
CPA Trendlines Academy is a professional education partnership between CPA Trendlines.com (content provider) and The CPA Trendlines Academy. The cooperative effort provides an active extension of The CPA Trendlines Streaming Network, its contributors, authors, podcasters and industry influentials. Our goal is to provide the highest quality CPE for accounting cpe to CPAs, IRS tax preparer CE and other taxt professionals. In addition, through the cutting-edge actionable content provided daily through the streaming network, we aim to offer insight and transformative direction to the heart of the accounting profession. _
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For 2025 return preparation and 2026 tax planning, there's a whole lot more on the plate than usual. New legislation, some of it retroactive and some prospective is a real game changer. Some of the new legislation retroactively applicable to the beginning of 2025 is not particularly well defined with reporting guidance. Many new elections are available. Other elections made in the past may be newly undone.
What's the result of all of this?
A huge quandary of choices. Many preparers have already made choices on tax returns already filed. Perhaps some of those choices are regrettable. May those choices be undone? In many cases, yes. In golf, we call it mulligans. In tax, we call it learning what to do and retroactively putting yourself in the right place at the right time. We'll show you exactly how to do it AND also how to make the best choices from this point in filing season forward.
Presented, March 25. 1:00 pm - 2:00 pm EDT. Free to download to your PC
This webinar explores how CPAs can embrace artificial intelligence not as a threat, but as a tool to amplify their uniquely human advisory skills. Padar argues that as AI automates compliance work, the future of accounting lies in strategic advisory services — and those who develop a high AIQ (Artificial Intelligence Quotient) will have a distinct competitive advantage. The presentation introduces the four dimensions of AIQ — Prompting, Evaluating, Applying, and Iterating — and provides practical frameworks for using AI as a thinking partner in client conversations, decision-making, and firm leadership. It also showcases XcelLabs tools including Navi, an AI coaching copilot, and highlights how digital champions can drive meaningful change from any level within their organization.
Presented on February 11, 2026.
On Demand $79.00 Video Run time 1:4714 Download includes Video Recording and Slide Deck
Summary: On newly finalized 2025 Forms 1065, Schedules K-1 and in related instructions, IRS is launching new reporting requirements. Chaos can result for the untrained eye. In this action packed 2 hour program, you’ll learn all of IRS’s demands on the 2025 Form 1065, its Schedule K-1 and related Form 8825. We can’t wait to be a deer in the headlights on this one
Thomas Advisors LLC d/b/a The CPA Trendlines Academy 217 Whitehill Rd. Leland, NC 28451