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Monthly AI Update – September 2026

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

Ethics for Government Accountants

  • CPA (US)
  • CGAP
  • DE LPA
  • Yellow Book
  • IA LPA
  • ME LPA

Monthly Fraud & Forensics Update – September 2026

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

Resident & Non-Resident Alien Payroll

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

Section 501(a): Tax-Exempt Status & Private Foundation Rules

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

IRA Contributions: Traditional IRA and Roth IRA

  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • CPA/PFS
  • CFA
  • ORTP
  • ChFC
  • Maryland Tax Preparer
  • DE LPA
  • TEP
  • CWS
  • LTC
  • RICP
  • CFIRS
  • CLU
  • CPFA/QPFC
  • FSCP
  • QKA
  • WMCP
  • APM
  • CASL
  • IA LPA
  • QPA
  • CAP
  • ME LPA
  • (k)RS
  • CIPM
  • TGPC
  • QKC
  • CPC
  • ChSNC
  • CPSP

IRA-Based Retirement Plans: SIMPLE IRA and SEP

  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • CPA/PFS
  • CFA
  • ORTP
  • ChFC
  • Maryland Tax Preparer
  • DE LPA
  • ERPA
  • TEP
  • CWS
  • LTC
  • RICP
  • CFIRS
  • CLU
  • CPFA/QPFC
  • FSCP
  • QKA
  • WMCP
  • APM
  • CASL
  • IA LPA
  • EBPAQC
  • QPA
  • CAP
  • ME LPA
  • (k)RS
  • CIPM
  • TGPC
  • QKC
  • CPC
  • ChSNC
  • CPSP

Form 5500 Annual Update: Filing Rules and Changes

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

Investment Decisions: Due Diligence, Herd Mentality & Bitcoin

  • CPA (US)
  • CMA
  • CGMA
  • CFA
  • DE LPA
  • CTP
  • CWS
  • CFIRS
  • FPAC
  • IA LPA
  • ME LPA
  • CIPM

Investor Dynamics in Capital Structure Decisions

  • CPA (US)
  • CMA
  • CGMA
  • CFA
  • DE LPA
  • CTP
  • FPAC
  • CBA/MCBA
  • FRM
  • IA LPA
  • ME LPA
  • CIPM

Value Chain Analysis and Cost Optimization

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

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Annual Accounting and Financial Reporting Update

Oct 06, 09:00 AM EDT

  • CPA (US)
  • CIA
  • CFE
  • CMA
  • CGMA
  • CVA
  • CPA/CFF
  • CFA
  • CGFM
  • DE LPA
  • CTP
  • FPAC
  • QIAL
  • CBA/MCBA
  • IA LPA
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  • CIPM

Nonprofit Fraud Watch: Insights for 2026

Oct 06, 09:00 AM EDT

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

Estate Planning Strategies for Property Transfer and Family Wealth

Oct 06, 09:30 AM EDT

  • CPA (US)
  • CPA/PFS
  • CFA
  • ChFC
  • DE LPA
  • TEP
  • CWS
  • RICP
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  • CLU
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  • FSCP
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Premium Tax Credit Fundamentals and Planning

Oct 06, 09:30 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

System and Organization Controls 1 (SOC 1): Audit Roles & Report Review

Oct 06, 09:30 AM EDT

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

AI Lessons Learned: Practical Strategies for Accountants

Oct 06, 09:30 AM EDT

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

TCJA 2.0: Strategies for Changing Marginal Tax Rates

Oct 06, 10:00 AM EDT

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

Automating Financial Reporting in EXCEL (Part 2)

Oct 06, 10:00 AM EDT

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

Partnership Tax Essentials and Deep Dive into IRS Strategies

Oct 06, 10:00 AM EDT

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

California Overtime Compliance: Latest Rules

Oct 06, 10:00 AM EDT

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

Collections Case Review

Oct 06, 10:00 AM EDT

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

Estate Planning Valuations: From Basics to Key Assumptions

Oct 06, 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
  • ME LPA
  • CIPM
  • ChSNC

IRS Crackdown on High-Income Taxpayers

Oct 06, 11:00 AM EDT

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

Valuation Wars 2026: Mastering Review and Rebuttal Reports

Oct 06, 11:00 AM EDT

  • CPA (US)
  • CMA
  • CPA/ABV
  • CGMA
  • CVA
  • CPA/CFF
  • DE LPA
  • MAFF
  • CBA/MCBA
  • IA LPA
  • ME LPA

10 Common Charitable Giving Mistakes and How to Avoid Them

Oct 06, 11:30 AM EDT

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

Corporate Tax Planning for Formations, Compliance & IRS Rules

Oct 07, 09:00 AM EDT

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

NotebookLM - The Essential AI Tool for Professionals

Oct 07, 09:00 AM EDT

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

The Latest developments in Preparation, Compilation, and Review Services

Oct 07, 09:00 AM EDT

  • CPA (US)
  • CFE
  • CVA
  • CPA/CFF
  • CFA
  • CGFM
  • DE LPA
  • CTP
  • FPAC
  • CBA/MCBA
  • IA LPA
  • ME LPA
  • CIPM

Vendor Risk Management and Internal Controls

Oct 07, 09:00 AM EDT

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

AI in Accounting Systems: Cybersecurity, Data Integrity and Trust

Oct 07, 09:30 AM EDT

  • CPA (US)
  • CIA
  • CFE
  • CISA
  • CGMA
  • CGFM
  • CPA/CITP
  • DE LPA
  • CISM
  • CRISC
  • CTP
  • CGEIT
  • FPAC
  • CSX-P
  • ITCA
  • IA LPA
  • ME LPA

Future Proof Workforce Skills and Mindsets for Tomorrow's Job

Oct 07, 09:30 AM EDT

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

Automating Financial Reporting in EXCEL (Part 3)

Oct 07, 10:00 AM EDT

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

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

Oct 07, 10:00 AM EDT

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

Payroll Basics: Withholding, Depositing, Reporting of Federal Taxes

Oct 07, 10:00 AM EDT

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

IRS Correspondence - Action and Reaction

Oct 07, 10:00 AM EDT

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

Estate Planning for the 99 Percent of U.S with Estates Under 14M

Oct 07, 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

Hedge Fund Compliance: SEC Rules & Reporting Essentials

Oct 07, 10:00 AM EDT

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

Federal Tax Update – Individual & Business Current Developments

Oct 07, 10:00 AM EDT

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

AI-Powered Client Onboarding Systems

Oct 07, 11:00 AM EDT

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

Blockchain Real World Applications: A Practical Guide

Oct 07, 11:00 AM EDT

  • CPA (US)
  • CGMA
  • DE LPA
  • CTP
  • FPAC
  • IA LPA
  • ME LPA

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