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Information Technology
Data Security for the Tax Professional
Larry Pon CPA/PFS, CFP, EA, USTCP, AEPWebcast
Credits: 1 $49.00$49.00
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Auditing
Elements of a Finding: What Government Auditors Expect in All Findings
Sefton Boyars & William T. AllenWebcast
Credits: 1 $49.00$49.00
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Accounting
SEC Form 8-K: When to File & What to Disclose
Kelen Camehl, CPA, MBAQAS Self-Study
Credits: 2 $58.00$58.00 – $78.00Price range: $58.00 through $78.00
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Auditing (Governmental)
General Cost Principles
Sefton Boyars & William T. AllenQAS Self-Study Video
Credits: 2 $98.00$98.00
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Auditing (Governmental)
General Cost Principles
Sefton Boyars & William T. AllenWebcast
Credits: 2 $98.00$98.00
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Auditing
Sampling – Avoiding Common Mistakes on Financial Statement and Compliance Audits (Self-Study Video)
Jennifer F. Louis, CPAQAS Self-Study Video
Credits: 2 $98.00$98.00
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Auditing
Testing Internal Controls – Exploring Strategies for Verifying Operating Effectiveness (Self-Study Video)
Jennifer F. Louis, CPAQAS Self-Study Video
Credits: 2 $98.00$98.00
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Auditing
Performing AUP and Examination Engagements Under the SSAEs (Self-Study Video)
Jennifer F. Louis, CPAQAS Self-Study Video
Credits: 2 $98.00$98.00
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Auditing
Audit Reporting Fundamentals – Introducing Core Concepts in the Audited Financial Statement Drafting and Issuance Process (Self-Study Video)
Jennifer F. Louis, CPAQAS Self-Study Video
Credits: 2 $98.00$98.00
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Catch, Deter, Defeat: The Aaron Denbo Fraud Series
Webcast
Credits: 5 $0.00From:
$98.00Original price was: $98.00.$72.00Current price is: $72.00. -
Auditing
Auditing Inventory – Performing Required Observations and Other Common Procedures (Self-Study Video)
Jennifer F. Louis, CPAQAS Self-Study Video
Credits: 2 $98.00$98.00
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Auditing
Audit Reporting Advanced Concepts – Understanding the Impact of General Audit Procedures on Disclosures and Audit Report Modifications (Self-Study Video)
Jennifer F. Louis, CPAQAS Self-Study Video
Credits: 2 $98.00$98.00
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The “Catch the Deception If You Can” Bundle
Webcast
Credits: 4 $0.00From:
$98.00Original price was: $98.00.$72.00Current price is: $72.00. -
Personal Development
Critical Traits of a Thinking Auditor – Stretching Experienced Auditors Beyond the Basics (Self-Study Video)
Jennifer F. Louis, CPAQAS Self-Study Video
Credits: 2 $98.00$98.00
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Regulatory Ethics
Professional Requirements for Assurance Providers, Including Independence – Understanding Critical Code of Professional Conduct Concepts (Self-Study Video)
Jennifer F. Louis, CPAQAS Self-Study Video
Credits: 2 $98.00$98.00
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Personal Development
Desired Traits of a Star Performer – Visualizing How to Become an Exceptional Staff Auditor (Self-Study Video)
Jennifer F. Louis, CPAQAS Self-Study Video
Credits: 2 $98.00$98.00
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Regulatory Ethics
Professional Ethical Considerations for CPAs (Self-Study Video)
Jennifer F. Louis, CPAQAS Self-Study Video
Credits: 2 $98.00$98.00
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Taxes
Final 1040/First 1041
Mary Kay Foss, CPAWebcast
Credits: 3 $147.00$147.00
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Personal Development
Client and Engagement Management – Managing the Black Holes That Erode Profitability (Self-Study Video)
Jennifer F. Louis, CPAQAS Self-Study Video
Credits: 2 $98.00$98.00
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Behavioral Ethics
General Ethics for Business Professionals (Self-Study Video)
Jennifer F. Louis, CPAQAS Self-Study Video
Credits: 2 $98.00$98.00
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Personal Development
The Art of Discipline and Getting Things Done – Applying Better Time, Team, and Project Management Techniques (Self-Study Video)
Jennifer F. Louis, CPAQAS Self-Study Video
Credits: 2 $98.00$98.00
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Accounting
Thinking Like an Auditor When Preparing Your Financial Statements (Self-Study Video)
Jennifer F. Louis, CPAQAS Self-Study Video
Credits: 2 $98.00$98.00
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Personal Development
Personality Styles – Adapting to Different Types of Personalities for Improved Relationships and Interactions (Self-Study Video)
Jennifer F. Louis, CPAQAS Self-Study Video
Credits: 2 $98.00$98.00
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Auditing
How to Evaluate Whether You (the Client) Are Getting the Most for Your Audit Dollars (Self-Study Video)
Jennifer F. Louis, CPAQAS Self-Study Video
Credits: 2 $98.00$98.00
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Personal Development
Supervisor Skills – Coaching Staff to Stay on the Right Track (Self-Study Video)
Jennifer F. Louis, CPAQAS Self-Study Video
Credits: 2 $98.00$98.00
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Auditing
Substantive Analytic Procedures – Strengthening Evidence to Satisfy Audit Objectives (Self-Study Video)
Jennifer F. Louis, CPAQAS Self-Study Video
Credits: 2 $98.00$98.00
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Auditing
Fraud Risk – Complying with Minimum Audit Requirements (Self-Study Video)
Jennifer F. Louis, CPAQAS Self-Study Video
Credits: 2 $98.00$98.00
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Auditing
Analytical Procedures – Comprehending Financial Statement Audit Fundamentals (Self-Study Video)
Jennifer F. Louis, CPAQAS Self-Study Video
Credits: 2 $98.00$98.00
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Auditing
Adapting to the Engagement – Differentiating the Requirements of Preparations, Compilations, Reviews, and Audits (Self-Study Video)
Jennifer F. Louis, CPAQAS Self-Study Video
Credits: 2 $98.00$98.00
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Auditing
Maximizing Analytic Procedure Evidence – Adding Value Through Useful Financial Statement Analysis (Self-Study Video)
Jennifer F. Louis, CPAQAS Self-Study Video
Credits: 2 $98.00$98.00
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 …