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Joe Oringel

AI for Accounting & Finance: What’s New in April 2026

  • CPA (US)
  • CMA
  • CGMA
  • CGFM
  • CPA/CITP
  • DE LPA
  • CTP
  • FPAC
  • IA LPA
  • ME LPA

Cross-Border Cash Flow and U.S. Tax Reporting Essentials

  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • ORTP
  • Maryland Tax Preparer
  • DE LPA
  • LTC
  • IA LPA
  • ME LPA

2026: Key External Auditing Updates You Can't Miss

  • CPA (US)
  • CIA
  • CRMA
  • DE LPA
  • IAP
  • CICA
  • QIAL
  • IA LPA
  • CCS
  • ME LPA

Form 5471 Compliance: CFC, PTEP Reporting and New Schedule Framework

  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • ORTP
  • Maryland Tax Preparer
  • DE LPA
  • LTC
  • IA LPA
  • ME LPA

Cartels to Commerce: Drug Money in the U.S. Financial System

  • CPA (US)
  • CFE
  • CPA/CFF
  • DE LPA
  • MAFF
  • IA LPA
  • ME LPA
  • ACAMS

Essential Job Functions According to the Americans with Disabilities Act (ADA)

  • CPA (US)
  • SHRM - CP
  • PHR
  • CPP
  • SPHR
  • SHRM - SCP
  • FPC
  • HRCI - aPHR
  • DE LPA
  • PHRca
  • SPHRi
  • HRCI - aPHRi
  • PHRi
  • GPHR
  • IA LPA
  • ME LPA

Section 174 Compliance for Foreign R&D Costs

  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • ORTP
  • Maryland Tax Preparer
  • DE LPA
  • LTC
  • IA LPA
  • ME LPA

Money Laundering Awareness for Professionals

  • CPA (US)
  • CIA
  • CFE
  • CRMA
  • CPA/CFF
  • DE LPA
  • IAP
  • CICA
  • MAFF
  • QIAL
  • IA LPA
  • CCS
  • ME LPA
  • ACAMS

Governmental Accounting: Fundamentals and Reporting

  • CPA (US)
  • CGAP
  • DE LPA
  • CICA
  • QIAL
  • IA LPA
  • CCS
  • ME LPA

California’s Workplace Mandates: Are You Ready?

  • CPA (US)
  • SHRM - CP
  • PHR
  • SPHR
  • SHRM - SCP
  • HRCI - aPHR
  • DE LPA
  • PHRca
  • SPHRi
  • HRCI - aPHRi
  • PHRi
  • GPHR
  • IA LPA
  • ME LPA

California Compliance in Action: Master Meal & Rest Periods Now!

  • CPA (US)
  • SHRM - CP
  • PHR
  • SPHR
  • SHRM - SCP
  • HRCI - aPHR
  • DE LPA
  • PHRca
  • SPHRi
  • HRCI - aPHRi
  • PHRi
  • GPHR
  • IA LPA
  • ME LPA

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Payroll and Employment Taxes – Common Pitfalls

May 27, 09:00 AM EDT

  • CPA (US)
  • EA
  • AFSP
  • SHRM - CP
  • CRTP
  • PHR
  • SPHR
  • SHRM - SCP
  • HRCI - aPHR
  • ORTP
  • Maryland Tax Preparer
  • DE LPA
  • PHRca
  • SPHRi
  • HRCI - aPHRi
  • PHRi
  • GPHR
  • LTC
  • IA LPA
  • ME LPA

Managing RMDs for Inherited Retirement Accounts

May 27, 09:00 AM EDT

  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • CPA/PFS
  • CFA
  • ORTP
  • ChFC
  • Maryland Tax Preparer
  • DE LPA
  • TEP
  • CWS
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  • RICP
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  • CPFA/QPFC
  • FSCP
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  • IA LPA
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  • CIPM
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1 Credit

RJ Muto

SBA Loans vs. Traditional Financing: What's Best for Your Business?

May 27, 09:30 AM EDT

  • CPA (US)
  • CMA
  • CPA/ABV
  • CVA
  • DE LPA
  • CTP
  • FPAC
  • CBA/MCBA
  • IA LPA
  • ME LPA

Toxic Workplaces: Legal Strategies for Prevention and Response

May 27, 10:00 AM EDT

  • CPA (US)
  • SHRM - CP
  • PHR
  • SPHR
  • SHRM - SCP
  • HRCI - aPHR
  • DE LPA
  • PHRca
  • SPHRi
  • HRCI - aPHRi
  • PHRi
  • GPHR
  • IA LPA
  • ME LPA

AI in Financial Analysis & Auditing

May 27, 10:00 AM EDT

  • CPA (US)
  • CIA
  • CFE
  • CMA
  • CGMA
  • CRMA
  • CPA/CFF
  • CGFM
  • CPA/CITP
  • CGAP
  • DE LPA
  • IAP
  • CICA
  • MAFF
  • QIAL
  • IA LPA
  • CCS
  • ME LPA

2026 A&A Update: Nonprofit & Single Audit Deep Dive

May 27, 10:00 AM EDT

  • CPA (US)
  • CIA
  • CRMA
  • CGFM
  • CGAP
  • DE LPA
  • IAP
  • CICA
  • QIAL
  • IA LPA
  • CCS
  • ME LPA

ChatGPT Vision for Financial Analysis

May 27, 10:00 AM EDT

  • CPA (US)
  • CMA
  • CGMA
  • CPA/CITP
  • DE LPA
  • IA LPA
  • ME LPA

Excel Accountant: Payroll Analysis

May 27, 10:00 AM EDT

  • CPA (US)
  • SHRM - CP
  • PHR
  • SPHR
  • SHRM - SCP
  • HRCI - aPHR
  • DE LPA
  • PHRca
  • SPHRi
  • HRCI - aPHRi
  • PHRi
  • GPHR
  • IA LPA
  • ME LPA

Fraud and Forensic Update: AI Tools and Strategies

May 27, 10:00 AM EDT

  • CPA (US)
  • CIA
  • CFE
  • CMA
  • CGMA
  • CRMA
  • CPA/CFF
  • CGFM
  • CGAP
  • DE LPA
  • IAP
  • CICA
  • MAFF
  • QIAL
  • IA LPA
  • CCS
  • ME LPA

IRS Streamlined Procedures & The Non-Willful Certification

May 27, 10:00 AM EDT

  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • ORTP
  • Maryland Tax Preparer
  • DE LPA
  • LTC
  • IA LPA
  • ME LPA

Partnership Preparation, Basis Calculations & Distributions–Form 1065 Schedule K & K-1 Analysis

May 27, 10:00 AM EDT

  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • ORTP
  • Maryland Tax Preparer
  • DE LPA
  • LTC
  • IA LPA
  • ME LPA

OBBBA Guide to Maintaining Nonprofit Tax Exemption

May 27, 11:00 AM EDT

  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • ORTP
  • Maryland Tax Preparer
  • DE LPA
  • LTC
  • IA LPA
  • ME LPA
1 Credit

Shane Lukas

Engaging Your Team in Advisory Conversations

May 27, 11:30 AM EDT

  • CPA (US)
  • DE LPA
  • IA LPA
  • ME LPA

Annuities in Retirement Income and Decumulation Planning

May 27, 11:30 AM EDT

  • CPA (US)
  • CFP (US)
  • CPA/PFS
  • CFA
  • ChFC
  • DE LPA
  • CWS
  • RICP
  • CFIRS
  • CLU
  • FSCP
  • WMCP
  • CASL
  • IA LPA
  • CAP
  • ME LPA
  • CIPM
  • ChSNC

E-Commerce in QuickBooks Online

May 27, 12:00 PM EDT

  • CPA (US)
  • CFE
  • CGFM
  • DE LPA
  • FPAC
  • IA LPA
  • ME LPA

Baby Got Backups: Backing Up QBO

May 28, 09:00 AM EDT

  • CPA (US)
  • CFE
  • CGFM
  • DE LPA
  • FPAC
  • IA LPA
  • ME LPA

Advanced Sales and Use Tax Workshop for OK, KS and NE

May 28, 09:00 AM EDT

  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • ORTP
  • Maryland Tax Preparer
  • DE LPA
  • LTC
  • IA LPA
  • ME LPA

Blockchain for Supply Chains: Transparency and Efficiency

May 28, 09:30 AM EDT

  • CPA (US)
  • CISA
  • CGMA
  • CPA/CITP
  • DE LPA
  • CISM
  • CRISC
  • IA LPA
  • CET
  • ME LPA

SEC & PCAOB Updates: Reporting Requirements and Auditing Standards

May 28, 10:00 AM EDT

  • CPA (US)
  • CIA
  • CFE
  • CMA
  • CRMA
  • CPA/CFF
  • CGFM
  • CGAP
  • DE LPA
  • IAP
  • CICA
  • QIAL
  • IA LPA
  • CCS
  • ME LPA

Excel Accountant: Intro to Spreadsheets Part 1

May 28, 10:00 AM EDT

  • CPA (US)
  • ORTP
  • Maryland Tax Preparer
  • CWS
  • CFIRS

Qualified and Non-Qualified Annuities Tax Rules

May 28, 10:00 AM EDT

  • CPA (US)
  • EA
  • AFSP
  • CFP (US)
  • CRTP
  • CPA/PFS
  • CFA
  • ORTP
  • ChFC
  • Maryland Tax Preparer
  • DE LPA
  • TEP
  • CWS
  • LTC
  • RICP
  • CFIRS
  • CLU
  • CPFA/QPFC
  • FSCP
  • WMCP
  • CASL
  • IA LPA
  • CAP
  • ME LPA
  • CIPM
  • ChSNC

Employee Ownership for Worker Cooperative CPAs and Tax Advisors

May 28, 10:00 AM EDT

  • CPA (US)
  • SHRM - CP
  • PHR
  • SPHR
  • SHRM - SCP
  • HRCI - aPHR
  • DE LPA
  • PHRca
  • SPHRi
  • HRCI - aPHRi
  • PHRi
  • GPHR
  • IA LPA
  • ME LPA

Vendor Risk Management and Internal Controls

May 28, 10:00 AM EDT

  • CPA (US)
  • CIA
  • CFE
  • CMA
  • CRMA
  • CPA/CFF
  • CGFM
  • CGAP
  • DE LPA
  • IAP
  • CICA
  • QIAL
  • IA LPA
  • CCS
  • ME LPA

Tax Reporting and Investment Income for Current & Upcoming Years

May 28, 10:00 AM EDT

  • CPA (US)
  • EA
  • AFSP
  • CFP (US)
  • CRTP
  • CPA/PFS
  • ORTP
  • ChFC
  • Maryland Tax Preparer
  • DE LPA
  • LTC
  • RICP
  • CLU
  • FSCP
  • WMCP
  • CASL
  • IA LPA
  • CAP
  • ME LPA
  • ChSNC

Tax Strategies for High Net Worth & Ultra High Net Worth Individuals

May 28, 10:00 AM EDT

  • CPA (US)
  • EA
  • AFSP
  • CFP (US)
  • CRTP
  • CPA/PFS
  • CFA
  • ORTP
  • ChFC
  • Maryland Tax Preparer
  • DE LPA
  • TEP
  • CWS
  • LTC
  • RICP
  • CFIRS
  • CLU
  • CPFA/QPFC
  • FSCP
  • WMCP
  • CASL
  • IA LPA
  • CAP
  • ME LPA
  • CIPM
  • ChSNC

Child Support Compliance: Law, Rules & Regulations for Handling in the Payroll Department

May 28, 10:00 AM EDT

  • CPA (US)
  • SHRM - CP
  • PHR
  • SPHR
  • SHRM - SCP
  • HRCI - aPHR
  • DE LPA
  • PHRca
  • SPHRi
  • HRCI - aPHRi
  • PHRi
  • GPHR
  • IA LPA
  • ME LPA

Yellow Book Update: Fraud and Internal Controls

May 28, 11:00 AM EDT

  • CPA (US)
  • CGFM
  • CGAP
  • DE LPA
  • IAP
  • Yellow Book
  • CICA
  • QIAL
  • IA LPA
  • CCS
  • ME LPA

S Corporation - (Form 1120S) - Formation to Liquidation

May 28, 11:00 AM EDT

  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • ORTP
  • Maryland Tax Preparer
  • DE LPA
  • LTC
  • IA LPA
  • ME LPA

AI in Tax & Audit: Efficiency Meets Compliance

May 28, 11:30 AM EDT

  • CPA (US)
  • CIA
  • CFE
  • CMA
  • CISA
  • CGMA
  • CGFM
  • CPA/CITP
  • DE LPA
  • CRISC
  • FPAC
  • IA LPA
  • ME LPA

TFRP Assessments and Limiting Shareholder Liability

May 28, 11:30 AM EDT

  • CPA (US)
  • EA
  • AFSP
  • SHRM - CP
  • CRTP
  • PHR
  • SPHR
  • SHRM - SCP
  • HRCI - aPHR
  • ORTP
  • Maryland Tax Preparer
  • DE LPA
  • PHRca
  • SPHRi
  • HRCI - aPHRi
  • PHRi
  • GPHR
  • LTC
  • IA LPA
  • ME LPA

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We cover 100+ professional qualifications including CPA (US), EA, AFSP, CIA, CMA, CPA in Canada, CFP, CFE, SHRM, HRCI, CRTP, CPP, and more.

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