly identified or formalized *Evaluate if those controls prevent or detect material misstatements in the financial statements *Design effective audit procedures (including testing of controls where appropriate) in response to the auditor s assessed risk of the potential material misstatements in the financial statements | |
| 11/14/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Nonprofit A&A Series Part 1: Financial Statement Presentation and Disclosure (Webinar) (25WC-0695)25WC-0695 | *Overview of required financial statements *Unique considerations in the nonprofit environment *Presentation options for reserves, restrictions, functional expenses and liquidity. *Common pitfalls and little-known alternatives *Recognize financial statement presentation requirements for nonprofits | |
| 2/3/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Comprehensive Pass-Through Owners' Basis and Distribution Rules (Webinar) (25WC-0534)25WC-0534 | *Understand the four loss limitation rules applied on the owner's individual income tax return (i.e., basis, at-risk, passive, and excess business loss limitations) *Determine how to calculate an owners' initial tax basis of his pass-through entity *Learn how to correctly make annual adjustments to a pass-through owners' tax basis *Identify what constitutes a debt basis for an S Corporation shareholder *Learn the tax ramifications of repaying loans to S Corporation shareholders | |
| 11/25/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Ethics in the Real World (Webinar) (25WC-0493)25WC-0493 | *Why model codes of ethics fail *The science behind organizations "Ethical DNA" *Understanding the psychology behind "Tone at the Top" *The interaction between critical thinking and ethics *Breaking myths about motivation related to decision-making *Ethical decision-making under pressure *Are ethics and morals "fixed" or can we learn to improve | |
| 11/14/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| Accounting and Tax Ethics: Standards, Issues and Case Studies (Webinar) (25WC-0587)25WC-0587 | *AICPA Code of Professional Conduct *Threats to compliance with Code of Ethics *Updated Statement of Standards for Taxpayer Services (SSTS) *Ethical challenges in selecting appropriate GAAP alternatives | |
| 12/15/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| IRAs: Traditional, Roth, SEP and SIMPLE (Webinar) (25WC-0582)25WC-0582 | *An emphasis on newly enacted tax legislation affecting IRAs., including the NEW final required minimum distribution (RMD) regulations *Contribution limits to and tax treatment of distributions from Traditional, Roth, SEP and SIMPLE IRAs *Deductible phase-out limits for Traditional IRA contributions for taxpayers who are active participants in qualified retirement plans *Roth IRA contribution phase-out limits, as well as tax-free qualified distributions *Planning opportunities for conversions to ROTH IRAs *Rollover rules to/from different retirement accounts and the one-rollover-per-year limitation *The different options of receiving IRA distributions before age 59 1/2 and avoiding the 10% early distribution penalty (including substantially equal periodic payments) *The required minimum distribution (RMD) rules from IRAs needed to avoid the 50% penalty after the account owner turns age 72 or dies *The tax ramifications of spouse and non-spouse beneficiaries and how this affects the RMD calculation after the account owner's death *Overview of health savings account (HSA) eligibility rules, contribution limits and distribution rules | |
| 12/11/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Preparation, Compilations and Reviews: A Practical Workshop (Webinar) (25WC-0518)25WC-0518 | *Preparation *Compilations *Reviews | |
| 11/20/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Statement of Cash Flows: Preparation and Analysis Workshop (Webinar) (25WC-0595)25WC-0595 | *Major provisions of GAAP Codification Topic No. 230 *Statement classification issues *Reporting operating cash flows: Direct and indirect methods *Preparing the statement: Workpaper techniques *Useful cash flow ratios *Bankruptcy prediction using the statement of cash flows | |
| 12/16/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Preparation, Compilations and Reviews: A Practical Workshop (Webinar) (25WC-0588)25WC-0588 | *Preparation *Compilations *Reviews | |
| 12/15/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Financial Accounting Standards: A Comprehensive Review (Webinar) (25WC-0706)25WC-0706 | *Application of professional judgment *Codification, GAAP and the GAAP hierarchy *Recent changes in financial statement presentation *Hot Topics in financial reporting & accounting | |
| 2/3/2026 | 8 a.m. - 3:30 p.m. | Online | 16 CPE (16 tech, 0 non-tech) | |
| How Fraud Can Affect Smaller Organizations (Webinar) (25WC-0494)25WC-0494 | *The reasons for fraud *Fraudulent acts that are initiated against smaller organizations *Methods to stop fraud attempts against small businesses | |
| 11/14/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Comprehensive S Corporation Taxation Form 1120S (Webinar) (25WC-0486)25WC-0486 | *Learn how to qualify and to make the S Corporation election *Determine how to calculate initial and annual stock and debt basis amounts and the three reasons why they are maintained *Understand the four loss limitation rules applied on the shareholder's individual income tax return (i.e., basis, at-risk, passive, and excess business loss limitations) *Understand the proper tax treatment and reporting of a distribution from the S Corporation to a shareholder *Determine how to calculate AAA and OAA account for an S Corporation as well as the 3 potential taxes *Determine the impact of health insurance, the net investment income tax, qualified business income tax deduction and unreasonable compensation issues on the reporting function of the S Corporation | |
| 11/13/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's Automation for Increasing Personal Efficiency And Effectiveness (Webinar) (25WC-0693)25WC-0693 | *Automation opportunities *Understanding integration platforms *Productivity tips, tricks, and applications *Tips and tricks for saving valuable time | |
| 1/30/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| November 2025 AI Update: ChatGPT, Prompt Query and what's Coming (Webinar) (25WC-0540)25WC-0540 | *Recent changes in major AI languages and their uses *New developments in chatbot and prompt query tools for CPAs *Major AI breakthroughs in the past 6 months *Recommended AI tools for CPAs | |
| 11/26/2025 | 12 - 1:30 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Deception, Embezzlement and Fraud (Webinar) (25WC-0617)25WC-0617 | *Narcissism Studies *Fraud *Embezzlement *Technology used in scams | |
| 12/23/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Social Security Basics and Strategies for Maximizing Benefits (Webinar) (25WC-0531)25WC-0531 | *Social Security planning, benefit calculation, and beneficiaries *Recent changes to "file and suspend" and "restricted application" strategies *Increasing benefits for self-employed individuals *Planning for surviving spouses *Integrating retirement plan distribution strategies with Social Security claiming strategies *Coordinating drawing Social Security benefits with the start of Medicare benefits, including a discussion of IRMAA | |
| 11/25/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Fraud Stories Series November 2025 (Webinar) (25WC-0525)25WC-0525 | *Fraud *Internal controls *Auditing *Ethical issues *Advanced accounting issues *Risk management | |
| 11/21/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| PFP Update: Investment Planning in This New Era (Webinar) (25WC-0609)25WC-0609 | *Develop, design and monitor client investment portfolios *Assessing a client's risk tolerance and manage expectations by understanding risk/return relationships *Assessomg market conditions in a very unique and different environment *How clients need to potentially re-shape their investing strategies post-COVID and determine whether this process continues *How investment vehicles work together to manage risk/return relationships *How to build, monitor, evaluate and re-design an investment portfolio | |
| 12/19/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Nonprofit A&A Series Part 2: Revenue Recognition (Webinar) (25WC-0696)25WC-0696 | *Pledges and contributions *Restrictions and conditions *Special concerns with governmental funding *Donated goods and services *Special events *Revenues earned through sales and services to customers, including the application of CECL | |
| 2/3/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Comprehensive S Corporation Taxation Form 1120S (Webinar) (25WC-0487)25WC-0487 | *Learn how to qualify and to make the S Corporation election *Determine how to calculate initial and annual stock and debt basis amounts and the three reasons why they are maintained *Understand the four loss limitation rules applied on the shareholder's individual income tax return (i.e., basis, at-risk, passive, and excess business loss limitations) *Understand the proper tax treatment and reporting of a distribution from the S Corporation to a shareholder *Determine how to calculate AAA and OAA account for an S Corporation as well as the 3 potential taxes *Determine the impact of health insurance, the net investment income tax, qualified business income tax deduction and unreasonable compensation issues on the reporting function of the S Corporation | |
| 11/13/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| ABC Trust Planning and the Portable Exclusion (Webinar) (25WC-0678)25WC-0678 | *The interplay of the estate, gift, generation-skipping, and income taxes *Claiming and protecting the portable exclusion *Marital deduction planning: rules for and reasons to use Survivor s and QTIP trusts *"B" (Bypass) trusts *"A" (Survivor s)/"C" (QTIP) trusts planning *What planners should tell their wealthy clients after the issuance of the Clawback Regulations | |
| 1/27/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| U.S. GAAP Disclosures for Non-Public Entities (Webinar) (25WC-0707)25WC-0707 | *FASB Accounting Standards Codification disclosure requirements *An overview of the disclosure landscape *How materiality enters into disclosure decisions *Navigating the FASB Codification | |
| 2/5/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Clarifying Risk Assessment: SAS 145 and Beyond (Webinar) (25WC-0524)25WC-0524 | *Assessing the risk of material misstatement *Mandatory risk assessment procedures *Evaluating internal controls *Responding to risk assessment with appropriate audit procedures *Complying with revised and expanded documentation requirements | |
| 11/21/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Deception, Embezzlement and Fraud (Webinar) (25WC-0542)25WC-0542 | *Narcissism Studies *Fraud *Embezzlement *Technology used in scams | |
| 11/26/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Advanced Staff Tax Training: Individual (Webinar) (25WC-0570)25WC-0570 | *Taxation of investments *Reporting of business income and losses from pass-through entities including loss limitations *Non-income taxes that impact individual income tax returns *Retirement contributions and planning *Alternative Minimum Tax (ATM) *Social Security taxation *Charitable contribution planning with limitations | |
| 12/9/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's Next Generation Excel Reporting (Webinar) (25WC-0548)25WC-0548 | *Identifying weaknesses in traditional reporting processes
*Using leading-edge features in Excel to improve reporting practices
*How to work with Power Query to solve common reporting challenges
*Adding Slicers and Timelines to your Excel-based reports | |
| 12/1/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Generation-Skipping Transfer Tax and Dynasty Trusts (Webinar) (25WC-0659)25WC-0659 | *Calculation of the GST tax, and how it relates to the estate tax and gift tax *Direct skips, taxable distributions, and taxable terminations *GST tax allocations, Reverse QTIP election, and Exempt and Nonexempt Trusts *Calculating the benefit of and designing Dynasty Trusts | |
| 1/20/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Federal Tax Update: Business Comprehensive (Webinar) (25WC-0718)25WC-0718 | *Review of recent federal legislation and administrative rulings *Review of recent modifications to tax forms *Review of small business tax law and administrative update changes *Review of retirement plan changes *Overall review of tax practice and procedures | |
| 2/12/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Financial Reporting Fundamentals (Webinar) (25WC-0736)25WC-0736 | *Financial statements, disclosures and presentations *Review of two Annual Financial Reports (IFRS and U.S. GAAP) | |
| 2/24/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Living Trust Administration Workshop (Webinar) (25WC-0508)25WC-0508 | *The steps in Trust Administration *Delaware Tax Trap - its unique use *Change of the exemption in 2026 and its impact *Whether to file a 706 for portability election and/or Q-Tipping the Credit Trust *Preparation of trust accountings *Trust administration of Medi-Cal Trusts, QPRT, GRAT and IDGTs | |
| 11/19/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| FASB Update: What's New? January 2026 (Webinar) (25WC-0631)25WC-0631 | *FASB's current activities *ASUs issued *Workplan agenda | |
| 1/6/2026 | 11 a.m. - 12:30 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Preparing Quality of Earnings Analysis (Webinar) (25WC-0741)25WC-0741 | *Uses of a Quality of Earnings Report *Information needed to prepare the report *Overlapping enterprise valuation concepts *Various adjustments to "as reported" EBITDA | |
| 2/25/2026 | 11 a.m. - 1:30 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| K2's Ripped From the Headlines: Outrageous Tales of Cybercrimes (Webinar) (25WC-0733)25WC-0733 | *Common security weaknesses that occur with hardware and software at home and in the office
*Malware, ransomware, data breach, and incident response tips
*Internal control failures that result in the theft of assets or unauthorized manipulation of data | |
| 2/23/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| GAAP Update (Webinar) (25WC-0552)25WC-0552 | *Business combinations and consolidations *Lease accounting *Financial instruments - credit losses (CECL) *Intangibles, including goodwill *Fair value | |
| 12/3/2025 | 10 a.m. - 3:30 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| Nonprofit A&A Standards Update and New Developments (Webinar) (25WC-0613)25WC-0613 | *Pledges and contributions *Restrictions and conditions *Special concerns with governmental funding *Donated goods and services *Special events *Revenues earned through sales and services to customers | |
| 12/22/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Internal Controls: Strengthen Security, Efficiency and Employee Conduct (Webinar) (25WC-0716)25WC-0716 | *An overview of control frameworks and concepts *Strategy considerations that can be incorporated into control development *Understanding and controlling risk that arises when organizations change or choose not to | |
| 2/10/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Advanced Personal Financial Planning Update (Webinar) (25WC-0555)25WC-0555 | *Retirement: accumulation and decumulation techniques, Social Security, Medicare and long-term care *Debt management, including reverse mortgages and education financing *Insurance and investments from a life-planning perspective *Income tax legislation, cases, and rulings *Estate and trust planning strategies | |
| 12/3/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Art of the Interview (Webinar) (25WC-0622)25WC-0622 | *Identify inconsistencies and uncover financial misconduct. *Use psychological and behavioral cues to detect deception. *Build rapport to elicit key details from interview subjects. *Adapt questioning techniques to different personalities and contexts. | |
| 12/30/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Firm Ethics: A Practical Approach (Webinar) (25WC-0623)25WC-0623 | *AICPA Code of Professional Conduct *Ethics requirements for CPA firms | |
| 12/30/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Implementing and Maintaining an Internal Control System (Webinar) (25WC-0723)25WC-0723 | *Considerations for the maintenance of an internal control system *The types of policies and procedures organizations should utilize *Reviewing and testing control measures *Updating controls and implementing control changes | |
| 2/12/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Pass-Thru Entity Owners Schedule K-1 Analysis (Webinar) (25WC-0490)25WC-0490 | *Detailed coverage of any new legislation affecting basis computations and distributions and changes to the schedule K-1s (including the Form 7203 - S Corporation Shareholder Stock and Debt Basis Limitations) *Line-by-line analysis of the Schedule K-1s to determine how the items affect an S shareholder's stock and debt basis and a partner/member's outside basis and where the items get reported on Federal individual income tax return *The three loss and deduction limitations on the owner's individual income tax return (i.e. basis, at-risk and other Form 1040 limitations) *How cash or non-cash distributions affect the basis calculations and whether or not they are taxable to the owners *Compare the tax treatment of the sale of a shareholder's stock in an S Corporation and a partner's interest in a partnership *What constitutes debt basis for an S Corporation shareholder under the final regulations *The tax ramifications of repaying loans to S Corporation shareholders and on open account debt *How recourse and non-recourse debt affect a partner or member's basis calculations and amount at-risk | |
| 11/13/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Deception, Embezzlement and Fraud (Webinar) (25WC-0616)25WC-0616 | *Narcissism Studies *Fraud *Embezzlement *Technology used in scams | |
| 12/23/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Federal Tax Update: Business Comprehensive (Webinar) (25WC-0719)25WC-0719 | *Review of recent federal legislation and administrative rulings *Review of recent modifications to tax forms *Review of small business tax law and administrative update changes *Review of retirement plan changes *Overall review of tax practice and procedures | |
| 2/12/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Tax Planning for Sole Proprietors and Other Business Owners (Webinar) (25WC-0600)25WC-0600 | *Using the independent contractor rules and hobby loss rules to ensure the activity is a trade or business *Reviewing Schedule C deductions for travel, meals, transportation, employee fringe benefits, costs of goods sold, depreciation, and home offices *Maximizing the benefits from 1040 deductions for Keogh plans, Solo 401(k)s, Simplified Employee Pension (SEP) plans, and SIMPLE plans *Taking advantage of the self-employed health insurance deduction and the qualified business income (QBI) deduction *Avoiding the at-risk and passive activity loss limitations *Making the right business entity election *In-depth coverage of what advisers of sole proprietors and single-member limited-liability-company owners need to know | |
| 12/17/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 25-26 FASB and AICPA Update (ASU, SAS, Ethics) (Webinar) (25WC-0549)25WC-0549 | *FASB ASU with effective dates of 2024 and later  *SAS 149 *Recent ethics interpretations | |
| 12/2/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Fiduciary Accounting Part 3: Special Accounting Elections and Distributions (Webinar) (25WC-0728)25WC-0728 | *Analyze a traditional fiduciary accounting situation *Determine the use of the reserve for depreciation *Become acquainted with the special accounting rule for business assets *Review the accounting treatment of distributions from entities | |
| 2/19/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| U.S. GAAP Disclosures for Non-Public Entities (Webinar) (25WC-0627)25WC-0627 | *FASB Accounting Standards Codification disclosure requirements *An overview of the disclosure landscape *How materiality enters into disclosure decisions *Navigating the FASB Codification | |
| 1/6/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Comprehensive Roth IRA Strategies Analysis (Webinar) (25WC-0523)25WC-0523 | *Why Roth-related Rules of Thumb can be flawed *Questions you can use to evaluate recommendations *SECURE 2.0 changes related to Roth IRA / Roth 401k *Backdoor and Mega-Backdoor Roth | |
| 11/21/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Federal Tax Update: Individual Form 1040 (Webinar) (25WC-0712)25WC-0712 | *Review of recent federal legislation and administrative rulings *Review of recent modifications to tax forms *Review of small business tax law and administrative update changes *Review of retirement plan changes *Overall review of tax practice and procedures | |
| 2/10/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| OCBOA Case Studies (Webinar) (25WC-0710)25WC-0710 | *Income tax-basis financial statement presentations *Cash and modified-cash financial statement presentations *Innovative and EBITDA type reports *OCBOA engagements *AICPA Financial Reporting Framework for Small- and Medium-Sized Entities | |
| 2/5/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Basic Staff Tax Training: Individual (Webinar) (25WC-0581)25WC-0581 | *Emphasize form 1040 and the accompanying reporting schedules for a basic individual income tax return *Identify and be able to implement basic individual income tax planning ideas for clients*Familiarity with several source documents utilized in the preparation of an individual income tax return *Identify common errors made in the preparation of an individual income tax return and understand how to avoid the errors in the future | |
| 12/11/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Fiduciary Accounting Part 1: Fiduciary Duty Basics and Authority (Webinar) (25WC-0725)25WC-0725 | *What is fiduciary duty, and how does it apply to a trustee or personal representative? *What are the state statutory accounting rules, and where can you find them? *What is fiduciary accounting income? *What is fiduciary account principal? *How does fiduciary accounting impact fiduciary taxation? | |
| 2/17/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Social Security Basics and Strategies for Maximizing Benefits (Webinar) (25WC-0530)25WC-0530 | *Social Security planning, benefit calculation, and beneficiaries *Recent changes to "file and suspend" and "restricted application" strategies *Increasing benefits for self-employed individuals *Planning for surviving spouses *Integrating retirement plan distribution strategies with Social Security claiming strategies *Coordinating drawing Social Security benefits with the start of Medicare benefits, including a discussion of IRMAA | |
| 11/25/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 101 Tax Planning Ideas (Webinar) (25WC-0505)25WC-0505 | *Planning opportunities in the tax formula *Different types of planning *Frequently-used planning techniques *Qualitative and quantitative considerations *The connection between tax planning and other financial planning areas, such as retirement, investment, insurance, and estate planning *Looking to the past, present, and future as we plan | |
| 11/19/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Financial Reporting Fundamentals (Webinar) (25WC-0737)25WC-0737 | *Financial statements, disclosures and presentations *Review of two Annual Financial Reports (IFRS and U.S. GAAP) | |
| 2/24/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Analyzing Financial Statements (Webinar) (25WC-0604)25WC-0604 | *Financial Reporting and Financial Statements *Use of Non-GAAP performance measures and key performance indicators *Forecasting *Valuation *Comprehensive Financial Statement Analysis with Case Study | |
| 12/17/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Pension and Profit-Sharing Plan Strategies (Webinar) (25WC-0572)25WC-0572 | *NEW!! The SECURE 2.0 Act *Types of documents: advantages and disadvantages, where they fit and plan termination issues *Types of retirement plans *Plan selection and design *Contribution and deduction limits and timing *Reporting and disclosure: Form 5500 and participant communications *Legislative environment *In-plan Roth conversions | |
| 12/9/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Social Security Basics and Strategies for Maximizing Benefits (Webinar) (25WC-0701)25WC-0701 | *Social Security planning, benefit calculation, and beneficiaries *Recent changes to "file and suspend" and "restricted application" strategies *Increasing benefits for self-employed individuals *Planning for surviving spouses *Integrating retirement plan distribution strategies with Social Security claiming strategies *Coordinating drawing Social Security benefits with the start of Medicare benefits, including a discussion of IRMAA | |
| 2/4/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Navigating Tax Court for Non-Lawyers (Webinar) (25WC-0575)25WC-0575 | *Determining when filing a Tax Court case can be a strategic benefit *Learn how to file the case *Understand the steps and deadlines in the Tax Court process *Review the settlement process *Know when the case gets to the point where you need help | |
| 12/10/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Governmental and Not-for Profit Fraud (Webinar) (25WC-0683)25WC-0683 | *Review real-world examples of fraud schemes perpetrated against governments and not-for-profits, including misappropriations of cash, grant frauds, vendor frauds, inventory thefts, and payroll frauds *Understand and recognize fraud risk and fraud indicators *Consider types of fraud prevention programs | |
| 1/28/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Implementing and Maintaining an Internal Control System (Webinar) (25WC-0722)25WC-0722 | *Considerations for the maintenance of an internal control system *The types of policies and procedures organizations should utilize *Reviewing and testing control measures *Updating controls and implementing control changes | |
| 2/12/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Comprehensive Partnership Taxation Form 1065 (Webinar) (25WC-0703)25WC-0703 | *Special and Targeted allocations *Proper calculation of outside and inside tax basis *Tax consequences of distributions including the impact of "hot assets" *Transfer of partnership interests *Issuance of partnership interests to service partners | |
| 2/4/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Basic Staff Tax Training: Individual (Webinar) (25WC-0481)25WC-0481 | *Emphasize form 1040 and the accompanying reporting schedules for a basic individual income tax return *Identify and be able to implement basic individual income tax planning ideas for clients*Familiarity with several source documents utilized in the preparation of an individual income tax return *Identify common errors made in the preparation of an individual income tax return and understand how to avoid the errors in the future | |
| 11/12/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Governmental and Not-for Profit Fraud (Webinar) (25WC-0503)25WC-0503 | *Review real-world examples of fraud schemes perpetrated against governments and not-for-profits, including misappropriations of cash, grant frauds, vendor frauds, inventory thefts, and payroll frauds *Understand and recognize fraud risk and fraud indicators *Consider types of fraud prevention programs | |
| 11/19/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Comprehensive Partnership Taxation Form 1065 (Webinar) (25WC-0558)25WC-0558 | *Special and Targeted allocations *Proper calculation of outside and inside tax basis *Tax consequences of distributions including the impact of "hot assets" *Transfer of partnership interests *Issuance of partnership interests to service partners | |
| 12/3/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Fiduciary Accounting Part 2: Tools, Rules and Relationship to Tax (Webinar) (25WC-0726)25WC-0726 | *Setting up a chart of accounts *Reviewing the estate plan *Distinguishing between "income" and "principal" *Understanding the relationship of fiduciary accounting to fiduciary taxation | |
| 2/17/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Fraud: How to Find, How to Prevent (Webinar) (25WC-0731)25WC-0731 | *Fraud and its impact on our clients *Fraud prevention *Internal controls *Fraud risks *Fraud prevention tips | |
| 2/20/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Nonprofit A&A Series Part 2: Revenue Recognition (Webinar) (25WC-0612)25WC-0612 | *Pledges and contributions *Restrictions and conditions *Special concerns with governmental funding *Donated goods and services *Special events *Revenues earned through sales and services to customers, including the application of CECL | |
| 12/22/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Social Security Basics and Strategies for Maximizing Benefits (Webinar) (25WC-0702)25WC-0702 | *Social Security planning, benefit calculation, and beneficiaries *Recent changes to "file and suspend" and "restricted application" strategies *Increasing benefits for self-employed individuals *Planning for surviving spouses *Integrating retirement plan distribution strategies with Social Security claiming strategies *Coordinating drawing Social Security benefits with the start of Medicare benefits, including a discussion of IRMAA | |
| 2/4/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Comprehensive FASB and AICPA Update for Tax Professionals (Webinar) (25WC-0639)25WC-0639 | *Broadly applicable ASU effective in 2024 and beyond *Significant recent SAS *Tax-basis financial statements *Statements on Quality Management Standards | |
| 1/8/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Form 1041 Advanced Series Part 2: Cash & Property Distribution Issues (Webinar) (25WC-0626)25WC-0626 | *Calculating DNI & the Distribution Deduction *Determining Types of Distributions and Whether a Distribution "Carries Out" DNI *In-Kind Distributions & the Impact on the Distribution Deduction *Depreciation and the Distribution of In-Kind Property *Distributions that Result in "Kenan Gain" *Funding a Pecuniary Bequest with Depreciated Property *IRC Sec. 643(e) | |
| 1/5/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| PFP Update: Issues, Exposures and Developing Client Strategy (Webinar) (25WC-0537)25WC-0537 | *Cash flow management *Insurance, investment, income tax, education, retirement and estate planning *Understanding client issues, diagnosing client exposures and determining client solutions *Closely held business owner strategies | |
| 11/25/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Pass-Thru Entity Owners Schedule K-1 Analysis (Webinar) (25WC-0491)25WC-0491 | *Detailed coverage of any new legislation affecting basis computations and distributions and changes to the schedule K-1s (including the Form 7203 - S Corporation Shareholder Stock and Debt Basis Limitations) *Line-by-line analysis of the Schedule K-1s to determine how the items affect an S shareholder's stock and debt basis and a partner/member's outside basis and where the items get reported on Federal individual income tax return *The three loss and deduction limitations on the owner's individual income tax return (i.e. basis, at-risk and other Form 1040 limitations) *How cash or non-cash distributions affect the basis calculations and whether or not they are taxable to the owners *Compare the tax treatment of the sale of a shareholder's stock in an S Corporation and a partner's interest in a partnership *What constitutes debt basis for an S Corporation shareholder under the final regulations *The tax ramifications of repaying loans to S Corporation shareholders and on open account debt *How recourse and non-recourse debt affect a partner or member's basis calculations and amount at-risk | |
| 11/13/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Estate Planning: A Comprehensive Overview (Webinar) (25WC-0667)25WC-0667 | *Intestate succession and probate administration *Holding title to assets *Lifetime asset transfers and testamentary asset transfer planning *Structures to avoid or minimize transfer taxes *Living trusts, including A-B and A-B-C, life insurance trusts, terminating irrevocable trusts, use of trust protectors, trust administration during incapacity and post-mortem | |
| 1/21/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Form 706 Preparation Part 4: GST Schedule R, Form 8971, Payments and Credits (Webinar) (25WC-0551)25WC-0551 | *Generation-Skipping Transfer Tax, Schedule R, including election statements and integration with the marital deduction *Foreign Death Tax Credit, Schedule P and Prior Transfer Credit, Schedule Q *Qualified Conservation Easements, Schedule U *Making Sec. 6166 election and using Graegin loans | Joseph Donita M. |
| 1/14/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Form 1041 Advanced Series Part 4: Post Mortem Considerations (Webinar) (25WC-0637)25WC-0637 | *A Review of the Expansive Nature of Trust Administration *The Use of Post-Mortem Elections *The Use of an Administrative Trust & its Advantages *Choosing a Fiscal Year for the Administrative Trust *The Successor Trustee of an Administrative Trust and whether the Trust is Simple or Complex? *Making the Sec. 645 Election, its Duration, Advantages and Disadvantages | |
| 1/7/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Form 709 Guidance: Gift Tax and Generation-Skipping Transfer Returns (Webinar) (25WC-0656)25WC-0656 | *Review of sample returns with illustrations of most forms of gifts *How to meet the adequate disclosure requirements *Community property gifts vs. gift splitting, use of DSUEA from a pre-deceased spouse *Electing in or out of GST allocations with indirect skips | |
| 1/16/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Tax Talks: November 2025 (Webinar) (25WC-0502)25WC-0502 | *Various tax topics from a legal perspective *International, Federal and State tax matters | |
| 11/18/2025 | 11 a.m. - 12:30 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| 101 Tax Planning Ideas (Webinar) (25WC-0504)25WC-0504 | *Planning opportunities in the tax formula *Different types of planning *Frequently-used planning techniques *Qualitative and quantitative considerations *The connection between tax planning and other financial planning areas, such as retirement, investment, insurance, and estate planning *Looking to the past, present, and future as we plan | |
| 11/19/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Federal Tax Update: Business Comprehensive (Webinar) (25WC-0538)25WC-0538 | *Review of recent federal legislation and administrative rulings *Review of recent modifications to tax forms *Review of small business tax law and administrative update changes *Review of retirement plan changes *Overall review of tax practice and procedures | |
| 11/26/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Mergers & Acquisitions Part 1: The Accountant's Role (Webinar) (25WC-0561)25WC-0561 | *The purpose and role of financial due diligence in the deal process, including quality of earnings analysis, evaluation of forecasts and sustainability of cash flow *Working capital adjustments and balance sheet due diligence *The impact of contemplated pricing, earn-outs and holdbacks *The deal timeline and flow of information *Understanding the terms and structure that fit the buyer and seller objectives *Tax and financial accounting treatment of select issues | |
| 12/4/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Leases: ASC Topic 842 In Depth (Webinar) (25WC-0532)25WC-0532 | *FASB ASC 842, Leases *All recently released updates to ASC 842, Leases | |
| 11/25/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Tax Aspects of Stock Investing (Webinar) (25WC-0684)25WC-0684 | *Active and passive investing *Dividend-paying stocks, value stocks, and the net investment income tax *Favorable capital gain strategies and the netting process *Exchange-traded funds (ETFs), stock options, and straddles | |
| 1/26/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Comprehensive FASB and AICPA Update for Tax Professionals (Webinar) (25WC-0640)25WC-0640 | *Broadly applicable ASU effective in 2024 and beyond *Significant recent SAS *Tax-basis financial statements *Statements on Quality Management Standards | |
| 1/8/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Comprehensive Partnership Taxation Form 1065 (Webinar) (25WC-0559)25WC-0559 | *Special and Targeted allocations *Proper calculation of outside and inside tax basis *Tax consequences of distributions including the impact of "hot assets" *Transfer of partnership interests *Issuance of partnership interests to service partners | |
| 12/3/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Preparation, Compilations and Reviews: A Practical Workshop (Webinar) (25WC-0689)25WC-0689 | *Preparation *Compilations *Reviews | |
| 1/29/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Comprehensive Passive Activity Losses (PAL) (Webinar) (25WC-0606)25WC-0606 | *Overview of the four loss limitation rules and how the PAL rules interact with the other limitations *Definition of a PAL including a detailed review of the 7 determining factors contained in the Treasury Regulations with a review of several recent court decisions that interpret this regulation *Impact of PAL rules on real estate ownership *Learn the six Nonshelterable Passive Activity (NOPA) rules that act as anti-abuse rules to the PAL rules *Discuss how the PAL rules impact tax credits *Discuss tax elections and planning techniques associated with PALs | |
| 12/18/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Federal Tax Update: Business Comprehensive (Webinar) (25WC-0539)25WC-0539 | *Review of recent federal legislation and administrative rulings *Review of recent modifications to tax forms *Review of small business tax law and administrative update changes *Review of retirement plan changes *Overall review of tax practice and procedures | |
| 11/26/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's Safeguarding Taxpayer Data: A Guide For Your Required Security Plan (Webinar) (25WC-0585)25WC-0585 | *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 | |
| 12/12/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics in the Real World (Webinar) (25WC-0688)25WC-0688 | *Why model codes of ethics fail *The science behind organizations "Ethical DNA" *Understanding the psychology behind "Tone at the Top" *The interaction between critical thinking and ethics *Breaking myths about motivation related to decision-making *Ethical decision-making under pressure *Are ethics and morals "fixed" or can we learn to improve | |
| 1/29/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| IRAs: Traditional, Roth, SEP and SIMPLE (Webinar) (25WC-0511)25WC-0511 | *An emphasis on newly enacted tax legislation affecting IRAs., including the NEW final required minimum distribution (RMD) regulations *Contribution limits to and tax treatment of distributions from Traditional, Roth, SEP and SIMPLE IRAs *Deductible phase-out limits for Traditional IRA contributions for taxpayers who are active participants in qualified retirement plans *Roth IRA contribution phase-out limits, as well as tax-free qualified distributions *Planning opportunities for conversions to ROTH IRAs *Rollover rules to/from different retirement accounts and the one-rollover-per-year limitation *The different options of receiving IRA distributions before age 59 1/2 and avoiding the 10% early distribution penalty (including substantially equal periodic payments) *The required minimum distribution (RMD) rules from IRAs needed to avoid the 50% penalty after the account owner turns age 72 or dies *The tax ramifications of spouse and non-spouse beneficiaries and how this affects the RMD calculation after the account owner's death *Overview of health savings account (HSA) eligibility rules, contribution limits and distribution rules | |
| 11/19/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| PFP Update: Income Tax, Retirement and Estate Planning (Webinar) (25WC-0698)25WC-0698 | *The personal financial planning process *Relevance to income tax *Retirement and estate planning concerns and solutions | |
| 2/3/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Top 10 Things to Know About Estate Taxation & Planning (Webinar) (25WC-0517)25WC-0517 | *The Numbers: Exemptions, exclusions and discounts *Portability and step-up in basis *Asset valuation *Deductions: Marital, charitable, transmission and administration *Retirement plan assets, annuities and life insurance *Trust funding and administration | |
| 11/20/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Accounting Fraud (Webinar) (25WC-0597)25WC-0597 | *The elements of fraud and the Fraud Triangle Theory *Types of fraud with a focus on management fraud *Best practices in fraud detection and deterrence | |
| 12/17/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Basic Staff Tax Training: Individual (Webinar) (25WC-0480)25WC-0480 | *Emphasize form 1040 and the accompanying reporting schedules for a basic individual income tax return *Identify and be able to implement basic individual income tax planning ideas for clients*Familiarity with several source documents utilized in the preparation of an individual income tax return *Identify common errors made in the preparation of an individual income tax return and understand how to avoid the errors in the future | |
| 11/12/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Internal and External Fraud: Understanding It and Working to Control It (Webinar) (25WC-0482)25WC-0482 | *Understanding why internal fraud occurs *Fraudulent acts initiated by outside organizations *Policies, procedures and control measures designed to fight fraud *Steps that verify anti-fraud activities are working | |
| 11/12/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Federal Tax Update: Individual Form 1040 (Webinar) (25WC-0641)25WC-0641 | *Review of recent federal legislation and administrative rulings *Review of recent modifications to tax forms *Review of small business tax law and administrative update changes *Review of retirement plan changes *Overall review of tax practice and procedures | |
| 1/8/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Comprehensive Update: FASB, AICPA (SAS, SQMS, SSARS & Ethics) (Webinar) (25WC-0646)25WC-0646 | *ASU effective in 2024 and beyond *Recent SAS *Selected ethics interpretations | |
| 1/13/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Divorce Concerns: Taxes, Valuation, Finances, Retirement and Obligations (Webinar) (25WC-0673)25WC-0673 | *Divorce and ongoing payment issues dealing with alimony and child support *Documents protecting a client going forward, including pre-nuptials, cohabitation agreements, post-nuptials and many others *Advanced income tax issues, including like-kind exchanges, filing status issues, credits and asset sales *Advanced retirement issues, including dissecting qualified, personal retirement, and nonqualified plans, QDROs, past and defunct plans, and using retirement assets to equalize assets *High-level valuation issues, including closely held business, stock redemptions, partnership redemptions and stock options | |
| 1/22/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Financial Accounting Standards: A Comprehensive Review (Webinar) (25WC-0488)25WC-0488 | *Application of professional judgment *Codification, GAAP and the GAAP hierarchy *Recent changes in financial statement presentation *Hot Topics in financial reporting & accounting | |
| 11/12/2025 | 10 a.m. - 5:30 p.m. | Online | 16 CPE (16 tech, 0 non-tech) | |
| Deception, Embezzlement and Fraud (Webinar) (25WC-0541)25WC-0541 | *Narcissism Studies *Fraud *Embezzlement *Technology used in scams | |
| 11/26/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Form 1041 Advanced Series Part 1: Why Complex Trusts are Complicated (Webinar) (25WC-0625)25WC-0625 | *How to Identify a Complex Trust and the Complications that Arise with Complex Trusts *The Importance of Recognizing the Tier System used by Complex Trusts *The Advantages and Requirements of the 65-day Rule *Special Issues Related to the Charitable Contribution Deduction *Use of a Checklist for Complex Trusts | |
| 1/5/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Introduction to Excel Macros (Webinar) (25WC-0643)25WC-0643 | *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 | |
| 1/9/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| International Tax Lunch Series February 2026 (Webinar) (25WC-0745)25WC-0745 | *Various tax topics from a legal perspective *International, Federal and State tax matters | |
| 2/27/2026 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Financial Accounting Standards: A Comprehensive Review (Webinar) (25WC-0489)25WC-0489 | *Application of professional judgment *Codification, GAAP and the GAAP hierarchy *Recent changes in financial statement presentation *Hot Topics in financial reporting & accounting | |
| 11/12/2025 | 8 a.m. - 3:30 p.m. | Online | 16 CPE (16 tech, 0 non-tech) | |
| Comprehensive Pass-Through Owners' Basis and Distribution Rules (Webinar) (25WC-0663)25WC-0663 | *Understand the four loss limitation rules applied on the owner's individual income tax return (i.e., basis, at-risk, passive, and excess business loss limitations) *Determine how to calculate an owners' initial tax basis of his pass-through entity *Learn how to correctly make annual adjustments to a pass-through owners' tax basis *Identify what constitutes a debt basis for an S Corporation shareholder *Learn the tax ramifications of repaying loans to S Corporation shareholders | |
| 1/21/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Federal Tax Update: Business Comprehensive (Webinar) (25WC-0682)25WC-0682 | *Review of recent federal legislation and administrative rulings *Review of recent modifications to tax forms *Review of small business tax law and administrative update changes *Review of retirement plan changes *Overall review of tax practice and procedures | |
| 1/27/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Retirement Advising: Accumulation and Decumulation Strategies (Webinar) (25WC-0668)25WC-0668 | *The downside of traditional retirement asset accumulation strategies *Threats to a successful retirement *Holistic retirement planning: how personal goals integrate with tax, estate, risk, and investment management principles *Matching investment assets with the appropriate retirement plan and distribution strategy *Review the provisions of the SECURE Acts and how they will impact retirement planning | |
| 1/22/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Accounting for Income Taxes for Private Companies (Webinar) (25WC-0653)25WC-0653 | *Sample Schedule M calculations *Sample work papers for deferred tax computations *Comprehensive two-year example and computations *Review and analysis of recurring temporary differences *Identification of the sources to compute "cumulative temporary differences" *Sample workpapers for analysis of tax positions | |
| 1/15/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| S Corporation (Form 1120S): Formation to Liquidation (Webinar) (25WC-0619)25WC-0619 | *Extensive review of the S Corporation tax laws with an emphasis on any new legislative changes including any TCJA provisions expiring after 2025 *Requirements to make an S election (i.e., types and numbers of shareholders and second class of stock issues) *Fixing late S Corporation elections (i.e., Form 2553) *S Corporation formation (Section 351) and liquidation issues *Revocation and termination of S Corporations *Schedule K and K-1 - separately stated versus non-separately stated income and expense items *Detailed Schedule K-1 reporting including the 20% qualified business income (QBI) deduction and 3.8% net investment income tax *Compensation issues including the tax treatment of fringe benefits *Built in gains tax and other planning opportunities when converting a C to S Corporation *Preparation of the Schedule M-2 and the ordering rules for distributions out of the AAA, PTI, E&P and OAA accounts *Tax treatment of stock redemptions (sale or distribution?) | |
| 12/29/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Comprehensive Update: FASB, AICPA (SAS, SQMS, SSARS & Ethics) (Webinar) (25WC-0578)25WC-0578 | *ASU effective in 2024 and beyond *Recent SAS *Selected ethics interpretations | |
| 12/11/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Accounting and Auditing Update (Webinar) (25WC-0574)25WC-0574 | *Review of select AICPA Technical Questions and Answers *Upcoming changes to accounting for goodwill, leasing and business combinations *Compilation and review standards and interpretations (SSARS) *Auditing standards and interpretations (SAS & SSAE) | |
| 12/10/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's Next Generation Excel Reporting (Webinar) (25WC-0743)25WC-0743 | *Identifying weaknesses in traditional reporting processes
*Using leading-edge features in Excel to improve reporting practices
*How to work with Power Query to solve common reporting challenges
*Adding Slicers and Timelines to your Excel-based reports | |
| 2/26/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Audits Under Uniform Guidance: Single Audit & NPOs (Webinar) (25WC-0647)25WC-0647 | *Concepts of the Single Audit under the Uniform Guidance *Performing the compliance audit of federal awards, including testing auditee compliance and internal control over compliance *Auditor reporting responsibilities including the compliance audit reports, the report on the schedule of expenditures of federal awards, and schedule of findings and questioned costs *Requirements for the schedule of expenditures of federal awards, known as the SEFA *Update on the OMB Compliance Supplement | |
| 1/13/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Form 709 Guidance: Gift Tax and Generation-Skipping Transfer Returns (Webinar) (25WC-0522)25WC-0522 | *Review of sample returns with illustrations of most forms of gifts *How to meet the adequate disclosure requirements *Community property gifts vs. gift splitting, use of DSUEA from a pre-deceased spouse *Electing in or out of GST allocations with indirect skips | |
| 11/21/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Internal and External Fraud: Understanding It and Working to Control It (Webinar) (25WC-0747)25WC-0747 | *Understanding why internal fraud occurs *Fraudulent acts initiated by outside organizations *Policies, procedures and control measures designed to fight fraud *Steps that verify anti-fraud activities are working | |
| 3/4/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| U.S. GAAP Disclosures for Non-Public Entities (Webinar) (25WC-0479)25WC-0479 | *FASB Accounting Standards Codification disclosure requirements *An overview of the disclosure landscape *How materiality enters into disclosure decisions *Navigating the FASB Codification | |
| 11/12/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Navigating Tax Court for Non-Lawyers (Webinar) (25WC-0674)25WC-0674 | *Determining when filing a Tax Court case can be a strategic benefit *Learn how to file the case *Understand the steps and deadlines in the Tax Court process *Review the settlement process *Know when the case gets to the point where you need help | |
| 1/23/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Not-for-Profit Organizations: Treasury Utilizing QuickBooks (Webinar) (25WC-0556)25WC-0556 | *Financial entity *IRS filing status *Recent ASC updates affecting nonprofits *Inflows and Outflows *QuickBooks Desktop *Setup *Data entry *Reporting *Governance policies and budgeting | |
| 12/3/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Not-For-Profit Organizations: Financial Update (Webinar) (25WC-0724)25WC-0724 | *Financial entity *IRS filing status *Recent ASC updates affecting nonprofit entities | |
| 2/17/2026 | 10 a.m. - 12:30 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Comprehensive Passive Activity Losses (PAL) (Webinar) (25WC-0515)25WC-0515 | *Overview of the four loss limitation rules and how the PAL rules interact with the other limitations *Definition of a PAL including a detailed review of the 7 determining factors contained in the Treasury Regulations with a review of several recent court decisions that interpret this regulation *Impact of PAL rules on real estate ownership *Learn the six Nonshelterable Passive Activity (NOPA) rules that act as anti-abuse rules to the PAL rules *Discuss how the PAL rules impact tax credits *Discuss tax elections and planning techniques associated with PALs | |
| 11/20/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Comprehensive Passive Activity Losses (PAL) (Webinar) (25WC-0671)25WC-0671 | *Overview of the four loss limitation rules and how the PAL rules interact with the other limitations *Definition of a PAL including a detailed review of the 7 determining factors contained in the Treasury Regulations with a review of several recent court decisions that interpret this regulation *Impact of PAL rules on real estate ownership *Learn the six Nonshelterable Passive Activity (NOPA) rules that act as anti-abuse rules to the PAL rules *Discuss how the PAL rules impact tax credits *Discuss tax elections and planning techniques associated with PALs | |
| 1/22/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| How AI is Automating Internal Control (Webinar) (25WC-0497)25WC-0497 | *An explanation of Artificial Intelligence (AI) *Specific ways AI is replacing human cognition *What is on the internal control horizon related to AI and other technologies | |
| 11/17/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Accounting and Tax Ethics: Standards, Issues and Case Studies (Webinar) (25WC-0675)25WC-0675 | *AICPA Code of Professional Conduct *Threats to compliance with Code of Ethics *Updated Statement of Standards for Taxpayer Services (SSTS) *Ethical challenges in selecting appropriate GAAP alternatives | |
| 1/26/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| A&A Update for Closely Held Businesses (Webinar) (25WC-0560)25WC-0560 | *Recently issued FASB Accounting Standards Updates, including those that will become effective during audit engagements conducted in 2024 *Recently issued Statements on Auditing Standards and other AICPA activity *Recently issued Statements on Standards for Accounting and Review Services | |
| 12/4/2025 | 10 a.m. - 3:30 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| U.S. GAAP Disclosures for Non-Public Entities (Webinar) (25WC-0628)25WC-0628 | *FASB Accounting Standards Codification disclosure requirements *An overview of the disclosure landscape *How materiality enters into disclosure decisions *Navigating the FASB Codification | |
| 1/6/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Not-for-Profit Organizations: Treasury Utilizing QuickBooks (Webinar) (25WC-0557)25WC-0557 | *Financial entity *IRS filing status *Recent ASC updates affecting nonprofits *Inflows and Outflows *QuickBooks Desktop *Setup *Data entry *Reporting *Governance policies and budgeting | |
| 12/3/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Comprehensive Pass-Through Owners' Basis and Distribution Rules (Webinar) (25WC-0664)25WC-0664 | *Understand the four loss limitation rules applied on the owner's individual income tax return (i.e., basis, at-risk, passive, and excess business loss limitations) *Determine how to calculate an owners' initial tax basis of his pass-through entity *Learn how to correctly make annual adjustments to a pass-through owners' tax basis *Identify what constitutes a debt basis for an S Corporation shareholder *Learn the tax ramifications of repaying loans to S Corporation shareholders | |
| 1/21/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Advanced Staff Tax Training: Individual (Webinar) (25WC-0506)25WC-0506 | *Taxation of investments *Reporting of business income and losses from pass-through entities including loss limitations *Non-income taxes that impact individual income tax returns *Retirement contributions and planning *Alternative Minimum Tax (ATM) *Social Security taxation *Charitable contribution planning with limitations | |
| 11/19/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Auditing Standards: A Comprehensive Review (Webinar) (25WC-0748)25WC-0748 | *Efficient audit planning, documentation and research *Risk assessment procedures relate control risk to substantive testing and reduce the risk of lawsuits *Fraud requirements *Testing management's estimates *Auditing standards | |
| 3/4/2026 | 8 a.m. - 3:30 p.m. | Online | 16 CPE (16 tech, 0 non-tech) | |
| Real Estate Taxation Full Circle (Webinar) (25WC-0734)25WC-0734 | *Personal residence and vacation home advantages and traps *Depreciation, credits, passive losses, qualified business income (QBI) *Installment sales *Involuntary conversions *Like-kind exchanges *Real estate investment trusts (REITs) | |
| 2/24/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Advanced Personal Financial Planning Update (Webinar) (25WC-0554)25WC-0554 | *Retirement: accumulation and decumulation techniques, Social Security, Medicare and long-term care *Debt management, including reverse mortgages and education financing *Insurance and investments from a life-planning perspective *Income tax legislation, cases, and rulings *Estate and trust planning strategies | |
| 12/3/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| IRAs: Traditional, Roth, SEP and SIMPLE (Webinar) (25WC-0583)25WC-0583 | *An emphasis on newly enacted tax legislation affecting IRAs., including the NEW final required minimum distribution (RMD) regulations *Contribution limits to and tax treatment of distributions from Traditional, Roth, SEP and SIMPLE IRAs *Deductible phase-out limits for Traditional IRA contributions for taxpayers who are active participants in qualified retirement plans *Roth IRA contribution phase-out limits, as well as tax-free qualified distributions *Planning opportunities for conversions to ROTH IRAs *Rollover rules to/from different retirement accounts and the one-rollover-per-year limitation *The different options of receiving IRA distributions before age 59 1/2 and avoiding the 10% early distribution penalty (including substantially equal periodic payments) *The required minimum distribution (RMD) rules from IRAs needed to avoid the 50% penalty after the account owner turns age 72 or dies *The tax ramifications of spouse and non-spouse beneficiaries and how this affects the RMD calculation after the account owner's death *Overview of health savings account (HSA) eligibility rules, contribution limits and distribution rules | |
| 12/11/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Accounting and Auditing Update (Webinar) (25WC-0721)25WC-0721 | *Review of select AICPA Technical Questions and Answers *Upcoming changes to accounting for goodwill, leasing and business combinations *Compilation and review standards and interpretations (SSARS) *Auditing standards and interpretations (SAS & SSAE) | |
| 2/12/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Case Studies in Accounting Fraud (Webinar) (25WC-0624)25WC-0624 | *Major financial statement frauds, including sales and other types of revenue, estimates, earnings management and cut-off *Major misappropriation of asset fraud schemes, including skimming, larceny, and additional schemes that occur in inventory, payables and other accounts *Review of cases involving common fraud schemes | |
| 1/5/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Form 1041 Advanced Series Part 3: Sec.199, Sec.67g & Charitable Deductions (Webinar) (25WC-0636)25WC-0636 | *Review of New Rules under IRC Sec. 67(g) *Review Surprises to Simple Trusts under IRC Sec. 67(g) *Presentation Issues with IRC Sec. 199A Deduction and the Tier System *Special Rules Relating to the Charitable Contribution Deduction *Problem Examples | |
| 1/7/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Not-for-Profit Organizations: Accounting Principles and Risk Management (Webinar) (25WC-0521)25WC-0521 | *Not-for-profit GAAP *Expense allocation methodologies *Risk management *Accounting errors | |
| 11/20/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Internal Controls: Strengthen Security, Efficiency and Employee Conduct (Webinar) (25WC-0715)25WC-0715 | *An overview of control frameworks and concepts *Strategy considerations that can be incorporated into control development *Understanding and controlling risk that arises when organizations change or choose not to | |
| 2/10/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Top 10 Things to Know About Estate Taxation & Planning (Webinar) (25WC-0516)25WC-0516 | *The Numbers: Exemptions, exclusions and discounts *Portability and step-up in basis *Asset valuation *Deductions: Marital, charitable, transmission and administration *Retirement plan assets, annuities and life insurance *Trust funding and administration | |
| 11/20/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Firm Ethics: A Practical Approach (Webinar) (25WC-0543)25WC-0543 | *AICPA Code of Professional Conduct *Ethics requirements for CPA firms | |
| 11/26/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Practical Accounting Update (Webinar) (25WC-0638)25WC-0638 | *New rules in the accounting arena *SQMS *NOCLAR rules *Cybersecurity *New audit standards | |
| 1/7/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Understanding and Creating an Internal Control System (Webinar) (25WC-0577)25WC-0577 | *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 | |
| 12/10/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's Budgeting and Forecasting Tools and Techniques (Webinar) (25WC-0590)25WC-0590 | *Budget-centric features in Excel
*Capital budgeting techniques
*Working with Solver and Scenario Manager in budgeting and forecasting environments
*Collaboration issues, version control, and audit history | |
| 12/15/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| Fiduciary Accounting Part 4: The New Frontier -- Total Return Trusts (Webinar) (25WC-0729)25WC-0729 | *What are new frontier trusts? *Situations where the use of the trustee's power to adjust or a unitrust can be beneficial *Understanding the requirements for using a particular strategy *Authority and requirements for the trustee's power to adjust with a problem example *Authority and requirements for unitrusts with a problem example *Including capital gains in "distributable net income" (DNI) | |
| 2/19/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Comprehensive Pass-Through Owners' Basis and Distribution Rules (Webinar) (25WC-0594)25WC-0594 | *Understand the four loss limitation rules applied on the owner's individual income tax return (i.e., basis, at-risk, passive, and excess business loss limitations) *Determine how to calculate an owners' initial tax basis of his pass-through entity *Learn how to correctly make annual adjustments to a pass-through owners' tax basis *Identify what constitutes a debt basis for an S Corporation shareholder *Learn the tax ramifications of repaying loans to S Corporation shareholders | |
| 12/16/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Federal Tax Update: Individual Form 1040 (Webinar) (25WC-0528)25WC-0528 | *Review of recent federal legislation and administrative rulings *Review of recent modifications to tax forms *Review of small business tax law and administrative update changes *Review of retirement plan changes *Overall review of tax practice and procedures | |
| 11/24/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Estate Planning Strategies Using Irrevocable Trusts (Webinar) (25WC-0592)25WC-0592 | *The gift, estate, and income tax treatment of irrevocable trusts *The benefits of spousal lifetime access trusts (SLATs), grantor retained interest trusts (GRATs and GRUTs), qualified personal residence trusts (QPRTs), life insurance trusts (ILITs), domestic asset protection trusts (DAPTs), dynasty trusts, and retirement trusts | |
| 12/16/2025 | 10 a.m. - 3:30 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| ABC Trust Planning and the Portable Exclusion (Webinar) (25WC-0677)25WC-0677 | *The interplay of the estate, gift, generation-skipping, and income taxes *Claiming and protecting the portable exclusion *Marital deduction planning: rules for and reasons to use Survivor s and QTIP trusts *"B" (Bypass) trusts *"A" (Survivor s)/"C" (QTIP) trusts planning *What planners should tell their wealthy clients after the issuance of the Clawback Regulations | |
| 1/27/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Leases: ASC Topic 842 In Depth (Webinar) (25WC-0533)25WC-0533 | *FASB ASC 842, Leases *All recently released updates to ASC 842, Leases | |
| 11/25/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Top 10 Things to Know About Estate Taxation & Planning (Webinar) (25WC-0633)25WC-0633 | *The Numbers: Exemptions, exclusions and discounts *Portability and step-up in basis *Asset valuation *Deductions: Marital, charitable, transmission and administration *Retirement plan assets, annuities and life insurance *Trust funding and administration | |
| 1/6/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Comprehensive FASB and AICPA Update for Tax Professionals (Webinar) (25WC-0694)25WC-0694 | *Broadly applicable ASU effective in 2024 and beyond *Significant recent SAS *Tax-basis financial statements *Statements on Quality Management Standards | |
| 2/3/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Income Statement Disaggregation: ASC 240-40 (Webinar) (25WC-0661)25WC-0661 | *Disclosure - Overview *Disclosure - Expense Disaggregation *Implementation Guidance | |
| 1/20/2026 | 10 a.m. - 12:30 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
| A&A Update for Closely Held Businesses (Webinar) (25WC-0652)25WC-0652 | *Recently issued FASB Accounting Standards Updates, including those that will become effective during audit engagements conducted in 2024 *Recently issued Statements on Auditing Standards and other AICPA activity *Recently issued Statements on Standards for Accounting and Review Services | |
| 1/15/2026 | 10 a.m. - 3:30 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| PFP Update: Issues, Exposures and Developing Client Strategy (Webinar) (25WC-0699)25WC-0699 | *Cash flow management *Insurance, investment, income tax, education, retirement and estate planning *Understanding client issues, diagnosing client exposures and determining client solutions *Closely held business owner strategies | |
| 2/3/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Comprehensive Update: FASB, AICPA (SAS, SQMS, SSARS & Ethics) (Webinar) (25WC-0579)25WC-0579 | *ASU effective in 2024 and beyond *Recent SAS *Selected ethics interpretations | |
| 12/11/2025 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Living Trust Administration Workshop (Webinar) (25WC-0739)25WC-0739 | *The steps in Trust Administration *Delaware Tax Trap - its unique use *Change of the exemption in 2026 and its impact *Whether to file a 706 for portability election and/or Q-Tipping the Credit Trust *Preparation of trust accountings *Trust administration of Medi-Cal Trusts, QPRT, GRAT and IDGTs | |
| 2/24/2026 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| CANCELLED - Ethical Responsibilities for CPAs (Webinar) (25WC-0732)25WC-0732 | *Ethical Responsibilities for CPAs *The AICPA Code of Professional Conduct *PCAOB Ethical Standards *The Sarbanes Oxley Act *The Foreign Corrupt Practices Act *Circular 230 for Tax Practitioners *The Dodd-Frank Banking Reform Act | Basney Dana |
| 2/23/2026 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Form 706 Preparation Part 3: Reporting Deductions (Webinar) (25WC-0550)25WC-0550 | *How to report funeral and administrative expenses on Schedule J and/or L *How to report debts, mortgages and liens on Schedule K *Marital deduction and elections, QTIP, Reverse QTIP, QDOT, over-stated marital deductions *Charitable deduction Schedule O and potential problems | Joseph Donita M. |
| 1/14/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Emerging Issues in Financial Accounting (Webinar) (25WC-0744)25WC-0744 | *Are we equipped to deal with a resurgence in financial accounting fraud *Private company accounting standards, options and elections *The latest on crypto and ESG *Accounting and auditing for SAAS arrangements, impairments and going-concern, and debt modification accounting *FASB and PCC agenda | |
| 2/27/2026 | 11 a.m. - 1:30 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Generation-Skipping Transfer Tax (Webinar) (25WC-0686)25WC-0686 | *Taxable terminations *Mismatch between available exemption and GST, and utilizing excess GST *GST elections on Form 709 and automatic allocations | |
| 1/28/2026 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Analyzing Financial Statements (Webinar) (25WC-0714)25WC-0714 | *Financial Reporting and Financial Statements *Use of Non-GAAP performance measures and key performance indicators *Forecasting *Valuation *Comprehensive Financial Statement Analysis with Case Study | |
| 2/10/2026 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Featured
MNCPA Tax Conference (TAX25) (25CF-TAXC)25CF-TAXC | | Koutelieris George Smith Susan Bromelkamp David J Stephens Tommy G Stephens Tommy G White Greg Neiffer Paul G. Schalkle Barry L Wittman Cozy White Greg Kidney Dan Will Duncan Wedul Linda Koutelieris George Smith Susan Bromelkamp David J Selcer Charles Koutelieris George Donti Leah Fisk Sharyn Bryson Les Donti Leah Stephens Tommy G Sullivan Ashley Zollars Edward K Haase David White Greg Koutelieris George Kidney Dan Korzhen Alex Fragnito Geno Zollars Edward K Simpson Lisa Torseth Tara F Torseth Tara F Boyer Aaron G Marquart Paul Tewes Danielle Kuehl Dr. Christopher Ranheim Luther Yevzelman Masha M Peters David R. Mulvaney Dan Vincent Shannon Zollars Edward K Pfutzenreuter Kathleen E. Revermann Claudia M White Greg Cook Lester White Greg Rudolph Brian Stephens Tommy G Wagner Benjamin A Schalkle Barry L Jones Nate Ernsberger Kyle White Greg Wesely Kyle V Hill Will Koutelieris George Koutelieris George Stephens Tommy G Hill Will Kupchella Rick Warady Michael Boeckholt Kevin Stephens Tommy G Garrett John |
| 11/17/2025 | 8 a.m. - 5 p.m. | Minneapolis, MN and Online | 24 CPE (see agenda) | 3.5 Ethics |
| Reviewing S Corporation Tax Returns: What Are You Missing? (Webinar) (25WI-0497)25WI-0497 | *Form 1120-S
*Schedule K-1
*Schedules K-2 and K-3
*Schedule L
*Schedules M-1 and M-2
*Form 4562
*Form 4797 | |
| 2/17/2026 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Foundational Carbon Accounting (Webinar) (25WI-0353)25WI-0353 | *Carbon accounting
*Inventory boundaries and scope 1, 2 & 3 emissions
*Different approaches to carbon accounting
*How to categorize emissions
*Calculate emissions | |
| 11/20/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Accounting for Digital Assets Under U.S. GAAP: Crypto Lending and Borrowing (Webinar) (25WI-0342)25WI-0342 | *What is crypto lending?
*The meaning of commonly used crypto lending terms
*How the nature of the crypto asset and the terms of the lending arrangement affect accounting arrangements
*Which disclosures are applicable based on the facts and circumstances
*FASB ASU No. 2023-08, Intangibles--Goodwill and Other--Crypto Assets (Subtopic 350-60): Accounting for and Disclosure of Crypto Assets | |
| 11/17/2025 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Governmental and Not-for-Profit Annual Update (Webinar) (25WI-0505)25WI-0505 | *GASB update
*Not-for-profit accounting update
*Revenue recognition in not-for-profits
*FASB's lease standard
*FASB update
*Auditor's report and conforming changes
*Auditing Standards Board update
*Governmental auditing update | |
| 2/20/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Annual Update for Controllers and Finance Managers: Driving Business Value (Webinar) (25WI-0428)25WI-0428 | *Economic trends and their effect on business
*Ways to drive operational efficiency
*Leveraging technology in finance
*Cash management and working capital
*Effective talent management
*Sustainability and corporate responsibility | |
| 1/5/2026 | 9 a.m. - 4 p.m. | Online | 7 CPE (7 tech, 0 non-tech) | |
| Controller Series: Technology -- Must-Have Excel Competencies (Webinar) (25WI-0514)25WI-0514 | *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 | |
| 2/27/2026 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Construction Contractors: Non-Revenue and Non-Lease Accounting Considerations (Webinar) (25WI-0521)25WI-0521 | *Types of contractors
*Non-revenue GAAP accounting for contractors
*Contractor financial statements
*Sureties and their place in the construction relationship | |
| 3/6/2026 | 11:30 a.m. - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Contract Accounting, Lease Accounting and their Impact on Construction Contractors (Webinar) (25WI-0360)25WI-0360 | *Contract accounting
*Revenue Recognition
*Leases | |
| 11/24/2025 | 1 - 2:30 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Tax Planning for Small Businesses: Tax Staff Essentials (Webinar) (25WI-0356)25WI-0356 | *Starting a business -- the tax life of a business
*Selecting a business entity type
*SECURE Act 1.0 and 2.0
*Section 199A and the qualified business income deduction
*Accounting methods
*Compensation of owners -- hiring family members
*Reasonable compensation
*Depreciation, Section 179 and bonus depreciation
*Transactions with owners
*Buy-sell and noncompete agreements
*Exiting the business -- special exit techniques | |
| 11/20/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Pass-Through and Corporate Annual Tax Update (Webinar) (25WI-0375)25WI-0375 | *Strategies for tax savings
*Business entity Changes
*IRS Administrative issues, compliance and new forms
*Court cases settled in the last year that provide tax return guidance
*Position authority
*IRS rulings, procedures and notices for the last year
*New, updated and expiring tax deductions and credits | |
| 12/2/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Controller Series: Insightful Financial Analysis (Webinar) (25WI-0465)25WI-0465 | *Reasons why it's so difficult to provide an "insightful" financial analysis
*What is the definition of a financial analysis
*The six steps of a financial analysis
*Key takeaways | |
| 1/23/2026 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Tax Fundamentals of LLCs and Partnerships: Tax Staff Essentials (Webinar) (25WI-0362)25WI-0362 | *Basic tax Structure of partnerships and LLCs
*Check-the-box elections to be taxed as a partnership
*Partnership distributions
*Compensatory payments to partners
*At-risk and passive activity limits
*Profit and loss allocations: General rules and restrictions | |
| 11/24/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Getting Comfortable With Being Uncomfortable (Webinar) (25WI-0474)25WI-0474 | *Diversity
*Unconscious bias
*Emerging technologies
*Talent management | |
| 2/3/2026 | 1 - 2:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Governmental and Not-for-Profit Annual Update (Webinar) (25WI-0361)25WI-0361 | *GASB update
*Not-for-profit accounting update
*Revenue recognition in not-for-profits
*FASB's lease standard
*FASB update
*Auditor's report and conforming changes
*Auditing Standards Board update
*Governmental auditing update | |
| 11/24/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Capitalized Costs and Depreciation: Tax Staff Essentials (Webinar) (25WI-0414)25WI-0414 | *Tax basis of property acquisitions
*Initial basis of property acquired in an exchange transaction
*Materials, supplies, repairs and improvements
*Accounting method changes
*Depreciation: MACRS, Section 179 and bonus
*Intangible assets and amortization
*Organization and start-up costs
*Research and experimental expenditures | |
| 12/18/2025 | 9 a.m. - 2:30 p.m. | Online | 5.5 CPE (5.5 tech, 0 non-tech) | |
| Advanced Tax Planning S Corporations: Tax Staff Essentials (Webinar) (25WI-0410)25WI-0410 | *Basis in S corporation stock
*Distributions
*Compensation planning
*Qualified subchapter S subsidiaries
*Liquidations, reorganizations and redemptions
*Estate planning and the use of trusts
*Section 199A | |
| 12/17/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Reviewing Individual Tax Returns (Webinar) (25WI-0489)25WI-0489 | *Passive-activity losses
*Qualified business income deduction
*Home office
*Schedule C activity and hobby losses
*Business start-ups and deductions
*Alimony
*Discharge of debt | |
| 2/11/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Navigating the AI Landscape​: An Introduction to Generative AI and ChatGPT for Accounting Professionals​ (Webinar) (25WI-0494)25WI-0494 | *Practical examples of productivity improvements Using ChatGPT
*Live Demonstration of ChatGPT | |
| 2/13/2026 | 12 - 1:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Performing Preparation, Compilation and Review Engagements (Webinar) (25WI-0518)25WI-0518 | *Definition of an engagement
*Forms, checklists and other documentation for preparing, compiling and reviewing engagements
*Explanation of the differences between compilation and preparation engagements
*Criteria of a compilation engagement and the entities where compilations can be performed
*Criteria of a review engagement
*Changes in level of service | |
| 3/5/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| SOC 2 Report Walkthrough (Webinar) (25WI-0351)25WI-0351 | *Sections within a SOC 2 report
*CUEC considerations
*Inclusive versus carve-out methods of reporting on controls at subservice organizations
*Report opinion types
*SOC 3 reporting
*Bridge letters | |
| 11/19/2025 | 8 - 9:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: Avoiding the Slippery Slope of Ethical Pressures (Webinar) (25WI-0504)25WI-0504 | *Benefits of ethical behavior
*Six steps to creating and maintaining an ethical culture
*Example of unethical behavior in ethical companies | |
| 2/19/2026 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| Contract Accounting, Lease Accounting and their Impact on Construction Contractors (Webinar) (25WI-0468)25WI-0468 | *Contract accounting
*Revenue Recognition
*Leases | |
| 1/27/2026 | 9 - 10:30 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Building Resiliency: The Upside of Stress (Webinar) (25WI-0349)25WI-0349 | *How your view of stress determines its effect on you
*Think of stress differently so that it is beneficial rather than harmful
*The benefits of stress
*How to cultivate a mindset that embraces stress and activates the brain's natural ability to learn from it | |
| 11/18/2025 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Reviewing Individual Tax Returns: What Are You Missing? (Webinar) (25WI-0499)25WI-0499 | *Qualified business income deduction
*Hobby losses
*Self-employment health insurance
*Business start-up costs
*Depreciation
*Schedule C issues
*Like-kind exchanges
*Clean vehicle credit | |
| 2/18/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Performing a Single Audit Under the Uniform Guidance (Webinar) (25WI-0451)25WI-0451 | *Fundamentals of a compliance audit performed under the Uniform Guidance
*Identifying federal awards and major programs
*Pass-through entities and subrecipients
*Schedule of expenditure of federal awards (SEFA)
*Using the compliance supplement
*Uniform Guidance administrative requirements and cost principles
*Testing internal control over compliance
*Writing an audit finding and reporting requirements of a single audit | |
| 1/15/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Ethics: Avoiding the Slippery Slope of Ethical Pressures (Webinar) (25WI-0365)25WI-0365 | *Benefits of ethical behavior
*Six steps to creating and maintaining an ethical culture
*Example of unethical behavior in ethical companies | |
| 11/25/2025 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| AI-Powered Excel: Leveraging AI and ChatGPT for Supercharged Productivity (Webinar) (25WI-0461)25WI-0461 | *Harnessing AI to streamline your Excel workflows, achieving unparalleled productivity
*Discover Excel's integrated AI features and learn how to utilize ChatGPT for researching, creating, understanding and troubleshooting Excel functions and formulas. Transform tasks that typically take two hours into mere minutes
*Explore using ChatGPT for efficient research and learning, enabling quick access to answers for Excel-related inquiries
*Optimize your Excel work, research and documentation, significantly saving time and effort in your daily tasks | |
| 1/21/2026 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Reviewing Partnership Tax Returns: What Are You Missing? (Webinar) (25WI-0404)25WI-0404 | *Form 1065
*Schedules K and K-1
*Schedules M-1 and M-2
*Calculating recourse and nonrecourse liabilities
*Partner inside and outside basis
*Partner's capital account analysis
*Sections 704(b), 704(c), 721, 722, 732(b), 734(b), 737, 743(b) | |
| 12/12/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Form 990: Best Practices for Accurate Preparation (Webinar) (25WI-0357)25WI-0357 | *Primacy of the Form 990 as a "one size fits all" reporting mechanism
*Form 990 preparation sequencing and data gathering; and keys to getting Form 990 preparation right the first time
*Addressing presence of "related organizations"
*Identification of managers and measurements of their compensation
*990 versus books-and-records financial statement detail
*Disclosures of governance inputs and Boards' employ of policies | |
| 11/21/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Reviewing Partnership Tax Returns: What Are You Missing? (Webinar) (25WI-0496)25WI-0496 | *Form 1065
*Schedules K and K-1
*Schedules M-1 and M-2
*Calculating recourse and nonrecourse liabilities
*Partner inside and outside basis
*Partner's capital account analysis
*Sections 704(b), 704(c), 721, 722, 732(b), 734(b), 737, 743(b) | |
| 2/17/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Finance Business Partnering: Influence to Impact (Webinar) (25WI-0396)25WI-0396 | *An overview of the finance business partner
*Developing business acumen
*Business Model Generation
*Strategic Planning process
*Improving the impact of your communication
*Read your stakeholders better
*Communication insights | |
| 12/10/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Ethics With A Dash of Courage (Webinar) (25WI-0354)25WI-0354 | *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 | |
| 11/20/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Reviewing Partnership Tax Returns: What Are You Missing? (Webinar) (25WI-0334)25WI-0334 | *Form 1065
*Schedules K and K-1
*Schedules M-1 and M-2
*Calculating recourse and nonrecourse liabilities
*Partner inside and outside basis
*Partner's capital account analysis
*Sections 704(b), 704(c), 721, 722, 732(b), 734(b), 737, 743(b) | |
| 11/13/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Excel for Accounting Professionals Session 1: Tables and Named References (Webinar) (25WI-0475)25WI-0475 | *Excel conventions
*Critical shortcuts
*Named references
*Tables | |
| 2/4/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Performing Preparation, Compilation and Review Engagements (Webinar) (25WI-0447)25WI-0447 | *Definition of an engagement
*Forms, checklists and other documentation for preparing, compiling and reviewing engagements
*Explanation of the differences between compilation and preparation engagements
*Criteria of a compilation engagement and the entities where compilations can be performed
*Criteria of a review engagement
*Changes in level of service | |
| 1/14/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Excel for Accounting Professionals Session 8: Dynamic Headers, Mapping Tables and Error Check (Webinar) (25WI-0394)25WI-0394 | *Dynamic headers
*Horizontal reports
*Mapping tables
*Data validation
*Improve error checking
*Concepts applied | |
| 12/9/2025 | 10:30 a.m. - 2 p.m. | Online | 3.5 CPE (3.5 tech, 0 non-tech) | |
| Linking Risk Management to Strategy (Webinar) (25WI-0463)25WI-0463 | *Enterprise risk management
*Strategic planning
*Key challenges organizations face
*The finance professional's expanding role
*Black Swan events | |
| 1/22/2026 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Controller Series: Insightful Financial Analysis (Webinar) (25WI-0359)25WI-0359 | *Reasons why it's so difficult to provide an "insightful" financial analysis
*What is the definition of a financial analysis
*The six steps of a financial analysis
*Key takeaways | |
| 11/24/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Current Audit Environment and ASB Activity (Webinar) (25WI-0525)25WI-0525 | *Updates to auditing and attestation standards
*Recently issued exposure drafts
*Current environment and implication for audit planning | |
| 3/10/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| MBAExpress: Business Process Improvement -- V2.0 (Webinar) (25WI-0467)25WI-0467 | *Benefits of lean
*Lean in a service organization
*Flow organization
*Reducing costs
*Maximizing productivity
*Minimizing waste and re-work
*Best practices
*The lean business
*Value and value stream
*Pursuit of perfection
*Employee empowerment | |
| 1/26/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Ethics: Critical Thinking, Case Studies and Fraud (Webinar) (25WI-0488)25WI-0488 | *AICPA Code of Professional Conduct
*CPA responsibilities and AU-C 315
*The new AICPA Ethics Codification
*Disciplinary cases and actions
*CPA Vision
*Seminal events
*The impact of ethical and unethical conduct on our profession | |
| 2/10/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Finance Business Partnering: A Roadmap to Strategic Influence (Webinar) (25WI-0456)25WI-0456 | *The Evolution of the Finance role
*Defining Business Partnering
*Building Relationships
*Business Acumen
*Strategic Thinking and Problem Solving | |
| 1/16/2026 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Lessee and Lessor Accounting (Webinar) (25WI-0382)25WI-0382 | *Lessee and lessor accounting models
*Lease and non-lease components
*Lease classifications
*Initial and subsequent measurement of leases | |
| 12/4/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Risk Management Techniques and Tools (Webinar) (25WI-0473)25WI-0473 | *Enterprise risk management
*ISO 2018:31000 principles
*COSO ERM framework
*Tools and techniques in risk awareness and management
*Value stream perspective for enterprise risk management | |
| 2/3/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: Critical Thinking, Case Studies and Fraud (Webinar) (25WI-0458)25WI-0458 | *AICPA Code of Professional Conduct
*CPA responsibilities and AU-C 315
*The new AICPA Ethics Codification
*Disciplinary cases and actions
*CPA Vision
*Seminal events
*The impact of ethical and unethical conduct on our profession | |
| 1/20/2026 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Current and Upcoming FASB Issues (Webinar) (25WI-0435)25WI-0435 | *FASB recent accounting standards updates
*FASB conceptual framework projects
*FASB measurement projects
*FASB Presentation and disclosure projects | |
| 1/7/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accounting for Digital Assets Under U.S. GAAP: Specialized Accounting, Fair Value, and Stablecoins (Webinar) (25WI-0492)25WI-0492 | *Guidance on how to account for digital assets
*Fair value of digital assets under FASB ASC 820
*Accounting for stablecoins
*Specialized industry practice for digital asset accounting | |
| 2/13/2026 | 10 - 11:30 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Individual Tax Fundamentals: Tax Staff Essentials (Webinar) (25WI-0371)25WI-0371 | *Filing requirements and personal exemptions
*Gross income inclusions, exclusions and adjustments
*Standard and itemized deductions
*Tax credits
*Tax provisions for high-income taxpayers
*3.8% net investment income tax
*Roth IRA, IRA and retirement plan options
*Section 199A qualified business income deduction | |
| 12/1/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| AI-Powered Excel: Leveraging AI and ChatGPT for Supercharged Productivity (Webinar) (25WI-0437)25WI-0437 | *Harnessing AI to streamline your Excel workflows, achieving unparalleled productivity
*Discover Excel's integrated AI features and learn how to utilize ChatGPT for researching, creating, understanding and troubleshooting Excel functions and formulas. Transform tasks that typically take two hours into mere minutes
*Explore using ChatGPT for efficient research and learning, enabling quick access to answers for Excel-related inquiries
*Optimize your Excel work, research and documentation, significantly saving time and effort in your daily tasks | |
| 1/8/2026 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Auditing Digital Assets: Client Acceptance and Continuance, Risk Assessment, and Laws, Regulations and Related Parties (Webinar) (25WI-0388)25WI-0388 | *Client acceptance and continuance
*Risk assessment and processes and controls
*Laws and regulations and related parties | |
| 12/5/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Construction Contractors: Non-Revenue and Non-Lease Accounting Considerations (Webinar) (25WI-0386)25WI-0386 | *Types of contractors
*Non-revenue GAAP accounting for contractors
*Contractor financial statements
*Sureties and their place in the construction relationship | |
| 12/4/2025 | 11:30 a.m. - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Reviewing Individual Tax Returns (Webinar) (25WI-0380)25WI-0380 | *Passive-activity losses
*Qualified business income deduction
*Home office
*Schedule C activity and hobby losses
*Business start-ups and deductions
*Alimony
*Discharge of debt | |
| 12/3/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Excel for Accounting Professionals Session 4: Conditional Summing and Lookups (Webinar) (25WI-0487)25WI-0487 | *Excel shortcuts
*Conditional summing
*Removing duplicate values
*VLOOKUP function | |
| 2/10/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Tax Fundamentals of LLCs and Partnerships: Tax Staff Essentials (Webinar) (25WI-0470)25WI-0470 | *Basic tax Structure of partnerships and LLCs
*Check-the-box elections to be taxed as a partnership
*Partnership distributions
*Compensatory payments to partners
*At-risk and passive activity limits
*Profit and loss allocations: General rules and restrictions | |
| 1/29/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| AICPA's Annual Federal Tax Update (Webinar) (25WI-0387)25WI-0387 | *Strategies for tax savings
*Business entity changes
*IRS administrative issues, compliance and new forms
*Court cases settled in the last year that provide tax return guidance
*Position authority
*IRS rulings, procedures, and notices for the last year
*New, updated and expiring tax deductions and credits | |
| 12/5/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Accounting for Digital Assets Under U.S. GAAP: Derivatives and Mining (Webinar) (25WI-0358)25WI-0358 | *How to recognize a derivative or embedded derivative in a digital asset transaction
*How to determine if a derivative or embedded derivative meets the net settlement criterion
*Understand the Financial statement impact and disclosure considerations related to derivatives and embedded derivatives
*How the mining process is used to validate transactions
*How revenue is recognized by mining entities | |
| 11/24/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Forensic Accounting: Fraud Investigations (Webinar) (25WI-0400)25WI-0400 | *Evidence in the investigative process
*Tools used in forensic investigations
*Conducting interviews
*Forensic accounting reports
*Expert witness testimony | |
| 12/12/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Estate and Trust Primer: Tax Staff Essentials (Webinar) (25WI-0397)25WI-0397 | *Types of trusts
*Trustee powers
*Recognition and realization of income
*Elements of an estate
*Taxation of trusts and estates
*Basic concepts of estate planning | |
| 12/10/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Linking Risk Management to Strategy (Webinar) (25WI-0345)25WI-0345 | *Enterprise risk management
*Strategic planning
*Key challenges organizations face
*The finance professional's expanding role
*Black Swan events | |
| 11/18/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| How Culture Affects Risks (Webinar) (25WI-0454)25WI-0454 | *Communicating core values
*Corporate culture built upon core values
*Risk awareness
*Behavioral-based interviewing | |
| 1/16/2026 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Leading in Exponential Times (Webinar) (25WI-0453)25WI-0453 | *The 5 C's of leading during exponential times
*Harness the powerful trends of the Fourth Industrial Revolution accelerated by the pandemic
*Learn about the skills you will need to thrive in a world of exponentials
*Create a winning culture that can thrive in the VUCA world
*Become a proactive future-focused leader that drives transformation and avoids disruption | |
| 1/15/2026 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Pass-Through and Corporate Annual Tax Update (Webinar) (25WI-0452)25WI-0452 | *Strategies for tax savings
*Business entity Changes
*IRS Administrative issues, compliance and new forms
*Court cases settled in the last year that provide tax return guidance
*Position authority
*IRS rulings, procedures and notices for the last year
*New, updated and expiring tax deductions and credits | |
| 1/15/2026 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Governmental and Not-for-Profit Annual Update (Webinar) (25WI-0389)25WI-0389 | *GASB update
*Not-for-profit accounting update
*Revenue recognition in not-for-profits
*FASB's lease standard
*FASB update
*Auditor's report and conforming changes
*Auditing Standards Board update
*Governmental auditing update | |
| 12/8/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Auditing, Assurance, and Ethics Update for Governments and Not-for-Profits (Webinar) (25WI-0366)25WI-0366 | *Auditor reporting standards
*Auditing Standards Board updates
*Common audit deficiencies
*SQMS No. 1 and SQMS No. 2
*2024 Yellow Book revision | |
| 11/25/2025 | 1 - 4:30 p.m. | Online | 3.5 CPE (3.5 tech, 0 non-tech) | |
| Excel for Accounting Professionals Session 6: List Comparisons and Indenting (Webinar) (25WI-0368)25WI-0368 | *List comparisons
*The ISERROR function
*Multicolumn lists with COUNTIFS
*Indentation
*Perform lookups with SUMIFS | |
| 12/1/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Excel for Accounting Professionals Session 3: Workbook Design Principles and Organization (Webinar) (25WI-0486)25WI-0486 | *Cell styles
*Workbook design principles
*Nested functions
*Selecting cells and objects
*Organizing worksheets | |
| 2/10/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Look Lead Love Learn (Webinar) (25WI-0411)25WI-0411 | *Collaborate and connect with others
*Innovate
*Inspire others
*Build a strong and future-ready culture in your company
*Conquer complexity with collaboration | |
| 12/17/2025 | 8:30 - 10 a.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
| Preparation, Compilation and Review Engagements: Update and Review (Webinar) (25WI-0445)25WI-0445 | *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 | |
| 1/14/2026 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Documenting Your EBP Audit: What You Need to Know (Webinar) (25WI-0408)25WI-0408 | *Audit planning
*Risk assessment and control testing
*Documentation best practices for investments and notes receivable
*Key audit areas in the financial statements, such as contributions, benefit payments, and plan expense
*Participant data and participant accounts
*Initial audits, plan mergers, and other issues | |
| 12/16/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| COSO's Internal Control Framework Essentials (Webinar) (25WI-0424)25WI-0424 | *Components and principles of internal control
*Concepts associated with the COSO framework
*Management responsibilities versus Auditor responsibilities
*Common significant accounting processes
*Tools and techniques used for internal control documentation | |
| 12/29/2025 | 8 - 11:30 a.m. | Online | 3.5 CPE (3.5 tech, 0 non-tech) | |
| Preparation, Compilation and Review Engagements: Update and Review (Webinar) (25WI-0327)25WI-0327 | *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 | |
| 11/11/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Risk is Increasing -- and Risk Management is Evolving (Webinar) (25WI-0510)25WI-0510 | *Risk management
*Value stream and Plus/Delta techniques
*Cyber risks
*Black Swan events | |
| 2/23/2026 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Individual Income and Tax Compliance Annual Update (Webinar) (25WI-0390)25WI-0390 | *IRS guidance, including notices, revenue rulings and revenue procedures
*IRS and Treasury proposed, temporary and final regulations
*U.S. tax court cases
*Legislative updates | |
| 12/8/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Current Audit Environment and ASB Activity (Webinar) (25WI-0392)25WI-0392 | *Updates to auditing and attestation standards
*Recently issued exposure drafts
*Current environment and implication for audit planning | |
| 12/8/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Documenting Your EBP Audit: What You Need to Know (Webinar) (25WI-0457)25WI-0457 | *Audit planning
*Risk assessment and control testing
*Documentation best practices for investments and notes receivable
*Key audit areas in the financial statements, such as contributions, benefit payments, and plan expense
*Participant data and participant accounts
*Initial audits, plan mergers, and other issues | |
| 1/20/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Building Resiliency: The Upside of Stress (Webinar) (25WI-0519)25WI-0519 | *How your view of stress determines its effect on you
*Think of stress differently so that it is beneficial rather than harmful
*The benefits of stress
*How to cultivate a mindset that embraces stress and activates the brain's natural ability to learn from it | |
| 3/5/2026 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| AICPA's Annual Federal Tax Update (Webinar) (25WI-0416)25WI-0416 | *Strategies for tax savings
*Business entity changes
*IRS administrative issues, compliance and new forms
*Court cases settled in the last year that provide tax return guidance
*Position authority
*IRS rulings, procedures, and notices for the last year
*New, updated and expiring tax deductions and credits | |
| 12/19/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Documenting Internal Control (Webinar) (25WI-0344)25WI-0344 | *Documentation tools such as internal control questionnaires, narratives, flowcharts and control matrixes
*Auditor considerations for documenting internal controls in a risk assessment
*Documentation of an assessment of internal control | |
| 11/18/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Lessee and Lessor Accounting (Webinar) (25WI-0331)25WI-0331 | *Lessee and lessor accounting models
*Lease and non-lease components
*Lease classifications
*Initial and subsequent measurement of leases | |
| 11/13/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| S Corporations: Key Issues, Compliance and Tax Strategies -- Tax Staff Essentials (Webinar) (25WI-0367)25WI-0367 | *Advantages and disadvantages of S corporations
*Electing S corporation status
*Termination of S corporation status
*S corporation tax on built-in gains
*S corporation pass-through to shareholders, basis and losses
*S corporation distributions
*Taxable year of S corporations
*S corporation passive activity rules, fringe benefits and other considerations | |
| 11/26/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Individual Income and Tax Compliance Annual Update (Webinar) (25WI-0466)25WI-0466 | *IRS guidance, including notices, revenue rulings and revenue procedures
*IRS and Treasury proposed, temporary and final regulations
*U.S. tax court cases
*Legislative updates | |
| 1/26/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| SMART Goal-Setting as a Path to Flourishing (Webinar) (25WI-0384)25WI-0384 | *What is a goal?
*Objectives and key results
*SMART goals: What they are, how to set them and how they lead to success | |
| 12/4/2025 | 12 - 1:30 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Yellow Book: Application of GAGAS Principles (Webinar) (25WI-0399)25WI-0399 | *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 | |
| 12/10/2025 | 8 a.m. - 2 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| Current and Upcoming FASB Issues (Webinar) (25WI-0391)25WI-0391 | *FASB recent accounting standards updates
*FASB conceptual framework projects
*FASB measurement projects
*FASB Presentation and disclosure projects | |
| 12/8/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Pass-Through and Corporate Annual Tax Update (Webinar) (25WI-0364)25WI-0364 | *Strategies for tax savings
*Business entity Changes
*IRS Administrative issues, compliance and new forms
*Court cases settled in the last year that provide tax return guidance
*Position authority
*IRS rulings, procedures and notices for the last year
*New, updated and expiring tax deductions and credits | |
| 11/25/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Current Audit Environment and ASB Activity (Webinar) (25WI-0433)25WI-0433 | *Updates to auditing and attestation standards
*Recently issued exposure drafts
*Current environment and implication for audit planning | |
| 1/7/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Streamlined Excel Reporting Series Session 3: PivotTables Displays and Alternatives (Webinar) (25WI-0512)25WI-0512 | *Show Value As
*Sorting
*Filtering
*PivotTable alternatives (GROUPBY, PIVOTBY, and PERCENTOF)
*Text Functions (TEXTJOIN and TEXTSPLIT) | |
| 2/26/2026 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| How Culture Affects Risks (Webinar) (25WI-0374)25WI-0374 | *Communicating core values
*Corporate culture built upon core values
*Risk awareness
*Behavioral-based interviewing | |
| 12/2/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Bottom Line on the New Lease Accounting Requirements (Webinar) (25WI-0448)25WI-0448 | *Lease classification
*Amortization of the leased asset
*Derecognition of the underlying asset
*Recognition of lease receivables
*Lease modifications
*Sale and leaseback transactions | |
| 1/15/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Obtaining an Understanding of Internal Control (Webinar) (25WI-0423)25WI-0423 | *Various definitions and aspects of internal control, including separation of duties and safeguarding of assets
*Key aspects of internal control from various organizations, such AS COSO, SEC, and PCAOB
*Factors to consider, for Example, industry, regulation, and nature of the entity
*Risk assessment procedures, namely inquiry, analytical procedures, and observation and inspection, as well as brainstorming | |
| 12/29/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Financial Storytelling the Key in Growing Your Organization to the Next Level (Webinar) (25WI-0337)25WI-0337 | *Communicating Financial Information in an impactful way
*Telling more effective stories with your Financial data
*Connecting with your audience through real world examples
*Interpreting and presenting complex Financial Information through storytelling skills
*Unlocking the powerful story hidden within the numbers | |
| 11/13/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Tax Fundamentals of LLCs and Partnerships: Tax Staff Essentials (Webinar) (25WI-0412)25WI-0412 | *Basic tax Structure of partnerships and LLCs
*Check-the-box elections to be taxed as a partnership
*Partnership distributions
*Compensatory payments to partners
*At-risk and passive activity limits
*Profit and loss allocations: General rules and restrictions | |
| 12/18/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Construction Contractors: Non-Revenue and Non-Lease Accounting Considerations (Webinar) (25WI-0438)25WI-0438 | *Types of contractors
*Non-revenue GAAP accounting for contractors
*Contractor financial statements
*Sureties and their place in the construction relationship | |
| 1/9/2026 | 8 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Tax Planning for Small Businesses: Tax Staff Essentials (Webinar) (25WI-0436)25WI-0436 | *Sections 1231, 1245, and 1250
*Depreciation recapture
*Capital gains and losses
*Nonrecognition transactions | |
| 1/8/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Documenting Your EBP Audit: What You Need to Know (Webinar) (25WI-0355)25WI-0355 | *Audit planning
*Risk assessment and control testing
*Documentation best practices for investments and notes receivable
*Key audit areas in the financial statements, such as contributions, benefit payments, and plan expense
*Participant data and participant accounts
*Initial audits, plan mergers, and other issues | |
| 11/20/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Intermediate Individual Taxation: Tax Staff Essentials (Webinar) (25WI-0421)25WI-0421 | *Gains and losses on property transactions
*Fringe benefits
*Retirement plan distributions
*Hobby losses
*Home offices
*Depreciation and amortization
*Tax credits
*The qualified business income deduction under Section 199A | |
| 12/23/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Principles of Collaboration: Weigh in to the Buy in (Webinar) (25WI-0523)25WI-0523 | *Collaboration -- why it matters now
*Definition of collaboration
*How to facilitate collaboration
*Collaboration techniques
*Examples of collaboration | |
| 3/10/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Pass-Through and Corporate Annual Tax Update (Webinar) (25WI-0469)25WI-0469 | *Strategies for tax savings
*Business entity Changes
*IRS Administrative issues, compliance and new forms
*Court cases settled in the last year that provide tax return guidance
*Position authority
*IRS rulings, procedures and notices for the last year
*New, updated and expiring tax deductions and credits | |
| 1/28/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Construction Contractors: Auditing Considerations (Webinar) (25WI-0402)25WI-0402 | *Auditing contractor accounting and revenue from contracts with customers
*Planning and risk assessment for construction contractors
*Key internal controls
*Substantive procedures for long-term contractors | |
| 12/12/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Audits of Employee Benefit Plans Subject to ERISA (Webinar) (25WI-0376)25WI-0376 | *Audit planning and pre-engagement activities
*Risk assessment, including consideration of internal control
*Auditing the statement of net assets available for benefits
*Auditing the statement of changes in net assets available for benefits
*Other auditing considerations, including prohibited transactions and tax compliance
*The auditor's report
*Financial statement disclosures
*Supplemental schedules | |
| 12/2/2025 | 8 a.m. - 4 p.m. | Online | 8.5 CPE (8.5 tech, 0 non-tech) | |
| Ethics: Critical Thinking, Case Studies and Fraud (Webinar) (25WI-0413)25WI-0413 | *AICPA Code of Professional Conduct
*CPA responsibilities and AU-C 315
*The new AICPA Ethics Codification
*Disciplinary cases and actions
*CPA Vision
*Seminal events
*The impact of ethical and unethical conduct on our profession | |
| 12/18/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Impact of GASB Activities on State and Local Government (Webinar) (25WI-0491)25WI-0491 | *GASB statements issued
*GASB projects | |
| 2/13/2026 | 8 - 11:30 a.m. | Online | 3.5 CPE (3.5 tech, 0 non-tech) | |
| Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals (Webinar) (25WI-0509)25WI-0509 | *PivotTable basics
*Row fields
*Value fields
*Column fields
*Filters
*Updating data automatically in PivotTables
*Groups and subtotals
*Value formats | |
| 2/20/2026 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Accounting for Digital Assets Under U.S. GAAP: Derivatives and Mining (Webinar) (25WI-0511)25WI-0511 | *How to recognize a derivative or embedded derivative in a digital asset transaction
*How to determine if a derivative or embedded derivative meets the net settlement criterion
*Understand the Financial statement impact and disclosure considerations related to derivatives and embedded derivatives
*How the mining process is used to validate transactions
*How revenue is recognized by mining entities | |
| 2/25/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Annual Update for Controllers and Finance Managers: Driving Business Value (Webinar) (25WI-0516)25WI-0516 | *Economic trends and their effect on business
*Ways to drive operational efficiency
*Leveraging technology in finance
*Cash management and working capital
*Effective talent management
*Sustainability and corporate responsibility | |
| 3/4/2026 | 8 a.m. - 3 p.m. | Online | 7 CPE (7 tech, 0 non-tech) | |
| Leases: Mastering the New FASB Requirements (Webinar) (25WI-0393)25WI-0393 | *Lease classification
*Amortization of the lease asset
*Derecognition of the underlying asset
*Recognition of lease receivables
*Lease modifications
*Sale and leaseback transactions
*Presentation and disclosure requirements | |
| 12/9/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Bottom Line on the New Lease Accounting Requirements (Webinar) (25WI-0332)25WI-0332 | *Lease classification
*Amortization of the leased asset
*Derecognition of the underlying asset
*Recognition of lease receivables
*Lease modifications
*Sale and leaseback transactions | |
| 11/13/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Risk is Increasing -- and Risk Management is Evolving (Webinar) (25WI-0460)25WI-0460 | *Risk management
*Value stream and Plus/Delta techniques
*Cyber risks
*Black Swan events | |
| 1/21/2026 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Interpreting the FASB Revenue Recognition Standard: What All CPAs Need to Know (Webinar) (25WI-0503)25WI-0503 | *Revenue Recognition overview
*Identifying the contract with a customer and performance obligations
*Transaction price | |
| 2/19/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Current and Upcoming FASB Issues (Webinar) (25WI-0484)25WI-0484 | *FASB recent accounting standards updates
*FASB conceptual framework projects
*FASB measurement projects
*FASB Presentation and disclosure projects | |
| 2/9/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Futuristic Audit Trends: The Future is Now (Webinar) (25WI-0446)25WI-0446 | *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 | |
| 1/14/2026 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Let Go and Lead: The Crucial Art of Delegation (Webinar) (25WI-0409)25WI-0409 | *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 | |
| 12/16/2025 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| How Culture Affects Risks (Webinar) (25WI-0500)25WI-0500 | *Communicating core values
*Corporate culture built upon core values
*Risk awareness
*Behavioral-based interviewing | |
| 2/19/2026 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Excel for Accounting Professionals Session 2: Data Validation and Conditional Formatting (Webinar) (25WI-0476)25WI-0476 | *Data validation
*Conditional formatting
*Subtotal function
*Reduce formula errors
*Skinny row | |
| 2/4/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Intermediate Individual Taxation: Tax Staff Essentials (Webinar) (25WI-0434)25WI-0434 | *Gains and losses on property transactions
*Fringe benefits
*Retirement plan distributions
*Hobby losses
*Home offices
*Depreciation and amortization
*Tax credits
*The qualified business income deduction under Section 199A | |
| 1/7/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Yellow Book: Staying Compliant With Government Auditing Standards (Webinar) (25WI-0369)25WI-0369 | *Foundation and principles of generally accepted government auditing standards (GAGAS)
*Yellow Book compliance requirements
*Ethics, independence and professional judgment
*Competence and continuing professional education
*Quality control and peer review
*Standards for financial audits, attestation engagements and reviews of financial statements
*Fieldwork and reporting standards for performance audits | |
| 12/1/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Preparation, Compilation and Review Engagements: Update and Review (Webinar) (25WI-0383)25WI-0383 | *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 | |
| 12/4/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Pass-Through and Corporate Annual Tax Update (Webinar) (25WI-0419)25WI-0419 | *Strategies for tax savings
*Business entity Changes
*IRS Administrative issues, compliance and new forms
*Court cases settled in the last year that provide tax return guidance
*Position authority
*IRS rulings, procedures and notices for the last year
*New, updated and expiring tax deductions and credits | |
| 12/22/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Bottom Line on the New Lease Accounting Requirements (Webinar) (25WI-0480)25WI-0480 | *Lease classification
*Amortization of the leased asset
*Derecognition of the underlying asset
*Recognition of lease receivables
*Lease modifications
*Sale and leaseback transactions | |
| 2/6/2026 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Yellow Book: Application of GAGAS Principles (Webinar) (25WI-0341)25WI-0341 | *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 | |
| 11/17/2025 | 10 a.m. - 4 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| Conducting a Remote Audit (Webinar) (25WI-0326)25WI-0326 | *Leveraging the benefits of remote auditing
*Managing the team, client, and audit process remotely
*Identifying engagement-wide procedures from client acceptance through report issuance when remote auditing
*Understanding narrow-topic considerations when remote auditing | |
| 11/11/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Reviewing S Corporation Tax Returns: What Are You Missing? (Webinar) (25WI-0403)25WI-0403 | *Form 1120-S
*Schedule K-1
*Schedules K-2 and K-3
*Schedule L
*Schedules M-1 and M-2
*Form 4562
*Form 4797 | |
| 12/12/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Streamlined Excel Reporting Series Session 2: Working With PivotTables (Webinar) (25WI-0508)25WI-0508 | *Report type comparison
*Customizing PivotTable options
*Format and design options
*Calculated fields and items
*Multiple value fields | |
| 2/20/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Performing Preparation, Compilation and Review Engagements (Webinar) (25WI-0381)25WI-0381 | *Definition of an engagement
*Forms, checklists and other documentation for preparing, compiling and reviewing engagements
*Explanation of the differences between compilation and preparation engagements
*Criteria of a compilation engagement and the entities where compilations can be performed
*Criteria of a review engagement
*Changes in level of service | |
| 12/3/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Construction Contractors: Auditing Considerations (Webinar) (25WI-0338)25WI-0338 | *Auditing contractor accounting and revenue from contracts with customers
*Planning and risk assessment for construction contractors
*Key internal controls
*Substantive procedures for long-term contractors | |
| 11/14/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Finance Business Partnering: The Essentials (Webinar) (25WI-0459)25WI-0459 | *Finance evolution and performance
*Barriers and how to overcome them
*Impact of technology
*Restructuring for the digital age
*Best behaviors
*Lessons on influence from psychology
*Communication
*Visual presentation | |
| 1/21/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Auditing, Assurance, and Ethics Update for Governments and Not-for-Profits (Webinar) (25WI-0426)25WI-0426 | *Auditor reporting standards
*Auditing Standards Board updates
*Common audit deficiencies
*SQMS No. 1 and SQMS No. 2
*2024 Yellow Book revision | |
| 12/30/2025 | 8 - 11:30 a.m. | Online | 3.5 CPE (3.5 tech, 0 non-tech) | |
| Contract Accounting, Lease Accounting and their Impact on Construction Contractors (Webinar) (25WI-0415)25WI-0415 | *Contract accounting
*Revenue Recognition
*Leases | |
| 12/18/2025 | 2:30 - 4 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Accounting for Digital Assets Under U.S. GAAP: Crypto Lending and Borrowing (Webinar) (25WI-0506)25WI-0506 | *What is crypto lending?
*The meaning of commonly used crypto lending terms
*How the nature of the crypto asset and the terms of the lending arrangement affect accounting arrangements
*Which disclosures are applicable based on the facts and circumstances
*FASB ASU No. 2023-08, Intangibles--Goodwill and Other--Crypto Assets (Subtopic 350-60): Accounting for and Disclosure of Crypto Assets | |
| 2/20/2026 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Auditing Digital Assets: Client Acceptance and Continuance, Risk Assessment, and Laws, Regulations and Related Parties (Webinar) (25WI-0515)25WI-0515 | *Client acceptance and continuance
*Risk assessment and processes and controls
*Laws and regulations and related parties | |
| 3/2/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Leases: Mastering the New FASB Requirements (Webinar) (25WI-0502)25WI-0502 | *Lease classification
*Amortization of the lease asset
*Derecognition of the underlying asset
*Recognition of lease receivables
*Lease modifications
*Sale and leaseback transactions
*Presentation and disclosure requirements | |
| 2/19/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Ethics in the World of AI: An Accountant's Guide to Managing the Risks (Webinar) (25WI-0431)25WI-0431 | *Business uses of AI
*Nine risk areas of AI
*Three ethical frameworks
*Risk mitigation strategies | |
| 1/6/2026 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Individual Income and Tax Compliance Annual Update (Webinar) (25WI-0418)25WI-0418 | *IRS guidance, including notices, revenue rulings and revenue procedures
*IRS and Treasury proposed, temporary and final regulations
*U.S. tax court cases
*Legislative updates | |
| 12/22/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Intermediate Individual Taxation: Tax Staff Essentials (Webinar) (25WI-0483)25WI-0483 | *Gains and losses on property transactions
*Fringe benefits
*Retirement plan distributions
*Hobby losses
*Home offices
*Depreciation and amortization
*Tax credits
*The qualified business income deduction under Section 199A | |
| 2/9/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Principles of Collaboration: Weigh in to the Buy in (Webinar) (25WI-0440)25WI-0440 | *Collaboration -- why it matters now
*Definition of collaboration
*How to facilitate collaboration
*Collaboration techniques
*Examples of collaboration | |
| 1/12/2026 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Seven Secrets of Successful Business Communication Part 2: More Powerful Presenting and Writing (Webinar) (25WI-0330)25WI-0330 | *The common mistakes communicators make
*Why becoming a trusted advisor depends on questioning and listening
*Tactics of effective listening
*Asking the right question the right way
*Coaching employees with varying levels of potential | |
| 11/12/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| AICPA's Annual Federal Tax Update (Webinar) (25WI-0347)25WI-0347 | *Strategies for tax savings
*Business entity changes
*IRS administrative issues, compliance and new forms
*Court cases settled in the last year that provide tax return guidance
*Position authority
*IRS rulings, procedures, and notices for the last year
*New, updated and expiring tax deductions and credits | |
| 11/18/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Preparation, Compilation and Review Engagements: Update and Review (Webinar) (25WI-0520)25WI-0520 | *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 | |
| 3/5/2026 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Lessee and Lessor Accounting (Webinar) (25WI-0479)25WI-0479 | *Lessee and lessor accounting models
*Lease and non-lease components
*Lease classifications
*Initial and subsequent measurement of leases | |
| 2/5/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Peer Reviewer Forum: Q4 (Webinar) (25WI-0350)25WI-0350 | *Discussion of recent Peer Review Board activity
*Update on Enhancing Audit Quality (EAQ) initiatives | |
| 11/19/2025 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Reviewing S Corporation Tax Returns: What Are You Missing? (Webinar) (25WI-0442)25WI-0442 | *Form 1120-S
*Schedule K-1
*Schedules K-2 and K-3
*Schedule L
*Schedules M-1 and M-2
*Form 4562
*Form 4797 | |
| 1/13/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Estate and Trust Primer: Tax Staff Essentials (Webinar) (25WI-0339)25WI-0339 | *Types of trusts
*Trustee powers
*Recognition and realization of income
*Elements of an estate
*Taxation of trusts and estates
*Basic concepts of estate planning | |
| 11/14/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| S Corporations: Key Issues, Compliance and Tax Strategies -- Tax Staff Essentials (Webinar) (25WI-0406)25WI-0406 | *Advantages and disadvantages of S corporations
*Electing S corporation status
*Termination of S corporation status
*S corporation tax on built-in gains
*S corporation pass-through to shareholders, basis and losses
*S corporation distributions
*Taxable year of S corporations
*S corporation passive activity rules, fringe benefits and other considerations | |
| 12/15/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Accounting for Digital Assets Under U.S. GAAP: Classification, Measurement and Recognition (Webinar) (25WI-0472)25WI-0472 | *Brief overview of digital assets
*How to account for investments in crypto assets, like bitcoin
*How to account for the receipt of digital assets when received as consideration from a contract with a customer
*How to apply the intangible asset accounting model to holdings of digital assets
*How to account for the sale of digital assets
*Factors that custodians or depositors of digital assets may consider to determine when to recognize ownership of digital assets | |
| 2/2/2026 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| AICPA's Annual Federal Tax Update (Webinar) (25WI-0430)25WI-0430 | *Strategies for tax savings
*Business entity changes
*IRS administrative issues, compliance and new forms
*Court cases settled in the last year that provide tax return guidance
*Position authority
*IRS rulings, procedures, and notices for the last year
*New, updated and expiring tax deductions and credits | |
| 1/6/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Auditing Financial Statements of ERISA Plans (Webinar) (25WI-0498)25WI-0498 | *Auditing the statement of net assets available for benefits
*Types and classification of common plan investments
*Plan investment audit procedures based on type of audit and risk assessment
*Auditing the statement of changes in net assets available for benefits
*Audit procedures at the participant level required for investment gains (losses), contributions and benefit payments or withdrawals
*Presentation and disclosure requirements in accordance with GAAP
*Audit considerations related to related parties, parties in interest, prohibited transactions, a plan's tax status, and Form 5500 and Form 11-K filers | |
| 2/17/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Current and Upcoming FASB Issues (Webinar) (25WI-0524)25WI-0524 | *FASB recent accounting standards updates
*FASB conceptual framework projects
*FASB measurement projects
*FASB Presentation and disclosure projects | |
| 3/10/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Preparation, Compilation and Review Engagements: Update and Review (Webinar) (25WI-0482)25WI-0482 | *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 | |
| 2/6/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Controller Series: Communicating for Connections with Coworkers, Customers and Stakeholders (Webinar) (25WI-0507)25WI-0507 | *What are the three types of misconceptions of communication?
*What are the different types of personality styles in the workplace?
*Recognize how to communicate with the different types of personality styles effectively
*Key takeaways | |
| 2/20/2026 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Controller Series: Technology -- Must-Have Excel Competencies (Webinar) (25WI-0379)25WI-0379 | *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 | |
| 12/3/2025 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Capitalized Costs and Depreciation: Tax Staff Essentials (Webinar) (25WI-0432)25WI-0432 | *Tax basis of property acquisitions
*Initial basis of property acquired in an exchange transaction
*Materials, supplies, repairs and improvements
*Accounting method changes
*Depreciation: MACRS, Section 179 and bonus
*Intangible assets and amortization
*Organization and start-up costs
*Research and experimental expenditures | |
| 1/6/2026 | 10 a.m. - 3:30 p.m. | Online | 5.5 CPE (5.5 tech, 0 non-tech) | |
| Impact of GASB Activities on State and Local Government (Webinar) (25WI-0363)25WI-0363 | *GASB statements issued
*GASB projects | |
| 11/25/2025 | 8 - 11:30 a.m. | Online | 3.5 CPE (3.5 tech, 0 non-tech) | |
| Ethics: Critical Thinking, Case Studies and Fraud (Webinar) (25WI-0343)25WI-0343 | *AICPA Code of Professional Conduct
*CPA responsibilities and AU-C 315
*The new AICPA Ethics Codification
*Disciplinary cases and actions
*CPA Vision
*Seminal events
*The impact of ethical and unethical conduct on our profession | |
| 11/17/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Streamlined Excel Reporting Series Session 4: External Data and PivotCharts (Webinar) (25WI-0513)25WI-0513 | *GETPIVOTDATA
*TEXT Files and Power Query
*Data preparation
*PivotCharts | |
| 2/26/2026 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Leases: Mastering the New FASB Requirements (Webinar) (25WI-0471)25WI-0471 | *Lease classification
*Amortization of the lease asset
*Derecognition of the underlying asset
*Recognition of lease receivables
*Lease modifications
*Sale and leaseback transactions
*Presentation and disclosure requirements | |
| 1/29/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Ethics in the World of AI: An Accountant's Guide to Managing the Risks (Webinar) (25WI-0477)25WI-0477 | *Business uses of AI
*Nine risk areas of AI
*Three ethical frameworks
*Risk mitigation strategies | |
| 2/4/2026 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Interpreting the FASB Revenue Recognition Standard: What All CPAs Need to Know (Webinar) (25WI-0348)25WI-0348 | *Revenue Recognition overview
*Identifying the contract with a customer and performance obligations
*Transaction price | |
| 11/18/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Conducting a Remote Audit (Webinar) (25WI-0377)25WI-0377 | *Leveraging the benefits of remote auditing
*Managing the team, client, and audit process remotely
*Identifying engagement-wide procedures from client acceptance through report issuance when remote auditing
*Understanding narrow-topic considerations when remote auditing | |
| 12/3/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Performing Preparation, Compilation and Review Engagements (Webinar) (25WI-0478)25WI-0478 | *Definition of an engagement
*Forms, checklists and other documentation for preparing, compiling and reviewing engagements
*Explanation of the differences between compilation and preparation engagements
*Criteria of a compilation engagement and the entities where compilations can be performed
*Criteria of a review engagement
*Changes in level of service | |
| 2/5/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Controller Series: Communicating for Connections with Coworkers, Customers and Stakeholders (Webinar) (25WI-0420)25WI-0420 | *What are the three types of misconceptions of communication?
*What are the different types of personality styles in the workplace?
*Recognize how to communicate with the different types of personality styles effectively
*Key takeaways | |
| 12/22/2025 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Excel for Accounting Professionals Session 7: Data-Driven Workbooks and Concatenation (Webinar) (25WI-0395)25WI-0395 | *EOMONTH
*MONTH and YEAR
*DATE
*CONCAT basics
*SUMIFS with CONCAT | |
| 12/9/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Performing Preparation, Compilation and Review Engagements (Webinar) (25WI-0336)25WI-0336 | *Definition of an engagement
*Forms, checklists and other documentation for preparing, compiling and reviewing engagements
*Explanation of the differences between compilation and preparation engagements
*Criteria of a compilation engagement and the entities where compilations can be performed
*Criteria of a review engagement
*Changes in level of service | |
| 11/13/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Current Audit Environment and ASB Activity (Webinar) (25WI-0485)25WI-0485 | *Updates to auditing and attestation standards
*Recently issued exposure drafts
*Current environment and implication for audit planning | |
| 2/9/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| AICPA's Annual Federal Tax Update (Webinar) (25WI-0481)25WI-0481 | *Strategies for tax savings
*Business entity changes
*IRS administrative issues, compliance and new forms
*Court cases settled in the last year that provide tax return guidance
*Position authority
*IRS rulings, procedures, and notices for the last year
*New, updated and expiring tax deductions and credits | |
| 2/6/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Performing a Single Audit Under the Uniform Guidance (Webinar) (25WI-0333)25WI-0333 | *Fundamentals of a compliance audit performed under the Uniform Guidance
*Identifying federal awards and major programs
*Pass-through entities and subrecipients
*Schedule of expenditure of federal awards (SEFA)
*Using the compliance supplement
*Uniform Guidance administrative requirements and cost principles
*Testing internal control over compliance
*Writing an audit finding and reporting requirements of a single audit | |
| 11/13/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Individual Income and Tax Compliance Annual Update (Webinar) (25WI-0352)25WI-0352 | *IRS guidance, including notices, revenue rulings and revenue procedures
*IRS and Treasury proposed, temporary and final regulations
*U.S. tax court cases
*Legislative updates | |
| 11/19/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Individual Tax Fundamentals: Tax Staff Essentials (Webinar) (25WI-0328)25WI-0328 | *Filing requirements and personal exemptions
*Gross income inclusions, exclusions and adjustments
*Standard and itemized deductions
*Tax credits
*Tax provisions for high-income taxpayers
*3.8% net investment income tax
*Roth IRA, IRA and retirement plan options
*Section 199A qualified business income deduction | |
| 11/12/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Reviewing Individual Tax Returns (Webinar) (25WI-0450)25WI-0450 | *Passive-activity losses
*Qualified business income deduction
*Home office
*Schedule C activity and hobby losses
*Business start-ups and deductions
*Alimony
*Discharge of debt | |
| 1/15/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Leases: Mastering the New FASB Requirements (Webinar) (25WI-0346)25WI-0346 | *Lease classification
*Amortization of the lease asset
*Derecognition of the underlying asset
*Recognition of lease receivables
*Lease modifications
*Sale and leaseback transactions
*Presentation and disclosure requirements | |
| 11/18/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Seven Secrets of Successful Business Communication Part 2: More Powerful Presenting and Writing (Webinar) (25WI-0417)25WI-0417 | *The common mistakes communicators make
*Why becoming a trusted advisor depends on questioning and listening
*Tactics of effective listening
*Asking the right question the right way
*Coaching employees with varying levels of potential | |
| 12/19/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Accounting for Digital Assets Under U.S. GAAP: Specialized Accounting, Fair Value, and Stablecoins (Webinar) (25WI-0329)25WI-0329 | *Guidance on how to account for digital assets
*Fair value of digital assets under FASB ASC 820
*Accounting for stablecoins
*Specialized industry practice for digital asset accounting | |
| 11/12/2025 | 2 - 3:30 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| AICPA's Annual Federal Tax Update (Webinar) (25WI-0464)25WI-0464 | *Strategies for tax savings
*Business entity changes
*IRS administrative issues, compliance and new forms
*Court cases settled in the last year that provide tax return guidance
*Position authority
*IRS rulings, procedures, and notices for the last year
*New, updated and expiring tax deductions and credits | |
| 1/23/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Financial Storytelling the Key in Growing Your Organization to the Next Level (Webinar) (25WI-0385)25WI-0385 | *Communicating Financial Information in an impactful way
*Telling more effective stories with your Financial data
*Connecting with your audience through real world examples
*Interpreting and presenting complex Financial Information through storytelling skills
*Unlocking the powerful story hidden within the numbers | |
| 12/4/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethics in the World of AI: An Accountant's Guide to Managing the Risks (Webinar) (25WI-0517)25WI-0517 | *Business uses of AI
*Nine risk areas of AI
*Three ethical frameworks
*Risk mitigation strategies | |
| 3/4/2026 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Reviewing S Corporation Tax Returns: What Are You Missing? (Webinar) (25WI-0335)25WI-0335 | *Form 1120-S
*Schedule K-1
*Schedules K-2 and K-3
*Schedule L
*Schedules M-1 and M-2
*Form 4562
*Form 4797 | |
| 11/13/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Auditing Digital Assets: Entity's Use of a Service Organization (Webinar) (25WI-0401)25WI-0401 | *Understanding the entity and its environment and the service organizations role related to digital assets
*SOC 1 and SOC 2 reports as sufficient appropriate evidence
*Risks and challenges associated with performing audit procedures involving service organizations | |
| 12/12/2025 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Lessee and Lessor Accounting (Webinar) (25WI-0449)25WI-0449 | *Lessee and lessor accounting models
*Lease and non-lease components
*Lease classifications
*Initial and subsequent measurement of leases | |
| 1/15/2026 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Excel for Accounting Professionals Session 5: Error Trapping and Improving Lookups (Webinar) (25WI-0370)25WI-0370 | *VLOOKUP function
*MATCH function
*INDEX function
*Error trapping
*IF function | |
| 12/1/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Applying the Uniform Guidance in Your Single Audits (Webinar) (25WI-0495)25WI-0495 | *Introduction to single audits
*Preparation of the schedule of expenditures of federal awards and determining major programs
*Understanding, assessing and testing internal control
*Testing compliance with federal statutes and regulations and applicable compliance requirements
*Auditor reporting in a Uniform guidance compliance audit
*Program-specific audits
*Administrative requirements and cost principles in a single audit | |
| 2/17/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| MBAExpress: Emotional Intelligence -- V 2.0 (Webinar) (25WI-0462)25WI-0462 | *What is Emotional intelligence?
*Benefits of Emotional intelligence
*Steps to increase your Emotional intelligence
*Emotional intelligence in decision-making
*Self-awareness
*Skills to get ahead
*Relationship management | |
| 1/22/2026 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Auditing Financial Statements of ERISA Plans (Webinar) (25WI-0340)25WI-0340 | *Auditing the statement of net assets available for benefits
*Types and classification of common plan investments
*Plan investment audit procedures based on type of audit and risk assessment
*Auditing the statement of changes in net assets available for benefits
*Audit procedures at the participant level required for investment gains (losses), contributions and benefit payments or withdrawals
*Presentation and disclosure requirements in accordance with GAAP
*Audit considerations related to related parties, parties in interest, prohibited transactions, a plan's tax status, and Form 5500 and Form 11-K filers | |
| 11/17/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Risk Management Techniques and Tools (Webinar) (25WI-0405)25WI-0405 | *Enterprise risk management
*ISO 2018:31000 principles
*COSO ERM framework
*Tools and techniques in risk awareness and management
*Value stream perspective for enterprise risk management | |
| 12/15/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Impact of GASB Activities on State and Local Government (Webinar) (25WI-0422)25WI-0422 | *GASB statements issued
*GASB projects | |
| 12/23/2025 | 12:30 - 4 p.m. | Online | 3.5 CPE (3.5 tech, 0 non-tech) | |
| Yellow Book: Staying Compliant With Government Auditing Standards (Webinar) (25WI-0429)25WI-0429 | *Foundation and principles of generally accepted government auditing standards (GAGAS)
*Yellow Book compliance requirements
*Ethics, independence and professional judgment
*Competence and continuing professional education
*Quality control and peer review
*Standards for financial audits, attestation engagements and reviews of financial statements
*Fieldwork and reporting standards for performance audits | |
| 1/6/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Yellow Book: Application of GAGAS Principles (Webinar) (25WI-0501)25WI-0501 | *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 | |
| 2/19/2026 | 10 a.m. - 4 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| Tax Planning for Small Businesses: Tax Staff Essentials (Webinar) (25WI-0407)25WI-0407 | *Starting a business -- the tax life of a business
*Selecting a business entity type
*SECURE Act 1.0 and 2.0
*Section 199A and the qualified business income deduction
*Accounting methods
*Compensation of owners -- hiring family members
*Reasonable compensation
*Depreciation, Section 179 and bonus depreciation
*Transactions with owners
*Buy-sell and noncompete agreements
*Exiting the business -- special exit techniques | |
| 12/16/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| MBAExpress: Emotional Intelligence -- V 2.0 (Webinar) (25WI-0522)25WI-0522 | *What is Emotional intelligence?
*Benefits of Emotional intelligence
*Steps to increase your Emotional intelligence
*Emotional intelligence in decision-making
*Self-awareness
*Skills to get ahead
*Relationship management | |
| 3/9/2026 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Reviewing Partnership Tax Returns: What Are You Missing? (Webinar) (25WI-0441)25WI-0441 | *Form 1065
*Schedules K and K-1
*Schedules M-1 and M-2
*Calculating recourse and nonrecourse liabilities
*Partner inside and outside basis
*Partner's capital account analysis
*Sections 704(b), 704(c), 721, 722, 732(b), 734(b), 737, 743(b) | |
| 1/13/2026 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Documenting Internal Control (Webinar) (25WI-0425)25WI-0425 | *Documentation tools such as internal control questionnaires, narratives, flowcharts and control matrixes
*Auditor considerations for documenting internal controls in a risk assessment
*Documentation of an assessment of internal control | |
| 12/30/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Roles and Responsibilities in Risk Management (Webinar) (25WI-0372)25WI-0372 | *Risk management
*Anticipatory leadership
*Leadership roles in risk management | |
| 12/2/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Advanced Tax Planning S Corporations: Tax Staff Essentials (Webinar) (25WI-0455)25WI-0455 | *Basis in S corporation stock
*Distributions
*Compensation planning
*Qualified subchapter S subsidiaries
*Liquidations, reorganizations and redemptions
*Estate planning and the use of trusts
*Section 199A | |
| 1/16/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Navigating the AI Landscape​: An Introduction to Generative AI and ChatGPT for Accounting Professionals​ (Webinar) (25WI-0443)25WI-0443 | *Practical examples of productivity improvements Using ChatGPT
*Live Demonstration of ChatGPT | |
| 1/13/2026 | 12 - 1:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Auditing, Assurance, and Ethics Update for Governments and Not-for-Profits (Webinar) (25WI-0493)25WI-0493 | *Auditor reporting standards
*Auditing Standards Board updates
*Common audit deficiencies
*SQMS No. 1 and SQMS No. 2
*2024 Yellow Book revision | |
| 2/13/2026 | 1 - 4:30 p.m. | Online | 3.5 CPE (3.5 tech, 0 non-tech) | |
| Interpreting the FASB Revenue Recognition Standard: What All CPAs Need to Know (Webinar) (25WI-0427)25WI-0427 | *Revenue Recognition overview
*Identifying the contract with a customer and performance obligations
*Transaction price | |
| 12/30/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| S Corporations: Key Issues, Compliance and Tax Strategies -- Tax Staff Essentials (Webinar) (25WI-0444)25WI-0444 | *Advantages and disadvantages of S corporations
*Electing S corporation status
*Termination of S corporation status
*S corporation tax on built-in gains
*S corporation pass-through to shareholders, basis and losses
*S corporation distributions
*Taxable year of S corporations
*S corporation passive activity rules, fringe benefits and other considerations | |
| 1/14/2026 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Seven Secrets of Successful Business Communication Part 1: Questioning and Listening to Discover Clients' Needs (Webinar) (25WI-0398)25WI-0398 | *The common mistakes communicators make
*Why becoming a trusted advisor depends on questioning and listening
*Tactics of effective listening
*Asking the right question the right way
*Coaching employees with varying levels of potential | |
| 12/10/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Risk is Increasing -- and Risk Management is Evolving (Webinar) (25WI-0378)25WI-0378 | *Risk management
*Value stream and Plus/Delta techniques
*Cyber risks
*Black Swan events | |
| 12/3/2025 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Estate and Trust Primer: Tax Staff Essentials (Webinar) (25WI-0490)25WI-0490 | *Types of trusts
*Trustee powers
*Recognition and realization of income
*Elements of an estate
*Taxation of trusts and estates
*Basic concepts of estate planning | |
| 2/11/2026 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Construction Contractors: Auditing Considerations (Webinar) (25WI-0439)25WI-0439 | *Auditing contractor accounting and revenue from contracts with customers
*Planning and risk assessment for construction contractors
*Key internal controls
*Substantive procedures for long-term contractors | |
| 1/12/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Linking Risk Management to Strategy (Webinar) (25WI-0373)25WI-0373 | *Enterprise risk management
*Strategic planning
*Key challenges organizations face
*The finance professional's expanding role
*Black Swan events | |
| 12/2/2025 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Overview and Analysis of the New Tax Law: Part 1 - Focus on Individual Taxation (Self-Study) (25SS-0537)25SS-0537 | *Treatment of state and local taxes (SALT)
*Taxation of overtime pay
*Treatment of income from tips
*New deduction for senior citizens
*Marginal tax rates, personal exemptions, itemized deductions, Child Tax Credit, alternative minimum tax, casualty losses, and other return items
*Moving expense exclusion
*Dependent care assistance program and child and dependent care tax credit
*Home mortgage interest deduction
*Deduction for new vehicle loan interest
*Non-itemized tax deductions
*Trump accounts/pilot program
*Estate and gift tax changes
*Energy deductions and credits
*Education: expanded use of 529 plans; student loans
*Many, many other newly enacted individual tax provisions in the far-reaching legislation (OBBBA) affecting nearly all taxpayers and their advisers
| |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Overview and Analysis of the New Tax Law: Part 2 - Focus on Business Taxation (Self-Study) (25SS-0538)25SS-0538 | *Employer treatment of new tips and overtime legislation
*Qualified business income (QBI) deduction
*100% bonus depreciation/Section 179 depreciation
*Increased dollar limitations for expensing of certain depreciable business assets
*Qualified production property
*Full expensing for domestic research and development expenses
*Opportunity zones
*Section 1202 - treatment of qualified small business stock
*Business interest deduction
*Increased threshold for reporting payments to independent contractors and other payees
*Extension and enhancement of paid family and medical leave
*Termination of auto and other energy-related subsidies
*Excess business losses
*Increased penalties connected to Employee Retention Credits
*Many, many other newly enacted business tax provisions in the far-reaching legislation (OBBBA) affecting nearly all taxpayers and their advisers | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| MNCPA TAX25 Young Professionals Track (25CF-TAXY)25CF-TAXY | | Johnson Rebecca L White Greg Zollars Edward K Garverick Pat Donti Leah Wedul Linda Selcer Charles Zollars Edward K Sullivan Ashley Stephens Tommy G Vincent Shannon Martin Christopher P Stephens Tommy G Koutelieris George Will Duncan Wittman Cozy Donti Leah Kapetanakis Phyllis A Boeckholt Kevin Duberry Dana Stephens Tommy G Koutelieris George Rudolph Brian Garverick Pat Simpson Lisa Newman Kelsey Nicole Bromelkamp David J Newman Kelsey Nicole Bromelkamp David J Bryson Les Kapetanakis Phyllis A Peters David R. Garverick Pat Garverick Pat Marquart Paul Kapetanakis Phyllis A Stephens Tommy G Jones Nate Garrett John Zollars Edward K Laney Todd White Greg Haase David |
| 11/17/2025 | 8 a.m. - 5 p.m. | Minneapolis, MN | 24 CPE (see agenda) | 2.5 Ethics |
| New H.R. 1's Hidden Gems: Planning Essentials Beyond the Headlines (Webinar) (25WI-0551)25WI-0551 | *OBBB*H.R. 1*Education planning*Financial planning*Tax planning | |
| 11/14/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Year-End Planning Through the Lens of H.R. 1 (Webinar) (25WI-0549)25WI-0549 | *Plan for year-end*Understand impact of H. R. 1 (OBBB)*Identify new opportunities | |
| 11/12/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Navigating IRS Collections: Understanding Form 433 and Offers in Compromise (Webinar) (25WA-9261)25WA-9261 | *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*Paym | |
| 11/15/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Getting SASsy: A Look at Recent Auditing Standards (Webinar) (25WA-498A)25WA-498A | *Risk assessment (SAS 145)*Quality management standards (SAS 146)*Predecessor auditor inquiries (SAS 147)*Group financial statement audits (SAS 149) | |
| 12/11/2025 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Not Just Your Everyday FASB Update (Webinar) (25WA-940D)25WA-940D | *Analysis of relevant GAAP provisions*Reminders regarding the continuing importance of ASC 606 for revenue recognition*Fresh perspectives of lease accounting in the wake of ASC 842 implementation*Overview of U.S. GAAP alternatives for certain entities*Sum | |
| 2/26/2026 | 1 - 4:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Why Auditors Fail To Detect Fraud (Webinar) (25WA-111C)25WA-111C | *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 | |
| 1/14/2026 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Introduction to Yellow Book: 8-Credit Boot Camp (Webinar) (25WA-9565)25WA-9565 | *Accounting & Auditing*Yellowbook*Uniform Guidance | |
| 11/21/2025 | 8 a.m. - 3:55 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Common Deficiencies in SSARS Engagements (Webinar) (25WA-9916)25WA-9916 | *Auditing*Yellowbook*SSARS | |
| 12/1/2025 | 12 - 3:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Accounting & Auditing Update (Webinar) (25WA-663B)25WA-663B | *Accounting Standards Updates*Auditing & Accounting*Yellowbook | |
| 1/5/2026 | 9 a.m. - 12 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Data Extraction, Transformation and Validation: The Right Data Sources for Analysis (Webinar) (25WA-055B)25WA-055B | *Various data types*Structured vs. unstructured data*Completeness and validation testing*Selecting the right data sources for the job*Risks and pitfalls to avoid | |
| 12/22/2025 | 2 - 3:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Year-End Tax Planning: Thinking Outside the Box (Webinar) (25WA-9384)25WA-9384 | *Discuss the most recent tax legislation, rulings and developments*Section 163(j) interest expense deduction*New 21% corporate tax rate*Medicare tax on high income wages and SE income*Tax provision and extensions*Timing income and deductions*Alternative m | |
| 11/18/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| FASB Update and Review (Webinar) (25WA-9447)25WA-9447 | *FASB updates that will affect near-term reporting*Future topics that may soon be addressed by the FASB | |
| 11/19/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accounting and Auditing for Cryptocurrency (Webinar) (25WA-306B)25WA-306B | *Cryptocurrency*Accounting*Auditing | |
| 12/27/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Managing Your Money in Retirement (Webinar) (25WA-365B)25WA-365B | *Social Security*Retirement*Asset allocation*Fraud | |
| 12/29/2025 | 7 - 10 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Eight Biggest Threats to Your Business and Introducing Three Pillars of Cybersecurity (Webinar) (25WA-764A)25WA-764A | *Technology*Cybersecurity | |
| 12/17/2025 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Fiduciary Accounting and Tax Planning for Estates and Trusts (Webinar) (25WA-373D)25WA-373D | *Fundamentals of fiduciary accounting*Uniform Principal and Income Act*Discretionary Power to Adjust*Allocations between principal and income*Trust accounting*3.8% Net Investment Income*Form 1041 - Schedule I*Section 645 Election*Simple or complex trusts | |
| 2/13/2026 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's CPA Firm Update (Webinar) (25WA-134D)25WA-134D | *Emerging trends like changes in client expectations, supplier strategies, and competitive dynamics*AI and advanced software innovations with tailored solutions for service lines like tax, audit, advisory, and niche industries*Next-gen automation tools, i | |
| 2/7/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Communicate Financial Concepts to Non-Accountants (Webinar) (25WA-9254)25WA-9254 | *The math literacy barrier*The financial literacy barrier*What to say and how to say it*Communicating ideas graphically | |
| 11/15/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Annual Update for Governments and Not-for-Profits (Webinar) (25WA-752A)25WA-752A | *Not for Profit*Governmental Auditing & Accounting*Yellowbook | |
| 12/16/2025 | 11 a.m. - 6 p.m. | Online | 7 CPE (7 tech, 0 non-tech) | |
| HR Investigations Episode 3: Gathering, Analyzing, Reporting (Webinar) (25WA-064E)25WA-064E | *Documentary evidence gathering and analysis*Site visits*Surveillance*Analysis by comparison and contrast*Analysis by quantifying and connecting*Analysis by identifying patterns*Written reports*Testifying | |
| 3/2/2026 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Controllership Series: The Financial Close Process (Webinar) (25WA-9548)25WA-9548 | *Accounting*Finance*Financial Statements | |
| 11/21/2025 | 8 - 9:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Ethical Practices and Responsibilities Under Circular 230 (Webinar) (25WA-492B)25WA-492B | *Circular 230 (IRS) rules for conducting a tax practice*Provide guidelines for registered tax return preparers and tax return preparation*Contingent fees*Proposed new rules addressing the evolving nature of tax practice*Conflict of interest, best practice | |
| 12/30/2025 | 4 - 5:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Bears Will Be Bears -- Fraudsters Too (Webinar) (25WA-402A)25WA-402A | *Internal Controls*Fraud Prevention*Fraud Detection*Fraud Investigation | |
| 12/10/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Avoiding Legal Liability and Peer Review Deficiencies in Nonaudit Services, Including Bookkeeping and Preparing Financial Statements (Webinar) (25WA-508B)25WA-508B | *Differentiating risks faced when performing nonaudit services, such as reviews, compilations, preparing financial statements, bookkeeping, tax return preparation, and similar*Best practices for preventing quality control concerns that could lead to peer | |
| 12/30/2025 | 5 - 9 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Ethics Hour: Thinking Through Decisions and Recognizing the Consequences (Webinar) (25WA-141B)25WA-141B | *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? | |
| 12/23/2025 | 11 - 11:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Controllership Series: Sales, Collections and Customer Credit (Webinar) (25WA-271C)25WA-271C | *Accounting*Sales*Collections | |
| 1/19/2026 | 12 - 1:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Corporate Ethics Cases: Discuss Real Life Conflicts (Webinar) (25WA-166B)25WA-166B | *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? | |
| 12/23/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| What's Changing in Risk Assessment (Webinar) (25WA-942A)25WA-942A | *Auditing*Yellowbook | |
| 12/19/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Employees Today and Tomorrow: Understanding and Improving The Employee Life Cycle (Webinar) (25WA-9152)25WA-9152 | *Understanding the various stages of the employment life cycle*Onboarding and orientation*Best practices and examples*What goes wrong with training and growth priorities?*Are performance evaluations necessary?*Unleashing your staffs' hidden talents | |
| 11/13/2025 | 3 - 4:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Planning for Small Business Success (Webinar) (25WA-915A)25WA-915A | *The integrated planning model *The strategic plan *Linkage with Performance Based Management *Tracking success *Real world examples | |
| 12/19/2025 | 2 - 5:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Global Internal Audit Standards Domain III: Part 2 (Webinar) (25WA-079B)25WA-079B | *Internal Audit*Internal Controls*GIAS*Institute of Internal Auditors*Standards*Accounting | |
| 12/22/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Small Business Accounting Solutions and Add-Ons (Webinar) (25WA-589B)25WA-589B | *Current landscape of small business accounting software*Strengths and limitations of critical solutions*Effective add-ons and integrations*Implementation strategies | |
| 1/3/2026 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Is Activity-Based Costing the Right Tool for Your Organization? (Webinar) (25WA-665D)25WA-665D | *ABC versus traditional costing*First-stage allocation*Determining predetermined overhead rates*Second-stage allocation*Activity-based reporting*Activity-based management | |
| 2/20/2026 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Tax Procedure (Webinar) (25WA-387C)25WA-387C | *Filing a tax return*IRS audit*RS Appeals*Collections and litigation at courts of original jurisdiction | |
| 1/21/2026 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Excel Best Practices (Webinar) (25WA-108A)25WA-108A | *Best practices associated with creating Excel workbooks, including managing workbooks*How to secure Excel workbooks*Collaboration options and best practices in Excel*Effective reporting techniques in Excel | |
| 12/4/2025 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| SECURE Act 2.0: What You Need to Know (Webinar) (25WA-893D)25WA-893D | *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 | |
| 2/25/2026 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| K2's Better Productivity Through Artificial Intelligence (Webinar) (25WA-485D)25WA-485D | *Practical opportunities to leverage artificial intelligence and automation in business settings*Potential risks associated with using AI and automation, including inherent ethical issues*Pros and cons associated with tools such as ChatGPT, Gemini, Power Automate | Stephens Tommy G |
| 2/17/2026 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| ACPEN Signature 2025: Financial Statement Preparation -- Compilation and Review Update (Webinar) (25WA-207C)25WA-207C | *Ethics Update*Preparation Engagements*Compilation Engagements*Review Engagements*Hot GAAP Topics*New Quality Management Standards | |
| 1/16/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Introduction to Governmental Budgeting (Webinar) (25WA-011C)25WA-011C | *Budgeting*Accounting & Auditing*Yellowbook | |
| 1/12/2026 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Self-Rental Real Estate Passive Activity Rules (Webinar) (25WA-268B)25WA-268B | *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 | |
| 12/26/2025 | 8 - 9:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Estate Planning for Today and Beyond (Webinar) (25WA-9594)25WA-9594 | *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 di | |
| 11/22/2025 | 11 a.m. - 6:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| S Corporation Essentials: Review and Update (Webinar) (25WA-151A)25WA-151A | *Recent tax legislation, rules, and developments impacting S-corporations*S corporation shareholder basis in stock and debt*S corporation open account debt*Limitation of deduction of losses*AAA and distributions | |
| 12/4/2025 | 6 - 10 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics, Part 3 -- Steganography (Webinar) (25WA-913C)25WA-913C | *Forensic Accounting*Accounting*Auditing*Finance | |
| 2/3/2026 | 4 - 5:30 p.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
| Ethics: Keeping the Good from Breaking Bad (Webinar) (25WA-420C)25WA-420C | *Ethical business behavior*Ethical business decisions | |
| 1/22/2026 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Controllership Series: The Controller's Role in Internal Controls (Webinar) (25WA-244B)25WA-244B | *Accounting*Finance*Internal Controls | |
| 12/26/2025 | 8 - 9:15 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| From Numbers to Narrative: Effectively Presenting Your Budget and Reporting (Webinar) (25WA-9495)25WA-9495 | *Identifying the 'Big Picture' and your role in effective communication*Communicating so others can understand us*Understanding a presentation's anatomy?*Tips and tricks for budget presentations | |
| 11/20/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Shortcuts to Personal and Professional Success (Webinar) (25WA-9108)25WA-9108 | 1. 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*2. Mastering the Art of Communication*Why communication is so | |
| 11/12/2025 | 10 a.m. - 5:45 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Ethical Tax Practice Strategies in a Crisis World (Webinar) (25WA-172D)25WA-172D | *"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 lett | |
| 2/9/2026 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Revenue Recognition: Determine the Transaction Price, Part 1 (Webinar) (25WA-302E)25WA-302E | *Revenue Recognition*Accounting | |
| 3/6/2026 | 2 - 3:10 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Schedule K-1: What is it and What Do I Do With it? (Webinar) (25WA-655C)25WA-655C | *Overview of Schedule K-1 for Partnerships, S Corporations, and Estates/Trust*Reporting Schedule K-1 information on Form 1040*Basis limitations, loss limitations, and material participation rules*Qualified Business Income (QBI) Deduction and Schedule K-1 | |
| 1/27/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| A New Productivity for the New World: Goal Achievement for the 21st Century -- A Whole Brain Approach (Webinar) (25WA-463A)25WA-463A | *Mindfulness*Creative Thinking*Productivity*Performance*Neuroscience*Leadership | |
| 12/11/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Making Culture a Competitive Advantage (Webinar) (25WA-9364)25WA-9364 | *Talent Strategy*Culture*Employee Engagement*Employee Retention*Leadership*Leadership Strategy | |
| 11/18/2025 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Listen to Lead: The HR Champion's Guide to Building an Employee Listening Strategy (Webinar) (25WA-9835)25WA-9835 | *Employee Listening*Communication*Employee Experience*Employee Engagement | |
| 11/26/2025 | 2 - 3:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Measuring Audit Risks (Webinar) (25WA-546C)25WA-546C | *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 | |
| 1/24/2026 | 3 - 5:50 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Promote Internal Whistleblowing and Succeed in Creating a Strong Speak Up Culture (Webinar) (25WA-522D)25WA-522D | *Speak up culture*Encouraging internal whistleblowing*Ethical culture*Internal complaint reporting processes | |
| 2/18/2026 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| K2's Small Business Internal Controls, Security, and Fraud Prevention and Detection (Webinar) (25WA-303C)25WA-303C | *Common challenges associated with implementing appropriate internal controls in small business environments*Fraud in small business environments*Internal control options in small business accounting software*Understanding the need for application control | |
| 1/20/2026 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The AB5s of Employees and Independent Contractors (Webinar) (25WA-528C)25WA-528C | *Four ways to classify a worker*IRS 20 Factors*20% Section 199A deduction*Cost of misclassifying an employee*Section 530 relief*Game changing impact of the Dynamex case and AB5 | |
| 1/23/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Communication Miracles At Work and In Life: Part 2 (Webinar) (25WA-125B)25WA-125B | 1. 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 | |
| 12/23/2025 | 1 - 4:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| HR Investigations Episode 2: Interview Techniques (Webinar) (25WA-9191)25WA-9191 | *Interview terminology*Types of questions*Levels of listening*Verbal and nonverbal communications*Documenting results | |
| 11/14/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Communication Miracles At Work and In Life: Part 1 (Webinar) (25WA-215A)25WA-215A | 1. 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 | |
| 12/6/2025 | 9:30 a.m. - 1:05 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| K2's Using OneNote More And Email Less (Webinar) (25WA-9298)25WA-9298 | *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 | |
| 11/17/2025 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Federal Tax Update: Individual and Business Current Developments (Webinar) (25WA-233B)25WA-233B | *Discuss the most recent individual and business income tax legislation passed to date*Walk through major tax changes to corporations, partnerships and/or individuals and any changes to the income tax forms and other related schedules*Review numerous busi | |
| 12/26/2025 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Upholding Independence While Holding Your Client's Hand (Webinar) (25WA-327E)25WA-327E | *Circumstances that may cause recent FASB pronouncements to introduce threats to independence*AICP's Code of Professional Conduct*Best practice tips and practical strategies for preserving independence when assisting clients with technical matters | |
| 3/6/2026 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| White-Collar Crime: What Every CPA Should Know (Webinar) (25WA-9407)25WA-9407 | *Definitions of white-collar crime*White-collar crime characteristics and statistics*The CPA's role in combating white-collar crime | |
| 11/19/2025 | 9 - 10:45 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| S Corporations: Tax Compliance, Elections and Best Practices (Webinar) (25WA-583B)25WA-583B | *Subchapter S status election and compliance requirements*Relief for late Form 2553 filings under Rev. Proc. 2022-19*Comparison of Rev. Proc. 2022-19 and Rev. Proc. 2023-3*I.R.C. Section 1361 and Section 1362 analysis for S Corporation elections*Corporate | |
| 1/2/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Public Procurement Basics: Protecting the People's Money (Webinar) (25WA-300A)25WA-300A | *Auditing & Accounting*Yellowbook*Uniform Guidance*Public Procurement | |
| 12/8/2025 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Partnership Checkup: Tax Issues and Forms Reporting (Webinar) (25WA-127D)25WA-127D | *Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis*Impact of contributed property*Explain the importance of shareholder loans to the entity*Discuss how basis is impacted by distributions of corporation pro | |
| 2/7/2026 | 4 - 7:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| How to Make Difficult People Disappear...Without Going to Jail (Webinar) (25WA-267E)25WA-267E | *Team dynamics*Influence*Organizational behavior*Leadership | |
| 3/5/2026 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Global Internal Audit Standards Domain IV: Part 2 (Webinar) (25WA-634C)25WA-634C | *Internal audit*Standards*GIAS*Accounting*Auditing | |
| 1/27/2026 | 12 - 1:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Securing Executive Buy-In for Your Initiatives: Communication Techniques to Persuade Decision-Makers (Webinar) (25WA-649B)25WA-649B | *Persuasion*Executive Buy-In*Communication*Leadership | |
| 1/5/2026 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's Implementing Internal Controls in QuickBooks Environments (Webinar) (25WA-240A)25WA-240A | *Critical risks in QuickBooks environments*Internal control options that can mitigate risk to prudently acceptable levels*Enabling alternative control measures to improve internal controls in QuickBooks environments | |
| 12/6/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's Case Studies in Fraud and Technology Controls - 4 Hours (Webinar) (25WA-415D)25WA-415D | *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 | |
| 2/16/2026 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's Accountant's Guide To QuickBooks Online (Webinar) (25WA-036E)25WA-036E | *Understanding your QBO subscription and licensing options* Recording routine and non-routine transactions in QBO*Importing and exporting data to/from QBO*Creating effective reports*Describing the process for integrating third-party applications with QBO* | |
| 2/28/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| Accounting and Auditing for Cryptocurrency (Webinar) (25WA-073B)25WA-073B | *Cryptocurrency*Accounting*Auditing | |
| 12/22/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Responding To Retaliation Concerns and Capturing Key Retaliation Case Metrics (Webinar) (25WA-588A)25WA-588A | *Speak up Culture*Ethical Culture*Internal complaint reporting and investigations | |
| 12/13/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Emerging Innovations in Forensic Data Analytics, Crypto Currencies, and AI and ChatGPT (Webinar) (25WA-061B)25WA-061B | *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 | |
| 12/22/2025 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Paperless Office (Webinar) (25WA-9239)25WA-9239 | *The importance of "going paperless"*Key technologies that facilitate a paperless office*Advantages of going paperless*Examples of leading document management systems and processes | |
| 11/15/2025 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Controllership Series: The Controller's Role in Financial Forecasting (Webinar) (25WA-397B)25WA-397B | *Accounting*Finance | |
| 12/29/2025 | 10 - 11:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Individual Federal Tax Update: Navigating the Current Tax Landscape (Webinar) (25WA-344B)25WA-344B | *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: Tailo | |
| 12/27/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Partnership Preparation, Basis Calculations and Distributions: Form 1065 Schedule K and K-1 Analysis (Webinar) (25WA-717A)25WA-717A | *Extensive review of the partnership tax laws with an emphasis on any new legislative changes*Review the Form 1065 to learn how income statement items get reported on the partnership/LLC tax return (i.e., page 1 versus Schedule K) and flow-thru to the par | |
| 12/16/2025 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Maximizing Fringe Benefits: Strategies for Business and Personal Needs for Today and Beyond (Webinar) (25WA-9228)25WA-9228 | *Legislative and regulatory updates affecting fringe benefit planning*Employer-sponsored fringe benefits and tax compliance under evolving regulations*IRC Section 132 fringe benefit options and applications*Cafeteria plans: benefits, limitations, and tax | |
| 11/14/2025 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| How to Make Difficult People Disappear...Without Going to Jail (Webinar) (25WA-436C)25WA-436C | *Team dynamics*Influence*Organizational behavior*Leadership | |
| 1/22/2026 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Taxation of Business Entities (Webinar) (25WA-919C)25WA-919C | *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, fun | |
| 2/3/2026 | 9 - 11:20 a.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
| Let's End Business Ethics (Webinar) (25WA-9180)25WA-9180 | *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 | |
| 11/13/2025 | 6 - 8 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Learning to Teach "Tax" as a Second Language (Webinar) (25WA-9569)25WA-9569 | *Accounting as a foreign language*Commonly misunderstood concepts*Communicating tax matters*Client-practitioner interactions*Interacting with tax authorities | |
| 11/21/2025 | 10 - 11:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Cloud Forensics (Webinar) (25WA-649D)25WA-649D | *Forensic Accounting*Accounting*Auditing*Finance | |
| 2/20/2026 | 8 - 9:20 a.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
| Introduction to Single Audit (Webinar) (25WA-482B)25WA-482B | *Single Audit*Accounting & Auditing*Yellowbook | |
| 12/30/2025 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ACPEN Signature 2025: Small Business -- Hot Tax Issues Today (Webinar) (25WA-489A)25WA-489A | *Legislative update on expiring tax provisions affecting small businesses;*Legislative update on new tax provisions impacting small businesses;*Communications with the IRS;*Tax audits of small businesses;*Judicial update on self-employment tax litigation | |
| 12/11/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Business Tax Update for Industry (Webinar) (25WA-736B)25WA-736B | *"Tax-mageddon" -- the all-important impending expiration/extension/renewal of the TCJA*Other recent Federal legislative, rules and tax developments impacting business taxpayers*Current status of Research and Experimentation costs and Interest Expense Lim | |
| 1/6/2026 | 4 - 6 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Internal Control Fundamentals (Webinar) (25WA-106C)25WA-106C | *COSO*Yellowbook*Auditing | |
| 1/14/2026 | 4 - 5:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Creating Terrific Equity Compensation Plans: Beware of the Pitfalls (Webinar) (25WA-9533)25WA-9533 | *Why most equity compensation plans fail?*Complexity of GAAP accounting for equity compensation plans*Tax implications of equity compensation plans*Who and how an equity compensation plan shouldbe administered?*Compliance issues to consider*Recommendation | |
| 11/21/2025 | 1 - 2:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Planning for Small Business Success (Webinar) (25WA-477C)25WA-477C | *The integrated planning model *The strategic plan *Linkage with Performance Based Management *Tracking success *Real world examples | |
| 1/23/2026 | 2 - 5:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Controllership Series: The Controller's Role in Financial Forecasting (Webinar) (25WA-197A)25WA-197A | *Accounting*Finance | |
| 12/5/2025 | 6 - 7:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Estate and Financial Planning for the Older Client (Webinar) (25WA-389C)25WA-389C | *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 Housi | |
| 1/21/2026 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Five Amazing Business Books in 100 Minutes (Webinar) (25WA-9103)25WA-9103 | Five business books, including,*-- "Leaders Eat Last", by Simon Sinek,*-- "Zero to One" by Peter Thiel,*-- "American Icon" by Bryce Hoffman,*-- "Slide:ology" by Nancy Duarte, and*-- "Brain Rules" by John Molina. | |
| 11/12/2025 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| K2's Top PDF Features You Should Know (Webinar) (25WA-204D)25WA-204D | *Best practices for creating, editing, and managing PDFs*The process for creating and distributing PDF forms*Integrating PDFs with other applications*Securing your PDFs | |
| 2/10/2026 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Defining Lines: Advanced Professional Boundaries (Webinar) (25WA-249E)25WA-249E | *Best practices for personal and professional boundaries*3 types of workplace boundaries*6 fail-safe ways to implement your boundaries at work*Understanding interference & how to manage related stress*Developing flexibility for efficiency & ease | |
| 3/5/2026 | 4 - 5:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Effective Governance for Not-for-Profit Success (Webinar) (25WA-299A)25WA-299A | *Yellowbook*Accounting and Auditing*Nonprofit | |
| 12/8/2025 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Minimizing Workplace Warfare (Webinar) (25WA-998C)25WA-998C | *Sources of Workplace Conflict*Conflict Resolution Strategies*Communication Skills and Active Listening*Conflict Management Techniques | |
| 2/4/2026 | 10 - 11:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Excelling at Excel: The Magic of Power Query (Webinar) (25WA-111D)25WA-111D | *Intro to Power Query & how to get started*Examples of data clean up using Power Query*Combining workbooks and files with Power Query | |
| 2/7/2026 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| K2's Top PDF Features You Should Know (Webinar) (25WA-456B)25WA-456B | *Best practices for creating, editing, and managing PDFs*The process for creating and distributing PDF forms*Integrating PDFs with other applications*Securing your PDFs | |
| 12/30/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Preparing and Reviewing Workpapers for Higher Quality Audits (Webinar) (25WA-9982)25WA-9982 | *The primary purpose of workpaper documentation, and minimum documentation requirements for workpaper preparers*Best practices for documenting complex and subjective procedures and conclusions, such as estimates, substantive analytic procedures, etc. that | |
| 12/2/2025 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's What's New With QuickBooks (Webinar) (25WA-911A)25WA-911A | *Licensing issues*Pricing updates*New and improved features*Transitioning from QuickBooks Desktop to QuickBooks Online | |
| 12/18/2025 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Controllership Series: The Future Role of the Controller, Part 2 (Webinar) (25WA-275A)25WA-275A | *Accounting and Finance | |
| 12/8/2025 | 10 - 11:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Not-for-Profit Internal Control: Practical Insights Into Mitigating Financial Reporting, Compliance and Other Risks (Webinar) (25WA-494D)25WA-494D | *Recognizing the importance of each of the key components of a sound system of internal controls over financial reporting, regardless of a nonprofit entity's nature, size or complexity*Understanding the critical role of information technology (IT) general | |
| 2/17/2026 | 8 - 11:40 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Ethics Hour: Deceit and the Whys Behind the Lies -- Understanding Ethics (Webinar) (25WA-592A)25WA-592A | *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 | |
| 12/13/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Leaders Eat Last: Why? The Characteristics of Great Leaders (Webinar) (25WA-979B)25WA-979B | *What does "Leaders Eat Last"mean*Understand human nature and how we work together or not*Leadership skills can be taught*True leaders care*The need for trust*Practical lessons from gifted leaders*Steps to become a better leader | |
| 1/12/2026 | 3 - 4:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| S Corporations: Tax Compliance, Elections and Best Practices (Webinar) (25WA-880C)25WA-880C | *Subchapter S status election and compliance requirements*Relief for late Form 2553 filings under Rev. Proc. 2022-19*Comparison of Rev. Proc. 2022-19 and Rev. Proc. 2023-3*I.R.C. Section 1361 and Section 1362 analysis for S Corporation elections*Corporate | |
| 2/2/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| PowerPoint: Tips and Tricks for Today's Accountant (Webinar) (25WA-9117)25WA-9117 | *Exploration of tabs within PowerPoint's ribbon*Initial creation of a slide deck*Using slide masters*Utilization of external content*SmartArt*Alignments and layouts*Tips and tricks for efficiency*Best practices for effective presentation delivery*Other cr | |
| 11/12/2025 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Forensic and Fraud Interviewing Techniques and Skills (Webinar) (25WA-729C)25WA-729C | *Forensic Accounting*Accounting*Auditing*Finance | |
| 1/29/2026 | 10 a.m. - 12 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| Everyday Ethics: Ethics is Everywhere, All the Time! (Webinar) (25WA-188C)25WA-188C | *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. | |
| 1/16/2026 | 4 - 5:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Untold LinkedIn Hyper-Growth Story (Webinar) (25WA-462B)25WA-462B | *Talent*Business Growth*People Strategy*Culture*Communication*Trust Strategy | |
| 12/30/2025 | 8 - 9:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Preparing to be a Forensic Accountant: Cloud Forensics (Webinar) (25WA-602A)25WA-602A | *Forensic Accounting*Accounting*Auditing*Finance | |
| 12/13/2025 | 8 - 9:20 a.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
| Global Internal Audit Standards Domain III: Part 2 (Webinar) (25WA-9829)25WA-9829 | *Internal Audit*Internal Controls*GIAS*Institute of Internal Auditors*Standards*Accounting | |
| 11/26/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ACPEN Signature 2025: Small Business -- Hot Tax Issues Today (Webinar) (25WA-069A)25WA-069A | *Legislative update on expiring tax provisions affecting small businesses;*Legislative update on new tax provisions impacting small businesses;*Communications with the IRS;*Tax audits of small businesses;*Judicial update on self-employment tax litigation | |
| 12/3/2025 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's Expense Reporting Automation (Webinar) (25WA-811B)25WA-811B | *Overview of selected expense and corporate credit card reporting and management platforms*Major fraud schemes associated with expense reporting*Extracting and importing transaction data from bank feeds and matching to receipts | |
| 1/7/2026 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Two Types of Goals You Need to Be Successful (Webinar) (25WA-205B)25WA-205B | *Common obstacles to goal achievement*The limitations of SMART goals*Characteristics of effective outcome goals*Process Goals: The Roadmap to Achievement*Integrating Outcome and Process Goals for Maximum Impact | |
| 12/23/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Introduction to Forensic Accounting (Webinar) (25WA-730C)25WA-730C | *Forensic Accounting*Accounting*Auditing*Finance | |
| 1/29/2026 | 12 - 1:40 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| Introverts Have Real Power: Why Quiet Leaders Are So Successful (Webinar) (25WA-865D)25WA-865D | * What are the signs of an Introvert?* Why do we seek out extroverts?* How do we communicate?* Introvert characteristics* Secrets of public speaking for Introverts* How to help your Introverted child?* Playing to an introvert's strengths | |
| 2/25/2026 | 10 - 11:55 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ultimate Small Business HR Guide: Essential Tips for Success (Webinar) (25WA-9195)25WA-9195 | *Small Business Management | |
| 11/14/2025 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Ethical Leadership: Power, Influence, Integrity and Trust (Webinar) (25WA-411D)25WA-411D | *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 ano | |
| 2/16/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Asset Misappropriation: Let Me Count the Ways (Webinar) (25WA-076B)25WA-076B | *Identifying opportunity*The three most common behavioral red flags that we should always look for*The many ways to commit check fraud (it's so easy)*Why inventory is such a good place to hide theft of assets*How to cover up inventory fraud*Accounts Recei | |
| 12/22/2025 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Fraud Unmasked: Understanding and Preventing White-Collar Crime (Webinar) (25WA-980A)25WA-980A | *Fraud Prevention*Accounting*Business Ethics | |
| 12/19/2025 | 8 - 9:40 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Walkin', Talkin', Lookin' and Listenin': Or Things Most of Us Don't Do Well (Webinar) (25WA-547C)25WA-547C | *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 percepti | |
| 1/24/2026 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Excelling at Excel: The Magic of Power Query (Webinar) (25WA-9805)25WA-9805 | *Intro to Power Query & how to get started*Examples of data clean up using Power Query*Combining workbooks and files with Power Query | |
| 11/26/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Multiply Your Time: Tame Your To-Do List and Fight Distractions So You Can Get The Right Things Done (Webinar) (25WA-462A)25WA-462A | *Personal Productivity*Optimizing Performance*Reducing Stress*Managing Time*Improving Results*Personal Development*Self Leadership*Self Awareness | |
| 12/11/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Qualified Business Income Deduction Section 199A: The Ins and Outs (Webinar) (25WA-023D)25WA-023D | *Detailed coverage of calculating the combined qualified business income amount (i.e., QBI component and REIT/PTP component)*Determine what trade or businesses under Section 162 are eligible for the QBI deduction (i.e., rentals and specified service trade | |
| 2/5/2026 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Sticky Ethical Choices (Webinar) (25WA-9419)25WA-9419 | *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. | |
| 11/19/2025 | 8 - 8:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Annual Update for Accountants & Auditors (Webinar) (25WA-193B)25WA-193B | *Accounting Standards Updates*Auditing & Accounting*Yellowbook | |
| 12/23/2025 | 9 a.m. - 3 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| Excel Tips and Tricks for the Non-Accountant (Webinar) (25WA-122C)25WA-122C | *Understanding the workbook and worksheet environment*Obtaining and utilizing data*Editing and formatting*The "Insert" Menu*The "Page Layout" Menu*The "View" Menu*Selecting and using formulas*Shortcuts and tricks | |
| 1/14/2026 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Are You Up For the Challenge? Test Your Skills as a Quality Control Reviewer (Webinar) (25WA-212E)25WA-212E | *AICPA professional standards*EQCR expectations*Firm-specific considerations*Best practices for reducing the frequency of review points*Best practices for mitigating the severity of review points*Examples of common EQCR deficiencies*The impending influenc | |
| 3/4/2026 | 1 - 4:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| State Tax Nexus: Frequently Awkward Questions (Webinar) (25WA-588B)25WA-588B | *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 | |
| 1/3/2026 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Communicating in a Virtual and Live Environment: Numbers Matter, but So Do Words (Webinar) (25WA-999C)25WA-999C | *Tackling the emotions of presenting*Use of visuals in presentations*Telling stories*Who is your audience and why is it crucial?*Defining presentations in a virtual and live world dynamic*Discuss the overarching themes of effective presentations*Building | |
| 2/4/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accounting for Leases (Webinar) (25WA-398B)25WA-398B | *Accounting*Finance*Financial Statement Preparation | |
| 12/29/2025 | 10 a.m. - 12:25 p.m. | Online | 2.6 CPE (2.6 tech, 0 non-tech) | |
| K2's The ABCs of Automation With Microsoft's Power Platform (Webinar) (25WA-697B)25WA-697B | *Overview of the Power Platform and its components*Review examples of business processes that may benefit the most from using automation*Discussion and demonstration of its low-code/no-code app development environment | |
| 1/6/2026 | 4 - 5:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Treasury Circular 230 for EAs and Other Tax Preparers (Webinar) (25WA-920C)25WA-920C | *Circular 230*Conflicts of interest*Loving case*RTRP*Other Ethical Issues*Fees*Qualifying continuing education | |
| 2/3/2026 | 1 - 3 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| K2's After QuickBooks, What's Next? (Webinar) (25WA-471E)25WA-471E | *Transitioning from QuickBooks Pro and Premier -- challenges and opportunities*Overview and comparison of leading accounting software solutions*Implementation strategies and best practices for modern accounting platforms | |
| 3/10/2026 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Basis Calculations and Distributions for Pass-Thru Entity Owners Schedule K-1 Analysis (Webinar) (25WA-693C)25WA-693C | *Detailed coverage of any new legislation affecting basis computations and distributions and changes to the schedule K-1s(including the NEW Form 7203 -- S Corporation Shareholder Stock and Debt Basis Limitations)*Line-by-line analysis of the Schedule K-1s | |
| 1/28/2026 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Combatting Sexual Harassment in the Workplace (Webinar) (25WA-845C)25WA-845C | *Sexual harassment prevention*Company culture | |
| 2/2/2026 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Five Ways to Improve Your Leadership Skills (Webinar) (25WA-9705)25WA-9705 | *Leadership*Self-awareness*Communication*Delegation*Empowerment | |
| 11/25/2025 | 2 - 2:55 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Resolving Ethical Dilemmas: You Make the Call (Webinar) (25WA-9408)25WA-9408 | *Ethical frameworks*Threats and safeguards to objectivity and independence | |
| 11/19/2025 | 2 - 3:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | 1.5 Ethics |
| How to Choose the Right Business Entity for Your Client (Webinar) (25WA-457C)25WA-457C | *Recent tax legislation and developments related to choice of entity - such as 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 | |
| 1/22/2026 | 4 - 5:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Budget Mastery: The Human Side of Budgeting -- Navigating People's Issues with 360 Insight (Webinar) (25WA-9733)25WA-9733 | *Understanding your own leadership tendencies and applying them to your strengths?*Understanding core personality types*Learning what type of person you are?*Managing and coping with the budget team*Effectively dealing with the A, B, C and other players? | |
| 11/25/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Value of Conflict (Webinar) (25WA-032C)25WA-032C | *Conflict resolution | |
| 1/13/2026 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Strategies for Guiding Clients Through Challenging Situations: Tax Insights (Webinar) (25WA-375D)25WA-375D | *Tax considerations in divorce, including support obligations and property division*Bankruptcy, debt cancelation, and financial hardship tax implications*Tax treatment of cohabitation, premarital agreements, and exemptions*Child support, alimony, and depe | |
| 2/13/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Introduction to Forensic Data Analytics (Webinar) (25WA-140D)25WA-140D | *Data analytics*Key fraud risk management guidance documents*Data analytics frameworks*Leading techniques and innovations for preventing and detecting fraud | |
| 2/9/2026 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Effective Coaching Strategies for High Performance (Webinar) (25WA-282D)25WA-282D | *Coaching*Effective Communication*Problem Solving*Use of AI as a coaching tool | |
| 2/11/2026 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| K2'S Top Tech Productivity Tips and Tricks (Webinar) (25WA-524B)25WA-524B | *Microsoft 365 tricks and tips*Best practices for virtual meetings*Productivity-enhancing apps and tools that you should consider using | |
| 12/31/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Auditing for Fraud (Webinar) (25WA-429E)25WA-429E | *Auditing*Fraud | |
| 3/10/2026 | 9 - 11:15 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Benford's Law and Other Digital Analysis Techniques (Webinar) (25WA-9354)25WA-9354 | *Benford's Law*Digital Analysis*Data analytics | |
| 11/18/2025 | 10 - 11:40 a.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| Just Ask Why: Searching for Answers, Generating Solutions (Webinar) (25WA-756B)25WA-756B | *The basic benefits of why*The 5-15 report *Curiosity and creativity | |
| 1/7/2026 | 1:30 - 5:05 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Building Personal Leadership Skills (Webinar) (25WA-336D)25WA-336D | *Leadership*Personality Types*Communication*Uses of AI in the work place | |
| 2/12/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Planning in an Uncertain World (Webinar) (25WA-079C)25WA-079C | *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 | |
| 1/13/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| International Cross Border Transactions (Webinar) (25WA-325C)25WA-325C | *International cross border transactions. *Decrease an entities effective tax rate. *IRS audit risk | |
| 1/20/2026 | 9 - 11 a.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| K2's Introducing Artificial Intelligence to Human Resources Pros (Webinar) (25WA-735D)25WA-735D | *How to get started with AI*Today's major AI platforms*How to use AI tools*AI risks that we must manage | |
| 2/23/2026 | 10 - 11:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Neurodiversity and Productivity: Include More Minds to Make the Most of Your Time (Webinar) (25WA-421C)25WA-421C | *Neurodiversity*Productivity*Leadership*Management*Communication*Inclusion*Culture*Empathy | |
| 1/22/2026 | 2:30 - 3:45 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Build Better Budgets: Fundamental Techniques (Webinar) (25WA-9936)25WA-9936 | *Advantages of budgeting*The role of budgeting*Master budgeting*Flexible budgeting*Standards and variances*Capital budgeting | |
| 12/1/2025 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Internal Control Fundamentals (Webinar) (25WA-057A)25WA-057A | *COSO*Yellowbook*Auditing | |
| 12/3/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Asset Misappropriation: Let Me Count the Ways (Webinar) (25WA-199C)25WA-199C | *Identifying opportunity*The three most common behavioral red flags that we should always look for*The many ways to commit check fraud (it's so easy)*Why inventory is such a good place to hide theft of assets*How to cover up inventory fraud*Accounts Recei | |
| 1/16/2026 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Getting Started With Artificial Intelligence (Webinar) (25WA-9501)25WA-9501 | *Understanding AI tools available today*Creating accounts in AI platforms*Querying data from AI platforms*Customizing your AI subscriptions | |
| 11/20/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Cryptocurrencies for the CFO: Explaining Blockchain (Webinar) (25WA-723D)25WA-723D | *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 | |
| 2/23/2026 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Real Estate Tax Update (Webinar) (25WA-9853)25WA-9853 | *Recent tax legislation, rules and developments impacting real estate owners and investors*Section 179 for qualified real property*Section 179 for non-residential roofs, HVAC fire protection and security systems*Section 163(j) interest expense limitation, | |
| 11/26/2025 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Productivity Hacks for Working Remotely (Webinar) (25WA-068B)25WA-068B | *Virtual Work*Remote Work*Telecommuting*Flexible Work Options | |
| 12/22/2025 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Revenue Recognition: Determine the Transaction Price, Part 2 (Webinar) (25WA-9295)25WA-9295 | *Revenue Recognition*Accounting | |
| 11/17/2025 | 12 - 1:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| K2's Data Analytics for Accountants and Auditors (Webinar) (25WA-104E)25WA-104E | *Understanding the importance of data analytics in modern business environments*Generating and interpreting data analytics using everyday applications such as Microsoft Office Excel and Microsoft's Power BI platform*Using regression analysis to create and | |
| 3/2/2026 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Applying the New Expected Credit Loss Model (Webinar) (25WA-361A)25WA-361A | *Principles behind the new expectation credit loss model*Acceptable methods for evaluating expected credit loss for certain financial instruments*Enhanced disclosure requirements common for nonpublicentities | |
| 12/9/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: Managerial Accounting Basics and Costs (Webinar) (25WA-270C)25WA-270C | *Accounting*Finance | |
| 1/19/2026 | 10 - 11:10 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Performance Management: Hiring to Retiring (Webinar) (25WA-527D)25WA-527D | *Employee Engagement*Recruiting/Staffing*Talent Management*Employee Relations | |
| 2/18/2026 | 10 - 11:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Revenue Recognition: Determine the Transaction Price, Part 1 (Webinar) (25WA-640B)25WA-640B | *Revenue Recognition*Accounting | |
| 1/5/2026 | 4 - 5:10 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Revenue Recognition Topic 606: Identify Performance Obligations, Part 2 (Webinar) (25WA-9293)25WA-9293 | *Revenue Recognition*Accounting | |
| 11/17/2025 | 4 - 5:20 p.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
| K2's Paperless Office (Webinar) (25WA-776A)25WA-776A | *The importance of "going paperless"*Key technologies that facilitate a paperless office*Advantages of going paperless*Examples of leading document management systems and processes | |
| 12/17/2025 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Enact Retaliation Abatement and Monitoring Measures (Webinar) (25WA-589A)25WA-589A | *Retaliation prevention*Retaliation monitoring*Speak up culture*Ethical culture | |
| 12/13/2025 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| K2's Office Scripts: The New Macros (Webinar) (25WA-260C)25WA-260C | *Introduction to Office Scripts*Recording your first script*Integration with Power Automate | |
| 1/19/2026 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| K2's The ABCs of Automation With Microsoft's Power Platform (Webinar) (25WA-461D)25WA-461D | *Overview of the Power Platform and its components*Review examples of business processes that may benefit the most from using automation*Discussion and demonstration of its low-code/no-code app development environment | |
| 2/17/2026 | 4 - 5:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Key Tax Issues for Business Taxpayers (Webinar) (25WA-530C)25WA-530C | *"Tax-mageddon" -- the all-important impending expiration/extension/renewal of the TCJA*Other recent legislative, judicial, and IRS developments impacting business taxpayers.*Current status of Research and Experimentation costs and Interest Expense Limita | |
| 1/23/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Excelling at Excel: Tips, Tricks and Updates (Webinar) (25WA-640D)25WA-640D | *Excel version differences and compatibility*Customize Excel so it works the way you work*Learn new shortcuts to work quicker*Learn some of the newer formulas to streamline your spreadsheets*Take on tables & a powerful tool for data analysis | |
| 2/20/2026 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Client Ethical Challenges: The CPA's Guide (Webinar) (25WA-9675)25WA-9675 | *How the CPA can meet the challenges presented by a new client*AICPA Code of Professional Conduct*AICPA Statements on Standards for Tax Services*IRS Circular 230*Case study illustration of how to bring the new client into ethical, proper financial and tax | |
| 11/24/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Avoiding Legal Liability and Peer Review Deficiencies in Nonaudit Services, Including Bookkeeping and Preparing Financial Statements (Webinar) (25WA-972A)25WA-972A | *Differentiating risks faced when performing nonaudit services, such as reviews, compilations, preparing financial statements, bookkeeping, tax return preparation, and similar*Best practices for preventing quality control concerns that could lead to peer | |
| 12/19/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| HR Investigations Episode 2: Interview Techniques (Webinar) (25WA-975D)25WA-975D | *Interview terminology*Types of questions*Levels of listening*Verbal and nonverbal communications*Documenting results | |
| 2/27/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| K2's Securing Your Data: Practical Tools for Protecting Information (Webinar) (25WA-649C)25WA-649C | *Understanding today's cybersecurity risks*Identifying major cybersecurity risks*Implementing specific steps to reduce risk | |
| 1/27/2026 | 2 - 6 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's Time to Advance Automation: Strategies and Tools for Efficiency (Webinar) (25WA-462D)25WA-462D | *Advanced Automation Strategies: Best practices for starting or enhancing your automation journey*Key Tools for Automation: Exploring the latest features in Zoho, Zapier, Microsoft, and other tools*Practical Automation in Finance: Automating tasks in acco | |
| 2/17/2026 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Global IIA Standards Fundamentals and Domain I and II: Part 1 (Webinar) (25WA-945A)25WA-945A | *Accounting*Internal Audit*Internal Control*GIAS Standards*Internal Audit Standards | |
| 12/19/2025 | 2 - 4:05 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| Business Federal Tax Update: Navigating the Current Tax Landscape (Webinar) (25WA-934C)25WA-934C | *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 pert | |
| 2/3/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| State Tax Nexus: Frequently Awkward Questions (Webinar) (25WA-612C)25WA-612C | *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 | |
| 1/27/2026 | 11:30 a.m. - 1:20 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Independence Requirements for CAAS Engagements (Webinar) (25WA-411B)25WA-411B | *CAAS*Auditing & Accounting*Yellowbook*Ethics | |
| 12/29/2025 | 4 - 6 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Audit Skills for Beginners (Webinar) (25WA-029D)25WA-029D | *Professional skepticism -- Creating a mindset for finding fraud and error*Audit documentation basics -- Creating workpapers that pass review*The audit risk model -- Understanding the foundational principles*Internal control fundamentals - Satisfying the | |
| 2/5/2026 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethical Tax Practice Strategies in a Crisis World (Webinar) (25WA-748A)25WA-748A | *"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 lett | |
| 12/16/2025 | 4 - 5:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Deep Dive Into Common Auditing Deficiencies (Webinar) (25WA-934A)25WA-934A | *Auditing*Yellowbook*GAAS | |
| 12/19/2025 | 1 - 4:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Deep Dive Into Quality Management (Webinar) (25WA-585D)25WA-585D | *SQMS 1 and 2*Auditing*Yellowbook | |
| 2/19/2026 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Resolve Ethical Conflicts: Do the Right Thing and Keep Your Job (Webinar) (25WA-9437)25WA-9437 | *Ethics*Resolving Conflict | |
| 11/19/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Global Internal Audit Standards: Overview and Contrast to 2017 International Professional Practices Framework (Webinar) (25WA-922D)25WA-922D | *Accounting*Internal Controls*Internal Audit Standards | |
| 2/26/2026 | 9 - 10:30 a.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
| The Ethics Hour: Ethics is the Engine to Better Leadership -- Taking Action (Webinar) (25WA-014E)25WA-014E | *How are ethics, trust and leadership interrelated*Why do we only follow ethical leaders*Why do our actions and behaviors matter*The value of ethical leaders*The need to communicate is crucial to gain trust | |
| 2/28/2026 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Safety Synergy: Uniting Elements for a Secure Workplace (Webinar) (25WA-930A)25WA-930A | *How to evaluate physical security*Increase situational awareness*Simple De-escalation techniques*Mental Health awareness*Safe Termination Strategy*Active Shooter Response Overview | |
| 12/19/2025 | 3 - 4:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Partnerships and S Corporations: How to Calculate Basis (Webinar) (25WA-566A)25WA-566A | *Calculation of basis when the entity is formed, including the impact of contributed property*How to calculate partnership tax basis capital accounts;*Clarifies the how partnerships and S corporations debt impacts tax basis*Discusses how distributions aff | |
| 12/12/2025 | 4 - 7:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Mergers and Acquisitions: Tips and Speed Bumps to Avoid (Webinar) (25WA-055D)25WA-055D | *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 integr | |
| 2/6/2026 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Treasury Circular 230 for EAs and Other Tax Preparers (Webinar) (25WA-714B)25WA-714B | *Circular 230*Conflicts of interest*Loving case*RTRP*Other Ethical Issues*Fees*Qualifying continuing education | |
| 1/6/2026 | 1 - 3 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| Yellow Book Ethics (Webinar) (25WA-487B)25WA-487B | *Ethics*Accounting & Auditing*Yellowbook | |
| 12/30/2025 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Fringe Benefits and Compensation Planning: Today and Beyond (Webinar) (25WA-007C)25WA-007C | *Fringe Benefit Planning Fundamentals*Strategies Tailored for Business Owners and Employees*Navigating IRC Section 132 Fringe Benefit Option*Cafeteria Plans Demystified*Tax Management in Compensation Planning*Understanding the Implications of Dependent Ca | |
| 1/12/2026 | 10:30 a.m. - 6:15 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| How to Make Difficult People Disappear...Without Going to Jail (Webinar) (25WA-314C)25WA-314C | *Team dynamics*Influence*Organizational behavior*Leadership | |
| 1/20/2026 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Data Extraction, Transformation and Validation: The Right Data Sources for Analysis (Webinar) (25WA-906D)25WA-906D | *Various data types*Structured vs. unstructured data*Completeness and validation testing*Selecting the right data sources for the job*Risks and pitfalls to avoid | |
| 2/26/2026 | 2 - 3:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Ten Must Know Features in Excel (Webinar) (25WA-992B)25WA-992B | *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 | |
| 1/12/2026 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Excel Essentials for Today's Accountant: How To Become an Expert in One Day (Webinar) (25WA-9434)25WA-9434 | *Using formulas to manipulate and transform data*Using formulas and reference formulas such as =VLOOKUP*Using pivot tables*Understanding Solver to perform multivariate analysis*Awareness of advanced functions*Creative methods for data manipulation*Using i | |
| 11/19/2025 | 8:30 a.m. - 12:15 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Form 1120S: Preparation and Analysis (Webinar) (25WA-412C)25WA-412C | *S corporation taxation fundamentals*Income and deductions for S corporations*Shareholder basis calculation*Reporting requirements for Form 1120S*Advanced tax planning strategies | |
| 1/21/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Employees Today and Tomorrow: Are Employees Assets? (Webinar) (25WA-065B)25WA-065B | *GAAP vs economic value of employees*The changing landscape of work*The need to change management tactics*Different generations and demographics*Understanding the differences*What issues do they present?*How do we improve our understanding?*Employee engag | |
| 12/22/2025 | 3 - 4:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Drive Results With Metrics (Webinar) (25WA-403D)25WA-403D | *Performance Metrics*Budgets | |
| 2/16/2026 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Technology Update (Webinar) (25WA-233D)25WA-233D | *Developments in hardware and software*Options for communicating and collaborating more effectively*Addressing cybersecurity issues | |
| 2/10/2026 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Five Ways Your Onboarding Process Fails to Engage and Retain New Hires (Webinar) (25WA-650B)25WA-650B | *Employee Onboarding*Employee Experience*Employee Engagement*Communication*Leadership | |
| 1/5/2026 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Self-Rental Real Estate Passive Activity Rules (Webinar) (25WA-377A)25WA-377A | *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 | |
| 12/9/2025 | 2 - 3:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Introduction to Ethics and Professional Skepticism (Webinar) (25WA-479A)25WA-479A | *Code of Ethics for Professional Accountants*Yellowbook*Auditing | |
| 12/11/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| K2's Ten Must Know Features in Excel (Webinar) (25WA-524A)25WA-524A | *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 | |
| 12/12/2025 | 9:30 - 11:20 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Liquidity and Uncertainty Disclosures for Not-for-Profits (Webinar) (25WA-461C)25WA-461C | *Required disclosure related to liquidity and other significant uncertainties for fair presentation of financial statements*Evaluating the need for going concern and other uncertainty disclosures in the current environment | |
| 1/22/2026 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Partnership Checkup: Tax Issues and Forms Reporting (Webinar) (25WA-014A)25WA-014A | *Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis*Impact of contributed property*Explain the importance of shareholder loans to the entity*Discuss how basis is impacted by distributions of corporation pro | |
| 12/2/2025 | 4 - 7:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Sticky Ethical Choices (Webinar) (25WA-132E)25WA-132E | *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. | |
| 3/3/2026 | 2 - 2:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Power Skills: Your Guide to Professionalism and Client Interactions (Webinar) (25WA-114C)25WA-114C | *Communication*Business Management | |
| 1/14/2026 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| K2's Best Word, Outlook and PowerPoint Features (Webinar) (25WA-655A)25WA-655A | *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 | |
| 12/15/2025 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Controllership Series: The Future Role of the Controller, Part 1 (Webinar) (25WA-194E)25WA-194E | *Accounting and Finance | |
| 3/4/2026 | 12 - 1:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Global IIA Standards Fundamentals and Domain I and II: Part 1 (Webinar) (25WA-118C)25WA-118C | *Accounting*Internal Audit*Internal Control*GIAS Standards*Internal Audit Standards | |
| 1/14/2026 | 8 - 10:05 a.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| Effective Governance for Not-for-Profit Success (Webinar) (25WA-9670)25WA-9670 | *Yellowbook*Accounting and Auditing*Nonprofit | |
| 11/24/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Audit and Attest Quality Matters that Should be on Your Radar: Avoiding Common Deficiencies in SAS, SSARS and SSAE Engagements (Webinar) (25WA-124C)25WA-124C | *Applying professional skepticism to ensure quality work*Meaningful risk assessment when designing work programs for various levels of services*Proper planning and supervision of all engagements*Accountant responsibilities for evaluating internal control* | |
| 1/14/2026 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Revenue Recognition Topic 606: Identify Performance Obligations, Part 1 (Webinar) (25WA-146B)25WA-146B | *Revenue Recognition*Accounting | |
| 12/23/2025 | 8 - 9:10 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Upholding Independence While Holding Your Client's Hand (Webinar) (25WA-328B)25WA-328B | *Circumstances that may cause recent FASB pronouncements to introduce threats to independence*AICP's Code of Professional Conduct*Best practice tips and practical strategies for preserving independence when assisting clients with technical matters | |
| 12/27/2025 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Common Deficiencies in Employee Benefit Plans (Webinar) (25WA-368A)25WA-368A | *EBP*Auditing*Yellowbook | |
| 12/9/2025 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Preparation of Form 709: Line-by-Line (Webinar) (25WA-712C)25WA-712C | *Gift tax fundamentals and exclusions*Completing Form 709 accurately*Gift-splitting and its tax implications*Lifetime exemption and GSTT considerations*Valuation of gifted assets*Common filing mistakes and IRS audits*Updates on new legislation impacting g | |
| 1/28/2026 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Resolve Ethical Conflicts: Do the Right Thing and Keep Your Job (Webinar) (25WA-9753)25WA-9753 | *Ethics*Resolving Conflict | |
| 11/25/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Thrive Amidst the Chaos: Three Steps to Increase Your Energy and Learn to Dance in the Rain (Webinar) (25WA-848B)25WA-848B | *Health and Wellness*Burnout*Stress Management*Employee Engagement | |
| 1/8/2026 | 12 - 1 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Form 1120S: Preparation and Analysis (Webinar) (25WA-938C)25WA-938C | *S corporation taxation fundamentals*Income and deductions for S corporations*Shareholder basis calculation*Reporting requirements for Form 1120S*Advanced tax planning strategies | |
| 2/3/2026 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Inventory, Expense and Payroll Fraud (Webinar) (25WA-724A)25WA-724A | *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 reaso | |
| 12/16/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Global Internal Audit Standards: Overview and Contrast to 2017 International Professional Practices Framework (Webinar) (25WA-773C)25WA-773C | *Accounting*Internal Controls*Internal Audit Standards | |
| 1/30/2026 | 1 - 2:30 p.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
| The Controllership Series: Sales, Collections and Customer Credit (Webinar) (25WA-974C)25WA-974C | *Accounting*Sales*Collections | |
| 2/4/2026 | 2 - 3:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| The Role of Internal Audit in Operational Audits (Webinar) (25WA-735B)25WA-735B | *The important role of operational audits*Best practices for designing and performing operational audits*Identifying causes of operational issues and risk exposures*Developing solutions to enhance the operational performance of business activities, proces | |
| 1/6/2026 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accounting & Auditing Update (Webinar) (25WA-898A)25WA-898A | *Accounting Standards Updates*Auditing & Accounting*Yellowbook | |
| 12/18/2025 | 9 a.m. - 12 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| CPAs and Addictions: Finding Hope and Healing (Webinar) (25WA-269D)25WA-269D | *Prevalence of substance abuse and depression among CPAs compared to the general population*Factors that cause CPAs to be particularly susceptible to drug and alcohol abuse and mental health issues*Identifying reasons why CPAs are reluctant to seek help*R | |
| 2/11/2026 | 8 - 10 a.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | 2.5 Ethics |
| The Competent Accountant: Mastering the Role of the Controller/CFO (Webinar) (25WA-245C)25WA-245C | *Business Management*Organization | |
| 1/17/2026 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Allison McLeod's Federal Tax Updates for Individuals - 4 Hour (Webinar) (25WA-779C)25WA-779C | *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 | |
| 1/30/2026 | 1:30 - 5:15 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Estate Planning Strategies: Advanced Techniques and Tools (Webinar) (25WA-495D)25WA-495D | *Legislative and regulatory changes in estate and gift taxation*Wealth transfer strategies under the new administration*Charitable deduction planning and compliance requirements*Advanced estate planning tools, including split-interest trusts*Using closely | |
| 2/17/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Listening to the Statement of Cash Flows (Webinar) (25WA-607A)25WA-607A | *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 | |
| 12/13/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accountant's Guide to Anti-Money Laundering: People, Patterns and Prosecutions (Webinar) (25WA-703A)25WA-703A | *Prevalence and Impact of Money Laundering*When CPAs Launder Money*The Connection between Money Laundering and Fraud*Accountant's Duty to be Alert to Fraud and Money Laundering*Detection of Money Laundering, Part I*Banks and Financial Institutions*Detecti | |
| 12/16/2025 | 1:30 - 2:35 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Embracing Neurodiversity in the Workplace (Webinar) (25WA-753B)25WA-753B | *Neurodiversity | |
| 1/7/2026 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| S Corporations: How to Calculate Shareholder Basis (Webinar) (25WA-989C)25WA-989C | *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* | |
| 2/4/2026 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Next Generation Excel Reporting (Webinar) (25WA-841B)25WA-841B | *Identifying weaknesses in traditional reporting processes*Using leading-edge features in Excel to improve reporting practices*How to work with Power Query to solve common reporting challenges*Adding Slicers and Timelines to your Excel-based reports | |
| 1/8/2026 | 8 a.m. - 3:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Design Flexible Work Options to Attract and Retain Your Workforce (Webinar) (25WA-9727)25WA-9727 | *Flexible Work Options*Employee Engagement*Talent Management Strategy | |
| 11/25/2025 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Corporate Ethics Cases: Discuss Real Life Conflicts (Webinar) (25WA-313E)25WA-313E | *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? | |
| 3/6/2026 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Combatting Sexual Harassment in the Workplace (Webinar) (25WA-271A)25WA-271A | *Sexual harassment prevention*Company culture | |
| 12/8/2025 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Common Sense CFO: Balance Sheet Issues Walk through to Understand and Build Value (Webinar) (25WA-628A)25WA-628A | *Typical accounting issues that impact the balance sheet*Where are the hidden issues in unrecorded liabilities?*What are unrecorded assets and why they matter?*Identification of and resolution of balance sheet challenges and changes*Communicating to your | |
| 12/13/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Business Longevity: Stabilize, Strengthen and Succeed (Webinar) (25WA-281D)25WA-281D | *Business Management*Strategic Planning*The role of AI in Business | |
| 2/11/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| A New Productivity for the New World: Goal Achievement for the 21st Century -- A Whole Brain Approach (Webinar) (25WA-051A)25WA-051A | *Mindfulness*Creative Thinking*Productivity*Performance*Neuroscience*Leadership | |
| 12/3/2025 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Controllership Series: The Controller's Role in Pro Forma Financial Statements (Webinar) (25WA-740D)25WA-740D | *Accounting*Finance | |
| 2/23/2026 | 4 - 5:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Tax Power Ethics for Tax Professionals (Webinar) (25WA-9617)25WA-9617 | *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 | |
| 11/24/2025 | 11:30 a.m. - 1:20 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Global Internal Audit Standards Domain II: Part 2 (Webinar) (25WA-9250)25WA-9250 | *Internal Audit*Standards*GIAS*Accounting*Internal Controls | |
| 11/15/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's The How's and Why's of Data Analytics (Webinar) (25WA-121A)25WA-121A | *Understanding the four types of data analytics*Differentiating between correlation and causation*How to generate data analytics in Excel and other applications already in use*The role of Artificial Intelligence in data analytics | |
| 12/4/2025 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| FASB Update and Review (Webinar) (25WA-664D)25WA-664D | *FASB updates that will affect near-term reporting*Future topics that may soon be addressed by the FASB | |
| 2/20/2026 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| S Corporation Essentials: Stock and Loan Basis Reporting (Webinar) (25WA-993C)25WA-993C | *Basis of stock and debt*Form 1040, Schedule E*Shareholder basis of indebtedness*Limitation of deduction of losses*AAA and distributions | |
| 2/4/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Two Types of Goals You Need to Be Successful (Webinar) (25WA-506D)25WA-506D | *Common obstacles to goal achievement*The limitations of SMART goals*Characteristics of effective outcome goals*Process Goals: The Roadmap to Achievement*Integrating Outcome and Process Goals for Maximum Impact | |
| 2/17/2026 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| How to Get a Better Return on Yellow Book and Single Audits: Avoiding the Most Misapplied Audit Concepts (Webinar) (25WA-247A)25WA-247A | *Discover the fundamental differences in the auditor's responsibilities between financial statement audits performed in accordance with the SASs and Yellow Book*Understand risk assessment factors above those associated with a financial statement audit onl | |
| 12/6/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Anti-Bullying and Sensitivity (Webinar) (25WA-775D)25WA-775D | *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 | |
| 2/23/2026 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Yellow Book: From Beginning to End (Webinar) (25WA-250C)25WA-250C | *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 fin | |
| 1/19/2026 | 8:15 a.m. - 4:15 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Accounting Update in a Post COVID-19 World (Webinar) (25WA-752D)25WA-752D | *Risk assessment*Government assistance*Pandemic-related accounting pronouncements*Learning to be an auditor in a pandemic environment*Financial statement disclosures*Exploring liquidity options | |
| 2/23/2026 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How to Make Difficult People Disappear...Without Going to Jail (Webinar) (25WA-153B)25WA-153B | *Team dynamics*Influence*Organizational behavior*Leadership | |
| 12/23/2025 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Building Your Personal Net Worth: Invest in Your Future (Webinar) (25WA-9575)25WA-9575 | *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 co | |
| 11/22/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Understanding the Four W's in Budgeting: Who, What, When and Which? (Webinar) (25WA-745C)25WA-745C | *Auditing & Accounting*Yellowbook*Budget Process | |
| 1/29/2026 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Optimizing Your Tech Stack for Efficiency and Cost-Effectiveness (Webinar) (25WA-381B)25WA-381B | *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 | |
| 12/29/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Top PDF Features You Should Know (Webinar) (25WA-9360)25WA-9360 | *Best practices for creating, editing, and managing PDFs*The process for creating and distributing PDF forms*Integrating PDFs with other applications*Securing your PDFs | |
| 11/18/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Ethics, Tax Practice and the Cannabis Industry (Webinar) (25WA-217B)25WA-217B | *Ethical challenges in the cannabis industry*Circular 230 and its application*Federal case law and cannabis-related tax disputes*Preparer due diligence in cannabis tax scenarios*State vs. federal legal conflicts in tax reporting*IRS Office of Professional | |
| 12/24/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Common Sense CFO: Dealing with Ever Changing Accounting Standards and Strategy Demands (Webinar) (25WA-906A)25WA-906A | *Understanding the modern finance and accounting organization chart*GAAP accounting changes*Why so many changes?*The speed of change and complexity*Accepting reality*Recognizing and fixing the top five accounting problems and errors*Leases*Revenue*Managem | |
| 12/18/2025 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Assessing the Real Ethics of an Organization (Webinar) (25WA-134E)25WA-134E | *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 | |
| 3/3/2026 | 5 - 5:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| K2's Top PDF Features You Should Know (Webinar) (25WA-339A)25WA-339A | *Best practices for creating, editing, and managing PDFs*The process for creating and distributing PDF forms*Integrating PDFs with other applications*Securing your PDFs | |
| 12/9/2025 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| CPAs and Addictions: Finding Hope and Healing (Webinar) (25WA-211B)25WA-211B | *Prevalence of substance abuse and depression among CPAs compared to the general population*Factors that cause CPAs to be particularly susceptible to drug and alcohol abuse and mental health issues*Identifying reasons why CPAs are reluctant to seek help*R | |
| 12/24/2025 | 8 - 10 a.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | 2.5 Ethics |
| Internal Control Frameworks for Single Audit (Webinar) (25WA-660D)25WA-660D | *COSO 2013 Update*Yellowbook*Accounting | |
| 2/20/2026 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Assessing Independence Under Yellow Book (Webinar) (25WA-034D)25WA-034D | *GAO*Yellowbook*Ethics | |
| 2/5/2026 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Profitability Pricing: Boost Your Bottom Line (Webinar) (25WA-453B)25WA-453B | *Competitive bids*Achieving target profitability | |
| 12/30/2025 | 7 - 9 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Budget Mastery: Walkthroughs and Real World Calculations Towards Tying Budgets To Value (Webinar) (25WA-262E)25WA-262E | *How to build a flexible budget model that works?*What are the steps we can take to budget for economic and external factors beyond our control?*How the right Chart of Accounts can simply your work?*Budget and GAAP are not the same and why they are fine n | |
| 3/5/2026 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Is Activity-Based Costing the Right Tool for Your Organization? (Webinar) (25WA-119D)25WA-119D | *ABC versus traditional costing*First-stage allocation*Determining predetermined overhead rates*Second-stage allocation*Activity-based reporting*Activity-based management | |
| 2/7/2026 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Advanced Excel (Webinar) (25WA-037E)25WA-037E | *Collaboration and security techniques*Tables, data models, and PivotTables*Advanced formulas*Data queries*Creating effective visualizations | |
| 2/28/2026 | 11 a.m. - 7 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| Forensic Data Analytics Supercourse for Fraud Prevention and Detection (Webinar) (25WA-244E)25WA-244E | *Forensic data analytics*Fraud prevention and detection*Data validation and methodologies*COSO's Fraud Risk Management Guide principles*Innovations in anti-fraud technology | |
| 3/5/2026 | 1 - 8:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Ethics Hour: Heartfelt Leadership -- How Ethical Leaders Build Trust (Webinar) (25WA-883C)25WA-883C | *What are the three components of ethical leadership*Ethical prescriptions and ethical proscriptions*How to become a trusted leader | |
| 2/3/2026 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Preparing to be a Forensic Accountant: Focus on Digital Forensics (Webinar) (25WA-049C)25WA-049C | *Forensic Accounting*Accounting*Auditing*Finance | |
| 1/13/2026 | 2 - 3:35 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| Everything You Need to Know About the Pass-Through Entity Rules: IRC Section 199A, The Code and Regulations (Webinar) (25WA-538D)25WA-538D | *Understanding the term "QBI" (qualified business income)*Understanding the terms "SSTB" (specified service trade or business)*Understanding the term "QTB" (qualified traded or business)*Calculate the 199A deduction Understanding the phaseouts*Understandi | |
| 2/18/2026 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's Advanced QuickBooks Tips And Techniques (Webinar) (25WA-654A)25WA-654A | *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 | |
| 12/15/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Deep Dive Into Common Auditing Deficiencies (Webinar) (25WA-840C)25WA-840C | *Auditing*Yellowbook*GAAS | |
| 2/2/2026 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Multiply Your Time: Tame Your To-Do List and Fight Distractions So You Can Get The Right Things Done (Webinar) (25WA-889C)25WA-889C | *Personal Productivity*Optimizing Performance*Reducing Stress*Managing Time*Improving Results*Personal Development*Self Leadership*Self Awareness | |
| 2/3/2026 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Ethical Tax Practice Strategies in a Crisis World (Webinar) (25WA-823D)25WA-823D | *"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 lett | |
| 2/24/2026 | 4 - 5:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Peeking Behind the Curtain: Exploring IRS Audit Technique Guides (Webinar) (25WA-9224)25WA-9224 | *Overview of ATGs*Best practices for utilizing ATGs*Salient provisions of selected ATGs*Insights auditors may obtain from analytical procedures*Nuances associated with selected industries | |
| 11/14/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Advanced QuickBooks Tips And Techniques (Webinar) (25WA-013D)25WA-013D | *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 | |
| 2/5/2026 | 2:30 - 6:10 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Proper Financial Accounting for Partnerships and LLCs (Webinar) (25WA-504B)25WA-504B | *Importance of Partnership capital accounts*Book vs tax capital accounts*Partnership capital contributions*Section 704(b) capital rules and OCBOA*GAAP balance sheet impact of capital contributions*Bonus and Goodwill methods*Ceiling Rule and Remedial alloc | |
| 12/30/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Managing Your Money in Retirement (Webinar) (25WA-9346)25WA-9346 | *Social Security*Retirement*Asset allocation*Fraud | |
| 11/18/2025 | 8 - 11 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Communicating in a Virtual and Live Environment: Numbers Matter, but So Do Words (Webinar) (25WA-9788)25WA-9788 | *Tackling the emotions of presenting*Use of visuals in presentations*Telling stories*Who is your audience and why is it crucial?*Defining presentations in a virtual and live world dynamic*Discuss the overarching themes of effective presentations*Building | |
| 11/25/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: Addressing Budgeting Uncertainty (Webinar) (25WA-319B)25WA-319B | *Accounting*Finance | |
| 12/27/2025 | 12 - 1:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| K2's Top Ten Productivity Booster Apps in Microsoft 365 (Webinar) (25WA-9700)25WA-9700 | *Enhancing communication and collaboration: Shared Mailboxes, Groups, and Places*Optimizing task and project management: Planner, Lists, and To Do*Streamlining training and workflow automation: Stream, Viva Learning, Forms, Bookings, and Approvals | |
| 11/24/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| K2's OneDrive's Best Practices (Webinar) (25WA-101C)25WA-101C | *Synchronizing your files to your desktop pc*Working with shared files*Managing different versions of files*Understanding how OneDrive works with OneNote, Teams, and SharePoint | |
| 1/14/2026 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| There is No Such Thing as Business Ethics (Webinar) (25WA-9417)25WA-9417 | *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 de | |
| 11/19/2025 | 11 - 11:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Progressive Management Accounting (Webinar) (25WA-289C)25WA-289C | *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 assignmen | |
| 1/19/2026 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Saving Time With Electronic Forms (Webinar) (25WA-102C)25WA-102C | *Comparing the capabilities and costs associated with forms/data collection tools and the different approaches taken by each tool*The benefits and risks associated with using each approach*Examples of how tools can be used effectively, with examples | |
| 1/14/2026 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Everything You Need to Know About the Pass-Through Entity Rules: IRC Section 199A, The Code and Regulations (Webinar) (25WA-601B)25WA-601B | *Understanding the term "QBI" (qualified business income)*Understanding the terms "SSTB" (specified service trade or business)*Understanding the term "QTB" (qualified traded or business)*Calculate the 199A deduction Understanding the phaseouts*Understandi | |
| 1/3/2026 | 12 - 3:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Cryptocurrency Transactions: Navigating Federal Tax Rules (Webinar) (25WA-498B)25WA-498B | *Review existing reporting rules*Broker reporting requirements and Form 1099-DA*Reporting crypto transactions*Basis Safe Harbor*Illustrative example | |
| 12/30/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Excelling at Excel: The Magic of Power Query (Webinar) (25WA-441D)25WA-441D | *Intro to Power Query & how to get started*Examples of data clean up using Power Query*Combining workbooks and files with Power Query | |
| 2/17/2026 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Critical Thinking Skills: Prevent Mistakes Now (Webinar) (25WA-9311)25WA-9311 | *Critical Thinking*Communication | |
| 11/17/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| K2's Excel Tips, Tricks and Techniques for Accountants (Webinar) (25WA-444D)25WA-444D | *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 | |
| 2/17/2026 | 8 a.m. - 3:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| Audit Skills for Beginners (Webinar) (25WA-086B)25WA-086B | *Professional skepticism -- Creating a mindset for finding fraud and error*Audit documentation basics -- Creating workpapers that pass review*The audit risk model -- Understanding the foundational principles*Internal control fundamentals - Satisfying the | |
| 12/22/2025 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Drive Results With Metrics (Webinar) (25WA-986A)25WA-986A | *Performance Metrics*Budgets | |
| 12/20/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's What's New With QuickBooks (Webinar) (25WA-475E)25WA-475E | *Licensing issues*Pricing updates*New and improved features*Transitioning from QuickBooks Desktop to QuickBooks Online | |
| 3/10/2026 | 6 - 7 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Better Forecasts: Be a Better Predictor (Webinar) (25WA-9890)25WA-9890 | *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 | |
| 11/29/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Introduction to Governmental Budgeting (Webinar) (25WA-448E)25WA-448E | *Budgeting*Accounting & Auditing*Yellowbook | |
| 3/10/2026 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Estate Planning for Today and Beyond (Webinar) (25WA-091B)25WA-091B | *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 di | |
| 12/22/2025 | 11 a.m. - 6:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 1065: Understanding Partnerships Tax Returns (Webinar) (25WA-929D)25WA-929D | *Partnership taxation*Different types of partnerships*Tax obligations of partners*Role of the partnership agreement in tax reporting*Filing deadlines of Form 1065 | |
| 2/26/2026 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Awful Ethical Dilemmas: Bringing it to Life (Webinar) (25WA-350E)25WA-350E | *Following the letter of the Code versus following the spirit of the Code*Preparing for conflicts of interest*Document your analysis of the situations*Five (5) case study examples | |
| 3/7/2026 | 8 - 9:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Safety Synergy: Uniting Elements for a Secure Workplace (Webinar) (25WA-9912)25WA-9912 | *How to evaluate physical security*Increase situational awareness*Simple De-escalation techniques*Mental Health awareness*Safe Termination Strategy*Active Shooter Response Overview | |
| 12/1/2025 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Embracing Neurodiversity in the Workplace (Webinar) (25WA-9193)25WA-9193 | *Neurodiversity | |
| 11/14/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Develop Your Emotional Intelligence to Be More Successful in Life and Leadership (Webinar) (25WA-242D)25WA-242D | *Emotional Intelligence (EQ) in Leadership*Building Stronger Workplace Relationships*Creating and Leading High-Performing Teams*Navigating Change with Emotional Intelligence | |
| 2/10/2026 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| I want the TRUTH: Preparing to Be an Expert Witness (Webinar) (25WA-690D)25WA-690D | *Rules of civiland criminal procedure*Applicable standards*Testifying basics*Cross-examination techniques | |
| 2/21/2026 | 1:30 - 3:20 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| An Exceptional Leader C.A.R.E.S. (Webinar) (25WA-176C)25WA-176C | *Leadership strategies to improve mental health in the workplace*Self-care techniques*Empowering HR | |
| 1/15/2026 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Introduction to Single Audit (Webinar) (25WA-931D)25WA-931D | *Single Audit*Accounting & Auditing*Yellowbook | |
| 2/26/2026 | 6 - 7:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Annual Update for Not-for-Profit Accountants & Auditors (Webinar) (25WA-602C)25WA-602C | *Not for Profit*Auditing & Accounting*Yellowbook | |
| 1/26/2026 | 1 - 7 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| Key Tax Issues for Business Taxpayers (Webinar) (25WA-035B)25WA-035B | *"Tax-mageddon" -- the all-important impending expiration/extension/renewal of the TCJA*Other recent legislative, judicial, and IRS developments impacting business taxpayers.*Current status of Research and Experimentation costs and Interest Expense Limita | |
| 12/20/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The New AICPA Statements on Standards for Tax Services (Webinar) (25WA-929C)25WA-929C | *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 | |
| 2/3/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Mastering the Three Pillars of Cybersecurity: Team and Compliance (Webinar) (25WA-718D)25WA-718D | *Technology*Cybersecurity | |
| 2/23/2026 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Controller Function: Elevating the Role (Webinar) (25WA-816D)25WA-816D | *Accounting*Finance*Auditing*Business Development | |
| 2/24/2026 | 6 - 7:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| K2's Technology For CPAs: Don't Get Left Behind (Webinar) (25WA-9813)25WA-9813 | *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 | |
| 11/26/2025 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Emerging Innovations in Forensic Data Analytics, Crypto Currencies, and AI and ChatGPT (Webinar) (25WA-035C)25WA-035C | *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 | |
| 1/13/2026 | 6 - 7:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Formatting Excel Spreadsheets the Right Way (Webinar) (25WA-9681)25WA-9681 | *Creating and using Styles in Excel*The Accounting Format and why you should use it*How to Create Custom Formats*Formatting dates for maximum impact*The advantages of storing formats in templates | |
| 11/24/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Resolving Ethical Dilemmas: You Make the Call (Webinar) (25WA-378E)25WA-378E | *Ethical frameworks*Threats and safeguards to objectivity and independence | |
| 3/9/2026 | 10 - 11:20 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | 1.5 Ethics |
| A Fox in the Henhouse/Courthouse (Webinar) (25WA-221B)25WA-221B | *Internal Controls*Fraud Prevention*Fraud Investigation | |
| 12/26/2025 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Ethics Hour: I Can't Believe This Really Happened -- Real World Ethics Stories (Webinar) (25WA-140B)25WA-140B | *Understanding how to make ethical choices*How to solve problems compassionately*Dealing with bad behavior*Learning from real world situations | |
| 12/23/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| K2's Best Word, Outlook and PowerPoint Features (Webinar) (25WA-014D)25WA-014D | *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 | |
| 2/5/2026 | 2:30 - 6:10 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| K2'S Top Tech Productivity Tips and Tricks (Webinar) (25WA-9424)25WA-9424 | *Microsoft 365 tricks and tips*Best practices for virtual meetings*Productivity-enhancing apps and tools that you should consider using | |
| 11/19/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Time to Advance Automation: Strategies and Tools for Efficiency (Webinar) (25WA-192A)25WA-192A | *Advanced Automation Strategies: Best practices for starting or enhancing your automation journey*Key Tools for Automation: Exploring the latest features in Zoho, Zapier, Microsoft, and other tools*Practical Automation in Finance: Automating tasks in acco | |
| 12/5/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Big Picture Mega-Trends, Big Data and the World We Now Face (Webinar) (25WA-765A)25WA-765A | *On-going world economic trends*Demographic changes and their impact on the economy*Global technology influences*Post Covid workplace*Big data understanding and where is it going*Learn to adapt to changing situations | |
| 12/17/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Beyond the Basics of SSARS and Nonattest Services: Are You Certain You Are in Compliance? (Webinar) (25WA-167B)25WA-167B | *Preventing malpractice claims related to nonattest accounting services*Identifying and safeguarding independence threats when issuing attest reports*Establishing an understanding with the client regarding non-audit services*Defining the varying levels of | |
| 12/23/2025 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Revenue Recognition: Topic 606 Disclosures (Webinar) (25WA-688C)25WA-688C | *Revenue Recognition*Accounting | |
| 1/28/2026 | 10 - 11:15 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Better Forecasts: Be a Better Predictor (Webinar) (25WA-627A)25WA-627A | *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 | |
| 12/13/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Head and Heart of Ethics (Webinar) (25WA-956C)25WA-956C | *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. | |
| 2/4/2026 | 8 - 9:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| New Client Ethical Challenges: The CPA's Guide (Webinar) (25WA-139A)25WA-139A | *How the CPA can meet the challenges presented by a new client*AICPA Code of Professional Conduct*AICPA Statements on Standards for Tax Services*IRS Circular 230*Case study illustration of how to bring the new client into ethical, proper financial and tax | |
| 12/4/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Just Ask Why: Searching for Answers, Generating Solutions (Webinar) (25WA-9347)25WA-9347 | *The basic benefits of why*The 5-15 report *Curiosity and creativity | |
| 11/18/2025 | 9 a.m. - 12:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Not-for-Profit Taxation Rules and Form 990 (Webinar) (25WA-549D)25WA-549D | *Recent tax legislation and developments related to non-profit entities*Special sections of Form 990 and various form related changes*Nonprofit tax exemption applications*Excess compensation excise tax*Excess parachute payment excise tax*Unrelated busines | |
| 2/18/2026 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Effective Automation and Outsourcing (Webinar) (25WA-428D)25WA-428D | *Overview of how firms and businesses currently use automation and outsourcing*Discussion of the management and regulatory compliance issues with offshore and onshore outsourcing use in small and mid-size organizations*Review of which tasks are best suite | |
| 2/16/2026 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Competent Accountant: Mastering the Role of the Controller/CFO (Webinar) (25WA-828A)25WA-828A | *Business Management*Organization | |
| 12/17/2025 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Progressive Management Accounting (Webinar) (25WA-559D)25WA-559D | *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 assignmen | |
| 2/18/2026 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Learning to Teach "Tax" as a Second Language (Webinar) (25WA-282C)25WA-282C | *Accounting as a foreign language*Commonly misunderstood concepts*Communicating tax matters*Client-practitioner interactions*Interacting with tax authorities | |
| 1/19/2026 | 3 - 4:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| A Guide to Sampling: Part 2 (Webinar) (25WA-9875)25WA-9875 | *Auditing*Yellowbook | |
| 11/29/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Preparation of Forms 706 and 709: Understanding the Law (Webinar) (25WA-243C)25WA-243C | *Legal framework of estate and gift taxation*IRS regulations and compliance requirements*Portability, lifetime exemption, and tax minimization strategies*Case law and IRS rulings affecting estate and gift tax planning*Postmortem estate planning considerat | |
| 1/17/2026 | 8 - 11 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Effective Coaching Strategies for High Performance (Webinar) (25WA-182C)25WA-182C | *Coaching*Effective Communication*Problem Solving*Use of AI as a coaching tool | |
| 1/15/2026 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Travel Expenses and Taxes: How to Maximize Deductions and Stay Compliant (Webinar) (25WA-123D)25WA-123D | *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-p | |
| 2/7/2026 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Cryptocurrencies for the CFO: Explaining Blockchain (Webinar) (25WA-9531)25WA-9531 | *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 | |
| 11/21/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Develop Your Emotional Intelligence to Be More Successful in Life and Leadership (Webinar) (25WA-9399)25WA-9399 | *Emotional Intelligence (EQ) in Leadership*Building Stronger Workplace Relationships*Creating and Leading High-Performing Teams*Navigating Change with Emotional Intelligence | |
| 11/18/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Controllership Series: The Financial Close Process (Webinar) (25WA-9206)25WA-9206 | *Accounting*Finance*Financial Statements | |
| 11/14/2025 | 4 - 5:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| The Role of Internal Audit in Operational Audits (Webinar) (25WA-9517)25WA-9517 | *The important role of operational audits*Best practices for designing and performing operational audits*Identifying causes of operational issues and risk exposures*Developing solutions to enhance the operational performance of business activities, proces | |
| 11/20/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Internal Control Frameworks for Single Audit (Webinar) (25WA-781B)25WA-781B | *COSO 2013 Update*Yellowbook*Accounting | |
| 1/7/2026 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| K2's Eight Awesome PivotTable Features (Webinar) (25WA-335B)25WA-335B | *Adding user-defined calculations to PivotTables*Enhancing PivotTables with Key Performance Indicators*Using PivotTables to consolidate "standard" Excel reports*Creative ways to filter PivotTables*Linking accounting software data into PivotTables | |
| 12/27/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Digging Deep With Excel Pivot Tables (Webinar) (25WA-881A)25WA-881A | *Data preparation and cleansing*Pivot table creation*Pivot table customization*Navigating Excel's PivotTable Analyze tab | |
| 12/18/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Proper Financial Accounting for Partnerships and LLCs (Webinar) (25WA-287C)25WA-287C | *Importance of Partnership capital accounts*Book vs tax capital accounts*Partnership capital contributions*Section 704(b) capital rules and OCBOA*GAAP balance sheet impact of capital contributions*Bonus and Goodwill methods*Ceiling Rule and Remedial alloc | |
| 1/19/2026 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Controllership Series: Overhead, Direct and Indirect Costs and Allocation Methods (Webinar) (25WA-543A)25WA-543A | *Accounting*Finance*Procurement*Operations | |
| 12/12/2025 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| From Numbers to Narrative: Effectively Presenting Your Budget and Reporting (Webinar) (25WA-311C)25WA-311C | *Identifying the 'Big Picture' and your role in effective communication*Communicating so others can understand us*Understanding a presentation's anatomy?*Tips and tricks for budget presentations | |
| 1/20/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ACPEN Signature 2025: Not-for-Profit Accounting, Auditing and Tax Update (Webinar) (25WA-776B)25WA-776B | *Auditing Update*Ethics and Environmental, Social, and Governance (ESG) Update*FASB Update*Not-for-Profit Tax Update | |
| 1/7/2026 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | 1 Ethics |
| Emerging Innovations in Forensic Data Analytics, Crypto Currencies, and AI and ChatGPT (Webinar) (25WA-330A)25WA-330A | *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 | |
| 12/9/2025 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Taking a Fresh Look at Teams (Webinar) (25WA-682D)25WA-682D | *How Teams got to where it is today*Major components in Teams*Collaboration options*Extending Teams functionality | |
| 2/20/2026 | 4 - 6 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Thrive Amidst the Chaos: Three Steps to Increase Your Energy and Learn to Dance in the Rain (Webinar) (25WA-456D)25WA-456D | *Health and Wellness*Burnout*Stress Management*Employee Engagement | |
| 2/17/2026 | 11 a.m. - 12 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Advanced Cost Accounting: Eliminate Calculation Distortions (Webinar) (25WA-313D)25WA-313D | *Cost Accounting | |
| 2/12/2026 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Digital Forensics (Webinar) (25WA-352D)25WA-352D | *Forensic Accounting*Accounting*Auditing*Finance | |
| 2/13/2026 | 8 - 9:35 a.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| Partnership Property Distributions and the New Form 7217 (Webinar) (25WA-106E)25WA-106E | *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 distribut | |
| 3/2/2026 | 4 - 5:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Making Culture a Competitive Advantage (Webinar) (25WA-146C)25WA-146C | *Talent Strategy*Culture*Employee Engagement*Employee Retention*Leadership*Leadership Strategy | |
| 1/15/2026 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Ethics Hour: Accounting Scandals -- What Happened and Why? Can We Prevent Them? (Webinar) (25WA-758A)25WA-758A | *Why do some choose to deceive, cheat and steal*Can accounting scandals be prevented*A brief history of accounting scandals*What to look for*What should ethical professionals like you do | |
| 12/17/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| K2's Better Reporting With QuickBooks Online (Webinar) (25WA-437C)25WA-437C | *The types of reports available in QuickBooks Online, by subscription level*Customizing reports to meet your needs*Spreadsheet Sync in QuickBooks Online Advanced | |
| 1/22/2026 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Annual Update for Accountants & Auditors (Webinar) (25WA-664B)25WA-664B | *Accounting Standards Updates*Auditing & Accounting*Yellowbook | |
| 1/5/2026 | 1 - 7 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| CPAs and Addictions: Finding Hope and Healing (Webinar) (25WA-479D)25WA-479D | *Prevalence of substance abuse and depression among CPAs compared to the general population*Factors that cause CPAs to be particularly susceptible to drug and alcohol abuse and mental health issues*Identifying reasons why CPAs are reluctant to seek help*R | |
| 2/17/2026 | 4 - 6 p.m. | Online | 2.5 CPE (0 tech, 2.5 non-tech) | 2.5 Ethics |
| Interview Techniques and Detecting Deception (Webinar) (25WA-362B)25WA-362B | *Interview techniques*Signs of Verbal and Non-verbal communication*Planning and preparing for an interview | |
| 12/29/2025 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Stand Out: How to Create a Unique Employer Brand (Webinar) (25WA-728D)25WA-728D | *Employer Brand*Talent Management*Future of Work*Onboarding New Hires | |
| 2/23/2026 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's The How's and Why's of Data Analytics (Webinar) (25WA-721C)25WA-721C | *Understanding the four types of data analytics*Differentiating between correlation and causation*How to generate data analytics in Excel and other applications already in use*The role of Artificial Intelligence in data analytics | |
| 1/29/2026 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Navigating IRS Collections: Understanding Form 433 and Offers in Compromise (Webinar) (25WA-433B)25WA-433B | *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*Paym | |
| 12/29/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Before You Let Them Go: A Whole Brain Approach to Helping Team Members with ADHD Thrive in Your Organization (Webinar) (25WA-461A)25WA-461A | *Creative Thinking*Productivity*Neurodiversity*Inclusion*Employee Retention | |
| 12/11/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Tax Practice Standards (Webinar) (25WA-794A)25WA-794A | *Treasury Circular 230*AICPA Statements on Standards for Tax Services (SSTS)*Internal Revenue Code (IRC)*Common law | |
| 12/17/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| K2's Six Essential Teams Features (Webinar) (25WA-845A)25WA-845A | *Create a filing system that does not include endless sub-folders*Manage staff delegation and follow-ups with ease*Define what Lists need to be available to your Team*Discover how to create automatic Flows that can notify others of update*Utilize survey F | |
| 12/18/2025 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's The How's and Why's of Data Analytics (Webinar) (25WA-913D)25WA-913D | *Understanding the four types of data analytics*Differentiating between correlation and causation*How to generate data analytics in Excel and other applications already in use*The role of Artificial Intelligence in data analytics | |
| 2/26/2026 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Critical Thinking Skills: Prevent Mistakes Now (Webinar) (25WA-492A)25WA-492A | *Critical Thinking*Communication | |
| 12/11/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Navigating IRS Authorizations: Understanding Power of Attorney, Form 2848 and Form 8821 (Webinar) (25WA-622D)25WA-622D | *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*Paym | |
| 2/19/2026 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Federal Tax Update: C and S Corporations, Partnerships and LLCs (Forms 1120, 1120S and 1065) (Webinar) (25WA-979D)25WA-979D | *Discuss the most recent business income tax legislation passed to date*Review numerous business income tax provisions including but not limited to the 20% qualified business income (QBI) deduction; changes to NOLs, Section 461(l) business loss limitation | |
| 2/27/2026 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Federal Tax Update for Business with Doug Van Der Aa (Webinar) (25WA-894A)25WA-894A | *Tax-mageddon - the all-important impending expiration/extension/renewal of the TCJA*Other recent legislative, judicial, and IRS developments impacting business taxpayers*Current status of Research and Experimentation costs and Interest Expense Limitation | |
| 12/18/2025 | 5 - 9 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's Technology For CPAs: Don't Get Left Behind (Webinar) (25WA-261A)25WA-261A | *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 | |
| 12/8/2025 | 11 a.m. - 6:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Not-for-Profit Accounting and Financial Reporting Explained (Webinar) (25WA-162D)25WA-162D | *Discussion of financial reporting risks increased by the current economic environment, including increased uncertainty related to critical financial statement amounts and significant disclosures*Executive summary of recent Accounting Standards Updates*Ov | |
| 2/9/2026 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's Advanced Topics In Power BI (Webinar) (25WA-9701)25WA-9701 | *Creating formulas in Power BI with Data Analysis Expressions*Adding Key Performance Indicators to your Power BI reports and dashboards*Managing security in Power BI*Publishing your reports and dashboards to Apps and Content Packs for easy sharing with ot | |
| 11/24/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accounting for the Gig Economy (Webinar) (25WA-072A)25WA-072A | *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 cl | |
| 12/3/2025 | 12 - 1:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Introduction to Forensic Accounting (Webinar) (25WA-064A)25WA-064A | *Forensic Accounting*Accounting*Auditing*Finance | |
| 12/3/2025 | 2 - 3:40 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| How to Choose the Right Business Entity for Your Client (Webinar) (25WA-612A)25WA-612A | *Recent tax legislation and developments related to choice of entity - such as 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 | |
| 12/13/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Achieving Balance in Work and Life: Part 1 (Webinar) (25WA-841A)25WA-841A | *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 | |
| 12/18/2025 | 1:30 - 5:05 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Eight Biggest Threats to Your Business and Introducing Three Pillars of Cybersecurity (Webinar) (25WA-720D)25WA-720D | *Technology*Cybersecurity | |
| 2/23/2026 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Building Personal Leadership Skills (Webinar) (25WA-450A)25WA-450A | *Leadership*Personality Types*Communication*Uses of AI in the work place | |
| 12/10/2025 | 2 - 6 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Mastering the Three Pillars of Cybersecurity: Exploring the Technology Pillar (Webinar) (25WA-245D)25WA-245D | *Technology*Cybersecurity | |
| 2/11/2026 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| LLCs and S Corps: A Comparative Analysis (Webinar) (25WA-029A)25WA-029A | *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. Pr | |
| 12/2/2025 | 8 a.m. - 12:25 p.m. | Online | 4.5 CPE (4.5 tech, 0 non-tech) | |
| Practical Excel Topics for Today's Accountant (Webinar) (25WA-694C)25WA-694C | *Data validation*Underutilized, but powerful, formulas*Formulas for manipulating, transforming, and cleansing data*Formulas for data analysis*Reference formulas such as =VLOOKUP*Pivot tables*Solver as a tool for performing multivariate analysis*Mail merge | |
| 1/28/2026 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Client Ethical Challenges: The CPA's Guide (Webinar) (25WA-455C)25WA-455C | *How the CPA can meet the challenges presented by a new client*AICPA Code of Professional Conduct*AICPA Statements on Standards for Tax Services*IRS Circular 230*Case study illustration of how to bring the new client into ethical, proper financial and tax | |
| 1/22/2026 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Real Estate Professionals: Passive Activity Rules (Webinar) (25WA-378A)25WA-378A | *Definition, pros and cons of being a real estate professional*Integration of the real estate professional rules with reporting on Form 1040, Schedule E*Real estate professionals and indirectly owned (partnerships, S corporations) entity's reporting on Fo | |
| 12/9/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
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