Self-Study CPE
SOC 2 AUDITS: TOP 10 CONTROL FAILURES AND HOW TO AVOID THEM
TAX CUTS AND JOBS ACT: HOW SUNSETTING PROVISIONS AFFECT THE TAX LANDSCAPE
THOUGHT LEADERSHIP: HOW TO POSITION YOURSELF FOR SUCCESS
Archived Webinars
UPDATE ON BENEFICIAL OWNERSHIP INTEREST REPORTING
Recorded Date
November 26, 2024
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
Attorney, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Small Business Owner
WITHHOLDING ON PAYMENTS TO FOREIGN PERSONS
Recorded Date
September 30, 2024
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent
INTERNATIONAL TAX PRIMER
Recorded Date
September 9, 2024
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent
CLEAN ENERGY CREDIT TACTICS: TRANSACTIONS, TAX IMPLICATIONS, AND MORE
Recorded Date
July 31, 2024
Cost
$15.00
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
Attorney, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent
NAVIGATING SOC 2 COMPLIANCE: PURPOSE, PROCESS, TIMELINE, AND COMMON PITFALLS
Recorded Date
June 17, 2024
Cost
Free
Presentation Length
1.5 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Auditing
Course Level
Basic
Who Should Attend
CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm
DEMYSTIFYING SOC 1 REPORTING: PROCESS, TIMELINE, AND COMMON PITFALLS
Recorded Date
June 10, 2024
Cost
Free
Presentation Length
1.5 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Auditing
Course Level
Basic
Who Should Attend
CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm
INTRODUCTION TO SOC REPORTING: TYPES, BENEFITS, AND USE CASES
Recorded Date
June 3, 2024
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Auditing
Course Level
Basic
Who Should Attend
CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm
DEFENDING CASH-INTENSIVE BUSINESSES FACING IRS SCRUTINY
Recorded Date
January 19, 2024
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
Attorney, Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm
2023 FEDERAL TAX UPDATE: A COMPREHENSIVE REVIEW FOR 2024
Recorded Date
December 30, 2023
Cost
$15.00
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
Attorney, Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, Enrolled Agent
NAVIGATING FAMILY OFFICE COMPLEXITY: SOLUTIONS FOR TOMORROW'S WEALTH MANAGEMENT
Recorded Date
December 11, 2023
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Business Management and Organization
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm
THE BUSINESS CASE FOR ISO 27001
Recorded Date
November 9, 2023
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Business Management and Organization
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Nonprofit Professional, Small Business Owner
ISO 27001 AND MANAGEMENT SYSTEMS: BEYOND INFORMATION SECURITY CONTROLS
Recorded Date
October 27, 2023
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Information Technology
Course Level
Basic
Who Should Attend
CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Nonprofit Professional, Small Business Owner
INTRODUCTION TO ISO 27001 CERTIFICATION
Recorded Date
October 20, 2023
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Information Technology
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent
SECTION 174 RESEARCH & EXPERIMENTAL EXPENDITURES CAPITALIZATION: PART 2
Recorded Date
May 9, 2023
Cost
$15.00
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent
SECTION 174 RESEARCH & EXPERIMENTAL EXPENDITURES CAPITALIZATION: PART 1
Recorded Date
May 3, 2023
Cost
$15.00
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent
SOC REPORTING: WHAT ARE THEY AND WHY ARE THEY IMPORTANT?
Recorded Date
April 28, 2023
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Information Technology
Course Level
Basic
Who Should Attend
CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Small Business Owner
IRS AUDITS OF THE EMPLOYEE RETENTION CREDIT
Recorded Date
April 28, 2023
Cost
$15.00
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent
SILICON VALLEY BANK: TAKEAWAYS TO APPLY TO YOUR CLIENT'S FINANCIAL STATEMENTS
Recorded Date
April 26, 2023
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Auditing
Course Level
Intermediate
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm
HOW TO AVOID THE MOST COSTLY TAX RETURN PREPARATION MISTAKES
Recorded Date
January 20, 2023
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other
INTERNATIONAL TAX AND TRANSFER PRICING IN THE METAVERSE
Recorded Date
November 8, 2022
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent
INTRODUCTION TO INBOUND INTERNATIONAL TAX
Recorded Date
August 24, 2022
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other
RESEARCH & DEVELOPMENT (R&D) TAX CREDITS: AN OVERVIEW ON HUGE CASH SAVINGS
Recorded Date
July 26, 2022
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other
INTRODUCTION TO FOREIGN TAX CREDIT
Recorded Date
June 8, 2022
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Small Business Owner
APPLYING THE INFORMATION IN FORMS 10-K TO YOUR CLIENTS' FINANCIAL STATEMENTS
Recorded Date
June 1, 2022
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Accounting
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
FEDERAL AND STATE TAX IMPLICATIONS OF PTET: UNPACKING STATE DIFFERENCES
Recorded Date
May 25, 2022
Cost
$15.00
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Intermediate
Who Should Attend
Attorney, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Other
PEELING AWAY THE LAYERS OF A FINANCIAL STATEMENT TO PROVIDE ESSENTIAL ADVICE
Recorded Date
May 24, 2022
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Accounting
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
FINANCIAL STATEMENT MYTHS
Recorded Date
May 18, 2022
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Accounting
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
ESSENTIAL AUDITING FOR INDIVIDUAL GROWTH
Recorded Date
May 12, 2022
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Auditing
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
SCHEDULES K-2 & K-3: WHAT YOU NEED TO KNOW TO PREPARE
Recorded Date
March 14, 2022
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other
REVIEWING INDIVIDUAL TAX RETURNS
Recorded Date
December 14, 2021
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, Other
MANAGING AND CONTROLLING A CALM TAX SEASON
Recorded Date
December 9, 2021
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Business Management and Organization
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
ASSISTING CLIENTS WITH M&A TRANSACTIONS
Recorded Date
December 8, 2021
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Finance
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
PANDEMIC FUELED PROSECUTIONS: WHITE-COLLAR CRIMINALS & REGULATORY ENFORCEMENT
Recorded Date
December 3, 2021
Cost
$22.50
Presentation Length
1.5 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm
DOWN-AND-DIRTY BUSINESS VALUATIONS FOR CLIENT DISCUSSIONS OR GUIDANCE
Recorded Date
November 18, 2021
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Finance
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
TAX REFORM BILL – HOW WILL IT IMPACT YOU?
Recorded Date
November 15, 2021
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
SOC REPORTING: WHAT IS IT, AND WHO CAN BENEFIT?
Recorded Date
July 22, 2021
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Information Technology
Course Level
Overview
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
PRICING, BILLING, AND COLLECTING ACCOUNTING FEES
Recorded Date
June 22, 2021
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Business Management and Organization
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
ADVISING CLIENTS ON THE 60 STEPS OF BUYING A BUSINESS
Recorded Date
June 11, 2021
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Business Law
Course Level
Advanced
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
ADVISING CLIENTS ON THE 48 STEPS OF SELLING THEIR BUSINESS
Recorded Date
June 10, 2021
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Business Law
Course Level
Advanced
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
INTRODUCTION TO BUSINESS VALUATIONS
Recorded Date
June 1, 2021
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Finance
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
30 WAYS A CLIENT CAN TRANSFER OWNERSHIP TO A SUCCESSOR
Recorded Date
May 20, 2021
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
REAL ESTATE TAX: TREATMENT OF DEPRECIATION, REPAIRS, AND MAINTENANCE
Recorded Date
April 22, 2021
Cost
Free
Presentation Length
1.5 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other, Real Estate Professional
UNPACKING THE LATEST STIMULUS PACKAGE
Recorded Date
March 29, 2021
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
CORONAVIRUS-RELATED RETIREMENT ACCOUNT DISTRIBUTIONS: TAX IMPLICATIONS
Recorded Date
March 22, 2021
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other
EVERYTHING YOU NEED TO KNOW ABOUT THE EMPLOYEE RETENTION CREDIT IN 2021
Recorded Date
February 12, 2021
Cost
$22.50
Presentation Length
1.5 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other
THE R&D TAX CREDIT: AN UNDERUTILIZED TAX ADVANTAGE
Recorded Date
January 28, 2021
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other
NEW STIMULUS CHECKS & 2020 TAX RETURNS: ANSWERS TO YOUR CLIENTS' QUESTIONS
Recorded Date
January 26, 2021
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other
HELPING A CLIENT ESTABLISH A CHARITY
Recorded Date
January 14, 2021
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other
HOW TO REVIEW A PROSPECTIVE CLIENT'S RETURN
Recorded Date
December 29, 2020
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other
GLOBAL TAX AND TRANSFER PRICING STRATEGIES
Recorded Date
December 10, 2020
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other
FEDERAL BUSINESS TAXES: FORMS 1065, 1120S, & 1120
Recorded Date
December 9, 2020
Cost
$22.50
Presentation Length
1.5 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Overview
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
REPRESENTING HIGH INCOME TAXPAYERS WHO FAIL TO FILE TAX RETURNS
Recorded Date
December 2, 2020
Cost
$15.00
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other
WHAT AN ACCOUNTANT OR LAWYER SHOULD KNOW ABOUT SERVING AS A TRUSTEE
Recorded Date
November 27, 2020
Cost
$15.00
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Basic
Who Should Attend
Attorney, CPA - small firm, CPA - medium firm, CPA - large firm, Other
TO BOT OR NOT TO BOT: THERE SHOULD BE NO QUESTION
Recorded Date
November 16, 2020
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Accounting
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm, Other, Small Business Owner
TAX IMPACTS OF THE POTENTIAL AFFORDABLE CARE ACT REPEAL
Recorded Date
November 11, 2020
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other
ADVISING CLIENTS ON BUY-SELL AGREEMENTS
Recorded Date
November 10, 2020
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Finance
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
8 WAYS TO VALUE THE SAME CLOSELY HELD BUSINESS
Recorded Date
November 2, 2020
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Finance
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
2020 ELECTION TAX IMPLICATIONS
Recorded Date
October 29, 2020
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
RECENT DEVELOPMENTS IN REAL ESTATE TAXATION
Recorded Date
October 20, 2020
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Real Estate Professional
TAX ISSUES AFFECTING PPP LOANS AND LOAN FORGIVENESS
Recorded Date
September 3, 2020
Cost
$22.50
Presentation Length
1.5 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other
HOW DO THEY ALWAYS HEAR FIRST? LEARN HOW TAX PROS FIND THOSE INSIDER UPDATES
Recorded Date
August 31, 2020
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other
FOREIGN CORPORATIONS: HOW TO COMPLETE FORM 5471
Recorded Date
August 19, 2020
Cost
Free
Presentation Length
1.5 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Intermediate
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other
TAX STRATEGIES FOR CLIENTS WITH COLLECTIBLES
Recorded Date
August 6, 2020
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other
OVERVIEW OF BANKRUPTCY
Recorded Date
July 31, 2020
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
HOW TO START AN ACCOUNTING PRACTICE
Recorded Date
July 24, 2020
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Business Management and Organization
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, Other
HOW TO GET STARTED PERFORMING FORENSIC INVESTIGATIONS
Recorded Date
July 24, 2020
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Business Management and Organization
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
THE FORENSIC ACCOUNTANT: INTEGRAL ROLES IN WHITE COLLAR CRIMINAL DEFENSE
Recorded Date
June 4, 2020
Cost
Free
Presentation Length
1.5 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Accounting
Course Level
Intermediate
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
A DIFFERENT APPROACH TO UNDERSTANDING QBI
Recorded Date
April 27, 2020
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other
TECHNOLOGY ADOPTION: PROFIT MAKING DECISIONS AND COSTLY MISTAKES
Recorded Date
April 21, 2020
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Information Technology
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
WORKING FROM HOME BEST PRACTICES DURING TIMES OF CRISIS: HOW OFFICE 365 CAN HELP
Recorded Date
April 13, 2020
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Computer Software and Applications
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm, Other
ACCESSING AND MAXIMIZING SBA AND STATE ASSISTANCE DURING COVID-19
Recorded Date
April 9, 2020
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Business Law
Course Level
Overview
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other, Small Business Owner
NAVIGATING COVID-19 BUSINESS AND TAX ISSUES
Recorded Date
April 1, 2020
Cost
Free
Presentation Length
1.5 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other
HOW TO WRITE UP AN INVESTMENT ACCOUNT
Recorded Date
March 18, 2020
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Accounting
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
GLOBAL TRANSFER PRICING STRATEGIES: MINIMIZING GLOBAL TAX & MANAGING CASH FLOW
Recorded Date
March 13, 2020
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
SPEAKING TO CLIENTS ABOUT TRANSFER PRICING: IDENTIFYING RISKS & OPPORTUNITIES
Recorded Date
March 5, 2020
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
HOW TO REVIEW A SET OF BOOKS BEFORE PREPARING A TAX RETURN
Recorded Date
March 4, 2020
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Accounting
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
TOP 5 WAYS TO PROACTIVELY PREPARE FOR A TRANSFER PRICING AUDIT
Recorded Date
February 21, 2020
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
FEDERAL TAX HOT TOPICS AND EMERGING ISSUES
Recorded Date
December 17, 2019
Cost
$15.00
Presentation Length
2.0 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Update
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other
WITHUM'S YEAR END SALES TAX TUNE UP
Recorded Date
December 10, 2019
Cost
Free
Presentation Length
2.0 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes (Sales Tax)
Course Level
Update
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm
A&A UPDATE: WHAT'S NEW OTHER THAN REV REC AND LEASES?
Recorded Date
December 10, 2019
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Accounting
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
REVENUE RECOGNITION UPDATE: COUNTDOWN TO THE PRIVATE COMPANY EFFECTIVE DATE
Recorded Date
November 4, 2019
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Accounting
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
NAVIGATING THE INTERSECTION OF CRYPTOCURRENCY AND TAX
Recorded Date
November 1, 2019
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other
HOW TO PREPARE FOR THE IRS'S NEW AUDIT STRATEGIES
Recorded Date
September 26, 2019
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Intermediate
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other
PEER REVIEW READINESS TUNE-UP
Recorded Date
September 12, 2019
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Auditing
Course Level
Intermediate
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
TAX CUTS AND JOBS ACT: GILTI UPDATE
Recorded Date
July 24, 2019
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other
BUILDING AND SCALING YOUR MARKETING TEAM
Recorded Date
June 25, 2019
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Communications & Marketing
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, Other, Small Business Owner
TAX CUTS AND JOB ACTS - INTERNATIONAL TAX PROVISIONS
Recorded Date
June 10, 2019
Cost
Free
Presentation Length
1.5 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other
OPTIMIZING TECHNOLOGY IN THE NOT-FOR-PROFIT INDUSTRY
Recorded Date
April 3, 2019
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Auditing
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm
TOP 8 MUST HAVES FOR YOUR OFFICE 365 INTRANET
Recorded Date
February 14, 2019
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Information Technology
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, Other, Small Business Owner
TAX REFORM INCENTIVES AND PENALTIES: A CLOSER LOOK AT GILTI
Recorded Date
December 18, 2018
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other
GROWING YOUR ACCOUNTING PRACTICE: MOVING TO THE NEW BUSINESS MODEL
Recorded Date
June 21, 2018
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Business Management and Organization
Course Level
Basic
THE CURRENT STATE OF TAX REFORM: SUMMER 2017 UPDATE
Recorded Date
July 21, 2017
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent
THE CURRENT STATE OF TAX REFORM: COMPARING TRUMP'S PLAN TO OTHERS IN THE GOP
Recorded Date
March 6, 2017
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent
2014 TAX FILING CHALLENGES CREATED BY THE AFFORDABLE CARE ACT
Recorded Date
March 24, 2015
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, Other
Bob Bamsey
WithumSmith+Brown, PC
CFO/Controller/Director of Finance/Director of Tax
bbamsey@withum.com
Scott Bartolf, CPA, MBA, CGMA
WithumSmith+Brown, PC
Senior Tax Manager
sbartolf@withum.com
732-842-3113
Jeffrey Clayman, CPA, JD, LLM
WithumSmith+Brown, PC
Senior Manager
jclayman@withum.com
(301) 272-6088
Andrea Fernandez
WithumSmith+Brown, PC
Manager, System and Assurance Advisory Services
afernandez@withum.com
Marina Gentile
WithumSmith+Brown, PC
Partner, Lead, Global Transfer Pricing Strategies
mgentile@withum.com
(212) 829-3244
Jessica Giresi, CPA/ABV, CFE
WithumSmith+Brown, PC
Leader, Forensics, Investigations, and White-Collar Criminal Defense
jgiresi@withum.com
(609) 498-5273
Daniel Mayo, JD, LLM
WithumSmith+Brown, PC
Partner and Lead, National Tax Services
dmayo@withum.com
(973) 532-8847
Kevin McNulty
WithumSmith+Brown, PC
Principal, Market Leader, R&D Tax Services
kmcnulty@withum.com
(212) 829-7636
Lynn Mucenski-Keck
WithumSmith+Brown, PC
National Lead, Federal Tax Policy at Withum
lmucenskikeck@withum.com
(585) 313-0146
Anurag Sharma
WithumSmith+Brown, PC
Partner, System & Organization Controls
asharma@withum.com
(609) 945-7985
