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Taxes
2025 California Tax Update: Summer Release (Self-Study Only)
Karen Brosi, CFP, EA & Sharon Kreider, CPAQAS Self-Study
Credits: 4 $70.00$90.00Original price was: $90.00.$70.00Current price is: $70.00. -
Taxes
S Corporations Advanced Topics: Estate and Succession Planning
Robert W. Jamison, CPA, Ph.D.Webcast
Credits: 4 $196.00$196.00
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Regulatory Ethics
Accountant Ethics for Iowa
Steven M. Bragg, CPAQAS Self-Study
Credits: 4 $116.00$116.00 – $136.00Price range: $116.00 through $136.00
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Finance
CPA Firm Mergers and Acquisitions
Steven M. Bragg, CPAQAS Self-Study
Credits: 3 $87.00$87.00 – $107.00Price range: $87.00 through $107.00
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Computer Software & Applications
Excel Formulas and Functions
Steven M. Bragg, CPAQAS Self-Study
Credits: 2 $58.00$58.00 – $78.00Price range: $58.00 through $78.00
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Regulatory Ethics
Ethics for the Industry Accountant
Francis X. Ryan, CPA, CGMA, MBAWebcast
Credits: 4 $196.00$196.00
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Regulatory Ethics
Accountant Ethics for Minnesota
Steven M. Bragg, CPAQAS Self-Study
Credits: 4 $116.00$116.00 – $136.00Price range: $116.00 through $136.00
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Regulatory Ethics
Accountant Ethics for Illinois
Steven M. Bragg, CPAQAS Self-Study
Credits: 4 $116.00$116.00 – $136.00Price range: $116.00 through $136.00
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Accounting
Accounting for Investments
Steven M. Bragg, CPAQAS Self-Study
Credits: 3 $87.00$87.00 – $107.00Price range: $87.00 through $107.00
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Taxes
2025 Federal Tax Update: Summer Release (Pro Edition)
Credits: 8 $245.00$325.00Original price was: $325.00.$245.00Current price is: $245.00. -
Regulatory Ethics
Ethics for Massachusetts
Delta CPE LLCQAS Self-Study
Credits: 4 $116.00$116.00 – $136.00Price range: $116.00 through $136.00
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Taxes
S Corporations Advanced Topics: Purchase and Sale of an S Corporation
Robert W. Jamison, CPA, Ph.D.Webcast
Credits: 4 $196.00$196.00
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Taxes
S Corporations: Tax Returns – Basic
Robert W. Jamison, CPA, Ph.D.Webcast
Credits: 2 $98.00$98.00
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Accounting
Accounting and Financial Reporting for Cryptocurrency and other Digital Assets
Jennifer F. Louis, CPAWebcast
Credits: 2 $98.00$98.00
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Personnel/Human Resources
Hoodlums to Hackers: How Criminals Get Our Info and How We Can Stop Them
Jeff LanzaWebcast
Credits: 1 $49.00$49.00
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Business Management & Organization
The MBA Guidebook
Steven M. Bragg, CPAQAS Self-Study
Credits: 23 $460.00$460.00 – $500.00Price range: $460.00 through $500.00
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Regulatory Ethics
Ethics for California
Delta CPE LLCQAS Self-Study
Credits: 4 $116.00$116.00 – $136.00Price range: $116.00 through $136.00
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Regulatory Ethics
Professional Ethics for Iowa CPAs
Joseph Helstrom, CPAQAS Self-Study
Credits: 4 $116.00$116.00 – $136.00Price range: $116.00 through $136.00
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Regulatory Ethics
Accountant Ethics for Delaware
Steven M. Bragg, CPAQAS Self-Study
Credits: 4 $116.00$116.00 – $136.00Price range: $116.00 through $136.00
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Taxes
Q2 Critical Tax Updates
Shannon Hall, EA , Arthur Joseph Werner, JD, MS & A.J. Reynolds, EAWebcast
Credits: 2 $49.00$98.00Original price was: $98.00.$49.00Current price is: $49.00. -
Business Management & Organization
Project Management
Steven M. Bragg, CPAQAS Self-Study
Credits: 14 $364.00$364.00 – $404.00Price range: $364.00 through $404.00
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Accounting
Partnership Accounting
Steven M. Bragg, CPAQAS Self-Study
Credits: 1 $29.00$29.00 – $49.00Price range: $29.00 through $49.00
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Auditing
Guide to Auditor Legal Liability
Steven M. Bragg, CPAQAS Self-Study
Credits: 1 $29.00$29.00 – $49.00Price range: $29.00 through $49.00
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Regulatory Ethics
Accountant Ethics for Utah
Steven M. Bragg, CPAQAS Self-Study
Credits: 4 $116.00$116.00 – $136.00Price range: $116.00 through $136.00
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Taxes
2025 Federal Tax Update: Summer Release (Self-Study Only)
QAS Self-Study
Credits: 8 $215.00$270.00Original price was: $270.00.$215.00Current price is: $215.00. -
Auditing
Guide to Data Analytics for Audits
Steven M. Bragg, CPAQAS Self-Study
Credits: 1 $29.00$29.00 – $49.00Price range: $29.00 through $49.00
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Regulatory Ethics
Professional Ethics for Massachusetts CPAs
Joseph Helstrom, CPAQAS Self-Study
Credits: 4 $116.00$116.00 – $136.00Price range: $116.00 through $136.00
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Taxes
S Corporation Tax Guide
Steven M. Bragg, CPAQAS Self-Study
Credits: 2 $58.00$58.00 – $78.00Price range: $58.00 through $78.00
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Taxes
Charitable Contributions Tax Guide
Steven M. Bragg, CPAQAS Self-Study
Credits: 1 $29.00$29.00 – $49.00Price range: $29.00 through $49.00
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Taxes
Installment Sales
Steven M. Bragg, CPAQAS Self-Study
Credits: 1 $29.00$29.00 – $49.00Price range: $29.00 through $49.00
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Taxes
Guide to Gift Taxes
Steven M. Bragg, CPAQAS Self-Study
Credits: 1 $29.00$29.00 – $49.00Price range: $29.00 through $49.00
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Taxes
Guide to Individual Retirement Accounts
Steven M. Bragg, CPAQAS Self-Study
Credits: 1 $29.00$29.00 – $49.00Price range: $29.00 through $49.00
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Taxes
Individual Income Tax Credits & Due Diligence Requirements
Paul J. Winn CLU ChFCQAS Self-Study
Credits: 5 $145.00$145.00 – $175.00Price range: $145.00 through $175.00
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Computer Software & Applications
Become an Expert on Lookup Functions
Patricia McCarthy, MBAQAS Self-Study
Credits: 2 $58.00$58.00 – $78.00Price range: $58.00 through $78.00
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Personal Development
7 Habits of Effective CFOs
Steven M. Bragg, CPAQAS Self-Study
Credits: 1 $29.00$29.00 – $49.00Price range: $29.00 through $49.00
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Personal Development
7 Habits of Effective Controllers
Steven M. Bragg, CPAQAS Self-Study
Credits: 1 $29.00$29.00 – $49.00Price range: $29.00 through $49.00
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Taxes
Travel, Entertainment, & Auto Rules
Danny Santucci, JDQAS Self-Study
Credits: 15 $375.00$375.00 – $415.00Price range: $375.00 through $415.00
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Computer Software & Applications
Error-Proofing Excel Spreadsheets
Steven M. Bragg, CPAQAS Self-Study
Credits: 5 $145.00$145.00 – $175.00Price range: $145.00 through $175.00
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Taxes
Assets, Income & Cash
Danny Santucci, JDQAS Self-Study
Credits: 14 $364.00$364.00 – $404.00Price range: $364.00 through $404.00
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Auditing
Preparing and Reviewing Workpapers for Higher Quality Audits
Jennifer F. Louis, CPAWebcast
Credits: 4 $196.00$196.00
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Accounting
Accounting Best Practices
Steven M. Bragg, CPAQAS Self-Study
Credits: 12 $336.00$336.00 – $376.00Price range: $336.00 through $376.00
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Taxes
Making The Best of Bad Situations
Danny Santucci, JDQAS Self-Study
Credits: 14 $364.00$364.00 – $404.00Price range: $364.00 through $404.00
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Regulatory Ethics
Professional Ethics for Vermont CPAs
Joseph Helstrom, CPAQAS Self-Study
Credits: 4 $116.00$116.00 – $136.00Price range: $116.00 through $136.00
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Taxes
Estate Elements & Tools
Danny Santucci, JDQAS Self-Study
Credits: 9 $261.00$261.00 – $291.00Price range: $261.00 through $291.00
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Regulatory Ethics
Professional Ethics for New Hampshire CPAs
Joseph Helstrom, CPAQAS Self-Study
Credits: 4 $116.00$116.00 – $136.00Price range: $116.00 through $136.00
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Regulatory Ethics
Kentucky Professional Ethics
Joseph Helstrom, CPAQAS Self-Study
Credits: 2 $58.00$58.00 – $78.00Price range: $58.00 through $78.00
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Taxes
Passive Losses
Danny Santucci, JDQAS Self-Study
Credits: 10 $290.00$290.00 – $320.00Price range: $290.00 through $320.00
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Taxes
Fast Track Retirement Planning
Danny Santucci, JDQAS Self-Study
Credits: 17 $391.00$391.00 – $431.00Price range: $391.00 through $431.00
Franchise Tax Board Announces New Online Revivor Application
A new online revivor application has been launched by the Franchise Tax Board of California.
A&A Alert: The AICPA Drops a New Standard, SSARS 27

The AICPA’s issuance of SSARS 27 clarifies the application of AR-C section 70 in consulting engagements, business valuations, and more.
The One, Big, Beautiful Bill Act Revolutionizes Section 1202
Section 1202 has been revamped by the One, Big, Beautiful Bill Act (OBBBA) with a new tiered exclusion system, asset threshold, and more.
The One, Big, Beautiful Bill Act’s New Excise Tax on Remittance Transfers
A new 1% excise tax of remittance transfers quietly passes in the One, Big, Beautiful Bill Act (OBBBA) with implications for business and individuals wiring money abroad.
Trump Accounts: The One, Big, Beautiful Bill Act’s New Savings Vehicle
The One, Big, Beautiful Bill Act’s passing created “Trump Accounts”, a savings plan for those exclusively under the age of 18. Here’s what we know about them so far.
The One, Big, Beautiful Bill Act Makes Major Changes to Opportunity Zone Funds
Opportunity Zone Funds see five fundamental changes under the One, Big, Beautiful Bill Act, including new penalties, reporting requirements, and more investment opportunities.
Form 1099 Reporting Thresholds Change Under the One Big, Beautiful Bill Act
Among the changes from the One Big, Beautiful Bill, Form 1099-K revert to 2025 threshold levels while Form 1099-NEC and MISC see threshold increases.
The HSA Changes That Almost Were: What Actually Made It Into the One Big Beautiful Bill Act
The One Big Beautiful Bill Act (OBBBA) did not completely reform the HSA, but it did create three meaningful changes that affect client opportunities.
The One Big, Beautiful Bill Act Delivers First Dependent Care Updates in Decades
The One Big, Beautiful Bill Act makes enhancements to the Child and Dependent Care Tax Credit with new filing requirements and more.
The One Big, Beautiful Bill Act’s Endowment Tax Overhaul
New tax rates, a new student-adjusted endowment calculation, and more changes are coming to private higher education institutions under the One Big, Beautiful Bill Act.
The One Big, Beautiful Bill Act’s Hidden Gambling Tax
Gambling taxation has changed under the One Big, Beautiful Bill Act with major new implications for deductions on loses.
Student Loan Tax Changes Under The OBBBA
Examine the sweeping changes the OBBBA makes to student loan interest deductions, borrowing limits, and more for serving the long-term interests of your clients.
OBBBA Tax Changes – Critical Updates, Client Actions & Insights from Our Upcoming Webcast
The OBBBA has been signed and the tax implications can get dicey. We’re here with some expert insights that will effect your clients along the OBBBA Webcast Course.
Court Ruling Highlights Importance of Keeping 401(k) Beneficiaries Current (LeBoeuf v. Entergy Corporation, et al, No. 24-30583, 2025 WL 1262414 (5th Cir. May 1, 2025))
The Fifth Circuit upheld a dismissal of a breach of fiduciary duty claim when a prior 401(k) beneficiary designation is nullified by the 401(k) plan’s spousal beneficiary policy on remarriage.
DOL Rescinds 2022 Crypto Restrictions in 401(k) Plans
The Department of Labor (DOL) takes a neutral stance on cryptocurrency being incorporated into 401(k) planning with the elimination of 2022 Biden-era restrictions.
Senate Finance Committee Revisions to OBBBA Pass in the Senate
The Senate Finance Committee’s version of the One Big Beautiful Bill Act (OBBBA) passed in the Senate on July 1, 2025, which will be useful for answering client questions as Congress enters into negotiations.
The High Cost of Documentation Failures for Non Cash Donations (William J. Cade v. Comm., TCM 2025-20)
What can the case of William J. Cade v. Comm teach tax pros about donation documentation?
Senate Finance Committee Revisions to OBBBA
The Senate Finance Committee’s release of their version of the One Big Beautiful Bill Act (OBBBA) on June 16, 2025, introduces significant modifications to the House bill that can be useful in answering client questions as negotiations to a final bill progress.
2025 SSA Trustees Report: Key Tax Implications for Practitioners
The 2025 Social Security Trustees Report shows the OASI Trust Fund still runs dry in 2033, but the combined OASDI funds now crash a year earlier in 2034.
The Best CPE Courses for Estate Planning (2025)
With the current federal estate tax exemption at $13,990,000 per individual in 2025, it’s a common misconception that estate planning is only for wealthy clients. Smart practitioners recognize that comprehensive estate planning encompasses gift tax strategies, state-level considerations, business succession planning, and family wealth preservation techniques that benefit clients across all income levels. Estate planning exists at the crossroads of estate and gift tax laws, business ownership, and family wealth transfer, and it provides opportunities for tax professionals who invest in estate planning education to easily expand their client base. Whether you’re looking to add estate planning services to your …