CPE & Event Catalog
Financial Reporting Fundamentals WEBCAST
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Your Desk
8.0 Credits
Financial statements, disclosures and presentations. Review of two Annual Financial Reports: IFRS and U.S. GAAP.
2027 Washington Ethics and New Developments with Mark Hugh WEBCAST
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Your Desk
4.0 Credits
The AICPA Code of Professional Conduct. Washington ethics rules and recent changes. New developments and best practices for CPAs in public accounting and industry. Case studies and Washington administration and enforcement.
WSCPA Town Hall - May WEBCAST
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Your Desk
1.0 Credits
Issues shaping the accounting profession and the communities CPAs serve.
Artificial Intelligence for Accounting and Finance WEBCAST
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Your Desk
2.0 Credits
Frameworks for incident response. Case studies of notable AI-powered cybersecurity incidents. Practical tips for financial professionals to manage crises. Post-incident analysis and lessons learned. Building organizational resilience through continuous improvement.
CORE Series: Small Firm Strategy: What Works, What Doesn’t, and What to do Differently WEBINAR
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Your Desk
1.0 Credits
Managing growth and capacity. Refining service offerings. Navigating risk.
Fraud Case Studies: Schemes and Controls WEBCAST
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Your Desk
4.0 Credits
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.
Introduction to Preparation Engagements WEBCAST
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Your Desk
2.0 Credits
Purpose and scope of preparation engagements under SSARS, how preparation engagements differ from compilations, reviews, and bookkeeping. Required elements of the engagement letter. Management’s responsibilities vs. the accountant’s responsibilities. Preparing financial statements in accordance with the chosen reporting framework. Required labeling of each page of the financial statements. When notes may be omitted and how to disclose this. Situations that fall outside a preparation engagement. Documentation requirements for basic compliance.
The Needed Focus on Cyber-Security WEBCAST
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Your Desk
2.0 Credits
Understanding cyber. Policies, procedures, and control measures to secure and enhance cyber operations.
Trump Accounts Created by OBBBA: A Comprehensive Guide for Accounting and Finance Professionals WEBCAST
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Your Desk
2.0 Credits
Establishing and administering a Trump Account. Who can make contributions to a Trump Account. Limits on contributions to a Trump Account. Employer contributions to a Trump Account. Participation in the pilot program that a Trump Account can invest in. Basis tracking for after-tax contributions. Taxation of distributions from a Trump Account. Rolling a Trump Account into another account. The potential advantages and disadvantages of having a Trump Account. Opting out of a Trump Account. Issues impacting a Trump Account, such as distribution, when the beneficiary turns 18.
Mastering the Offer in Compromise: Strategies for Preparation and Negotiation WEBCAST
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Your Desk
2.0 Credits
Introduction to the OIC program, Types of OICs. Eligibility criteria. Financial analysis. Offer amount calculation. Preparing Forms 656 and 433-A(OIC)/433-B(OIC). Supporting documentation and strategy. OIC submission and IRS review process. Appeals and negotiation techniques. Best practices and common pitfalls. Real-world scenarios and case studies.
Surgent's Federal Tax Update WEBCAST
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Your Desk
4.0 Credits
Comprehensive coverage of individual provisions of the One Big Beautiful Bill Act. Comprehensive coverage of business provisions of the One Big Beautiful Bill Act. Qualified Small Business Stock Exclusion. The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges and employer reporting responsibilities. Timely coverage of breaking tax legislation. Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas.
Introduction to Review Engagements WEBCAST
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Your Desk
2.0 Credits
Purpose and scope of review engagements under SSARS, AR-C Section 90. Basic performance requirements, including inquiries and analytical procedures. Establishing an understanding with the client. Fundamental documentation requirements. Management’s responsibilities vs. the accountant’s responsibilities. Overview of the management representation letter. Introduction to going-concern considerations. Key elements of the review report.
2027 Washington Ethics and New Developments with Mark Hugh WEBCAST
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Your Desk
4.0 Credits
The AICPA Code of Professional Conduct. Washington ethics rules and recent changes. New developments and best practices for CPAs in public accounting and industry. Case studies and Washington administration and enforcement.
Management's Discussion & Analysis - What You Need to Know FLEXCAST
Available Until
Your Desk
3.0 Credits
Full fiscal year requirements. Liquidity and capital resources. How to improve MD&A. Comment letter analysis on MD&A.
10 Key Rules for Mastering the SEPP/72(t) Exception to the 10% Early Distribution Penalty for IRAs and Employer Plans ON DEMA
Available Until
Your Desk
1.0 Credits
Key factors for determining if an individual is a good candidate for a 72(t)payment program. Strategies for calculating 72(t) payment amounts. How to avoid transactions that could result in a modification. The exception that allows switching of the 72(t) calculation method. The exception that allows a 72(t)-payment program to be discontinued.
101 Financial Solutions: Diagnosis and Remedy ON DEMAND
Available Until
Your Desk
10.0 Credits
Pricing. Sales and advertising. Inventory. Production shortfalls. Profit targets. Unrealistic break-even point. Excessive cost-to-production volume. Weak sales mix. Potential loss of a contract. Risk-return unbalance. Risk in the industry, and more.
179D EECBD Overview ON DEMAND
Available Until
Your Desk
1.0 Credits
Section 179D.
2024 Focus on Fraud ON DEMAND
Available Until
Your Desk
1.0 Credits
Fraud.
2024 World's Liveliest Auditing Update ON DEMAND
Available Until
Your Desk
3.0 Credits
Current audit requirements.
45L Energy Efficient Home Tax Credit ON DEMAND
Available Until
Your Desk
1.0 Credits
The 45L Energy Efficient Home Tax Credit.