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AI Audit Essentials: Tools and Techniques

  • CPA (US)
  • CIA
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  • CPA/CITP
  • DE LPA
  • IAP
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  • QIAL
  • IA LPA
  • CCS
  • ME LPA

Schedule C: Income, Expenses, and Tax Updates

  • CPA (US)
  • EA
  • AFSP
  • CRTP
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  • CFA
  • ORTP
  • ChFC
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  • TEP
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  • LTC
  • RICP
  • CFIRS
  • CLU
  • FSCP
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  • CASL
  • IA LPA
  • CAP
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  • CIPM
  • ChSNC

Trump Accounts, Cost Segregation & 1099 Updates – What’s Changing in June?

  • CPA (US)
  • EA
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  • CRTP
  • CPA/PFS
  • ORTP
  • ChFC
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  • DE LPA
  • LTC
  • RICP
  • CLU
  • FSCP
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  • IA LPA
  • CAP
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  • ChSNC

IRS Refund Recovery: Advanced Strategies Beyond the Basics

  • CPA (US)
  • EA
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Cryptocurrency and Digital Assets: Tax and Characteristics for HNW Clients

  • CPA (US)
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  • RICP
  • CLU
  • FSCP
  • WMCP
  • CASL
  • IA LPA
  • CAP
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  • ChSNC

Section 351 ETF Conversions: Diversifying Appreciated Securities

  • CPA (US)
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  • CFA
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  • DE LPA
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  • CIPM
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Cash Balance Plans: Unlocking Tax Savings and Retirement Benefits

  • CPA (US)
  • EA
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  • ChFC
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  • (k)RS
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Employee Onboarding as Retention: The First 90 Days

  • CPA (US)
  • SHRM - CP
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  • HRCI - aPHR
  • DE LPA
  • PHRca
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  • GPHR
  • IA LPA
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Leadership Ethics in the Remote & Hybrid Era

  • CPA (US)
  • SHRM - CP
  • PHR
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  • SHRM - SCP
  • HRCI - aPHR
  • DE LPA
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  • IA LPA
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  • CLF
1 Credit

Joe Oringel

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

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

Risk Management in Financial Planning: OBBBA & Regulatory Updates

  • CPA (US)
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  • CPA/PFS
  • CFA
  • CDFA
  • ChFC
  • DE LPA
  • TEP
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  • CLU
  • FSCP
  • WMCP
  • CASL
  • IA LPA
  • RMA
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  • ME LPA
  • CIPM
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Child and Dependent Care Credit with Form 2441 Guidance

  • CPA (US)
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  • ChSNC

OBBBA Child Tax Credit and Earned Income Credit

  • CPA (US)
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Fraudsters Unmasked: Spotting Fraud Red Flags

  • CPA (US)
  • CIA
  • CFE
  • CRMA
  • CPA/CFF
  • DE LPA
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Tax Reporting for Executive Compensation

Jul 02, 09:00 AM EDT

  • CPA (US)
  • EA
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Business Valuations: Developing Economic Outlooks

Jul 02, 09:00 AM EDT

  • CPA (US)
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Partnership Audit Rules Under the Bipartisan Budget Act

Jul 02, 09:30 AM EDT

  • CPA (US)
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System and Organization Controls 2 (SOC 2): Structure, Usage, and Review

Jul 02, 09:30 AM EDT

  • CPA (US)
  • CIA
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ChatGPT Agent for CFOs and Controllers

Jul 02, 10:00 AM EDT

  • CPA (US)
  • CFE
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  • CET
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Automating Financial Reporting in EXCEL (Part 1)

Jul 02, 10:00 AM EDT

  • CPA (US)
  • CFE
  • CGMA
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  • DE LPA
  • FPAC
  • IA LPA
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Federal Tax Planning Strategies Under OBBBA for 2026 and Beyond

Jul 02, 10:00 AM EDT

  • CPA (US)
  • EA
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  • IA LPA
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New Lease Standard: Post-Adoption Lessons and Issues

Jul 02, 10:00 AM EDT

  • CPA (US)
  • CFE
  • CMA
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  • ME LPA
  • CIPM

Worker Classification Rules for Independent Contractors and Employees

Jul 02, 10:00 AM EDT

  • CPA (US)
  • SHRM - CP
  • PHR
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Roth IRA Conversions and the Impact of 2026 Tax Reform

Jul 02, 11:00 AM EDT

  • CPA (US)
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Government A&A Update: Travel & Entertainment Fraud

Jul 02, 11:00 AM EDT

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

Daryl Hable

Helping Seniors Navigate Life Settlement Choices

Jul 02, 11:30 AM EDT

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

Accounting Trends for 2026

Jul 02, 11:30 AM EDT

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

ASC 842 & IFRS 16 Audit Readiness for Public Companies

Jul 02, 11:30 AM EDT

  • CPA (US)
  • CIA
  • CFE
  • CMA
  • CGMA
  • CPA/CFF
  • CFA
  • CGFM
  • DE LPA
  • IAP
  • FPAC
  • QIAL
  • CBA/MCBA
  • IA LPA
  • ME LPA
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GenAI’s impact on Jobs, Tasks, Skills, and Workforce Transformation

Jul 02, 12:00 PM EDT

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

Partnership & LLC - (Form 1065) - Formation to Liquidation

Jul 03, 09:00 AM EDT

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

Agile Audit Execution with Scrum Framework

Jul 03, 09:30 AM EDT

  • CPA (US)
  • CIA
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System and Organization Controls 3 (SOC 3): Purpose, Use Cases, and Practical Limits

Jul 03, 09:30 AM EDT

  • CPA (US)
  • CIA
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  • CCS
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AI Lessons Learned: Practical Strategies for Accountants

Jul 03, 09:30 AM EDT

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

Corporate Tax Planning for Formations, Compliance & IRS Rules

Jul 03, 10:00 AM EDT

  • CPA (US)
  • EA
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  • Maryland Tax Preparer
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Using Form 706 And 709 And Technology Tools For Estate Planning

Jul 03, 10:00 AM EDT

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

Securing AI Systems with Model and Data Protection Strategies

Jul 03, 10:00 AM EDT

  • CPA (US)
  • CIA
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  • CISA
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  • CGFM
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  • DE LPA
  • CISM
  • CRISC
  • FPAC
  • IA LPA
  • CSX-P
  • CET
  • ME LPA

Automating Financial Reporting in EXCEL (Part 2)

Jul 03, 10:00 AM EDT

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

Private Annuities and Advanced Income Planning Techniques

Jul 03, 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

One, Big, Beautiful Bill (OBBB) - New Depreciation Rules and Published IRS Guidance

Jul 03, 10:00 AM EDT

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

Payroll Data Metrics to Enhance Payroll Process Efficiency

Jul 03, 10:00 AM EDT

  • CPA (US)
  • SHRM - CP
  • PHR
  • SPHR
  • SHRM - SCP
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  • DE LPA
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Beyond the Basics of SSARS and Nonattest Services

Jul 03, 10:00 AM EDT

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

Form 1041 & Trust Income Tax Planning Essentials

Jul 03, 11:00 AM EDT

  • CPA (US)
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Government Accounting Update 2026: Key Changes Ahead

Jul 03, 11:00 AM EDT

  • CPA (US)
  • CGFM
  • CGAP
  • DE LPA
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  • IA LPA
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Crypto Frauds: An Update for 2026

Jul 03, 11:00 AM EDT

  • CPA (US)
  • CIA
  • CFE
  • CMA
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  • CRMA
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